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
DR ROBERT C & TINA SOHN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)N LEBEN GEN II 805 3RD AVE NO
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100227541
A Employer identification number

99-0306576
B Telephone number (see instructions)

(212) 408-0596
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,913,788J 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 163 163  
4 Dividends and interest from securities... 84,622 84,622  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 194,816
b Gross sales price for all assets on line 6a 1,691,867
7 Capital gain net income (from Part IV, line 2)... 194,816
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 279,601 279,601  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,000 54,000   126,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 56,130 0   56,130
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,659 0   6,659
c Other professional fees (attach schedule).... Click to see attachment 32,758 32,758   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 534 534   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,615 383   1,232
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 277,696 87,675   190,021
25 Contributions, gifts, grants paid....... 493,995 493,995
26 Total expenses and disbursements. Add lines 24 and 25 771,691 87,675   684,016
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -492,090
b Net investment income (if negative, enter -0-) 191,926
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............. 91,001 152,986 152,986
2 Savings and temporary cash investments......... 92,036 131,323 131,323
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) 555,752 Click to see attachment520,863 555,300
b Investments—corporate stock (attach schedule)....... 2,237,204 Click to see attachment1,785,525 2,429,094
c Investments—corporate bonds (attach schedule)....... 398,381 Click to see attachment325,605 345,944
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 288,857 Click to see attachment254,839 264,691
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment34,450 Click to see attachment34,450 Click to see attachment34,450
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,697,681 3,205,591 3,913,788
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........... 3,697,681 3,205,591
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........    
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)..... 3,697,681 3,205,591
30 Total liabilities and net assets/fund balances (see instructions). 3,697,681 3,205,591
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
3,697,681
2
Enter amount from Part I, line 27a .....................
2
-492,090
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,205,591
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
3,205,591
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,688,950   1,497,051 191,899
b 2,917     2,917
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       191,899
b       2,917
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 194,816
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 2,668
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 2,668
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 2,668
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,215
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 2,215
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 9 453
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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)
    bulletHI
    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 addressbulletHTTP://SOHNFOUNDATION.ORG/
    14
    The books are in care ofbulletNORMAN LEBEN Telephone no.bullet (212) 408-0596

    Located atbulletC/O GEN II 805 3RD AVE FL 24NEW YORKNY ZIP+4bullet100227541
    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
     
