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
HARTLEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

74-2822359
B Telephone number (see instructions)

(913) 261-5714
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$5,833,277J 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... 121,131 116,462  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 93,832
b Gross sales price for all assets on line 6a 2,205,243
7 Capital gain net income (from Part IV, line 2)... 93,832
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 214,963 210,294  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,000 89,100   9,900
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 7,574 0 0 7,574
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 36,071 36,071   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,099 830   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 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 153,247 126,004 0 19,974
25 Contributions, gifts, grants paid....... 329,950 329,950
26 Total expenses and disbursements. Add lines 24 and 25 483,197 126,004 0 349,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -268,234
b Net investment income (if negative, enter -0-) 84,290
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............. 478    
2 Savings and temporary cash investments......... 69,651 152,537 152,537
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)....... 3,099,094 Click to see attachment2,690,973 3,839,588
c Investments—corporate bonds (attach schedule)....... 1,664,252 Click to see attachment1,714,982 1,839,955
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,798 Click to see attachment1,197 Click to see attachment1,197
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,835,273 4,559,689 5,833,277
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........ 4,835,273 4,559,689
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,835,273 4,559,689
30 Total liabilities and net assets/fund balances (see instructions). 4,835,273 4,559,689
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
4,835,273
2
Enter amount from Part I, line 27a .....................
2
-268,234
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,835
4
Add lines 1, 2, and 3 ..........................
4
4,574,874
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,185
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,559,689
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 222. ABBVIE INC   2015-10-01 2020-01-03
b 338. MARSH MCLENNAN COS INC     2020-01-03
c 150. WAL MART STORES INC COM   2018-11-26 2020-01-03
d 500. CITIGROUP INC   2019-01-07 2020-01-06
e 32. UNITEDHEALTH GRP INC COM   2019-01-31 2020-01-06
123. UNITEDHEALTH GRP INC COM   2015-10-01 2020-01-06
220. JOHNSON & JOHNSON   2015-10-01 2020-01-07
836. PFIZER INC     2020-01-07
350. ATT INC     2020-01-10
175. PEPSICO INC     2020-02-05
7587.253 ISHARES MSCI EAFE INTL INDEX FUND   2019-06-18 2020-02-18
2500. ISHARES INTERNATIONAL SELECT DIV ETF   2019-04-01 2020-02-19
1163.36 VANGUARD SMALL CAP INDEX FUND   2015-10-01 2020-02-21
1150. CABOT OIL GAS CORP CL A   2019-09-09 2020-03-10
