TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
LOOBY FAMILY FOUNDATION DATED MARCH 27 2008

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680

A Employer identification number

83-0593883

B Telephone number (see instructions)

(312) 630-6000

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,585,139J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	71,090		70,889
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		107,866
b	Gross sales price for all assets on line 6a 1,481,459
7	Capital gain net income (from Part IV, line 2)...			107,866
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........	178,956		178,755
13	Compensation of officers, directors, trustees, etc.	116,713				116,713
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).......		2,500	1,250	0	1,250
c	Other professional fees (attach schedule)....		6,604	6,604		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		2,279	649		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).......		15			15
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	128,111		8,503	0	117,978
25	Contributions, gifts, grants paid.......	600,000				600,000
26	Total expenses and disbursements. Add lines 24 and 25	728,111		8,503	0	717,978
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-549,155
b	Net investment income (if negative, enter -0-)			170,252
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	43,760	60,181	60,181
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	2,458,987	1,887,128	2,519,508
	c	Investments—corporate bonds (attach schedule).......	943,247	949,482	1,005,450
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,445,994	2,896,791	3,585,139
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,445,994	2,896,791
	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).....	3,445,994	2,896,791
	30	Total liabilities and net assets/fund balances (see instructions).	3,445,994	2,896,791

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,445,994

Enter amount from Part I, line 27a .....................