    No
    ........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
    BARRY R SHAPIRO TRUSTEE, PRESIDENT, CEO
    30.00     		96,000 18,877 0
    C/O N LEBEN GEN II 805 3RD AVE 24TH
    FL
    NEW YORK,NY100227513
    NORMAN LEBEN TRUSTEE, EVP, CFO
    30.00     		84,000 22,341 0
    C/O N LEBEN GEN II 805 3RD AVE 24TH
    FL
    NEW YORK,NY100227513
    STELLA LELLOS TRUSTEE
    0.10     		0 0 0
    C/O N LEBEN GEN II 805 3RD AVE 24TH
    FL
    NEW YORK,NY100227513
    RAYMOND S KASEVICH TRUSTEE
    0.10     		0 0 0
    C/O N LEBEN GEN II 805 3RD AVE 24TH
    FL
    NEW YORK,NY100227513
    WILLIAM LEONE TRUSTEE
    0.10     		0 0 0
    C/O N LEBEN GEN II 805 3RD AVE 24TH
    FL
    NEW YORK,NY100227513
    DANIEL SEITZ TRUSTEE
    0.10     		0 0 0
    C/O N LEBEN GEN II 805 3RD AVE 24TH
    FL
    NEW YORK,NY100227513
    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
    3,583,634
    b
    Average of monthly cash balances.......................
    1b
    320,337
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,903,971
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,903,971
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,560
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,845,411
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    192,271
    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
    192,271
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,668
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,668
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    189,603
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    189,603
    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
    189,603
    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
    684,016
    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
    684,016
    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
    684,016
    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 7 189,603
    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...... 497,986
    b From 2016...... 396,472
    c From 2017...... 379,635
    d From 2018...... 487,594
    e From 2019...... 523,083
    fTotal of lines 3a through e........ 2,284,770
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 684,016
    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..... 189,603
    e Remaining amount distributed out of corpus 494,413
    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 2,779,183
    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) ...     		497,986
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,281,197
    10 Analysis of line 9:
    a Excess from 2016.... 396,472
    b Excess from 2017.... 379,635
    c Excess from 2018.... 487,594
    d Excess from 2019.... 523,083
    e Excess from 2020.... 494,413
    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
    ACUPUNCTURISTS WITHOUT BORDERS
    4605 NE FREMONT STREET SUITE 204B
    PORTLAND,OR972131715     		N/A PC GENERAL SUPPORT 2,500
    ALLIANCE FOR CLIMATE EDUCATION
    4674 BROADWAY SUITE A
    BOULDER,CO80304     		N/A PC GENERAL SUPPORT 7,500
    ALVIN AILEY AMERICAN DANCE THEATER
    405 W 55TH STREET
    NEW YORK,NY100194402     		N/A PC GENERAL SUPPORT 1,000
    AMERICAN BALLET THEATRE
    890 BROADWAY 3RD FLOOR
    NEW YORK,NY100031278     		N/A PC GENERAL SUPPORT 1,000
    ANTI-DEFAMATION LEAGUE
    40 COURT STREET 12TH FLOOR
    BOSTON,MA021082212     		N/A PC GENERAL SUPPORT 2,500
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE SUITE 2
    BOSTON,MA021293740     		N/A PC GENERAL SUPPORT 2,500
    ARTS CONNECTION
    520 EIGHTH AVENUE ROOM 321
    NEW YORK,NY100188906     		N/A PC GENERAL SUPPORT 2,500
    BALLET TECH FOUNDATION INC
    890 BROADWAY 3RD FLOOR
    NEW YORK,NY100031211     		N/A PC GENERAL SUPPORT 1,000
    BEGINNING WITH CHILDREN FOUNDATION
    217 HAVEMEYER STREET SUITE 2
    BROOKLYN,NY112116277     		N/A PC GENERAL SUPPORT 20,000
    BERKSHIRE GROWN
    PO BOX 983
    GREAT BARRINGTON,MA012300983     		N/A PC GENERAL SUPPORT 15,000
    BERKSHIRE PULSE
    PO BOX 37
    HOUSATONIC,MA012360037     		N/A PC GENERAL SUPPORT 1,000
    BERKSHIRE SUPERGENARIANS
    C/O BERKSHIRES TOMORROW 1 FENN
    STREET SUITE 201
    PITTSFIELD,MA012016278     		N/A PC GENERAL SUPPORT 500
    BERKSHIRE WILDLIFE SANCTUARIES
    472 W MOUNTAIN ROAD
    LENOX,MA021402037     		N/A PC GENERAL SUPPORT 12,500
    BOSTON BALLET
    19 CLARENDON STREET
    BOSTON,MA021166100     		N/A PC GENERAL SUPPORT 2,500
    BROOKLYN BRIDGE PARK CONSERVANCY INC
    334 FURMAN STREET SUITE 1
    BROOKLYN,NY112019720     		N/A PC GENERAL SUPPORT 5,000
    CARY INSTITUTE OF ECOSYSTEM STUDIES
    PO BOX AB 2801 SHARON TURNPIKE
    MILLBROOK,NY125450129     		N/A PC GENERAL SUPPORT 10,000
    CATA
    40 RAILROAD STREET SUITE 6
    GREAT BARRINGTON,MA012301570     		N/A PC GENERAL SUPPORT 25,000
    CENTER FOR ECOTECHNOLOGY
    112 ELM STREET
    PITTSFIELD,MA012016533     		N/A PC GENERAL SUPPORT 5,000
    CHILDREN'S HEALTH DEFENSE
    1227 N PEACHTREE PARKWAY SUITE 202
    PEACHTREE,GA302691743     		N/A PC GENERAL SUPPORT 10,000
    CHILDREN'S HEALTH FUND
    215 W 125TH STREET SUITE 301
    NEW YORK,NY100274472     		N/A PC GENERAL SUPPORT 2,500
    CITIZENS COMMITTEE FOR NEW YORK CITY
    77 WATER STREET SUITE 202
    NEW YORK,NY100054420     		N/A PC GENERAL SUPPORT 6,050
    CITY PARKS FOUNDATION
    836 FIFTH AVENUE
    NEW YORK,NY10065     		N/A PC GENERAL SUPPORT 2,500
    CLEAN WATER FUND
    PO BOX 188
    MOUNT CLEMENS,MI480360188     		N/A PC GENERAL SUPPORT 2,500
    CYCLE FOR SURVIVAL MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 27432
