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
Carl E Kessler Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 121579
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fort Worth, TX761211579
A Employer identification number

75-2567397
B Telephone number (see instructions)

(940) 325-5629
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$4,511,798J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 21,661 21,661  
5a Gross rents............ 38,700 38,700  
b Net rental income or (loss) -33,746
6a Net gain or (loss) from sale of assets not on line 10 -30,086
b Gross sales price for all assets on line 6a 530,226
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 30,275 60,361  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 85,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 500 0   0
b Accounting fees (attach schedule)....... Click to see attachment 2,025 0   0
c Other professional fees (attach schedule).... Click to see attachment 12,304 7,384   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,292 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 7,778 8,285  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 235 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 68,536 64,668   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 185,670 80,337   0
25 Contributions, gifts, grants paid....... 285,193 285,193
26 Total expenses and disbursements. Add lines 24 and 25 470,863 80,337   285,193
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -440,588
b Net investment income (if negative, enter -0-) 0
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............. 173,295 123,127 123,127
2 Savings and temporary cash investments......... 3,318,317 2,716,823 2,716,823
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..........   1,030 1,030
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet409,031
Less: accumulated depreciation (attach schedule) bullet128,180 294,562 Click to see attachment280,851 280,851
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 334,675 Click to see attachment689,597 689,597
14 Land, buildings, and equipment: basis bullet700,370
Less: accumulated depreciation (attach schedule) bullet   700,370 700,370 700,370
15 Other assets (describe bullet) Click to see attachment1,189 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,822,408 4,511,798 4,511,798
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) Click to see attachment11,750 Click to see attachment56,213
23 Total liabilities (add lines 17 through 22)......... 11,750 56,213
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 6,499,481 6,499,481
28 Retained earnings, accumulated income, endowment, or other funds -1,688,823 -2,043,896
29 Total net assets or fund balances (see instructions)..... 4,810,658 4,455,585
30 Total liabilities and net assets/fund balances (see instructions). 4,822,408 4,511,798
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
4,810,658
2
Enter amount from Part I, line 27a .....................
2
-440,588
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
94,280
4
Add lines 1, 2, and 3 ..........................
4
4,464,350
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,765
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,455,585
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 Publicly Traded Securities   2020-09-30 2020-10-26
b Capital Gains Dividends P    
c
d
e
(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 529,453   560,312 -30,859
b 773     773
c
d
e
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       -30,859
b       773
c
d
e
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 -30,086
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 0
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 0
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 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,030
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,030
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 1,030
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 1,030
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
 
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
     
    No
    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)
    bulletTX
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletCarla Kessler Telephone no.bullet (817) 793-1951

