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
COUCH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1908
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328021908
A Employer identification number

59-2926563
B Telephone number (see instructions)

(407) 237-4500
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$7,459,560J 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) 112,765
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 128,598 128,570  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,046
b Gross sales price for all assets on line 6a 1,341,157
7 Capital gain net income (from Part IV, line 2)... 8,046
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 39,007 39,007  
12 Total. Add lines 1 through 11........ 288,416 175,623  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 29,588 22,851   6,737
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,429 2,080   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 8,551 8,551    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,068 33,482 0 9,237
25 Contributions, gifts, grants paid....... 110,000 110,000
26 Total expenses and disbursements. Add lines 24 and 25 154,068 33,482 0 119,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,348
b Net investment income (if negative, enter -0-) 142,141
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.............      
2 Savings and temporary cash investments......... 267,519 161,416 161,416
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)....... 763,872 Click to see attachment850,173 956,929
c Investments—corporate bonds (attach schedule)....... 1,184,386 Click to see attachment865,444 927,288
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,846,710 Click to see attachment2,294,494 3,437,889
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment327,710 Click to see attachment296,781 Click to see attachment1,976,038
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,390,197 4,468,308 7,459,560
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,390,197 4,468,308
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,390,197 4,468,308
30 Total liabilities and net assets/fund balances (see instructions). 4,390,197 4,468,308
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,390,197
2
Enter amount from Part I, line 27a .....................
2
134,348
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,099
4
Add lines 1, 2, and 3 ..........................
4
4,525,644
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
57,336
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,468,308
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 154. FRESENIUS MED CARE AG & CO SPONS ADR     2020-01-16
b 12. AMGEN INC     2020-01-22
c 16. OCCIDENTAL PETE CORP   2019-09-16 2020-01-22
d 49. OCCIDENTAL PETE CORP     2020-01-22
e 17. PNC BANK CORP COM   2018-11-13 2020-01-22
3. PNC BANK CORP COM   2019-12-16 2020-01-22
18. AMGEN INC     2020-01-24
30000. APPLE INC 2.400% 5/03/23     2020-02-06
30000. BANK OF NEW YORK MTN 3.950% 11/18/25     2020-02-06
30000. FNMA 1.375% 2/26/21   2018-04-23 2020-02-06
20000. FHLMC MTN 2.375% 1/13/22     2020-02-06
17000. MCDONALD S CORP MTN 2.750% 12/09/20   2016-05-09 2020-02-06
15000. MORGAN STANLEY MTN 5.500% 7/28/21   2016-11-07 2020-02-06
25000. US BANCORP MTN 4.125% 5/24/21   2017-07-20 2020-02-06
22. ALTRIA GROUP INC   2019-12-16 2020-02-14
29. ALTRIA GROUP INC   2013-03-26 2020-02-14
18. PNC BANK CORP COM     2020-02-14
34. SOUTHERN COMPANY     2020-02-14
52. GLAXOSMITHKLINE PLC SPONS ADR   2013-03-26 2020-02-20
17. GLAXOSMITHKLINE PLC SPONS ADR   2019-12-16 2020-02-20
7. OCCIDENTAL PETE CORP   2019-12-16 2020-02-25
151. OCCIDENTAL PETE CORP     2020-02-25
3. REALTY INCOME CORP REIT   2019-12-16 2020-02-25
92. REALTY INCOME CORP REIT     2020-02-25
42. NATIONAL GRID PLC SPONS ADR   2015-06-25 2020-03-02
43. SOUTHERN COMPANY     2020-03-02
775. AMCOR PLC     2020-03-12
102. LYONDELLBASELL INDUSTRIES NV     2020-03-12
216. ROYAL DUTCH SHELL PLC SPONS ADR     2020-03-18
65. VENTAS INC REIT     2020-03-18
172. VENTAS INC REIT     2020-03-18
27. GILEAD SCIENCES INC   2019-07-25 2020-03-24
57. PFIZER INC   2019-07-01 2020-03-24
38. VERIZON COMMUNICATIONS INC     2020-03-24
20000. SYSCO CORPORATION 3.750% 10/01/25   2016-11-07 2020-04-08
20000. OCCIDENTAL PETROL 3.500% 6/15/25   2016-11-07 2020-04-13
21. ABBVIE INC     2020-04-21
10. ABBVIE INC   2019-12-16 2020-04-21
137. ALTRIA GROUP INC   2013-03-26 2020-04-21
61. GILEAD SCIENCES INC     2020-04-21
211. BP PLC SPONS ADR   2017-12-20 2020-04-22
190. INVESCO LTD     2020-04-23
158. INVESCO LTD     2020-04-23
56. GILEAD SCIENCES INC     2020-04-27
42. VERIZON COMMUNICATIONS INC     2020-04-27
38. GILEAD SCIENCES INC     2020-05-01
17. KIMBERLY CLARK CORPORATION   2019-01-14 2020-05-01
5. KIMBERLY CLARK CORPORATION     2020-05-06
25. KIMBERLY CLARK CORPORATION     2020-05-06
15. SHOPIFY INC CL A   2016-08-19 2020-05-08
54. WELLTOWER INC REIT     2020-05-08
34. WELLTOWER INC REIT   2013-03-26 2020-05-08
