Form990-PF
Click to see attachment

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
EDWARD C FOGG III & LISBETH A
FOGG CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)CAPITAL CITY TRUST CO PO BOX 1549
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TALLAHASSEE, FL32302
A Employer identification number

58-6271249
B Telephone number (see instructions)

(850) 402-7747
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$66,901,810J 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... 1,164,720 978,154  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 840,478
b Gross sales price for all assets on line 6a 8,074,785
7 Capital gain net income (from Part IV, line 2)... 840,478
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).......      
12 Total. Add lines 1 through 11........ 2,005,198 1,818,632  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 963,510 298,949   664,561
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,032 320   712
b Accounting fees (attach schedule)....... Click to see attachment 5,480 1,700   3,780
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,070      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,076 1,837   5,981
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 999,168 302,806   675,034
25 Contributions, gifts, grants paid....... 3,103,467 3,103,467
26 Total expenses and disbursements. Add lines 24 and 25 4,102,635 302,806   3,778,501
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,097,437
b Net investment income (if negative, enter -0-) 1,515,826
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,465,423 4,618,815 4,618,815
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 6,873,814 Click to see attachment6,129,275 6,330,825
b Investments—corporate stock (attach schedule)....... 38,319,407 Click to see attachment36,569,849 55,141,739
c Investments—corporate bonds (attach schedule)....... 1,546,771 Click to see attachment796,367 810,431
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 50,205,415 48,114,306 66,901,810
Liabilities 17 Accounts payable and accrued expenses.......... 4,356 10,684
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)......... 4,356 10,684
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........... 50,201,059 48,103,622
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........    
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)..... 50,201,059 48,103,622
30 Total liabilities and net assets/fund balances (see instructions). 50,205,415 48,114,306
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
50,201,059
2
Enter amount from Part I, line 27a .....................
2
-2,097,437
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
48,103,622
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
48,103,622
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 50 ALPHABET INC P 2016-01-28 2020-12-14
b 585.343 DODGE & COX P 2014-03-03 2020-03-19
c 160 ORACLE CORP P 2014-04-21 2020-12-14
d 25 AMAZON P 2016-08-15 2020-12-14
e 1886.792 DODGE & COX P 2014-12-30 2020-03-19
25 ORACLE CORP P 2015-09-16 2020-12-14
350 APPLE P 2015-09-16 2020-06-01
4815.796 DODGE & COX P 2017-04-03 2020-03-19
.5 OTIS CORP P 2015-09-16 2020-04-14
500000 ARIZONA BRD P 2015-02-15 2020-07-01
24260.068 DODGE & COX P 2017-04-07 2020-03-19
462 OTIS CORP P 2015-09-16 2020-12-14
100 BLACKROCK INC P 2019-05-31 2020-12-14
14433.095 DODGE & COX P 2017-01-25 2020-03-19
449 OTIS CORP P 2015-10-19 2020-12-14
125 BOOKING HLDS P 2016-08-15 2020-03-19
7877.267 DODGE & COX P 2017-01-25 2020-08-21
300 PROCTER & GAMBLE P 2015-09-16 2020-12-14
60 BOOKING HLDS P 2015-09-16 2020-03-19
19001.773 DODGE & COX P 2015-10-21 2020-08-21
300 TARGET CORP P 2015-09-16 2020-12-14
200 BROADCOM INC P 2016-08-22 2020-12-14
21041.912 DODGE & COX P 2016-11-21 2020-08-21
100000 TVILLE GA HOSP P 2015-02-15 2020-11-02
500000 CVS HEALTH CORP P 2015-09-16 2020-07-20
250000 IBM P 2017-04-07 2020-05-15
4204.716 VANGUARD INST INDEX FD P 2017-04-20 2020-12-14
500 DANAHER CORP P 2015-09-16 2020-01-31
320 MICROSOFT CORP P 2015-09-16 2020-07-30
1397.885 VANGUARD INSTL INDEX FD P 2017-04-07 2020-12-14
300 DANAHER CORP P 2015-09-16 2020-07-30
400 MICROSOFT CORP P 2015-09-16 2020-12-14
524.475 VANGUARD INSTL INDEX FD P 2017-04-19 2020-12-14
300 DANAHER CORP P 2015-09-16 2020-12-14
500 NEXTERA ENERGY INC P 2016-12-23 2020-01-31
400 WALMART INC P 2016-08-15 2020-12-14
194.637 DODGE & COX P 2014-07-17 2020-03-19
300 NEXTERA ENERGY INC P 2016-12-23 2020-12-14
547.405 DODGE & COX P 2015-04-22 2020-03-19
150 ORACLE CORP P 2015-02-20 2020-12-14
563.571 DODGE & COX P 2014-04-28 2020-03-19
365 ORACLE CORP P 2016-08-15 2020-12-14
(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 87,696   37,442 50,254
b 15,816   25,000 -9,184
c 9,710   6,447 3,263
d 78,971   19,229 59,742
e 50,981   80,000 -29,019
1,517   963 554
112,596   40,675 71,921
130,123   200,000 -69,877
23   24 -1
500,000   499,999 1
655,507   1,000,000 -344,493
28,942   22,065 6,877
68,499   41,904 26,595
389,982   582,231 -192,249
28,127   20,893 7,234
147,183   174,927 -27,744
290,907   317,769 -26,862
40,830   21,084 19,746
70,648   79,513 -8,865
701,735   750,000 -48,265
51,155   23,557 27,598
82,452   35,129 47,323
777,078   807,589 -30,511
100,000   100,000  
500,000   500,000  
250,000   248,738 1,262
1,372,503   902,837 469,666
80,746   33,682 47,064
65,100   14,186 50,914
456,298   300,000 156,298
60,785   20,209 40,576
85,759   17,732 68,027
171,199   111,771 59,428
66,435   20,209 46,226
133,677   59,520 74,157
58,267   29,319 28,948
5,259   9,000 -3,741
22,084   8,928 13,156
14,791   25,000 -10,209
9,103   6,534 2,569
15,228   25,000 -9,772
22,151   15,202 6,949
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       50,254
b       -9,184
c       3,263
d       59,742
e       -29,019
      554
      71,921
      -69,877
      -1
      1
      -344,493
      6,877
      26,595
      -192,249
      7,234
      -27,744
      -26,862
      19,746
      -8,865
      -48,265
      27,598
      47,323
      -30,511
       
