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
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP
Number and street (or P.O. box number if mail is not delivered to street address)5915 FARRINGTON ROAD SUITE 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAPEL HILL, NC27517
A Employer identification number

20-1798512
B Telephone number (see instructions)

(919) 422-1550
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$3,640,993J 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) 297,580
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 56,769 56,769  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,605
b Gross sales price for all assets on line 6a 1,840,277
7 Capital gain net income (from Part IV, line 2)... 202,605
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)....... Click to see attachment -284 -284 0
12 Total. Add lines 1 through 11........ 556,670 259,090 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 563 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 3,520 3,520 0 0
c Other professional fees (attach schedule).... Click to see attachment 14,715 14,715 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 937 937 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 163 163 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,898 19,335 0 0
25 Contributions, gifts, grants paid....... 170,050 170,050
26 Total expenses and disbursements. Add lines 24 and 25 189,948 19,335 0 170,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 366,722
b Net investment income (if negative, enter -0-) 239,755
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......... 89,342 152,707 152,707
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)....... 2,821,206 Click to see attachment2,995,083 3,488,286
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,910,548 3,147,790 3,640,993
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 5,000  
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)......... 5,000 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 2,905,548 3,147,790
29 Total net assets or fund balances (see instructions)..... 2,905,548 3,147,790
30 Total liabilities and net assets/fund balances (see instructions). 2,910,548 3,147,790
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
2,905,548
2
Enter amount from Part I, line 27a .....................
2
366,722
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
3,277,270
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
129,480
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,147,790
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 ALLIANZGI STRUCTUR RTRN-INST   2020-01-31 2020-05-06
b ALLIANZGI STRUCTUR RTRN-INST   2020-03-09 2020-05-06
c ARTISAN MID CAP VALUE FD-INS   2020-01-31 2020-06-19
d DOUBLELINE TOTAL RET BD-I   2019-12-16 2020-05-06
e DOUBLELINE TOTAL RET BD-I   2020-01-31 2020-05-06
DOUBLELINE TOTAL RET BD-I   2020-06-19 2020-10-21
DOUBLELINE TOTAL RET BD-I   2020-07-27 2020-10-21
PRMTRC VOL RSK-DEFENSIV-INST   2020-01-31 2020-07-27
GUGGENHEIM-MACRO OPP FD-I   2019-12-16 2020-06-02
GUGGENHEIM-MACRO OPP FD-I   2020-01-31 2020-06-02
ISHARES COMEX GOLD TR   2020-01-02 2020-01-31
LAZARD FDS INC INTL EQUITY PORTFOLIO   2020-01-31 2020-02-26
LORD ABBTT ULTR SHRT BND-I   2019-12-16 2020-03-17
LORD ABBTT ULTR SHRT BND-I   2020-01-31 2020-03-17
LORD ABBTT ULTR SHRT BND-I   2020-06-19 2020-10-21
LORD ABBTT ULTR SHRT BND-I   2020-07-27 2020-10-21
PIMCO INVESTMENT   2020-06-19 2020-10-21
PIMCO INVESTMENT   2020-07-27 2020-10-21
OTTER CREEK LNG/SH OPP-INST   2020-01-31 2020-07-27
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2019-12-16 2020-05-06
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2020-01-31 2020-05-06
ABBEY CAP FUTURES STRAT-I   2020-01-31 2020-03-09
STONE RIDGE HY REINSUR-I   2020-03-09 2020-05-06
VANGUARD S/ T INFL PROT -ADM   2019-12-16 2020-05-06
VANGUARD S/ T INFL PROT -ADM   2020-01-31 2020-05-06
VANGUARD S-T GOVT BD INDEX FD-SIG   2020-05-06 2020-10-21
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2020-01-31 2020-06-19
VANGUARD INDEX TR   2020-01-31 2020-06-19
VERSUS CAPITAL REAL ASSETS FUND   2020-01-31 2020-05-15
WASATCH SMALL CAP GROW-INST   2020-06-19 2020-12-17
AFLAC INC   2014-10-13 2020-01-28
AFLAC INC   2014-10-13 2020-01-28
ABBOTT LABORATORIES   2016-03-04 2020-01-28
ABBOTT LABORATORIES   2016-03-04 2020-01-28
ABBOTT LABORATORIES   2017-12-18 2020-01-28
ABBOTT LABORATORIES   2017-12-18 2020-01-28
ABBVIE INC   2015-09-25 2020-01-28
ABBVIE INC   2015-09-25 2020-01-28
ACTIVISION BLIZZARD   2016-05-23 2020-01-28
ACTIVISION BLIZZARD   2016-05-23 2020-01-28
AIR PRODUCTS AND CHEMICALS INC   2014-10-13 2020-01-28
AIR PRODUCTS AND CHEMICALS INC   2014-10-13 2020-01-28