39. ICON PLC   2014-09-17 2020-05-08
58. PFIZER INC     2020-05-11
110. WELLTOWER INC REIT     2020-05-13
92. DSV A/S UNSPONS ADR   2018-07-24 2020-05-15
40. FRANCO NEVADA CORP   2019-07-23 2020-05-15
81. SONY GROUP CORP SPONS ADR     2020-05-15
79. SHISEIDO LTD SPONS ADR   2018-07-24 2020-05-18
143. UNILEVER PLC SPONS ADR     2020-05-18
118. BP PLC SPONS ADR     2020-05-20
98. BP PLC SPONS ADR     2020-05-20
30. GILEAD SCIENCES INC     2020-05-20
60. GLAXOSMITHKLINE PLC SPONS ADR   2013-03-26 2020-05-20
98. FANUC CORP UNSPONS ADR   2017-02-16 2020-05-27
16. GW PHARMACEUTICALS SPONS ADR   2018-05-24 2020-05-27
1178. MITSUBISHI UFJ FINANCIAL-SPONS ADR   2017-12-20 2020-05-27
827. MITSUBISHI UFJ FINANCIAL-SPONS ADR   2020-05-15 2020-05-27
23. NOVO NORDISK AS SPONS ADR   2020-01-16 2020-05-27
3. SHOPIFY INC CL A   2016-08-19 2020-05-27
44. WASTE CONNECTIONS INC   2017-03-07 2020-05-27
34. CYBERARK SOFTWARE LTD/ISRAEL   2018-12-28 2020-05-27
27. ABBVIE INC     2020-05-29
54. COCA COLA CO   2019-04-23 2020-06-24
55. COCA COLA CO   2020-03-12 2020-06-24
57. PPL CORPORATION     2020-06-24
43. PPL CORPORATION     2020-06-24
92. PPL CORPORATION     2020-06-26
25000. INTERCONTINENTAL EX 3.100% 9/15/27   2018-04-23 2020-07-22
27. ABBVIE INC     2020-08-12
192. BP PLC SPONS ADR     2020-08-17
211. BP PLC SPONS ADR     2020-08-24
33. UNITED PARCEL SERVICE CL B     2020-08-24
30. UNITED PARCEL SERVICE CL B     2020-09-02
250. MICROSOFT CORPORATION   2020-08-31 2020-09-14
1082.955 INVESCO DEVELOPING MARKETS FUND   2013-05-06 2020-09-15
15105.74 FEDERATED HERMES INTL STR VLDV   2017-07-11 2020-09-15
11699.055 ABBEY CAP FUTURES STRAT-I     2020-09-15
55. DOMINION ENERGY INC     2020-09-18
9. DOMINION ENERGY INC   2019-12-16 2020-09-18
63. GLAXOSMITHKLINE PLC SPONS ADR   2013-03-26 2020-09-18
49. COCA COLA CO   2019-03-01 2020-09-23
61. DOMINION ENERGY INC     2020-09-23
15. UNITED PARCEL SERVICE CL B   2019-01-14 2020-09-23
49. COCA COLA CO     2020-10-01
6. UNITED PARCEL SERVICE CL B   2020-02-14 2020-10-01
8. UNITED PARCEL SERVICE CL B   2019-01-14 2020-10-01
28. UNITED PARCEL SERVICE CL B     2020-10-14
20. UNITED PARCEL SERVICE CL B   2020-04-21 2020-10-16
133. GLAXOSMITHKLINE PLC SPONS ADR     2020-10-22
28. UNITED PARCEL SERVICE CL B     2020-10-22
15000. GOLDMAN SACHS GP 1.450% 11/15/21   2016-11-07 2020-11-15
91. COCA COLA CO     2020-11-17
196. GLAXOSMITHKLINE PLC SPONS ADR     2020-11-17
47. DSV A/S UNSPONS ADR     2020-11-18
82. KOMATSU LTD SPONS ADR   2017-11-03 2020-11-18
56. LVMH MOET HENNESSY LOUIS UNSPONS ADR   2017-12-20 2020-11-18
10. APTIV PLC   2016-12-15 2020-11-18
19. ELBIT SYSTEMS LTD   2016-03-24 2020-11-18
21.7138 VIATRIS INC     2020-11-19
50.2862 VIATRIS INC     2020-11-19
54. ELBIT SYSTEMS LTD     2020-11-19
17000. HSBC HOLDINGS PLC 4.000% 3/30/22   2013-04-24 2020-11-30
.338 VIATRIS INC   2019-10-04 2020-12-07
40. AIA GROUP LTD SPONS ADR   2016-09-14 2020-12-09
21. CAE INC   2019-11-21 2020-12-09
1. CANADIAN NATIONAL RAILWAY CO   2018-10-15 2020-12-09
21. FANUC CORP UNSPONS ADR   2017-02-16 2020-12-09
8. L'OREAL CO UNSPONS ADR   2020-05-18 2020-12-09
10. NINTENDO LTD UNSPONS ADR   2018-03-20 2020-12-09
17. RIO TINTO PLC SPONS ADR   2016-08-02 2020-12-09
12. SAP SE SPONS ADR   2015-11-05 2020-12-09
7. STMICROELECTRONICS NV SPONS NY SHS   2020-02-12 2020-12-09
5. ACCENTURE PLC IRELAND SHS   2015-07-31 2020-12-09
3. ICON PLC   2014-09-17 2020-12-09
6. JAZZ PHARMACEUTICALS PLC     2020-12-09
4. CHUBB LTD   2016-06-14 2020-12-09
15000. APPLE INC 2.200% 9/11/29   2020-02-06 2020-12-14
25000. BB&T CORPORATION MTN 2.750% 4/01/22   2017-03-16 2020-12-14
15000. BANK NY MELLON MTN 3.850% 4/28/28   2020-02-06 2020-12-14
25000. BERKSHIRE HATHAWAY 2.750% 3/15/23   2018-04-23 2020-12-14
10000. BRISTOL-MYERS SQUIBB 3.250% 2/27/27   2017-03-21 2020-12-14
30000. CHEVRON CORP 3.191% 6/24/23   2017-08-01 2020-12-14
17000. CITIGROUP INC 3.875% 10/25/23   2014-01-07 2020-12-14
10000. COSTCO WHOLESALE 3.000% 5/18/27   2018-04-23 2020-12-14
15000. FHLB 3.250% 11/16/28   2020-02-06 2020-12-14
35000. FNMA 1.625% 1/07/25   2020-02-06 2020-12-14
35000. MERCK & CO INC 3.400% 3/07/29   2020-02-06 2020-12-14
25000. MICROSOFT CORP 2.700% 2/12/25   2017-03-21 2020-12-14
10000. NORTHERN TRUST CORP 3.150% 5/03/29   2019-10-04 2020-12-14
15000. PEPSICO INC 2.625% 7/29/29   2020-02-06 2020-12-14
20000. TOTAL CAPITAL INTL 2.750% 6/19/21   2016-11-07 2020-12-14
25000. TOYOTA MOTOR MTN 2.800% 7/13/22   2016-09-28 2020-12-14
20000. U.S. TREASURY NOTES 2.000% 11/15/26   2020-02-06 2020-12-14
25000. U.S. TREASURY NOTES 2.125% 6/30/22   2018-10-11 2020-12-14
30000. WAL-MART STORES INC 2.550% 4/11/23   2017-08-01 2020-12-14
2870.264 NEUBERGER BERMAN HIGH INCOME BD-R6   2019-04-05 2020-12-16
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(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 5,785   7,614 -1,829
b 2,837   2,399 438
c 690   771 -81
d 2,112   3,325 -1,213
e 2,589   2,304 285
457   478 -21
4,052   3,514 538
30,669   30,662 7
33,231   33,499 -268
29,940   29,599 341
20,341   19,727 614
