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
THE JOHN & KATHERINE DUDA FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 620257
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVIEDO, FL327620257
A Employer identification number

59-3041359
B Telephone number (see instructions)

(407) 365-2111
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$6,197,330J 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) 39,100
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,199 86,199  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -67,039
b Gross sales price for all assets on line 6a 1,586,556
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........ 58,260 86,199  
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)....... Click to see attachment 2,571 1,286   1,285
c Other professional fees (attach schedule).... Click to see attachment 21,227 21,227   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,293 338   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,125 563   562
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,216 23,414   1,847
25 Contributions, gifts, grants paid....... 245,650 245,650
26 Total expenses and disbursements. Add lines 24 and 25 274,866 23,414   247,497
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -216,606
b Net investment income (if negative, enter -0-) 62,785
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............. 11,858 1,662 1,662
2 Savings and temporary cash investments......... 901,049 3,021 3,021
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.......... 7,600    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,783,261 Click to see attachment3,206,661 4,304,376
c Investments—corporate bonds (attach schedule)....... 1,567,584 Click to see attachment1,842,907 1,888,271
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 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) 5,271,352 5,054,251 6,197,330
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........ 4,324,646 5,270,857
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 946,706 -216,606
29 Total net assets or fund balances (see instructions)..... 5,271,352 5,054,251
30 Total liabilities and net assets/fund balances (see instructions). 5,271,352 5,054,251
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
5,271,352
2
Enter amount from Part I, line 27a .....................
2
-216,606
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,054,746
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
495
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,054,251
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 - ACCT 130001 P 2020-01-01 2020-12-31
b PUBLICLY TRADED SECURITIES - ACCT 130001 P 2020-01-01 2020-12-31
c CAPITAL GAINS DIVIDENDS P    
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 99,224   123,337 -24,113
b 1,372,573   1,530,258 -157,685
c 114,759     114,759
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       -24,113
b       -157,685
c       114,759
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 -67,039
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................................ 1 873
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........................... 3 873
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- ..... 5 873
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,995
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 3,995
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 3,122
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,122 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.JKDF.ORG
    14
    The books are in care ofbulletLINDA NICHOLS Telephone no.bullet (407) 365-2111

