TY 2020 Form 990PF

- TIN:

Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
SHAVIT CHARITABLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)225 WEST 83RD STREET UNIT 3Q
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10024

A Employer identification number

47-6382927

B Telephone number (see instructions)

(212) 729-1389

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$1,507,170J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	21		21
4	Dividends and interest from securities...	13,803		13,803
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		9,404
b	Gross sales price for all assets on line 6a 132,379
7	Capital gain net income (from Part IV, line 2)...			9,404
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).......		2,152	2,152
12	Total. Add lines 1 through 11........	25,380		25,380
13	Compensation of officers, directors, trustees, etc.	21,000		10,500	10,500
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		4,000	2,000	2,000
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,915	1,915
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		10,708	10,708
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	37,623		25,123	12,500
25	Contributions, gifts, grants paid.......	31,000			31,000
26	Total expenses and disbursements. Add lines 24 and 25	68,623		25,123	43,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-43,243
b	Net investment income (if negative, enter -0-)			257
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	2,305	5,132	5,132
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	925	2,906	2,906
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	192,246	175,637	252,561
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,182,127	1,068,491	1,245,238
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	2,384	1,333	1,333
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,379,987	1,253,499	1,507,170
	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 )	1,987
	23	Total liabilities (add lines 17 through 22).........	1,987	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,378,000	1,253,499
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,378,000	1,253,499
	30	Total liabilities and net assets/fund balances (see instructions).	1,379,987	1,253,499