17,114   17,690 -576
15,796   17,077 -1,281
25,718   26,853 -1,135
993   1,117 -124
1,309   989 320
2,762   2,433 329
2,343   1,562 781
2,216   2,379 -163
725   797 -72
255   268 -13
5,503   9,677 -4,174
244   218 26
7,469   3,899 3,570
2,718   3,091 -373
2,705   1,963 742
5,335   8,333 -2,998
4,721   8,889 -4,168
4,696   11,918 -7,222
1,058   4,064 -3,006
2,799   9,426 -6,627
1,951   1,802 149
1,679   2,495 -816
1,871   2,290 -419
19,656   21,181 -1,525
14,000   21,106 -7,106
1,695   2,042 -347
807   897 -90
5,238   4,673 565
4,872   4,052 820
4,881   8,630 -3,749
1,469   5,152 -3,683
1,221   3,051 -1,830
4,430   3,705 725
2,412   2,497 -85
2,970   2,450 520
2,325   1,985 340
683   650 33
3,416   2,386 1,030
10,605   630 9,975
2,253   4,719 -2,466
1,419   2,249 -830
6,152   2,222 3,930
2,181   2,490 -309
4,265   7,125 -2,860
4,599   3,728 871
5,995   3,577 2,418
5,184   2,333 2,851
4,664   5,866 -1,202
7,421   7,933 -512
2,783   4,594 -1,811
2,311   4,267 -1,956
2,193   1,916 277
2,489   2,745 -256
1,724   1,952 -228
2,027   2,553 -526
4,901   8,699 -3,798
3,441   3,175 266
1,436   1,406 30
2,166   126 2,040
3,968   2,557 1,411
3,441   2,478 963
2,442   2,524 -82
2,431   2,609 -178
2,476   2,595 -119
1,449   1,858 -409
1,093   1,637 -544
2,318   2,941 -623
28,418   23,793 4,625
2,523   2,468 55
4,341   8,013 -3,672
4,607   8,212 -3,605
5,262   3,753 1,509
4,925   3,257 1,668
51,678   56,626 -4,948
50,000   38,795 11,205
50,000   56,193 -6,193
132,667   140,472 -7,805
4,306   4,219 87
705   735 -30
2,471   2,883 -412
2,405   2,221 184
4,697   4,399 298
2,468   1,476 992
2,399   2,068 331
1,022   635 387
1,363   787 576
4,903   2,950 1,953
3,512   2,028 1,484
4,666   6,012 -1,346
4,863   2,763 2,100
15,000   15,006 -6
4,854   3,398 1,456
7,296   8,107 -811
3,747   1,884 1,863
2,004   2,753 -749
6,460   3,358 3,102
1,156   575 581
2,211   1,884 327
386   354 32
895   845 50
6,267   5,348 919
17,850   18,754 -904
6   5 1
1,836   1,045 791
520   560 -40
109   85 24
526   418 108
582   438 144
707   571 136
1,228   559 669
1,492   962 530
256   218 38
1,242   517 725
599   171 428
884   912 -28
611   498 113
16,108   15,042 1,066
25,745   24,953 792
17,923   17,010 913
26,242   24,703 1,539
11,328   9,940 1,388
31,933   31,458 475
18,678   16,641 2,037
11,197   9,656 1,541
17,907   16,756 1,151
36,826   35,165 1,661
40,608   38,503 2,105
27,114   24,570 2,544
11,350   10,690 660
16,505   15,626 879
20,252   20,776 -524
25,979   26,360 -381
21,780   20,566 1,214
25,776   24,685 1,091
31,441   30,576 865
25,000   24,369 631
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
      13,955
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       -1,829
b       438
c       -81
d       -1,213
e       285
      -21
      538
      7
      -268
      341
      614
      -576
      -1,281
      -1,135
      -124
      320
      329
      781
      -163
      -72
      -13
      -4,174
      26
      3,570
      -373
      742
      -2,998
      -4,168
      -7,222
      -3,006
      -6,627
      149
      -816
      -419
      -1,525
      -7,106
      -347
      -90
      565
      820
      -3,749
      -3,683
      -1,830
      725
      -85
      520
      340
      33
      1,030
      9,975
      -2,466
      -830
      3,930
      -309
      -2,860
      871
      2,418
      2,851
      -1,202
      -512
      -1,811
      -1,956
      277
      -256
      -228
      -526
      -3,798
      266
      30
      2,040
      1,411
      963
      -82
      -178
      -119
      -409
      -544
      -623
      4,625
      55
      -3,672
      -3,605
      1,509
      1,668
      -4,948
      11,205
      -6,193
      -7,805
      87
      -30
      -412
      184
      298
      992
      331
      387
      576
      1,953
      1,484
      -1,346
      2,100
      -6
      1,456
      -811
      1,863
      -749
      3,102
      581
      327
      32
      50
      919
      -904
      1
      791
      -40
      24
      108
      144
      136
      669
      530
      38
      725
      428
      -28
      113
      1,066
      792
      913
      1,539
      1,388
      475
      2,037
      1,541
      1,151
      1,661
      2,105
      2,544
      660
      879
      -524
      -381
      1,214
      1,091
      865
      631
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 8,046
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 1,976
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 1,976
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 1,976
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,412
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,111
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,523
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 8
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 10 539
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet539 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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSUNTRUST BANK Telephone no.bullet (407) 237-4500

