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
THE ALLYN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)539 PRINCETON ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HINSDALE, IL60521
A Employer identification number

23-7025589
B Telephone number (see instructions)

(978) 766-9327
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$8,158,476J 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 692 692 692
4 Dividends and interest from securities... 198,836 198,836 198,836
5a Gross rents............ 0 0 0
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 127,365
8 Net short-term capital gain......... 0
9 Income modifications........... 0
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 0 0 0
12 Total. Add lines 1 through 11........ 199,528 326,893 199,528
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 776 0 0 776
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,254 185 185 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see attachment 422 211 211 211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,452 396 396 987
25 Contributions, gifts, grants paid....... 360,000 360,000
26 Total expenses and disbursements. Add lines 24 and 25 371,452 396 396 360,987
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -171,924
b Net investment income (if negative, enter -0-) 326,497
c Adjusted net income (if negative, enter -0-)... 199,132
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............. 5,058 1,681 1,681
2 Savings and temporary cash investments......... 127,592 97,561 97,561
3 Accounts receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
4 Pledges receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0 0
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 889,555 Click to see attachment878,404 6,385,054
c Investments—corporate bonds (attach schedule)....... 1,249,159 Click to see attachment1,249,159 1,674,180
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   0 0 0
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   0 0 0
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,271,364 2,226,805 8,158,476
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet) 0 0
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........ 2,271,364 2,226,805
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,271,364 2,226,805
30 Total liabilities and net assets/fund balances (see instructions). 2,271,364 2,226,805
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
2,271,364
2
Enter amount from Part I, line 27a .....................
2
-171,924
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
127,365
4
Add lines 1, 2, and 3 ..........................
4
2,226,805
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
2,226,805
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 300 SH VANGUARD 500 INDEX FUND P 1989-07-01 2020-10-28
b FRAC SH VIATRIS INC COMMON P 1986-05-09 2020-11-16
c VANGUARD LT INV GR BOND FUND CAP GAIN DISTRIB P 1989-07-01 2020-12-30
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 90,624 0 11,151 79,473
b 10 0 0 10
c 47,882 0 0 47,882
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 0 0 0 79,473
b 0 0 0 10
c 0 0 0 47,882
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 2 127,365
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 4,538
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,538
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,538
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,000
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.............. Part VI Line 7 - Original Return Overpayment: -8000 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,462
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,462 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)
    bulletIL, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN W ALLYN JR Telephone no.bullet (978) 766-9327

    Located atbullet8514 SANDY OAK LANESARASOTAFL ZIP+4bullet34238
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CYNTHIA A STUHLEY PRESIDENT, DIR
    4.00     		0 0 0
    2110 CASEY KEY ROAD
    NOKOMIS,FL34275
    JOHN W ALLYN JR VICE PRES, DIR
    3.00     		0 0 0
    8514 SANDY OAK LANE
    SARASOTA,FL34238
    SHARON A TAYLOR DIRECTOR
    2.00     		0 0 0
    539 PRINCETON ROAD
    HINSDALE,IL60521
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,314,759
    b
    Average of monthly cash balances.......................
    1b
    184,011
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,498,770
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,498,770
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    112,482
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,386,288
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    369,314
    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
    369,314
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,538
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,538
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    364,776
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    364,776
    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
    364,776
    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
    360,987
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    360,987
    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
    360,987
    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 7 364,776
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,220
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 360,987
    a Applied to 2019, but not more than line 2a 3,220
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 357,767
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		7,009
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    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.
