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 01-01-2020 , and ending 12-31-2020
Name of foundation
Sylvan Oaks Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

47-1968649
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,925,021J 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) 651,334
2 Check bullet.............
3 Interest on savings and temporary cash investments 45 45  
4 Dividends and interest from securities... 135,723 135,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -40,396
b Gross sales price for all assets on line 6a 689,361
7 Capital gain net income (from Part IV, line 2)... 146,896
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 746,706 282,664  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 98 0 0 98
b Accounting fees (attach schedule)....... Click to see attachment 1,624 0 0 1,624
c Other professional fees (attach schedule).... Click to see attachment 19,748 19,748    
17 Interest............... 169      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,053 67    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,692 4   26,688
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,384 19,819 0 28,410
25 Contributions, gifts, grants paid....... 394,244 394,244
26 Total expenses and disbursements. Add lines 24 and 25 451,628 19,819 0 422,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 295,078
b Net investment income (if negative, enter -0-) 262,845
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 151,193 185,768 185,768
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,329,137 Click to see attachment5,590,008 6,739,253
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,480,330 5,775,776 6,925,021
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,480,330 5,775,776
29 Total net assets or fund balances (see instructions)..... 5,480,330 5,775,776
30 Total liabilities and net assets/fund balances (see instructions). 5,480,330 5,775,776
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
5,480,330
2
Enter amount from Part I, line 27a .....................
2
295,078
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
368
4
Add lines 1, 2, and 3 ..........................
4
5,775,776
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,775,776
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 689,361   542,465 146,896
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       146,896
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 146,896
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 3,654
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,654
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,654
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,330
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,730
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
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 75
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet75 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........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
     
