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
FRENCH FDN TR UDECL
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

04-6053426
B Telephone number (see instructions)

(617) 722-7353
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$8,532,202
J 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... 114,583 113,654  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 409,647
b Gross sales price for all assets on line 6a 1,572,052
7 Capital gain net income (from Part IV, line 2)... 409,647
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)....... 10,085 6,172  
12 Total. Add lines 1 through 11........ 534,315 529,473  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 13,246 7,947   5,298
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 15,300 3,408   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)....... 36,487 35,417   1,070
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,033 46,772 0 6,368
25 Contributions, gifts, grants paid....... 377,000 377,000
26 Total expenses and disbursements. Add lines 24 and 25 442,033 46,772 0 383,368
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 92,282
b Net investment income (if negative, enter -0-) 482,701
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.............      
2 Savings and temporary cash investments......... 103,402 72,675 72,675
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,682,304 Click to see attachment5,732,369 8,459,527
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,785,706 5,805,044 8,532,202
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........ 5,785,706 5,805,044
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)..... 5,785,706 5,805,044
30 Total liabilities and net assets/fund balances (see instructions). 5,785,706 5,805,044
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,785,706
2
Enter amount from Part I, line 27a .....................
2
92,282
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
67,569
4
Add lines 1, 2, and 3 ..........................
4
5,945,557
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
140,513
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,805,044
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 29. PAYPAL HOLDINGS INC   2019-03-21 2020-01-07
b 18. ROCKWELL INTL CORP NEW   2019-09-12 2020-01-07
c 50. MERCK & CO INC     2020-01-08
d 64. TEXAS INSTRUMENTS INC   2013-03-05 2020-01-08
e 15. NEXTERA ENERGY INC     2020-01-10
30. US BANCORP DEL   2019-12-09 2020-01-10
20. US BANCORP DEL   2019-12-09 2020-01-13
40. VALERO ENERGY CORP NEW   2017-12-05 2020-01-15
30. VALERO ENERGY CORP NEW   2019-09-11 2020-01-15
2. ALPHABET INC   2018-10-04 2020-01-23
10. US BANCORP DEL   2019-12-09 2020-01-23
40. US BANCORP DEL   2018-11-26 2020-01-23
40. LENNAR CORP   2019-04-11 2020-01-24
80. RAYMOND JAMES FINL INC   2018-05-22 2020-01-24
5. ALPHABET INC   2018-10-04 2020-01-28
200. COMCAST CORP NEW CL A   2013-09-27 2020-01-28
52. HONEYWELL INTL INC   2013-09-27 2020-01-28
130. AT&T INC     2020-02-03
4. CHIPOTLE MEXICAN GRILL INC   2018-03-22 2020-02-03
30. CITIGROUP INC   2018-10-18 2020-02-03
70. CITIGROUP INC     2020-02-03
60. ELECTRONIC ARTS   2019-09-19 2020-02-03
160. MARATHON PETROLEUM CORP     2020-02-03
120. HARTFORD FINL SVCS GROUP INC COM     2020-02-04
30. MERCK & CO INC   2019-07-02 2020-02-05
14. VISA INC   2019-06-28 2020-02-05
5. VISA INC   2018-09-07 2020-02-05
80. AT&T INC     2020-02-06
200. PFIZER INC COM     2020-02-07
200. PFIZER INC COM     2020-02-07
10. BANK AMER CORP   2016-07-27 2020-02-12
130. BANK AMER CORP   2019-12-13 2020-02-12
40. CHARLES RIV LABORATORIES INTL INC     2020-02-12
14. APPLE COMPUTER INC COM     2020-02-14
30. EDISON INTL   2019-11-15 2020-02-14
40. QUALCOMM INC   2019-12-09 2020-02-14
66. TARGET CORP   2019-01-08 2020-02-18
40. AMERICAN INTERNATIONAL GROUP   2018-02-09 2020-02-26
260. AMERICAN INTERNATIONAL GROUP     2020-02-26
9. CHIPOTLE MEXICAN GRILL INC   2018-03-22 2020-03-03
90. EDISON INTL     2020-03-03
80. LENNAR CORP     2020-03-03
70. NEWMONT MINING CORP   2020-02-03 2020-03-03
40. NEWMONT MINING CORP   2019-01-24 2020-03-03
32. O'REILLY AUTOMOTIVE INC   2018-01-25 2020-03-03
70. EDISON INTL   2019-06-21 2020-03-04
280. E-TRADE GROUP COMMON     2020-03-05
.5384 INGERSOLL RAND INC   2020-02-03 2020-03-09
150. SCHLUMBERGER LIMITED COM   2019-11-22 2020-03-10
211. APERGY CORP-W/I     2020-03-11
120. CONAGRA FOODS INC   2019-03-25 2020-03-17
68. MICROSOFT CORP COM   2019-10-29 2020-03-26
30. QUALCOMM INC     2020-03-26
110. QUALCOMM INC     2020-03-26
36. SALESFORCE COM INC     2020-03-26
12. SALESFORCE COM INC   2019-01-02 2020-03-26
14. SHOPIFY INC-A W/I     2020-03-26
180. AT&T INC     2020-03-30
86. DANAHER CORP COMMON     2020-03-30
50. SQUARE INC - A   2020-02-03 2020-03-30
51. AMERICAN TOWER CORP-CL A     2020-03-31
26. APPLE COMPUTER INC COM   2019-10-07 2020-03-31
100. QUALCOMM INC     2020-03-31
28. BROADCOM INC   2015-03-24 2020-04-01
240. CONAGRA FOODS INC     2020-04-07
10. MARTIN MARIETTA MATLS INC   2018-06-04 2020-04-14
