TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
ROBERTS FAMILY FOUNDATION
C/O PAUL MCCOY

Number and street (or P.O. box number if mail is not delivered to street address)31 ST JAMES AVENUE SUITE 740
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116

A Employer identification number

04-3522054

B Telephone number (see instructions)

(617) 933-3620

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$47,912,625J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,903,879
2	Check .............
3	Interest on savings and temporary cash investments	22		22
4	Dividends and interest from securities...	300,276		300,276
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-294,661
b	Gross sales price for all assets on line 6a 39,440,082
7	Capital gain net income (from Part IV, line 2)...			1,193,709
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........	2,909,516		1,494,007
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		15,000	15,000	0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		113,080	113,080	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		30,250	250	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		237,527	237,527	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	395,857		365,857	0
25	Contributions, gifts, grants paid.......	1,760,523			1,760,523
26	Total expenses and disbursements. Add lines 24 and 25	2,156,380		365,857	1,760,523
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	753,136
b	Net investment income (if negative, enter -0-)			1,128,150
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		1	1
	2	Savings and temporary cash investments.........	421,072	2,334,376	2,334,376
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	38,006,628	38,628,182	45,578,248
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	38,427,700	40,962,559	47,912,625
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	38,427,700	40,962,559
	29	Total net assets or fund balances (see instructions).....	38,427,700	40,962,559
	30	Total liabilities and net assets/fund balances (see instructions).	38,427,700	40,962,559

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

38,427,700

Enter amount from Part I, line 27a .....................

753,136

Other increases not included in line 2 (itemize) bullet

1,781,723

Add lines 1, 2, and 3 ..........................