    Located atbulletPO BOX 620257OVIEDOFL ZIP+4bullet327620257
    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
    LINDA DUDA NICHOLS PRESIDENT/DIRECTOR
    1.00     		0 0 0
    3900 N CR 426
    GENEVA,FL32732
    AUDREY DUDA STINSON VICE PRESIDENT/DIRECTOR
    0.50     		0 0 0
    2436 MIKLER ROAD
    OVIEDO,FL32765
    MEGAN DODD SECRETARY/DIRECTOR
    0.50     		0 0 0
    4704 NOTTINGHAM ROAD
    JACKSONVILLE,FL32210
    MARK EDWARD DINGWELL TREASURER/DIRECTOR
    0.50     		0 0 0
    81630 WAR ADMIRAL DRIVE
    LA QUINTA,CA92253
    ASHLEY FROMM DIRECTOR
    0.50     		0 0 0
    100 MAGNOLIA STREET APT 5103
    JACKSONVILLE,FL32204
    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
    5,427,887
    b
    Average of monthly cash balances.......................
    1b
    140,991
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,568,878
    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
    5,568,878
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    83,533
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,485,345
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    274,267
    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
    274,267
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    873
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    873
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    273,394
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    273,394
    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
    273,394
    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
    247,497
    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
    247,497
    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
    247,497
    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 7 273,394
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 21,158
    b From 2016...... 14,169
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 35,327
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 247,497
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 247,497
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 25,897 25,897
    (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 9,430
    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 ......     		9,430
    10 Analysis of line 9:
    a Excess from 2016.... 9,430
    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).)
    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
    ARTS IN THE ARMED FORCES INC
    220 36TH S T UNIT 8520
    BROOKLYN,NY11232     		N/A PC ADDING PROGRAMMING SO AITAF CAN IMPACT MORE MILITARY SERVICE MEN, WOMEN AND THEIR FAMILIES AROUND THE WORLD 4,400
    BLESSINGS FOR BABIES
    556 BUCKHORN DR
    WINTER SPRINGS,FL32708     		N/A PC ASSISTANCE TO STRUGGLING FAMILIES WITH BABIES IN THE NICU IN CENTRAL FLORIDA. FUNDS GIVEN ARE USED TO PURCHASE NECESSARY SUPPLIES LIKES CAR SEATS, DIAPERS, BOTTLES, AND MUCH MORE. 2,000
    BRIGHT BLESSINGS
    1150 CREWS RD SUITE C
    MATTHEWS,NC28105     		N/A PC USED FOR THE FOUR PROGRAMS OF THE ORGANIZATION: BLESS-A-BIRTHDAY, BLESS-A-BABY, GIFT OF LITERACY, AND GIFT OF CARE. 22,200
    BROOKE USA
    2333 ALEXANDRIA DR
    LEXINGTON,KY40504     		N/A PC BROOKE USA'S CAMPAIGN, WOMEN 4 DONKEYS, WILL FUND PROGRAMS IN KENYA THAT WILL IMPROVE THE QUALITY OF LIFE FOR WOMEN, THEIR FAMILIES, AND THEIR ANIMALS. HELP US FUND THIS PROGRAM WHICH WILL TEACH WOMEN IMPORTANT ANIMAL HUSBANDRY AND OTHER SKILLS. 4,400
    CANCER PATIENTS ALLIANCE
    312 112 FOUNTAIN AVE
    PACIFIC GROVE,CA93950     		N/A PC INSURE THAT THE POOR (MOSTLY FARMWORKERS AND THEIR FAMILIES) WITH CANCER IN THE SALINAS VALLEY REGION OF MONTEREY COUNTY HAVE FULL ACCESS TO ACCEPTABLE CANCER TREATMENT AND CARE 2,200
    CENTRAL FLORIDA FAIR
    4603 W COLONIAL OR
    ORLANDO,FL32808     		N/A PC BUILDING A BRAND NEW MUCH NEEDED LIVESTOCK PAVILION FOR THE EXPOSITION OF LIVESTOCK IN THE 4H AND FFA SCHOOL PROGRAMS 13,200