20. MARTIN MARIETTA MATLS INC     2020-04-14
20. MERCK & CO INC   2019-07-02 2020-04-14
130. MERCK & CO INC     2020-04-14
3. AMAZON COM INC   2015-04-22 2020-04-30
70. MERCK & CO INC     2020-04-30
8. SHOPIFY INC-A W/I   2019-11-04 2020-04-30
190. DELTA AIR LINES INC - W/I     2020-05-05
34. MARTIN MARIETTA MATLS INC     2020-05-05
6. MARTIN MARIETTA MATLS INC   2019-06-19 2020-05-05
110. BOSTON SCIENTIFIC CORP COM     2020-05-07
150. INGERSOLL RAND INC     2020-05-07
50. QUALCOMM INC   2018-11-12 2020-05-07
86. RAYTHEON TECHNOLOGIES CORP     2020-05-07
64. RAYTHEON TECHNOLOGIES CORP     2020-05-07
22. VISA INC     2020-05-07
39. ANTHEM INC     2020-05-13
8. ANTHEM INC   2019-12-20 2020-05-13
30. MERCK & CO INC   2015-12-31 2020-05-13
12. SERVICENOW INC   2018-12-31 2020-05-13
9. VERTEX PHARMACEUTICALS INC   2018-03-02 2020-05-13
3. ALPHABET INC   2020-03-03 2020-05-20
19. MICROSOFT CORP COM   2019-10-29 2020-05-20
28. PROOFPOINT INC   2019-09-05 2020-05-20
22. WAL MART STORES INC   2019-09-12 2020-05-20
1. WAL MART STORES INC   2018-10-18 2020-05-20
2376.6 BNY MELLON INTL FD CL M SHSS   2014-01-22 2020-05-21
1316.455 BNYM INTL STCK-Y   2014-01-22 2020-05-21
1571.268 BNY MELLON INTL EQTY-Y   2015-05-20 2020-05-21
50. COGNEX CORP   2019-12-20 2020-05-21
50. NEWMONT MINING CORP     2020-05-21
170. OUTFRONT MEDIA INC   2018-03-01 2020-05-21
24. PAYPAL HOLDINGS INC     2020-05-21
40. RAYTHEON TECHNOLOGIES CORP     2020-05-21
24. SAREPTA THERAPEUTICS INC   2019-03-05 2020-05-21
50. OUTFRONT MEDIA INC   2018-03-01 2020-05-22
40. OUTFRONT MEDIA INC   2018-03-01 2020-05-26
290. BOSTON SCIENTIFIC CORP COM     2020-06-03
21. BERKSHIRE HATHAWAY INC DEL CL B   2020-01-15 2020-06-05
120. COLGATE PALMOLIVE CO COM     2020-06-05
100. MORGAN STANLEY DEAN WITTER & CO   2020-02-04 2020-06-05
74. PROOFPOINT INC     2020-06-05
60. WESTERN DIGITAL CORP   2020-03-05 2020-06-05
13. W W GRAINGER INCORPORATED     2020-06-23
10. W W GRAINGER INCORPORATED   2019-10-02 2020-06-24
22. UNION PACIFIC CORP   2020-01-28 2020-06-29
42. UNION PACIFIC CORP     2020-06-29
16. APPLE COMPUTER INC COM   2019-10-07 2020-07-02
60. BANK AMER CORP   2016-07-27 2020-07-02
150. BANK AMER CORP   2020-05-21 2020-07-02
12. BERKSHIRE HATHAWAY INC DEL CL B   2019-03-14 2020-07-02
29. BERKSHIRE HATHAWAY INC DEL CL B     2020-07-02
120. CLEARWAY ENERGY INC-C   2019-05-13 2020-07-02
36. PEPSICO INC     2020-07-02
1. AMAZON COM INC   2015-04-22 2020-07-07
90. PINTEREST INC- CLASS A     2020-07-07
60. ADVANCED MICRO DEVICES INC     2020-07-08
9. NVIDIA CORP   2019-12-20 2020-07-08
15. ALCON INC   2019-07-03 2020-07-08
50. ALCON INC   2019-08-30 2020-07-09
85. ALCON INC     2020-07-09
180. MOSAIC CO/THE   2018-02-23 2020-07-15
120. MOSAIC CO/THE   2018-02-23 2020-07-16
70. ABBVIE INC     2020-07-21
110. AT&T INC     2020-07-22
170. BANK AMER CORP     2020-07-22
30. GOLDMAN SACHS GROUP INC   2018-03-26 2020-07-22
30. PIONEER NAT RES CO   2019-09-10 2020-07-22
17. SPLUNK INC   2019-09-11 2020-07-22
2. SPLUNK INC   2015-12-31 2020-07-22
26. SQUARE INC - A   2019-11-19 2020-07-22
224. AT&T INC     2020-07-24
102. RAYTHEON TECHNOLOGIES CORP     2020-07-28
90. OMNICOM GROUP INC COM     2020-07-29
160. WESTERN DIGITAL CORP     2020-07-29
20. HESS CORP   2019-08-01 2020-08-12
110. HESS CORP   2020-02-18 2020-08-12
160. INTEL CORPORATION     2020-08-12
90. NEWMONT MINING CORP   2019-01-14 2020-08-12
290. FREEPORT-MCMORAN COPPER & GOLD INC CL B     2020-08-14
30. MORGAN STANLEY DEAN WITTER & CO   2020-02-04 2020-08-14
30. MORGAN STANLEY DEAN WITTER & CO     2020-08-14
26. MEDTRONIC PLC   2019-11-19 2020-08-14
7. APPLE COMPUTER INC COM   2019-10-07 2020-08-25
24. LOWES COMPANIES INC COM   2020-06-23 2020-08-25
90. CF INDS HLDGS INC   2019-04-18 2020-08-27
110. LOUISIANA PACIFIC CORP   2020-06-05 2020-08-27
21. LOWES COMPANIES INC COM     2020-08-27
78. MC DONALDS CORPORATION COMMON   2018-10-10 2020-08-27
8. NVIDIA CORP   2019-12-20 2020-08-27
90. PINTEREST INC- CLASS A   2019-09-20 2020-08-27
59. VISA INC     2020-08-27
90. D R HORTON INC     2020-08-28
140. STATE ST CORP COM     2020-09-04
52. APPLE COMPUTER INC COM   2019-10-07 2020-09-10
7. APPLE COMPUTER INC COM   2017-10-12 2020-09-10
250. AMERICAN INTERNATIONAL GROUP     2020-09-11
50. CISCO SYS INC   2020-08-12 2020-09-11
100. CITIGROUP INC   2017-05-17 2020-09-11
150. CITIGROUP INC     2020-09-15
6. MASIMO CORP   2019-09-06 2020-09-15
9. MASIMO CORP   2019-11-20 2020-09-15
8. SERVICENOW INC   2016-11-16 2020-09-15
2. AMAZON COM INC   2015-04-22 2020-09-16
40. APPLIED MATERIALS INC   2019-08-13 2020-09-16
60. APPLIED MATERIALS INC   2019-12-06 2020-09-16
31. LOWES COMPANIES INC COM   2020-03-03 2020-09-16
29. MICROSOFT CORP COM     2020-09-16
25. MICROSOFT CORP COM   2019-06-28 2020-09-16
3. SHOPIFY INC-A W/I   2019-11-04 2020-09-16
100. CISCO SYS INC     2020-09-22
80. CONOCOPHILLIPS   2020-01-08 2020-09-22
30. BIOGEN IDEC INC     2020-10-05
80. LAMAR ADVERTISING CO A     2020-10-12
15. BECTON DICKINSON AND COMPANY   2020-01-28 2020-10-16
140. CF INDS HLDGS INC     2020-10-16
