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
BRYSON FOUNDATION LIMITED
 
Number and street (or P.O. box number if mail is not delivered to street address)7923 MORROW MILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAPEL HILL, NC27516
A Employer identification number

35-1854017
B Telephone number (see instructions)

(310) 592-2382
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$19,237,289J 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) 450,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 462,464 462,464  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,193,601
b Gross sales price for all assets on line 6a 6,525,808
7 Capital gain net income (from Part IV, line 2)... 2,193,601
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)....... Click to see attachment 1,119 1,119 0
12 Total. Add lines 1 through 11........ 3,107,184 2,657,184 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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 10,720 6,400 0 4,320
c Other professional fees (attach schedule).... Click to see attachment 326 326 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,223 6,220 0 0
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 56,282 56,281 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,551 69,227 0 4,320
25 Contributions, gifts, grants paid....... 1,153,000 1,153,000
26 Total expenses and disbursements. Add lines 24 and 25 1,287,551 69,227 0 1,157,320
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,819,633
b Net investment income (if negative, enter -0-) 2,587,957
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............. 117,495 32,868 32,868
2 Savings and temporary cash investments.........      
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)....... 11,033,830 Click to see attachment12,923,871 19,204,421
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) 11,151,325 12,956,739 19,237,289
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,151,325 12,956,739
29 Total net assets or fund balances (see instructions)..... 11,151,325 12,956,739
30 Total liabilities and net assets/fund balances (see instructions). 11,151,325 12,956,739
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
11,151,325
2
Enter amount from Part I, line 27a .....................
2
1,819,633
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,970,958
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,219
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,956,739
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 BAXTER STREET FUND II, LP LT P 2020-07-01 2020-12-31
b BAXTER STREET FUND II, LP ST P 2020-07-01 2020-12-31
c ABBOTT LABORATORIES A/C125 P 2000-09-13 2020-02-10
d ARTISAN INTERNATIONAL   2001-04-02 2020-12-16
e CARRILLON REAMS CORE   2016-08-26 2020-12-16
FIDELITY ADVISOR NEW MARKETS   2019-04-10 2020-12-16
FIDELITY NEW MARKETS   2018-05-31 2020-12-16
JP MORGAN INFLATION MGD BOND CLS   2014-12-12 2020-12-16
PZENA EMG MKTSFOCUSED   2018-06-01 2020-12-16
TORTOISE MLP & PIPELINE FD   2017-12-18 2020-12-16
VANECK VECTORS ETF TR FALLEN ANGEL   2018-05-31 2020-12-16
