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 07-01-2020 , and ending 06-30-2021
Name of foundation
TOUCHPOINT FOUNDATION - HOST
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

94-3339119
B Telephone number (see instructions)

(888) 866-3275
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$2,691,582
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 44,034 43,959  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 161,282
b Gross sales price for all assets on line 6a 509,820
7 Capital gain net income (from Part IV, line 2)... 161,282
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)....... 588 61  
12 Total. Add lines 1 through 11........ 205,904 205,302  
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)....... 2,500 0 0 2,500
c Other professional fees (attach schedule).... 35,346 21,207   14,138
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 747 747   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)....... 2,242 6   2,236
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,835 21,960 0 18,874
25 Contributions, gifts, grants paid....... 177,020 177,020
26 Total expenses and disbursements. Add lines 24 and 25 217,855 21,960 0 195,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -11,951
b Net investment income (if negative, enter -0-) 183,342
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............. 742 457 457
2 Savings and temporary cash investments......... 49,041 59,007 59,007
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) 2,885 Click to see attachment1,553 1,582
b Investments—corporate stock (attach schedule)....... 1,118,415 Click to see attachment1,275,596 2,264,257
c Investments—corporate bonds (attach schedule)....... 58,050 Click to see attachment41,790 45,504
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 462,905 Click to see attachment289,784 320,775
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) 1,692,038 1,668,187 2,691,582
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........ 1,692,038 1,668,187
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)..... 1,692,038 1,668,187
30 Total liabilities and net assets/fund balances (see instructions). 1,692,038 1,668,187
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
1,692,038
2
Enter amount from Part I, line 27a .....................
2
-11,951
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,680,087
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,900
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,668,187
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 10. ABBOTT LABORATORIES   2009-08-25 2021-06-29
b 28. ABBVIE INC   2009-08-25 2020-09-15
c 17. ABBVIE INC   2018-02-02 2021-06-29
d 33. ABBVIE INC   2013-06-07 2021-06-29
e 16. ABBVIE INC   2009-08-25 2021-06-29
12. ABBVIE INC   2016-04-28 2021-06-29
1. AIR PRODUCTS & CHEMICALS INC   2017-11-14 2020-07-24
3. ALTRIA GROUP INC   2009-06-04 2021-06-29
65. ALTRIA GROUP INC   2009-08-25 2021-06-29
2000. AMERICAN EXPRESS CREDIT   2016-05-03 2021-04-05
1. ANSYS INC   2018-07-27 2020-07-24
40. APPLE INC   2011-05-26 2020-08-07
300. APPLE INC   2017-07-13 2020-10-22
300. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2016-12-22 2020-10-22
130. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2016-12-22 2021-02-23
1. AUTODESK INC COM   2017-11-14 2020-07-24
7. BLACK KNIGHT HOLDCO CORP   2017-11-14 2020-09-08
3. BROOKFIELD ASSET MANAGEMENT INC   2017-11-14 2020-11-30
12. BROOKFIELD PROPERTY REIT INC   2019-09-24 2021-01-06
24. BROOKFIELD PROPERTY REIT INC   2019-09-24 2021-01-07
12. BROOKFIELD PROPERTY REIT INC   2019-09-24 2021-01-19
10. BROOKFIELD PROPERTY REIT INC   2019-09-25 2021-01-19
.5 BROOKFIELD RENEWABLE   2020-09-08 2020-12-23
3. BROWN-FORMAN CORP   2017-11-14 2021-02-17
11. CBRE GROUP INC   2017-11-14 2020-08-25
4. CBRE GROUP INC   2017-11-14 2020-12-09
11. CBRE GROUP INC   2017-11-14 2021-03-23
16. CBRE GROUP INC   2017-11-14 2021-05-19
15. CBRE GROUP INC   2017-11-14 2021-06-14
6. CARMAX INC   2017-11-14 2020-11-03
5. COGNEX CORP   2019-04-09 2020-08-25
8. COLFAX CORP   2017-11-14 2020-09-21
16. COLFAX CORP   2017-11-14 2020-11-03
31. COLFAX CORP   2017-11-14 2020-11-04
3. COPART INC   2017-11-14 2020-08-25
1. COPART INC   2017-11-14 2020-09-21
3. COPART INC   2017-11-14 2020-11-03
1. CREDIT ACCEP CORP MICH   2019-10-10 2021-05-20