240. HORMEL FOODS CORPORATIONCOM   2020-01-09 2020-03-31
880. HORMEL FOODS CORPORATIONCOM     2020-03-31
85. UNITEDHEALTH GRP INC COM     2020-04-07
1868.92 VANGUARD SMALL CAP INDEX FUND   2015-10-01 2020-04-16
650. BP PLC SPONSORED ADR   2019-02-13 2020-04-17
10. AMAZON COM INC COM   2018-10-22 2020-05-05
300. GILEAD SCIENCES INC COM     2020-05-05
180. WAL MART STORES INC COM     2020-05-05
139. 3M CO COM     2020-05-06
63. APPLE COMPUTER INC COM     2020-05-19
700. DELTA AIR LINES INC   2018-08-20 2020-05-19
275. PNC FINL SVCS GROUP INC COM W/RIGHTS ATTACHED EXP 5/25/2010     2020-05-19
240. GILEAD SCIENCES INC COM     2020-06-25
132. MOTOROLA SOLUTIONS INC   2020-01-06 2020-06-25
2935.995 NUVEEN REAL ESTATE SECS I   2014-02-19 2020-06-25
1905.142 NUVEEN REAL ESTATE SECS I   2014-02-19 2020-07-10
237. UNION PAC CORP COM     2020-07-10
100000. WELLS FARGO CO MTN 2.600% 7/22/20   2018-01-23 2020-07-22
850. FOOT LOCKER INC COM   2019-01-04 2020-08-12
195. ALBEMARLE CORP   2020-01-08 2020-08-17
230. ALBEMARLE CORP   2019-01-07 2020-08-17
70. BOEING CO     2020-08-18
130. VISA INC   2019-07-23 2020-08-18
1337.031 ROWE T PRICE MID CAP GROWTH FD INC     2020-09-17
19453.252 SALIENT MLP ENERGY INFRASTRUCTURE I     2020-09-17
1000. TECHNOLOGY SELECT SECTOR S P D R     2020-09-18
13545.707 VANGUARD GLOBAL EQUITY FUND - IV     2020-09-18
1. WELLS FARGO & CO NEW   1911-11-11 2020-10-02
1325. MYLAN NV   2020-01-09 2020-11-17
.4242 VIATRIS INC   2020-01-09 2020-11-30
100000. U S TREASURY BD 1.875% 12/15/20   2018-12-11 2020-12-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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 19,662   12,091 7,571
b 37,734   18,370 19,364
c 17,716   14,271 3,445
d 39,636   27,759 11,877
e 9,283   8,677 606
35,682   14,279 21,403
31,683   20,289 11,394
32,339   26,051 6,288
13,545   11,769 1,776
25,166   16,393 8,773
104,249   100,000 4,249
84,994   77,963 7,031
93,953   60,134 33,819
18,167   21,092 -2,925
11,157   10,702 455
40,911   35,959 4,952
21,517   22,770 -1,253
107,538   96,604 10,934
14,842   27,833 -12,991
23,375   17,950 5,425
23,774   23,081 693
22,515   17,150 5,365
20,449   23,769 -3,320
19,983   5,853 14,130
15,561   40,040 -24,479
28,186   38,435 -10,249
17,921   16,343 1,578
18,278   21,961 -3,683
50,705   62,595 -11,890
32,807   40,618 -7,811
39,201   19,803 19,398
100,000   100,000  
25,442   46,635 -21,193
17,987   13,947 4,040
21,215   17,747 3,468
11,963   26,767 -14,804
25,654   23,371 2,283
134,612   90,897 43,715
93,376   181,082 -87,706
113,319   107,680 5,639
450,937   425,000 25,937
196     196
20,875   27,672 -6,797
7   9 -2
100,000   100,000  
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
      17,131
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       7,571
b       19,364
c       3,445
d       11,877
e       606
      21,403
      11,394
      6,288
      1,776
      8,773
      4,249
      7,031
      33,819
      -2,925
      455
      4,952
      -1,253
      10,934
      -12,991
      5,425
      693
      5,365
      -3,320
      14,130
      -24,479
      -10,249
      1,578
      -3,683
      -11,890
      -7,811
      19,398
       