-549,155

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

2,896,839

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,896,791

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	11. AFLAC INC		2020-08-26	2020-12-11
b	8. ADR AIA GROUP LTD SPONSORED ADR		2020-01-10	2020-03-18
c	11. ADR AIA GROUP LTD SPONSORED ADR		2020-01-10	2020-04-03
d	29.99829 AT&T INC		2018-11-16	2020-05-11
e	16.00171 AT&T INC		2018-11-16	2020-05-11
	176. AT&T INC		2018-12-01	2020-08-26
	8. ABBOTT LABORATORIES		2018-11-16	2020-01-09
	4. ABBOTT LABORATORIES		2018-11-16	2020-02-27
	10. ABBOTT LABORATORIES		2018-11-16	2020-02-28
	11. ABBOTT LABORATORIES		2018-11-16	2020-04-07
	14. ABBOTT LABORATORIES		2018-11-16	2020-05-05
	11. ABBOTT LABORATORIES		2018-11-16	2020-05-11
	16. ABBOTT LABORATORIES		2018-11-16	2020-05-11
	13. ABBOTT LABORATORIES		2018-11-16	2020-08-26
	44. ABBOTT LABORATORIES		2018-11-16	2020-08-31
	51. ABBOTT LABORATORIES		2019-10-23	2020-12-11
	6. ABBOTT LABORATORIES		2018-11-16	2020-12-11
	10. ABBVIE INC COM USD0.01		2020-04-06	2020-05-11
	8. ABBVIE INC COM USD0.01		2020-11-20	2020-12-11
	4. ADIDAS AG		2020-01-10	2020-03-02
	13. ADIDAS AG		2020-01-10	2020-03-03
	21. ADIDAS AG		2020-01-10	2020-03-20
	15. ADOBE SYS INC		2018-11-16	2020-12-11
	7. AIR PRODUCTS & CHEMICALS INC		2018-11-16	2020-05-11
	1. AIR PRODUCTS & CHEMICALS INC		2018-11-16	2020-07-13
	3. AIR PRODUCTS & CHEMICALS INC		2018-11-16	2020-12-11
	16. ALIGN TECHNOLOGY INC COM		2019-02-28	2020-08-21
	6. ALIGN TECHNOLOGY INC COM		2019-02-28	2020-12-11
	16. ALLSTATE CORP		2018-11-16	2020-01-09
	16. ALLSTATE CORP		2018-11-16	2020-05-11
	58. ALLSTATE CORP		2018-11-16	2020-08-26
	4. ALPHABET INC CAP STK USD0.001 CL C		2018-11-16	2020-12-11
	1. ALPHABET INC CAPITAL STOCK USD0.001 CL A		2018-11-16	2020-12-11
	12. ALTRIA GROUP INC		2020-08-26	2020-12-11
	5. ADR AMADEUS IT GROUP S A ADS		2020-01-10	2020-03-25
	9. ADR AMADEUS IT GROUP S A ADS		2020-01-10	2020-04-03
	13. AMERICAN INTERNATIONAL GROUP INC COM		2018-11-16	2020-01-09
	36. AMERICAN INTERNATIONAL GROUP INC COM		2018-11-16	2020-05-11
	162. AMERICAN INTERNATIONAL GROUP INC COM		2019-01-16	2020-08-26
	14. AMERICAN INTERNATIONAL GROUP INC COM		2020-05-26	2020-08-26
	8. AMERISOURCE BERGEN CORP		2020-08-26	2020-12-11
	3. AMGEN INC		2018-11-16	2020-05-11
	4. AMGEN INC		2020-08-26	2020-12-11
	2. AMGEN INC		2018-11-16	2020-12-11
	43. ARCHER DANIELS MIDLAND CO		2018-11-16	2020-05-11
	32. ARCHER DANIELS MIDLAND CO		2020-01-09	2020-08-26
	118. ARCHER DANIELS MIDLAND CO		2018-12-15	2020-08-26
	9. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A		2020-01-10	2020-03-25
	16. AUTODESK, INC		2020-06-08	2020-12-11
	8. AUTOMATIC DATA PROCESSING INC		2019-03-07	2020-05-11
	78.00045 AUTOMATIC DATA PROCESSING INC		2018-11-16	2020-08-04
	34.99955 AUTOMATIC DATA PROCESSING INC		2018-11-16	2020-08-04
	4. AUTOMATIC DATA PROCESSING INC		2018-12-08	2020-12-11
	5. AUTOMATIC DATA PROCESSING INC		2019-11-18	2020-12-11
	16.00033 BANK NEW YORK MELLON CORP COM STK		2018-11-16	2020-05-11
	20.99967 BANK NEW YORK MELLON CORP COM STK		2018-11-16	2020-05-11
	16. BANK NEW YORK MELLON CORP COM STK		2020-01-09	2020-08-26
	132. BANK NEW YORK MELLON CORP COM STK		2018-12-01	2020-08-26
	2. BLACKROCK INC CL A		2018-11-16	2020-05-11
	2. BLACKROCK INC CL A		2019-07-09	2020-12-11
	6. BOOKING HLDGS INC COM		2018-11-16	2020-03-20
	3. BROADCOM INC COM		2018-11-16	2020-05-11
	6. BROADCOM INC COM		2019-01-29	2020-05-11
	3. BROADCOM INC COM		2019-01-29	2020-05-26
	19. BROADCOM INC COM		2019-01-29	2020-08-26
	2. BROADCOM INC COM		2019-09-23	2020-12-11
