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
J WILLIAM AND KATHLEEN M STROTT FAMILY
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

22-3526089
B Telephone number (see instructions)

(888) 866-3275
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$606,342J 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... 13,370 13,113  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -7,583
b Gross sales price for all assets on line 6a 106,908
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,787 13,113  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 4,162 2,497   1,665
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 466 125   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,143 2,622 0 3,180
25 Contributions, gifts, grants paid....... 22,448 22,448
26 Total expenses and disbursements. Add lines 24 and 25 28,591 2,622 0 25,628
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,804
b Net investment income (if negative, enter -0-) 10,491
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 128 138 138
2 Savings and temporary cash investments......... 11,962 3,667 3,667
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 443,276 Click to see attachment428,459 602,399
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............     138
13 Investments—other (attach schedule)..........     0
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) 455,366 432,264 606,342
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
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........ 455,366 432,264
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 455,366 432,264
30 Total liabilities and net assets/fund balances (see instructions). 455,366 432,264
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
455,366
2
Enter amount from Part I, line 27a .....................
2
-22,804
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10
4
Add lines 1, 2, and 3 ..........................
4
432,572
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
308
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
432,264
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 1. ADOBE SYS INC COM   2018-06-18 2020-02-06
b 2. ADOBE SYS INC COM   2018-06-18 2020-09-03
c 1. ADVANCED AUTO PTS INC COM   2019-03-18 2020-10-15
d 4. AKAMAI TECHNOLOGIES INC   2018-06-18 2020-04-13
e 2. AKAMAI TECHNOLOGIES INC   2018-06-18 2020-11-05
2. AKAMAI TECHNOLOGIES INC   2018-06-18 2020-12-14
1. AKAMAI TECHNOLOGIES INC   2018-06-18 2020-12-22
2. ALEXION PHARMACEUTICALS INC   2018-06-18 2020-10-15
3. ALPHABET INC SHS CL C   2018-06-18 2020-07-31
2. ALPHABET INC SHS CL A   2018-06-18 2020-06-18
1. AMAZON COM INC   2018-06-18 2020-03-19
5. AMERICAN EXPRESS CO   2018-06-18 2020-10-30
3. AMERICAN EXPRESS CO   2018-06-18 2020-11-06
2. AMERICAN EXPRESS CO   2018-06-18 2020-11-20
1. AMERICAN EXPRESS CO   2018-06-18 2020-11-24
1. AMERICAN EXPRESS CO   2018-06-18 2020-12-02
1. AMERICAN EXPRESS CO   2018-06-18 2020-12-07
2. AMERICAN EXPRESS CO   2018-06-18 2020-12-08
1. AMERICAN EXPRESS CO   2018-06-18 2020-12-10
2. AMERICAN EXPRESS CO   2020-03-04 2020-12-14
1. AMERICAN EXPRESS CO   2019-10-15 2020-12-14
1. AMERICAN EXPRESS CO   2019-02-01 2020-12-14
2. AMGEN INC   2020-03-13 2020-09-18
5. APPLE INC   2018-02-07 2020-02-05
9. APPLE INC   2018-02-08 2020-02-05
25. APPLE INC   2018-02-08 2020-07-23
23. APPLE INC   2018-02-08 2020-09-02
6. APPLE INC   2018-02-26 2020-09-02
27. APPLE INC   2018-02-27 2020-09-02
6. APPLE INC   2018-02-08 2020-09-03
3. APPLE INC   2018-02-08 2020-10-05
