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 07-01-2020 , and ending 06-30-2021
Name of foundation
HISLOP FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

39-6735003
B Telephone number (see instructions)

(888) 866-3275
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$521,859J 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... 8,751 8,739  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,871
b Gross sales price for all assets on line 6a 133,099
7 Capital gain net income (from Part IV, line 2)... 18,871
8 Net short-term capital gain......... 0
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........ 27,622 27,610  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 3,500 0 0 3,500
c Other professional fees (attach schedule).... Click to see attachment 5,498 3,299   2,199
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,272 105   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 16     16
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,286 3,404 0 5,715
25 Contributions, gifts, grants paid....... 22,855 22,855
26 Total expenses and disbursements. Add lines 24 and 25 35,141 3,404 0 28,570
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,519
b Net investment income (if negative, enter -0-) 24,206
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 20 4,830 4,830
2 Savings and temporary cash investments......... 16,980 12,983 12,983
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 172,024 Click to see attachment159,840 215,898
c Investments—corporate bonds (attach schedule)....... 85,697 Click to see attachment98,692 96,882
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 162,672 Click to see attachment152,621 191,266
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) 437,393 428,966 521,859
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
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........ 437,393 428,966
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 437,393 428,966
30 Total liabilities and net assets/fund balances (see instructions). 437,393 428,966
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
437,393
2
Enter amount from Part I, line 27a .....................
2
-7,519
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3
4
Add lines 1, 2, and 3 ..........................
4
429,877
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
911
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
428,966
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 17. AES CORP COM   2020-06-10 2020-09-24
b 15. AES CORP COM   2020-06-10 2020-09-25
c 16. AES CORP COM   2020-06-10 2020-09-28
d 10. AES CORP COM   2020-06-10 2020-09-29
e 8. AES CORP COM   2020-06-10 2020-10-14
18. AES CORP COM   2020-06-10 2020-10-15
17. AES CORP COM   2020-06-10 2020-10-16
21. AES CORP COM   2020-06-10 2020-10-19
1. ALIBABA GROUP HOLDING LT   2020-06-10 2021-01-21
1. ALIBABA GROUP HOLDING LT   2020-06-10 2021-06-09
9. ALLY FINANCIAL INC   2020-06-10 2021-01-21
7. ALLY FINANCIAL INC   2020-06-10 2021-06-09
13. ALTRIA GROUP INC   2020-06-10 2020-09-01
2. ALTRIA GROUP INC   2020-06-10 2020-09-02
17. ALTRIA GROUP INC   2020-06-10 2020-11-02
7. ALTRIA GROUP INC   2020-06-10 2020-11-03
15. ALTRIA GROUP INC   2020-06-10 2020-12-01
12. ALTRIA GROUP INC   2020-06-10 2020-12-14
20. ALTRIA GROUP INC   2020-06-10 2021-01-05
1. ANTHEM INC   2020-08-19 2021-06-09
1. APPLE INC   2020-06-10 2020-07-27
2. APPLE INC   2020-06-10 2020-08-18
4. APPLE INC   2020-06-10 2020-09-01
2. APPLE INC   2020-06-10 2020-09-10
8. APPLE INC   2020-06-10 2020-12-01