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,378,000

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

-43,243

Other increases not included in line 2 (itemize) bullet

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

1,334,757

Decreases not included in line 2 (itemize) bullet

81,258

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

1,253,499

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	FROM PASSTHRU ENTITY-SIMCOE PARTNERS LP	D	2020-12-31	2020-12-31
b	FROM PASSTHRU ENTITY-SIMCOE PARTNERS LP	D	2013-01-01	2020-12-31
c	2 CHECK POINT SOFTWARE TECH	P	2019-02-13	2020-01-07
d	1 CHECK POINT SOFTWARE TECH	P	2019-02-15	2020-01-07
e	2 F5 NETWORKS INC	P	2019-06-28	2020-01-08
	34.979 AB DISCOVERY GRWTH FUND- AD	P	2015-09-30	2020-01-17
	6.357 AB DISCOVERY VALUE-ADV	P	2014-12-23	2020-01-17
	15.795 AB DISCOVERY VALUE-ADV	P	2015-03-26	2020-01-17
	29.193 AB EMERGING MARKETS PORT	D	2012-04-09	2020-01-17
	27.106 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-08-05	2020-01-17
	1 APPLE INC	P	2015-03-30	2020-01-17
	74.871 BERNSTEIN INTERNATIONAL PORT	P	2014-11-11	2020-01-17
	5 CISCO SYSTEMS INC	P	2016-10-05	2020-01-17
	3 CITIGROUP INC	P	2018-01-19	2020-01-17
	2 EOG RESOURCES INC	P	2015-12-16	2020-01-17
	1 EOG RESOURCES INC	P	2016-02-18	2020-01-17
	2 MICROSOFT CORP	P	2015-04-30	2020-01-17
	199.21 OVERLAY A PORTFOLIO	P	2014-11-11	2020-01-17
	89.122 OVERLAY B PORTFOLIO	P	2014-11-11	2020-01-17
	1 UNITEDHEALTH GROUP INC	P	2015-10-09	2020-01-17
	2 VISA INC - CLASS A SHARES	D	2014-03-11	2020-01-17
	6 WELLS FARGO & COMPANY	D	2014-06-20	2020-01-17
	9 ALTRIA GROUP INC	P	2016-12-09	2020-01-21
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-20	2020-01-21
	2 BOEING CO/THE	P	2017-08-03	2020-01-21
	3 EOG RESOURCES INC	P	2016-02-18	2020-01-21
	4 GILEAD SCIENCES INC	D	2014-10-16	2020-01-21
	5 GILEAD SCIENCES INC	P	2016-06-20	2020-01-21
	8 GILEAD SCIENCES INC	P	2016-11-14	2020-01-21
	1 HOME DEPOT INC	D	2012-12-28	2020-01-21
	3 JPMORGAN CHASE & CO	P	2017-06-22	2020-01-21
	2 PAYPAL HOLDINGS INC	P	2019-01-24	2020-01-21
	1 PEPSICO INC	P	2015-09-03	2020-01-21
	3 VERIZON COMMUNICATIONS INC	P	2018-05-23	2020-01-21
	5 WALT DISNEY CO/THE	P	2014-12-03	2020-01-21
	1 REINSURANCE GROUP OF AMERICA	P	2019-09-23	2020-01-22
	3 COMCAST CORP-CLASS A	D	2012-05-08	2020-01-23
	1 JPMORGAN CHASE & CO	P	2017-06-22	2020-01-23
	3 PHILLIPS 66	P	2019-07-23	2020-01-23
	4 ROCHE HOLDINGS LTD-SPONS ADR	P	2019-05-21	2020-01-23
	2 ROSS STORES INC	P	2017-04-12	2020-01-23
	1 ZOETIS INC	P	2017-09-06	2020-01-23
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-20	2020-01-24
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-25	2020-01-24
	7 MERCK & CO. INC.	P	2018-02-01	2020-01-24
	8 NOVO-NORDISK A/S-SPONS ADR	P	2019-04-15	2020-01-24
	1 BOEING CO/THE	P	2017-09-06	2020-01-27
	92.904 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-01-29
	43.618 OVERLAY B PORTFOLIO	P	2014-11-11	2020-01-29
	1 NORFOLK SOUTHERN CORP	P	2017-02-28	2020-01-30
	1 EVEREST RE GROUP LTD	P	2018-06-06	2020-01-31
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-25	2020-02-03
	2 NORFOLK SOUTHERN CORP	P	2017-04-12	2020-02-04
	1 ALTRIA GROUP INC	P	2016-12-09	2020-02-07
	6 ALTRIA GROUP INC	P	2018-08-07	2020-02-07
	2 BOEING CO/THE	P	2017-09-06	2020-02-07
	1 WALT DISNEY CO/THE	P	2014-12-03	2020-02-07
	5 WALT DISNEY CO/THE	P	2018-02-12	2020-02-07
	2 WALT DISNEY CO/THE	P	2019-04-30	2020-02-07
	1 FNF GROUP	P	2018-06-06	2020-02-10
	13 FNF GROUP	P	2018-07-26	2020-02-10
	3 FNF GROUP	P	2019-04-22	2020-02-10
	16 SYNCHRONY FINANCIAL	P	2017-06-05	2020-02-11
	3 SYNCHRONY FINANCIAL	P	2017-06-05	2020-02-12
	10 SYNCHRONY FINANCIAL	P	2019-04-11	2020-02-12
	3 SYNCHRONY FINANCIAL	P	2019-09-04	2020-02-12
	1 NORFOLK SOUTHERN CORP	P	2017-04-12	2020-02-18
	1 TEXAS INSTRUMENTS INC	P	2016-10-14	2020-02-18
	114.187 AB GLOBAL BOND FUND- ADV	P	2014-11-11	2020-02-26
	54.631 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-02-26
	10 SYNCHRONY FINANCIAL	P	2019-09-04	2020-02-26
	1 COSTCO WHOLESALE CORP	P	2016-06-06	2020-03-02
	9 ALTRIA GROUP INC	P	2018-08-20	2020-03-04
	4 MERCK & CO. INC.	P	2018-02-01	2020-03-04
	1 MERCK & CO. INC.	P	2018-10-01	2020-03-04
	4 SYNCHRONY FINANCIAL	P	2019-09-04	2020-03-04
	7 FNF GROUP	P	2019-04-22	2020-03-05
	4 REGENCY CENTERS CORP	P	2018-10-18	2020-03-05
	3 REGENCY CENTERS CORP	P	2018-11-09	2020-03-05
	6 ROYAL DUTCH SHELL-SPON ADR-B	P	2018-12-27	2020-03-06
	7 ROYAL DUTCH SHELL-SPON ADR-B	P	2018-12-28	2020-03-06
