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
TA THOMAS AUSTIN FINCH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 FEDERAL ST 37TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

56-6037907
B Telephone number (see instructions)

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$13,379,335J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 152,293 138,762  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 325,810
b Gross sales price for all assets on line 6a 1,784,641
7 Capital gain net income (from Part IV, line 2)... 325,810
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)....... Click to see attachment 3,423    
12 Total. Add lines 1 through 11........ 481,526 464,572  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,737 26,803   8,934
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 950 713 0 238
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,257 2,257   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 9,772 185   9,587
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,716 29,958 0 18,759
25 Contributions, gifts, grants paid....... 522,800 522,800
26 Total expenses and disbursements. Add lines 24 and 25 571,516 29,958 0 541,559
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,990
b Net investment income (if negative, enter -0-) 434,614
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 763,225 649,088 649,088
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,236,092 Click to see attachment7,255,884 11,961,908
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 500,000 Click to see attachment500,000 763,863
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 9,756 999 4,476
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,509,073 8,405,971 13,379,335
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,509,073 8,405,971
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)..... 8,509,073 8,405,971
30 Total liabilities and net assets/fund balances (see instructions). 8,509,073 8,405,971
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
8,509,073
2
Enter amount from Part I, line 27a .....................
2
-89,990
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,419,083
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
13,112
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,405,971
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 68. APPLE INC COM     2020-01-02
b 122. WELLS FARGO & CO NEW COM     2020-01-02
c 62. WELLS FARGO & CO NEW COM   2016-09-28 2020-01-02
d 79. WELLS FARGO & CO NEW COM     2020-01-02
e 61. UNITEDHEALTH GROUP INC COM   2015-01-27 2020-01-14
489. WELLS FARGO & CO NEW COM     2020-01-14
69. WELLS FARGO & CO NEW COM   2013-08-21 2020-01-14
68. INTERXION HOLDING SHS   2018-05-25 2020-02-11
66. T MOBILE US INC COM   2018-12-20 2020-02-12
37. T MOBILE US INC COM   2018-12-20 2020-02-12
55. T MOBILE US INC COM     2020-02-12
15. AMERICAN TOWER CORPORATION   2018-06-20 2020-02-28
41. AMERICAN TOWER CORPORATION   2018-06-20 2020-02-28
87. DANAHER CORP COM   2017-06-20 2020-03-02
15. DANAHER CORP COM     2020-03-02
43. FIDELITY NATL INFORMATION SVCS INC COM     2020-03-02
58. FISERV INC COM   2016-02-02 2020-03-02
152. INTERCONTINENTAL EXCHANGE, INC COM   2018-10-01 2020-03-02
15. INTERCONTINENTAL EXCHANGE, INC COM     2020-03-02
24. DUPONT DE NEMOURS INC COM   2017-12-21 2020-03-03
58. DUPONT DE NEMOURS INC COM   2017-12-21 2020-03-03
197. DUPONT DE NEMOURS INC COM     2020-03-03
179. NTT DOCOMO INC SPONS ADR   2018-05-25 2020-03-03
936. KINDER MORGAN INC DEL COM     2020-03-04
305. KINDER MORGAN INC DEL COM     2020-03-04
93. ZOETIS INC CL A   2018-12-11 2020-03-04
89. WESTERN ALLIANCE BANCORP COM   2019-11-04 2020-03-12
178. WESTERN ALLIANCE BANCORP COM     2020-03-12
116. BOEING CO COM     2020-03-13
40. PIONEER NAT RES CO COM   2019-02-14 2020-03-17
2. PIONEER NAT RES CO COM   2019-07-11 2020-03-17
29. ALPHABET INC CAP STK CL C     2020-03-18
103. MARRIOTT INTERNATIONAL CL A   2020-03-04 2020-03-18