122. VISA INC   2017-08-16 2020-10-16
80. LENNAR CORP     2020-10-19
40. LPL FINANCIAL HOLIDAYS INC   2018-09-26 2020-10-20
120. PPL CORP     2020-10-20
53. PIONEER NAT RES CO     2020-10-21
16. PIONEER NAT RES CO   2019-09-10 2020-10-21
30. VERTEX PHARMACEUTICALS INC   2018-03-02 2020-10-22
90. APPLIED MATERIALS INC   2019-08-13 2020-10-23
80. APPLIED MATERIALS INC     2020-10-26
100. CVS CORP     2020-10-26
3. FEDEX CORPORATION   2020-08-28 2020-10-26
8302.112 BNY MELLON CORP BOND-M     2020-10-28
3684.598 BNY MELLON BOND FD CL M   2016-05-24 2020-10-28
47. INTERNATIONAL BUSINESS MACHINES CORP     2020-10-28
27. APTIV PLC   2020-06-03 2020-10-30
83. APTIV PLC   2020-06-03 2020-11-02
48. S & P GLOBAL INC   2020-02-26 2020-11-05
260. TWITTER INC     2020-11-06
44. LOWES COMPANIES INC COM   2020-03-03 2020-11-09
64. PNC FINANCIAL SERVICES GROUP INC   2020-07-22 2020-11-12
200. INTEL CORPORATION     2020-11-18
5. ANTHEM INC   2019-07-25 2020-11-24
7. ANTHEM INC   2019-12-20 2020-11-24
120. ARCHER DANIELS MIDLAND CO COM   2019-05-01 2020-11-24
290. FREEPORT-MCMORAN COPPER & GOLD INC CL B     2020-11-24
40. PPL CORP   2019-10-24 2020-11-24
100. PPL CORP   2019-12-31 2020-11-24
130. CARRIER GLOBAL CORP     2020-11-25
160. FIRSTENERGY CORP   2020-07-02 2020-11-25
13. GOLDMAN SACHS GROUP INC     2020-11-25
143. DOW INC.     2020-11-30
30. LPL FINANCIAL HOLIDAYS INC   2018-09-26 2020-12-02
60. LPL FINANCIAL HOLIDAYS INC   2020-03-26 2020-12-02
17. THERMO ELECTRON CORP   2020-07-21 2020-12-10
77. MERCK & CO INC   2007-01-08 2020-12-15
90. INGERSOLL RAND INC   2019-11-04 2020-12-23
10. SHOPIFY INC-A W/I   2019-11-04 2020-12-23
13. TWILIO INC - A   2017-02-13 2020-12-23
68. WAL MART STORES INC   2018-10-18 2020-12-23
1. FUGIO PRIVATE EQUITY FUND IX, LP   2020-12-31 2020-12-31
1. FUGIO PRIVATE EQUITY FUND VII LP   2020-12-30 2020-12-31
1. FUGIO PRIVATE EQUITY FUND VIII, LP   2020-12-30 2020-12-31
1. FUGIO PRIVATE EQUITY FUND V LP   2020-12-30 2020-12-31
1. FUGIO PRIVATE EQUITY X   2020-12-30 2020-12-31
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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    
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 3,193   3,023 170
b 3,668   2,990 678
c 4,426   4,221 205
d 8,312   2,237 6,075
e 3,653   2,870 783
1,699   1,805 -106
1,129   1,203 -74
3,680   3,439 241
2,760   2,467 293
2,974   2,390 584
544   602 -58
2,176   2,173 3
2,669   2,038 631
7,209   8,115 -906
7,244   5,974 1,270
8,800   4,470 4,330
9,034   4,144 4,890
4,815   4,484 331
3,480   1,352 2,128
2,261   2,084 177
5,276   4,496 780
6,290   5,976 314
8,358   13,376 -5,018
6,956   4,186 2,770
2,531   2,531  
2,863   2,409 454
1,023   717 306
3,036   2,748 288
7,610   7,270 340
7,610   8,709 -1,099
348   147 201
4,527   4,495 32
6,802   5,921 881
4,546   3,395 1,151
2,316   2,107 209
3,614   3,410 204
7,741   4,608 3,133
1,809   2,346 -537
11,760   14,192 -2,432
6,615   3,042 3,573
6,181   6,267 -86
5,083   3,971 1,112
3,437   3,190 247
1,964   1,289 675
11,681   8,790 2,891
4,835   4,585 250
12,000   11,701 299
12   19 -7
2,765   5,521 -2,756
1,640   8,685 -7,045
3,648   3,322 326
10,088   9,796 292
1,919   2,544 -625
7,035   6,271 764
5,344   5,674 -330
1,781   1,604 177
6,388   5,023 1,365
5,420   6,140 -720
11,949   9,441 2,508
2,750   3,965 -1,215
11,130   11,472 -342
6,648   5,956 692
6,732   5,621 1,111
6,236   3,765 2,471
7,412   5,802 1,610
2,006   2,274 -268
4,011   5,068 -1,057
1,646   1,687 -41
10,700   7,852 2,848
7,222   1,174 6,048
5,579   3,834 1,745
5,071   2,470 2,601
4,185   6,522 -2,337
6,146   6,491 -345
1,085   1,332 -247
4,069   3,255 814
4,157   5,102 -945
3,947   2,732 1,215
4,863   5,727 -864
3,619   4,942 -1,323
4,019   3,110 909
10,409   11,965 -1,556
2,135   2,391 -256
2,300   1,597 703
4,380   2,134 2,246
2,472   1,521 951
4,222   4,015 207
3,510   2,737 773
3,234   3,570 -336
2,752   2,573 179
125   96 29
26,000   29,993 -3,993
26,000   19,992 6,008
28,000   32,730 -4,730
3,055   2,847 208
3,171   1,609 1,562
2,476   3,411 -935
3,567   1,652 1,915
2,395   2,609 -214
3,504   3,593 -89
728   1,003 -275
598   803 -205
10,918   5,181 5,737
4,197   4,785 -588
8,468   7,446 1,022
5,124   5,447 -323
8,097   9,163 -1,066
2,981   3,488 -507
3,922   3,736 186
2,952   2,856 96
3,585   3,967 -382
6,845   6,143 702
5,865   3,665 2,200
1,399   879 520
3,497   3,454 43
2,149   2,442 -293
5,194   6,161 -967
2,781   1,754 1,027
4,798   4,632 166
3,013   391 2,622
2,322   2,718 -396
3,181   2,479 702
3,654   2,151 1,503
856   941 -85
2,835   3,051 -216
4,819   5,317 -498
2,416   5,164 -2,748
1,596   3,443 -1,847
6,849   6,783 66
3,305   3,624 -319
4,112   2,488 1,624
6,273   7,589 -1,316
2,987   4,039 -1,052
3,487   1,951 1,536
410   119 291
3,340   1,727 1,613
6,685   7,289 -604
6,200   6,527 -327
4,866   5,909 -1,043
6,785   8,899 -2,114
1,075   1,283 -208
5,915   6,672 -757
7,751   10,925 -3,174
5,740   2,894 2,846
3,967   4,833 -866
1,563   1,634 -71
1,563   1,572 -9
2,610   2,896 -286
3,491   1,604 1,887
3,992   3,234 758
2,982   4,046 -1,064
