Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE WILLIAM E JACKSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1133 RACE STREET 16B SOUTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80206
A Employer identification number

84-1524378
B Telephone number (see instructions)

(303) 377-7758
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$452,961J 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) 77,761
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,830 2,830 2,830
4 Dividends and interest from securities... 1,654 1,654 1,654
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,148
b Gross sales price for all assets on line 6a 266,719
7 Capital gain net income (from Part IV, line 2)... 56,148
8 Net short-term capital gain......... 2,869
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........ 138,393 60,632 7,353
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,121 10,121 10,121  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,121 10,121 10,121 0
25 Contributions, gifts, grants paid....... 18,000 18,000
26 Total expenses and disbursements. Add lines 24 and 25 28,121 10,121 10,121 18,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 110,272
b Net investment income (if negative, enter -0-) 50,511
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,375 14,522 14,522
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   40    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 40,894 69,140 70,028
b Investments—corporate stock (attach schedule)....... 130,743 Click to see attachment184,289 315,965
c Investments—corporate bonds (attach schedule)....... 28,849 Click to see attachment49,222 52,446
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet178,986
Less: accumulated depreciation (attach schedule) bullet178,986      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 206,901 317,173 452,961
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........... 206,901 317,173
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 206,901 317,173
30 Total liabilities and net assets/fund balances (see instructions). 206,901 317,173
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
206,901
2
Enter amount from Part I, line 27a .....................
2
110,272
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
317,173
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
317,173
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 2000 US TREASURY NOTE 1.250% P 2019-09-11 2020-01-31
b 2 SH CHUBB LTD CHF P 2018-01-11 2020-02-21
c 4 SH TRANSUNION P 2018-01-11 2020-02-21
d 2000 US TSY NOTE 2.875% P 2018-10-30 2020-03-03
e 5 SH CHUBB LTD CHF P 2018-01-11 2020-07-16
8000 UNITED STATES TRES BIL 10/22/20 P 2020-04-24 2020-10-22
2 SH SERVICENOW INC P 2018-01-11 2020-09-29
2 SH ADOBE INC. P 2018-01-11 2020-12-22
1 SH NVIDIA CORP P 2018-04-06 2020-12-22
3 SH EQUINIX INC REIT D 2019-11-05 2020-02-26
25 SH IDEXX LABS D 2008-10-24 2020-02-26
1 SH ALEXION PHARMACEUTICALS INC P 2020-02-26 2020-04-03
2000 SH US TSY NOTE 2.875% P 2020-02-27 2020-08-31
