Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THOMAS R AND IRIS B HARRISON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3155 W BIG BEAVER ROAD Room 103
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TROY, MI48084
A Employer identification number

47-3864368
B Telephone number (see instructions)

(248) 464-1902
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$3,052,712J 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 16 16  
4 Dividends and interest from securities... 48,390 48,390  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 40,640
b Gross sales price for all assets on line 6a 2,045,242
7 Capital gain net income (from Part IV, line 2)... 40,640
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........ 89,046 89,046  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,000 6,000   27,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,300 4,300   9,000
c Other professional fees (attach schedule).... Click to see attachment 31,245 31,245    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,488 1,488    
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 20     20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,053 43,033   36,020
25 Contributions, gifts, grants paid....... 120,500 120,500
26 Total expenses and disbursements. Add lines 24 and 25 199,553 43,033   156,520
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -110,507
b Net investment income (if negative, enter -0-) 46,013
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............. 75,491 92,210 92,210
2 Savings and temporary cash investments......... 58,485 54,554 54,554
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)      
b Investments—corporate stock (attach schedule)....... 2,612,279 Click to see attachment2,488,984 2,905,948
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,746,255 2,635,748 3,052,712
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........... 2,746,255 2,635,748
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)..... 2,746,255 2,635,748
30 Total liabilities and net assets/fund balances (see instructions). 2,746,255 2,635,748
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,746,255
2
Enter amount from Part I, line 27a .....................
2
-110,507
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,635,748
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
2,635,748
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 1419 BLACKROCK SHORT BOND P 2018-10-11 2020-06-04
b 440 CONSUMER STAPLES SELECT P 2018-10-11 2020-04-09
c 233 FIDELITY MSCI INFORMATION P 2019-12-31 2020-10-07
d 1320 HARTFORD MULTI DEV P 2020-06-04 2020-10-07
e 2503 INVESCO SP 500 P 2020-03-20 2020-04-09
149 ISH US FIN SVCS P 2018-10-11 2020-10-07
372 ISHARES 1-5 YR INVESTMENT P 2020-04-09 2020-10-07
558 ISHARES AGENCY BOND P 2019-04-23 2020-04-09
455 ISHARES CORS MSCI EUROPE P 2018-10-11 2020-04-09
333 ISHARES JP MORGAN USD EME P 2020-03-20 2020-06-04
237 ISHARES MSCI EAFE GROWTH P 2020-04-09 2020-06-04
863 ISHARES MSCI USA MIN VOL P 2020-03-20 2020-06-04
963 ISHARES MSCI USA QUALITY FA P 2018-10-11 2020-04-09
567 ISHARES MSCI USA SIZE FACTO P 2019-11-27 2020-10-07
7 ISHARES TRUST ESG A P 2020-02-14 2020-02-28
105 ISHARES US MEDICAL DEVICE P 2020-04-09 2020-04-22
4930 ISHARES US TREASURY BOND P 2019-01-15 2020-03-20
803 SCHWAB US LARGE CAP P 2018-10-11 2020-04-09
480 SECTOR SPDR TR BEN INT P 2020-03-20 2020-05-21
427 SPDR PORT DEVELOPED WO P 2020-03-20 2020-04-09
1010 SPDR PORT EMERGING MAR P 2018-10-11 2020-04-09
1921 SPDR PORT INTERMEDIATE P 2018-10-11 2020-04-22
337 SPDR PORT LONG TERM CO P 2020-04-09 2020-04-22
451 SPDR PORT LONG TERM TR P 2020-04-22 2020-06-04
1730 SPDR PORT SP 500 ETF P 2019-01-15 2020-06-04
262 SPDR SSGA US LARGE CAP P 2018-10-11 2020-03-20