	1 ROYAL DUTCH SHELL-SPON ADR-B	P	2018-12-31	2020-03-06
	5 MERCK & CO. INC.	P	2018-10-01	2020-03-09
	1 COSTCO WHOLESALE CORP	P	2017-07-14	2020-03-10
	1 PHILLIPS 66	P	2019-07-23	2020-03-10
	7 PHILLIPS 66	P	2019-08-01	2020-03-10
	1 DOLLAR GENERAL CORP	P	2018-12-26	2020-03-13
	2 DOLLAR GENERAL CORP	P	2019-01-31	2020-03-13
	3 REGENCY CENTERS CORP	P	2018-11-09	2020-03-13
	2 AMERICAN ELECTRIC POWER	D	2014-10-17	2020-03-18
	1 AMERICAN ELECTRIC POWER	P	2015-02-13	2020-03-18
	1 AUTOMATIC DATA PROCESSING	P	2019-01-23	2020-03-18
	3 CBRE GROUP INC	P	2018-05-03	2020-03-18
	1 CHECK POINT SOFTWARE TECH	P	2019-02-15	2020-03-18
	1 EDWARDS LIFESCIENCES	P	2017-03-17	2020-03-18
	1 FIDELITY NATIONAL INFORMATION	P	2018-08-17	2020-03-18
	1 HOME DEPOT INC	D	2012-12-28	2020-03-18
	1 JOHNSON & JOHNSON	P	2019-05-16	2020-03-18
	2 MICROSOFT CORP	P	2015-04-30	2020-03-18
	2 MID-AMERICA APARTMENT COMM	P	2017-06-09	2020-03-18
	2 ORACLE CORP	P	2016-11-03	2020-03-18
	4 PFIZER INC	D	2012-04-09	2020-03-18
	1 PFIZER INC	D	2012-04-10	2020-03-18
	1 PROCTER & GAMBLE CO/THE	P	2017-03-17	2020-03-18
	13 STARBUCKS CORP	P	2019-06-17	2020-03-18
	2 VERIZON COMMUNICATIONS INC	P	2018-05-23	2020-03-18
	1 EVEREST RE GROUP LTD	P	2018-06-06	2020-03-19
	1 BROADCOM INC	P	2019-05-15	2020-03-20
	2 EVEREST RE GROUP LTD	P	2018-06-06	2020-03-23
	5 REGENCY CENTERS CORP	P	2018-11-09	2020-03-23
	4 REGENCY CENTERS CORP	P	2019-05-15	2020-03-23
	1 APPLE INC	P	2015-03-30	2020-03-24
	1 BROADCOM INC	P	2019-05-15	2020-03-24
	9 STARBUCKS CORP	P	2019-06-17	2020-03-24
	1 WALMART INC	P	2017-09-07	2020-03-24
	132.097 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-03-27
	2 FNF GROUP	P	2019-04-22	2020-03-27
	9 FNF GROUP	P	2019-04-30	2020-03-27
	2 BROADCOM INC	P	2019-05-15	2020-04-01
	1 BROADCOM INC	P	2019-06-17	2020-04-02
	6 CHEVRON CORP	P	2018-01-23	2020-04-02
	1 ELECTRONIC ARTS INC	P	2019-05-15	2020-04-02
	4 PROGRESSIVE CORP	P	2016-08-10	2020-04-02
	1 CHECK POINT SOFTWARE TECH	P	2019-02-15	2020-04-03
	2 CHECK POINT SOFTWARE TECH	P	2019-03-14	2020-04-03
	3 ROSS STORES INC	P	2017-04-12	2020-04-06
	2 ROSS STORES INC	P	2017-05-03	2020-04-06
	2 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-25	2020-04-09
	2 DOLLAR GENERAL CORP	P	2019-01-31	2020-04-09
	4 NOVO-NORDISK A/S-SPONS ADR	P	2019-04-15	2020-04-09
	3 NOVO-NORDISK A/S-SPONS ADR	P	2019-04-16	2020-04-09
	3 AMERICOLD REALTY TRUST	P	2020-02-07	2020-04-13
	1 CHECK POINT SOFTWARE TECH	P	2019-03-14	2020-04-14
	4 CHECK POINT SOFTWARE TECH	P	2019-04-12	2020-04-14
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-25	2020-04-16
	1 BROADCOM INC	P	2019-08-01	2020-04-16
	1 REGENERON PHARMACEUTICALS	P	2019-11-14	2020-04-20
	1 BROADCOM INC	P	2019-08-01	2020-04-21
	2 CITRIX SYSTEMS INC	P	2019-08-01	2020-04-21
	18.963 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-04-22
	10.636 OVERLAY A PORTFOLIO	P	2014-11-11	2020-04-22
	2 PROGRESSIVE CORP	P	2016-08-10	2020-04-23
	11 CBRE GROUP INC	P	2018-05-03	2020-04-24
	17 DELTA AIR LINES INC	P	2016-07-19	2020-04-24
	5 DELTA AIR LINES INC	P	2016-07-19	2020-04-27
	8 DELTA AIR LINES INC	P	2019-01-31	2020-04-27
	7 DELTA AIR LINES INC	P	2019-03-14	2020-04-27
	79.261 AB GLOBAL BOND FUND- ADV	P	2014-11-11	2020-04-28
	79.295 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-04-28
	5 JPMORGAN CHASE & CO	P	2017-06-22	2020-04-29
	2 DOLLAR GENERAL CORP	P	2019-01-31	2020-05-01
	2 MICROSOFT CORP	P	2015-04-30	2020-05-04
	CASH IN LIEU RAYTHEON TECHNOLOGIES	P	2020-05-04	2020-05-04
	514.881 AB GLOBAL BOND FUND- ADV	P	2014-11-11	2020-05-07
	269.824 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-05-07
	3 KLA CORP	P	2020-01-22	2020-05-07
	2 JPMORGAN CHASE & CO	P	2017-06-22	2020-05-15
	11 JPMORGAN CHASE & CO	P	2017-06-23	2020-05-15
	8 JPMORGAN CHASE & CO	P	2017-06-23	2020-05-18
	3 JPMORGAN CHASE & CO	P	2018-07-19	2020-05-18
	1 MICROSOFT CORP	P	2015-04-30	2020-05-18
	3 ROSS STORES INC	P	2017-05-03	2020-05-18
	2 ROSS STORES INC	P	2017-12-11	2020-05-18
	3 US FOODS HOLDING CORP	P	2018-09-14	2020-05-18
	9 US FOODS HOLDING CORP	P	2018-11-05	2020-05-18
	4 ROSS STORES INC	P	2017-12-11	2020-05-19
	6 US FOODS HOLDING CORP	P	2018-11-05	2020-05-20
	1 US FOODS HOLDING CORP	P	2018-11-06	2020-05-20
	8 US FOODS HOLDING CORP	P	2019-05-02	2020-05-20
	78.327 AB GLOBAL BOND FUND- ADV	P	2014-11-11	2020-05-27
	78.66 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-05-27
	2 FACEBOOK INC-A1	P	2015-09-10	2020-06-03
	1 FACEBOOK INC-A1	P	2015-09-10	2020-06-10
	1 FACEBOOK INC-A1	P	2016-10-13	2020-06-10