AIR PRODUCTS AND CHEMICALS INC   2015-09-25 2020-01-28
AIR PRODUCTS AND CHEMICALS INC   2015-09-25 2020-01-28
ALLIANT ENERGY CORP   2016-11-16 2020-01-28
ALLIANT ENERGY CORP   2016-11-16 2020-01-28
ALLIANZGI STRUCTUR RTRN-INST   2017-02-08 2020-05-06
ALLSTATE CORP COM   2015-12-11 2020-01-28
ALLSTATE CORP COM   2015-12-11 2020-01-28
ALPHABET INC/CA   2015-07-20 2020-01-28
ALPHABET INC/CA   2015-07-20 2020-01-28
AMERICAN ELECTRIC POWER CO INC   2015-09-25 2020-01-28
AMERICAN ELECTRIC POWER CO INC   2015-09-25 2020-01-28
AMERICAN ELECTRIC POWER CO INC   2015-12-11 2020-01-28
AMERICAN ELECTRIC POWER CO INC   2015-12-11 2020-01-28
AMERICAN TOWER CORP-CL A   2018-02-22 2020-01-28
AMERICAN TOWER CORP-CL A   2018-02-22 2020-01-28
AMERIPRISE FINL INC   2016-05-23 2020-01-28
AMERIPRISE FINL INC   2016-05-23 2020-01-28
ANALOG DEVICES INC   2016-12-21 2020-01-28
ANALOG DEVICES INC   2016-12-21 2020-01-28
APPLE COMPUTER INC COM   2018-12-10 2020-01-28
APPLE COMPUTER INC COM   2018-12-10 2020-01-28
ARTISAN MID CAP VALUE FD-INS   2017-06-30 2020-06-19
ARTISAN MID CAP VALUE FD-INS   2018-12-10 2020-06-19
AUTOMATIC DATA PROCESSING INC   2016-08-26 2020-01-28
AUTOMATIC DATA PROCESSING INC   2016-08-26 2020-01-28
AUTOZONE INC   2017-08-25 2020-01-28
AUTOZONE INC   2017-08-25 2020-01-28
BANK AMER CORP   2016-12-21 2020-01-28
BANK AMER CORP   2016-12-21 2020-01-28
BECTON DICKINSON   2016-12-21 2020-01-28
BECTON DICKINSON   2016-12-21 2020-01-28
BLACKROCK INC CL A   2014-07-18 2020-01-28
BLACKROCK INC CL A   2014-07-18 2020-01-28
BLACKROCK INC CL A   2015-09-25 2020-01-28
BLACKROCK INC CL A   2015-09-25 2020-01-28
BROADCOM INC   2016-12-21 2020-01-28
BROADCOM INC   2016-12-21 2020-01-28
CADENCE DESIGN SYS INC   2018-12-10 2020-01-28
CADENCE DESIGN SYS INC   2018-12-10 2020-01-28
CAPITAL ONE FINL CORP   2016-03-04 2020-01-28
CAPITAL ONE FINL CORP   2016-03-04 2020-01-28
CENTENE CORP DEL   2017-04-07 2020-01-28
CENTENE CORP DEL   2017-04-07 2020-01-28
CERNER CORP COM   2016-12-21 2020-01-28
CERNER CORP COM   2016-12-21 2020-01-28
CITIGROUP INC   2014-07-18 2020-01-28
CITIGROUP INC   2014-07-18 2020-01-28
COMCAST CORP NEW   2014-07-18 2020-01-28
COMCAST CORP NEW   2014-07-18 2020-01-28
COMCAST CORP NEW   2015-09-25 2020-01-28
COMCAST CORP NEW   2015-09-25 2020-01-28
COOPER CO INC NEW   2016-12-21 2020-01-28
COOPER CO INC NEW   2016-12-21 2020-01-28
COSTCO WHSL CORP NEW   2018-06-04 2020-01-28
COSTCO WHSL CORP NEW   2018-06-04 2020-01-28
CROWN CASTLE INTL CORP NEW   2014-07-18 2020-01-28
CROWN CASTLE INTL CORP NEW   2014-07-18 2020-01-28
CUMMINS ENGINE INC   2016-03-04 2020-01-28
CUMMINS ENGINE INC   2016-03-04 2020-01-28
DELTA AIR LINES INC - W/I   2014-07-18 2020-01-28
DELTA AIR LINES INC - W/I   2014-07-18 2020-01-28
DISNEY (WALT) COMPANY HOLDING CO.   2014-07-18 2020-01-28
DISNEY (WALT) COMPANY HOLDING CO.   2014-07-18 2020-01-28
DISCOVER FINL SVCS   2016-05-23 2020-01-28
DISCOVER FINL SVCS   2016-05-23 2020-01-28
DOMINION RES INC VA NEW   2018-06-04 2020-01-28
DOMINION RES INC VA NEW   2018-06-04 2020-01-28
PRMTRC VOL RSK-DEFENSIV-INST   2017-06-30 2020-07-27
PRMTRC VOL RSK-DEFENSIV-INST   2017-12-19 2020-07-27
EBAY INC   2014-07-18 2020-01-28
EBAY INC   2014-07-18 2020-01-28
ELECTRONIC ARTS   2015-12-11 2020-01-28
ELECTRONIC ARTS   2015-12-11 2020-01-28
ELECTRONIC ARTS   2016-03-04 2020-01-28
ELECTRONIC ARTS   2016-03-04 2020-01-28
EMERSON ELECTRIC COMPANY   2015-12-11 2020-01-28
EMERSON ELECTRIC COMPANY   2015-12-11 2020-01-28
ENTERGY CORP NEW COM   2015-12-11 2020-01-28
ENTERGY CORP NEW COM   2015-12-11 2020-01-28
EQUINIX INC   2016-03-04 2020-01-28
EQUINIX INC   2016-03-04 2020-01-28
EVERMORE GLOBAL VALUE-I   2017-06-30 2020-07-27
EVERMORE GLOBAL VALUE-I   2017-12-19 2020-07-27
EXELON CORP   2015-09-25 2020-01-28
EXELON CORP   2015-09-25 2020-01-28
EXTRA SPACE STORAGE INC   2016-11-16 2020-01-28
EXTRA SPACE STORAGE INC   2016-11-16 2020-01-28
FACEBOOK INC   2016-12-21 2020-01-28
FACEBOOK INC   2016-12-21 2020-01-28
FASTENAL CO COMMON   2015-09-25 2020-01-28
FASTENAL CO COMMON   2015-09-25 2020-01-28
FIFTH THIRD BANCORP   2016-03-04 2020-01-28
FIFTH THIRD BANCORP   2016-03-04 2020-01-28
FISERV INC COM   2016-12-21 2020-01-28
FISERV INC COM   2016-12-21 2020-01-28
GLOBAL PMTS INC   2016-12-21 2020-01-28
GLOBAL PMTS INC   2016-12-21 2020-01-28
GUGGENHEIM-MACRO OPP FD-I   2016-06-29 2020-06-02
GUGGENHEIM-MACRO OPP FD-I   2017-09-15 2020-06-02
GUGGENHEIM-MACRO OPP FD-I   2018-11-15 2020-06-02
GUGGENHEIM-MACRO OPP FD-I   2018-12-10 2020-06-02
GUGGENHEIM-MACRO OPP FD-I   2019-03-13 2020-06-02
HOME DEPOT INC USD   2016-12-21 2020-01-28
HOME DEPOT INC USD   2016-12-21 2020-01-28
HONEYWELL INTL INC   2014-07-18 2020-01-28
HONEYWELL INTL INC   2014-07-18 2020-01-28
