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
VORSHECK FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)9293 WINFIELD COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEEKI WACHEE, FL34613
A Employer identification number

59-3686566
B Telephone number (see instructions)

(352) 592-6233
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$8,581,288
J 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) 270,126
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 141,406 141,406  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,818
b Gross sales price for all assets on line 6a 4,527,357
7 Capital gain net income (from Part IV, line 2)... 104,818
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........ 516,350 246,224  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,975 0   4,975
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,213 4,583   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 61,842 61,646   196
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,030 66,229   5,171
25 Contributions, gifts, grants paid....... 359,068 359,068
26 Total expenses and disbursements. Add lines 24 and 25 431,098 66,229   364,239
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 85,252
b Net investment income (if negative, enter -0-) 179,995
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............. 120,872 25,990 25,990
2 Savings and temporary cash investments......... 701,290 688,926 688,926
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) 1,963,858 Click to see attachment1,765,870 1,788,074
b Investments—corporate stock (attach schedule)....... 2,269,617 Click to see attachment2,259,166 3,708,560
c Investments—corporate bonds (attach schedule)....... 1,339,871 Click to see attachment1,745,085 1,858,641
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 507,168 Click to see attachment502,891 511,097
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) 6,902,676 6,987,928 8,581,288
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 6,902,676 6,987,928
29 Total net assets or fund balances (see instructions)..... 6,902,676 6,987,928
30 Total liabilities and net assets/fund balances (see instructions). 6,902,676 6,987,928
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
6,902,676
2
Enter amount from Part I, line 27a .....................
2
85,252
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,987,928
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,987,928
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-03953 P    
b PUBLICLY TRADED SECURITIES-03953 P    
c PUBLICLY TRADED SECURITIES-02702 P    
d PUBLICLY TRADED SECURITIES-02702 P    
e PUBLICLY TRADED SECURITIES-02701 P    
PUBLICLY TRADED SECURITIES-02701 P    
PUBLICLY TRADED SECURITIES-2700 P    
PUBLICLY TRADED SECURITIES-2700 P    
PUBLICLY TRADED SECURITIES-2699 P    
PUBLICLY TRADED SECURITIES-02699 P    
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 198,430   213,476 -15,046
b 116,803   107,597 9,206
c 15,099   26,819 -11,720
d 98,390   101,833 -3,443
e 32,707   45,473 -12,766
113,135   106,115 7,020
208,793   220,867 -12,074
143,956   149,031 -5,075
1,995,440   1,948,785 46,655
1,603,532   1,502,543 100,989
1,072     1,072
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       -15,046
b       9,206
c       -11,720
d       -3,443
e       -12,766
      7,020
      -12,074
      -5,075
      46,655
      100,989
      1,072
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 2 104,818
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 2,502
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 2,502
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 2,502
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 33
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,535
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletELIZABETH A VORSHECK Telephone no.bullet (352) 592-6233