5. MARRIOTT INTERNATIONAL CL A   2020-03-04 2020-03-18
17. MARRIOTT INTERNATIONAL CL A     2020-03-18
50. MARRIOTT VACATIONS WRLDWDE CP COM     2020-03-19
40. MARRIOTT VACATIONS WRLDWDE CP COM   2020-03-02 2020-03-19
17. MARRIOTT VACATIONS WRLDWDE CP COM   2018-11-05 2020-03-19
102. MARRIOTT INTERNATIONAL CL A   2020-03-04 2020-03-19
23. MARRIOTT INTERNATIONAL CL A     2020-03-19
39. EURONET WORLDWIDE INC COM     2020-03-24
19. EURONET WORLDWIDE INC COM   2018-03-12 2020-03-24
149. KAR AUCTION SVCS INC COM     2020-03-24
144. KAR AUCTION SVCS INC COM     2020-03-24
198. MERCK & CO INC NEW COM     2020-03-24
5. MERCK & CO INC NEW COM   2013-07-30 2020-03-24
41. SCHLUMBERGER LTD COM   2019-12-19 2020-03-25
107. SCHLUMBERGER LTD COM     2020-03-25
141. CIGNA CORP NEW USD     2020-03-26
100. EOG RES INC COM   2019-06-25 2020-03-27
362. EOG RES INC COM     2020-03-27
62. EOG RES INC COM   2015-07-28 2020-03-27
8. CITIGROUP INC COM NEW   2017-07-31 2020-03-31
3. CITIGROUP INC COM NEW   2017-07-31 2020-03-31
495. CITIGROUP INC COM NEW     2020-03-31
106. HEXCEL CORP NEW COM     2020-04-03
57. HEXCEL CORP NEW COM     2020-04-03
72. WEX INC COM     2020-04-03
56. FIDELITY NATL INFORMATION SVCS INC COM     2020-04-15
104. VISA INC COM CL A     2020-04-16
51. EURONET WORLDWIDE INC COM     2020-04-22
20. EURONET WORLDWIDE INC COM     2020-04-22
40. JONES LANG LASALLE INC COM     2020-04-22
3. JONES LANG LASALLE INC COM   2013-08-26 2020-04-22
7. JONES LANG LASALLE INC COM   2013-08-26 2020-04-22
7. JONES LANG LASALLE INC COM   2013-08-26 2020-04-23
209. MERCK & CO INC NEW COM     2020-04-30
.942 RAYTHEON TECHNOLOGIES CORP COM   2019-04-02 2020-05-11
216. FIDELITY NATL INFORMATION SVCS INC COM     2020-05-18
60. CARRIER GLOBAL CORPORATION COM   2018-06-20 2020-06-02
60. CARRIER GLOBAL CORPORATION COM     2020-06-02
418. CARRIER GLOBAL CORPORATION COM     2020-06-02
36. EQUINIX INC COM PAR     2020-06-02
201. MEDTRONIC PLC SHS     2020-06-03
177. FISERV INC COM     2020-06-08
109. BORGWARNER INC COM     2020-06-16
37. BORGWARNER INC COM   2016-09-26 2020-06-16
31. BORGWARNER INC COM     2020-06-16
43. MOHAWK INDS INC COM     2020-06-16
6. MOHAWK INDS INC COM   2013-08-26 2020-06-16
68. XYLEM INC COM     2020-06-16
49. XYLEM INC COM     2020-06-16
11. XYLEM INC COM   2019-01-09 2020-06-16
60. FISERV INC COM   2013-08-26 2020-06-18
51. EURONET WORLDWIDE INC COM     2020-06-24
26. EURONET WORLDWIDE INC COM   2016-01-20 2020-06-24
106. FISERV INC COM   2013-08-26 2020-06-24
57. AMETEK INC NEW COM     2020-06-25
19. HUBBELL INC COM     2020-06-25
22. HUBBELL INC COM     2020-06-25
47. ROSS STORES INC COM   2016-02-02 2020-06-25
10. ROSS STORES INC COM     2020-06-25
100. T MOBILE US INC COM   2019-04-02 2020-06-25
36. DISNEY WALT CO COM   2020-01-02 2020-06-26
107. DISNEY WALT CO COM     2020-06-26
42. T MOBILE US INC COM     2020-06-26
302. CAPITAL ONE FINL CORP COM     2020-06-30
5. CAPITAL ONE FINL CORP COM   2013-08-21 2020-06-30
672. T MOBILE US INC RT EXP 07/27/2020     2020-07-01
238. T MOBILE US INC RT EXP 07/27/2020     2020-07-01
6. AMAZON.COM INC COM   2018-10-29 2020-07-08
6. AUTOZONE INC COM   2016-02-02 2020-07-08
27. ULTA BEAUTY, INC     2020-07-13
66. MASCO CORP COM     2020-07-15
23. CONCHO RES INC COM     2020-07-20
58. CONCHO RES INC COM     2020-07-20
8. UNIVERSAL HLTH SVCS INC CL B   2017-02-13 2020-07-20
21. UNIVERSAL HLTH SVCS INC CL B     2020-07-20
70. BRIGHT HORIZONS FAM SOL IN DEL COM     2020-08-03
21. KANSAS CITY SOUTHERN COM   2013-08-26 2020-08-03
38. EPAM SYS INC COM   2016-02-02 2020-08-18
143. HSBC HLDGS PLC SPONSORED ADR NEW   2018-05-25 2020-08-20
18. NEW ORIENTAL ED & TECH GRP INC SPON ADR     2020-08-20
38. RITCHIE BROS AUCTIONEERS COM   2018-05-25 2020-08-20
54. INTERCONTINENTAL EXCHANGE, INC COM     2020-09-03
186. APPLE INC COM     2020-09-11
494. CITIGROUP INC COM NEW     2020-09-11
3. DANAHER CORP COM   2017-02-13 2020-09-11
102. DANAHER CORP COM     2020-09-11
51. DOLLAR GEN CORP NEW COM   2013-08-21 2020-09-21