	8. CIGNA CORP NEW COM		2018-11-16	2020-05-11
	30. CIGNA CORP NEW COM		2019-01-02	2020-08-26
	5. ADR CSL LTD SPONSORED ADR		2020-01-10	2020-03-18
	25. CVS CORP		2018-11-16	2020-05-11
	12. CVS CORP		2018-11-16	2020-12-11
	35. CARDINAL HEALTH INC		2018-11-16	2020-05-11
	21. CARDINAL HEALTH INC		2018-11-16	2020-05-26
	100. CARDINAL HEALTH INC		2019-01-16	2020-08-26
	5.00017 CATERPILLAR INC		2020-04-07	2020-05-11
	6.99983 CATERPILLAR INC		2020-04-07	2020-05-11
	6. CATERPILLAR INC		2020-04-22	2020-07-16
	40. CATERPILLAR INC		2020-04-07	2020-08-26
	12. CHEVRONTEXACO CORP		2018-11-16	2020-05-11
	6. CHEVRONTEXACO CORP		2020-08-26	2020-12-11
	6. CHEVRONTEXACO CORP		2018-11-16	2020-12-11
	13. CISCO SYS INC		2018-11-16	2020-01-08
	39. CISCO SYS INC		2018-11-16	2020-05-11
	37. CISCO SYS INC		2018-11-16	2020-05-11
	132. CISCO SYS INC		2018-11-16	2020-08-26
	21. CISCO SYS INC		2018-11-16	2020-10-15
	17. CISCO SYS INC		2018-11-16	2020-12-11
	10. COCA COLA CO		2019-02-04	2020-05-11
	5. COCA COLA CO		2019-02-04	2020-12-11
	15. COCA COLA CO		2020-11-11	2020-12-11
	10.00319 COGNIZANT TECHNOLOGY SOLUTION CL A		2020-05-05	2020-05-11
	15.99681 COGNIZANT TECHNOLOGY SOLUTION CL A		2020-05-05	2020-05-11
	11. COGNIZANT TECHNOLOGY SOLUTION CL A		2020-05-05	2020-07-16
	91. COGNIZANT TECHNOLOGY SOLUTION CL A		2020-05-20	2020-08-26
	18. COMCAST CORP NEW CL A		2019-04-16	2020-05-11
	37. COMCAST CORP NEW CL A		2020-03-13	2020-05-11
	131. COMCAST CORP NEW CL A		2020-03-13	2020-08-26
	9. COMCAST CORP NEW CL A		2019-06-13	2020-12-11
	311. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)		2020-01-10	2020-04-14
	44. CONAGRA INC		2019-09-04	2020-04-07
	51. CONAGRA INC		2019-09-03	2020-05-11
	28. CONAGRA INC		2019-09-03	2020-07-16
	16. CONAGRA INC		2019-09-03	2020-12-11
	42. CONOCOPHILLIPS		2018-12-15	2020-05-11
	27. CONOCOPHILLIPS		2018-11-16	2020-05-26
	45. CONOCOPHILLIPS		2020-07-16	2020-08-26
	91. CONOCOPHILLIPS		2018-12-15	2020-08-26
	5. CROWN CASTLE INTL CORP NEW COM		2018-11-16	2020-03-17
	10. CROWN CASTLE INTL CORP NEW COM		2018-11-16	2020-05-11
	5. CROWN CASTLE INTL CORP NEW COM		2018-11-16	2020-12-11
	13. DARDEN RESTAURANTS INC		2019-09-23	2020-03-17
	14. WALT DISNEY CO		2020-04-07	2020-05-11
	5. WALT DISNEY CO		2020-04-07	2020-05-26
	45. WALT DISNEY CO		2020-04-07	2020-08-26
	34. DOLLAR GEN CORP NEW COM		2018-11-16	2020-01-08
	17. DOLLAR GEN CORP NEW COM		2018-11-16	2020-12-11
	3. DOLLAR GEN CORP NEW COM		2020-08-26	2020-12-11
	21. DOLLAR TREE INC COM STK		2018-11-16	2020-05-11
	9. DOLLAR TREE INC COM STK		2018-11-16	2020-05-26
	8. DOLLAR TREE INC COM STK		2018-11-16	2020-07-16
	7. DOLLAR TREE INC COM STK		2020-01-09	2020-08-26
	49. DOLLAR TREE INC COM STK		2018-11-16	2020-08-26
	13. ADR DSV PANALPINA A/S		2020-01-10	2020-03-25
	44. ADR DSV PANALPINA A/S		2020-11-09	2020-12-11
	30. DUPONT DE NEMOURS INC COMMON STOCK		2018-11-16	2020-05-11
	81. DUPONT DE NEMOURS INC COMMON STOCK		2019-06-20	2020-08-26
	26. DUPONT DE NEMOURS INC COMMON STOCK		2020-01-09	2020-08-26
	26. EDISON INTL		2018-11-16	2020-05-11
	91. EDISON INTL		2018-11-16	2020-08-26
	9. EDISON INTL		2020-07-16	2020-08-26
	25. EQTY RESDNTL EFF 5/15/02 TO EQTY RESDNTL 29476L107 EFF 5/15/02		2018-11-16	2020-05-11
	85. EQTY RESDNTL EFF 5/15/02 TO EQTY RESDNTL 29476L107 EFF 5/15/02		2018-11-16	2020-08-26
	12. EQTY RESDNTL EFF 5/15/02 TO EQTY RESDNTL 29476L107 EFF 5/15/02		2020-07-16	2020-08-26
	5. ADR ESSILORLUXOTTICA SA		2020-01-10	2020-03-25
	1. ADR ESSILORLUXOTTICA SA		2020-01-10	2020-04-07
	37. ADR ESSILORLUXOTTICA SA		2020-01-10	2020-04-08
	36. ADR ESSILORLUXOTTICA SA		2020-01-10	2020-11-18
