TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
Allen Lovelace Moore and
Blanche Davis Moore Foundation

Number and street (or P.O. box number if mail is not delivered to street address)700 Everhart Road No J-21
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Corpus Christi, TX784111941

A Employer identification number

74-2675281

B Telephone number (see instructions)

(361) 814-6700

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$9,576,225J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	189,493		188,604
5a	Gross rents............	29,488		21,817
b	Net rental income or (loss) 27,655
6a	Net gain or (loss) from sale of assets not on line 10		-343,453
b	Gross sales price for all assets on line 6a 13,570,356
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		1,130	1,130
12	Total. Add lines 1 through 11........	-123,342		211,551
13	Compensation of officers, directors, trustees, etc.	138,150		45,630	92,520
14	Other employee salaries and wages......	35,000		7,000	28,000
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		27,450	27,450	0
c	Other professional fees (attach schedule)....		27,512	27,512	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		12,395	3,562	6,925
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	20,071		20,071	0
21	Travel, conferences, and meetings.......	1,700		1,700	0
22	Printing and publications..........
23	Other expenses (attach schedule).......		70,130	14,515	10,257
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	332,408		147,440	137,702
25	Contributions, gifts, grants paid.......	221,334			221,334
26	Total expenses and disbursements. Add lines 24 and 25	553,742		147,440	359,036
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-677,084
b	Net investment income (if negative, enter -0-)			64,111
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	385,590	2,908,375	2,908,375
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,300,090	0	0
	b	Investments—corporate stock (attach schedule).......	6,660,618	4,933,801	5,624,693
	c	Investments—corporate bonds (attach schedule).......	115,243	0	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	938,457	879,201	1,014,548
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	32,575	28,609	28,609
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,432,573	8,749,986	9,576,225
	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 )	38,190	32,687
	23	Total liabilities (add lines 17 through 22).........	38,190	32,687
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	13,170,575	13,170,575
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-3,776,192	-4,453,276
	29	Total net assets or fund balances (see instructions).....	9,394,383	8,717,299
	30	Total liabilities and net assets/fund balances (see instructions).	9,432,573	8,749,986

