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
M D JIROUS AND BARBARA JIROUS
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)2701 W I 44 SERVICE RD STE 103
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73112
A Employer identification number

73-1483496
B Telephone number (see instructions)

(405) 942-2936
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$13,919,334J 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 17,985 14,732  
4 Dividends and interest from securities... 125,597 125,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 245,264
b Gross sales price for all assets on line 6a 3,805,215
7 Capital gain net income (from Part IV, line 2)... 245,264
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)....... Click to see attachment 72,940 72,940  
12 Total. Add lines 1 through 11........ 461,786 458,533  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,000     70,000
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 283     283
c Other professional fees (attach schedule).... Click to see attachment 66,458 66,458    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,631 20,631    
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 2,500 2,500    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,872 89,589   70,283
25 Contributions, gifts, grants paid....... 520,380 520,380
26 Total expenses and disbursements. Add lines 24 and 25 680,252 89,589   590,663
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -218,466
b Net investment income (if negative, enter -0-) 368,944
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 431,756 135,897 135,897
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)....... 9,703,000 Click to see attachment9,780,393 13,783,437
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) 10,134,756 9,916,290 13,919,334
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,134,756 9,916,290
29 Total net assets or fund balances (see instructions)..... 10,134,756 9,916,290
30 Total liabilities and net assets/fund balances (see instructions). 10,134,756 9,916,290
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
10,134,756
2
Enter amount from Part I, line 27a .....................
2
-218,466
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,916,290
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,916,290
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 ACCT 6078 P    
b ACCT 6078 P    
c ACCT 6078 P    
d ACCT 6078 P    
e ACCT 6104 P    
ACCT 6133 P    
ACCT 6133 P    
ACCT 2181 P    
ACCT 2181 P    
ACCT 2181 P    
  P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,950   3,799 -849
b 64     64
c 98,126   37,785 60,341
d 162   24 138
e 55,000   54,953 47
99,261   87,626 11,635
984,898   648,204 336,694
983,437   1,258,522 -275,085
1,581,108   1,469,038 112,070
209     209
       
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       -849
b       64
c       60,341
d       138
e       47
      11,635
      336,694
      -275,085
      112,070
      209
       
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 2 245,264
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 -264,235
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 5,128
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,128
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,128
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,319
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,319
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 21,191
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet21,191 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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)
    bulletOK