ABBVIE INC COM A/C125   2000-09-13 2020-02-11
ELI LILLY & CO A/C125   2003-04-01 2020-02-10
ALLIANT ENERGY   2020-04-02 2020-12-03
ALPHABET INC CAP STKCL A, GOOGL,02079K305   2020-02-13 2020-12-03
AMERICAN WATER WORKSCOMPANY INC COM USDO, AWK, XXX-XX-XXXX   2020-01-31 2020-12-03
CANADIAN NATL RY CO COM ISIN #CA13637510, CNI, XXX-XX-XXXX   2020-04-14 2020-12-03
CMS ENERGY CORP COM USD0.01, CMS, XXX-XX-XXXX   2020-02-13 2020-12-03
COMCAST CORP, CMCSA, 20030N101   2020-01-31 2020-12-03
CORESITE REALTY CORPCOM USD0.01, COR, XXX-XX-XXXX   2020-01-31 2020-12-03
EDISON INTERNATIONAL, EIX, XXX-XX-XXXX   2020-01-31 2020-12-03
EQUINIX INC COM, EQIX, 29444U700   2020-01-31 2020-12-03
EVERSOURCE ENERGY, ES, 30040W108   2020-02-13 2020-12-03
FIRSTENERGY CORP COMUSD0.10, FE, XXX-XX-XXXX   2019-06-03 2020-12-03
FORTIS INC COM ISIN #CA3495531079 SEDOL, FTS, XXX-XX-XXXX   2020-02-13 2020-12-03
KANSAS CITY SOUTHERN, KSU, XXX-XX-XXXX   2020-01-31 2020-12-03
OUTFRONT MEDIA INC COM, OUT, 69007J106   2020-01-31 2020-12-03
PROLOGIS INC.COM, PLD, 74340W103   2020-08-31 2020-12-03
SBA COMMUNICATIONS CORP NEW CL A, SBAC,78410G104   2020-01-31 2020-12-03
SOUTHWEST GAS HOLDINGS INC COM, SWX,XXX-XX-XXXX   2020-04-14 2020-12-03
T-MOBILE US INC COM,TMUS, XXX-XX-XXXX   2020-04-03 2020-12-03
T-MOBILE US INC RTS EXP 07/27/2020,XXX-XX-XXXX   2020-04-17 2020-12-03
VERIZON COMMUNICATIONS, VZ,92343V104   2019-06-18 2020-12-03
VIACOMCBS INC CL B, VIAC, 92556H206   2019-08-19 2020-02-13
VISTRA ENERGY CORP COM, VST,92840M102   2019-07-05 2020-04-15
ALTICE USA INC CL A, ATUS,02156K103   2019-11-19 2020-12-03
ATMOS ENERGY CORP COM NPV,ATO, XXX-XX-XXXX   2018-02-07 2020-12-03
BCE INC COM NEW ISIN #CA05534B7604 SEDOL, BCE, 05534B760   2018-08-21 2020-01-31
BERKSHIRE HATHAWAY INC COM USD0.0033 CLA, BRKB, XXX-XX-XXXX   2014-02-28 2020-12-03
BP PLC SPONSORED ADR, BP, XXX-XX-XXXX   2018-01-10 2020-01-31
CHARTER COMMUNICATIONS INC NEW CL A, CHTR,16119P108   2019-06-03 2020-12-03
CHEVRON CORP NEW COM,CVX,XXX-XX-XXXX   2016-01-29 2020-12-03
CROWN CASTLE INTL CORP NEW COM ISIN #US2,CCI, 22822V101   2016-04-07 2020-12-03
DELTA AIR LINES INC DEL COM NEW, DAL, XXX-XX-XXXX   2018-02-07 2020-03-18
DTE ENERGY HOLDING CO, DTE, XXX-XX-XXXX   2012-02-01 2020-01-31
MARATHON PETROLEUM CORP COM USD0.01, MPC, 56585A102   2016-03-09 2020-02-13
NEXTERA ENERGY INC COM USD0.01, NEE, 65339F101   2013-06-10 2020-12-03
NEXTERA ENERGY PARTNERS LP COM UNITPART, NEP, 65341B106   2015-11-06 2020-04-03
NISOURCE INC COM USD0.01,NL, 65473P105   2017-02-09 2020-12-03
ONEOK INC COM USD0.01,OKE, XXX-XX-XXXX   2018-07-31 2020-12-03
PUBLIC SVC ENTERPRISE GRP INC COM, PEG, XXX-XX-XXXX   2019-01-18 2020-01-31
REAVES UTILITY INCOME FUND, UTG,XXX-XX-XXXX   2017-10-11 2020-12-03
ROYAL DUTCH SHELL ADREA REP 2 CL A EURO,ROSA, XXX-XX-XXXX   2015-06-19 2020-01-31
SEMPRA ENERGY,SRE,XXX-XX-XXXX   2019-03-29 2020-12-03
SOUTH JERSEY INDUSTRIES, SJI, XXX-XX-XXXX   2005-10-04 2020-04-09
TELUS CORPORATION COM ISIN #CA87971M1032, TU,87971M103   2019-03-14 2020-12-03
UNION PAC CORP COM, UNP,XXX-XX-XXXX   2012-01-20 2020-12-03
VERIZON COMMUNICATIONS, VZ,92343V104   2017-06-23 2020-01-31