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

9,394,383

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

-677,084

Other increases not included in line 2 (itemize) bullet

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

8,717,299

Decreases not included in line 2 (itemize) bullet

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

8,717,299

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	iShares Trust Barclays 20+ - 18 shares	P	2018-07-20	2020-02-27
b	iShares Trust Barclays 20+ - 14 shares	P	2018-07-20	2020-03-04
c	iShares Trust Barclays 20+ - 77 shares	P	2018-09-19	2020-03-04
d	iShares Trust Barclays 20+ - 39 shares	P	2018-10-11	2020-03-04
e	Vanguard GNMA Fund - 11,781.89 shares	P	2017-11-09	2020-03-12
	Nuveen Taxable Muncipal - 486 shares	P	2013-08-26	2020-03-24
	iShares Trust Barclays 20+ - 46 shares	P	2019-09-13	2020-03-04
	iShares Trust Barclays 20+ - 28 shares	P	2019-09-16	2020-03-04
	iShares Barclays 1-3 Year - 210 shares	P	2019-11-08	2020-03-04
	US Treasury Floating Rate - $57,000	P	2019-06-04	2020-03-12
	US Treasury Floating Rate - $85,000	P	2019-07-09	2020-03-12
	US Treasury Inflation Index - $14,000	P	2020-06-04	2020-07-07
	US Treasury Inflation Index - $9,000	P	2020-06-17	2020-07-07
	US Treasury Inflation Index - $10,000	P	2020-07-09	2020-08-03
	GNMA 20-16 - 39,163 shares	P	2020-08-05	2020-08-12
	iShares Comex Gold - 800 shares	P	2020-09-03	2020-09-16
	US Treasury Inflation Index - $12,000	P	2020-08-19	2020-09-24
	US Treasury Floating Rate - $30,000	P	2019-10-15	2020-10-06
	iShares Trust Barclays 20+ - 279 shares	P	2020-09-28	2020-10-13
	iShares Trust Barclays 20+ - 21 shares	P	2020-09-24	2020-10-20
	iShares Trust Barclays 20+ - 21 shares	P	2020-09-24	2020-11-16
	iShares Trust Barclays 20+ - 133 shares	P	2020-10-06	2020-11-16
	iShares Comex Gold - 275 shares	P	2020-09-28	2020-11-19
	US Treasury Bill - $35,000	P	2020-09-21	2020-12-24
	Oracle Corp - 170 shares	P	2020-03-12	2020-03-18
	KKR & Co Inc - 225 shares	P	2020-03-12	2020-03-26
	Accenture PLC Ireland - 55 shares	P	2020-03-12	2020-03-27
	Adobe Systems Inc - 10 shares	P	2020-03-12	2020-03-27
	Adobe Systems Inc - 10 shares	P	2020-03-18	2020-03-27
	Alibaba - 25 shares	P	2020-03-12	2020-03-27
	Alphabet Inc - 13 shares	P	2020-03-12	2020-03-27
	Amazon Inc - 3 shares	P	2020-03-12	2020-03-27
	Applie Inc - 55 shares	P	2020-03-12	2020-03-27
	Automatic Data Processing -50 shares	P	2020-03-12	2020-03-27
	Becton Dickson & Co - 35 shares	P	2020-03-12	2020-03-27
	Booking Holdings Inc - 5 shares	P	2020-03-12	2020-03-27
	Charter Communications Inc - 15 shares	P	2020-03-12	2020-03-27
	Check Point Software - 60 shares	P	2020-03-12	2020-03-27
	Comcast Corp - 195 shares	P	2020-03-12	2020-03-27
	Facebook Inc - 65 shares	P	2020-03-12	2020-03-27
	Honeywell International - 35 shares	P	2020-03-12	2020-03-27
	Johnson & Johnson - 55 shares	P	2020-03-12	2020-03-27
	Mastercard Inc - 14 shares	P	2020-03-12	2020-03-27
	Mastercard Inc - 20 shares	P	2020-03-16	2020-03-27
	Medtronic PLC - 100 shares	P	2020-03-12	2020-03-27
	Microsoft Corp - 120 shares	P	2020-03-12	2020-03-27
	Moodys Corp - 45 shares	P	2020-03-12	2020-03-27
	Nestle SA - 110 shares	P	2020-03-12	2020-03-27
	Nike Inc - 140 shares	P	2020-03-12	2020-03-27
	O'Reilly Automotive - 15 shares	P	2020-03-12	2020-03-27
	Paypal Holdings Inc - 35 shares	P	2020-03-12	2020-03-27
	Starbucks Corp - 110 shares	P	2020-03-12	2020-03-27
	Tencent Holdings - 115 shares	P	2020-03-12	2020-03-27
	Unilever NV - 220 shares	P	2020-03-12	2020-03-27
	Unitedhealth Group - 40 shares	P	2020-03-12	2020-03-27
	Visa Inc - 85 shares	P	2020-03-12	2020-03-27
	Anthem Inc - 19 shares	P	2020-03-12	2020-03-27
	US Treasury Floating Rate - $50,000	P	2019-06-04	2020-04-01
	US Treasury Floating Rate - $53,000	P	2019-06-04	2020-04-06
	US Treasury Floating Rate - $47,000	P	2019-07-09	2020-04-06
	Proshares Tr EFT S&P - 3,725 shares	P	2020-04-01	2020-04-17
	Proshares Tr EFT S&P - 3,300 shares	P	2020-04-01	2020-05-05
	Proshares Tr EFT S&P - 200 shares	P	2020-04-06	2020-05-05
	Proshares Tr EFT S&P - 3,500 shares	P	2020-04-06	2020-05-15
	Proshares Tr EFT Short - 1,500 shares	P	2020-04-21	2020-05-20
	Proshares Tr EFT Short - 2,106 shares	P	2020-05-06	2020-05-20
	Proshares Tr EFT Short - 350 shares	P	2020-05-18	2020-05-20
	Proshares Tr EFT Short - 200 shares	P	2020-05-28	2020-05-29
	iShares Comex Gold - 1,000 shares	P	2020-06-05	2020-06-09
	Proshares Tr EFT Short - 435 shares	P	2020-06-08	2020-06-10
	Proshares Tr EFT Short - 1,435 shares	P	2020-06-16	2020-06-17
	Powershares db US - 750 shares	P	2020-06-25	2020-07-23
	Proshares Short Dow - 1,627 shares	P	2020-04-01	2020-10-20
	Proshares Tr EFT Short - 1,000 shares	P	2020-07-01	2020-10-21
	Proshares Tr EFT Short - 435 shares	P	2020-07-01	2020-11-11
	Proshares Tr EFT Short - 140 shares	P	2020-07-15	2020-11-11
	Proshares Short Dow - 43 shares	P	2020-04-01	2020-12-07
	Proshares Short Dow - 500 shares	P	2020-04-28	2020-12-07
	Proshares Short Dow - 457 shares	P	2020-10-01	2020-12-07
	Proshares Tr Short ETF QQQ - 1,841 shares	P	2020-10-01	2020-12-24
	Proshares Tr Short ETF QQQ - 1,841 shares	P	2020-11-11	2020-12-24
	Proshares Tr EFT Short - 1,762 shares	P	2020-11-11	2020-12-24
	Proshares Tr II EFT Ultra - 4 shares	P	2016-07-08	2020-03-17
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-08	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-11	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-20	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-22	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-22	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-22	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-22	2020-03-19
	Proshares Tr II EFT Ultra - 1 shares	P	2016-07-22	2020-03-19
	Direxion Shares ETF - 45 shares	P	2016-07-22	2020-03-20
	Center Coast MLP - 2,245 shares	P	2018-03-14	2020-03-30
	Center Coast MLP - 25 shares	P	2018-05-01	2020-03-30
	Center Coast MLP - 25 shares	P	2018-05-24	2020-03-30