17. APPLE INC   2020-06-10 2021-01-19
15. APPLE INC   2020-06-10 2021-01-20
2. APPLE INC   2020-06-10 2021-01-21
3. APPLE INC   2020-06-10 2021-02-19
4. APPLE INC   2020-06-10 2021-06-09
3000. APPLE INC   2020-06-10 2021-05-10
4. APPLIED MATERIALS INCORPORATED   2020-07-27 2021-01-21
3. APPLIED MATERIALS INCORPORATED   2020-07-27 2021-06-09
10. BAE SYSTEMS PLC   2020-06-10 2021-06-09
3000. BB&T CORPORATION   2020-06-10 2020-11-23
12. BP AMOCO P L C SPONSORED ADR   2020-06-10 2021-06-09
3. BERKSHIRE HATHAWAYINC   2020-06-10 2021-01-21
1. BERKSHIRE HATHAWAYINC   2020-06-10 2021-06-09
1. BIOGEN INC   2020-06-10 2020-11-03
2. BIOGEN INC   2020-06-10 2020-11-04
1. BIOGEN INC   2020-06-10 2021-01-21
2. BIOGEN INC   2020-06-10 2021-05-17
2. BIOGEN INC   2020-06-10 2021-05-21
1. BIOGEN INC   2020-06-10 2021-05-24
1. BOOKING HLDGS INC   2020-06-10 2020-08-27
4. CBRE GROUP INC   2020-06-10 2021-06-09
3. CDK GLOBAL INC   2020-06-10 2021-01-21
4. CDK GLOBAL INC   2020-06-10 2021-06-09
3. CHEVRON CORP   2020-06-10 2021-01-21
11. CHEVRON CORP   2020-06-10 2021-03-05
1. CHEVRON CORP   2020-06-10 2021-03-24
3. CHEVRON CORP   2020-06-10 2021-03-25
1. CHEVRON CORP   2020-06-10 2021-03-26
3. CHEVRON CORP   2020-06-10 2021-04-14
5. CHEVRON CORP   2020-06-10 2021-04-15
2. CHEVRON CORP   2020-06-10 2021-04-16
1. CHEVRON CORP   2020-06-10 2021-04-19
10. CISCO SYSTEMS INCORPORATED   2020-06-10 2021-01-21
3. CISCO SYSTEMS INCORPORATED   2020-06-10 2021-06-09
15. COCA-COLA CO/THE   2020-08-27 2021-04-26
1. COCA-COLA CO/THE   2020-08-27 2021-06-09
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-01-21
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-03-19
13. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-03-22
11. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-03-23
5. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-04-05
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-04-06
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-04-26
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-06-10 2021-04-27
15. COMCAST CORP   2020-06-10 2020-07-22
7. COMCAST CORP   2020-06-10 2021-01-21
1. COMCAST CORP   2020-06-10 2021-06-09
1. CONOCOPHILLIPS   2020-06-10 2021-06-09
5. DOWDUPONT INC   2020-06-10 2021-01-21
14. DOWDUPONT INC   2020-06-10 2021-05-04
5. DR HORTON INC   2020-06-10 2020-07-23
10. DR HORTON INC   2020-06-10 2020-07-24
3. DOLLAR GENERAL CORP   2020-06-10 2020-12-01
2. DOLLAR GENERAL CORP   2020-06-10 2021-01-05
1. DOLLAR GENERAL CORP   2020-06-10 2021-01-21
4. DOLLAR GENERAL CORP   2020-06-10 2021-01-26
1. DOLLAR GENERAL CORP   2020-06-10 2021-01-27
5. DOLLAR TREE INC   2020-06-10 2021-01-21
2. DOLLAR TREE INC   2020-06-10 2021-06-09
3. EQT CORP   2021-03-05 2021-06-09
3. FACEBOOK INC   2020-06-10 2020-08-11
2. FACEBOOK INC   2020-06-10 2021-01-21
1. FACEBOOK INC   2020-06-10 2021-06-09
1. FLEETCOR TECHNOLOGIS INC   2020-07-02 2021-06-09
5. FORTIVE CORP   2020-06-10 2021-01-21
2. FORTIVE CORP   2020-06-10 2021-06-09
7. FOX CORP   2020-07-22 2021-01-21
6. FOX CORP   2020-07-22 2021-03-02
11. FOX CORP   2020-07-23 2021-03-02
8. FOX CORP   2020-07-23 2021-03-03
3. FOX CORP   2020-07-23 2021-06-09
5. GENERAL MOTORS CO   2020-06-10 2021-01-21
8. GENERAL MOTORS CO   2020-06-10 2021-06-09
1. HUBBELL INC   2020-06-10 2020-09-18
1. HUBBELL INC   2020-06-10 2020-09-21
1. HUBBELL INC   2020-06-10 2020-09-22
1. HUBBELL INC   2020-06-10 2020-09-23
1. HUBBELL INC   2020-06-10 2020-10-02
1. HUBBELL INC   2020-06-10 2020-10-05
1. HUBBELL INC   2020-06-10 2020-10-06