	1 DOLLAR GENERAL CORP	P	2019-01-31	2020-06-15
	3 DOLLAR GENERAL CORP	P	2019-02-25	2020-06-15
	1 MICROSOFT CORP	P	2015-04-30	2020-06-15
	1 MICROSOFT CORP	P	2015-04-30	2020-06-16
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-07-25	2020-06-24
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-09-07	2020-06-24
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-09-07	2020-06-25
	6 MERCK & CO. INC.	P	2018-10-01	2020-06-25
	96.154 AB GLOBAL BOND FUND- ADV	P	2014-11-11	2020-06-26
	3 BERKSHIRE HATHAWAY INC-CL B	P	2018-09-07	2020-06-26
	66.092 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-06-26
	6 NOVO-NORDISK A/S-SPONS ADR	P	2019-04-16	2020-06-29
	4 NOVO-NORDISK A/S-SPONS ADR	P	2019-08-16	2020-06-29
	55.886 AB EMERGING MARKETS PORT	D	2012-04-09	2020-07-14
	115.88 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-07-14
	1 APPLE INC	P	2015-03-30	2020-07-17
	6 CISCO SYSTEMS INC	P	2016-10-05	2020-07-17
	3 CISCO SYSTEMS INC	P	2016-11-30	2020-07-17
	5 MERCK & CO. INC.	P	2019-03-14	2020-07-17
	3 MERCK & CO. INC.	P	2019-09-04	2020-07-17
	2 PAYPAL HOLDINGS INC	P	2019-01-24	2020-07-20
	21.131 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-07-21
	1 MICROSOFT CORP	P	2015-04-30	2020-07-21
	11.44 OVERLAY A PORTFOLIO	P	2014-11-11	2020-07-21
	1 F5 NETWORKS INC	P	2019-06-28	2020-07-22
	1 FACEBOOK INC-A1	P	2016-10-13	2020-07-22
	9 PFIZER INC	D	2012-04-10	2020-07-23
	3 FIDELITY NATIONAL INFORMATION	P	2018-08-17	2020-07-27
	3 FIDELITY NATIONAL INFORMATION	P	2018-08-17	2020-07-28
	15 PFIZER INC	D	2012-04-10	2020-07-28
	1 FIDELITY NATIONAL INFORMATION	P	2018-08-17	2020-07-29
	5 FIDELITY NATIONAL INFORMATION	P	2018-10-17	2020-07-29
	3 AMERICOLD REALTY TRUST	P	2020-02-07	2020-08-03
	11 CISCO SYSTEMS INC	P	2016-11-30	2020-08-06
	33.664 AB DISCOVERY GRWTH FUND- AD	P	2015-09-30	2020-08-07
	19.185 AB DISCOVERY VALUE-ADV	P	2015-03-26	2020-08-07
	35.484 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-08-05	2020-08-07
	1 ALPHABET INC-CL C	P	2017-09-25	2020-08-07
	1 APPLE INC	P	2015-03-30	2020-08-07
	1 FACEBOOK INC-A1	P	2016-10-13	2020-08-07
	3 MICROSOFT CORP	P	2015-04-30	2020-08-07
	1 NEXTERA ENERGY INC	P	2019-11-19	2020-08-07
	113.947 OVERLAY B PORTFOLIO	P	2014-11-11	2020-08-07
	1 UNITEDHEALTH GROUP INC	P	2015-10-09	2020-08-07
	1 VERTEX PHARMACEUTICALS INC	P	2018-11-07	2020-08-07
	1 BERKSHIRE HATHAWAY INC-CL B	P	2018-09-07	2020-08-10
	3 CISCO SYSTEMS INC	P	2017-03-13	2020-08-10
	3 COMCAST CORP-CLASS A	D	2012-05-08	2020-08-10
	1 HONEYWELL INTERNATIONAL INC	P	2016-05-02	2020-08-10
	1 PEPSICO INC	P	2015-09-03	2020-08-10
	1 TEXAS INSTRUMENTS INC	P	2016-10-14	2020-08-10
	1 ZOETIS INC	P	2017-09-06	2020-08-10
	9 CISCO SYSTEMS INC	P	2017-03-13	2020-08-11
	1 PAYPAL HOLDINGS INC	P	2019-01-24	2020-08-17
	1 PROCTER & GAMBLE CO/THE	P	2017-03-17	2020-08-17
	1 NVIDIA CORP	P	2020-03-24	2020-08-18
	1 BOOKING HOLDINGS INC	P	2018-09-28	2020-08-25
	14.45 AB DISCOVERY GRWTH FUND- AD	P	2015-09-30	2020-08-26
	6.311 AB DISCOVERY GRWTH FUND- AD	P	2015-11-06	2020-08-26
	14.42 AB DISCOVERY VALUE-ADV	P	2015-03-26	2020-08-26
	26.927 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-08-05	2020-08-26
	1 APPLE INC	P	2015-03-30	2020-08-26
	73.94 OVERLAY B PORTFOLIO	P	2014-11-11	2020-08-26
	2 VISA INC - CLASS A SHARES	D	2014-03-11	2020-08-26
	2 AMERICAN ELECTRIC POWER	P	2015-02-13	2020-08-27
	2 CHEVRON CORP	P	2018-01-23	2020-08-27
	3 COMCAST CORP-CLASS A	D	2012-05-08	2020-08-27
	1 L3 HARRIS TECHNOLOGIES INC	P	2020-01-27	2020-08-27
	1 PEPSICO INC	P	2015-09-03	2020-08-27
	1 PFIZER INC	D	2012-04-10	2020-08-27
	4 PFIZER INC	P	2016-06-20	2020-08-27
	4 ROCHE HOLDINGS LTD-SPONS ADR	P	2019-05-21	2020-08-27
	1 TEXAS INSTRUMENTS INC	P	2016-10-14	2020-08-27
	1 WALMART INC	P	2017-09-07	2020-08-27
	1 CISCO SYSTEMS INC	P	2017-03-13	2020-08-28
	8 CISCO SYSTEMS INC	P	2018-04-19	2020-08-28
	14 CISCO SYSTEMS INC	P	2019-09-04	2020-08-28
	4 WELLS FARGO & COMPANY	D	2014-06-20	2020-08-31
	1 WELLS FARGO & COMPANY	P	2015-09-03	2020-08-31
	1 QUALCOMM INC	P	2020-06-02	2020-09-02
	7 APPLE INC	P	2015-03-30	2020-09-08
	1 ALIGN TECHNOLOGY INC	P	2020-03-05	2020-09-10
	1 NIKE INC -CL B	D	2014-10-17	2020-09-14
	2 ORACLE CORP	P	2016-11-03	2020-09-15
	1 ELECTRONIC ARTS INC	P	2019-05-15	2020-09-16
	1 HOME DEPOT INC	D	2012-12-28	2020-09-16
	6 PFIZER INC	P	2016-06-20	2020-09-16
	12 PFIZER INC	P	2018-02-01	2020-09-16
	2 PROGRESSIVE CORP	P	2016-08-10	2020-09-16
	2 VERIZON COMMUNICATIONS INC	P	2018-05-23	2020-09-16
	2 WESTLAKE CHEMICAL CORP	P	2019-02-12	2020-09-16