	Center Coast MLP - 25 shares	P	2018-06-21	2020-03-30
	Center Coast MLP - 25 shares	P	2018-07-26	2020-03-30
	Center Coast MLP - 24 shares	P	2018-08-23	2020-03-30
	Center Coast MLP - 26 shares	P	2018-09-28	2020-03-30
	Center Coast MLP - 29 shares	P	2018-10-25	2020-03-30
	Center Coast MLP - 2 shares	P	2018-11-21	2020-03-30
	Clearbridge Energy - 795 shares	P	2018-04-14	2020-03-30
	Clearbridge Energy - 1,085 shares	P	2018-03-14	2020-03-31
	Clearbridge Energy - 48 shares	P	2018-05-31	2020-03-31
	Clearbridge Energy - 48 shares	P	2018-08-31	2020-03-31
	Clearbridge Energy - 60 shares	P	2018-11-30	2020-03-31
	Clearbridge Energy - 48 shares	P	2019-02-28	2020-03-31
	Center Coast MLP - 30 shares	P	2018-11-21	2020-03-31
	Center Coast MLP - 38 shares	P	2018-12-27	2020-03-31
	Center Coast MLP - 32 shares	P	2019-01-24	2020-03-31
	Center Coast MLP - 31 shares	P	2019-02-21	2020-03-31
	Center Coast MLP - 32 shares	P	2019-03-21	2020-03-31
	Agnico Eagle Mines - 738 shares	P	2014-10-23	2020-06-17
	Newmont Goldcorp - 1,267 shares	P	2014-10-23	2020-06-17
	Agnico Eagle Mines - 275 shares	P	2014-10-23	2020-07-23
	Newmont Goldcorp - 470 shares	P	2014-10-23	2020-07-23
	Pan American Silver - 340 shares	P	2016-07-18	2020-10-02
	Pan American Silver - 360 shares	P	2016-07-18	2020-10-02
	Gamco Global - 4,200 shares	P	2016-10-31	2020-11-19
	Pan American Silver - 1,000 shares	P	2016-07-18	2020-11-19
	Newmont Goldcorp - 385 shares	P	2014-10-23	2020-12-22
	Center Coast MLP - 32 shares	P	2019-04-25	2020-03-31
	Center Coast MLP - 33 shares	P	2019-05-23	2020-03-31
	Center Coast MLP - 35 shares	P	2019-06-20	2020-03-31
	Center Coast MLP - 34 shares	P	2019-07-25	2020-03-31
	Center Coast MLP - 39 shares	P	2019-08-22	2020-03-31
	Center Coast MLP - 40 shares	P	2019-09-26	2020-03-31
	Center Coast MLP - 43 shares	P	2019-10-24	2020-03-31
	Center Coast MLP - 50 shares	P	2019-11-21	2020-03-31
	Center Coast MLP - 47 shares	P	2019-12-26	2020-03-31
	Center Coast MLP - 48 shares	P	2020-01-23	2020-03-31
	Center Coast MLP - 53 shares	P	2020-02-20	2020-03-31
	Center Coast MLP - 209 shares	P	2020-03-26	2020-03-31
	Clearbridge Energy - 50 shares	P	2019-05-31	2020-03-31
	Clearbridge Energy - 54 shares	P	2019-08-30	2020-03-31
	Clearbridge Energy - 62 shares	P	2019-11-29	2020-03-31
	Clearbridge Energy - 75 shares	P	2020-02-28	2020-03-31
	Center Coast MLP - 1 shares	P	2020-03-26	2020-04-03
	Clearbridge Energy - 1 share	P	2020-02-28	2020-04-03
	US Treasury Floating Rate - $20,000	P	2019-07-09	2020-04-17
	Agnico Eagle Mines - 275 shares	P	2020-09-28	2020-10-01
	Newmont Goldcorp - 470 shares	P	2020-09-28	2020-10-01
	Guggenheim Taxable - 9,270 shares	P	2017-03-30	2020-02-12
	iShares Trust Barclays 20+ - 1,706 shares	P	2018-09-19	2020-02-27
	iShares Trust Barclays 20+ - 4 shares	P	2018-10-11	2020-02-27
	iShares Trust Barclays 20+ - 1,300 shares	P	2018-10-11	2020-03-04
	iShares Trust Barclays 20+ - 1,476 shares	P	2019-01-17	2020-03-04
	Tortoise Midstream - 396 shares	P	2016-08-15	2020-03-10
	Tortoise Midstream - 2,190 shares	P	2016-08-31	2020-03-10
	Tortoise Midstream - 4,385 shares	P	2018-03-05	2020-03-10
	Tortoise Midstream - 160 shares	P	2018-05-31	2020-03-10
	Tortoise Midstream - 2,377 shares	P	2018-07-19	2020-03-10
	Tortoise Midstream - 186 shares	P	2018-08-31	2020-03-10
	Tortoise Midstream - 300 shares	P	2018-11-30	2020-03-10
	Tortoise Midstream - 305 shares	P	2019-02-28	2020-03-10
	Blackrock Income Trust - 38,245 shares	P	2018-03-05	2020-03-24
	Advent Claymore Con - 156 shares	P	2015-07-28	2020-03-26
	Advent Claymore Con - 1,310 shares	P	2015-11-06	2020-03-26
	Advent Claymore Con - 599 shares	P	2015-12-28	2020-03-26
	Newmont Goldcorp - 560 shares	P	2013-09-27	2020-03-26
	Newmont Goldcorp - 742 shares	P	2014-04-02	2020-03-26
	Vaneck Vectors - 7,130 shares	P	2016-10-10	2020-03-26
	Wheaton Precious Metals - 1,650 shares	P	2016-03-17	2020-03-26
	Wheaton Precious Metals - 1,650 shares	P	2016-10-06	2020-03-26
	Center Coast MLP - 4,190 shares	P	2018-12-21	2020-03-30
	Clearbridge Energy - 6,430 share	P	2015-12-28	2020-03-30
	Clearbridge Energy - 1,465 share	P	2016-08-23	2020-03-30
	Clearbridge Energy - 3,045 share	P	2018-03-05	2020-03-30
	Advent Claymore Con - 1 share	P	2015-12-28	2020-03-31
	Center Coast MLP - 1,430 shares	P	2018-12-21	2020-03-31
	Clearbridge Energy - 3,720 share	P	2018-03-05	2020-03-31
	Clearbridge Energy - 375 share	P	2018-05-31	2020-03-31
	Clearbridge Energy - 377 share	P	2018-08-31	2020-03-31
	Clearbridge Energy - 473 share	P	2018-11-30	2020-03-31
	Clearbridge Energy - 12,125 share	P	2018-12-17	2020-03-31
	Clearbridge Energy - 660 share	P	2019-02-28	2020-03-31
	Doubleline Opportunistic - 2,700 shares	P	2018-02-13	2020-03-31
	CBRE Clarion Global - 18,540 shares	P	2017-04-12	2020-04-01
	Cohen & Steers - 8,045 shares	P	2018-03-05	2020-04-01
	Morgan Stanley CD - $250,000	P	2019-03-28	2020-04-03
	Goldman Sachs Floating - 2,500 shares	P	2011-12-20	2020-04-22
	Goldman Sachs Floating - 2,000 shares	P	2012-01-11	2020-04-22
	Goldman Sachs Floating - 1,130 shares	P	2014-06-05	2020-04-22
	Eaton Vance Muni - 2,040 shares	P	2019-03-12	2020-04-23
	Eaton Vance Muni - 1,273 shares	P	2019-03-12	2020-04-27
	Eaton Vance Muni - 673 shares	P	2019-03-12	2020-04-28
	Eaton Vance Muni - 825 shares	P	2019-03-12	2020-04-29
	Aberdeen Asia Pacific - 4,605 shares	P	2018-05-09	2020-05-27
	Aberdeen Asia Pacific - 14,145 shares	P	2018-09-13	2020-05-27
	Redwood Trust - $60,000	P	2018-09-13	2020-06-09
	Redwood Trust - $55,000	P	2018-09-13	2020-06-15
	Agnico Eagle Mines - 560 shares	P	2014-05-29	2020-06-17
	Barrick Gold Corp - 700 shares	P	2015-12-28	2020-06-17
	Newmont Goldcorp - 298 shares	P	2014-04-02	2020-06-17
	Newmont Goldcorp - 184 shares	P	2015-12-28	2020-06-17
	Vaneck Vectors - 2,410 shares	P	2016-10-10	2020-06-17
	Vaneck Vectors - 1,090 shares	P	2019-02-01	2020-06-17
	Agnico Eagle Mines - 210 shares	P	2014-05-29	2020-07-23
	Barrick Gold Corp - 260 shares	P	2015-12-28	2020-07-23
	Newmont Goldcorp - 270 shares	P	2015-12-28	2020-07-23