40,962,559

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

40,962,559

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	ALPHAKEYS MILLENNIUM	P	2017-09-29	2020-12-31
b	ATLAS ENHANCED FUND	P	2017-10-30	2020-12-31
c	PUTNAM ULTRA SHORT	P	2019-09-12	2020-01-15
d	PUTNAM ULTRA SHORT	P	2019-09-30	2020-01-15
e	PUTNAM ULTRA SHORT	P	2019-10-31	2020-01-15
	PUTNAM ULTRA SHORT	P	2019-11-29	2020-01-15
	PUTNAM ULTRA SHORT	P	2019-12-31	2020-01-15
	UBS ULTRA SHORT INCOME	P	2019-09-12	2020-01-15
	US TSY NOTE 01.375 %	P	2019-09-12	2020-02-15
	US TSY NOTE 01.375 %	P	2019-11-05	2020-01-15
	US TSY NOTE 01.625 %	P	2019-09-12	2020-03-15
	US TSY NOTE 01.625 %	P	2019-11-05	2020-03-15
	US TSY NOTE 01.750 %	P	2020-09-11	2020-12-31
	US TSY NOTE 02.000 %	P	2020-09-11	2021-11-30
	US TSY NOTE 02.000 %	P	2019-09-12	2020-01-31
	US TSY NOTE 02.375 %	P	2019-11-05	2020-04-30
	US TSY NOTE 03.625 %	P	2019-11-05	2020-02-15
	AMER FUNDS NEW WORLD	P	2017-11-01	2020-04-03
	AMER FUNDS NEW WORLD	P	2017-11-01	2020-03-24
	AMER FUNDS NEW WORLD	P	2017-12-21	2020-04-03
	AMER FUNDS NEW WORLD	P	2017-12-21	2020-04-03
	AMER FUNDS NEW WORLD	P	2018-01-19	2020-04-03
	DFA EMERGING MARKETS	P	2018-01-03	2020-03-17
	DFA EMERGING MARKETS	P	2018-01-09	2020-03-17
	DFA EMERGING MARKETS	P	2018-03-02	2020-03-17
	DFA EMERGING MARKETS	P	2018-04-17	2020-03-17
	DFA EMERGING MARKETS	P	2018-06-25	2020-04-14
	DFA EMERGING MARKETS	P	2018-06-25	2020-04-03
	DFA EMERGING MARKETS	P	2018-06-25	2020-03-17
	DFA EMERGING MARKETS	P	2018-09-27	2020-04-14
	DFA EMERGING MARKETS	P	2018-12-18	2020-04-14
	DFA EMERGING MARKETS	P	2018-12-18	2020-04-14
	DFA EMERGING MARKETS	P	2018-12-18	2020-04-14
	DFA EMERGING MARKETS	P	2019-06-27	2020-04-14
	DFA EMERGING MARKETS	P	2019-09-27	2020-04-14
	DFA EMERGING MARKETS	P	2019-12-17	2020-04-14
	DFA EMERGING MARKETS	P	2019-12-17	2020-04-14
	DFA INTERNATIONAL CORE	P	2018-03-02	2020-03-17
	DFA INTERNATIONAL CORE - WASH SALE	P	2018-03-02	2020-03-17
	DFA INTERNATIONAL CORE	P	2018-03-02	2020-04-06
	DFA INTERNATIONAL CORE	P	2018-04-17	2020-04-06
	DFA INTERNATIONAL CORE	P	2018-04-17	2020-04-14
	DFA INTERNATIONAL CORE	P	2018-06-25	2020-04-14
	DFA INTERNATIONAL CORE	P	2018-06-28	2020-04-14
	DFA INTERNATIONAL CORE	P	2018-09-27	2020-04-14
	DFA INTERNATIONAL CORE	P	2018-12-17	2020-04-14
	DFA INTERNATIONAL CORE	P	2019-03-28	2020-04-14
	DFA INTERNATIONAL CORE	P	2019-06-27	2020-04-14
	DFA INTERNATIONAL CORE	P	2019-09-27	2020-04-14
	DFA INTERNATIONAL CORE	P	2019-12-16	2020-04-14
	DFA INTERNATIONAL CORE	P	2020-03-30	2020-04-14
	ENERGY TRANSFER LP UNITS	P	2017-10-31	2020-02-19
	ENERGY TRANSFER LP UNITS	P	2017-11-08	2020-02-19
	ENERGY TRANSFER LP UNITS	P	2017-11-29	2020-02-19
	ENERGY TRANSFER LP UNITS	P	2018-01-09	2020-02-19
	ENERGY TRANSFER LP UNITS	P	2018-01-12	2020-02-19
	ENERGY TRANSFER LP UNITS	P	2018-01-12	2020-02-19
	ENTERPRISE PRODUCTS	P	2017-10-30	2020-03-09
	ENTERPRISE PRODUCTS	P	2017-11-14	2020-03-09
	ENTERPRISE PRODUCTS	P	2017-11-15	2020-03-09
	ENTERPRISE PRODUCTS	P	2018-01-09	2020-03-09
	ENTERPRISE PRODUCTS	P	2018-01-12	2020-03-09
	ENTERPRISE PRODUCTS	P	2018-04-06	2020-03-09
	ENTERPISE PRODUCTS	P	2018-04-06	2020-03-09
	JPMORGAN CHASE & CO	P	2017-10-30	2020-03-09
	JPMORGAN CHASE & CO	P	2018-01-08	2020-03-09
	JPMORGAN CHASE & CO	P	2018-03-06	2020-03-09
	MATTHEWS PACIFIC TIGER	P	2017-11-01	2020-04-03
	MATTHEWS PACIFIC TIGER	P	2017-11-01	2020-03-24
	MERCK & CO INC NEW COM	P	2017-10-30	2020-02-19
	MERCK & CO INC NEW COM	P	2018-01-08	2020-02-19
	MERCK & CO INC NEW COM	P	2018-03-06	2020-02-19
	MERCK & CO INC NEW COM	P	2018-04-17	2020-02-19
	PFIZER INC	P	2018-01-30	2020-02-19
