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
ROBBINS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4740 MUNNBERRY OVAL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWBURY, OH440659767
A Employer identification number

34-6529567
B Telephone number (see instructions)

(440) 343-4420
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$1,326,770J 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... 24,752 24,495  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,136
b Gross sales price for all assets on line 6a 69,101
7 Capital gain net income (from Part IV, line 2)... 3,136
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)....... Click to see attachment 10,466    
12 Total. Add lines 1 through 11........ 38,354 27,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 2,684 0 0 2,684
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 6,824 6,824   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 471 471   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)....... Click to see attachment 835 835    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,814 8,130 0 2,684
25 Contributions, gifts, grants paid....... 57,100 57,100
26 Total expenses and disbursements. Add lines 24 and 25 67,914 8,130 0 59,784
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,560
b Net investment income (if negative, enter -0-) 19,501
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.............   24,124 24,124
2 Savings and temporary cash investments......... 38,921 18,268 18,268
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)....... 188,062 Click to see attachment185,728 268,887
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).......... 627,920 Click to see attachment597,043 1,015,491
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) 854,903 825,163 1,326,770
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........ 849,557 825,163
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,346  
29 Total net assets or fund balances (see instructions)..... 854,903 825,163
30 Total liabilities and net assets/fund balances (see instructions). 854,903 825,163
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
854,903
2
Enter amount from Part I, line 27a .....................
2
-29,560
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
825,343
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
180
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
825,163
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 1. MARTIN MARIETTA MATLS INC   2018-04-27 2020-01-09
b 1. O REILLY AUTOMOTIVE INC   2018-04-27 2020-01-09
c 2. AON PLC EXCH 04/01/20   2018-04-27 2020-01-09
d 41. FUCHS PETROLUB SE-PREF ADR ADR SEDOL B70BT82   2018-04-30 2020-01-23
e 2. AIR PRODUCTS & CHEMICALS INC   2018-04-27 2020-01-29
9. FNF GROUP-W/I     2020-02-18
6. IHS MARKIT LTD SEDOL BD0Q558   2018-04-27 2020-02-18
5. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-04-27 2020-02-25
2. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-08-15 2020-02-25
1. DOMINO'S PIZZA, INC.   2020-02-18 2020-03-04
14. KENNEDY WILSON HOLDINGS INC     2020-03-04
3. VERISK ANALYTICS INC   2018-04-27 2020-03-04
7. TAIWAN SEMICONDUCTOR MTG CO ADR   2018-04-30 2020-03-16
1. DOMINO'S PIZZA, INC.   2020-02-18 2020-03-19
11. WAYFAIR INC- CLASS A     2020-03-19
2. DOLLAR GENERAL CORP   2018-04-27 2020-03-31
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0     2020-03-31
18. DENTSU GROUP INC ADR SEDOL B2RB0M1   2019-01-23 2020-04-02
9. DENTSU GROUP INC ADR SEDOL B2RB0M1   2019-07-22 2020-04-02
25. HSBC HLDGS PLC SPONSORED ADR NEW   2018-04-30 2020-04-02
31. HSBC HLDGS PLC SPONSORED ADR NEW   2019-12-11 2020-04-02
5. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-04-30 2020-04-02
5. CHECK POINT SOFTWARE COM     2020-04-02
6. RESTAURANT BRANDS INTERN-W/I SEDOL BTF8WD8     2020-04-09
2. SBA COMMUNICATIONS CORP   2018-04-27 2020-04-09
20. ROCHE HOLDINGS LTD ADR     2020-04-16
26. SASOL LTD SPONSORED ADR   2018-04-30 2020-04-16
11. SCHLUMBERGER LTD COM   2019-07-19 2020-04-16