30. DISNEY (WALT) CO COM STK   2016-02-01 2021-02-23
65. DISNEY (WALT) CO COM STK   2016-02-01 2021-03-01
1. DOLLAR GENERAL CORP   2018-06-21 2020-07-24
75. EMERSON ELECTRIC CO   2019-08-08 2021-03-03
2000. ENTERPRISE PRODUCTS OPER   2011-04-15 2020-09-01
8. EQUIFAX INC   2020-11-03 2020-11-18
1. EQUINIX INC   2021-02-11 2021-02-19
1. EQUINIX INC   2020-10-13 2021-02-19
4. EQUINIX INC   2017-11-14 2021-02-19
1. EQUINIX INC   2019-11-27 2021-02-19
8. FASTENAL CO   2017-11-14 2020-07-24
3. FASTENAL CO   2017-11-14 2020-08-25
99.12 FNMA PAS3154 04%2044   2020-07-27 2020-07-27
85.11 FNMA PAS3154 04%2044   2020-08-25 2020-08-25
62.6 FNMA PAS3154 04%2044   2020-09-25 2020-09-25
87.43 FNMA PAS3154 04%2044   2020-10-26 2020-10-26
97.04 FNMA PAS3154 04%2044   2020-11-25 2020-11-25
58.49 FNMA PAS3154 04%2044   2020-12-28 2020-12-28
92.39 FNMA PAS3154 04%2044   2021-01-25 2021-01-25
69.83 FNMA PAS3154 04%2044   2021-02-25 2021-02-25
46.91 FNMA PAS3154 04%2044   2021-03-25 2021-03-25
62.13 FNMA PAS3154 04%2044   2021-04-26 2021-04-26
44.46 FNMA PAS3154 04%2044   2021-05-25 2021-05-25
40.69 FNMA PAS3154 04%2044   2021-06-25 2021-06-25
13.83 FNMA PAS7601 04%2046   2020-07-27 2020-07-27
21.9 FNMA PAS7601 04%2046   2020-08-25 2020-08-25
18.15 FNMA PAS7601 04%2046   2020-09-25 2020-09-25
16. FNMA PAS7601 04%2046   2020-10-26 2020-10-26
16.12 FNMA PAS7601 04%2046   2020-11-25 2020-11-25
20.99 FNMA PAS7601 04%2046   2020-12-28 2020-12-28
19.16 FNMA PAS7601 04%2046   2021-01-25 2021-01-25
10.73 FNMA PAS7601 04%2046   2021-02-25 2021-02-25
15.23 FNMA PAS7601 04%2046   2021-03-25 2021-03-25
18.18 FNMA PAS7601 04%2046   2021-04-26 2021-04-26
10.69 FNMA PAS7601 04%2046   2021-05-25 2021-05-25
20.7 FNMA PAS7601 04%2046   2021-06-25 2021-06-25
16.16 FNMA PMA2907 04%2047   2020-07-27 2020-07-27
21.17 FNMA PMA2907 04%2047   2020-08-25 2020-08-25
21.88 FNMA PMA2907 04%2047   2020-09-25 2020-09-25
21.04 FNMA PMA2907 04%2047   2020-10-26 2020-10-26
18.39 FNMA PMA2907 04%2047   2020-11-25 2020-11-25
11.94 FNMA PMA2907 04%2047   2020-12-28 2020-12-28
20.11 FNMA PMA2907 04%2047   2021-01-25 2021-01-25
14.05 FNMA PMA2907 04%2047   2021-02-25 2021-02-25
16.66 FNMA PMA2907 04%2047   2021-03-25 2021-03-25
16.46 FNMA PMA2907 04%2047   2021-04-26 2021-04-26
12.49 FNMA PMA2907 04%2047   2021-05-25 2021-05-25
11.97 FNMA PMA2907 04%2047   2021-06-25 2021-06-25
8. FIDELITY NATIONAL FINANCIAL INC   2017-11-14 2021-01-19
3. FIDELITY NATIONAL FINANCIAL INC   2017-11-14 2021-05-28
7. FIDELITY NATIONAL FINANCIAL INC   2017-11-14 2021-06-01
5. FIDELITY NATIONAL FINANCIAL INC   2017-11-14 2021-06-21
22. FIDELITY NATIONAL FINANCIAL INC   2017-11-14 2021-06-22
2. FIRST REPUBLIC BANK/CA   2018-05-14 2020-09-08
2. FIRST REPUBLIC BANK/CA   2018-05-14 2020-11-03
4. FIRST REPUBLIC BANK/CA   2018-05-29 2020-11-03
2. FIRST REPUBLIC BANK/CA   2018-05-29 2021-06-14
3. GCI LIBERTY INC REG SHS   2017-11-14 2020-07-24
4. GARTNER GROUP INC NEW CL A   2017-11-27 2020-11-03
3. GARTNER GROUP INC NEW CL A   2017-11-15 2020-11-03
5. GARTNER GROUP INC NEW CL A   2017-11-27 2021-05-19
2. GARTNER GROUP INC NEW CL A   2017-12-07 2021-05-28
4. GARTNER GROUP INC NEW CL A   2017-12-07 2021-06-01
2. GARTNER GROUP INC NEW CL A   2018-02-01 2021-06-14
3. GARTNER GROUP INC NEW CL A   2017-12-07 2021-06-14
1. GARTNER GROUP INC NEW CL A   2018-02-01 2021-06-21
2939.5 GUGGENHEIM LIMITED DURATION FUND   2018-07-05 2020-07-08
.42 GUGGENHEIM LIMITED DURATION FUND   2018-08-31 2020-07-08
21. GUGGENHEIM LIMITED DURATION FUND   2018-09-05 2020-07-08
97.5 GUGGENHEIM LIMITED DURATION FUND   2018-07-05 2021-03-01
375.77 GUGGENHEIM LIMITED DURATION FUND   2019-06-10 2021-03-01
.73 GUGGENHEIM LIMITED DURATION FUND   2019-06-10 2021-03-01
2025. GUGGENHEIM LIMITED DURATION FUND   2018-07-12 2021-03-01
1. GUGGENHEIM LIMITED DURATION FUND   2018-07-12 2021-03-01
5. HILTON WORLDWIDE HOLDINGS INC   2017-11-14 2020-12-09
2000. HOME DEPOT INC   2016-05-19 2021-03-01
35. HONEYWELL INTERNATIONAL INC   2020-03-19 2021-03-03
3. THE HOWARD HUGHES CORP   2017-11-14 2021-06-14
1. IDEXX LABS INC   2018-08-02 2020-11-30
70. INTEL CORPORATION   2012-10-03 2021-03-01
225. INTEL CORPORATION   2019-05-17 2021-03-01
105. INTEL CORPORATION   2012-11-21 2021-03-01
5. KENNEDY-WILSON HOLDINGS INC   2018-08-20 2021-06-14
2. KENNEDY-WILSON HOLDINGS INC   2018-08-30 2021-06-14
