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
THE TOLLESON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1890 CASTLEWAY LANE NE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30345
A Employer identification number

20-1295875
B Telephone number (see instructions)

(404) 813-2106
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$2,233,498J 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 373 373  
4 Dividends and interest from securities... 45,903 45,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,132
b Gross sales price for all assets on line 6a 232,565
7 Capital gain net income (from Part IV, line 2)... 54,132
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 32 32  
12 Total. Add lines 1 through 11........ 100,440 100,364  
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).........       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 14,091 14,091   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,602 268   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,193 14,359 0 2,500
25 Contributions, gifts, grants paid....... 166,000 166,000
26 Total expenses and disbursements. Add lines 24 and 25 184,193 14,359 0 168,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -83,753
b Net investment income (if negative, enter -0-) 86,005
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............. 1,958    
2 Savings and temporary cash investments......... 67,004 52,924 52,924
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).......   Click to see attachment266,072 578,774
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).......... 1,752,912 Click to see attachment1,418,767 1,601,800
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) 1,821,874 1,737,763 2,233,498
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........ 1,821,874 1,737,763
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)..... 1,821,874 1,737,763
30 Total liabilities and net assets/fund balances (see instructions). 1,821,874 1,737,763
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
1,821,874
2
Enter amount from Part I, line 27a .....................
2
-83,753
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,806
4
Add lines 1, 2, and 3 ..........................
4
1,739,927
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,164
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,737,763
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 55. CISCO SYSTEMS     2020-01-14
b 11. BOEING CO   2019-04-04 2020-01-28
c 18. BOEING CO   2018-12-04 2020-01-28
d 46. EOG RESOURCES INC   2014-02-26 2020-03-09
e 87. SCHLUMBERGER LTD     2020-03-09
.7088 INGERSOLL-RAND INC   2016-06-29 2020-03-16
50. MICRON TECHNOLOGY INC   2020-01-14 2020-03-19
22. PIONEER NATURAL RESOURCES CO   2018-11-20 2020-03-31
.7224 RAYTHEON TECHNOLOGIES CORP   2016-05-16 2020-04-23
2084.204 CAMBIAR INTL EQUITY FUND-INS     2020-06-10
33. MCDONALDS CORP   2018-03-16 2020-07-21
1. ADOBE INC   2019-06-24 2020-09-09
10. ALLSTATE CORP   2012-09-07 2020-09-09
1. ALPHABET INC CL C     2020-09-09
1. ALPHABET INC CL A   2009-07-09 2020-09-09
2. AMAZON.COM INC   2017-10-09 2020-09-09
7. AMGEN INC   2009-07-09 2020-09-09
10. APPLE COMPUTER CORPORATION COMMON   2009-07-09 2020-09-09
20. APPLE COMPUTER CORPORATION COMMON   2020-03-19 2020-09-09
2. APPLIED MATERIALS INC   2019-09-13 2020-09-09
9. ASSURANT INC   2018-12-04 2020-09-09
47. BANK OF AMERICA CORP   2009-07-09 2020-09-09
7. BERKSHIRE HATHAWAY INC CL B   2018-11-06 2020-09-09
29. BOSTON SCIENTIFIC CORP   2018-01-31 2020-09-09
9. CAPITAL ONE FINANCIAL CORP   2018-03-20 2020-09-09
7. CARDINAL HEALTH INC     2020-09-09
6. CARLISLE COS INC   2019-09-05 2020-09-09
12. CHEVRON CORP   2019-04-15 2020-09-09
22. CISCO SYSTEMS   2016-07-27 2020-09-09
20. CITIZENS FINANCIAL GROUP INC   2015-08-19 2020-09-09
31. COMCAST CORP NEW CL A   2019-03-29 2020-09-09
10. CORTEVA INC   2016-12-05 2020-09-09
6. COSTCO WHOLESALE CORP   2016-07-07 2020-09-09
8. CROWN CASTLE INTL CORP REIT   2016-08-23 2020-09-09