3,631   2,976 655
3,508   2,314 1,194
16,634   13,332 3,302
4,098   1,912 2,186
3,112   2,718 394
12,430   6,723 5,707
6,530   5,185 1,345
9,568   10,035 -467
6,074   2,978 3,096
818   274 544
7,060   12,648 -5,588
1,988   2,376 -388
5,086   6,139 -1,053
7,105   9,184 -2,079
1,350   946 404
2,025   1,396 629
3,711   686 3,025
6,194   783 5,411
2,260   1,927 333
3,390   3,399 -9
5,165   3,377 1,788
5,959   4,049 1,910
5,137   3,338 1,799
2,698   926 1,772
3,908   4,624 -716
2,744   5,184 -2,440
8,360   9,191 -831
5,539   5,461 78
3,536   4,204 -668
4,122   6,220 -2,098
24,348   12,641 11,707
6,649   3,922 2,727
3,353   2,652 701
3,343   4,374 -1,031
4,232   5,412 -1,180
1,278   2,154 -876
6,267   5,070 1,197
5,485   4,336 1,149
4,734   3,712 1,022
5,927   6,828 -901
829   661 168
113,905   105,000 8,905
50,000   47,642 2,358
5,020   6,784 -1,764
2,601   2,259 342
8,059   6,945 1,114
17,117   13,642 3,475
11,195   10,538 657
6,932   4,794 2,138
7,801   6,850 951
9,082   12,219 -3,137
1,579   1,453 126
2,211   2,093 118
6,016   5,333 683
6,684   4,080 2,604
1,222   1,335 -113
3,056   3,576 -520
5,058   3,549 1,509
4,233   6,285 -2,052
3,054   2,990 64
7,572   7,208 364
2,812   1,989 823
5,623   3,340 2,283
7,873   6,945 928
6,204   1,801 4,403
4,108   3,012 1,096
12,378   3,087 9,291
4,731   450 4,281
9,729   6,559 3,170
16,490     16,490
51,235     51,235
27,146     27,146
56,912     56,912
1,586     1,586
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
      132,438
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       170
b       678
c       205
d       6,075
e       783
      -106
      -74
      241
      293
      584
      -58
      3
      631
      -906
      1,270
      4,330
      4,890
      331
      2,128
      177
      780
      314
      -5,018
      2,770
       
      454
      306
      288
      340
      -1,099
      201
      32
      881
      1,151
      209
      204
      3,133
      -537
      -2,432
      3,573
      -86
      1,112
      247
      675
      2,891
      250
      299
      -7
      -2,756
      -7,045
      326
      292
      -625
      764
      -330
      177
      1,365
      -720
      2,508
      -1,215
      -342
      692
      1,111
      2,471
      1,610
      -268
      -1,057
      -41
      2,848
      6,048
      1,745
      2,601
      -2,337
      -345
      -247
      814
      -945
      1,215
      -864
      -1,323
      909
      -1,556
      -256
      703
      2,246
      951
      207
      773
      -336
      179
      29
      -3,993
      6,008
      -4,730
      208
      1,562
      -935
      1,915
      -214
      -89
      -275
      -205
      5,737
      -588
      1,022
      -323
      -1,066
      -507
      186
      96
      -382
      702
      2,200
      520
      43
      -293
      -967
      1,027
      166
      2,622
      -396
      702
      1,503
      -85
      -216
      -498
      -2,748
      -1,847
      66
      -319
      1,624
      -1,316
      -1,052
      1,536
      291
      1,613
      -604
      -327
      -1,043
      -2,114
      -208
      -757
      -3,174
      2,846
      -866
      -71
      -9
      -286
      1,887
      758
      -1,064
      655
      1,194
      3,302
      2,186
      394
      5,707
      1,345
      -467
      3,096
      544
      -5,588
      -388
      -1,053
      -2,079
      404
      629
      3,025
      5,411
      333
      -9
      1,788
      1,910
      1,799
      1,772
      -716
      -2,440
      -831
      78
      -668
      -2,098
      11,707
      2,727
      701
      -1,031
      -1,180
      -876
      1,197
      1,149
      1,022
      -901
      168
      8,905
      2,358
      -1,764
      342
      1,114
      3,475
      657
      2,138
      951
      -3,137
      126
      118
      683
      2,604
      -113
      -520
      1,509
      -2,052
      64
      364
      823
      2,283
      928
      4,403
      1,096
      9,291
      4,281
      3,170
      16,490
      51,235
      27,146
      56,912
      1,586
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 409,647
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 6,710
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 6,710
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 6,710
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,880
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 9,880
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 3,170
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,170 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletMA
    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 ofbulletBNY MELLON N A Telephone no.bullet (617) 722-7353

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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
    JAMESON S FRENCH TRUSTEE
    5
    0    
    45 DRIFTWOOD LANE
    PORTSMOUTH,NH03801
    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
    7,255,401
    b
    Average of monthly cash balances.......................