    NEW YORK,NY100877432     		N/A PC GENERAL SUPPORT 1,500
    EAST END HOSPICE
    PO BOX 1048
    WESTHAMPTON BEACH,NY119787048     		N/A PC GENERAL SUPPORT 5,000
    FAMILIAL DYSAUTONOMIA FOUNDATION
    315 W 39TH STREET SUITE 701
    NEW YORK,NY100181469     		N/A PC GENERAL SUPPORT 1,000
    FIGURE SKATING IN HARLEM
    361 W 125TH STREET ROOM 200
    NEW YORK,NY100274844     		N/A PC GENERAL SUPPORT 10,000
    FOOD & WATER WATCH
    1616 P STREET NW
    WASHINGTON,DC200361408     		N/A PC GENERAL SUPPORT 15,000
    FOOD ANIMAL CONCERNS TRUST
    3525 W PETERSON AVENUE SUITE 213
    CHICAGO,IL606593314     		N/A PC GENERAL SUPPORT 2,500
    GREEN AMERICA
    1612 K STREET NW SUITE 600
    WASHINGTON,DC200062810     		N/A PC GENERAL SUPPORT 5,000
    GROW NYC
    PO BOX 2327
    NEW YORK,NY102722327     		N/A PC GENERAL SUPPORT 2,500
    HADASSAH
    430 DEMOTT AVENUE
    ROCKVILLE CENTER,NY115701865     		N/A PC GENERAL SUPPORT 1,000
    HARMONY PROGRAM
    1700 BROADWAY 39TH FLOOR
    NEW YORK,NY100195905     		N/A PC GENERAL SUPPORT 1,000
    HEALTHY SCHOOLS NETWORK INC
    153 REGENT STREET SUITE 1050
    SARATOGA SPRING,NY128664392     		N/A PC GENERAL SUPPORT 5,000
    HEART
    PO BOX 738
    MAMARONECK,NY105430738     		N/A PC GENERAL SUPPORT 5,000
    HUMANE FARMING ASSOCIATION
    PO BOX 3577
    SAN RAFAEL,CA949123577     		N/A PC GENERAL SUPPORT 1,000
    ICAN
    2025 GUADALUPE STREET SUITE 260
    AUSTIN,TX787055642     		N/A PC GENERAL SUPPORT 5,000
    INTERNATIONAL CINEMA EDUCATION INC
    PO BOX 363
    NEW YORK,NY100280004     		N/A PC GENERAL SUPPORT 10,000
    JACOB'S PILLOW DANCE
    358 GEORGE CARTER ROAD
    BECKET,MA012234001     		N/A PC GENERAL SUPPORT 10,000
    JBFCS
    135 W 50TH STREET 6TH FLOOR
    NEW YORK,NY100261201     		N/A PC GENERAL SUPPORT 30,000
    KIDS KICKING CANCER INC
    27600 NORTHWESTERN HIGHWAY SUITE
    220
    SOUTHFIELD,MI480348448     		N/A PC GENERAL SUPPORT 12,000
    KRIPALU
    PO BOX 309
    STOCKBRIDGE,MA012620309     		N/A PC GENERAL SUPPORT 10,000
    MAHAIWE PERFORMING ARTS CENTER
    PO BOX 690
    GREAT BARRINGTON,MA012300690     		N/A PC GENERAL SUPPORT 10,000
    MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION (MIRA)
    105 CHAUNCY STREET SUITE 901
    BOSTON,MA021111757     		N/A PC GENERAL SUPPORT 10,000
    MOMS AGAINST FLUORIDATION
    PO BOX 17081
    ASHEVILLE,NC288167081     		N/A PC GENERAL SUPPORT 10,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH STREET
    NEW YORK,NY100114211     		N/A PC GENERAL SUPPORT 25,000
    NEW MARLBOROUGH LAND TRUST
    PO BOX 275
    SOUTHFIELD,MA012590275     		N/A PC GENERAL SUPPORT 1,000
    NEW YORK CITY BALLET
    20 LINCOLN CENTER PLAZA
    NEW YORK,NY100236913     		N/A PC GENERAL SUPPORT 10,000
    NORMAN ROCKWELL MUSEUM
    PO BOX 308
    STOCKBRIDGE,MA012620308     		N/A PC GENERAL SUPPORT 12,945
    ORION
    1 SHORT STREET SUITE 3
    NORTHAMPTON,MA010603952     		N/A PC GENERAL SUPPORT 1,000
    PROJECT UNDERSTANDING
    31 FAIRFIELD DRIVE
    DIX HILLS,NY117467108     		N/A PC GENERAL SUPPORT 1,000
    PROSPECT PARK ALLIANCE
    95 PROSPECT PARK WEST
    BROOKLYN,NY112153709     		N/A PC GENERAL SUPPORT 10,000
    QUEENS BOTANICAL GARDEN
    4350 MAIN STREET
    FLUSHING,NY113554758     		N/A PC GENERAL SUPPORT 10,000
    REED FOUNDATION FOR AUTISM
    25 POTASH ROAD
    OAKLAND,NJ074361612     		N/A PC GENERAL SUPPORT 5,000
    SAMUEL WAXMAN CANCER RESEARCH FOUNDATION
    420 LEXINGTON AVE SUITE 825
    NEW YORK,NY101700899     		N/A PC GENERAL SUPPORT 25,000
    SHAKESPEARE & COMPANY
    70 KEMBLE STREET
    LENOX,MA012402813     		N/A PC GENERAL SUPPORT 26,000
    SOLAR ONE
    37 W 26TH STREET SUITE 209
    NEW YORK,NY100101129     		N/A PC GENERAL SUPPORT 10,000
    SUNFLOWER BAKERY
    8507 ZIGGY LANE
    GAITHERSBURG,MD208774107     		N/A PC GENERAL SUPPORT 2,500
    THE BATTERY
    ONE WHITEHALL STREET 17TH FLOOR
    NEW YORK,NY100042109     		N/A PC GENERAL SUPPORT 1,000
    THE CORNUCOPIA INSTITUTE
    PO BOX 126
    CORNUCOPIA,WI548270126     		N/A PC GENERAL SUPPORT 2,500
    THE NUTRITION CENTER
    PO BOX 1082
    GREAT BARRINGTON,MA012306082     		N/A PC GENERAL SUPPORT 1,000
    THE PETER WESTBROOK FOUNDATION
    PO BOX 7554
    NEW YORK,NY101167554     		N/A PC GENERAL SUPPORT 2,500
    THE SYLVIA CENTER
    2417 THIRD AVENUE SUITE 301
    BRONX,NY104516338     		N/A PC GENERAL SUPPORT 5,000
    THE VISCARDI CENTER
    201 I U WILLETS ROAD
    ALBERTSON,NY115071516     		N/A PC GENERAL SUPPORT 10,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE SUITE 6
    CAMBRIDGE,MA021383780     		N/A PC GENERAL SUPPORT 5,000
    VAN CORTLANDT PARK ALLIANCE
    80 VAN CORTLANDT PARK SOUTH SUITE
    E1
    BRONX,NY104633044     		N/A PC GENERAL SUPPORT 2,500
    VIM
    777 MAIN STREET SUITE 4
    GREAT BARRINGTON,MA012302224     		N/A PC GENERAL SUPPORT 1,000
    WAM THEATRE INC
    PO BOX 712
    LENOX,MA012400712     		N/A PC GENERAL SUPPORT 1,000
    WNET - THIRTEEN
    825 EIGHTH AVENUE 14TH FLOOR
    NEW YORK,NY100197416     		N/A PC GENERAL SUPPORT 20,000
    Total .................................bullet 3a 493,995
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 163  
    4 Dividends and interest from securities....     14 84,622  
    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 ............     		    18 194,816  
    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).. 0 279,601 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    279,601
    (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:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION 6,659 0   6,659