23. SCHLUMBERGER LTD COM   2018-04-30 2020-04-16
3. LINDE PLC SEDOL BZ12WP8   2018-12-12 2020-04-16
2. CHUGAI PHARMACEUTIC-UNSP ADR SEDOL B39GHN1   2019-03-07 2020-04-17
3. FIRST REPUBLIC BANK/FRAN   2018-05-25 2020-04-30
2. SBA COMMUNICATIONS CORP   2018-04-27 2020-04-30
2. VERISK ANALYTICS INC   2018-04-27 2020-04-30
11. CANADIAN NATL RAILWAY CO SEDOL 2210959   2018-04-30 2020-05-13
7. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-04-27 2020-05-13
11. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-04-30 2020-05-14
1. DOLLAR GENERAL CORP   2018-04-27 2020-05-29
4. FIRST REPUBLIC BANK/FRAN     2020-05-29
7. LIBERTY GLOBAL PLC SEDOL B8W6766   2018-04-27 2020-05-29
12. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-04-27 2020-05-29
2. AMERCO     2020-06-02
5. TRANSUNION     2020-06-02
2. ALFA LAVAL AB-UNSPON ADR ADR SEDOL B3F2F06   2018-04-30 2020-06-08
2. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2018-04-30 2020-06-08
3. BAIDU INC   2020-04-16 2020-06-08
15. BAIDU INC   2018-04-30 2020-06-08
4. ICICI BANK LTD SPON ADR   2018-04-30 2020-06-08
1. SAP SE SPONSORED ADR   2019-04-17 2020-06-08
18. AMADEUS IT GROUP S A ADR   2019-07-19 2020-06-09
508.647 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2015-03-27 2020-06-12
6. ELANCO ANIMAL HEALTH INC     2020-06-25
4. PROGRESSIVE CORP OHIO   2018-04-27 2020-06-25
2. SBA COMMUNICATIONS CORP   2018-04-27 2020-06-25
8. LIBERTY GLOBAL PLC SEDOL B8W6766   2018-04-27 2020-06-25
11. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-04-27 2020-06-25
.22 SONOVA HLDG AG ADR   2018-04-30 2020-06-30
1. S&P GLOBAL INC   2018-04-27 2020-07-24
12. TAIWAN SEMICONDUCTOR MTG CO ADR   2018-04-30 2020-07-29
10. TAIWAN SEMICONDUCTOR MTG CO ADR   2018-04-30 2020-08-05
1. COGNEX CORP   2019-04-09 2020-09-08
10. COLFAX CORP   2018-04-27 2020-09-21
20. INFINEON TECHNOLOGIES ADR   2018-04-30 2020-09-23
14. YANDEX INV A ISIN NL0009805522 SEDOL B5BSZB3   2018-10-25 2020-10-12
4. CARMAX INC   2020-04-30 2020-11-03
16. COLFAX CORP   2018-04-27 2020-11-03
5. FIRST REPUBLIC BANK/FRAN     2020-11-03
4. GARTNER INC     2020-11-03
3. EQUIFAX INC   2020-11-03 2020-11-18
7. IHS MARKIT LTD SEDOL BD0Q558   2018-04-27 2020-11-18
1. IDEXX LABS INC COM   2018-08-03 2020-11-30
235. ISHARES TR S&P 500/BARRA VALUE INDEX   2018-05-02 2020-12-04
15. INFINEON TECHNOLOGIES ADR   2018-04-30 2020-12-08
1. CBRE GROUP INC   2018-04-27 2020-12-09
1. TRANSDIGM GROUP INC   2020-06-02 2020-12-09
32. CHINA MOBILE HK LTD SPON ADR   2019-03-28 2020-12-21
.28 LIBERTY BROADBAND-C   2018-04-27 2020-12-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 278   197 81
b 436   262 174
c 418   288 130
d 468   557 -89
e 475   331 144
411   341 70
483   294 189
324   198 126
130   100 30
339   295 44
294   299 -5
496   321 175
328   271 57
317   295 22
251   1,375 -1,124
302   197 105
876   328 548
317   861 -544
159   307 -148
618   1,263 -645
766   1,150 -384
518   389 129
503   503  
259   374 -115
607   318 289
825   589 236
79   931 -852
158   420 -262
330   1,581 -1,251
541   484 57
511   279 232
311   300 11
578   318 260
305   214 91
875   863 12
147   210 -63
1,173   855 318
191   99 92
429   396 33
149   219 -70
250   360 -110
645   662 -17
445   363 82
45   50 -5
82   79 3
352   305 47
1,758   3,788 -2,030
39   34 5
136   113 23
1,065   1,454 -389
5,000   5,188 -188
127   201 -74
317   243 74
568   318 250
173   250 -77
234   330 -96
9   7 2
351   188 163
950   465 485
822   388 434
62   53 9
304   314 -10
549   516 33
861   377 484
372   298 74
464   502 -38
651   490 161
564   504 60
518   450 68
643   344 299
454   242 212
30,042   25,688 4,354
545   387 158
67   46 21
598   432 166
900   1,644 -744
45   20 25
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
      1,119
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       81
b       174
c       130
d       -89
e       144
      70
      189
      126
      30
      44
      -5
      175
      57
      22
      -1,124
      105
      548
      -544
      -148
      -645
      -384
      129
       