	44. ADR ESSILORLUXOTTICA SA		2020-11-09	2020-11-19
	3. EVERSOURCE ENERGY COM		2019-04-09	2020-05-11
	2. EVERSOURCE ENERGY COM		2019-04-04	2020-12-11
	33. EXPERIAN PLC		2020-01-10	2020-04-01
	38. EXXON MOBIL CORP		2018-11-16	2020-03-09
	36. FACEBOOK INC COM USD0.000006 CL 'A'		2019-06-04	2020-12-11
	1000. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD		2018-06-21	2020-05-11
	16. GARTNER GROUP INC NEW CL A		2018-11-16	2020-12-11
	46. ADR GEBERIT AG ADR		2020-01-10	2020-04-28
	55. ADR GEBERIT AG ADR		2020-01-10	2020-04-29
	4. GLOBAL PMTS INC		2020-08-26	2020-12-11
	2. W W GRAINGER INC		2020-08-26	2020-12-11
	11. ADR HDFC BK LTD ADR REPSTG 3 SHS		2020-01-10	2020-03-25
	96. HALLIBURTON CO		2020-01-09	2020-03-13
	255. HALLIBURTON CO		2019-01-16	2020-03-13
	9. HOME DEPOT INC		2018-11-16	2020-05-11
	2. HOME DEPOT INC		2018-11-16	2020-09-18
	4. HOME DEPOT INC		2018-11-16	2020-12-11
	11. HONEYWELL INTL INC		2018-11-16	2020-05-11
	8. HONEYWELL INTL INC		2018-11-16	2020-08-24
	6. HONEYWELL INTL INC		2018-11-16	2020-12-01
	5. HONEYWELL INTL INC		2018-11-16	2020-12-09
	3. HONEYWELL INTL INC		2018-11-16	2020-12-11
	5. ILLINOIS TOOL WORKS INC		2018-11-16	2020-05-11
	2. ILLINOIS TOOL WORKS INC		2018-11-16	2020-09-18
	3. ILLINOIS TOOL WORKS INC		2018-11-16	2020-12-11
	7. ILLUMINA INC		2020-10-08	2020-12-11
	12. INTEL CORP		2018-11-16	2020-01-09
	19. INTEL CORP		2018-11-16	2020-04-07
	27. INTEL CORP		2018-11-16	2020-05-11
	11. INTEL CORP		2018-11-16	2020-05-26
	85. INTEL CORP		2018-11-16	2020-08-26
	10. INTEL CORP		2020-07-16	2020-08-26
	3. INTUITIVE SURGICAL INC COM NEW STK		2020-08-28	2020-12-11
	10. J P MORGAN CHASE & CO		2018-11-16	2020-01-08
	18. J P MORGAN CHASE & CO		2018-11-16	2020-05-11
	3. J P MORGAN CHASE & CO		2018-11-16	2020-11-04
	8. J P MORGAN CHASE & CO		2018-11-16	2020-12-11
	7. JOHNSON & JOHNSON		2018-11-16	2020-04-07
	7. JOHNSON & JOHNSON		2018-11-16	2020-05-05
	10. JOHNSON & JOHNSON		2018-11-16	2020-05-11
	10. JOHNSON & JOHNSON		2018-11-16	2020-05-11
	6.00381 JOHNSON & JOHNSON		2018-11-16	2020-07-13
	2.99619 JOHNSON & JOHNSON		2018-11-16	2020-07-13
	2. JOHNSON & JOHNSON		2018-11-16	2020-08-28
	6. JOHNSON & JOHNSON		2018-11-16	2020-08-31
	4. JOHNSON & JOHNSON		2018-11-16	2020-10-15
	12. JOHNSON & JOHNSON		2018-11-16	2020-12-01
	6. JOHNSON & JOHNSON		2018-11-19	2020-12-11
	1. JOHNSON & JOHNSON		2018-11-16	2020-12-11
	25. KROGER CO		2020-08-26	2020-12-11
	7. ELI LILLY & CO		2018-11-16	2020-05-11
	3. ELI LILLY & CO		2019-11-18	2020-12-11
	5. LOCKHEED MARTIN CORP		2019-05-02	2020-05-11
	1. LOCKHEED MARTIN CORP		2018-11-16	2020-09-18
	2. LOCKHEED MARTIN CORP		2018-11-16	2020-12-11
	15. LOWES COMPANIES INC		2018-11-16	2020-01-09
	16. LOWES COMPANIES INC		2018-11-16	2020-05-11
	9. LOWES COMPANIES INC		2018-11-16	2020-05-26
	5. LOWES COMPANIES INC		2018-11-16	2020-07-16
	7. LOWES COMPANIES INC		2018-11-16	2020-10-23
	5. LOWES COMPANIES INC		2018-11-16	2020-12-11
	8. LULULEMON ATHLETICA INC COM		2020-01-10	2020-07-14
	10. LULULEMON ATHLETICA INC COM		2020-01-10	2020-09-25
	13. MSCI INC COMMON		2019-09-12	2020-08-03
	5. MSCI INC COMMON		2019-09-12	2020-12-11
	473. MARATHON OIL CORP		2018-12-15	2020-04-07
	174. MARATHON OIL CORP		2020-01-09	2020-04-07
	24. MARSH & MCLENNAN COS INC		2018-11-16	2020-01-09
	11. MARSH & MCLENNAN COS INC		2018-11-16	2020-05-11
	17. MARSH & MCLENNAN COS INC		2018-11-16	2020-05-11
	7. MARSH & MCLENNAN COS INC		2018-11-16	2020-05-26
	3. MARSH & MCLENNAN COS INC		2018-11-16	2020-11-04
	6. MARSH & MCLENNAN COS INC		2018-11-16	2020-12-11
	6. MARSH & MCLENNAN COS INC		2018-11-16	2020-12-11
	14. MASTERCARD INC CL A		2019-04-23	2020-12-11