	PFIZER INC	P	2018-03-06	2020-02-19
	PFIZER INC	P	2018-04-17	2020-02-19
	VANGUARD FTSE DEVELOPED	P	2017-10-30	2020-03-09
	VANGUARD FTSE DEVELOPED	P	2017-12-28	2020-03-09
	VANGUARD TOTAL STOCK MKT	P	2020-02-19	2020-03-24
	J P MORGAN EXCHANGE-TRADED FD BETBULD JAPAN	P	2019-11-04	2020-01-30
	J P MORGAN EXCHANGE-TRADED FD BETBULD JAPAN	P	2020-01-02	2020-01-30
	ISHARES US ETF TRUSTGSCI COMMODITY DYNAMIC ROLL STRATEGY ETF	P	2020-01-02	2020-01-30
	SPDR MSCI ACWI EX USETF WHEN ISSUED	P	2019-11-04	2020-04-02
	ISHARES INC MSCI GERMANY ETF	P	2020-06-05	2020-09-22
	ISHARES INC MSCI GERMANY ETF	P	2020-04-02	2020-04-30
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2020-08-03	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2020-08-03	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2020-08-03	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2020-08-03	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-08-03	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-04-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-04-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-04-17
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-03-13
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-03-13
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-03-13
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-02-05
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-02-05
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-02-05
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-01-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-01-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-01-10
	ISHARES TR US TREAS BD ETF	P	2018-12-04	2020-08-03
	ISHARES TR US TREAS BD ETF	P	2019-03-21	2020-08-03
	ISHARES TR US TREAS BD ETF	P	2019-05-22	2020-08-03
	ISHARES TR US TREAS BD ETF	P	2020-02-03	2020-02-06
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-12-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-12-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-11-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-11-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-10-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-10-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-09-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-09-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-08-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-08-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-07-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-07-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-06-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-06-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-05-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-05-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-04-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-04-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-03-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-03-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-02-29
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-02-29
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-01-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-07-12	2020-01-31
	ISHARES INC CORE MSCI EMERGING MKTS ETF	P	2020-08-03	2020-09-01
	ISHARES INC CORE MSCI EMERGING MKTS ETF	P	2020-01-02	2020-02-03
	ISHARES S&P 500	P	2019-03-04	2020-09-01
	ISHARES S&P 500	P	2019-03-04	2020-08-03
	ISHARES S&P 500	P	2019-03-21	2020-08-03
	ISHARES S&P 500	P	2019-03-21	2020-04-30
	ISHARES S&P 500	P	2019-03-21	2020-02-28
	ISHARES S&P 500	P	2020-02-06	2020-02-28
