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
BLYTHE BRENDEN-MANN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)401 E 8TH ST STE 319
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SIOUX FALLS, SD571037031
A Employer identification number

41-6546887
B Telephone number (see instructions)

(605) 336-6832
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$28,706,263
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 303,243
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 927,772 878,579  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,463,724
b Gross sales price for all assets on line 6a 4,108,691
7 Capital gain net income (from Part IV, line 2)... 1,463,724
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)....... -113,024 -113,024  
12 Total. Add lines 1 through 11........ 2,581,715 2,229,279  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 109,757 43,903   65,854
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 225 0 0 225
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 95,498 95,498   0
17 Interest............... 9,555 9,555   0
18 Taxes (attach schedule) (see instructions)... 24,237 6,237   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)....... 52,244 45,107   7,137
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 291,516 200,300 0 73,216
25 Contributions, gifts, grants paid....... 1,351,875 1,351,875
26 Total expenses and disbursements. Add lines 24 and 25 1,643,391 200,300 0 1,425,091
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 938,324
b Net investment income (if negative, enter -0-) 2,028,979
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......... 2,644,116 3,496,987 3,496,987
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)....... 796,166 Click to see attachment7,896,591 16,503,586
c Investments—corporate bonds (attach schedule)....... 3,160,477 Click to see attachment1,140,477 1,441,013
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,396,264 Click to see attachment6,720,113 7,094,953
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment125,974 Click to see attachment169,724 Click to see attachment169,724
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,122,997 19,423,892 28,706,263
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........ 19,122,997 19,423,892
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)..... 19,122,997 19,423,892
30 Total liabilities and net assets/fund balances (see instructions). 19,122,997 19,423,892
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
19,122,997
2
Enter amount from Part I, line 27a .....................
2
938,324
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,061,321
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
637,429
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,423,892
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 27. ALIBABA GROUP HOLDING-SP ADR   2018-09-06 2020-01-16
b 79. LENNAR CORP-A   2019-05-23 2020-02-05
c 77. EXTRA SPACE STORAGE INC     2020-02-20
d 73. NORTHERN TRUST CORP     2020-03-02
e 166. VMWARE INC-CLASS A     2020-03-02
99. AMERICAN ELECTRIC POWER   2019-04-15 2020-04-08
274. CONOCOPHILLIPS   2019-12-03 2020-04-15
27. SVB FINANCIAL GROUP   2019-03-18 2020-04-15
30. DANAHER CORP   2018-04-17 2020-04-29
145. VANGUARD FTSE EUROPE ETF   2019-04-03 2020-05-01
191.681 VANGUARD 500 INDEX-ADM   2016-12-22 2020-05-13
81. AMERICAN ELECTRIC POWER     2020-05-18
74. NORTHERN TRUST CORP   2018-12-21 2020-05-19
65. VANGUARD FTSE EUROPE ETF     2020-05-20
242.508 VANGUARD 500 INDEX-ADM   2016-12-22 2020-06-17
283. AIRBUS SE - UNSP ADR     2020-06-19
199. VANGUARD FTSE EUROPE ETF     2020-06-19
485. AIRBUS SE - UNSP ADR     2020-06-24
