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
THE BECKET FAMILY FOUNDATION
C/O ALANE BECKET
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1342
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MALVERN, PA193550682
A Employer identification number

20-5259379
B Telephone number (see instructions)

(610) 644-7800
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$10,058,092J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 231,022 231,022  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,755
b Gross sales price for all assets on line 6a 7,066,867
7 Capital gain net income (from Part IV, line 2)... 34,755
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 265,777 265,777  
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)....... Click to see attachment 5,201 5,201   0
c Other professional fees (attach schedule).... Click to see attachment 67,155 67,155   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,957 478   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 134 0   134
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,447 72,834   134
25 Contributions, gifts, grants paid....... 544,900 544,900
26 Total expenses and disbursements. Add lines 24 and 25 623,347 72,834   545,034
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -357,570
b Net investment income (if negative, enter -0-) 192,943
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......... 50,881    
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)....... 8,967,926 Click to see attachment6,381,493 7,732,455
c Investments—corporate bonds (attach schedule)....... 2,287 Click to see attachment2,313,474 2,303,753
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 attachment2,226 Click to see attachment21,884 Click to see attachment21,884
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,023,320 8,716,851 10,058,092
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) Click to see attachment0 Click to see attachment51,101
23 Total liabilities (add lines 17 through 22)......... 0 51,101
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 9,023,320 8,665,750
29 Total net assets or fund balances (see instructions)..... 9,023,320 8,665,750
30 Total liabilities and net assets/fund balances (see instructions). 9,023,320 8,716,851
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
9,023,320
2
Enter amount from Part I, line 27a .....................
2
-357,570
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,665,750
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
8,665,750
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 AMERICAN CENTURY EQUITY INCOME P 2019-12-30 2020-12-31
b AMERICAN CENTURY EQUITY INCOME P 2020-01-31 2020-12-31
c BLACKROCK MID CAP P 2019-12-30 2020-12-31
d BLACKROCK MID CAP P 2019-12-30 2020-12-31
e CALVERT EQUITY FUND CLASS I P 2020-01-22 2020-12-31
GOLDMAN SACHS P 2019-12-30 2020-12-31
LORD ABBETT BOND DEBENTURE FUND CL F P 2017-12-11 2020-12-31
LORD ABBETT BOND DEBENTURE FUND CL F P 2017-12-11 2020-12-31
LORD ABBETT FLOATING RATE INC FD CL F P 2020-01-31 2020-12-31
LORD ABBETT HIGH YIELD FD CL F P 2018-05-11 2020-12-31
LORD ABBETT HIGH YIELD FD CL F P 2020-01-31 2020-12-31
LORD ABBETT SHORT DURATION P 2020-01-31 2020-12-31
LORD ABBETT SHORT DURATION P 2019-12-30 2020-12-31
MFS GROWTH FUND P 2019-12-30 2020-12-31
PIMCO INCOME FUND CL I3 P 2019-12-30 2020-12-31
PIMCO PREFERRED AND CAPITAL SECS CL I3 P 2020-01-31 2020-12-31
PIMCO STOCKPLUS INTERNATIONAL P 2020-01-31 2020-12-31
PIMCO STOCKPLUS INTERNATIONAL P 2019-12-30 2020-12-31
PIMCO STOCKPLUS SMALLFUND P 2019-12-30 2020-12-31
PIMCO STOCKPLUS SMALLFUND P 2020-01-31 2020-12-31
T ROWE PRICE DIVIDED GROWTH P 2020-01-31 2020-12-31
T ROWE PRICE DIVIDED GROWTH P 2019-12-30 2020-12-31
VANGUARD EQUITY INCOME ADMIRAL P 2019-12-30 2020-12-31
VANGUARD EQUITY INCOME ADMIRAL P 2019-12-30 2020-12-31
WASATCH SMALL CAP P 2019-12-30 2020-12-31
WASATCH SMALL CAP P 2019-12-30 2020-12-31
PRINCIPAL PREFERRED SECURITIES P 2019-12-30 2020-12-31
PRINCIPAL PREFERRED SECURITIES P 2020-01-31 2020-12-31
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 506,361   566,921 -60,560
b 38,437   41,977 -3,540
c 46,000   29,622 16,378
d 75,000   44,071 30,929
e 22,000   20,532 1,468
