Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
ANGELICA MUNS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)REGIONS BANK TRUST DEPT PO BOX 1164
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

61-6377307
B Telephone number (see instructions)

(205) 820-3141
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$877,108J 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... 20,622 20,622  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,059
b Gross sales price for all assets on line 6a 204,617
7 Capital gain net income (from Part IV, line 2)... 11,059
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 371    
12 Total. Add lines 1 through 11........ 32,052 31,681  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,289 9,831   2,458
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 65 65   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,354 9,896 0 3,458
25 Contributions, gifts, grants paid....... 36,909 36,909
26 Total expenses and disbursements. Add lines 24 and 25 50,263 9,896 0 40,367
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,211
b Net investment income (if negative, enter -0-) 21,785
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 14,999 28,659 28,659
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 763,654 Click to see attachment731,587 848,449
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) 778,653 760,246 877,108
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 778,653 760,246
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)..... 778,653 760,246
30 Total liabilities and net assets/fund balances (see instructions). 778,653 760,246
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
778,653
2
Enter amount from Part I, line 27a .....................
2
-18,211
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16
4
Add lines 1, 2, and 3 ..........................
4
760,458
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
212
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
760,246
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 71. FIFTH THIRD BANCORP   2019-12-05 2020-04-03
b 18. UNITED PARCEL SERVICE INC   2018-10-18 2020-04-03
c 6. WATSCO INC   2019-05-20 2020-04-03
d 79. INVESCO LTD   2019-08-06 2020-04-03
e 50. INVESCO LTD   2017-08-29 2020-04-03
.674 RAYTHEON TECHNOLOGIES CORP   2017-08-29 2020-04-22
814.678 INVESCO INTERNATIONAL GROWTH FUND   2012-11-20 2020-04-27
604.718 ARTISAN DEVELOPING WORLD FUND   2019-08-06 2020-05-22
987.764 BARON EMERGING MARKETS FUND   2018-09-06 2020-05-22
23. CISCO SYSTEMS INC   2019-12-05 2020-05-22
13. EQUITY RESIDENTIAL   2019-05-20 2020-05-22
23. EXXON MOBIL CORP   2017-08-29 2020-05-22
23. EATON CORP PLC   2017-08-29 2020-05-22
8.576 JPMORGAN MID CAP VALUE-L   2019-08-06 2020-06-08
450.311 JPMORGAN MID CAP VALUE-L   2012-11-20 2020-06-08
216.563 ADVISERS INVT TR JOHCM INTL SL I   2017-08-30 2020-06-26
2. ALLIANT ENERGY CORP   2017-08-29 2020-06-26
66.248 ARTISAN DEVELOPING WORLD FUND   2019-08-06 2020-06-26
75.573 ARTISAN MID CAP FUND-INS   2014-08-20 2020-06-26
14. BANK OF AMERICA CORP   2018-09-06 2020-06-26
219.281 BARON EMERGING MARKETS FUND   2018-09-06 2020-06-26
4. BRISTOL-MYERS SQUIBB CO   2020-05-22 2020-06-26
3. CVS HEALTH CORP   2020-05-22 2020-06-26
3. CHEVRON CORP   2019-08-06 2020-06-26
2. CHEVRON CORP   2017-08-29 2020-06-26
2. CISCO SYSTEMS INC   2019-12-05 2020-06-26
1. CLOROX CO/THE   2018-09-06 2020-06-26
6. COCA-COLA CO/THE   2017-08-29 2020-06-26
4. COMCAST CORP   2020-05-22 2020-06-26
2. CONOCOPHILLIPS   2019-12-05 2020-06-26
46.587 DIAMOND HILL LARGE CAP FUND   2018-09-06 2020-06-26
2. DOMINION ENERGY INC   2019-12-06 2020-06-26
276.737 DOUBLELINE EMG MKTS INC-I   2018-09-06 2020-06-26
121.252 DOUBLELINE EMG MKTS INC-I   2019-11-05 2020-06-26
2. EXELON CORP   2020-05-22 2020-06-26
2. EXXON MOBIL CORP   2017-08-29 2020-06-26
