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 LOUIS J KURIANSKY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 E LAS OLAS BLVD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT LAUDERDALE, FL333012387
A Employer identification number

65-0363659
B Telephone number (see instructions)

(954) 768-4026
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$5,646,923
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      
4 Dividends and interest from securities... 96,934 96,934  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 176,419
b Gross sales price for all assets on line 6a 971,608
7 Capital gain net income (from Part IV, line 2)... 176,419
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)....... 285 285  
12 Total. Add lines 1 through 11........ 273,638 273,638  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 66,790 60,111   6,679
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,356 8,356   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,596 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 17,780 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,522 68,467   6,679
25 Contributions, gifts, grants paid....... 332,250 332,250
26 Total expenses and disbursements. Add lines 24 and 25 426,772 68,467   338,929
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -153,134
b Net investment income (if negative, enter -0-) 205,171
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............. 125,711 94,251 94,251
2 Savings and temporary cash investments.........      
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)....... 3,203,864 Click to see attachment2,798,767 4,114,330
c Investments—corporate bonds (attach schedule)....... 1,065,605 Click to see attachment1,350,635 1,438,342
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) 4,395,180 4,243,653 5,646,923
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 4,395,180 4,243,653
29 Total net assets or fund balances (see instructions)..... 4,395,180 4,243,653
30 Total liabilities and net assets/fund balances (see instructions). 4,395,180 4,243,653
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
4,395,180
2
Enter amount from Part I, line 27a .....................
2
-153,134
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,607
4
Add lines 1, 2, and 3 ..........................
4
4,243,653
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
4,243,653
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 NIKE INC CLASS B   2017-12-04 2020-01-07
b DOLLAR GEN CORP   2017-12-04 2020-01-08
c NESTLE S A SPONSORED ADR   2017-12-04 2020-01-15
d O REILLY AUTOMOTIV INC   2017-12-04 2020-12-04
e PPG INDUSTRIES   2019-02-20 2020-03-06
NESTLE S A SPONSORED ADR   2017-12-04 2020-03-13
VISA INC CLASS A   2017-12-04 2020-03-16
ZOETIS INC   2018-02-01 2020-03-16
ADOBE SYS INC   2017-12-04 2020-03-17
MICROSOFT CORP   2017-12-04 2020-03-17
BOOKING HLDGS INC COM   2017-12-04 2020-03-20
O REILLY AUTOMOTIV INC   2017-12-04 2020-03-24
HALLIBURTON CO   2017-12-04 2020-04-14
PAYPAL HLDGS INC   2017-12-04 2020-04-14
AMERIPRISE FINANCIAL INC   2017-12-04 2020-04-17
AMGEN INC   2019-02-20 2020-04-17
ANSYS INC   2019-02-20 2020-04-17