	Vaneck Vectors - 700 shares	P	2019-02-01	2020-07-23
	Vaneck Vectors - 600 shares	P	2019-03-25	2020-07-23
	Regions Fin A Non-cum - 460 shares	P	2014-06-05	2020-10-27
	Regions Fin A Non-cum - 1,050 shares	P	2015-07-28	2020-10-27
	Regions Fin A Non-cum - 530 shares	P	2018-03-05	2020-10-27
	Regions Fin A Non-cum - 2,550 shares	P	2018-03-05	2020-10-27
	Barrick Gold Corp - 1,040 shares	P	2015-12-28	2020-11-19
	Vaneck Vectors - 2,200 shares	P	2019-03-25	2020-11-19
	Vaneck Vectors - 3,000 shares	P	2019-03-25	2020-12-04
	iShares Trust Barclays 20+ - 2,090 shares	P	2019-09-13	2020-03-04
	iShares Trust Barclays 20+ - 1,831 shares	P	2019-09-16	2020-03-04
	iShares Trust Barclays 20+ - 692 shares	P	2019-11-05	2020-03-04
	iShares Trust Barclays 20+ - 838 shares	P	2019-11-08	2020-03-04
	iShares Barclays 1-3 Year - 6,750 shares	P	2019-11-08	2020-03-04
	Tortoise Midstream - 329 shares	P	2009-05-31	2020-03-10
	Tortoise Midstream - 371 shares	P	2019-08-30	2020-03-10
	Tortoise Midstream - 468 shares	P	2019-11-29	2020-03-10
	Tortoise Midstream - 351 shares	P	2020-02-28	2020-03-10
	Tortoise Midstream - 1 share	P	2020-02-28	2020-03-13
	US Treasury Floating Rate - $100,000	P	2019-10-15	2020-03-17
	US Treasury Floating Rate - $100,000	P	2019-10-15	2020-03-17
	US Treasury Floating Rate - $300,000	P	2019-10-21	2020-03-17
	Nuveen Multi-Strategy - 8,500 shares	P	2019-03-29	2020-03-25
	Omega HealthCare - 3,570 shares	P	2020-03-18	2020-03-25
	Nuveen Quality Pfd - 4,223 shares	P	2019-07-24	2020-03-25
	Simon Property - 470 shares	P	2019-05-29	2020-03-25
	Simon Property - 785 shares	P	2020-03-11	2020-03-25
	Store Capital Corp - 2,150 shares	P	2020-03-12	2020-03-25
	iShares Comex Gold - 8,100 shares	P	2020-03-03	2020-03-26
	Nuveen Multi-Strategy - 8,505 shares	P	2019-03-29	2020-03-26
	Nuveen Quality Pfd - 1,109 shares	P	2019-07-24	2020-03-26
	Nuveen Quality Pfd - 7,336 shares	P	2019-07-25	2020-03-26
	Nuveen Quality Pfd - 4,222 shares	P	2019-07-25	2020-03-26
	Wheaton Precious Metals - 1,4650 shares	P	2019-02-05	2020-03-26
	Plains GP Holdings - 4,890 shares	P	2019-05-09	2020-03-30
	Plains GP Holdings - 6,720 shares	P	2020-03-11	2020-03-30
	Simon Property - 210 shares	P	2020-03-11	2020-03-30
	Simon Property - 890 shares	P	2020-03-12	2020-03-30
	Store Capital Corp - 6,545 shares	P	2020-03-12	2020-03-30
	Ventas Inc - 1,490 shares	P	2019-12-18	2020-03-30
	Ventas Inc - 465 shares	P	2020-03-12	2020-03-30
	Clearbridge Energy - 687 share	P	2019-05-31	2020-03-31
	Clearbridge Energy - 745 share	P	2019-08-30	2020-03-31
	Clearbridge Energy - 852 share	P	2019-11-29	2020-03-31
	Clearbridge Energy - 1,038 share	P	2020-02-28	2020-03-31
	Ventas Inc - 1,685 shares	P	2020-03-11	2020-04-01
	Ventas Inc - 575 shares	P	2020-03-19	2020-04-01
	Clearbridge Energy - 1 share	P	2020-02-28	2020-04-03
	US Treasury Bill - $1,105,000	P	2020-03-12	2020-04-16
	Goldman Sachs Floating - 848 shares	P	2019-09-19	2020-04-22
	Goldman Sachs Floating - 1,052 shares	P	2019-09-23	2020-04-22
	iShare Silver - 3,550 shares	P	2020-04-17	2020-04-28
	iShare Silver - 1,110 shares	P	2020-04-20	2020-04-28
	Royal Gold Inc - 265 shares	P	2020-03-03	2020-05-15
	Brigham Minerals Inc - 2,109 shares	P	2019-10-01	2020-06-01
	Brigham Minerals Inc - 2,021 shares	P	2019-10-01	2020-06-03
	Brigham Minerals Inc - 1,224 shares	P	2019-10-30	2020-06-03
	Brigham Minerals Inc - 536 shares	P	2019-10-30	2020-06-04
	Brigham Minerals Inc - 2,035 shares	P	2019-12-09	2020-06-04
	US Treasury Inflation Index - $200,000	P	2020-06-04	2020-07-07
	US Treasury Inflation Index - $132,000	P	2020-06-17	2020-07-07
	US Treasury Inflation Index - $124,000	P	2020-07-08	2020-07-14
	iShares Comex Gold - 8,200 shares	P	2020-04-28	2020-07-23
	Sandstorm Gold Ltd - 1,270 shares	P	2020-02-05	2020-07-23
	US Treasury Inflation Index - $134,000	P	2020-07-09	2020-08-03
	GNMA 14-15 - $322,342	P	2020-08-05	2020-08-12
	Kinder Morgan Inc - 5,561 shares	P	2020-03-19	2020-09-10
	iShare Silver - 7,265 shares	P	2020-08-19	2020-09-16
	US Treasury Inflation Index - $182,000	P	2020-08-19	2020-09-24
	Agnico Eagle Mines - 210 shares	P	2020-09-28	2020-10-01
	Barrick Gold Corp - 675 shares	P	2020-09-28	2020-10-01
	Vaneck Vectors - 1,300 shares	P	2020-09-28	2020-10-01
	iShares Comex Gold - 8,200 shares	P	2020-09-28	2020-10-01
	Newmont Goldcorp - 270 shares	P	2020-09-28	2020-10-01
	Franco-Nevada Corp - 500 shares	P	2020-08-11	2020-10-02
	Royal Gold Inc - 955 shares	P	2020-03-03	2020-10-02
	Wheaton Precious Metals - 1,455 shares	P	2020-08-11	2020-10-02
	Plains GP Holdings - 11,615 shares	P	2020-03-11	2020-10-02
	Plains GP Holdings - 16,945 shares	P	2020-07-09	2020-10-02
	Viatris Inc - 1 shares	P	2020-04-20	2020-11-17
	Barrick Gold Corp - 1,000 shares	P	2020-08-11	2020-11-19
	Barrick Gold Corp - 1,000 shares	P	2020-08-11	2020-11-19
	Sandstorm Gold Ltd - 5,070 shares	P	2020-02-05	2020-11-19
	iShares Comex Gold - 6,325 shares	P	2020-04-02	2020-11-24
	iShares Comex Gold - 6,200 shares	P	2020-06-17	2020-11-24
	iShares Comex Gold - 12,000 shares	P	2020-06-17	2020-12-03
	Viatris Inc - 224 shares	P	2020-04-20	2020-12-07
	Viatris Inc - 145 shares	P	2020-06-02	2020-12-07
	Viatris Inc - 166 shares	P	2020-06-30	2020-12-07
	Viatris Inc - 1 shares	P	2020-06-30	2020-12-09
	Clearbridge Energy - 1,121 share	P	2020-08-07	2020-12-21
	Clearbridge Energy - 721 share	P	2020-08-07	2020-12-22
	Clearbridge Energy - 678 share	P	2020-08-07	2020-12-23
	US Treasury Bill - $495,000	P	2020-09-21	2020-12-24
	iShares Trust Barclays 20+ - 4,056 shares	P	2020-09-24	2020-10-20
	Resolution Funding - 80,000	P	2020-10-13	2020-11-04
	iShares Trust Barclays 20+ - 187 shares	P	2020-09-24	2020-11-16
	iShares Trust Barclays 20+ - 944 shares	P	2020-09-30	2020-11-16
	iShares Trust Barclays 20+ - 1,074 shares	P	2020-10-06	2020-11-16
	Argent Financial Group - 959 shares	P	2000-01-01	2020-12-31
	From partnership - Pro Shares Ultra VIX	P	2020-01-01	2020-12-31
	From Partnership - Enterprise Partnership	P	2000-01-01	2020-12-31