2 SH CHUBB LTD CHF P 2020-02-26 2020-10-30
5 SH MONSTER BEVERAGE CORP P 2018-01-11 2020-01-06
1 SH COSTCO WHOLESALE CORP P 2018-01-11 2020-02-21
1 SH ULTA BEAUTY INC P 2018-01-11 2020-02-21
1000 US TSY NOTE 2.875% P 2018-10-30 2020-03-16
1000 AT&T INC NTS 3.9% P 2020-02-26 2020-08-05
1000 UNITED STATES TRES BL 10/22/20 P 2020-09-02 2020-10-22
1 SH SERVICENOW INC P 2018-01-11 2020-10-07
1 SH ALIGN TECHNOLOGY P 2018-02-06 2000-12-22
3 SH PAYPAL HOLDINGS INC P 2018-01-11 2020-12-22
25 SH HILTON WORLDWIDE HOLDINGS INC D 2019-06-20 2020-02-26
12 SH MASTERCARD INC D 2009-08-13 2020-02-26
4 SH ALEXION PHARMACEUTICALS INC P 2020-02-26 2020-04-07
1 SH AMERICAN TOWER CORP REIT P 2020-02-26 2020-09-29
4 SH CHUBB LTD CHF P 2020-02-26 2020-11-04
7 SH MONSTER BEVERAGE CORP P 2018-01-11 2020-01-08
4 SH FACEBOOK INC P 2018-01-11 2020-02-21
4 SH VISA INC P 2018-01-11 2020-02-21
3000 US TSY NOTE 3.0% P 2018-10-30 2020-03-04
15 SH ISHARES MBS ETF P 2019-11-05 2020-07-31
1 SH ALIGN TECHNOLOGY INC P 2018-01-31 2020-09-29
4 SH THE TRADE DESK INC P 2019-09-25 2020-10-07
1 SH ALPHABET INC P 2018-01-11 2020-12-22
2 SH S&P GLOBAL INC P 2018-01-11 2020-12-22
25 SH MASIMO CORP D 2019-07-29 2020-02-26
16 SH MCDONALDS CORP D 2015-09-15 2020-02-26
2 SH CHUBB LTD CHF P 2020-02-26 2020-04-08
1 SH IHS MARKIT LTD P 2020-02-26 2020-09-29
1 SH CHUBB LTD CHF P 2020-04-21 2020-11-04
9 SH MONSTER BEVERAGE CORP P 2018-01-11 2020-01-10
1 SH HOME DEPOT INC P 2018-01-11 2020-02-21
2 SH WASTE CONNECTIONS INC P 2018-01-11 2020-02-21
2000 UNITED STATES TREAS BIL 4/23/20 P 2020-02-04 2020-04-23
4000 AT&T INC NTS 3.9% P 2018-11-29 2020-08-05
2 SH AMERICAN TOWER CORP REIT P 2018-01-11 2020-09-29
1 SH ULTA BEAUTY INC P 2018-01-11 2020-09-29
2 SH AMERICAN TOWER CORP REIT P 2018-01-11 2020-12-22
3 SH SALESFORCE.COM INC P 2018-01-11 2020-12-22
14 SH UNITEDHEALTH GROUP INC D 2019-07-29 2020-02-26
31 SH MICROSOFT CORP D 2018-11-12 2020-02-26
1 SH PAYPAL HOLDINGS INC P 2020-02-26 2020-04-16
2 SH ILLUMINA INC P 2020-02-26 2020-09-29
4 SH BIOMARIN PHARMACEUTICALS INC P 2020-02-26 2020-12-17
2 SH MONSTER BEVERAGE CORP P 2018-03-01 2020-01-10
1 SH IHS MARKIT LTD P 2018-07-17 2020-02-21
3 SH XYLEM INC P 2018-08-22 2020-02-21
1000 UNITED STATES TREAS BIL 4/23/20 P 2020-02-26 2020-04-23
3 SH ISHARES MBS ETF P 2019-11-05 2020-08-31
1 SH EQUINIX INC REIT P 2018-01-11 2020-09-29
2 SH VISA INC P 2018-01-11 2020-09-29
2 SH ASML HLDG NV P 2019-05-23 2020-12-22
1000 SANTANDER UK GROUP HOLDINGS P 2019-09-16 2020-12-22
1 SH ALPHABET INC D 2010-01-13 2020-02-26
24 SH NESTLE S A D 2019-02-08 2020-02-26
1000 UNITED STATES TREAS BIL 4/23/20 P 2020-02-27 2020-04-23
1 SH ILLUMINA INC P 2020-02-26 2020-10-08
3000 UNITED STATES TRES BIL 1/28/21 P 2020-10-26 2020-12-29
2 SH MONSTER BEVERAGE CORP P 2018-03-06 2020-01-10
2 SH IHS MARKIT LTD P 2018-07-18 2020-02-21
4 SH ZOETIS INC P 2018-01-11 2020-02-21
4000 UNITED STATES TREAS BIL 4/23/20 P 2020-03-04 2020-04-23
1 SH ISHARES MBS ETF P 2019-11-05 2020-09-02
2 SH FACEBOOK INC P 2018-01-11 2020-09-29
3 SH XYLEM INC P 2018-08-22 2020-09-29
