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
KNOX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

41-2008608
B Telephone number (see instructions)

(651) 466-8213
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$10,157,954J 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... 157,818 150,697  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 362,198
b Gross sales price for all assets on line 6a 2,527,567
7 Capital gain net income (from Part IV, line 2)... 362,198
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........ 520,016 512,895  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 84,902 76,404   8,498
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,658 1,629   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 25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,085 78,033 0 10,023
25 Contributions, gifts, grants paid....... 413,500 413,500
26 Total expenses and disbursements. Add lines 24 and 25 513,585 78,033 0 423,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,431
b Net investment income (if negative, enter -0-) 434,862
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............. 464 -27,427 -27,427
2 Savings and temporary cash investments......... 1,142,361 299,846 299,846
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)....... 5,577,505 Click to see attachment6,493,363 9,454,254
c Investments—corporate bonds (attach schedule)....... 426,667 Click to see attachment320,000 317,737
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment106,667 111,558
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment12,524 Click to see attachment1,986 Click to see attachment1,986
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,159,521 7,194,435 10,157,954
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........ 7,159,521 7,194,435
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)..... 7,159,521 7,194,435
30 Total liabilities and net assets/fund balances (see instructions). 7,159,521 7,194,435
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
7,159,521
2
Enter amount from Part I, line 27a .....................
2
6,431
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
36,330
4
Add lines 1, 2, and 3 ..........................
4
7,202,282
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,847
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,194,435
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 180. CARLISLE COS INC   2017-02-23 2020-01-07
b 320. E PLUS INC   2018-01-09 2020-01-07
c 35. CARLISLE COS INC   2018-11-16 2020-01-08
d 100. E PLUS INC   2018-01-09 2020-01-08
e 40. WATSCO INC CL A   2019-04-02 2020-01-09
50. WATSCO INC CL A   2019-03-06 2020-01-10
30. E PLUS INC   2018-03-23 2020-01-13
80. WATSCO INC CL A   2019-03-06 2020-01-13
40. E PLUS INC   2018-03-23 2020-01-14
100. WATSCO INC CL A   2019-03-06 2020-01-14
80. E PLUS INC   2017-03-01 2020-01-15
60. WATSCO INC CL A   2019-03-07 2020-01-15
70. E PLUS INC   2017-03-02 2020-01-16
50. WATSCO INC CL A   2019-03-07 2020-01-16
30. WATSCO INC CL A   2019-03-08 2020-01-17
80. WATSCO INC CL A   2019-03-08 2020-01-21
30. E PLUS INC   2017-03-02 2020-01-22
1. MERCK & CO INC   1911-11-11 2020-01-22
30. E PLUS INC   2017-03-03 2020-01-23
30. E PLUS INC   2016-01-11 2020-02-05
20. E PLUS INC   2016-01-11 2020-02-06
30. E PLUS INC   2016-01-11 2020-02-07
30. E PLUS INC   2016-01-11 2020-02-10
40. E PLUS INC   2016-01-11 2020-02-11
30. E PLUS INC   2016-01-11 2020-02-12
338. COCA COLA COMPANY   2003-11-12 2020-03-06
210. CORTEVA INC   2000-09-11 2020-03-06
260. EMERSON ELEC CO COM   2001-05-18 2020-03-06
328. LINCOLN NATL CORP IND COM   2013-06-19 2020-03-06
174. MCDONALD'S CORPORATION   2003-01-13 2020-03-06
310. MICROSOFT CORP   2003-12-31 2020-03-06
65. MOHAWK INDS INC COM   2013-06-19 2020-03-06
40. MOHAWK INDS INC COM   2019-05-09 2020-03-06
120. RAYTHEON CO COM NEW   2019-05-09 2020-03-06
186. ACCENTURE PLC CL A   2007-02-01 2020-03-06
230. CORE LABS NV   2020-01-07 2020-03-11
1240. CORE LABS NV   2020-01-06 2020-03-12
300. CORE LABS NV   2020-01-15 2020-03-13