HONEYWELL INTL INC   2015-12-11 2020-01-28
HONEYWELL INTL INC   2015-12-11 2020-01-28
HONEYWELL INTL INC   2016-03-04 2020-01-28
HONEYWELL INTL INC   2016-03-04 2020-01-28
HUNT JB TRANS SVCS   2015-12-11 2020-01-28
HUNT JB TRANS SVCS   2015-12-11 2020-01-28
INCYTE GENOMICS INC   2018-10-25 2020-01-28
INCYTE GENOMICS INC   2018-10-25 2020-01-28
INTEL CORPORATION   2014-07-18 2020-01-28
INTEL CORPORATION   2014-07-18 2020-01-28
ISHARES COMEX GOLD TR   2016-09-12 2020-02-29
ISHARES COMEX GOLD TR   2016-09-12 2020-03-31
ISHARES COMEX GOLD TR   2016-09-12 2020-04-30
ISHARES COMEX GOLD TR   2016-09-12 2020-05-31
ISHARES COMEX GOLD TR   2016-09-12 2020-06-30
ISHARES COMEX GOLD TR   2016-09-12 2020-07-31
ISHARES COMEX GOLD TR   2016-09-12 2020-08-31
ISHARES COMEX GOLD TR   2016-09-12 2020-09-30
ISHARES COMEX GOLD TR   2016-09-12 2020-10-31
ISHARES COMEX GOLD TR   2016-09-12 2020-11-30
ISHARES COMEX GOLD TR   2016-09-12 2020-12-31
J P MORGAN CHASE & CO   2016-12-21 2020-01-28
J P MORGAN CHASE & CO   2016-12-21 2020-01-28
J P MORGAN CHASE & CO   2017-06-13 2020-01-28
J P MORGAN CHASE & CO   2017-06-13 2020-01-28
KANSAS CITY SOUTHN INDS INC   2015-12-11 2020-01-28
KANSAS CITY SOUTHN INDS INC   2015-12-11 2020-01-28
KEYCORP NEW COM   2016-03-04 2020-01-28
KEYCORP NEW COM   2016-03-04 2020-01-28
KEYCORP NEW COM   2016-08-26 2020-01-28
KEYCORP NEW COM   2016-08-26 2020-01-28
KEYSIGHT TECHNOLOGIES INC   2018-12-10 2020-01-28
KEYSIGHT TECHNOLOGIES INC   2018-12-10 2020-01-28
LAZARD FDS INC INTL EQUITY PORTFOLIO   2017-07-05 2020-02-26
LAZARD FDS INC INTL EQUITY PORTFOLIO   2017-12-19 2020-02-26
LAZARD FDS INC INTL EQUITY PORTFOLIO   2018-12-10 2020-02-26
LOCKHEED MARTIN CORP   2016-12-21 2020-01-28
LOCKHEED MARTIN CORP   2016-12-21 2020-01-28
LORD ABBTT ULTR SHRT BND-I   2018-02-27 2020-03-17
LORD ABBTT ULTR SHRT BND-I   2018-08-29 2020-03-17
LORD ABBTT ULTR SHRT BND-I   2019-03-13 2020-03-17
TORTOISE MLP & PIPELINE-INS   2017-12-13 2020-01-31
MERCK & CO INC   2015-09-25 2020-01-28
MERCK & CO INC   2015-09-25 2020-01-28
MERCK & CO INC   2016-03-04 2020-01-28
MERCK & CO INC   2016-03-04 2020-01-28
MERCK & CO INC   2018-05-01 2020-01-28
MERCK & CO INC   2018-05-01 2020-01-28
MORGAN STANLEY DEAN WITTER & CO   2016-08-26 2020-01-28
MORGAN STANLEY DEAN WITTER & CO   2016-08-26 2020-01-28
NIKE INC CL B   2017-12-18 2020-01-28
NIKE INC CL B   2017-12-18 2020-01-28
NVIDIA CORP   2016-12-21 2020-01-28
NVIDIA CORP   2016-12-21 2020-01-28
ORACLE CORPORATION   2015-09-25 2020-01-28
ORACLE CORPORATION   2015-09-25 2020-01-28
ORACLE CORPORATION   2016-03-04 2020-01-28
ORACLE CORPORATION   2016-03-04 2020-01-28
PNC FINANCIAL SERVICES GROUP INC   2014-07-18 2020-01-28
PNC FINANCIAL SERVICES GROUP INC   2014-07-18 2020-01-28
PPG INDUSTRIES INC   2015-09-25 2020-01-28
PPG INDUSTRIES INC   2015-09-25 2020-01-28
PACCAR INC   2015-12-11 2020-01-28
PACCAR INC   2015-12-11 2020-01-28
PAYCHEX INC COM   2014-10-13 2020-01-28
PAYCHEX INC COM   2014-10-13 2020-01-28
PEAR TREE POL-F/V SM CAP-IN   2017-12-19 2020-02-26
PEPSICO INC   2014-07-18 2020-01-28
PEPSICO INC   2014-07-18 2020-01-28
PHILLIPS 66   2014-12-19 2020-01-28
PHILLIPS 66   2014-12-19 2020-01-28
PROCTER & GAMBLE CO COM   2014-07-18 2020-01-28
PROCTER & GAMBLE CO COM   2014-07-18 2020-01-28
PROCTER & GAMBLE CO COM   2015-12-11 2020-01-28
PROCTER & GAMBLE CO COM   2015-12-11 2020-01-28
OTTER CREEK LNG/SH OPP-INST   2017-02-08 2020-07-27
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2016-09-22 2020-05-06
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2016-12-19 2020-05-06
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2017-02-23 2020-05-06
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2017-09-15 2020-05-06
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2018-11-15 2020-05-06
PRUDENTIAL SHORT-TERM CORPORATE BD-Z   2018-12-10 2020-05-06
PUBLIC SERVICE ENTERPRISE GROUP INC COM   2014-07-18 2020-01-28
PUBLIC SERVICE ENTERPRISE GROUP INC COM   2014-07-18 2020-01-28
QORVO INC   2015-09-25 2020-01-28
QORVO INC   2015-09-25 2020-01-28
QORVO INC   2016-05-23 2020-01-28
QORVO INC   2016-05-23 2020-01-28
QUALCOMM INC   2015-12-11 2020-01-28
QUALCOMM INC   2015-12-11 2020-01-28
RALPH LAUREN CORP   2017-07-26 2020-01-28
RALPH LAUREN CORP   2017-07-26 2020-01-28
RAYTHEON CO   2016-12-21 2020-01-28
RAYTHEON CO   2016-12-21 2020-01-28
ROCKWELL INTL CORP NEW   2016-03-04 2020-01-28
ROCKWELL INTL CORP NEW   2016-03-04 2020-01-28
SBA COMMUNICATIONS   2018-10-25 2020-01-28
SBA COMMUNICATIONS   2018-10-25 2020-01-28
SCHWAB CHARLES CORP NEW   2016-03-04 2020-01-28
SCHWAB CHARLES CORP NEW   2016-03-04 2020-01-28
SCHWAB CHARLES CORP NEW   2016-08-26 2020-01-28
SCHWAB CHARLES CORP NEW   2016-08-26 2020-01-28