10. KENNEDY-WILSON HOLDINGS INC   2018-08-30 2021-06-15
.68 LIBERTY BROADBAND CORP   2017-11-14 2021-01-08
7. LIBERTY MEDIA CORP DEL   2017-11-14 2021-03-09
9. LIBERTY MEDIA CORP DEL   2017-11-14 2021-05-05
11. LIBERTY MEDIA CORP DEL   2017-11-14 2021-05-12
8. LIBERTY MEDIA CORP DEL   2017-11-14 2020-09-21
22. LIBERTY MEDIA CORP DEL   2017-11-14 2021-02-11
8. LIBERTY MEDIA CORP DEL   2017-11-14 2021-02-17
5. LIBERTY MEDIA CORP DEL   2017-11-14 2021-02-19
5. LIBERTY MEDIA CORP DEL   2017-11-14 2021-03-09
7. LIBERTY MEDIA CORP DEL   2017-11-14 2021-05-05
4. LIBERTY MEDIA CORP DEL   2020-06-16 2021-05-05
5. LIBERTY MEDIA CORP DEL   2020-06-16 2021-05-19
10. LIBERTY MEDIA CORP DEL   2020-07-24 2021-05-19
2000. LOCKHEED MARTIN CORP   2015-12-14 2020-10-23
4. M&T BANK CORP   2017-11-14 2021-04-06
8. M&T BANK CORP   2017-11-14 2021-05-05
1. MARTIN MARIETTA MATERIALS INC   2017-11-14 2020-09-08
1. MARTIN MARIETTA MATERIALS INC   2017-11-14 2020-09-08
2. MARTIN MARIETTA MATERIALS INC   2017-11-15 2021-01-19
1. MARTIN MARIETTA MATERIALS INC   2017-11-15 2021-03-23
1. MARTIN MARIETTA MATERIALS INC   2017-11-15 2021-06-14
100. MICROSOFT CORPORATION   2016-03-07 2020-10-22
3. MICROCHIP TECHNOLOGY INC COM   2017-11-14 2020-12-09
2. MICROCHIP TECHNOLOGY INC COM   2017-11-14 2021-06-14
2. MOTOROLA SOLUTIONS INC   2017-11-14 2021-04-06
6. MOTOROLA SOLUTIONS INC   2017-11-14 2021-04-13
2. MOTOROLA SOLUTIONS INC   2020-01-13 2021-04-20
6. MOTOROLA SOLUTIONS INC   2017-11-14 2021-04-20
2. MOTOROLA SOLUTIONS INC   2019-05-28 2021-04-20
2. MOTOROLA SOLUTIONS INC   2020-04-01 2021-05-05
1. MOTOROLA SOLUTIONS INC   2020-01-13 2021-05-05
2. MOTOROLA SOLUTIONS INC   2020-02-19 2021-05-05
2. MOTOROLA SOLUTIONS INC   2020-01-31 2021-05-05
1. O'REILLY AUTOMOTIVE INC   2017-11-14 2020-07-24
1. PROGRESSIVE CORP OHIO COM   2017-11-14 2020-11-03
22. RAYTHEON TECHNOLOGIES   2007-10-25 2020-09-15
1. REALPAGE INC   2018-10-04 2021-01-06
13. REALPAGE INC   2018-09-18 2021-01-06
5. REALPAGE INC   2018-09-19 2021-01-06
5. REALPAGE INC   2018-08-30 2021-01-06
4. REALPAGE INC   2018-10-04 2021-01-07
4. REALPAGE INC   2018-10-04 2021-01-19
5. REALPAGE INC   2018-12-19 2021-01-19
6. REALPAGE INC   2019-01-30 2021-01-19
6. REALPAGE INC   2019-08-02 2021-02-11
2. REALPAGE INC   2019-08-13 2021-02-11
2. REALPAGE INC   2020-09-21 2021-02-11
9. REALPAGE INC   2019-06-26 2021-02-11
3. REALPAGE INC   2019-03-28 2021-02-11
3. REALPAGE INC   2019-05-28 2021-02-11
4. RESTAURANT BRANDS INTERNATIONAL INC   2017-11-14 2021-02-17
17. RESTAURANT BRANDS INTERNATIONAL INC   2017-11-14 2021-03-23
3. RESTAURANT BRANDS INTERNATIONAL INC   2017-11-14 2021-06-21
74. ROCHE HLDG LTD SPONSORED ADR   2011-03-14 2021-02-24
147. ROCHE HLDG LTD SPONSORED ADR   2015-01-09 2021-06-29
13. ROCHE HLDG LTD SPONSORED ADR   2011-03-14 2021-06-29
26. ROCHE HLDG LTD SPONSORED ADR   2016-04-28 2021-06-29
3. ROSS STORES INC   2017-11-14 2021-05-19
1. S&P GLOBAL INC   2017-11-14 2020-07-24
125. S&P DEPOSITARY RECEIPTS SERIES 1   2019-01-09 2021-01-28
50. S&P DEPOSITARY RECEIPTS SERIES 1   2019-01-09 2021-02-04
25. S&P DEPOSITARY RECEIPTS SERIES 1   2019-01-09 2021-03-03
30. SLACK TECHNOLOGIES INC   2019-06-26 2021-02-11
17. SLACK TECHNOLOGIES INC   2019-06-26 2021-02-17
2. SLACK TECHNOLOGIES INC   2019-08-28 2021-02-17
8. SLACK TECHNOLOGIES INC   2019-09-18 2021-03-09
12. SLACK TECHNOLOGIES INC   2019-08-28 2021-03-09
2000. SOUTHERN CO   2016-05-23 2021-06-01
2. SQUARE INC SHS CL A   2019-08-13 2020-07-24
2. TRANSDIGM GROUP INC COM   2017-11-14 2020-09-08
1. TRANSDIGM GROUP INC COM   2017-11-14 2020-12-09
3. TRANSUNION   2017-11-15 2020-07-24
3. TRANSUNION   2017-11-15 2020-08-25
1. VAIL RESORTS INC   2018-06-21 2021-05-28
50. VANGUARD TOTAL STOCK MARKET ETF   2018-10-16 2021-01-28
2. VERISIGN INC   2017-11-14 2020-08-25
4000. VERIZON COMMUNICATIONS   2017-02-16 2021-05-28
2. VERISK ANALYTICS INC   2017-11-14 2020-07-24
.96 VIATRIS INC   2014-08-19 2020-11-20
85.9 VIATRIS INC   2014-08-19 2020-11-25
39.08 VIATRIS INC   2019-06-04 2020-11-25
31.02 VIATRIS INC   2019-10-03 2020-11-25
5. VORNADO REALTY TRUST   2019-03-28 2021-02-11
3. VORNADO REALTY TRUST   2019-04-09 2021-02-17
7. VORNADO REALTY TRUST   2019-03-28 2021-02-17
2. VORNADO REALTY TRUST   2020-05-28 2021-02-17
10. VORNADO REALTY TRUST   2021-01-06 2021-02-19
6. VORNADO REALTY TRUST   2020-05-28 2021-02-19
