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
SHIVERS CANCER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 98
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX78767
A Employer identification number

74-1715889
B Telephone number (see instructions)

(512) 479-2662
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$13,202,793J 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) 16,484
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 277,723 277,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 549,282
b Gross sales price for all assets on line 6a 5,220,674
7 Capital gain net income (from Part IV, line 2)... 549,282
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........ 843,489 827,005  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,378 4,189   4,189
c Other professional fees (attach schedule).... Click to see attachment 13,932 0   13,932
17 Interest............... 19 19   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,715 7,222   0
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 93,051 89,879   3,172
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,095 101,309   21,293
25 Contributions, gifts, grants paid....... 419,603 419,603
26 Total expenses and disbursements. Add lines 24 and 25 556,698 101,309   440,896
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 286,791
b Net investment income (if negative, enter -0-) 725,696
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......... 241,855 248,571 248,571
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) 1,600,111 Click to see attachment1,259,020 1,370,666
b Investments—corporate stock (attach schedule)....... 6,895,480 Click to see attachment7,020,526 9,347,211
c Investments—corporate bonds (attach schedule)....... 1,574,759 Click to see attachment2,076,087 2,236,345
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) Click to see attachment5,208 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,317,413 10,604,204 13,202,793
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,317,413 10,604,204
29 Total net assets or fund balances (see instructions)..... 10,317,413 10,604,204
30 Total liabilities and net assets/fund balances (see instructions). 10,317,413 10,604,204
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
10,317,413
2
Enter amount from Part I, line 27a .....................
2
286,791
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,604,204
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,604,204
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 PUBLIC SECURITIES     2020-12-31
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,196,669   4,671,392 525,277
b 24,005     24,005
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       525,277
b       24,005
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 549,282
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 10,087
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 10,087
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 10,087
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 70
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 4,343
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,343 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCLARKE HEIDRICK Telephone no.bullet (512) 495-6014

    Located atbullet600 CONGRESS AVENUE SUITE 2100AUSTINTX ZIP+4bullet78701
    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
    CLARKE HEIDRICK CHAIRMAN
    0.10     		0 0 0
    600 CONGRESS AVENUE SUITE 2100
    AUSTIN,TX78701
    ROBERT E ASKEW JR MD DIRECTOR
    0.10     		0 0 0
    3901 MEDICAL PARKWAY SUITE 200
    AUSTIN,TX78756
    LEW LITTLE DIRECTOR
    0.10     		0 0 0
    2806 STRATFORD DRIVE
    AUSTIN,TX78746
    BRITT STEFFENSEN SECRETARY
    0.10     		0 0 0
    600 CONGRESS AVENUE SUITE 2100
    AUSTIN,TX78701
    SHANNON COX DIRECTOR
    0.10     		0 0 0
    3902 WATERSEDGE DRIVE
    AUSTIN,TX78731
    DEBRA PATT MD DIRECTOR
    0.10     		0 0 0
    6204 BALCONES DRIVE
    AUSTIN,TX78731
    TRISH YOUNG BROWN DIRECTOR
    0.10     		0 0 0
    6204 DIAMOND HEAD CIRCLE
    AUSTIN,TX78746
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,923,667
    b
    Average of monthly cash balances.......................
    1b
    298,340
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,222,007
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,222,007
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    183,330
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,038,677
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    601,934
    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
    601,934
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,087
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,087
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    591,847
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    591,847
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    591,847
    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
    440,896
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    440,896
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    440,896
    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 7 591,847
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 287,717
    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......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 440,896
    a Applied to 2019, but not more than line 2a 287,717
    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..... 153,179
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		438,668
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    THE UNIVERSITY OF TEXAS AT AUSTIN
    1 UNIVERSITY STATION G8000
    AUSTIN,TX78712     		NONE PUBLIC CHARITY TO FUND ORGANIZATION'S EXEMPT PURPOSE 205,000
    REGARDING CANCER
    PO BOX 204451
    AUSTIN,TX78720     		NONE PUBLIC CHARITY TO FUND ORGANIZATION'S EXEMPT PURPOSE 25,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573     		NONE PUBLIC CHARITY TO FUND ORGANIZATION'S EXEMPT PURPOSE 10,000
    BASTROP COUNTY CARES
    804 PECAN STREET
    BASTROP,TX78602     		NONE PUBLIC CHARITY TO FUND ORGANIZATION'S EXEMPT PURPOSE. 99,603
    LONE STAR CIRCLE OF CARE
    205 E UNIVERSITY AVE STE 200
    GEORGETOWN,TX78626     		NONE PUBLIC CHARITY TO FUND ORGANIZATION'S EXEMPT PURPOSE. 80,000
    Total .................................bullet 3a 419,603
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 277,723  
    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 ............     		    18 549,282  
    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).. 0 827,005 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    827,005
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

