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
VIVIAN & HYMIE J SOSLAND
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 30067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64112
A Employer identification number

20-7457935
B Telephone number (see instructions)

(816) 756-1000
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$15,848,204J 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 130,414 130,414  
4 Dividends and interest from securities... 185,602 185,602  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,777
b Gross sales price for all assets on line 6a 2,573,451
7 Capital gain net income (from Part IV, line 2)... 430,777
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 746,793 746,793  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 0   75,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,450 2,725   2,725
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,941 5,801   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,043 51,766   277
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,434 60,292   78,002
25 Contributions, gifts, grants paid....... 856,000 856,000
26 Total expenses and disbursements. Add lines 24 and 25 1,011,434 60,292   934,002
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -264,641
b Net investment income (if negative, enter -0-) 686,501
c Adjusted net income (if negative, enter -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......... 137,054 579,370 579,370
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 471,234 Click to see attachment482,520 557,913
b Investments—corporate stock (attach schedule)....... 6,066,079 Click to see attachment5,818,807 11,134,244
c Investments—corporate bonds (attach schedule)....... 2,211,198 Click to see attachment2,145,015 2,327,233
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,387,746 990,584 1,032,365
13 Investments—other (attach schedule).......... 201,053 Click to see attachment212,440 217,079
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) 10,474,364 10,228,736 15,848,204
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 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........ 10,474,364 10,228,736
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,474,364 10,228,736
30 Total liabilities and net assets/fund balances (see instructions). 10,474,364 10,228,736
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
10,474,364
2
Enter amount from Part I, line 27a .....................
2
-264,641
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
19,013
4
Add lines 1, 2, and 3 ..........................
4
10,228,736
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,228,736
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,573,451   2,142,674 430,777
b
c
d
e
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       430,777
b
c
d
e
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 2 430,777
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 9,542
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 9,542
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 9,542
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,692
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,192
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 33
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 5,617