VISTRA ENERGY CORP COM, VST,92840M102   2019-03-28 2020-12-03
RS GLOBAL PRIVATE EQTY WP P 2019-12-30 2020-12-31
RS PRIVATE EC LLC P 2019-12-30 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,229     22,229
b 18,287     18,287
c 536,789   78,447 458,342
d 710,523   439,608 270,915
e 59,990   53,366 6,624
51,725   52,000 -275
239,828   243,500 -3,672
198,990   191,568 7,422
107,490   106,517 973
213,283   292,358 -79,075
324,244   302,995 21,249
482,970   70,677 412,293
1,011,820   297,941 713,879
26,608   23,156 3,452
51,390   42,378 9,012
37,871   33,712 4,159
44,272   38,875 5,397
34,211   34,529 -318
35,226   31,561 3,665
40,343   38,344 1,999
24,836   30,637 -5,801
53,455   46,398 7,057
10,765   11,364 -599
126,515   102,266 24,249
6,196   6,788 -592
34,875   31,178 3,697
29,458   98,452 -68,994
36,706   38,308 -1,602
49,262   43,223 6,039
79,811   79,130 681
31,780   21,304 10,476
128   203 -75
77,491   76,809 682
49,125   62,178 -13,053
33,988   47,258 -13,270
56,706   39,029 17,677
25,107   20,505 4,602
127,248   115,036 12,212
155,561   61,725 93,836
82,829   100,528 -17,699
61,732   33,693 28,039
41,601   42,770 -1,169
41,287   20,276 21,011
42,326   100,228 -57,902
125,904   54,121 71,783
77,371   54,977 22,394
106,258   29,512 76,746
98,437   52,754 45,683
16,597   15,098 1,499
27,534   63,227 -35,693
62,042   54,340 7,702
32,683   28,411 4,272
117,908   124,669 -6,761
36,439   34,870 1,569
24,030   13,726 10,304
39,225   35,860 3,365
50,104   13,602 36,502
77,789   58,748 19,041
57,121   95,575 -38,454
17,359     17,359
    1,899 -1,899
32,130     32,130
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       22,229
b       18,287
c       458,342
d       270,915
e       6,624
      -275
      -3,672
      7,422
      973
      -79,075
      21,249
      412,293
      713,879
      3,452
      9,012
      4,159
      5,397
      -318
      3,665
      1,999
      -5,801
      7,057
      -599
      24,249
      -592
      3,697
      -68,994
      -1,602
      6,039
      681
      10,476
      -75
      682
      -13,053
      -13,270
      17,677
      4,602
      12,212
      93,836
      -17,699
      28,039
      -1,169
      21,011
      -57,902
      71,783
      22,394
      76,746
      45,683
      1,499
      -35,693
      7,702
      4,272
      -6,761
      1,569
      10,304
      3,365
      36,502
      19,041
      -38,454
      17,359
      -1,899
      32,130
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 2,193,601
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 35,973
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 35,973
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 35,973
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 38,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,500
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 12,527
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,000 RefundedBullet 11 3,527
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIN
    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 ofbulletN CATHERINE BRYSON Telephone no.bullet (310) 592-2382