78. WABCO HLDGS INC   2018-08-27 2020-03-16
400. CORE LABS NV   2020-01-03 2020-03-16
40. MANPOWERGROUP INC   2018-08-15 2020-03-19
422. WABCO HLDGS INC   2018-08-29 2020-03-20
245. WABCO HLDGS INC   2019-05-13 2020-03-20
310. WABCO HLDGS INC   2019-05-13 2020-04-01
70. VIASAT INC   2017-06-06 2020-04-14
130. VIASAT INC   2017-06-06 2020-04-15
170. VIASAT INC   2017-06-07 2020-04-16
120. VIASAT INC   2017-06-05 2020-04-17
120. VIASAT INC   2017-06-05 2020-04-20
12. GRAHAM HOLDINGS CO   2018-01-31 2020-05-11
210. MANPOWERGROUP INC   2018-08-15 2020-05-11
80. VIASAT INC   2017-06-05 2020-05-11
10. GRAHAM HOLDINGS CO   2018-02-02 2020-05-12
225. MANPOWERGROUP INC   2018-11-07 2020-05-12
100. VIASAT INC   2017-06-12 2020-05-12
18. GRAHAM HOLDINGS CO   2018-02-02 2020-05-14
200. VIASAT INC   2017-06-12 2020-05-14
13. GRAHAM HOLDINGS CO   2018-10-11 2020-05-15
300. VIASAT INC   2017-07-26 2020-05-15
9942.39 CAMBIAR INTL EQUITY FUND INS   2014-04-09 2020-05-18
1413.761 CAUSEWAY EMERGING MARKETS INSTL   2014-05-27 2020-05-18
340. DELTA AIR LINES INC   2020-03-06 2020-05-18
118. DELTA AIR LINES INC   2016-05-09 2020-05-18
266. EMERSON ELEC CO COM   2004-08-26 2020-05-18
78. FIVE BELOW   2019-05-09 2020-05-18
14. GRAHAM HOLDINGS CO   2018-10-12 2020-05-18
251. PRUDENTIAL FINL INC   2013-06-19 2020-05-18
574. SCHLUMBERGER LTD ORD   2003-12-31 2020-05-18
480. VIASAT INC   2017-07-19 2020-05-18
40. VIASAT INC   2017-07-19 2020-05-19
370. VIASAT INC   2020-01-09 2020-05-19
10. E PLUS INC   2019-04-05 2020-05-26
149. BRISTOL MEYER SQUIBB   2019-11-20 2020-05-27
351. E TRADE FINANCIAL CORP   2014-12-12 2020-05-27
30. E PLUS INC   2019-04-03 2020-05-27
26. SPLUNK INC   2020-03-06 2020-05-27
20. E PLUS INC   2019-04-03 2020-05-29
640. E PLUS INC   2015-12-07 2020-06-03
70. WOODWARD INC   2018-12-18 2020-06-05
250. WOODWARD INC   2018-12-17 2020-06-08
20. VALMONT INDS INC   2014-01-24 2020-06-12
44. VALMONT INDS INC   2014-01-24 2020-06-15
41. VALMONT INDS INC   2014-01-24 2020-06-16
30. VALMONT INDS INC   2017-09-11 2020-06-17
25. VALMONT INDS INC   2017-09-11 2020-06-18
25. VALMONT INDS INC   2014-02-21 2020-06-22
70. MANPOWERGROUP INC   2014-12-09 2020-06-23
26. VALMONT INDS INC   2014-02-21 2020-06-23
70. MANPOWERGROUP INC   2014-12-09 2020-06-24
40. VALMONT INDS INC   2014-02-21 2020-06-24
45. MANPOWERGROUP INC   2014-12-09 2020-06-25
48. VALMONT INDS INC   2014-02-21 2020-06-25
38. VALMONT INDS INC   2014-02-21 2020-06-26
32. VALMONT INDS INC   2014-02-21 2020-06-29
95. BEST BUY INC COM   2013-06-19 2020-07-10
86. MICROSOFT CORP   2003-12-31 2020-07-10
318. MORGAN STANLEY DEAN WITTER & CO COM NEW   2014-04-09 2020-07-10
62. VALMONT INDS INC   2017-09-07 2020-07-28
104. VALMONT INDS INC   2017-09-07 2020-07-29
58. VALMONT INDS INC   2019-08-01 2020-08-03
.5818 MATCH GROUP INC NEW   2020-03-06 2020-08-04
46. VALMONT INDS INC   2019-04-26 2020-08-04
34. VALMONT INDS INC   2018-11-26 2020-08-04
57. VALMONT INDS INC   2018-11-26 2020-08-05
45. VALMONT INDS INC   2018-11-27 2020-08-06
253. ABBOTT LABORATORIES   2004-03-29 2020-08-07
210. DOW INC   2000-09-11 2020-08-07
210. DUPONT DE NEMOURS INC WI   2000-09-11 2020-08-07
57. VALMONT INDS INC   2018-11-27 2020-08-07
41. APPLE COMPUTER INC COM   2013-06-19 2020-08-12
305. ROYAL CARIBBEAN CRUISES LTD   2013-06-19 2020-08-12
100. MSC INDL DIRECT CO INC CL A   2019-04-03 2020-08-19
110. MSC INDL DIRECT CO INC CL A   2019-04-03 2020-08-20
80. MSC INDL DIRECT CO INC CL A   2019-04-29 2020-08-21
165. MSC INDL DIRECT CO INC CL A   2018-12-14 2020-08-24
180. GENPACT LIMITED   2018-08-15 2020-09-02
302. ABBVIE INC   2004-03-29 2020-09-03
52. GENERAL DYNAMICS CORP COM   2016-05-09 2020-09-03
348. ORACLE CORP COM   2007-02-01 2020-09-03
120. GENPACT LIMITED   2018-08-15 2020-09-03
160. GENPACT LIMITED   2018-08-15 2020-09-04
130. GENPACT LIMITED   2014-05-22 2020-09-08
18. WHITE MTNS INS GROUP LTD   2017-02-16 2020-09-14
3. WHITE MTNS INS GROUP LTD   2017-02-23 2020-09-14
31. WHITE MTNS INS GROUP LTD   2017-02-23 2020-09-16
150. PROCTER & GAMBLE CO   2003-01-13 2020-09-18
10. WHITE MTNS INS GROUP LTD   2017-02-27 2020-09-28