SONY CORP ADR   2018-05-11 2020-04-17
JOHNSON CTLS INTL PLC   2018-01-03 2020-04-17
AMGEN INC   2019-02-20 2020-04-28
ANSYS INC   2019-02-20 2020-04-28
CABOT OIL & GAS   2019-11-19 2020-04-28
DANAHAR CORP   2019-02-20 2020-04-28
SONY CORP ADR   2018-05-11 2020-04-28
UNILEVER   2017-12-04 2020-05-14
AMERIPRISE FINANCIAL INC   2017-12-04 2020-05-26
LENNAR CORP   2017-12-04 2020-05-26
EQUITY LIFESTYLE PPTYS INC REIT   2018-09-26 2020-06-08
HOME DEPOT INC   2017-12-04 2020-06-08
SUN COMMUNITIES INC   2018-09-14 2020-06-08
NIKE INC CLASS B   2017-12-04 2020-06-11
BK AMER CORP   2017-12-04 2020-06-12
MICROSOFT CORP   2017-12-04 2020-06-29
ADOBE SYS INC   2017-12-04 2020-06-30
DANAHAR CORP   2017-12-04 2020-07-27
TWITTER INC   2018-08-29 2020-07-27
MSCI INC COMMON   2019-09-12 2020-08-03
AUTOMATIC DATA PROCESSING INC   2017-12-04 2020-08-04
PAYPAL HLDGS INC   2017-12-04 2020-08-13
PAYPAL HLDGS INC   2019-02-26 2020-08-18
SERVICENEW INC   2020-01-22 2020-08-18
ELANCO ANIMAL HEALTH   2020-05-14 2020-08-19
ALIGN TECHNOLOGY INC   2019-02-28 2020-08-21
TWITTER INC   2018-08-29 2020-09-23
MICROSOFT CORP   2018-06-06 2020-09-29
ABBOOT LABORATORIES   2020-01-15 2020-10-16
ADOBE SYS INC   2017-12-04 2020-10-16
ADOBE SYS INC   2017-12-04 2020-10-16
ALIGN TECHNOLOGY INC   2017-12-04 2020-10-16
ALPHABET INC   2019-06-04 2020-10-16
ALPHABET INC   2009-04-17 2020-10-16
AMERIPRISE FINANCIAL INC   2017-12-04 2020-10-16
AMGEN INC   2017-12-04 2020-10-16
ANSYS INC   2017-12-04 2020-10-16
AUTODESK INC   2020-06-08 2020-10-16
BOK FINL CORP   2017-12-04 2020-10-16
BK AMER CORP   2017-12-04 2020-10-16
CABOT OIL & GAS   2019-11-19 2020-10-16
CAPITAL ONE FINL CORP   2017-12-04 2020-10-16
COCA COLA   2017-12-04 2020-10-16
COMMERCE BANCSHARES   2019-10-22 2020-10-16
CORTEVA INC   2020-01-24 2020-10-16
CULLEN FROST BANKERS   2017-12-04 2020-10-16
DANAHAR CORP   2017-12-04 2020-10-16
DOLLAR GEN CORP   2017-12-04 2020-10-16
EAST WEST BANCORP   2018-03-13 2020-10-16
ELANCO ANIMAL HEALTH   2020-05-14 2020-10-16
EQUITY LIFESTYLE PPTYS INC REIT   2018-09-26 2020-10-16
FACEBOOK INC   2017-12-04 2020-10-16
GARTNER GROUP   2018-03-20 2020-10-16
GENERAL DYNAMICS   2017-12-04 2020-10-16
ILLUMINA INC   2020-10-08 2020-10-16
INTUITIVE SURGICAL   2020-08-28 2020-10-16
J P MORGAN CHASE   2017-12-04 2020-10-16
LENNAR CORP   2017-12-04 2020-10-16
MSCI INC COMMON   2019-09-12 2020-10-16
MARTIN MARRIETTA MATLS   2017-12-04 2020-10-16
MASTERCARD INC CL A   2019-04-23 2020-10-16
MICROSOFT CORP   2017-12-04 2020-10-16
MICROSOFT CORP   2018-01-16 2020-10-16
MICROCHIP TECHNOLOGY INC   2017-12-04 2020-10-16
ADR MITSUBISHI   2017-12-04 2020-10-16
NIKE INC CLASS B   2017-12-04 2020-10-16
ADR NOVARTIS   2017-12-04 2020-10-16
OSHKOSH TRUCK CORP   2017-12-25 2020-10-16
PNC BANK CORP   2020-06-12 2020-10-16
PARKER HANNIPIN   2018-10-18 2020-10-16
PAYPAL HLDGS INC   2019-02-26 2020-10-16
PAYPAL HLDGS INC   2017-12-04 2020-10-16
PHILLIPS 66   2017-12-04 2020-10-16
PIONEER NAT TRES   2017-12-04 2020-10-16
PROCTER & GAMBLE   2020-08-21 2020-10-16
QUALCOM INC   2020-04-16 2020-10-16
RPM INC   2020-06-08 2020-10-16
REGENERON PHARMACUETICALS   2017-12-04 2020-10-16
SALESFORCE   2020-01-08 2020-10-16