1. HUBBELL INC   2020-06-10 2020-10-23
1. HUBBELL INC   2020-06-10 2020-10-26
2. HUBBELL INC   2020-06-10 2020-10-27
1. HUBBELL INC   2020-06-10 2020-11-12
2. HUBBELL INC   2020-06-10 2020-11-13
1. HUBBELL INC   2020-06-10 2020-11-16
2. HUBBELL INC   2020-06-10 2020-11-17
1. HUMANA INC   2020-11-13 2021-01-21
2. INTERCONTINENTAL EXCHANGE INC   2020-12-01 2021-06-09
22. ISHARES RUSSELL 1000 GROWTH   2020-06-10 2021-05-04
2. ISHARES RUSSELL 1000 GROWTH   2020-06-10 2021-06-09
28. ISHARES CORE MSCI EAFE ETF   2016-06-06 2021-05-04
23. ISHARES CORE MSCI EAFE ETF   2016-06-06 2021-06-09
44. ISHARES CORE DIVIDEND GROWTH ETF   2020-06-10 2021-05-04
21. ISHARES CORE DIVIDEND GROWTH ETF   2020-06-10 2021-06-09
4. J P MORGAN CHASE & CO COM   2020-06-10 2021-01-21
2. J P MORGAN CHASE & CO COM   2020-06-10 2021-06-09
.2 KONINKLIJKE PHILIPS ELECTRS N V   2020-06-10 2020-07-09
13. KONINKLIJKE PHILIPS ELECTRS N V   2020-06-10 2020-10-02
3. KONINKLIJKE PHILIPS ELECTRS N V   2020-06-10 2021-01-21
3. KONINKLIJKE PHILIPS ELECTRS N V   2020-06-10 2021-06-09
2. LABORATORY CORP AMER HLDGS COM NEW   2020-06-10 2021-01-21
1. LABORATORY CORP AMER HLDGS COM NEW   2020-06-10 2021-06-09
1. LAS VEGAS SANDS CORP   2021-02-19 2021-06-09
4. LOWES COMPANIES INC COM   2020-06-10 2020-08-14
3. LOWES COMPANIES INC COM   2020-06-10 2020-08-19
1. LOWES COMPANIES INC COM   2020-06-10 2021-01-21
3. LOWES COMPANIES INC COM   2020-06-10 2021-04-16
1. LOWES COMPANIES INC COM   2020-06-10 2021-06-09
7. MICROSOFT CORPORATION   2020-06-10 2021-01-21
3. MICROSOFT CORPORATION   2020-06-10 2021-06-09
1. MORGAN STANLEY   2020-10-06 2020-10-06
3. MORGAN STANLEY   2020-06-10 2021-01-21
3. MORGAN STANLEY   2020-06-10 2021-06-09
1. NORFOLK SOUTHERN CORP   2020-06-10 2021-01-21
1. NORFOLK SOUTHERN CORP   2020-06-10 2021-06-09
3. NOVO-NORDISK A S ADR   2020-06-10 2021-01-21
1. NOVO-NORDISK A S ADR   2020-06-10 2021-06-09
1. O'REILLY AUTOMOTIVE INC   2020-06-10 2021-01-21
3. OTIS WORLDWIDE CORP REG   2020-06-10 2021-01-21
3. OTIS WORLDWIDE CORP REG   2020-06-10 2021-06-09
17. PFIZER INC   2020-06-10 2020-09-10
15. PFIZER INC   2020-06-10 2020-10-14
12. PFIZER INC   2020-06-10 2020-10-27
27. PFIZER INC   2020-06-10 2020-11-13
29. PFIZER INC   2020-06-10 2020-11-16
2. QUANTA SERVICES INC   2020-06-10 2020-11-03
13. QUANTA SERVICES INC   2020-06-10 2020-11-04
3. QUANTA SERVICES INC   2020-06-10 2020-11-05
3. QUANTA SERVICES INC   2020-06-10 2020-12-14
4. QUANTA SERVICES INC   2020-06-10 2020-12-15
2. QUANTA SERVICES INC   2020-06-10 2021-01-21
2. QUANTA SERVICES INC   2020-06-10 2021-02-05
4. QUANTA SERVICES INC   2020-06-10 2021-02-08
2. QUANTA SERVICES INC   2020-06-10 2021-02-09
3. QUANTA SERVICES INC   2020-06-10 2021-02-19
4. QUANTA SERVICES INC   2020-06-10 2021-02-22
1. QUANTA SERVICES INC   2020-06-10 2021-06-09
12. RAYMOND JAMES FINANCIAL INC   2020-06-10 2021-01-12
2. RAYMOND JAMES FINANCIAL INC   2020-06-10 2021-01-26
1. RAYMOND JAMES FINANCIAL INC   2020-06-10 2021-01-27
3. RAYMOND JAMES FINANCIAL INC   2020-06-15 2021-01-27
3. RAYMOND JAMES FINANCIAL INC   2020-06-15 2021-01-28
1. REINSURANCE GROUP OF AMERICA INC   2020-10-14 2021-01-11
1. REINSURANCE GROUP OF AMERICA INC   2020-10-15 2021-01-12
1. REINSURANCE GROUP OF AMERICA INC   2020-10-16 2021-01-12
1. REINSURANCE GROUP OF AMERICA INC   2020-10-19 2021-01-13
1. REINSURANCE GROUP OF AMERICA INC   2020-10-20 2021-01-13
1. REINSURANCE GROUP OF AMERICA INC   2020-10-20 2021-02-05
2. REINSURANCE GROUP OF AMERICA INC   2020-10-21 2021-02-08
1. REINSURANCE GROUP OF AMERICA INC   2020-11-02 2021-02-09
