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
Don and Roy Splawn Charitable
Foundation West Inc
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

94-3276752
B Telephone number (see instructions)

(800) 839-1754
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$5,159,266J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,020 3,020  
4 Dividends and interest from securities... 30,735 30,735  
5a Gross rents............ 53,000 53,000  
b Net rental income or (loss) 51,348
6a Net gain or (loss) from sale of assets not on line 10 -1,887
b Gross sales price for all assets on line 6a 18,627
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 39,498 39,498  
12 Total. Add lines 1 through 11........ 124,366 126,253  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000     36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 16,937 16,937    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,413      
19 Depreciation (attach schedule) and depletion... Click to see attachment 460   0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,258 2,286   36,972
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,068 19,223 0 72,972
25 Contributions, gifts, grants paid....... 173,250 173,250
26 Total expenses and disbursements. Add lines 24 and 25 268,318 19,223 0 246,222
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -143,952
b Net investment income (if negative, enter -0-) 107,030
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......... 874,708 764,810 764,810
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 881,193 Click to see attachment856,393 1,709,309
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,165,050
Less: accumulated depreciation (attach schedule) bullet   1,165,050 Click to see attachment1,165,050 1,165,050
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,258,023 Click to see attachment1,249,229 1,518,179
14 Land, buildings, and equipment: basis bullet3,221
Less: accumulated depreciation (attach schedule) bullet1,303 2,378 Click to see attachment1,918 1,918
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,181,352 4,037,400 5,159,266
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,181,352 4,037,400
29 Total net assets or fund balances (see instructions)..... 4,181,352 4,037,400
30 Total liabilities and net assets/fund balances (see instructions). 4,181,352 4,037,400
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
4,181,352
2
Enter amount from Part I, line 27a .....................
2
-143,952
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,037,400
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,037,400
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
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 18,627   24,800 -6,173
b       4,286
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       -6,173
b        
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 -1,887
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,488
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 1,488
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 1,488
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,150
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 3,150
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,662
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,662 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletCA
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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
    Natalie Yee Dir, Sec, VP, executive dir
    10.0     		36,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Phillips Yee Pres, Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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)
    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
    1,485,568
    b
    Average of monthly cash balances.......................
    1b
    850,188
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,683,228
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,018,984
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,018,984
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,285
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,943,699
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    247,185
    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
    247,185
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,488
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,488
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    245,697
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    245,697
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    245,697
    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
