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
TCH BAULCH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1908
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328021908
A Employer identification number

62-6233587
B Telephone number (see instructions)

(615) 748-4665
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$4,102,479J 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... 63,430 58,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 257,149
b Gross sales price for all assets on line 6a 2,374,052
7 Capital gain net income (from Part IV, line 2)... 257,149
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 320,579 316,032  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,963 11,982   11,982
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 2,500 0 0 2,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,240 1,105   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.......... 29,703 13,087 0 14,482
25 Contributions, gifts, grants paid....... 170,000 170,000
26 Total expenses and disbursements. Add lines 24 and 25 199,703 13,087 0 184,482
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 120,876
b Net investment income (if negative, enter -0-) 302,945
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............. 2,246 3,491 3,491
2 Savings and temporary cash investments......... 180,345 120,780 120,780
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).......   Click to see attachment459,968 479,443
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).......... 3,025,065 Click to see attachment2,737,106 3,498,765
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) 3,207,656 3,321,345 4,102,479
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........ 3,207,656 3,321,345
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,207,656 3,321,345
30 Total liabilities and net assets/fund balances (see instructions). 3,207,656 3,321,345
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,207,656
2
Enter amount from Part I, line 27a .....................
2
120,876
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,180
4
Add lines 1, 2, and 3 ..........................
4
3,329,712
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,367
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,321,345
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 43.059 EDGEWOOD GROWTH FUND-INS   2016-07-21 2020-03-23
b 400.336 JOHCM INTERNATIONAL SEL-I   2015-06-15 2020-03-23
c 4041.818 DFA INTM GOVT FIXED INCOME   2017-03-03 2020-03-23
d 2570.184 DFA INTM TERM EXT QUALITY   2017-03-03 2020-03-23
e 3209.787 DOUBLELINE TOTL RET BND-I     2020-03-23
3510.109 GOTHAM NEUTRAL FUND-INST   2016-02-29 2020-03-23
1775. ISHARES US TREASURY BOND ETF   2015-03-10 2020-03-23
517.241 NEUBERGER BERMAN HIGH INCM BD-INS   2019-02-19 2020-03-23
1662.344 PIMCO INVESTMENT GRD CORP-IN     2020-03-23
614.525 PIMCO E/M LCL CUR & BND-INST   2019-02-19 2020-03-23
6159.755 ABBEY CAP FUTURES STRAT-I     2020-03-23
3354.079 BOSTON PARTNERS GLOBAL LNG/SHRT-INST   2018-02-26 2020-03-23
2304.749 VANGUARD M/B SEC INDEX-ADM     2020-03-23
138.433 VANGUARD M/B SEC INDEX-ADM   2019-11-26 2020-03-23
489.163 CAMBIAR INTL EQUITY FUND-INS   2020-03-23 2020-04-07
2050.731 CAMBIAR INTL EQUITY FUND-INS   2016-07-21 2020-04-07
9903.847 BLACKROCK EVENT DRIVEN EQ-IS   2020-03-23 2020-07-14
1177.885 INVESCO STEELPATH MLP SELECT 40 FUND   2017-10-19 2020-08-26