SERVICENEW INC   2020-01-22 2020-10-16
SONY CORP ADR   2018-05-11 2020-10-16
STARBUCKS   2018-08-17 2020-10-16
SUN COMMUNITIES INC   2018-09-14 2020-10-16
TWITTER INC   2018-08-29 2020-10-16
TYSON FOODS   2019-06-07 2020-10-16
UNITEDHEALTH GROUP   2020-08-07 2020-10-16
VISA INC CLASS A   2017-12-04 2020-10-16
WALGREENS BOOTS ALLIANCE   2017-12-04 2020-10-16
XYLEM INC   2020-06-06 2020-10-16
ZOETIS INC   2018-02-01 2020-10-16
ALLEGION PLC   2019-06-17 2020-10-16
ACCENTURE PLC   2017-12-04 2020-10-16
JOHNSON CTLS INTL PLC   2018-01-03 2020-10-16
MEDTRONIC PLC   2017-12-04 2020-10-16
ALCON AG COM   2019-05-06 2020-10-16
CHUBB LTD   2017-12-04 2020-10-16
MFB NORTHN MID CAP   2016-12-15 2020-10-19
MFB NORTHN INTL EQTY   2013-09-16 2020-10-19
MFB NORTHERN FUNDS EMERGING MKTS   2019-02-15 2020-11-23
CORTEVA INC   2020-01-24 2020-11-23
MICROCHIP TECHNOLOGY   2017-12-04 2020-11-23
PARKER HANNIPIN   2018-10-18 2020-11-23
COMMERCE BANCSHARES   2019-10-22 2020-12-01
CHUBB LTD   2017-12-04 2020-12-03
BK AMER CORP   2017-12-04 2020-12-23
PAYPAL HLDGS INC   2017-12-04 2020-12-23
PHILLIPS 66   2017-12-04 2020-12-23
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 9,148   5,403 3,745
b 8,196   5,142 3,054
c 8,237   6,604 1,633
d 8,700   4,969 3,731
e 16,975   19,610 -2,635
18,299   16,725 1,574
14,431   9,670 4,761
7,854   5,438 2,416
6,855   4,106 2,749
5,251   3,139 2,112
11,336   15,712 -4,376
16,371   14,411 1,960
3,029   17,131 -14,102
3,373   2,575 798
1,100   1,664 -564
1,160   936 224
1,308   871 437
1,212   909 303
1,054   1,399 -345
2,143   1,686 457
2,564   1,743 821
4,070   3,404 666
3,452   2,345 1,107
2,402   1,818 584
14,999   17,964 -2,965
2,125   2,497 -372
2,207   2,289 -82
1,559   1,232 327
24,521   18,043 6,478
2,124   1,616 508
8,210   5,043 3,167
9,491   11,257 -1,766
6,129   2,551 3,578
6,045   2,395 3,650
4,834   2,384 2,450
1,754   1,693 61
7,475   4,661 2,814
23,167   19,649 3,518
14,204   5,301 8,903
9,960   4,931 5,029
3,938   2,823 1,115
4,486   3,363 1,123
7,361   6,460 901
2,127   1,623 504
22,925   11,076 11,849
4,395   3,770 625
10,556   3,593 6,963
7,072   2,395 4,677
1,711   1,219 492
6,305   4,213 2,092
1,571   196 1,375
5,807   5,659 148
8,313   6,301 2,012
9,563   3,929 5,634
3,387   3,018 369
1,509   2,466 -957
2,570   3,107 -537
6,140   5,677 463
4,039   4,881 -842
6,518   6,000 518
2,413   2,494 -81
6,415   5,224 1,191
1,989   2,936 -947
11,375   4,658 6,717
3,343   1,369 1,974
1,729   3,200 -1,471
5,190   3,112 2,078
2,683   1,997 686
8,292   5,400 2,892
1,691   1,621 70
3,948   5,670 -1,722
1,309   1,322 -13
2,257   2,175 82
5,182   5,486 -304
5,345   4,006 1,339
1,102   699 403
5,987   4,833 1,154
4,783   3,415 1,368
10,140   3,785 6,355
6,416   2,568 3,848
7,367   5,843 1,524
2,400   4,275 -1,875
1,798   841 957
4,581   4,140 441
5,453   6,509 -1,056
4,306   4,355 -49
6,540   4,858 1,682
3,087   1,450 1,637
5,873   2,078 3,795
2,228   4,223 -1,995
1,190   2,035 -845
5,799   5,502 297
6,809   4,063 2,746
6,323   5,551 772
3,006   1,898 1,108
3,378   2,314 1,064
3,705   2,195 1,510
6,106   4,018 2,088
2,402   1,447 955
2,930   1,988 942
4,577   3,563 1,014
3,972   5,463 -1,491
2,316   2,128 188