      -21,193
      4,040
      3,468
      -14,804
      2,283
      43,715
      -87,706
      5,639
      25,937
      196
      -6,797
      -2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 93,832
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,172
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,172
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,172
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,524
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,524
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 4,352
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,172 RefundedBullet 11 3,180
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)
    bulletKS
    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 ofbulletLAURA LINTECUM Telephone no.bullet (314) 418-2912

    Located atbullet6940 MISSION ROADPRAIRIE VILLAGEKS ZIP+4bullet66208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    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
    PATRICIA HARTLEY BOARD MEMBER
    1     		0    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    LAURA H LINTECUM PRESIDENT
    4     		33,000    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    ELIZABETH H WINETROUB VICE PRESIDENT
    4     		33,000    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    ANN H BUSH SECRETARY/TREASURER
    4     		33,000    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    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
    5,275,242
    b
    Average of monthly cash balances.......................
    1b
    143,005
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,418,247
    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
    5,418,247
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,274
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,336,973
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    266,849
    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
    266,849
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,172
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,172
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    265,677
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    265,677
    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
    265,677
    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
    349,924
    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
    349,924
    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
    349,924
    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 7 265,677
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 96,927
    b From 2016...... 27,026
    c From 2017...... 57,437
    d From 2018...... 53,684
    e From 2019...... 72,857
    fTotal of lines 3a through e........ 307,931
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 349,924
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 265,677
    e Remaining amount distributed out of corpus 84,247
    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 5 392,178
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		96,927
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		295,251
    10 Analysis of line 9:
    a Excess from 2016.... 27,026
    b Excess from 2017.... 57,437
    c Excess from 2018.... 53,684
    d Excess from 2019.... 72,857
    e Excess from 2020.... 84,247
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAURA H LINTECUM
    8122 EL MONTE ST
    PRAIRIE VILLAGE,KS66208
    (913) 381-2448
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A PUBLIC CHARITY AS DESCRIBED UNDER 501(C)(3) OF THE IRC.
    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
    WAYSIDE WAIFS
    3901 MARTHA TRUMAN RD
    KANSAS CITY,MO64137     		NONE PC GENERAL OPERATING 5,000
    KAUFFMAN CTR FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64106     		NONE PC GENERAL OPERATING 5,000
    AMERICAN RED CROSS
    211 W AMOUR BLVD
    KANSAS CITY,MO64111     		NONE PC GENERAL OPERATING 5,000
    DOLE INSTITUTE OF POLITICS
    2350 PETEFISH DR
    LAWRENCE,KS66045     		NONE PC GENERAL OPERATING 2,000
    GLOBAL ORPHAN PROJECT
    6114 N 9 HWY
    PARKVILLE,MO64152     		NONE PC GENERAL OPERATING 1,000
    ANGEL FLIGHT CENTRAL
    CHARLES B WHEELER DOWNTOWN AIRPORT
    10 RICHARDS ROAD
    KANSAS CITY,MO64116     		NONE PC GENERAL OPERATING 2,500
    WILLIAMS EDUCATION FUND
    1651 NAISMITH DR
    LAWRENCE,KS66045     		NONE PC GENERAL OPPERATING 10,000
    HOPE HOUSE
    PO BOX 577
    LEES SUMMIT,MO64063     		NONE PC GENERAL OPERATING 5,000
    MIDWEST INNOCENCE PROJECT
    3619 BROADWAY BLVD
    KANSAS CITY,MO64111     		NONE PC GENERAL OPERATING 5,000
    JUST LIKE YOU FILMS
    7301 MISSION RD SUITE 321
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 2,000
    KANSAS AUDIO READER NETWORK