    Located atbullet9293 WINFIELD COURTWEEKI WACHEEFL ZIP+4bullet34613
    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
    MICHELLE CONRAD DIRECTOR/ASSIST SECRETARY
    0.50
    0 0 0
    7566 WILSON RD
    FAIRVIEW,PA16415
    ELIZABETH A VORSHECK D/P/T/S
    0.50
    0 0 0
    9293 WINFIELD COURT
    WEEKI WACHEE,FL34613
    WILLIAM J VORSHECK JR DIRECTOR
    0.50
    0 0 0
    9293 WINFIELD COURT
    WEEKI WACHEE,FL34613
    WILLIAM J VORSHECK III DIRECTOR
    0.50
    0 0 0
    6405 ARBORWOOD DR
    ERIE,PA16505
    VALERIE GREENE DIRECTOR
    0.50
    0 0 0
    6200 RUHL RD
    FAIRVIEW,PA16415
    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
    7,078,706
    b
    Average of monthly cash balances.......................
    1b
    876,894
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,955,600
    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
    7,955,600
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    119,334
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,836,266
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    391,813
    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
    391,813
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,502
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,502
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    389,311
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    389,311
    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
    389,311
    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
    364,239
    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
    364,239
    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
    364,239
    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 7 389,311
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 359,068
    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$ 364,239
    a Applied to 2019, but not more than line 2a 359,068
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 5,171
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    384,140
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    ELIZABETH A VORSHECK
    WILLIAM J VORSHECK JR
    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
    ALEX'S LEMONADE STAND FOUNDATION
    111 PRESIDENTIAL BLVD S-203
    BALA CYNWYD,PA19004
    NONE PC GENERAL FUND 3,000
    ALZHEIMERS ASSOCIATION
    1600 PENINSULA DR
    ERIE,PA16505
    NONE PC GENERAL FUND 5,000
    AMERICAN PARTNERSHIP FOR EOSINOPHILIC DISORDER
    PO BOX 29545
    ATLANTA,GA30359
    NONE PC GENERAL FUND 1,500
    ANIMAL FRIENDS SOCIETY INC
    562 CAMP HORNE RD
    PITTSBURGH,PA15237
    NONE PC GENERAL FUND 200
    ANNA SHELTER
    1555 E 10TH ST
    ERIE,PA16511
    NONE PC GENERAL FUND 1,500
    BEACON HOUSE ADOPTION SERVICES INC
    3975 ONEAL LANE STE C
    BATON ROUGE,LA70816
    NONE PC GENERAL FUND 3,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH ST 8TH FLOOR
    NEW YORK,NY10022
    NONE PC GENERAL FUND 4,000
    CAMP NOTRE DAME
    PO BOX 74
    FAIRVIEW,PA16415
    NONE PC GENERAL FUND 9,000
    COMMUNITY COUNTRY DAY SCHOOL
    5800 OLD ZUCK RD
    ERIE,PA16506
    NONE PC GENERAL FUND 20,000
    COMMUNITY OF CARING
    245 EAST 8TH STREET
    ERIE,PA16503
    NONE PC GENERAL FUND 10,000
    CURED FOUNDATION FOR EOF DISEASE
    3333 BURNET AVE MLC 9002
    CINCINNATI,OH45229
    NONE PC GENERAL FUND 3,500
    DAVE THOMAS FOUNDATION FOR ADOPTION
    716 MT AIRYSHIRE BLVD S-100
    COLUMBUS,OH43235
    NONE PC GENERAL FUND 3,500
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FL
    NEW YORK,NY10006
    NONE PC GENERAL FUND 2,000
    EMMAUS SOUP KITCHENEMMAUS MINISTRIES