15,000   11,113 3,887
200,000   224,114 -24,114
460,000   461,026 -1,026
444,590   498,499 -53,909
309,676   339,488 -29,812
18,203   18,639 -436
273,517   270,978 2,539
489,983   488,937 1,046
79,000   61,897 17,103
200,000   212,544 -12,544
972,014   985,925 -13,911
35,440   27,841 7,599
454,584   534,420 -79,836
127,764   156,811 -29,047
152,230   166,291 -14,061
15,781   14,964 817
791,737   670,485 121,252
59,500   56,972 2,528
300,000   312,723 -12,723
36,000   26,256 9,744
37,500   25,354 12,146
564,136   545,679 18,457
226,994   218,033 8,961
115,420     115,420
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       -60,560
b       -3,540
c       16,378
d       30,929
e       1,468
      3,887
      -24,114
      -1,026
      -53,909
      -29,812
      -436
      2,539
      1,046
      17,103
      -12,544
      -13,911
      7,599
      -79,836
      -29,047
      -14,061
      817
      121,252
      2,528
      -12,723
      9,744
      12,146
      18,457
      8,961
      115,420
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 34,755
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 2,682
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 2,682
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 2,682
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,720
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,700
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,420
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,738
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,738 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)
    bulletPA
    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 addressbullet"N/A"
    14
    The books are in care ofbulletEISNERAMPER LLP Telephone no.bullet (215) 881-8800

    Located atbullet130 NORTH 18TH ST STE 3000PHILADELPHIAPA ZIP+4bullet191032757
    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
    ALANE BECKET PRESIDENT & TREASURER
    0.75     		0 0 0
    1412 LARCH LANE
    WEST CHESTER,PA19380
    ANN BARRIE FILA SECRETARY
    0.75     		0 0 0
    1210 HAMILTON DRIVE
    WEST CHESTER,PA19380
    GEORGI BECKET DIRECTOR
    0.50     		0 0 0
    62 MAIN STREET
    WAYNE,PA19087
    SCOTT BECKET DIRECTOR
    0.50     		0 0 0
    8405 CANYON ROAD NE
    ALBUQUERQUE,NM87111
    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
    9,300,333
    b
    Average of monthly cash balances.......................
    1b
    134,971
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,435,304
    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
    9,435,304
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    141,530
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,293,774
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    464,689
    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
    464,689
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,682
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,682
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    462,007
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    462,007
    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
    462,007
    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
    545,034
    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
    545,034
    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
    545,034
    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 7 462,007
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 455,237
    b Total for prior years:2018, 20, 20 471
    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$ 545,034
    a Applied to 2019, but not more than line 2a 455,237
    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..... 89,797
    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 ..........     		471
    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......     		471
    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 ..........     		372,210
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    ALANE ANN BECKET
    PO BOX 1342
    MALVERN,PA193550682
    (610) 644-7800
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE, PROVIDED THAT THE ORGANIZATION QUALIFIES UNDER IRC SECTION 501(C)3.