2. VULCAN MATERIALS CO   2017-11-14 2021-01-19
2000. SHIRE ACQ INV IRELAND DA   2016-09-20 2020-08-11
3. AON PLC REG SHS   2017-11-14 2021-06-21
18. IHS MARKIT LTD SHS   2017-11-14 2021-05-12
6. IHS MARKIT LTD SHS   2017-11-14 2021-05-28
14. IHS MARKIT LTD SHS   2017-11-14 2021-06-01
4. IHS MARKIT LTD SHS   2017-11-14 2021-06-14
50. MEDTRONIC PLC SHS   2019-05-10 2021-02-23
5. CHUBB LTD   2015-01-08 2021-02-23
24. CHUBB LTD   2015-07-22 2021-02-23
3. CHUBB LTD   2017-03-09 2021-06-29
12. CHUBB LTD   2015-12-17 2021-06-29
15. CHUBB LTD   2015-07-22 2021-06-29
16. CHUBB LTD   2016-04-28 2021-06-29
2. WIX COM LTD   2018-10-04 2020-07-24
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CAPITAL GAIN DIVIDENDS P    
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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    
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    
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 1,157   222 935
b 2,550   674 1,876
c 1,908   1,976 -68
d 3,704   1,445 2,259
e 1,796   385 1,411
1,347   727 620
290   162 128
141   51 90
3,065   1,198 1,867
2,000   2,000  
293   176 117
17,766   1,913 15,853
34,739   11,118 23,621
15,547   8,165 7,382
6,441   3,538 2,903
233   123 110
561   324 237
121   83 38
207   219 -12
409   438 -29
205   219 -14
171   183 -12
29   17 12
228   141 87
520   463 57
265   168 97
823   463 360
1,355   674 681
1,312   632 680
562   426 136
338   268 70
243   281 -38
468   562 -94
879   1,089 -210
306   107 199
102   36 66
351   107 244
429   445 -16
5,952   2,868 3,084
12,680   6,213 6,467
193   99 94
6,694   4,533 2,161
2,000   2,000  
1,380   1,203 177
683   742 -59
683   826 -143
2,730   1,925 805
683   560 123
366   190 176
143   71 72
99   99  
85   85  
63   63  
87   87  
97   97  
58   58  
92   92  
70   70  
47   47  
62   62  
44   44  
41   41  
14   14  
22   22  
18   18  
16   16  
16   16  
21   21  
19   19  
11   11  
15   15  
18   18  
11   11  
21   21  
16   16  
21   21  
22   22  
21   21  
18   18  
12   12  
20   20  
14   14  
17   17  
16   16  
12   12  
12   12  
312   317 -5
141   119 22
333   277 56
223   198 25
971   872 99
221   195 26
258   195 63
515   393 122
372   196 176
227   167 60
562   470 92
422   352 70
1,132   588 544
464   240 224
929   480 449
459   277 182
688   360 328
238   139 99
74,458   72,576 1,882
11   10 1
532   532  
2,485   2,407 78
9,578   9,270 308
19   18 1
51,617   49,977 1,640
25   25  
541   364 177
2,000   2,000  
7,304   4,194 3,110
310   363 -53
456   242 214
4,406   1,583 2,823
14,130   10,149 3,981
6,609   2,043 4,566
102   100 2
41   40 1
203   199 4
104   65 39
314   283 31
388   363 25
459   444 15
263   323 -60
944   889 55
341   323 18
217   202 15
224   202 22
302   283 19
173   102 71
204   127 77
407   343 64
2,000   2,000  
611   638 -27
1,282   1,276 6
207   220 -13
207   212 -5
607   418 189
316   209 107
347   209 138
21,417   5,124 16,293
429   270 159
311   180 131
377   182 195
1,121   545 576
371   342 29
1,113   545 568
371   300 71
371   249 122
185   171 14
371   373 -2
371   358 13
446   216 230
95   51 44
1,348   953 395
87   61 26
1,127   824 303
433   310 123
433   307 126
347   245 102
348   245 103
435   242 193
522   325 197
521   368 153
174   123 51
174   116 58
781   517 264
261   182 79
261   178 83
237   260 -23
1,105   1,104 1
200   195 5
3,076   1,314 1,762
6,944   5,068 1,876
614   231 383
1,228   828 400
373   192 181
349   159 190
47,551   32,281 15,270
19,151   12,912 6,239
9,586   6,456 3,130
1,301   1,085 216
738   615 123
87   59 28
325   210 115
487   352 135
2,000   2,000  
241   125 116
1,015   480 535
595   240 355
270   163 107
256   163 93
327   279 48
9,951   7,084 2,867
411   223 188
4,413   4,151 262
360   182 178
17   12 5
1,469   1,049 420
668   696 -28
530   462 68
194   335 -141
111   205 -94
258   469 -211
74   76 -2
367   367  
220   228 -8
317   246 71
2,044   2,004 40
703   429 274
1,861   788 1,073
632   263 369
1,474   613 861
439   175 264
5,944   4,410 1,534
845   576 269
4,055   2,558 1,497
476   413 63
1,906   1,394 512
2,382   1,599 783
2,541   1,887 654
535   217 318
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
      459
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       935
b       1,876
c       -68
d       2,259
e       1,411
      620
      128
      90
      1,867
       