       
      1,262
      469,666
      47,064
      50,914
      156,298
      40,576
      68,027
      59,428
      46,226
      74,157
      28,948
      -3,741
      13,156
      -10,209
      2,569
      -9,772
      6,949
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 2 840,478
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 21,070
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  
3 Add lines 1 and 2........................... 3 21,070
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,070
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,644
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,644
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 169
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 4,405
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,405 RefundedBullet 11  
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)
    bulletGA
    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 ofbulletCAPITAL CITY TRUST COMPANY Telephone no.bullet (850) 402-7747

    Located atbulletPO BOX 1549TALLAHASSEEFL ZIP+4bullet32302
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    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
    GEORGE FLOYD TRUSTEE
    7.80     		96,290 0 0
    PO BOX 1026
    BAINBRIDGE,GA39818
    ROGER CLARK TRUSTEE
    4.90     		224,819 0 0
    525 LAKE SHORE DRIVE
    LEESBURG,FL34748
    CAPITAL CITY TRUST COMPANY TRUSTEE
    25.00     		321,170 0 0
    PO BOX 1549
    TALLAHASSEE,FL32302
    CAROLE FLOYD TRUSTEE
    6.60     		224,880 0 0
    PO BOX 1026
    BAINBRIDGE,GA39818
    MARY LOU CLARK TRUSTEE
    4.20     		96,351 0 0
    525 LAKE SHORE DRIVE
    LEESBURG,FL34748
    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  
    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.............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 N/A  
    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
    61,428,135
    b
    Average of monthly cash balances.......................
    1b
    4,042,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    65,470,254
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    65,470,254
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    982,054
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    64,488,200
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,224,410
    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
    3,224,410
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    21,070
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,070
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,203,340
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,203,340
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,203,340
    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
    3,778,501
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,778,501
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,778,501
    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 3,203,340
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 10,459
    b From 2016...... 841,827
    c From 2017...... 1,071,505
    d From 2018...... 507,970
    e From 2019...... 421,195
    fTotal of lines 3a through e........ 2,852,956
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,778,501
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 3,203,340
    e Remaining amount distributed out of corpus 575,161