    CHANGED CHOICES
    PO BOX 34367
    CHARLOTTE,NC28234     		N/A PC SUPPORT THE TWO MAIN PROGRAMS OF CHANGED CHOICES: CARE 1 (WHILE A WOMAN IS STILL INCARCERATED) AND CARE 2 (AS SHE RETURNS TO THE COMMUNITY). THIS INCLUDES MENTAL, EMOTIONAL, AND SPIRITUAL CARE ALONG WITH PHYSICAL NEEDS LIKE JOBS AND EDUCATION. 2,200
    CHRIST LUTHERAN CHURCH CAPE CANAVERAL
    7511 N ATLANTIC AVE
    CAPE CANAVERAL,FL32920     		N/A PC OUTREACH MINISTRIES 4,400
    CHRISTIAN STUDY CENTER OF GAINESVILLE
    112 NW 16TH ST
    GAINESVILLE,FL32603     		N/A PC GENERAL FUNDING OF CHRISTIAN STUDY CENTER ACTIVITIES, SUCH AS: HOSTING FREE CLASSES, OFFERING FREE PUBLIC LECTURES, MAINTAINING THE DAILY OPERATIONS OF PASCAL'S COFFEEHOUSE, ETC. 7,900
    CITY HARVEST
    6 EAST 32ND ST 5TH FLOOR
    NEW YORK,NY10016     		N/A PC TO BE USED FOR COVID-19 FOOD BANK RELIEF EFFORTS IN BROOKLYN AND QUEENS. 4,400
    DETROIT HORSE POWER
    PO BOX 2270043
    DETROIT,MI48238     		N/A PC TO MAINTAIN OUR DEDICATED STAFF OFTALENTED YOUTH DEVELOPMENT PROFESSIONALS WHO WILL BE FACILITATING OUR SUMMER HORSECAMPS ONCE WE RESUME IN-PERSON SESSIONS 2,000
    DEVEREUX VIERA
    8000 DEVEREUX DR
    MELBOURNE,FL32940     		N/A PC USED TO SUPPORT CHILDREN AND ADOLESCENTS FACING SIGNIFICANT EMOTIONAL, BEHAVIORAL AND DEVELOPMENTAL CHALLENGES. 4,400
    EAGLE RANCH
    5500 UNION CHURCH ROAD
    FLOWERY BRANCH,GA30542     		N/A PC USED FOR EAGLE RANCH'S DAILY OPERATIONAL EXPENSES 4,400
    ELLA'S CLOSET
    PO BOX 220
    PAHOKEE,FL33476     		N/A PC PURCHASING BABY GEAR AND TOILETRIES 6,600
    FAITH LUTHERAN CHURCH
    280 E MERRITT AVE
    MERRITT ISLAND,FL32952     		N/A PC GENERAL OUTREACH 4,400
    FAMILY PROMISE OF HALL COUNTY INC
    3606 MCEVER ROAD
    OAKWOOD,GA30566     		N/A PC USED TO PROVIDE FOOD AND RENT FOR MANY HOMELESS AND LOW INCOME FAMILIES IN HALL COUNTY. 4,400
    FEAR NOT MINISTRIES
    317 SK CENTER ST
    MCALLEN,TX78501     		N/A PC MISSION WORK IN PRISONS AND IN IMPOVERISHED AREAS 2,200
    FOOD FOR THOUGHT OUTREACH
    174 WATERCOLOR WAYSUITE 103 286
    SANTA ROSA,FL32459     		N/A PC USED TO BUY FOOD AND DISTRIBUTED TO FAMILIES IN NEED 4,400
    FOOD IN NEED OF DISTRIBUTION INC
    83775 OTRUS AVE
    INDIO,CA92201     		N/A PC TO PURCHASE FOOD TO FEED FAMILIES 4,400
    GATEWAY TRINITY LUTHERAN CHURCH
    11381 GATEWAY BTVD
    FORT MYERS,FL33913     		N/A PC HELP COMPLETE THE EXPANSION OF THE CAMPUS MULTIPURPOSE CENTER (PRIMARILY FOR CHILDREN AND YOUTH), TO FOSTER GROWTH OF THE CHURCH'S MINISTRY. 4,400
    HEART TO HEART INTERNATIONAL
    PO BOX 15566
    LENEXA,KS66285     		N/A PC TO HELP WITH SUPPLIES TO PATIENTS AND MEDICAL STAFF IN THE U.S. AND WORLDWIDE DURING THE COVID-19 CRISIS 4,400
    HOPE HELPS INC
    812 EYRIE DRIVE
    OVIEDO,FL32765     		N/A PC PROVIDING FOOD AND CLOTHING TO THOSE HARDEST HIT BY THE COVID19 CRISIS 4,400
    INTERNATIONAL CHRISTIAN RESPONSE USA
    PO BOX 611
    LYNDEN,WA98264     		N/A PC THIS WILL BE USED TO MEET THE NEEDS OF PERSECUTED CHRISTIANS. MANY HAVE NO WAY OF BUYING FOOD DURING THE LOCK-DOWN, SO THIS WILL PROVIDE FOOD AND SUPPLIES TO THEIR FAMILIES DURING THIS PANDEMIC. 4,400
    INTERNATIONAL COMMUNITY SCHOOL
    4800 HOWELL BRANCH RD
    WINTER PARK,FL32792     		N/A PC USED TO ENHANCE THE LIVES OF THE DEAF AND HARD OF HEARING THROUGHOUT THE UNITED STATES 2,400
    LUTHERAN CHURCH OF THE REDEEMER
    1545 CHAIN BRIDGE ROAD
    MCLEAN,VA22101     		N/A PC HELP PURCHASE ITEMS THAT HAVE BEEN REQUESTED--FOOD FROM LISTS DISTRIBUTED BY A LOCAL FOOD PANTRY OR TO PURCHASE GROCERY STORE CARDS 2,400
    LUTHERAN COUNSELING SERVICES INC
    1505 ORCHID AVE
    WINTER PARK,FL32789     		N/A PC USED TO SUPPORT THE VISION AND OUTREACH 24,400
    LUTHERAN FRIENDS OF THE DEAF
    40 FROST MILL ROAD
    MILL NECK,NY11765     		N/A PC USED TO ENHANCE THE LIVES OF THE DEAF AND HARD OF HEARING THROUGHOUT THE UNITED STATES 13,200
