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
Sterling Family Foundation
 
% JAY EPSTEIN
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1837
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bellaire, TX774021837
A Employer identification number

04-6995246
B Telephone number (see instructions)

(713) 960-1706
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$7,406,825J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 46,291 46,291  
5a Gross rents............ 73,429 73,429  
b Net rental income or (loss) 7,791
6a Net gain or (loss) from sale of assets not on line 10 252,103
b Gross sales price for all assets on line 6a 5,878,581
7 Capital gain net income (from Part IV, line 2)... 252,103
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 220 220  
12 Total. Add lines 1 through 11........ 372,043 372,043  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,127 19,127    
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 1,052 1,052    
c Other professional fees (attach schedule).... Click to see attachment 31,903 31,903    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,764 41,236    
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 25,055 25,055    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 121,901 118,373   0
25 Contributions, gifts, grants paid....... 375,200 375,200
26 Total expenses and disbursements. Add lines 24 and 25 497,101 118,373   375,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -125,058
b Net investment income (if negative, enter -0-) 253,670
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............. 36,371 20,414 20,414
2 Savings and temporary cash investments......... 238,233 3,003,598 3,003,598
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,703 1,775 1,775
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,219,195 Click to see attachment2,344,657 2,245,928
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet856,691
Less: accumulated depreciation (attach schedule) bullet   856,691 856,691 2,135,110
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,352,193 6,227,135 7,406,825
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,352,193 6,227,135
29 Total net assets or fund balances (see instructions)..... 6,352,193 6,227,135
30 Total liabilities and net assets/fund balances (see instructions). 6,352,193 6,227,135
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
6,352,193
2
Enter amount from Part I, line 27a .....................
2
-125,058
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,227,135
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,227,135
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 363 ISHARES TR CORE S&P P 2020-03-25 2020-10-07
b 40 ISHARES TR IBOXX INV GRADE BD P 2020-04-09 2020-10-07
c 30 ISHARES TR GLOBAL TECH P 2020-03-25 2020-10-07
d 115 ISHARES TR BARCLAYS 20 YR TREAS BD P 2020-03-25 2020-04-09
e 178 ISHARES TR US FINL SVCS P 2020-06-04 2020-10-07
323 ISHARES TR CORE S&P P 2020-06-04 2020-10-07
447 ISHARES TR CORE MBS P 2020-03-25 2020-04-09
10 ISHARES TR INTERM CR BD P 2020-03-25 2020-03-30
1,273 ISHARES TR INTERM CR BD P 2020-03-25 2020-04-09
11 ISHARES TR DOW JONES MED DEV P 2020-04-09 2020-10-07
64 ISHARES TR MSCI EAFE GROWTH P 2020-04-09 2020-06-04
144 ISHARES TR MSCI EAFE GROWTH P 2020-04-09 2020-10-07
1,896 ISHARES TR US TREAS BD P 2020-03-25 2020-04-09
28 ISHARES TR MSCI USA MIN VOL P 2020-03-25 2020-03-30
199 ISHARES TR MSCI USA MIN VOL P 2020-03-25 2020-04-09
580 ISHARES US ETF SHORT MAT P 2020-03-25 2020-06-04
451 ISHARES US ETF SHORT MAT P 2020-03-25 2020-10-07
25 ISHARES TR EDGE MSCI P 2020-03-25 2020-03-30
736 ISHARES TR EDGE MSCI P 2020-03-25 2020-04-09
11 ISHARES TR EDGE MSCI P 2020-03-25 2020-03-30
420 ISHARES TR EDGE MSCI P 2020-03-25 2020-04-09
55 ISHARES TR CORE MSCI P 2020-03-25 2020-03-30
1,801 ISHARES TR CORE MSCI P 2020-03-25 2020-04-09
367 ISHARES TR CORE MSCI P 2020-06-04 2020-10-07
492 ISHARES INC CORE MSCI P 2020-03-25 2020-04-09
776 ISHARES INC ESG MSCI EM P 2020-03-25 2020-06-04
18 ISHARES TR 0-5 YR GH HIGH YIELD P 2020-03-25 2020-03-30
41 ISHARES TR MSCI USA ESG P 2020-03-25 2020-03-30
85 ISHARES TR MSCI USA ESG P 2020-03-25 2020-06-04
23.527 SH JPMORGAN SMALL -CAP P 2020-10-29 2020-12-08
37,331.706 SH RUSSELL US STRAT P   2020-10-23
780.215 SH RUSSELL US STRAT P 2019-12-19 2020-10-28
3,841.191 SH RUSSELL EMERG MKTS FUND P   2020-10-23
239.810 SH RUSSELL EMERG MKTS FUND P 2019-12-19 2020-10-28
174.116 SH RUSSELL INV GLOBAL REAL ESTATE P 2020-07-06 2020-10-28
4.651 SH RUSSELL INV GLOBAL REAL ESTATE P 2020-07-06 2020-10-28
14,825.136 SH RUSSELL OPPORT CREDIT P   2020-10-23
245.931 SH RUSSELL OPPORT CREDIT P   2020-10-28
4,286.740 SH RUSSELL COMMODITY STRAT P   2019-12-19
216.037 SH RUSSELL COMMODITY STRAT P 2019-12-19 2020-10-28