    1120 WEST 11TH ST
    LAWRENCE,KS66044     		NONE PC GENERAL OPERATING 5,000
    BOYS AND GIRLS CLUB OF GREATER KC
    4001 BLUE PKWY 102
    KANSAS CITY,MO64130     		NONE PC GENERAL OPERATING 2,500
    HARVESTERS
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		NONE PC GENERAL OPERATING 5,000
    KU WILLIAMS FUND
    1651 NAISMITH DR
    LAWRENCE,KS660454069     		NONE I SCHOLARSHIP 10,000
    HEART TO HEART INTERNATIONAL
    13250 W 98TH STREET
    LENEXA,KS66215     		NONE PC GENERAL OPERATING 10,000
    THE CHILDREN'S PLACE
    2 EAST 59TH STREET
    KANSAS CITY,MO64113     		NONE I SCHOLARSHIP 1,000
    TURNING POINT
    8900 STATE LINE RD STE 240
    LEAWOOD,KS66206     		NONE PC GENERAL OPERATING 1,000
    KCPT
    125 EAST THIRTY-FIRST ST
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 1,000
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 18,500
    SALVATION ARMY
    3637 BROADWAY
    KANSAS CITY,MO64111     		NONE PC GENERAL OPERATING 7,500
    ST ANDREWS EPISCOPAL CHURCH
    6401 WORNALL TERRACE
    KANSAS CITY,MO64113     		NONE PC GENERAL OPERATING 20,250
    CHRISTO REY SCHOOL
    211 W LINWOOD
    KANSAS CITY,MO64111     		NONE I SCHOLARSHIP 1,000
    ERIC'S CAMP FUND
    PO BOX 8138
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 1,000
    KANSAS CITY REPERTORY THEATRE
    4949 CHERRY STREET
    KANSAS CITY,MO64110     		NONE PC GENERAL OPERATING 2,000
    HARVESTERS COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64129     		NONE PC GENERAL OPERATING 4,000
    LITERACY KANSAS CITY
    3036 TROOST AVE
    KANSAS CITY,MO641091539     		NONE PC GENERAL OPERATING 1,000
    CHILDRENS MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 5,200
    CITY UNION MISSION
    1100 EAST 11TH ST
    KANSAS CITY,MO64106     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY CAPITAL FUND
    3200 WAYNE AVE
    KANSAS CITY,MO641092062     		NONE PC GENERAL OPERATING 5,000
    HEARTLAND THERAPEUTIC RIDING
    PO BOX 391
    STILLWELL,KS66085     		NONE PC GENERAL OPERATING 2,000
    SHARON LEE FAMILY HEALTH CARE
    340 SOUTHWEST BLVD
    KANSAS CITY,KS661032150     		NONE PC GENERAL OPERATING 2,500
    OPERATION BREAKTHROUGH
    PO BOX 412482
    KANSAS CITY,MO64141     		NONE PC GENERAL OPERATING 10,000
    KVC HEALTH SYSTEMS
    21350 WEST 153RD STREET
    OLATHE,KS66061     		NONE PC GENERAL OPERATING 10,000
    CASA OF JOHNSON AND WYANDOTTE COUNTIES
    6950 SQUIBB ROAD 300
    MISSION,KS66202     		NONE PC GENERAL OPERATING 5,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		NONE PC GENERAL OPERATING 5,000
    BENILDE HALL
    3220 EAST 23RD STREET
    KANSAS CITY,MO64127     		NONE PC GENERAL OPERATING 2,500
    HARVESTERS - THE COMMUNITY FOOD--
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		NONE PC GENERAL OPERATING 1,000
    KC PET PROJECT
    7077 ELMWOOD AVENUE
    KANSAS CITY,MO64132     		NONE PC GENERAL OPERATING 1,000
    NATIONAL WW1 MUSEUM & MEMORIAL
    2 MEMORIAL DRIVE
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 2,000
    NEW HOUSE
    PO BOX 240019
    KANSAS CITY,MO641240019     		NONE PC GENERAL OPERATING 2,500
    REACH OUT & READ KANSAS CITY
    MS 1051
    KANSAS CITY,KS66160     		NONE PC GENERAL OPERATING 1,000
    SWOPE HEALTH FOUNDATION
    3801 BLUE PARKWAY
    KANSAS CITY,MO64130     		NONE PC GENERAL OPERATING 1,000
    ABILITY KC
    3011 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 500
    KU ENDOWMENT
    PO BOX 928
    LAWRENCE,KS660440928     		NONE PC GENERAL OPERATING 135,000
    TEXAS ARCHIVE OF THE MOVING IMAGE
    3908 AVENUE B SUITE 306
    AUSTIN,TX78751     		NONE PC GENERAL OPERATING 500
    Total .................................bullet 3a 329,950
    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....     14 121,131  
    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 93,832  
    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)..   214,963  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    214,963
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Name of Bond End of Year Book Value End of Year Fair Market Value
    857477AL7 STATE STREET CORP 100,307 106,333
    822582AS1 SHELL INTERNATIONAL 99,966 103,483
    166764AH3 CHEVRON CORP 99,516 106,356
    94974BGM6 WELLS FARGO CO MTN    
    6174468C6 MORGAN STANLEY 100,119 114,437
    037833AR1 APPLE INC 100,125 100,813
    20030NBS9 COMCAST CORP 95,191 111,646
    961214DZ3 WESTPAC BANKING CORP 100,269 107,997
    91324PCP5 UNITEDHEALTH GROUP 100,072 113,934
    07330MAA5 BRANCH BANKING TRUST 99,998 115,233
    459200HU8 IBM CORP 100,605 109,821
    9128285L0 U S TREASURY NT 100,040 102,375
    370334CF9 GENERAL MILLS INC 99,381 113,049
    9128283L2 U S TREASURY BD    
    057071854 BAIRD AGGREGATE BOND 416,861 423,041
    89153VAT6 TOTAL CAPITAL INTL 102,532 111,437