2354.787 DFA INTERNATIONAL CORE EQTY   2015-03-20 2020-09-09
9. DIGITAL REALTY TRUST INC REIT   2016-06-17 2020-09-09
15. DISNEY WALT COMPANY   2009-07-09 2020-09-09
12. DOW INC   2016-12-05 2020-09-09
4. ECOLAB INC   2012-03-06 2020-09-09
7. EMERSON ELEC CO   2020-01-28 2020-09-09
5. FACEBOOK INC-A   2019-10-29 2020-09-09
9. FIDELITY NATL INFORMATION SVCS INC   2019-04-12 2020-09-09
12. HOME DEPOT INC   2009-07-09 2020-09-09
5. HONEYWELL INTERNATIONAL INC   2016-12-02 2020-09-09
6. INCYTE CORPORATION   2019-09-03 2020-09-09
6. INGERSOLL-RAND INC   2016-06-29 2020-09-09
1. INTUITIVE SURGICAL INC   2018-03-20 2020-09-09
8. JOHNSON & JOHNSON   2019-05-02 2020-09-09
20. KNIGHT-SWIFT TRANSN HLDGS INC   2020-07-21 2020-09-09
4. MASTERCARD INC CL A   2019-09-13 2020-09-09
18. MERCK & CO INC   2009-07-09 2020-09-09
26. MICROSOFT CORPORATION     2020-09-09
8. NEXTERA ENERGY INC   2015-01-21 2020-09-09
17. NIKE INC-CLASS B   2018-04-24 2020-09-09
9. NOVARTIS AG SPONS ADR   2019-09-03 2020-09-09
2. NVIDIA CORP   2018-02-07 2020-09-09
8. PNC BANK CORP COM   2011-01-21 2020-09-09
9. PROCTOR AND GAMBLE COMPANY   2019-10-29 2020-09-09
15. QUANTA SERVICES INC   2020-01-28 2020-09-09
10. RAYTHEON TECHNOLOGIES CORP   2016-05-16 2020-09-09
5. SALESFORCE COM INC   2018-02-07 2020-09-09
5. THERMO FISHER SCIENTIFIC INC   2018-03-20 2020-09-09
7. TRACTOR SUPPLY CO   2018-09-18 2020-09-09
9. UNION PAC CORP   2016-11-21 2020-09-09
7. UNITED HEALTH GROUP INC   2017-01-06 2020-09-09
22. VERIZON COMMUNICATIONS INC     2020-09-09
9. VISA INC   2009-07-09 2020-09-09
13. WAL MART STORES INCORPORATED   2019-08-19 2020-09-09
4. XILINX INC   2019-05-02 2020-09-09
59. NOMAD FOODS LTD   2019-03-08 2020-09-09
8. TRANE TECHNOLOGIES PLC   2016-06-29 2020-09-09
159. CISCO SYSTEMS   2016-07-27 2020-10-06
21. MICROSOFT CORPORATION   2012-04-27 2020-10-06
54. EMERSON ELEC CO   2020-01-28 2020-12-03
58. PROCTOR AND GAMBLE COMPANY     2020-12-03
38. SALESFORCE COM INC   2018-02-07 2020-12-03
118. VERIZON COMMUNICATIONS INC   2009-07-09 2020-12-03
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 2,636   1,697 939
b 3,484   4,345 -861
c 5,701   6,377 -676
d 1,739   4,301 -2,562
e 1,375   4,785 -3,410
15   11 4
1,833   2,891 -1,058
1,532   3,359 -1,827
46   41 5
48,791   50,571 -1,780
6,392   5,364 1,028
476   301 175
933   385 548
1,557   210 1,347
1,546   207 1,339
6,533   1,986 4,547
1,721   406 1,315
1,175   49 1,126
2,349   1,237 1,112
111   104 7
1,096   867 229
1,204   570 634
1,548   1,523 25
1,209   811 398
638   893 -255
350   341 9
752   868 -116
966   1,443 -477
888   677 211
543   530 13
1,388   1,238 150
289   355 -66
2,088   976 1,112
1,293   721 572
30,000   29,223 777
1,326   912 414
2,026   340 1,686
595   658 -63
815   237 578
483   523 -40
1,368   948 420
1,337   1,021 316
3,341   275 3,066
836   541 295
546   479 67
213   95 118
722   431 291
1,204   1,123 81
937   909 28
1,364   1,109 255
1,541   490 1,051
5,524   1,013 4,511
2,287   875 1,412
1,969   1,143 826
797   809 -12
1,009   459 550
885   484 401
1,251   1,118 133
789   602 187
601   562 39
1,250   554 696
2,103   1,070 1,033
987   621 366
1,747   910 837
2,201   1,133 1,068
1,334   1,011 323
1,851   136 1,715
1,847   1,484 363
402   475 -73
1,481   1,260 221
944   381 563
6,176   4,896 1,280
4,406   673 3,733
4,106   4,036 70
7,958   5,593 2,365
8,485   4,207 4,278
7,220   3,174 4,046
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
      10,104
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       939
b       -861
c       -676
d       -2,562
e       -3,410
      4
      -1,058
      -1,827
      5
      -1,780
      1,028
      175
      548
      1,347
      1,339
      4,547
      1,315
      1,126
      1,112
      7
      229
      634
      25
      398
      -255
      9
      -116
      -477
      211
      13
      150
      -66
      1,112
      572
      777
      414
      1,686
      -63
      578
      -40
      420
      316
      3,066
      295