    Located atbulletPO BOX 1908ORLANDOFL ZIP+4bullet328021908
    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
    MARTHA COUCH PRESIDENT
    2     		0    
    716 W FLETCHER
    TAMPA,FL33612
    THEODORE J COUCH SR VICE PRESIDENT
    2     		0    
    716 W FLETCHER
    TAMPA,FL33612
    THEODORE J COUCH JR DIRECTOR/SECRETARY
    2     		0    
    716 W FLETCHER
    TAMPA,FL33612
    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
    4,706,029
    b
    Average of monthly cash balances.......................
    1b
    211,110
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,978,459
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,895,598
    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
    6,895,598
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,434
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,792,164
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    339,608
    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
    339,608
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,976
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,976
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    337,632
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    337,632
    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
    337,632
    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
    119,237
    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
    119,237
    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
    119,237
    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 7 337,632
    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...... 1,246,105
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 1,246,105
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 119,237
    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..... 119,237
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 218,395 218,395
    (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 1,027,710
    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) ...     		1,027,710
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    BLOWING ROCK ART & HISTORY MUSEUM
    PO BOX 828
    BLOWING ROCK,NC28765     		NONE PC GENERAL SUPPORT 10,000
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DRIVE
    TAMPA,FL336129416     		NONE PC GENERAL SUPPORT 100,000
    Total .................................bullet 3a 110,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 128,598  
    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 8,046  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		    1 27,789  
    bOTHER INCOME     1 11,218  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   175,651  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    175,651
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