9 SH BIOMARIN PHARMACEUTICAL INC P 2018-01-11 2020-12-17
4 SH SCHWAB CHARLES CORP P 2018-01-11 2020-12-22
25 SH AON PLC D 2017-03-21 2020-02-26
44 SH NIKE INC D 2017-11-09 2020-02-26
2000 UNITED STATES TREAS BIL 4/23/20 P 2020-03-04 2020-04-23
1 SH SERVICENOW INC P 2020-02-26 2020-09-29
1000 US TSY NOTE 0.625% P 2020-09-01 2020-12-29
1 SH ASML HLDG NV P 2019-05-23 2020-02-21
1 SH ILLUMINA INC P 2018-01-11 2020-02-21
1000 GENERAL ELEC CAP CORP P 2019-09-09 2020-03-27
4000 UNITED STATES TREAS BIL 4/23/20 P 2020-03-17 2020-04-23
2000 US TSY NOTE 2.875% P 2019-09-26 2020-08-31
1 SH HOME DEPOT INC P 2018-01-11 2020-09-29
2 SH ZOETIS INC P 2018-01-11 2020-09-29
1000 BOSTON PROPERTIES INC P 2018-01-11 2020-12-22
1 SH SERVICENOW INC P 2018-01-11 2020-12-22
50 SH BALL CORP D 2018-01-16 2020-02-26
13 SH NVIDIA CORP D 2019-02-15 2020-02-26
2000 UNITED STATES TREAS BIL 4/23/20 P 2020-03-17 2020-04-23
2 SH THE TRADE DESK INC P 2020-02-26 2020-10-07
3000 US TREASURY NOTE 1.250% P 2019-09-09 2020-01-31
6 SH BOSTON SCIENTIFIC CORP P 2019-08-05 2020-02-21
2 SH MASTERCARD INC P 2018-01-11 2020-02-21
2000 GENERAL ELEC CAP CORP P 2019-09-11 2020-03-27
3 SH ALEXION PHARMACEUTICALS INC P 2018-01-11 2020-04-03
2000 US TSY NOTE 2.875% P 2020-02-26 2020-08-31
2 SH IHS MARKIT LTD P 2018-07-18 2020-09-29
5 SH CHUBB LTD CHF P 2018-01-11 2020-10-30
8 SH BOSTON SCIENTIFIC CORP P 2019-08-05 2020-12-22
4 SH SPLUNK INC P 2018-01-11 2020-12-22
150 SH BANK OF AMER CORP D 2013-05-13 2020-02-26
38 SH PRICE T ROWE GROUP INC D 2017-04-28 2020-02-26
4000 US TSY NOTE 2.5% P 2020-02-27 2020-04-20
1 SH ULTA BEAUTY INC P 2020-02-26 2020-09-29
1 SH THE TRADE DESK INC P 2019-09-25 2020-02-21
1 SH NVIDIA CORP P 2018-04-06 2020-02-21
3000 UNITED STATES TREASURY BILL P 2020-02-04 2020-02-28
8 SH ALEXION PHARMACEUTICALS INC P 2018-01-11 2020-04-07
1 SH BOSTON SCIENTIFIC CORP P 2019-08-05 2020-09-02
3 SH ILLUMINA INC P 2018-01-11 2020-09-29
9 SH CHUBB LTD CHF P 2018-01-11 2020-11-04
3 SH BOSTON SCIENTIFIC CORP P 2019-08-08 2020-12-22
5 SH TRANSUNION P 2018-01-11 2020-12-22
48 SH BAXTER INTL INC D 2018-06-04 2020-02-26
50 SH ROBERT HALF INTL INC D 2016-03-24 2020-02-26
3 SH VISA INC P 2020-02-26 2020-04-24
4000 UNITED STATES TRES BIL 10/22/20 P 2020-04-24 2020-10-22
3 SH ADOBE INC P 2018-01-11 2020-02-21
4 SH PAYPAL HOLDINGS INC P 2018-01-11 2020-02-21
1000 US TSY NOTE 2.875% P 2019-05-01 2020-03-16
1 SH AMAZON.COM INC P 2018-01-11 2020-04-16
1 SH IHS MARKIT LTD P 2018-07-18 2020-09-02
1 SH ILLUMINA INC P 2018-01-11 2020-10-07
1 SH CHUBB LTD CHF P 2018-12-12 2020-11-04
1 SH COSTCO WHOLESALE CORP P 2018-01-11 2020-12-22
2000 US TSY NOTE 2.5% P 2019-01-31 2020-12-22
57 SH CERNER CORP D 2018-08-01 2020-02-26
50 SH TARGET CORP D 2018-01-22 2020-02-26
1000 UNITED STATES TRS BIL 10/22/20 P 2020-04-24 2020-05-29
1 SH VISA INC P 2020-02-26 2020-09-29
2 SH ALEXION PHARMACEUTICALS INC P 2018-01-11 2020-02-21
1 SH S&P GLOBAL INC P 2018-01-11 2020-02-21
1000 US TSY NOTE 2.875% P 2019-06-19 2020-03-16
3 SH CHUBB LTD CHF P 2018-01-11 2020-04-08
1 SH PAYPAL HOLDINGS INC P 2018-01-11 2020-09-02