    345 E 9TH ST
    ERIE,PA16503
    NONE PC GENERAL FUND 50,000
    ERIE CITY MISSION
    1017 FRENCH ST
    ERIE,PA16501
    NONE PC GENERAL FUND 20,000
    FAIRVIEW SCHOOL DISTRICT FOUNDATION
    7460 MCCRAY RD
    FAIRVIEW,PA16415
    NONE PC GENERAL FUND 1,500
    FEEDING AMERICA
    5829 EHREN CUTOFF
    LAND O LAKES,FL34639
    NONE PC GENERAL FUND 20,000
    FLAGSHIP NIAGARA LEAGUE
    150 EAST FRONT ST
    ERIE,PA16507
    NONE PC GENERAL 6,000
    GANNON UNIVERSITY
    109 UNIVERSITY SQUARE
    ERIE,PA16501
    NONE PC SCHOLARSHIP FUNDING 700
    HUMANE ANIMAL RESCUE
    6620 HAMILTON AVENUE
    PITTSBURGH,PA15206
    NONE PC GENERAL FUND 200
    HUMANE SOCIETY OF THE NATURE COAST
    PO BOX 10328
    BROOKSVILLE,FL34603
    NONE PC GENERAL FUND 1,000
    INNER CITY NEIGHBORHOOD ART HOUSE
    201 E 10TH ST
    ERIE,PA16503
    NONE PC GENERAL FUND 30,000
    IROQUOIS SCHOOL DISTRICT FOUNDATION
    800 TYNDALL AVENUE
    ERIE,PA16511
    NONE PC GENERAL FUND 5,000
    JOHN CARROLL UNIVERSITY
    1 JOHN CARROLL BLVD
    UNIVERSITY HEIGHTS,OH44118
    NONE PC SCHOLARSHIP FUNDING 1,000
    MERCY CENTER FOR WOMEN
    1039 E 27TH ST
    ERIE,PA16504
    NONE PC GENERAL FUND 10,000
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY10163
    NONE PC GENERAL FUND 2,000
    NATIONAL AVIARY OF PITTSBURGH
    600 W OHIO ST
    PITTSBURGH,PA15212
    NONE PC GENERAL FUND 1,000
    NEW BLOSSOMS - NEW LIFE
    12251 EUREKA RD
    EDINBORO,PA16412
    NONE PC GENERAL FUND 5,000
    ORPHAN ANGELS
    5439 W LAKE ROAD
    ERIE,PA16505
    NONE PC GENERAL FUND 500
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVE SUITE 200
    MANHATTAN BEACH,CA90266
    NONE PC GENERAL FUND 6,000
    PENNSYLVANIA STATE UNIVERSITY
    2583 GATEWAY DR SUITE 130
    STATE COLLEGE,PA16801
    NONE PC WRESTLING PROGRAM 7,000
    PENNSYLVANIA STATE UNIVERSITY
    UNIVERSITY PARK
    STATE COLLEGE,PA16801
    NONE PC SCHOLARSHIP FUNDING 5,500
    PHSC FOUNDATION INC
    10230 RIDGE ROAD
    NEW PORT RICHEY,FL34654
    NONE PC JAN HILL SCHOLARSHIP 20,000
    PROSTATE CANCER FOUNDATION
    1250 FOURTH ST
    SANTA MONICA,CA90401
    NONE PC GENERAL FUND 2,000
    SAVE AN EYE FUND
    PO BOX 9364
    ERIE,PA16505
    NONE PC GENERAL FUND 5,000
    SECOND HARVEST FOOD BANK
    411 MERCY DR
    ORLANDO,FL32805
    NONE PC GENERAL FUND 30,000
    SHRINER'S HOSPITAL FOR CHILDREN-ERIE
    1645 WEST 8TH ST
    ERIE,PA16505
    NONE PC GENERAL FUND 5,000
    SIGHT CENTER OF NORTHWEST PENNSYLVANIA
    2545 WEST 26TH ST
    ERIE,PA16506
    NONE PC GENERAL FUND 26,268
    SLIPPERY ROCK UNIVERSITY OF PENNSYLVANIA
    1 MORROW WAY
    SLIPPERY ROCK,PA16057
    NONE PC SCHOLARSHIP FUNDING 1,400
    ST JUDE'S CHILDREN'S HOSPITAL
    501 ST JUDE PL
    MEMPHIS,TN38105
    NONE PC GENERAL FUND 3,000
    TEMPLE UNIVERSITY
    1803 N BROAD ST 216
    PHILADELPHIA,PA19122
    NONE PC SCHOLARSHIP FUNDING 1,400
    THE ACHIEVEMENT CENTER
    4950 W 23RD ST S-1
    ERIE,PA16506
    NONE PC GENERAL FUND 10,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVE
    PITTSBURGH,PA15260
    NONE PC SCHOLARSHIP FUNDING 1,400
    VISION FOR THE POOR
    300 STATE STREET SUITE 202
    ERIE,PA16507
    NONE PC GENERAL FUND 15,000
    Total .................................bullet 3a 359,068
    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....     14 141,406  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 104,818  
    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).. 0 246,224 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    246,224
    (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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number