    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
    Yes
     
    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 addressbulletNONE
    14
    The books are in care ofbulletFD THOMPSON & CO PLC Telephone no.bullet (405) 603-6400

    Located atbullet13320 N MACARTHUR BLVDOKLAHOMA CITYOK ZIP+4bullet73142
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    M D JIROUS PRESIDENT
    000.00     		55,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    BARBARA JIROUS PRESIDENT
    000.00     		5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    JAY JIROUS DIRECTOR
    000.00     		5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    THOMAS COLLINS DIRECTOR
    000.00     		5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,298,357
    b
    Average of monthly cash balances.......................
    1b
    275,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,574,067
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,574,067
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    188,611
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,385,456
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    619,273
    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
    619,273
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,128
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,128
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    614,145
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    614,145
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    614,145
    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
    590,663
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    590,663
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    590,663
    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 7 614,145
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 589,717
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 590,663
    a Applied to 2019, but not more than line 2a 589,717
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 946
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		613,199
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN LEGION POST 91
    PO BOX 327
    WEATHERFORD,OK73096     		NONE 501(C)(3) CONTRIBUTION 1,000
    ANGIE DEBO ELEMENTARY
    16060 N MAY
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 1,000
    BLACKWELL CHAMBER OF COMMERCE
    120 S MAIN ST
    BLACKWELL,OK74631     		NONE 501(C)(3) CONTRIBUTION 1,500
    CALERA POLICE DEPARTMENT
    112 W MAIN ST
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    CALERA SCHOOLS
    209 N 3RD
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    CALERA UNITED METHODIST CHURCH
    111 S MCKINLEY AVE
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    CALM WATERS
    4334 NW EXPRESSWAY
    OKLAHOMA CITY,OK73116     		NONE 501(C)(3) CONTRIBUTION 1,500
    CARA CARES
    2215 YORK RD STE 300
    OAK BROOK,IL60523     		NONE 501(C)(3) CONTRIBUTION 2,500
    CASA OF OK COUNTY
    2905 N CLASSEN BLVD
    OKLAHOMA CITY,OK73118     		NONE 501(C)(3) CONTRIBUTION 1,000
    CASHION EDUCATION FOUNDATION
    PO BOX 351
    CASHION,OK73016     		NONE 501(C)(3) CONTRIBUTION 1,000
    CENTRAL OK HABITAT FOR HUMANITY
    1800 N BROADWAY
    OKLAHOMA CITY,OK73103     		NONE 501(C)(3) CONTRIBUTION 500
    CHARLES HASKELL ELEMENTARY
    1701 NW 150TH STREET
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 1,000
    CHEROKEE STRIP HISTORICAL SOC
    2617 WEST FIR AVENUE
    PERRY,OK73077     		NONE 501(C)(3) CONTRIBUTION 50,000
    CHURCH OF CHRIST FELLOWSHIP HALL
    405 S MCKINLEY AVE
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    CHURCH OF THE SERVANT