    Located atbulletPO Box 121579Fort WorthTX ZIP+4bullet76121
    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
    David R Kessler Vice President
    20.00     		40,000 0 0
    13 Cliff Drive
    Mineral Wells,TX76067
    Carla K Kessler Secretary/Treasurer
    20.00     		45,000 0 0
    PO Box 123212
    Fort Worth,TX76121
    Karen Ferguson President
    20.00     		0 0 4,920
    PO Box 121579
    Fort Worth,TX76121
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    582,597
    b
    Average of monthly cash balances.......................
    1b
    2,839,950
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,089,411
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,511,958
    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
    4,511,958
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,679
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,444,279
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    222,214
    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
    222,214
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    222,214
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    222,214
    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
    222,214
    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
    285,193
    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
    285,193
    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
    285,193
    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 7 222,214
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,303
    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......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 285,193
    a Applied to 2019, but not more than line 2a 5,303
    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..... 222,214
    e Remaining amount distributed out of corpus 57,676
    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 57,676
    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 ......     		57,676
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 57,676
    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
    A Place Called Home
    2830 South Central Avenue
    Los Angeles,CA90011     		    Human service 1,000
    Action Against HungerACF-USA
    247 West 37th St 10 floor
    New York,NY10018     		    Human service 1,000
    Air Warrior Courage Foundation
    PO Box 877
    Silver Spring,MD20918     		    Veterans welfare 1,000
    All Gods Children
    PO Box 5909
    Villa Park,IL60181     		    Child welfare 1,000
    All Hands and Hearts
    6 County Rd Ste 6
    Mattapoisett,MA027391565     		    Human service 4,500
    Amazon Conservation Association
    1822 R St NW Fourth Floor
    Washington,DC20009     		    Conservation. 7,500
    American Refugee Committee International
    615 First Avenue NE Suite 500
    Minneapolis,MN55413     		    Human Service 1,500
    Animal Welfare Institute
    900 Pennsylvania Avenue SE
    Washington,DC20003     		    Service to animals. 500
    Australian Bush Relief
    6 County Rd Ste 6
    Mattapoisett,MA02739     		    Human service. 1,500
    Backpack BuddiesHouston Food Bank
    535 Portwall St
    Houston,TX77029     		    Human service. 2,000
    Baitulmaal AHED
    2300 Valley View Lane
    Irving,TX75062     		    Human service. 1,500
    Barnabas Center
    1303 Jasmine St Suite 101
    Fernandina Beach,FL32034     		    Human service. 1,000
    Beyond Borders
    PO Box 2132
    Norristown,PA19404     		    Human service 1,500
    Big Bend Conservancy
    PO Box 200
    Big Bend National Park,TX79834     		    Human service 500
    Boca Helping Hands
    1500 NW 1st Court
    Boca Raton,FL33432     		    Human Service 1,000
    Books for Africa
    253 East Fourth Street Suite 200
    St Paul,MN55101     		    Human Service 1,000
    Brazos Foundation
    PO Box 901
    Mineral Wells,TX76068     		    Education 750
    Brazos Valley Food Bank
    1514 Shiloh Ave
    Bryan,TX77803     		    Human Service. 1,000
    Careity Foundation
    PO Box 126038
    Fort Worth,TX76126     		    Human Service. 4,500
    Center for Creative Education
    425 24th Street
    West Palm Beach,FL33407     		    Human service 500
    Chapman Partnership
    1550 N Miami Ave
    Miami,FL33136     		    Human Service 1,000
    Charity Navigator
    139 Harristown Road Suite 101
    Glen Rock,NJ07452     		    Human service. 1,000
    COA Youth & Family Centers
    909 East North Ave
    Milwaukee,WI53212     		    Child welfare. 1,000
    Community in Schools Greater Tarrant C
    6707 Brentwood Stair Road
    Fort Worth,TX76112     		    Community Service 2,500
    Community Renewal International
    838 Margaret Place
    Shreveport,LA71101     		    Human service. 30,000
    Conservation Land Foundation
    835 E Second Ave 314
    Durango,CO81301     		    Support of US troops. 1,000
    Cradles to Crayons
    155 N Beacon Street
    Brighton,MA02135     		    Human service 1,000
    Crisis Aid International
    5427 Telegraph Rd
    St Louis,MO63129     		    Child welfare. 2,500
    Dare to Care Food Bank
    5803 Fern Valley Road
    Louisville,KY40228     		    Human Service 1,000
    David Sheldrick Wildlife Trust
    25283 Cabot Rd Suite 101
    Laguna Hills,CA92653     		    Conservation 1,000
    Deki Inc
    634 Quail Run Dr
    Murphy,TX75094     		    Human service. 7,500
    Design That Matters
    17725 NE 65th St B-275
    Redmond,WA980524989     		    Human service 5,000
    Divine Water
    143 Oak Bend TRL
    City,TX764624519     		    Human service 500
    Doctors Without Borders
    PO Box 5030
    Hagerstown,MD21741     		    Human service. 1,500
    DonorsChooseorg
    347 W 36th St Suite 503
    New York,NY10018     		    Human service 1,000
    Echo
    17391 Durrance Road
    North Fort Myers,FL33917     		    Human service. 1,000
    Education Through Music
    122 East 42nd St Ste 1501
    New York,NY10168     		    Human Service. 1,000
    EESI Environmental and Energy Study In
    1020 19th St NW Suite 650
    Washington,DC20036     		    Human service 500
    Equal Justice Initiative
    122 Commerce Street
    Montgomery,AL36104     		    Human service 1,500
    Eva's Village
    393 Main Street