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00206R102 ATT INC 23,085 21,570
    037833100 APPLE INC 17,233 148,613
    571748102 MARSH MCLENNAN COS I    
    06828M876 BARON EMERGING MARKE 154,942 277,724
    17275R102 CISCO SYSTEMS INC 64,682 65,335
    78462F103 SPDR S P 500 ETF 122,968 272,932
    779556109 ROWE T PRICE MID-CAP 117,375 248,700
    478160104 JOHNSON JOHNSON    
    166764100 CHEVRON CORPORATION 17,350 15,201
    718546104 PHILLIPS 66 14,319 14,617
    907818108 UNION PACIFIC CORP    
    G1151C101 ACCENTURE PLC CL A 5,782 18,285
    00287Y109 ABBVIE INC    
    594918104 MICROSOFT CORP 33,484 137,900
    46625H100 J P MORGAN CHASE CO 43,388 76,242
    79471L602 SALIENT MLP ENERGY I    
    91324P102 UNITED HEALTH GROUP 34,732 47,342
    20030N101 COMCAST CORP CL A 47,033 67,229
    H1467J104 CHUBB LTD 49,022 68,494
    09247X101 BLACKROCK INC 27,186 46,900
    438516106 HONEYWELL INTERNATIO 51,653 86,144
    922908686 VANGUARD SMALL CAP I    
    670678507 NUVEEN REAL ESTATE S    
    713448108 PEPSICO INC    
    717081103 PFIZER INC 56,206 57,976
    921937694 VANGUARD MIDCAP VALU 157,930 169,312
    88579Y101 3M CO 66,997 57,855
    931142103 WAL MART STORES INC 48,436 74,958
    440452100 HORMEL FOODS CORP    
    023135106 AMAZON.COM INC 83,474 162,847
    060505104 BANK OF AMERICA CORP 72,848 77,291
    56585A102 MARATHON PETROLEUM C 86,601 64,108
    882508104 TEXAS INSTRUMENTS IN 44,319 65,652
    247361702 DELTA AIR LINES INC    
    693475105 P N C FINANCIAL SERV    
    375558103 GILEAD SCIENCES INC 38,466 32,626
    12572Q105 CME GROUP INC 71,156 67,359
    097023105 BOEING CO    
    464288448 ISHARES INTERNATIONA    
    09253F408 ISHARES MSCI EAFE IN 375,000 417,045
    92826C839 VISA INC 30,562 37,184
    055622104 BP PLC SPONS A D R    
    922038203 VANGUARD GLOBAL EQUI    
    02079K305 ALPHABET INC CL A 60,260 96,395
    641233200 NEUBERGER BERMAN GEN 55,000 65,831
    437076102 HOME DEPOT INC 26,594 37,187
    958102105 WESTERN DIGITAL CORP 15,395 18,002
    012653101 ALBEMARLE CORP 24,720 54,582
    N53745100 LYONDELLBASELL INDUS 42,220 45,463
    002824100 ABBOTT LABORATORIES 43,389 54,745
    92343V104 VERIZON COMMUNICATIO 41,355 41,125
    031162100 AMGEN INC 27,110 33,338
    03027X100 AMERICAN TOWER CORP 53,852 56,115
    57636Q104 MASTERCARD INC 61,771 78,527
    172967424 CITIGROUP INC    
    253868103 DIGITAL REALTY TRUST 43,315 52,316
    127097103 CABOT OIL GAS CORP C    
    344849104 FOOT LOCKER INC    
    87612E106 TARGET CORP 26,113 28,245
    92556V106 VIATRIS INC 30,760 28,485
    57772K101 MAXIM INTEGRATED PRO 43,282 61,966
    855244109 STARBUCKS CORP 21,268 28,885
    98419M100 XYLEM INC 41,436 61,074
    620076307 MOTOROLA SOLUTIONS I 22,460 22,958
    808513105 SCHWAB CHARLES CORP 54,444 76,908

    TY 2020 OtherAssetsSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    000000000 MISCELLANEOUS ENTRY 1,798 1,197 1,197


    TY 2020 OtherDecreasesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Amount
    ROC ADJ OF CY SALES 4,669
    PFIZER INC BASIS ADJUSTMENT 3,097
    PAYROLL TIMING ADJ 7,419


    TY 2020 OtherExpensesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 3 3   0


    TY 2020 OtherIncreasesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Amount
    MYLAN CORPORATE ACTION ADJUSTMENT 6,797
    COST BASIS ADJUSTMENT 1,038


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 36,071 36,071    


    TY 2020 TaxesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 830 830   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,745 0   0
    FEDERAL ESTIMATES - PRINCIPAL 5,524 0   0