42. UNIVERSAL HLTH SVCS INC CL B     2020-10-07
23. UNIVERSAL HLTH SVCS INC CL B   2014-05-23 2020-10-07
13. COMCAST CORP CL A   2015-01-27 2020-10-09
46. COMCAST CORP CL A   2015-01-27 2020-10-09
428. COMCAST CORP CL A   2015-01-27 2020-10-09
93. LIVONGO HEALTH INC COM     2020-11-02
104. AUTOMATIC DATA PROCESSING INC COM     2020-11-05
72. DANAHER CORP COM   2015-01-27 2020-11-05
119. GLOBAL BLOOD THERAPEUTICS INC COM     2020-11-09
36. GLOBAL BLOOD THERAPEUTICS INC COM   2020-06-16 2020-11-09
32. THERMO FISHER CORP COM   2015-07-14 2020-11-09
2. MERCADOLIBRE INC COM   2018-05-25 2020-11-10
15. RITCHIE BROS AUCTIONEERS COM   2018-05-25 2020-11-10
19. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2018-05-25 2020-11-10
9. RITCHIE BROS AUCTIONEERS COM   2018-05-25 2020-11-11
12. QUALCOMM INC COM   2015-06-11 2020-11-13
114. QUALCOMM INC COM     2020-11-13
136. APPLE INC COM   2013-08-21 2020-11-16
24. BLACKROCK INC COM   2019-03-26 2020-11-16
80. UNION PAC CORP COM     2020-11-16
.056 TELADOC HEALTH   2020-11-09 2020-12-02
93. CENTENE CORP DEL COM     2020-12-04
329. ORACLE CORP COM     2020-12-04
75. ORACLE CORP COM   2013-08-21 2020-12-04
99. ORACLE CORP COM   2013-08-21 2020-12-04
91. QUALCOMM INC COM     2020-12-04
10. LVMH MOET HENNESSY LOU VUITTON ADR   2018-05-25 2020-12-14
72. NIDEC CORP SPONSORED ADR   2018-05-25 2020-12-14
23. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2018-05-25 2020-12-14
.478 BANCO SANTANDER SA ADR   2020-12-15 2020-12-18
230. CENTENE CORP DEL COM     2020-12-21
7173.601 CIBC ATLAS INCOME OPPORTUNITIES FUND INST     2020-12-22
22174.94 ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS I     2020-12-22
12799.016 TWEEDY BROWNE GLOBAL VALUE FUND #1     2020-12-22
4. HD SUPPLY HLDGS INC COM   2020-10-27 2020-12-28
277. HD SUPPLY HLDGS INC COM     2020-12-28
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,294   10,565 9,729
b 6,554   5,911 643
c 3,331   2,800 531
d 4,244   3,563 681
e 17,456   6,754 10,702
24,332   21,245 3,087
3,425   2,946 479
6,088   4,326 1,762
6,317   4,247 2,070
3,531   2,381 1,150
5,256   3,454 1,802
3,409   2,109 1,300
9,180   5,765 3,415
12,718   7,457 5,261
2,164   1,266 898
6,223   2,290 3,933
6,436   2,690 3,746
13,824   11,371 2,453
1,350   1,073 277
1,059   2,543 -1,484
2,535   6,146 -3,611
8,652   20,229 -11,577
4,781   4,633 148
18,802   16,221 2,581
6,121   4,749 1,372
13,021   8,357 4,664
2,540   4,572 -2,032
5,079   10,479 -5,400
19,087   12,200 6,887
2,312   6,061 -3,749
116   293 -177
31,375   17,593 13,782
5,809   11,715 -5,906
270   569 -299
904   1,907 -1,003
2,033   4,875 -2,842
1,627   3,916 -2,289
689   1,652 -963
6,328   11,395 -5,067
1,310   2,569 -1,259
3,122   3,299 -177
1,521   1,667 -146
1,526   3,713 -2,187
1,475   3,323 -1,848
13,524   10,284 3,240
343   241 102
617   1,628 -1,011
1,610   7,242 -5,632
22,834   24,965 -2,131
3,560   9,038 -5,478
12,888   33,508 -20,620
2,255   4,781 -2,526
351   546 -195
132   205 -73
21,556   30,310 -8,754
3,308   5,579 -2,271
1,815   2,910 -1,095
6,621   6,086 535
6,712   2,758 3,954
16,834   12,184 4,650
4,187   3,897 290
1,642   1,480 162
3,950   5,154 -1,204
295   254 41
690   592 98
696   592 104
16,671   10,025 6,646
54   75 -21
29,558   7,174 22,384
1,296   1,252 44
1,260   1,251 9
8,882   7,794 1,088
24,922   8,658 16,264
19,589   15,888 3,701
18,952   5,938 13,014
3,670   5,142 -1,472
1,244   1,287 -43
1,041   901 140
4,236   6,495 -2,259
600   748 -148
4,557   5,355 -798
3,278   3,323 -45
738   739 -1
6,214   1,497 4,717
4,765   3,700 1,065
2,471   1,874 597
10,329   2,645 7,684
4,878   2,759 2,119
2,253   2,321 -68
2,608   2,510 98
3,916   2,641 1,275
837   540 297
11,050   6,981 4,069
3,964   5,298 -1,334
11,673   15,662 -3,989
4,533   2,931 1,602
18,868   22,166 -3,298
313   334 -21
113     113
40     40
18,258   9,459 8,799
6,663   4,548 2,115
5,326   4,706 620
3,404   2,542 862
1,176   2,968 -1,792
2,968   5,689 -2,721
763   936 -173
2,021   2,364 -343