	J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC	P	2019-11-04	2020-03-09
	J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC	P	2020-02-03	2020-03-09
	J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC	P	2020-03-03	2020-03-09
	J P MORGAN EXCHANGE-TRADED FD ULTRA SHRT INC	P	2019-11-04	2020-01-02
	INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD	P	2020-08-03	2020-10-02
	SPDR SER TR S&P DIVID ETF	P	2019-11-19	2020-04-02
	SPDR SER TR S&P DIVID ETF	P	2019-11-19	2020-01-02
	ISHARES TR SHORT TREAS BD	P	2020-10-02	2020-11-09
	ISHARES TR SHORT TREAS BD	P	2020-04-30	2020-08-03
	ISHARES TR SHORT TREAS BD	P	2020-03-09	2020-07-01
	ISHARES TR SHORT TREAS BD	P	2020-04-30	2020-07-01
	ISHARES TR SHORT TREAS BD	P	2020-03-09	2020-06-05
	ISHARES TR SHORT TREAS BD	P	2020-03-09	2020-06-01
	ISHARES TR SHORT TREAS BD	P	2020-04-06	2020-06-01
	ISHARES TR SHORT TREAS BD	P	2020-03-09	2020-04-02
	ISHARES TR SHORT TREAS BD - WASH SALE	P	2020-03-09	2020-04-02
	ISHARES TRUST 1-3 YEAR TREASURY BOND ETF	P	2019-03-04	2020-01-02
	ISHARES TRUST UNITEDSTATES TREASURY	P	2018-12-04	2020-03-12
	ISHARES TRUST UNITEDSTATES TREASURY	P	2019-03-21	2020-03-12
	ISHARES TRUST UNITEDSTATES TREASURY	P	2020-02-03	2020-03-12
	ISHARES TRUST UNITEDSTATES TREASURY	P	2020-02-03	2020-02-06
	J P MORGAN EXCHANGE-TRADED FD BETBULD JAPAN	P	2020-01-02	2020-01-30
	ISHARES US ETF TRUSTGSCI COMMODITY DYNAMIC ROLL STRATEGY ETF	P	2020-01-02	2020-01-30
	SPDR MSCI ACWI EX USETF WHEN ISSUED	P	2019-11-04	2020-04-02
	ISHARES INC MSCI GERMANY ETF	P	2020-06-05	2020-09-22
	ISHARES INC MSCI GERMANY ETF	P	2020-04-02	2020-04-30
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-12-08
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-11-17
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-10-19
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-09-17
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-08-12
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-07-10
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-06-12
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2020-04-30	2020-05-12
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-04-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-04-17
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-04-17
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-03-13
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-03-13
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-03-13
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-02-05
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-02-05
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-02-05
	WORLD GOLD TR SPDR GLD MINIS	P	2018-12-27	2020-01-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-02-04	2020-01-10
	WORLD GOLD TR SPDR GLD MINIS	P	2019-03-21	2020-01-10
	ISHARES TR US TREAS BD ETF	P	2018-06-08	2020-09-01
	ISHARES TR US TREAS BD ETF	P	2019-03-21	2020-09-01
	ISHARES TR US TREAS BD ETF	P	2019-05-22	2020-09-01
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-12-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-12-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-11-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-11-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-10-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-10-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-09-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-09-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-08-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-08-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-07-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-07-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-06-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-06-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-05-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-05-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-04-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-04-30