    1b
    33,246
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,288,647
    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
    7,288,647
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    109,330
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,179,317
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    358,966
    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
    358,966
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,710
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    352,256
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    352,256
    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
    352,256
    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
    383,368
    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
    383,368
    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
    383,368
    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 7 352,256
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 14,306
    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$ 383,368
    a Applied to 2019, but not more than line 2a 14,306
    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..... 352,256
    e Remaining amount distributed out of corpus 16,806
    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 16,806
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    16,806
    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.... 16,806
    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 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
    RAYMOND COALITION FOR YOUTH
    4 EPPING ST
    RAYMOND,NH03077
    NONE PC GENERAL OPERATING 1,000
    NORTHEAST DISABLED ATHLETIC
    82 KILLARNEY DR
    BURLINGTON,VT05408
    NONE PC GENERAL OPERATING 4,000
    FOREST STEWARDS GUILD
    2019 GALISTEO ST
    SANTA FE,NM87505
    NONE PC GENERAL OPERATING 5,000
    NH AUDUBON SOCIETY
    84 SILK FARM ROAD
    CONCORD,NH03301
    NONE PC GENERAL OPERATING 10,000
    TUNNELS 2 TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306
    NONE PC GENERAL OPERATING 4,000
    MYSTIC RIVER WATERSHED ASSOCIATION
    20 ACADEMY ST 306
    ARLINGTON,MA02476
    NONE PC GENERAL OPERATING 2,000
    COTTING SCHOOL
    453 CONCORD AVE
    LEXINGTON,MA02421
    NONE PC GENERAL OPERATING 4,000
    SWIM WITH A MISSION
    1 HARDY ROAD 127
    BEDFORD,NH03110
    NONE PC GENERAL OPERATING 2,500
    CONSERVATION FISHERIES
    3424 DIVISION ST
    KNOXVILLE,TN37919
    NONE PC GENERAL OPERATING 7,000
    LAND CONSERVATION ASSISTANCE NETWORK
    74 LUNT RD
    FALMOUTH,ME04105
    NONE PC GENERAL OPERATING 5,000
    CONSERVATION FUND
    C/O BNY MELLON NA
    ARLINGTON,VA22209
    NONE PC GENERAL OPERATING 3,000
    WAYPOINT
    4765 AIRPORT RD
    Cincinnati,OH45226
    NONE PC GENERAL OPERATING 2,000
    BERWICK ACADEMY
    31 ACADEMY ST
    SOUTH BERWICK,ME03908
    NONE PC GENERAL OPERATING 2,500
    PRESCOTT PARK ARTS FESTIVAL
    PO BOX 4370
    PORTSMOUTH,NH03802
    NONE PC GENERAL OPERATING 5,000
    PIKE SCHOOL INC
    34 SUNSET ROCK RD
    ANDOVER,MA01810
    NONE PC GENERAL OPERATING 5,000
    SARAH INC
    1620 BOSTON POST ROAD SUITE 200
    WESTBROOK,CT06498
    NONE PC GENERAL OPERATING 2,000
    LAWRENCE BOYS AND GIRLS CLUB
    136 WATER STREET
    Lawrence,MA01843
    NONE PC GENERALOPERATING 2,000
    NEW HAMPSHIRE LAKES ASSOCIATION
    17 CHENELL DRIVE NO 1
    CONCORD,NH03301
    NONE PC GENERAL OPERATING 2,500
    A BETTER CHANCE
    253 WEST 35TH STREET 6TH FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL OPERATING 3,000
    GOOD SHEPHERD SCHOOL
    20 WINTHROP ST
    CHARLESTOWN,MA021293315
    NONE PC GENERAL OPERATING 2,500
    NORTH AMERICAN FOREST FOUNDATION
    PO BOX 57
    Collierville,TN38027
    NONE PC GENERAL OPERATING 5,000
    FAMILY FIRST HEALTH CENTER
    230 HIGH STREET
    Hanover,PA17331
    NONE PC GENERAL OPERATING PURPOSES 10,000
    NH FUTURE FARMERS OF
    28 PENNY LN
    Barrington,NH03825
    NONE PC GENERAL OPERATING PURPOSES 2,500
    RE-MEMBER
    PO BOX 5054
    PINE RIDGE,SD57770
    NONE PC GENERAL OPERATING 5,000
    Rocking the Boat
    812 EDGEWATER RD
    Bronx,NY10474
    NONE PC GENERAL OPERATING 10,000
    SOCIETY FOR THE PROTECTION OF
    54 PORTSMOUTH ST
    Concord,NH03301
    NONE PC GENERAL OPERATING PURPOSES 10,000
    ISLAND CONSERVATION
    2100 DELAWARE AVE SUITE 1
    Santa Cruz,CA95060
    NONE PC GENERAL OPERATING 7,000
    COTTONWOOD GULCH FOUNDATION
    9223 4TH ST NW
    Albuquerque,NM87114
    NONE PC GENERAL OPERATING PURPOSES 5,000