    Located atbullet7923 MORROW MILL ROADCHAPEL HILLNC ZIP+4bullet27516
    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
    VAUGHN D BRYSON TREASURER
    2.00     		0 0 0
    441 WEST BARBEE CHAPEL ROAD
    CHAPEL HILL,NC27517
    NANCY F BRYSON SECRETARY
    0.00     		0 0 0
    441 WEST BARBEE CHAPEL ROAD
    CHAPEL HILL,NC27517
    WILLIAM D BRYSON DIRECTOR
    0.00     		0 0 0
    14328 NE 199TH STREET
    WALDO,FL32694
    JEFFREY H THOMASSON DIRECTOR
    0.00     		0 0 0
    1171 N MERDIAN ST SUITE 600
    CARMEL,IN46032
    N CATHERINE BRYSON PRESIDENT
    5.00     		0 0 0
    7923 MORROW MILL ROAD
    CHAPEL HILL,NC27516
    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 CONTRIBUTED TO VARIOUS CHARITABLE ORGANIZATIONS 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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    17,264,886
    b
    Average of monthly cash balances.......................
    1b
    77,874
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,342,760
    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
    17,342,760
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    260,141
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,082,619
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    854,131
    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
    854,131
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    35,973
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,973
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    818,158
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    818,158
    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
    818,158
    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
    1,157,320
    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
     