	6 BERKSHIRE HATHAWAY INC-CL B	P	2018-09-07	2020-09-17
	4 F5 NETWORKS INC	P	2019-06-28	2020-09-17
	1 PFIZER INC	P	2018-02-01	2020-09-17
	34.509 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-08-05	2020-09-18
	124.164 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-08-23	2020-09-18
	67.225 AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-09-15	2020-09-18
	5 ROYAL DUTCH SHELL-SPON ADR-B	P	2018-12-31	2020-09-23
	6 ROYAL DUTCH SHELL-SPON ADR-B	P	2019-02-13	2020-09-23
	6 ROYAL DUTCH SHELL-SPON ADR-B	P	2019-02-14	2020-09-23
	3 ROYAL DUTCH SHELL-SPON ADR-B	P	2019-02-25	2020-09-23
	150.812 AB GLOBAL BOND FUND- ADV	P	2014-11-11	2020-09-28
	26.888 BERNSTEIN INTERNATIONAL PORT	P	2014-11-11	2020-09-28
	1 JOHNSON & JOHNSON	P	2019-05-16	2020-10-01
	2 PEPSICO INC	P	2015-09-03	2020-10-01
	2 ROYAL DUTCH SHELL-SPON ADR-B	P	2019-02-25	2020-10-07
	7 ROYAL DUTCH SHELL-SPON ADR-B	P	2019-03-14	2020-10-07
	6 ROYAL DUTCH SHELL-SPON ADR-B	P	2019-11-20	2020-10-07
	3 PEPSICO INC	P	2015-09-03	2020-10-12
	11 PFIZER INC	P	2018-02-01	2020-10-12
	1 PEPSICO INC	P	2015-09-03	2020-10-14
	21.79 BERNSTEIN INTERMEDIATE	P	2014-11-11	2020-10-21
	11.607 OVERLAY A PORTFOLIO	P	2014-11-11	2020-10-21
	4 PINNACLE WEST CAPITAL	P	2020-05-29	2020-10-21
	3 QUALCOMM INC	P	2020-06-02	2020-10-21
	4 PINNACLE WEST CAPITAL	P	2020-06-02	2020-10-22
	3 CITIGROUP INC	P	2018-01-19	2020-10-23
	4 MAGNA INTERNATIONAL INC	P	2015-08-10	2020-10-23
	13 MASCO CORP	P	2020-05-15	2020-10-23
	1 PROCTER & GAMBLE CO/THE	P	2017-03-17	2020-10-23
	6 CUBESMART	P	2018-06-15	2020-10-27
	5 CUBESMART	P	2018-07-12	2020-10-27
	11 INTEL CORP	P	2019-12-02	2020-10-27
	84.862 OVERLAY B PORTFOLIO	P	2014-11-11	2020-10-28
	7 INTEL CORP	P	2019-12-02	2020-11-02
	5 INTEL CORP	P	2020-02-07	2020-11-02
	3 CBRE GROUP INC	P	2018-05-03	2020-11-03
	1 FACEBOOK INC-A1	P	2016-10-14	2020-11-03
	1 MID-AMERICA APARTMENT COMM	P	2017-06-21	2020-11-03
	2 MICROSOFT CORP	P	2015-04-30	2020-11-04
	7 RAYTHEON TECHNOLOGIES	P	2018-02-09	2020-11-05
	2 RAYTHEON TECHNOLOGIES	P	2018-02-12	2020-11-05
	7 PFIZER INC	P	2018-02-01	2020-11-09
	6 PFIZER INC	P	2019-01-09	2020-11-09
	10 PFIZER INC	P	2019-11-19	2020-11-09
	3 PROGRESSIVE CORP	P	2016-08-10	2020-11-12
	4 PROGRESSIVE CORP	P	2016-08-12	2020-11-12
	2 APPLE INC	P	2015-03-30	2020-11-16
	1 MICROSOFT CORP	P	2015-04-30	2020-11-16
	1 NIKE INC -CL B	D	2014-10-17	2020-11-16
	1 QUALCOMM INC	P	2020-06-02	2020-11-16
	4 PEPSICO INC	P	2015-09-03	2020-11-18
	1 PEPSICO INC	P	2015-09-03	2020-11-19
	4 PEPSICO INC	P	2015-09-03	2020-11-20
	4 PEPSICO INC	P	2015-09-03	2020-11-23
	2 PEPSICO INC	P	2019-12-03	2020-11-23
	1 KLA CORP	P	2020-02-03	2020-11-30
	1 CBRE GROUP INC - A	P	2018-05-03	2020-12-01
	5 CBRE GROUP INC - A	P	2018-06-06	2020-12-01
	4 MAGNA INTERNATIONAL INC	P	2015-08-10	2020-12-01
	2 PROGRESSIVE CORP	P	2016-08-12	2020-12-01
	4 VERIZON COMMUNICATIONS INC	P	2018-05-23	2020-12-01
	1 CBRE GROUP INC - A	P	2018-06-06	2020-12-07
	13 CBRE GROUP INC - A	P	2018-07-02	2020-12-07
	6 CUBESMART	P	2018-07-12	2020-12-07
	11 CUBESMART	P	2018-08-13	2020-12-07
	6 CUBESMART	P	2018-08-13	2020-12-08
	4 CUBESMART	P	2018-08-27	2020-12-08
	5 CUBESMART	P	2018-08-27	2020-12-09
	12 CUBESMART	P	2020-02-19	2020-12-09
	1 ANTHEM INC	P	2018-03-01	2020-12-10
	3 APPLE INC	P	2015-03-30	2020-12-10
	1 AUTOMATIC DATA PROCESSING	P	2019-01-23	2020-12-10
	4 COMCAST CORP-CLASS A	D	2014-02-24	2020-12-10
	2 EDWARDS LIFESCIENCES CORP	P	2017-12-08	2020-12-10
	1 HONEYWELL INTERNATIONAL INC	P	2016-05-02	2020-12-10
	1 KLA CORP	P	2020-02-06	2020-12-10
	5 TJX COMPANIES INC	P	2017-05-30	2020-12-10
	1 UNITEDHEALTH GROUP INC	P	2015-10-09	2020-12-10
	1 ZOETIS INC	P	2017-09-06	2020-12-10
	1 KLA CORP	P	2020-02-10	2020-12-11
	8 INGERSOLL-RAND INC	P	2020-06-24	2020-12-14
	4 TAKE-TWO INTERACTIVE SOFTWRE	P	2020-06-08	2020-12-14
	1 TAKE-TWO INTERACTIVE SOFTWRE	P	2020-06-10	2020-12-14
	8 INGERSOLL-RAND INC	P	2020-06-24	2020-12-15
	2 TAKE-TWO INTERACTIVE SOFTWRE	P	2020-06-10	2020-12-15
	8 INGERSOLL-RAND INC	P	2020-06-24	2020-12-16
	1 KLA CORP	P	2020-02-10	2020-12-17
	3 KLA CORP	P	2020-03-10	2020-12-17
	1 ALIGN TECHNOLOGY INC	P	2020-03-05	2020-12-18
	1 ALIGN TECHNOLOGY INC	P	2020-03-09	2020-12-18
	1 VISA INC-CLASS A SHARES	D	2014-05-27	2020-12-22
	1 WALMART INC	P	2017-09-07	2020-12-22
	12.634 AB DISCOVERY GRWTH FUND- AD	P	2015-11-06	2020-12-23
	2 APPLE INC	P	2015-03-30	2020-12-30
	1 PAYPAL HOLDINGS INC	P	2019-01-24	2020-12-30
	45.526 AB INTERNATIONAL STRATEGIC EQUITIES PORT	P	2014-11-11	2020-12-31
	Capital Gain Dividends