3. GALLAGHER ARTHUR J & CO   2020-05-22 2020-06-26
31.776 HARDING LOEVNER FDS INC INTL EQUITY   2020-04-27 2020-06-26
3. HASBRO INC   2017-08-29 2020-06-26
2. HOME DEPOT INC   2020-05-22 2020-06-26
1. HUBBELL INC   2020-05-22 2020-06-26
2. JPMORGAN CHASE & CO   2017-08-29 2020-06-26
149.775 JPMORGAN HEDGED EQUITY FUND   2018-09-06 2020-06-26
1. JOHNSON & JOHNSON   2020-01-14 2020-06-26
6. LILLY ELI & CO   2017-08-29 2020-06-26
121.174 LOOMIS SAYLES GROWTH FUND   2018-09-06 2020-06-26
4. MERCK & CO INC   2020-05-22 2020-06-26
5. METLIFE INC COM   2017-08-29 2020-06-26
2. MICROSOFT CORP COM   2017-08-29 2020-06-26
1. NASDAQ INC   2018-09-06 2020-06-26
1. NEXTERA ENERGY INC   2017-08-29 2020-06-26
3. OMNICOM GROUP COM   2017-08-29 2020-06-26
2. PEPSICO INC COM   2019-08-30 2020-06-26
2. PROCTER & GAMBLE CO   2017-08-29 2020-06-26
4. SYSCO CORP   2019-08-29 2020-06-26
4. TRUIST FINANCIAL CORP   2017-08-29 2020-06-26
1. TRUIST FINANCIAL CORP   2019-08-06 2020-06-26
5. US BANCORP DEL   2017-08-29 2020-06-26
4.967 VANGUARD 500 INDEX-ADM   2020-05-26 2020-06-26
2.431 VANGUARD 500 INDEX-ADM   2018-09-06 2020-06-26
4. VERIZON COMMUNICATIONS COM   2020-01-14 2020-06-26
16.99 VICTORY RS SM CAP GROW-R6   2019-08-06 2020-06-26
1.354 VICTORY RS SM CAP GROW-R6   2014-02-20 2020-06-26
1. WALMART STORES INC COM   2020-05-22 2020-06-26
3. WASTE MGMT INC DEL COM   2020-04-14 2020-06-26
2. CHUBB LIMITED COM   2017-08-29 2020-06-26
3. LYONDELLBASELL INDU-CL A   2017-08-29 2020-06-26
1673.036 WILLIAM BLAIR MACRO ALLOCATION FUND   2018-09-06 2020-08-13
210.764 WILLIAM BLAIR MACRO ALLOCATION FUND   2020-06-26 2020-08-13
17. HASBRO INC   2017-08-29 2020-09-14
9. HASBRO INC   2020-05-22 2020-09-14
11.674 RAYTHEON TECHNOLOGIES CORP   2017-09-28 2020-09-14
7.326 RAYTHEON TECHNOLOGIES CORP   2020-05-22 2020-09-14
94.227 ADVISERS INVT TR JOHCM INTL SL I   2017-08-30 2020-12-04
5. ALLIANT ENERGY CORP   2017-08-29 2020-12-04
76.254 ARTISAN DEVELOPING WORLD FUND   2019-08-06 2020-12-04
13. BANK OF AMERICA CORP   2018-09-06 2020-12-04
226.702 BARON EMERGING MARKETS FUND   2018-09-06 2020-12-04
1. BLACKROCK INC   2017-08-29 2020-12-04
2. BRISTOL-MYERS SQUIBB CO   2020-05-22 2020-12-04
2. BRISTOL-MYERS SQUIBB CO   2017-08-29 2020-12-04
4. CVS HEALTH CORP   2020-05-22 2020-12-04
3. CHEVRON CORP   2017-08-29 2020-12-04
6. COCA-COLA CO/THE   2017-08-29 2020-12-04
89.788 DIAMOND HILL LARGE CAP FD-Y   2018-09-06 2020-12-04
3. DOMINION ENERGY INC   2019-12-06 2020-12-04
7. EXXON MOBIL CORP   2017-08-29 2020-12-04
3. GALLAGHER ARTHUR J & CO   2017-08-29 2020-12-04
100.278 HARDING LOEVNER FDS INC INTL EQUITY   2020-04-27 2020-12-04
1. HOME DEPOT INC   2018-09-06 2020-12-04
117.155 JPMORGAN HEDGED EQUITY FUND   2018-09-06 2020-12-04
2. LILLY ELI & CO   2017-08-29 2020-12-04
68.061 LOOMIS SAYLES GROWTH FUND   2018-09-06 2020-12-04
72.021 NUANCE MID CAP VALUE-Z   2020-06-08 2020-12-04
4. MERCK & CO INC   2020-05-22 2020-12-04
6. METLIFE INC COM   2017-08-29 2020-12-04
2. MICROSOFT CORP COM   2017-08-29 2020-12-04
4. NEXTERA ENERGY INC   2017-08-29 2020-12-04
4. OMNICOM GROUP COM   2017-08-29 2020-12-04
10. PPL CORP   2017-08-29 2020-12-04
2. PEPSICO INC COM   2019-08-30 2020-12-04
2. PROCTER & GAMBLE CO   2017-08-29 2020-12-04
2. QUALCOMM INC   2020-06-26 2020-12-04
1. QUALCOMM INC   2017-08-29 2020-12-04
345.456 PGIM QMA SMALL CAP VALUE-Q   2017-08-30 2020-12-04
2. TEXAS INSTRS INC   2019-05-20 2020-12-04
7. US BANCORP DEL   2017-08-29 2020-12-04
10.437 VANGUARD 500 INDEX-ADM   2018-09-06 2020-12-04
5. VERIZON COMMUNICATIONS COM   2020-01-14 2020-12-04
24.777 VICTORY RS SM CAP GROW-R6   2014-02-20 2020-12-04
2. WALMART STORES INC COM   2020-05-22 2020-12-04
2. CHUBB LIMITED COM   2017-08-29 2020-12-04
1. BLACKROCK INC   2017-08-29 2021-01-20
6. CLOROX CO/THE   2018-09-06 2021-01-20