7,488   5,571 1,917
3,694   2,279 1,415
11,543   2,853 8,690
3,091   7,021 -3,930
2,437   1,125 1,312
2,406   1,297 1,109
5,610   2,990 2,620
20,547   4,887 15,660
25,195   24,013 1,182
614   253 361
20,899   7,187 13,712
10,393   2,781 7,612
4,600   4,059 541
2,547   2,064 483
588   366 222
2,084   1,296 788
19,278   12,054 7,224
394     394
17,093   7,290 9,803
17,413   4,641 12,772
4,617   8,512 -3,895
1,415   2,414 -999
15,681   4,370 11,311
2,471   630 1,841
1,011   512 499
1,674   746 928
601   307 294
1,747   792 955
16,455   7,521 8,934
16,316   2,453 13,863
16,206   10,089 6,117
16,503   9,172 7,331
11   10 1
5,964   6,223 -259
19,729   10,742 8,987
4,503   2,447 2,056
5,935   3,230 2,705
14,302   5,957 8,345
1,233   715 518
2,184   1,404 780
2,405   903 1,502
2   11 -9
13,554   12,346 1,208
100,000   74,714 25,286
229,067   250,000 -20,933
344,550   321,631 22,919
224   163 61
15,512   8,218 7,294
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
      59,778
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       9,729
b       643
c       531
d       681
e       10,702
      3,087
      479
      1,762
      2,070
      1,150
      1,802
      1,300
      3,415
      5,261
      898
      3,933
      3,746
      2,453
      277
      -1,484
      -3,611
      -11,577
      148
      2,581
      1,372
      4,664
      -2,032
      -5,400
      6,887
      -3,749
      -177
      13,782
      -5,906
      -299
      -1,003
      -2,842
      -2,289
      -963
      -5,067
      -1,259
      -177
      -146
      -2,187
      -1,848
      3,240
      102
      -1,011
      -5,632
      -2,131
      -5,478
      -20,620
      -2,526
      -195
      -73
      -8,754
      -2,271
      -1,095
      535
      3,954
      4,650
      290
      162
      -1,204
      41
      98
      104
      6,646
      -21
      22,384
      44
      9
      1,088
      16,264
      3,701
      13,014
      -1,472
      -43
      140
      -2,259
      -148
      -798
      -45
      -1
      4,717
      1,065
      597
      7,684
      2,119
      -68
      98
      1,275
      297
      4,069
      -1,334
      -3,989
      1,602
      -3,298
      -21
      113
      40
      8,799
      2,115
      620
      862
      -1,792
      -2,721
      -173
      -343
      1,917
      1,415
      8,690
      -3,930
      1,312
      1,109
      2,620
      15,660
      1,182
      361
      13,712
      7,612
      541
      483
      222
      788
      7,224
      394
      9,803
      12,772
      -3,895
      -999
      11,311
      1,841
      499
      928
      294
      955
      8,934
      13,863
      6,117
      7,331
      1
      -259
      8,987
      2,056
      2,705
      8,345
      518
      780
      1,502
      -9
      1,208
      25,286
      -20,933
      22,919
      61
      7,294
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 325,810
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 6,041
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 6,041
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 6,041
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,408
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 3,408
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 2,633
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 taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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 addressbullet  
    14
    The books are in care ofbulletCIBC National Trust Company Telephone no.bullet (404) 881-3416

    Located atbullet1555 PEACHTREE STREET SUITE 1100ATLANTAGA ZIP+4bullet30309
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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
    CIBC National Trust Company N A Trustee
    2     		35,737    
    1555 Peachtree Street Suite 1100
    Atlanta,GA30309
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,272,248
    b
    Average of monthly cash balances.......................