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALPHABET INC GLB 08/15/27 126650CX6) 6,000 QTY 5,996 5,997
    AMAZON.COM INC GLB 0.800% 06/03/25 (023135BQ8) 12,000 QTY 12,078 12,176
    AMERICAN EXPRESS CO GLB 3.400% 02/27/23 (025816BS7) 15,000 QTY 14,746 15,953
    AMERICAN EXPRESS CO GLB 3.700% 08/03/23 (025816BW8) 6,000 QTY 6,088 6,497
    AMERICAN EXPRESS CREDIT SER MTN 2.700% 03/03/22 (0258M0EG0) 5,000 QTY 5,010 5,128
    ANHEUSER-BUSCH INBEV FIN COMPANY 4.900% 02/01/46 (035242AN6) 6,000 QTY 6,679 7,711
    APPLE INC GLB 2.400% 05/03/23 (037833AK6) 15,000 QTY 14,626 15,734
    APPLE INC GLB 2.450% 08/4/26 (037833BZ2) 6,000 QTY 5,940 6,549
    BP CAP MARKETS AMERICA COMPANY GUARNT 4.234% 11/06/28 (10373QAE0) 15,000 QTY 16,594 17,926
    CITIGROUP INC 3.200% 10/21/26 (172967KY6) 15,000 QTY 14,793 16,765
    CVS HEALTH CORP GLB 3.700% 03/09/23 (126650CV0) 2,000 QTY 2,095 2,140
    CVS HEALTH CORP GLB 4.300% 03/25/28 (126650CX6) 5,000 QTY 5,864 5,950
    EXXON MOBIL CORPORATION GLB 1.571% 04/15/23 (30231GBL5) 12,000 QTY 12,281 12,341
    FISERV INC GLB 3.200% 07/01/26 (337738AT5) 7,000 QTY 7,192 7,841
    GOLDMAN SACHS GROUP INC GLB 3.500% 11/16/26 (38145GAH3) 20,000 QTY 20,336 22,453
    JPMORGAN CHASE & CO GLB 3.200% 01/25/23 (46625HJH4) 15,000 QTY 14,737 15,879
    JPMORGAN CHASE & CO GLB VAR% 04/22/31 (46647PBL9) 11,000 QTY 11,949 11,823
    MICROSOFT CORP GLB 3.125% 11/03/25 (594918BJ2) 15,000 QTY 14,762 16,769
    MORGAN STANLEY SER F GLB 3.875% 04/29/24 (61746BDQ6) 15,000 QTY 15,230 16,617
    MORGAN STANLEY SER GMTN GLB 3.875% 01/27/26 (61746BDZ6) 16,000 QTY 16,589 18,353
    ORACLE CORP GLB 3.400% 07/08/24 (68389XAU9) 8,000 QTY 8,091 8,756
    QUALCOMM INC GLB 2.150% 05/20/30 (747525BK8) 15,000 QTY 16,011 15,875
    TORONTO-DOMINION BANK SER GMTN 3.500% 07/19/23 (89114QC48) 6,000 QTY 6,086 6,493
    VERIZON COMMUNICATIONS GLB 2.650% 11/20/40 (92343VFT6) 6,000 QTY 6,141 6,059
    VERIZON COMMUNICATIONS GLB 4.329% 09/21/28 (92343VER1) 20,000 QTY 22,365 24,085
    VISA INC GLB 3.150% 12/14/25 (92826CAD4) 10,000 QTY 11,125 11,219
    WAL-MART STORES INC 2.650% 12/1524 (931142DV2) 7,000 QTY 7,079 7,591
    WELLS FARGO & CO SER MTN GLB 4.600% 04/01/21 (94974BEV8) 25,000 QTY 25,122 25,264

