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
C JACKMAN TUW SHRINERS FD 752006301
 
Number and street (or P.O. box number if mail is not delivered to street address)JOHNSON BANK 525 JUNCTION ROAD ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI53717
A Employer identification number

39-6542836
B Telephone number (see instructions)

(608) 203-3953
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$2,909,066J 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... 54,984 54,984  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,595
b Gross sales price for all assets on line 6a 1,277,902
7 Capital gain net income (from Part IV, line 2)... 14,595
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 286 286  
12 Total. Add lines 1 through 11........ 69,865 69,865  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,834 23,834    
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 750 0 0 750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 315 315   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,899 24,149 0 750
25 Contributions, gifts, grants paid....... 131,112 131,112
26 Total expenses and disbursements. Add lines 24 and 25 156,011 24,149 0 131,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -86,146
b Net investment income (if negative, enter -0-) 45,716
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......... 72,243 70,698 70,698
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).......      
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).......... 2,111,575 Click to see attachment2,027,248 2,838,368
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,183,818 2,097,946 2,909,066
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........ 2,183,818 2,097,946
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)..... 2,183,818 2,097,946
30 Total liabilities and net assets/fund balances (see instructions). 2,183,818 2,097,946
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
2,183,818
2
Enter amount from Part I, line 27a .....................
2
-86,146
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
358
4
Add lines 1, 2, and 3 ..........................
4
2,098,030
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
84
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,097,946
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 71386.2 U.S. TREASURY TIPS 1.375% 1/15/20   2019-08-21 2020-01-15
b 21.703 INVESCO DEVELOPING MARKETS FUND   2018-03-28 2020-02-11
c 69.713 INVESCO DEVELOPING MARKETS FUND   2019-12-13 2020-02-11
d 389. HASBRO INC     2020-02-12
e 3000. INTL LEASE FIN CORP 5.875% 8/15/22   2019-05-30 2020-02-13
13000. INTL LEASE FIN CORP 5.875% 8/15/22   2018-01-11 2020-02-13
36000. U.S. TREASURY NOTES 1.750% 11/15/29   2019-12-24 2020-02-14
14000. FORD MOTOR CREDIT CO 7.450% 7/16/31   2018-09-13 2020-02-24
269. MARATHON PETROLEUM CORPORATION   2018-09-13 2020-03-09
2000. U.S. TREASURY BONDS 6.250% 8/15/23   2019-04-11 2020-03-11
2000. U.S. TREASURY BONDS 6.250% 8/15/23   2019-02-11 2020-03-11