      67
      118
      291
      81
      28
      255
      1,051
      4,511
      1,412
      826
      -12
      550
      401
      133
      187
      39
      696
      1,033
      366
      837
      1,068
      323
      1,715
      363
      -73
      221
      563
      1,280
      3,733
      70
      2,365
      4,278
      4,046
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 54,132
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 1,195
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 1,195
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 1,195
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 937
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 856
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,793
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 10 598
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet598 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)
    bulletGA
    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 ofbulletSUNTRUST BANK Telephone no.bullet (404) 813-2106

    Located atbulletPO BOX 1908ORLANDOFL ZIP+4bullet32802
    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
    ANNE E TOLLESON BD OF TRUSTEES
    0     		0    
    1890 CASTLEWAY LANE
    ATLANTA,GA30345
    G PATRICK TOLLESON BD OF TRUSTEES
    0     		0    
    1890 CASTLEWAY LANE
    ATLANTA,GA30345
    M KATHRYN TOLLESON BD OF TRUSTEES
    0     		0    
    1890 CASTLEWAY LANE
    ATLANTA,GA30345
    SARA MEADOWS TOLLESON BD OF TRUSTEES
    0     		0    
    1890 CASTLEWAY LANE
    ATLANTA,GA30345
    LAURA E IMPERIAL BD OF TRUSTEES
    0     		0    
    1890 CASTLEWAY LANE
    ATLANTA,GA30345
    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
    2,107,870
    b
    Average of monthly cash balances.......................
    1b
    61,393
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,169,263
    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
    2,169,263
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    32,539
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,136,724
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    106,836
    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
    106,836
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,195
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,195
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    105,641
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    105,641
    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
    105,641
    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
    168,500
    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
    168,500
    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
    168,500
    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 7 105,641
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 26,188
    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$ 168,500
    a Applied to 2019, but not more than line 2a 26,188
    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..... 105,641
    e Remaining amount distributed out of corpus 36,671
    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 36,671
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		36,671
    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.... 36,671
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SAVE THE CHILDREN
    KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		NONE PC GENERAL OPERATING 18,000
    ACTION AGAINST HUNGER USA
    ONE WHITEHALL STREET FLOOR 2
    NEW YORK,NY10004     		NONE PC GENERAL 10,000
    SALVATION ARMY
    PO BOX 1959
    ATLANTA,GA30301     		NONE PC GENERAL 25,000
    KIPP BALTIMORE INC
    ATTN DEVELOPMENT OFFICE
    2000 EDGEWOOD STREET
    BALTIMORE,MD21216     		NONE PC GENERAL 5,000
    FOCUSED COMMUNITY STRATEGIES
    PO BOX 17628
    ATLANTA,GA30316     		NONE PC GENERAL 10,000
    MEDSHARE INTERNATIONAL
    3240 CLIFTON SPRINGS ROAD
    DECATUR,GA30034     		NONE PC GENERAL 10,000
