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
SOBECKI FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)80 WOODLAND AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLEASANTVILLE, NY105703611
A Employer identification number

81-6130118
B Telephone number (see instructions)

(212) 371-1717
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$22,139,370
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,193 1,193  
4 Dividends and interest from securities... 228,893 212,287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,783,183
b Gross sales price for all assets on line 6a 20,964,742
7 Capital gain net income (from Part IV, line 2)... 4,783,183
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)....... 801 801  
12 Total. Add lines 1 through 11........ 5,014,070 4,997,464  
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)....... 6,825 0   6,825
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,601 1,868   750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,274 8,274   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,700 10,142   7,575
25 Contributions, gifts, grants paid....... 1,049,650 1,049,650
26 Total expenses and disbursements. Add lines 24 and 25 1,094,350 10,142   1,057,225
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,919,720
b Net investment income (if negative, enter -0-) 4,987,322
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............. 35,580 110,327 110,327
2 Savings and temporary cash investments......... 6,904,955 4,992,331 4,992,331
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)....... 6,751,198 Click to see attachment11,710,126 17,036,712
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) 13,691,733 16,812,784 22,139,370
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,691,733 16,812,784
29 Total net assets or fund balances (see instructions)..... 13,691,733 16,812,784
30 Total liabilities and net assets/fund balances (see instructions). 13,691,733 16,812,784
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
13,691,733
2
Enter amount from Part I, line 27a .....................
2
3,919,720
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,611,453
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
798,669
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,812,784
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,914,694   16,181,559 4,733,135
b 50,048     50,048
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       4,733,135
b       50,048
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,783,183
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 69,324
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 69,324
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 69,324
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,000
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 10 676
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet676 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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCHRISTOPHER SOBECKI Telephone no.bullet (212) 371-1717

    Located atbullet80 WOODLAND DRIVEPLEASANTVILLENY ZIP+4bullet10570
    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
    CHRISTOPHER SOBECKI TRUSTEE
    0.00
    0 0 0
    80 WOODLAND DRIVE
    PLEASANTVILLE,NY10570
    PATRICE SOBECKI TRUSTEE
    0.00
    0 0 0
    80 WOODLAND DRIVE
    PLEASANTVILLE,NY10570
    ROBERT LAURENCE SOBECKI TRUSTEE
    0.00
    0 0 0
    800 HIGH SCHOOL WAY APT 214
    MOUNTAIN VIEW,CA94041
    CARLY ANN SOBECKI TRUSTEE
    0.00
    0 0 0
    80 WOODLAND DRIVE
    PLEASANTVILLE,NY10570
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,845,030
    b
    Average of monthly cash balances.......................
    1b
    6,949,047
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,794,077
    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
    20,794,077
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    311,911
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,482,166
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,024,108
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,024,108
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    69,324
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,324
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    954,784
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    954,784
    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
    954,784
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,057,225
    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
    1,057,225
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,057,225
    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 7 954,784
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 996,032
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,057,225
    a Applied to 2019, but not more than line 2a 996,032
    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..... 61,193
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    893,591
    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).)