    No
    .........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
    Betty Hawkins Dir
    0.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mark Hein Dir, Pres
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Vicki Hein Dir, Sec, VP
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,456,252
    b
    Average of monthly cash balances.......................
    1b
    109,152
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,565,404
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,565,404
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    83,481
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,481,923
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    274,096
    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
    274,096
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,654
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,654
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    270,442
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    368
    5
    Add lines 3 and 4............................
    5
    270,810
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    270,810
    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
    422,654
    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
    422,654
    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
    422,654
    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 7 270,810
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 23,034
    b From 2016...... 33,696
    c From 2017...... 92,842
    d From 2018...... 242,261
    e From 2019...... 133,959
    fTotal of lines 3a through e........ 525,792
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 422,654
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 270,810
    e Remaining amount distributed out of corpus 151,844
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 677,636
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		23,034
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		654,602
    10 Analysis of line 9:
    a Excess from 2016.... 33,696
    b Excess from 2017.... 92,842
    c Excess from 2018.... 242,261
    d Excess from 2019.... 133,959
    e Excess from 2020.... 151,844
    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).)
    Betty Hawkins
    Mark Hein
    Vicki Hein
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A Wilkins
    103 MEADOW LN
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    Alexis Gates
    2269 MANOR BLVD N
    Clearwater,FL33765     		none I COLLEGE TUITION AND RELATED EXPENSES 6,122
    A Benedict
    2690 DREW ST
    Clearwater,FL33759     		NONE I Emergency Hardship Assistance 2,000
    A Stock
    705 1ST COURT
    Palm Harbor,FL34684     		NONE I Emergency Hardship Assistance 1,200
    A Colbert
    PO BOX 125
    Wiley,GA30581     		NONE I Emergency Hardship Assistance 1,200
    A Dahman
    4320 SAWGRASS BLVD
    New Port Richey,FL34653     		NONE I Emergency Hardship Assistance 3,000
    A Mullinax
    523 PONDEROA RD
    Rabun Gap,GA30568     		NONE I Emergency Hardship Assistance 1,200
    A Hernandez
    180042 27TH AVE N
    Saint Petersburg,FL33713     		NONE I Emergency Hardship Assistance 1,200
    A Corbitt
    7506 HWY 441 S
    Lakemont,GA30552     		NONE I Emergency Hardship Assistance 1,200
    A Newkirk
    1050 PARADISE PARK RD
    Cornelia,GA30531     		NONE I Emergency Hardship Assistance 1,200
    A Anderson
    70 OLD MILL LN
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,200
    B Ramey
    102 VANDIVER RIDGE LN
    Tallulah Falls,GA30573     		NONE I Emergency Hardship Assistance 1,200
    B Owens
    2739 FAITH CIR
    Palm Harbor,FL34684     		NONE I Emergency Hardship Assistance 1,200
    B Hall
    10 ADDINGTON VILLAS OR
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    B Vick
    2219 13TH AVE SW
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    C Moore
    230 CLEAR STREAM RD
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 2,400
    C Calderon-Lara
    1020 15TH AVE NW
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    C Chamblin
    3278 OLD 441 S UNIT 236
    Tiger,GA30576     		NONE I Emergency Hardship Assistance 1,200
    C Heim
    409 ELECTRIC AVE
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    C Wilson
    3641 SW 52ND PL