1007 ISHARES BROAD USD HIGH P 2020-03-20 2020-06-04
453 VANGUARD FTSE PACIFIC P 2020-03-20 2020-04-09
623 VANGUARD SP 500 ETF P 2020-04-09 2020-04-22
117 VANGUARD TOTAL STOCK MKT VI P 2020-03-20 2020-04-09
2440 VANGUARD TOTAL WORLD STOCK P 2019-12-31 2020-04-09
702 WIDDOMTREE EMERGING MKTS P 2020-04-09 2020-06-04
1179 OPTIMUM FIXED INCOME P 2018-10-11 2020-04-06
353 OPTIMUM SMALL MID CAP VALUE P 2018-10-11 2020-10-06
906 BOND FUND OF AMERICA P 2017-06-01 2020-07-01
376 GROWTH FUND OF AMERICA P 2017-06-01 2020-07-01
1842 INTERMEDIATE BOND FUND P 2017-06-01 2020-07-01
864 ICA P 2017-06-01 2020-07-01
1606 JPMORGAN INCOME P 2019-12-15 2020-07-01
672 JPMORGAN HEDGED EQUITY P 2019-12-15 2020-07-01
2019 JPMORGAN CORP BOND P 2019-12-15 2020-07-01
705 JPMORGAN INTL EQUITY P 2017-06-01 2020-07-01
389 JPMORGAN EMER MKTS EQUITY P 2017-06-01 2020-07-01
896 JPMORGAN EMER MKTS DEBT P 2017-06-01 2020-07-01
786 JPMORGAN US EQUITY P 2017-06-01 2020-07-01
48 JPMORGAN MID CAP EQUITY P 2019-12-15 2020-07-01
384 JPMORGAN SMALL CAP EQUITY P 2017-06-01 2020-07-01
1342 JPMORGAN INTL ADVANTAGE P 2017-06-01 2020-07-01
170 JPMORGAN VALUE AD P 2017-06-01 2020-07-01
441 JPMORGAN GROWTH AD P 2017-06-01 2020-07-01
1062 JPMORGAN CORE BOND P 2017-06-01 2020-07-01
136 JPMORGAN LARGE CAP GROWTH P 2017-06-01 2020-07-01
4792 JPMORGAN HIGH YIELD P 2017-06-01 2020-07-01
5634 JPMORGAN CORE BOND P 2017-06-01 2020-07-01
680 JPMORGAN INTREPID MID CAP P 2017-06-01 2020-07-01
676 JPMORGAN EQUITY INDEX P 2017-06-01 2020-07-01
95 JPMORGAN LARGE CAP VALUE P 2017-06-01 2020-07-01
924 JPMORGAN INTL RESEARCH P 2017-06-01 2020-07-01
134 JPMORGAN INTL FOCUS P 2019-12-15 2020-07-01
55 NEW WORLD P 2017-06-01 2020-07-01
172 SMALLCAP WORLD P 2017-06-01 2020-07-01
182 VANGUARD FTSE DEV MKTS P 2017-06-01 2020-07-01
189 VANGUARD GROWTH P 2017-06-01 2020-07-01
23 VANGUARD SMALL CAP P 2017-06-01 2020-07-01
163 VANGUARD TOTAL INTL BOND P 2017-06-01 2020-07-01
113 VANGUARD VALUE ETF P 2017-06-01 2020-07-01
158 WASHINGTON MUTUAL P 2017-06-01 2020-07-01
(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 70,522   69,830 692
b 25,913   23,543 2,370
c 15,909   15,543 366
d 34,636   33,969 667
e 81,296   67,506 13,790
18,884   18,901 -17
20,124   20,162 -38
66,980   66,012 968
17,631   19,530 -1,899
34,863   31,486 3,377
19,867   17,623 2,244
52,965   48,045 4,920
74,764   82,526 -7,762
43,615   53,254 -9,639
457   527 -70
26,738   25,795 943
135,752   125,451 10,301
53,450   48,555 4,895
46,709   42,828 3,881
10,685   8,983 1,702
30,239   36,874 -6,635
65,572   66,113 -541
10,316   10,316  
20,915   19,610 1,305
56,847   57,560 -713
21,378   24,285 -2,907
38,365   34,238 4,127
25,905   22,498 3,407
160,195   160,186 9
16,402   13,476 2,926
150,548   197,168 -46,620
19,968   18,027 1,941
11,408   11,401 7
4,079   5,391 -1,312
12,872   11,788 1,084
22,945   19,789 3,156
25,258   24,564 694
34,890   36,779 -1,889
14,417   15,451 -1,034
13,603   14,160 -557
21,951   20,237 1,714
12,048   12,775 -727
14,166   12,586 1,580
5,871   7,241 -1,370
13,808   12,777 1,031
2,824   2,416 408
23,370   22,506 864
20,991   29,698 -8,707
5,764   6,170 -406
12,562   10,267 2,295
13,296   12,845 451
7,727   5,954 1,773
31,575   34,436 -2,861
49,022   46,776 2,246
11,995   15,135 -3,140
31,577   30,591 986
1,297   1,331 -34
15,942   17,329 -1,387
3,262   3,061 201
4,017   3,873 144
12,033   9,982 2,051
8,492   8,091 401
42,434   26,761 15,673
4,225   3,393 832
9,557   9,007 550
13,320   12,051 1,269
7,926   7,570 356
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       692
b       2,370
c       366
d       667
e       13,790
      -17
      -38
      968
      -1,899
      3,377
      2,244
      4,920
      -7,762
      -9,639
      -70
      943
      10,301
      4,895
      3,881
      1,702
      -6,635
      -541
       