    59-3686566
    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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number
    59-3686566
    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
    WILLIAM AND ELIZABETH VORSHECK
    9293 WINFIELD CT
     
    WEEKI WACHEE, FL34613

    $ 270,126


    (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.)
    (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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number

    59-3686566
    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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number

    59-3686566
    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:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,975 0   4,975

    TY 2020 AppliedToPriorYearElection
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Election:
    TAXPAYER, VORSCHECK FAMILY FOUNDATION, INC., EMPLOYER IDENTIFICATION NO. 59-3686566, HEREBY ELECTS UNDER REGS. 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $20,315 IT MADE IN 2013. THE TAXPAYER ELECTS THAT THE DISTRIBUTION BE ALLOCATED TO THE TAXABLE YEAR ENDING DECEMBER 31, 2011.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMER CORP NTS 82,888 87,713
    GOLDMAN SACHS GROUP INC 82,429 88,284
    CITIGROUP INC NTS B/E 91,638 91,540
    MORGAN STANLEY 85,184 86,614
    WELLS FARGO & CO NTS B/E 91,443 91,422
    BROADCOM CRP / CAYMN FI 86,006 86,469
    JPMORGAN CHASE & CO NTS 169,267 182,209
    WELLS FARGO & CO NTS B/E 85,000 87,370
    BANK OF AMER CORP 80,061 87,103
    CHENIERE CORP CHRISTI HD 87,322 93,102
    CHARTER COMM OPT LLC/CAP 86,824 87,109
    HOLLYFRONTIER CORP B/E 171,331 189,839
    MYLAN NV NTS B/E 82,124 85,810
    BOOKING HLDGS INC NTS 166,111 190,298
    ENERGY TRANSFER OPERATNG 88,065 94,160
    AT&T INC B/E 157,718 178,899
    ISHARES PFD & INCOME SECURITIES ETF 16,980 16,675
    CHICKEN SOUP FOR THE SOUL ENT CUML SER A 9.750% PREFERRED 3,300 3,235
    FARMLAND PARTNERS INC CUML SER B PFD RT 6.00 CLBL PV- 25 FXD TO FLOAT 4,895 5,195
    FORTRESS BIOTECH INC 9.375% CUML SER A 9.375% PREFERRED 6,352 6,360
    MEDALLION BANK UT 8% NCUM PFD SER F 8.000% PREFERRED 4,516 4,076
    NEW YORK MORTGAGE TRUST INC CUML 7.875% PREFERRED 4,368 3,873
    ONTRAK INC 9.5% SER A PFD CUML SER A 9.500% PREFERRED 6,747 6,476
    TRITON INTL LTD/BER CUML 8.000% PREFERRED 4,516 4,810