3000. U.S. TREASURY BONDS 5.500% 8/15/28   2020-02-05 2020-03-11
6000. U.S. TREASURY BONDS 5.500% 8/15/28   2017-03-01 2020-03-11
9000. U.S. TREASURY NOTES 2.125% 7/31/24   2020-02-14 2020-03-11
7000. U.S. TREASURY NOTES 1.750% 4/30/22   2016-07-08 2020-03-11
14000. U.S. TREASURY NOTES 1.625% 8/15/29   2020-02-24 2020-03-11
5000. U.S. TREASURY NT 0.395% 10/31/21   2020-01-15 2020-03-11
250. EASTMAN CHEMICAL CO   2018-01-04 2020-03-12
31000. U.S. TREASURY NOTES 1.750% 4/30/22     2020-03-13
22.714 METROPOLITAN WEST T/R BOND-I     2020-03-16
638.153 METROPOLITAN WEST T/R BOND-I     2020-03-16
15000. U.S. TREASURY NT 0.395% 10/31/21   2020-01-15 2020-03-17
4038.683 PEAR TREE POL-F/V SM CAP-IN     2020-03-18
124.787 PEAR TREE POL-F/V SM CAP-IN   2019-12-10 2020-03-18
763. COMCAST CORP-CL A   2012-02-15 2020-03-25
6000. JPMORGAN CHASE V-Q 3.559% 4/23/24   2018-07-12 2020-03-25
6000. U.S. TREASURY BONDS 6.250% 8/15/23   2019-02-11 2020-03-25
9000. U.S. TREASURY BONDS 5.500% 8/15/28   2017-03-01 2020-03-25
10000. U.S. TREASURY NOTES 2.125% 7/31/24   2020-02-14 2020-03-25
6000. U.S. TREASURY NOTES 1.750% 4/30/22   2017-11-29 2020-03-25
24000. U.S. TREASURY NOTES 1.625% 8/15/29     2020-03-25
9000. U.S. TREASURY NT 0.395% 10/31/21   2020-01-15 2020-03-25
22. AMERICAN TOWER CORP REIT   2017-05-03 2020-03-31
728. CORNING INC COM   2019-06-20 2020-03-31
29. ABBOTT LABS COM   2018-08-23 2020-04-08
16. AMERICAN TOWER CORP REIT   2017-05-03 2020-04-08
24. ANALOG DEVICES INC COMMON STOCK   2016-08-12 2020-04-08
12. APPLE COMPUTER INC COM   2020-03-12 2020-04-08
9. BECTON DICKINSON & CO COM   2015-01-22 2020-04-08
15. BRISTOL MYERS SQUIBB CO COM   2019-12-17 2020-04-08
54. CISCO SYS INC COM   2017-05-03 2020-04-08
5. CROWN CASTLE INTL CORP REIT   2020-03-31 2020-04-08
18. DISNEY WALT CO COM   2019-04-17 2020-04-08
6. HOME DEPOT INC COM   2016-06-13 2020-04-08
11. HONEYWELL INTL INC   2011-11-04 2020-04-08
27. INTERCONTINENTAL EXCHANGE INC   2020-01-23 2020-04-08
24. JP MORGAN CHASE & CO   2015-06-08 2020-04-08
10. KLA CORP   2018-02-15 2020-04-08
10. LILLY ELI & CO COM   2019-03-27 2020-04-08
6. LOCKHEED MARTIN CORP COM   2018-08-23 2020-04-08
21. LOWES COS INC   2012-08-17 2020-04-08
5. MASTERCARD INC CL A   2020-03-25 2020-04-08
26. MAXIM INTEGRATED PRODS INC COM   2017-03-06 2020-04-08
21. MERCK & CO INC   2019-02-12 2020-04-08
22. MICROSOFT CORP COM   2010-09-27 2020-04-08
3. MOODYS CORP   2020-03-25 2020-04-08
8. NORTHROP CORP COM   2020-02-21 2020-04-08
26. RAYTHEON TECHNOLOGIES CORP   2012-05-03 2020-04-08
4. S&P GLOBAL INC   2020-03-25 2020-04-08
10. STRYKER CORP COM   2017-06-05 2020-04-08
23. TEXAS INSTRS INC COM   2013-06-14 2020-04-08
49. TRUIST FINANCIAL CORP   2018-05-30 2020-04-08
8000. U.S. TREASURY NOTES 2.125% 7/31/24   2020-02-14 2020-04-08
10. UNITEDHEALTH GROUP INC   2015-01-23 2020-04-08
15. VISA INC CL A   2017-08-16 2020-04-08
11. ACCENTURE PLC CL A   2017-05-25 2020-04-08
23. TE CONNECTIVITY LIMITED   2017-06-07 2020-04-08
14000. U.S. TREASURY NOTES 2.125% 7/31/24     2020-04-09
271.393 INVESCO DEVELOPING MARKETS FUND   2018-03-28 2020-04-15