      1,305
      -713
      -2,907
      4,127
      3,407
      9
      2,926
      -46,620
      1,941
      7
      -1,312
      1,084
      3,156
      694
      -1,889
      -1,034
      -557
      1,714
      -727
      1,580
      -1,370
      1,031
      408
      864
      -8,707
      -406
      2,295
      451
      1,773
      -2,861
      2,246
      -3,140
      986
      -34
      -1,387
      201
      144
      2,051
      401
      15,673
      832
      550
      1,269
      356
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 40,640
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 -9,062
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................................ 1 640
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........................... 3 640
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- ..... 5 640
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 653
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 taxBullet   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)
    bulletMI
    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 ofbulletMARK ZUREK Telephone no.bullet (248) 464-1902

    Located atbullet3155 W BIG BEAVER ROAD STE 103TROYMI ZIP+4bullet48084
    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
     
    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
    JANET BRUSS DIRECTOR
    000.50     		4,000    
    41700 HAYES ROAD STE A
    CLINTON TWP,MI48038
    MARY ANN ZUREK DIRECTOR
    000.50     		4,000    
    4561 TIPTON DRIVE
    TROY,MI48098
    MARK ZUREK PRESIDENT
    003.00     		20,000    
    3155 W BIG BEAVER RD STE 103
    TROY,MI48084
    JUDY STEWART DIRECTOR
    000.50     		5,000    
    41700 HAYES ROAD STE A
    CLINTON TWP,MI48038
    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
     