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a		1,269	-1,269
b		9,840	-9,840
c	225	237	-12
d	112	119	-7
e	274	289	-15
	425	314	111
	131	129	2
	324	331	-7
	865	264	601
	325	281	44
	317	125	192
	1,305	1,187	118
	245	158	87
	243	234	9
	170	153	17
	85	70	15
	332	98	234
	2,775	2,588	187
	975	971	4
	299	118	181
	408	113	295
	294	316	-22
	460	594	-134
	228	197	31
	645	474	171
	255	211	44
	251	394	-143
	314	419	-105
	502	613	-111
	233	80	153
	411	261	150
	232	183	49
	142	92	50
	181	146	35
	721	465	256
	158	159	-1
	137	132	5
	136	87	49
	301	309	-8
	169	132	37
	236	128	108
	138	63	75
	228	197	31
	228	197	31
	603	417	186
	489	403	86
	319	235	84
	1,270	1,281	-11
	475	475
	212	121	91
	277	228	49
	224	197	27
	424	225	199
	46	66	-20
	277	358	-81
	678	471	207
	141	93	48
	704	515	189
	282	278	4
	46	37	9
	592	536	56
	137	116	21
	535	444	91
	101	83	18
	335	329	6
	101	97	4
	208	113	95
	131	69	62
	990	975	15
	755	753	2
	310	323	-13
	303	152	151
	394	549	-155
	328	238	90
	82	72	10
	121	129	-8
	298	270	28
	244	254	-10
	183	196	-13
	254	349	-95
	296	417	-121
	42	60	-18
	397	359	38
	308	154	154
	62	103	-41
	437	718	-281
	143	102	41
	285	231	54
	156	196	-40
	177	109	68
	89	58	31
	111	133	-22
	102	137	-35
	93	119	-26
	169	95	74
	99	107	-8
	145	80	65
	133	138	-5
	272	98	174
	199	215	-16
	87	76	11
	124	115	9
	31	29	2
	116	92	24
	660	1,096	-436
	105	97	8
	189	228	-39
	197	302	-105
	351	455	-104
	172	327	-155
	137	268	-131
	240	125	115
	213	302	-89
	554	759	-205
	115	80	35
	1,745	1,822	-77
	53	77	-24
	240	358	-118
	447	604	-157
	233	267	-34
	452	790	-338
	101	96	5
	302	136	166
	97	119	-22
	195	247	-52
	259	192	67
	173	130	43
	384	395	-11
	338	231	107
	240	202	38
	180	150	30
	102	105	-3
	105	123	-18
	420	515	-95
	189	197	-8
	261	290	-29
	565	344	221
	249	290	-41
	294	189	105
	258	262	-4
	118	138	-20
	164	68	96
	441	504	-63
	372	685	-313
	116	202	-86
	185	401	-216
	162	363	-201
	665	677	-12
	1,080	1,093	-13
	490	435	55
	346	231	115
	355	98	257
	19		19
	4,325	4,397	-72
	3,675	3,721	-46
	493	540	-47
	172	174	-2
	947	960	-13
	710	698	12
	266	330	-64
	185	49	136
	271	195	76
	181	153	28
	57	93	-36
	170	252	-82
	356	307	49
	112	168	-56
	19	32	-13
	149	292	-143
	665	669	-4
	1,080	1,085	-5
	462	183	279
	241	92	149
	241	127	114
	188	115	73
	563	358	205
	190	49	141
	193	49	144
	178	197	-19
	178	214	-36
	179	214	-35
	459	430	29
	825	821	4
	533	642	-109
	920	911	9
	397	301	96
	264	206	58
	1,505	506	999
	1,620	1,598	22
	386	125	261
	280	190	90
	140	90	50
	400	406	-6
	240	261	-21
	351	183	168
	296	291	5
	214	49	165
	144	149	-5
	154	145	9
	239	127	112
	348	259	89
	432	320	112
	431	320	111
	588	431	157
	144	107	37
	722	525	197
	121	105	16
	523	329	194
	475	302	173
	325	403	-78
	385	367	18
	1,486	914	572
	444	125	319
	269	127	142
	634	147	487
	287	232	55
	1,250	1,241	9
	314	118	196
	271	181	90
	210	214	-4
	142	102	40
	128	132	-4
	158	110	48
	136	92	44
	135	69	66
	158	64	94
	430	307	123
	197	92	105
	135	92	43
	490	249	241
	1,831	1,977	-146
	209	130	79
	91	62	29
	245	303	-58
	290	279	11
	504	125	379
	820	805	15
	421	113	308
	157	115	42
	169	263	-94
	134	132	2
	182	223	-41
	138	92	46
	38	29	9
	151	138	13
	174	132	42
	142	69	73
	138	80	58
	42	34	8
	336	357	-21
	589	659	-70
	97	210	-113
	24	53	-29
	123	83	40
	812	219	593
	331	230	101
	119	44	75
	123	76	47
	128	96	32
	285	80	205
	222	208	14
	444	442	2
	191	68	123
	121	97	24
	135	155	-20
	1,308	1,284	24
	493	579	-86
	37	37
	365	357	8
	1,314	1,300	14
	711	691	20
	128	300	-172
	153	391	-238
	153	384	-231
	77	192	-115
	1,300	1,288	12
	445	426	19
	147	138	9
	280	184	96
	48	128	-80
	170	451	-281
	145	352	-207
	428	277	151
	406	405	1
	142	92	50
	305	300	5
	152	151	1
	335	310	25
	387	249	138
	335	313	22
	132	234	-102
	220	221	-1
	712	555	157
	143	92	51
	206	176	30
	172	161	11
	501	635	-134
	925	924	1
	310	404	-94
	222	334	-112
	153	137	16
	266	129	137
	123	110	13
	430	98	332
	408	600	-192
	116	167	-51
	276	258	18
	237	261	-24
	395	374	21
	280	102	178
	373	136	237
	240	63	177
	217	49	168
	129	44	85
	147	83	64
	579	369	210
	143	92	51
	574	369	205
	572	369	203
	286	272	14
	251	168	83
	61	46	15
	306	240	66
	249	221	28
	176	68	108
	242	194	48
	66	48	18
	856	612	244
	196	193	3
	359	334	25
	193	182	11
	129	121	8
	161	152	9
	386	363	23
	314	233	81
	370	94	276
	172	133	39
	201	103	98
	174	78	96
	212	110	102
	255	172	83
	330	188	142
	339	118	221
	158	63	95
	257	166	91
	352	220	132
	786	533	253
	196	136	60
	356	220	136
	391	272	119
	354	224	130
	259	166	93
	776	444	332
	528	230	298
	528	217	311
	207	54	153
	145	80	65
	200	124	76
	269	63	206
	231	92	139
	570	515	55
			4,325