2,209   1,195 1,014
3,179   6,033 -2,854
5,270   4,567 703
3,601   1,709 1,892
4,535   4,519 16
3,923   2,516 1,407
4,151   3,771 380
7,352   5,688 1,664
5,572   5,353 219
4,820   6,040 -1,220
30,000   28,562 1,438
190,000   182,545 7,455
50,000   45,907 4,093
2,107   1,564 543
1,961   1,307 654
2,714   1,590 1,124
56   49 7
1,229   1,208 21
9,081   8,823 258
2,648   788 1,860
1,453   2,063 -610
30,395     30,395
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       3,745
b       3,054
c       1,633
d       3,731
e       -2,635
      1,574
      4,761
      2,416
      2,749
      2,112
      -4,376
      1,960
      -14,102
      798
      -564
      224
      437
      303
      -345
      457
      821
      666
      1,107
      584
      -2,965
      -372
      -82
      327
      6,478
      508
      3,167
      -1,766
      3,578
      3,650
      2,450
      61
      2,814
      3,518
      8,903
      5,029
      1,115
      1,123
      901
      504
      11,849
      625
      6,963
      4,677
      492
      2,092
      1,375
      148
      2,012
      5,634
      369
      -957
      -537
      463
      -842
      518
      -81
      1,191
      -947
      6,717
      1,974
      -1,471
      2,078
      686
      2,892
      70
      -1,722
      -13
      82
      -304
      1,339
      403
      1,154
      1,368
      6,355
      3,848
      1,524
      -1,875
      957
      441
      -1,056
      -49
      1,682
      1,637
      3,795
      -1,995
      -845
      297
      2,746
      772
      1,108
      1,064
      1,510
      2,088
      955
      942
      1,014
      -1,491
      188
      1,014
      -2,854
      703
      1,892
      16
      1,407
      380
      1,664
      219
      -1,220
      1,438
      7,455
      4,093
      543
      654
      1,124
      7
      21
      258
      1,860
      -610
      30,395
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 2 176,419
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 2,852
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 2,852
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 2,852
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,728
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,728
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 1,876
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,876 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)
    bulletFL, IL
    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 ofbulletNORTHERN TRUST BANK OF FLORIDA Telephone no.bullet (954) 768-4061

    Located atbullet1100 EAST LAS OLAS BLVDFORT LAUDERDALEFL ZIP+4bullet333012387
    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
    JOAN KURIANSKY TRUSTEE
    1.00
    18,870 0 0
    1870 WYOMING AVE APT702
    WASHINGTON,DC200091802
    SHELDON S POLISH TRUSTEE
    1.00
    18,870 0 0
    411 NORTH NEW RIVER DR EAST 2205
    FORT LAUDERDALE,FL33301
    NORTHERN TRUST BANK OF FLORIDA TRUSTEE
    1.00
    29,050 0 0
    1100 E LAS OLAS BLVD
    FORT LAUDERDALE,FL33301
    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
    7,127,727
    b
    Average of monthly cash balances.......................