5772.968 DFA US CORE EQUITY 1 PORT   2020-03-23 2020-08-26
2094.562 DFA EMERG MKTS CORE EQUITY     2020-08-26
8890.339 DFA INTERNATIONAL SMALL COMPANY   2020-03-23 2020-08-26
2471.608 DFA US L/C VALUE PORTFOLIO     2020-08-26
812.956 DFA US SMALL CAP PORTFOLIO   2019-05-30 2020-08-26
1528.077 DFA INTM GOVT FIXED INCOME   2017-03-03 2020-08-26
3120.877 DFA INTERNATIONAL VALUE   2016-02-29 2020-08-26
5014.573 DFA INTERNATIONAL VALUE     2020-08-26
325. ISHARES US TREASURY BOND ETF   2015-03-10 2020-08-26
571.895 NUVEEN SMALL CAP VALUE-I   2020-03-23 2020-08-26
1179.549 NUVEEN SMALL CAP VALUE-I   2017-10-19 2020-08-26
2450.577 SCHWAB FUNDAMENTAL US LARGE CO IDX-I   2019-11-26 2020-08-26
13836.726 SCHWAB FUNDAMENTAL US LARGE CO IDX-I     2020-08-26
1470.318 VANGUARD M/B SEC INDEX-ADM     2020-08-26
655. WISDOMTREE US MIDCAP ETF     2020-08-26
30. WISDOMTREE US MIDCAP ETF   2019-11-26 2020-08-26
6808.354 INVESCO STEELPATH MLP SELECT 40 FUND     2020-11-11
68.427 INVESCO DEVELOPING MARKETS FUND   2018-02-26 2020-11-11
96.486 INVESCO DEVELOPING MARKETS FUND   2020-08-26 2020-11-11
173.402 EDGEWOOD GROWTH FUND-INS   2020-08-26 2020-11-11
3699.349 JOHCM INTERNATIONAL SEL-I   2020-08-26 2020-11-11
105.9 JOHCM INTERNATIONAL SEL-I   2015-06-15 2020-11-11
113.3 BLACKSTONE ALT MULTI-STRAT-I   2019-11-26 2020-11-11
1132.279 DFA EMERG MKTS CORE EQUITY   2020-03-23 2020-11-11
4505.146 DFA EMERG MKTS CORE EQUITY     2020-11-11
466.454 DFA US SMALL CAP PORTFOLIO   2020-03-23 2020-11-11
755.384 DFA US SMALL CAP PORTFOLIO   2019-05-30 2020-11-11
355.925 DFA L/C INTERNATIONAL PORTF   2020-08-26 2020-11-11
25. ISHARES CORE S&P 500 ETF   2020-08-26 2020-11-11
225. ISHARES CORE DIVIDEND GROWTH ETF   2020-08-26 2020-11-11
1592.662 JOHN HANCOCK III-DISCPL V-R6   2020-08-26 2020-11-11
4629.559 JOHN HANCOCK III-DISCPL V-R6     2020-11-11
88.269 MERGER FUND-INST   2020-07-14 2020-11-11
101.744 NEUBERGER BERMAN HIGH INCM BD-INS   2020-08-26 2020-11-11
239.163 PIMCO E/M LCL CUR & BND-INST   2019-02-19 2020-11-11
15990.804 SCHWAB FUNDAMENTAL US LARGE CO IDX-I   2019-05-30 2020-11-11
155.8 T ROWE PR QM US S/C GR EQ-I   2020-08-26 2020-11-11
311.745 VAN ECK EMERGING MARKETS-I   2020-08-26 2020-11-11
1090. WISDOMTREE US MIDCAP ETF   2016-07-21 2020-11-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 1,250   967 283
b 7,150   8,299 -1,149
c 55,575   49,957 5,618
d 26,550   27,218 -668
e 33,125   35,330 -2,205
31,170   34,890 -3,720
49,433   44,813 4,620
3,450   4,334 -884
16,025   17,390 -1,365
3,300   4,108 -808
71,330   74,586 -3,256
27,302   40,048 -12,746
49,690   48,909 781
2,985   2,950 35
9,607   8,350 1,257
40,276   48,930 -8,654
96,959   87,550 9,409
4,900   8,650 -3,750
152,868   98,025 54,843
43,525   41,956 1,569
156,826   102,150 54,676
80,525   71,693 8,832
25,600   26,080 -480
21,225   18,887 2,338
45,971   44,629 1,342
73,865   59,650 14,215
9,069   8,205 864
10,306   7,000 3,306
21,255   30,774 -9,519
41,880   44,625 -2,745
236,470   235,717 753
31,950   31,196 754
23,278   23,866 -588
1,066   1,247 -181
27,642   49,165 -21,523
3,382   3,116 266
4,768   4,475 293
8,925   8,665 260
107,133   102,250 4,883
3,067   2,195 872
1,150   1,237 -87
25,001   15,750 9,251
99,474   68,985 30,489
16,125   9,525 6,600
26,114   24,233 1,881
8,350   8,005 345
8,944   8,687 257
9,680   9,190 490
31,535   29,225 2,310
91,665   73,658 18,007
1,550   1,521 29