STARBUCKS CORP COM   2018-10-25 2020-01-28
STARBUCKS CORP COM   2018-10-25 2020-01-28
STONE RIDGE REINSURANCE RISK P   2017-12-13 2020-02-28
STONE RIDGE REINSURANCE RISK P   2017-12-13 2020-05-29
STONE RIDGE REINSURANCE RISK P   2017-12-13 2020-08-21
STONE RIDGE REINSURANCE RISK P   2017-12-13 2020-11-20
TJX COS INC NEW   2018-02-22 2020-01-28
TJX COS INC NEW   2018-02-22 2020-01-28
TARGET CORP   2017-06-13 2020-01-28
TARGET CORP   2017-06-13 2020-01-28
TEXAS INSTRUMENTS   2016-12-21 2020-01-28
TEXAS INSTRUMENTS   2016-12-21 2020-01-28
TRACTOR SUPPLY CO   2017-08-25 2020-01-28
TRACTOR SUPPLY CO   2017-08-25 2020-01-28
TRANSDIGM GROUP INC   2017-04-07 2020-01-28
TRANSDIGM GROUP INC   2017-04-07 2020-01-28
TYSON FOODS INC CL A   2015-12-11 2020-01-28
TYSON FOODS INC CL A   2015-12-11 2020-01-28
US BANCORP DEL   2014-10-13 2020-01-28
US BANCORP DEL   2014-10-13 2020-01-28
UNITED TECHNOLOGIES CORP   2015-09-25 2020-01-28
UNITED TECHNOLOGIES CORP   2015-09-25 2020-01-28
UNITED TECHNOLOGIES CORP   2016-03-04 2020-01-28
UNITED TECHNOLOGIES CORP   2016-03-04 2020-01-28
VALERO ENERGY CORP NEW   2014-07-18 2020-01-28
VALERO ENERGY CORP NEW   2014-07-18 2020-01-28
VANGUARD FTSE AW   2017-12-19 2020-02-26
VANGUARD FTSE AW   2017-12-19 2020-06-19
VANGUARD S/ T INFL   2018-08-29 2020-05-06
VANGUARD S/ T INFL   2018-11-15 2020-05-06
VANGUARD S/ T INFL   2018-12-10 2020-05-06
VANGUARD S/ T INFL   2019-03-13 2020-05-06
VANGUARD INSTL INDEX FD   2018-12-06 2020-06-02
VANGUARD INSTL INDEX FD   2016-12-19 2020-06-19
VANGUARD INSTL INDEX FD   2017-12-22 2020-06-19
VANGUARD INSTL INDEX FD   2018-12-06 2020-06-19
VANGUARD INSTL INDEX FD   2018-12-10 2020-06-19
VARIAN MED SYS INC   2016-12-21 2020-01-28
VARIAN MED SYS INC   2016-12-21 2020-01-28
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2018-12-06 2020-06-19
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2015-09-01 2020-12-17
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2015-09-01 2020-12-17
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2016-09-22 2020-12-17
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2016-12-19 2020-12-17
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2017-03-28 2020-12-17
VANGUARD IDX TR MID-CAP IDX FD ADMIRAL   2018-12-06 2020-12-17
VANGUARD INDEX TR   2018-12-10 2020-06-19
VANGUARD INDEX TR   2015-01-06 2020-12-17
VANGUARD INDEX TR   2016-01-28 2020-12-17
VANGUARD INDEX TR   2016-12-19 2020-12-17
VANGUARD INDEX TR   2017-03-28 2020-12-17
VANGUARD INDEX TR   2017-09-15 2020-12-17
VANGUARD INDEX TR   2018-12-10 2020-12-17
VERISK ANALYTICS   2017-06-13 2020-01-28
VERISK ANALYTICS   2017-06-13 2020-01-28
VERISK ANALYTICS   2017-07-26 2020-01-28
VERISK ANALYTICS   2017-07-26 2020-01-28
VERTEX PHARMACEUTICALS INC   2017-04-07 2020-01-28
VERTEX PHARMACEUTICALS INC   2017-04-07 2020-01-28
VULCAN MATERIALS COMPANY COM   2018-10-25 2020-01-28
VULCAN MATERIALS COMPANY COM   2018-10-25 2020-01-28
WEC ENERGY GROUP INC   2014-10-13 2020-01-28
WEC ENERGY GROUP INC   2014-10-13 2020-01-28
WAL MART STORES INC   2015-09-25 2020-01-28
WAL MART STORES INC   2015-09-25 2020-01-28
WESTERN UN CO   2014-10-13 2020-01-28
WESTERN UN CO   2014-10-13 2020-01-28
YUM BRANDS INC   2016-05-23 2020-01-28
YUM BRANDS INC   2016-05-23 2020-01-28
ZIMMER BIOMET HOLDINGS, INC   2015-12-11 2020-01-28
ZIMMER BIOMET HOLDINGS, INC   2015-12-11 2020-01-28
ZIMMER BIOMET HOLDINGS, INC   2016-03-04 2020-01-28
ZIMMER BIOMET HOLDINGS, INC   2016-03-04 2020-01-28
ALLEGION PLC   2016-12-21 2020-01-28
ALLEGION PLC   2016-12-21 2020-01-28
EATON CORP PLC   2015-09-25 2020-01-28
EATON CORP PLC   2015-09-25 2020-01-28
LINDE PLC   2018-10-31 2020-01-28
LINDE PLC   2018-10-31 2020-01-28
MEDTRONIC PLC   2015-09-25 2020-01-28
MEDTRONIC PLC   2015-09-25 2020-01-28
APTIV PLC   2014-10-13 2020-01-28
APTIV PLC   2014-10-13 2020-01-28
CHUBB LTD   2015-09-25 2020-01-28
CHUBB LTD   2015-09-25 2020-01-28
TE CONNECTIVITY LTD   2014-10-13 2020-01-28
TE CONNECTIVITY LTD   2014-10-13 2020-01-28
TE CONNECTIVITY LTD   2015-09-25 2020-01-28
TE CONNECTIVITY LTD   2015-09-25 2020-01-28
TE CONNECTIVITY LTD   2016-08-26 2020-01-28
TE CONNECTIVITY LTD   2016-08-26 2020-01-28
ROYAL CARIBBEAN CRUISES LTD   2016-11-16 2020-01-28
ROYAL CARIBBEAN CRUISES LTD   2016-11-16 2020-01-28
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 12,161   18,510 -6,349
b 30,715   38,290 -7,575
c 10,320   11,970 -1,650
d 35,616   36,056 -440
e 23,463   24,020 -557
3,115   3,118 -3
9,765   9,820 -55
5,371   5,620 -249
12,743   13,109 -366
9,296   9,589 -293
8   7 1
5,908   6,140 -232
38,869   39,340 -471
26,657   26,980 -323
435   434 1
5,516   5,510 6
9,474   9,379 95
1,386   1,400 -14
11,808   11,380 428