    GRANITE STATE HYDROPOWER ASSOCIATION
    TWO COMMERCIAL STREET
    Boscawen,NH03303
    NONE PC GENERAL OPERATING 2,000
    MENUNKATUCK AUDUBON SOCIETY
    PO BOX 214
    Guilford,CO06437
    NONE PC GENERAL OPERATING PURPOSES 6,000
    RUNWAY TO RECOVERY
    29 WATER STREET SUITE 216
    Newburyport,MA01950
    NONE PC GENERAL OPERATING 5,000
    MASS FOREST ALLIANCE
    249 LAKESIDE AVE
    MARLBOROUGH,MA01752
    NONE PC GENERAL OPERATING 2,000
    DOWNEAST SALMON FEDERATION
    187 MAIN ST
    Columbia Falls,ME04623
    NONE PC GENERAL OPERATING PURPOSES 4,000
    LAND TRUST ALLIANCE
    1250 H STREET NW
    Washington,DC20005
    NONE PC GENERAL OPERATING 5,000
    BROAD MEADOW BROOK SANCTUARY
    414 MASSASOIT RD
    WORCESTER,MA01604
    NONE PC GENERAL OPERATING 5,000
    MASS EYE AND EAR INFIRMARY
    243 CHARLES ST
    Boston,MA02114
    NONE PC GENERAL OPERATING PURPOSES 1,000
    WHITE BUFFALO
    26 DAVISON ROAD
    MOODUS,CT06469
    NONE PC GENERAL OPERATING PURPOSES 3,000
    PLANNED PARENTHOOD OF NORTHERN NE
    784 HERCULES DR SUITE 110
    COLCHESTER,VT05446
    NONE PC GENERAL OPERATING 6,000
    GRANITE STATE HARDWOOD INSTITUTE
    54 PORTSMOUTH STREET
    CONCORD,NH03301
    NONE PC GENERAL OPERATING 20,000
    COLBY COLLEGE
    4000 MAYFLOWER HILL DR
    WATERVILLE,ME04901
    NONE PC GENERAL OPERATING 10,000
    AMERICAN RIVERS (ANGLERS FUND)
    C/O BNY MELLON NA
    WASHINGTON,DC20005
    NONE PC GENERAL OPERATING 2,500
    SAVING BIRDS THROUGH HABITAT
    5020 N PUTNUM RD
    OMENA,MI49674
    NONE PC GENERAL OPERATING 3,000
    SOUTHEAST LAND TRUST
    6 CENTER ST
    EXETER,NH03833
    NONE PC GENERAL OPERATING 15,000
    ESSEX COUNTY GREEN BELT ASSOCIATION
    82 EASTERN AVE
    ESSEX,MA01929
    NONE PC GENERAL OPERATING 4,000
    NORTHERN FOREST CENTER
    18 N MAIN ST 204
    CONCORD,NH03301
    NONE PC GENERAL OPERATING 10,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DRIVE
    RESTON,VA20190
    NONE PC GENERAL OPERATING 7,500
    VERMONT WOODLANDS ASSOCIATION
    PO BOX 6004
    RUTLAND,VT05702
    NONE PC GENERAL OPERATING 2,000
    MAINE CHILDREN'S HOME
    93 SILVER ST
    WATERVILLE,ME04901
    NONE PC GENERAL OPERATING 2,000
    VERMONT ASSOCIATION FOR THE BLIND
    13 OVERLOOK DRIVE SUITE 1
    BERLIN,VT05641
    NONE PC GENERAL OPERATING 2,000
    BURLINGTON BOYS AND GIRLS CLUB
    62 OAK ST
    BURLINGTON,VT05401
    NONE PC GENERAL OPERATING 2,000
    SARA HOLBROOK COMMUNITY CENTER
    66 NORTH AVE
    BURLINGTON,VT05401
    NONE PC GENERAL OPERATING 2,000
    SUMMER CAMP
    5000 STATE ROAD 67
    NORTH MARTINSVILLE,IN46151
    NONE PC GENERAL OPERATING 2,000
    CAMP TA-KUM-TA
    77 SUNSET VIEW RD
    SOUTH HERO,VT05486
    NONE PC GENERAL OPERATING 2,000
    OHIO VALLEY ENVIRONMENTAL COALITION
    725 1/2 14TH ST W
    HUNTINGTON,WV25704
    NONE PC GENERAL OPERATING 6,000
    COMMUNITY HARVEST PROJECT
    C/O BNY MELLON NA
    NORTH GRAFTON,MA01536
    NONE PC GENERAL OPERATING 7,000
    NATIVE FISH COALITION
    PO BOX 332
    WINDHAM,ME04062
    NONE PC GENERAL OPERATING 3,000
    COMMUNITY INROADS
    190 ACADEMY RD
    NORTH ANDOVER,MA01845
    NONE PC GENERAL OPERATING 1,000
    CHILD AND FAMILY SERVICES OF NH
    719 N MAIN ST
    LACONIA,NH03246
    NONE PC GENERAL OPERATING 1,000
    MERRIMACK RIVER WATERSHED COUNCIL
    60 ISLAND ST 211-E
    LAWRENCE,MA01840
    NONE PC GENERAL OPERATING 7,000
    FRIENDS FOREVER INTERNATIONAL
    MORGAN WAY
    DURHAM,NH03824
    NONE PC GENERAL OPERATING 7,500
    FRIENDS OF THE MUSIC HALL
    28 CHESTNUT STREET
    PORTSMOUTH,NH03801
    NONE PC GENERAL OPERATING 12,500
    PISCATAQUOG LAND CONSERVANCY
    5 MILL ST NEW
    BOSTON,NH03070
    NONE PC GENERAL OPERATING 2,500
    BLACKSTONE RIVER COALITION
    PO BOX 70477
    WORCESTER,MA01607
    NONE PC GENERAL OPERATING 12,000
    GUILFORD LAND CONSERVATION TRUST
    PO BOX 200
    GUILFORD,CT06437
    NONE PC GENERAL OPERATING 12,000
    FRIENDS OF BIG ISLAND POND
    PO BOX 222
    HAMPSTEAD,NH03841
    NONE PC GENERAL OPERATING 49,000
    LAKE CHAMPLAIN MARITIME MUSEUM
    4472 BASIN HARBOR RD
    VERGENNES,VT05491
    NONE PC GENERAL OPERATING 2,000
    EB DANIELS FUND
    101 MONROE STREET
    DENVER,CO80206
    NONE PC GENERAL OPERATING 1,000
    Total .................................bullet 3a 377,000
    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 ...........
             
    4 Dividends and interest from securities....     14 114,583  
    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 ............
