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
ANNA MAY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1314-B CENTER DRIVE BOX 264
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEDFORD, OR97501
A Employer identification number

93-1269424
B Telephone number (see instructions)

(541) 857-1040
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$3,445,189J 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 1,144 1,144  
4 Dividends and interest from securities... 65,082 65,082  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,410
b Gross sales price for all assets on line 6a 1,321,419
7 Capital gain net income (from Part IV, line 2)... 59,410
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 125,636 125,636  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,639 20,319   20,320
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,481 4,241   4,240
c Other professional fees (attach schedule).... Click to see attachment 13,799 13,799   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,079 2,867   2,187
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 2,502 761   1,741
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,500 41,987   28,488
25 Contributions, gifts, grants paid....... 108,500 108,500
26 Total expenses and disbursements. Add lines 24 and 25 182,000 41,987   136,988
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -56,364
b Net investment income (if negative, enter -0-) 83,649
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............. 133,492 70,288 70,288
2 Savings and temporary cash investments......... 25,502 17,349 17,349
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,618,518 Click to see attachment2,636,920 3,357,552
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)..........      
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) 2,777,512 2,724,557 3,445,189
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,777,512 2,724,557
29 Total net assets or fund balances (see instructions)..... 2,777,512 2,724,557
30 Total liabilities and net assets/fund balances (see instructions). 2,777,512 2,724,557
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
2,777,512
2
Enter amount from Part I, line 27a .....................
2
-56,364
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,021
4
Add lines 1, 2, and 3 ..........................
4
2,726,169
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,612
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,724,557
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 UBS - PUBLICLY TRADED SECURITIES P   2020-12-31
b UBS - PUBLICLY TRADED SECURITIES P   2020-12-31
c UBS - DISALLOWED WASH SALE LOSS P   2020-12-31
d CAPITAL GAINS DIVIDENDS P    
e
(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 197,084   201,729 -4,645
b 1,118,348   1,060,280 58,068
c 1,612     1,612
d 4,375     4,375
e
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       -4,645
b       58,068
c       1,612
d       4,375
e
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 59,410
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 1,163
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 1,163
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 1,163
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,680
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,514
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,514 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletOR
    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 ofbulletAMY BELKIN EXECUTIVE DIRECTOR Telephone no.bullet (541) 857-1040

    Located atbullet1314-B CENTER DRIVE BOX 264MEDFORDOR ZIP+4bullet97501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILL BRAKE PRESIDENT
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    BELLE SHEPARD VICE-PRESIDENT
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    APRIL STITH TREASURER
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    CHARLEY BOHEN DIRECTOR
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    MARK MEYER DIRECTOR
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    MARY-CURTIS GRAMLEY DIRECTOR
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    STACY BRUBAKER DIRECTOR
    0.50     		0 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    AMY BELKIN EXECUTIVE DIRECTOR & SECRE
    20.00     		40,639 0 0
    1314-B CENTER DRIVE NO 264
    MEDFORD,OR97501
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    2,959,740
    b
    Average of monthly cash balances.......................
    1b
    159,450
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,119,190
    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
    3,119,190
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,788
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,072,402
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    153,620
    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
    153,620
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,163
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,163
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    152,457
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    152,457
    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
    152,457
    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
    136,988
    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
     