    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
     
    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 N/A 0
    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
    2,763,931
    b
    Average of monthly cash balances.......................
    1b
    71,561
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,835,492
    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
    2,835,492
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    42,532
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,792,960
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    139,648
    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
    139,648
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    640
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    640
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    139,008
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    139,008
    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
    139,008
    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 Click to see attachment..........
    1a
    156,520
    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
    156,520
    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
    156,520
    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 7 139,008
    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......  
    b From 2016...... 9,515
    c From 2017...... 10,206
    d From 2018......  
    e From 2019...... 22,270
    fTotal of lines 3a through e........ 41,991
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 156,520
    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..... 139,008
    e Remaining amount distributed out of corpus 17,512
    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 59,503
    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) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		59,503
    10 Analysis of line 9:
    a Excess from 2016.... 9,515
    b Excess from 2017.... 10,206
    c Excess from 2018....  
    d Excess from 2019.... 22,270
    e Excess from 2020.... 17,512
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    LEADER DOGS FOR THE BLIND
    1039 S ROCHESTER ROAD
    ROCHESTER HILLS,MI483073115     		N/A PC EMPOWERING VISUALLY IMPAIRED PEOPLE WITH SKILLS FOR DAILY LIVING 8,000
    OLD NEWSBOYS GOODFELLOW FUND
    PO BOX 44444
    DETROIT,MI482440444     		N/A PC HOLIDAY PACKAGES. SHOE, DENTAL AND CAMPERSHIP PROGRAMS FOR CHILDREN 5,000
    CENTRAL MICHIGAN UNIVERSITY
    1200 S FRANKLIN STREET
    MOUNT PLEASANT,MI48859     		N/A PC STRIVING FOR ACADEMIC EXCELLANCE BY SCHOLARLY ACTIVITIES 30,000
    MEADOWBROOK CENTER FOR LEARNING DIFFERENCES
    811 OAKWOOD DRIVE STE 203
    ROCHESTER,MI48307     		N/A PC WORK WITH STUDENTS WHO REQUIRE EXTRA HELP TO SUCCEED IN SCHOOL 8,000
    AMERICAN CANCER SOCIETY
    PO BOX 22358
    OKLAHOMA CITY,OK731231358     		N/A PC CRITICAL RESEARCH ON CANCER TO HELP SAVE LIVES 17,000
    BLOOMFIELD TWP POLICE BENEVOLENT ASSOC
    4200 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48302     		N/A PC SUPPORT PUBLIC SAFETY PERSONNEL AND FAMILIES DURING TIMES OF NEED 3,000
    HURON COUNTY COMMUNITY FOUNDATION
    PO BOX 56
    BAD AXE,MI48413     		N/A PC IMPROVING THE QUALITY OF LIFE IN HURON COUNTY 1,000
    BELLAIRE YOUTH INITIATIVE
    PO BOX 385
    BELLAIRE,MI49615     		N/A PC SERVING YOUTH WITH ART AND CULTURE WHILE BUILDING SELF-ESTEEM 2,000
    GREAT FUTURES FAMILY SERVICES INC
    11475 E OUTER DRIVE
    DETROIT,MI48224     		N/A PC STRENGTHEN FAMILIES IN LOW-INCOME COMMUNITIES 5,500
    WAYNE STATE UNIVERSITY
    42 W WARREN AVE
    DETROIT,MI48202     		N/A PC LEARNING, TEACHING AND MAKING AN IMPACT ON A DIVERSE STUDENT BODY 3,000
    SKYLINE CAMP AND RETREAT CENTER
    1669 WEST MAPLE ROAD
    BIRMINGHAM,MI48009     		N/A PC CAMPING WITH COMPASSION AND CREATIVITY WITH THE SUPPORT OF ONE ANOTHER 15,000
    GRACE CENTERS OF HOPE
    35 E HURON STREET
    PONTIAC,MI48342     		N/A PC FEED, CLOTHE, SHELTER AND PROVIDE SUPPORTIVE SERVICES TO MEN IN NEED 2,000
    WHALEY CHILDREN'S CENTER
    1201 N GRAND TRAVERSE
    FLINT,MI48503     		N/A PC HELP CHILDREN OVERCOME TRAUMA, FEEL SAFE AND GIVE THEM ENCOURAGEMENT 8,000
    CHRISTIAN HEALTH SERVICES CORP
    PO BOX 132
    FRUITVALE,TX75127     		N/A PC HELP LEAD THE POOR OUT OF POVERTY 1,000
    GUEST HOUSE
    1601 JOSLYN ROAD
    LAKE ORION,MI48360     		N/A PC TREATMENT AND RECOVERY FOR CLERGY IN NEED OF HELP 5,000
    THE RAINBOW CONNECTION
    621 W UNIVERSITY
    ROCHESTER,MI48307     		N/A PC GRANTING WISHES TO CHILDREN BATTLING A LIFE THREATING ILLNESS 1,000
    JUDSON CENTER
    30301 NORTHWESTERN HWY STE 100
    FARMINGTON HILLS,MI48334     		N/A PC SUPPORTING INDIVIDUALS OF ALL ABILITIES WITH THEIR PURSUIT OF MEANINGFUL ENGAGEMENT 3,000
    HABITAT FOR HUMANITY OF OAKLAND COUNTY
    150 OSMUN
    PONTIAC,MI483423125     		N/A PC SERVE LOW INCOME FAMILIES AND BRING PEOPLE TOGETHER 3,000
    Total .................................bullet 3a 120,500
    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 ...........     		    14 16  
    4 Dividends and interest from securities....     14 48,390  