    246,222
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    246,222
    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
    246,222
    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 7 245,697
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 244,194
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 246,222
    a Applied to 2019, but not more than line 2a 244,194
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 2,028
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........     		243,669
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		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.... 0
    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).)
    NONE
    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
    A Boudro
    4349 White Oak Court
    Etna,CA96027     		N/A I Scholarship Grant 750
    A Cebreros
    2451 Stapleton Ave
    Imperial,CA92251     		N/A I Scholarship Grant 2,000
    A Cortez-Rosas
    3027 Smith Lane
    Fortuna,CA95540     		N/A I Scholarship Grant 2,250
    A Dawson
    7373 ardmore st
    Houston,TX77054     		N/A I Scholarship Grant 1,750
    A Glorfield
    140 Boulder Street
    Nevada City,CA95959     		N/A I Scholarship Grant 750
    A Hernandez Preston
    152 Blaine st Apt H
    Santa Cruz,CA95060     		N/A I Scholarship Grant 1,000
    A Jackson
    143 South 33rd street
    Richmond,CA94804     		N/A I Scholarship Grant 1,500
    A Joy
    1550 Iron Point Rd Apt 1124
    Folsom,CA95630     		N/A I Scholarship Grant 750
    A Kaur
    1406 Henry Street Apt G
    Berkeley,CA94709     		N/A I Scholarship Grant 1,000
    A Keys
    1941 Green Sands Ave
    Atwater,CA95301     		N/A I Scholarship Grant 500
    A Mejia
    2705 Adobe Ct
    Antioch,CA94509     		N/A I Scholarship Grant 500
    A Mendoza
    184 Minnesota Ave
    Fort Bragg,CA95437     		N/A I Scholarship Grant 2,000
    A Moron Guzman
    247 Salisbury St
    Porterville,CA93257     		N/A I Scholarship Grant 2,250
    A Nhul
    407 E Travis Blvd
    Fairfield,CA94533     		N/A I Scholarship Grant 1,000
    A Owens
    1857 Mini Dr
    Vallejo,CA94589     		N/A I Scholarship Grant 500
    A Peel
    197 E Harcourt st
    Long beach,CA90805     		N/A I Scholarship Grant 750
    A Puga
    160 Manzanita Place
    Hercules,CA94547     		N/A I Scholarship Grant 1,000
    A Queen
    1252 E Foothill Ave
    San Luis Obispo,CA93405     		N/A I Scholarship Grant 1,750
    A Rickli
    2600 Eden Plains Road
    Brentwood,CA94513     		N/A I Scholarship Grant 1,000
    A Rickli
    2600 North Eden Plains Road
    Brentwood,CA94513     		N/A I Scholarship Grant 1,000
    A Roberts
    3630 Trinity Street
    Fortuna,CA95540     		N/A I Scholarship Grant 1,000
    A Rosas
    6100 Pickford Pl
    Elk Grove,CA95758     		N/A I Scholarship Grant 750
    A Savala
    2106 Robertson Rd Apt B
    Modesto,CA95351     		N/A I Scholarship Grant 1,750
    A Tapia
    802 Donovan Dr
    San Leandro,CA94577     		N/A I Scholarship Grant 1,000
    A Tefera
    715 Laguna St Apt L
    San Francisco,CA94102     		N/A I Scholarship Grant 1,750
    A Toledo
    800 jamestown ave
    san francisco,CA94124     		N/A I Scholarship Grant 750
    A Washington
    720 South 40th Street Apt12
    Richmond,CA94804     		N/A I Scholarship Grant 1,000
    B Aguilera
    3321 64th Avenue Place APT 2
    Oakland,CA94605     		N/A I Scholarship Grant 2,000
    B Blosser
    513 University St
    Healdsburg,CA95448     		N/A I Scholarship Grant 500
    B Danna
    508 West Hyde Park Blvd apt 5
    Inglewood,CA90302     		N/A I Scholarship Grant 1,250
    B Douglas
    1855 Trinity Ave Apt 23
    Walnut Creek,CA94596     		N/A I Scholarship Grant 1,000
    C Chan
    1030 Capitol Avenue
    San Francisco,CA94112     		N/A I Scholarship Grant 1,250
    C Feceu
    3673 State Highway 20
    Marysville,CA95901     		N/A I Scholarship Grant 750
    C Leon Espinoza
    257 s chess terrace
    Porterville,CA93257     		N/A I Scholarship Grant 2,000
    C Margarite
    4820 Faith Home Rd
    Ceres,CA95307     		N/A I Scholarship Grant 1,500
    C Narciso
    628 Myrtle Avenue
    South San Francisco,CA94080     		N/A I Scholarship Grant 1,000
    C Silva
    1015 Brady Avenue
    Modesto,CA95350     		N/A I Scholarship Grant 1,000
    C Villegas
    2390 Parker St Apt 3
    Berkeley,CA94704     		N/A I Scholarship Grant 1,750
    C Wang
    425 S Stoneman Ave
    Alhambra,CA91801     		N/A I Scholarship Grant 2,000
    D Acosta
    2999 Quest Lane
    San Jose,CA95148     		N/A I Scholarship Grant 1,250
    D Bailey
    47 Lakeside Dr
    Corte Madera,CA94925     		N/A I Scholarship Grant 750