875   858 17
1,600   1,591 9
289,274   254,734 34,540
7,025   6,397 628
6,450   6,120 330
43,066   34,342 8,724
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
      45,501
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       283
b       -1,149
c       5,618
d       -668
e       -2,205
      -3,720
      4,620
      -884
      -1,365
      -808
      -3,256
      -12,746
      781
      35
      1,257
      -8,654
      9,409
      -3,750
      54,843
      1,569
      54,676
      8,832
      -480
      2,338
      1,342
      14,215
      864
      3,306
      -9,519
      -2,745
      753
      754
      -588
      -181
      -21,523
      266
      293
      260
      4,883
      872
      -87
      9,251
      30,489
      6,600
      1,881
      345
      257
      490
      2,310
      18,007
      29
      17
      9
      34,540
      628
      330
      8,724
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 257,149
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 4,211
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 4,211
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 4,211
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,417
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,317
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 2,106
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,106 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)
    bulletTN
    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 addressbulletN/A
    14
    The books are in care ofbulletTRUIST BANK Telephone no.bullet (615) 748-4665

    Located atbulletPO BOX 1908ORLANDOFL ZIP+4bullet32802
    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
    TRUIST BANK FKA SUNTRUST BANK TRUSTEE
    1     		23,963    
    PO BOX 1908
    ORLANDO,FL32802
    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
    3,577,451
    b
    Average of monthly cash balances.......................
    1b
    118,931
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,696,382
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,696,382
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,446
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,640,936
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    182,047
    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
    182,047
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,211
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,211
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    177,836
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    177,836
    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
    177,836
    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
    184,482
    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
    184,482
    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
    184,482
    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 7 177,836
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 7,974
    b From 2016...... 15,457
    c From 2017...... 0
    d From 2018...... 7,607
    e From 2019...... 16,557
    fTotal of lines 3a through e........ 47,595
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 184,482
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 177,836
    e Remaining amount distributed out of corpus 6,646
    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 54,241