    Paterson,NJ07501     		    Human service 1,000
    Families for Effective Autism Treatment
    7286 Glenview Dr
    Richland Hills,TX76180     		    Human Service 5,000
    Ferst Foundation for Childhood Literacy
    PO Box 1327
    Madison,GA30650     		    Education 1,000
    First Nations Development Institute
    2432 Main Street 2nd Floor
    Longmont,CO80501     		    Education 1,000
    Fossil Rim Wildlife Center
    2155 County Road 2008
    Glen Rose,TX76043     		    Animal welfare 5,500
    Free the Kids
    2303 West Market St
    Greensboro,NC27403     		    Human service 500
    Ft Worth Hope Center
    4101 W Green Oaks Blve Suite 305
    Ft Worth,TX76119     		    Human service 1,000
    Givendirectly Inc
    PO Box 3221
    New York,NY10008     		    Human service 1,000
    Gleaners Inc
    PO Box 9883
    Jackson,MS392869883     		    Human service 1,000
    Global Partners for Development
    320 Professional Center Dr 120
    Rohnert Park,CA94928     		    Human service 1,500
    Globus Relief
    1775 West 1500 South
    Salt Lake City,UT84104     		    Human service 1,000
    Greater Education Opportunities GEO
    3145 N Meridian Street
    Indianapolis,IN46202     		    Child education. 1,000
    Haitian Health Foundation
    97 Sherman St
    Norwish,CT06360     		    Human Service. 1,500
    Heart to Heart International
    401 South Clairborne
    Olathe,KS66062     		    Human service 1,000
    Helping Hand for Relief & Development
    12541 McDougall St Suite 100
    Detroit,MI48212     		    Human service. 1,000
    Honor Flight DFW
    2201 Long Prairie Road
    Flower Mound,TX75022     		    Support US Troops 1,000
    Hope Domestic Violence
    PO Box 1650
    Mineral Wells,TX76068     		    Human service. 12,500
    Hope for Haiti's Children
    12020 Southwick Lane
    Cincinnati,OH45241     		    Child education 1,500
    Hope for Haiti
    1021 5th Ave N
    Naples,FL34201     		    Human service. 1,000
    Hope Walks
    PO Box 1098
    Mechanicsburg,PA17055     		    Child welfare 1,000
    Human Development Foundation
    1350 Remington Road Suite W
    Schaumburg,IL60173     		    Education 2,500
    Humane Society of North Texas
    1840 East Lancaster
    Fort Worth,TX76103     		    Animal welfare 500
    International Relief Teams
    4560 Alvarado Canyon Road Suite 2G
    San Diego,CA92120     		    Human service. 1,500
    IPPF
    120 Wall St 9th Floor
    New York,NY10005     		    Human welfare 500
    JOIN
    PO Box 16490
    Portland,OR97292     		    Human welfare 1,000
    Kids Alive International
    2507 Cumberland Dr
    Valparaiso,IN46383     		    Child welfare 1,000
    Kinship United
    5101 Tollview Drive Juite 155
    Rolling Meadows,IL60008     		    Human Service 500
    KIVA
    875 Howard Street Suite 340
    San Francisco,CA94103     		    Human welfare 493
    Little Dog Rescue
    111 Hardwiicke Ln
    Little Elm,TX750685202     		    Animal welfare 1,000
    MAP International
    4700 Glynco Parkway
    Brunswick,GA31525     		    Human welfare 500
    Meals on Wheels PP
    1410 SEMartin Luther King Jr St
    Mineral Wells,TX76067     		    Human service 5,000
    Meals on Wheels Inc of Tarrant County
    320 South Freeway
    Fort Worth,TX76104     		    Human Service 1,000
    Medical Benevolence Foundation
    9555 W Sam Houston Parkway South
    Suite 17
    Houston,TX77099     		    Human service 2,000
    Meds and Food for Kids
    4488 Forest Park Ave Suite 230
    St Louis,MO63108     		    Human Service 2,000
    Mercy-USA for Aid and Development
    44450 Pinetree Drive Suite 201
    Plymouth,MI48170     		    Human service. 1,000
    Michigan Anticruelty Society
    13569 Joseph Campau St
    Detroit,MI48212     		    Human service. 500
    Military Museum of Fort Worth
    2501 Rodeo Plaza
    Fort Worth,TX76164     		    Veteran Support 12,000
    Mineral Wells Senior Center
    102 N W 6th Ave
    Mineral Wells,TX76067     		    Human service 5,000
    Miracle Foundation
    1506 W 6th St
    Austin,TX78703     		    Child education 2,500
    Missoula Food Bank
    1720 Wyoming St
    Missoula,MT59801     		    Human service 500
    National Viet Nam Memorial
    PO Box 146
    Mineral Wells,TX76068     		    Veteran support 10,000
    Noon Lion's Club
    PO Box 3099
    Mineral Wells,TX76068     		    Community service. 200
    North Texas Food Bank
    4500 S Cockrell Hill Road
    Dallas,TX75236     		    Human service 1,000
    Operation Fuel
    75 Charter Oak Ave Suite 2-240
    Hartford,CT06196     		    Human service 500
    Operation Second Chance
    20251 Century Boulevard Suite 130
    Germantown,MD20874     		    Human service 1,000
    Operation Support Out Troops - America
    1807 S Washington St
    Naperville,IL60565     		    Support US Troops 1,000
    Orphan Grain Train
    PO Box 1466
    Norfolk,NE08702     		    Child Education 1,000
    Palo Pinto Humane Society
    PO Box 1574
    Mineral Wells,TX76068     		    Animal welfare. 4,500
    Palo Pinto Mountains State Park Partners
    PO box 201
    Strawn,TX764750201     		    Conservation 1,000
    People's Resource Center
    201 South Naprville Road
    Wheaton,IL60187     		    Human Service 1,000
    Rainforest Trust
    25 Horner St
    Warrenton,VA20186     		    Conservation. 12,500
    Recovery Resource Center
    2700 Airport Fwy Ft Worth TX
    76111-2332
    Ft Worth,TX761112332     		    Human service 2,000
    Safe Haven Home
    6815 Manhattan Blvd 105
    Fort Worth,TX76120     		    Human Service 750
    Salvation Army of North Texas
    1855 East Lancaster Ave
    Ft Worth,TX76103     		    Human service 2,500
    Salvation Army Women's Auxillery
    3408 East Hwy 377
    Granbury,TX76049     		    Human service 2,500
    Salvation Army
    1855 East Lancaster Ave
    Fort Worth,TX76103     		    Human service 5,000
    Sankara Eye Foundation USA
    1900 McCarthy Blvd Suite 302
    Milpitas,CA95035     		    Human welfare 1,000
    Sea Shepherd Conservation Society
    PO Box 2616
    Friday Harbor,WA98250     		    Conservation 1,000
    Semper Fi Fund
    Santa Margarita RoadBuilding H49
    Camp Pendleton,CA92055     		    Vetran Support 1,000
    Sewa International Inc
    100 W Oaks Mall