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,617 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletMO
    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 ofbulletMARCIA RHODES Telephone no.bullet (816) 756-1000

    Located atbullet4801 MAIN STE 650KANSAS CITYMO ZIP+4bullet64112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........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
    MARCIA A RHODES TRUSTEE
    1.00     		25,000 0 0
    PO BOX 30067
    KANSAS CITY,MO64112
    LESLIE A SMALL TRUSTEE
    1.00     		25,000 0 0
    PO BOX 30067
    KANSAS CITY,MO64112
    DEBORAH SOSLAND-EDELMAN TRUSTEE
    1.00     		25,000 0 0
    PO BOX 30067
    KANSAS CITY,MO64112
    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.........................bullet0
    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
    13,821,485
    b
    Average of monthly cash balances.......................
    1b
    694,072
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,515,557
    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
    14,515,557
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    217,733
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,297,824
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    714,891
    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
    714,891
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,542
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,542
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    705,349
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    705,349
    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
    705,349
    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
    934,002
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    934,002
    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
    934,002
    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 7 705,349
    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...... 74,680
    b From 2016...... 111,340
    c From 2017...... 47,314
    d From 2018...... 33,188
    e From 2019...... 20,018
    fTotal of lines 3a through e........ 286,540
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 934,002
    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..... 705,349
    e Remaining amount distributed out of corpus 228,653
    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 5 515,193
    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) ...     		74,680
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		440,513
    10 Analysis of line 9:
    a Excess from 2016.... 111,340
    b Excess from 2017.... 47,314
    c Excess from 2018.... 33,188
    d Excess from 2019.... 20,018
    e Excess from 2020.... 228,653
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITY KC (CHILDREN'S TLCREHAB INST COMBINED)
    3001 BALTIMORE AVE
    KANSAS CITY,MO64108     		  PC SOCIAL WELFARE 15,000
    AFTER THE HARVEST
    406 W 34TH ST 816
    KANSAS CITY,MO64111     		  PC SOCIAL WELFARE 5,000
    BIG BROTHERS & BIG SISTERS OF GREATER KANSAS CITY
    1709 WALNUT ST
    KANSAS CITY,MO64108     		  PC SOCIAL WELFARE 5,000
    BOYS & GIRLS CLUBS OF GREATER KANSAS CITY
    4001 BLUE PKWY 102
    KANSAS CITY,MO64130     		  PC SOCIAL WELFARE 5,000
    BRIGHT FUTURES PREVIOUSLY CENTRAL CITY SCHOOL FUND