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		7,974
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		46,267
    10 Analysis of line 9:
    a Excess from 2016.... 15,457
    b Excess from 2017.... 0
    c Excess from 2018.... 7,607
    d Excess from 2019.... 16,557
    e Excess from 2020.... 6,646
    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:
    STEVE DAVIS SUNTRUST BANKS INC
    PO BOX 305110
    NASHVILLE,TN372305110
    (615) 748-4610
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ALIVE HOSPICE
    1718 PATTERSON ST
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 8,000
    ANNE ARUNDEL COMMUNITY COLLEGE
    101 COLLEGE PKWY
    ARNOLD,MD21012     		NONE PC GENERAL OPERATING 4,000
    BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NONE PC GENERAL OPERATING 11,000
    CHEEKWOOD BOTANICAL GARDENS
    1200 FORREST PARK DR
    NASHVILLE,TN37205     		NONE PC GENERAL OPERATING 3,000
    ADVENTURE SCIENCE CENTER
    800 FORT NEGLEY BLVD
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 16,000
    FIRST LUTHERAN CHURCH
    1003 RICHLAND ST
    COLUMBIA,SC29201     		NONE PC GENERAL OPERATING 16,000
    FRIENDS OF WARNER PARK
    50 VAUGHN RD
    NASHVILLE,TN37221     		NONE PC GENERAL OPERATING 6,000
    NASHVILLE ZOO
    3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PC GENERAL OPERATING 5,000
    HARDING ACADEMY
    170 WIDNSOR DR
    NASHVILLE,TN37205     		NONE PC GENERAL OPERATING 1,000
    MATTHEW 25
    11060 KENWOOD RD
    BLUE ASH,OH45242     		NONE PC GENERAL OPERATING 5,000
    NASHVILLE PUBLIC RADIO
    630 MAINSTREAM DR
    NASHVILLE,TN37228     		NONE PC GENERAL OPERATING 1,000
    FIFTY FIVE FORWARD
    174 RAINS AVENUE
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 4,000
    SEVERN SCHOOL
    201 WATER ST
    SERVERNA PARK,MD21146     		NONE PC GENERAL OPERATING 4,000
    ST ANDREW'S-SEWANEE SCHOOL
    290 QUINTARD RD
    SEWANEE,TN37375     		NONE PC GENERAL OPERATING 6,000
    TENNESSEE PERFORMING ARTS CENTER
    505 DEADERICK ST
    NASHVILLE,TN37219     		NONE PC GENERAL OPERATING 6,000
    TN STATE MUSEUM FOUNDATION
    1000 ROSA L PARKS BLVD
    NASHVILLE,TN37208     		NONE PC GENERAL OPERATING 3,000
    WESTERN KENTUCKY UNIVERSITY
    1906 COLLEGE HEIGHTS BLVD
    BOWLING GREEN,KY42101     		NONE PC GENERAL OPERATING 9,000
    SECOND HARVEST FOOD BANK OF MIDDLE TENNE
    331 GREAT CIRCLE
    NASHVILLE,TN37228     		NONE PC GENERAL OPERATING 6,000
    HOSPITAL HOSPITALITY HOUSE
    214 REIDHURST AVE
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 4,000
    THE NASHVILLE 100 CLUB
    PO BOX 58706
    NASHVILLE,TN37205     		NONE PC GENERAL OPERATING 1,000
    FRIST ART MUSEUM
    919 BROADWAY
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 4,000
    NASHVILLE PUBLIC LIBRARY FOUNDATION
    615 CHURCH ST
    NASHVILLE,TN37219     		NONE PC GENERAL OPERATING 2,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		NONE PC GENERAL OPERATING 3,000
    ANNE ARUNDEL COUNTY FOOD BANK
    120 MARBURY DR
    CROWNSVILLE,MD21032     		NONE PC GENERAL OPERATING 5,000
    RONALD MCDONALD HOUSE
    2901 COLONIAL
    COLUMBIA,SC29203     		NONE PC GENERAL OPERATING 2,000
    BRENTWOOD ACADEMY
    219 GRANN WHITE PIKE
    BRENTWOOD,TN37027     		NONE PC GENERAL OPERATING 6,000
    HOSPICE OF THE CHESAPEAKE
    90 RITCHIE HWY