        18 409,647  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP OTHER
        1 6,172  
    bPARTNERSHIP UBIT 525990 3,913      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 3,913 530,402  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    534,315
    (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 InvestmentsOtherSchedule2
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    14040H105 CAPITAL ONE FINL COR AT COST 18,240 22,736
    169656105 CHIPOTLE MEXICAN GRI      
    37045V100 GENERAL MOTORS CO AT COST 21,016 24,984
    443573100 HUBSPOT INC AT COST 2,951 15,858
    444859102 HUMANA INC COM AT COST 18,671 22,975
    50212V100 LPL FINANCIAL HOLIDA      
    580135101 MC DONALDS CORPORATI      
    617446448 MORGAN STANLEY DEAN AT COST 23,882 37,006
    69007J106 OUTFRONT MEDIA INC      
    717081103 PFIZER INC COM      
    718546104 PHILLIPS 66 AT COST 12,185 13,428
    999137425 FUGIO PRIVATE EQUITY AT COST 38,046 82,072
    037833100 APPLE COMPUTER INC C AT COST 24,355 94,608
    11135F101 BROADCOM INC      
    172967424 CITIGROUP INC      
    38141G104 GOLDMAN SACHS GROUP AT COST 23,353 32,436
    61945C103 MOSAIC CO/THE AT COST 8,146 8,514
    754730109 RAYMOND JAMES FINL I      
    91913Y100 VALERO ENERGY CORP N      
    00206R102 AT&T INC      
    023135106 AMAZON COM INC AT COST 12,921 84,680
    05569M814 BNY MELLON INTERMEDI AT COST 124,820 129,803
    247361702 DELTA AIR LINES INC      
    459200101 INTERNATIONAL BUSINE      
    G5960L103 MEDTRONIC PLC AT COST 33,769 40,413
    05569M509 BNY MELLON MID CAP S AT COST 503,779 933,928
    235851102 DANAHER CORP COMMON AT COST 14,843 14,439
    681919106 OMNICOM GROUP INC CO      
    713448108 PEPSICO INC AT COST 24,593 30,698
    74762E102 QUANTA SVCS INC AT COST 8,709 15,844
    79466L302 SALESFORCE COM INC AT COST 6,340 24,923
    806857108 SCHLUMBERGER LIMITED      
    902973304 US BANCORP DEL AT COST 14,185 14,443
    913017109 UNITED TECHNOLOGIES      
    05569M301 BNY MELLON INCOME ST AT COST 136,298 172,604
    05569M830 BNY MELLON BOND FD C AT COST 561,985 603,872
    125269100 CF INDS HLDGS INC AT COST 21,953 24,387
    20030N101 COMCAST CORP NEW CL AT COST 14,190 16,244
    233203421 DFA EMERG MKTS CORE AT COST 228,995 281,483
    532457108 ELI LILLY & CO COM AT COST 24,477 32,755
    573284106 MARTIN MARIETTA MATL      
    848637104 SPLUNK INC AT COST 4,099 12,572
    882508104 TEXAS INSTRUMENTS IN      
    9AA011765 LIAB-FUGIO IX      
    9TA000262 LIAB-FUGIO X      
    90138F102 TWILIO INC - A AT COST 1,625 15,910
    907818108 UNION PACIFIC CORP AT COST 9,891 21,863
    929160109 VULCAN MATERIALS COM AT COST 13,307 25,658
    026874784 AMERICAN INTERNATION      
    05569M475 BNY MELLON FOCUSED E AT COST 356,504 472,624
    101137107 BOSTON SCIENTIFIC CO      
    56585A102 MARATHON PETROLEUM C AT COST 35,549 25,643
    58933Y105 MERCK & CO INC      
    651639106 NEWMONT MINING CORP      
    70450Y103 PAYPAL HOLDINGS INC AT COST 7,793 30,680
    747525103 QUALCOMM INC AT COST 31,873 48,292
    81762P102 SERVICENOW INC AT COST 3,429 22,017
    9AA011757 FUGIO PRIVATE EQUITY AT COST 195,000 289,250
    9FF000705 LIAB-BNY MPE FUND VI      
    99VVAGM00 FUGIO PRIVATE EQUITY AT COST 176,386 439,227
    084670702 BERKSHIRE HATHAWAY I AT COST 25,419 35,476
    17275R102 CISCO SYS INC AT COST 11,435 15,663
    205887102 CONAGRA FOODS INC      
    416515104 HARTFORD FINL SVCS G      
    42809H107 HESS CORP AT COST 15,963 16,893
    9TA000254 FUGIO PRIVATE EQUITY AT COST 127,500 141,504
    92532F100 VERTEX PHARMACEUTICA      
    92826C839 VISA INC      
    02079K107 ALPHABET INC AT COST 46,796 92,850
    04621X108 ASSURANT INC AT COST 18,467 21,795
    05569M368 BNY MELLON CORP BOND      
    05569M855 BNY MELLON EMERGING AT COST 87,734 181,468
    05569M871 BNY MELLON INTL FD C AT COST 247,292 278,882
    060505104 BANK AMER CORP AT COST 7,135 14,852
    126650100 CVS CORP      
    219350105 CORNING INC COM AT COST 18,807 19,800
    35671D857 FREEPORT-MCMORAN COP AT COST 13,194 33,826
    438516106 HONEYWELL INTL INC      
    03755L104 APERGY CORP-W/I      
    075887109 BECTON DICKINSON AND AT COST 17,358 17,766
    194162103 COLGATE PALMOLIVE CO      
    46625H100 J P MORGAN CHASE & C AT COST 19,374 55,911
    594918104 MICROSOFT CORP COM AT COST 22,855 85,187
    67103H107 O'REILLY AUTOMOTIVE      
    69351T106 PPL CORP AT COST 22,958 22,842
    9FF000697 FUGIO PRIVATE EQUITY AT COST 178,514 361,870
    929089100 VOYA FINANCIAL INC AT COST 15,462 21,760
    931142103 WAL MART STORES INC      
    999G31839 LIAB-FUGIO PRIVATE E      
    87612E106 TARGET CORP      
    G47791101 INGERSOLL-RAND PLC      
    039483102 ARCHER DANIELS MIDLA AT COST 9,125 11,594
    05587K824 BNYM SEL MGR S/C VAL AT COST 167,410 220,325
    05589K400 BNYM FLTNG RT INC-Y AT COST 25,390 24,172
    09661F701 BNYM INTL SMALL CAP- AT COST 143,396 142,893
    773903109 ROCKWELL INTL CORP N AT COST 10,946 17,055
    46120E602 INTUITIVE SURGICAL I AT COST 14,243 19,634
    502431109 L3HARRIS TECHNOLOGIE AT COST 15,769 20,036
    723787107 PIONEER NAT RES CO      
    82509L107 SHOPIFY INC-A W/I      
    852234103 SQUARE INC - A AT COST 6,909 22,635
    958102105 WESTERN DIGITAL CORP      
    G96629103 WILLIS TOWERS WATSON AT COST 9,304 10,113