    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
    ABI ANTHONY SCHNELLING ENDOWMENT FUND
    66 CANAL CENTER PLAZA SUITE 600
    ALEXANDRIA,VA22314     		NONE PC UNRESTRICTED 5,000
    ACTION AGAINST HUNGER
    ONE WHITEHALL STREET 2ND FLOOR
    NEW YORK,NY10004     		NONE PC UNRESTRICTED 10,000
    ALBUQUERQUE COMMUNITY FOUNDATION
    PO BOX 25266
    ALBUQUERQUE,NM87125     		NONE PC UNRESTRICTED 10,000
    ALEX'S LEMONADE STAND
    111 PRESIDENTIAL BLVD SUITE 203
    BALA CYNWYD,PA19004     		NONE PC UNRESTRICTED 5,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PC UNRESTRICTED 12,500
    ANDREW L HICKS JR FOUNDATION
    116 WEST MARKET STREET
    WEST CHESTER,PA19382     		NONE PC UNRESTRICTED 5,000
    ARCH
    3102 APPLETON LN NW
    ROCHESTER,MN55901     		NONE PC UNRESTRICTED 2,500
    BACK ON MY FEET
    100 S BROAD STREET SUITE 1400
    PHILADELPHIA,PA19110     		NONE PC UNRESTRICTED 5,000
    BAKER INDUSTRIES
    184 PENNSYLVANIA AVENUE
    MALVERN,PA193552864     		NONE PC UNRESTRICTED 10,000
    BENCHMARK SCHOOL
    2107 NORTH PROVIDENCE ROAD
    MEDIA,PA19063     		NONE PC UNRESTRICTED 5,000
    BETHESDA PROJECT
    1630 SOUTH STREET
    PHILADELPHIA,PA19146     		NONE PC UNRESTRICTED 10,000
    BOOKS FOR AFRICA
    370 SELBY AVE SUITE 305
    SAINT PAUL,MN55102     		NONE PC UNRESTRICTED 2,000
    CAMILLA HALLSRS OF IHMOFFICE OF IHM MISSION ADVANCEMENT
    100 MAXIS DRIVE
    MALVERN,PA19355     		NONE PC UNRESTRICTED 2,500
    CARING FOR FRIENDS
    12271 TOWNSEND RD
    PHILADELPHIA,PA19154     		NONE PC UNRESTRICTED 2,500
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON ST
    BALTIMORE,MD21201     		NONE PC UNRESTRICTED 2,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341     		NONE PC UNRESTRICTED 5,000
    DAV CHARITABLE SERVICE TRUST
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		NONE PC UNRESTRICTED 10,000
    DIRECT RELIEF
    27 S LA PATERA LANE
    SANTA BARBARA,CA93117     		NONE PC UNRESTRICTED 10,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		NONE PC UNRESTRICTED 12,500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PC UNRESTRICTED 5,000
    FIGHTING BACK SCHOLARSHIP PROGRAM
    400 E KING ST
    MALVERN,PA19355     		NONE PC UNRESTRICTED 2,000
    FOR THE GOOD
    1028 PALMER AVE
    GLENWOOD SPRINGS,CO81601     		NONE PC UNRESTRICTED 7,500
    FREE THE SLAVES
    1320 19TH STREET NW SUITE 600
    WASHINGTON,DC20036     		NONE PC UNRESTRICTED 10,000
    GARY SINISE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365     		NONE PC UNRESTRICTED 10,000
    GREENER PARTNERS
    PO BOX 221 FAIRVIEW VILLAGE
    NORRISTOWN,PA19409     		NONE PC UNRESTRICTED 2,500
    HABITAT FOR HUMANITY MONTCODELCO
    533 FOUNDRY RD
    NORRISTOWN,PA19403     		NONE PC UNRESTRICTED 5,000
    HEROES WALK AMONG US
    6601 4TH ST NW 6
    ALBUQUERQUE,NM87107     		NONE PC UNRESTRICTED 15,000
    HOLY FAMILY HOME
    5300 CHESTER AVE
    PHILADELPHIA,PA19143     		NONE PC UNRESTRICTED 1,000
    HOPE SPRINGS EQUESTRIAN THERAPY
    1800 ART SCHOOL RD
    CHESTER SPRINGS,PA19425     		NONE PC UNRESTRICTED 2,000