      117
      15,853
      23,621
      7,382
      2,903
      110
      237
      38
      -12
      -29
      -14
      -12
      12
      87
      57
      97
      360
      681
      680
      136
      70
      -38
      -94
      -210
      199
      66
      244
      -16
      3,084
      6,467
      94
      2,161
       
      177
      -59
      -143
      805
      123
      176
      72
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      -5
      22
      56
      25
      99
      26
      63
      122
      176
      60
      92
      70
      544
      224
      449
      182
      328
      99
      1,882
      1
       
      78
      308
      1
      1,640
       
      177
       
      3,110
      -53
      214
      2,823
      3,981
      4,566
      2
      1
      4
      39
      31
      25
      15
      -60
      55
      18
      15
      22
      19
      71
      77
      64
       
      -27
      6
      -13
      -5
      189
      107
      138
      16,293
      159
      131
      195
      576
      29
      568
      71
      122
      14
      -2
      13
      230
      44
      395
      26
      303
      123
      126
      102
      103
      193
      197
      153
      51
      58
      264
      79
      83
      -23
      1
      5
      1,762
      1,876
      383
      400
      181
      190
      15,270
      6,239
      3,130
      216
      123
      28
      115
      135
       
      116
      535
      355
      107
      93
      48
      2,867
      188
      262
      178
      5
      420
      -28
      68
      -141
      -94
      -211
      -2
       