126. AIRBUS SE - UNSP ADR   2019-06-06 2020-06-29
112. AIRBUS SE - UNSP ADR   2019-10-01 2020-06-29
32. ESSEX PROPERTY TRUST INC     2020-07-02
212. AIRBUS SE - UNSP ADR     2020-07-06
125000. HSBC USA INC 06 JUL 2020   2014-06-30 2020-07-06
248. SCHWAB (CHARLES) CORP     2020-07-13
104. TENCENT HOLDINGS LTD-UNS ADR   2019-01-29 2020-07-13
700000. BARCLAYS BANK PLC 14 APR 2022   2020-04-09 2020-07-14
82. WELLTOWER INC     2020-07-14
7. JPMORGAN CHASE & CO   2017-01-30 2020-07-22
57. JPMORGAN CHASE & CO   2020-04-29 2020-07-22
136. COPA HOLDINGS SA-CLASS A     2020-07-22
130. WELLTOWER INC     2020-08-05
129. WELLTOWER INC     2020-08-10
244. COMCAST CORP-CLASS A   2012-12-07 2020-08-17
88. STARBUCKS CORP   2018-01-24 2020-08-17
25. COPA HOLDINGS SA-CLASS A   2018-10-08 2020-08-17
90. COPA HOLDINGS SA-CLASS A   2020-05-01 2020-08-17
15. APPLE INC   2013-11-26 2020-08-24
99. DIAGEO PLC-SPONSORED ADR     2020-09-21
23. MASTERCARD INC - A     2020-09-25
73. JPMORGAN CHASE & CO     2020-10-01
18. MASTERCARD INC - A   2012-12-07 2020-10-01
10. ESSEX PROPERTY TRUST INC   2019-03-13 2020-10-06
15. ESSEX PROPERTY TRUST INC   2019-12-27 2020-10-06
41. DIAGEO PLC-SPONSORED ADR   2018-06-27 2020-10-21
13. MASTERCARD INC - A   2012-12-07 2020-12-02
13. S&P GLOBAL INC   2020-03-02 2020-12-02
23. S&P GLOBAL INC   2020-03-02 2020-12-04
534. ALIBABA GROUP HOLDING-SP ADR     2020-12-10
1332. APPLE INC     2020-12-10
409. COMCAST CORP-CLASS A   2012-11-29 2020-12-10
339. DANAHER CORP     2020-12-10
516. JPMORGAN CHASE & CO     2020-12-10
235. LULULEMON ATHLETICA INC     2020-12-10
396. MASTERCARD INC - A     2020-12-10
282. RYANAIR HOLDINGS PLC-SP ADR   2012-01-24 2020-12-10
1124. TAIWAN SEMICONDUCTOR-SP ADR   2014-05-02 2020-12-10
137. TARGET CORP   2017-06-13 2020-12-10
1916. TENCENT HOLDINGS LTD-UNS ADR     2020-12-10
103. LENNAR CORP-A     2020-12-16
52. ESSEX PROPERTY TRUST INC     2020-12-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,030   4,338 1,692
b 5,206   4,067 1,139
c 8,219   7,210 1,009
d 6,376   7,143 -767
e 20,070   13,409 6,661
8,056   8,337 -281
8,817   16,200 -7,383
4,402   6,760 -2,358
4,945   3,048 1,897
6,572   7,974 -1,402
50,000   39,971 10,029
6,459   6,778 -319
5,549   5,904 -355
3,034   3,563 -529
70,000   50,570 19,430
5,462   10,039 -4,577
10,227   10,765 -538
8,769   16,695 -7,926
2,269   4,187 -1,918
2,017   3,566 -1,549
7,520   9,665 -2,145
4,049   6,989 -2,940
1,976,994   1,250,000 726,994
8,606   10,925 -2,319
7,298   4,549 2,749
700,000   700,000  
4,090   6,895 -2,805
684   601 83
5,568   5,643 -75
6,359   11,931 -5,572
6,857   10,651 -3,794
7,370   9,779 -2,409
10,709   4,519 6,190
6,900   5,340 1,560
1,244   2,102 -858
4,479   3,662 817
7,592   1,140 6,452
12,635   14,119 -1,484
7,546   1,645 5,901
7,049   6,209 840
6,167   857 5,310
2,125   2,895 -770
3,188   4,504 -1,316
5,567   5,846 -279
4,380   619 3,761
4,354   3,587 767
7,730   6,347 1,383
140,813   82,245 58,568
163,593   12,008 151,585
20,577   7,516 13,061
75,736   34,260 41,476
61,848   17,134 44,714
86,431   48,321 38,110
131,396   25,963 105,433
31,843   8,956 22,887
117,546   22,134 95,412
23,647   7,863 15,784
145,021   36,843 108,178
7,633   5,252 2,381
12,165   14,929 -2,764
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
      20,903
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       1,692
b       1,139
c       1,009
d       -767
e       6,661
      -281
      -7,383
      -2,358
      1,897
      -1,402
      10,029
      -319
      -355
      -529
      19,430
      -4,577
      -538
      -7,926
      -1,918
      -1,549
      -2,145
      -2,940
      726,994
      -2,319
      2,749
       