    NONE
    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
    ALL FAITHS FOOD BANK
    8171 BLAIKIE COURT
    SARASOTA,FL34240     		  EXEMPT COMMUNITY SERVICES 5,000
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		  EXEMPT MEDICAL RESEARCH 10,000
    AMERICAN HEART ASSOCIATION
    300 S RIVERSIDE PLAZA SUITE 1200
    CHICAGO,IL60606     		  EXEMPT MEDICAL RESEARCH 10,000
    AMERICAN LUNG ASSOCIATION
    55 W WACKER DRIVE SUITE 1150
    CHICAGO,IL60601     		  EXEMPT MEDICAL RESEARCH 5,000
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA50037     		  EXEMPT FAMILY SERVICES 10,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		  EXEMPT FAMILY SERVICES 5,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE SUITE 2
    BOSTON,MA02129     		  EXEMPT ENVIRONMENTAL PROGRAMS 1,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVENUE
    CHICAGO,IL60603     		  EXEMPT MUSEUM PROGRAMS 5,000
    ASSOCIATED COLLEGES OF ILLINOIS
    70 E LAKE STREET SUITE 1418
    CHICAGO,IL60601     		  EXEMPT EDUCATION PROGRAMS 3,000
    ASSOC FOR PREVENTION OF FAMILY VIOLENCE
    735 N WISCONSIN STREET SUITE 101
    ELKHORN,WI53121     		  EXEMPT FAMILY SERVICES 1,000
    AURORA LAKELAND MEDICAL CENTER
    W3985 COUNTY ROAD NN
    ELKHORN,WI53121     		  EXEMPT MEDICAL SERVICES 5,000
    AURORA UNIVERSITY
    347 S GLADSTONE AVENUE
    AURORA,IL60506     		  EXEMPT EDUCATION PROGRAMS 5,000
    BIG BROTHERS BIG SISTERS OF CHICAGO
    560 W LAKE STREET 5TH FLOOR
    CHICAGO,IL60661     		  EXEMPT YOUTH PROGRAMS 3,000
    BOSTON HEALTH CARE FOR THE HOMELESS
    780 ALBANY STREET
    BOSTON,MA02118     		  EXEMPT MEDICAL SERVICES 1,000
    BOYS & GIRLS CLUBS OF SARASOTA COUNTY
    3130 FRUITVILLE ROAD
    SARASOTA,FL34237     		  EXEMPT YOUTH PROGRAMS 3,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVE 3RD FLOOR
    BOSTON,MA02116     		  EXEMPT MEDICAL SERVICES 3,000
    BROOKFIELD ZO
    3300 GOLF ROAD
    BROOKFIELD,IL60513     		  EXEMPT ZOO PROGRAMS 2,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022     		  EXEMPT ENVIRONMENTAL PROGRAMS 10,000
    CHICAGO HISTORY MUSEUM
    1601 N CLARK STREET
    CHICAGO,IL60614     		  EXEMPT MUSEUM PROGRAMS 3,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVENUE
    CHICAGO,IL60604     		  EXEMPT MUSIC PROGRAMS 3,000
    CHILDREN'S HOME AND AID SOCIETY
    125 S WACKER DRIVE 14TH FLOOR
    CHICAGO,IL60606     		  EXEMPT YOUTH SERVICES 5,000
    CITIZENS INN
    81 MAIN STREET
    PEABODY,MA01960     		  EXEMPT FAMILY SERVICES 1,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		  EXEMPT FAMILY SERVICES 2,000
    COMMUNITY GIVING TREE
    572B MAIN STREET
    BOXFORD,MA01921     		  EXEMPT FAMILY SERVICES 3,000
    CONSERVATION FOUNDATION OF THE GULF COAST
    400 PALMETTO AVENUE
    OSPREY,FL34229     		  EXEMPT ENVIRONMENTAL PROGRAMS 5,000
    DANIEL MURPHY SCHOLARSHIP FUND
    309 W WASHINGTON ST SUITE 700
    CHICAGO,IL60606     		  EXEMPT SCHOLARSHIPS 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		  EXEMPT MEDICAL SERVICES 2,000
    EMMAUS INC
    PO BOX 568
    HAVERHILL,MA01831     		  EXEMPT INDIVIDUAL SERVICES 2,000