      -8
      71
      40
      274
      1,073
      369
      861
      264
      1,534
      269
      1,497
      63
      512
      783
      654
      318
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 161,282
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 2,548
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 2,548
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 2,548
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 392
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.............. 7 392
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 2,156
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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)
    bulletCA
    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 addressbulletNONE
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    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
    CINDY A LABUDA PRESIDENT/CEO
    3
    0    
    15 POMPONIO CT
    PORTOLA VALLEY,CA94028
    BERNARD GANDLER DIRECTOR
    2
    0    
    1484 BULLION CIRCLE
    SAN JOSE,CA95120
    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
    2,409,460
    b
    Average of monthly cash balances.......................
    1b
    80,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,489,579
    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
    2,489,579
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    37,344
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,452,235
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    122,612
    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
    122,612
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,548
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,548
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    120,064
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    120,064
    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
    120,064
    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
    195,894
    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
    195,894
    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
    195,894
    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 7 120,064
    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...... 5,679
    b From 2016...... 10,659
    c From 2017...... 44,547
    d From 2018...... 37,027
    e From 2019...... 37,439
    fTotal of lines 3a through e........ 135,351
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 195,894
    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..... 120,064
    e Remaining amount distributed out of corpus 75,830
    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 5 211,181
    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) ...
    5,679
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    205,502
    10 Analysis of line 9:
    a Excess from 2016.... 10,659
    b Excess from 2017.... 44,547
    c Excess from 2018.... 37,027
    d Excess from 2019.... 37,439
    e Excess from 2020.... 75,830
    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).)
    CINDY A LABUDA
    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:
    CINDY LABUDA
    15 POMPONIO CT
    PORTOLA VALLEY,CA94028
    (650) 599-7407
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER WITH NAME AND CONTACT INFORMATION, TAX STATUS OF APPLICANT AND DOLLAR AMOUNT OF GRANT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE TOUCHPOINT FOUNDATION PRIMARILY SEEKS TO INCREASE THE AVAILABILITY AND ENHANCE HEALTH QUALITY
    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
    CASA OF SAN MATEO COUNTY
    330 TWIN DOLPHIN DR STE 139
    REDWOOD CITY,CA94065
    N/A PC UNRESTRICTED GENERAL 2,000
    BIG WAVE PROJECT
    PO BOX 1901
    EL GRANADA,CA94018
    N/A PC UNRESTRICTED GENERAL 5,000
    CITY SLICKER FARMS
    2847 PERALTA ST
    OAKLAND,CA94608
    N/A PC UNRESTRICTED GENERAL 5,000
    TEEN KITCHEN PROJECT
    PO BOX 1853
    SOQUEL,CA95073
    N/A PC UNRESTRICTED GENERAL 5,000
    LIFE SKILLS TRAINING AND EDUCATIONAL
    PROGRAMS INC
    4041 BRIDGE ST
    FAIR OAKS,CA95628
    N/A PC UNRESTRICTED GENERAL 5,000
    OPEN DOOR LEGAL
    60 OCEAN AVE
    SAN FRANCISCO,CA94112
    N/A PC UNRESTRICTED GENERAL 5,000
    VOTERIDERS
    171 PIER AVE 313
    SANTA MONICA,CA90405
    N/A PC UNRESTRICTED GENERAL 5,000
    TABLE OF PLENTY HMB A NONPROFIT
    CORPORATION
    PO BOX 3693
    HALF MOON BAY,CA94019
    N/A PC UNRESTRICTED GENERAL 2,000
    MAVERICKS COASTSIDE FOUNDATION
    PO BOX 874
    EL GRANADA,CA94018
    N/A PC UNRESTRICTED GENERAL 2,000
    COASTSIDE HOPE
    PO BOX 1089
    EL GRANADA,CA94018
    N/A PC UNRESTRICTED GENERAL 3,500
    MEALS ON WHEELS AND SENIOR OUTREACH
    SERVICES
    1300 CIVIC DRIVE
    WALNUT CREEK,CA94596
    N/A PC UNRESTRICTED GENERAL 6,000
    HEART OF THE VALLEY SERVICES FOR
    SENIORS INC
    PO BOX 418
    SANTA CLARA,CA95052
    N/A PC UNRESTRICTED GENERAL 5,000
    LOS ALTOS COMMUNITY FOUNDATION
    183 HILLVIEW AVE
    LOS ALTOS,CA94022
    N/A PC UNRESTRICTED GENERAL 2,000
    REGISTER2VOTE FUND
    611 PENNSYLVANIA AVE SE NUM 143
    WASHINGTON,DC20003
    N/A PC UNRESTRICTED GENERAL 5,000
    PENINSULA FAMILY SERVICE
    24 2ND AVE
    SAN MATEO,CA94401