	Vaneck Vectors - 615 shares	P	2019-02-01	2020-03-26
	Capital Gains Dividends	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,736	2,183	553
b	2,193	1,698	495
c	12,062	8,989	3,073
d	6,109	4,497	1,612
e	124,652	123,828	824
	8,551	8,534	17
	7,206	6,306	900
	4,386	3,873	513
	18,049	17,789	260
	56,954	57,026	-72
	84,932	85,008	-76
	15,163	14,823	340
	9,748	9,586	162
	10,573	10,483	90
	7,195	8,353	-1,158
	14,929	14,839	90
	14,196	14,484	-288
	30,023	29,989	34
	1,069	1,074	-5
	44,516	46,051	-1,535
	3,312	3,466	-154
	20,979	21,222	-243
	4,880	4,921	-41
	35,000	35,008	-8
	7,519	6,980	539
	5,714	5,190	524
	9,159	8,216	943
	3,053	2,934	119
	4,885	4,327	558
	4,767	4,685	82
	14,584	14,766	-182
	5,743	5,136	607
	13,827	13,854	-27
	6,653	6,456	197
	7,676	7,844	-168
	6,381	6,563	-182
	6,647	6,466	181
	5,734	4,925	809
	6,930	6,958	-28
	10,170	10,440	-270
	4,607	4,828	-221
	6,758	6,929	-171
	3,490	3,478	12
	4,986	4,870	116
	9,158	8,634	524
	18,323	17,297	1,026
	9,934	8,777	1,157
	11,105	10,406	699
	11,709	10,390	1,319
	4,645	5,197	-552
	3,345	3,433	-88
	7,354	6,998	356
	5,626	5,083	543
	10,249	10,440	-191
	9,677	10,261	-584
	13,772	13,778	-6
	4,243	5,022	-779
	49,985	50,011	-26
	52,992	53,011	-19
	46,993	47,001	-8
	92,667	106,990	-14,323
	80,042	94,783	-14,741
	4,851	5,406	-555
	85,821	94,604	-8,783
	59,191	67,929	-8,738
	79,553	85,068	-5,515
	13,811	14,008	-197
	7,634	7,429	205
	16,335	16,042	293
	15,540	14,972	568
	52,541	51,087	1,454
	15,592	15,203	389
	69,513	98,432	-28,919
	31,704	36,029	-4,325
	12,718	15,673	-2,955
	4,093	4,959	-866
	1,716	2,601	-885
	19,953	26,030	-6,077
	18,237	19,981	-1,744
	26,931	30,003	-3,072
	9,830	10,550	-720
	32,153	33,443	-1,290
	354	16,847	-16,493
	120	4,854	-4,734
	129	3,956	-3,827
	214	5,531	-5,317
	42	523	-481
	42	1,046	-1,004
	21	1,043	-1,022
	21	524	-503
	21	524	-503
	922	12,265	-11,343
	2,025	16,010	-13,985
	22	180	-158
	23	183	-160
	24	185	-161
	24	191	-167
	22	199	-177
	24	199	-175
	26	201	-175
	1	10	-9
	1,039	7,591	-6,552
	1,454	10,360	-8,906
	64	479	-415
	65	504	-439
	81	520	-439
	64	416	-352
	28	191	-163
	36	196	-160
	30	213	-183
	29	221	-192
	30	227	-197
	42,890	21,088	21,802
	69,973	27,802	42,171
	18,797	7,858	10,939
	30,734	10,313	20,421
	11,864	6,445	5,419
	12,093	6,824	5,269
	14,525	16,274	-1,749
	30,718	18,955	11,763
	22,828	8,448	14,380
	29	234	-205
	31	239	-208
	33	244	-211
	32	252	-220
	37	255	-218
	38	263	-225
	40	270	-230
	47	276	-229
	43	288	-245
	45	297	-252
	49	306	-257
	195	316	-121
	67	437	-370
	73	458	-385
	83	482	-399
	100	491	-391
	1	1	0
	1	5	-4
	19,989	20,001	-12
	22,210	21,615	595
	29,957	29,104	853
	228,779	207,353	21,426
	260,690	198,830	61,860
	611	460	151
	203,740	149,402	54,338
	231,324	177,602	53,722
	1,905	6,162	-4,257
	10,536	34,954	-24,418
	21,096	64,387	-43,291
	772	2,565	-1,793
	11,436	29,696	-18,260
	895	2,613	-1,718
	1,445	3,518	-2,073
	1,467	3,765	-2,298
	218,452	218,814	-362
	1,671	3,278	-1,607
	14,025	20,925	-6,900
	6,417		6,417
	26,591	15,957	10,634
	35,233	18,068	17,165
	182,687	165,314	17,373
	47,994	29,921	18,073
	47,994	37,300	10,694
	3,790	20,784	-16,994
	8,514	48,460	-39,946
	1,940	14,329	-12,389
	4,032	29,141	-25,109
	8	9	-1
	1,344	7,093	-5,749
	5,019	35,601	-30,582
	505	3,732	-3,227
	508	3,933	-3,425
	639	4,053	-3,414
	16,359	97,470	-81,111
	890	5,726	-4,836
	45,970	57,306	-11,336
	89,722	128,762	-39,040
	119,869	150,482	-30,613
	250,000	250,000	0
	50,079	42,916	7,163
	40,063	38,891	1,172
	22,636	22,793	-157
	24,776	24,716	60
	15,136	15,423	-287
	7,961	8,154	-193
	9,848	9,995	-147
	16,495	20,151	-3,656
	50,668	56,645	-5,977
	50,085	60,158	-10,073
	45,085	55,145	-10,060
	32,542	16,720	15,822
	16,926	5,290	11,636
	16,452	7,257	9,195
	10,158	3,282	6,876
	78,659	55,878	22,781
	35,576	24,378	11,198
	14,351	6,270	8,081
	7,177	1,965	5,212
	17,649	4,815	12,834
	28,265	15,655	12,610
	24,228	13,844	10,384
	11,714	11,239	475
	26,738	26,879	-141
	13,497	13,419	78
	64,838	64,564	274
	25,103	7,859	17,244
	78,316	50,760	27,556
	105,743	69,218	36,525
	327,552	285,856	41,696
	286,960	252,278	34,682
	108,453	94,865	13,588
	131,334	113,251	18,083
	580,617	571,180	9,437
	1,583	3,996	-2,413
	1,785	4,247	-2,462
	2,251	4,537	-2,286
	1,690	2,692	-1,002
	1	3	-2
	99,845	99,965	-120
	99,845	99,965	-120
	299,535	299,961	-426
	58,299	80,706	-22,407
	95,881	60,822	35,059
	28,910	41,126	-12,216
	30,779	77,681	-46,902
	51,407	80,313	-28,906
	43,501	54,908	-11,407
	125,735	126,618	-883
	58,712	80,754	-22,042
	7,658	10,800	-3,142
	50,658	71,478	-20,820
	28,921	41,137	-12,216
	42,613	42,204	409
	26,260	110,720	-84,460
	36,087	58,053	-21,966
	11,684	21,485	-9,801
	49,517	75,988	-26,471
	118,077	166,623	-48,546
	40,995	83,255	-42,260
	12,794	19,301	-6,507
	927	6,005	-5,078
	1,005	6,294	-5,289
	1,151	6,622	-5,471
	1,400	6,806	-5,406
	38,427	69,939	-31,512
	13,113	12,196	917
	1	4	-3
	1,105,000	1,105,000	0
	16,987	18,714	-1,727
	21,073	23,212	-2,139
	49,843	50,098	-255
	15,585	15,856	-271
	34,909	27,468	7,441
	28,859	41,672	-12,813
	27,631	39,933	-12,302
	16,734	24,088	-7,354
	7,312	10,549	-3,237
	27,761	36,613	-8,852
	216,736	211,557	5,179
	143,046	140,393	2,653
	143,740	141,287	2,453
	147,203	133,744	13,459
	12,143	8,445	3,698
	141,866	140,301	1,565
	48,339	60,451	-12,112
	73,088	57,302	15,786
	184,221	180,761	3,460
	215,516	219,463	-3,947
	16,972	16,509	463
	19,166	18,675	491
	51,192	50,452	740
	148,816	146,444	2,372
	17,246	16,726	520
	70,754	71,043	-289
	115,108	98,989	16,119
	72,390	71,164	1,226
	73,113	96,158	-23,045
	106,664	141,789	-35,125
	10	10	0
	24,138	26,072	-1,934
	24,138	26,115	-1,977
	37,819	33,714	4,105
	108,879	103,162	5,717
	106,727	102,305	4,422
	210,494	198,010	12,484
	3,945	3,453	492
	2,558	2,168	390
	2,922	2,255	667
	15	14	1
	19,834	16,567	3,267
	12,725	10,656	2,069
	12,002	10,020	1,982
	495,000	495,000	0
	647,365	669,281	-21,916
	70,870	71,928	-1,058
	29,508	30,857	-1,349
	148,958	154,272	-5,314
	169,471	171,264	-1,793
	59,132	31,534	27,598
	31		31
		1,482	-1,482
	19,693	20,070	-377
	762		762