    ESSEX COUNTY HABITAT FOR HUMANITY
    14 PARK STREET
    DANVERS,MA01923     		  EXEMPT COMMUNITY SERVICES 2,000
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BLVD
    GLENVIEW,IL60026     		  EXEMPT SCHOLARSHIPS 1,500
    FRIENDS OF KISHWAUKETOE
    PO BOX 580
    WILLIAMS BAY,WI53191     		  EXEMPT ENVIRONMENTAL PROGRAMS 1,000
    FUND FOR JOHNS HOPKINS MEDICINE
    550 N BROADWAY SUITE 731
    BALTIMORE,MD21205     		  EXEMPT MEDICAL RESEARCH 3,000
    GIRL SCOUTS OF GULFCOAST FLORIDA
    4780 CATTLEMEN ROAD
    SARASOTA,FL34233     		  EXEMPT YOUTH PROGRAMS 3,000
    GIRLS INC OF SARASOTA COUNTY
    201 S TUTTLE AVE
    SARASOTA,FL34237     		  EXEMPT YOUTH SERVICES 2,000
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		  EXEMPT COMMUNITY SERVICES 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		  EXEMPT COMMUNITY SERVICES 8,000
    HADLEY INSTITUTE FOR THE BLIND
    700 ELM STREET
    WINNETKA,IL60093     		  EXEMPT PROGRAMS FOR THE BLIND 8,000
    HARBORCOV
    PO BOX 505754
    CHELSEA,MA02150     		  EXEMPT SOCIAL SERVICES 1,000
    HEARTLAND ALLIANCE
    208 S LA SALLE ST 1300
    CHICAGO,IL60604     		  EXEMPT SOCIAL SERVICES 5,000
    HERMITAGE ARTIST RETREAT
    6630 MANASOTA KEY ROAD
    ENGLEWOOD,FL34223     		  EXEMPT PERFORMING ARTS PROGRAMS 8,500
    HINSDALE HOSPITAL FOUNDATION
    120 N OAK STREET
    HINSDALE,IL60521     		  EXEMPT MEDICAL SERVICES 2,000
    HUMANE SOCIETY OF SARASOTA COUNTY
    2331 15TH STREET
    SARASOTA,FL34237     		  EXEMPT ANIMAL PROTECTION 1,000
    ILLINOIS MASONIC MEDICAL CENTER
    3075 HIGHLAND PARKWAY SUITE 600
    DOWNERS GROVE,IL60515     		  EXEMPT MEDICAL SERVICES 3,000
    INFANT WELFARE SOCIETY OF EVANSTON
    2200 MAIN STREET
    EVANSTON,IL60202     		  EXEMPT YOUTH SERVICES 5,000
    JUNIOR ACHIEVEMENT OF ILLINOIS
    651 W WASHINGTON STREET SUITE 404
    CHICAGO,IL60661     		  EXEMPT YOUTH PROGRAMS 3,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    PO BOX 37920
    BOONE,IA50037     		  EXEMPT MEDICAL RESEARCH 3,000
    LINCOLN PARK ZOO
    2001 N CLARK STREET
    CHICAGO,IL60614     		  EXEMPT ZOO PROGRAMS 3,000
    LURIE CHILDREN'S HOSPITAL
    225 E CHICAGO AVENUE BOX 4
    CHICAGO,IL60611     		  EXEMPT MEDICAL SERVICES 5,000
    MSPCA - NEVIN'S FARM
    400 BROADWAY
    METHUEN,MA01844     		  EXEMPT ANIMAL PROTECTION 3,000
    MAKE-A-WISH SOUTHERN FLORIDA
    3430 MAGIC OAK LANE
    SARASOTA,FL34232     		  EXEMPT FAMILY PROGRAMS 1,000
    MAKE-A-WISH FOUNDATION
    640 N LA SALLE DRIVE SUITE 280
    CHICAGO,IL60654     		  EXEMPT FAMILY PROGRAMS 1,000
    MAKE-A-WISH MASSACHUSETTS
    133 FEDERAL STREET 2ND FLOOR
    BOSTON,MA02110     		  EXEMPT FAMILY PROGRAMS 1,000
    MISERICORDIA HOME
    6300 N RIDGE AVENUE
    CHICAGO,IL60660     		  EXEMPT DISABILITY SERVICES 2,000
    MORTON ARBORETUM
    4100 ILLINOIS ROUTE 53
    LISLE,IL60532     		  EXEMPT ENVIRONMENTAL PROGRAMS 2,000
    MUSEUM OF SCIENCE AND INDUSTRY
    5700 S LAKE SHORE DRIVE
    CHICAGO,IL60637     		  EXEMPT MUSEUM PROGRAMS 3,000
    NATIONAL FOREST FOUNDATION
    27 FORT MISSOULA ROAD SUITE 3