19,458   19,670 -212
11,647   11,880 -233
910   866 44
5,210   5,356 -146
19,662   19,670 -8
13,434   13,450 -16
7,420   7,442 -22
1,680   1,810 -130
2,868   3,190 -322
11,000   11,675 -675
2,600   1,929 671
1,048   567 481
1,048   566 482
88   39 49
88   39 49
176   113 63
176   113 63
1,680   1,140 540
1,680   1,140 540
414   265 149
414   265 149
471   226 245
471   226 245
707   353 354
707   353 354
1,171   715 456
1,171   714 457
16,765   25,485 -8,720
113   62 51
113   62 51
2,902   1,368 1,534
2,902   1,368 1,534
1,732   955 777
1,732   955 777
509   275 234
509   275 234
706   417 289
707   417 290
821   489 332
821   489 332
223   148 75
223   148 75
10,131   5,428 4,703
10,131   5,428 4,703
33,553   50,071 -16,518
18,570   21,300 -2,730
352   180 172
352   180 172
2,214   1,058 1,156
2,214   1,058 1,156
4,440   3,017 1,423
4,440   3,017 1,423
1,412   830 582
1,412   830 582
531   321 210
532   321 211
1,063   611 452
1,063   611 452
2,844   1,654 1,190
2,844   1,654 1,190
218   130 88
218   130 88
407   278 129
407   277 130
60   36 24
60   36 24
512   341 171
513   340 173
4,514   2,882 1,632
4,515   2,882 1,633
973   600 373
973   600 373
2,830   1,828 1,002
2,830   1,828 1,002
710   353 357
710   352 358
617   397 220
617   398 219
1,204   589 615
1,205   589 616
492   310 182
492   310 182
685   448 237
685   448 237
4,543   2,827 1,716
4,543   2,827 1,716
1,499   1,099 400
1,499   1,099 400
837   524 313
837   523 314
23,343   21,256 2,087
9,006   8,604 402
282   167 115
282   167 115
783   482 301
783   482 301
224   129 95
224   129 95
2,006   1,247 759
2,006   1,247 759
1,550   796 754
1,550   704 846
1,201   614 587
1,201   614 587
14,495   17,966 -3,471
1,095   1,432 -337
473   297 176
473   296 177
767   501 266
767   501 266
9,814   5,352 4,462
9,814   5,352 4,462
1,064   550 514
1,064   550 514
169   103 66
169   103 66
237   109 128
237   109 128
591   215 376
591   215 376
30,173   30,569 -396
156   167 -11
5,921   6,250 -329
5,196   5,450 -254
934   970 -36
4,213   2,466 1,747
4,213   2,466 1,747
878   462 416
878   462 416
351   190 161
351   190 161
702   416 286
702   416 286
451   294 157
451   293 158
306   257 49
306   257 49
2,021   1,008 1,013
2,021   1,008 1,013
10   8 2
10   9 1
10   8 2
12   9 3
11   9 2
12   9 3
14   10 4
13   9 4
21   18 3
20   18 2
21     21
7,005   4,495 2,510
7,005   4,495 2,510
674   437 237
674   436 238
329   150 179
329   150 179
150   93 57
150   92 58
132   87 45
132   86 46
200   119 81
201   119 82
32,940   33,952 -1,012
40,997   45,871 -4,874
1,812   1,750 62
1,303   763 540
1,303   763 540
80,355   81,085 -730
32,068   32,392 -324
33,670   34,010 -340
1,310   1,380 -70
1,291   759 532
1,292   759 533
1,033   624 409
1,033   624 409
344   232 112
344   232 112
1,570   908 662
1,570   908 662
297   195 102
297   194 103
1,230   528 702
1,230   528 702
1,713   1,160 553
1,713   1,160 553
803   569 234
803   569 234
1,047   589 458
1,047   588 459
1,111   798 313
1,111   798 313
529   331 198
529   331 198
1,680   833 847
1,681   833 848
23,370   27,917 -4,547
3,990   2,523 1,467
3,990   2,523 1,467
679   493 186
679   493 186
5,941   3,787 2,154
5,941   3,787 2,154
885   544 341
885   544 341
34,892   32,560 2,332
10,059   10,251 -192
26,412   26,460 -48
24,301   24,500 -199
10,128   10,220 -92
13,188   12,840 348
10,569   10,290 279
1,015   633 382
1,015   633 382
561   246 315
561   246 315
224   102 122
224   102 122
1,940   1,026 914
1,940   1,026 914
784   523 261
784   523 261
449   288 161
449   288 161
190   108 82
190   108 82
501   312 189
501   312 189
229   137 92
229   137 92
91   62 29
91   62 29
1,331   885 446
1,331   885 446
69,688   79,530 -9,842
7,444   8,506 -1,062
11,403   12,663 -1,260
5,069   5,487 -418
1,468   917 551
1,468   917 551
1,621   803 818
1,621   803 818
1,914   1,114 800
1,914   1,114 800
1,232   775 457
1,232   775 457
1,312   376 936
1,312   376 936
585   374 211
585   374 211
809   606 203
809   606 203
2,150   1,220 930
2,150   1,220 930
1,382   871 511
1,382   871 511
168   98 70
168   98 70
920   997 -77
45,490   51,768 -6,278
48,678   48,245 433
7,118   6,940 178
5,120   4,990 130
34,140   33,520 620
25,000   22,354 2,646
13,508   10,107 3,401
1,926   1,695 231
10,296   9,146 1,150
38,550   33,510 5,040
292   160 132
292   160 132
5,570   5,090 480
101,617   57,915 43,702
13,941   7,946 5,995
24,462   15,200 9,262
24,622   15,800 8,822
22,458   14,941 7,517
4,310   3,119 1,191
2,072   2,006 66
4,722   2,741 1,981
16,822   8,572 8,250
7,827   5,270 2,557
44,749   30,290 14,459
11,807   8,363 3,444
10,904   7,916 2,988
493   247 246
493   247 246
657   348 309
657   348 309
688   352 336
688   352 336
699   455 244
699   455 244