    CHRISTOPHER SOBECKI
    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:
    CHRISTOPHER SOBECKI
    80 WOODLAND DRIVE
    PLEASANTVILLE,NY10570
    (212) 371-1717
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    ACTION AGAINST HUNGER
    1 WHITEHALL STREET FLOOR 2
    NEW YORK,NY10004
      PC CHARITABLE ACTIVITIES 3,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
      PC CHARITABLE ACTIVITIES 6,000
    BOSTON HEALTHCARE FOR THE HOMELESS
    780 ALBANY STREET
    BOSTON,MA02118
      PC CHARITABLE ACTIVITIES 4,000
    BOSTON UNIVERSITY ACADEMY
    595 COMMONWEALTH AVE SUITE 700
    BOSTON,MA02215
      PC CHARITABLE ACTIVITIES 2,000
    CERES
    99 CHAUNCY ST 6TH FLOOR
    BOSTON,MA02111
      PC CHARITABLE ACTIVITIES 150,000
    CHILDREN ON THE EDGE
    5 THE VICTORIA 25 ST PANCRAS
    WEST SUSSEX,PO19 7LT  
    UK
      PC CHARITABLE ACTIVITIES 50,000
    DRESS FOR SUCCESS BOSTON
    989 COMMONWEALTH AVENUE
    BOSTON,MA02115
      PC CHARITABLE ACTIVITIES 3,500
    ENVIRONMENTAL DEFENSE FUND
    C/O GIFT PROCESSING 257 PARK AVENUE
    SOUTH
    NEW YORK,NY10010
      PC CHARITABLE ACTIVITIES 215,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104
      PC CHARITABLE ACTIVITIES 12,250
    FXB USA INC
    64 BEAVER STREET SUITE 115
    NEW YORK,NY10004
      PC CHARITABLE ACTIVITIES 30,000
    JUMPSTART FOR YOUNG CHILDREN
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210
      PC CHARITABLE ACTIVITIES 7,000
    KARAM FOUNDATION
    230 NORTHGATE 742
    LAKE FOREST,IL60045
      PC CHARITABLE ACTIVITIES 142,200
    KARAM SPECIAL GRANT
    230 NORTHGATE 742
    LAKE FOREST,IL60045
      PC CHARITABLE ACTIVITIES 50,000
    KGSA FOUNDATION
    1263 OSCEOLA AVENUE
    ST PAUL,MN55105
      PC CHARITABLE ACTIVITIES 25,000
    MERCY COLLEGE
    555 BROADWAY
    DOBBS FERRY,NY10522
      PC CHARITABLE ACTIVITIES 17,900
    NAMI
    3803 N FAIRFAX DR SUITE 100
    ARLINGTON,VA22203
      PC CHARITABLE ACTIVITIES 150,000
    NEW ENERGY NEXUX (ENVENTURE)
    436 14TH STREET SUITE 1220
    OAKLAND,CA94612
      PC CHARITABLE ACTIVITIES 5,000
    OLIN COLLEGE OF ENGINEERING
    1000 OLIN WAY
    NEEDHAM,MA02492
      PC CHARITABLE ACTIVITIES 3,150
    PART OF THE SOLUTION
    2759 WEBSTER AVENUE
    BRONX,NY104583708
      PC CHARITABLE ACTIVITIES 80,000
    REGIS HIGH SCHOOL
    55 E 84TH ST
    NEW YORK,NY10028
      PC CHARITABLE ACTIVITIES 5,000
    RHETT SYNDROME RESEARCH TRUST
    67 UNDER CLIFF ROAD
    TRUMBULL,CT06611
      PC CHARITABLE ACTIVITIES 2,750
    THE BAIL PROJECT
    PO BOX 750
    VENICE,CA90294
      PC CHARITABLE ACTIVITIES 12,450
    THE DOOR
    121 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
      PC CHARITABLE ACTIVITIES 56,450
    TOO YOUNG TO WED
    1112 MAIN STREET 1ST FLOOR
    PEEKSILL,NY10567
      PC CHARITABLE ACTIVITIES 2,000
    WHY HUNGER
    505 EIGHTH AVENUE SUITE 2100
    NEW YORK,NY10018
      PC CHARITABLE ACTIVITIES 10,000
    YMCA OF THE USA
    101 N WACKER DRIVE
    CHICAGO,IL60606
      PC CHARITABLE ACTIVITIES 5,000
    Total .................................bullet 3a 1,049,650
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,193  