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-03-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-03-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-02-29
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-02-29
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2015-01-05	2020-01-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-01-31
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2016-04-29	2020-01-02
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2013-06-28	2020-01-02
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2017-01-31	2020-01-02
	ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5	P	2018-01-31	2020-01-02
	ISHARES INC CORE MSCI EMERGING MKTS ETF	P	2020-01-02	2020-02-03
	ISHARES S&P 500	P	2019-03-04	2020-09-01
	ISHARES S&P 500	P	2019-03-21	2020-09-01
	ISHARES S&P 500	P	2020-06-01	2020-09-01
	ISHARES S&P 500	P	2018-11-07	2020-02-03
	ISHARES S&P 500	P	2019-03-21	2020-02-03
	INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD	P	2020-08-03	2020-10-02
	SPDR SER TR S&P DIVID ETF	P	2019-11-19	2020-04-02
	SPDR SER TR S&P DIVID ETF	P	2019-11-19	2020-02-28
	SPDR SER TR S&P DIVID ETF	P	2020-01-02	2020-02-28
	ISHARES TR SHORT TREAS BD	P	2020-05-29	2020-11-09
	ISHARES TR SHORT TREAS BD	P	2018-12-27	2020-08-03
	ISHARES TR SHORT TREAS BD	P	2020-03-03	2020-08-03
	ISHARES TR SHORT TREAS BD	P	2020-04-30	2020-08-03
	ISHARES TR SHORT TREAS BD - WASH SALE	P	2020-04-30	2020-08-03
	ISHARES TR SHORT TREAS BD	P	2020-04-02	2020-07-01
	ISHARES TR SHORT TREAS BD	P	2020-04-30	2020-07-01
	ISHARES TR SHORT TREAS BD	P	2020-04-02	2020-06-05
	ISHARES TR SHORT TREAS BD	P	2020-04-02	2020-06-01
	ISHARES TRUST 1-3 YEAR TREASURY BOND ETF	P	2019-11-19	2020-01-02
	ISHARES TRUST UNITEDSTATES TREASURY	P	2018-12-04	2020-03-12
	ISHARES TRUST UNITEDSTATES TREASURY	P	2019-03-21	2020-03-12
	DISPOSAL - SUMMIT CONC	P	2020-01-01	2020-12-31
	DISPOSAL - BLACKSTONE	P	2020-01-01	2020-12-31
	DISPOSAL - TIGER NOTE	P	2020-01-01	2020-12-31
	DISPOSAL - VAN ECK GOLD MINERS	D	2018-01-01	2020-02-25
	SALE RECONCILIATION	P	2018-01-01	2020-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	354,994	267,009	87,985
b	481,947	350,000	131,947
c	625,000	625,621	-621
d	712	713	-1
e	1,181	1,182	-1
	1,124	1,125	-1
	1,028	1,029	-1
	150,000	150,000	0
	249,461	250,000	-539
	249,925	249,971	-46
	249,717	250,000	-283
	250,000	250,000	0
	250,000	250,000	0
	250,000	250,000	0
	250,000	250,000	0
	500,000	500,000	0
	250,000	250,000	0
	18,237	22,977	-4,740
	100,000	127,023	-27,023
	1,455	1,823	-368
	1,148	1,438	-290
	17,340	22,949	-5,609
	89,532	150,000	-60,468
	88,515	150,000	-61,485
	59,615	100,000	-40,385
	598	1,000	-402
	18,781	26,565	-7,784
	14,320	22,608	-8,288
	33,365	50,827	-17,462
	2,956	3,924	-968
	3,876	4,586	-710
	172	204	-32
	9,378	11,097	-1,719
	606	793	-187
	3,683	4,541	-858
	4,689	6,106	-1,417
	2,240	2,917	-677
	133,340	205,007	-71,667
	218		218
	31,395	44,993	-13,598
	13,470	19,828	-6,358
	57,832	80,172	-22,340
	75,461	100,000	-24,539
	4,116	5,354	-1,238
	1,567	2,060	-493
	3,138	3,465	-327
	748	899	-151
	5,123	6,206	-1,083
	2,044	2,443	-399
	2,651	3,434	-783
	462	653	-191
	32,473	34,440	-1,967
	32,473	33,774	-1,301
	32,473	30,976	1,497
	32,473	38,294	-5,821