    PASADENA,MD21122     		NONE PC GENERAL OPERATING 2,000
    WITTENBERG UNIVERSITY
    200 W WARD ST
    SPRINGFIELD,OH45504     		NONE PC GENERAL OPERATING 6,000
    AUBURN UNIVERSITY
    AUBURN
    AUBURN,AL36849     		NONE PC GENERAL OPERATING 4,000
    THISTLE FARMS
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209     		NONE PC GENERAL OPERATING 3,000
    THE LIGHTHOUSE INC
    425 W 10TH ST
    SAN PEDRO,CA90731     		NONE PC GENERAL OPERATING 3,000
    SAINT THOMAS HEALTH FOUNDATION
    4220 HARDING PIKE
    NASHVILLE,TN37205     		NONE PC GENERAL OPERATING 3,000
    NASHVILLE PUBLIC TELEVISION
    161 RAINS AVE
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 6,000
    AMERICAN RED CROSS
    2201 CHARLOTTE AVENUE
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 1,000
    SAINT MARY'S SCHOOL
    1665 UW 45 BYPASS
    JACKSON,TN38305     		NONE PC GENERAL OPERATING 1,000
    Total .................................bullet 3a 170,000
    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 63,430  
    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 ............     		    18 257,149  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   320,579  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    320,579
    (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:
    TCH BAULCH FAMILY FOUNDATION
    EIN:
    62-6233587
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TCH BAULCH FAMILY FOUNDATION
    EIN:
    62-6233587
    Name of Stock End of Year Book Value End of Year Fair Market Value
    20002101 ALLSTATE CORP 4,568 5,277
    23135106 AMAZON.COM INC 28,005 29,312
    31162100 AMGEN INC 7,245 6,898
    37833100 APPLE INC 30,253 33,969
    38222105 APPLIED MATERIALS INC 5,884 7,163
    60505104 BANK OF AMERICA CORP 7,984 8,820
    84670702 BERKSHIRE HATHAWAY IN 8,007 8,115
    101137107 BOSTON SCIENTIFIC CO 5,577 5,321
    142339100 CARLISLE COS INC 4,302 4,685
    166764100 CHEVRON CORP 4,946 5,067
    174610105 CITIZENS FINANCIAL G 4,294 4,828
    254687106 DISNEY WALT CO NEW 7,656 9,965
    260557103 DOW INC 3,165 3,330
    278865100 ECOLAB INC 4,225 4,327
    291011104 EMERSON ELEC CO 3,102 3,295
    437076102 HOME DEPOT INC 13,696 13,015
    438516106 HONEYWELL INTERNATIO 5,407 5,743
    478160104 JOHNSON & JOHNSON 5,783 6,138
    499049104 KNIGHT-SWIFT TRANSN 3,926 4,057
    594918104 MICROSOFT CORP 36,480 37,589
    654106103 NIKE INC-CLASS B 9,874 10,893
    693475105 PNC FINL SVCS GROUP 6,265 7,450
    742718109 PROCTER & GAMBLE CO 6,977 6,818
    747525103 QUALCOMM INC 9,231 9,597
    883556102 THERMO FISHER SCIENT 13,160 12,576
    892356106 TRACTOR SUPPLY CO 6,123 6,467
    907818108 UNION PAC CORP 9,621 9,995
    931142103 WALMART INC 10,389 10,091
    983919101 XILINX INC 5,605 6,380
    7.5513E+105 RAYTHEON TECHNOLOG 3,688 3,933
    7.4762E+106 QUANTA SERVICES IN 5,387 5,906
    00724F101 ADOBE INC 7,464 8,002
    02079K107 ALPHABET INC CL C 14,022 14,015
    02079K305 ALPHABET INC CL A 8,747 8,763
    04621X108 ASSURANT INC 5,111 5,313
    14040H105 CAPITAL ONE FINANCIA 5,000 5,832
    14149Y108 CARDINAL HEALTH INC 3,781 3,589
    20030N101 COMCAST CORP-CL A 5,666 6,236
    22052L104 CORTEVA INC 3,758 3,988
    22160K105 COSTCO WHOLESALE COR 12,285 12,434
    26614N102 DUPONT DE NEMOURS IN 1,639 1,920
    30303M102 FACEBOOK INC-A 6,581 6,556
    31620M106 FIDELITY NATL INFORM 5,304 5,234