    4 Dividends and interest from securities....     14 228,893  
    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.....     14 801  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 4,783,183  
    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 5,014,070 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,014,070
    (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:
    SOBECKI FAMILY FOUNDATION
    EIN:
    81-6130118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 6,825 0   6,825

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SOBECKI FAMILY FOUNDATION
    EIN:
    81-6130118
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVUS ALTERNATIVE STRATEGY FUND, LTD - ELIGIBLE - SERIES 4 2,500,000 2,953,926
    E V ATLANTA CAP SMID CAP I (EISMX) 532,492 567,072
    INVESCO DEVELOPING MKTS Y (ODVYX) 116,994 141,027
    VAN ECK EMERGING MARKETS Y (EMRYX) 117,082 136,903
    INVESCO RUSSELL 1000 R DYN ETF (OMFL) 848,370 1,074,458
    ISHARES GOLD TRUST (IAU) 1,102,347 1,047,461
    ISHARES SILVER SHARES (SLV) 149,733 145,700
    SPROTT JR. GOLD MINERS ETF (SGDJ) 195,969 201,867
    COMM SERV SELECT SECTOR SPDR 160,962 183,681
    CONS DISCRET SEL SECT SPDR FD 169,215 186,344
    ENERGY SEL SECT SPDR FD 59,799 59,806
    HEALTH CARE SEL SECT SPDR FD 173,977 186,949
    INDUSTRIAL SEL SEC SPDR FD 165,806 195,961
    ISHARES EDGE MSCI MIN VOL USA 870,089 929,277
    ISHARES MSCI ASIA EX-JAPAN ETF 131,555 152,247
    ISHARES RUSSELL 2000 ETF 87,102 111,166
    THE FINANCIAL SEL SECT SPDR FD 167,688 203,618
    THE TECHNOLOGY SEL SEC SPDR FD 211,078 240,927
    VANGUARD FTSE PACIFIC ETF 85,749 103,228
    VANGUARD INTL EQUITY INDEX FD 303,479 348,643
    2U INC COM 2,948 2,721
    A O SMITH CORP 3,754 4,221
    ABB LTD 3,356 3,635
    ABBOTT LABORATORIES 32,794 43,687
    ACTIVISION BLIZZARD INC 4,480 4,921
    AES CORP 1,647 2,374
    AIA GROUP LTD SPON ADR 5,391 7,222
    AIR PROD & CHEM INC 36,993 40,163
    AIRBUS SE UNSPONSORED ADR 3,220 4,344
    ALARM COM HLDGS INC COM 5,263 9,104
    ALIGN TECHNOLOGY 2,973 5,344
    ALPHABET INC CL A 148,971 613,424
    ALPHABET INC CL C 5,622 15,767
    AMAZON INC 83,400 814,233
    AMEDISYS INC 5,816 7,333
    AMERICA MOVIL SA DE CV ADR L 1,337 1,541
    AMERICAN TOWER REIT COM 3,556 3,142
    AMERICAN WATER WORKS CO 32,894 37,447
    AMETEK INC NEW 7,820 9,796
    AMN HEALTHCARE SVCS INC 4,216 5,051
    ANHEUSER BUSCH INBEV SA SPON 1,356 1,678
    ANSYS INC 9,725 11,278
    AON PLC CL A 2,161 2,324
    APPLE INC 81,043 538,315
    ARAMARK HOLDINGS CORPORATION 4,953 8,696
    ASAHI KAISEI CORP ADR 2,646 3,301
    ASML HOLDING NV NY REG NEW 5,494 7,316
    ASPEN TECHNOLOGY INC 2,427 3,126
    ASTRAZENECA PLC ADR 5,007 4,499
    AUTODESK INC DELAWARE 4,325 5,496
    AVALARA INC 3,745 4,947
    BALL CORPORATION 4,545 5,684
    BERKSHIRE HATHAWAY CL-B 29,818 37,795
    BERKSHIRE HATHAWAY INC CL B 69,302 137,035
    BIO-TECHNE CORP 6,054 7,304
    BLACKLINE INC 5,498 8,003
    BRITISH AMER TOB SPON ADR 2,170 2,437
    BROADCOM INC 4,900 6,568
    BROWN FORMAN CORP CL B 29,340 42,177
    CABOT OIL & GAS CORP A 25,585 27,204
    CARLSBERG AS 3,651 4,048
    CASEYS GEN STORES INC 351 357
    CDW CORPORATION 10,488 11,993