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 6,261 20,694
    ABBVIE INC COM 7,096 17,573
    ACCENTURE PLC IRELAND CL A 9,193 10,971
    ACTIVISION BLIZZARD INC 1,931 3,250
    ADOBE INC. (DELAWARE) 4,489 14,003
    ADVANCE AUTO PARTS INC 1,015 1,103
    ADVANCED MICRO DEVICES INC 2,328 12,839
    AGILENT TECHNOLOGIES INC 2,554 3,910
    AIR PROD & CHEMICAL INC 1,912 5,464
    ALLEGION PLC 2,572 6,750
    ALLIANT ENERGY CORP 1,555 1,700
    ALLSTATE CORP 4,301 5,606
    ALPHABET INC CL A 8,511 33,300
    ALPHABET INC CL C 10,450 38,541
    AMAZON.COM INC 4,946 74,909
    AMCOR PLC 2,389 3,578
    AMER ELECTRIC POWER CO 2,727 4,830
    AMERICAN TOWER CORP REIT 3,845 12,345
    AMERIPRISE FINANCIAL INC 1,267 4,858
    AMETEK INC (NEW) 1,811 2,298
    AMGEN INC 7,290 9,427
    ANALOG DEVICES INC 3,926 6,205
    APPLE INC 14,692 122,606
    APPLIED MATERIALS INC 4,722 21,316
    AT&T INC 4,197 4,515
    AUTOMATIC DATA PROCESSNG INC 3,044 5,286
    AUTOZONE INC 2,147 4,742
    BANK OF AMER CORP 6,976 7,699
    BECTON DICKINSON & CO 6,556 13,262
    BERKSHIRE HATHAWAY INC NEW CL B 13,202 26,665
    BLACKROCK INC 4,917 9,380
    BOEING COMPANY 6,458 10,703
    BOOKING HLDGS INC 2,105 2,227
    BROADCOM INC 7,041 11,384
    CABOT OIL & GAS CORP 3,968 3,761
    CATERPILLAR INC 3,640 6,007
    CBRE GROUP INC CL A 3,960 8,781
    CHEVRON CORP 4,667 4,560
    CHUBB LTD CHF 1,786 4,464
    CINTAS CORP 2,405 2,474
    CITIGROUP INC 3,974 6,166
    CLOROX CO 2,242 6,865
    COCA COLA CO COM 9,818 13,107
    COMCAST CORP NEW CL A 5,803 16,087
    CONCHO RESOURCES INC 518 700
    CONOCOPHILLIPS 6,174 7,638
    CONS EDISON CO (HOLDING CO) 2,088 2,674
    COOPER COMPANIES INC NEW 3,176 4,723
    COSTCO WHOLESALE CORP 5,465 7,159
    CROWN CASTLE INTL CORP REIT 2,092 3,184
    CSX CORPORATION 3,043 3,630
    CVS HEALTH CORP 2,590 4,781
    DANAHER CORP 1,776 12,218
    DEERE AND CO 2,883 5,650
    DIGITAL REALTY TRUST INC REIT 562 558
    DOLLAR GEN CORP NEW 1,484 4,416
    DOLLAR TREE INC 1,315 1,621
    DOW INC 1,830 2,498
    DUKE ENERGY CORP NEW 3,699 4,670
    DUPONT DE NEMOURS INC 1,890 2,773
    EASTMAN CHEMICAL CO 1,023 1,504
    EATON CORP PLC 3,106 4,806
    ECOLAB INC 2,923 5,625
    ELECTRONIC ARTS 1,285 4,595
    ENTERGY CORP NEW 1,886 1,997
    EQUINIX INC REIT 4,571 9,999
    EVERSOURCE ENERGY COM 931 3,114
    EXELON CORP 3,053 3,589
    EXXON MOBIL CORP 4,370 4,864
    FACEBOOK INC CL A 14,766 39,608
    FIFTH THIRD BANCORP 1,869 2,095
    FMC CORP NEW 1,150 2,069
    FORTIVE CORP 969 2,408
    GARMIN LTD SHS CHF 1,563 1,556
    GENL ELECTRIC CO 5,088 5,033
    GENL MILLS INC 1,828 2,764
    HALLIBURTON CO (HOLDING COMPANY) 4,103 10,622
    HASBRO INC 1,609 4,303
    HENRY JACK & ASSOC INC 3,130 3,402
    HERSHEY CO 1,838 3,047
    HOME DEPOT INC 8,789 21,250
    HONEYWELL INTL INC 4,537 7,445
    HUMANA INC 2,651 15,590
    ILLINOIS TOOL WORKS INC 2,236 9,990
    INTEL CORP 10,921 17,487