    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
    136,988
    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
    136,988
    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 7 152,457
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 483
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 483
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 136,988
    a Applied to 2019, but not more than line 2a 0
    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..... 136,988
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 483 483
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		14,986
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    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 e-mail address of the person to whom applications should be addressed:
    AMY BELKIN
    1314-B CENTER DRIVE BOX 264
    MEDFORD,OR97501
    (541) 601-9915
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DISTRIBUTIONS WILL BE MADE WHICH PRIMARILY BENEFIT OR HAVE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES WITHIN JACKSON, JOSEPHINE AND KLAMATH COUNTIES OF OREGON. SECONDARY CONSIDERATION WILL BE GIVEN TO THOSE THAT BENEFIT OR HAVE CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES WITHIN CURRY, LAKE, DOUGLAS, DESCHUTES AND COOS COUNTIES OF OREGON.
    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
    ALS ASSOCIATION OREGON AND SW WASHINGTON CHAPTER
    700 NE MULTNOMAH ST 210
    PORTLAND,OR97232     		NONE PC ALS FAMILY SUPPORT PROGRAM 2,000
    ASHLAND EMERGENCY FOOD BANK
    560 CLOVER LANE
    ASHLAND,OR97520     		NONE PC EMERGENCY FOOD DISTRIBUTION 2,000
    BOYS & GIRLS CLUB
    203 S E 9TH STREET
    GRANTS PASS,OR97540     		NONE PC TRIPLE PLAY PROGRAM 2,500
    CASA OF JACKSON COUNTY
    613 MARKET STREET
    MEDFORD,OR97504     		NONE PC BUSINESS OUTREACH PROGRAM 2,500
    COMMUNITY VOLUNTEER NETWORK
    1 W MAIN ST STE 303
    MEDFORD,OR97501     		NONE PC FOSTER GRANDPARENT PROGRAM OF SOUTHERN OREGON 3,000
    COMMUNITY WORKS INC
    2594 E BARNETT RD
    MEDFORD,OR97504     		NONE PC SAFETY, EDUCATION AND SUPPORT OF LOCAL FAMILIES IN NEED 2,000
    COMPASS HOUSE INC
    332 W 6TH ST
    MEDFORD,OR97501     		NONE PC CLUBHOUSE FOR THOSE WITH MENTAL HEALTH ISSUES. MEMBER EMERGENCY FUND 4,000
    FAMILY NURTURING CENTER
    212 N OAKDALE AVE
    MEDFORD,OR97501     		NONE PC FARM AND FOOD PROGRAM 4,000
    HEARTS WITH A MISSION
    521 EDWARDS ST
    MEDFORD,OR97501     		NONE PC H.E.A.R.T PROGRAM FOR YOUTH 3,000
    HOPE EQUESTRIAN
    PO BOX 396
    EAGLE POINT,OR97524     		NONE PC ADOPT A RIDER FUND 2,000
    JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM
    2305 ASHLAND STREET C-418
    ASHLAND,OR97520     		NONE PC SEXUAL ASSAULT ACUTE RESPONSE PROGRAM 3,000
    JOSEPHINE COUNTY FOUNDATION
    PO BOX 673
    MURPHY,OR97533     		NONE PC VISION CLINIC IN ROGUE RIVER 2,000
    KAIROS
    715 SW RAMSEY AVENUE
    GRANTS PASS,OR97527     		NONE PC THE SCHOOL COMMUNITY TEAM MENTORING INTEGRATION PROJECT 2,500
    KIDS UNLIMITED
    812 N RIVERSIDE
    MEDFORD,OR97501     		NONE PC SUMMER CAMP SCHOLARSHIPS 2,500
    MAGDALENE HOME
    12 BLACK OAK DRIVE
    MEDFORD,OR97501     		NONE PC RESIDENT ESSENTIAL NEEDS FUNDS 2,000
    MEDFORD SCHOOL DISTRICT 549C
    500 MONROE
    MEDFORD,OR97501     		NONE GOV EMERGENCY FUNDS FOR BASIC NEEDS/EMERGENCY GRANT 10,000
    OASIS CENTER OF THE ROGUE VALLEY
    1025 EAST MAIN ST SUITE 108