    MISSOULA,MT59804     		  EXEMPT ENVIRONMENTAL PROGRAMS 10,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163     		  EXEMPT MEDICAL RESEARCH 3,000
    NORTHSHORE UNIVERSITY HEALTH SYSTEM
    1033 UNIVERSITY PLAC SUITE 450
    EVANSTON,IL60201     		  EXEMPT MEDICAL SERVICES 10,000
    NORTHWESTERN SETTLEMENT
    1400 W AUGUSTA BLVD
    CHICAGO,IL60642     		  EXEMPT FAMILY SERVICES 4,000
    OPEN ARMS FREE CLINIC
    205 E COMMERCE COURT SUITE A
    ELKHORN,WI53121     		  EXEMPT FAMILY SERVICES 8,000
    PARKINSON'S FOUNDATION
    1359 BROADWAY SUITE 1509
    NEW YORK,NY10018     		  EXEMPT MEDICAL RESEARCH 3,000
    PETTENGILL HOUSE
    21 WATER STREET SUITE 4A
    AMESBURY,MA01913     		  EXEMPT FAMILY SERVICES 1,000
    PILLARS COMMUNITY HEALTH
    23 CALENDAR AVENUE
    LA GRANGE,IL60525     		  EXEMPT FAMILY SERVICES 5,000
    PINE STREET INN
    444 HARRISON AVENUE
    BOSTON,MA02118     		  EXEMPT INDIVIDUAL SERVICES 3,000
    PLANNED PARENTHOOD FED'N OF AMERICA
    PO BOX 97166
    WASHINGTON,DC20090     		  EXEMPT FAMILY SERVICES 3,000
    PROJECT BREAD
    145 BORDER STRET
    EAST BOSTON,MA02128     		  EXEMPT COMMUNITY SERVICES 3,000
    PURDUE FOUNDATION
    625 HARRISON STREET
    WEST LAFAYETTE,IN47907     		  EXEMPT ANIMAL SERVICES 2,000
    RAVINIA FESTIVAL ASSOCIATION
    418 SHERIDAN ROAD
    HIGHLAND PARK,IL60035     		  EXEMPT MUSIC PROGRAMS 5,000
    RAY GRAHAM ASSOCIATION
    901 WARRENSVILLE ROAD SUITE 500
    LISLE,IL60532     		  EXEMPT DISABILITY SERVICES 5,000
    READING IS FUNDAMENTAL
    750 FIRST STREET NE SUITE 920
    WASHINGTON,DC20002     		  EXEMPT EDUCATION PROGRAMS 2,000
    RINGLING COLLEGE OF ART AND DESIGN
    2700 N TAMIAMI TRAIL
    SARASOTA,FL34234     		  EXEMPT EDUCATIONAL SERVICES 5,000
    RODMAN CELEBRATION FOR KIDS
    10 LINCOLN ROAD SUITE 208
    FOXBOROUGH,MA02035     		  EXEMPT YOUTH SERVICES 6,000
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		  EXEMPT INDIVIDUAL SERVICES 1,000
    RUSH UNIVERSITY MEDICAL CENTER
    1201 W HARRISON ST SUITE 300
    CHICAGO,IL60607     		  EXEMPT MEDICAL SERVICES 8,000
    SARASOTA MEMORIAL HOSPITAL FOUNDATION
    1515 S OSPREY AVE SUITE B4
    SARASOTA,FL34239     		  EXEMPT MEDICAL SERVICES 3,000
    SARASOTA ORCHESTRA
    709 N TAMIAMI TRAIL
    SARASOTA,FL34236     		  EXEMPT MUSIC PROGRAMS 1,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		  EXEMPT CHILD POVERTY SERVICES 5,000
    SHIRLEY RYAN ABILITY LAB
    355 E ERIE STREET
    CHICAGO,IL60611     		  EXEMPT MEDICAL SERVICES 6,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST SUITE 1250
    OAKLAND,CA94612     		  EXEMPT ENVIRONMENTAL PROGRAMS 10,000
    TALK ABOUT CURING AUTISM
    2222 MARTIN STREET SUITE 140
    IRVINE,CA92612     		  EXEMPT FAMILY SERVICES 10,000
    TEACH FOR AMERICA
    PO BOX 398305
    SAN FRANCISCO,CA94139     		  EXEMPT EDUCATION PROGRAMS 5,000
    THE COMMUNITY HOUSE - CHARLIE'S GIFT
    415 W 8TH STREET
    HINSDALE,IL60521     		  EXEMPT COMMUNITY SERVICES 5,000
    THE FIELD MUSEUM
    1400 S LAKE SHORE DRIVE
    CHICAGO,IL60605     		  EXEMPT MUSEUM PROGRAMS 3,000
    THE WETLANDS INITIATIVE
    53 W JACKSON BLVD SUITE 1015
    CHICAGO,IL60604     		  EXEMPT ENVIRONMENTAL PROGRAMS 2,000