814. TRUIST FINANCIAL CORP     2020-04-16
15000. AMERICAN EXPRESS MTN 2.700% 3/03/22   2020-03-17 2020-04-21
.9776 RAYTHEON TECHNOLOGIES CORP   2012-05-03 2020-04-23
10000. U.S. TREASURY NT 0.395% 10/31/21   2020-01-15 2020-04-28
2000. U.S. TREASURY NOTES 2.125% 7/31/24   2018-02-09 2020-05-04
12000. U.S. TREASURY NOTES 2.125% 7/31/24   2019-09-16 2020-05-04
244. DISNEY WALT CO COM     2020-05-06
14000. CHARTER COMM OPT LLC 4.908% 7/23/25   2020-03-13 2020-05-07
14000. CHARTER COMM OPT LLC 4.908% 7/23/25   2020-03-13 2020-05-14
26.467 INV OPP INTL GRWTH-R6   2019-12-13 2020-05-26
2112.355 INV OPP INTL GRWTH-R6   2018-03-28 2020-05-26
14000. U.S. TREASURY NOTES 2.125% 7/31/24   2020-05-11 2020-05-26
14000. DUPONT DE NEMOURS 2.169% 5/01/23   2020-04-28 2020-05-27
14000. AMGEN INC 2.200% 2/21/27   2020-05-04 2020-06-05
394.03 WF SPEC SM CAP VAL-INST   2018-03-28 2020-06-11
37.572 WF SPEC SM CAP VAL-INST     2020-06-11
45. ANALOG DEVICES INC COMMON STOCK   2016-08-12 2020-06-29
16000. ENERGY TRAN PARTNERS 4.050% 3/15/25   2017-02-02 2020-06-29
121. TEXAS INSTRS INC COM   2013-06-14 2020-06-29
16000. TRANSCANADA TR V-Q 5.875% 8/15/76   2018-05-03 2020-07-17
159.778 WF SPEC SM CAP VAL-INST   2018-03-28 2020-07-22
16000. MORGAN STANLEY V-Q 3.737% 4/24/24   2018-09-04 2020-07-23
17000. AIRCASTLE LTD 4.250% 6/15/26   2020-02-13 2020-07-24
13. ABBOTT LABS COM   2018-08-23 2020-08-18
6. AMERICAN TOWER CORP REIT   2017-05-03 2020-08-18
11. ANALOG DEVICES INC COMMON STOCK   2016-08-12 2020-08-18
5. APPLE COMPUTER INC COM   2020-03-12 2020-08-18
3. BECTON DICKINSON & CO COM   2015-01-22 2020-08-18
12. BRISTOL MYERS SQUIBB CO COM   2019-12-25 2020-08-18
3. BROADCOM INC   2020-06-29 2020-08-18
26. CISCO SYS INC COM   2017-05-03 2020-08-18
7. CROWN CASTLE INTL CORP REIT   2020-04-16 2020-08-18
5. HOME DEPOT INC COM   2020-05-07 2020-08-18
4. HONEYWELL INTL INC   2011-11-04 2020-08-18
10. INTERCONTINENTAL EXCHANGE INC   2019-12-24 2020-08-18
560. ISHARES MSCI ACWI EX US ETF   2018-03-28 2020-08-18
11. JP MORGAN CHASE & CO   2015-06-08 2020-08-18
5. KLA CORP   2018-02-15 2020-08-18
4. LILLY ELI & CO COM   2019-03-27 2020-08-18
3. LOCKHEED MARTIN CORP COM   2018-08-23 2020-08-18
9. LOWES COS INC   2012-08-17 2020-08-18
2. MASTERCARD INC CL A   2020-03-25 2020-08-18
13. MAXIM INTEGRATED PRODS INC COM   2017-03-06 2020-08-18
9. MERCK & CO INC   2019-02-12 2020-08-18
9. MICROSOFT CORP COM   2010-09-27 2020-08-18
3. MOODYS CORP   2020-04-16 2020-08-18
3. NORTHROP CORP COM   2020-02-21 2020-08-18
449.64 PRIMECAP ODYSSEY AGGR GRTH   2019-04-22 2020-08-18
134.866 PRIMECAP ODYSSEY AGGR GRTH     2020-08-18
18. RAYTHEON TECHNOLOGIES CORP   2020-06-08 2020-08-18
1. S&P GLOBAL INC   2020-03-25 2020-08-18
7. STRYKER CORP COM   2020-05-07 2020-08-18
10. TEXAS INSTRS INC COM   2013-06-14 2020-08-18
5. UNITEDHEALTH GROUP INC   2015-01-23 2020-08-18
7. VISA INC CL A   2017-08-16 2020-08-18
6. ACCENTURE PLC CL A   2017-05-25 2020-08-18
12. TE CONNECTIVITY LIMITED   2017-06-07 2020-08-18
366. CISCO SYS INC COM     2020-08-24