    45337C102 INCYTE CORPORATION 2,247 2,348
    45687V106 INGERSOLL-RAND INC 1,619 1,731
    46120E602 INTUITIVE SURGICAL I 6,702 7,363
    57636Q104 MASTERCARD INC CL A 6,370 6,782
    58933Y105 MERCK & CO INC 7,382 7,444
    65339F101 NEXTERA ENERGY INC 11,077 10,955
    66987V109 NOVARTIS AG SPONSORE 3,352 3,683
    67066G104 NVIDIA CORP 13,241 13,055
    79466L302 SALESFORCE COM INC 8,420 7,343
    91324P102 UNITEDHEALTH GROUP I 12,018 11,923
    92343V104 VERIZON COMMUNICATIO 5,796 5,581
    92826C839 VISA INC CL A 9,402 9,624
    G6564A105 NOMAD FOODS LTD 5,733 6,177
    G8994E103 TRANE TECHNOLOGIES P 6,426 6,532

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TCH BAULCH FAMILY FOUNDATION
    EIN:
    62-6233587
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    722005816 PIMCO INVESTMENT GRA AT COST 99,097 108,703
    92206C755 VANGUARD MORTGAGE-BA AT COST 112,785 116,756
    233203421 DFA EMERGING MKTS CO      
    00770G847 JOHCM INTERNATIONAL AT COST 134,977 206,613
    46429B267 ISHARES US TREASURY AT COST 106,783 115,634
    670678200 NUVEEN SMALL CAP VAL      
    464287200 ISHARES CORE S&P 500 AT COST 199,478 287,173
    233203868 DFA LARGE CAP INTERN AT COST 153,543 209,293
    25434D203 DFA INTL VALUE FD      
    258620103 DOUBLELINE TOTAL RET AT COST 118,411 116,924
    922908868 VANGUARD GROWTH INDE AT COST 240,834 379,850
    0075W0759 EDGEWOOD GROWTH FUND AT COST 238,534 358,344
    47803U640 JOHN HANCOCK III DIS      
    233203827 DFA U.S. LARGE CAP V AT COST 172,433 207,365
    00769G543 CAMBIAR INTL EQUITY      
    09257V201 BLACKSTONE ALTERNATI AT COST 97,163 98,128
    87283A102 T. ROWE PRICE QM US AT COST 54,877 83,270
    808509442 SCHWAB FDL US LARGE      
    233203876 DFA INTERMEDIATE GOV AT COST 104,852 114,292
    360873111 GOTHAM NEUTRAL FUND-      
    921075438 VAN ECK EMERGING MAR AT COST 60,093 81,643
    97717W570 WISDOMTREE MIDCAP EA      
    23320G513 DFA INVESTMENT DIMEN AT COST 104,744 117,685
    74925K367 ABBEY CAP FUTURES ST      
    74925K466 BOSTON PART GL LG/SH      
    277902235 EATON VANCE ATLANTA AT COST 123,141 175,046
    72201F516 PIMCO EMERGING MARKE AT COST 38,085 40,412
    233203843 DFA US SMALL CAP FD-      
    00143W859 INVESCO DEVELOPING M AT COST 79,605 126,494
    00143K251 INVESCO OPPENHEIMER      
    64128K868 NEUBERGER BERMAN HIG AT COST 37,983 39,535
    253868103 DIGITAL REALTY TRUST AT COST 4,895 4,883
    589509207 THE MERGER FUND AT COST 95,346 96,010
    22822V101 CROWN CASTLE INTERNA AT COST 5,816 5,572
    46434V621 ISHARES CORE DIVIDEN AT COST 175,421 192,502
    47803U418 JOHN HANCOCK III - D AT COST 61,610 91,116
    77956H484 T. ROWE PRICE EMERGI AT COST 116,600 125,522

    TY 2020 OtherDecreasesSchedule
    Name:
    TCH BAULCH FAMILY FOUNDATION
    EIN:
    62-6233587
    Description Amount
    COST BASIS ADJUSTMENT 7,336
    2020 TRANSACTIONS POSTED IN 2021 1,031


    TY 2020 OtherIncreasesSchedule
    Name:
    TCH BAULCH FAMILY FOUNDATION
    EIN:
    62-6233587
    Description Amount
    MUTUAL FUND ADJUSTMENT 35
    2019 TRANSACTIONS POSTED IN 2020 1,145


    TY 2020 TaxesSchedule
    Name:
    TCH BAULCH FAMILY FOUNDATION
    EIN:
    62-6233587
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 235 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,900 0   0
    FOREIGN TAXES ON QUALIFIED FOR 929 929   0
    FOREIGN TAXES ON NONQUALIFIED 176 176   0