    1b
    90,145
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,217,872
    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
    7,217,872
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,268
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,109,604
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    355,480
    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
    355,480
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,852
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,852
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    352,628
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    352,628
    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
    352,628
    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
    338,929
    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
    338,929
    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
    338,929
    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 7 352,628
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 358
    c From 2017...... 81,091
    d From 2018...... 44,599
    e From 2019...... 68,256
    fTotal of lines 3a through e........ 194,304
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 338,929
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 338,929
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 13,699 13,699
    (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 5 180,605
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    180,605
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 67,750
    c Excess from 2018.... 44,599
    d Excess from 2019.... 68,256
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AID FOR THE RETARDED INC NKA ARI OF CONNECTICUT INC
    174 RICHMOND HILL AVENUE
    STAMFORD,CT06902
    NONE PUBLIC CHARITY UNRESTRICTED 1,500
    ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNIVERSITY
    1165 MORRIS PARK AVENUE 3RD FL
    BRONX,NY10461
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
    7280 W PALMETTO PARK ROAD SUITE 202
    BOCA RATON,FL33433
    NONE PUBLIC CHARITY UNRESTRICTED 2,000
    AMERICAN JEWISH COMMITTEE
    165 EAST 56TH STREET
    NEW YORK,NY10022
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    AMERICAN JEWISH CONGRESS
    115 EAST 57TH STREET SUITE 11
    NEW YORK,NY10022
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    AMERICAN JOINT DISTRIBUTION COMMITTEE
    220 E 42ND ST 400
    NEW YORK,NY10017
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    AMERICAN ORT
    75 MAIDEN LANE 10TH FLOOR
    NEW YORK,NY10038
    NONE PUBLIC CHARITY UNRESTRICTED 4,000
    AMERICAN SOCIETY FOR TECHNION
    7251 W PALMETTO PARK ROAD SUITE 201
    BOCA RATON,FL33181
    NONE PUBLIC CHARITY UNRESTRICTED 6,500
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158
    NONE PUBLIC CHARITY UNRESTRICTED 15,000
    BASCOM PALMER EYE INSTITUTE
    UNIVERSITY OF MIAMI SCHOOL OF
    MEDICINE PO BOX 016880
    MIAMI,FL33101
    NONE PUBLIC CHARITY UNRESTRICTED 3,000
    BI-CULTURAL DAY SCHOOL
    2186 HIGH RIDGE ROAD
    STAMFORD,CT06903
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    CONGREGATION AGUDATH SHOLOM
    301 STRAWBERRY HILL AVENUE
    STAMFORD,CT06902
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    DAY CAMP SCHOLARSHIP FUND ITALIAN CENTER OF STAMFORD INC
    1620 NEWFIELD AVENUE
    STAMFORD,CT06905
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    FAIRFIELD COUNTY COMMUNITY FOUNDATION INC (STAMFORD COMMUNITY FUND)
    383 MAIN AVENUE
    NORWALK,CT06851