    D Conerly
    4523 Thompson St apt D
    Oakland,CA94601     		N/A I Scholarship Grant 750
    D Garcia Perez
    2367 Silverado Court
    Stockton,CA95206     		N/A I Scholarship Grant 1,750
    D Miranda
    350 S State St Spc 3
    San Jacinto,CA92583     		N/A I Scholarship Grant 2,000
    E Arciga Reyes
    63 Fairmont Avenue Apt 102
    Clovis,CA93612     		N/A I Scholarship Grant 1,000
    E Del Barrio
    811 Rincon Way
    San Rafael,CA94903     		N/A I Scholarship Grant 1,500
    E Fernandez
    501 South Green Valley Rd SPC 92
    Watsonville,CA95076     		N/A I Scholarship Grant 750
    E Hendrick
    1869 Greenlaw way
    Folsom,CA95630     		N/A I Scholarship Grant 750
    E Hu
    5572 Freestone Dr
    Marysville,CA95901     		N/A I Scholarship Grant 1,000
    E Mendiola
    560 Elm St 201
    San Carlos,CA94070     		N/A I Scholarship Grant 750
    E Ottum
    15240 20th Ave Southwest
    Burien,WA98166     		N/A I Scholarship Grant 2,250
    E Sepulveda
    2375 big valley rd
    Lakeport,CA95453     		N/A I Scholarship Grant 500
    E Weiner Medina
    2553 Hayesville Avenue
    Henderson,NV89052     		N/A I Scholarship Grant 1,500
    F Shaikh
    46 Ney St
    San Francisco,CA94112     		N/A I Scholarship Grant 750
    F Shaikh
    72 Ney Street
    San Francisco,CA94112     		N/A I Scholarship Grant 1,000
    G Ceron
    7705 Paige Ct
    Winton,CA95388     		N/A I Scholarship Grant 750
    G Gabriele
    2515 Dana Street 4
    Berkeley,CA94704     		N/A I Scholarship Grant 750
    G Gonzalez Serrano
    636 Short Street
    West Sacramento,CA95605     		N/A I Scholarship Grant 1,250
    G Nguyen
    14881 Van Buren Street
    Midway City,CA92655     		N/A I Scholarship Grant 1,000
    H Le
    10168 Clover Ranch Drive
    Sacramento,CA95829     		N/A I Scholarship Grant 1,500
    H Ravizza
    2300 Burgan Avenue
    Clovis,CA93611     		N/A I Scholarship Grant 2,000
    H Wu
    1333 Grant Ave
    San Francisco,CA94133     		N/A I Scholarship Grant 1,000
    I Madriz Miguel
    2927 Cree Ct
    Santa Rosa,CA95403     		N/A I Scholarship Grant 1,000
    I Murillo-De Leon
    3113 Mermaid Drive
    Atwater,CA95301     		N/A I Scholarship Grant 750
    I Romeo
    1623 Mill Street
    San Luis Obispo,CA93401     		N/A I Scholarship Grant 1,500
    J Ayala-Ayala
    2155 Harding Ave
    Napa,CA94559     		N/A I Scholarship Grant 1,500
    J Bermudez
    3309 Swallow Drive
    Modesto,CA95356     		N/A I Scholarship Grant 750
    J Chen
    8 Maxwell Ct
    San Francisco,CA94103     		N/A I Scholarship Grant 1,000
    J Chen
    3019 Maxson Rd Apt E
    El Monte,CA91732     		N/A I Scholarship Grant 1,000
    J Diaz Lopez
    1422 Coalinga Ave
    Richmond,CA94801     		N/A I Scholarship Grant 500
    J Garcia
    417 Verde Ave Apt 7
    Richmond,CA94801     		N/A I Scholarship Grant 750
    J Huang
    888 7th st 356
    San Francisco,CA94107     		N/A I Scholarship Grant 500
    J Le
    13662 Hazel Street
    Garden Grove,CA92844     		N/A I Scholarship Grant 750
    J Ngo
    7032 Scripps Crescent St
    Goleta,CA93117     		N/A I Scholarship Grant 2,000
    J Parolini
    1301 East Ave
    Turlock,CA95380     		N/A I Scholarship Grant 2,000
    J Quiroz
    749 Wilson Ave
    Richmond,CA94805     		N/A I Scholarship Grant 1,750
    J Ruiz
    3115 Dee Street
    Santa Cruz,CA95062     		N/A I Scholarship Grant 1,000
    J Sihner
    PO Box 265
    Challenge,CA95925     		N/A I Scholarship Grant 1,750
    J Soto
    1936 White Oak Dr
    Yuba City,CA95991     		N/A I Scholarship Grant 1,750
    K Francis
    9187 Grangehill Dr
    RIVERSIDE,CA92508     		N/A I Scholarship Grant 1,750
    K Lechuga
    2830 Bellflower Dr
    Antioch,CA94531     		N/A I Scholarship Grant 1,750
    K Marlin
    1125 E 8th St Suite 567
    York,NE68467     		N/A I Scholarship Grant 1,750
    K McCord
    504 Osprey Court
    Redwood City,CA94065     		N/A I Scholarship Grant 1,000
    K Pope
    1138 Mamie Anderson Lane
    Tracy,CA95377     		N/A I Scholarship Grant 2,000
    K Truong
    4030 Moraga St
    San Francisco,CA94122     		N/A I Scholarship Grant 750
    K Ye
    2071 Thomas Avenue
    San Francisco,CA94124     		N/A I Scholarship Grant 750
    L Armoush
    1921 muirwood loop
    brentwood,CA94513     		N/A I Scholarship Grant 1,000
    L Easton
    104 Pinecrest Ave
    Auburn,CA95603     		N/A I Scholarship Grant 1,000
    L Mejia
    11303 N Highway 99 Spc 84
    Lodi,CA95240     		N/A I Scholarship Grant 2,000
    M Fontes
    1605 Tilia Street
    Davis,CA95616     		N/A I Scholarship Grant 750
    M Hensley
    7940 La Riviera Drive
    Sacramento,CA95826     		N/A I Scholarship Grant 1,500