    Houston,TX77082     		    Human service 1,000
    Sierra Club
    2101 Webster St Suite 1300
    Oakland,CA94612     		    Conservation 500
    SIGN Fracture Care International
    451 Hills St Ste B
    Richland,WA99354     		    Education 500
    SkyDog Sanctuary
    23823 Malibu Road Suite 50 498
    Malibu,CA90265     		    Animal Welfare 500
    Solar Cookers Int
    2400 22nd Street
    Sacramento,CA95818     		    Conservation 500
    St Hubert's Animal Welfare Center
    PO Box 159
    Madison,NJ07940     		    Animal welfare 1,000
    Support The Enlisted Project-STEP
    PO Box 26747
    San Diego,CA92196     		    Human service 1,000
    Tarrant Area Food Bank
    2600 Cullen Street
    Fort Worth,TX76107     		    Human service 3,000
    Tarrant County Bar Foundation
    1315 Calhoun Street
    Fort Worth,TX761026504     		    Human Service 1,000
    Tarrant County Homeless Coalition
    PO Box 471638
    Ft Worth,TX761471638     		    Human welfare 2,000
    TCAP of North Texas
    1856 Precinct Line Rd 108
    Hurst,TX76054     		    Animal welfare 1,000
    TCAP
    PO Box 77016
    Fort Worth,TX76201     		    Animal welfare 3,000
    The Animal Foundation
    655 North Mojave Rd
    Las Vegas,NV89101     		    Animal welfare 1,000
    The Bail Project
    P O Box 750
    Venice,CA90294     		    Social Injustice 500
    The Elephant Sanctuary
    27 E Main St
    Hohenwald,TN38462     		    Animal Welfare 1,000
    The Navy SEAL Foundation
    PO Box 5965
    Virginia Beach,VA23471     		    Support US Troops 500
    The Zakat Foundation of America
    PO Box 639
    Worth,IL60482     		    Human Service 1,000
    Trenton Area Soup Kitchen
    72 1/2 Escher Street
    Trenton,NJ08609     		    Human service. 1,000
    Trinity Habitat for Humanity
    3345 S Jones Street
    Ft Worth,TX76110     		    Human service. 12,000
    Upper Valley Haven
    713 Hartford Avenue
    White River Junction,VT05001     		    Human service 1,000
    Village Health Works
    45 West 36th Street
    New York,NY10018     		    Human welfare 2,000
    Vitamin Angels
    111 West Micheltorena Street Suite
    300
    Santa Barbara,CA93101     		    Child Welfare 2,000
    Water for People
    100 E Tennessee Ave
    Denver,CO80209     		    Human Service. 500
    Water for South Sudan
    PO Box 25551
    Rochester,NY14625     		    Human service 1,000
    Water Mission
    1150 Kinzer Street
    North Charleston,NC29405     		    Human Service 1,000
    Waterkeeper Alliance
    180 Maiden Lane Suite 603
    New York,NY10038     		    Human service. 500
    WildAid
    333 Pine StreetSuite 300
    San Francisco,CA94104     		    Animal welfare. 1,500
    Wildlife Conservation Network
    25745 Bassett Lane
    Los Altos,CA94022     		    Conservation. 3,000
    Windridge Theraputic Center
    PO Box 5932
    Longview,TX756085932     		    Animal welfare 1,000
    Wings Of Hope
    18370 Wings of Hope Blvd
    St Louis,MO63005     		    Education 1,000
    Women's Auxillary Hood C Salvation Army
    324 Morgan Street
    Granbury,TX76048     		    Human welfare 10,000
    Zonta Club of Mineral Wells
    PO Box 1643
    Mineral Wells,TX76068     		    Human Service 1,000
    Total .................................bullet 3a 285,193
    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 21,661  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531120 -33,746      
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		531120 -30,859 14 773  
    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).. -64,605 22,434 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -42,171
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 2,025 0   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    559 Grant Rd - Land 2006-01-01 8,240   L   0 0    
    559 Grant Rd - Building 2006-01-01 12,310 4,424 SL 39.000000000000 316 316    
    560 Grant Rd - Land 2006-01-01 37,620   L   0 0    
    560 Grant Rd - Building 2006-01-01 15,240 5,474 SL 39.000000000000 391 391    
    Overhead door repair 2006-06-26 6,000 2,079 SL 39.000000000000 154 154    
    Leasehold Improvements 2006-09-28 18,170 6,174 SL 39.000000000000 466 466    
    Leasehold Improvements 2006-11-10 12,340 4,161 SL 39.000000000000 316 316    
    558 Grant Rd. - Land 2006-01-01 20,900   L   0 0    
    558 Grant Rd. - Building 2006-01-01 64,600 22,681 SL 39.000000000000 1,656 1,656    
    553 Grant Rd. - Land 2006-01-01 4,040   L   0 0    
    553 Grant Rd. - Building 2006-01-01 26,140 9,380 SL 39.000000000000 670 670    
    300 Industrial, Bldg # 336 - Land 2006-01-01 6,659   L   0 0    
    300 Industrial, Bldg # 336 - Building 2006-01-01 11,291 4,060 SL 39.000000000000 290 290    
    2003 Chevy 1500 2006-12-13 16,114 16,114 200DB 5.000000000000 0 0    
    Fork Lift 2006-03-07 4,000 4,000 200DB 5.000000000000 0 0    
    18 ft Trailer - C&S Trailers 2006-05-11 2,075 2,075 200DB 5.000000000000 0 0    
    CORDLESS PHONE 2008-11-03 161 80 200DB 7.000000000000 0 0    
    Mobile Home & Improvements 2011-10-07 47,907 10,131 SL 39.000000000000 1,228 1,228    
    Land-Mobile Home Lot Improvements 2011-08-04 26,550   L   0 0    
    560 Bld Imprvmnts-Bathroom addn/rehab 2011-10-05 3,394 718 SL 39.000000000000 87 87    
    Tractor Implements-Equipment 2012-08-18 13,000 6,500 200DB 7.000000000000 0 0    
    WINTERIZING PLUMB REPAIR 2014-01-21 1,223 1,059 200DB 7.000000000000 109 164    
    FREEZE REPAIR RENTAL 2014-02-24 821 711 200DB 7.000000000000 73 110    
    TRACTOR REPAIR 2014-07-22 1,306 1,131 200DB 7.000000000000 117 175    
    RUN PVC 2014-09-26 1,360 1,178 200DB 7.000000000000 121 182    
    FILL TANK 2014-09-13 2,369 2,052 200DB 7.000000000000 211 317    
    COMPUTER 2014-10-23 1,033 1,033 200DB 3.000000000000 0 0    
    MAJOR REPAIRS 2014-07-29 14,110 1,961 SL 39.000000000000 362 362    
    RANCH IMPROVEMENTS 2016-10-28 13,587   L   0 0    
    ROOF REPAIR 2016-07-15 3,400 1,046 150DB 15.000000000000 235 227    
    REPAIR & SEAL ASPHALT 2016-10-28 9,350 2,875 150DB 15.000000000000 648 623    
    52" RAPTOR MOWER 2016-09-11 2,272 1,562 200DB 7.000000000000 203 325    
    COMPUTER 2016-11-04 649 537 200DB 5.000000000000 75 112    
    6 x 10 Trailer 2017-05-27 800 225 200DB 7.000000000000 50 114    