    Portland,OR97221     		NONE I Emergency Hardship Assistance 1,200
    C Kleer
    98 COX LAKE DR
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    C Elmont
    111 Talley Drive
    Palm Harbor,FL34684     		NONE I Emergency Hardship Assistance 1,200
    CLOTHES TO KIDS INC
    1059 N HERCULES AVE
    CLEARWATER,FL33765     		N/A PC General and Unrestricted 159,435
    C Wallace
    160 STAVE MILL ST
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,500
    C Jones
    3710 FARNHAM CT
    Palm Harbor,FL34684     		NONE I Emergency Hardship Assistance 1,200
    D Ciconte
    104 BEACON CT
    Demorest,GA30535     		NONE I Emergency Hardship Assistance 1,200
    D Dunn
    410 COUNTRY CLUB DR
    Oldsmar,FL34677     		NONE I Emergency Hardship Assistance 1,800
    D Burch
    9373 91ST TERRACE N
    Seminole,FL33777     		NONE I Emergency Hardship Assistance 1,200
    D Ammons
    164 SAWDUST TRAIL
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,800
    Delores Grace Johnson
    40 TIGER SPRINGS COURT
    Tiger,GA30576     		NONE I COLLEGE TUITION AND RELATED EXPENSES 11,461
    F Morales
    160 STAVE MILL ST
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,200
    F Pryor
    950 BELTREES ST
    Dunedin,FL34698     		NONE I Emergency Hardship Assistance 1,800
    F Ruiz
    80 HALIFAX LN
    Rabun Gap,GA30568     		NONE I Emergency Hardship Assistance 1,200
    G Perez
    200 STARCREST DR
    Clearwater,FL33759     		NONE I Emergency Hardship Assistance 1,200
    G Micciche
    337 JERU BLVD
    Tarpon Springs,FL34689     		NONE I Emergency Hardship Assistance 1,200
    H Carpenter
    523 PONDEROA RD
    Rabun Gap,GA30568     		NONE I Emergency Hardship Assistance 1,200
    H Berger
    793 ZURICH CIR
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    H Abbott
    2767 HAVERHILL COURT
    Clearwater,FL33761     		NONE I Emergency Hardship Assistance 1,200
    H Blackmon
    7245 DICKS HILL PKWY
    Mt Airy,GA30563     		NONE I Emergency Hardship Assistance 1,800
    J Johnson
    1544 HARDMAN MORRIS RD
    Colbert,GA30628     		NONE I Emergency Hardship Assistance 1,800
    J Calderon-Fernandez
    455 MEHLENBACHER RD
    Belleair Bluffs,FL33770     		NONE I Emergency Hardship Assistance 1,200
    J Welch
    966 Douglas Ave
    Dunedin,FL34698     		NONE I Emergency Hardship Assistance 1,800
    J Ivie
    PO BOX 611
    Cornelia,GA30531     		NONE I Emergency Hardship Assistance 1,200
    J Gillespie
    232 PENLAND TRAIL
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    J Contreras
    651 CLEARWATER LARGO RD S
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    J Paxtle
    136 SYCAMORE LN UNIT A
    Oldsmar,FL34677     		NONE I Emergency Hardship Assistance 1,200
    J DeGregorio
    136 SYCAMORE LN
    Oldsmar,FL34677     		NONE I Emergency Hardship Assistance 1,800
    J Vandohart
    472 JOE JONES LN
    Wiley,GA30581     		NONE I Emergency Hardship Assistance 1,800
    J Anderson
    146 PLEASANT DR
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    J Coffeen
    743 REBEL RIDGE RD
    Otto,NC28763     		NONE I Emergency Hardship Assistance 1,200
    J Velasco
    600 STARKEY RD
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    J Purshock
    162 HORSESHOE LAKE RD
    Longcreek,SC29658     		NONE I Emergency Hardship Assistance 1,200
    J Bonthi-Miranda
    21 N EVERGREEN AVE
    Clearwater,FL33755     		NONE I Emergency Hardship Assistance 1,200
    J Fernandez-Lara
    455 MEHLENBACHER RD
    Belleair Bluffs,FL33770     		NONE I Emergency Hardship Assistance 1,200
    J Nopal-Maye
    1323 PIERCE ST
    Clearwater,FL33756     		NONE I Emergency Hardship Assistance 1,200
    K Dixon
    240 BELMONT DR
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    K Mullinax
    251 SHAKESPEARE DR UNIT 322
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    K Silhous
    129 BOWIE LN
    Dillard,GA30537     		NONE I Emergency Hardship Assistance 1,200
    K Keller
    100 ROTHELL RD FXD
    Teccoa,GA30577     		NONE I Emergency Hardship Assistance 1,800
    K Nickerson
    555 BELCHER RD S APT J204
    Largo,FL33771     		NONE I Emergency Hardship Assistance 1,200
    K Beck
    1856 HWY 76 W
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    K Wheeler
    2664 N MACMULLEN BOOTH RD
