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
SAWYER & JEAN MARGLOUS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3197 ALBER SPRING COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE OSWEGO, OR97034
A Employer identification number

43-6771713
B Telephone number (see instructions)

(314) 434-9472
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$1,325,840
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 43,129 43,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,230
b Gross sales price for all assets on line 6a 192,260
7 Capital gain net income (from Part IV, line 2)... 11,230
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)....... 3,137 3,137  
12 Total. Add lines 1 through 11........ 57,496 57,496  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,800 3,800   0
c Other professional fees (attach schedule).... 7,140 7,140   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,080 1,080   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,306 5,306   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,326 17,326   0
25 Contributions, gifts, grants paid....... 90,955 90,955
26 Total expenses and disbursements. Add lines 24 and 25 108,281 17,326   90,955
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,785
b Net investment income (if negative, enter -0-) 40,170
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......... 92,225 53,006 53,006
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)      
b Investments—corporate stock (attach schedule)....... 1,282,937 Click to see attachment1,271,372 1,271,372
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,463 Click to see attachment1,462 Click to see attachment1,462
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,376,625 1,325,840 1,325,840
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,376,625 1,325,840
29 Total net assets or fund balances (see instructions)..... 1,376,625 1,325,840
30 Total liabilities and net assets/fund balances (see instructions). 1,376,625 1,325,840
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,376,625
2
Enter amount from Part I, line 27a .....................
2
-50,785
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,325,840
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
1,325,840
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 NATIONAL FINANCIAL SERVICES FORM 2439     2020-12-31
b AXALTA COATING SYSTEMS LTD   2020-04-16 2020-09-18
c BROOKFIELD ASSET MGMNT A   2019-10-02 2020-04-07
d NATIONAL VISION HOLDINGS INC   2019-11-18 2020-11-24
e ONTO INNOVATION INC   2020-03-13 2020-11-24
AAON INC   2017-01-27 2020-11-24
ALTAIR ENGINEERING INC   2019-05-10 2020-11-24
CARDIOVASCULAR SYSTEMS INC   2019-03-29 2020-11-24
HOWMET AEROSPACE INC   2020-04-16 2020-05-22
SENSATA TECHNOLOGIES HOLDING PLC EUR   2020-08-17 2020-11-24
BEACON ROOFING SUPPLY INC   2017-01-27 2020-11-24
CERNER CORP   2018-12-28 2020-11-19
GLOBUS MEDICAL INC NEW   2017-01-27 2020-11-24
MSC INDUSTRIAL DIRECT CO INC CLASS A   2020-03-09 2020-11-24
NIKE INC CLASS B   2017-01-25 2020-11-24
CALAVO GROWERS INC   2017-01-27 2020-11-24
INTER PARFUMS INC   2020-11-13 2020-11-24
WEC ENERGY GROUP INC   2017-01-25 2020-11-24
GRAPHIC PACKAGING HOLDING INC   2017-01-27 2020-11-24
CORPORATE OFFICE PPTYS   2017-01-27 2020-11-24
GENTHERM INC   2017-01-27 2020-11-24
CONMED CORPORATION   2019-02-11 2020-11-24