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A N S Y S INC (ANSS) 20.000 SHARES 3,427 7,276
    ABBOTT LABS (ABT) 15.000 SHARES 1,055 1,642
    ABBVIE INC (ABBV) 99.000 SHARES 13,190 16,608
    ACCENTURE PLC SHS (ACN) 99.000 SHARES 13,330 25,860
    ADTRAN INC (ADTN) 95.000 SHARES 1,541 1,403
    AGILENT TECHNOLOGIES INC (A) 9.000 SHARES 1,045 1,066
    AIR PRODUCTS&CHEM (APD) 40.000 SHARES 6,661 10,929
    ALEXANDER & BALDWIN INC (ALEX) 58.000 SHARES 1,541 996
    ALEXANDRIA REAL EST EQTS (ARE) 16.000 SHARES 2,023 2,852
    ALIBABA GROUP HOLDING LT (BABA) 124.000 SHARES 22,149 28,859
    ALLSCRIPTS HEALTHCARE SOLUTIONS (MDRX) 240.000 SHARES 2,386 3,466
    ALPHABET INC SHS CL A (GOOGL) 10.000 SHARES 10,762 17,526
    ALPHABET INC SHS CL C (GOOG) 10.000 SHARES 10,713 17,519
    ALTRIA GROUP INC (MO) 108.000 SHARES 6,306 4,428
    AMAZON COM INC (AMZN) 14.000 SHARES 22,563 45,597
    AMER EXPRESS COMPANY (AXP) 185.000 SHARES 20,965 22,368
    AMERICAN AXLE&MFG HLDGS (AXL) 98.000 SHARES 1,055 817
    AMERISOURCEBERGEN CORP (ABC) 53.000 SHARES 4,727 5,181
    AMGEN INC (AMGN) 16.000 SHARES 3,369 3,679
    ANALOG DEVICES INC (ADI) 93.000 SHARES 8,861 13,739
    ANTHEM INC (ANTM) 43.000 SHARES 12,425 13,807
    AON PLC (AON) 14.000 SHARES 1,625 2,958
    APPLE INC (AAPL) 279.000 SHARES 11,940 37,021
    APPLIED INDUSTRL TECH (AIT) 45.000 SHARES 2,625 3,510
    ARCH CAPITAL GRP LTD BM (ACGL) 163.000 SHARES 4,703 5,879
    ASSURED GUARANTY LTD (AGO) 50.000 SHARES 1,576 1,575
    AT&T INC (T) 446.000 SHARES 14,046 12,827
    AUTODESK INC DEL PV$0.01 (ADSK) 144.000 SHARES 15,227 43,969
    AUTOMATIC DATA PROC (ADP) 58.000 SHARES 7,296 10,220
    AVALONBAY CMMUN INC (AVB) 29.000 SHARES 6,330 4,652
    AVNET INC (AVT) 43.000 SHARES 1,697 1,510
    BANCORP (THE) BANK (TBBK) 105.000 SHARES 847 1,433
    BEACON ROOFING SUPPLY INC (BECN) 82.000 SHARES 2,393 3,296
    BECTON DICKINSON CO (BDX) 28.000 SHARES 6,636 7,006
    BERRY GLOBAL GROUP INC (BERY) 74.000 SHARES 3,967 4,158
    BEST BUY CO INC (BBY) 60.000 SHARES 5,815 5,987
    BLACK KNIGHT HOLDCO CORP (BKI) 110.000 SHARES 5,680 9,719
    BLACKROCK INC (BLK) 23.000 SHARES 9,576 16,595
    BOEING COMPANY (BA) 122.000 SHARES 20,007 26,115
    BOSTON PPTYS INC (BXP) 23.000 SHARES 2,784 2,174
    BRIGHT HORIZONS FAMILY (BFAM) 11.000 SHARES 1,475 1,903
    BRINKS CO (BCO) 41.000 SHARES 1,901 2,952
    BRISTOL-MYERS SQUIBB CO (BMY) 233.000 SHARES 12,518 14,453
    BRIXMOR PPTY GROUP INC (BRX) 148.000 SHARES 1,720 2,449
    BROOKFIELD ASSET MGMT INC CL A (BAM) 378.000 SHARES 10,014 15,600
    BROOKFIELD INFRASTRUCTURE CORP CL A (BIPC) 73.000 SHARES 2,995 5,278
    BROOKFIELD PPTY REIT INC CL A (BPYU) 53.000 SHARES 1,038 792
    BROOKFIELD RENEWABLE CORP EXCH RE CL A (BEPC) 9.000 SHARES 325 524
    BROOKLINE BANCORP INC (BRKL) 190.000 SHARES 2,789 2,288
    BROWN & BROWN INC FLA (BRO) 109.000 SHARES 2,698 5,168
    BROWN FORMAN CORP CL B (BFB) 27.000 SHARES 1,275 2,145
    BUILDERS FIRSTSOURCE INC (BLDR) 36.000 SHARES 594 1,469
    CABOT CORP (CBT) 57.000 SHARES 2,197 2,558
    CANNAE HOLDINGS INC (CNNE) 20.000 SHARES 704 885
    CAPITAL ONE FINL (COF) 34.000 SHARES 3,034 3,361
    CARMAX INC (KMX) 110.000 SHARES 6,126 10,391
    CBRE GROUP INC CL A (CBRE) 117.000 SHARES 4,508 7,338
    CELANESE CORP DEL SER A (CE) 7.000 SHARES 782 910
    CERNER CORP (CERN) 126.000 SHARES 7,840 9,888
    CHATHAM LODGING TR (CLDT) 149 SHARES 3,030 1,609
    CHEVRON CORP (CVX) 213.000 SHARES 25,203 17,988
    CHUBB LTD (CB) 118.000 SHARES 15,749 18,163
    CISCO SYSTEMS INC (CSCO) 644.000 SHARES 29,038 28,819
    CIT GROUP INC (CIT) 68.000 SHARES 1,080 2,441
    CITIGROUP INC (C) 53.000 SHARES 3,192 3,268
    CME GROUP INC (CME) 118.000 SHARES 20,635 21,482
    CMS ENERGY CORP (CMS) 91.000 SHARES 4,186 5,552
    CNO FINL GROUP INC (CNO) 133.000 SHARES 2,202 2,957
    COCA COLA COM (KO) 103.000 SHARES 5,051 5,649
    COGNEX CORP (CGNX) 10.000 SHARES 442 803
    COLFAX CORP (CFX) 34.000 SHARES 1,036 1,300
    COLGATE PALMOLIVE (CL) 248.000 SHARES 17,331 21,206
    COLONY CAPITAL INC CL A (CLNY) 215.000 SHARES 1,315 1,034
    COLUMBIA SPORTSWEAR CO (COLM) 37.000 SHARES 3,011 3,233
    COMCAST CORP NEW CL A (CMCSA) 662.000 SHARES 24,484 34,689
    COMMERCIAL METALS CO (CMC) 30.000 SHARES 433 616
    COMMSCOPE HLDG CO INC (COMM) 146.000 SHARES 2,032 1,956
    CONOCOPHILLIPS (COP) 232.000 SHARES 13,249 9,278