14. WHITE MTNS INS GROUP LTD   2017-11-09 2020-09-29
66. MSC INDL DIRECT CO INC CL A   2018-12-14 2020-10-01
12. WHITE MTNS INS GROUP LTD   2017-11-09 2020-10-01
70. MSC INDL DIRECT CO INC CL A   2018-12-17 2020-10-02
15. WHITE MTNS INS GROUP LTD   2017-01-27 2020-10-02
16. WHITE MTNS INS GROUP LTD   2017-01-24 2020-10-05
112. MSC INDL DIRECT CO INC CL A   2015-04-14 2020-10-06
409. MSC INDL DIRECT CO INC CL A   2015-04-14 2020-10-07
108. MSC INDL DIRECT CO INC CL A   2016-01-12 2020-10-07
429. PENSKE AUTOMOTIVE GROUP INC   2017-09-07 2020-10-07
286. PENSKE AUTOMOTIVE GROUP INC   2016-05-23 2020-10-08
191. PENSKE AUTOMOTIVE GROUP INC   2016-05-17 2020-10-09
61. PENSKE AUTOMOTIVE GROUP INC   2016-05-17 2020-10-13
362. SMITH A O CORP   2020-03-05 2020-10-13
138. PENSKE AUTOMOTIVE GROUP INC   2016-05-17 2020-10-14
288. SMITH A O CORP   2020-03-04 2020-10-14
517. SMITH A O CORP   2020-03-04 2020-10-15
287. SMITH A O CORP   2020-03-04 2020-10-16
294. TEXAS INSTRS INC COM   2004-11-15 2020-11-10
117. ACCENTURE PLC CL A   2007-02-01 2020-11-10
238. AVERY DENNISON CORP COM   2018-07-17 2020-11-16
206. WOODWARD INC   2014-03-26 2020-11-16
115. AVERY DENNISON CORP COM   2018-07-13 2020-11-17
1744. MYLAN NV   2020-03-06 2020-11-17
996. MYLAN NV   2020-05-18 2020-11-17
287. ABBVIE INC   2004-03-29 2020-11-19
14. BOEING COMPANY   2020-03-06 2020-11-19
49. BOEING COMPANY   2013-06-19 2020-11-19
.6931 VIATRIS INC   2009-10-15 2020-11-30
111. PENSKE AUTOMOTIVE GROUP INC   2016-05-18 2020-12-03
100. PENSKE AUTOMOTIVE GROUP INC   2016-05-18 2020-12-04
125. PENSKE AUTOMOTIVE GROUP INC   2016-05-19 2020-12-07
100. PENSKE AUTOMOTIVE GROUP INC   2016-06-24 2020-12-08
1653. HD SUPPLY HOLDINGS INC   2019-05-10 2020-12-09
2187. HD SUPPLY HOLDINGS INC   2019-05-23 2020-12-15
541. HD SUPPLY HOLDINGS INC   2019-06-17 2020-12-17
35. HD SUPPLY HOLDINGS INC   2020-01-07 2020-12-17
169. HD SUPPLY HOLDINGS INC   2019-09-10 2020-12-17
530. HD SUPPLY HOLDINGS INC   2020-01-07 2020-12-18
447. HD SUPPLY HOLDINGS INC   2020-03-13 2020-12-21
209. HD SUPPLY HOLDINGS INC   2020-05-14 2020-12-22
219. HD SUPPLY HOLDINGS INC   2020-05-14 2020-12-22
75. APPLIED INDL TECHNOLOGIES INC   2020-11-17 2020-12-29
50. ARMSTRONG WORLD INDS INC NEW   2014-11-03 2020-12-29
105. ARROW ELECTRONICS INC   2018-07-25 2020-12-29
100. AVERY DENNISON CORP COM   2018-07-13 2020-12-29
115. WR BERKLEY CORP   2018-11-27 2020-12-29
100. CDK GLOBAL INC   2020-12-17 2020-12-29
95. CARLISLE COS INC   2018-11-16 2020-12-29
100. DENTSPLY SIRONA INC   2020-12-10 2020-12-29
125. DONALDSON CO INC   2019-01-17 2020-12-29
105. ENPRO INDUSTRIES INC   2018-05-03 2020-12-29
50. FTI CONSULTING INC COM   2020-08-14 2020-12-29
175. FIRSTCASH INC   2018-10-11 2020-12-29
220. FLOWSERVE CORP COM   2020-12-14 2020-12-29
10. GRAHAM HOLDINGS CO   2015-11-17 2020-12-29
130. HOULIHAN LOKEY INC   2019-12-20 2020-12-29
85. HOWARD HUGHES CORP/THE   2018-05-04 2020-12-29
25. HUNTINGTON INGALLS INDUSTRIE   2020-12-16 2020-12-29
93. INSIGHT ENTERPRISES INC COM   2020-12-16 2020-12-29
7. INSIGHT ENTERPRISES INC COM   2020-12-15 2020-12-29
365. INTERPUBLIC GROUP COS INC COM   2019-07-31 2020-12-29
270. KENNEDY WILSON HOLDINGS INC   2016-09-08 2020-12-29
20. MANPOWERGROUP INC   2014-12-02 2020-12-29
110. PHIBRO ANIMAL HEALTH CORPORATION   2019-03-11 2020-12-29
17.00077 PLEXUS CORP   2020-08-07 2020-12-29
42.99923 PLEXUS CORP   2020-08-07 2020-12-29
40. PRIMERICA INC   2020-12-11 2020-12-29
180. ROBERT HALF INTL INC   2019-06-13 2020-12-29
13.99984 RYDER SYSTEM INC   2018-06-14 2020-12-29
166.00016 RYDER SYSTEM INC   2017-05-15 2020-12-29
110. SCHEIN HENRY INC COMMON STOCK   2020-12-11 2020-12-29
45. SMITH A O CORP   2020-03-04 2020-12-29
325. TRIMAS CORP   2019-04-08 2020-12-29
360. TRINITY INDS INC   2017-11-15 2020-12-29
25. WOODWARD INC   2014-03-26 2020-12-29
245. ZIONS BANCORP COM   2018-03-21 2020-12-29
325. GENPACT LIMITED   2014-06-09 2020-12-29
225. NVENT ELECTRIC PLC   2020-12-10 2020-12-29
4. WHITE MTNS INS GROUP LTD   2017-02-07 2020-12-29