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

    74-1715889
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SHIVERS CANCER FOUNDATION
          		Employer identification number
    74-1715889
    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
    THE DAVIS CHARITABLE TRUST
     
    C/O NORTHERN TRUST 98 SAN JACINTO B
     
    AUSTIN, TX78701

    		$ 16,483


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    74-1715889
    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
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    SHIVERS CANCER FOUNDATION
          		Employer identification number

    74-1715889
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,378 4,189   4,189

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JPMORGAN CHASE & CO NTS B/E, 3.250%, MATURES 9/23/22 75,326 78,878
    ABBVIE INC. NTS B/E, 3.750%, MATURES 11/14/23 87,964 92,684
    AMGEN INC. NTS B/E, 3.625%, MATURES 5/22/24 96,719 104,278
    RIO TINTO FIN USA, LTD NTS B/E, 3.750%, MATURES 6/15/25 70,175 79,011
    WELLS FARGO & CO MED TERM NTS, 3.550%, MATURES 9/29/25 75,706 84,251
    AON PLC B/E, 3.875%, MATURES 12/15/25 62,195 68,404
    MORGAN STANLEY, NTS B/E, 3.875%, MATURES 1/27/26 68,734 80,295
    ORACLE CORP B/E, 2.650%, MATURES 7/15/26 65,673 71,469
    ALPHABET INC B/E, 1.998%, MATURES 8/15/26 68,867 75,055
    GOLDMAN SACHS GROUP INC, 3.850%, 1/26/27 71,306 79,844
    BANK OF AMERICA CORP, 3.824%, MATURES 1/20/28 71,446 80,401
    SALESFORCE.COM INC NTS, 3.700%, MATURES 4/11/28 84,500 100,293
    TARGET CORP B/E, 3.375%, MATURES 4/15/29 80,564 93,782
    WALMART INC. NTS B/E, 3.550%, MATURES 6/25/25 87,366 90,589
    VISA INC. NTS B/E, 3.150%, MATURES 12/14/25 86,389 89,748
    KEYCORP INC. NTS B/E, 2.250%, MATURES 4/26/27 76,209 90,681
    AT&T NTS B/E, 1.650%, MATURES 2/1/28 96,719 96,929
    HOME DEPOT NTS B/E, 2.950%, MATURES 6/15/29 92,191 96,619
    UNION PAC CORP B/E, 2.400%, MATURES 2/5/30 95,061 102,268
    VERIZON COMMUNICATIONS SBP, 3.150%, MATURES 3/22/30 91,980 89,713
    AFLAC INC. NTS B/E, 3.600%, MATURES 4/1/30 98,896 105,932
    BIOGEN INC. B/E, 2.250%, MATURES 5/1/30 93,674 94,014
    XILINX INC. B/E, 2.375%, MATURES 6/1/20 85,579 83,982
    WALT DISNEY CO B/E, 2.650%, MATURES 1/13/31 95,530 104,149
    CITIGROUP INC. NTS B/E, 4.412%, MATURES 3/31/31 97,318 103,076