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			553
b			495
c			3,073
d			1,612
e			824
			17
			900
			513
			260
			-72
			-76
			340
			162
			90
			-1,158
			90
			-288
			34
			-5
			-1,535
			-154
			-243
			-41
			-8
			539
			524
			943
			119
			558
			82
			-182
			607
			-27
			197
			-168
			-182
			181
			809
			-28
			-270
			-221
			-171
			12
			116
			524
			1,026
			1,157
			699
			1,319
			-552
			-88
			356
			543
			-191
			-584
			-6
			-779
			-26
			-19
			-8
			-14,323
			-14,741
			-555
			-8,783
			-8,738
			-5,515
			-197
			205
			293
			568
			1,454
			389
			-28,919
			-4,325
			-2,955
			-866
			-885
			-6,077
			-1,744
			-3,072
			-720
			-1,290
			-16,493
			-4,734
			-3,827
			-5,317
			-481
			-1,004
			-1,022
			-503
			-503
			-11,343
			-13,985
			-158
			-160
			-161
			-167
			-177
			-175
			-175
			-9
			-6,552
			-8,906
			-415
			-439
			-439
			-352
			-163
			-160
			-183
			-192
			-197
			21,802
			42,171
			10,939
			20,421
			5,419
			5,269
			-1,749
			11,763
			14,380
			-205
			-208
			-211
			-220
			-218
			-225
			-230
			-229
			-245
			-252
			-257
			-121
			-370
			-385
			-399
			-391
			0
			-4
			-12
			595
			853
			21,426
			61,860
			151
			54,338
			53,722
			-4,257
			-24,418
			-43,291
			-1,793
			-18,260
			-1,718
			-2,073
			-2,298
			-362
			-1,607
			-6,900
			6,417
			10,634
			17,165
			17,373
			18,073
			10,694
			-16,994
			-39,946
			-12,389
			-25,109
			-1
			-5,749
			-30,582
			-3,227
			-3,425
			-3,414
			-81,111
			-4,836
			-11,336
			-39,040
			-30,613
			0
			7,163
			1,172
			-157
			60
			-287
			-193
			-147
			-3,656
			-5,977
			-10,073
			-10,060
			15,822
			11,636
			9,195
			6,876
			22,781
			11,198
			8,081
			5,212
			12,834
			12,610
			10,384
			475
			-141
			78
			274
			17,244
			27,556
			36,525
			41,696
			34,682
			13,588
			18,083
			9,437
			-2,413
			-2,462
			-2,286
			-1,002
			-2
			-120
			-120
			-426
			-22,407
			35,059
			-12,216
			-46,902
			-28,906
			-11,407
			-883
			-22,042
			-3,142
			-20,820
			-12,216
			409
			-84,460
			-21,966
			-9,801
			-26,471
			-48,546
			-42,260
			-6,507
			-5,078
			-5,289
			-5,471
			-5,406
			-31,512
			917
			-3
			0
			-1,727
			-2,139
			-255
			-271
			7,441
			-12,813
			-12,302
			-7,354
			-3,237
			-8,852
			5,179
			2,653
			2,453
			13,459
			3,698
			1,565
			-12,112
			15,786
			3,460
			-3,947
			463
			491
			740
			2,372
			520
			-289
			16,119
			1,226
			-23,045
			-35,125
			0
			-1,934
			-1,977
			4,105
			5,717
			4,422
			12,484
			492
			390
			667
			1
			3,267
			2,069
			1,982
			0
			-21,916
			-1,058
			-1,349
			-5,314
			-1,793
			27,598
			31
			-1,482
			-377
			762