1. REINSURANCE GROUP OF AMERICA INC   2020-11-03 2021-02-09
1. REINSURANCE GROUP OF AMERICA INC   2020-10-21 2021-02-09
1. REINSURANCE GROUP OF AMERICA INC   2020-11-03 2021-02-10
1. REINSURANCE GROUP OF AMERICA INC   2020-11-04 2021-02-10
1. REINSURANCE GROUP OF AMERICA INC   2020-11-04 2021-02-11
5. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-01-21
3. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-04-29
4. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-04-30
3. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-05-12
3. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-05-13
3. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-05-18
3. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-05-19
1. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-06-09
4. ROBERT HALF INTERNATIONAL INC   2020-06-10 2021-06-18
1. ROBERT HALF INTERNATIONAL INC   2020-06-18 2021-06-21
1. ROBERT HALF INTERNATIONAL INC   2020-06-19 2021-06-21
2. ROBERT HALF INTERNATIONAL INC   2020-06-19 2021-06-22
2. ROBERT HALF INTERNATIONAL INC   2020-06-19 2021-06-23
1. ROBERT HALF INTERNATIONAL INC   2020-06-19 2021-06-24
1. ROBERT HALF INTERNATIONAL INC   2020-06-19 2021-06-25
3. ROSS STORES INC   2020-06-10 2021-06-09
2000. ROYAL BANK OF CANADA   2020-06-18 2021-04-30
6. SANOFI ADR   2020-06-10 2021-01-21
1. SANOFI ADR   2020-06-10 2021-06-09
7. TAIWAN S MANUFCTRING ADR   2020-06-10 2020-07-27
6. TAIWAN S MANUFCTRING ADR   2020-06-10 2020-08-11
4. TAIWAN S MANUFCTRING ADR   2020-06-10 2021-01-21
2. TAIWAN S MANUFCTRING ADR   2020-06-10 2021-06-09
13. TRUIST FINL CORP   2020-06-10 2020-12-14
1. TRUIST FINL CORP   2020-06-10 2020-12-15
25. TRUIST FINL CORP   2020-06-10 2021-04-21
13. US BANCORP DEL   2020-06-10 2020-10-15
3. US BANCORP DEL   2020-06-10 2020-10-16
12. US BANCORP DEL   2020-06-10 2020-12-01
8. US BANCORP DEL   2020-06-10 2020-12-08
8. US BANCORP DEL   2020-06-10 2020-12-09
6. UNILEVER PLC W/I (UK/USD) US9047677045   2020-06-10 2021-01-21
3. UNILEVER PLC W/I (UK/USD) US9047677045   2020-06-10 2021-06-09
1000. US BANCORP   2020-06-10 2020-11-23
2000. U.S. TREASURY BOND   2020-06-10 2021-05-10
3000. U.S. TREASURY NOTE   2020-06-10 2021-02-23
1000. U.S. TREASURY NOTE   2020-06-10 2021-05-10
2000. U.S. TRSY INFLATION NTE   2020-06-10 2021-01-20
2000. U.S. TREASURY NOTE   2020-06-10 2021-03-24
2000. U.S. TREASURY NOTE   2020-06-10 2021-01-20
2000. U.S. TREASURY NOTE   2020-11-23 2021-01-20
3000. U.S. TREASURY NOTE   2021-05-10 2021-06-29
1. UNITEDHEALTH GROUP INC   2020-06-10 2021-01-21
1. UNITEDHEALTH GROUP INC   2020-06-10 2021-06-09
9. VERIZON COMMUNICATIONS INC   2020-06-10 2020-07-02
9. VERIZON COMMUNICATIONS INC   2020-06-10 2020-07-10
17. VERIZON COMMUNICATIONS INC   2020-06-10 2020-08-11
1. VISA INC   2020-06-10 2021-06-09
3000. VISA INC   2020-06-10 2020-09-25
7. VODAFONE GROUP PLC   2020-09-24 2021-01-21
5. VODAFONE GROUP PLC   2020-09-25 2021-01-21
9. VODAFONE GROUP PLC   2020-09-25 2021-06-09
2. VODAFONE GROUP PLC   2020-09-28 2021-06-09
.4 VONTIER CORP   2020-10-15 2020-10-16
7. VONTIER CORP   2020-06-10 2021-01-05
7. VONTIER CORP   2020-06-10 2021-01-06
2. VONTIER CORP   2020-06-10 2021-01-07
4. WALMART INC   2020-06-10 2020-09-18
2. WALMART INC   2020-06-10 2021-01-21
4. WALMART INC   2020-06-10 2021-03-02
15. WALMART INC   2020-06-10 2021-03-26
3000. WALMART INC   2020-06-10 2020-11-23
1000. WELLS FARGO & COMPANY   2020-06-10 2021-03-24
3. WORLD WRESTLING ENTERTAINMENT INC   2021-03-02 2021-06-09
2. WORLD WRESTLING ENTERTAINMENT INC   2021-03-03 2021-06-09