2 SH ILLUMINA INC P 2018-01-11 2020-10-08
1 SH THE TRADE DESK INC P 2019-09-25 2020-11-19
3 SH FACEBOOK INC P 2018-01-11 2020-12-22
3 SH VISA INC P 2018-01-11 2020-12-22
25 SH CROWN CASTLE INTL CORP REIT P 2016-11-15 2020-02-26
2 SH ALEXION PHARMACEUTICALS INC P 2020-02-26 2020-03-13
3 SH CHUBB LTD CHF P 2020-02-26 2020-07-16
1 SH WASTE CONNECTIONS INC P 2020-02-26 2020-09-29
1 SH ALIGN TECHNOLOGY INC P 2018-01-11 2020-02-21
3 SH SALESFORCE.COM INC P 2018-01-11 2020-02-21
2000 US TSY NOTE 3.0% P 2019-09-26 2020-03-04
7000 US TSY NOTE 2.5% P 2019-01-31 2020-04-20
1 SH SALESFORCE.COM INC P 2018-01-11 2020-09-02
1 SH MASTERCARD INC P 2018-01-11 2020-09-29
1000 GENL ELEC CAP COP P 2020-04-01 2020-12-22
1 SH HOME DEPOT INC P 2018-01-11 2020-12-22
3 SH WASTE CONNECTIONS INC P 2018-01-11 2020-12-22
44 SH EATON CORP PLC D 2014-10-31 2020-02-26
3000 GENERAL ELEC CAP CORP P 2020-02-28 2020-03-27
2000 AT&T INC NTS 3.9% P 2020-02-27 2020-08-05
2 SH XYLEM INC P 2020-02-26 2020-09-29
1 SH ALPHABET INC P 2018-01-11 2020-02-21
6 SH SCHWAB CHARLES CORP P 2018-01-11 2020-02-21
1000 US TSY NOTE 3.0% P 2019-12-02 2020-03-04
6 SH VISA INC P 2018-01-11 2020-04-24
1 SH SCHWAB CHARLES CORP P 2018-01-11 2020-09-02
1 SH NVIDIA CORP P 2018-04-06 2020-09-29
1 SH IQVIA HLDGS INC P 2020-09-29 2020-12-22
2 SH IHS MARKIT LTD P 2018-07-18 2020-12-22
2 SH XYLEM INC P 2018-08-22 2020-12-22
57 SH EBAY INC D 2018-01-25 2020-02-26
1000 US TSY NOTE 2.875% P 2020-02-27 2020-03-03
1000 AT&T INC NTS 3.9% P 2020-04-20 2020-08-05
1 SH ZOETIS INC P 2020-02-26 2020-09-29
2 SH AMERICAN TOWER CORP REIT P 2018-01-11 2020-02-21
2 SH SERVICENOW INC P 2018-01-11 2020-02-21
3 SH ALEXION PHARMACEUTICAL P 2018-01-11 2020-03-13
2000 UNITED STATES TRES CIL 10/22/20 P 2020-04-24 2020-05-29
1 SH TRANSUNION P 2018-01-11 2020-09-02
1 SH PAYPAL HOLDINGS INC P 2018-01-11 2020-09-29
5000 UNITED STATES TRES BIL 01/28/21 P 2020-10-26 2020-12-29
5 SH ISHARES MBS ETF P 2019-11-05 2020-12-22
2 SH ZOETIS INC P 2018-01-11 2020-12-22
50 SH EBAY INC D 2019-01-10 2020-02-26
1000 US TSY NOTE 2.875% P 2020-02-27 2020-03-16
7 SH ISHARES MBS ETF P 2020-02-26 2020-07-31
1 SH FACEBOOK INC D 2019-04-22 2020-09-29
2 SH BIOMARIN PHARMACEUTICAL INC P 2018-01-11 2020-02-21
2 SH SPLUNK INC P 2018-01-11 2020-02-21
2000 GENERAL ELECTRIC CAP CORP P 2019-01-02 2020-03-27
1 SH ALIGN TECHNOLOGY INC P 2018-01-11 2020-07-15
1 SH VISA INC P 2018-01-11 2020-09-02
1 SH SALESFORCE.COM INC P 2018-01-11 2020-09-29
1000 US TSY NOTE 0.625% P 2020-09-01 2020-12-29
1 SH MASTERCARD INC P 2018-01-11 2020-12-22
60 SH DOLBY LABORATORIES INC D 2019-08-01 2020-02-26
20 SH GOLDMAN SACHS GROUP INC D 2015-10-19 2020-02-26
2000 US TSY NOTE 3.0% P 2020-02-27 2020-03-04
1 SH ISHARES MBS ETF P 2020-02-26 2020-08-31
1 SH SALESFORCE.COM INC P 2019-04-22 2020-09-29
(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 2,000   1,995 5
b 327   288 39
c 396   229 167
d 2,305   1,960 345
e 674   721 -47
8,000   7,995 5
970   275 695
1,009   377 632
529   219 310
1,885   1,581 304
6,478   400 6,078
90   95 -5
2,361   2,262 99
261   316 -55