	9. MAXIM INTEGRATED PRODS INC		2018-11-16	2020-05-11
	10. MAXIM INTEGRATED PRODS INC		2018-11-16	2020-07-27
	1. MAXIM INTEGRATED PRODS INC		2018-11-16	2020-08-28
	3. MAXIM INTEGRATED PRODS INC		2018-11-16	2020-08-31
	13. MAXIM INTEGRATED PRODS INC		2018-11-16	2020-09-03
	7. MAXIM INTEGRATED PRODS INC		2018-11-16	2020-09-15
	14. MCDONALDS CORP		2018-11-16	2020-04-16
	7. MCDONALDS CORP		2018-11-16	2020-05-11
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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
	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
	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
	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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	494	402	92
b	260	356	-96
c	393	489	-96
d	884	907	-23
e	471	484	-13
	5,285	5,343	-58
	693	576	117
	321	288	33
	759	720	39
	920	792	128
	1,293	1,007	286
	1,056	792	264
	1,522	1,151	371
	1,339	935	404
	4,837	3,166	1,671
	5,459	4,138	1,321
	639	432	207
	864	763	101
	848	796	52
	551	687	-136
	1,816	2,232	-416
	2,150	3,606	-1,456
	7,100	3,568	3,532
	1,633	1,148	485
	279	164	115
	800	492	308
	4,711	4,134	577
	3,036	1,517	1,519
	1,816	1,433	383
	1,600	1,433	167
	5,405	5,196	209
	7,095	4,238	2,857
	1,768	1,066	702
	517	520	-3
	251	413	-162
	404	743	-339
	677	561	116
	986	1,553	-567
	4,728	7,115	-2,387
	409	436	-27
	786	780	6
	723	583	140
	910	1,004	-94
	454	389	65
	1,529	2,001	-472
	1,422	1,408	14
	5,245	5,489	-244
	283	359	-76
	4,451	3,714	737
	1,158	1,209	-51
	10,629	11,404	-775
	4,770	5,117	-347
	691	599	92
	858	855	3
	557	793	-236
	731	1,041	-310
	586	824	-238
	4,832	6,590	-1,758
	993	819	174
	1,387	950	437
	7,557	11,125	-3,568
	825	709	116
	1,649	1,591	58
	852	796	56
	6,458	5,039	1,419
	802	573	229
	1,527	1,612	-85
	5,213	5,860	-647
	382	516	-134
	1,596	1,994	-398
	860	957	-97
	1,856	1,946	-90
	1,114	1,168	-54
	5,094	5,364	-270
	548	621	-73
	767	869	-102
	833	786	47
	5,663	4,965	698
	1,129	1,428	-299
	552	510	42
	548	714	-166
	617	608	9
	1,696	1,825	-129
	1,600	1,731	-131
	5,574	6,176	-602
	830	983	-153
	746	795	-49
	460	492	-32
	267	246	21
	802	812	-10
	558	572	-14
	892	915	-23
	673	629	44
	6,162	5,184	978
	648	691	-43
	1,330	1,295	35
	5,794	4,585	1,209
	456	374	82
	4,972	7,784	-2,812
	1,358	1,249	109
	1,708	1,440	268
	1,023	791	232
	565	452	113
	1,807	2,798	-991
	1,188	1,786	-598
	1,704	2,037	-333
	3,445	5,698	-2,253
	737	549	188
	1,602	1,099	503
	786	545	241
	518	1,594	-1,076
	1,510	1,434	76
	608	512	96
	5,946	4,611	1,335
	5,160	3,776	1,384
	3,521	1,888	1,633
	621	611	10
	1,641	1,765	-124
	765	756	9
	770	672	98
	727	636	91
	5,092	4,118	974
	524	720	-196
	3,521	3,175	346
	1,383	2,613	-1,230
	4,624	6,491	-1,867
	1,484	1,586	-102
	1,473	1,399	74
	4,654	4,898	-244
	460	506	-46
	1,605	1,728	-123
	4,663	5,874	-1,211
	658	687	-29
	304	393	-89
	58	79	-21
	2,117	2,909	-792
	2,504	2,830	-326
	2,985	3,377	-392
	233	212	21
	171	141	30
	892	1,109	-217
	1,619	2,997	-1,378
	9,844	5,120	4,724
	25,745	33,400	-7,655
	2,471	2,356	115
	1,987	2,575	-588
	2,392	3,079	-687
	768	701	67
	809	724	85
	401	686	-285
	617	2,320	-1,703
	1,640	8,114	-6,474
	2,138	1,590	548
	554	353	201
	1,056	707	349
	1,484	1,632	-148
	1,270	1,187	83
	1,237	890	347
	1,059	742	317
	638	445	193
	816	678	138
	404	271	133
	610	407	203
	2,394	2,314	80
	708	584	124
	1,118	925	193
	1,631	1,315	316
	692	536	156
	4,207	4,140	67
	495	591	-96
	2,266	2,175	91
	1,371	1,105	266
	1,625	1,988	-363
	305	331	-26
	954	884	70
	982	1,022	-40
	1,050	1,022	28
	1,498	1,460	38
	1,496	1,460	36
	871	876	-5
	435	437	-2
	307	292	15
	918	876	42
	587	584	3
	1,771	1,752	19