      -115
      289
      236
      -852
      -262
      -1,251
      57
      232
      11
      260
      91
      12
      -63
      318
      92
      33
      -70
      -110
      -17
      82
      -5
      3
      47
      -2,030
      5
      23
      -389
      -188
      -74
      74
      250
      -77
      -96
      2
      163
      485
      434
      9
      -10
      33
      484
      74
      -38
      161
      60
      68
      299
      212
      4,354
      158
      21
      166
      -744
      25
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 3,136
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................................ 1 271
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........................... 3 271
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- ..... 5 271
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 204
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 203
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 407
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 10 136
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet136 RefundedBullet 11 0
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)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 910-0485

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    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
     
     
    .........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
    ANDREW J GUENTHER PRESIDENT
    1     		0    
    8242 MANCHESTER ROAD
    CANAL FULTON,OH44614
    BURTON BUECHNER BOARD MEMBER
    1     		0    
    4316 CAPRICE COURT
    ALEXANDER,VA22310
    MARLA E ROBBINS BOARD MEMBER
    1     		0    
    PO BOX 457
    GATES MILLS,OH44040
    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
    1,166,191
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,166,191
    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
    1,166,191
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,493
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,148,698
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    57,435
    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
    57,435
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    271
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    271
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    57,164
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    57,164
    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
    57,164
    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
    59,784
    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
    59,784
    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
    59,784
    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 57,164
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 32,081
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 59,784
    a Applied to 2019, but not more than line 2a 32,081
    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..... 27,703
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		29,461
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ST JOAN OF ARC SCHOOL
    120 BORDNER AVENUE SW
    CANTON,OH44710     		NONE PC GENERAL SUPPORT 5,000
    GILMOUR ACADEMY
    34001 CEDAR ROAD
    GATES MILLS,OH44040     		NONE PC GENERAL SUPPORT, UPKEEP 5,000
    OMPHALOS
    PO BOX 23694
    CHAGRIN FALLS,OH44023     		NONE PC GENERAL SUPPORT 5,100
    ARMY TRANSPORTATION MUSEUM FOUNDATION
    300 WASHINGTON BLVD
    FORT EUSTIS,VA23604     		NONE PC GENERAL SUPPORT 25,000
    HAWKEN SCHOOL
    12465 COUNTY LINE ROAD
    GATES MILLS,OH44040     		NONE PC GENERAL SUPPORT 6,500
    UH RAINBOW UNIVERSITY HOSPITALS
    INSTITUTIONAL RELATIONS & DEVELOPMENT
    PO BOX 94554
    CLEVELAND,OH44101     		NONE PC GENERAL SUPPORT 3,500
    GEORGETOWN COLLEGE
    400 EAST COLLEGE STREET
    GEORGETOWN,KY40324     		NONE PC ANNUAL SUPPORT 5,000
    GOLD STAR SCHOLARS CORPORATION
    5143 IDLEWOOD DRIVE
    MACON,GA31210     		NONE PC SUPPORT FOR KIDS OF 2,000
    Total .................................bullet 3a 57,100
    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 24,752  
    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 3,136  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 10,466  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   38,354  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    38,354
    (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 ExplnOfNonFilingWithAGStmt
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK    
    1317205 AIA GROUP LTD SPONSORE 3,210 4,373
    9126202 AIR LIQUIDE ADR 858 1,184
    9158106 AIR PRODUCTS & CHEMICA 662 1,093
    15393101 ALFA LAVAL AB-UNSPON 1,218 1,329
    18820100 ALLIANZ SE - UNSP ADR 2,931 3,032
    49255706 ATLAS COPCO AB SPONSO 2,221 3,780
    52769106 AUTODESK INC 1,946 4,580
    109194100 BRIGHT HORIZONS FAMI 707 865
    112585104 BROOKFIELD ASSET MAN 4,033 6,314
    115236101 BROWN & BROWN INC 1,328 2,228