    1b
    681,624
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,953,872
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,953,872
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    179,308
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,774,564
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    588,728
    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
    588,728
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,041
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,041
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    582,687
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    582,687
    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
    582,687
    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
    541,559
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    541,559
    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
    541,559
    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 7 582,687
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 536,683
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 541,559
    a Applied to 2019, but not more than line 2a 536,683
    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..... 4,876
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		577,811
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Atlantic Trust Company N A
    1555 Peachtree Street Suite 1100
    Atlanta,GA30309
    (404) 881-3405
    bThe form in which applications should be submitted and information and materials they should include:
    Proposal Letter and Supporting Documents
    cAny submission deadlines:
    Request must be postmarked by August 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Grants are made only to public charities within the corporate city limits of Thomasville, NC
    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
    MEMORIAL UNITED METHODIST CHURCH
    101 RANDOLPH STREET
    THOMASVILLE,NC27360     		NONE PC TO BENEFIT HOMELESS 55,000
    THOMASVILLE COMMUNITY MINISTRY INC
    D/B/A COOPERATIVE COMMUNITY MINISTR
    PO BOX 1841
    THOMASVILLE,NC27361     		NONE PC GENERAL SUPPORT 40,000
    NORTH CAROLINA STATE UNIVERSITY
    CASHIER'S OFFICE OF SCHOLARSHIPS
    CAMPUS BOX 7302
    RALEIGH,NC276957302     		NONE PC SCHOLARSHIP 31,500
    UNIVERSITY OF NORTH CAROLINA
    Office of Scholarships & Financial
    601 S COLLEGE ROAD
    WILMINGTON,NC28403     		NONE PC SCHOLARSHIP 7,000
    WAKE FOREST UNIVERSITY
    OFFICE OF STUDENT FINANCIAL AID
    PO BOX 7246
    WINSTONSALEM,NC271097246     		NONE PC SCHOLARSHIP 21,000
    THOMASVILLE CHAMBER FOUNDATION
    941 RANDOLPH STREET
    THOMASVILLE,NC27361     		NONE PC GENERAL SUPPORT 25,000
    HOSPICE OF THE PIEDMONT INC
    1801 WESTCHESTER DR
    HIGH POINT,NC27262     		NONE PC TO BENEFIT CITIZENS OF 2,000
    TOM A FINCH YMCA
    1010 MENDENHALL ST
    THOMASVILLE,NC27360     		NONE PC GENERAL SUPPORT 62,000
    WOODBERRY FOREST SCHOOL
    10 WOODBERRY STATION
    WOODBERRY FOREST,VA22989     		NONE PC SCHOLARSHIP 35,000
    FAMILY SERVICES OF HIGH POINT
    902 BONNER DRIVE
    Jamestown,NC27282     		NONE PC GENERAL SUPPORT 3,500
    WESTCHESTER COUNTRY DAY SCHOOL
    2045 N OLD GREENSBORO RD
    HIGH POINT,NC27265     		NONE PC GENERAL SUPPORT 126,000
    UNIVERSITY OF NC AT CHAPEL HILL
    University Cashier Suite 2215 SASB N
    450 RIDGE RD CB 1400
    CHAPEL HILL,NC275991400     		NONE PC SCHOLARSHIP 28,000
    COMMUNITIES IN SCHOOL OF THOMASVILLE
    400 TURNER STREET
    THOMASVILLE,NC27360     		NONE PC GENERAL SUPPORT 15,000
    University of North Carolina
    at Greensboro Financial Aid Office
    PO BOX 26170 723 KENILWORTH STREET