4,229.276 SH RUSSELL STRAT BOND P   2020-10-23
1,265.372 SH RUSSELL STRAT BOND P   2020-10-28
3,934.867 SH RUSSELL INTL DEV MKTS P   2020-10-23
176.441 SH RUSSELL INTL DEV MKTS P 2019-12-19 2020-10-28
2,899.099 SH RUSSELL US SMALL-CAP P   2020-10-23
96.005 SH RUSSELL US SMALL-CAP P 2019-12-19 2020-10-28
1,863.258 SH RUSSELL MULTI ASSET P 2019-12-19 2020-10-23
319.366 SH RUSSELL MULTI ASSET P 2019-12-19 2020-10-28
585.034 SH RUSSELL MULTI ASSET P 2020-07-06 2020-10-28
282.613 SH RUSSELL MULTI ASSET P 2020-07-06 2020-10-28
59,815.112 SH RUSSELL US STRAT EQU P    
12,021.051 SH RUSSELL EMERG MKTS P    
3,061.954 SH RUSSELL GLOB REAL ESTATE P    
10,212.845 SH RUSSELL OPPORT CREDIT P   2020-03-17
10,033.188 SH RUSSELL OPPORT CREDIT P   2020-10-23
181.800 SH RUSSELL OPPORT CREDIT P   2020-10-28
5,111.082 SH RUSSELL COMMOD STRAT P   2020-03-17
11,938.098 SH RUSSELL COMMOD STRAT P 2019-01-28 2020-10-23
63.696 SH RUSSELL COMMOD STRAT P   2020-10-28
43,145.037 SH RUSSELL STRAT BOND P 2018-12-31 2020-03-17
63,534.693 SH RUSSELL STRAT BOND P   2020-10-23
1,284.188 SH RUSSELL INTL DEV MKTS P   2020-03-17
627.950 SH RUSSELL INTL DEV MKTS P 2019-01-28 2020-04-06
500.624 SH RUSSELL INTL DEV MKTS P 2019-01-28 2020-09-08
10,447.020 SH RUSSELL INTL DEV MKTS P 2019-01-28 2020-10-23
50.712 SH RUSSELL INTL DEV MKTS P   2020-10-28
.178 SH RUSSELL US SMALL-CAP P 2018-12-21 2020-03-17
292.940 SH RUSSELL US SMALL-CAP P 2019-01-28 2020-03-17
287.738 SH RUSSELL US SMALL-CAP P 2019-01-28 2020-05-12
824.638 SH RUSSELL US SMALL-CAP P 2019-01-28 2020-09-08
5,325.008 SH RUSSELL US SMALL-CAP P 2019-01-28 2020-10-23
27.997 SH RUSSELL US SMALL-CAP P   2020-10-28
95,517.022 SH RUSSELL MULTI ASSET P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 111,023   92,622 18,401
b 5,367   5,255 112
c 7,231   5,446 1,785
d 18,914   18,970 -56
e 22,430   22,828 -398
23,964   22,962 1,002
49,260   48,877 383
548   546 2
71,985   69,453 2,532
3,366   2,698 668
5,365   4,749 616
13,041   10,686 2,355
52,872   52,914 -42
1,532   1,459 73
11,712   10,369 1,343
28,820   27,570 1,250
22,591   21,438 1,153
2,039   1,982 57
64,378   58,338 6,040
791   773 18
32,941   29,528 3,413
2,733   2,684 49
93,121   87,886 5,235
22,488   21,706 782
20,605   20,006 599
24,641   21,437 3,204
737   715 22
2,380   2,331 49
5,938   4,833 1,105
1,621   1,449 172
511,818   426,035 85,783
10,088   9,260 828
72,637   58,534 14,103
4,408   3,847 561
5,072   5,785 -713
128   154 -26
134,464   136,281 -1,817
2,221   2,261 -40
19,848   21,939 -2,091
976   1,104 -128
49,694   44,642 5,052
14,893   13,704 1,189
134,927   136,663 -1,736
5,696   6,106 -410
75,985   77,192 -1,207
2,358   2,543 -185
18,279   17,997 282
3,040   3,089 -6
5,570   5,686 -116
2,689   2,747 -58
733,060   682,633 50,928
289,026   244,702 44,324
87,049   101,487 -14,020
85,073   94,190 -7,165
91,001   92,231 -1,208
1,642   1,671 -29
19,831   26,158 -6,327
55,273   61,098 -5,794
288   325 -37
469,418   454,370 15,048
746,533   670,645 75,888
32,567   44,602 -12,035
17,187   21,810 -4,623
16,846   17,387 -541
358,228   362,838 -4,588
1,637   1,755 -118
3   5 -2
5,308   7,795 -2,487
5,890   7,661 -1,771
19,948   21,957 -2,009
139,568   141,784 -2,204
688   742 -54
901,932   923,649 -21,622
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
      1,360
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       18,401
b       112
c       1,785
d       -56
e       -398
      1,002
      383
      2
      2,532
      668
      616
      2,355
      -42
      73
      1,343
      1,250
      1,153
      57
      6,040
      18
      3,413
      49
      5,235
      782
      599
      3,204
      22
      49
      1,105
      172
      85,783
      828
      14,103
      561
      -713
      -26
      -1,817
      -40
      -2,091
      -128
      5,052
      1,189
      -1,736
      -410
      -1,207
      -185
      282
      -49
      -116
      -58
      50,427
      44,324
      -14,438
      -9,117
      -1,230
      -29
      -6,327
      -5,825
      -37
      15,048
      75,888
      -12,035
      -4,623
      -541
      -4,610
      -118
      -2
      -2,487
      -1,771
      -2,009
      -2,216
      -54
      -21,717
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 252,103
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 3,526
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,526
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,526
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,303
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,303
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,775
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,775 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNone
    14
    The books are in care ofbulletJAY EPSTEIN Telephone no.bullet (713) 960-1706