    115637209 BROWN FORMAN CORP CL 597 874
    136375102 CANADIAN NATL RAILWA 863 1,208
    143130102 CARMAX INC 2,852 4,251
    171269103 CHUGAI PHARMACEUTIC- 1,116 2,554
    192422103 COGNEX CORP 179 321
    194014106 COLFAX CORP 439 535
    217204106 COPART INC 1,850 4,581
    225310101 CREDIT ACCEPTANCE CO 2,384 2,077
    237545108 DASSAULT SYSTEMS SA 2,827 3,870
    256677105 DOLLAR GENERAL CORP 393 841
    307305102 FANUC CORP ADR 1,040 1,185
    311900104 FASTENAL CO 1,366 2,246
    344419106 FOMENTO ECONOMICO ME 1,944 1,743
    366651107 GARTNER INC 1,820 2,403
    422806208 HEICO CORP NEW CL A 1,256 1,873
    448579102 HYATT HOTELS CORP CL 905 891
    465562106 ITAU UNIBANCO BANCO 2,339 1,931
    489398107 KENNEDY WILSON HOLDI 814 769
    500458401 KOMATSU LTD SPON ADR 1,402 1,689
    501173207 KUBOTA CORP SPON ADR 1,568 2,096
    502117203 L OREAL CO UNSPONSOR 2,270 3,579
    526057104 LENNAR CORP CLASS A 1,351 1,906
    530307107 LIBERTY BROADBAND-A 417 945
    530307305 LIBERTY BROADBAND-C 1,916 3,643
    531229409 LIBERTY SIRIUSXM SER 378 389
    531229607 LIBERTY SIRIUSXM SER 915 1,001
    531229854 LIBERTY FORMULA ONE 1,006 1,448
    531229870 LIBERTY FORMULA ONE 84 114
    538034109 LIVE NATION ENTERTAI 1,432 2,131
    570535104 MARKEL CORP (HOLDING 3,429 3,100
    573284106 MARTIN MARIETTA MATL 1,540 2,272
    592688105 METTLER TOLEDO INTL 1,114 2,279
    595017104 MICROCHIP TECHNOLOGY 1,715 2,762
    615369105 MOODY'S CORP 984 1,741
    620076307 MOTOROLA SOLUTIONS I 1,257 1,531
    641069406 NESTLE S.A. SPONSORE 1,710 2,592
    670108109 NOVOZYMES A/S UNSPON 849 1,027
    743315103 PROGRESSIVE CORP OHI 729 1,187
    767204100 RIO TINTO PLC SPONSO 1,744 2,482
    771195104 ROCHE HOLDING LTD SP 2,093 3,288
    776696106 ROPER TECHNOLOGIES I 1,603 2,587
    778296103 ROSS STORES INC 666 982
    780259107 ROYAL DUTCH SHELL PL 2,176 1,311
    803054204 SAP SE SPONSORED ADR 3,349 3,912
    818800104 SGS S.A. UNSPONSORED 968 1,110
    824667109 SHIONOGI & CO LTD-UN 1,011 959
    852234103 SQUARE INC - A 311 1,088
    874039100 TAIWAN SEMICONDUCTOR 1,977 5,561
    893641100 TRANSDIGM GROUP INC 3,554 6,807
    902252105 TYLER TECHNOLOGIES I 1,034 1,310
    904767704 UNILEVER PLC W/I SPO 1,688 1,871
    929042109 VORNADO REALTY TRUST 481 336
    929160109 VULCAN MATERIALS CO 2,502 3,263
    92343E102 VERISIGN INC 1,771 3,246
    00687A107 ADIDAS AG SPONSORED 1,252 2,013
    00783V104 ADYEN NV-UNSPON ADR 2,277 5,150
    00846U101 AGILENT TECHNOLOGIES 461 474
    01609W102 ALIBABA GROUP HOLDIN 1,195 1,396
    02319V103 AMBEV SA-SPN ADR ADR 1,823 1,392
    03662Q105 ANSYS INC 1,746 3,638
    05946K101 BANCO BILBAO VIZCAYA 3,015 1,902
    09215C105 BLACK KNIGHT INC-WHE 2,232 3,976
    11275Q107 BROOKFIELD INFRASTRU 1,117 1,952
    11282X103 BROOKFIELD PPTY REIT 386 284
    11284V105 BROOKFIELD RENEWABLE 100 175
    12504L109 CBRE GROUP INC 2,179 3,011
    13765N107 CANNAE HOLDINGS INC 282 354
    22160N109 COSTAR GROUP INC 2,050 2,773
    23304Y100 DBS GROUP HLDGS LTD 3,468 3,118
    25243Q205 DIAGEO PLC SPONSORED 1,730 1,747
    25754A201 DOMINO'S PIZZA, INC. 1,525 2,301
    29429L105 EPIROC AKTIEBOLAG-UN 932 1,763
    29444U700 EQUINIX INC 840 1,428
    31620R303 FNF GROUP-W/I 1,951 2,072
    33616C100 FIRST REPUBLIC BANK/ 853 1,322
    35952Q106 FUCHS PETROLUB SE-PR 625 655
    40171V100 GUIDEWIRE SOFTWARE I 1,705 2,188
    40415F101 HDFC BANK LTD SPON - 957 1,445
    43300A203 HILTON WORLDWIDE HLD 2,604 3,560
    44267D107 HOWARD HUGHES CORP T 1,685 1,263
    45104G104 ICICI BANK LTD SPON 977 1,694
    45168D104 IDEXX LABS INC 822 1,999
    45662N103 INFINEON TECHNOLOGIE 2,749 5,513
    48251W104 KKR & CO INC CLASS A 2,837 4,211
    54338V101 LONZA GROUP AG UNSPO 1,307 3,140
    55261F104 M&T BK CORP 740 509
    55354G100 MSCI INC 623 1,786
    65479L108 NITORI HLDGS CO LTD- 797 1,313
    67103H107 O REILLY AUTOMOTIVE 2,489 4,073
    69343P105 LUKOIL PJSC-SPON ADR 1,584 1,230
    72341E304 PING AN INSURANCE (G 1,624 1,813
    75606N109 REALPAGE, INC. 1,497 2,181
    76131D103 RESTAURANT BRANDS IN 2,421 2,750
    78409V104 S&P GLOBAL INC 377 657
    78410G104 SBA COMMUNICATIONS C 2,229 3,950
    80687P106 SCHNEIDER ELECTRIC S 1,947 2,924
    83088V102 SLACK TECHNOLOGIES I 871 1,098
    83569C102 SONOVA HLDG AG ADR 1,091 1,733
    86614U100 SUMMIT MATERIALS INC 571 622
    87155N109 SYMRISE AG UNSPON AD 1,177 1,929
    87184P109 SYSMEX CORP UNSPONSO 1,615 2,165
    88032Q109 TENCENT HOLDINGS LTD 1,938 2,947
    89400J107 TRANSUNION 1,682 2,580
    90460M204 UNI CHARM CORP SPON 1,903 2,704
    91879Q109 VAIL RESORTS INC 2,277 2,511
    92345Y106 VERISK ANALYTICS INC 1,177 2,283
    G0403H108 AON PLC/IRELAND-A SE 720 1,056
    G0450A105 ARCH CAPITAL GROUP L 1,721 2,200
    G47567105 IHS MARKIT LTD SEDOL 1,178 2,156
    G5494J103 LINDE PLC SEDOL BZ12 1,128 1,845
    H01301128 ALCON INC SEDOL BJXB 1,508 1,584
    M22465104 CHECK POINT SOFTWARE 2,025 2,791
    M98068105 WIX.COM LTD SEDOL BF 1,614 3,999
    N97284108 YANDEX INV A ISIN NL 430 1,113