    M Llerena
    829 Prince Avenue
    Healdsburg,CA95448     		N/A I Scholarship Grant 1,000
    M Moron Guzman
    247 Salisbury St
    Porterville,CA93257     		N/A I Scholarship Grant 2,000
    M Saephan
    3323 Clearfield Avenue
    El Sobrante,CA94803     		N/A I Scholarship Grant 1,250
    M Schmidt
    Beloit College Box 979
    Beloit,WI53511     		N/A I Scholarship Grant 1,500
    M Soria
    294 Munich Street
    San Francisco,CA94112     		N/A I Scholarship Grant 2,000
    M Xie
    3246 Sylvan Avenue
    Oakland,CA94602     		N/A I Scholarship Grant 1,750
    N Garcia Ceja
    605 lincoln ave
    richmond,CA94801     		N/A I Scholarship Grant 750
    N Gomez-Ruvalcaba
    225 W Fruitvale Ave apt 40
    Hemet,CA92543     		N/A I Scholarship Grant 1,250
    N Hoang
    4223 Menlo Ave
    San Diego,CA92115     		N/A I Scholarship Grant 1,000
    N Ramirez
    3940 Cedar Ct
    Fortuna,CA95540     		N/A I Scholarship Grant 1,000
    O Campos Soto
    PO Box 281
    Kelseyville,CA95451     		N/A I Scholarship Grant 1,250
    P Borden
    1272 65th Street
    Berkeley,CA94702     		N/A I Scholarship Grant 1,500
    P Marquez
    2475 Collins Ave
    Pinole,CA94564     		N/A I Scholarship Grant 1,000
    P Meza
    1000 Summer Ct
    Imperial,CA92251     		N/A I Scholarship Grant 1,500
    P Orozco
    2151 Oakland rd spc 366
    San Jose,CA95131     		N/A I Scholarship Grant 1,000
    R Dauphine
    2198 Cayuga Ave
    San Francisco,CA94112     		N/A I Scholarship Grant 1,250
    R Noriega-Rocha
    15 Salinas rd
    Watsonville,CA95076     		N/A I Scholarship Grant 2,250
    R Pollard
    2607 Ellsworth St Apt 203
    Berkeley,CA94704     		N/A I Scholarship Grant 750
    R Song
    372 Ellington Ave
    San Francisco,CA94112     		N/A I Scholarship Grant 1,000
    S Alhadad
    5745 Halleck Dr
    SAN JOSE,CA95123     		N/A I Scholarship Grant 1,000
    S Ali
    2966 Fuchsia Dr
    Lodi,CA95242     		N/A I Scholarship Grant 2,000
    S Ali
    2966 Fuchsia Dr
    Lodi,CA95242     		N/A I Scholarship Grant 2,500
    S Arentz
    6621 Abrego Rd
    Goleta,CA93117     		N/A I Scholarship Grant 2,250
    S Cao
    6701 21st Street
    Sacramento,CA95822     		N/A I Scholarship Grant 1,000
    S Chinedu
    63722 Arroyo Dr
    Irvine,CA92617     		N/A I Scholarship Grant 1,500
    S Duru
    6 Lobos Street
    San Francisco,CA94112     		N/A I Scholarship Grant 1,000
    S Hinsley
    6579 Park Riviera Way
    Sacramento,CA95831     		N/A I Scholarship Grant 1,500
    S Karam Padilla
    2801 E Avery Dr Apt F16
    Palm Springs,CA92264     		N/A I Scholarship Grant 750
    S Lata
    3582 San Augustine Ave
    Merced,CA95348     		N/A I Scholarship Grant 1,000
    S Luitel
    2200 Rivers Street Apt24
    San Pablo,CA94806     		N/A I Scholarship Grant 1,000
    S Shah
    1223 Castle Oaks Dr
    Stockton,CA95210     		N/A I Scholarship Grant 1,750
    T Abdul
    584 58th St Apt 9
    Oakland,CA94609     		N/A I Scholarship Grant 2,250
    T Gregg
    7540 Silvertree Lane
    Dublin,CA94568     		N/A I Scholarship Grant 1,750
    T Love
    Trinityc2lovegmailcom
    Concord,CA94519     		N/A I Scholarship Grant 1,500
    T Rahal
    226 Athens St
    San Francisco,CA94112     		N/A I Scholarship Grant 1,500
    V Cooper
    2708 El Portal Dr Apt 10
    San Pablo,CA94806     		N/A I Scholarship Grant 750
    V Korotchenko
    4349 Aubergine way
    Mather,CA95655     		N/A I Scholarship Grant 1,500
    V Lauver
    22107 Cottage Hill Drive
    Grass Valley,CA95949     		N/A I Scholarship Grant 2,000
    V Mariscal
    2017 River Pine Ct
    Modesto,CA95351     		N/A I Scholarship Grant 2,500
    V Mejia
    1798 High St
    Atwater,CA95301     		N/A I Scholarship Grant 750
    Y Jauregui
    536 Mary Todd Lane
    Modesto,CA95354     		N/A I Scholarship Grant 1,000
    Y Mariscal
    2017 River Pine Ct
    Modesto,CA95351     		N/A I Scholarship Grant 2,250
    Y Salib
    4205 Kilterbury Ln apartment A
    Bakersfield,CA93311     		N/A I Scholarship Grant 1,250
    Y Thao
    9215 Norseman Ct
    Sacramento,CA95829     		N/A I Scholarship Grant 1,250
    Total .................................bullet 3a 173,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,020  
    4 Dividends and interest from securities....     14 30,735  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 51,348  
    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 -1,887  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 39,498  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   122,714  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    122,714
    (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