    Located atbullet2929 ALLEN PARKWAY 20TH FLOORHoustonTX ZIP+4bullet770197100
    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
     
    No
    ........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
    DANIEL DOMINGUEZ TRUSTEE
    2.0     		8,895 0 0
    4115 Jetty Terrace Circle
    Missouri City,TX77459
    JAY A EPSTEIN TRUSTEE
    3.0     		10,232 0 0
    PO Box 2708
    Bellaire,TX77402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,149,112
    b
    Average of monthly cash balances.......................
    1b
    1,149,763
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,136,686
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,435,561
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,435,561
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    111,533
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,324,028
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    366,201
    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
    366,201
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,526
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,526
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    362,675
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    362,675
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    362,675
    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
    375,200
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    375,200
    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
    375,200
    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 7 362,675
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 47,182
    b From 2016...... 2,070
    c From 2017......  
    d From 2018......  
    e From 2019...... 21,444
    fTotal of lines 3a through e........ 70,696
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 375,200
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 362,675
    e Remaining amount distributed out of corpus 12,525
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 83,221
    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......     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		47,182
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		36,039
    10 Analysis of line 9:
    a Excess from 2016.... 2,070
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 21,444
    e Excess from 2020.... 12,525
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Daniel Dominguez and Jay Epstein
    PO Box 1837
    Bellaire,TX774021837
    (713) 960-1706
    bThe form in which applications should be submitted and information and materials they should include:
    written proposal containing request for grant, purpose for which it will be used and IRS letter evidencing tax exempt status of the requesting organization
    cAny submission deadlines:
    none
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    none
    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
    Centro Familiar Cristiano
    11000 Dairy Ashford
    Sugarland,TX77487     		NONE PC to assist organization in providing educational services to young children and families to help develop language, social, emotional and creative skills 200,000
    Jewish Family Service
    PO Box 20528
    Houston,TX77225     		none PC to assist organization in providing financial assistance to low income Holocaust survivors in the greater Houston area 85,000
    Seven Acres Jewish Senior Care Services
    6200 N Braeswood
    Houston,TX77074     		none PC to assist organization with providing social and medical services to residents and elderly persons living in the community. Organization is the largest long-term care facility in Houston. 35,000
    The Center for Pursuit
    810 Marston St
    Houston,TX77019     		none PC to assist organization with promoting the pursuit of choice, growth and personal independence for adults with intellectual and developmental disabilities 3,000
    Dr Marnie Rose Foundation inc
    5300 n braeswood blvd 4-350
    houston,TX77096     		none PC to assist organization in its support of brain cancer research and pediatric health initiatives 2,500
    Texas Equusearch
    PO Box 395
    Dickinson,TX77539     		none PC to assist organization with providing volunteer horse mounted search and recovery for lost and missing persons nationwide 2,000
    Anixter Center
    6610 North Clark St
    Chicago,IL60626     		none PC to assist organization with providing an array of services and support for people with disabilities and related challenges to learn and work in the community 1,000
    St Jude's Children's Hospital
    PO Box 50
    Memphis,TN38101     		none PC to assist organization with advancing cures and means of prevention for pediatric catastrophic diseases through research and treatment regardless of the patient's ability to pay 2,500