10. AXALTA COATING SYSTEMS   2020-06-10 2021-06-09
3. NXP SEMICONDUCTORS N.V.   2020-06-15 2021-01-11
5. NXP SEMICONDUCTORS N.V.   2020-06-15 2021-01-20
(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 306   227 79
b 268   200 68
c 287   214 73
d 180   134 46
e 157   107 50
356   241 115
338   227 111
418   281 137
260   222 38
215   222 -7
360   197 163
384   153 231
561   546 15
87   84 3
619   715 -96
261   294 -33
606   631 -25
516   504 12
819   841 -22
391   285 106
379   352 27
926   704 222
534   352 182
237   176 61
982   704 278
2,172   1,496 676
1,982   1,320 662
274   176 98
387   264 123
508   352 156
3,202   3,178 24
430   252 178
406   189 217
305   271 34
3,092   3,081 11
334   320 14
705   584 121
288   195 93
247   295 -48
665   590 75
269   295 -26
564   590 -26
568   590 -22
284   295 -11
1,892   1,752 140
357   206 151
152   135 17
214   179 35
277   297 -20
1,196   1,089 107
105   99 6
312   297 15
106   99 7
313   297 16
517   495 22
206   198 8
103   99 4
452   476 -24
163   143 20
805   725 80
56   48 8
324   231 93
460   346 114
997   750 247
844   635 209
401   289 112
159   115 44
318   231 87
718   519 199
639   623 16
344   291 53
56   42 14
60   47 13
207   149 58
689   418 271
318   278 40
636   556 80
658   567 91
416   378 38
208   189 19
826   756 70
203   189 14
540   457 83
200   183 17
68   54 14
781   712 69
546   475 71
334   237 97
272   255 17
351   289 62
143   116 27
217   181 36
229   155 74
420   289 131
317   210 107
114   79 35
275   145 130
512   231 281
140   132 8
134   132 2
135   132 3
133   132 1
138   132 6
140   132 8
140   132 8
153   132 21
148   132 16
298   263 35
153   132 21
311   263 48
159   132 27
312   263 49
413   433 -20
222   214 8
5,561   4,252 1,309
517   387 130
2,065   1,540 525
1,787   1,265 522
2,202   1,755 447
1,068   838 230
541   433 108
327   217 110
9   9  
607   596 11
166   138 28
170   138 32
456   352 104
261   176 85
56   60 -4
618   520 98
475   390 85
173   130 43
624   390 234
192   130 62
1,583   1,359 224
762   583 179
39     39
225   145 80
279   145 134
246   190 56
275   190 85
218   199 19
83   66 17
473   419 54
191   179 12
242   179 63
611   613 -2
551   541 10
450   433 17
1,038   974 64
1,074   1,046 28
135   80 55
825   521 304
196   120 76
206   120 86
276   160 116
155   80 75
152   80 72
306   160 146
154   80 74
232   120 112
312   160 152
94   40 54
1,245   944 301
198   157 41
96   79 17
287   214 73
298   214 84
115   103 12
117   103 14
117   104 13
115   105 10
115   105 10
110   105 5
223   210 13
114   103 11
114   104 10
114   105 9
112   104 8
112   103 9
112   103 9
340   280 60
265   168 97
351   224 127
264   168 96
265   168 97
267   168 99
262   168 94
91   56 35
345   224 121
88   52 36
88   51 37
176   102 74
176   102 74
89   51 38
90   51 39
362   300 62
2,000   2,000  
298   309 -11
53   52 1
580   403 177
470   346 124
536   230 306
234   115 119
597   557 40
46   43 3
1,413   1,070 343
509   525 -16
117   121 -4
531   485 46
359   323 36
364   323 41
360   321 39
181   160 21
1,025   1,024 1
1,977   2,308 -331
3,256   3,296 -40
1,071   1,095 -24
2,416   2,286 130
2,041   2,038 3
2,083   2,128 -45
2,083   2,121 -38
2,954   2,965 -11
355   307 48
404   307 97
496   522 -26
490   522 -32
995   985 10
232   201 31
3,148   3,152 -4
123   94 29
88   67 21
165   120 45
37   27 10
12     12
230   175 55
235   175 60
69   50 19
546   486 60
290   243 47
522   486 36
2,020   1,824 196
3,224   3,217 7
1,030   1,028 2
205   159 46
137   104 33
319   236 83
521   325 196