    007903107 ADVANCED MICRO DEVIC AT COST 8,328 22,928
    20825C104 CONOCOPHILLIPS AT COST 12,471 9,598
    285512109 ELECTRONIC ARTS      
    574795100 MASIMO CORP AT COST 4,910 8,588
    666807102 NORTHROP GRUMMAN COR AT COST 6,009 4,876
    67066G104 NVIDIA CORP AT COST 18,092 35,510
    743424103 PROOFPOINT INC      
    808513105 SCHWAB CHARLES CORP AT COST 8,848 11,138
    H01301128 ALCON INC      
    031100100 AMETEK INC NEW AT COST 13,865 16,811
    038222105 APPLIED MATERIALS IN AT COST 15,248 24,164
    05587K857 BNYM INTL STCK-Y AT COST 174,065 280,392
    260557103 DOW INC.      
    36555P107 GARDNER DENVER HOLDI      
    803607100 SAREPTA THERAPEUTICS AT COST 6,934 9,718
    595017104 MICROCHIP TECHNOLOGY AT COST 17,678 25,136
    90184L102 TWITTER INC      
    H1467J104 CHUBB LTD AT COST 24,370 27,552
    036752103 ANTHEM INC AT COST 9,270 10,275
    05587K865 BNYM SELECT MGR S/C AT COST 163,483 270,127
    65339F101 NEXTERA ENERGY INC AT COST 7,566 13,270
    03027X100 AMERICAN TOWER CORP-      
    05588E850 BNY MELLON HIGH YIEL AT COST 45,733 47,191
    18539C204 CLEARWAY ENERGY INC- AT COST 4,206 8,940
    26614N102 DUPONT DE NEMOURS IN      
    269246401 E-TRADE GROUP COMMON      
    281020107 EDISON INTL      
    384802104 W W GRAINGER INCORPO      
    526057104 LENNAR CORP AT COST 4,883 8,385
    983134107 WYNN RESORTS LTD AT COST 14,689 11,960
    05587K832 BNYM US EQUITY FUND- AT COST 268,537 472,047
    05588D753 BNY MELLON INTL EQTY AT COST 273,910 328,216
    72352L106 PINTEREST INC- CLASS AT COST 6,343 19,770
    989207105 ZEBRA TECHNOLOGIES C AT COST 9,764 17,679
    98978V103 ZOETIS INC AT COST 9,858 14,730
    159864107 CHARLES RIV LABORATO      
    192422103 COGNEX CORP AT COST 10,113 16,860
    546347105 LOUISIANA PACIFIC CO AT COST 7,902 11,523
    22788C105 CROWDSTRIKE HOLDINGS AT COST 11,876 11,438
    584021109 MEDALLIA I NC AT COST 7,613 6,976
    G46188101 HORIZON THERAPEUTICS AT COST 7,330 10,973
    25659T107 DOLBY LABORATORIES I AT COST 6,508 10,684
    N6596X109 NXP SEMICONDUCTORS N AT COST 14,536 19,240
    00130H105 AES CORPORATION AT COST 6,867 7,990
    G5876H105 MARVELL TECHNOLOGY G AT COST 10,284 11,885
    04271T100 ARRAY TECHNOLOGIES I AT COST 6,840 6,902
    443510607 HUBBELL INC COM AT COST 6,705 7,212
    G3198U102 ESSENT GROUP LTD AT COST 7,177 8,208
    918204108 V F CORPORATION COM AT COST 14,628 18,790
    09857L108 BOOKING HOLDINGS INC AT COST 14,567 17,818
    03662Q105 ANSYS INC AT COST 13,820 13,824
    02005N100 ALLY FINANCIAL INC AT COST 7,093 9,985
    759351604 REINSURANCE GROUP AM AT COST 6,910 7,765
    92857W308 VODAFONE GROUP PLC N AT COST 10,483 11,042
    759916109 REPLIGEN CORP AT COST 8,999 10,731
    110122108 BRISTOL MYERS SQUIBB AT COST 13,772 13,647
    65341B106 NEXTERA ENERGY PARTN AT COST 10,809 14,081
    98980L101 ZOOM VIDEO COMMUNICA AT COST 12,885 8,433
    81181C104 SEAGEN INC AT COST 9,167 8,932
    833445109 SNOWFLAKE INC-CLASS AT COST 10,713 11,256
    718172109 PHILIP MORRIS INTERN AT COST 14,926 14,902
    G29183103 EATON CORP PLC AT COST 26,544 34,841
    68902V107 OTIS WORLDWIDE CORP AT COST 8,902 9,862
    879369106 TELEFLEX INC AT COST 10,253 12,759
    548661107 LOWES COMPANIES INC AT COST 11,846 17,496
    14448C104 CARRIER GLOBAL CORP AT COST 8,617 14,786
    127097103 CABOT OIL & GAS CORP AT COST 6,876 5,698
    89832Q109 TRUIST FINL CORP AT COST 7,099 8,627
    252131107 DEXCOM INC AT COST 7,509 9,982
    45687V106 INGERSOLL RAND INC AT COST 11,294 16,310
    962166104 WEYERHAEUSER CO COM AT COST 6,309 7,377
    31428X106 FEDEX CORPORATION AT COST 5,952 7,010
    30303M102 FACEBOOK INC AT COST 28,916 45,618
    88160R101 TESLA MOTORS INC AT COST 17,329 30,344
    83304A106 SNAP INC CL A AT COST 6,606 12,518
    00287Y109 ABBVIE INC AT COST 40,719 49,289
    G8994E103 TRANE TECHNOLOGIES P AT COST 18,871 27,726
    90353T100 UBER TECHNOLOGIES IN AT COST 10,812 10,710
    871829107 SYSCO CORP AT COST 13,241 14,109
    30161N101 EXELON CORP AT COST 16,494 18,155
    517834107 LAS VEGAS SANDS CORP AT COST 13,788 14,900
    03076C106 AMERIPRISE FINL INC AT COST 8,078 8,162
    58155Q103 MCKESSON CORPORATION AT COST 7,818 7,479

    TY 2020 OtherDecreasesSchedule
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Description Amount
    PENDING SALES ADJ 84
    PY RETURN OF CAPITAL ADJ 301
    ROC ADJ OF CY SALES 198
    FUGIO PRIVATE EQUITY FUND VII, LP 56,023
    FUGIO PRIVATE EQUITY FUND V, LP 55,495
    FUGIO PRIVATE EQUITY FUND IX, LP 9,246
    FUGIO PRIVATE EQUITY FUND VIII, LP 19,158
    COST BASIS ADJ 8


    TY 2020 OtherExpensesSchedule
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAX PAYMENT 70 0   70
    PARTNERSHIP EXPENSES 35,417 35,417   0
    OTHER EXPENSE 1,000 0   1,000


    TY 2020 OtherIncomeSchedule2
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 6,172 6,172  
    UBIT 3,913 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Description Amount
    FUGIO PRIVATE EQUITY FUND X, LP 5,690
    PARTNERSHIP DISTRIBUTIONS 61,879


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 13,246 7,947   5,298


    TY 2020 TaxesSchedule
    Name:
    FRENCH FDN TR UDECL
    EIN:
    04-6053426
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 3,408 3,408   0
    PY EXCISE TAX 2,436 0   0
    ESTIMATED EXCISE PAYMENTS 9,456 0   0