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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    
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 28,695   19,099 9,596
b 27,323   24,538 2,785
c 5,584   3,676 1,908
d 8,661   7,615 1,046
e 7,037   5,829 1,208
8,782   7,232 1,550
2,579   2,274 305
14,090   11,365 2,725
3,445   2,993 452
17,658   14,141 3,517
6,972   5,240 1,732
10,512   8,475 2,037
6,025   4,511 1,514
8,798   7,062 1,736
5,269   4,210 1,059
14,165   11,227 2,938
2,577   1,924 653
56     56
2,591   1,918 673
2,481   1,375 1,106
1,753   917 836
2,587   1,375 1,212
2,487   1,375 1,112
3,424   1,834 1,590
2,554   1,375 1,179
18,627   7,933 10,694
5,252   2,902 2,350
16,294   8,574 7,720
12,595   11,750 845
33,658   6,261 27,397
49,500   8,506 40,994
7,543   7,607 -64
4,642   5,307 -665
21,364   21,476 -112
32,873   7,163 25,710
2,446   9,443 -6,997
10,723   49,991 -39,268
2,531   12,016 -9,485
9,904   9,643 261
3,252   15,828 -12,576
2,799   3,499 -700
54,951   50,430 4,521
31,903   32,429 -526
41,884   40,781 1,103
3,021   5,136 -2,115
5,246   9,342 -4,096
6,624   12,207 -5,583
4,949   8,612 -3,663
5,017   8,602 -3,585
4,118   7,107 -2,989
14,668   17,856 -3,188
3,145   5,732 -2,587
3,406   5,920 -2,514
15,216   18,227 -3,011
3,738   7,159 -3,421
5,746   10,432 -4,686
6,886   14,284 -7,398
4,181   7,517 -3,336
10,273   20,778 -10,505
207,597   243,559 -35,962
15,396   17,488 -2,092
7,181   15,599 -8,418
2,492   5,014 -2,522
14,896   8,322 6,574
7,491   10,681 -3,190
4,733   8,069 -3,336
14,041   18,227 -4,186
9,965   16,642 -6,677
18,244   31,878 -13,634
1,539   2,620 -1,081
14,234   26,294 -12,060
767   916 -149
8,933   8,329 604
16,539   8,017 8,522
2,250   2,745 -495
4,518   3,592 926
1,470   1,820 -350
45,426   32,202 13,224
5,944   5,313 631
21,500   18,924 2,576
2,117   3,002 -885
4,659   6,605 -1,946
4,846   6,134 -1,288
3,405   4,441 -1,036
2,822   3,692 -870
2,728   3,680 -952
4,934   5,540 -606
2,852   3,824 -972
4,734   4,808 -74
4,252   5,883 -1,631
3,013   3,091 -78
5,092   7,059 -1,967
4,023   5,589 -1,566
3,525   4,695 -1,170
8,038   2,665 5,373
18,322   2,360 15,962
15,706   9,763 5,943
7,666   9,032 -1,366
12,889   14,199 -1,310
7,158   7,776 -618
58   36 22
5,671   6,156 -485
4,220   4,456 -236
7,136   7,177 -41
5,616   5,658 -42
25,561   7,716 17,845
8,938   5,241 3,697
11,664   7,999 3,665
7,132   7,156 -24
18,532   2,505 16,027
17,168   10,461 6,707
6,543   8,475 -1,932
7,188   9,261 -2,073
5,168   6,584 -1,416
10,663   13,344 -2,681
7,496   5,449 2,047
27,516   8,231 19,285
7,861   7,466 395
19,753   5,958 13,795
4,836   3,623 1,213
6,290   4,831 1,459
5,021   2,217 2,804
15,147   16,963 -1,816
2,534   2,802 -268
25,508   28,954 -3,446
20,575   6,426 14,149
7,810   9,187 -1,377
10,875   12,556 -1,681
4,102   5,270 -1,168
9,511   10,694 -1,183
4,415   5,569 -1,154
11,958   13,354 -1,396
12,863   14,235 -1,372
7,220   8,079 -859
26,349   25,441 908
6,955   6,447 508
23,678   18,474 5,204
15,797   10,813 4,984
10,600   7,030 3,570
3,268   2,236 1,032
19,963   15,028 4,935
7,287   5,039 2,248
15,996   11,584 4,412
28,593   20,181 8,412
15,935   11,203 4,732
44,901   7,238 37,663
27,875   4,454 23,421
36,215   25,253 10,962
22,476   9,394 13,082
17,377   11,927 5,450
27,477   26,244 1,233
15,692   15,976 -284
28,416   5,693 22,723
2,843   3,601 -758
9,950   6,132 3,818
12   5 7
6,466   4,051 2,415
5,831   3,636 2,195
7,136   4,467 2,669
5,639   3,320 2,319
92,335   71,390 20,945
122,078   88,329 33,749
30,215   21,297 8,918
1,955   1,405 550
9,442   6,598 2,844
29,585   19,070 10,515
24,958   13,382 11,576
11,680   5,539 6,141
12,235   5,804 6,431
5,772   5,762 10
3,701   2,154 1,547
10,086   7,882 2,204
15,340   10,330 5,010
7,567   5,949 1,618
5,143   5,195 -52
14,609   9,977 4,632
5,156   5,385 -229
7,057   5,939 1,118
7,806   8,222 -416
5,559   5,913 -354
12,008   12,988 -980
8,047   8,153 -106
5,211   5,614 -403
8,713   6,359 2,354
6,781   11,173 -4,392
4,168   4,367 -199
6,980   7,036 -56
525   516 9
8,647   8,419 228
4,811   5,445 -634
1,798   1,373 425
2,092   3,231 -1,139
1,311   1,329 -18
3,315   3,361 -46