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

    59-2926563
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    COUCH FAMILY FOUNDATION
          		Employer identification number
    59-2926563
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THEODORE COUCH SR
    716 WEST FLETHER AVE
     
    TAMPA, FL33612

    		$ 112,765


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    COUCH FAMILY FOUNDATION
          		Employer identification number

    59-2926563
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHARES OF MICROSOFT CORPORATION $ 112,765 2020-09-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    COUCH FAMILY FOUNDATION
          		Employer identification number

    59-2926563
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3137EADB2 FEDERAL HOME LOAN MO    
    3135G0J20 FEDERAL NATIONAL MOR    
    3135G0Q22 FEDERAL NATIONAL MOR 19,138 21,625
    912828XG0 US TREASURY NOTES 2.    
    912828X88 UNITED STATES TREASU 15,146 16,731
    912828D56 UNITED STATES TREASU 19,841 21,555
    02665WCE9 AMERICAN HONDA FINAN 29,601 34,571
    037833AK6 APPLE INC 2.400%    
    06051GFX2 BANK OF AMERICA CORP 25,868 28,333
    06406HCQ0 BANK OF NEW YORK MEL    
    05531FAX1 BB&T CORP MEDIUM TER    
    084670BR8 BERKSHIRE HATHAWAY I    
    09247XAL5 BLACKROCK INC 21,538 21,968
    110122BB3 BRISTOL-MYERS SQUIBB 14,910 16,955
    12189LAY7 BURLINGTON NORTH SAN 21,762 22,572
    14040HBD6 CAPITAL ONE FINANCIA 20,616 21,462
    149123CG4 CATERPILLAR INC 30,747 33,145
    151020AJ3 CELGENE CORP 16,369 16,253
    166764AH3 CHEVRON CORP 3.191%    
    172967HD6 CITIGROUP INC 3.875%    
    12572QAG0 CME GROUP INC 25,140 27,409
    22160KAM7 COSTCO WHOLESALE COR 14,304 16,832
    25245BAB3 DIAGEO INVESTMENT CO 29,570 31,022
    30231GAC6 EXXON MOBIL CORPORAT 21,007 21,572
    354613AK7 FRANKLIN RESOURCES I 20,452 21,812
    375558AW3 GILEAD SCIENCES INC 18,099 19,619
    38145GAF7 GOLDMAN SACHS GROUP    
    404280AN9 HSBC HOLDINGS PLC 4.    
    458140AX8 INTEL CORP 25,263 28,218
    45866FAF1 INTERCONTINENTAL EXC    
    478160BY9 JOHNSON & JOHNSON 29,660 32,636
    46625HRL6 JPMORGAN CHASE & CO 24,960 26,284
    58013MEX8 MCDONALD'S CORP MED    
    594918BB9 MICROSOFT CORP 2.700    
    61747WAL3 MORGAN STANLEY MED T    
    637432NP6 NATIONAL RURAL UTIL 29,292 34,466
    665859AU8 NORTHERN TRUST CORP 21,381 22,648
    674599CG8 OCCIDENTAL PETROLEUM    
    68389XBC8 ORACLE CORP 20,473 21,965
    693475AT2 PNC FINANCIAL SERVIC 25,180 27,949
    806854AH8 SCHLUMBERGER INVESTM 26,475 27,141
    857477AM5 STATE STREET CORP 27,109 27,393
    871829AZ0 SYSCO CORPORATION 3.    
    872540AQ2 TJX COS INC 19,288 21,563
    89153VAP4 TOTAL CAPITAL INTL S    
    89236TCQ6 TOYOTA MOTOR CREDIT    
    91159HHA1 US BANCORP MEDIUM TE    
    92343VCR3 VERIZON COMMUNICATIO 18,560 19,881
    931142DH3 WAL-MART STORES INC    
    949746SH5 WELLS FARGO & COMPAN 24,528 27,699
    037833DP2 APPLE INC 20,056 21,595
    06406RAH0 BANK OF NY MELLON CO 22,680 23,995
    3130AFFX0 FEDERAL HOME LOAN BA 22,342 23,918
    3137EAEX3 FEDERAL HOME LOAN MO 24,858 24,959
    3137EAEZ8 FEDERAL HOME LOAN MO 24,987 25,021
    45866FAK0 INTERCONTINENTAL EXC 26,349 26,177
    713448EL8 PEPSICO INC 20,835 22,078
    912828U24 UNITED STATES TREASU 20,566 21,768
    912828X70 UNITED STATES TREASU 26,494 26,498