    14343 N MACARTHUR BLVC
    OKLAHOMA CITY,OK73142     		NONE 501(C)(3) CONTRIBUTION 1,000
    CITY RESCUE MISSION
    800 W CALIFORNIA AVE
    OKLAHOMA CITY,OK73106     		NONE 501(C)(3) CONTRIBUTION 2,500
    COMPASSION CHURCH
    6901 NW 150TH ST
    OKLAHOMA CITY,OK73142     		NONE 501(C)(3) CONTRIBUTION 1,000
    CONNECTING POINT PRESBYTERIAN CHURC
    4400 N SHARTEL AVE
    OKLAHOMA CITY,OK73102     		NONE 501(C)(3) CONTRIBUTION 1,000
    CROSSING CHRISTIAN SCHOOL
    14400 PORTLAND AVE
    OKLAHOMA CITY,OK73134     		NONE 501(C)(3) CONTRIBUTION 3,000
    DEER CREEK ELEMENTARY
    4704 NW 164TH ST
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 1,000
    DEER CREEK MIDDLE SCHOOL
    2601 NW 234TH ST
    EDMOND,OK73025     		NONE 501(C)(3) CONTRIBUTION 1,000
    DEER CREEK SCHOOLS
    6101 NW 206TH ST
    EDMOND,OK73012     		NONE 501(C)(3) CONTRIBUTION 5,000
    DEPT OF CLASSICS UNIV OF OK
    650 PARRINGTON OVAL
    NORMAN,OK73019     		NONE 501(C)(3) CONTRIBUTION 57,000
    DURANT HIGH SCHOOL
    950 GERLACH DRIVE
    DURANT,OK74701     		NONE 501(C)(3) CONTRIBUTION 1,000
    EBABC
    723 COLLEGE
    EAST BERNARD,TX77435     		NONE 501(C)(3) CONTRIBUTION 250
    FAITH CHURCH
    12201 WARWICK DR
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    FIRST BAPTIST CHURCH OF CALERA
    THIRD RYAN
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    FRIENDS OF OKLAHOMA HISTORY CENTER
    7403 N KELLEY AVE
    OKLAHOMA CITY,OK73111     		NONE 501(C)(3) CONTRIBUTION 100,000
    FRONTIER ELEMENATARY
    4901 EXPLORER DR
    EDMOND,OK73012     		NONE 501(C)(3) CONTRIBUTION 1,000
    GATE CHURCH
    7700 N COUNCIL RD
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 1,000
    GLORY BOUND PENTECOSTAL
    301 E WASHINGTON AVE
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    GRACE HARBOR CHURCH
    11300 N COUNCIL RD
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    GRACE INDIAN BAPTIST CHURCH
    HIGHWAY 78
    CALERA,OK74730     		NONE 501(C)(3) CONTRIBUTION 1,000
    GROVE VALLEY ELEMENTARY SCHOOL
    3500 DANFORTH ROAD
    EDMOND,OK73012     		NONE 501(C)(3) CONTRIBUTION 2,000
    GUTHRIE HIGH SCHOOL
    200 CROOKS DR
    GUTHRIE,OK73044     		NONE 501(C)(3) CONTRIBUTION 7,000
    HARVEST HILLS ELEMENTARY
    8201 NW 104TH ST
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    HERITAGE BAPTIST CHURCH
    14317 N COUNCIL
    OKLAHOMA CITY,OK73142     		NONE 501(C)(3) CONTRIBUTION 1,000
    HIGHER PLAIN BAPTIST CHURCH
    6810 NW 122ND ST
    OKLAHOMA CITY,OK73142     		NONE 501(C)(3) CONTRIBUTION 1,000
    HIGHLAND HILLS BAPTIST CHURCH
    7900 DEVORE DR
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    HOLY LUTHERAN SCHOOL
    308 NW 164TH STREET
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 1,000
    JAMES L DENNIS ELEMENTARY
    11800 JAMES L DENNIS DR
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    JESUS HOUSE
    1335 W SHERIDAN AVE
    OKLAHOMA CITY,OK73106     		NONE 501(C)(3) CONTRIBUTION 3,500
    LIFE CHURCH
    4600 E 2ND STREET
    EDMOND,OK73034     		NONE 501(C)(3) CONTRIBUTION 1,000
    METRO BAPTIST CHURCH
    7201 W BRITTON RD
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 1,000
    MUSTANG DIAMOND CLUB
    1201 N MUSTANG RD
    MUSTANG,OK73064     		NONE 501(C)(3) CONTRIBUTION 1,080
    MYRIAD GARDEN FOUNDATION
    301 W RENO AVE
    OKLAHOMA CITY,OK73102     		NONE 501(C)(3) CONTRIBUTION 100
    NEW CHURCH
    9201 N ROCKWELL AVE
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 2,000
    NEW HEIGHTS ELEMENTARY SCHOOL
    1715 UNIVERSITY BLVD
    DURANT,OK74701     		NONE 501(C)(3) CONTRIBUTION 1,000