5,322   5,474 -152
11,192   10,164 1,028
872   967 -95
10,336   11,285 -949
7,232   7,722 -490
2,490   1,757 733
10,387   10,456 -69
9,520   8,423 1,097
2,998   1,013 1,985
10,492   12,522 -2,030
13,446   5,537 7,909
5,188   5,392 -204
3,983   3,553 430
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
      10,138
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       9,596
b       2,785
c       1,908
d       1,046
e       1,208
      1,550
      305
      2,725
      452
      3,517
      1,732
      2,037
      1,514
      1,736
      1,059
      2,938
      653
      56
      673
      1,106
      836
      1,212
      1,112
      1,590
      1,179
      10,694
      2,350
      7,720
      845
      27,397
      40,994
      -64
      -665
      -112
      25,710
      -6,997
      -39,268
      -9,485
      261
      -12,576
      -700
      4,521
      -526
      1,103
      -2,115
      -4,096
      -5,583
      -3,663
      -3,585
      -2,989
      -3,188
      -2,587
      -2,514
      -3,011
      -3,421
      -4,686
      -7,398
      -3,336
      -10,505
      -35,962
      -2,092
      -8,418
      -2,522
      6,574
      -3,190
      -3,336
      -4,186
      -6,677
      -13,634
      -1,081
      -12,060
      -149
      604
      8,522
      -495
      926
      -350
      13,224
      631
      2,576
      -885
      -1,946
      -1,288
      -1,036
      -870
      -952
      -606
      -972
      -74
      -1,631
      -78
      -1,967
      -1,566
      -1,170
      5,373
      15,962
      5,943
      -1,366
      -1,310
      -618
      22
      -485
      -236
      -41
      -42
      17,845
      3,697
      3,665
      -24
      16,027
      6,707
      -1,932
      -2,073
      -1,416
      -2,681
      2,047
      19,285
      395
      13,795
      1,213
      1,459
      2,804
      -1,816
      -268
      -3,446
      14,149
      -1,377
      -1,681
      -1,168
      -1,183
      -1,154
      -1,396
      -1,372
      -859
      908
      508
      5,204
      4,984
      3,570
      1,032
      4,935
      2,248
      4,412
      8,412
      4,732
      37,663
      23,421
      10,962
      13,082
      5,450
      1,233
      -284
      22,723
      -758
      3,818
      7
      2,415
      2,195
      2,669
      2,319
      20,945
      33,749
      8,918
      550
      2,844
      10,515
      11,576
      6,141
      6,431
      10
      1,547
      2,204
      5,010
      1,618
      -52
      4,632
      -229
      1,118
      -416
      -354
      -980
      -106
      -403
      2,354
      -4,392
      -199
      -56
      9
      228
      -634
      425
      -1,139
      -18
      -46
      -152
      1,028
      -95
      -949
      -490
      733
      -69
      1,097
      1,985
      -2,030
      7,909
      -204
      430
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 362,198
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 6,045
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 6,045
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 6,045
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,948
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 9,948
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,903
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,903 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)
    bulletMN
    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 ofbulletU S BANK NATIONAL ASSOCIATION Telephone no.bullet (855) 452-4078

    Located atbullet101 EAST 5TH STREETST PAULMN ZIP+4bullet55101
    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
    SUSANNE LILLY HUTCHESON PRESIDENT/DIRECT
    2     		0    
    1940 KNOX AVENUE SOUTH
    MINNEAPOLIS,MN55403
    ZENAS W HUTCHESON DIRECTOR
    2     		0    
    1940 KNOX AVENUE SOUTH
    MINNEAPOLIS,MN55403
    RUBY PEDIANGCO SECRETARY
    2     		0    
    800 NICOLLET MALL
    MINNEAPOLIS,MN55402
    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
    8,246,956
    b
    Average of monthly cash balances.......................