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-343,453
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	891
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	891
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	891
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	3,989
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,011
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	7,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	6,109
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax6,109	Refunded	11	0

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

Yes

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

Yes

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

NY, TX

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

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

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

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

www.moorefoundationcc.com

The books are in care of bullet

Gary J Leach Telephone no. bullet

(361) 814-6700

Located at bullet

700 Everhart Road Suite J-21Corpus ChristiTX ZIP+4 bullet

78411

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

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

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

Yes

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

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
Gary J Leach	President and Director 40.00	78,150
5037 Maylands Drive Corpus Christi,TX78413	President and Director 40.00	78,150
Paul Davis	Director 5.00	12,000
13895 West Morningview Court New Berlin,WI53151	Director 5.00	12,000
Chelsea J Knight	Director 5.00	12,000
213 W 1st Street Weatherford,TX76086	Director 5.00	12,000
Robyn Abernathy	Director 5.00	12,000
4821 Bucking Bronc Drive Benbrook,TX76126	Director 5.00	12,000
Amy Byars	Director 5.00	12,000
575 Moores Mill Road Auburn,AL36830	Director 5.00	12,000
Christopher B Leach	Director 5.00	12,000
675 Viewridge Pacifica,CA94044	Director 5.00	12,000

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

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

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

purposes:

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

7,435,264

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

2,199,545

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

29,919

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

9,664,728

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

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

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

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

9,664,728

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

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

144,971

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

9,519,757

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

475,988

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

475,988

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

891

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

1,017

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

1,908

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

474,080

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

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

474,080

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

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

474,080

Part XII

Qualifying Distributions (see instructions)

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

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

359,036

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

359,036

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

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

359,036

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					474,080
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......	7,979
b From 2016......
c From 2017......
d From 2018......	61,977
e From 2019......	56,016
fTotal of lines 3a through e........		125,972
4Qualifying distributions for 2020 from Part
XII, line 4: $ 359,036
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.....					359,036
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2020.		115,044			115,044
(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		10,928
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		10,928
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....	10,928
e Excess from 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 section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

Gary J Leach Allen Lovelace Moore a
700 Everhart Road Suite J-21
Corpus Christi,TX78411
(361) 814-6700
garyl@moorefoundationcc.com

bThe form in which applications should be submitted and information and materials they should include:

Any organization requesting a gift, grant, etc may make application by use of the form provided by the Foundation. To obtain a copy of the form, please submit requests to the Foundation either by fax, mail or website.

cAny submission deadlines:

Requests for gifts, grants, etc. must be postmarked on or before July 1 of each grant year.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Yes. Gifts, grants, etc are restricted to organizations providing programs to children eighteen years of age or younger in the Coastal Bend Texas area. For more detailed information regarding restrictions or limitations on the use of gifts, grants, etc, please contact the Foundation.

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
From partnership - Mt EBO Associates LLC 16 Mt Ebo Road Ste 22 Brewster,NY10509	None	Public charity	From partnership - unknown	34
Agape Ranch 6537 S Staples Street Suite 222 Corpus Christi,TX78413	None	Public charity	Youth housing	2,000
Alabama Baptist Children's Home 1302 Ross Clark Circle Dothan,AL36301	None	Public charity	Youth child care	2,500
Associated Builders & Contractors Merit Shop 7433 Leopard Street Corpus Christi,TX78409	None	Public charity	Youth education	5,000
Big Brothers Big Sisters Serving the Coastal Bend 3833 South Staples Street Suite 102 Corpus Christi,TX78411	None	Public charity	Youth outreach	1,500
Boys & Girls Clubs of the Coastal Bend 3902 Greenwood Drive Corpus Christi,TX78401	None	Public charity	Youth outreach	3,750
Camp Aranzazu 5420 FM 1781 Rockport,TX78382	None	Public charity	Youth recreation	2,500
CASA (Court Appointed Special Advocates) of the Coastal Bend PO Box 4 Corpus Christi,TX78403	None	Public charity	Youth legal aid	2,500
Catholic Charities of Corpus Christi 615 Oilver Court Corpus Christi,TX78408	None	Public charity	Youth legal aid	1,700
Citizens for Educational Excellence PO Box 261125 Corpus Christi,TX78426	None	Public charity	Youth education	1,250
Coastal Bend Community Foundation 555 N Carancahua St Ste 900 Corpus Christi,TX78401	None	Public charity	Youth shelter and food	10,000
Coastal Bend Fellowship of Christian Athletes PO Box 331 Corpus Christi,TX78381	None	Public charity	Youth outreachYouth outreach	2,500
Corpus Christi Hope House Inc 3226 Reid Drive Corpus Christi,TX76856	None	Public charity	Youth housing and operations	2,000
Corpus Christi Metro Ministries Inc PO Box 4899 Corpus Christi,TX78469	None	Public charity	Youth housing and operations	5,000
Corpus Christi Pregnancy Center 4730 Everhart Road Corpus Christi,TX78411	None	Public charity	Youth healthcareYouth healthcare	7,500
Corpus Christi Museum of Science and History 1900 N Chapparral St Corpus Christi,TX78401	None	Public charity	Youth education	2,500
Del Mar College Foundation 101 Baldwin Blvd Corpus Christi,TX78404	None	Public charity	Youth child care	2,500
Driscoll Children's Hospital 3533 S Alameda Corpus Christi,TX78414	None	Public charity	Youth outreach	1,000
Emmanuel Christian Fellowship Community Center PO Box 5241 Corpus Christi,TX78465	None	Public charity	Youth outreach	2,500
Coastal Bend Food Bank 826 Krill Street Corpus Christi,TX78408	None	Public charity	Youth meals	20,000
Foster Angels of South Texas Foundation 800 N Shoreline Blvd Ste 2750 S Corpus Christi,TX78401	None	Public charity	Youth child care	4,000
Greenwood - Molina Children's Center 954 National Drive Corpus Christi,TX78416	None	Public charity	Youth child care	10,000
GROW Local South Texas 710 Buffalo Street Suite 802 Corpus Christi,TX78401	None	Public charity	Youth education	2,000
Junior Achievement of the Coastal Bend 4444 N Corona Dr Ste 128 Corpus Christi,TX78411	None	Public Charity	Youth education	1,500
LEAD First 500 North Shoreline Blvd Ste 807 N Corpus Christi,TX78401	None	Public charity	Youth outreach	5,000
Love Tennis & Education PO Box 60963 Corpus Christi,TX78466	None	Public Charity	Youth outreach	2,000
Mary McLeod Bethune Day Nursery Inc 900 Kinney St Corpus Christi,TX78401	None	Public charity	Youth child care	5,000
Milwaukee Rescue Mission 813 N 19th St Milwaukee,WI53233	None	Public charity	Youth housing and operations	2,500
New Life Refuge Ministries PO Box 9157 Corpus Christi,TX78418	None	Public charity	Youth outreach	6,000
Ring of Champions PO Box 4054 Corpus Christi,TX78104	None	Public charity	Youth outreach	5,000
Ronald McDonald House Charities 3402 Ft Worth St Corpus Christi,TX78411	None	Public charity	Youth housing and operations	1,000
Serenity Star Inc NW 1st St Smithville,TX78957	None	Public Charity	Youth counciling	2,500
South Texas Children's Home PO Box 1210 Beeville,TX78104	None	Public charity	Youth housing and operations	25,000
South Texas Light House for the Blind 4421 Agnes Street Corpus Christi,TX78414	None	Public charity	Youth health	6,100
Special Olympics 623 Power St Ste A Corpus Christi,TX78401	None	Public charity	Youth outreach	2,000
The Ark Assessment 12960 Leopard Street Corpus Christi,TX78403	None	Public charity	Youth housing	1,500
The Deaf & Hard of Hearing Center PO Box 531 Corpus Christi,TX78411	None	Public charity	Youth health care	2,500
The Miracle League of Corpus Christi PO Box 531 Corpus Christi,TX78403	None	Public charity	Youth outreach	5,000
The Salvation Army PO Box 2507 Corpus Christi,TX78403	None	Public charity	Youth housing and operations	30,000
Timons Ministries 10501 South Padre Island Drive Corpus Christi,TX78418	None	Public charity	Youth health care	1,000
Wesley Community Center PO Box 7099 Corpus Christi,TX78467	None	Public charity	Youth child care	2,500
West Side Helping Hand PO Box 5431 Corpus Christi,TX78465	None	Public charity	Youth outreach	5,000
Young Women's Christian Association Corpus Christi 4601 Corona Drive Corpus Christi,TX78411	None	Public charity	Youth outreach	3,500
Youth Odyssey PO Box 331394 Corpus Christi,TX78463	None	Public charity	Youth outreach	7,500
UnInked and Set Free Tattoo Removal Program PO Box 9157 Corpus Christi,TX78418	None	Public charity	Youth outreach	2,500
Tennis Success PO Box 71647 Corpus Christi,TX78467	None	Public charity	Youth outreach	2,500
Total ................................. 3a				221,334