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Name of Stock End of Year Book Value End of Year Fair Market Value
    74925K367 ABBEY CAPITAL FUTURE    
    09257V201 BLACKSTONE ALTERNATI    
    233203843 DFA US SMALL CAP POR    
    277902235 EATON VANCE ATLANTA    
    314172362 FEDERATED INTERNATIO    
    00143W859 INVESCO OPPENHEIMER    
    64128K579 NEUBERGER BERMAN HIG    
    87283A102 T ROWE PRICE QM US S    
    1317205 AIA GROUP LTD 6,585 12,381
    25537101 AMERICAN ELEC PWR INC 10,307 10,242
    31162100 AMGEN INC 4,244 4,828
    110122108 BRISTOL MYERS SQUIBB 7,357 7,816
    110448107 BRITISH AMERN TOB PL 17,663 18,295
    112585104 BROOKFIELD ASSET MAN 8,003 10,318
    124765108 CAE INC 11,046 13,953
    136069101 CDN IMPERIAL BK OF C 24,346 24,273
    136375102 CANADIAN NATIONAL RA 7,201 9,337
    166764100 CHEVRON CORP 23,724 19,170
    191216100 COCA COLA CO 2,920 5,155
    294821608 ERICSSON SPONSORED 9,395 9,321
    307305102 FANUC CORP UNSPONSOR 8,330 11,086
    351858105 FRANCO NEVADA CORP 4,649 6,517
    370334104 GENERAL MLS INC 9,749 9,290
    375558103 GILEAD SCIENCES INC 20,826 18,760
    446150104 HUNTINGTON BANCSHARE 13,971 12,807
    459200101 INTL BUSINESS MACHIN 9,456 9,567
    494368103 KIMBERLY CLARK CORP 5,191 4,854
    500458401 KOMATSU LTD SPONSORE 9,732 10,381
    502117203 L'OREAL CO UNSPONSOR 7,442 10,356
    502441306 LVMH MOET HENNESSY L 5,277 10,976
    585464100 MELCO RESORTS & ENTE 5,002 4,563
    594918104 MICROSOFT CORP 56,626 55,605
    636274409 NATIONAL GRID PLC SP 16,341 15,584
    641069406 NESTLE SA SPONSORED 7,694 8,364
    654445303 NINTENDO LTD UNSPONS 6,139 11,595
    670100205 NOVO NORDISK AS SPON 7,213 8,242
    693475105 PNC FINL SVCS GROUP 9,750 12,069
    713448108 PEPSICO INC 12,364 15,127
    717081103 PFIZER INC 21,831 21,460
    718172109 PHILIP MORRIS INTL I 25,281 26,162
    744573106 PUBLIC SERVICE ENTER 4,859 5,655
    767204100 RIO TINTO PLC SPONSO 5,166 12,186
    771195104 ROCHE HOLDING LTD SP 9,566 9,513
    780259206 ROYAL DUTCH SHELL PL 13,460 12,194
    803054204 SAP SE SPONSORED 5,532 8,997
    835699307 SONY CORP SPONSORED 3,364 12,132
    842587107 SOUTHERN COMPANY 14,137 16,586
    861012102 STMICROELECTRONICS N 4,274 5,085
    870195104 SWEDBANK AB SPONSORE 9,873 9,296
    904767704 UNILEVER PLC SPONSOR 13,637 15,030
    911271302 UNITED OVERSEAS BANK 10,959 9,602
    989825104 ZURICH INSURANCE GRO 8,670 9,879
    4.9741E+104 KIRKLAND LAKE GOLD 8,221 7,429
    8.9151E+113 TOTAL SE SPONSORED 5,719 4,694
    00206R102 AT&T INC 28,689 23,152
    00287Y109 ABBVIE INC 18,603 26,252
    05534B760 BCE INC 20,409 19,046
    17275R102 CISCO SYSTEMS INC 15,348 17,184
    23304Y100 DBS GROUP HLDGS LTD 7,921 9,506
    25243Q205 DIAGEO PLC SPONSORED 6,969 9,529
    25746U109 DOMINION ENERGY INC 8,606 11,054
    26251A108 DSV PANALPINA A/S UN 3,972 8,990
    29250N105 ENBRIDGE INC 15,647 13,244
    30231G102 EXXON MOBIL CORP 28,779 16,570
    36197T103 GW PHARMACEUTICALS S 12,432 10,849
    46625H100 JP MORGAN CHASE & CO 5,979 7,497
    58933Y105 MERCK & CO INC 17,707 18,405
    66987V109 NOVARTIS AG SPONSORE 7,983 10,010
    69351T106 PPL CORPORATION 9,411 9,447
    7591EP100 REGIONS FINANCIAL CO 8,522 10,462
    82509L107 SHOPIFY INC CL A 420 11,320
    83175M205 SMITH & NEPHEW PLC S 8,556 9,868
    87807B107 TC ENERGY CORP 10,496 8,958
    88579Y101 3M CO 7,286 8,390
    92343V104 VERIZON COMMUNICATIO 17,543 23,265
    92857W308 VODAFONE GROUP PLC 24,105 17,601
    94106B101 WASTE CONNECTIONS IN 4,824 8,513
    G1151C101 ACCENTURE PLC CL A 4,450 11,232
    G29183103 EATON CORP PLC 5,238 6,127
    G4705A100 ICON PLC 2,735 9,359
    G50871105 JAZZ PHARMACEUTICALS 7,670 10,398
    G6095L109 APTIV PLC 4,551 11,596
    G96629103 WILLIS TOWERS WATSON 8,032 8,849
    H1467J104 CHUBB LTD 8,585 11,082
    M2682V108 CYBERARK SOFTWARE LT 5,613 12,442