	919	883	36
	153	146	7
	784	909	-125
	1,103	795	308
	481	341	140
	1,896	1,534	362
	397	301	96
	720	602	118
	1,834	1,398	436
	1,828	1,491	337
	1,116	839	277
	712	466	246
	1,199	652	547
	790	466	324
	2,403	1,871	532
	3,106	2,339	767
	4,859	3,030	1,829
	2,088	1,165	923
	1,813	8,116	-6,303
	667	2,329	-1,662
	2,688	2,117	571
	1,147	970	177
	1,772	1,500	272
	743	618	125
	330	265	65
	692	529	163
	689	529	160
	4,561	3,415	1,146
	492	478	14
	690	532	158
	70	53	17
	207	159	48
	890	691	199
	471	372	99
	2,514	2,623	-109
	1,275	1,312	-37
	622	562	60
	1,017	987	30
	1,092	1,134	-42
	1,472	1,442	30
	665	607	58
	1,080	1,106	-26
	899	541	358
	722	432	290
	1,083	757	326
	1,170	865	305
	579	432	147
	1,861	1,081	780
	15,006	7,785	7,221
	7,851	4,000	3,851
	1,057	541	516
	843	645	198
	1,391	1,075	316
	1,886	1,730	156
	1,439	1,290	149
	1,433	1,242	191
	5,589	4,258	1,331
	757	646	111
	804	768	36
	5,348	4,221	1,127
	12,293	11,058	1,235
	382	423	-41
	2,272	1,800	472
	260	180	80
	1,465	900	565
	5,997	4,401	1,596
	5,473	4,177	1,296
	2,327	1,268	1,059
	30,000	35,309	-5,309
	2,238	1,644	594
	1,641	1,370	271
	6,147	4,817	1,330
	6,090	4,910	1,180
	11,008	13,677	-2,669
	882	3,059	-2,177
	1,543	8,732	-7,189
	685	1,142	-457
	812	769	43
	1,367	1,333	34
	1,494	1,435	59
	5,727	5,125	602
	820	1,276	-456
	570	565	5
	1,064	1,098	-34
	347	275	72
	728	549	179
	6,054	2,985	3,069
	4,258	1,695	2,563
	1,767	1,534	233
	1,009	863	146
	190	218	-28
	762	871	-109
	1,586	1,813	-227
	755	871	-116
	1,472	1,698	-226
	1,992	2,351	-359
	738	872	-134
	5,132	5,877	-745
	798	743	55
	595	560	35
	462	580	-118
	275	387	-112
	580	611	-31
	408	417	-9
	449	412	37
	480	409	71
	860	767	93
	2,280	1,815	465
	21	30	-9
	1,085	1,477	-392
	57	78	-21
	5,172	6,501	-1,329
	758	1,077	-319
	492	565	-73
	241	250	-9
	2,414	1,726	688
	1,007	809	198
	3,760	2,839	921
	1,117	1,037	80
	640	576	64
	2,626	1,882	744
	4,813	2,276	2,537
	5,811	4,779	1,032
	3,117	1,303	1,814
	2,846	1,303	1,543
	2,720	1,303	1,417
	737	2,218	-1,481
	1,079	3,441	-2,362
	462	486	-24
	351	320	31
	1,304	1,160	144
	361	273	88
	3,503	2,320	1,183
	823	546	277
	806	750	56
	1,353	2,537	-1,184
	1,108	863	245
	766	575	191
	2,070	2,095	-25
	2,438	1,674	764
	1,960	1,659	301
	394	293	101
	1,279	781	498
	4,878	4,764	114
	524	772	-248
	734	1,081	-347
	1,052	1,545	-493
	5,818	7,942	-2,124
	433	515	-82
	799	875	-76
	605	991	-386
	826	804	22
	411	495	-84
	648	648
	167	168	-1
	1,051	925	126
	3,025	2,736	289
	1,008	925	83
	645	1,507	-862
	198	251	-53
	559	921	-362
	251,251	233,187	18,064
	99,771	114,548	-14,777
	379,642	293,185	86,457
	850	902	-52
	791	841	-50
	791	841	-50
	849	864	-15
	5,110	5,169	-59
	772	766	6
	603	587	16
	9,404	8,150	1,254
	3,700	2,529	1,171
	714	495	219
	1,026	848	178
	176	141	35
	549	424	125
	1,998	2,515	-517
	2,266	2,874	-608
	1,865	1,479	386
	6,757	6,654	103
	919	943	-24
	258	293	-35
	455	519	-64
	1,291	1,463	-172
	343	439	-96
	603	781	-178
	5,049	4,146	903
	4,614	2,672	1,942
	304	415	-111
	304	415	-111
	4,419	2,968	1,451
	244	307	-63
	346	309	37
	7,163	7,706	-543
	1,186	1,123	63
	675	678	-3
	672	562	110
	189	229	-40
	192	305	-113
	5,254	7,780	-2,526
	488	598	-110
	1,004	2,398	-1,394
	170	288	-118
	177	192	-15
	176	192	-16
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
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			6,049
			6,049
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			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
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			6,049
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			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049
			6,049