    CHARTER COMMUNICATIONS INC 2,461 2,646
    CHEMED CORP 98,230 373,094
    CHEMED CORPORATION 1,714 7,457
    CHEVRON CORP 3,964 3,800
    CHURCH & DWIGHT CO INC 29,952 40,475
    CITIZENS FINANCIAL GROUP INC 2,536 3,290
    CITRIX SYSTEMS INC 30,062 27,061
    CLOROX CO 29,341 34,528
    CME GROUP INC 32,358 34,407
    COCA COLA CO 30,038 36,359
    COGENT COMMUNICATIONS HOLDINGS INC 51,316 73,475
    COGNEX CORP 3,798 4,496
    COMCAST CORP (NEW) CLASS A 3,231 3,982
    COMPAGNIE FIN RICHEMONTAG ADR 2,093 3,016
    COOPER CO INC NEW 9,704 11,626
    COPART INC 29,865 54,081
    COSTAR GROUP INC 7,471 8,319
    COSTCO WHOLESALE CORP NEW 32,467 41,823
    CROWN CASTLE INTL CORP 1,973 1,910
    CSX CORP 2,386 2,995
    DANAHER CORP 24,712 133,284
    DANAHER CORPORATION 5,724 9,108
    DANONE SPONSORED ADR 2,431 2,424
    DARDEN RESTAURANTS 30,734 62,538
    DENTSPLY SIRONA INC 6,275 7,645
    DIAGEO PLC SPON ADR NEW 9,889 11,593
    DNB ASA SPONSORED ADR 2,596 3,216
    DUKE REALTY CORP 29,837 36,692
    ECOLAB INC 29,632 40,676
    EDWARD LIFESCIENCES CORP 35,840 42,422
    ENEL SOCIETA PER AZIONI ADR 4,328 4,811
    EQUINIX INC 33,753 37,137
    EQUITY RESIDENTIAL 29,708 29,106
    ESSEX PROPERTY TRUST INC 29,578 32,289
    ESSILORLUXOTTICA ADR 2,974 3,577
    EXPONENT INC 3,219 4,141
    FACEBOOK INC CL-A 1,278 1,366
    FASTENAL CO 8,391 8,643
    FEDL RLTY INVT TRUST S B I 30,303 33,963
    FIDELITY NATL INFORMATION SE 6,617 6,366
    FISERV INC COM 14,427 16,282
    FIVE BELOW 6,222 10,324
    GENMAB A S ADR 2,973 3,334
    GENTEX CORP 3,066 3,834
    GILEAD SCIENCE 2,478 2,097
    GLOBAL PAYMENT INC 14,542 17,880
    GLOBANT S.A 8,807 10,445
    GODADDY INC. 18,945 19,825
    GRAND CANYON ED INC COM 6,817 6,238
    GUIDEWIRE SOFTWARE INC 5,806 6,951
    HEDGEPREMIER/RIEF FUND LP 100,000 99,978
    HEICO CORP NEW 6,194 8,209
    HILTON WORLDWIDE HLDGS INC 1,768 1,891
    HLTH CARE SVC GRP 4,331 4,524
    HOME DEPOT INC 39,816 107,374
    HONEYWELL INTERNATIONAL INC 2,490 3,191
    IAC INTERACTIVECORP NEW 3,831 5,491
    INDUSTRIA DE DISENO TEXTIL IND 1,633 1,604
    INTEL CORP 37,689 29,145
    INTERCONTINENTAL EXCHANGE INC 3,083 3,689
    JACK HENRY & ASSOC INC 4,907 4,374
    JOHNSON & JOHNSON 29,744 35,253
    JOHNSON AND JOHNSON 114,895 191,401
    JPMORGAN CHASE & CO 77,755 196,323
    KERING S A ADR NEW 2,192 2,174
    KEYENCE CORP 3,257 4,494
    KLA CORPORATION 2,216 2,848
    KONINKLIJKE PHIL EL SP ADR NEW 3,437 3,575
    KORNIT DIGITAL LTD SHS 4,518 7,130
    L OREAL CO ADR 2,987 3,427
    L3HARRIS TECHNOLOGIES INC 37,492 30,999
    LENNOX INTL INC 2,999 3,014
    LONDON STK EXCHANGE GROUP ADR 1,827 2,001
    LVMH MOET HENNESSY LOUIS VUITT 2,495 3,492
    MARKEL CORP 6,369 6,200
    MARSH & MCLENNAN COS INC 1,887 1,872
    MARTIN MARIETTA MATERIALS 4,998 6,531
    MERCK AND CO INC 68,829 123,600
    MICROSOFT CORP 134,564 787,406
    MIDDLEBY CORP DEL 2,015 2,578
    MONDELEZ INTL INC COM 29,823 34,322
    MOODYS CORP 2,755 2,902
    MORNINGSTAR INC 53,100 150,752
    NASDAQ INC COM 29,808 40,486
    NATL INSTRUMS CP 3,189 3,867
    NEOGEN CP 4,851 4,837
    NESTLE SPON ADR REP REG SHR 9,306 9,306
    NORTHROP GRUMMAN CP 3,279 3,047