    INTERCONTINENTALEXCHANGE GROUP 4,941 7,609
    INTUIT 5,231 7,977
    INTUITIVE SURGICAL INC NEW 3,001 5,727
    IQVIA HLDGS INC 2,782 3,583
    JACOBS ENGINEERING GROUP INC 2,387 6,211
    JOHNSON & JOHNSON COM 15,586 28,014
    JPMORGAN CHASE & CO 11,012 29,861
    KANSAS CITY STHN NEW 1,611 2,245
    KELLOGG CO 3,594 3,983
    KEYSIGHT TECHNOLOGIES INC COM 2,771 6,340
    KIMBERLY CLARK CORP 3,136 5,933
    KRAFT HEINZ CO/THE 1,636 2,357
    LABORATORY CORP AMER HLDGS NEW 3,541 5,699
    LILLY ELI & CO 8,427 11,312
    LINDE PLC EUR 7,216 11,858
    LOCKHEED MARTIN CORP 1,960 8,875
    LOEWS CORP 1,689 2,386
    LOWES COMPANIES INC 3,677 14,125
    LYONDELLBASELL INDUSTRIES N V SHS - A - CL A EUR 1,934 1,925
    MARATHON PETROLEUM CO 407 1,324
    MARRIOTT INTL INC NEW CL A 1,367 1,979
    MARSH & MCLENNAN COS INC 3,060 3,510
    MASTERCARD INC CL A 3,570 32,482
    MCDONALDS CORP 5,321 14,162
    MERCK & CO INC NEW COM 641 654
    MICROSOFT CORP 24,478 81,406
    MONDELEZ INTL INC 6,245 9,297
    MOODYS CORP 3,254 7,546
    MORGAN STANLEY 3,047 6,305
    MSCI INC 3,782 6,251
    NASDAQ INC 2,730 4,646
    NETFLIX INC 5,286 8,111
    NEXTERA ENERGY INC COM 4,857 12,035
    NIKE INC CL B 4,987 12,166
    NISOURCE INC 1,896 2,546
    NORFOLK STHN CORP 4,653 12,831
    NVIDIA CORP 5,733 19,321
    O REILLY AUTOMOTIVE INC 1,481 3,621
    ORACLE CORP 7,765 15,590
    OTIS WORLDWIDE CORP 1,826 2,770
    PAYPAL HOLDINGS INC 9,011 16,160
    PEPSICO INC 3,401 4,301
    PFIZER INC 12,438 16,859
    PHILIP MORRIS INTL INC 3,571 5,878
    PHILLIPS 66 697 1,888
    PIONEER NAT RES CO 605 797
    PNC FINANCIAL SERVICES GROUP 2,639 4,023
    PPG INDUSTRIES INC 543 2,596
    PRICE T ROWE GROUP INC 3,559 6,056
    PROCTER & GAMBLE CO 13,858 25,602
    PROLOGIS INC COM 1,994 3,388
    PRUDENTIAL FINANCIAL INC 4,349 6,089
    RAYTHEON TECHNOLOGIES CORP 3,682 9,082
    ROLLINS INC 1,402 1,563
    ROSS STORES INC 1,868 8,105
    S&P GLOBAL INC 2,764 17,423
    SALESFORCE.COM INC 8,432 12,239
    SCHLUMBERGER LTD NETHERLANDS ANTILLES 863 1,004
    SHERWIN WILLIAMS CO 1,913 3,675
    SOUTHERN CO 3,268 4,362
    STARBUCKS CORP 4,862 9,414
    SYNOPSYS INC 3,100 5,185
    TARGET CORP 2,896 3,884
    TESLA INC 18,027 19,759
    TEXAS INSTRUMENTS 6,523 19,203
    THERMO FISHER SCIENTIFIC INC 5,961 13,508
    TJX COS INC NEW 2,376 4,644
    TRACTOR SUPPLY COMPANY 1,251 1,265
    TRANE TECHNOLOGIES PLC 1,945 8,274
    TRANSDIGM GROUP INC 1,592 3,094
    UNION PACIFIC CORP 4,876 8,745
    UNITED PARCEL SERVICE INC CL B 4,999 5,220
    UNITEDHEALTH GROUP INC 8,835 23,145
    VERIZON COMMUNICATIONS INC 11,642 15,569
    VERTEX PHARMACEUTICAL INC 5,481 5,909
    VIATRIS INC 13 19
    VISA INC CL A 9,269 20,123
    VONTIER CORP COM 79 334
    WALMART INC 8,768 19,604
    WALT DISNEY CO (HOLDING CO) DISNEY COM 10,047 27,358
    WASTE MGMT INC NEW 2,267 3,420
    WELLTOWER INC REIT 1,392 2,197