MEDPACE HOLDINGS INC   2020-03-20 2020-11-24
FNF GROUP   2019-03-25 2020-11-19
LUMENTUM HOLDINGS INC   2020-09-21 2020-11-19
INNOSPEC INC   2018-08-08 2020-11-24
UMB FINANCIAL CORP   2018-08-17 2020-11-24
BRYN MAWR BANK CORP   2017-05-17 2020-11-24
DENTSPLY SIRONA INC   2020-04-28 2020-11-24
LANDSTAR SYSTEMS INC   2017-01-27 2020-11-24
CAMDEN PROPERTY TRUST   2020-03-27 2020-11-19
PROCTER & GAMBLE CO   2017-01-25 2020-11-19
CAMDEN NATL CORP   2017-01-27 2020-11-24
ALTRA INDL MOTION CORP   2018-12-04 2020-11-24
ALLISON TRANSMISSION HOLDINGS IN   2020-02-25 2020-11-19
BAKER HUGHES A GE CO   2020-10-13 2020-11-24
ALBANY INTERNATIONAL CORP NEW CLASS A   2019-10-18 2020-11-24
APPLE INC   2018-11-29 2020-11-24
HOULIHAN LOKEY INC CL A   2019-03-29 2020-11-24
RBC BEARINGS INC   2017-01-27 2020-11-24
PACWEST BANCORP DEL   2020-06-09 2020-11-24
CARLISLE COMPANIES INC   2018-04-06 2020-11-19
LOEWS CORPORATION   2018-02-15 2020-11-19
PRIMORIS SERVICES CORP   2017-01-27 2020-11-24
ARCONIC CORP PRODUCTS CORP   2019-01-22 2020-04-08
CITRIX SYSTEMS INC   2019-10-21 2020-11-19
JOHN WILEY & SONS INC   2017-05-09 2020-11-24
PRESTIGE CONSUMER HEALTHCARE INC   2017-01-27 2020-11-24
EVERSOURCE ENERGY   2017-01-25 2020-11-24
FIRST MERCHANTS CORP   2020-06-03 2020-11-24
ABBOT LABORATORIES   2017-01-25 2020-11-19
RAYTHEON TECHNOLOGIES   2017-01-25 2020-11-24
UNILEVER N V   2017-01-27 2020-11-19
MCDONALDS CORP   2017-01-25 2020-11-19
COLUMBIA BANKING SYSTEM INC   2017-01-27 2020-11-24
ILLINOIS TOOL WORKS INC   2017-01-25 2020-11-24
TARGET CORP   2017-01-25 2020-11-19
EATON VANCE CORP NON VTG   2017-01-25 2020-11-24
TOYOTA MTR CORP ADR   2019-09-09 2020-03-31
WALMART INC   2017-01-25 2020-11-19
FIFTH THIRD BANCORP   2017-01-27 2020-11-24
ICU MED INC   2017-01-27 2020-11-24
COLGATE-PALMOLIVE CO   2017-01-25 2020-11-19
BRITVIC PLC SPONSORED ADR   2020-03-19 2020-11-19
LKQ CORPORATION   2018-10-17 2020-11-24
AIR PRODUCTS & CHEMICALS INC   2017-01-25 2020-11-19
V F CORPORATION   2017-01-25 2020-11-24
ANALOG DEVICES INC   2017-01-25 2020-11-19
SPS COMMERCE INC   2019-05-10 2020-04-15
ORKLA ASA   2017-01-27 2020-12-16
AT&T INC   2017-01-25 2020-11-24
INTERPUBLIC GRP CO INC   2017-01-27 2020-11-24
BOK FINL CORP NEW   2017-01-27 2020-11-24
PHILLIPS 66   2017-01-25 2020-11-24
BECTON DICKINSON & CO   2017-01-25 2020-11-19
ARGO GROUP INTL   2017-01-27 2020-11-24
ALLIANZ SE ADR   2017-01-27 2020-11-24
NIPPON TELEGRAPH & TELEPHONE CORP   2017-01-27 2020-10-07
FACTSET RESEARCH SYSTEMS INC   2017-01-25 2020-11-19
3M CO   2017-01-25 2020-11-24
NEXTERA ENERGY INC   2017-01-25 2020-11-24
EMERSON ELECTRIC CO   2017-01-25 2020-11-24
ZIMMER BIOMET HOLDINGS INC   2020-03-16 2020-11-19
PAYCHEX INC   2017-01-25 2020-11-24
MUENCHENER   2017-01-27 2020-11-19
CISCO SYSTEMS INC   2017-08-31 2020-11-24
PERSIMMON PLC-UNSPON ADR   2020-10-01 2020-11-19
CANTALENT INC   2020-03-06 2020-11-18
L3HARRIS TECHNOLOGIES   2017-01-25 2020-11-24
AUTOMATIC DATA PROCESSING   2017-01-25 2020-11-24
SPS COMMERCE INC   2019-05-10 2020-11-24
PEPSICO INCORPORATED   2017-01-25 2020-11-24
VISTRA ENERGY CORP   2017-08-16 2020-11-24
HUNTINGTON INGALLS INDUSTRIES INC   2020-03-03 2020-11-19
LOWES COMPANIES INC   2017-01-25 2020-11-19
MEDTRONIC PLC   2017-01-25 2020-11-24
JOHNSON & JOHNSON   2017-01-25 2020-11-24
CANTEL MEDICAL CORP   2019-06-19 2020-03-20
SIGNATURE BANK NEW YORK   2018-10-01 2020-11-24