    COOPER STD HOLDINGS ORD (CPS) 47.000 SHARES 2,655 1,629
    COPART INC (CPRT) 91.000 SHARES 4,607 11,580
    COSTAR GROUP INC (CSGP) 9.000 SHARES 5,773 8,319
    COVANTA HLDG CORP (CVA) 285.000 SHARES 3,157 3,742
    CREDIT ACCEPTANCE CORP (CACC) 14.000 SHARES 5,358 4,846
    CROWN HLDGS INC (CCK) 25.000 SHARES 1,688 2,505
    CVS HEALTH CORP (CVS) 82.000 SHARES 6,963 5,601
    CYRUSONE INC (CONE) 160.000 SHARES 9,633 11,704
    DEERE CO (DE) 117.000 SHARES 18,604 31,479
    DESIGNER BRANDS INC CL A (DBI) 96.000 SHARES 1,481 734
    DISNEY (WALT) CO (DIS) 123.000 SHARES 15,141 22,285
    DOLBY LABORATORIES INC CL A (DLB) 14.000 SHARES 954 1,360
    DOLLAR GENERAL CORP (DG) 9.000 SHARES 992 1,893
    DOMINOS PIZZA INC (DPZ) 12.000 SHARES 3,204 4,602
    DOVER CORP (DOV) 101.000 SHARES 8,401 12,751
    DUKE REALTY CORP (DRE) 184.000 SHARES 7,111 7,354
    EAGLE MATERIALS INC (EXP) 21.000 SHARES 1,618 2,128
    EATON CORP PLC (ETN) 97.000 SHARES 8,204 11,654
    ELI LILLY & CO (LLY) 49.000 SHARES 5,389 8,273
    ENERGIZER HOLDINGS INC (ENR) 60.000 SHARES 2,404 2,531
    ENERPAC TOOL GROUP CORP (EPAC) 52.000 SHARES 1,257 1,176
    ENSIGN GROUP INC (ENSG) 39.000 SHARES 1,602 2,844
    ENSTAR GROUP LTD (ESGR) 6.000 SHARES 1,088 1,229
    ENTERGY CORP (ETR) 36.000 SHARES 4,327 3,594
    EOG RESOURCES INC (EOG) 67.000 SHARES 3,378 3,341
    EQUINIX INC (EQIX) 5.000 SHARES 1,902 3,571
    EXPEDITORS INTL WASH INC (EXPD) 149.000 SHARES 9,379 14,171
    F N B CORP (FNB) 366.000 SHARES 2,630 3,477
    FACEBOOK INC CLASS A (FB) 137.000 SHARES 24,922 37,423
    FACTSET RESH SYS INC (FDS) 27.000 SHARES 5,542 8,978
    FASTENAL COMPANY (FAST) 106.000 SHARES 3,172 5,176
    FID NATIONAL FINL INC (FNF) 136.000 SHARES 4,424 5,316
    FIDELITY NATL INFO SVCS INC (FIS) 182.000 SHARES 17,485 25,746
    FIRST HAWAIIAN INC (FHB) 106.000 SHARES 1,639 2,499
    FIRST HORIZON CORP (FHN) 359.000 SHARES 3,521 4,581
    FIRST MIDWST BANCORP DEL (FMBI) 171.000 SHARES 2,394 2,722
    FIRST REP BK SAN FRNCISC (FRC) 22.000 SHARES 2,213 3,232
    FLEX LTD (FLEX) 60.000 SHARES 587 1,079
    FRANKLIN STR PPTYS CORP (FSP) 341.000 SHARES 3,082 1,490
    GALLAGHER ARTHUR J & CO (AJG) 40.000 SHARES 2,869 4,948
    GARTNER INC (IT) 38.000 SHARES 5,001 6,087
    GENL DYNAMICS CORP (GD) 52.000 SHARES 8,881 7,739
    GENTHERM INC (THRM) 30.000 SHARES 1,200 1,957
    GLATFELTER (GLT) 93 SHARES 1,500 1,523
    GRANITE CONST INC DEL (GVA) 134.000 SHARES 5,095 3,579
    GRAPHIC PACKAGING HLDG C (GPK) 253.000 SHARES 3,556 4,286
    GREIF INC CL A (GEF) 47.000 SHARES 1,659 2,203
    GUIDEWIRE SOFTWARE INC (GWRE) 46.000 SHARES 4,606 5,922
    HARSCO CORPORATION (HSC) 60.000 SHARES 681 1,079
    HARTFORD FINL SVCS GROUP (HIG) 103.000 SHARES 5,100 5,045
    HASBRO INC (HAS) 58.000 SHARES 5,400 5,425
    HEICO CORPORATION CL A (HEIA) 41.000 SHARES 3,214 4,799
    HERMAN MILLER INC (MLHR) 96.000 SHARES 3,089 3,245
    HILTON WORLDWIDE HOLDINGS INC (HLT) 87.000 SHARES 6,754 9,680
    HOME DEPOT INC (HD) 42.000 SHARES 7,746 11,156
    HONEYWELL INTL INC DEL (HON) 92.000 SHARES 13,298 19,568
    HOPE BANCORP INC SHS (HOPE) 183.000 SHARES 2,055 1,997
    HYATT HOTELS CORP (H) 37.000 SHARES 2,651 2,747
    HYSTER-YALE MATLS HNDLNG INC CL A (HY) 25.000 SHARES 1,493 1,489
    IDEXX LAB INC DEL $0.10 (IDXX) 11.000 SHARES 2,306 5,499
    IHS MARKIT LTD SHS (INFO) 59.000 SHARES 2,857 5,300
    ILLUMINA INC (ILMN) 36.000 SHARES 10,561 13,320
    INTL BUSINESS MACHINES CORP (IBM) 42.000 SHARES 5,921 5,287
    INTL FLAVORS&FRAGRNC (IFF) 108.000 SHARES 14,713 11,755
    INTUITIVE SURGICAL INC (ISRG) 10.000 SHARES 5,159 8,181
    INVESTORS BANCORP INC (ISBC) 496.000 SHARES 4,528 5,238
    JANUS HENDERSON GROUP PLC (JHG) 54.000 SHARES 1,213 1,756
    JELD WEN HLDG INC (JELD) 103.000 SHARES 1,382 2,612
    JOHNSON AND JOHNSON (JNJ) 226.000 SHARES 29,529 35,568
    JPMORGAN CHASE & CO (JPM) 130.000 SHARES 12,886 16,519
    KENNAMETAL INC (KMT) 75.000 SHARES 2,283 2,718
    KENNEDY-WILSON HLDGS INC (KW) 113.000 SHARES 2,159 2,022
    KEYCORP NEW (KEY) 189.000 SHARES 2,336 3,101
    KITE REALTY GROUP TR SHS (KRG) 218.000 SHARES 2,785 3,261
    KKR & CO INC CL A (KKR) 277.000 SHARES 7,544 11,216
    KLX ENERGY SERVICES HOLDINGS INC (KLXE) 17.000 SHARES 1,769 110
    KOPPERS HLDGS INC (KOP) 78.000 SHARES 2,083 2,430
    LENNAR CORP CL A (LEN) 66.000 SHARES 3,385 5,031