    MEDFORD,OR97504     		NONE PC FAMILY ACTIVITIES TO SUPPORT CHILD DEVELOPMENT AND RELATIONSHIPS 2,000
    ONTRACK INC
    300 W MAIN STREET
    MEDFORD,OR97501     		NONE PC BREAKING FREE DOMESTIC VIOLENCE PROGRAM 2,000
    OREGON CONSERVATORY OF PERFORMING ARTS
    PO BOX 1359
    MEDFORD,OR97501     		NONE PC OCPA SCHOLARSHIP PROGRAM 1,500
    ROGUE COMMUNITY COLLEGE
    3345 REDWOOD HWY
    GRANTS PASS,OR97527     		NONE PC HOLA (HELPING OREGON LATINOS ADVANCE) 1,500
    ROGUE GALLERY & ART CENTER
    40 SO BARTLETT
    MEDFORD,OR97501     		NONE PC ELEMENTARY SCHOOL ARTS OUTREACH PROGRAM 1,500
    ROGUE POWERPACK CHARITABLE FOUNDATION
    PO BOX 8369
    MEDFORD,OR97501     		NONE PC FOOD FOR BACKPACKS FOR CHILDREN SUFFERING FROM FOOD INSECURITY 2,000
    ROGUE RETREAT
    1410 W 8TH STREET
    MEDFORD,OR97501     		NONE PC STANDING STRONG 3,000
    ROGUE VALLEY COUNCIL OF GOVERNMENT
    155 N 1ST STR
    CENTRAL POINT,OR97502     		NONE PC EMERGENCY FUND/EMERGENCY GRANT 4,500
    ROGUE VALLEY SMART
    670 SUPERIOR CT STE 108
    MEDFORD,OR97504     		NONE PC RV SMART READING PROGRAM FOR CHILDREN IN ELEMENTARY SCHOOL 3,000
    ROGUE VALLEY SYMPHONY ASSOCIATION
    1875 HWY 99N STE 7
    ASHLAND,OR97520     		NONE PC LINK UP MUSIC INSTRUCTION PROGRAM IN THE SCHOOLS 1,500
    ROOTS AND WINGS CHILD DEVELOPMENT
    3703 INTERNATIONAL WAY STE B
    MEDFORD,OR97504     		NONE PC EQUAL ACCESS FOR EARLY CHILDHOOD EDUCATION 3,000
    SANCTUARY ONE
    13195 UPPER APPLEGATE RD
    JACKSONVILLE,OR97530     		NONE PC RESCUED ANIMALS EDUCATION PROGRAM 2,000
    ST VINCENT DE PAUL SOCIETY
    2424 NORTH PACIFIC HWY
    MEDFORD,OR97501     		NONE PC EMERGENCY FUND/EMERGENCY GRANT 5,000
    UNITED WAY OF JACKSON COUNTY
    711 E MAIN STE 17
    MEDFORD,OR97504     		NONE PC FOR HOPE (HELPING OUT PEOPLE EVERY DAY) CHEST, AN EMERGENCY ASSISTANCE FUND/BIG IDEA HIGH SCHOOL COM 7,500
    YMCA ROGUE VALLEY FAMILY YMCA
    522 WEST SIXTH STREET
    MEDFORD,OR97501     		NONE PC FINANCIAL ASSISTANCE FOR CHILD CARE PROJECT 4,000
    ARC OF JACKSON COUNTY
    121 N CENTRAL AVE
    MEDFORD,OR97501     		NONE PC KEN EONDERLY MEMORIAL EMERGENCY FUND 2,500
    BOY SCOUTS OF AMERICA
    3039 HANLEY RD
    CENTRAL POINT,OR97502     		NONE PC SCOUTREACH CLUB SUPPORT CAMPING 1,500
    FIRST PHEONIX COMMUNITY CENTER
    121 W 2ND STREET
    PHOENIX,OR97535     		NONE PC HIGHER QUALITY PROTEIN PURCHASES 1,500
    JUNIOR ACHIEVEMENT OF OREGON & SW WA
    7830 FOSTER RD
    PORTLAND,OR97206     		NONE PC CAREER READINESS AND FINANCIAL LITERACY 2,000
    OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND
    611 SISKIYOU BLVD UNIT 4
    ASHLAND,OR97520     		NONE PC JOB MATCH PROGRAM 2,000
    COMMUNITY HEALTH CENTER
    19 MYRTLE ST
    MEDFORD,OR97504     		NONE PC EMERGENCY PRESCRIPTION MEDICATION ASSISTANCE/EMERGENCY GRANT 5,000
    JACKSON COUNTY SCHOOL DISTRICT #6
    300 ASH ST
    CENTRAL POINT,OR97502     		NONE PC PLANNING FOR THE FUTURE TRANSITION PROGRAM 1,000
    Total .................................bullet 3a 108,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 1,144  
    4 Dividends and interest from securities....     14 65,082  
    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 59,410  
    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).. 0 125,636 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    125,636
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 8,481 4,241   4,240