317   320 -3
325   189 136
300   233 67
1,162   980 182
1,114   1,068 46
1,000   1,000  
497   137 360
534   237 297
726   239 487
2,431   2,407 24
3,603   247 3,356
388   378 10
240   242 -2
541   631 -90
445   448 -3
847   750 97
837   479 358
3,359   2,993 366
1,662   1,618 44
321   262 59
2,408   777 1,631
1,718   1,103 615
634   352 282
4,181   3,929 252
3,359   1,568 1,791
228   316 -88
78   75 3
135   114 21
589   576 13
245   194 51
205   142 63
2,000   1,993 7
4,455   3,927 528
481   269 212
222   233 -11
439   269 170
692   327 365
3,674   3,553 121
5,252   3,317 1,935
108   109 -1
609   548 61
361   365 -4
131   109 22
80   53 27
264   226 38
1,000   998 2
332   324 8
764   436 328
400   240 160
951   379 572
1,001   1,000 1
1,392   291 1,101
2,540   2,076 464
1,000   998 2
329   274 55
3,000   2,999 1
131   111 20
159   106 53
569   298 271
4,000   3,995 5
111   108 3
522   375 147
252   226 26
813   814 -1
208   216 -8
5,568   2,946 2,622
4,054   2,461 1,593
2,000   1,998 2
485   334 151
973   993 -20
307   190 117
297   240 57
964   1,005 -41
4,000   4,000  
2,361   2,177 184
273   194 79
325   149 176
1,062   1,019 43
560   137 423
3,774   1,918 1,856
3,469   2,074 1,395
2,000   2,000  
1,204   533 671
3,000   2,993 7
254   250 4
678   321 357
1,927   2,015 -88
269   366 -97
2,361   2,238 123
155   106 49
652   721 -69
276   333 -57
706   359 347
4,593   1,962 2,631
4,836   2,688 2,148
4,329   4,217 112
222   273 -51
305   194 111
299   219 80
2,994   2,990 4
776   977 -201
42   42  
914   720 194
1,218   1,298 -80
104   128 -24
493   286 207
4,184   3,550 634
2,625   2,186 439
497   564 -67
4,000   3,997 3
1,118   566 552
480   319 161
1,162   1,029 133
2,380   1,273 1,107
83   53 30
317   240 77
135   142 -7
362   189 173
2,144   2,003 141
4,128   3,531 597
5,529   3,925 1,604
999   999  
200   188 12
205   244 -39
295   176 119
1,162   1,067 95
342   433 -91
210   80 130
659   480 179
811   194 617
797   563 234
621   359 262
4,079   2,050 2,029
160   189 -29
404   473 -69
105   100 5
262   253 9
568   327 241
2,239   2,148 91
7,576   7,011 565
274   109 165
336   161 175
1,390   1,201 189
270   194 76
307   213 94
4,265   2,980 1,285
2,891   3,116 -225
2,227   2,153 74
168   168  
1,505   1,103 402
285   324 -39
1,120   1,068 52
995   719 276
36   54 -18
529   219 310
177   155 22
173   106 67
199   151 48
2,083   2,289 -206
1,152   1,131 21
1,114   1,083 31
163   136 27
496   269 227
693   275 418
240   366 -126
1,999   1,999  
89   57 32
194   80 114
5,000   4,999 1
550   539 11
324   149 175
1,828   1,521 307
1,162   1,131 31
775   765 10
261   181 80
188   181 7
338   179 159
1,927   1,880 47
313   253 60
215   120 95
246   109 137
973   993 -20
334   161 173
4,132   4,103 29
4,314   3,713 601
2,239   2,204 35
111   109 2
246   158 88
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       5
b       39
c       167
d       345
e       -47
      5
      695
      632
      310
      304
      6,078
      -5
      99
      -55
      -3
      136
      67
      182
      46
       