    PO BOX 419037
    KANSAS CITY,MO64141     		  PC EDUCATION 5,000
    CABOT WESTSIDE CLINIC - SAMUEL U RODGERS
    2121 SUMMIT ST
    KANSAS CITY,MO64108     		  PC HEALTH 10,000
    CAMPS FOR KIDS
    5960 DEARBORN STE 225
    MISSION,KS66202     		  PC SOCIAL WELFARE 5,000
    CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED
    3101 MAIN STREET
    KANSAS CITY,MO64111     		  PC EDUCATION 5,000
    CHILDREN'S PLACE
    7220 NW 86TH PL
    KANSAS CITY,MO64153     		  PC SOCIAL WELFARE 5,000
    CRISTO REY
    211 LINWOOD BLVD
    KANSAS CITY,MO64111     		  PC EDUCATION 15,000
    CROSS LINES COMMUNITY OUTREACH
    736 SHAWNEE AVE
    KANSAS CITY,MO66105     		  PC SOCIAL WELFARE 10,000
    CULTIVATE KC
    4223 GIBBS RD
    KANSAS CITY,MO66106     		  PC SOCIAL WELFARE 10,000
    DE LA SALLE EDUCATION CENTER
    3737 TROOST AVE
    KANSAS CITY,MO64109     		  PC EDUCATION 10,000
    DISMAS HOUSE
    3100 MAIN 301
    KANSAS CITY,MO64111     		  PC SOCIAL WELFARE 5,000
    DONNELLY COLLEGE
    608 N 18TH ST
    KANSAS CITY,MO66102     		  PC EDUCATION 10,000
    FIRST CALL
    9091 STATE LINE RD
    KANSAS CITY,MO64114     		  PC SOCIAL WELFARE 5,000
    FOSTER ADOPT CONNECT
    18600 E 37TH TERRACE S
    INDEPENDENCE,MO64057     		  PC SOCIAL WELFARE 5,000
    GIRLS ON THE RUN
    211 W 18TH ST
    KANSAS CITY,MO64108     		  PC SOCIAL WELFARE 10,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105     		  PC SOCIAL WELFARE 100,000
    GUADALUPE CENTERS INC
    1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		  PC EDUCATION 5,000
    HADASSAH GREATER KANSAS CITY CHAPTER
    8900 STATE LINE ROAD 406
    LEAWOOD,KS66206     		  PC JEWISH 1,000
    HARVESTERS
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		  PC SOCIAL WELFARE 150,000
    HEARTLAND MEN'S CHORUS
    4509 WALNUT ST
    KANSAS CITY,MO64111     		  PC CULTURAL ARTS 5,000
    HOPE FAITH MINISTRIES
    705 VIRGINIA AVE
    KANSAS CITY,MO64106     		  PC SOCIAL WELFARE 5,000
    HOPE HOUSE
    PO BOX 577
    LEES SUMMIT,MO64063     		  PC SOCIAL WELFARE 5,000
    HOSPICE HOUSE
    12000 WORNALL RD
    KANSAS CITY,MO64145     		  PC HEALTH 5,000
    HYMAN BRAND HEBREW ACADEMY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		  PC JEWISH 15,000
    JEWISH COMMUNITY RELATIONS BUREAU AJC
    5801 WEST 115TH STREET 203
    OVERLAND PARK,KS66211     		  PC JEWISH 10,000
    JEWISH FAMILY SERVICES
    425 E 63RD ST
    KANSAS CITY,MO64110     		  PC JEWISH 20,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,MO66211     		  PC JEWISH 100,000
    JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027     		  PC JEWISH 10,000
    JEWISH VOCATIONAL SERVICES
    4600 THE PASEO
    KANSAS CITY,MO64110     		  PC JEWISH 15,000
    JOURNEY TO A NEW LIFE
    3120 TROOST AVE
    KANSAS CITY,MO64109     		  PC SOCIAL WELFARE 5,000
    KANSAS CITY BALLET
    500 W PERSHING ROAD
    KANSAS CITY,MO64108     		  PC CULTURAL ARTS 5,000
    KANSAS CITY COMMUNITY GARDENS
    6917 KENNSINGTON AVE
    KANSAS CITY,MO64132     		  PC SOCIAL WELFARE 5,000
    KANSAS CITY GIRLS PREP ACADEMY
    4550 MAIN STREET STE 227
    KANSAS CITY,MO64111     		  PC EDUCATION 5,000
    KC CARES (PREV KC FREE CLINIC)
    3515 BROADWAY BLVD
    KANSAS CITY,MO64111     		  PC HEALTH 5,000
    KOSHER MEALS ON WHEELS