	32,473	39,640	-7,167
	65,154		65,154
	25,589	31,757	-6,168
	14,216	17,040	-2,824
	37,909	45,614	-7,705
	37,909	52,580	-14,671
	56,864	81,570	-24,706
	47,386	57,895	-10,509
	94,969		94,969
	47,250	49,727	-2,477
	47,250	52,987	-5,737
	96,428	115,047	-18,619
	121	164	-43
	100,000	139,620	-39,620
	73,486	50,025	23,461
	73,486	51,127	22,359
	81,651	54,017	27,634
	122,476	89,918	32,558
	109,086	112,096	-3,010
	36,362	35,835	527
	109,086	110,055	-969
	416,016	494,330	-78,314
	92,448	112,063	-19,615
	365,577	517,237	-151,660
	371,382	384,188	-12,806
	1,000,945	1,027,335	-26,390
	578,204	627,207	-49,003
	407,275	538,768	-131,493
	558,310	551,903	6,407
	1,650,178	1,452,486	197,692
	47	32	15
	47	33	14
	51	36	15
	59	54	5
	18	19	-1
	47	32	15
	48	33	15
	51	35	16
	59	53	6
	18	19	-1
	44	30	14
	44	31	13
	48	33	15
	55	49	6
	17	17	0
	48	32	16
	48	33	15
	52	35	17
	60	52	8
	18	19	-1
	41	27	14
	41	28	13
	44	30	14
	51	45	6
	16	16	0
	39	27	12
	39	28	11
	42	30	12
	49	46	3
	40	30	10
	40	31	9
	43	33	10
	50	49	1
	40	30	10
	40	31	9
	43	33	10
	51	50	1
	31	23	8
	31	24	7
	33	26	7
	35	28	7
	35	29	6
	37	31	6
	37	30	7
	37	31	6
	40	33	7
	38	31	7
	38	32	6
	41	34	7
	143,174	124,269	18,905
	226,558	200,925	25,633
	301,457	270,024	31,433
	523,245	527,231	-3,986
	36	22	14
	1	1	0
	35	23	12
	1	1	0
	36	23	13
	1	1	0
	36	23	13
	1	1	0
	38	23	15
	1	1	0
	34	21	13
	1	1	0
	32	22	10
	1	1	0
	32	23	9
	1	1	0
	30	22	8
	1	1	0
	30	23	7
	1	1	0
	29	22	7
	1	1	0
	30	23	7
	1	1	0
	532,861	512,761	20,100
	802,308	861,050	-58,742
	571,024	453,989	117,035
	71,374	60,532	10,842
	38,661	33,517	5,144
	93,967	92,815	1,152
	193,367	189,641	3,726
	524,603	601,813	-77,210
	469,596	469,343	253
	840,576	840,906	-330
	748,677	749,553	-876
	1,219,795	1,221,100	-1,305
	564,941	581,905	-16,964
	112,420	155,150	-42,730
	1,007,874	997,814	10,060
	578,482	578,628	-146
	868,358	869,867	-1,509
	429,478	430,410	-932
	120,905	121,114	-209
	542,482	543,699	-1,217
	775,466	777,156	-1,690
	292,184	292,852	-668
	292,660	292,821	-161
	161		161
	230,328	227,394	2,934
	569,266	545,797	23,469
	201,772	198,504	3,268
	580,024	601,115	-21,091
	141,219	141,976	-757
	599,069	614,766	-15,697
	425,896	461,991	-36,095
	230,005	304,163	-74,158
	236,240	233,529	2,711
	851,193	749,220	101,973
	35	24	11
	34	24	10
	43	30	13
	12	11	1
	35	24	11
	34	24	10
	44	30	14
	13	11	2
	33	22	11
	32	22	10
	41	28	13
	12	10	2
	35	23	12
	34	23	11
	44	30	14
	13	11	2
	30	20	10
	29	20	9
	38	26	12
	11	9	2
	29	20	9
	28	20	8
	36	26	10
	10	10	0
	30	22	8
	29	22	7
	37	28	9
	11	10	1
	30	22	8
	29	22	7
	37	29	8
	11	11	0
	23	17	6
	22	17	5
	28	22	6
	25	21	4
	25	21	4
	32	27	5
	27	22	5
	26	22	4
	34	28	6
	28	23	5
	27	23	4
	35	29	6
	266,495	234,024	32,471
	215,272	192,900	22,372
	311,580	281,992	29,588
	22	14	8
	19	12	7
	22	14	8
	19	12	7
	23	14	9
	19	12	7
	22	14	8
	19	12	7
	23	14	9
	20	12	8
	21	13	8
	18	11	7
	20	13	7
	17	12	5
	20	14	6
	17	12	5
	19	13	6
	16	11	5
	19	14	5
	16	12	4
	18	13	5
	15	11	4
	18	14	4
	16	12	4
	37,404	31,693	5,711
	31,930	25,844	6,086
	18,366	14,585	3,781
	8,789	7,692	1,097
	286,509	307,487	-20,978
	222,065	176,551	45,514
	26,084	21,199	4,885
	69,087	60,147	8,940
	191,787	165,426	26,361
	101,266	89,091	12,175
	312,969	322,367	-9,398
	187,342	258,545	-71,203
	107,317	120,895	-13,578
	136,500	155,183	-18,683
	286,087	286,683	-596
	297,277	296,156	1,121
	37,533	37,517	16
	492,804	493,660	-856
	857		857
	20,483	20,520	-37
	202,505	202,854	-349
	238,470	238,922	-452
	453,278	454,106	-828
	741,519	742,484	-965
	1,107,173	1,061,528	45,645
	398,738	392,280	6,458
	542,305		542,305
		418,086	-418,086
	37,969		37,969
	3,002,335	1,793,600	1,208,735
	297,643	297,643	0