    LUTHERAN WORLD RELIEF
    PO BOX 17061
    BALTIMORE,MD21297     		N/A PC DISASTER RELIEF 2,200
    MAN IN THE MIRROR
    1375 STATE ROAD 436
    CASSELBERRY,FL32707     		N/A PC USED FOR SALARIES AND FACILITIES NECESSARY TO PRESENT WEEKLY FORGE BIBLE STUDIES AIMED AT CENTRAL FLORIDA MEN 3,400
    MERCY HEALTH CENTER
    700 OGLETHORPE AVE
    ATHENS,GA30606     		N/A PC FUND MEDICAL SERVICES RANGING FROM PRIMARY CARE, DENTAL, PHARMACEUTICAL, BEHAVIORAL HEALTH, AND WELLNESS TO THE LOW-INCOME, UNINSURED POPULATION IN ATHENS, GA 4,400
    NATIVIDAD FOUNDATION
    PO BOX 4428
    SALINAS,CA93912     		N/A PC TO BUY MEDICAL EQUIP. FOR THE UNDERSERVED IN THE SALINAS VALLEY (MOSTLY FARMWORKER FAMILIES) 1,750
    NEW LIFE MISSION
    PO BOX 362203
    MELBOUME,FL32936     		N/A PC USED TO PROVIDE FINANCIAL SUPPORT SO THAT SERVICES CAN BE OFFERED CONSISTENTLY AND PREDICTABLY TO THE HOMELESS WOMEN AND CHILDREN THEY SERVE. 4,400
    NORTHWEST HARVEST
    PO BOX 122N
    SEATTLE,WA98102     		N/A PC THE DISTRIBUTION OF HEALTHY FOOD TO COMMUNITIES ACROSS THE STATE 22,400
    ORTEGA UNITED METHODIST CHURCH
    4807 ROOSEVELT BLVD
    JACKSONVILLE,FL32210     		N/A PC USED TO SUPPORT ORTEGA UNITED METHODIST AND ITS MISSIONS AND OUTREACH PROGRAMS IN OUR COMMUNITY 2,200
    PALMETTO ANIMAL ASSISTED LIFE SERVICES
    221 N GRAMPIAN HILLS RD
    COLUMBIA,SC29223     		N/A PC USED FOR TRAINING SERVICE DOGS FOR PEOPLE WITH DISABILITIES, THEY SERVE THE COMMUNITY THROUGH THEIR SCHOOL READING PROGRAMS AND PRISON REHABILITATION TRAINING PROGRAMS 4,400
    POBLO INTERNATIONAL
    35555 GARFIELD RD
    CLINTON TOWNSHIP,MI48035     		N/A PC TO FUND A GROUP OF IMMIGRANT WOMEN SEWING 200 MASKS A WEEK TO PROVIDE MEDICAL WORKERS IN THE FIELD RESPONDING TO THE COVID19 CRISIS 2,200
    REDEEMING LIFE OUTREACH MINISTRIES
    PO BOX 1496
    SANFORD,FL32772     		N/A PC GENERAL USE FOR MINISTRY 4,400
    RIO BRAVO MINISTRIES
    PO BOX 2512
    MTSSION,TX78572     		N/A PC USED FOR THE CHILDREN'S HOME, SCHOOLS, AND COMMUNITY OUTREACH FOR THE CHILDREN IN THE REYNOSA, MEXICO AREA 2,200
    SECOND STORY
    PO BOX 694
    DUNN LORING,VA22027     		N/A PC USED TO HELP WITH RENT ASSISTANCE 2,000
    SMYRNA FIRST UNITED METHODIST PRESCHOOL
    PO BOX 813636
    SMYMA,GA30081     		N/A PC USED TO HELP CONTINUE TO SUPPORT THE SCHOOL AS A MINISTRY OF THE CHURCH IN PROVIDING A PROGRAM THAT WILL FOSTER DEVELOPMENT OF THE WHOLE CHILD: EMOTIONALLY, INTELLECTUALLY, SOCIALLY, PHYSICALLY, AND SPIRITUALLY 4,400
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		N/A PC RESEARCH AND TREATMENT WITH TREATMENT AT NO COST TO FAMILIES 4,400
    ST LUKE'S CONCERT SERIES
    2021 W STATE ROAD 26
    OVIEDO,FL32765     		N/A PC USED FOR COSTS TO PLAN, HOST AND STIPEND MUSICIANS AND CONDUCTORS AS THEY PERFORM VARIOUS CONCERTS IN ST. LUKE'S LUTHERAN CHURCH 1,000
    ST PAUL'S EPISCOPAL CHURCH
    1071 PARAJO ST
    SALINAS,CA93901     		N/A PC TO SUPPORT THE MINISTRY 2,200
    T K MARTIN CENTER
    PO BOX 9736
    STARKVILLE,MS39762     		N/A PC USED TO HELP CHILDREN AND ADULTS WITH SPECIAL NEEDS 4,400
    THE ORPHAN DOOR
    314 SPEERS VALLEY CIRCLE
    BRANDON,MS39042     		N/A PC USED TO HELP SUPPLY A CHRISTIAN ORPHANAGE IN GUATEMALA WITH GENERAL SUPPLIES (INCLUDING MEDICAL) FOR THE NUMEROUS CHILDREN WHO LIVE THERE. 4,400
    TRINITY FITNESS RIVERSIDE INC
    1734 LONDONDERRV RD
    JACKSONVILLE,FL32210     		N/A PC USED TO KEEP THE DOORS OPEN TO THIS CHRIST-CENTERED GYM 4,400
    Total .................................bullet 3a 245,650
    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 86,199  
    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 -67,039  
    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 19,160 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19,160
    (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
    THE JOHN & KATHERINE DUDA FOUNDATION
    INC
    Employer identification number