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			-1,269
b			-9,840
c			-12
d			-7
e			-15
			111
			2
			-7
			601
			44
			192
			118
			87
			9
			17
			15
			234
			187
			4
			181
			295
			-22
			-134
			31
			171
			44
			-143
			-105
			-111
			153
			150
			49
			50
			35
			256
			-1
			5
			49
			-8
			37
			108
			75
			31
			31
			186
			86
			84
			-11

			91
			49
			27
			199
			-20
			-81
			207
			48
			189
			4
			9
			56
			21
			91
			18
			6
			4
			95
			62
			15
			2
			-13
			151
			-155
			90
			10
			-8
			28
			-10
			-13
			-95
			-121
			-18
			38
			154
			-41
			-281
			41
			54
			-40
			68
			31
			-22
			-35
			-26
			74
			-8
			65
			-5
			174
			-16
			11
			9
			2
			24
			-436
			8
			-39
			-105
			-104
			-155
			-131
			115
			-89
			-205
			35
			-77
			-24
			-118
			-157
			-34
			-338
			5
			166
			-22
			-52
			67
			43
			-11
			107
			38
			30
			-3
			-18
			-95
			-8
			-29
			221
			-41
			105
			-4
			-20
			96
			-63
			-313
			-86
			-216
			-201
			-12
			-13
			55
			115
			257
			19
			-72
			-46
			-47
			-2
			-13
			12
			-64
			136
			76
			28
			-36
			-82
			49
			-56
			-13
			-143
			-4
			-5
			279
			149
			114
			73
			205
			141
			144
			-19
			-36
			-35
			29
			4
			-109
			9
			96
			58
			999
			22
			261
			90
			50
			-6
			-21
			168
			5
			165
			-5
			9
			112
			89
			112
			111
			157
			37
			197
			16
			194
			173
			-78
			18
			572
			319
			142
			487
			55
			9
			196
			90
			-4
			40
			-4
			48
			44
			66
			94
			123
			105
			43
			241
			-146
			79
			29
			-58
			11
			379
			15
			308
			42
			-94
			2
			-41
			46
			9
			13
			42
			73
			58
			8
			-21
			-70
			-113
			-29
			40
			593
			101
			75
			47
			32
			205
			14
			2
			123
			24
			-20
			24
			-86