    TIDEWELL HOSPICE FOUNDATION
    5955 RAND BOULEVARD
    SARASOTA,FL34238     		  EXEMPT FAMILY SERVICES 3,000
    UCP SEGUIN
    3100 S CENTRAL AVENUE
    CICERO,IL60804     		  EXEMPT MEDICAL RESEARCH 2,000
    UNITED WAY SUNCOAST
    5201 W KENNEDY BLVD SUITE 600
    TAMPA,FL33609     		  EXEMPT FAMILY SERVICES 2,000
    UNIVERSITY OF MICHIGAN TRAUMA BURN CENTER
    1500 E MEDICAL CENTER DR ROOM UH-1C
    ANN ARBOR,MI48109     		  EXEMPT MEDICAL SERVICES 2,000
    URBAN GATEWAYS
    1637 N ASHLAND AVE SUITE 1
    CHICAGO,IL60622     		  EXEMPT EDUCATION PROGRAMS 3,000
    VOLUNTEER CENTER OF NEW TRIER TOWNSHIP
    520 GLENDALE AVENUE SUITE 211
    WINNETKA,IL60093     		  EXEMPT COMMUNITY SERVICES 1,000
    WELLNESS HOUSE
    131 N COUNTY LINE ROAD
    HINSDALE,IL60521     		  EXEMPT INDIVIDUAL SERVICES 10,000
    Total .................................bullet 3a 360,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 692  
    4 Dividends and interest from securities....     14 198,836  
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   199,528  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    199,528
    (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:  
    Part VI Line 7 -Original Return Overpayment: -8,000


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ALLYN FOUNDATION INC
    EIN:
    23-7025589
    Name of Bond End of Year Book Value End of Year Fair Market Value
    142000 SH VANGUARD LONG-TERM INVESTMENT GRADE BOND FUND 1,249,159 1,674,180

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ALLYN FOUNDATION INC
    EIN:
    23-7025589
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2100 SH ALTRIA GROUP COMMON 9,146 86,100
    9290 SH AMERICA MOVIL SAB COMMON 23,836 135,077
    4460 SH BP PLC COMMON 15,772 91,519
    1800 SH BANK OF NEW YORK MELLON COMMON 15,712 76,392
    502 SH CONOCO PHILLIPS COMMOM 11,768 20,075
    7500 SH PFIZER INC COMMON 24,996 276,075
    2100 SH PHILIP MORRIS INTERNATIONAL COMMON 20,842 173,859
    930 SH VIATRIS INC COMMON 1,371 17,428
    15200 SH VANGUARD 500 INDEX FUND 564,961 5,267,864
    1543.925 SH VANGUARD TOTAL STOCK MARKET INDEX FUND 100,000 146,271
    2908.016 SH VANGUARD TOTAL INTERNATIONAL STOCK MARKET INDEX FUND 90,000 94,394

    TY 2020 OtherExpensesSchedule
    Name:
    THE ALLYN FOUNDATION INC
    EIN:
    23-7025589
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAIL 240 120 120 120
    OFFICE SUPPLIES 68 34 34 34
    INVESTMENT FEES 89 45 45 44
    FILING FEES 25 12 12 13
    Amortization 0 0 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ALLYN FOUNDATION INC
    EIN:
    23-7025589
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONE 0 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ALLYN FOUNDATION INC
    EIN:
    23-7025589
    Description Amount
    SECURITY SALE GAIN 127,365


    TY 2020 TaxesSchedule
    Name:
    THE ALLYN FOUNDATION INC
    EIN:
    23-7025589
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 FORM 990-PF FINAL PAYMENT 2,044 0 0 0
    2020 FORM 990-PF ESTIMATED TAX 8,000 0 0 0
    2020 DELAWARE FRANCHISE TAX 25 0 0 0
    2020 FOREIGN TAXES WITHHELD 185 185 185 0