5. APPLE INC   2018-02-08 2020-11-25
1. APPLE INC   2018-02-08 2020-11-25
1. BLACKROCK INC CL A   2017-04-04 2020-01-08
2. BLACKROCK INC CL A   2017-04-04 2020-01-09
3. CH ROBINSON WORLDWIDE INC   2019-05-01 2020-09-23
1. CH ROBINSON WORLDWIDE INC   2019-05-08 2020-10-09
1. CH ROBINSON WORLDWIDE INC   2019-05-02 2020-10-09
1. CH ROBINSON WORLDWIDE INC   2019-05-09 2020-10-22
1. CH ROBINSON WORLDWIDE INC   2019-05-23 2020-10-22
1. CH ROBINSON WORLDWIDE INC   2019-05-23 2020-10-26
1. CH ROBINSON WORLDWIDE INC   2020-05-13 2020-10-30
1. CH ROBINSON WORLDWIDE INC   2020-05-13 2020-11-02
2. CH ROBINSON WORLDWIDE INC   2020-05-13 2020-11-18
1. CH ROBINSON WORLDWIDE INC   2020-05-20 2020-11-18
1. CH ROBINSON WORLDWIDE INC   2020-05-28 2020-11-19
10. CARNIVAL CORP   2018-12-18 2020-03-13
246. CARNIVAL CORP   2017-04-04 2020-03-13
7. CARNIVAL CORP   2017-04-15 2020-03-13
20. CARNIVAL CORP   2018-12-17 2020-03-13
40. CARNIVAL CORP   2018-12-18 2020-03-16
2. COMCAST CORP   2018-06-18 2020-09-03
11. COMCAST CORP   2018-06-18 2020-09-18
6. COMCAST CORP   2018-06-18 2020-12-10
4. COMCAST CORP   2018-06-18 2020-12-18
1. COSTCO WHSL CORP NEW   2018-06-18 2020-10-15
32. DELTA AIR LINES INC   2019-04-02 2020-04-27
22. DELTA AIR LINES INC   2019-04-03 2020-04-27
35. DELTA AIR LINES INC   2019-04-05 2020-04-28
40. DELTA AIR LINES INC   2019-04-03 2020-04-28
49. DELTA AIR LINES INC   2019-04-04 2020-04-28
55. DELTA AIR LINES INC   2019-04-08 2020-04-28
4. DISNEY (WALT) CO COM STK   2018-06-18 2020-04-09
3. DISNEY (WALT) CO COM STK   2018-06-18 2020-10-15
2. ECOLAB INC   2018-06-18 2020-02-27
4. FACEBOOK INC   2018-06-18 2020-09-03
1. FACEBOOK INC   2018-06-18 2020-10-23
1. FACEBOOK INC   2018-06-18 2020-11-05
10. FASTENAL CO   2018-11-13 2020-09-02
55. FASTENAL CO   2018-11-14 2020-09-02
23. FASTENAL CO   2018-11-14 2020-09-03
1. FASTENAL CO   2018-11-15 2020-09-04
34. FASTENAL CO   2018-11-14 2020-09-04
30. FASTENAL CO   2018-11-15 2020-09-08
1. WW GRAINGER INC   2018-06-18 2020-03-09
1. WW GRAINGER INC   2018-06-18 2020-10-05
2. HOME DEPOT INC/THE   2018-06-18 2020-04-06
1. HOME DEPOT INC/THE   2018-06-18 2020-10-05
2. HONEYWELL INTERNATIONAL INC   2018-06-18 2020-10-05
2. HONEYWELL INTERNATIONAL INC   2018-06-18 2020-11-05
1. JOHNSON & JOHNSON   2018-06-18 2020-03-03
1. JOHNSON & JOHNSON   2018-07-31 2020-03-03
5. JOHNSON & JOHNSON   2018-07-31 2020-03-13
4. JOHNSON & JOHNSON   2018-07-31 2020-03-19
5. JOHNSON & JOHNSON   2018-07-31 2020-03-24
14. KINDER MORGAN INC/DE   2017-04-04 2020-04-27
70. KINDER MORGAN INC/DE   2017-04-04 2020-04-28
138. KINDER MORGAN INC/DE   2017-04-04 2020-04-29
111. KINDER MORGAN INC/DE   2017-04-04 2020-04-30
1. MC CORMICK & CO INC COMMON NON-VOTING   2018-06-18 2020-03-06
1. MC CORMICK & CO INC COMMON NON-VOTING   2019-01-28 2020-03-09
1. MC CORMICK & CO INC COMMON NON-VOTING   2018-11-23 2020-03-09
1. MC CORMICK & CO INC COMMON NON-VOTING   2019-01-31 2020-03-19
1. MC CORMICK & CO INC COMMON NON-VOTING   2019-01-30 2020-03-19
1. MC CORMICK & CO INC COMMON NON-VOTING   2019-02-05 2020-03-19
1. MC CORMICK & CO INC COMMON NON-VOTING   2019-02-13 2020-03-19
6. MICROSOFT CORPORATION   2017-04-04 2020-03-19
1. MICROSOFT CORPORATION   2017-04-04 2020-10-15
3. MONSTER BEVERAGE SHS   2020-03-05 2020-10-15
1. NUTANIX INC   2018-12-18 2020-10-15
1. NUTANIX INC   2018-11-23 2020-10-15
3. NUTANIX INC   2018-10-23 2020-10-15
2. NUTANIX INC   2018-10-16 2020-10-15
1. NUTANIX INC   2018-10-11 2020-10-15
1. NVIDIA CORP   2018-11-16 2020-04-17
1. NVIDIA CORP   2018-11-16 2020-04-20