COHEN & STEERS INC   2018-04-05 2020-11-24
NORFOLK SOUTHERN CORP   2017-01-25 2020-11-24
ASTRAZENECA PLC SPON ADR   2017-01-27 2020-01-08
ENEL SOCIETA PER AZIONI ADR   2020-05-19 2020-11-19
WELBILT INC   2019-03-29 2020-03-20
UGI CORP NEW   2017-12-20 2020-11-19
ARAMARK   2020-03-03 2020-12-17
CITIZENS FINANCIAL GRP INC   2017-01-27 2020-11-24
PDC ENERGY INC   2020-01-17 2020-08-28
GREAT WESTERN BANCORP INC   2017-01-27 2020-11-24
LHC GROUP LLC   2020-02-27 2020-10-26
CHUBB LTD   2017-01-25 2020-11-24
AFLAC INC   2017-01-25 2020-11-24
VALE S A ADR   2020-07-20 2020-11-24
ACCENTURE PLC IRELAND   2017-10-30 2020-11-19
CORE LABORATORIES INC   2019-10-17 2020-08-28
BCE INC   2017-01-27 2020-11-19
US BANCORP NEW   2017-01-30 2020-11-24
SIEMENS A G -ADR   2017-01-27 2020-11-11
MICROSOFT CORP   2017-01-25 2020-11-24
MICHELIN   2017-01-27 2020-11-24
LINDE PLC   2017-01-25 2020-11-24
ABB LTD-SPONS ADR   2017-01-27 2020-10-09
CHEVRON CORPORATION   2017-01-25 2020-11-24
GENL DYNAMICS CORP   2017-01-25 2020-11-24
FIRSTSERVICE CORP NEW   2018-12-13 2020-12-07
MANULIFE FINL CORP   2017-01-27 2020-11-19
DELAWARE GROUP GLOBAL & INTL FDS EMERGING MKTS   2019-12-20 2020-08-10
BLACKROCK INC   2017-01-25 2020-11-19
BADGER METER INC   2019-04-17 2020-12-30
ENCOMPASS HEALTH CORP   2017-01-27 2020-11-19
SONIC HEALTHCARE LTD ADR   2017-01-27 2020-10-09
JPMORGAN CHASE & CO   2017-10-25 2020-11-24
NN GRP NV UNSPON ADR   2017-07-31 2020-04-23
ARCONIC INC   2018-03-15 2020-02-19
COMCAST CORP NEW CL A   2019-12-13 2020-11-24
INGEVITY CORP   2017-06-20 2020-11-30
LLOYDS BANKING GROUP PLC ADR   2019-12-23 2020-04-08
SOFTBANK CORP   2020-04-01 2020-10-07
UNITED OVERSEAS BK LTD   2017-01-27 2020-11-19
ZURICH INSURANCE GROUP   2017-01-27 2020-11-19
NESTLE S A REG ADR   2017-01-27 2020-05-22
TERRENO REALTY CORP   2017-01-27 2020-11-24
BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL   2017-03-10 2020-02-19
UNIVERSAL HEALTH SVCS   2017-01-27 2020-11-09
AMERICAN FINL GROUP INC OHIO   2020-03-26 2020-12-02
HUDSON LTD CL A   2019-12-11 2020-08-31
ASE TECHNOLOGY ADR HOLDING CO LTD SPON   2017-02-23 2020-01-13
NORTHERN TRUST CORP   2017-01-27 2020-12-02
HEALTHCARE SVCS GROUP INC   2019-07-25 2020-04-20
TOTAL SE   2017-01-27 2020-11-24
WD-40 COMPANY COMMON   2017-01-27 2020-12-21
APTARGROUP INC   2018-02-09 2020-09-29
CABOT MICROELECTRONICS CORPORATION   2019-11-22 2020-09-01
CHAMPIONX CORP   2018-09-28 2020-11-24
MADDEN STEVEN LTD   2018-06-29 2020-12-18
QUALYS INC   2017-01-27 2020-11-24
EXLSERVICE HOLDINGS INC   2017-04-07 2020-03-06
ROCHE HOLDINGS LTD ADR   2017-01-27 2020-11-19
SINGAPORE TELECOMMUNICATIONS-ADR   2017-01-27 2020-03-17
IBERDROLA SA-SPONSORED ADR   2019-02-01 2020-11-19
MANHATTAN ASSOCIATES INC   2020-03-06 2020-07-20
SKYWORKS SOLUTIONS INC   2020-03-23 2020-11-19
NOVARTIS AG   2016-04-20 2020-11-19
INVESCO LTD   2019-12-13 2020-03-27
DOLBY LABORATORIES INC   2017-05-31 2020-08-31
LAS VEGAS SANDS CORP   2020-03-17 2020-11-11
GLAXOSMITHKLINE PLC-ADR   2017-01-27 2020-12-16
CARRIER GLOBAL CORP   2017-01-25 2020-04-08
UBS GROUP AG   2017-01-27 2020-11-24
SNAP-ON INC   2017-08-18 2020-12-07
HUDSON LTD CL A   2019-05-10 2020-08-31
DELPHI TECHNOLOGIES PLC   2019-08-28 2020-04-29
HOWMET AEROSPACE INC   2019-01-22 2020-05-22
BLACKBAUD INC   2020-02-18 2020-12-31
DIAGEO PLC SPONSORED ADR NEW   2017-01-27 2020-08-10