    N/A PC UNRESTRICTED GENERAL 5,000
    NORTHERN CALIFORNIA PUBLIC
    BROADCASTING
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110
    N/A PC UNRESTRICTED GENERAL 1,000
    THE ARC SAN FRANCISCO
    1500 HOWARD ST
    SAN FRANCISCO,CA94103
    N/A PC UNRESTRICTED GENERAL 5,000
    LIGHTHOUSE FOR THE BLIND AND
    VISUALLY IMPAIRED
    1155 MARKET STREET 10TH FL
    SAN FRANCISCO,CA94103
    N/A PC UNRESTRICTED GENERAL 6,020
    VIVALON
    930 TAMALPAIS AVENUE
    SAN RAFAEL,CA94901
    N/A PC UNRESTRICTED GENERAL 5,000
    MEALS ON WHEELS OF SAN FRANCISCO
    1375 FAIRFAX AVE
    SAN FRANCISCO,CA94124
    N/A PC UNRESTRICTED GENERAL 7,000
    HUMBOLDT SENIOR RESOURCE
    CENTER INC
    1910 CALIFORNIA ST
    EUREKA,CA95501
    N/A PC UNRESTRICTED GENERAL 10,000
    HOSPICE OF SANTA CRUZ COUNTY
    940 DISC DRIVE
    SCOTTS VALLEY,CA95066
    N/A PC UNRESTRICTED GENERAL 5,000
    COASTSIDE ADULT DAY HEALTH
    CENTER
    925 MAIN ST SUITE A
    HALF MOON BAY,CA94019
    N/A PC UNRESTRICTED GENERAL 10,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107
    N/A PC UNRESTRICTED GENERAL 5,000
    SENIOR COASTSIDERS INC
    925 MAIN ST
    HALF MOON BAY,CA94019
    N/A PC UNRESTRICTED GENERAL 32,500
    CENTER FOR ELDERS INDEPENDENCE
    510 17TH STREET NO 400
    OAKLAND,CA94612
    N/A PC UNRESTRICTED GENERAL 5,000
    EASTSIDE COLLEGE PREPARATORY
    SCHOOL INC
    1041 MYRTLE ST
    EAST PALO ALTO,CA94303
    N/A PC UNRESTRICTED GENERAL 10,000
    SONRISAS DENTAL HEALTH INC
    430 N EL CAMINO REAL
    SAN MATEO,CA94401
    N/A PC UNRESTRICTED GENERAL 3,000
    OMBUDSMAN SERVICES OF SAN MATEO
    COUNTY INC
    711 NEVADA ST
    REDWOOD CITY,CA94061
    N/A PC UNRESTRICTED GENERAL 5,000
    THE HEALTH TRUST
    3180 NEWBERRY DR STE 200
    SAN JOSE,CA95118
    N/A PC UNRESTRICTED GENERAL 5,000
    Total .................................bullet 3a 177,020
    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 44,034  
    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 ............
        18 161,282  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        1 61  
    bFEDERAL TAX REFUND     1 527  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   205,904  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    205,904
    (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:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Name of Bond End of Year Book Value End of Year Fair Market Value
    0258M0EB1 AMERICAN EXPRESS CRE    
    46625HJT8 JPMORGAN CHASE & CO 5,059 5,416
    594918BB9 MICROSOFT CORP 4,001 4,286
    437076BL5 HOME DEPOT INC    
    539830BF5 LOCKHEED MARTIN CORP    
    842587CS4 SOUTHERN CO    
    92343VBR4 VERIZON COMMUNICATIO    
    00206RCN0 AT&T INC 4,888 5,447
    035242AP1 ANHEUSER-BUSCH INBEV 1,998 2,193
    172967JP7 CITIGROUP INC 4,916 5,438
    61761JVL0 MORGAN STANLEY 3,025 3,273
    94974BGA2 WELLS FARGO & COMPAN 4,920 5,391
    037833CG3 APPLE INC 5,008 5,306
    29379VAP8 ENTERPRISE PRODUCTS    
    38143U8H7 GOLDMAN SACHS GROUP 4,055 4,427
    68389XBC8 ORACLE CORP 1,919 2,138
    92826CAD4 VISA INC 2,001 2,189
    82481LAB5 SHIRE ACQ INV IRELAN    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Name of Stock End of Year Book Value End of Year Fair Market Value
    713448108 PEPSICO INC 9,833 15,853
    718172109 PHILIP MORRIS INTERN 9,269 16,155
    00287Y109 ABBVIE INC 4,533 8,786
    594918104 MICROSOFT CORP COM 25,479 128,136
    771195104 ROCHE HLDG LTD SPONS 6,127 8,740
    31620R303 FIDELITY NATIONAL FI 3,936 4,433
    461202103 INTUIT INC 13,376 21,567
    882508104 TEXAS INSTRUMENTS IN 5,135 28,076
    44267D107 THE HOWARD HUGHES CO 4,253 3,996
    531229870 LIBERTY MEDIA CORP D 276 341
    67103H107 O'REILLY AUTOMOTIVE 5,371 13,023
    743315103 PROGRESSIVE CORP/THE 13,876 18,856
    776696106 ROPER TECHNOLOGIES I 6,613 10,344
    893641100 TRANSDIGM GROUP INC 9,132 20,713
    929160109 VULCAN MATERIALS CO 7,921 11,837
    031162100 AMGEN INC 35,021 48,750
    458140100 INTEL CORPORATION 11,908 25,263
    H1467J104 CHUBB LTD 5,293 7,311
    N07059210 ASML HLDG NV NY REG 3,422 23,489
    02209S103 ALTRIA GROUP INC 4,190 7,676
    053015103 AUTOMATIC DATA PROCE 787 3,575
    20030N101 COMCAST CORP 12,719 19,102
    641069406 NESTLE S A SPONSORED 6,298 13,222
    09215C105 BLACK KNIGHT HOLDCO 7,266 10,761
    217204106 COPART INC 5,227 14,238
    33616C100 FIRST REPUBLIC BANK/ 2,305 4,305
    36164V305 GCI LIBERTY INC REG    
    366651107 GARTNER INC NEW CL A 4,342 7,266
    526057104 LENNAR CORP 4,918 8,743
    530307305 LIBERTY BROADBAND CO 7,263 12,504
    531229607 LIBERTY MEDIA CORP D    
    717081103 PFIZER INC 40,243 49,537
    166764100 CHEVRONTEXACO CORP 9,590 12,464
    29444U700 EQUINIX INC    
    595017104 MICROCHIP TECHNOLOGY 4,608 7,936
    78410G104 SBA COMMUNICATIONS C 7,998 14,342
    824348106 SHERWIN-WILLIAMS CO/ 5,020 8,991
    91879Q109 VAIL RESORTS INC 6,306 8,230
    92345Y106 VERISK ANALYTICS INC 6,221 11,706
    G47567105 IHS MARKIT LTD SHS 8,342 12,956
    531229854 LIBERTY MEDIA CORP D 3,270 4,435
    55261F104 M&T BANK CORP    
    615369105 MOODY S CORP 2,003 5,073
    778296103 ROSS STORES INC 2,162 3,100
    78409V104 S&P GLOBAL INC 11,491 21,754