1. NVIDIA CORP   2018-11-16 2020-10-05
6. ORACLE CORP   2018-06-18 2020-01-15
4. ORACLE CORP   2018-06-18 2020-03-03
5. ORACLE CORP   2018-06-18 2020-03-05
7. ORACLE CORP   2018-06-18 2020-03-16
15. ORACLE CORP   2018-06-18 2020-03-25
5. PACCAR INC   2018-03-01 2020-02-05
9. PACCAR INC   2018-03-01 2020-02-06
8. PACCAR INC   2018-03-01 2020-02-07
14. PACCAR INC   2018-03-01 2020-02-10
1. PACCAR INC   2018-08-16 2020-02-11
6. PACCAR INC   2018-08-15 2020-02-11
8. PACCAR INC   2018-03-01 2020-02-11
2. PACCAR INC   2018-08-17 2020-02-12
12. PACCAR INC   2018-08-16 2020-02-12
7. PACCAR INC   2018-08-17 2020-02-13
20. PACCAR INC   2018-08-22 2020-02-14
3. PACCAR INC   2018-08-21 2020-02-14
10. PACCAR INC   2018-08-20 2020-02-14
6. PACCAR INC   2018-08-17 2020-02-14
1. PALO ALTO NETWORKS INC   2018-06-18 2020-02-03
1. PALO ALTO NETWORKS INC   2018-06-18 2020-10-05
3. PIONEER NAT RES CO   2018-06-18 2020-04-20
1. PIONEER NAT RES CO   2018-06-18 2020-04-21
2. PIONEER NAT RES CO   2018-06-18 2020-04-22
1. PIONEER NAT RES CO   2018-06-18 2020-04-27
1. PIONEER NAT RES CO   2018-06-18 2020-04-29
2. PIONEER NAT RES CO   2018-11-23 2020-04-29
2. QUALCOMM INC   2018-06-18 2020-09-03
3. QUALCOMM INC   2018-06-29 2020-09-03
2. QUALCOMM INC   2018-06-18 2020-09-03
2. QUALCOMM INC   2018-06-29 2020-11-05
2. SALESFORCE COM INC   2019-11-06 2020-09-03
1. SALESFORCE COM INC   2019-11-06 2020-10-05
8. CHARLES SCHWAB CORP/THE   2018-06-18 2020-03-05
8. CHARLES SCHWAB CORP/THE   2018-06-18 2020-03-09
7. CHARLES SCHWAB CORP/THE   2018-06-18 2020-06-05
7. CHARLES SCHWAB CORP/THE   2018-06-18 2020-06-12
6. CHARLES SCHWAB CORP/THE   2018-11-23 2020-06-16
2. CHARLES SCHWAB CORP/THE   2018-11-23 2020-06-24
3. CHARLES SCHWAB CORP/THE   2019-02-01 2020-06-24
4. CHARLES SCHWAB CORP/THE   2019-03-20 2020-06-24
2. SPLUNK INC   2018-06-18 2020-09-03
1. TEXAS INSTRUMENTS INC   2018-06-18 2020-10-05
1. TEXAS INSTRUMENTS INC   2018-06-18 2020-11-05
1. THERMO FISHER SCIENTIFIC INC   2018-06-18 2020-09-03
1. THERMO FISHER SCIENTIFIC INC   2018-06-18 2020-09-18
1. THERMO FISHER SCIENTIFIC INC   2018-06-18 2020-10-23
8. UBER TECHNOLOGIES INC   2019-05-10 2020-11-05
2. ULTA SALON COSMETICS &   2020-05-21 2020-09-03
4. UNITED PARCEL SERVICE CL B   2018-01-12 2020-09-18
1. UNITED PARCEL SERVICE CL B   2018-01-12 2020-10-15
1. UNITEDHEALTH GROUP INC   2018-06-18 2020-09-18
1. UNITEDHEALTH GROUP INC   2018-06-18 2020-10-23
1. UNITEDHEALTH GROUP INC   2018-06-18 2020-11-05
.65 VIATRIS INC   2017-04-04 2020-11-20
4.84 VIATRIS INC   2019-09-05 2020-12-14
5.58 VIATRIS INC   2019-09-04 2020-12-14
36.58 VIATRIS INC   2017-04-04 2020-12-14
2. VISA INC   2018-06-18 2020-09-03
1. VISA INC   2018-06-18 2020-09-18
185. WELLS FARGO COMPANY   2017-04-04 2020-09-30
132. WELLS FARGO COMPANY   2017-04-04 2020-10-01
1. WELLS FARGO COMPANY   2019-02-01 2020-10-01
3. IHS MARKIT LTD SHS   2018-10-25 2020-09-18
1. IHS MARKIT LTD SHS   2018-10-26 2020-09-18
1. IHS MARKIT LTD SHS   2018-10-30 2020-09-18
3. IHS MARKIT LTD SHS   2018-11-14 2020-11-05
1. LINDE PLC REG SHS   2018-06-18 2020-02-26
1. LINDE PLC REG SHS   2018-06-18 2020-02-28
1. LINDE PLC REG SHS   2018-06-18 2020-03-02
1. LINDE PLC REG SHS   2018-06-18 2020-03-04
1. LINDE PLC REG SHS   2018-06-18 2020-03-06
1. LINDE PLC REG SHS   2019-01-10 2020-03-06
1. LINDE PLC REG SHS   2018-11-23 2020-03-06
2. APTIV PLC SHS   2020-02-27 2020-11-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 367   256 111
b 1,022   511 511
c 155   161 -6
d 376   329 47
e 203   165 38
209   165 44
106   82 24