    TY 2020 InvestmentsOtherSchedule2
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    055622104 BP PLC SPONSORED AME      
    166764100 CHEVRON CORP      
    29250N105 ENBRIDGE INC      
    30231G102 EXXONMOBIL CORP      
    674599105 OCCIDENTAL PETE CORP      
    780259107 ROYAL DUTCH SHELL PL      
    780259206 ROYAL DUTCH SHELL PL      
    87807B107 TC ENERGY CORP      
    89151E109 TOTAL SA SPONSORED A      
    G0250X107 AMCOR PLC      
    351858105 FRANCO NEVADA CORP      
    49741E100 KIRKLAND LAKE GOLD L      
    N53745100 LYONDELLBASELL INDUS      
    767204100 RIO TINTO PLC SPONSO      
    124765108 CAE INC      
    136375102 CANADIAN NATIONAL RA      
    26251A108 DSV PANALPINA A/S UN      
    M3760D101 ELBIT SYSTEMS LTD      
    307305102 FANUC CORP UNSPONSOR      
    500458401 KOMATSU LTD SPONSORE      
    911312106 UNITED PARCEL SERVIC      
    94106B101 WASTE CONNECTIONS IN      
    G6095L109 APTIV PLC      
    502441306 LVMH MOET HENNESSY L      
    585464100 MELCO RESORTS & ENTE      
    835699307 SONY CORP SPONSORED      
    02209S103 ALTRIA GROUP INC      
    110448107 BRITISH AMERN TOB PL      
    191216100 COCA COLA CO      
    25243Q205 DIAGEO PLC SPONSORED      
    494368103 KIMBERLY CLARK CORP      
    713448108 PEPSICO INC      
    718172109 PHILIP MORRIS INTL I      
    824841407 SHISEIDO LTD SPONSOR      
    904767704 UNILEVER PLC SPONSOR      
    00287Y109 ABBVIE INC      
    031162100 AMGEN INC      
    358029106 FRESENIUS MED CARE A      
    375558103 GILEAD SCIENCES INC      
    37733W105 GLAXOSMITHKLINE PLC      
    36197T103 GW PHARMACEUTICALS S      
    G4705A100 ICON PLC      
    G50871105 JAZZ PHARMACEUTICALS      
    66987V109 NOVARTIS AG SPONSORE      
    717081103 PFIZER INC      
    83175M205 SMITH & NEPHEW PLC S      
    001317205 AIA GROUP LTD SPONSO      
    136069101 CDN IMPERIAL BK OF C      
    H1467J104 CHUBB LTD      
    23304Y100 DBS GROUP HLDGS LTD      
    446150104 HUNTINGTON BANCSHARE      
    G491BT108 INVESCO LTD      
    606822104 MITSUBISHI UFJ FINAN      
    693475105 PNC FINL SVCS GROUP      
    756109104 REALTY INCOME CORP R      
    7591EP100 REGIONS FINANCIAL CO      
    911271302 UNITED OVERSEAS BANK      
    92276F100 VENTAS INC REAL ESTA      
    95040Q104 WELLTOWER INC REAL E      
    G96629103 WILLIS TOWERS WATSON      
    G1151C101 ACCENTURE PLC CL A      
    17275R102 CISCO SYSTEMS INC      
    M2682V108 CYBERARK SOFTWARE LT      
    803054204 SAP SE SPONSORED AME      
    82509L107 SHOPIFY INC CL A      
    00206R102 AT&T INC      
    05534B760 BCE INC      
    654445303 NINTENDO LTD UNSPONS      
    92343V104 VERIZON COMMUNICATIO      
    92857W308 VODAFONE GROUP SPONS      
    25746U109 DOMINION ENERGY INC      
    636274409 NATIONAL GRID PLC SP      
    69351T106 PPL CORPORATION      
    842587107 SOUTHERN COMPANY      
    464287168 ISHARES DJ SELECT DI AT COST 313,664 400,494
    464287614 ISHARES RUSSELL 1000 AT COST 310,472 1,022,434
    464287598 ISHARES RUSSELL 1000 AT COST 819,094 1,037,644
    233203843 DFA US SMALL CAP POR AT COST 62,168 70,603
    277902235 EATON VANCE ATLANTA AT COST 119,283 172,309
    314172362 FEDERATED HERMES INT AT COST 223,557 217,104
    00143W859 INVESCO DEVELOPING M AT COST 112,268 132,020
    09257V201 BLACKSTONE ALTERNATI AT COST 250,500 254,159
    22822V101 CROWN CASTLE INTERNA AT COST 7,221 7,164
    64128K579 NEUBERGER BERMAN HIG AT COST 45,631 47,029
    87283A102 T. ROWE PRICE QM US AT COST 30,636 76,929