    Greensboro,NC274026170     		NONE PC SCHOLARSHIP 21,000
    University of North Carolina
    at Charlotte
    9201 UNIVERSITY CITY BLVD
    Charlotte,NC282230001     		NONE PC SCHOLARSHIP 7,000
    LIBERTY UNIVERSITY
    FINANCIAL AID OFFICE ATTN EXTERNAL AID
    MSC BOX 710282
    LYNCHBURG,VA24515     		NONE PC SCHOLARSHIP 7,000
    CLEMSON UNIVERSITY
    OFFICE OF STUDENT FINANCIAL AID
    G01 SIKES HALL
    CLEMSON,SC29634     		NONE PC SCHOLARSHIP 7,000
    DAVIDSON COUNTY COMMUNITY COLLEGE
    BUSINESS OFFICE
    PO BOX 1287
    LEXINGTON,NC272931287     		NONE PC FOR LAUNCH THOMASVILLE 9,800
    NOVANT HEALTH THOMASVILLE MEDICAL
    ATTN PAYTON WILLIAMS
    207 OLD LEXINGTON ROAD
    THOMASVILLE,NC27360     		NONE PC GENERAL SUPPORT 20,000
    Total .................................bullet 3a 522,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 152,293  
    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 ............     		    18 325,810  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 3,423  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   481,526  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    481,526
    (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:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 950 713   238

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD SHT TERM INVT GRADE 200,554 205,794
    AMERICAN TOWER CORPORATION 21,045 41,974
    AMERIPRISE FINL INC COM 12,446 23,320
    AMETEK INC NEW COM 5,344 14,271
    AMPHENOL CORP COM 11,784 25,631
    ANSYS INC COM 7,523 30,195
    APPLE INC COM 22,454 178,070
    AUTOMATIC DATA PROCESSING INC 17,642 49,160
    AUTOZONE INC COM 13,594 30,821
    BERRY GLOBAL GROUP INC 7,189 14,048
    BLACKROCK INC COM 32,291 72,876
    BOEING CO COM    
    BROWN FORMAN CORP CL B 3,266 9,055
    CAPITAL ONE FINL CORP COM    
    CHURCH & DWIGHT INC COM 6,143 15,789
    CISCO SYS INC COM 59,805 90,350
    CITIGROUP INC COM NEW    
    CITRIX SYS INC COM 3,843 8,326
    COMCAST CORP CL A 22,972 49,570
    CONCHO RES INC COM    
    CROWN HLDGS INC COM 9,871 21,343
    DANAHER CORP COM 22,101 90,411
    DOLLAR GEN CORP NEW 25,808 62,039
    DOLLAR TREE INC COM 13,349 22,148
    EPAM SYS INC COM 6,616 50,886
    EQUINIX INC COM    
    FIDELITY NATL INFORMATION SVCS 45,269 90,959
    FISERV INC COM 34,105 82,207
    FMC CORP COM NEW 8,022 18,504
    HOME DEPOT INC COM 30,268 82,342
    HUBBELL INC CL B 7,074 10,975
    HUMANA INC COM 6,273 18,052
    IHS INC CL A    
    INTERCONTINENTALEXCHANGE 52,880 95,345
    ISHARES S&P SMALL-CAP 600 VALU 99,496 209,455
    JOHNSON & JOHNSON COM 72,637 105,602
    JONES LANG LASALLE INC COM    
    JP MORGAN MID CAP VALUE FUND    
    JPMORGAN CHASE & CO COM 41,460 96,319
    KANSAS CITY SOUTHERN COM 6,514 14,697
    MARRIOT INTERNATIONAL CL A 6,319 15,435
    MERCK & CO INC NEW COM    
    MICROCHIP TECHNOLOGY INC COM 9,907 32,594
    MICROSOFT CORP COM 47,498 280,249
    MOHAWK INDS INC COM    
    MONSTER BEVERAGE CORP COM 3,986 18,404
    ORACLE CORP COM    
    PEPSICO INC COM 46,063 71,481
    PIONEER NAT RES CO COM 48,511 33,484
    ROPER TECHNOLOGIES, INC. 54,532 87,942
    ROSS STORES INC COM 4,851 16,825
    SBA COMMUNICATIONS CORP COM 9,634 30,188
    SKYWORKS SOLUTIONS INC COM 3,173 15,135
    STRYKER CORP COM 25,501 65,671
    TJX COS INC NEW COM 44,971 77,577
    TRACTOR SUPPLY CO COM 10,868 18,416
    TWEEDY BROWNE GLOBAL VALUE FD    
    UNION PAC CORP COM 36,815 73,918
    UNITED TECHNOLOGIES CORP COM    
    UNITEDHEALTH GROUP INC COM 46,809 132,557
    US BANCORP DEL COM 62,205 65,319
    VANGUARD BD INDEX FD INC SHORT 332,365 341,963
    VANGUARD INDEX FDS SMALL-CAP 71,609 311,556
    VF CORP COM 28,820 44,328
    WELLS FARGO & CO NEW COM    