    5 Excess distributions carryover applied to 2020.    
    (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 3,428,117
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		10,459
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,417,658
    10 Analysis of line 9:
    a Excess from 2016.... 841,827
    b Excess from 2017.... 1,071,505
    c Excess from 2018.... 507,970
    d Excess from 2019.... 421,195
    e Excess from 2020.... 575,161
    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).)
    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
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FELICIA SMITH OFFICER
    CAPITAL CITY TRUST COMPANY
    304 EAST TENNESSEE STREET
    TALLAHASSEE,FL32301
    (850) 402-7772
    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
    ALZHEIMER'S ASSOCIATION
    41 PERIMETER CENTER EAST
    SUITE 550
    ATLANTA,GA30346     		  EXEMPT MEDICAL 150,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303     		  EXEMPT MEDICAL 50,000
    AMERICAN RED CROSS OF SOUTH GEORGIA
    509 N PATTERSON STREET
    201
    VALDOSTA,GA31601     		  EXEMPT DISASTER RELIEF 50,000
    ARBOR DAY FOUNDATION
    211 N 12TH STREET
    LINCOLN,NE68508     		  EXEMPT ENVIRONMENTAL 40,000
    ARCHBOLD FOUNDATION
    910 SOUTH BROAD STREET
    THOMASVILLE,GA31792     		  EXEMPT MEDICAL 250,000
    BAINBRIDGE LITTLE THEATRE
    PO BOX 1245
    BAINBRIDGE,GA39819     		  EXEMPT ARTS 45,000
    BAINBRIDGE-DECATUR COUNTY C
    COUNCIL FOR THE ARTS INC
    PO BOX 35
    BAINBRIDGE,GA39818     		  EXEMPT ARTS 60,000
    BAINBRIDGE-DECATUR COUNTY H
    HUMANE SOCIETY INC
    1250 COX AVENUE
    BAINBRIDGE,GA39819     		  EXEMPT PREVENTION OF ANIMAL CRUELTY 50,000
    BAINBRIDGE-DECATUR COUNTY R
    RECREATION AUTHORITY
    PO BOX 7520
    BAINBRIDGE,GA39818     		  EXEMPT RECREATIONAL 40,000
    BEACON COLLEGE
    105 EAST MAIN STREET
    LEESBURG,FL34748     		  EXEMPT EDUCATIONAL 210,000
    CITY OF BAINBRIDGE
    PO BOX 158
    BAINBRIDGE,GA39818     		  EXEMPT ADA ACCESS RAMP 100,000
    DECATUR CO GRAGG LIBRARY FOUNDATION
    301 S MONROE STREET
    BAINBRIDGE,GA39819     		  EXEMPT EDUCATIONAL 30,733
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET
    16TH FLOOR
    NEW YORK,NY10006     		  EXEMPT MEDICAL 60,000
    FAIRCHILD'S GARDEN
    10901 OLD CUTLER ROAD
    CORAL GABLES,FL33156     		  EXEMPT ENVIRONMENTAL 60,000
    FLINT RIVERQUARIUM
    117 PINE AVENUE
    ALBANY,GA31701     		  EXEMPT ENVIRONMENTAL 20,000
    FLORIDA STATE UNIVERSITY FOUNDATION
    116 HONORS WAY
    TALLAHASSEE,FL32306     		  EXEMPT EDUCATIONAL 50,000
    FRIENDS WITH JESUS INC
    PO BOX 513
    BAINBRIDGE,GA39818     		  EXEMPT RELIGIOUS, CHARITABLE 85,000
    GATEWAY DOMESTIC VIOLENCE CENTER
    PO BOX 2962
    GAINESVILLE,GA30503     		  EXEMPT VIOLENCE SUPPORT 10,000
    GEORGIA STATE UNIVERSITY FOUNDATION
    PO BOX 3984
    ATLANTA,GA30302     		  EXEMPT EDUCATIONAL 70,000
    GUIDE DOG FOUNDATION
    371 EAST JERICHO TURNPIKE
    SMITHTOWN,NY11787     		  EXEMPT MEDICAL 100,000
    IGEL
    PO BOX 18841
    ATLANTA,GA31126     		  EXEMPT ENVIRONMENTAL 20,000
    LAKE SUMTER CHILDREN'S ADVOCACY CTR
    300 S CANAL STREET
    LEESBURG,FL34748     		  EXEMPT ABUSED CHILDREN SUPPORT 100,000
    LUKE10 MINISTRIES
    PO BOX 969
    CAMILLA,GA31730     		  EXEMPT RELIGIOUS, CHARITABLE 58,000