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		  PC JEWISH 10,000
    MADAME PRESIDENT CAMP
    215 WEST PERSHING RD 6TH FLOOR
    KANSAS CITY,MO64108     		  PC CIVIC 5,000
    MATTIE RHODES CENTER
    1740 JEFFERSON
    KANSAS CITY,MO64108     		  PC SOCIAL WELFARE 5,000
    METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT
    3100 BROADWAY STE 400
    KANSAS CITY,MO64111     		  PC SOCIAL WELFARE 5,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    5801 W 115TH ST
    LEAWOOD,KS66211     		  PC JEWISH 5,000
    MILES OF SMILES
    5416 NE ANTIOCH RD
    KANSAS CITY,MO64119     		  PC HEALTH 5,000
    NEWHOUSE INC
    PO BOX 240019
    KANSAS CITY,MO64124     		  PC SOCIAL WELFARE 10,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109     		  PC SOCIAL WELFARE 10,000
    PEACE COUNSELING
    605 NE WOODS CHAPEL RD
    LEES SUMMIT,MO64064     		  PC SOCIAL WELFARE 5,000
    PLANNED PARENTHOOD GREAT PLAINS
    1001 EMANUEL CLEAVER II BLVD
    KANSAS CITY,MO64110     		  PC HEALTH 5,000
    POLICE FOUNDATION OF KC
    PO BOX 25198
    KANSAS CITY,MO64119     		  PC SOCIAL WELFARE 25,000
    REDISCOVER FOR FRIENDSHIP HOUSE
    6801 E 117TH ST
    KANSAS CITY,MO64134     		  PC SOCIAL WELFARE 5,000
    RE-START INC
    918 E 9TH ST
    KANSAS CITY,MO64106     		  PC SOCIAL WELFARE 10,000
    RIGHTFULLY SEWN
    1800 WYANDOTTE ST 204
    KANSAS CITY,MO64108     		  PC EDUCATION 10,000
    ROCKHURST UNIVERSITY
    1100 ROCKHURST RD
    KANSAS CITY,MO64110     		  PC EDUCATION 10,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		  PC SOCIAL WELFARE 5,000
    SAFEHOME INC
    PO BOX 4563
    OVERLAND PARK,KS66204     		  PC SOCIAL WELFARE 5,000
    SALVATION ARMY
    3637 BROADWAY BLVD
    KANSAS CITY,MO64111     		  PC SOCIAL WELFARE 5,000
    SETON CENTER
    2816 E 23RD ST
    KANSAS CITY,MO64127     		  PC HEALTH 5,000
    SHEFFIELD PLACE
    6604 E 12TH ST
    KANSAS CITY,MO64126     		  PC SOCIAL WELFARE 5,000
    SHEPHERD CENTER
    5200 OAK ST
    KANSAS CITY,MO64112     		  PC HEALTH 5,000
    SOUTHWEST BOULEVARD FAMILY HEALTH CARE INC
    300-340 SOUTHWEST BLVD
    KANSAS CITY,KS66103     		  PC HEALTH 10,000
    ST VINCENT DE PAUL SOCIETY
    3106 FLORA AVE
    KANSAS CITY,MO64109     		  PC SOCIAL WELFARE 10,000
    START AT ZERO
    5508 TROOST
    KANSAS CITY,MO64110     		  PC EDUCATION 5,000
    SUNFLOWER HOUSE
    15440 W 65TH ST
    SHAWNEE,KS66217     		  PC SOCIAL WELFARE 5,000
    SYNERGY SERVICES INC (OPERATING)
    400 E 6TH ST
    PARKVILLE,MO64152     		  PC SOCIAL WELFARE 10,000
    THE GROOMING PROJECT
    5829 TROOST AVE SUITE B
    KANSAS CITY,MO64110     		  PC EDUCATION 5,000
    TURNING POINT
    8900 STATE LINE ROAD
    LEAWOOD,KS66206     		  PC HEALTH 5,000
    URBAN RANGERS
    5908 SWOPE PKWY
    KANSAS CITY,MO64130     		  PC SOCIAL WELFARE 10,000
    VILLAGE SHALOM
    5500 W 123RD ST
    OVERLAND PARK,KS66209     		  PC JEWISH 10,000
    WILDWOOD OUTDOOR EDUCATION CENTER
    7095 W 399TH ST
    LACYGNE,KS66040     		  PC EDUCATION 5,000
    WOMEN'S EMPLOYMENT NETWORK
    920 MAIN ST STE 100
    KANSAS CITY,MO64105     		  PC SOCIAL WELFARE 5,000
    YMCA - GREATER KANSAS CITY
    3100 BROADWAY BLVD STE 1020
    KANSAS CITY,MO64111     		  PC SOCIAL WELFARE 10,000