IRIDIUM COMMUNICATIONS   2019-10-02 2020-12-09
CITRIX SYSTEMS INC   2019-10-21 2020-04-16
CLOROX COMPANY   2017-01-25 2020-03-25
METROPOLITAN FUNDS   2017-01-27 2020-11-24
POOL CORP   2017-07-26 2020-03-09
WEYERHAEUSER CO   2018-08-09 2020-03-20
DISCOVERY INC A   2017-11-02 2020-12-08
HUDSON PACIFIC PPTYS INC   2017-01-27 2020-10-13
ENGIE SPON ADR   2017-08-15 2020-04-01
WHITE MOUNTAIN INS GROUP   2017-01-27 2020-01-13
MMC NORILSK NICKEL ADR   2018-01-11 2020-12-16
BLACKBAUD INC   2019-10-29 2020-12-28
RYMAN HOSPITALITY PPTYS   2017-01-27 2020-04-17
VENTAS INC   2018-09-27 2020-11-24
CATALENT INC   2018-04-02 2020-11-18
COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-02-08 2020-11-19
TELEFONICA BRASIL SA   2018-01-19 2020-07-23
NICE LTD ADR   2017-02-27 2020-11-05
OTIS WORLWIDE CORP   2017-01-25 2020-04-08
BAE SYSTEMS PLACE   2017-01-27 2020-11-19
PDC ENERGY INC   2018-06-28 2020-08-28
TEMPLETON INCOME TR   2017-01-27 2020-11-24
PROGRESSIVE CORP OHIO   2020-01-10 2020-09-15
IMPERIAL BRANDS PLC ADR   2017-01-27 2020-12-16
NATIONAL OILWELL VARCO INC   2020-08-11 2020-10-13
CREDIT SUISSE COMMODITY RETURN   2017-01-27 2020-11-24
CABOT MICROELECTRONICS CORPORATION   2019-03-29 2020-09-01
CORE LABORATORIES INC   2018-02-09 2020-08-28
MASCO CORP   2018-10-12 2020-05-18
SMITHS GROUP PLC   2017-01-27 2020-10-16
WATSCO INC   2017-02-24 2020-10-12
RYMAN HOSPITALITY PPTYS   2020-02-24 2020-04-17
MFS SER TR X   2017-01-27 2020-11-24
BOC HONG KONG HOLDINGS SPONS ADR   2018-07-25 2020-07-20
EBAY INC   2018-10-19 2020-07-09
ENGIE SPON ADR   2019-10-16 2020-04-08
TEXAS CAPITAL BANCSHARES INC   2019-02-26 2020-09-09
EXPEDIA INC   2020-04-16 2020-07-06
PRINCIPAL FDS INC   2017-01-27 2020-11-24
THOR INDUSTRIES   2018-12-19 2020-01-24
ARAMARK   2019-03-01 2020-12-17
SINGAPORE TELECOMMUNICATIONS-ADR   2020-04-08 2020-11-19
BNP PARIBAS ADR   2017-01-27 2020-11-19
CANTEL MEDICAL CORP   2019-02-04 2020-03-20
HEALTHCARE SVCS GROUP INC   2019-03-29 2020-04-20
WELBILT INC   2018-08-09 2020-03-20
LLOYDS BANKING GROUP PLC ADR   2018-02-07 2020-04-08
ROYAL DUTCH SHELL PLC   2017-02-09 2020-05-01
NORTHERN FUNDS GLOBAL REAL ESTATE   2017-01-27 2020-11-24
INGREDION INCORPORATED   2018-02-28 2020-11-24
AVISTA CORP   2020-03-24 2020-11-24
WELLS FARGO EMERGING MARKETS EQUITY FUND   2020-08-10 2020-11-24
HSBC HOLDINGS PLC-SPON ADR   2017-01-27 2020-04-20
HANESBRANDS INC   2019-10-31 2020-03-24
EXPEDIA INC   2019-05-16 2020-06-08
JONES LANG LASALLE INC   2019-08-27 2020-05-11
PIONEER NAT RES CO   2019-08-07 2020-11-03
CHINA PETROLEUM & CHEM CORP   2018-03-07 2020-03-17
AXALTA COATING SYSTEMS LTD   2018-09-12 2020-09-18
NATIONAL OILWELL VARCO INC   2019-08-22 2020-10-13
8ALTABA INC   2013-05-07 2020-11-02
POLARIS INC   2017-01-25 2020-04-09
SOUTH ST CORP   2017-12-27 2020-05-18
LOOMIS SAYLES INVT TR   2017-01-27 2020-11-24
INVESCO LTD   2018-06-22 2020-03-27
EXXON MOBIL CORP   2017-01-25 2020-08-07
SYSCO CORPORATION   2017-01-25 2020-06-08
DELAWARE GROUP GLOBAL & INTL FDS EMERGING MKTS   2018-12-24 2020-08-10
CAPITAL GAINS 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 76     76
b 24   15 9
c 16   17 -1
d 45   27 18
e 45   27 18
67   35 32
51   36 15
35   38 -3
49   42 7
51   42 9
38   45 -7
72   52 20
119   52 67
88   54 34
135   54 81
74   55 19
57   55 2
96   58 38
79   63 16
55   64 -9
115   70 45
106   71 35
125   73 52
71   73 -2