    WILLIS TOWERS WATSON PUB LTD CO 3,242 4,635
    XCEL ENERGY INC 2,289 5,267
    XILINX INC 3,063 5,387
    ZIMMER BIOMET HOLDINGS INC 3,764 6,164
    ABBVIE INC COM 8,720 14,037
    ALBEMARLE CORP 6,034 9,589
    ALEXANDRIA REAL ESTATE 11,241 15,683
    AMERICAN TOWER CORP REIT 4,845 8,529
    AMERICOLD REALTY TRUST REIT 5,371 6,309
    BLACKSTONE GROUP INC CL A 15,330 21,776
    BRISTOL MYERS SQUIBB CO 6,487 7,133
    BROADCOM INC 13,224 15,325
    BROOKFIELD RENEWABLE COR CAD 8,081 13,868
    BUNGE LIMITED 9,359 17,248
    CLEARWAY ENERGY INC CL C 4,033 4,374
    CROWN CASTLE INTL CORP REIT 10,328 17,511
    EATON CORP PLC 7,350 15,738
    EQUINIX INC REIT 13,142 19,997
    EURONAV SA 4,056 3,968
    GAMING & LEISURE PPTYS INC REIT 10,580 13,822
    HONEYWELL INTL INC 6,550 14,251
    INTL BUSINESS MACH 11,523 9,819
    INVITATION HOMES INC REIT 11,680 14,820
    KINDER MORGAN INC 6,693 4,593
    KRAFT HEINZ CO/THE 8,074 8,804
    L3 HARRIS TECHNOLOGIES INC 6,192 7,750
    NORTHROP GRUMMAN CORP 7,406 7,009
    SIMON PPTY GROUP INC SBI 8,626 9,466
    SL GREEN REALTY CORP 11,240 8,222
    TERRENO RLTY CORP SBI 4,048 3,979
    TIMKEN CO 10,938 17,097
    VICI PROPERTIES INC REIT 11,463 13,184
    WILLIAMS COS INC (DEL) 13,282 9,363
    EATON VANCE TAX MANAGED GLOBAL BUY WRITE OPPORTUNITIES FUND 5,063 7,134
    GLOBAL X FDS GLOBAL X MLP ETF 41,728 23,334
    SPDR BLOOMBERG BARCLAYS 16,069 18,628
    TORTOISE ENERGY INFRASTRUCTURE CORP 40,796 5,528
    AMERICAN HOMES 4 RENT CL A 7,611 8,490
    AUTOZONE INC 9,519 9,484
    BERRY GLOBAL GROUP INC 24,674 34,501
    CLEAN HARBORS INC 30,610 35,006
    CROWN HOLDINGS INC 27,666 49,298
    DOLLAR GEN CORP NEW 14,230 39,116
    FEDEX CORP 23,757 39,722
    FISERV INC 17,946 27,896
    GRAPHIC PACKAGING HOLDING CO 21,798 27,189
    KNIGHT-SWIFT TRANSN HLDGS INC 17,577 18,694
    LKQ CORP NEW 24,878 35,874
    MARTEN TRANSPORT LTD 2,240 7,512
    MASCO CORP 18,049 21,862
    NUANCE COMMUNICATIONS INC 11,011 32,098
    PROGRESSIVE CORP OHIO 22,641 42,222
    VERIZON COMMUNICATIONS INC 23,267 25,674
    ABB LTD SPON ADR 16,087 17,363
    AIA GROUP LTD SPON ADR 30,743 37,830
    AIR LIQUIDE ADR FRANCE ADR 5,003 6,677
    AIRBUS SE UNSPONSORED ADR 8,185 14,343
    AMERICA MOVIL S.A.B. DE C.V. 3,332 3,809
    ANHEUSER BUSCH INBEV SPON ADR 8,754 12,514
    AON PLC CL A 6,910 7,606
    ASAHI KAISEI CORP UNSPON ADR 11,687 12,834
    ASML HLDG NV SPON ADR 13,810 34,140
    ASSA ABLOY AB ADR 5,130 5,584
    ASTRAZENECA PLC SPON ADR 23,921 26,945
    B&M EUROPEAN VALUE RETAIL SA 5,376 5,990
    BANCO BILBAO VIZCAYA 10,761 10,784
    BEIGENE LTD SPON ADR 7,781 12,144
    BRITISH AMER TOBACCO PLC GB 17,942 18,408
    CARLSBERG AS SPON ADR 25,015 29,494
    CDN NATL RAILWAY CO CAD 6,701 7,909
    COMPAGNIE FINANCIERE RICHEMONT 8,942 8,358
    DAIICHI SANKYO CO LTD SPON ADR 5,574 9,561
    DAIKIN INDS LTD ADR 5,195 9,200
    DBS GROUP HLDGS LTD. SPON ADR 8,005 7,909