    1b
    634,914
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,881,870
    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
    8,881,870
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    133,228
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,748,642
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    437,432
    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
    437,432
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,045
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,045
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    431,387
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    431,387
    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
    431,387
    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
    423,523
    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
    423,523
    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
    423,523
    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 7 431,387
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 454,659
    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$ 423,523
    a Applied to 2019, but not more than line 2a 423,523
    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..... 0
    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 .............     		31,136
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		431,387
    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).)
    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:
    RUBY PEDIANGCO
    800 NICOLLET MALL
    MINNEAPOLIS,MN55402
    (612) 303-2847
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MAY BE SUBMITTED IN LETTER FORM OUTLINING THE REQUEST TOGETHER WITH SUCH SUPPORTING MATERIALS AS THE APPLICANT DESIRES.
    cAny submission deadlines:
    NOVEMBER 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MAKES GRANTS TO EDUCATIONAL, CULTURAL, YOUTH, ENVIRONMENTAL EDUCATION AND COMMUNITY SUPPORT ORGANIZATIONS LOCATED IN MINNESOTA
    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
    CATHOLIC CHARITIES OF ST PAUL & MPLS
    1200 2ND AVE SOUTH
    MINNEPAOLIS,MN55403     		NONE PC GENERAL OPERATING 10,000
    NEIGHBORHOOD HOUSE
    179 ROBIE ST EAST
    ST PAUL,MN55107     		NONE PC GENERAL OPERATING 5,000
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVE
    ST PAUL,MN55109     		NONE PC GENERAL OPERATING 10,000
    ST PAUL'S CHURCH IN NANTUCKET
    20 FAIR STREET
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 5,000
    SUSTAINABLE NANTUCKET
    PO BOX 1244
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 2,500
    UWRF FOUNDATION
    410 S 3RD STREET
    RIVER FALLS,WI54022     		NONE PC GENERAL OPERATING 3,000
    CAMP SANKATY HEAD
    PO BOX 875
    SIASACONSET,MA02564     		NONE PC GENERAL OPERATING 2,000
    CAPE AND ISLANDS UNITED WAY
    PO BOX 367
    CENTERVILLE,MA02632     		NONE PC GENERAL OPERATING 5,000
    CONNECTICUT COLLEGE
    270 MOHEGAN AVE
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 10,000
    NANTUCKET YACHT CLUB FDN
    1 SO BEACH ST
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 3,000
    ORDWAY CENTER FOR THE PERFORMING ART
    345 WASHINGTON STREET
    SAINT PAUL,MN55102     		NONE PC GENERAL OPERATING 5,000
    FRIENDS OF THE HENNEPIN CO LIBRARY
    300 NICOLLET MALL SUITE N-290
    MINNEAPOLIS,MN55401     		NONE PC GENERAL OPERATING 5,000
    THE FILM SOCIETY OF MPLS ST PAUL
    125 SE MAIN ST STE 341
    MINNEAPOLIS,MN554147506     		NONE PC GENERAL OPERATING 500
    PLYMOUTH CONGREGATIONAL CHURCH
    1900 NICOLLET AVENUE
    MINNEAPOLIS,MN55403     		NONE PC GENERAL OPERATING 5,000
    NANTUCKET COMMUNITY SAILING
    PO BOX 2424
    NANTUCKET,MA02584     		NONE PC GENERAL OPERATING 5,000
    VOCALESSENCE
    1900 NICOLLET AVENUE
    MINNEAPOLIS,MN55403     		NONE PC GENERAL OPERATING 2,500
    UNIVERSITY OF PENNSYLVANIA
    SCHOOL OF DESIGN
    102 MEYERSON HALL
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 10,000
    THE SAINT PAUL FOUNDATION
    101 5TH STREET SUITE 2400
    ST PAUL,MN55101     		NONE PC GENERAL OPERATING 88,000
    WILDERNESS INQUIRY
    808 14TH AVENUE SE
    MINNEAPOLIS,MN55414     		NONE PC GENERAL OPERATING 1,000
    NANTUCKET HISTORICAL ASSOCIATION