289   139 150
289   139 150
2,097   1,153 944
2,097   1,153 944
1,014   581 433
1,014   580 434
205   115 90
205   115 90
296   199 97
296   199 97
148   100 48
148   100 48
640   327 313
640   327 313
1,641   650 991
1,641   749 892
2,072   1,635 437
2,072   1,635 437
2,032   1,144 888
2,032   1,144 888
893   499 394
893   499 394
450   312 138
450   312 138
291   157 134
291   157 134
194   118 76
194   118 76
194   127 67
194   127 67
478   329 149
478   329 149
28,915     28,915
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       -6,349
b       -7,575
c       -1,650
d       -440
e       -557
      -3
      -55
      -249
      -366
      -293
      1
      -232
      -471
      -323
      1
      6
      95
      -14
      428
      -212
      -233
      44
      -146
      -8
      -16
      -22
      -130
      -322
      -675
      671
      481
      482
      49
      49
      63
      63
      540
      540
      149
      149
      245
      245
      354
      354
      456
      457
      -8,720
      51
      51
      1,534
      1,534
      777
      777
      234
      234
      289
      290
      332
      332
      75
      75
      4,703
      4,703
      -16,518
      -2,730
      172
      172
      1,156
      1,156
      1,423
      1,423
      582
      582
      210
      211
      452
      452
      1,190
      1,190
      88
      88
      129
      130
      24
      24
      171
      173
      1,632
      1,633
      373
      373
      1,002
      1,002
      357
      358
      220
      219
      615
      616
      182
      182
      237
      237
      1,716
      1,716
      400
      400
      313
      314
      2,087
      402
      115
      115
      301
      301
      95
      95
      759
      759
      754
      846
      587
      587
      -3,471
      -337
      176
      177
      266
      266
      4,462
      4,462
      514
      514
      66
      66
      128
      128
      376
      376
      -396
      -11
      -329
      -254
      -36
      1,747
      1,747
      416
      416
      161
      161
      286
      286
      157
      158
      49
      49
      1,013
      1,013
      2
      1
      2
      3
      2
      3
      4
      4
      3
      2
      21
      2,510
      2,510
      237
      238
      179
      179
      57
      58
      45
      46
      81
      82
      -1,012
      -4,874
      62
      540
      540
      -730
      -324
      -340
      -70
      532
      533
      409
      409
      112
      112
      662
      662
      102
      103
      702
      702
      553
      553
      234
      234
      458
      459
      313
      313
      198
      198
      847
      848
      -4,547
      1,467
      1,467
      186
      186
      2,154
      2,154
      341
      341
      2,332
      -192
      -48
      -199
      -92
      348
      279
      382
      382
      315
      315
      122
      122
      914
      914
      261
      261
      161
      161
      82
      82
      189
      189
      92
      92
      29
      29
      446
      446
      -9,842
      -1,062
      -1,260
      -418
      551
      551
      818
      818
      800
      800
      457
      457
      936
      936
      211
      211
      203
      203
      930
      930
      511
      511
      70
      70
      -77
      -6,278
      433
      178
      130
      620
      2,646
      3,401
      231
      1,150
      5,040
      132
      132
      480
      43,702
      5,995
      9,262
      8,822
      7,517
      1,191
      66
      1,981
      8,250
      2,557
      14,459
      3,444
      2,988
      246
      246
      309
      309
      336
      336
      244
      244
      150
      150
      944
      944
      433
      434
      90
      90
      97
      97
      48
      48
      313
      313
      991
      892
      437
      437
      888
      888
      394
      394
      138
      138
      134
      134
      76
      76
      67
      67
      149
      149
      28,915
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 2 202,605
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 3,333
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 3,333
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 3,333
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,429
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,929
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 3,596
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,596 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)
    bulletDE
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT HOFFMAN Telephone no.bullet (919) 442-1550