    Make-A-Wish Foundation of America
    3550 North Central Ave Ste 300
    Phoenix,AZ85012     		none PC to assist organization with granting the wish of a child diagnosed with a critical illness 2,000
    Fisher House Foundation
    111 Rockville Pike Suite 420
    Rockville,MD20850     		none PC to assist organization with building comfort homes where military and veterans families can stay free of charge while a loved one is hospitalized 2,000
    Aishal House
    1955 University Blvd
    Houston,TX77030     		none PC to assist organization with providing residential assistance to patients and their families who come to the Texas Medical Center for treatment 1,000
    Jewish Community Center
    5601 South Braeswood Blvd
    Houston,TX77096     		none PC to assist organization with providing meals for homebound individuals age 60 or older who are incapacitated or disabled, through its "Meals on Wheels" program 1,000
    Holocaust Museum Houston
    5401 Caroline St
    Houston,TX77004     		none PC to assist organization with educational activities to make people aware of the dangers of prejudice, hatred and violence brought about during the Holocaust. Organization is the fourth largest memorial museum in the United States. 5,000
    Trueface
    300 Old Dawson Village Rd Ste 210
    Dawsonville,GA30534     		none PC to assist organization with its mission of advancing the relationship process of building trust with oneself and others 2,500
    Theater Under The Stars
    800 Bagby Ste 200
    Houston,TX77002     		none PC to assist organization with its mission of enriching life through the experience of quality musical theater and innovative education and community outreach 2,500
    HOPE Ministries
    PO Box 18120
    Atlanta,GA30316     		none PC to assist organization with providing counseling to individuals, couples and families and distributing supplies to disaster victims 1,500
    His Mansion Ministries
    395 Wolf Hill Raod
    Deering,NH03244     		none PC to assist organization with offering counseling and long term residential care to men and women with addiction and substance abuse problems 1,200
    Open Door Mission
    5803 Harrisburg Blvd
    Houston,TX77011     		none PC to assist organization with its mission of providing programs and facilities dedicated to transforming lives of severly addicted, destitute, homeless and disabled men 2,000
    Congregation Anshai Torah
    5501 Parker Road
    Plano,TX75093     		none PC To assist organization with enhancing security for its building and other educational activities 15,000
    Congregtion Beth Yeshurun Day School
    4525 Beechnut St
    Houston,TX77096     		none PC To assist organization in its operation of a school serving the Houston community. 5,000
    Houston Hillel
    1700 Bissonnet St
    Houston,TX77005     		None PC To assist this organization with its purpose of assisting students and young professional in the greater Houston Texas area 2,500
    Tunnels to Towers Foundation
    2361 Hylan Blvd
    Staten Island,NY10306     		none PC To assist this organization in its purpose of honoring our military and first responders who continue to make the supreme sacrifice of life and limb for our country 1,000
    Total .................................bullet 3a 375,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 46,291  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 7,791  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 220  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 252,103  
    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)..   306,405  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    306,405
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BDO USA LLP 1,052 1,052    

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

    TY 2020 DepreciationSchedule
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES (SCH ATT 2,344,657 2,245,928

    TY 2020 OtherExpensesSchedule
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LAND MAINTENANCE/MOWING 20,569 20,569    
    LIABILITY INSURANCE 3,498 3,498    
    HIGHWAY DEPT LICENSES 150 150    
    DRAINAGE FEES 655 655    
    POSTAL BOX 130 130    
    BANK CHARGES 53 53    


    TY 2020 OtherIncomeSchedule2
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Royalty income - Genesis Crude Oil LP 220 220  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 31,903 31,903    


    TY 2020 TaxesSchedule
    Name:
    Sterling Family Foundation
    EIN:
    04-6995246
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 40,766 40,766    
    FOREIGN TAXES WITHHELD ON DIV 464 464    
    PRODUCTION TAXES - ROYALTIES 6 6    
    FEDERAL EXCISE TAXES (2020) 3,528