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			92
b			-96
c			-96
d			-23
e			-13
			-58
			117
			33
			39
			128
			286
			264
			371
			404
			1,671
			1,321
			207
			101
			52
			-136
			-416
			-1,456
			3,532
			485
			115
			308
			577
			1,519
			383
			167
			209
			2,857
			702
			-3
			-162
			-339
			116
			-567
			-2,387
			-27
			6
			140
			-94
			65
			-472
			14
			-244
			-76
			737
			-51
			-775
			-347
			92
			3
			-236
			-310
			-238
			-1,758
			174
			437
			-3,568
			116
			58
			56
			1,419
			229
			-85
			-647
			-134
			-398
			-97
			-90
			-54
			-270
			-73
			-102
			47
			698
			-299
			42
			-166
			9
			-129
			-131
			-602
			-153
			-49
			-32
			21
			-10
			-14
			-23
			44
			978
			-43
			35
			1,209
			82
			-2,812
			109
			268
			232
			113
			-991
			-598
			-333
			-2,253
			188
			503
			241
			-1,076
			76
			96
			1,335
			1,384
			1,633
			10
			-124
			9
			98
			91
			974
			-196
			346
			-1,230
			-1,867
			-102
			74
			-244
			-46
			-123
			-1,211
			-29
			-89
			-21
			-792
			-326
			-392
			21
			30
			-217
			-1,378
			4,724
			-7,655
			115
			-588
			-687
			67
			85
			-285
			-1,703
			-6,474
			548
			201
			349
			-148
			83
			347
			317
			193
			138
			133
			203
			80
			124
			193
			316
			156
			67
			-96
			91
			266
			-363
			-26
			70
			-40
			28
			38
			36
			-5
			-2
			15
			42
			3
			19
			36
			7
			-125
			308
			140
			362
			96
			118
			436
			337
			277
			246
			547
			324
			532
			767
			1,829
			923
			-6,303
			-1,662
			571
			177
			272
			125
			65
			163
			160
			1,146
			14
			158
			17
			48
			199
			99
			-109
			-37
			60
			30
			-42
			30
			58
			-26
			358
			290
			326
			305
			147
			780
			7,221
			3,851
			516
			198
			316
			156
			149
			191
			1,331
			111
			36
			1,127
			1,235
			-41
			472
			80
			565
			1,596
			1,296
			1,059
			-5,309
			594
			271
			1,330
			1,180
			-2,669
			-2,177
			-7,189
			-457
			43
			34
			59
			602
			-456
			5
			-34
			72
			179
			3,069
			2,563
			233
			146
			-28
			-109
			-227
			-116
			-226
			-359
			-134
			-745
			55
			35
			-118
			-112
			-31
			-9
			37
			71
			93
			465
			-9
			-392
			-21
			-1,329
			-319
			-73
			-9
			688
			198
			921
			80
			64
			744
			2,537
			1,032
			1,814
			1,543
			1,417
			-1,481
			-2,362
			-24
			31
			144
			88
			1,183
			277
			56
			-1,184
			245
			191
			-25
			764
			301
			101
			498
			114
			-248
			-347
			-493
			-2,124
			-82
			-76
			-386
			22
			-84