      -2,805
      83
      -75
      -5,572
      -3,794
      -2,409
      6,190
      1,560
      -858
      817
      6,452
      -1,484
      5,901
      840
      5,310
      -770
      -1,316
      -279
      3,761
      767
      1,383
      58,568
      151,585
      13,061
      41,476
      44,714
      38,110
      105,433
      22,887
      95,412
      15,784
      108,178
      2,381
      -2,764
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,463,724
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 28,203
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 28,203
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 28,203
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 24,168
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,168
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,965
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,965 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)
    bulletSD
    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 addressbulletwww.blythebrendenmannfdn.org
    14
    The books are in care ofbulletDORSEY & WHITNEY TRUST CO LLC Telephone no.bullet (605) 336-6832

    Located atbullet401 EAST EIGHTH STREET SUITE 319SIOUX FALLSSD ZIP+4bullet57103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    Dorsey Whitney Trust Company LLC TRUSTEE
    5
    109,757    
    401 E 8TH ST STE 319
    SIOUX FALLS,SD57103
    Blythe Brenden TRUSTEE
    5
    0    
    80 South Eighth St Suite 900
    Minneapolis,MN55402
    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
    MORGAN STANLEY INVESTMENT MANAGEMEN 64,439
    1585 BROADWAY
    NEW YORK,NY10019
    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
    23,627,811
    b
    Average of monthly cash balances.......................
    1b
    2,073,893
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,701,704
    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
    25,701,704
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    385,526
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,316,178
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,265,809
    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
    1,265,809
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,203
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,203
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,237,606
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,237,606
    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
    1,237,606
    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
    1,425,091
    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
    1,425,091
    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
    1,425,091
    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 1,237,606
    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...... 27,488
    b From 2016...... 107,165
    c From 2017...... 61,208
    d From 2018...... 121,952
    e From 2019...... 259,465
    fTotal of lines 3a through e........ 577,278
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,425,091
    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..... 1,237,606
    e Remaining amount distributed out of corpus 187,485
    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 5 764,763
    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) ...
    27,488
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    737,275
    10 Analysis of line 9:
    a Excess from 2016.... 107,165
    b Excess from 2017.... 61,208
    c Excess from 2018.... 121,952
    d Excess from 2019.... 259,465
    e Excess from 2020.... 187,485
    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
    AMERICAN COMMITTEE FOR THE WEIZMANN
    INSTITUTE OF SCIENCE INC
    633 THIRD AVENUE 20TH FL
    NEW YORK,NY10017
    N/A PC VARIOUS FUNDS 350,000
    ANIMAL HUMANE SOCIETY
    845 MEADOW LANE NORTH
    MINNEAPOLIS,MN55422
    N/A PC GENERAL OPERATING 2,500
    MINNEAPOLIS SOCIETY OF FINE ARTS
    2400 3RD AVE S
    MINNEAPOLIS,MN55404
    N/A PC GENERAL OPERATING 10,000
    GUTHRIE THEATRE FOUNDATION
    818 SOUTH 2ND STREET
    MINNEAPOLIS,MN55415
    N/A PC GENERAL OPERATING 10,000
    WOMEN'S FOUNDATION OF MINNESOTA
    105 FIFTH AVENUE SOUTH SUITE 300
    Minneapolis,MN55401
    N/A PC GENERAL OPERATING 20,000
    CHILDRENS CANCER RESEARCH FUND
    7301 OHMS LANE SUITE 355
    MINNEAPOLIS,MN55439
    N/A PC BONE MARROW TRANSPLANT 120,000
    GREATER TWIN CITIES UNITED WAY
    404 S EIGHTH STREET
    MINNEAPOLIS,MN55404
    N/A PC GENERAL OPERATING 10,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK ST SE STE 500
    MINNEAPOLIS,MN55455
    N/A PC VARIOUS FUNDS AND 564,375
    MISSION ANIMAL HOSPITAL
    10100 VIKING DRIVE SUITE 150
    EDEN PRAIRIE,MN55344
    N/A PC GENERAL OPERATING 2,500
    VITAL VOICES GLOBAL PARTNERSHIP INC
    1625 MASSACHUSETTS AVE NW STE 300
    WASHINGTON,DC20036
    N/A PC GENERAL OPERATING 250,000
    RHONDA FLEMING FOUNDATION
    1723 CLOVERFIELD BLVD
    SANTA MONICA,CA90404
    N/A PF GENERAL OPERATING 12,500
    Total .................................bullet 3a 1,351,875
    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....     14 927,772  
    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.....       0  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,463,724  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT I
    900099   14 -113,024  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,278,472  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,278,472
    (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
    BLYTHE BRENDEN-MANN FOUNDATION
     
    Employer identification number

    41-6546887
    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
    BLYTHE BRENDEN-MANN FOUNDATION
     