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTRUE PLC IRELAND CL A -7239 8,237 10,971
    AIA GROUP LTD SPON ADR -7239 5,617 7,664
    AIR PROD & CHEMICAL INC -7233 11,238 13,115
    AKZO NOBEL NV SPON ADR -7239 6,236 7,861
    ALCON INC CHF -7239 5,900 6,796
    ALIBABA GROUP HLDG LTD SPON SDR -4823 6,287 20,015
    ALPHABET INC CL A -4823 4,124 12,268
    ALPHABET INC CL C -4823 4,402 12,263
    ALPHABET INC LC C -7233 12,897 24,526
    ALTRIA GROUP INC -7233 15,937 13,161
    AMAZON.COM INC -4823 1,672 29,312
    AMER FUNDS EUROPACIFIC GROWTH FUND CLASS F2 -2444 207,868 278,169
    APPLE INC -7233 6,194 30,386
    ASSA ABLOY AB ADR -7239 6,261 6,691
    AUTODESK INC -4823 3,931 22,595
    AUTOMATIC DATA PROCESSING INC -4823 1,485 2,995
    BERKSHIRE HATHAWAY INC NEW -7233 14,953 27,361
    BLACKROCK INC -7233 6,320 15,874
    BRISTOL MYERS SQUIBB CO -7233 5,486 7,071
    BROOKFIELD ASSET MANAGEMENT -7239 8,670 9,616
    CAMECO CORP CANADA CAD -7239 2,281 3,203
    CARMAX INC -7233 6,791 13,791
    CARNICAL CORP NEW (PAIRED STOCK) -7239 4,594 2,469
    CERNER CORP -4823 4,773 6,828
    CISCO SYSTEMS -4823 4,525 7,115
    CISCO SYSTEMS -7233 5,423 9,890
    CITRIX SYSTEMS INC -7233 10,061 11,449
    CLOSE BROS GROUP 25 P ORD ADR -7239 4,798 5,226
    COCA COLA EUROPEAN PARTNERS EUR -7239 6,150 6,279
    COLGATE PALMOLIVE CO -4823 5,351 6,413
    COMPASS GROUP PLC SPON ADR -7239 7,878 5,937
    DASSAULT SYSTEMS S A SPON ADR -7239 6,515 8,554
    DBS GROUP HLDGS LTD. SPON ADR -7239 4,617 5,856
    DEERE AND CO -4823 5,544 16,143
    DOLLAR TREE INC -7233 5,947 9,291
    ERSTE GROUP BANK AG SPON ADR -7239 5,024 4,366
    EXPEDITORS INTL WASH INC -4823 5,033 9,891
    EXPERIAN PLC SPON ADR -7239 5,735 6,719
    FACEBOOK INC CL A -4823 5,456 24,311
    FACTSET RESH SYSTEMS INC -4823 3,024 6,318
    FEDEX CORP -7233 10,750 17,395
    FOX CORP CL A -7233 10,804 8,357
    HEINEKEN NV SPON ADR -7239 7,076 7,873
    HOME DEPOT INC -7233 9,991 15,140
    ING GROEP N V NL SPON ADR -7239 8,071 7,363
    JOHNSON & JOHNSON COM -7233 11,097 11,804
    KDDI CORP ADR -7239 6,515 6,678
    KUBOTA CORP ADR JAPAND ADR -7239 5,308 7,613
    LOWES COMPANIES INC -7233 2,149 7,865
    LVMH MOET HENNESSY LOUIS NEW ADR -7239 6,178 8,856
    MAGNA INTL INC CL A SUB CTG CANADA ORD -7239 6,111 8,142
    MARTIN MARIETTA MATERIALS INC -7233 10,073 13,915
    MARUI LTD ADR NEW JAPAN ADR -7239 6,508 4,754
    MICROSOFT CORP -4823 3,819 17,571
    MONSTER BEVERAGE CORP NEW COM -4823 4,424 15,167
    NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR -7233 10,633 14,843
    NEWMARKET CORP -7233 10,713 12,347
    NIDEC CORP ADR -7239 6,463 11,032
    NORFOLK STHN CORP -7233 5,149 15,682
    NOVARTIS AG SPON ADR -4823 12,256 14,070
    NOVARTIS AG SPON ADR -7239 5,658 5,949
    NOVO NORDISK ADR DENMARK ADR -4823 2,115 3,981
    NVIDIA CORP -4823 5,606 19,844
    O REILLY AUTOMOTIVE INC -7233 7,649 13,577