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD SPON ADR 25,672 34,139
    ALLIANZ SD ADR 30,197 44,345
    BANCO SANTANDO SA SPON ADR 65,321 42,310
    BP PLC SPON ADR 56,897 28,790
    CHINA MOBILE LTD SPON ADR 48,506 27,370
    CK HUTCHISON HOLDINGS LTD. UNSPONSORED ADR 71,750 46,771
    COMPAGNIE DE SAINT-GOBAIN ADR 39,737 51,339
    CONTL AG-SPON ADR 44,612 55,438
    DENSO CORP ADR 6,172 9,412
    ENEL SPA ADR 23,458 50,852
    ENI SPA IT SPON ADR 43,865 25,338
    FUJI FILM HOLDINGS CORP ADR 32,194 41,566
    GLAXO SMITHCLINE PLC ADR 46,964 33,966
    HONDA MOTOR CO ADR JAPAN ADR 46,721 43,194
    ISUZU MOTOR CORP LTD ADR ADR 3,795 2,723
    KINGFISHER PLC NEW SPON ADR 40,541 36,155
    KYOCERA CORP ADR JAPAN ADR 44,818 44,573
    LLOYDS BANKING GROUP PLC SPON ADR 62,174 37,467
    MITSUBISHI ELEC CORP SPON ADR JAPAN ADR 38,660 44,919
    NATURGY ENERGY GROUP SA ADR 12,022 13,994
    NIPPON TELEG & TEL CORP SPON ADR 35,015 40,812
    NOVARTIS AG SPON ADR 20,126 32,294
    QBE INS GROUP LTD SPON ADR 29,317 21,268
    ROYAL DUTCH SHELL PLC ADS 49,824 40,097
    SANOFI SPON ADR 36,722 43,731
    SINGAPORE TELECOM LTD NEW 2006 SPON ADR 21,854 17,000
    SONY CORP ADR NEW JAPAN ADR 22,660 33,464
    SSE PLC SPON ADR 41,267 52,507
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 6,186 58,664
    TAKEDA PHARMACEUTICAL CO LTD SPON ADR 57,559 49,577
    TELIA CO AB ADR 51,131 39,509
    TESCO PLC SPON ADR 44,162 48,915
    TOKIO MARINE HOLDINGS INC SPON ADR 25,920 42,878
    UNTD OVERSEAS BK LTD SPON ADR 36,514 40,321
    WH GROUP PLC SPON ADR 38,493 40,332
    WPP PLC NEW SPON ADR 41,050 27,040
    ZURICH INS GROUP LTD SPON ADR 11,383 19,337
    ABBOTT LABS 11,828 13,814
    AGILENT TECHNOLOGIES 16,208 17,934
    ACCENTURE PLC IRELAND CL A 20,114 20,186
    ALEXANDRIA REAL ESTATE EQUITIES 9,288 9,897
    ALLSTATE CORP 8,369 8,443
    AMER ELECTRIC POWER CO 39,394 35,654
    AMER EXPRESS CO 23,218 15,878
    AMERICAN TOWER CORP REIT 7,261 8,330
    AMERIPRISE FINANCIAL INC. 21,387 16,436
    AMGEN INC. 26,602 30,859
    ANTHEM INC. 22,352 25,266
    APPLE INC. 20,071 20,272
    AT&T INC. 37,093 33,944
    ATMOS ENERGY CORP 20,937 19,272
    AUTOMATIC DATA PROCESSING INC. 22,154 19,070
    AVERY DENISON CORP 15,635 15,013
    BANK OF AMERICA CORP 33,550 30,495
    BLACKSTONE MTG TR INC. REIT 6,939 9,647
    BLACKSTONE GROUP INC. CL A 7,565 9,769
    BROADCOM INC. 22,083 20,372
    BROADRIDGE FINANCIAL SOLUTIONS INC. 9,418 8,932
    CELANESE CORP NEW 30,009 24,340
    CHEVRON CORP 27,001 20,516
    CHURCH & DWIGHT CO INC. 14,006 13,928
    CINN FINANCIAL CORP 23,543 18,753
    CISCO SYSTEMS INC. 7,741 8,815
    CITIGROUP INC. 60,916 51,959
    CME GROUP INC. 15,245 18,177
    CONOCOPHILLIPS 25,995 21,682
    COSTCO WHOLESALE CORP 8,848 8,787
    CYRUSONE INC REIT 15,992 19,151