    Employer identification number
    41-6546887
    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
    US Life Fund fbo Blythe A Brenden
    401 East 8th St Ste 319
     
    Sioux Falls, SD57103

    $ 303,243


    (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
    BLYTHE BRENDEN-MANN FOUNDATION
     
    Employer identification number

    41-6546887
    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
    See Attached Statement $ 1,010,435 2020-12-08
    (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
    BLYTHE BRENDEN-MANN FOUNDATION
     
    Employer identification number

    41-6546887
    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


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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    RHONDA FLEMING FOUNDATION
     
    1723 CLOVERFIELD BLVD
    SANTA MONICA,CA90404
    2020-01-23 12,500 TO SUPPORT THE CHARITABLE GRANT-MAKING ACTIVITIES OF THE FOUNDATION. 12,500 TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED. 01/19/2021 2021-01-19 GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF THE REPORT AND DID NOT MAKE AN INDEPENDENT VERIFICATION.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Name of Bond End of Year Book Value End of Year Fair Market Value
    METROPOLITAN WEST TOTAL RETURN 645,122 755,540
    WESTERN ASSET CORE PLUS BD-I 495,355 685,473
    HSBC USA INC PFD    
    MS TRIGGER JUMP EUROSTOXX50    
    GS TRIGGER JUMP EURO STOXX 50    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 16,061 113,052
    COMCAST CORP 4,815 13,624
    DANAHER CORP 21,985 48,204
    JP MORGAN CHASE & CO 16,311 41,933
    MASTERCARD INC 12,045 90,306
    NIPPON TELEGRAPH & TELEPHONE C 21,257 25,392
    RYANAIR HOLDINGS PLC 6,406 19,796
    TAIWAN SEMICONDUCTOR MANUFACTU 14,159 78,400
    TENCENT HOLDINGS LTD 22,969 87,490
    TARGET CORP 5,050 15,535
    VMWARE INC    
    MCDONALDS CORP 25,780 31,329
    CIGNA CORP 18,849 21,026
    AMERIPRISE FINANCIAL INC 22,929 36,728
    DIAGEO PLC 37,189 41,926
    NETEASE INC SPONS ADR 14,155 27,773
    MICROSOFT CORP 55,253 92,304
    NORTHERN TR CORP    
    STARBUCKS CORP    
    ALIBABA GROUP HOLDING LTD 53,213 79,594
    BANCO SANTANDER SA SPONS ADR    
    COPA HOLDINGS SA    
    LVMH MOET HENNESSY LOUIS VUITT 33,033 67,354
    AMERICAN ELEC PWR INC    
    CHARLES SCHWAB CORP    
    CONOCOPHILLIPS    
    FORTUNE BRANDS HOME & SECURITY 13,105 21,687
    ESTEE LAUDER COS INC/THE 20,115 40,993
    LENNAR CORP 16,743 25,994
    LULULEMON ATHLETICA INC 30,852 52,205
    NEXTERA ENERGY INC 26,452 42,587
    SVB FINANCIAL GROUP 27,081 42,661
    VEEVA SYSTEMS INC 9,441 18,241
    AIRBUS SE UNSPONS ADR    
    CRH PLC SPONS ADR 22,561 25,931
    EXPERIAN GROUP LTD SPONS ADR    
    FERRARI NV 40,541 62,429
    HDFC BANK LTD 45,009 56,652
    ISHARES RUSSELL 2000 ETF 191,223 274,484
    VANGUARD 500 INDEX FUND 3,329,270 9,652,939
    VANGUARD S&P MID-CAP 400 ETF 197,315 269,102
    VANGUARD S&P SMALL-CAP 600 ETF 189,828 252,494
    WISDOMTREE US MIDCAP DIVIDEND 143,439 142,721
    WISDOMTREE US SMALLCAP DIVIDEN 144,575 133,000
    MGM RESORTS INTERNATIONAL 15,180 23,317
    PLANET FITNESS INC 4,758 4,968
    CHEVRON CORP 8,808 9,036
    FIRST REPLUBLIC BANK/CA 36,587 45,695
    EURONET WORLDWIDE INC 3,883 5,652
    UNITED RENTALS INC 12,201 17,857
    ADOBE INC 15,150 19,505
    ESSEX PROPERTY TRUST INC 14,929 12,346
    STORE CAPITAL CORP 39,403 42,577
    EXPERIAN PLC 20,790 24,522
    FRANCO-NEVADA CORP 26,809 23,437
    LONDON STOCK EXCHANGE GROUP PL 32,785 39,294
    SEA LTD 11,753 19,109
    GS FINANCE CORP ZERO COUPON 31 770,000 860,090
    HARDING LOEVNER INTERNATIONAL 526,683 909,376
    MATTHEWS ASIA DIVIDEND FUND 775,307 1,246,220
    THORNBURG INTERNATIONAL GROWTH 732,556 1,154,699