    NONE PUBLIC CHARITY UNRESTRICTED 10,000
    HADASSAH
    50 WEST 58TH STREET
    NEW YORK,NY10019
    NONE PUBLIC CHARITY UNRESTRICTED 1,300
    JEWISH COMMUNITY FOUNDATION OF THE UJC
    5890 S PINE ISLAND ROAD
    DAVIE,FL33328
    NONE PUBLIC CHARITY UNRESTRICTED 75,250
    JEWISH FAMILY SERVICES OF STAMFORD
    733 SUMMER STREET 6TH FLOOR
    STAMFORD,CT06901
    NONE PUBLIC CHARITY UNRESTRICTED 22,000
    JEWISH SENIOR SERVICES
    5890 S PINE ISLAND RD
    DAVIE,FL33328
    NONE PUBLIC CHARITY UNRESTRICTED 25,000
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
    NONE PUBLIC CHARITY UNRESTRICTED 9,200
    JEWISH FAMILY SERVICES OF BROWARD COUNTY
    5890 S PINE ISLAND ROAD
    DAVIE,FL33328
    NONE PUBLIC CHARITY UNRESTRICTED 12,000
    JHE FOUNDATION INC
    175 JEFFERSON ST
    FAIRFIELD,CT06825
    NONE PUBLIC CHARITY UNRESTRICTED 15,000
    JOE DIMAGGIO CHILDREN'S HOSPITAL
    1005 JOE DIMAGGIO DR
    HOLLYWOOD,FL33021
    NONE PUBLIC CHARITY UNRESTRICTED 2,500
    KEREN-OR INC
    350 SEVENTH AVENUE SUITE 200
    NEW YORK,NY10001
    NONE PUBLIC CHARITY UNRESTRICTED 1,500
    KIDS IN DISTRESS
    819 NE 26TH STREET
    FORT LAUDERDALE,FL33305
    NONE PUBLIC CHARITY UNRESTRICTED 4,000
    NEW ISRAEL FUND
    1101 14TH STREET 6TH FLOOR
    WASHINGTON,DC20005
    NONE PUBLIC CHARITY UNRESTRICTED 10,000
    NEW YORK UNIVERSITY SCHOOL OF LAW
    40 WASHINGTON SQUARE S
    NEW YORK,NY10012
    NONE PUBLIC CHARITY UNRESTRICTED 22,500
    STAMFORD HIGH SCHOOL
    55 STRAWBERRY HILL AVENUE
    STAMFORD,CT06902
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    STAMFORD HOSPITAL FOUNDATION
    1351 WASHINGTON BLVD SUITE 202
    STAMFORD,CT06902
    NONE PUBLIC CHARITY UNRESTRICTED 2,000
    STAMFORD JEWISH CENTER INC
    1035 NEWFIELD AVENUE PO BOX 3326
    STAMFORD,CT06905
    NONE PUBLIC CHARITY UNRESTRICTED 25,500
    UNIIVERSITY OF MIAMI - ROSENFELD PROGRAM IN JEWISH EDUCATION
    1320 S DIXIE HIGHWAY
    CORAL GABLES,FL33124
    NONE PUBLIC CHARITY UNRESTRICTED 5,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024
    NONE PUBLIC CHARITY UNRESTRICTED 1,000
    UNITED WAY OF BROWARD COUNTY
    1300 SOUTH ANDREWS AVENUE
    FORT LAUDERDALE,FL33316
    NONE PUBLIC CHARITY UNRESTRICTED 3,000
    UNITED WAY OF STAMFORD INC
    62 PALMERS HILL ROAD
    STAMFORD,CT06902
    NONE PUBLIC CHARITY UNRESTRICTED 42,500
    Total .................................bullet 3a 332,250
    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 96,934  
    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.....     14 285  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 176,419  
    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).. 0 273,638 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    273,638
    (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 LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CPA FEES 8,056 8,056   0
    NORTHERN TRUST TAX FEE 300 300   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MFB NORTHERN HIGH YIELD FIXED INCOME FUND 410,965 438,235
    MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 50,220 53,641
    MFC ISHARES TRUST CORE US AGGREGATED BD ETF 889,450 946,466

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORES 42,150 58,249
    ACCENTURES PLC SHS CL A 28,415 50,152
    ADOBE SYSTEMS INC 36,610 107,025
    ALCON AG COM 12,671 15,571
    ALIGN TECHNOLOGY INC 14,755 33,666
    ALLEGION PLC 14,502 16,060
    ALPHABET INC CL A 50 SHS 2,747 24,537
    ALPHABET INC CL C 65 SHS 12,580 75,331
    AMERIPRISE FINL INC 14,945 18,461