    Total .................................bullet 3a 856,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 130,414  
    4 Dividends and interest from securities....     14 185,602  
    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 ............     		    18 430,777  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 746,793 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    746,793
    (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:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,450 2,725   2,725

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC. QTY: 15,000 16,333 17,965
    ABBVIE INC. QTY: 25,000 24,056 26,137
    AIR PRODUCTS AND CHEMICALS INC. QTY: 15,000 15,025 15,882
    AMERICA MOVIL SA QTY: 10,000 12,713 15,004
    AMERICAN EXPRESS QTY: 10,000 9,997 10,262
    AMERIPRISE FINANCIAL QTY: 15,000 15,667 16,688
    AMERIPRISE FINANCIAL, INC. QTY: 10,000 10,763 10,999
    AMGEN INC. QTY: 20,000 20,201 21,946
    ANALOG DEVICES, INC. QTY: 10,000 10,343 11,402
    ANALOG DEVICES, INC. QTY: 10,000 10,379 11,355
    ANHEUSER-BUSCH COMPANIES, LLC QTY: 10,000 10,515 12,655
    ANHEUSER-BUSCH INBEV FINANCE INC. QTY: 20,000 20,585 22,618
    ANTHEM, INC. QTY: 10,000 9,786 10,376
    ANTHEM, INC. QTY: 20,000 20,057 21,176
    ANTHEM, INC. QTY: 5,000 4,984 5,272
    ANTHEM, INC. QTY: 5,000 5,098 5,761
    APPLE INC. QTY: 10,000 10,837 14,346
    APTIV PLC QTY: 10,000 10,698 11,539
    AT&T INC. QTY: 10,000 10,313 13,028
    AT&T INC. QTY: 25,000 25,876 27,907
    ATMOS ENERGY CO QTY: 5,000 5,289 6,279
    AVANGRID, INC. QTY: 10,000 12,281 15,314
    BANK OF AMERICA C QTY: 15,000 15,859 16,922
    BANK OF AMERICA QTY: 10,000 10,417 11,187
    BANK OF AMERICA QTY: 20,000 20,951 22,821
    BERKSHIRE HATHAWAY ENERGY CO QTY: 20,000 22,798 29,462
    BP CAPITAL MARKETS QTY: 10,000 10,067 11,620
    BP CAPITAL MARKETS QTY: 10,000 10,551 10,974
    BP CAPITAL MARKETS QTY: 5,000 5,094 5,194
    BP CAPITAL MARKETS QTY: 5,000 5,269 5,544
    BP CAPITAL MARKETS QTY: 5,000 5,273 5,787
    BRISTOL-MYERS S QTY: 10,000 10,079 10,017
    BRISTOL-MYERS SQU QTY: 10,000 12,553 13,116
    BROWN & BROWN QTY: 5,000 5,051 5,200
    BT GROUP PLC QTY: 15,000 22,573 24,814
    BUNGE LIMITED FINANCE CORP QTY: 10,000 9,740 11,108
    CANADIAN NATURAL RESOURCES QTY: 10,000 10,279 11,213
    CANADIAN NATURAL RESOURCES QTY: 30,000 29,741 31,350
    CANADIAN PACIFIC QTY: 10,000 9,458 10,800
    CANADIAN PACIFIC QTY: 10,000 10,074 10,481
    CANADIAN PACIFIC QTY: 5,000 5,431 5,381
    CAPITAL ONE FINANCIAL QTY: 20,000 20,383 21,398
    CAPITAL ONE FINANCIAL QTY: 20,000 21,490 20,456
    CAPITAL ONE FINANCIAL QTY: 5,000 5,001 5,034
    CATERPILLAR INC. QTY: 10,000 10,011 11,020
    CATERPILLAR INC. QTY: 5,000 5,013 5,505
    CHUBB INA HOLDINGS INC. QTY: 10,000 10,164 11,038
    CITIGROUP INC. QTY: 25,000 26,071 27,869
    CITIGROUP INC. QTY: 5,000 5,085 5,106
    CITIGROUP INC. QTY: 5,000 5,533 5,849
    COCA-COLA QTY: 25,000 24,066 27,724
    COLLINS AEROSPACE QTY: 10,000 9,954 10,768
    COLLINS AEROSPACE QTY: 15,000 15,483 16,802
    COMCAST CORP QTY: 10,000 11,235 12,161
    COMCAST CORP QTY: 5,000 5,681 5,746
    CONOCOPHILLIPS QTY: 10,000 12,066 15,277
    CONSTELLATION BRANDS INC. QTY: 20,000 21,860 22,944
    CONSTELLATION BRANDS INC. QTY: 5,000 5,425 5,918
    COSTCO WHOLESALE CORP QTY: 10,000 10,056 10,231