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN56007     		NONE PC GENERAL 5,000
    KIPP BALTIMORE
    4701 GREENSPRING AVENUE
    BALTIMORE,MD21209     		NONE PC GENERAL 10,000
    MUST MINISTRIES
    PO BOX 1717
    MARIETTA,GA30061     		NONE PC GENERAL 12,000
    UNDER THE SAME SUN
    1685 H STREET 966
    BLAINE,WA98230     		NONE PC GENERAL 10,000
    AMERICAN JEWISH JOINT DISTRIBUTION
    220 EAST 42ND STREET
    NEW YORK,NY10017     		NONE PC GENERAL 14,000
    WORLD RELIEF (FOR CONGO WORK)
    ATTN DONATIONS
    7 EAST BALTIMORE STREET
    BALTIMORE,MD21202     		NONE PC GENERAL 10,000
    FOUNDATION FOR SARCOIDOSIS RESEARCH
    1820 W WEBSTER AVE
    CHICAGO,IL60614     		NONE PC GENERAL 2,000
    RESOURCE SERVICES MINISTRIES
    D/B/A HOPE WORKS
    751 RICE STREET NW
    ATLANTA,GA30318     		NONE PC GENERAL 10,000
    DOCTORS WITHOUT BORDERS USA
    PO BOX 5030
    HAGERSTOWN,MD21741     		NONE PC GENERAL 5,000
    CURE INTERNATIONAL
    17011 HICKORY STREET
    SPRING LAKE,MI49456     		NONE PC GENERAL 7,500
    CHARITY NAVIGATOR
    PO BOX 6002
    BELLMAR,NJ08099     		NONE PC GENERAL 1,000
    AWARE WILDLIFE CENTER
    4158 KLONDIKE ROAD
    STONECREST,GA30038     		NONE PC GENERAL 1,500
    Total .................................bullet 3a 166,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 373  
    4 Dividends and interest from securities....     14 45,935  
    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 54,132  
    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)..   100,440  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    100,440
    (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:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Name of Stock End of Year Book Value End of Year Fair Market Value
    60505104 BANK OF AMERICA CORP 4,842 12,397
    67066G104 NVIDIA CORP 5,826 14,099
    907818108 UNION PAC CORP 1,593 12,701
    174610105 CITIZENS FINANCIAL G 5,167 6,973
    46120E602 INTUITIVE SURGICAL I 4,737 8,999
    G6564A105 NOMAD FOODS LTD 5,037 6,940
    278865100 ECOLAB INC 1,484 5,409
    58933Y105 MERCK & CO INC 3,022 9,080
    30303M102 FACEBOOK INC-A 14,834 16,663
    84670702 BERKSHIRE HATHAWAY IN 9,295 10,434
    23135106 AMAZON.COM INC 9,166 32,569
    31162100 AMGEN INC 2,206 8,737
    04621X108 ASSURANT INC 4,722 6,675
    097023105 BOEING CO COM    
    14040H105 CAPITAL ONE FINANCIA 3,771 8,007
    22160K105 COSTCO WHOLESALE COR 6,036 14,318
    883556102 THERMO FISHER SCIENT 5,682 13,508
    91324P102 UNITEDHEALTH GROUP I 4,980 14,378
    101137107 BOSTON SCIENTIFIC CO 5,341 6,866
    437076102 HOME DEPOT INC 1,281 14,875
    693475105 PNC FINL SVCS GROUP 4,056 9,983
    92826C839 VISA INC CL A 862 12,468
    20002101 ALLSTATE CORP 2,347 6,706
    254687106 DISNEY WALT CO NEW 1,607 12,864
    594918104 MICROSOFT CORP 5,816 42,705
    654106103 NIKE INC-CLASS B 6,049 12,732
    65339F101 NEXTERA ENERGY INC 4,596 12,961
    02079K305 ALPHABET INC CL A 1,034 8,763
    166764100 CHEVRON CORP 7,741 7,178
    892356106 TRACTOR SUPPLY CO 4,525 7,170
    931142103 WALMART INC 8,771 12,253
    02079K107 ALPHABET INC CL C 1,860 15,767
    37833100 APPLE INC 1,557 42,195
    438516106 HONEYWELL INTERNATIO 3,788 7,445
    38222105 APPLIED MATERIALS INC 5,408 9,148
    142339100 CARLISLE COS INC 5,932 6,403
    260557103 DOW INC 4,073 4,440
    478160104 JOHNSON & JOHNSON 6,646 7,554
    499049104 KNIGHT-SWIFT TRANSN 5,451 5,018
    617446448 MORGAN STANLEY 6,677 7,127
    747525103 QUALCOMM INC 8,826 11,121
    983919101 XILINX INC 5,724 7,230
    7.5513E+105 RAYTHEON TECHNOLOG 4,385 5,578
    7.4762E+106 QUANTA SERVICES IN 4,011 7,202
    00724F101 ADOBE INC 7,876 11,503
    14149Y108 CARDINAL HEALTH INC 4,188 4,606
    20030N101 COMCAST CORP-CL A 6,149 8,070
    22052L104 CORTEVA INC 3,888 5,227
    26614N102 DUPONT DE NEMOURS IN 3,988 3,911
    31620M106 FIDELITY NATL INFORM 5,444 6,790
    45337C102 INCYTE CORPORATION 2,557 2,783