    DOVER CORP 7,840 9,271
    DTE ENERGY CO 35,780 27,491
    DUNKIN BRANDS GROUP INC. 8,734 8,798
    ESSEX PROPERTY TRUST INC. 10,907 8,299
    EXXON MOBIL CORP 18,352 22,213
    FIDELITY NATIONAL FINANCIAL INC 14,019 16,933
    GARMIN LTD SHS CHF 16,980 18,342
    HOME DEPOT INC. 35,186 40,449
    HONEYWELL INTL INC. 43,921 36,043
    INTEL CORP 19,171 45,705
    INTERCONTINENTALEXCHANGE GROUP 25,450 24,957
    JOHNSON & JOHNSON COM 57,999 75,470
    JPMORGAN CHASE & CO 40,677 88,003
    KLA CORP 16,963 20,183
    LAMB WESTON HLDGS INC. 9,343 8,836
    LINDE PLC EUR 34,480 33,118
    LOCKHEED MARTIN CORP 31,726 38,906
    L3 HARRIS TECHNOLOGIES INC. 19,572 19,564
    MARSH & MCCLENNAN COS INC. 17,948 18,201
    MASTERCARD INC CL A 18,332 19,798
    MCDONALS CORP 32,172 28,697
    MEDICAL PROPERTIES TRUST INC. REIT 8,262 7,679
    MEDTRONIC PLC 40,758 45,105
    MERCK & CO INC. NEW COM 48,346 47,207
    METLIFE INC 11,569 10,680
    MICROSOFT CORP 34,600 39,785
    MONDELEZ INT'L INC 15,407 17,901
    MORGAN STANLEY 31,413 26,891
    MOTOROLA SOLUTIONS INC. 8,656 8,341
    NEXTERA ENERGY INC. COM 40,335 41,602
    NIKE INC. CL B 5,078 4,882
    NORFOLK STHN CORP 17,398 18,821
    ONEOK INC. NEW 22,001 8,769
    PHILIP MORRIS INT'L INC. 19,391 17,531
    PNC FINANCIAL SERVICES GROUP 35,269 28,268
    PRIMERICA INC. 9,706 8,625
    PROCTER & GAMBLE CO 60,259 60,703
    PROLOGIS INC. COM 25,666 29,089
    PUBLIC STORAGE REIT 9,536 7,974
    PUBLIC SERVICE ENTERPRISE GROUP INC. 23,876 20,183
    ROPER TECHNOLOGIES INC. 35,404 36,490
    ROYAL GOLD INC. 7,598 10,047
    SEMPRA ENERGY 18,621 18,701
    STARBUCKS CORP 8,429 10,128
    STERIS PLC 8,755 7,980
    SUN COMMUNITIES INC. 16,905 19,085
    TEXAS INSTRUMENTS 7,959 8,473
    TORO CO 20,821 19,143
    TRANSUNION 23,943 28,049
    VALERO ENERGY CORP NEW 4,543 5,955
    VERIZON COMMUNICATIONS INC. 30,309 33,723
    WALMART INC. 7,150 7,415
    WASTE MGMT INC. NEW 9,237 8,002
    ALIBABA GROUP HLDG LTD. SPON 39,578 131,260
    ALPHABET INC. CL A 29,111 75,364
    ALPHABET INC. CL C 31,021 77,083
    AMAZON.COM INC. 34,818 201,930
    AUTODESK INC. 24,813 147,785
    AUTOMATIC DATA PROCESSING INC. 9,685 19,911
    BOEING COMPANY 86,261 118,161
    CERNER CORP 33,279 47,166
    CISCO SYSTEMS INC. 28,956 48,957
    COLGATE PALMOLIVE CO 37,385 44,807
    DEERE AND CO 39,468 105,468
    EXPEDITORS INT'L WASH INC. 31,517 64,960
    FACEBOOK INC. CL A 48,404 158,706
    FACTSET RESH SYSTEMS INC. 19,738 43,558
    ILLUMINA INC. 47,053 58,830
    INTUITIVE SURGICAL INC. NEW 23,330 38,451
    MICROSOFT CORP 26,500 114,769
    MONSTER BEVERAGE CORP NEW COM 47,969 99,416
    NOVARTIS AG SPON ADR 78,325 90,370
    NOVO NORDISK ADR DENMARK ADR 15,129 26,613
    NVIDIA CORP 36,874 129,506
    ORACLE CORP 67,855 107,774
    QUALCOMM INC. 25,548 78,912