    CSX CORP QTY: 10,000 12,246 15,087
    CVS HEALTH CORP QTY: 15,000 14,859 17,841
    DEUTSCHE TELEKOM INTERNATIONAL FINANCE QTY: 15,000 21,346 23,680
    DEVON ENERGY COR QTY: 10,000 11,763 11,763
    DIGITAL REALTY TRUST, LP QTY: 30,000 29,617 31,315
    DPH HOLDINGS CORP QTY: 10,000 10,378 10,984
    DUKE ENERGY CORP QTY: 15,000 15,611 16,678
    DUKE ENERGY CORP QTY: 15,000 18,053 21,171
    E. I. DU PONT DE NEMOURS & CO QTY: 5,000 5,040 5,306
    EASTERN ENERGY GAS HOLDINGS LLC QTY: 20,000 21,013 22,127
    EATON CORP PLC QTY: 20,000 22,063 22,337
    ECOLAB INC. QTY: 5,000 5,710 6,373
    ENERGY TRANSFER PARTNERS LP QTY: 10,000 10,523 11,550
    ENTERPRISE PRODUCTS QTY: 10,000 10,195 12,312
    EQUINOR ASA QTY: 5,000 4,994 5,650
    EQUINOR ASA QTY: 5,000 5,742 7,025
    FEDEX CORP QTY: 5,000 5,246 6,460
    FEDEX CORP QTY: 5,000 10,215 10,207
    FISERV, INC. QTY: 15,000 15,298 16,933
    FISERV, INC. QTY: 5,000 4,999 5,229
    FISERV, INC. QTY: 5,000 5,003 5,706
    FLORIDA POWER & LIGHT QTY: 10,000 10,158 10,895
    GENERAL MOTORS FINANCIAL CO INC. QTY: 45,000 45,830 45,133
    GILEAD SCIENCES QTY: 5,000 5,095 5,524
    GILEAD SCIENCES QTY: 5,000 5,760 6,586
    GOLDMAN SACHS GRP INC QTY: 45,000 48,548 47,540
    HEALTHCARE TRUST OF AMERICA QTY: 15,000 15,530 16,970
    HOME DEPOT, INC QTY: 15,000 18,475 21,837
    INTEL CORP QTY: 10,000 11,301 11,979
    INTERNATIONAL PAPER CO QTY: 10,000 10,673 14,404
    JPMORGAN CHASE & CO & QTY: 10,000 10,754 11,341
    JPMORGAN CHASE & CO QTY: 15,000 15,498 16,575
    JPMORGAN CHASE & CO QTY: 15,000 16,559 17,294
    JPMORGAN CHASE & CO QTY: 5,000 5,413 5,641
    KINDER MORGAN, INC. QTY: 5,000 5,800 5,856
    LINCOLN NATIONAL QTY: 20,000 20,222 22,872
    LINCOLN NATIONAL QTY: 5,000 5,240 5,500
    LOCKHEED MARTIN QTY: 11,000 12,669 14,440
    LOCKHEED MARTIN QTY: 5,000 5,879 6,447
    LYB INTERNATIONAL QTY: 10,000 10,103 11,149
    LYB INTERNATIONAL QTY: 25,000 25,703 27,124
    MARTIN MARIETTA QTY: 20,000 20,528 22,286
    MARTIN MARIETTA QTY: 5,000 5,156 5,579
    MEDTRONIC PLC QTY: 5,000 5,261 6,722
    MICROSOFT CORP QTY: 15,000 15,871 19,698
    MOHAWK INDUSTRIES INC. QTY: 5,000 5,034 5,582
    MORGAN STANLEY QTY: 15,000 14,629 15,291
    MORGAN STANLEY QTY: 15,000 15,050 15,830
    MORGAN STANLEY QTY: 5,000 6,043 6,081
    NATIONAL RURAL UTILITIES QTY: 25,000 25,144 26,747
    NEXTERA ENERGY CAPITAL QTY: 15,000 15,053 16,219
    NORSK HYDRO ASA QTY: 25,000 32,476 28,969
    NORTHROP GRUMMAN QTY: 10,000 10,510 12,513
    NUCOR CORP QTY: 10,000 10,621 10,530
    NUCOR CORP QTY: 5,000 5,063 5,491
    NUCOR CORP QTY: 5,000 5,198 7,179
    NUTRIEN LTD. QTY: 15,000 15,209 16,538
    NVIDIA CORP QTY: 15,000 14,673 16,948
    OGE ENERGY CORP. QTY: 10,000 11,555 11,581
    ORACLE CORP QTY: 10,000 11,315 14,273
    ORANGE S.A. QTY: 15,000 20,666 24,538
    PFIZER INC. QTY: 10,000 10,716 11,657
    PRINCIPAL FINANCIAL GROUP QTY: 5,000 5,463 5,573
    PRUDENTIAL FINANCIAL QTY: 10,000 9,897 11,833
    PRUDENTIAL FINANCIAL QTY: 5,000 6,662 7,724
    QUEBEC (PROVINCE) QTY: 35,000 45,243 42,041
    RELX CAPITAL INC. QTY: 10,000 10,426 11,112
    RELX CAPITAL INC. QTY: 5,000 5,013 5,321
    RIO TINTO FINANCE QTY: 5,000 4,910 5,647
    ROPER TECHNOLOGIES INC. QTY: 10,000 11,039 11,896
    ROPER TECHNOLOGIES INC. QTY: 15,000 15,679 16,935