    MEMORIAL HOSPITAL AND MANOR
    1500 E SHOTWELL STREET
    BAINBRIDGE,GA39819     		  EXEMPT MEDICAL 70,000
    MITCHELL BAKER ARC
    65 INDUSTRIAL BLVD
    CAMILLA,GA31730     		  EXEMPT CHARITABLE 140,000
    MITCHELL COUNTY BOYS & GIRLS CLUB
    PO BOX 606
    CAMILLA,GA31731     		  EXEMPT COMMUNITY OUTREACH 133,000
    MITCHELL COUNTY FOOD BANK
    PO BOX 554
    CAMILLA,GA31730     		  EXEMPT CHARITABLE 5,000
    MITCHELL STATE COURT TREATMENT
    30 NORTH COURT STREET
    CAMILLA,GA31730     		  EXEMPT SUBSTANCE ABUSE TREATMENT 30,000
    PEREZ ART MUSEUM
    1103 BISCAYNE BLVD
    MIAMI,FL33132     		  EXEMPT ARTS 61,734
    PHOEBE FOUNDATION
    FBO WILSON HOSPICE HOUSE
    425 W THIRD STREET
    SUITE 220
    ALBANY,GA31706     		  EXEMPT MEDICAL 30,000
    PLANNED PARENTHOOD
    241 PEACHTREE STREET NE
    ATLANTA,GA30303     		  EXEMPT MEDICAL 100,000
    RALLY FOUNDATION INC
    5775 GLENRIDGE DRIVE
    BLDG B SUITE 370
    ATLANTA,GA30328     		  EXEMPT EDUCATIONAL 100,000
    RETINA FOUNDATION OF THE SOUTHWEST
    9600 N CENTRAL EXPRESSWAY
    SUITE 200
    DALLAS,TX75231     		  EXEMPT SCIENTIFIC 50,000
    RONALD MCDONALD HOUSE CHARITIES
    1160 FORSYTH STREET
    MACON,GA31201     		  EXEMPT MEDICAL 10,000
    SHELTON SCHOOL & EVALUATION CENTER
    15720 HILLCREST ROAD
    DALLAS,TX75248     		  EXEMPT EDUCATIONAL 60,000
    SISU OF GEORGIA INC
    2360 MURPHY BLVD
    GAINESVILLE,GA30504     		  EXEMPT DISABLED CHILD SUPPORT 130,000
    SOUTH GEORGIA BALLET COMPANY
    600 E WASHINGTON STREET
    THOMASVILLE,GA31792     		  EXEMPT ARTS 20,000
    STITCHES FOR MITCHELL COUNTY INC
    284 S HARNEY STREET
    CAMILLA,GA31730     		  EXEMPT ANIMAL SHELTER 5,000
    UNIVERSITY OF GEORGIA FOUNDATION
    110 E CLAYTON STREET
    SUITE 300
    ATHENS,GA30602     		  EXEMPT EDUCATIONAL 300,000
    WESTWOOD SCHOOL
    255 FULLER STREET
    CAMILLA,GA31730     		  EXEMPT EDUCATIONAL 150,000
    Total .................................bullet 3a 3,103,467
    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 1,164,720  
    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 ............     		    18 840,478  
    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)..   2,005,198  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,005,198
    (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:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SKELTON, BRYANT, BRYANT & SCARBO 5,480 1,700   3,780

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SCHEDULE ATTACHED 796,367 810,431

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHEDULE ATTACHED 36,569,849 55,141,739

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    6,129,275
    State & Local Government Securities - End of Year Fair Market Value:


    6,330,825


    TY 2020 LegalFeesSchedule
    Name:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUSLEY MCMULLEN PA 972 301   671
    SMITH, GILLIAM, WILLIAMS & MILES 60 19   41


    TY 2020 OtherExpensesSchedule
    Name:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE - D&O 5,921 1,837   4,084
    EXCISE TAX PENALTY 258      
    CHARITABLE APPLICATION PREP 659     659
    WEBSITE EXPENSES 1,238     1,238


    TY 2020 TaxesSchedule
    Name:
    EDWARD C FOGG III & LISBETH A
     
    FOGG CHARITABLE TRUST
    EIN:
    58-6271249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX - 2020 21,070