    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
    1,157,320
    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
    1,157,320
    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 7 818,158
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 773,699
    d From 2018...... 603,491
    e From 2019......  
    fTotal of lines 3a through e........ 1,377,190
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,157,320
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 818,158
    e Remaining amount distributed out of corpus 339,162
    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 1,716,352
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,716,352
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 773,699
    c Excess from 2018.... 603,491
    d Excess from 2019....  
    e Excess from 2020.... 339,162
    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
    ALACHUA CONSERVATION TRUST
    7204 SE COUNTY ROAD 234
    GAINESVILLE,FL32641     		NONE 501(C)(3) UNRESTRICTED 1,000
    CAROLINA FOR KIBERA
    301 PITTSBORO STREET
    CHAPEL HILL,NC275995145     		NONE 501(C)(3) UNRESTRICTED 2,000
    FAMILY PROMISE
    229 SW 5TH STREET
    GAINESVILLE,FL32601     		NONE 501(C)(3) UNRESTRICTED 1,000
    FLORIDA MUSEUM OF NATURAL HISTORY
    3215 HULL ROAD
    GAINESVILLE,FL32611     		NONE 501(C)(3) UNRESTRICTED 1,000
    GRACE MARKETPLACE
    3055 NE 28TH DR
    GAINESVILLE,FL32609     		NONE 501(C)(3) UNRESTRICTED 2,000
    HABITAT FOR HUMANITY ALACHUA
    2630 NW 41ST ST SUITE C3
    GAINESVILLE,FL32606     		NONE 501(C)(3) UNRESTRICTED 1,000
    HARN MUSEUM
    3259 HULL ROAD
    GAINESVILLE,FL32611     		NONE 501(C)(3) UNRESTRICTED 1,000
    HIGHER ED WORKS
    PO BOX 10463
    RALEIGH,NC27605     		NONE 501(C)(3) UNRESTRICTED 5,000
    HIPPODROME
    25 SE 2ND PLACE
    GAINESVILLE,FL32601     		NONE 501(C)(3) UNRESTRICTED 1,000
    INTER FAITH COUNCIL
    100 W ROSEMARY STREET
    CHAPEL HILL,NC27516     		NONE 501(C)(3) UNRESTRICTED 2,000
    MPS SOCIETY
    4220 APEX HWY
    DURHAM,NC27713     		NONE 501(C)(3) UNRESTRICTED 10,000
    NO 9 PRODUCTIONS
    PO BOX 13891
    GAINESVILLE,FL32604     		NONE 501(C)(3) UNRESTRICTED 10,000
    RIVER PHOENIX CENTER FOR PEACEMAKING
    2603 NW 13TH STREET
    GAINESVILLE,FL32609     		NONE 501(C)(3) UNRESTRICTED 1,000
    RIVERSIDE THEATER
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		NONE 501(C)(3) UNRESTRICTED 25,000
    ST FRANCIS HOUSE
    413 S MAIN STREET
    GAINESVILLE,FL32601     		NONE 501(C)(3) UNRESTRICTED 1,000
    STANFORD GSB
    655 KNIGHT WAY
    STANFORD,CA94305     		NONE 501(C)(3) UNRESTRICTED 1,000
    THE ARC OF IRC
    1375 16TH AVE
    VERO BEACH,FL32960     		NONE 501(C)(3) UNRESTRICTED 1,000
    TRANSPLANTING TRADITIONS
    2912 JONES FERRY ROAD
    CHAPEL HILL,NC27516     		NONE 501(C)(3) UNRESTRICTED 10,000
    UNITED WAY GREATER TRIANGLE
    PO BOX 110583
    DURHAM,NC27709     		NONE 501(C)(3) UNRESTRICTED 5,000
    UNITED WAY NORTH CENTRAL FLORIDA
    6031 NW 1ST PLACE
    GAINESVILLE,FL32607     		NONE 501(C)(3) UNRESTRICTED 5,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		NONE 501(C)(3) UNRESTRICTED 5,000
    WORKING FOOD
    219 NW 10TH AVE
    GAINESVILLE,FL32601     		NONE 501(C)(3) UNRESTRICTED 1,000
    WUFT
    PO BOX 118405
    GAINESVILLE,FL32611     		NONE 501(C)(3) UNRESTRICTED 500
    WUNC
    120 FRIDAY CENTER DRIVE
    CHAPEL HILL,NC27517     		NONE 501(C)(3) UNRESTRICTED 500
    MOREHEAD PLANETARIUM AND SCIENCE CENTER
    250 E FRANKLIN ST
    CHAPEL HILL,NC27514     		NONE 501(C)(3) UNRESTRICTED 100,000
    UNC PHARMACY
    301 PHYARMACY LANE
    CHAPEL HILL,NC27599     		NONE 501(C)(3) UNRESTRICTED 400,000
    UNC PEDIATRIC GENETICS
    120 MASON FARM ROAD
    CHAPEL HILL,NC27599     		NONE 501(C)(3) UNRESTRICTED 400,000
    HABITAT FOR HUMANITY ORANGE COUNTY
    88 VILCOM CENTER DRIVE SUITE L110
    CHAPEL HILL,NC27514     		NONE 501(C)(3) UNRESTRICTED 10,000
    BERRY COLLEGE
    2277 MARTHA BERRY HIGHWAY NW
    MOUNT BERRY,GA30149     		NONE 501(C)(3) UNRESTRICTED 100,000
    CLEVELAND CLINIC-INDIAN RIVER HOSPITAL FNDN
    3450 11TH CT
    VERO BEACH,FL32960     		NONE 501(C)(3) UNRESTRICTED 25,000
    YMCA OF TRIANGLE AREA
    801 CORPORATE CENTER DR SUITE 200
    RALEIGH,NC27607     		NONE 501(C)(3) UNRESTRICTED 25,000
    Total .................................bullet 3a 1,153,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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....     14 462,464  
    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.....     14 1,119  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,193,601  
    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).. 0 2,657,184 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,657,184
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BRYSON FOUNDATION LIMITED
     