    PO BOX 106
    NATUCKET,MA02554     		NONE PC GENERAL OPERATING 10,000
    LAXART
    7000 SANTA MONICA BLVD
    HOLLYWOOD,CA90038     		NONE PC GENERAL OPERATING 15,000
    ST PAUL ACADEMY
    1712 RANDOLPH AVE
    ST PAUL,MN55105     		NONE PC GENERAL OPERATING 5,000
    MINNEAPOLIS INSTITUTE OF ART
    2400 THIRD AVE S
    MINNEAPOLIS,MN55404     		NONE PC GENERAL OPERATING 10,000
    DARTMOUTH COLLEGE
    6068 BLUNT ALUMNI CENTER
    HANOVER,NH03755     		NONE PC GENERAL OPERATING 15,000
    NANTUCKET CONSERVATION FOUNDATION
    PO BOX 13
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 10,000
    YMCA OF THE GREATER TWIN CITIES
    PO BOX 1450
    Minneapolis,MN55402     		NONE PC GENERAL OPERATING 1,000
    HAMMER MUSEUM
    10899 WILSHIRE BLVD
    LOS ANGELES,CA90024     		NONE PC GENERAL OPERATING 10,000
    PLANNED PARENTHOOD
    671 VANDALIA ST STE 323
    ST PAUL,MN55114     		NONE PC GENERAL OPERATING 95,000
    WALKER ART CENTER
    725 VINELAND PLACE
    MINNEAPOLIS,MN55403     		NONE PC GENERAL OPERATING 10,000
    NANTUCKET PRESERVATION TRUST
    PO BOX 158
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 5,000
    NORTHFIELD MT HERMON SCHOOL
    ONE LAMPLIGHTER WAY
    MT HERMON,MA01354     		NONE PC GENERAL OPERATING 2,500
    NANTUCKET COTTAGE HOSP FDN
    57 PROSPECT ST
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 5,000
    UNIVERSITY OF MN FDN
    101 PLEASANT ST SE
    MINNEAPOLIS,MN55455     		NONE PC GENERAL OPERATING 20,000
    MINNESOTA DANCE THEATER
    528 HENNEPIN AVE 6TH FLOOR
    MINNEAPOLIS,MN55403     		NONE PC GENERAL OPERATING 5,000
    MINNESOTA OPERA
    620 NORTH FIRST STREET
    MINNEAPOLIS,MN55401     		NONE PC GENERAL OPERATING 5,000
    NANTUCKET ATHENUM
    PO BOX 808
    NANTUCKET,MA02554     		NONE PC GENERAL OPERATING 10,000
    MINNEAPOLIS PARKS FOUNDATION
    4800 MINNEHAHA AVE S
    MINNEAPOLIS,MN55417     		NONE PC GENERAL OPERATING 2,500
    Total .................................bullet 3a 413,500
    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....     14 157,818  
    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 ............     		    18 362,198  
    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)..   520,016  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    520,016
    (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:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Name of Bond End of Year Book Value End of Year Fair Market Value
    63872T620 LOOMIS SAYLES STRATE    
    56063J344 MAINSTAY FLOATING RA 130,000 126,107
    258620103 DOUBLELINE TOTAL RET 190,000 191,630

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Name of Stock End of Year Book Value End of Year Fair Market Value
    57636Q104 MASTERCARD INC 11,375 68,889
    002824100 ABBOTT LABORATORIES 2,707 16,205
    369550108 GENERAL DYNAMICS COR    
    149498107 CAUSEWAY EMERGING MA 160,086 202,970
    06828M876 BARON EMERGING MARKE 109,934 197,049
    74316J458 CONGRESS MID CAP GRO 27,416 56,133
    717081103 PFIZER INC 14,542 32,246
    166764100 CHEVRON CORPORATION 8,709 17,312
    00287Y109 ABBVIE INC    
    594918104 MICROSOFT CORP 16,406 147,909
    806857108 SCHLUMBERGER LTD    
    617446448 MORGAN STANLEY    
    097023105 BOEING CO    
    958102105 WESTERN DIGITAL CORP 12,603 8,087
    81762P102 SERVICENOW INC 5,030 40,732
    56585A102 MARATHON PETROLEUM C 42,646 42,063
    037833100 APPLE INC 24,437 212,304
    670678200 NUVEEN SMALL CAP VAL 20,182 38,241
    060505104 BANK OF AMERICA CORP 24,754 38,948
    V7780T103 ROYAL CARIBBEAN CRUI    
    H1467J104 CHUBB LTD 14,053 36,787
    269246401 E TRADE FINANCIAL CO    
    92343V104 VERIZON COMMUNICATIO 9,112 18,154
    191216100 COCA COLA COMPANY    
    608190104 MOHAWK INDS INC CO    
    03027X100 AMERICAN TOWER CORP 8,457 13,019
    375558103 GILEAD SCIENCES INC 35,855 34,257
    882508104 TEXAS INSTRUMENTS IN    
    779556109 ROWE T PRICE MID-CAP 70,927 120,203
    315910620 FIDELITY INVT TR AD 77,668 109,950
    478160104 JOHNSON JOHNSON 18,394 62,008
    534187109 LINCOLN NATL CORP IN    
    G1151C101 ACCENTURE PLC CL A 4,263 29,256
    88579Y101 3M CO 5,494 15,556
    086516101 BEST BUY CO INC    
    00769G543 CAMBIAR INTL EQUITY    