877   541 336
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       79
b       68
c       73
d       46
e       50
      115
      111
      137
      38
      -7
      163
      231
      15
      3
      -96
      -33
      -25
      12
      -22
      106
      27
      222
      182
      61
      278
      676
      662
      98
      123
      156
      24
      178
      217
      34
      11
      14
      121
      93
      -48
      75
      -26
      -26
      -22
      -11
      140
      151
      17
      35
      -20
      107
      6
      15
      7
      16
      22
      8
      4
      -24
      20
      80
      8
      93
      114
      247
      209
      112
      44
      87
      199
      16
      53
      14
      13
      58
      271
      40
      80
      91
      38
      19
      70
      14
      83
      17
      14
      69
      71
      97
      17
      62
      27
      36
      74
      131
      107
      35
      130
      281
      8
      2
      3
      1
      6
      8
      8
      21
      16
      35
      21
      48
      27
      49
      -20
      8
      1,309
      130
      525
      522
      447
      230
      108
      110
       
      11
      28
      32
      104
      85
      -4
      98
      85
      43
      234
      62
      224
      179
      39
      80
      134
      56
      85
      19
      17
      54
      12
      63
      -2
      10
      17
      64
      28
      55
      304
      76
      86
      116
      75
      72
      146
      74
      112
      152
      54
      301
      41
      17
      73
      84
      12
      14
      13
      10
      10
      5
      13
      11
      10
      9
      8
      9
      9
      60
      97
      127
      96
      97
      99
      94
      35
      121
      36
      37
      74
      74
      38
      39
      62
       
      -11
      1
      177
      124
      306
      119
      40
      3
      343
      -16
      -4
      46
      36
      41
      39
      21
      1
      -331
      -40
      -24
      130
      3
      -45
      -38
      -11
      48
      97
      -26
      -32
      10
      31
      -4
      29
      21
      45
      10
      12
      55
      60
      19
      60
      47
      36
      196
      7
      2
      46
      33
      83
      196
      336
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 18,871
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................................ 1 336
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........................... 3 336
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- ..... 5 336
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,164
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,164 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$   (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)
    bulletWI
    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 addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 W 47TH STREET NY8-114-07-07 AFNEW YORKNY ZIP+4bullet100361510
    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
    BARBARA BOARD TRUSTEE
    2     		0    
    777 E WISCONSIN AVE
    MILWAUKEE,WI53202
    MARGARET WEST TRUSTEE
    2     		0    
    777 E WISCONSIN AVE
    MILWAUKEE,WI53202
    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.........................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
    476,771
    b
    Average of monthly cash balances.......................