458. MAXIM INTEGRATED PRODS INC COM   2017-03-06 2020-08-31
2.272 BLACKROCK STRAT INC OPP-INST     2020-09-03
2000. GEN ELEC CAP CRP MTN 4.375% 9/16/20   2020-03-10 2020-09-16
34000. GEN ELEC CAP CRP MTN 4.375% 9/16/20     2020-09-16
1.561 DIAMOND HILL HIGH YIELD-I   2020-08-28 2020-10-29
335.536 DIAMOND HILL HIGH YIELD-I     2020-10-29
1.7 DIAMOND HILL HIGH YIELD-I     2020-11-02
10000. U.S. TREASURY BONDS 5.500% 8/15/28     2020-11-02
50000. U.S. TREASURY BONDS 5.500% 8/15/28     2020-11-02
15000. HP ENTERPRISE CO 4.450% 10/02/23   2020-04-21 2020-11-10
34000. U.S. TREASURY BONDS 6.250% 8/15/23   2019-02-11 2020-11-12
31000. U.S. TREASURY NT 0.395% 10/31/21   2020-01-15 2020-12-02
12000. U.S. TREASURY NOTES 1.750% 4/30/22   2020-05-28 2020-12-16
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    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 71,386   71,115 271
b 973   946 27
c 3,127   3,125 2
d 38,208   23,853 14,355
e 3,271   3,234 37
14,175   14,399 -224
36,534   35,491 1,043
16,324   15,727 597
9,576   22,607 -13,031
2,370   2,324 46
2,370   2,319 51
4,124   3,935 189
8,249   7,755 494
9,542   9,279 263
7,164   7,258 -94
14,928   14,335 593
5,008   5,012 -4
10,275   24,114 -13,839
31,788   31,362 426
253   249 4
7,103   6,859 244
15,005   15,035 -30
37,035   62,428 -25,393
1,144   1,737 -593
25,812   10,904 14,908
6,103   5,955 148
7,165   6,957 208
12,417   11,633 784
10,696   10,311 385
6,173   5,964 209
25,777   24,241 1,536
9,020   9,021 -1
4,783   2,804 1,979
15,041   24,139 -9,098
2,383   1,911 472
3,727   2,039 1,688
2,342   1,542 800
3,166   3,014 152
2,164   1,287 877
850   965 -115
2,235   1,847 388
748   717 31
1,800   2,374 -574
1,164   770 394
1,503   563 940
2,244   2,608 -364
2,197   1,606 591
1,509   1,077 432
1,422   1,298 124
2,193   1,922 271
1,940   580 1,360
1,330   1,292 38
1,355   1,158 197
1,660   1,651 9
3,625   546 3,079
681   630 51
2,662   2,883 -221
1,548   602 946
1,037   919 118
1,675   1,444 231
2,486   816 1,670
1,545   2,605 -1,060
8,570   8,248 322
2,496   1,126 1,370
2,577   1,555 1,022
1,837   1,351 486
1,525   1,830 -305
15,038   14,373 665
9,800   11,835 -2,035
24,053   39,059 -15,006
15,335   14,805 530
62   23 39
10,035   10,023 12
2,150   1,959 191
12,900   12,225 675
24,657   28,289 -3,632
15,810   15,221 589
15,769   15,221 548
1,065   1,155 -90
85,001   91,740 -6,739
15,061   15,058 3
14,241   14,000 241
14,578   14,147 431
10,773   13,740 -2,967
1,027   1,341 -314
5,322   2,891 2,431
16,980   15,886 1,094
15,070   4,293 10,777
17,000   16,200 800
4,600   5,571 -971
17,273   15,971 1,302
15,810   18,247 -2,437
1,313   857 456
1,525   765 760
1,298   707 591
2,308   1,256 1,052
788   429 359
759   812 -53
987   926 61
1,094   889 205
1,169   1,138 31
1,427   1,152 275
630   205 425
1,041   1,038 3
26,340   27,743 -1,403
1,085   736 349
1,065   538 527
610   519 91
1,171   961 210
1,428   249 1,179
658   517 141
897   579 318
764   708 56
1,894   223 1,671
858   705 153
1,017   1,081 -64
21,457   20,000 1,457
6,436   6,027 409
1,124   1,323 -199