    NEW HOPE CHRUCH
    11600 N COUNCIL RD
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    NEW LIFE ASSEMBLY OF GOD
    4121 SE 59TH
    DEL CITY,OK73135     		NONE 501(C)(3) CONTRIBUTION 1,000
    NICHOLS HILLS GARDEN TOUR
    6407 AVONDALE DR
    NICHOLS HILLS,OK73116     		NONE 501(C)(3) CONTRIBUTION 500
    NICHOLS HILLS PARKS INC
    6407 AVONDALE DR
    NICHOLS HILLS,OK73116     		NONE 501(C)(3) CONTRIBUTION 250
    NORTH MACARTHUR CHURCH OF CHRIST
    9300 N MACARTHUR
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 1,000
    NORTHRIDGE ELEMENTARY
    8501 NW 82ND ST
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 1,000
    NORTHSIDE CHRISTIAN CHURCH
    2526 NW 122ND ST
    OKLAHOMA CITY,OK73120     		NONE 501(C)(3) CONTRIBUTION 1,000
    OAKDALE BAPTIST CHURCH
    10920 N SOONER RD
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 3,000
    OAKDALE SCHOOL FOUNDATION
    10901 N SOONER RD
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 2,500
    OETA
    7403 N KELLEY AVE
    OKLAHOMA CITY,OK73111     		NONE 501(C)(3) CONTRIBUTION 100,000
    ORDER OF DEMOLAY
    PO BOX 891223
    OKLAHOMA CITY,OK73189     		NONE 501(C)(3) CONTRIBUTION 3,000
    ORDER OF EASTERN STAR
    126 W HACKBERRY AVE
    ENID,OK73701     		NONE 501(C)(3) CONTRIBUTION 3,000
    PC NORTH BASKETBALL
    5401 NW 40TH
    OKLAHOMA CITY,OK73122     		NONE 501(C)(3) CONTRIBUTION 1,000
    PEOPLE CHURCH
    800 E BRITTON
    OKLAHOMA CITY,OK73114     		NONE 501(C)(3) CONTRIBUTION 1,000
    PERRY CHAMBER OF COMMERCE
    300 6TH STREET
    PERRY,OK73077     		NONE 501(C)(3) CONTRIBUTION 5,200
    PERRY MAIN STREET
    PO BOX 188
    PERRY,OK73077     		NONE 501(C)(3) CONTRIBUTION 1,000
    PERRY POLICER DEPARTMENT
    729 CEDAR ST
    PERRY,OK73077     		NONE 501(C)(3) CONTRIBUTION 1,000
    PHSAA INC
    900 FIR ST
    PERRY,OK73077     		NONE 501(C)(3) CONTRIBUTION 75,000
    PORTER LIONS CLUB
    PO BOX 74
    PORTER,OK74454     		NONE 501(C)(3) CONTRIBUTION 1,000
    QUAIL CREEK ELEMENTARY SCHOOL
    11700 THORN RIDGE ROAD
    OKLAHOMA CITY,OK73120     		NONE 501(C)(3) CONTRIBUTION 1,000
    QUAIL SPRINGS BAPTIST CHURCH
    14613 N MAY AVE
    OKLAHOMA CITY,OK73134     		NONE 501(C)(3) CONTRIBUTION 1,000
    RAINBOW GIRLS SCHOLARSHIP
    PO BO 1459
    GUTHRIE,OK73044     		NONE 501(C)(3) CONTRIBUTION 12,000
    REFLECTION CHURCH
    8601 N COUNCIL RD
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 1,000
    REGIONAL FOOD BANK
    3355 S PURDUE AVE
    OKLAHOMA CITY,OK73137     		NONE 501(C)(3) CONTRIBUTION 2,000
    ROSE UNION ELEMENTARY
    5100 COFFEE CREEK RD
    EDMOND,OK73025     		NONE 501(C)(3) CONTRIBUTION 1,000
    SAMMIT MIDDLE SCHOLL
    1703 NW 150TH
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 1,000
    SCOTTISH RITE GUTHRIE VALLEY
    900 E OKLAHOMA AVE
    GUTHRIE,OK73044     		NONE 501(C)(3) CONTRIBUTION 3,000
    SCOTTISH RITE MCALESTER VALLEY
    305 N 2ND ST
    MCALESTER,OK74501     		NONE 501(C)(3) CONTRIBUTION 1,000
    SCOTTISH RITE TULSA VALLEY
    9525 E 51ST STREET G
    TULSA,OK74145     		NONE 501(C)(3) CONTRIBUTION 1,000
    SE OKLAHOMA STATE UNIV
    1405 N 4TH
    DURANT,OK74701     		NONE 501(C)(3) CONTRIBUTION 3,000
    SPRING CREEK BAPTIST CHURCH
    11701 N MACARTHUR BLVD
    OKLAHOMA CITY,OK73162     		NONE 501(C)(3) CONTRIBUTION 1,000
    SPRING CREEK ELEMENTARY
    15400 N ROCKWELL AVE
    EDMOND,OK73013     		NONE 501(C)(3) CONTRIBUTION 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITA
    400 N WALKER AVE 170
    OKLAHOMA CITY,OK73102     		NONE 501(C)(3) CONTRIBUTION 1,500
    STONERIDGE ELEMENTARY SCHOOL
    10000 WEST MEMORIAL RD