      360
      297
      487
      24
      3,356
      10
      -2
      -90
      -3
      97
      358
      366
      44
      59
      1,631
      615
      282
      252
      1,791
      -88
      3
      21
      13
      51
      63
      7
      528
      212
      -11
      170
      365
      121
      1,935
      -1
      61
      -4
      22
      27
      38
      2
      8
      328
      160
      572
      1
      1,101
      464
      2
      55
      1
      20
      53
      271
      5
      3
      147
      26
      -1
      -8
      2,622
      1,593
      2
      151
      -20
      117
      57
      -41
       
      184
      79
      176
      43
      423
      1,856
      1,395
       
      671
      7
      4
      357
      -88
      -97
      123
      49
      -69
      -57
      347
      2,631
      2,148
      112
      -51
      111
      80
      4
      -201
       
      194
      -80
      -24
      207
      634
      439
      -67
      3
      552
      161
      133
      1,107
      30
      77
      -7
      173
      141
      597
      1,604
       
      12
      -39
      119
      95
      -91
      130
      179
      617
      234
      262
      2,029
      -29
      -69
      5
      9
      241
      91
      565
      165
      175
      189
      76
      94
      1,285
      -225
      74
       
      402
      -39
      52
      276
      -18
      310
      22
      67
      48
      -206
      21
      31
      27
      227
      418
      -126
       
      32
      114
      1
      11
      175
      307
      31
      10
      80
      7
      159
      47
      60
      95
      137
      -20
      173
      29
      601
      35
      2
      88
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 56,148
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 2,869
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................................ 1 702
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 702
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 702
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 716
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLYNNE BENTSEN Telephone no.bullet (303) 377-7758

    Located atbullet1133 RACE STREET 16B SOUTHDENVERCO ZIP+4bullet80206
    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
     
     
    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
    LYNNE BENTSEN PRESIDENT
    000.00     		0 0 0
    1133 S RACE STREET 16B SOUTH
    DENVER,CO80206
    TIM FARRELL SECRETARY/TR
    000.00     		0 0 0
    1133 RACE ST 16 SOUTH
    DENVER,CO80206
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    385,301
    b
    Average of monthly cash balances.......................
    1b
    22,385
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    407,686
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    407,686
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,115
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    401,571
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    20,079
    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
    20,079
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    702
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    702
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    19,377
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    19,377
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    19,377
    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
    18,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    18,000
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    18,000
    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 19,377
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 9,763
    e From 2019...... 2,736
    fTotal of lines 3a through e........ 12,499
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 18,000
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 18,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 1,377 1,377
    (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 11,122
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		11,122
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 8,386
    d Excess from 2019.... 2,736
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF COLORADO FOUNDATION
    1800 GRANT ST
    DENVER,CO80203     		  509(A)(1) FURTHER MEDICAL RESEARCH 8,000
    MASSACHUSETTS GENERAL HOSPITAL
    165 CAMBRIDGE STREET
    BOSTON,MA021142792     		  509(A)(1) FURTHER MEDICAL RESEARCH 10,000
    Total .................................bullet 3a 18,000
    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 ...........     		        2,830
    4 Dividends and interest from securities....         1,654
    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 ............     		        56,148
    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)..     60,632
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    60,632
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE WILLIAM E JACKSON FOUNDATION
     