    HUMANE SOCIETY OF LOUISIANA
    PO BOX 740321
    NEW ORLEANS,LA70174     		NONE PC UNRESTRICTED 5,000
    JEWISH NATIONAL FUND
    78 RANDALL AVENUE
    ROCKVILLE CENTER,NY115703922     		NONE PC UNRESTRICTED 5,000
    JOHN DAU SUDAN FOUNDATION
    1101 KING STREET SUITE 360
    ALEXANDRIA,VA22314     		NONE PC UNRESTRICTED 5,000
    JUVENILE LAW CENTER
    1800 JOHN F KENNEDY BLVD
    PHILADELPHIA,PA19103     		NONE PC UNRESTRICTED 5,000
    KIDS ALIVE INTERNATIONAL
    2507 CUMBERLAND DRIVE
    VALPARAISO,IN46383     		NONE PC UNRESTRICTED 10,000
    LARGE ANIMAL PROTECTION SOCIETY (LAPS)
    PO BOX 243
    WEST GROVE,PA19390     		NONE PC UNRESTRICTED 5,000
    LEGACY OF LIFE FOUNDATION
    25 S MAIN ST
    YARDLEY,PA19067     		NONE PC UNRESTRICTED 2,000
    LIBERTY IN NORTH KOREA
    236 E 3RD ST STE 210
    LONG BEACH,CA90802     		NONE PC UNRESTRICTED 10,000
    MALVERN PREPARATORY SCHOOL
    418 S WARREN AVE
    MALVERN,PA19355     		NONE PC UNRESTRICTED 5,000
    MANNA
    420 N 20TH ST
    PHILADELPHIA,PA19130     		NONE PC UNRESTRICTED 5,000
    MEALS ON WHEELS OF CHESTER COUNTY INC
    404 WILLOWBROOK LANE
    WEST CHESTER,PA19382     		NONE PC UNRESTRICTED 2,000
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LANE
    PHILADELPHIA,PA19127     		NONE PC UNRESTRICTED 2,000
    NORTH SHORE ANIMAL LEAGUE
    25 DAVIS AVENUE
    PORT WASHINGTON,NY11050     		NONE PC UNRESTRICTED 10,000
    ORPHAN GRAIN TRAIN
    PO BOX 1466
    NORFOLK,NE68702     		NONE PC UNRESTRICTED 5,000
    PATHWAYS PA
    1300 E MACDADE BLVD
    FOLSOM,PA19033     		NONE PC UNRESTRICTED 2,500
    PENN STATE DANCE MARATHON
    227D HETZEL UNION BUILDING
    UNIVERSITY PARK,PA16802     		NONE PC UNRESTRICTED 10,000
    PETER'S PLACE
    150 N RADNOR CHESTER ROAD STE F130
    RADNOR,PA19087     		NONE PC UNRESTRICTED 2,500
    PHILADELPHIA CORPORATION FOR AGING (PCA)
    624 N BROAD STREET
    PHILADELPHIA,PA19130     		NONE PC UNRESTRICTED 5,000
    POSITIVITY AND PEACE
    527 FERNON STREET
    PHILADELPHIA,PA19148     		NONE PC UNRESTRICTED 2,500
    PROJECT HOME
    1515 FAIRMOUNT AVENUE
    PHILADELPHIA,PA19130     		NONE PC UNRESTRICTED 10,000
    QUEST THERAPEAUTIC SERVICES
    461 CANN RD
    WEST CHESTER,PA19382     		NONE PC UNRESTRICTED 5,000
    RC ACTIVITIES INC
    30 MANSELL COURT SUITE 103
    ROSWELL,GA30076     		NONE PC UNRESTRICTED 2,000
    RONALD MCDONALD HOUSE CHARITIES
    110 NORTH CARPENTER STREET
    CHICAGO,IL60607     		NONE PC UNRESTRICTED 10,000
    ST CHARLES BORROMEO SEMINARY
    PO BOX 95000
    PHILADELPHIA,PA19195     		NONE PC UNRESTRICTED 5,000
    ST GABRIEL'S PARISH
    2917 DICKINSON STREET
    PHILADELPHIA,PA19146     		NONE PC UNRESTRICTED 2,000
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PC UNRESTRICTED 5,000
    ST NORBERT CATHOLIC SCHOOL
    6 GREENLAWN ROAD
    PAOLI,PA19301     		NONE PC UNRESTRICTED 2,500
    T&E CARE
    PO BOX 2111
    SOUTHEASTERN,PA19399     		NONE PC UNRESTRICTED 2,500
    THE BARN AT SPRINGBROOK FARM
    PO BOX 92
    POCOPSON,PA19366     		NONE PC UNRESTRICTED 5,000