    RYDER SYSTEM, INC. QTY: 10,000 10,012 10,237
    RYDER SYSTEM, INC. QTY: 15,000 15,069 15,385
    SHELL INTERNATIONAL FINANCE QTY: 10,000 12,808 15,457
    SHELL INTERNATIONAL FINANCE QTY: 5,000 4,988 5,499
    SOUTHERN CO GAS QTY: 10,000 9,736 10,488
    SOUTHERN CO GAS QTY: 5,000 5,174 5,577
    SOUTHWEST AIRLINES QTY: 10,000 9,680 10,663
    SUNOCO LOGISTICS QTY: 10,000 9,846 10,425
    SUNOCO LOGISTICS QTY: 10,000 10,502 10,425
    TARGET CORP QTY: 10,000 10,103 11,215
    TC ENERGY CORP QTY: 20,000 20,118 23,495
    TC PIPELINES, LP QTY: 20,000 20,508 20,119
    TCI COMMUNICATIONS INC. QTY: 15,000 18,831 20,116
    TELEFONICA EMISIONES QTY: 10,000 13,109 14,964
    TELEFONICA EMISIONES QTY: 5,000 5,254 5,031
    THE INTERPUBLIC GROUP OF COMPANIES INC. QTY: 15,000 15,641 15,570
    THE INTERPUBLIC GROUP OF COMPANIES INC. QTY: 15,000 16,047 16,662
    THERMO FISHER SCIENTIFIC QTY: 10,000 10,446 11,056
    THERMO FISHER SCIENTIFIC QTY: 10,000 11,312 12,400
    THERMO FISHER SCIENTIFIC QTY: 5,000 5,466 5,567
    TOYOTA MOTOR CREDIT CORP QTY: 15,000 15,340 17,547
    TRUIST FINANCIAL CORP QTY: 10,000 9,758 10,233
    UNITEDHEALTH GROUP QTY: 10,000 10,140 13,568
    VALERO ENERGY CORP QTY: 10,000 11,536 13,237
    VENTAS REALTY, LP QTY: 10,000 9,893 11,001
    VERIZON COMMUNICATIONS QTY: 15,000 14,438 18,721
    VERIZON COMMUNICATIONS QTY: 5,000 6,543 6,966
    VIRGINIA ELECTRIC QTY: 10,000 10,125 10,411
    VIRGINIA ELECTRIC QTY: 10,000 12,014 13,413
    VODAFONE GROUP QTY: 10,000 10,739 14,382
    VODAFONE GROUP QTY: 5,000 4,993 5,712
    WELLS FARGO & CO QTY: 10,000 9,670 10,349
    WELLS FARGO & CO QTY: 20,000 21,456 20,189
    WELLS FARGO & CO QTY: 25,000 25,828 27,512
    WESTROCK CO QTY: 25,000 28,179 29,416
    XTO ENERGY INC. QTY: 5,000 6,855 7,302

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES MSCI EAFE SMALL CAP INDEX FUND 80,109 157,888
    ISHARES S&P SMALLCAP 600 INDEX FUND 1,415,078 2,201,142
    VANGUARD 500 INDEX FUND ADMIRAL CLASS 1,785,768 5,817,354
    VANGUARD FTSE ALL-WORLD EX-US ETF 2,418,106 2,799,441
    VANGUARD MSCI EMERGING MARKETS 119,746 158,419

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    US Government Securities - End of Year Book Value:

    482,520
    US Government Securities - End of Year Fair Market Value:

    557,913
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DEUTSCHE MORTGAGE QTY: 20,000 AT COST 21,146 21,128
    DEUTSCHE MORTGAGE QTY: 45,000 AT COST 48,573 48,941
    RBS COMMERCIAL FUNDING INC. QTY: 30,000 AT COST 30,677 32,819
    SOUTHWEST AIRLINES QTY: 10,000 AT COST 3,223 2,875
    UBS COMMERCIAL QTY: 45,000 AT COST 42,198 43,006
    WELLS FARGO COMMERCIAL MORTGAGE TRUST QTY: 15,000 AT COST 16,282 16,771
    WFRBS COMMERCIAL MORTGAGE TRUST QTY: 50,000 AT COST 50,341 51,539

    TY 2020 OtherExpensesSchedule
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 45,976 45,976   0
    OTHER INVESTMENT FEES 5,790 5,790   0
    OTHER MISC EXPENSES 277 0   277


    TY 2020 OtherIncreasesSchedule
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Description Amount
    BASIS ADJUSTMENT 19,013


    TY 2020 TaxesSchedule
    Name:
    VIVIAN & HYMIE J SOSLAND
     
    CHARITABLE TRUST
    EIN:
    20-7457935
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,801 5,801   0
    FEDERAL TAXES 17,140 0   0