    WEX INC COM    
    ALPHABET INC CAP STK CL A 35,801 82,374
    ALPHABET INC CAP STK CL C 40,123 140,150
    AMAZON.COM INC COM 44,058 319,179
    ASHLAND GLOBAL HLDGS INC COM 5,742 7,445
    BORGWARNER INC COM    
    CARTER INC COM 10,756 10,818
    CIGNA CORP COM 34,243 50,380
    EOG RES INC COM    
    GLOBAL PMTS INC COM 18,668 45,669
    HCA HEALTHCARE INC 6,940 16,610
    HD SUPPLY HLDGS INC COM    
    MEDTRONIC PLC SHS 44,473 69,113
    NEXTERA ENERGY INC COM 38,019 70,361
    O REILLY AUTOMOTIVE INC NEW CO 9,399 16,745
    PENTAIR PLC SHS 4,455 6,371
    PTC INC COM 10,676 29,185
    QUALCOMM INC COM 37,654 97,955
    REXNORD CORP NEW COM 8,404 13,111
    SPROUTS FMRS MKT INC COM 8,970 8,161
    THERMO FISHER CORP COM 23,598 83,375
    ULTA BEAUTY, INC    
    UNIVERSAL HLTH SVCS INC CL B    
    VISA INC COM CL A 44,026 144,362
    KINDER MORGAN INC DEL COM    
    CIBC ATLAS INCOME OPPORTUNITIE 729,051 1,006,921
    EDWARDS LIFESCIENCES CORP 8,559 26,639
    EURONET WORLDWIDE INC 5,526 8,116
    FLEETCOR TECHNOLOGIES INC 9,142 15,824
    POLEN GROWTH FUND 546,730 1,317,567
    VERSUS CAPITAL MULTI-MANAGER R 329,428 345,872
    ANGEL OAK MULTI-STRATEGY INCOM    
    APTIV PLC COM NEW 9,929 19,022
    AUTODESK INC COM 15,863 43,053
    BRIGHT HORIZONS FAM SOL IN DEL    
    CHEVRON CORP NEW COM 46,314 32,936
    EXACT SCIENCES CORP COM 9,989 24,776
    HEXCEL CORP NEW COM    
    HONEYWELL INTERNATIONAL INC CO 67,100 111,668
    JAZZ PHARMACEUTICALS PLC SHS U 11,004 11,719
    MASCO CORP COM 9,111 13,293
    MSCI INC CL A 4,471 23,666
    PRA HEALTH SCIENCES INC COM 11,096 17,060
    TELEFLEX INC COM 10,919 19,755
    TRANSUNION COM 8,475 20,042
    VERSUS CAPITAL REAL ASSETS FUN 191,526 202,393
    VIRTUS VONTOBEL EMERGING MARKE 334,992 432,296
    XILINX INC COM 8,648 17,012
    ADOBE SYS INC COM 26,358 87,021
    AIA GROUP LTD SPONSORED ADR 8,137 11,076
    AIR LIQUIDE ADR 5,778 8,213
    ALEXION PHARMACEUTICALS INC CO 16,547 20,936
    ALIBABA GROUP HLDG LTD SPONSOR 8,217 10,007
    AMADEUS IT HLDG S A ADS 10,173 10,640
    ANALOG DEVICES INC COM 37,716 66,331
    ASML HOLDING N V NYREGISTRY SH 4,996 12,193
    ASSA ABLOY AB ADR 5,836 6,571
    BAE SYS PLC SPONSORED ADR 6,275 5,131
    BANCO SANTANDER SA ADR 13,648 8,525
    BHP GROUP LIMITED 7,642 9,997
    BROOKFIELD ASSET MGMT INC VOTI 2,909 4,457
    CANADIAN NATL RY CO COM 4,351 5,712
    CHUBB LTD COM 5,746 6,619
    CONTINENTAL AG SPONSORED ADR 10,028 8,620
    COOPER COS INC COM NEW 8,062 12,353
    DAIKIN INDS LTD ADR 5,973 11,477
    DBS GROUP HLDGS LTD SPONSORED 5,792 5,911
    DEUTSCHE BOERSE ADR 3,262 4,277
    DIAGEO PLC SPONSORED ADR NEW 7,046 7,464
    ENCOMPASS HEALTH CORP COM 10,395 23,732
    FANUC LTD JAPAN ADR 6,258 7,123
    FOMENTO ECONOMICO MEXICANO SAB 4,625 4,167
    GRIFOLS S A SP ADR REP B NVT 5,440 4,628
    HDFC BANK LTD ADR REPS 3 SHS 7,787 11,706
    HSBC HLDGS PLC SPONSORED ADR N    
    ICON PLC SHS 6,366 9,944
    INTERCONTINENTAL HOTELS GROUP 6,151 5,796
    INTERXION HOLDING SHS    
    JULIUS BAER GROUP LTD ADR 7,468 7,177
    KAR AUCTION SVCS INC COM    
    LAS VEGAS SANDS CORP COM 7,161 5,781
    LINDE PLC COM 49,198 79,317
    LONDON STK EXCHANGE GROUP UNSP 3,399 6,834
    LVMH MOET HENNESSY LOU VUITTO 6,288 11,002
    MARRIOTT VACATIONS WRLDWDE CP    
    MERCADOLIBRE INC COM 946 5,026
    NEW ORIENTAL ED & TECH GRP INC 1,343 4,459
    NIDEC CORP SPONSORED ADR 6,944 11,189
    NOVARTIS AG SPONSORED ADR 6,063 8,310
    NTT DOCOMO INC SPONS ADR    
    RAYTHEON CO COM NEW    
    RITCHIE BROS AUCTIONEERS COM 3,685 7,511
    ROYAL DUTCH SHELL PLC ADR B 8,516 5,042
    SCHLUMBERGER LTD COM    
    SEVEN & I HLDGS CO LTD ADR 5,354 4,589