    ORACLE CORP -4823 9,554 16,431
    PFIZER INC -7233 10,049 8,871
    PIMCO INCOME FUND CLASS I -5850 307,332 321,703
    PIMCO LOW DURATION INSTL CLASS -5850 314,301 308,097
    PROGRESSIVE CORP OHIO -7233 4,543 12,360
    QUALCOMM INC -4823 3,990 12,035
    RECKITT BENCKISER PLC SPON ADR -7239 4,936 5,672
    REGENERON PHARMACEUTICLS INC -4823 7,666 10,628
    ROCHE HLDG LTD SPONS ADR SWITZ ADR -4823 9,100 10,828
    SAFRAN SA ADR -7239 8,358 7,588
    SCHLUMBERGER LTD NETHERLANDS ANTILLES -4823 11,055 4,846
    SCHWAB CHARLES CORP NEW -7233 14,334 17,662
    SEI INVESTMENTS CO -4823 5,486 6,437
    SONY CORP ADR NEW JAPAN ADR -7239 7,247 11,930
    STARBUCKS CORP -4823 6,516 11,019
    SYMRISE AG ADR -7239 4,914 6,786
    TOTAL S.A. FRANCE SPON ADR -7239 6,345 5,071
    UBS GROUP AG CHF -7239 4,207 5,044
    UNILEVER NV N Y SHS NEW NETHERLANDS SPON SPON ADR -7239 6,506 6,881
    VANGUARD MID-CAP GORWTH INDEX ADMIRAL -7237 89,025 182,244
    VANGUARD MID-CAP VALUE INDEX ADM -7236 133,882 176,527
    VANGUARD SMALL CAP INDEX FUND ADMIRAL -7238 143,867 188,927
    VERIZON COMMUNICATIONS INC -7233 11,055 12,455
    VISA INC CL A -4823 4,862 24,498
    VISA INC CL A -7233 3,968 17,936
    YUM CHINA HLDGS INC -4823 1,661 3,882
    YUMI BRANDS INC -4823 2,675 5,428
    STORE CAP CORP REIT -7233 10,874 17,466
    TEXAS INSTRUMENTS -7233 11,450 16,413
    ASHTEAD GROUP PLC ORD -7239 6,713 9,475
    CREDICORP LTD -7239 6,116 8,365
    FANUC CORP ADR -7239 6,338 8,691
    MICHELIN COMPAGNIE GENERALE ADR -7239 6,916 6,944
    OTSUKA HLDGS CO LTD UNSPONSORED ADR -7239 5,072 5,529
    RENTOKIL INITIAL PLC SPON ADR -7239 6,590 7,547
    BOEING COMPANY -4823 13,467 18,195
    ILLUMINA INC -4823 7,197 9,250
    INTUITIVE SURGICAL INC NEW -4823 3,367 5,727
    SALESFORCE.COM INC -4823 10,462 16,022
    WALT DISNEY CO (HOLDING CO) -4823 10,765 15,400
    WORKDAY INC CL A -4823 3,443 6,230
    VANGUARD HIGH YIELD CORP FUND ADMIRAL -5850 155,094 159,354
    WESTERN ASSET CORE BOND FUND CLASS I -5850 453,769 464,245
    INVESCO DEVELOPING MARKETS FUND CLASS Y -2444 153,502 182,336

    TY 2020 OtherDecreasesSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Description Amount
    WASH SALE LOSSES DISALLOWED 1,612


    TY 2020 OtherExpensesSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 763 381   382
    INSURANCE 750 375   375
    OFFICE EXPENSE 979 0   979
    BANK SERVICE CHARGES 10 5   5


    TY 2020 OtherIncreasesSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Description Amount
    NON-TAXABLE DISTRUBTIONS 5,021


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 13,799 13,799   0


    TY 2020 TaxesSchedule
    Name:
    ANNA MAY FAMILY FOUNDATION
    EIN:
    93-1269424
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON STATE TAX 428 0   428
    FOREIGN TAX 1,107 1,107   0
    PAYROLL TAXES 3,519 1,760   1,759
    FEDERAL TAXES PAID 3,025 0   0