242   237 5
4,416   3,514 902
2,869   2,359 510
1,911   1,724 187
451   491 -40
291   295 -4
225   197 28
120   98 22
121   98 23
123   98 25
247   197 50
121   98 23
236   227 9
118   118  
118   103 15
491   391 100
1,606   799 807
2,890   1,440 1,450
9,584   4,000 5,584
3,120   920 2,200
814   268 546
3,662   1,211 2,451
753   240 513
346   120 226
580   200 380
116   40 76
508   380 128
1,026   760 266
306   242 64
106   84 22
106   84 22
100   83 17
100   81 19
99   81 18
88   72 16
88   72 16
186   144 42
93   78 15
93   81 12
171   567 -396
4,197   14,381 -10,184
119   398 -279
341   1,124 -783
621   2,269 -1,648
91   66 25
492   361 131
303   197 106
204   131 73
376   207 169
716   1,771 -1,055
492   1,256 -764
815   2,025 -1,210
932   2,283 -1,351
1,141   2,796 -1,655
1,281   3,170 -1,889
422   429 -7
375   322 53
378   290 88
1,167   795 372
279   199 80
292   199 93
497   273 224
2,732   1,536 1,196
1,087   642 445
46   28 18
1,574   950 624
1,324   846 478
258   315 -57
366   315 51
378   400 -22
282   200 82
338   288 50
365   288 77
136   121 15
136   132 4
644   662 -18
513   529 -16
583   662 -79
211   288 -77
1,065   1,441 -376
2,172   2,840 -668
1,697   2,285 -588
149   105 44
145   121 24
145   146 -1
131   124 7
131   123 8
131   124 7
131   129 2
877   394 483
217   66 151
245   202 43
24   41 -17
24   40 -16
72   116 -44
48   83 -35
24   39 -15
291   165 126
290   165 125
541   165 376
329   277 52
199   185 14
243   231 12
312   323 -11
713   692 21
390   350 40
698   630 68
606   560 46
1,052   980 72
76   66 10
454   385 69
605   560 45
153   134 19
919   787 132
528   469 59
1,488   1,355 133
223   204 19
744   682 62
446   402 44
235   213 22
248   213 35
217   558 -341
71   186 -115
159   372 -213
79   186 -107
86   186 -100
173   294 -121
240   118 122
360   169 191
240   116 124
291   113 178
532   318 214
252   159 93
281   443 -162
245   443 -198
305   388 -83
254   388 -134
223   266 -43
68   89 -21
103   141 -38
137   181 -44
420   236 184
143   114 29
155   114 41
427   213 214
429   213 216
481   213 268
327   347 -20
479   440 39
645   535 110
173   134 39
309   255 54
330   255 75
354   255 99
11   9 2
84   74 10
97   84 13
637   528 109
422   272 150
203   136 67
4,347   10,205 -5,858
3,081   7,281 -4,200
23   49 -26
236   152 84
79   51 28
79   51 28
264   153 111
205   163 42
189   163 26
193   163 30
201   163 38
189   163 26
189   160 29
189   157 32
203   159 44
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
      5
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       111
b       511
c       -6
d       47
e       38
      44
      24
      5
      902
      510
      187
      -40
      -4
      28
      22
      23
      25
      50
      23
      9
       
      15
      100
      807
      1,450
      5,584
      2,200
      546
      2,451
      513
      226
      380
      76
      128
      266
      64
      22
      22
      17
      19
      18
      16
      16
      42
      15
      12
      -396
      -10,184
      -279
      -783
      -1,648
      25
      131
      106
      73
      169
      -1,055
      -764
      -1,210
      -1,351
      -1,655
      -1,889
      -7
      53
      88
      372
      80
      93
      224
      1,196
      445
      18
      624
      478
      -57
      51
      -22
      82
      50
      77
      15
      4
      -18
      -16
      -79
      -77
      -376
      -668
      -588
      44
      24
      -1
      7
      8
      7
      2
      483
      151
      43