    SIEMENS A G SPONSORED ADR 6,455 7,477
    SMITH & NEPHEW PLC-SPON ADR 4,460 5,145
    SUNCOR ENERGY INC NEW COM 6,830 3,843
    SYMRISE AG ADR 5,112 8,323
    SYSMEX CORP ADR 7,721 9,968
    T MOBILE US INC COM 49,680 103,565
    TAIWAN SEMICONDUCTOR MFG CO LT 4,003 11,122
    TENCENT HLDGS LTD ADR 8,949 13,020
    TOKIO MARINE HOLDINGS INC ADR 4,012 4,267
    WESTERN ALLIANCE BANCORP COM    
    YUM CHINA HLDGS INC COM 6,137 8,963
    ZOETIS INC CL A 46,607 72,820
    ALCON INC ORD SHS 5,657 6,598
    BLACKSTONE GROUP INC COM CL A 61,004 81,920
    CDW CORP COM 12,513 14,102
    CINTAS CORP COM 9,299 12,725
    COSTAR GROUP INC COM 5,921 15,713
    DISNEY WALT CO COM 41,663 55,260
    DOMINOS PIZZA INC COM 9,917 14,188
    DUPONT DE NEMOURS INC COM    
    ECOLAB INC COM 52,768 68,802
    GENPACT LIMITED SHS 20,017 23,947
    GLOBAL BLOOD THERAPEUTICS INC    
    HEXAGON AB ADR 2,799 5,113
    IAA INC COM 9,059 15,660
    KEYSIGHT TECHNOLOGIES INC COM 16,070 24,305
    KLA CORPORATION 6,613 10,615
    LAM RESH CORP COM 12,969 31,642
    LIVENT CORP COM 5,031 8,365
    LLOYDS BANKING GROUP PLC SPONS 9,986 8,540
    L3 HARRIS TECHNOLOGIES INC 12,078 10,963
    MATTHEWS PACIFIC TIGER FUND- I 349,981 414,691
    SCHWAB CHARLES CORP NEW COM 82,706 100,776
    TEXAS INSTRUMENTS INC COM 40,173 52,193
    UBISOFT ENTMT SA ADR 5,096 7,331
    WASTE MANAGEMENT INC COM 62,712 68,989
    XYLEM INC COM    
    COHEN & STEERS PREFERRED SECUR 200,000 200,836
    ABBOTT LABORATORIES COM 63,821 80,694
    AMERICAN ELEC PWR INC COM 54,696 50,462
    AMERICAN WTR WKS CO INC NEW CO 41,984 50,031
    ASTRAZENECA PLC SPONSORED ADR 64,137 57,888
    AVANTOR INC COM 12,829 18,466
    CADENCE DESIGN SYSTEM INC COM 18,669 29,742
    CATALENT INC COM 14,495 15,298
    CHARLES RIV LABORATORIES INTL 12,018 17,490
    COMPASS GROUP PLC SPONSORED AD 5,909 5,645
    CYRUSONE INC COM 7,599 7,388
    DYNATRACE INC COM 11,313 13,154
    ENPHASE ENERGY INC COM 5,736 9,475
    ENTEGRIS INC COM 9,100 14,223
    EVERBRIDGE INC COM 15,924 16,100
    FIVE BELOW INC COM 6,303 10,849
    GOODRX HLDGS INC COM CL A 7,707 7,947
    IDEX CORP COM 10,028 15,538
    IHS MARKIT LTD SHS 8,776 20,481
    JPMORGAN MID CAP VALUE FUND CL 309,461 378,629
    LIBERTY BROADBAND CORP COM SER 6,750 8,710
    MARVELL TECHNOLOGY GROUP LTD 10,592 19,634
    MONDELEZ INTL INC COM 67,798 76,128
    OTIS WORLDWIDE CORP COM 34,850 43,772
    PNC FINL SVCS GROUP INC COM 46,671 55,279
    RAYTHEON TECHNOLOGIES CORP COM 67,592 69,794
    RESMED INC COM 18,704 23,169
    S&P GLOBAL INC COM 47,648 46,351
    SALESFORCE COM INC COM 32,773 57,190
    SMARTSHEET INC COM CL A 16,627 21,826
    SONY CORP AMERN SH NEW 4,959 7,886
    SPLUNK INC COM 12,357 10,703
    SYNOPSYS INC COM 17,738 24,109
    TELADOC HEALTH 9,766 15,197
    TEMENOS AG SPONSORED ADR 4,934 4,616
    TWILIO INC CL A 12,641 15,910
    VESTAS WIND SYS AS UTD KINGDOM 3,149 8,913

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIGHTHOUSE GLOBAL LONG ST LTD AT COST 500,000 763,863

    TY 2020 OtherDecreasesSchedule
    Name:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Description Amount
    RETURN OF CAPITAL 12,451
    ROUNDING AND TIMING 661


    TY 2020 OtherExpensesSchedule
    Name:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 247 185   62
    SCHOLARSHIP PROGRAM EXPENSES 9,525 0   9,525


    TY 2020 OtherIncomeSchedule2
    Name:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 3,423 0  


    TY 2020 TaxesSchedule
    Name:
    TA THOMAS AUSTIN FINCH FOUNDATION
    EIN:
    56-6037907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 568 568   0
    FOREIGN TAXES ON QUALIFIED FOR 1,574 1,574   0
    FOREIGN TAXES ON NONQUALIFIED 115 115   0