    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 40,640  
    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)..   89,046  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    89,046
    (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: 20011406
    Software Version: 20.0.2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THOMAS R AND IRIS B HARRISON FOUNDATION INC
    EIN:
    47-3864368
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MARK ZUREK PC 13,300 4,300   9,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THOMAS R AND IRIS B HARRISON FOUNDATION INC
    EIN:
    47-3864368
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    18993 shares of OPTIMUM FIXED INCOME INSTL 182,290 189,933
    2678 shares of OPTIMUM SMALL MID CAP VALUE INSTL 33,670 36,148
    2456 shares of OPTIMUM SMALL MID CAP GROWTH INSTL 38,664 47,705
    2622 shares of OPTIMUM LARGE CAP VALUE INSTL 43,105 46,887
    2570 shares of OPTIMUM LARGE CAP GROWTH INSTL 47,126 63,564
    7473 shares of AMERICAN BOND FUND 96,570 103,059
    419 shares of AMERICAN CAPITAL INCOME BUILDER 26,503 26,348
    1067 shares of GROWTH FUND OF AMERICA 51,683 71,873
    2187 shares of INTERMEDIATE BOND FUND OF AMER 29,003 30,569
    1241 shares of INVESTMENT COMPANY OF AMERICA 49,078 55,079
    634 shares of JPMORGAN INTL EQUITY 11,369 12,678
    777 shares of JPMORGAN EMERGING MARKETS EQUITY 21,920 33,982
    1457 shares of JPMORGAN US EQUITY 22,952 27,763
    240 shares of JPMORGAN SMALL CAP EQUITY 13,317 16,558
    922 shares of JPMORGAN VALUE ADVANTAGE 30,798 32,773
    1059 shares of JPMORGAN GROWTH ADVANTAGE 22,595 33,375
    6590 shares of JPMORGAN CORE BOND 75,147 80,922
    2457 shares of JPMORGAN HIGH YIELD 16,229 17,492
    1480 shares of JPMORGAN CORE PLUS BOND 12,144 12,908
    2253 shares of JPMORGAN INTL RESEARCH EQUITY 34,398 42,990
    1364 shares of JPMORGAN REALTY INCOME 17,723 18,032
    522 shares of SMALLCAP WORLD 29,838 42,517
    1833 shares of VANGUARD FTSE DEVELOPED MKTS 81,494 86,536
    695 shares of VANGUARD FTSE EMERGING MARKETS 31,278 34,826
    351 shares of VANGUARD GROWTH ETF 55,481 88,922
    328 shares of VANGUARD INTERMEDIATE TERM BOND 27,621 30,455
    239 shares of VANGUARD LONG TERM BOND INDEX 22,862 26,204
    534 shares of VANGUARD MORTGAGE BACKED SECURITIES 28,076 28,873
    796 shares of VANGUARD SHORT TERM BOND ETF 63,795 65,988
    129 shares of VANGUARD SMALL CAP ETF 19,030 25,114
    854 shares of VANGUARD TOTAL INTL BOND INDEX 47,192 50,002
    583 shares of VANGUARD VALUE ETF 62,175 69,354
    1900 shares of WASHINGTON MUTUAL INVESTORS 89,005 95,176
    1744 shares of SPDR TRUST PORTFOLIO INTERMEDIATE 59,376 64,842
    1475 shares of SPDR TRUST PORTFOLIO SP 500 ETF 44,869 64,841
    4200 shares of JPMORGAN INCOME 39,335 39,606
    331 shares of AMERICAN NEW WORLD 21,033 29,018
    692 shares of JPMORGAN HEDGED EQUITY 14,280 16,579
    186 shares of JPMORGAN LARGE CAP GROWTH 8,125 11,198
    308 shares of JPMORGAN EQUITY INDEX 12,354 17,570
    1416 shares of JPMORGAN LARGE CAP VALUE 19,803 23,502
    219 shares of ISHARES TRUST MSCI USA SIZE FACTOR 19,771 24,346
    3963 shares of ISHARES TRUST US TREASURY BOND ETF 102,451 107,952
    882 shares of AMERICAN CORP BOND 10,622 10,289
    1105 shares of AMERICAN EMERGING MARKETS BOND 10,710 11,220
    447 shares of GOLDMAN SACHS SMALL CAP GROWTH 16,145 19,278
    254 shares of JPMORGAN MID CAP EQUITY 12,979 14,020
    975 shares of JPMORGAN INTL FOCUS 21,447 25,389
    156 shares of UNDISCOVERED MANAGERS BEHAVIORAL 9,977 10,008
    344 shares of FIDELITY COVINGTON TRUST MSCI TECH 24,290 35,951
    4027 shares of INVESCO SP500 QUALITY ETF 132,037 169,577
    364 shares of ISHARES TRUST MBS ETF 40,159 40,087
    1168 shares of ISHARES TRUST 1-5 YR INVT CORP BD 63,254 64,439
    696 shares of ISHARES TRUST EAFE GROWTH ETF 51,752 70,233
    314 shares of ISHARES TRUST MSCI USA MIN VOL FACTOR 15,204 21,314
    483 shares of ISHARES TRUST MSCI USA VALUE FACTOR 34,066 41,978
    791 shares of ISHARES TRUST 0-5YR HI YL CP ETF 32,899 35,943
    815 shares of LATTICE STRATEGIES HARTFORD DEV MRK 20,973 23,073
    1904 shares of SPDR TRUST PORTFOLIO LN COR ETF 59,445 63,022
    215 shares of SPDR TRUST PORTFOLIO LN TSR ETF 8,307 9,703
    131 shares of VANGUARD HEALTH CAR ETF 24,931 29,309
    294 shares of VANGUARD SP 500 ETF 81,518 101,045
    1664 shares of WISDOMTREE TRUST EM EX ST-OWNED 42,741 66,011

    TY 2020 LegalFeesSchedule
    Name:
    THOMAS R AND IRIS B HARRISON FOUNDATION INC
    EIN:
    47-3864368
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


    TY 2020 OtherExpensesSchedule
    Name:
    THOMAS R AND IRIS B HARRISON FOUNDATION INC
    EIN:
    47-3864368
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE 20     20


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THOMAS R AND IRIS B HARRISON FOUNDATION INC
    EIN:
    47-3864368
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CLEAT LINDSEY 22,217 22,217    
    LEGACY WEALTH ADVISORS 9,028 9,028    


    TY 2020 TaxesSchedule
    Name:
    THOMAS R AND IRIS B HARRISON FOUNDATION INC
    EIN:
    47-3864368
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX 1,461 1,461    
    FOREIGN TAX 27 27