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    TY 2020 DepreciationSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    220 MARY GRUBBS 2018-05-30 1,165,050   L       0  
    MACBOOK PRO 2018 2018-02-28 3,221 843 SL 7 460   0  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERCK & CO INC 114,893 407,037
    VANGUARD 500 INDEX FUND ADM 540,500 938,764
    VANGUARD EXTENDED MARKET INDEX 201,000 363,508

    TY 2020 InvestmentsLandSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    220 MARY GRUBBS 1,165,050   1,165,050 1,165,050

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DTC CORE FIXED INCOME CTF   204,564 226,269
    DTC SHORT DURATION FIXED INCOM   90,908 91,909
    HERITAGE NY L.L.C   516,354 643,201
    HERITAGE OHIO LLC   437,403 556,800

    TY 2020 LandEtcSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MACBOOK PRO 2018 3,221 1,303 1,918 1,918


    TY 2020 OtherExpensesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 31,487     31,487
    Equipment/Furniture Purchase 1,216     1,216
    Foundation Dues & Memberships 765     765
    K-1 Exp DTC CORE FIXED INCOME 439 439    
    K-1 Exp DTC SHORT DURATION FIX 195 195    
    Office Supplies 798     798
    Postage/Delivery Service 446     446
    Property insurance 1,652 1,652    
    State or Local Filing Fees 60     60
    INDEMNIFICATION INSURANCE 2,200     2,200


    TY 2020 OtherIncomeSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss DTC CORE FIXED INCOME CTF 6,369 6,369  
    K-1 Inc/Loss DTC SHORT DURATION FIXED INCOME 2,429 2,429  
    K-1 Inc/Loss HERITAGE NY L.L.C 16,507 16,507  
    K-1 Inc/Loss HERITAGE OHIO LLC 13,711 13,711  
    Class Action Lawsuit Proceeds 482 482  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 16,937 16,937    


    TY 2020 TaxesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West Inc
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 2,200      
    990-PF Extension for 2019 213