    YUKON,OK73099     		NONE 501(C)(3) CONTRIBUTION 1,000
    SWOSU FOUNDATION
    100 CAMPUS DRIVE
    WEATHERFORD,OK73096     		NONE 501(C)(3) CONTRIBUTION 2,500
    THE ICONIC SPORTS FOUNDATION
    4500 N ROCKWELL AVE
    BETHANY,OK73008     		NONE 501(C)(3) CONTRIBUTION 1,000
    THE SALVATION ARMY
    311 SW 5TH STREET
    OKLAHOMA CITY,OK73101     		NONE 501(C)(3) CONTRIBUTION 2,500
    THE SALVATION ARMY
    311 SW 5TH STREET
    OKLAHOMA CITY,OK73101     		NONE 501(C)(3) CONTRIBUTION 1,000
    TOP OF OK HISTORICAL
    303 S MAIN ST
    BLACKWELL,OK74631     		NONE 501(C)(3) CONTRIBUTION 1,000
    UNITED FUND OF PERRY
    1010 7TH STREET
    PERRY,OK73077     		NONE 501(C)(3) CONTRIBUTION 1,000
    WEATHERFORD MIDDLE SCHOOL
    509 CUSTER ST
    WEATHERFORD,OK73096     		NONE 501(C)(3) CONTRIBUTION 2,000
    WILEY POST ELEMENTARY
    6920 W BRITTON RD
    OKLAHOMA CITY,OK73132     		NONE 501(C)(3) CONTRIBUTION 3,000
    WILL ROGERS ELEMENTARY
    8201 NW 122ND
    OKLAHOMA CITY,OK73142     		NONE 501(C)(3) CONTRIBUTION 1,000
    BLACKWELL HIGH SCHOOLS
    303 E COOLIDGE AVE
    BLACKWELL,OK74631     		NONE 501(C)(3) CONTRIBUTION 1,000
    Total .................................bullet 3a 520,380
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 17,985  
    4 Dividends and interest from securities....     14 125,597  
    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.....     18 72,940  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        245,264
    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)..   216,522 245,264
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    461,786
    (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:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 283     283

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND    
    ACUSHNET HOLDINGS 11,947 16,946
    ADOBE INC 69,059 129,531
    ALPHABET 145,491 205,059
    ALPS TR 143,825 130,225
    AMAZON 201,013 328,950
    AMERICAN TOWER    
    AMERIPRISE    
    APPLE 102,188 119,421
    APTARGROUP INC 2,251 5,886
    ARTISAN PARTNERS ASSET MGMT 6,208 9,363
    ASPEN TECHNOLOGY 4,665 18,626
    AUTONHOME INC 7,477 27,097
    BOEING    
    CALIFORNIA EFA REV TXBL 20,000 21,405
    CDW CORPORATION    
    CHICAGO IL WTR REV 22,081 23,804
    COMCAST 38,563 52,924
    COMM SERVICES SELECT SECTOR 177,589 244,075
    CONNECTICUT ST SER B 20,947 21,734
    CONSUMER DISCRETIONARY SELECT SECTOR 147,695 202,422
    CONSUMERS STAPLES SECTOR 295,686 319,713
    CORE LABORATORIES INC    
    COSTCO 36,253 58,401
    COUNTRY CLUB HILLS IL 20,946 22,120
    CT ST SPL TAX OGLG REV 21,440 22,257
    CUMBERLAND CNTY NJ 20,178 21,078
    DANAHER 45,645 93,077
    DONALDSON COMPANY 3,120 6,426
    DRIL-QUIP INC 9,013 5,687
    EMCOR GROUP 14,385 19,390
    ENTERGY TEXAS 14,628 16,392
    EOG RESOURCES 94,620 99,740
    FACEBOOK 58,342 90,689
    FACTSET RESEARCH SYSTEMS 6,610 14,298
    FINANCIAL SECTOR SDPR FUND 102,314 137,406
    FIRST HAWAIIAN 17,516 18,251
    FTI CONSULTING 17,136 18,322
    GLOBAL X FINTEXH ETF 177,870 346,728
    GOLDMAN SACHS 101,966 118,670
    GRACO INC 10,161 23,441
    HEALTH CARE SELECT SECTOR 330,682 441,282
    HOME DEPOT 52,159 68,530
    HONEYWELL INTL 53,695 72,105
    HOUSTON TX UTIL SYS 10,000 11,783
    HOUSTON TX UTIL SYS 10,000 11,822
    INDIANA ST HSG & CMTY 15,000 15,669
    INDUSTRIAL SELECT SECTOR SDPR 126,585 189,674
    INDUSTRY CA SALES TAX    
    INTERCONTINENTALEXCHANGE 32,281 48,422
    INVESCO QQQ TRUST 138,623 363,625
    INVESCO S&P 500 EQUAL WEIGHT 167,749 255,208
    ISHARES 1-3 YR TREAS BOND 686,047 706,588
    ISHARES EDGE MSCI 254,824 300,437