    LIBERTY BROADBAND CORP SHS SERIES SER -A- CL A (LBRDA) 14.000 SHARES 866 2,206
    LIBERTY BROADBAND CORP SHS SERIES SER -C- CL C (LBRDK) 58.000 SHARES 4,888 9,185
    LIBERTY MEDIA CORP DEL COM SER A SIRIUSXM GROUP (LSXMA) 23.000 SHARES 776 993
    LIBERTY MEDIA CORP DEL COM SER C SIRIUSXM GROUP (LSXMK) 61.000 SHARES 1,978 2,654
    LIBERTY MEDIA CORP LIBERTY FORMULA ONE (FWONK) 80.000 SHARES 2,615 3,408
    LIBERTY MEDIA SERIES A LIBERTY FORMULA ONE (FWONA) 9.000 SHARES 234 342
    LINDE PLC REG SHS (LIN) 66.000 SHARES 10,820 17,392
    LIVE NATION ENT INC (LYV) 72.000 SHARES 3,526 5,291
    LOCKHEED MARTIN CORP (LMT) 44.000 SHARES 12,893 15,619
    LOWE'S COMPANIES INC (LOW) 140.000 SHARES 12,893 22,471
    M T S SYSTEMS CORP (MTSC) 41.000 SHARES 1,914 2,385
    M&T BANK CORPORATION (MTB) 12.000 SHARES 2,032 1,528
    MARKEL CORP (MKL) 8.000 SHARES 7,712 8,266
    MARSH & MCLENNAN COS INC (MMC) 120.000 SHARES 10,724 14,040
    MARTIN MARIETTA MATLS (MLM) 17.000 SHARES 3,112 4,827
    MATSON INC (MATX) 47.000 SHARES 1,723 2,678
    MCDONALDS CORP (MCD) 117.000 SHARES 20,624 25,106
    MEDTRONIC PLC SHS (MDT) 224.000 SHARES 20,922 26,239
    MERCK AND CO INC SHS (MRK) 255.000 SHARES 20,512 20,859
    METLIFE INC (MET) 103.000 SHARES 4,629 4,836
    METTLER-TOLEDO INTL INC (MTD) 5.000 SHARES 2,979 5,698
    MICROCHIP TECHNOLOGY INC (MCHP) 49.000 SHARES 3,451 6,767
    MICROSOFT CORP (MSFT) 286.000 SHARES 25,852 63,612
    MONDELEZ INTERNATIONAL INC (MDLZ) 368.000 SHARES 16,834 21,517
    MONSTER BEVERAGE SHS (MNST) 237.000 SHARES 12,791 21,918
    MOODY'S CORP (MCO) 13.000 SHARES 1,507 3,773
    MORGAN STANLEY (MS) 157.000 SHARES 6,136 10,759
    MOTOROLA SOLUTIONS INC (MSI) 112.000 SHARES 15,664 19,047
    MRC GLOBAL INC (MRC) 201.000 SHARES 2,347 1,333
    MSCI INC CLASS A (MSCI) 8.000 SHARES 1,340 3,572
    NCR CORP NEW (NCR) 112.000 SHARES 2,672 4,208
    NEXTERA ENERGY INC SHS (NEE) 390.000 SHARES 15,750 30,089
    NORFOLK SOUTHERN CORP (NSC) 38.000 SHARES 5,451 9,029
    NORTHN TRUST CORP (NTRS) 33.000 SHARES 3,320 3,074
    NORTHROP GRUMMAN CORP (NOC) 16.000 SHARES 4,971 4,876
    NOVARTIS ADR (NVS) 215.000 SHARES 18,552 20,302
    NOVO NORDISK A S ADR (NVO) 80.000 SHARES 4,042 5,588
    NVIDIA (NVDA) 55.000 SHARES 8,192 28,721
    OLIN CORP $1 NEW (OLN) 90.000 SHARES 1,042 2,210
    ORACLE CORP $0.01 DEL (ORCL) 367.000 SHARES 18,005 23,741
    O'REILLY AUTOMOTIVE INC (ORLY) 19.000 SHARES 4,789 8,599
    OTIS WORLDWIDE CORP REG SH (OTIS) 37.000 SHARES 2,448 2,499
    PACKAGING CORP AMERICA (PKG) 68.000 SHARES 6,437 9,378
    PARKER HANNIFIN CORP (PH) 44.000 SHARES 7,342 11,986
    PATTERSON UTI ENERGY INC (PTEN) 399.000 SHARES 4,353 2,099
    PBF ENERGY INC CL A (PBF) 47.000 SHARES 1,174 334
    PEBBLEBROOK HOTEL TRUST (PEB) 175.000 SHARES 2,956 3,290
    PEPSICO INC (PEP) 148.000 SHARES 16,446 21,948
    PFIZER INC (PFE) 107.000 SHARES 3,838 3,939
    PHILIP MORRIS INTL INC (PM) 305.000 SHARES 25,494 25,251
    PHILLIPS 66 SHS (PSX) 136.000 SHARES 12,402 9,512
    PNC FINCL SERVICES GROUP (PNC) 99.000 SHARES 12,010 14,751
    PORTLAND GEN ELEC CO (POR) 95.000 SHARES 4,200 4,063
    PPG INDUSTRIES INC SHS (PPG) 70.000 SHARES 7,643 10,095
    PRICE T ROWE GROUP INC (TROW) 40.000 SHARES 4,197 6,056
    PRIMO WTR CORP NPV (PRMW) 191.000 SHARES 2,018 2,995
    PROCTER & GAMBLE CO (PG) 50.000 SHARES 4,972 6,957
    PROGRESSIVE CRP OHIO (PGR) 80.000 SHARES 5,499 7,910
    PROLOGIS INC (PLD) 27.000 SHARES 2,458 2,691
    PUB SVC ENTERPRISE GRP (PEG) 74.000 SHARES 3,899 4,314
    QUALCOMM INC (QCOM) 113.000 SHARES 7,362 17,214
    RANGE RESOURCES CORP DEL (RRC) 175.000 SHARES 1,704 1,173
    RAYONIER INC REIT (RYN) 103.000 SHARES 2,852 3,026
    RAYTHEON TECHNOLOGIES CORP (RTX) 142.000 SHARES 9,802 10,154
    REALPAGE INC (RP) 62.000 SHARES 3,654 5,409
    REALTY INCM CRP MD PV$1. (O) 18.000 SHARES 1,097 1,119
    REGENERON PHARMACTCLS (REGN) 32.000 SHARES 10,446 15,460
    REPUBLIC SERVICES INC (RSG) 59.000 SHARES 4,209 5,682
    RESIDEO TECHNOLOGIES INC (REZI) 137.000 SHARES 1,894 2,913
    RESTAURANT BRANDS INTL INC SHS (QSR) 105.000 SHARES 6,029 6,417
    RETAIL PROPERTIES OF AMERICA INC SHS CL A (RPAI) 142.000 SHARES 1,401 1,216
    ROCHE HLDG LTD SPN ADR (RHHBY) 355.000 SHARES 13,737 15,563
    ROPER TECHNOLOGIES INC (ROP) 16.000 SHARES 3,636 6,897