32. MSC INDUSTRIAL DIRECT CO INC   2019-12-10 2021-01-20
1. MSC INDUSTRIAL DIRECT CO INC   2020-06-26 2021-01-20
20. NASDAQ INC   2018-10-18 2021-01-20
11. PPL CORP   2020-06-26 2021-01-20
20. PPL CORP   2017-08-29 2021-01-20
100.659 AQR MANAGED FUTURES STRATEGY FUND   2020-06-29 2021-03-04
2290.65 AQR MANAGED FUTURES STRATEGY FUND   2018-09-06 2021-03-04
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 946   2,129 -1,183
b 1,619   2,150 -531
c 882   936 -54
d 614   1,534 -920
e 389   1,614 -1,225
42   53 -11
22,127   22,938 -811
10,250   8,085 2,165
11,912   13,977 -2,065
1,030   1,001 29
746   999 -253
1,021   1,759 -738
1,806   1,497 309
307   322 -15
16,139   12,595 3,544
5,392   4,678 714
93   86 7
1,278   886 392
3,604   3,972 -368
336   433 -97
3,033   2,900 133
232   243 -11
192   190 2
266   357 -91
177   216 -39
90   87 3
217   149 68
269   273 -4
153   155 -2
83   120 -37
1,132   1,275 -143
162   162  
2,787   2,812 -25
1,221   1,273 -52
71   74 -3
89   153 -64
290   273 17
718   636 82
209   285 -76
491   484 7
119   117 2
190   182 8
3,289   3,006 283
139   146 -7
974   472 502
2,377   2,041 336
305   306 -1
179   234 -55
399   146 253
118   93 25
238   151 87
157   219 -62
263   272 -9
236   185 51
217   298 -81
150   185 -35
37   48 -11
185   258 -73
1,379   1,376 3
675   648 27
215   236 -21
1,383   1,395 -12
110   90 20
119   124 -5
309   297 12
252   284 -32
190   269 -79
17,784   19,659 -1,875
2,240   2,230 10
1,319   1,613 -294
698   601 97
724   910 -186
454   439 15
2,846   2,035 811
267   216 51
1,951   1,020 931
378   402 -24
4,078   2,999 1,079
711   414 297
124   122 2
124   118 6
296   253 43
276   324 -48
317   273 44
2,827   2,459 368
234   243 -9
288   535 -247
348   174 174
2,770   2,007 763
268   207 61
2,800   2,351 449
294   157 137
1,627   1,146 481
1,013   959 54
326   306 20
289   281 8
430   146 284
292   151 141
261   292 -31
285   394 -109
290   272 18
275   185 90
302   178 124
151   52 99
5,593   7,056 -1,463
326   209 117
316   361 -45
3,573   2,784 789
308   295 13
2,642   1,647 995
298   249 49
308   284 24
734   414 320
1,185   896 289
2,596   2,468 128
81   70 11
2,848   1,823 1,025
307   281 26
557   787 -230
816   842 -26
18,577   20,183 -1,606
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      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
      7,018
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       -1,183
b       -531
c       -54
d       -920
e       -1,225
      -11
      -811
      2,165
      -2,065
      29
      -253
      -738
      309
      -15
      3,544
      714
      7
      392
      -368
      -97
      133
      -11
      2
      -91
      -39
      3
      68
      -4
      -2
      -37
      -143
       
      -25
      -52
      -3
      -64
      17
      82
      -76
      7
      2
      8
      283
      -7
      502
      336
      -1
      -55
      253
      25
      87
      -62
      -9
      51
      -81
      -35
      -11
      -73
      3
      27
      -21
      -12
      20
      -5
      12
      -32
      -79
      -1,875
      10
      -294
      97
      -186
      15
      811
      51
      931
      -24
      1,079
      297
      2
      6
      43
      -48
      44
      368
      -9
      -247
      174
      763
      61
      449
      137
      481
      54
      20
      8
      284
      141
      -31
      -109
      18
      90
      124
      99
      -1,463
      117
      -45
      789
      13
      995
      49
      24
      320
      289
      128
      11
      1,025
      26
      -230
      -26
      -1,606
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 11,059
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................................ 1 303
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........................... 3 303