      -17
      -16
      -44
      -35
      -15
      126
      125
      376
      52
      14
      12
      -11
      21
      40
      68
      46
      72
      10
      69
      45
      19
      132
      59
      133
      19
      62
      44
      22
      35
      -341
      -115
      -213
      -107
      -100
      -121
      122
      191
      124
      178
      214
      93
      -162
      -198
      -83
      -134
      -43
      -21
      -38
      -44
      184
      29
      41
      214
      216
      268
      -20
      39
      110
      39
      54
      75
      99
      2
      10
      13
      109
      150
      67
      -5,858
      -4,200
      -26
      84
      28
      28
      111
      42
      26
      30
      38
      26
      29
      32
      44
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -7,583
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................................ 1 146
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........................... 3 146
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- ..... 5 146
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 296
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 296
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 10 150
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet148 RefundedBullet 11 2
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    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
    WILLIAM J STROTT JR PRESIDENT
    1     		0    
    4976 BRITTANY LANE
    SYRACUSE,NY13215
    DEBORAH STROTT SECRETARY
    1     		0    
    4976 BRITTANY LANE
    SYRACUSE,NY13215
    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.........................bullet  
    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
    528,140
    b
    Average of monthly cash balances.......................
    1b
    16,296
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    544,436
    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
    544,436
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,167
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    536,269
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,813
    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
    26,813
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    146
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    146
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,667
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    26,667
    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
    26,667
    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
    25,628
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    25,628
    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
    25,628
    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 26,667
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 22,448
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 25,628
    a Applied to 2019, but not more than line 2a 22,448
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 3,180
    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 ..........     		23,487
    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.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    WILLIAM J STROTT
    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
    BASILICA OF ST PATRICK OLD CATHEDRAL
    263 MULBERRY STREET
    NEW YORK,NY10012     		N/A PC UNRESTRICTED GENERAL 500
    HOLY TRINITY ROMAN CATHOLIC CHURCH