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    256206103 DODGE & COX INTERNAT AT COST 90,359 89,256
    256210105 DODGE & COX INCOME F AT COST 110,000 118,755
    464287200 ISHARES CORE S&P 500 AT COST 97,877 314,577
    464287408 ISHARES S&P 500 VALU AT COST 102,683 191,390
    464287499 ISHARES RUSSELL MID- AT COST 25,430 86,373
    464287655 ISHARES RUSSELL 2000 AT COST 65,946 99,010
    921943858 VANGUARD FTSE DEVELO AT COST 11,981 16,004
    922042858 VANGUARD FTSE EMERGI AT COST 30,735 35,578
    09260B382 BLACKROCK STRATEGIC AT COST 62,032 64,548

    TY 2020 LegalFeesSchedule
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 2,684     2,684


    TY 2020 OtherDecreasesSchedule
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 169
    ROUNDING 11


    TY 2020 OtherExpensesSchedule
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 767 767   0
    ADR SERVICE FEES 68 68   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 10,466 0  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 6,824 6,824    


    TY 2020 TaxesSchedule
    Name:
    ROBBINS FOUNDATION
    EIN:
    34-6529567
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 365 365   0
    FOREIGN TAXES ON QUALIFIED FOR 58 58   0
    FOREIGN TAXES ON NONQUALIFIED 48 48   0