    744320102 PRUDENTIAL FINANCIAL    
    46625H100 J P MORGAN CHASE CO 14,472 48,541
    580135101 MCDONALDS CORP 3,632 45,276
    02079K107 ALPHABET INC CL C 9,439 36,789
    922908686 VANGUARD SMALL CAP I 100,000 153,157
    247361702 DELTA AIR LINES INC    
    291011104 EMERSON ELECTRIC CO    
    920253101 VALMONT INDS INC    
    44267D107 HOWARD HUGHES CORP/T    
    489398107 KENNEDY WILSON HOLDI    
    459200101 INTERNATIONAL BUSINE 8,159 12,084
    78462F103 SPDR S P 500 ETF 142,331 269,567
    87612E106 TARGET CORP 23,978 47,134
    922908553 VANGUARD REIT ETF 116,683 134,614
    142339100 CARLISLE COS INC    
    G9618E107 WHITE MTNS INS GROUP    
    896522109 TRINITY INDS INC    
    084423102 WR BERKLEY CORP    
    989701107 ZIONS BANCORPORATION    
    70959W103 PENSKE AUTOMOTIVE GR    
    783549108 RYDER SYSTEM INC    
    92552V100 VIASAT INC    
    384637104 GRAHAM HOLDINGS CO    
    896215209 TRIMAS CORP    
    294268107 E PLUS INC    
    33767D105 FIRSTCASH INC    
    460690100 INTERPUBLIC GROUP CO    
    770323103 ROBERT HALF INTL INC    
    56418H100 MANPOWERGROUP INC    
    980745103 WOODWARD INC    
    G3922B107 GENPACT LIMITED    
    742718109 PROCTER GAMBLE CO    
    68389X105 ORACLE CORPORATION    
    92927K102 WABCO HLDGS INC    
    29355X107 ENPRO INDUSTRIES INC    
    464287507 ISHARES CORE SP MID- 255,545 302,916
    260557103 DOW INC    
    023135106 AMAZON.COM INC 73,768 113,993
    15135B101 CENTENE CORP COM 42,662 42,021
    46432F842 ISHARES CORE MSCI EA 409,795 478,794
    22052L104 CORTEVA INC    
    33829M101 FIVE BELOW    
    110122108 BRISTOL MYERS SQUIBB    
    012653101 ALBEMARLE CORP 10,892 22,128
    110122157 BRISTOL MYERS SQUIBB 317 103
    26614N102 DUPONT DE NEMOURS IN    
    755111507 RAYTHEON COMPANY    
    04247X102 ARMSTRONG WORLD I    
    042735100 ARROW ELECTRS INC    
    053611109 AVERY DENNISON CO    
    257651109 DONALDSON CO INC    
    40416M105 HD SUPPLY HOLDING    
    441593100 HOULIHAN LOKEY IN    
    553530106 MSC INDL DIRECT C    
    71742Q106 PHIBRO ANIMAL HEA    
    942622200 WATSCO INC    
    92556V106 VIATRIS INC 43,016 53,372
    285512109 ELECTRONIC ARTS INC 9,120 10,914
    776696106 ROPER INDS INC 7,410 8,622
    87918A105 TELADOC INC 30,083 34,793
    88339J105 TRADE DESK INC THE C 23,179 40,050
    89400J107 TRANSUNION 13,877 17,264
    595112103 MICRON TECHNOLOGY IN 20,231 33,079
    808513105 SCHWAB CHARLES CORP 31,071 47,842
    461202103 INTUIT INC 14,041 18,233
    848637104 SPLUNK INC 9,948 12,232
    57667L107 MATCH GROUP INC NEW 33,690 67,733
    70450Y103 PAYPAL HOLDINGS INC 52,408 66,044
    893641100 TRANSDIGM GROUP INC 15,077 18,566
    30303M102 FACEBOOK INC A 33,582 51,354
    79466L302 SALESFORCE COM INC 13,311 18,247
    22160K105 COSTCO WHSL CORP 7,848 9,043
    76680R206 RINGCENTRAL INC 35,299 49,266
    217204106 COPART INC COM 25,858 39,702
    278865100 ECOLAB INC 19,866 22,069
    SEE ATTACHED STATEMENT 4,117,725 5,570,434

    TY 2020 InvestmentsOtherSchedule2
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    63873P817 LOOMIS SAYLES STRATE AT COST 106,667 111,558

    TY 2020 OtherAssetsSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST 12,524 0 0
    000000000 MISCELLANEOUS ENTRY   1,986 1,986


    TY 2020 OtherDecreasesSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Description Amount
    PY ROC ADJ 1,825
    KENNEDY WILSON HOLDINGS ROC ADJ 4,049
    BRISTOL MYERS ROC ADJ 1,024
    MYLAN CORPORATE ACTION ADJ 949


    TY 2020 OtherExpensesSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE/TAX 25 0   25


    TY 2020 OtherIncreasesSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Description Amount
    ROC ADJ ON CY SALES 3,473
    COST BASIS ADJ 72
    507(B)(2) TRANSFER FROM R C LILLY FDN 32,785


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSEL FEES 42,412 42,412    
    US BANK AGENT FEES 42,490 33,992   8,498


    TY 2020 TaxesSchedule
    Name:
    KNOX FOUNDATION
    EIN:
    41-2008608
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,602 1,602   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,081 0   0
    FEDERAL ESTIMATES - PRINCIPAL 9,948 0   0
    FOREIGN TAXES ON NONQUALIFIED 27 27   0