    TY 2020 InvestmentsLandSchedule2
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    559 Grant Rd - Land 8,240 0 8,240 8,240
    559 Grant Rd - Building 12,310 4,740 7,570 7,570
    560 Grant Rd - Land 37,620 0 37,620 37,620
    560 Grant Rd - Building 15,240 5,865 9,375 9,375
    Overhead door repair 6,000 2,233 3,767 3,767
    Leasehold Improvements 18,170 6,640 11,530 11,530
    Leasehold Improvements 12,340 4,477 7,863 7,863
    558 Grant Rd. - Land 20,900 0 20,900 20,900
    558 Grant Rd. - Building 64,600 24,337 40,263 40,263
    553 Grant Rd. - Land 4,040 0 4,040 4,040
    553 Grant Rd. - Building 26,140 10,050 16,090 16,090
    300 Industrial, Bldg # 336 - Land 6,659 0 6,659 6,659
    300 Industrial, Bldg # 336 - Building 11,291 4,350 6,941 6,941
    2003 Chevy 1500 16,114 16,114 0 0
    Fork Lift 4,000 4,000 0 0
    18 ft Trailer - C&S Trailers 2,075 2,075 0 0
    CORDLESS PHONE 161 161 0 0
    Mobile Home & Improvements 47,907 11,359 36,548 36,548
    Land-Mobile Home Lot Improvements 26,550 0 26,550 26,550
    560 Bld Imprvmnts-Bathroom addn/rehab 3,394 805 2,589 2,589
    Tractor Implements-Equipment 13,000 13,000 0 0
    WINTERIZING PLUMB REPAIR 1,223 1,168 55 55
    FREEZE REPAIR RENTAL 821 784 37 37
    TRACTOR REPAIR 1,306 1,248 58 58
    RUN PVC 1,360 1,299 61 61
    FILL TANK 2,369 2,263 106 106
    COMPUTER 1,033 1,033 0 0
    MAJOR REPAIRS 14,110 2,323 11,787 11,787
    RANCH IMPROVEMENTS 13,587 0 13,587 13,587
    ROOF REPAIR 3,400 1,281 2,119 2,119
    REPAIR & SEAL ASPHALT 9,350 3,523 5,827 5,827
    52" RAPTOR MOWER 2,272 1,765 507 507
    COMPUTER 649 612 37 37
    6 x 10 Trailer 800 675 125 125