    Employer identification number

    84-1524378
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE WILLIAM E JACKSON FOUNDATION
          		Employer identification number
    84-1524378
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM E JACKSON ESTATE
    1133 RACE ST 16B SOUTH
     
    DENVER, CO80206

    		$ 77,761


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE WILLIAM E JACKSON FOUNDATION
          		Employer identification number

    84-1524378
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SECURITIES XFER FROM RET ACCT $ 129,861 2020-02-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE WILLIAM E JACKSON FOUNDATION
          		Employer identification number

    84-1524378
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 DepreciationSchedule
    Name:
    THE WILLIAM E JACKSON FOUNDATION
    EIN:
    84-1524378
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    MEDICAL EQUIPMENT 2002-12-27 79,266 79,266 S/L 7.0000        
    SLIT-LAMP CAMERA 2005-11-30 46,692 46,692 S/L 7.0000        
    OPTHALMOSCOPE 2006-02-15 2,053 2,053 S/L 7.0000        
    RETINAL CAMERA 2006-03-16 30,750 30,750 S/L 7.0000        
    ULTRA SOUND CAMERA 2006-04-28 20,225 20,225 S/L 7.0000        

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE WILLIAM E JACKSON FOUNDATION
    EIN:
    84-1524378
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACCRUED INTEREST    
    AIR LEASE CORP 8,052 8,233
    AT&T INC    
    BK OF AMER CORP 10,633 11,398
    BOSTON PROPERTIES INC 7,256 7,447
    CITIGROUP INC 4,210 4,370
    CVS HEALTH CORP 5,727 6,585
    GENERAL ELEC CAP CORP 7,320 8,412
    SANTANDER GROUP HOLDINGS 6,024 6,001

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM E JACKSON FOUNDATION
    EIN:
    84-1524378
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC 8,753 19,505
    ALEXION PHARMACEUTICALS INC    
    ALIGN TECHNOLOGY 4,831 10,688
    ALPHABET INC 7,490 15,767
    AMAZON.COM INC 12,205 26,055
    AMERICAN TOWER CORP REIT 8,931 11,672
    ASML HLDG NV 3,978 7,804
    BIOMARIN PHARMACEUTICAL INC 2,361 2,280
    BOSTON SCIENTIFIC 6,104 5,644
    CHUBB LTD    
    COSTCO WHOLESALE CORP 4,287 7,159
    EQUINIX INC REIT 5,159 7,856
    FACEBOOK INC CL A 10,443 15,297
    HOME DEPOT INC 4,950 6,375
    IHS MARKIT LTD 4,481 6,647
    ILLUMINA INC 2,348 3,330
    IQVIA HLDGS INC 4,861 5,554
    ISHARES MBS ETF 12,198 12,335
    MASTERCARD INC CL A 4,017 10,708
    MONSTER BEVERAGE CORP    
    NVIDIA CORP 4,605 12,011
    PAYPAL HOLDINGS INC 6,719 17,565
    S&P GLOBAL INC 3,735 5,588
    SALESFORCE COM INC 7,749 13,352
    SCHWAB CHARLES CORP 4,881 5,198
    SERVICENOW INC 7,420 19,815
    SNOWFLAKE INC 1,158 1,407
    SPLUNK INC 5,021 7,305
    THE TRADE DESK INC 3,041 12,015
    TRANSUNION 5,503 7,640
    ULTA BEAUTY INC 3,677 4,595
    VISA INC 10,194 15,530
    WASTE CONNECTIONS INC 3,860 4,923
    XYLEM INC 4,445 5,904
    ZOETIS INC 4,884 8,441

    TY 2020 LandEtcSchedule2
    Name:
    THE WILLIAM E JACKSON FOUNDATION
    EIN:
    84-1524378
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      178,986 178,986    


    TY 2020 OtherExpensesSchedule
    Name:
    THE WILLIAM E JACKSON FOUNDATION
    EIN:
    84-1524378
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEE - 43568 7,688 7,688 7,688  
    INVESTMENT FEE - 90747 2,433 2,433 2,433