    Located atbullet820 OLD OAK LANEVERO BEACHFL ZIP+4bullet32963
    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
    ROBERT HOFFMAN DIRECTOR
    10.00     		0 0 0
    820 OLD OAK LANE
    VERO BEACH,FL32963
    JANET HOFFMAN DIRECTOR
    10.00     		0 0 0
    820 OLD OAK LANE
    VERO BEACH,FL32963
    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 N/A 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    2,871,292
    b
    Average of monthly cash balances.......................
    1b
    243,633
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,114,925
    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
    3,114,925
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,724
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,068,201
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    153,410
    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
    153,410
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,333
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,333
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    150,077
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    150,077
    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
    150,077
    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
    170,050
    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
    170,050
    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
    170,050
    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 7 150,077
    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...... 97,715
    b From 2016...... 57,673
    c From 2017...... 20,040
    d From 2018...... 17,680
    e From 2019...... 42,210
    fTotal of lines 3a through e........ 235,318
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 170,050
    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..... 150,077
    e Remaining amount distributed out of corpus 19,973
    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 5 255,291
    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) ...     		97,715
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		157,576
    10 Analysis of line 9:
    a Excess from 2016.... 57,673
    b Excess from 2017.... 20,040
    c Excess from 2018.... 17,680
    d Excess from 2019.... 42,210
    e Excess from 2020.... 19,973
    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).)
    ROBERT HOFFMAN
    JANET HOFFMAN
    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 ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
    1789 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 50,000
    ANDERSON RANCH ARTS CENTER
    PO BOX 5598
    SNOWMASS VILLAGE,CO81615     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 5,000
    ATLANTIC CLASSICAL ORCHESTRA
    141 NORTH US 1
    FORT PIERCE,FL34950     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 25,000
    ATLANTIC CLASSICAL ORCHESTRA
    141 NORTH US 1
    FORT PIERCE,FL34950     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 25,000
    BOYS AND GIRLS CLUBS OF INDIAN RIVER COUNTY
    1729 17TH AVENUE
    VERO BEACH,FL32960     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000
    CORNELL UNIVERSITY
    130 E SENECA STREET SUITE 400
    ITHACA,NY14850     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 35,000
    FLORIDA SHERIFFS YOUTH RANCHES INC
    PO BOX 2000
    BOYS RANCH,FL32064     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250
    FLORIDA SHERIFFS YOUTH RANCHES INC
    PO BOX 2000
    BOYS RANCH,FL32064     		NONE 501(C)(3) FOR FULL CAMPERSHIP 250
    INDIAN RIVER COMMUNITY FOUNDATION
    PO BOX 643968
    VERO BEACH,FL32964     		NONE 501(C)(3) FOR THE INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD 50
    INDIAN RIVER LAND TRUST
    80 ROYAL PALM POINTE STE 301
    VERO BEACH,FL32960     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250
    OCEAN RESEARCH & CONSERVATION ASSOCIATION
    1420 SEAWAY DR 2ND FLOOR
    FORT PIERCE,FL34949     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 5,000
    THE UNIVERSITY OF TEXAS FOUNDATION
    UNIVERSITY DEVELOPMENT OFFICE GIFT
    PROCESSING PO BOX 7458
    AUSTIN,TX78713     		NONE 501(C)(3) FOR THE MD ANDERSON CANCER CENTER 1,000
    UNITED WAY OF INDIAN RIVER COUNTY
    PO BOX 1960
    VERO BEACH,FL32961     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 10,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 10,000
    LAURA RIDING JACKSON FOUNDATION INC
    1914 14TH AVENUE
    VERO BEACH,FL32960     		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000
    Total .................................bullet 3a 170,050
    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 56,769  
    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 ............     		    18 202,605  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME     		    18 -284  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 259,090 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    259,090
    (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
    ROBERT B & JANET A HOFFMAN FOUNDATION
    C/O ETON ADVISORS LP
    Employer identification number