    TY 2020 OtherAssetsSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    90 ACRES CITRUS COUNTY, FL 36,000 36,000 315,000
    40 ACRES CITRUS COUNTY, FL 36,198 36,198 160,000
    316 ACRES CITRUS COUNTY, FL 73,545 73,545 1,350,000
    BLACKSTONE ALTERNATIVES 181,967 151,038 151,038


    TY 2020 OtherDecreasesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 248
    PARTNERSHIP ADJUSTMENT 56,875
    BASIS ADJUSTMENT 205
    ROUNDING 8


    TY 2020 OtherExpensesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE EXPENSES 6,500 6,500   0
    BLACKSTONE ALETERNATIVE EXPENS 1,844 1,844   0
    OTHER NONALLOCABLE EXPENSE 207 207   0


    TY 2020 OtherIncomeSchedule2
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BLACKSTONE ALTERNATIVE INCOME 27,789 27,789  
    LEASE INCOME 11,218 11,218  


    TY 2020 OtherIncreasesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Amount
    2019 TRANSACTIONS POSTED IN 2020 611
    CONTRIBUTION FMV TO BOOK ADJ 488


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUNTRUST MANAGEMENT FEES 26,946 20,209   6,737
    INVESTMENT MANAGEMENT FEES 2,642 2,642    


    TY 2020 TaxesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,118 1,118   0
    FEDERAL TAX PAYMENT - PRIOR YE 179 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,170 0   0
    FOREIGN TAXES ON QUALIFIED FOR 962 962   0