80   74 6
88   76 12
72   76 -4
65   83 -18
103   83 20
132   84 48
97   85 12
139   87 52
75   87 -12
173   88 85
80   88 -8
141   90 51
72   90 -18
233   90 143
127   92 35
178   93 85
105   93 12
146   98 48
85   99 -14
103   100 3
116   100 16
120   103 17
71   105 -34
73   105 -32
176   109 67
141   116 25
332   121 211
144   122 22
176   122 54
214   122 92
105   123 -18
212   127 85
344   130 214
200   131 69
122   133 -11
303   135 168
131   135 -4
186   136 50
170   137 33
221   139 82
185   144 41
272   148 124
261   149 112
269   150 119
145   154 -9
166   157 9
117   165 -48
136   167 -31
145   167 -22
128   170 -42
233   171 62
128   173 -45
237   173 64
172   174 -2
318   174 144
176   178 -2
449   178 271
236   180 56
264   181 83
279   184 95
279   189 90
253   193 60
232   196 36
415   199 216
391   203 188
348   205 143
374   206 168
287   210 77
210   212 -2
162   213 -51
451   220 231
336   223 113
290   225 65
74   231 -157
221   232 -11
441   235 206
483   241 242
449   243 206
357   244 113
64   245 -181
180   246 -66
260   248 12
234   260 -26
172   261 -89
111   264 -153
432   264 168
306   266 40
355   281 74
341   286 55
484   286 198
151   296 -145
302   313 -11
265   316 -51
374   318 56
1,063   319 744
341   326 15
508   327 181
377   334 43
266   351 -85
305   352 -47
651   359 292
312   365 -53
393   370 23
671   387 284
646   393 253
723   397 326
618   401 217
474   404 70
253   405 -152
680   408 272
504   434 70
540   438 102
206   439 -233
399   446 -47
517   472 45
654   493 161
740   514 226
1,043   522 521
1,397   557 840
637   563 74
714   564 150
324   571 -247
629   579 50
642   586 56
482   595 -113
521   605 -84
1,393   628 765
902   632 270
774   633 141
211   635 -424
810   636 174
1,912   643 1,269
1,077   651 426
900   653 247
416   654 -238
1,035   658 377
947   659 288
1,221   663 558
937   672 265
345   675 -330
979   682 297
863   685 178
667   697 -30
481   700 -219
626   733 -107
827   741 86
369   779 -410
453   779 -326
612   780 -168
681   790 -109
976   791 185
1,268   821 447
1,006   827 179
1,161   847 314
875   858 17
1,751   862 889
866   873 -7
863   874 -11
542   875 -333
572   889 -317
1,106   892 214
1,551   896 655
623   900 -277
416   913 -497
731   925 -194
2,412   948 1,464
1,169   956 213
600   972 -372
2,774   975 1,799
735   979 -244
846   985 -139
257   1,001 -744
859   1,010 -151
1,072   1,036 36
452   1,044 -592
546   1,049 -503
928   1,078 -150
1,442   1,091 351
238   1,119 -881
1,458   1,189 269
1,049   1,190 -141
1,891   1,203 688
417   1,206 -789
1,261   1,218 43
816   1,271 -455
1,671   1,282 389
800   1,291 -491
744   1,294 -550
1,537   1,325 212
1,324   1,362 -38
1,962   1,408 554
1,462   1,479 -17
1,433   1,482 -49
777   1,517 -740
466   1,592 -1,126
885   1,597 -712
327   1,608 -1,281
633   1,610 -977
838   1,617 -779
1,736   1,656 80
1,033   1,707 -674
1,863   1,728 135
2,056   1,822 234
1,487   1,847 -360
1,231   1,998 -767
1,339   2,002 -663
1,536   2,009 -473
1,410   2,066 -656
1,169   2,108 -939
1,773   2,188 -415
737   2,242 -1,505
708   2,275 -1,567
1,469   2,305 -836
1,330   2,373 -1,043
2,633   2,682 -49
978   3,005 -2,027
1,604   3,166 -1,562
4,540   3,784 756
48,976   35,374 13,602
2,656     2,656
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       76
b       9
c       -1
d       18
e       18
      32
      15