    1b
    10,080
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    486,851
    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
    486,851
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,303
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    479,548
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    23,977
    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
    23,977
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    336
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    336
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    23,641
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    23,641
    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
    23,641
    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
    28,570
    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
    28,570
    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
    28,570
    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 23,641
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 13,855
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 28,570
    a Applied to 2019, but not more than line 2a 13,855
    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..... 14,715
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		8,926
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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
    DOOR COUNTY MARITIME MUSEUM
    120 N MADISON AVE
    STURGEON BAY,WI54235     		N/A PC UNRESTRICTED GENERAL 2,000
    BIRCH CREEK MUSIC PERFORMANCE
    PO BOX 230
    EGG HARBOR,WI54209     		N/A PC UNRESTRICTED GENERAL 855
    LAWRENCE UNIVERSITY OF WISCONSIN
    NORTHERN TRUST CO
    711 E BOLDT WAY
    APPLETON,WI54911     		N/A PC UNRESTRICTED GENERAL 5,000
    PENINSULA SINGERS
    PO BOX 611
    STURGEON BAY,WI54235     		N/A PC UNRESTRICTED GENERAL 4,000
    THIRD AVENUE PLAYHOUSE INC
    PO BOX 843
    STURGEON BAY,WI54235     		N/A PC UNRESTRICTED GENERAL 5,000
    DOOR COUNTY COMMUNITY FDN
    222 N 3RD AVE
    STURGEON BAY,WI54235     		N/A PC UNRESTRICTED GENERAL 2,000
    THE CLEARING
    PO BOX 65
    ELLISON BAY,WI54210     		N/A PC UNRESTRICTED GENERAL 1,000
    WRITE ON DOOR COUNTY INC
    4177 JUDDVILLE ROAD
    FISH CREEK,WI54212     		N/A PC UNRESTRICTED GENERAL 3,000
    Total .................................bullet 3a 22,855
    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 8,751  
    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 18,871  
    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)..   27,622  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    27,622
    (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:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 3,500     3,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3135G0Q22 FEDERAL NATL MTG ASS 3,187 3,147
    38141GGS7 GOLDMAN SACHS GROUP 2,056 2,062
    912828YV6 U.S. TREASURY NOTE 3,119 3,096
    912828Y38 U.S. TRSY INFLATION    
    912803CK7 U.S. TREASURY PRIN S 3,709 3,492
    907818EY0 UNION PACIFIC CORP 2,291 2,295
    912810QU5 U.S. TREASURY BOND 3 5,258 4,774
    912810RH3 U.S. TREASURY BOND 5,147 4,804
    912828Z94 U.S. TREASURY NOTE    
    035242AN6 ANHEUSER-BUSCH INBEV 2,421 2,478
    037833CU2 APPLE INC    
    06406RAN7 BANK OF NY MELLON CO 2,057 2,054
    912828V98 U.S. TREASURY NOTE 4,372 4,277
    9128286T2 U.S. TREASURY NOTE 3,381 3,240
    912810RT7 U.S. TREASURY BOND    
    172967FT3 CITIGROUP INC 1,020 1,023
    92826CAC6 VISA INC    
    931142EK5 WALMART INC    
    37045XCJ3 GENERAL MOTORS FINL    
    06367WHH9 BANK OF MONTREAL 4,249 4,284
    912810SJ8 U.S. TREASURY BOND 3,502 3,110
    912828YF1 U.S. TREASURY NOTE 6,094 6,099
    61746BEG7 MORGAN STANLEY 2,507 2,507
    78013XKG2 ROYAL BANK OF CANADA    
    91159HHP8 US BANCORP    
    94974BFC9 WELLS FARGO & COMPAN    
    05531FAX1 BB&T CORPORATION    
    20030NCS8 COMCAST CORP 4,467 4,484
    46647PBT2 JPMORGAN CHASE & CO 4,007 3,951
    92343VGH1 VERIZON COMMUNICATIO 4,058 4,086
    91282CBD2 U.S. TREASURY NOTE 8,000 7,993
    91282CBQ3 U.S. TREASURY NOTE 6,907 6,897
    91282CAW1 U.S. TREASURY NOTE 2,002 1,997
    05526DBR5 BAT CAPITAL CORP 4,011 3,973
    912810SR0 U.S. TREASURY BOND 1,719 1,728
    126650DJ6 CVS HEALTH CORP 3,408 3,361