    89400J107 TRANSUNION 4,057 7,028
    92343E102 VERISIGN INC 5,266 9,335
    17275R102 CISCO SYSTEMS INC 15,593 37,100
    68389X105 ORACLE CORP 20,282 50,596
    92343V104 VERIZON COMMUNICATIO 33,870 37,820
    037833100 APPLE INC 26,028 110,116
    670100205 NOVO NORDISK A/S ADR 4,387 14,157
    592688105 METTLER-TOLEDO INTL 4,744 9,697
    002824100 ABBOTT LABORATORIES 12,770 23,186
    009158106 AIR PRODUCTS & CHEMI 12,643 21,288
    02079K107 ALPHABET INC SHS 16,644 52,633
    13645T100 CANADIAN PACIFIC RAI 3,051 9,614
    580135101 MC DONALDS CORPORATI 6,562 12,704
    907818108 UNION PACIFIC CORP 7,502 16,495
    112585104 BROOKFIELD ASSET MAN 12,429 22,431
    115236101 BROWN & BROWN INC 3,194 6,536
    12504L109 CBRE GROUP INC 3,829 7,801
    143130102 CARMAX INC 9,052 16,402
    55354G100 MSCI INC 1,477 5,331
    570535104 MARKEL CORPORATION H 9,716 10,680
    573284106 MARTIN MARIETTA MATE 2,984 5,629
    620076307 MOTOROLA SOLUTIONS I    
    046353108 ASTRAZENECA PLC SPON 21,427 40,133
    09247X101 BLACKROCK INC 8,288 27,124
    518439104 ESTEE LAUDER COS INC 2,076 14,950
    115637209 BROWN-FORMAN CORP 1,235 1,948
    194014106 COLFAX CORP 1,339 1,741
    256677105 DOLLAR GENERAL CORP 3,226 4,544
    311900104 FASTENAL CO 4,152 6,916
    531229409 LIBERTY MEDIA CORP D    
    191216100 COCA-COLA CO/THE 38,092 52,487
    254687106 WALT DISNEY CO/THE 19,595 36,033
    46625H100 J P MORGAN CHASE & C 29,946 62,994
    92826C839 VISA INC 8,721 23,148
    G0450A105 ARCH CAP GROUP LTD 5,223 6,776
    03662Q105 ANSYS INC 3,929 7,982
    052769106 AUTODESK INC COM 6,805 13,427
    43300A203 HILTON WORLDWIDE HOL 8,332 12,424
    530307107 LIBERTY BROADBAND CO 1,785 3,195
    76131D103 RESTAURANT BRANDS IN 5,819 5,993
    30303M102 FACEBOOK INC 21,944 54,243
    45866F104 INTERCONTINENTAL EXC 8,926 15,431
    46120E602 INTUITIVE SURGICAL I 9,034 27,589
    654106103 NIKE INC CL B 5,009 13,595
    91324P102 UNITEDHEALTH GROUP I 14,791 28,832
    57636Q104 MASTERCARD INC 9,143 15,334
    25754A201 DOMINO S PIZZA INC 4,791 7,930
    448579102 HYATT HOTELS CORP 3,143 3,261
    40171V100 GUIDEWIRE SOFTWARE I 7,576 8,229
    422806208 HEICO CORP 4,857 6,954
    M98068105 WIX COM LTD 4,449 11,901
    75606N109 REALPAGE INC    
    929042109 VORNADO REALTY TRUST    
    192422103 COGNEX CORP 451 841
    489398107 KENNEDY-WILSON HOLDI 1,803 2,027
    11133T103 BROADRIDGE FINL 6,703 8,723
    48251W104 KKR & CO INC 7,979 17,357
    86614U100 SUMMIT MATLS INC 1,601 2,997
    023135106 AMAZON COM INC 32,258 55,043
    45168D104 IDEXX LABS INC 2,477 7,579
    G5960L103 MEDTRONIC PLC SHS 22,049 31,033
    83088V102 SLACK TECHNOLOGIES I    
    11282X103 BROOKFIELD PROPERTY    
    369550108 GENERAL DYNAMICS COR 37,433 42,359
    G0403H108 AON PLC REG SHS 1,717 2,865
    11275Q107 BROOKFIELD 4,427 7,389
    574795100 MASIMO CORP 5,119 5,576
    225310101 CREDIT ACCEP CORP MI 5,621 6,812
    538034109 LIVE NATION INC 4,848 7,971
    438516106 HONEYWELL INTERNATIO 22,767 41,677
    68902V107 OTIS WORLDWIDE CORP 2,672 5,233
    00724F101 ADOBE SYS INC COM 12,259 16,984
    75513E101 RAYTHEON TECHNOLOGIE 29,588 39,754
    22160N109 COSTAR GROUP INC 14,085 15,736
    902252105 TYLER TECHNOLOGIES I 8,745 9,952
    852234103 SQUARE INC SHS 811 3,169
    291011104 EMERSON ELECTRIC CO 27,200 43,308
    80105N105 SANOFI-SYNTHELABO 36,657 38,179
    G16169107 BROOKFIELD ASSET MGM   156
    494368103 KIMBERLY-CLARK CORP 38,829 36,790
    742718109 PROCTER & GAMBLE CO/ 19,577 20,240
    11284V105 BROOKFIELD RENEWABLE 3,105 2,684
    00846U101 AGILENT TECHNOLOGIES 1,832 2,217
    437076102 HOME DEPOT INC/THE 26,109 31,889
    571903202 MARRIOTT INTERNATION 7,789 7,236
    03990B101 ARES MGMT CORP REG S 1,206 1,463
    98978V103 ZOETIS INC 7,698 8,945
    31428X106 FEDEX CORP 18,252 22,375
    13765N107 CANNAE HOLDINGS INC 1,109 1,017
    L8681T102 SPOTIFY TECH S.A. RE 34,805 34,449
    109194100 BRIGHT HORIZONS FAMI 2,578 2,648
    747601201 QUALTRICS INTERNATIO 361 306

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    US Government Securities - End of Year Book Value:

    1,553
    US Government Securities - End of Year Fair Market Value:

    1,582
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    78462F103 SPDR S&P 500 ETF TRU AT COST 25,825 42,806
    40168W483 GUGGENHEIM LIMITED D AT COST 65,727 67,858
    922908769 VANGUARD TOTAL STOCK AT COST 28,334 44,564
    746704501 PUTNAM DIVERSIFIED I AT COST 150,002 143,035
    78464A805 SPDR PORTFOLIO TOTAL AT COST 19,896 22,512

    TY 2020 OtherDecreasesSchedule
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Description Amount
    TIMING DIFFERENCE 11,900


    TY 2020 OtherExpensesSchedule
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 35 0   35
    INVESTMENT EXPENSES-DIVIDEND I 6 6   0
    OTHER EXPENSE (NON-DEDUCTIBLE 99 0   99
    OTHER CHARITABLE EXPENSES 2,102 0   2,102


    TY 2020 OtherIncomeSchedule2
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 61 61  
    FEDERAL TAX REFUND 527 0  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 35,346 21,207   14,138


    TY 2020 TaxesSchedule
    Name:
    TOUCHPOINT FOUNDATION - HOST
    EIN:
    94-3339119
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 747 747   0