361   230 131
1,320   1,341 -21
1,390   355 1,035
1,595   563 1,032
1,389   725 664
1,404   737 667
1,129   955 174
15,382   11,975 3,407
31,524   20,391 11,133
23   23  
2,000   2,020 -20
34,000   34,041 -41
18   18  
3,792   3,388 404
19   19  
13,671   13,972 -301
68,355   63,996 4,359
16,552   15,601 951
39,594   39,421 173
31,081   31,072 9
12,269   12,361 -92
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
      3,122
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       271
b       27
c       2
d       14,355
e       37
      -224
      1,043
      597
      -13,031
      46
      51
      189
      494
      263
      -94
      593
      -4
      -13,839
      426
      4
      244
      -30
      -25,393
      -593
      14,908
      148
      208
      784
      385
      209
      1,536
      -1
      1,979
      -9,098
      472
      1,688
      800
      152
      877
      -115
      388
      31
      -574
      394
      940
      -364
      591
      432
      124
      271
      1,360
      38
      197
      9
      3,079
      51
      -221
      946
      118
      231
      1,670
      -1,060
      322
      1,370
      1,022
      486
      -305
      665
      -2,035
      -15,006
      530
      39
      12
      191
      675
      -3,632
      589
      548
      -90
      -6,739
      3
      241
      431
      -2,967
      -314
      2,431
      1,094
      10,777
      800
      -971
      1,302
      -2,437
      456
      760
      591
      1,052
      359
      -53
      61
      205
      31
      275
      425
      3
      -1,403
      349
      527
      91
      210
      1,179
      141
      318
      56
      1,671
      153
      -64
      1,457
      409
      -199
      131
      -21
      1,035
      1,032
      664
      667
      174
      3,407
      11,133
       
      -20
      -41
       
      404
       
      -301
      4,359
      951
      173
      9
      -92
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 14,595
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................................ 1 635
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........................... 3 635
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- ..... 5 635
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,408
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 1,408
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 773
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet636 RefundedBullet 11 137
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)
    bulletWI
    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 ofbulletJOHNSON BANK - TRUST DEPT Telephone no.bullet (608) 743-1594

    Located atbullet1 S MAIN STJANESVILLEWI ZIP+4bullet53547
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHNSON BANK TRUSTEE
    2     		23,834    
    1 S MAIN ST
    JANESVILLE,WI53547
    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
    2,549,500
    b
    Average of monthly cash balances.......................