      -3
      7
      9
      -7
      20
      67
      34
      81
      19
      2
      38
      16
      -9
      45
      35
      52
      -2
      6
      12
      -4
      -18
      20
      48
      12
      52
      -12
      85
      -8
      51
      -18
      143
      35
      85
      12
      48
      -14
      3
      16
      17
      -34
      -32
      67
      25
      211
      22
      54
      92
      -18
      85
      214
      69
      -11
      168
      -4
      50
      33
      82
      41
      124
      112
      119
      -9
      9
      -48
      -31
      -22
      -42
      62
      -45
      64
      -2
      144
      -2
      271
      56
      83
      95
      90
      60
      36
      216
      188
      143
      168
      77
      -2
      -51
      231
      113
      65
      -157
      -11
      206
      242
      206
      113
      -181
      -66
      12
      -26
      -89
      -153
      168
      40
      74
      55
      198
      -145
      -11
      -51
      56
      744
      15
      181
      43
      -85
      -47
      292
      -53
      23
      284
      253
      326
      217
      70
      -152
      272
      70
      102
      -233
      -47
      45
      161
      226
      521
      840
      74
      150
      -247
      50
      56
      -113
      -84
      765
      270
      141
      -424
      174
      1,269
      426
      247
      -238
      377
      288
      558
      265
      -330
      297
      178
      -30
      -219
      -107
      86
      -410
      -326
      -168
      -109
      185
      447
      179
      314
      17
      889
      -7
      -11
      -333
      -317
      214
      655
      -277
      -497
      -194
      1,464
      213
      -372
      1,799
      -244
      -139
      -744
      -151
      36
      -592
      -503
      -150
      351
      -881
      269
      -141
      688
      -789
      43
      -455
      389
      -491
      -550
      212
      -38
      554
      -17
      -49
      -740
      -1,126
      -712
      -1,281
      -977
      -779
      80
      -674
      135
      234
      -360
      -767
      -663
      -473
      -656
      -939
      -415
      -1,505
      -1,567
      -836
      -1,043
      -49
      -2,027
      -1,562
      756
      13,602
      2,656
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 11,230
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................................ 1 558
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........................... 3 558
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- ..... 5 558
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
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 10 432
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet432 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 addressbulletNONE
    14
    The books are in care ofbulletJEAN MARGLOUS Telephone no.bullet (314) 434-9472

    Located atbullet12800 SHEFFIELD ESTATE COURTST LOUISMO ZIP+4bullet63141
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEAN MARGLOUS TRUSTEE
    1.00
    0 0 0
    12800 SHEFFIELD ESTATE COURT
    ST LOUIS,MO63141
    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
    1,584,208
    b
    Average of monthly cash balances.......................