    Employer identification number

    35-1854017
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BRYSON FOUNDATION LIMITED
          		Employer identification number
    35-1854017
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    VAUGHN D BRYSON 2010DE TR
    C/O SANDRA MARTINE 510 CARR RD STE
     
    WILMINGTON, DE19809

    		$ 200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    VAUGHN D BRYSON 2011DE TR
     
    C/O SANDRA MARTINE 510 CARR RD STE
     
    WILMINGTON, DE19809

    		$ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BRYSON FOUNDATION LIMITED
          		Employer identification number

    35-1854017
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BRYSON FOUNDATION LIMITED
          		Employer identification number

    35-1854017
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,720 6,400 0 4,320

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD TOTAL STOCK MARKET INDEX 1,310,000 1,455,633
    VANGUARD 500 INDEX ADMIRAL 400,000 521,740
    UNION PACIFIC CROP 27,943 115,354
    TMOBILE 44,571 72,819
    TELUS CORP 77,997 89,159
    SR FINCO LLC 1,000,000 1,000,000
    SEMPRA ENERGY 63,936 79,376
    SBA COMMUNICATIONS 97,754 109,749
    REGENT STREET PARTNERSHIP INVESTMENTS 229,593 243,812
    REAVES UTIL INC FD 53,865 72,695
    PZENA EMERGING MKTS 147,844 152,209
    PROLOGIS INC 81,468 84,611
    NISOURCE INC 34,038 34,961
    NEXTERA ENERGY INC 34,620 138,947
    MMKT FIDELITY 7047 52,702 52,702
    MMKT FIDELITY 6125 116,959 116,959
    MMKT FIDELITY 6124 1,083,606 1,083,606
    MENDON CAPITAL QP LP 750,000 172,509
    KANSAS CITY SOUTHERN 70,489 84,918
    JP MORGAN INFLATION BD SELECT 252,776 266,722
    GMO RESOURCES SERIES FUND CL PS 447,500 510,131
    GMO OPPORTUNISTIC INCOME 259,000 259,102
    FORTIS 15,250 14,124
    EVERSOURCE ENERGY 25,593 23,963
    EQUITY ETP 202,922 205,161
    EQUINIX INC 93,236 123,553
    ELI LILI & CO 546,116 5,370,969
    ELANCO ANIMAL HEALTH INC 13,795 200,520
    EDISON 69,184 56,601
    DODGE & COX INCOME 941,662 1,022,861
    DFA US TARGETED VALUE 202,000 204,416
    DFA US LARGE CAP VALUE 353,500 357,394
    DFA GLOBAL REAL ESTATE SEC 412,500 416,363
    CROWN CASTLE INTL 43,903 88,191
    CORESITE REALTY 87,539 93,334
    COMCAST 68,212 80,748
    CMS ENERGY 77,034 76,690
    CHARTER COMM 63,493 137,602
    CARILLION R3EAM CORE PLUS 919,021 1,007,422
    CANADIAN NATL RV 87,586 102,710
    BERKSHIRE HATHAWAY INC 23,315 96,458
    BAXTER STREET FUND II, L.P. 1,329,645 1,329,645
    ATMOS ENERGY CORP 46,273 56,208
    ARTISAN INTL EQUITY FD 107,500 110,747
    AQR LARGE CAP FUND 252,000 252,370
    AMERICAN WATER WORKS CO 29,113 85,022
    ALTICE USA INC CL A 63,780 139,059
    ALPHABET 90,576 108,664
    ALIANT 51,280 58,023
    ABBOTT LABS 71,182 667,889

    TY 2020 OtherDecreasesSchedule
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Description Amount
    NON DEDUCTIBLE EXPENSE DUE TO BASIS LIMITATION 14,219


    TY 2020 OtherExpensesSchedule
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 38,439 38,439 0 0
    INVESTMENT EXPENSES K-1- RS GLOBAL PRIVATE EQUITY 1,239 1,238 0 0
    INVESTMENT EXPENSES BAXTER K-1 13,493 13,493 0 0
    INVESTMENT EXPENSES K-1- RS MIDDLE MARKET 1,334 1,334 0 0
    INVESTMENT EXPENSES K-1 RS PRIVATE EURO CR 471 471 0 0
    BAXTER STREET FUND II 26 26 0 0
    REGENT STREET PRIVATE EQUITY 1,280 1,280 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CHECKING ACCOUNT 90 90  
    REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC 1,029 1,029  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADP 326 326 0 0


    TY 2020 TaxesSchedule
    Name:
    BRYSON FOUNDATION LIMITED
    EIN:
    35-1854017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX-(REFUND)DUE 61,003 0 0 0
    FOREIGN TAXES WITHHELD 4,117 4,117 0 0
    FOREIGN TAXES WITHHELD K-1 2,103 2,103 0 0