    213 WEST 82ND STREET
    NEW YORK,NY10001     		N/A PC UNRESTRICTED GENERAL 1,000
    HOLY FAMILY CHURCH
    127 CHAPEL DRRIVE
    SYRACUSE,NY13219     		N/A PC UNRESTRICTED GENERAL 5,100
    ST NORBERT CATHOLIC CHURCH
    50 LEOPARD ROAD
    PAOLI,PA19301     		N/A PC UNRESTRICTED GENERAL 1,000
    TREDYFFRIN & EASTTOWN CARE (akaT&E CARE)
    PO BOX 2111
    SOUTHEASTERN,PA19399     		N/A PC UNRESTRICTED GENERAL 1,062
    FORDHAM PREPARATORY SCHOOL
    441 E FORDHAM ROAD
    BRONX,NY104585149     		N/A PC UNRESTRICTED GENERAL 1,000
    PARENTS OF PS9 INC
    PO BOX 977
    NEW YORK,NY10024     		N/A PC UNRESTRICTED GENERAL 1,000
    FLITE
    PO BOX 806
    SOUTHEASTERN,PA193990806     		N/A PC UNRESTRICTED GENERAL 500
    MINDING YOUR MIND (aka MYM)
    124 SIBLEY AVENUE
    ARDMORE,PA19003     		N/A PC UNRESTRICTED GENERAL 500
    LEAD THE WAY FUND INC
    300 GARDEN CITY PLAZA
    GARDEN CITY,NY11530     		N/A PC UNRESTRICTED GENERAL 250
    BERWYN FIRE COMPANY
    23 BRIDGE AVENUE
    BERWYN,PA193121715     		N/A PC UNRESTRICTED GENERAL 612
    ST JOSEPH'S PREPARATORY SCHOOL
    1733 W GIRARD AVENUE
    PHILADELPHIA,PA19130     		N/A PC SUPPORT PREP CREW ENDOWMENT 3,050
    THE BRANCHES OUTREACH
    9425 3RD AVENUE
    STONE HARBOR,NJ082471926     		N/A PC UNRESTRICTED GENERAL 512
    ST JUDE LEAGUE
    205 W MONROE STREET
    CHICAGO,IL60606     		N/A PC UNRESTRICTED GENERAL 612
    MEMORIES FOR KIDS
    PO BOX 540216
    OMAHA,NE68154     		N/A PC UNRESTRICTED GENERAL 250
    BEV HARTIG HUNTINGTON'S DISEASE FDN
    PO BOX 7228
    FISHERS,IN46038     		N/A PC UNRESTRICTED GENERAL 500
    PTA OF CLINTON SCHOOL FOR WRITERS
    10 E 15TH STREET
    NEW YORK,NY100033103     		N/A PC UNRESTRICTED GENERAL 1,000
    DUKE UNIVERSITY
    PO BOX 90600
    DURHAM,NC27708     		N/A PC UNRESTRICTED GENERAL 2,500
    WEST SIDE CENTER COMMUNITY LIFE - WSCCL
    263 W 86TH STREET
    NEW YORK,NY100243103     		N/A PC UNRESTRICTED GENERAL 1,000
    LUCY OUTREACH
    2907 FEDERAL STREET
    CAMDEN,NJ08105     		N/A PC UNRESTRICTED GENERAL 250
    FRIENDS OF THE ERBEN ORGAN INC
    PO BOX 472
    NEW YORK,NY10276     		N/A PC UNRESTRICTED GENERAL 250
    Total .................................bullet 3a 22,448
    bApproved for future payment
    Total .................................bullet 3b  
    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 13,370  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -7,583  
    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)..   5,787  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,787
    (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:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,500     1,500

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Statement:
    NO FILING REQUIREMENT FOR THE STATE OF NEW JERSEY.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Name of Stock End of Year Book Value End of Year Fair Market Value
    655844108 NORFOLK SOUTHERN COR 9,656 19,959
    594918104 MICROSOFT CORP COM 9,806 28,025
    25243Q205 DIAGEO PLC SPON ADR 12,558 16,675
    718172109 PHILIP MORRIS INTERN 11,780 10,680
    58933Y105 MERCK AND CO INC SHS 12,194 15,706
    548661107 LOWES COMPANIES INC 11,389 21,187
    191216100 COCA-COLA CO/THE 6,604 8,445
    09247X101 BLACKROCK INC 12,369 22,368
    02209S103 ALTRIA GROUP INC 16,343 11,562
    084670702 BERKSHIRE HATHAWAYIN 20,093 25,042
    717081103 PFIZER INC 12,606 14,135
    17275R102 CISCO SYSTEMS INC 10,859 14,454
    172062101 CINCINNATI FINANCIAL 8,023 9,785