    45687V106 INGERSOLL-RAND INC 4,878 6,378
    57636Q104 MASTERCARD INC CL A 9,722 11,779
    66987V109 NOVARTIS AG SPONSORE 4,045 4,249
    G8994E103 TRANE TECHNOLOGIES P 2,573 7,839

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    258620103 DOUBLELINE TOTAL RET AT COST 167,743 162,254
    464287168 ISHARES DJ SELECT DI AT COST 49,406 55,015
    233203371 DFA INTERNATIONAL CO AT COST 57,620 69,992
    00769G543 CAMBIAR INTL EQUITY      
    253868103 DIGITAL REALTY TRUST AT COST 3,850 5,301
    722005816 PIMCO INVESTMENT GRA AT COST 329,300 364,982
    46429B267 ISHARES US TREASURY AT COST 406,257 433,525
    78462F103 SPDR S&P 500 ETF TRU AT COST 7,415 19,816
    92206C755 VANGUARD MORTGAGE-BA AT COST 269,148 279,205
    22822V101 CROWN CASTLE INTERNA AT COST 3,728 6,527
    30303M102 FACEBOOK INC CL A CO      
    02079K305 ALPHABET INC CL A      
    260557103 DOW INC      
    00724F101 ADOBE SYSTEMS INC CO      
    020002101 ALLSTATE CORP COM      
    254687106 WALT DISNEY CO COM      
    594918104 MICROSOFT CORP COM      
    00143W859 INVESCO DEVELOPING M AT COST 36,735 66,741
    22052L104 CORTEVA INC      
    46120E602 INTUITIVE SURGICAL I      
    023135106 AMAZON INC COM      
    031162100 AMGEN INC COM      
    04621X108 ASSURANT INC COM      
    097023105 BOEING CO COM      
    14040H105 CAPITAL ONE FINL COR      
    22160K105 COSTCO WHOLESALE COR      
    26875P101 EOG RESOURCES INC CO      
    580135101 MCDONALDS CORP COM      
    883556102 THERMO FISHER SCIENT      
    91324P102 UNITEDHEALTH GROUP I      
    57636Q104 MASTERCARD INC CL A      
    02079K107 ALPHABET INC CL C      
    G6564A105 NOMAD FOODS LTD      
    654106103 NIKE INC CL B COM      
    65339F101 NEXTERA ENERGY INC C      
    26614N102 DUPONT DE NEMOURS IN      
    166764100 CHEVRON CORP COM      
    478160104 JOHNSON & JOHNSON CO      
    892356106 TRACTOR SUPPLY CO CO      
    931142103 WAL-MART STORES INC      
    983919101 XILINX INC COM      
    G47791101 INGERSOLL-RAND PLC C      
    174610105 CITIZENS FINANCIAL G      
    038222105 APPLIED MATLS INC CO      
    060505104 BANK OF AMERICA CORP      
    66987V109 NOVARTIS AG ADR      
    101137107 BOSTON SCIENTIFIC CO      
    437076102 HOME DEPOT INC COM      
    693475105 PNC FINL SVCS GROUP      
    806857108 SCHLUMBERGER LTD COM      
    92826C839 VISA INC CL A COM      
    67066G104 NVIDIA CORP COM      
    907818108 UNION PACIFIC CORP C      
    277902235 EATON VANCE ATLANTA AT COST 38,815 81,067
    037833100 APPLE INC COM      
    142339100 CARLISLE COS INC COM      
    17275R102 CISCO SYS INC COM      
    438516106 HONEYWELL INTL INC C      
    45337C102 INCYTE CORP COM      
    755111507 RAYTHEON CO NEW COM      
    92343V104 VERIZON COMMUNICATIO      
    31620M106 FIDELITY NATL INFORM      
    20030N101 COMCAST CORP COM CL      
    278865100 ECOLAB INC COM      
    723787107 PIONEER NATURAL RESO      
    742718109 PROCTER & GAMBLE CO      
    79466L302 SALESFORCE COM INC C      
    58933Y105 MERCK AND INC COM      
    084670702 BERKSHIRE HATHAWAY I      
    552983470 MFS RESEARCH INTERNA AT COST 48,750 57,375

    TY 2020 OtherDecreasesSchedule
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Description Amount
    COST BASIS ADJ 513
    2020 TRANSACTION POSTED IN 2021 1,651


    TY 2020 OtherIncomeSchedule2
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOREIGN TAX RECLAIM 32 32  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Description Amount
    ROUNDING 8
    2019 TRANSACTION POSTED IN 2020 1,798


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 14,091 14,091    


    TY 2020 TaxesSchedule
    Name:
    THE TOLLESON FAMILY FOUNDATION
    EIN:
    20-1295875
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 58 58   0
    FEDERAL TAX PAYMENT - PRIOR YE 397 0   0
    FEDERAL ESTIMATES - PRINCIPAL 937 0   0
    FOREIGN TAXES ON QUALIFIED FOR 196 196   0
    FOREIGN TAXES ON NONQUALIFIED 14 14   0