    NOVO NORDISK A/S ADR 5,216 5,728
    OLLIES BARGAIN OUTLET HLDG INC 5,806 4,579
    OMNICOM GROUP 39,692 33,867
    O'REILLY AUTOMOTIVE INC NEW 8,357 8,146
    ORTHOPEDIATRICS CORP 2,836 2,393
    PAYCHEX INC 30,104 44,447
    PAYCOM SOFTWARE INC 5,871 9,045
    PAYLOCITY HOLDING CORPORATION 2,922 4,530
    PEGASYSTEMS INC 7,887 9,062
    PERNOD RICARD SA UNSPONS ADR 2,300 2,569
    PFIZER INC 28,152 33,497
    PHILIP MORRIS INTL INC 2,400 2,484
    PLURALSIGHT INC COM CL A 4,222 4,045
    PRA GROUP INC 2,595 2,340
    PROGRESSIVE CORP OHIO 33,297 39,354
    PROS HLDG INC 2,976 4,265
    PROTO LABS 5,815 6,750
    REALTY INCOME CORP 29,848 35,748
    RECKITT BENCKISER PLC SPNS ADR 4,571 4,077
    REPUBLIC SERVICES INC 29,856 38,135
    RITCHIE BROTHERS AUCTIONEERS 4,677 6,677
    ROLLINS INC 6,114 6,681
    ROSS STORES INC 8,729 12,158
    ROYAL BK CDA ARN NT LKD 21 177,000 180,540
    ROYAL CARIBBEAN CRUISES LTD 1,419 2,091
    ROYAL KPN NV SPONS ADR 1,517 1,783
    RYANAIR HLDGS PLC ADR 1,780 2,530
    SAFRAN SA 4,590 5,567
    SALESFORCE COM INC 30,370 184,032
    SAP AG 3,217 2,608
    SEAGEN INC 4,176 4,554
    SHERWIN WILLIAMS COMPANY OHIO 7,867 8,819
    SHIN ETSU CHEM CO LTD ADR 2,996 4,398
    SMC CORP COMMON 2,118 2,439
    STARBUCKS CORP 42,455 161,957
    STERIS PLC 6,651 9,287
    STERIS PLC REG SHS 134,613 341,930
    SYSCO CORP 30,019 47,675
    TAIWAN SMCNDCTR MFG CO LTD ADR 6,921 9,377
    TAKE TWO INTERACTIVE SOFTWARE 29,349 51,740
    TARGET CORPORATION 36,473 55,430
    TELADOC HEALTH INC 6,651 6,199
    TELEFLEX INC 11,367 12,759
    TENCENT HLDGS LTD UNSPON ADR 4,018 4,026
    TERUMO CORP ADR UNSPONS ADR 710 761
    THERMO FISHER SCIENTIFIC 11,110 12,576
    TJX COS INC NEW 15,117 19,189
    TOTAL S A ADR 1,813 1,928
    TRANSUNION 6,910 7,342
    TYLER TECHNOLOGIES INC 8,374 10,040
    U S BANCORP COM NEW 9,343 11,834
    UBS GROUP AG SHS 2,890 2,812
    UNITEDHEALTH GP INC 33,534 46,290
    VERISK ANALYTICS INC COM 14,032 15,569
    VERIZON COMMUNICATIONS 29,760 32,136
    VISA INC CL A 72,895 209,562
    VULCAN MATERIALS CO 30,061 44,345
    WABTEC CORP 1,389 1,610
    WATSCO INC 3,278 3,172
    WEST PHARMACEUTICAL SVCS INC 8,149 8,499
    WHITE MOUNTAIN GRP BERMUDA 19,991 23,015
    WILLIS TOWERS WATSON PUB LTD 30,209 37,080
    WORKIVA INC CLASS A 4,151 6,688
    WW INTERNATIONAL INC 60,980 122,000
    YUM BRANDS INC 1,908 2,280

    TY 2020 OtherDecreasesSchedule
    Name:
    SOBECKI FAMILY FOUNDATION
    EIN:
    81-6130118
    Description Amount
    CHANGE IN VALUE OF INVESTMENTS 763,169
    PRIOR PERIOD ADJUSTMENT 35,500


    TY 2020 OtherExpensesSchedule
    Name:
    SOBECKI FAMILY FOUNDATION
    EIN:
    81-6130118
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR BANK FEES 8,274 8,274   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SOBECKI FAMILY FOUNDATION
    EIN:
    81-6130118
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CASH IN LIEU OF DIVIDENDS 801 801 801


    TY 2020 TaxesSchedule
    Name:
    SOBECKI FAMILY FOUNDATION
    EIN:
    81-6130118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NY FILING FEE 750 0   750
    FEDERAL TAXES 26,983 0   0
    FOREIGN TAXES 1,868 1,868   0