    Clearwater,FL33761     		NONE I Emergency Hardship Assistance 1,800
    L Baumgardner
    1551 HIGH BLUFF DR
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    L Soto
    PO BOX 172
    Dillard,GA30537     		NONE I Emergency Hardship Assistance 1,800
    L Diego
    80 DRY POND RD
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    L Lopez-Pinto
    221 LAKE AVE NE
    Largo,FL33771     		NONE I Emergency Hardship Assistance 1,200
    L Clark
    117 ROGERS ST
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,200
    M Miller
    1631 BELMOND DR
    Clearwater,FL33756     		NONE I Emergency Hardship Assistance 1,200
    M Morgan
    102 HEAD
    Long Creek,SC29658     		NONE I Emergency Hardship Assistance 1,200
    M Peck
    325 BAILEY RD BOX 8
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    M Townsend
    88 JAGUAR LN
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,200
    M Thurmond
    1574 WARWOMAN RD
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    M Groom
    230 CLEAR STREAM RD
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 2,400
    M Milo
    730 14TH AVE SW
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    M Leppert
    616 TIMBER BAY CIR W
    Oldsmar,FL34677     		NONE I Emergency Hardship Assistance 1,200
    N Cruz-Martinez
    601 ROSERY RD NE
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    O Calderon-Lara
    1631 BELMOND DR
    Clearwater,FL33756     		NONE I Emergency Hardship Assistance 1,200
    PATRIOT PAWS SERVICE DOGS
    254 RANCH TRL
    ROCKWALL,TX75032     		N/A PC General and Unrestricted 35,000
    R Thacker
    41 KACEYS LN
    Helen,GA30545     		NONE I Emergency Hardship Assistance 1,800
    R Velazco-Mendoza
    600 STARKEY RD
    Largo,FL33771     		NONE I Emergency Hardship Assistance 1,200
    Samantha Martinez
    222 CRISER HALL PO BOX 114000 UNIVE
    Gainesville,FL32611     		none I COLLEGE TUITION AND RELATED EXPENSES 14,564
    S Watson
    935 EASTERN AVE
    Fall River,MA02723     		NONE I Emergency Hardship Assistance 1,200
    S Texis-Algredo
    200 JOHN ENGLISH DR
    Clayton,GA30525     		NONE I Emergency Hardship Assistance 1,800
    S Hernandez
    1456 10TH ST NW
    Largo,FL33770     		NONE I Emergency Hardship Assistance 1,200
    S Calderon-Lara
    455 MEHLENBACHER RD
    Belleair Bluffs,FL33770     		NONE I Emergency Hardship Assistance 1,200
    S Huff
    228 VARNES LN UNIT 1
    Lakemont,GA30552     		NONE I Emergency Hardship Assistance 1,200
    S Panek
    9552 TARA CAY COURT
    Seminole,FL33776     		NONE I Emergency Hardship Assistance 1,200
    S Klees
    1539 NEBRASKA AVE
    Palm Harbor,FL34683     		NONE I Emergency Hardship Assistance 1,800
    Stephanie Dodson
    600 W COLLEGE AVE
    Tallahasee,FL32306     		none I COLLEGE TUITION AND RELATED EXPENSES 19,671
    T Kidwell
    101 S BAYSHORE BLVD UNIT 36
    Safety Harbor,FL34695     		NONE I Emergency Hardship Assistance 4,000
    Taylor Sides Kidwell
    1 UNIVERSITY BLVD
    St Augustine,FL32611     		NONE I COLLEGE TUITION AND RELATED EXPENSES 16,091
    T Barry
    3074 OLD 441 S
    Tiger,GA30576     		NONE I Emergency Hardship Assistance 1,800
    T Windham
    391 W MAIN ST
    Franklin,NC28734     		NONE I Emergency Hardship Assistance 1,200
    V Warner
    10953 109TH WAY N
    Largo,FL33778     		NONE I Emergency Hardship Assistance 1,200
    V Scafiti
    4577 OLD 441 S
    Tiger,GA30576     		NONE I Emergency Hardship Assistance 3,500
    T Haupricht
    3653 Cascade Drive
    Clearwater,FL35761     		NONE I Emergency Hardship Assistance 800
    J Goldsmith
    2947 Pinewood Run
    Palm Harbor,FL34684     		NONE I Emergency Hardship Assistance 800
    A Gasse
    157 Cypress Lane
    Oldsmar,FL34677     		NONE I Emergency Hardship Assistance 800
    M Sides
    975 Mandalay Ave
    clearwater,FL33767     		NONE I Emergency Hardship Assistance 900
    Total .................................bullet 3a 394,244
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 45  
    4 Dividends and interest from securities....     14 135,723  
    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 -40,396  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   95,372  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    95,372
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