    912810SS8 U.S. TREASURY BOND 1,901 1,797
    95000U2S1 WELLS FARGO & COMPAN 2,053 2,075
    912810ST6 U.S. TREASURY BOND 1,789 1,798

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Name of Stock End of Year Book Value End of Year Fair Market Value
    12508E101 CDK GLOBAL INC 2,628 2,832
    50540R409 LABORATORY CORP AMER 3,172 4,965
    904784709 UNILEVER NV    
    74762E102 QUANTA SERVICES INC 1,282 2,898
    778296103 ROSS STORES INC 1,951 2,604
    92826C839 VISA INC 6,013 7,015
    02079K305 ALPHABET INC SHS 4,374 7,325
    02209S103 ALTRIA GROUP INC    
    17275R102 CISCO SYSTEMS INC 4,218 4,664
    037833100 APPLE INC 5,719 8,902
    00130H105 AES CORP/VA    
    91324P102 UNITEDHEALTH GROUP I 4,631 6,007
    20825C104 CONOCOPHILLIPS 2,863 3,837
    23331A109 DR HORTON INC    
    500472303 KONINKLIJKE PHILIPS 1,881 2,038
    548661107 LOWES COMPANIES INC 1,300 1,940
    594918104 MICROSOFT CORP COM 9,709 13,545
    92343V104 VERIZON COMMUNICATIO    
    37045V100 GENERAL MOTORS CO 2,455 5,029
    670100205 NOVO NORDISK A/S ADR 1,657 2,094
    68902V107 OTIS WORLDWIDE CORP 1,732 2,371
    80105N105 SANOFI-SYNTHELABO 3,622 3,686
    931142103 WAL MART STORES INC    
    05523R107 BAE SYSTEMS PLC 2,247 2,488
    084670702 BERKSHIRE HATHAWAYIN 3,954 5,836
    09857L108 BOOKING HLDGS INC    
    166764100 CHEVRONTEXACO CORP    
    902973304 US BANCORP DEL    
    G0750C108 AXALTA COATING SYSTE 1,959 2,500
    02079K107 ALPHABET INC SHS 4,375 7,519
    269246401 E*TRADE FINANCIAL CO    
    30303M102 FACEBOOK INC 4,986 7,302
    34959J108 FORTIVE CORP 1,968 2,371
    443510607 HUBBELL INC    
    46625H100 J P MORGAN CHASE & C 3,357 4,822
    02005N100 ALLY FINANCIAL INC 1,574 3,588
    055622104 BP P L C SPONS ADR 1,573 1,559
    172967424 CITIGROUP INC    
    20030N101 COMCAST CORP 4,330 5,759
    22052L104 DOWDUPONT INC 3,191 4,745
    256677105 DOLLAR GENERAL CORP 2,862 3,029
    256746108 DOLLAR TREE INC 3,202 3,483
    67103H107 O'REILLY AUTOMOTIVE 2,094 2,831
    717081103 PFIZER INC    
    754730109 RAYMOND JAMES FINANC    
    770323103 ROBERT HALF INTERNAT 664 1,157
    89832Q109 TRUIST FINL CORP    
    655844108 NORFOLK SOUTHERN COR 2,221 3,185
    874039100 TAIWAN SEMICONDUCTOR 2,304 4,806
    N6596X109 NXP SEMICONDUCTORS N    
    01609W102 ALIBABA GROUP HOLDIN 2,221 2,268
    09062X103 BIOGEN IDEC INC    
    12504L109 CBRE GROUP INC 1,297 2,229
    192446102 COGNIZANT TECHNOLOGY    
    023135106 AMAZON COM INC 8,431 10,320
    12541W209 CH ROBINSON WORLDWID 2,590 2,529
    98156Q108 WORLD WRESTLING ENTE 1,494 1,621
    444859102 HUMANA INC 1,294 1,328
    339041105 FLEETCOR TECHNOLOGIS 2,299 2,305
    617446448 MORGAN STANLEY 2,642 4,768
    171779309 CIENA CORP 1,955 2,276
    35137L105 FOX CORP 1,613 2,265
    517834107 LAS VEGAS SANDS CORP 1,681 1,475
    26884L109 EQT CORP 2,084 2,604
    45866F104 INTERCONTINENTAL EXC 2,525 2,730
    14040H105 CAPITAL ONE FINANCIA 2,412 3,713
    31620M106 FIDELITY NATL INFO S 2,341 2,267
    12514G108 CDW CORP/DE 1,600 1,747
    92857W308 VODAFONE GROUP PLC 2,499 3,101
    922475108 VEEVA SYS INC 1,377 1,555
    81211K100 SEALED AIR CORP 1,110 1,126
    038222105 APPLIED MATERIALS IN 2,422 5,696
    191216100 COCA-COLA CO/THE 2,490 2,706
    904767704 UNILEVER PLC AMER SH 2,834 3,101
    036752103 ANTHEM INC 2,561 3,436

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287614 ISHARES RUSSELL 1000 AT COST 38,268 53,753
    46432F842 ISHARES CORE MSCI EA AT COST 31,107 39,526
    09256H336 BLACKROCK MULTI-ASSE AT COST 43,084 47,274
    46434V621 ISHARES CORE DIVIDEN AT COST 40,162 50,713

    TY 2020 OtherDecreasesSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Description Amount
    ACCRUED INCOME 67
    TYE SALES ADJ 605
    SECURITIES ADJ 239


    TY 2020 OtherExpensesSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 16 0   16


    TY 2020 OtherIncreasesSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Description Amount
    ROUNDING 3


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 5,498 3,299   2,199


    TY 2020 TaxesSchedule
    Name:
    HISLOP FAMILY FOUNDATION
    EIN:
    39-6735003
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 103 103   0
    EXCISE TAX - PRIOR YEAR 1,667 0   0
    EXCISE TAX ESTIMATES 1,500 0   0
    FOREIGN TAXES ON NONQUALIFIED 2 2   0