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investment in Gold Coins AT COST 42,000 42,000
    Investment in Insurance Company AT COST 40,000 40,000
    Investment in Stone FMV 582,597 582,597
    Investment in Anthem Holdings AT COST 25,000 25,000

    TY 2020 LegalFeesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 500 0   0


    TY 2020 OtherAssetsSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Refund Receivable 1,189    


    TY 2020 OtherDecreasesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Description Amount
    Prior Period Adjustment 7,735
    Federal Excise Tax-2019 1,030


    TY 2020 OtherExpensesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Postage and Delivery 504 0   0
    Dues & Subscriptions 951 0   0
    Supplies 430 0   0
    Bank Service Charges 3 0   0
    Safe Deposit Box Rental 147 0   0
    Office Expense 288 0   0
    Insurance 955 0   0
    Miscellaneous 122 0   0
    Equipment 468 0   0
    Repairs and Maintenance 40,921 40,921   0
    Automobile & truck 2,316 2,316   0
    Telephone 2,952 2,952   0
    Utilities 2,749 2,749   0
    Property Taxes 15,730 15,730   0


    TY 2020 OtherIncreasesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Description Amount
    Unrealized Gains 94,280


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Description Beginning of Year - Book Value End of Year - Book Value
    Credit Cards Payable 11,750 55,213
    Earnest Money Deposit 0 1,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Professional Fees - Other 12,304 7,384   0


    TY 2020 TaxesSchedule
    Name:
    Carl E Kessler Family Foundation
    EIN:
    75-2567397
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Property Taxes 9,248 0   0
    Foreign Tax 44 0   0