    166764100 CHEVRONTEXACO CORP 13,303 11,147
    25746U109 DOMINION ENERGY INC 14,177 14,062
    143658300 CARNIVAL CORP    
    704326107 PAYCHEX INC 8,303 13,325
    22822V101 CROWN CASTLE INTERNA 10,771 16,397
    49456B101 KINDER MORGAN INC/DE    
    92343V104 VERIZON COMMUNICATIO 12,790 14,746
    87612E106 TARGET CORP 5,487 16,947
    458140100 INTEL CORPORATION 9,763 13,451
    949746101 WELLS FARGO & CO NEW    
    67059N108 NUTANIX INC 870 765
    68389X105 ORACLE CORP    
    02079K107 ALPHABET INC SHS    
    023135106 AMAZON COM INC 4,665 9,771
    747525103 QUALCOMM INC 1,257 3,199
    697435105 PALO ALTO NETWORKS I 1,663 2,843
    723787107 PIONEER NAT RES CO    
    883556102 THERMO FISHER SCIENT 1,712 3,260
    00724F101 ADOBE SYS INC COM 1,743 3,501
    00971T101 AKAMAI TECHNOLOGIES 1,364 1,785
    02079K305 ALPHABET INC SHS    
    641069406 NESTLE S A SPONSORED 9,384 12,722
    278865100 ECOLAB INC 1,608 2,380
    29444U700 EQUINIX INC 1,203 2,143
    G47567105 IHS MARKIT LTD SHS 1,711 2,695
    025816109 AMERICAN EXPRESS CO    
    384802104 WW GRAINGER INC 1,467 2,042
    437076102 HOME DEPOT INC/THE 1,583 2,125
    848637104 SPLUNK INC 1,862 2,378
    G5494J103 LINDE PLC REG SHS    
    037833100 APPLE INC 11,757 34,632
    20030N101 COMCAST CORP 16,068 17,240
    311900104 FASTENAL CO 8,234 14,014
    438516106 HONEYWELL INTERNATIO 1,753 2,552
    254687106 WALT DISNEY CO/THE 2,070 3,442
    354613101 FRANKLIN RESOURCES I 7,680 5,873
    478160104 JOHNSON & JOHNSON 19,132 22,033
    67066G104 NVIDIA CORP 852 3,133
    911312106 UNITED PARCEL SERVIC 15,899 22,229
    693718108 PACCAR INC    
    882508104 TEXAS INSTRUMENTS IN 16,892 25,768
    91324P102 UNITEDHEALTH GROUP I 2,809 3,857
    92826C839 VISA INC 3,920 5,906
    928563402 VMWARE INC 1,747 1,683
    015351109 ALEXION PHARMACEUTIC 1,546 2,031
    09061G101 BIOMARIN PHARMACEUTI 1,304 1,228
    22160K105 COSTCO WHSL CORP NEW 1,241 2,261
    30303M102 FACEBOOK INC 4,144 6,556
    579780206 MC CORMICK & CO INC    
    808513105 CHARLES SCHWAB CORP/    
    12541W209 CH ROBINSON WORLDWID    
    79466L302 SALESFORCE COM INC 2,794 3,560
    247361702 DELTA AIR LINES INC    
    00751Y106 ADVANCE AUTO PARTS I 1,721 1,733
    126650100 CVS HEALTH CORP 2,064 2,254
    90353T100 UBER TECHNOLOGIES IN 1,791 2,448
    31620M106 FIDELITY NATL INFO S 2,556 2,688
    654445303 NINTENDO LTD ADR 14,195 16,185
    90384S303 ULTA SALON COSMETICS 1,510 2,010
    G06242104 ATLASSIAN CORP PLC 601 702
    009158106 AIR PRODUCTS & CHEMI 14,429 15,574
    G6095L109 APTIV PLC SHS 922 1,563
    031162100 AMGEN INC 2,403 2,529
    98138H101 WORKDAY INC CL A 683 719
    61174X109 MONSTER BEVERAGE SHS 1,274 1,850
    N6596X109 NXP SEMICONDUCTORS N 1,228 1,590
    N07059210 ASML HLDG NV NY REG 1,118 1,463
    H01301128 ALCON SA ACT NOM 1,156 1,386

    TY 2020 OtherDecreasesSchedule
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Description Amount
    TAX COST ADJ 308


    TY 2020 OtherExpensesSchedule
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 15 0   15


    TY 2020 OtherIncreasesSchedule
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Description Amount
    TYE INCOME ADJ 10


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 4,162 2,497   1,665


    TY 2020 TaxesSchedule
    Name:
    J WILLIAM AND KATHLEEN M STROTT FAMILY
    EIN:
    22-3526089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 125 125   0
    EXCISE TAX - PRIOR YEAR 45 0   0
    EXCISE TAX ESTIMATES 296 0   0