    THE SHANAHAN FUND
    2200 WODBRIDGE ROAD
    DOWNINGTOWN,PA19335     		NONE PC UNRESTRICTED 10,000
    TRAVIS MANION FOUNDATION
    164 E STATE ST
    DOYLESTOWN,PA18901     		NONE PC UNRESTRICTED 6,200
    WEST CHESTER FOOD CUPBOARD
    431 S BOLMAR ST
    WEST CHESTER,PA19382     		NONE PC UNRESTRICTED 3,000
    WEST CHESTER SENIOR CENTER
    530 E UNION ST
    WEST CHESTER,PA19382     		NONE PC UNRESTRICTED 3,000
    WINGS FOR SUCCESS
    490 LANCASTER AVE
    FRAZER,PA19355     		NONE PC UNRESTRICTED 2,000
    WOMEN AGAINST ABUSE
    100 S BROAD STREET SUITE 1341
    PHILADELPHIA,PA19110     		NONE PC UNRESTRICTED 5,000
    AGAPE INTERNATIONAL MISSIONS
    2000 OPPURTUNITY DRIVE SUITE 100
    ROSEVILLE,CA95678     		NONE PC UNRESTRICTED 5,000
    COMMUNITY VOLUNTEERS IN MEDICINE
    300 LAWRENCE DRIVE
    WEST CHESTER,PA19380     		NONE PC UNRESTRICTED 5,000
    CONVENANT HOUSE
    TIME SQUARE STATIONPO BOX 731
    NEW YORK,NY10108     		NONE PC UNRESTRICTED 10,000
    CHOP FOUNDATION
    PO BOX 781352
    PHILADELPHIA,PA19178     		NONE PC UNRESTRICTED 1,000
    CREDIT ABUSE RESISTANCE EDUCATION
    66 CANAL CENTER PLAZA SUITE 600
    ALEXANDRIA,VA22314     		NONE PC UNRESTRICTED 2,500
    FAMILY PROMISE
    71 SUMMIT AVENUE
    SUMMIT,NJ07901     		NONE PC UNRESTRICTED 5,000
    FAMILY SERVICE OF CHESTER COUNTY
    301 N MATLACK STREET
    WEST CHESTER,PA19380     		NONE PC UNRESTRICTED 5,000
    HABITAT FOR HUMANITY OF CHESTER COUNTY
    PO BOX 1452
    COATSVILLE,PA19320     		NONE PC UNRESTRICTED 5,000
    REMEMBER NHU
    PO BOX 27000
    AKRON,OH44319     		NONE PC UNRESTRICTED 5,000
    CENTRAL PA FOOD BANK
    3908 COREY ROAD
    HARRISBURG,PA17109     		NONE PC UNRESTRICTED 10,000
    PHILABUNDANCE
    3616 SOUTH GALLOWAY STREET
    PHILADELPHIA,PA19148     		NONE PC UNRESTRICTED 17,000
    ALZHEIMER'S ASSOCIATION NM CHAPTER
    6731 ACADEMY RD NE
    ALBUQUERQUE,NM87109     		NONE PC UNRESTRICTED 10,000
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    PO BOX 96402
    WASHINGTON,DC20090     		NONE PC UNRESTRICTED 5,000
    CONESTOGA YOUTH WRESTLING ASSN
    305 FOREST HILLS CIRCLE
    DEVON,PA19333     		NONE PC UNRESTRICTED 2,000
    FRIARS CLUB WRESTLING
    MALVERN PREP 418 S WARREN AVE
    MALVERN,PA19355     		NONE PC UNRESTRICTED 1,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EASTSUITE 400
    FAIRFIELD,CT06825     		NONE PC UNRESTRICTED 12,500
    CATHOLIC SOCIAL SERVICES
    ARCHDIOCESSE OF PHILA222 N 17TH
    STREET 3RD FL
    PHILADELPHIA,PA19103     		NONE PC UNRESTRICTED 2,000
    JON BON JOVI SOUL FOUNDATION
    1600 MARKET STSUITE 2600
    PHILADELPHIA,PA19103     		NONE PC UNRESTRICTED 5,000
    ST GABRIEL'S FOOD CUPBOARD
    STNOBERT PARISH 50 LEOPARD ROAD
    PAOLI,PA19301     		NONE PC UNRESTRICTED 2,000
    ST NORBERT PARISH
    50 LEOPARD ROAD
    PAOLI,PA19301     		NONE PC UNRESTRICTED 10,000
    HOLY TRINITY PARISH
    11 N KENYON AVENUE
    MARGATE,NJ08402     		NONE PC UNRESTRICTED 7,700
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20090     		NONE PC UNRESTRICTED 20,000