    AMGEN INC 15,231 18,624
    ANSYS INC COM 12,449 29,468
    BOK FINL CORP 8,702 6,574
    CABOT OIL & GAS 12,400 11,803
    CAPITAL ONE FINL CORP COM 13,113 13,938
    CHUBB LTD ORD 10,457 11,236
    COCA COLA CO COM 265 SHS 13,245 16,397
    CULLEN FROST BANKERS 7,854 7,066
    DANAHER CORP 16,201 31,544
    DOLLAR GEN CORP 14,326 33,017
    EAST WEST BANCORP INC 14,685 11,511
    EQUITY LIFESTYLES PPTYS INC 5,712 7,603
    FACEBOOK INC COM 52,950 89,596
    GARTNER INC 20,514 26,752
    GENERAL DYNAMICS CORP 14,955 11,757
    JOHNSON CTLS INTL PLC COM 13,097 16,027
    JP MORGAN CHASE & CO 119 SHS 14,723 18,425
    LENNAR CORP CL A 15,284 18,905
    LENNAR CORP CL B 259 306
    MARTIN MARIETTA MATLS INC 12,211 16,754
    MASTERCARD INC CL A 27,320 53,184
    MEDTRONIC PLC 12,260 17,805
    MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX 62,641 396,815
    MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX 139,233 164,208
    MFB NORTHERN FDS EMERGING MARKETS EQUITY INDEX FD 103,008 142,293
    MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD 154,289 168,344
    MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 207,377 239,462
    MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRAESTRUCTURE INDEX FD 118,040 138,808
    MFC ISHARES TR RUSSELL 2000 INDEX FD 1,500 65,550 171,356
    MFO AIM INVT FDS INVESCO 160,959 211,687
    MFO NEUBERGER BERMAN EQUITY FDS INTL 419,985 689,063
    MICROCHIP TECHNOLOGY INC 13,854 21,959
    MICROSOFT CORP COM 43,810 82,160
    MITSUBISHI UFJ FINL GROUP INC 11,725 7,522
    MSCI INC COMMOM 11,652 22,327
    NIKE INC CL B 500 SHS 10,927 25,748
    NOVARTIS AG 11,661 14,448
    OSHKOSH CORPORATION 15,283 14,804
    PARKER-HANNIFIN CORP 10,811 18,534
    PAYPAL HLDGS INC 28,231 51,783
    PHILLIPS 66 COM 13,666 9,862
    PIONEER NAT RES CO 10,282 7,631
    REGENERON PHARMACEUTICALS INC 20,503 26,088
    SALESFORCE COM INC 32,163 42,726
    SERVICENOW INC COM 23,722 48,988
    SONY CORP AMERN SH NEW 10,849 23,152
    STARBUCKS CORP COM 500 SHS 21,916 37,764
    SUN COMMUNITIES INC 5,517 8,357
    TWITTER INC COM 11,587 17,328
    TYSON FOODS INC CL A 14,827 12,115
    VISA INC COM CL A 26,619 53,589
    WALGREENS BOOTS ALLIANCE INC 10,207 5,982
    ZOETIS INC 23,754 49,154
    PNC FINANCIAL SERCICES GROUP 12,729 16,986
    PROCTER GABMLE 17,050 17,253
    QUALCOMM INC 11,422 22,699
    CINCINNATI FINCIAL CORP 12,637 12,843
    CORTEVA INC 12,989 18,005
    ELANCO ANIMAL HEALTH 8,781 14,078
    RPM INTERNATIONAL 15,204 17,157
    XYELM INC 12,980 16,490
    AUTODESK INC 28,010 51,297
    ILLUMINA INC COM 21,622 24,420
    INTUITIVE SURGICAL INC 20,286 22,907
    UNITEDHEALTH GROUP 28,277 32,613
    OTHER EQUITY INVESTMENTS 274,809 56,181

    TY 2020 OtherExpensesSchedule
    Name:
    THE LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATE ANNUAL REPORT 61 0   0
    ILLINOIS ATTORNEY GENERAL ANNUAL FILING FEE 15 0   0
    OTHER MISC EXPENSES 57 0   0
    MANAGEMENT FEES 17,647 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EMPIRE STATE REALTY TRUST 32 32 32
    SUN COMMUNITIES INC 43 43 43
    EQTY LIFESTYLES PPTYS INC REIT 65 65 65
    MFO NEUBERGER BERMAN EQTY FD 145 145 145


    TY 2020 OtherIncreasesSchedule
    Name:
    THE LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Description Amount
    ADJUSTMENT OF CARRYING VALUE 1,522
    NONDIVIDEND DISTRIBUTION 85


    TY 2020 TaxesSchedule
    Name:
    THE LOUIS J KURIANSKY FOUNDATION INC
    EIN:
    65-0363659
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,596 0   0