    DEUTSCHE BOERSE ADR 5,366 6,287
    DIAGEO PLC NEW GB SPON ADR 14,586 13,975
    DNB ASA SPON ADR 11,243 12,295
    DSV PANALPINA A/S ADR 7,389 13,107
    ENEL SPA ADR 20,073 29,638
    ENGIE SPON ADR 4,710 5,569
    ESSILORLUXOTTICA ADR 17,544 19,829
    FLUTTER ENTMT PLC ADR 3,923 5,528
    GALAPAGOS NV SPON ADR 14,627 7,819
    GENMAB A/S SPON ADR 9,751 21,631
    GIVAUDAN SA ADR 12,455 19,348
    GRIFOLS S A CL B SPON ADR 5,333 4,407
    HDFC BANK LTD ADR REPSTG 3 ORD 6,845 8,671
    HERMES INTL SCA ADR 8,536 12,434
    HONG KONG EXCHANGES & CLEARING 7,672 12,919
    HOYA CORP SPON ADR 7,606 13,740
    HUTCHISON CHINA MEDITECH LTD 5,091 6,820
    IBERDROLA SA SPON ADR 14,680 21,908
    INDUSTRIA DE DISENO TEXTIL IND 10,846 10,683
    JARDINE MATHESON HD-UNSP ADR 4,708 6,578
    KERING S A UN SPONSORED ADR 18,251 26,082
    KEYENCE CORP ORD JPY 23,679 46,167
    KONINKLIJKE PHILIPS NV SPON 8,437 10,617
    LONDON STK EXCHANGE 24,053 34,479
    LOREAL CO ADR FRANCE ADR 15,539 22,236
    LVMH MOET HENNESSY LOUIS NEW 7,328 11,350
    MERCADOLIBRE INC 9,588 20,103
    MURATA MFG CO LTD ADR 4,396 8,949
    NESTLE S A SPONSORED ADR 20,937 25,916
    NIDEC CORP ADR 3,475 13,092
    NIPPON TELEG & TEL CORP SPON 9,463 9,715
    NITORI HLDGS CO LTD ADR 7,604 8,091
    NOVO NORDISK ADR DENMARK ADR 22,076 31,572
    PERNOD RICARD SA ADR 13,194 14,496
    PROSUS N V SPON ADR 4,399 6,268
    RECKITT BENCKISER PLC SPON ADR 14,948 17,613
    RECRUIT HLDGS CO LTD UN 4,658 7,149
    RELX PLC SPON ADR 18,295 19,185
    RIO TINTO PLC SPON ADR 4,164 5,190
    ROYAL KPN N.V. SPON ADR 10,070 10,175
    SAFRAN SA ADR 28,438 28,474
    SAP SE SPON ADR 12,251 21,123
    SHIN ETSU CHEM CO LTD ADR 13,409 23,090
    SHIONOGI & CO LTD ADR 13,785 13,590
    SMC CORP YEN SHS ORD JPY 12,437 20,616
    SOFTBANK GROUP CORP ADR 10,788 16,276
    STMICROELECTRONICS N.V EUR 7,677 8,500
    STRAUMANN HLDG AG ADR 9,315 14,786
    SUZUKI MOTOR CORP LTD ADR 6,046 6,727
    TAIWAN SEMICONDUCTOR MFG CO 18,741 48,959
    TENCENT HLDGS LTD ADR 15,476 23,005
    TERUMO CORP ADR 10,059 12,309
    TFI INTL INC CAD 7,262 8,872
    TOKYO ELECTRON LTD ADR 6,074 6,458
    TOTAL SE SPON ADR 9,362 8,298
    UNICHARM CORP SPON ADR 11,021 18,959
    UNILEVER PLC AMER SHS NEW SPON 4,204 4,104

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    US Government Securities - End of Year Book Value:

    1,765,870
    US Government Securities - End of Year Fair Market Value:

    1,788,074
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOND INTEREST PURCHASED AT COST 10,787 10,787
    CULLEN EMERGING MARKETS AT COST 492,104 500,310

    TY 2020 OtherExpensesSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 61,507 61,507   0
    ANNUAL REPORT 70 0   70
    MISCELLANEOUS EXPENSES 126 0   126
    BANK FEES 139 139   0


    TY 2020 TaxesSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 4,583 4,583   0
    EXCISE TAX 630 0   0