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			87,985
b			131,947
c			-621
d			-1
e			-1
			-1
			-1
			0
			-539
			-46
			-283
			0
			0
			0
			0
			0
			0
			-4,740
			-27,023
			-368
			-290
			-5,609
			-60,468
			-61,485
			-40,385
			-402
			-7,784
			-8,288
			-17,462
			-968
			-710
			-32
			-1,719
			-187
			-858
			-1,417
			-677
			-71,667
			218
			-13,598
			-6,358
			-22,340
			-24,539
			-1,238
			-493
			-327
			-151
			-1,083
			-399
			-783
			-191
			-1,967
			-1,301
			1,497
			-5,821
			-7,167
			65,154
			-6,168
			-2,824
			-7,705
			-14,671
			-24,706
			-10,509
			94,969
			-2,477
			-5,737
			-18,619
			-43
			-39,620
			23,461
			22,359
			27,634
			32,558
			-3,010
			527
			-969
			-78,314
			-19,615
			-151,660
			-12,806
			-26,390
			-49,003
			-131,493
			6,407
			197,692
			15
			14
			15
			5
			-1
			15
			15
			16
			6
			-1
			14
			13
			15
			6
			0
			16
			15
			17
			8
			-1
			14
			13
			14
			6
			0
			12
			11
			12
			3
			10
			9
			10
			1
			10
			9
			10
			1
			8
			7
			7
			7
			6
			6
			7
			6
			7
			7
			6
			7
			18,905
			25,633
			31,433
			-3,986
			14
			0
			12
			0
			13
			0
			13
			0
			15
			0
			13
			0
			10
			0
			9
			0
			8
			0
			7
			0
			7
			0
			7
			0
			20,100
			-58,742
			117,035
			10,842
			5,144
			1,152
			3,726
			-77,210
			253
			-330
			-876
			-1,305
			-16,964
			-42,730
			10,060
			-146
			-1,509
			-932
			-209
			-1,217
			-1,690
			-668
			-161
			161
			2,934
			23,469
			3,268
			-21,091
			-757
			-15,697
			-36,095
			-74,158
			2,711
			101,973
			11
			10
			13
			1
			11
			10
			14
			2
			11
			10
			13
			2
			12
			11
			14
			2
			10
			9
			12
			2
			9
			8
			10
			0
			8
			7
			9
			1
			8
			7
			8
			0
			6
			5
			6
			4
			4
			5
			5
			4
			6
			5
			4
			6
			32,471
			22,372
			29,588
			8
			7
			8
			7
			9
			7
			8
			7
			9
			8
			8
			7
			7
			5
			6
			5
			6
			5
			5
			4
			5
			4
			4
			4
			5,711
			6,086
			3,781
			1,097
			-20,978
			45,514
			4,885
			8,940
			26,361
			12,175
			-9,398
			-71,203
			-13,578
			-18,683
			-596
			1,121
			16
			-856
			857
			-37
			-349
			-452
			-828
			-965
			45,645
			6,458
			542,305
			-418,086
			37,969
			1,208,735
			0