    HELP THE HELPLESS
    PO BOX 270308
    VADNAIS HEIGHTS,MN55127     		NONE PC UNRESTRICTED 10,000
    HOPE FOR HAITI'S CHILDREN
    PO BOX 62328
    CINCINATTI,OH45262     		NONE PC UNRESTRICTED 10,000
    INTERNATIONAL RELIEF TEAMS
    4560 ALVARADO CANYON RD SUITE 1H
    SAN DIEGO,CA92120     		NONE PC UNRESTRICTED 10,000
    SAFE HARBOR OF CHESTER COUNTY
    20 NMATLACK STREET
    WEST CHESTER,PA19380     		NONE PC UNRESTRICTED 4,000
    Total .................................bullet 3a 544,900
    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....     14 231,022  
    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 34,755  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 265,777 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    265,777
    (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:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,201 5,201   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Name of Bond End of Year Book Value End of Year Fair Market Value
    250,000 SHS WELLS FARGO MTG BACKED SEC 2006-6 5.75% 5/25/36 2,287 0
    57428.288 SHS OF AMERICAN BOND FUND OF AMERICA CL F2 806,210 791,936
    70673.700 SHS AMERICAN STRATEGIC BOND FUND F2 827,746 825,469
    29647.871 PERFORMANCE TRUST STRATEGIC BOND 677,231 686,348

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Name of Stock End of Year Book Value End of Year Fair Market Value
    513 SHS VORNADO RLTY TR PFD SER L 5.40% 12,685 12,917
    6229.3753 SHS FS GLOBAL CREDIT OPPORTUNITIES FUND-D 60,000 44,981
    5865.1030 SHS FS ENERGY & POWER ADVISORY 60,000 19,238
    37562.7453 SHS LORD ABBETT BOND DEBENTURE FUND CL F 301,587 315,151
    16658.835 BLACKROCK MID CAP 353,211 733,489
    40229.973 GOLDMAN SACHS GQG PARTNERS 518,560 716,898
    9384.898 MFS GROWTH FUND 1,182,856 1,518,195
    6877.376 WASATCH SMALL CAP GROWTH FUND 227,214 395,862
    36132.284 LORD ABBETT SHORT DURATION 151,830 152,117
    8321.911 SHS CALVERT EQUITY FUND CLASS I 542,744 652,361
    6325.161 SHS FS KKR CAPITAL CORP II 60,000 25,945
    62005.706 SHS PIMCO INCOME FUND CL I3 739,804 750,889
    4182.821 SHS VANGUARD EQUITY INCOME ADMIRAL 309,984 331,823
    5100.287 SH AMERICAN EUROPACIFIC GROWTH FUND 286,184 352,685
    7222.044 SHS ARTISAN SMALL CAP FUND ADVISOR 303,463 373,452
    65874 SHS INVESCO EXCH TRADED FD TR 970,324 1,005,237
    14338.29 STERLING CAPITAL EQUITY INCOME 301,047 331,215

    TY 2020 OtherAssetsSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 2,226 21,884 21,884


    TY 2020 OtherExpensesSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 134 0   134


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Description Beginning of Year - Book Value End of Year - Book Value
    CASH OVERDRAFT 0 51,101


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 67,155 67,155   0


    TY 2020 TaxesSchedule
    Name:
    THE BECKET FAMILY FOUNDATION
     
    C/O ALANE BECKET
    EIN:
    20-5259379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 478 478   0
    FEDERAL TAXES 5,338 0   0
    EXCISE TAX 141 0   0