    ISHARES ETF PFD & INCOME SECS 185,834 182,614
    ISHARES MSCI EAFE 168,337 189,696
    ISHARES MSCI EMERGING 168,511 196,346
    ISHARES S&P 100 129,714 233,087
    ISHARES S&P MIDCAP 400 GROWTH 178,562 219,260
    ISHARES S&P SMALLCAP 600 269,183 354,415
    ISHARES SHORT-TERM CORP BOND 319,940 334,772
    ISHARES US AEROSPACE & DEFENSE    
    ISHARES US BASIC MATERIALS    
    JACK HENRY & ASSOC INC 1,286 8,585
    JPMORGAN CHASE 94,362 101,656
    KENTUCKY HSG CORP HSG 15,000 15,584
    LA SALLE & BUREAU 15,000 15,386
    LAUDER ESTEE    
    LG&E & KU ENERGY 15,089 15,277
    LOS ANGELES CNTY CA 19,675 21,491
    LOWES    
    MADISON & JERSEY CNTYS 10,000 10,027
    MANHATTAN ASSOCIATES 6,246 16,093
    MARKETAXESS HOLDINGS INC    
    MARYLAND ST CMNTY DEV 20,000 21,158
    MARYLAND ST STAD AUTH 15,484 16,901
    MASSACHUSETTS EDL FING 21,492 22,970
    MASSACHUSETTS ST HSG FIN 10,000 10,400
    MEDTRONIC 43,947 55,056
    MICROSOFT 219,210 350,089
    MINNESOTA ST HSG FIN 10,000 10,266
    MOELIS & CO 11,537 12,532
    MONDELEZ INTL 30,619 40,286
    MURRIETA CA REDEV AGY 9,909 11,066
    NJ ST HSG & MTGG 10,000 10,147
    O REILLY AUTOMOTIVE    
    OLD DOMINION FREIGHT    
    ONTARIO CA PENSION OBLIG 21,500 21,627
    OSCEOLA CNTY FL PUB IMPT 20,000 22,117
    PARKER HANNIFIN    
    POMONA CA PUB FING AUTH 10,000 10,376
    POOL CORP 6,404 26,448
    PORT VANCOUVER WA 20,000 22,626
    PRICESMART INC 10,176 11,842
    PRIMERICA INC 7,222 19,822
    PUTNAM ULTRA SHORT 150,000 150,014
    R L I CORP 6,887 11,040
    RBC BEARING INC 1,721 11,459
    RIGHTMOVE PLC 14,871 21,766
    ROCKWELL AUTOMATION 84,859 99,572
    SAN DIEGO CA PUB 15,000 15,747
    SAN FRANCISCO CA CITY 10,000 11,232
    SDPR BLOOMBERG ET BARCLAYS HI BOND 95,189 90,529
    SDPR S&P 500 236,833 459,872
    SDPR S&P HEALTH CARE EQUIPMENT 125,137 167,800
    SELECT SECTOR SPDR TR UTILITIES 139,040 215,688
    SHERWIN WILLIAMS 91,500 91,864
    SIMSON MANUFACTURING 12,884 14,578
    STATE PUB SCH BLDG AUTH    
    SYLACAUGA AL TXBL WTS 9,962 10,837
    TECHNOLOGY SECTOR SDPR TRUST 190,214 491,866
    TELEDYNE TECHNOLOGIES 7,316 29,399
    THERMO RISHER SCIENTIFIC 46,737 88,498
    TJX COS 42,088 53,266
    TOLEDO HOSPITAL 17,426 18,045
    TORO COMPATNY 11,459 18,304
    UBS AG JERSEY BRH ETH E-TRACS    
    UNITEDHEALTH GROUP 164,398 206,551
    UNIVERSITY CO ENTERPRIS    
    UTAH ST MUNI PWR AGY PWR 10,000 10,388
    UTILITIES SECTOR SDPR 7,013 7,524
    VANGUARD FTSE DEVELOPED MARKETS 301,241 365,972
    VANGUARD GROWTH 115,644 441,065
    VANGUARD INDEX FDS ETF REAL ESTATE 159,496 178,268
    VANGUARD INTERMEDIATE BOND 136,857 143,360
    VANGUARD INTERMEDIATE TERM 131,743 144,350
    VANGUARD INTL EQUITY 232,685 292,242
    VANGUARD MID CAP GROWTH 61,084 165,839
    VANGUARD MID CAP VALUE 149,350 288,121
    VANGUARD SMALL CAP GROWTH 195,129 293,237
    VANGUARD SMALL CAP VALUE 121,403 266,054
    VANGUARD VALUE 209,559 433,609
    VISA INC 85,966 125,770
    WABCO HOLDINGS    
    WALT DISNEY    
    WATTS WATER 14,214 15,578
    WEST PALM BCH FL 20,000 21,598
    WISDOMTREE TRUST EUROPE HEDGED 194,776 207,818

    TY 2020 OtherExpensesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CONTRACT SERVICES 2,500 2,500    
    OFFICE EXPENSES        


    TY 2020 OtherIncomeSchedule2
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITY BASIS ADJUSTMENTS 64,062 64,062  
    OTHER INCOME 8,878 8,878  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 66,458 66,458    


    TY 2020 TaxesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD FROM DIVIDE 1,566 1,566    
    SECRETARY OF STATE 65 65    
    FEDERAL INCOME TAXES 19,000 19,000