    REGENERON PHARMACEUTICALS INC. 53,041 71,017
    ROCHE HLDG LTD. SPONS ADR SWITZ ADR 61,553 71,196
    SALESFORCE.COM INC. 70,597 105,257
    SCHLUMBERGER LTD NETHERLANDS ANTILLES 73,977 29,929
    SEI INVESTMENTS CO 28,723 42,758
    STARBUCKS CORP 42,790 70,500
    VISA INC. CL A 49,929 160,767
    WALT DISNEY CO (HOLDING CO) DISNEY COM 69,083 99,105
    WORKDAY INC. CL A 23,196 42,411
    YUM CHINA HLDGS INC. 11,383 27,232
    YUM BRANDS INC. 17,413 37,996
    APTARGROUP INC. 4,869 12,457
    ARTISAN PARTNERS ASSET MGMT INC 16,299 22,754
    ASPEN TECHNOLOGY INC DEL 9,281 36,861
    ATRIO CORP DEL A 17,321 12,845
    AUTOHOME INC. SPON ADR 15,246 55,787
    DONALDSON CO INC. 6,720 12,685
    DRIL-QUIP INC. 24,416 11,581
    FACTSET RESH SYSTEMS INC. 10,530 28,263
    FIRST HAWAIIAN INC. 40,346 40,039
    GRACO INC. 16,267 41,167
    HENRY JACK & ASSOC INC. 3,180 17,009
    MANHATTAN ASSOC INC. 14,914 30,607
    MOEUS & CO CL A 22,411 24,876
    POOL CORP 9,532 50,660
    PRICESMART INC. 18,209 20,677
    PRIMERICA INC. 13,762 40,045
    RBC BEARINGS INC. 2,948 22,022
    RIGHTMOVE PLC ADR 28,745 41,474
    RLI CORP 11,517 20,934
    SIMPSON MANUFACTURING CO INC. 21,881 29,063
    TELEDYNE TECHNOLOGIES INC. 15,347 61,933
    TORO CO 20,524 35,850
    PUTNAM ULTRA SHORT DURATION INCOME FUND CL Y 1,060 1,063
    BLACKROCK GLOBAL ALLOCATION FUND INC. INSTITUTIONAL 515,356 885,445
    FIRST EAGLE GLOBAL FUNDS CLASS I 390,808 478,626
    AMERICAN FUNDS STRATEGIC BOND FD CL F2 162,698 188,734
    BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO INSTITUTIONAL 220,518 226,844
    JOHN HANCOCK2 STRATEGIC INCOME OPP CLASS I 209,636 230,759
    JPMORGAN STRATEGIC INCOME OPP CLASS I 210,299 206,722
    LOOMIS SAYLES STRATEGIC INCOME OPP CLASS Y 160,761 158,463
    PUTNAM ULTRA SHORT DURATION INCOME FUND CL Y 2,146 2,155
    TEMPLETON GLOBAL BOND ADV 167,497 146,245
    ACUSHNET HLDGS CORP 18,874 30,405
    EMCOR GROUP INC. 28,127 37,407
    FTI CONSULTING INC. 32,426 35,415
    WATTS WATER TECHNOLOGIES, INC. CL A 24,980 30,912

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    US Government Securities - End of Year Book Value:

    1,259,020
    US Government Securities - End of Year Fair Market Value:

    1,370,666
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherAssetsSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNSETTLED SALES/PURCHASES 5,208 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 138 138   0
    BANK FEES 175 175   0
    INSURANCE 3,172 0   3,172
    MANAGEMENT FEES 86,821 86,821   0
    MISCELLANEOUS 2,745 2,745   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 13,932 0   13,932


    TY 2020 TaxesSchedule
    Name:
    SHIVERS CANCER FOUNDATION
    EIN:
    74-1715889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,222 7,222   0
    EXCISE TAX PAYMENTS 14,493 0   0