			-1
			126
			289
			83
			-862
			-53
			-362
			18,064
			-14,777
			86,457
			-52
			-50
			-50
			-15
			-59
			6
			16
			1,254
			1,171
			219
			178
			35
			125
			-517
			-608
			386
			103
			-24
			-35
			-64
			-172
			-96
			-178
			903
			1,942
			-111
			-111
			1,451
			-63
			37
			-543
			63
			-3
			110
			-40
			-113
			-2,526
			-110
			-1,394
			-118
			-15
			-16

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	107,866
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	2,367
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	2,367
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	2,367
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	1,200
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	1,200
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.......		9	1,167
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

FL, IL

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Yes

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

THE NORTHERN TRUST Telephone no. bullet

(312) 630-6000

Located at bullet

PO BOX 803878CHICAGOIL ZIP+4 bullet

60680

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
THE NORTHERN TRUST COMPANY	TRUSTEE 40	44,713
PO BOX 803878 CHICAGO,IL60680	TRUSTEE 40	44,713
MARTIN MARGULIES	BOARD MEMBER 0	24,000
445 GRAND BAY DR PH 1 KEY BISCAYNE,FL33149	BOARD MEMBER 0	24,000
RYAN RATNER ESQ	BOARD MEMBER 0	24,000
4400 N FEDERAL HWY 210 BOCA RATON,FL33431	BOARD MEMBER 0	24,000
MARK SCOTT	BOARD MEMBER 0	24,000
2699 S BAYSHORE DR MIAMI,FL33133	BOARD MEMBER 0	24,000

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...................				0

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............. bullet

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,919,269

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,919,269

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,919,269

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

58,789

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,860,480

Minimum investment return. Enter 5% of line 5..................

193,024

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.)

Minimum investment return from Part X, line 6....................

193,024

Tax on investment income for 2020 from Part VI, line 5......

2,367

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

2,367

Distributable amount before adjustments. Subtract line 2c from line 1............

190,657

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

190,657

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

190,657

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

717,978

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

717,978

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

717,978

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)

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					190,657
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......	0
b From 2016......	0
c From 2017......	0
d From 2018......	223,019
e From 2019......	279,552
fTotal of lines 3a through e........		502,571
4Qualifying distributions for 2020 from Part
XII, line 4: $ 717,978
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.....					190,657
e Remaining amount distributed out of corpus		527,321
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		1,029,892
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		1,029,892
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	0
c Excess from 2018....	223,019
d Excess from 2019....	279,552
e Excess from 2020....	527,321

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LOTUS ENDOWMENT FUND INC 3921 ALTON RD 470 MIAMI BEACH,FL33140	NONE	PUBLIC	GENERAL	500,000
MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC 4491 S STATE ROAD 7 FT LAUDERDALE,FL33114	NONE	PUBLIC	GENERAL	100,000
Total ................................. 3a				600,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	71,090
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	107,866
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)..				178,956

13Total. Add line 12, columns (b), (d), and (e)..................

178,956

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income
POLEN CAPITAL MGMT	3,216	3,216
DELAWARE CAPITAL MGMT	1,110	1,110
BAHL & GAYNOR	1,097	1,097
WCM INVESTMENT MANAGEMENT	1,087	1,087
COHO PARTNERS	94	94

Category	Amount	Net Investment Income
TAXES(EXCISE)	430	0
ESTIMATED TAX	1,200	0
FOREIGN TAXES	649	649