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	189,493
5 Net rental income or (loss) from real estate:
aDebt-financed property......	531120	11,683
bNot debt-financed property.....			16	15,972
6 Net rental income or (loss) from personal property
7 Other investment income.....			14	1,130
8 Gain or (loss) from sales of assets other than inventory ............			18	-343,453
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)..		11,683		-136,858	0

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

-125,175

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Aberdeen Asia Pacific Income Fund Inc	140,285	149,079
Agnico Eagle Mines Limited	23,635	58,523
Bank of America Series L Preferred	80,351	135,154
Brigham Minerals Inc	183,180	177,708
Broadcom Inc 8.00% pref	204,762	281,649
Flaherty and Crumrine Dynamic Pfd and Income	57,461	68,291
Gamco GLBL Gold Natural Resources	192,855	197,613
Medical Properties Trust Inc	57,655	126,709
Morgan Stanley 6.875% Preferred Fixed	161,888	168,150
Newmont GoldCorp	52,185	67,436
Nuveen Credit Strategies Income Fund	17,959	16,458
Partnership interest - Enterprise Products	270,443	375,834
US Treasury Floating Rate Notes due 04.30.2021	86,002	86,121
US Treasury Floating Rate Notes due 07.31.2021	369,870	370,626
Wells Fargo & Co 7.5% pref con	154,848	176,076
Partnership interest - Magellan	145,950	138,567
iShares Lehman Tips Bonds	24,690	25,019
Pinnacle Bank TN CD	249,841	252,213
iShares Lehman Tips Bonds	363,483	367,249
Becton Dickinson & Co	138,147	153,813
Citigroup Cap Trust	172,397	182,685
Nextera Energy Inc Preferred	142,627	145,377
US Bancorp Ser K	65,956	71,367
Unilever PLC	208,351	242,647
Chevron Corporation	109,517	101,762
Kinder Morgan Inc	104,116	102,935
Johnson & Johnson	69,794	79,634
Merck & Co Inc	144,327	151,739
Novartis & Co Inc	137,951	153,449
Pfizer Incorporated	144,015	159,203
Physicians Realty Trust	103,221	118,548
Healthcare Trust of America	102,283	119,248
Omega Healthcare REIT	137,471	197,218
Aberdeen Asia Pacific Income Fund Inc	45,236	48,616
Agnico Eagle Mines Limited	31,347	77,349
Newmont GoldCorp	43,830	89,835
Gamco GLBL Gold Natural Resources	14,969	14,742
US Treasury Floating Rate Notes due 04.30.2021	108,001	108,152
Proshares Trust Short ETF QQQ	39,453	36,212
Proshares Trust Short ETF S&P	33,449	31,687

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Gold (held in-kind)	FMV	317,290	360,620
Land Lease	FMV	1	142,926
Partnership interest - MLG 1099 Dividend IV Fund LLC	AT COST	183,387	200,000
Partnership interest - North Shore Plaza	AT COST	78,521	100,000
Royalty interest - Hall-Houston 1996 Expl & Dev ORRI Trust	AT COST	1	1
Royalty interest - Hall-Houston 1999 EC88/89 A&D ORRI Trust	AT COST	1	1
SA Ingnite	FMV	300,000	75,000
Partnership interest - Mt EBO Associates LLC	FMV	0	136,000

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
Prepaid federal and state taxes	14,357	12,012	12,012
Receivable - dividends	18,218	12,597	12,597
Receivable - partnership	0	4,000	4,000

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Insurance - employee health	12,821	2,564	10,257
Insurance - general	2,842	2,842	0
Telephone and internet expenses	1,920	1,920	0
Dues and subscriptions	0	0	0
Office expenses	7,189	7,189	0
Ordinary loss - from Enterprise Products Partnership	43,525	0	0
	0	0	0
Net rental real estate loss (Joe's Crab Shack)	0	0	0
Net rental real estate loss (MT EBO partnership)	0	0	0
Net rental real estate loss (Northshore partnership)	1,833	0	0

Category	Amount	Net Investment Income
Professional fees - investment advisory	25,149	25,149
Professional fees - payroll report preparation	2,363	2,363
Professional fees - contract labor	0	0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
From HPO OP account	854	854	854
From partnership - Pro Shares Ultra VIX	276	276	276

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
Taxes - unrelated business tax	1,017	0	0
Taxes - excise	891	0	0
Taxes - state income taxes	436	436	0
Taxes - payroll	8,656	1,731	6,925
Taxes - foreign withheld	1,395	1,395	0