    1b
    85,187
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,669,395
    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
    1,669,395
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,041
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,644,354
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    82,218
    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
    82,218
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    558
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    558
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,660
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    81,660
    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
    81,660
    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
    90,955
    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
    90,955
    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
    90,955
    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 81,660
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 87,100
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 90,955
    a Applied to 2019, but not more than line 2a 87,100
    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..... 3,855
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    77,805
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    JEAN MARGLOUS
    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 HEART ASSOCIATION
    460 N LINDBERGH BLVD
    ST LOUIS,MO63141
    NONE 501(C)(3) ANNUAL GIFT 300
    APPLESEED FOUNDATION
    1111 19TH STREET NW SUITE 200
    WASINGTON,DC20036
    NONE 501(C)(3) ANNUAL GIFT 10,000
    CONGREGATION BETH ISRAEL
    1972 NW FLANDERS ST
    PORTLAND,OR97209
    NONE 501(C)(3) ANNUAL GIFT 2,500
    CONGREGATION SHAARE EMETH
    11645 LADUE ROAD
    ST LOUIS,MO63141
    NONE 501(C)(3) ANNUAL GIFT 1,250
    FLANCE EARLY LEARNING CENTER
    1908 OFALLON STREET
    ST LOUIS,MO63106
    NONE 501(C)(3) ANNUAL GIFT 10,000
    FRIENDS OF WINGS
    1935 BELT WAY DR
    ST LOUIS,MO63114
    NONE 501(C)(3) ANNUAL GIFT 2,000
    GATEWAY ARCH PARK FOUNDATION
    1 MEMORIAL DR STE 700
    ST LOUIS,MO63102
    NONE 501(C)(3) ANNUAL GIFT 1,000
    HARVEY KORNBLUM JEWISH FOOD PANTRY
    10601 BAUR BLVD
    ST LOUIS,MO63132
    NONE 501(C)(3) ANNUAL GIFT 5,000
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
    NONE 501(C)(3) ANNUAL GIFT 5,000
    MAGIC HOUSE
    516 SOUTH KIRKWOOD ROAD
    ST LOUIS,MO63122
    NONE 501(C)(3) ANNUAL GIFT 250
    MULTNOMAH ATHLETIC FOUNDATION
    1849 SW SALMON ST
    PORTLAND,OR97205
    NONE 501(C)(3) ANNUAL GIFT 15,000
    NINE NETWORK OF PUBLIC MEDIA
    3655 OLIVE STREET
    ST LOUIS,MO63108
    NONE 501(C)(3) ANNUAL GIFT 1,500
    NORTHWEST CHILDREN'S THEATRE
    1819 NW EVERETT ST
    PORTLAND,OR97209
    NONE 501(C)(3) ANNUAL GIFT 500
    OASIS - STL
    50 GAY AVE
    ST LOUIS,MO63105
    NONE 501(C)(3) ANNUAL GIFT 500
    OREGON ADAPTIVE SPORTS
    63025 O B RILEY RD
    BEND,OR97701
    NONE 501(C)(3) ANNUAL GIFT 1,850
    OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUCATION
    724 NW DAVIS ST
    PORTLAND,OR97209
    NONE 501(C)(3) ANNUAL GIFT 1,500