    ROSS STORES INC (ROST) 25.000 SHARES 2,035 3,070
    RYMAN HOSPITALITY PPTYS INC (RHP) 35.000 SHARES 1,070 2,372
    S&P GLOBAL INC (SPGI) 6.000 SHARES 1,281 1,972
    SALESFORCE COM INC (CRM) 105.000 SHARES 16,051 23,366
    SBA COMMUNICATIONS CORP (SBAC) 36.000 SHARES 5,178 10,157
    SCHLUMBERGER LTD (SLB) 313.000 SHARES 12,648 6,833
    SCHWAB CHARLES CORP NEW (SCHW) 362.000 SHARES 16,552 19,200
    SEI INVT CO PA PV $0.01 (SEIC) 153.000 SHARES 11,173 8,793
    SIMMONS 1ST NTL A $5 (SFNC) 78.000 SHARES 1,717 1,684
    SLACK TECHNOLOGIES INC CL A (WORK) 62.000 SHARES 2,144 2,619
    SOUTHWEST GAS HOLDINGS (SWX) 5.000 SHARES 338 304
    SQUARE INC SHS CL A (SQ) 12.000 SHARES 749 2,612
    STANLEY BLACK & DECKER INC (SWK) 31.000 SHARES 4,628 5,535
    STARBUCKS CORP (SBUX) 193.000 SHARES 12,707 20,647
    SUMMIT MATLS INC (SUM) 85.000 SHARES 1,468 1,707
    SYKES ENTERPRISES INC (SYKE) 80.000 SHARES 2,480 3,014
    SYSCO CORPORATION (SYY) 124.000 SHARES 7,904 9,208
    TCF FINL CORP NEW (TCF) 115.000 SHARES 2,820 4,257
    TENNECO INC DEL (TEN) 96.000 SHARES 1,862 1,018
    TEREX CORP DEL NEW COM (TEX) 83.000 SHARES 1,118 2,896
    TETRA TECHNOLOGIES INC (TTI) 342.000 SHARES 1,559 295
    TEXAS CAP BNCSHS INC (TCBI) 36.000 SHARES 1,461 2,142
    TEXAS INSTRUMENTS (TXN) 190.000 SHARES 19,712 31,185
    THE HOWARD HUGHES CORP (HHC) 41.000 SHARES 4,291 3,236
    TJX COS INC NEW (TJX) 117.000 SHARES 5,837 7,990
    TRANE TECHNOLOGIES PLC (TT) 127.000 SHARES 9,612 18,435
    TRANSDIGM GROUP INC (TDG) 28.000 SHARES 8,287 17,328
    TRANSUNION (TRU) 59.000 SHARES 3,968 5,854
    TRI POINTE GROUP INC (TPH) 160.000 SHARES 1,598 2,760
    TRINSEO S.A. REG.SHS (TSE) 40.000 SHARES 1,242 2,048
    TRUIST FINL CORP (TFC) 134.000 SHARES 6,997 6,423
    TYLER TECHS INC DEL (TYL) 8.000 SHARES 2,733 3,492
    UNION PACIFIC CORP (UNP) 78.000 SHARES 11,611 16,241
    UNITED BKSHRS INC W.V. (UBSI) 78.000 SHARES 2,673 2,527
    UNITEDHEALTH GROUP INC (UNH) 100.000 SHARES 23,882 35,068
    US BANCORP (USB) 148.000 SHARES 7,556 6,895
    V F CORPORATION (VFC) 41.000 SHARES 3,289 3,502
    VAIL RESORTS INC (MTN) 24.000 SHARES 5,337 6,695
    VALERO ENERGY CORP NEW (VLO) 41.000 SHARES 3,636 2,319
    VENTAS INC (VTR) 56.000 SHARES 3,749 2,746
    VERINT SYSTEMS INC (VRNT) 32.000 SHARES 1,515 2,150
    VERISIGN INC (VRSN) 32.000 SHARES 3,455 6,925
    VERISK ANALYTICS INC CLASS A (VRSK) 27.000 SHARES 2,603 5,605
    VERIZON COMMUNICATNS (VZ) 187.000 SHARES 10,397 10,986
    VISA INC CL A (V) 163.000 SHARES 19,561 35,653
    VORNADO REALTY TRUST (VNO) 40.000 SHARES 2,493 1,494
    VULCAN MATERIALS CO (VMC) 62.000 SHARES 7,025 9,195
    WALMART INC (WMT) 63.000 SHARES 6,455 9,081
    WEC ENERGY GROUP INC (WEC) 137.000 SHARES 9,373 12,608
    WHITE MTNS INS GRP LTD (WTM) 3.000 SHARES 2,688 3,002
    WIX COM LTD (WIX) 32.000 SHARES 3,237 7,999
    WORKDAY INC CL A (WDAY) 36.000 SHARES 4,860 8,626
    WPX ENERGY INC CLASS A (WPX) 328.000 SHARES 2,013 2,673
    XCEL ENERGY INC (XEL) 114.000 SHARES 5,274 7,600
    YUM BRANDS INC (YUM) 72.000 SHARES 5,771 7,816
    YUM CHINA HOLDINGS INC (YUMC) 97.000 SHARES 3,939 5,537

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    US Government Securities - End of Year Book Value:

    284,754
    US Government Securities - End of Year Fair Market Value:

    304,921
    State & Local Government Securities - End of Year Book Value:


    236,109
    State & Local Government Securities - End of Year Fair Market Value:


    250,379


    TY 2020 InvestmentsOtherSchedule2
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK ALLOCATION TARGET SHARES SERIES C (BRACX) 10,920.485 SHARES AT COST 114,340 123,183
    BLACKROCK ALLOCATION TARGET SHARES SERIES M (BRAMX) 14,250.578 SHARES AT COST 140,499 141,508

    TY 2020 OtherAssetsSchedule
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARTWORKS 33,300 33,300 33,300
    COPYRIGHTS TO BOOK ROYALTIES 1,150 1,150 1,150


    TY 2020 OtherExpensesSchedule
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE EXPENSE 910 0   910
    OFFICE AND OTHER EXPENSES 322 0   322
    OTHER INVESTMENT EXPENSES 383 383   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT AND ADVISORY 32,758 32,758   0


    TY 2020 TaxesSchedule
    Name:
    DR ROBERT C & TINA SOHN FOUNDATION
    EIN:
    99-0306576
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 534 534   0