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- ..... 5 303
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 156
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 156
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 147
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 820-3141

    Located atbullet250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4bullet35244
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REGIONS BANK TRUSTEE
    1     		12,289    
    250 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    842,004
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    842,004
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    842,004
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,630
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    829,374
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    41,469
    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
    41,469
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    303
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    303
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,166
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    41,166
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    41,166
    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
    40,367
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    40,367
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    40,367
    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 41,166
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 36,909
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 40,367
    a Applied to 2019, but not more than line 2a 36,909
    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..... 3,458
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		37,708
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MUNROE REGIONAL MEDICAL CENTER
    1500 SOUTHWEST 1ST AVENUE
    OCALA,FL34471     		NONE PC GENERAL OPERATING 36,909
    Total .................................bullet 3a 36,909
    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 20,622  
    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 11,059  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 371  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   32,052  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,052
    (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:
    ANGELICA MUNS CHARITABLE TRUST
    EIN:
    61-6377307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANGELICA MUNS CHARITABLE TRUST
    EIN:
    61-6377307
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    018802108 ALLIANT ENERGY CORP AT COST 1,466 1,841
    189054109 CLOROX CO/THE      
    191216100 COCA-COLA CO/THE AT COST 2,581 3,004
    30231G102 EXXON MOBIL CORP AT COST 1,092 837
    681919106 OMNICOM GROUP INC AT COST 2,058 2,373
    69351T106 PPL CORP      
    742718109 PROCTER & GAMBLE CO/ AT COST 1,293 1,896
    902973304 US BANCORP DEL AT COST 2,060 2,710
    H1467J104 CHUBB LTD AT COST 2,028 2,370
    166764100 CHEVRONTEXACO CORP AT COST 3,444 3,772
    553530106 MSC INDUSTRIAL DIREC      
    594918104 MICROSOFT CORP COM AT COST 731 2,358
    65339F101 NEXTERA ENERGY INC AT COST 1,055 2,117
    N53745100 LYONDELLBASELL INDU- AT COST 2,316 3,122
    128119880 CALAMOS MARKET NEUTR AT COST 40,010 42,316
    46625H100 J P MORGAN CHASE & C AT COST 2,810 4,719
    06828M876 BARON EMERGING MARKE AT COST 18,109 26,056
    25746U109 DOMINION ENERGY INC AT COST 2,815 2,659
    258620509 DOUBLELINE EMG MKTS AT COST 9,693 10,065
    G491BT108 INVESCO LTD      
    09247X101 BLACKROCK INC AT COST 1,243 2,262
    110122108 BRISTOL-MYERS SQUIBB AT COST 1,506 1,831
    25264S841 DIAMOND HILL LARGE C      
    339128100 JPMORGAN MID CAP VAL      
    713448108 PEPSICO INC AT COST 1,452 1,697