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,193,709
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	15,681
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	15,681
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	15,681
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	62,017
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	62,017
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	46,336
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax46,336	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

JACQUELINE MCCOY CPA Telephone no. bullet

(617) 933-3620

Located at bullet

31 ST JAMES AVENUE SUITE 740BOSTONMA ZIP+4 bullet

02116

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
ROBERT G BANNISH	TRUSTEE 1.00	0	0	0
RICE HEARD BIGELOW INC 50 CONGRESS STREET BOSTON,MA02109	TRUSTEE 1.00	0	0	0
KRISTEN ROBERTS	TRUSTEE 0.00	0	0	0
31 ST JAMES AVENUE SUITE 740 BOSTON,MA02116	TRUSTEE 0.00	0	0	0
THOMAS S ROBERTS	TRUSTEE 0.00	0	0	0
31 ST JAMES AVENUE SUITE 740 BOSTON,MA02116	TRUSTEE 0.00	0	0	0

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

38,103,610

Average of monthly cash balances.......................

5,275,882

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

43,379,492

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

43,379,492

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

650,692

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

42,728,800

Minimum investment return. Enter 5% of line 5..................

2,136,440

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.)

Minimum investment return from Part X, line 6....................

2,136,440

Tax on investment income for 2020 from Part VI, line 5......

15,681

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

15,681

Distributable amount before adjustments. Subtract line 2c from line 1............

2,120,759

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,120,759

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

2,120,759

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,760,523

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

1,760,523

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

1,760,523

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

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					2,120,759
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......
c From 2017......
d From 2018......	41,851
e From 2019......	551,240
fTotal of lines 3a through e........		593,091
4Qualifying distributions for 2020 from Part
XII, line 4: $ 1,760,523
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.....					1,760,523
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2020.		360,236			360,236
(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		232,855
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 ......		232,855
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....	232,855
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVE 5TH FLOOR BOSTON,MA02116	NONE		UNRESTRICTED	523
HARVARD BUSINESS SCHOOL 124 MOUNT AUBURN STREET CAMBRIDGE,MA02138	NONE	OTHER PUBLIC CHARITY	UNRESTRICTED	1,500,000
NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DRIVE DEDHAM,MA02026	NONE		UNRESTRICTED	10,000
PRINCETON 1 NASSAU HALL PRINCETON,NJ08540	NONE		UNRESTRICTED	250,000
Total ................................. 3a				1,760,523

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	22
4 Dividends and interest from securities....			14	300,276
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	-294,661
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		5,637	0

13Total. Add line 12, columns (b), (d), and (e)..................

5,637

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization ROBERTS FAMILY FOUNDATION C/O PAUL MCCOY

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	THOMAS AND KRISTEN ROBERTS 31 ST JAMES AVE SUITE 740 BOSTON, MA02116	$ 2,903,879	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization ROBERTS FAMILY FOUNDATION C/O PAUL MCCOY		Employer identification number 04-3522054

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	95,100 SHARES GDX	$ 2,903,879	2020-02-25
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
FID 6162	7,424,606	7,519,472	9,158,554
FID 6163	7,327,101	7,462,348	8,394,057
UBS 9444 ALTERNATIVES	13,913,204	14,778,433	16,425,667
UBS 2744 TREASURIES	4,370,266	2,448,216	2,482,178
UBS 3129 EQUITIES	4,690,173	5,936,401	7,041,241
WF 8796	63,003	65,387	65,387
SUMMIT CONCENTRATED	1,000,000	0	0
SUMMIT SUSTAINABLE	1,000,000	320,052	1,913,291
PENDING	-1,781,725	97,873	97,873

Description	Revenue and Expenses per Books	Net Investment Income
BANK FEES	458	458
PASSTHRU EXPENSES/ ACTIVITY	234,385	234,385
OTHER EXPENSES	2,684	2,684

Category	Amount	Net Investment Income
WELLS FARGO 8796	0	0
UBS 3126	0	0
UBS 3127	4,625	4,625
UBS 3129	30,469	30,469
3EDGE TOTAL RETURN	39,228	39,228
3EDGE CONSERVATIVE	38,758	38,758


Name of organization ROBERTS FAMILY FOUNDATION C/O PAUL MCCOY			Employer identification number 04-3522054
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.