			8
			14
			20
			-172
			-238
			-231
			-115
			12
			19
			9
			96
			-80
			-281
			-207
			151
			1
			50
			5
			1
			25
			138
			22
			-102
			-1
			157
			51
			30
			11
			-134
			1
			-94
			-112
			16
			137
			13
			332
			-192
			-51
			18
			-24
			21
			178
			237
			177
			168
			85
			64
			210
			51
			205
			203
			14
			83
			15
			66
			28
			108
			48
			18
			244
			3
			25
			11
			8
			9
			23
			81
			276
			39
			98
			96
			102
			83
			142
			221
			95
			91
			132
			253
			60
			136
			119
			130
			93
			332
			298
			311
			153
			65
			76
			206
			139
			55

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	9,404
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	-9

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	4
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	4
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	4
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,906
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	2,906
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,902
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax2,902	Refunded	11

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

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

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

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

N/A

The books are in care of bullet

SHAVIT CHARITABLE FOUNDATION Telephone no. bullet

(212) 729-1389

Located at bullet

225 WEST 83RD STREET UNIT 3QNEW YORKNY ZIP+4 bullet

10024

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

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

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

Yes

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

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
SIMCHA LYONS	Trustee 2.00	7,000
225 W 83RD STREET-UNIT 3Q NEW YORK,NY10024	Trustee 2.00	7,000
ALLAN GENAUER	Trustee 2.00	7,000
400 N LAS PALMAS AVENUE LOS ANGELES,CA90004	Trustee 2.00	7,000
AVI LYONS	Trustee 2.00	7,000
247 WEST 87TH STREET NEW YORK,NY10024	Trustee 2.00	7,000

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

Form 990-PF (2020)

Page 7

Part VIII

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

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

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

Part IX-A

Summary of Direct Charitable Activities

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


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2020)

Page 8

Part X

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

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

purposes:

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

793,832

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

5,825

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

638,787

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

1,438,444

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

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

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

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

1,438,444

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

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

21,577

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

1,416,867

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

70,843

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

70,843

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

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

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

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

70,839

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

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

70,839

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

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

70,839

Part XII

Qualifying Distributions (see instructions)

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

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

43,500

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

43,500

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

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

43,500

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

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7			70,839
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......	37,310
b From 2016......	10,270
c From 2017......	23,850
d From 2018......	57,477
e From 2019......	19,458
fTotal of lines 3a through e........		148,365
4Qualifying distributions for 2020 from Part
XII, line 4: $ 43,500
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....			43,500
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2020.		27,339	27,339
(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		121,026
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 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		9,971
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		111,055
10 Analysis of line 9:
a Excess from 2016....	10,270
b Excess from 2017....	23,850
c Excess from 2018....	57,477
d Excess from 2019....	19,458
e Excess from 2020....

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHAI LIFE LINE 600 LEXINGTON AVENUE-23RD FLOOR NEW YORK,NY10023	None	EXEMPT	SUPPORT	3,500
YESHIVAS TORAH EMES 1025 NE 183RD STREET NORTH MIAMI BEACH,FL33179	None	EXEMPT	SUPPORT	1,000
BAIS YAAKOV SCHOOL FOR GIRLS 7353 BEVERLY BLVD LOS ANGELES,CA90036	None	EXEMPT	SUPPORT	2,000
YAVNEH HEBREW ACADEMY 5353 W 3RD STREET LOS ANGELES,CA90020	None	EXEMPT	SUPPORT	1,500
CONGREGATION SHAAREI TEFILA 7269 BEVERLY BLVD LOS ANGELES,CA90036	None	EXEMPT	SUPPORT	1,000
TOMCHEI SHABBOS 9041 WEST PICO BOULEVARD LOS ANGELES,CA90035	None	EXEMPT	SUPPORT	500
TORAH ACADEMY OF BOCA RATON 447 NW SPANISH RIVER BLVD BOCA RATON,FL33431	None	EXEMPT	SUPPORT	-500
KEHILLAT YAVNEH 5353 W THIRD STREET LOS ANGELES,CA90020	None	EXEMPT	SUPPORT	5,000
CONGREGATION CHOMAT JERUSALEM INC 1724 60TH ST BROOKLYN,NY11204	None	EXEMPT	SUPPORT	2,000
YESHIVA GEDOLAH OF LOS ANGELES 5444 W OLYMPIC BLVD LOS ANGELES,CA90036	None	EXEMPT	SUPPORT	1,500
HATZOLAH OF LA 1417 S DOHENY DR LOS ANGELES,CA90035	None	EXEMPT	SUPPORT	1,000
YESHIVA MEKOR HATORAH 180 SIMS AVENUE LAKEWOOD,NJ08701	None	EXEMPT	SUPPORT	7,500
CHABAD OF THE BERKSHIRES 450 SOUTH STREET PITTSFIELD,MA01201	None	EXEMPT	SUPPORT	500
CHOMAT JERUSALEM 25 ORAH CHAIM STREET BNEI BRAK IS	None	EXEMPT	SUPPORT	4,500
Total ................................. 3a				31,000

bApproved for future payment

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

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	21
4 Dividends and interest from securities....			14	13,803
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	9,404
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aINC FROM INVEST IN PTRSHP			14	2,152
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				25,380

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

25,380

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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	Signature of officer or trustee	Date	Title

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

Form 990-PF (2020)

Additional Data

Software ID:	20011551
Software Version:	2020v4.0

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
VARIOUS MUTUAL FUNDS	AT COST	565,274	606,451
INVESTMENT IN PTNERSHIP-SIMCOE PARTNERS	FMV	503,217	638,787

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DIVIDENDS RECEIVABLE	304	253	253
UNSETTLED TRADES RECEIVABLE	2,080	1,080	1,080

Description	Amount
ADJ PASSTHRU ENTITY CAPITAL FROM TAX TO BOOK-SIMCOE PARTNERS	79,869
TAX OVER BOOK CAPITAL GAIN	1,389

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FROM PASSTHRU ENTITY-PORTFOLIO DEDUCTION	5,712	5,712
INVESTMENT MGMT FEES	4,996	4,996

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	1,519	1,519
FOREIGN TAXES WITHHELD	396	396