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD 500 INDEX FUND-ADM      
    HARDING LOEVNER INTL EQUITY PO      
    MATTHEWS ASIA DIVIDEND-INST      
    THORNBURG INT GROWTH-I      
    RIVERVIEW STRATEGIC OPP FD I L AT COST   255,754
    MS BLACKSTONE REAL ESTATE DEBT AT COST 97,260 49,653
    MORGAN STANLEY PRIVATE MKTS FD AT COST 73,857 263,816
    MORGAN STANLEY PRIVATE MKTS FD AT COST 1,101 77,823
    GRAYSTONE VENTURE FUND LP AT COST 201,487 3,117
    PORTAGE FOUNDERS LP AT COST 114,281 7,377
    ISHARES RUSSELL 2000 ETF      
    VANGUARD S&P MID CAP 400 ETF      
    VANGUARD S&P SMALL-CAP 600 ETF      
    WISDOMTREE US MIDCAP DIVIDEND      
    WISDOMTREE US SMALLCAP DIVIDEN      
    RENAISSANCE INSTITUTIONAL EQS AT COST 1,369,030 1,279,351
    BLACKSTONE REAL ESTATE INCOME AT COST 800,000 826,724
    PIMCO BRAVO FD III SPEC ONSHOR AT COST 1,002,681 1,333,865
    RIVERVIEW STRATEGIC OPP FUND I AT COST 584,881 664,539
    BROOKFIELD FAIRFIELD US MVAF I AT COST 596,567 790,037
    PANTHEON PRIV INFRA III (OFFSH AT COST 601,117 511,688
    DIVERSIFIED CR OPP FD II (CAYM AT COST 194,845 187,191
    CONSUMER STAPLES SPDR      
    FINANCIAL SELECT SECTOR SPDR      
    ISHARES EUROPE ETF      
    ISHARES MSCI JAPAN ETF      
    ISHARES US ENERGY ETF      
    ISHARES US INDUSTRIALS ETF      
    VANGUARD FTSE EUROPE ETF      
    BLACKSTONE GSO SECURED LENDING AT COST 1,083,006 844,018
    ESSEX PROPERTY TRUST INC REIT      
    EXTRA SPACE STORAGE INC REIT      
    STORE CAPITAL CORP REIT      
    WELLTOWER INC REIT      

    TY 2020 LegalFeesSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 225     225


    TY 2020 OtherAssetsSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MANN RES PROP 1/4 INT $2M 5% 4 125,974 169,724 169,724


    TY 2020 OtherDecreasesSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Description Amount
    BOOK/TAX TIMING DIFFERENCES 636,804
    NON-DEDUCTIBLE PORTION OF CONTRIBUTIONS 625


    TY 2020 OtherExpensesSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM PARTNERSHIP/S-CORP 45,107 45,107   0
    BRANDING, DESIGN, AND STRATEGY 4,770 0   4,770
    MISCELLANEOUS 2,367 0   2,367


    TY 2020 OtherIncomeSchedule2
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BARCLAYS BANK PLC 14 APR 2022 29,750 29,750  
    PIMCO BRAVO FD III SPEC ONSHORE FDR 48,219 48,219  
    RENAISSANCE INSTITUTIONAL EQS FD LLC -211,946 -211,946  
    BROOKFIELD FAIRFIELD US MVAF III PF 18,170 18,170  
    PORTAGE FOUNDERS LP -60 -60  
    MS BLACKSTONE REAL ESTATE DEBT ST II 2,843 2,843  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 95,233 95,233    
    INVESTMENT EXPENSES 265 265    


    TY 2020 TaxesSchedule
    Name:
    BLYTHE BRENDEN-MANN FOUNDATION
    EIN:
    41-6546887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,523 2,523   0
    FEDERAL ESTIMATES 18,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,246 3,246   0
    FOREIGN TAXES ON NONQUALIFIED 468 468   0