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

    47-1968649
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Sylvan Oaks Foundation Inc
          		Employer identification number
    47-1968649
    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
    Hein Mark
    2803 Gulf To Bay Blvd Unit 510
     
    Clearwater, FL33759

    		$ 651,334


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    47-1968649
    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
    		 THE BLACKSTONE GROUP INC CL A BX, 5600 sh. $ 300,608 2020-08-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BROADCOM INC AVGO, 230 sh. $ 89,584 2020-11-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 THE BLACKSTONE GROUP INC CL A BX, 2100 sh. $ 130,778 2020-12-10
    (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
    Sylvan Oaks Foundation Inc
          		Employer identification number

    47-1968649
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 1,624     1,624

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

    TY 2020 DepreciationSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 5,884 6,817
    ABBVIE INC 32,195 41,789
    AMC NETWORKS INC 8,882 6,725
    AMER INTERNATIONAL GROUP INC 13,009 9,616
    AMERICAN ELECTRIC POWER INC 12,484 12,407
    AMERICAN TOWER REIT INC 11,278 12,345
    AMGEN INC 4,995 5,748
    APOLLO GLOBAL MANAGEMENT, INC 9,713 11,804
    APPLE INC 249,375 518,046
    APPLIED MATERIALS INC 325,948 503,009
    AT&T, INC 29,702 26,430
    AUTODESK, INC 63,833 105,648
    BANK OF AMERICA CORP 15,220 15,246
    BAXTER INTERNATIONAL INC 9,231 8,470
    BCE INC 22,798 21,486
    BECTON DICKINSON & CO 10,709 11,760
    BIOGEN INC 37,123 37,953
    BLACKROCK INC 98,063 146,103
    BOSTON PPTYS INC 5,263 5,577
    BRISTOL-MYERS SQUIBB CO 8,837 9,491
    BRITISH AMERICAN TOBACCO PLC 21,784 22,382
    BROADCOM INC 40,482 56,045
    CAN IMPERIAL BK OF COMMERCE 27,308 27,949
    CERENCE INC 837 5,627
    CHEVRON CORP 31,111 23,562
    CISCO SYSTEMS INC 193,305 194,061
    CITIGROUP INC 13,082 12,677
    CITRIX SYSTEMS INC 24,114 26,540
    COMCAST CORP 53,397 64,347
    CREE, INC 7,700 17,262
    CROWN CASTLE INTL 8,463 8,437
    DISCOVERY INC (FORMERLY DISC C 14,214 16,489
    DOLBY LABORATORIES 12,976 19,135
    DOMINION ENERGY INC 12,745 12,333
    DUKE ENERGY CO 18,796 19,502
    EATON CORP PLC 6,005 7,088
    ECOLAB INC 12,039 13,847
    EDISON INTL 11,407 10,177
    ENBRIDGE INC 28,073 24,568
    EXXON MOBIL CORP 33,436 18,838
    FIREEYE INC 9,301 16,442
    FREEPORT-MCMORAN COPPER & GOLD 7,121 16,445
    GENERAL MILLS INC 12,049 11,466
    GILEAD SCIENCES INC 24,346 21,789
    GUARDANT HEALTH INC 11,559 20,234
    HOME DEPOT INC 335,104 388,777
    HUNTINGTON BANCSHARES INC 16,069 14,663
    IMMUNOGEN, INC 1,990 3,838
    INTEL CORP 117,644 101,047
    INTERNATIONAL BUSINESS MACHINE 11,055 11,329
    INTERNATIONAL PAPER CO 5,502 5,966
    IONIS PHARMACEUTICALS INC 22,930 21,203
    JOHNSON & JOHNSON 285,178 333,931
    JOHNSON CONTROLS INTERNATIONAL 22,619 26,323
    JP MORGAN CHASE 373,547 368,492
    KEYCORP 102,689 89,719
    KIMBERLY CLARK CORP 6,182 5,798
    KLA TENCOR CORP 148,179 223,867
    L3HARRIS TECHNOLOGIES 23,365 24,006
    LIBERTY BROADBAND CORPORATION 1,524 2,364
    LIBERTY BROADBAND CORP K 3,715 5,701
    LIBERTY MEDIA CORP - SER A 532 532
    LIBERTY MEDIA CORP - SER C 903 980
    LIBERTY SIRIUS XM CORP - SER C 5,880 6,352
    LIBERTY SIRIUS XM GROUP - SER 2,986 3,239
    LINDE PLC COM 12,184 17,392
    LIONS GATE ENTERTAINMENT CORP 4,329 4,090
    MASTERCARD INC 16,751 22,142
    MEDTRONIC PLC 8,368 10,777
    MERCK & CO INC 310,668 305,622
    METLIFE INC 11,585 11,362
    MICROSOFT CORP 284,634 423,676
    MONDELEZ INTERNATIONAL INC 12,526 14,267
    NATIONAL GRID TRANSCO PLC 16,544 17,709
    NATL OILWELL VARCO 15,507 8,993
    NESTLE S.A 13,763 16,492
    NEXTERA ENERGY, INC 7,391 11,264
    NORTHROP GRUMMAN CORP 7,454 7,618
    NOW INC 10,262 7,008
    NUANCE COMMUNICATIONS, INC 5,598 15,608
    NUCOR CP 17,398 16,542
    ORACLE CORP 6,207 6,922
    OTIS WORLDWIDE CORP 4,719 4,864
    PENTAIR INC. COM 7,351 10,087
    PEPSICO INC 15,391 17,499
    PFIZER INC 35,864 35,190
    PHILIP MORRIS INTL 29,054 28,728
    PNC FINANCIAL GROUP INC 19,999 23,095
    PPG INDUSTRIES INC 13,087 18,172
    PPL CORPORATION 11,863 10,547
    PROCTER GAMBLE CO 13,687 17,532
    PUBLIC SVC ENTERPRISE GROUP IN 12,625 14,692
    QURATE RETAIL INC QVC GROUP 3,707 6,121
    RAYTHEON TECHNOLOGIES CORP 267,982 209,381
    REGIONS FINANCIAL CORP 10,143 12,251
    SEAGATE TECHNOLOGY 23,432 29,961
    SEMPRA ENERGY COM 4,629 4,459
    SOUTHERN CO 20,588 22,238
    TC ENERGY CORPORATION 12,571 10,669
    TE CONNECTIVITY LTD 27,494 36,079
    TEXAS INSTRUMENTS INC 187,746 262,116
    THE BLACKSTONE GROUP INC CL A 446,885 522,627
    THE COCA-COLA CO 18,198 19,742
    TRAVELERS COMPANIES INC 12,123 12,914
    TWITTER INC 22,714 37,580
    UNILEVER PLC AMER 16,383 17,746
    UNION PACIFIC 11,801 13,951
    UNITED PARCEL SERVICE 8,521 13,640
    UNITEDHEALTH GROUP INC 138,552 193,389
    US BANCORP 16,811 14,774
    VERIZON COMMUNICATIONS 37,603 38,246
    VERTEX PHARMCTLS INC 61,135 65,466
    VISA INC 10,823 14,217
    VODAFONE GROUP PLC 21,500 20,781
    VULCAN MATERIALS CO 9,750 10,827
    WALT DISNEY HOLDINGS CO 113,002 140,811
    WASTE MANAGEMENT INC 13,188 14,387
    WEC ENERGY GROUP, INC 6,213 7,086
    WESTERN DIGITAL CORP 20,608 23,984
    WILLIAMS COS 16,093 12,992
    ZOETIS INC 7,219 11,089

    TY 2020 LegalFeesSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL GOVERNANCE AND COUNSEL 98     98


    TY 2020 OtherExpensesSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 26,627     26,627
    Bank Charges 4 4    
    State or Local Filing Fees 61     61


    TY 2020 OtherIncreasesSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Description Amount
    RETURNED GRANTS 368


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 19,748 19,748    


    TY 2020 TaxesSchedule
    Name:
    Sylvan Oaks Foundation Inc
    EIN:
    47-1968649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 2,400      
    990-PF Extension for 2019 6,586      
    Foreign Tax Paid 67 67