    20-1798512
    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
    ROBERT B & JANET A HOFFMAN FOUNDATION
    C/O ETON ADVISORS LP         		Employer identification number
    20-1798512
    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
    JANET A HOFFMAN - SECURITIES
    820 OLD OAK LANE
     
    VERO BEACH, FL32963

    		$ 148,790


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ROBERT B HOFFMAN - SECURITIES
    820 OLD OAK LANE
     
    VERO BEACH, FL32963

    		$ 148,790


    (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
    ROBERT B & JANET A HOFFMAN FOUNDATION
    C/O ETON ADVISORS LP         		Employer identification number

    20-1798512
    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
    		 394.0000 SHARES OF VANGUARD MID CAP INDEX-ADM $ 98,922 2020-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 550.0000 SHARES OF VANGUARD SML CAP INDX-ADM $ 49,868 2020-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 394.0000 SHARES OF VANGUARD MID CAP INDEX-ADM $ 98,922 2020-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 550.0000 SHARES OF VANGUARD SML CAP INDX-ADM $ 49,868 2020-12-14
    (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
    ROBERT B & JANET A HOFFMAN FOUNDATION
    C/O ETON ADVISORS LP         		Employer identification number

    20-1798512
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,520 3,520 0 0

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Category Amount
    NONE 0

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Statement:
    THE FOUNDATION IS ORGANIZED AS A DELAWARE NON-PROFIT CORPORATION. THE STATE OF DELAWARE DOES NOT REQUIRE NON-PROFIT CORPORATIONS TO FURNISH COPIES OF FEDERAL FORM 990-PF TO THE DELAWARE ATTORNEY GENERAL IF NONE OF THE FOUNDATION'S ACTIVITIES ARE CONDUCTED IN DELAWARE.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,638,846 2,097,074
    FIXED INCOME 1,356,237 1,391,212

    TY 2020 LegalFeesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 563 0 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Description Amount
    FMV ADJUSTMENT TO CONTRIBUTION 129,480


    TY 2020 OtherExpensesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 163 163 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME -284 -284 0


    TY 2020 OtherIncreasesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Description Amount
    GRANTS PAYABLE 5,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 13,051 13,051 0 0
    CUSTODY FEES 1,664 1,664 0 0


    TY 2020 TaxesSchedule
    Name:
    ROBERT B & JANET A HOFFMAN FOUNDATION
     
    C/O ETON ADVISORS LP
    EIN:
    20-1798512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 937 937 0 0