    59-3041359
    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
    THE JOHN & KATHERINE DUDA FOUNDATION
    INC         		Employer identification number
    59-3041359
    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
    A DUDA & SONS INC
     
    PO BOX 620257
     
    OVIEDO, FL32762

    		$ 39,100


    (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
    THE JOHN & KATHERINE DUDA FOUNDATION
    INC         		Employer identification number

    59-3041359
    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
    THE JOHN & KATHERINE DUDA FOUNDATION
    INC         		Employer identification number

    59-3041359
    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:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,571 1,286   1,285

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAPITAL GROUP CORE BOND FUND 1,553,751 1,595,844
    SHORT TERM BOND FD OF AMERICA CLASS F3 289,156 292,427

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Name of Stock End of Year Book Value End of Year Fair Market Value
    THE NEW ECONOMY FUND CLASS F3 665,200 973,246
    NEW PERSPECTIVE FUND CLASS F3 660,258 986,028
    NEW WORLD FUND CLASS F3 342,969 491,824
    CAPITAL GROUP US EQUITY FUND CLASS M 1,538,234 1,853,278

    TY 2020 OtherAssetsSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ORGANIZATION COSTS 2,475 2,475 2,475
    ACCUMULATED DEPRECIATION -2,475 -2,475 -2,475


    TY 2020 OtherDecreasesSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Description Amount
    PRIOR PERIOD ADJUSTMENT 495


    TY 2020 OtherExpensesSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEES & LICENSES 70 35   35
    INSURANCE EXPENSES 789 395   394
    BANK CHARGES 98 49   49
    WEBSITE FEES 168 84   84


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 21,227 21,227   0


    TY 2020 SubstantialContributorsSch
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Name Address
    A DUDA SONS INC PO BOX 620257
    OVIEDO,FL32762


    TY 2020 TaxesSchedule
    Name:
    THE JOHN & KATHERINE DUDA FOUNDATION
     
    INC
    EIN:
    59-3041359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 3,955 0   0
    FOREIGN TAX WITHHOLDINGS 338 338   0