    92343V104 VERIZON COMMUNICATIO AT COST 3,669 4,071
    931142103 WAL MART STORES INC AT COST 1,792 2,852
    363576109 GALLAGHER ARTHUR J & AT COST 1,162 2,495
    418056107 HASBRO INC      
    46637K265 JPMORGAN HEDGED EQUI AT COST 34,035 42,531
    631103108 NASDAQ INC      
    922908710 VANGUARD 500 INDEX F AT COST 30,008 41,262
    94106L109 WASTE MANAGEMENT INC AT COST 2,567 3,871
    969251750 WILLIAM BLAIR MACRO      
    G29183103 EATON CORP PLC      
    00203H859 AQR MANAGED FUTURES      
    04314H600 ARTISAN MID CAP FUND AT COST 17,108 17,900
    057071854 BAIRD AGGREGATE BOND AT COST 100,920 107,712
    060505104 BANK OF AMERICA CORP AT COST 3,200 4,604
    00770G847 JOHCM INTERNATIONAL AT COST 18,620 26,155
    009158106 AIR PRODUCTS & CHEMI AT COST 2,112 2,532
    20030N101 COMCAST CORP AT COST 2,473 3,625
    258620103 DOUBLELINE TOTAL RET      
    437076102 HOME DEPOT INC/THE AT COST 1,857 2,747
    532457108 ELI LILLY & CO AT COST 865 2,055
    58933Y105 MERCK & CO INC AT COST 2,351 2,852
    747525103 QUALCOMM INC AT COST 571 1,458
    755111507 RAYTHEON CO      
    911312106 UNITED PARCEL SERVIC      
    59156R108 METLIFE INC AT COST 2,358 3,526
    478160104 JOHNSON & JOHNSON AT COST 3,051 3,451
    48121L114 JPMORGAN STRAT INC O AT COST 40,476 40,592
    871829107 SYSCO CORP AT COST 1,714 1,811
    126650100 CVS HEALTH CORP AT COST 2,571 3,461
    316773100 FIFTH THIRD BANCORP      
    89832Q109 TRUIST FINANCIAL COR AT COST 2,658 3,208
    H84989104 TE CONNECTIVITY LTD AT COST 1,350 2,066
    20825C104 CONOCOPHILLIPS AT COST 2,001 2,066
    29476L107 EQUITY RESIDENTIAL      
    00889A400 INVESCO INTERNATIONA      
    875921777 PGIM QMA SMALL CAP V AT COST 18,073 22,700
    04314H592 ARTISAN DEVELOPING W AT COST 5,531 10,777
    543488845 LOOMIS SAYLES GROWTH AT COST 13,553 19,162
    74440Y884 PGIM HIGH YIELD FUND AT COST 34,042 34,150
    882508104 TEXAS INSTRUMENTS IN AT COST 1,671 3,024
    942622200 WATSCO INC      
    92647Q363 VICTORY RS SM CAP GR AT COST 10,786 16,759
    369550108 GENERAL DYNAMICS COR AT COST 2,639 2,723
    443510607 HUBBELL INC AT COST 1,807 2,990
    00287Y109 ABBVIE INC AT COST 2,196 2,706
    17275R102 CISCO SYSTEMS INC AT COST 1,001 1,189
    31635T807 FIDELITY ADV INV GR AT COST 102,002 106,549
    024525669 AMERICAN BEACON AHL AT COST 19,394 19,549
    09258N570 BLACKROCK TACT OPPOR AT COST 20,025 19,753
    258620566 DOUBLELINE TTL RTRN AT COST 47,130 46,802
    30161N101 EXELON CORP AT COST 1,987 2,406
    25264S676 DIAMOND HILL LARGE C AT COST 16,431 20,785
    907818108 UNION PACIFIC CORP AT COST 2,190 2,425
    56167N712 NUANCE MID CAP VALUE AT COST 16,474 18,492
    872540109 TJX COS INC/THE AT COST 2,808 2,712
    922020813 VANGUARD EMERG MKTS AT COST 6,405 6,505
    427866108 HERSHEY CO/THE AT COST 1,959 2,372
    87165B103 SYNCHRONY FINANCIAL AT COST 1,798 1,830
    438516106 HONEYWELL INTERNATIO AT COST 1,809 3,039
    372460105 GENUINE PARTS CO AT COST 1,081 1,618
    412295107 HARDING LOEVNER FDS AT COST 19,061 27,300
    770323103 ROBERT HALF INTERNAT AT COST 1,794 2,108
    91324P102 UNITED HEALTH GROUP AT COST 689 1,116

    TY 2020 OtherDecreasesSchedule
    Name:
    ANGELICA MUNS CHARITABLE TRUST
    EIN:
    61-6377307
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 212


    TY 2020 OtherIncomeSchedule2
    Name:
    ANGELICA MUNS CHARITABLE TRUST
    EIN:
    61-6377307
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 371 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    ANGELICA MUNS CHARITABLE TRUST
    EIN:
    61-6377307
    Description Amount
    ROUNDING 16


    TY 2020 TaxesSchedule
    Name:
    ANGELICA MUNS CHARITABLE TRUST
    EIN:
    61-6377307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 65 65   0
    FOREIGN TAXES ON NONQUALIFIED   0   0