    1b
    108,524
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,658,024
    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
    2,658,024
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    39,870
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,618,154
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    130,908
    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
    130,908
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    635
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    635
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    130,273
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    130,273
    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
    130,273
    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
    131,862
    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
    131,862
    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
    131,862
    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 7 130,273
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 10,800
    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$ 131,862
    a Applied to 2019, but not more than line 2a 10,800
    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..... 121,062
    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 ..........     		9,211
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SHRINERS HOSPITALS FOR CHILDREN
    % INVESTMENT ACCOUNTING
    2900 ROCKY POINT DR PO BOX 31356
    TAMPA,FL336313356     		NONE PC PROGRAM SUPPORT 131,112
    Total .................................bullet 3a 131,112
    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 54,984  
    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 14,595  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC MF INCOME     		    1 286  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   69,865  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    69,865
    (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:
    C JACKMAN TUW SHRINERS FD 752006301
    EIN:
    39-6542836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (ALLOCABLE 750     750

    TY 2020 InvestmentsOtherSchedule2
    Name:
    C JACKMAN TUW SHRINERS FD 752006301
    EIN:
    39-6542836
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    METROPOLITAN WEST T/R BOND -I      
    BECTON DICKINSON & CO AT COST 16,447 28,775
    CISCO SYSTEMS INC AT COST 15,020 25,866
    COMCAST CORP-CL A      
    HASBRO INC      
    HONEYWELL INTL INC AT COST 8,495 35,308
    JP MORGAN CHASE & CO AT COST 26,672 52,607
    LOCKHEED MARTIN CORP AT COST 19,760 34,078
    LOWES COS INC AT COST 9,645 56,018
    MICROSOFT CORP AT COST 6,050 70,952
    RAYTHEON COMPANY AT COST 21,049 43,407
    TEXAS INSTRUMENTS AT COST 9,581 44,315
    UNITEDHEALTH GROUP INC AT COST 19,594 61,018
    ARTISAN INTL VALUE FUND ADV AT COST 218,448 290,428
    OPPENHEIMER DEVELOPING MKT-I AT COST 92,861 125,197
    INTL LEASE FIN CORP 5.875%      
    ENERGY TRAN PTNRS 4.050%      
    US TREASURY NOTES 1.750% 4/30/ AT COST 31,423 32,695
    HOLLYFRONTIER CORP 5.875% AT COST 30,899 34,618
    AMERICAN TOWER CORP REIT AT COST 25,474 47,137
    ANALOG DEVICES INC AT COST 17,944 41,808
    APPLE INC AT COST 21,549 84,922
    HOME DEPOT INC AT COST 24,302 41,437
    U.S. TREASURY BONDS 5.500% 8/1      
    BANK OF AMER MTN V-Q 3.124%      
    MAXIM INTEGRATED PRODS INC      
    STRYKER CORP COM AT COST 35,366 55,869
    VISA INC CL A AT COST 24,131 52,933
    WALT DISNEY COMPANY      