    OREGON MUSEUM SCIENCE TECHNOLOGY (OMSI)
    1945 SE WATER AVE
    PORTLAND,OR97214
    NONE 501(C)(3) ANNUAL GIFT 500
    OREGON SYMPHONY
    909 SW WASHINGTON
    PORTLAND,OR97205
    NONE 501(C)(3) ANNUAL GIFT 2,500
    OREGON ZOO
    4001 SW CANYON RD
    PORTLAND,OR97221
    NONE 501(C)(3) ANNUAL GIFT 600
    OUR LADY OF THE LAKE
    650 A AVE
    LAKE OSWEGO,OR97034
    NONE 501(C)(3) ANNUAL GIFT 8,255
    OUR LADY OF THE LAKE CATHOLIC SCHOOL
    650 A AVE
    LAKE OSWEGO,OR97034
    NONE 501(C)(3) ANNUAL GIFT 200
    PORTLAND ART MUSEUM
    1219 SE PARK AVE
    PORTLAND,OR97205
    NONE 501(C)(3) ANNAUL GIFT 2,000
    PORTLAND CHILDREN'S MUSEUM
    4015 SW CANYON RD
    PORTLAND,OR97221
    NONE 501(C)(3) ANNUAL GIFT 1,000
    PORTLAND JAPANESE GARDEN
    611 SW KINGSTON AVE
    PORTLAND,OR97205
    NONE 501(C)(3) ANNUAL GIFT 1,500
    RANKEN JORDAN
    11365 DORSETT RD
    MARYLAND HEIGHTS,MO63043
    NONE 501(C)(3) ANNUAL GIFT 1,500
    RESURRECTION CATHOLIC SCHOOL FOUNDATION
    425 N 15TH ST
    KANSAS CITY,KS66102
    NONE 501(C)(3) ANNUAL GIFT 5,000
    SHRINERS HOSPITAL FOR CHILDREN
    4400 CLAYTON AVE
    ST LOUIS,MO63110
    NONE 501(C)(3) ANNUAL GIFT 1,000
    ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
    ONE CHILDRENS PLACE
    ST LOUIS,MO63110
    NONE 501(C)(3) ANNUAL GIFT 5,000
    ST LOUIS COUNTY LIBRARY
    1640 S LINDBERGH BLVD
    ST LOUIS,MO63131
    NONE 501(C)(3) ANNUAL GIFT 1,000
    ST LOUIS SCIENCE CENTER FOUNDATION
    5050 OAKLAND AVENUE
    ST LOUIS,MO63110
    NONE 501(C)(3) ANNUAL GIFT 250
    ST LOUIS SYMPHONY
    718 N GRAND BLVD
    ST LOUIS,MO63103
    NONE 501(C)(3) ANNUAL GIFT 1,500
    THE SALVATION ARMY
    1130 HAMPTON AVENUE
    ST LOUIS,MO63139
    NONE 501(C)(3) ANNUAL GIFT 1,000
    Total .................................bullet 3a 90,955
    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 ...........
             
    4 Dividends and interest from securities....     14 43,129  
    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 11,230  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNONDIVIDEND DISTRBITUIONS
        14 2,273  
    bOTHER INCOME     14 864  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 57,496 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    57,496
    (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:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,800 3,800   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BROKERAGE STATEMENTS 1,271,372 1,271,372

    TY 2020 OtherAssetsSchedule
    Name:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLES 1,463 1,462 1,462


    TY 2020 OtherExpensesSchedule
    Name:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 5,306 5,306   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONDIVIDEND DISTRBITUIONS 2,273 2,273 2,273
    OTHER INCOME 864 864 864


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE FEES 7,140 7,140   0


    TY 2020 TaxesSchedule
    Name:
    SAWYER & JEAN MARGLOUS FOUNDATION
    EIN:
    43-6771713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 623 623   0
    2019 FEDERAL INCOME TAX 457 457   0