    ACCENTURE PLC CL A AT COST 23,833 50,675
    TE CONNECTIVITY LMTD AT COST 32,351 49,275
    GEN ELEC CAP CRP MTN 4.375%      
    BANK OF AMER MTN V-Q 2.881% AT COST 16,534 17,543
    GOLDMAN SACHS GP V-Q 2.905% AT COST 16,501 17,657
    MORGAN STANLEY MTN V-Q 3.887%      
    JPMORGAN CHAE V-Q 3.559% AT COST 30,013 32,155
    MORGAN STANLEY V-Q 3.737%      
    US TREASURY NOTES 2.125% 7/31 AT COST 47,808 49,143
    US TREASURY NOTES 1.625% 2/15/ AT COST 64,242 63,815
    FORD MOTOR CREDIT CO 7.450%      
    TRANSCANADA TR V-Q 5.875%      
    ABBOTT LABS AT COST 29,946 51,351
    EASTMAN CHEMICAL CO      
    KLA-TENCOR CORP AT COST 18,954 45,568
    MARATHON PETROLEUM CORP      
    MERCK & CO AT COST 25,442 27,321
    PRINCIPAL MIDCAP FUND-INS AT COST 63,851 86,614
    WF SPEC SM CAP VAL-INST AT COST 45,092 47,674
    ISHARES MSCI ACWI EX US ETF AT COST 117,892 127,084
    OPPENHEIMER INTL GROWTH FD-I      
    PEAR TREE POL-F/V SM CAP-IN      
    PRIMECAP ODYSSEY AGGR GRTH      
    BRISTOL MYERS SQUIBB CO AT COST 24,343 24,130
    CORNING INC COM      
    ELI LILLY & CO. AT COST 20,375 26,508
    INTERCONTINENTAL EXCHANGE INC AT COST 35,205 43,118
    NORTHROP GRUMMAN AT COST 34,460 30,167
    TRUIST FINANCIAL CORP      
    CHENIERE CORPUS 5.875% AT COST 16,744 17,457
    U.S. TREASURY BONDS 6.250%      
    U.S. TREASURY NOTES 1.750%      
    U.S. TREASURY TIPS 1.375%      
    T ROWE PR GROWTH STOCK-I AT COST 42,851 72,716
    BLACKROCK STRAT INC OPP-K AT COST 11,199 12,187
    FED HERM ULTRA SHRT BND-INST AT COST 11,195 11,480
    PUTNAM U/S DUR INC-Y AT COST 77,781 77,936
    VANGUARD GNMA FUND-ADM AT COST 23,649 23,476
    AT&T INC 4.350% 3/01/29 AT COST 28,500 32,202
    BANK OF AMER MTN V-Q 3.458% 3 AT COST 17,018 18,509
    BOOKING HLDS INC 4.500% 4/13/ AT COST 26,849 30,923
    BROADCOM CORP 3.625% 1/15/24 AT COST 16,178 16,213
    CHARTER COMM OPT LLC 4.908% 7 AT COST 12,750 12,776
    CITIGROUP INC V-Q 1.655% 9/01 AT COST 16,300 16,274
    ENERGY TRANSFER PART 5.500% 6 AT COST 16,617 17,655
    MORGAN STAN MTN V- 1.615% 10/ AT COST 16,015 16,304
    MYLAN NV 3.950% 6/15/26 AT COST 14,357 14,874
    U.S. TREASURY NOTES 0.125% 5/ AT COST 79,900 79,978
    U.S. TREASURY NOTES 0.625% 8/ AT COST 43,972 43,875
    WELLS FARGO CO V-Q 1.654% 6/0 AT COST 15,000 15,418
    WELLS FARGO CO V-Q 1.444% 10/ AT COST 16,263 16,253
    U.S. TREASURY NOTES 1.625% 8/ AT COST 51,122 55,628
    AMERICAN EXPRESS CO AT COST 35,445 38,812
    MOODY'S CORP AT COST 20,448 26,702
    S&P GLOBAL INC AT COST 9,421 13,478
    BROADCOM INC AT COST 37,523 51,666
    MASTERCARD INC CL A AT COST 17,310 23,915
    CROWN CASTLE INTL CORP REIT AT COST 31,289 32,475

    TY 2020 OtherDecreasesSchedule
    Name:
    C JACKMAN TUW SHRINERS FD 752006301
    EIN:
    39-6542836
    Description Amount
    INTEREST INCOME ADJUSTMENTS 69
    TIPS ADJUSTMENT 12
    ROC ADJUSTMENT CUSIP 22822V101 3


    TY 2020 OtherIncomeSchedule2
    Name:
    C JACKMAN TUW SHRINERS FD 752006301
    EIN:
    39-6542836
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC MF INCOME 286 286  


    TY 2020 OtherIncreasesSchedule
    Name:
    C JACKMAN TUW SHRINERS FD 752006301
    EIN:
    39-6542836
    Description Amount
    MARKET DISCOUNT ADJUSTMENT 289
    TIMING OF INCOME 59
    ROUNDING 10


    TY 2020 TaxesSchedule
    Name:
    C JACKMAN TUW SHRINERS FD 752006301
    EIN:
    39-6542836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 285 285   0
    FOREIGN TAXES ON NONQUALIFIED 30 30   0