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
ALCOHOLIC BEVERAGE MEDICAL RESEARCH
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1200-C AGORA DRIVE NO 310
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEL AIR, MD21014
A Employer identification number

52-1234277
B Telephone number (see instructions)

(410) 821-7066
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$4,125,559
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 52,519 52,519  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 214,091
b Gross sales price for all assets on line 6a 2,358,947
7 Capital gain net income (from Part IV, line 2)... 214,091
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 266,610 266,610  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 46,500 0   46,500
15 Pension plans, employee benefits....... 19,970 0   19,970
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 42,870 21,435   21,435
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,149 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 30,449 9,726   20,723
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 147,938 31,161   108,628
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 247,938 31,161   208,628
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,672
b Net investment income (if negative, enter -0-) 235,449
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............. 231,001    
2 Savings and temporary cash investments......... 109,131 150,003 150,003
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) 155,984 Click to see attachment153,730 166,207
b Investments—corporate stock (attach schedule)....... 2,454,482 Click to see attachment2,627,936 3,584,662
c Investments—corporate bonds (attach schedule)....... 42,682 Click to see attachment31,081 32,038
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 154,373 Click to see attachment162,197 191,005
14 Land, buildings, and equipment: basis bullet2,711
Less: accumulated depreciation (attach schedule) bullet2,711      
15 Other assets (describe bullet) Click to see attachment1,644 Click to see attachment1,644 Click to see attachment1,644
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,149,297 3,126,591 4,125,559
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) Click to see attachment6,099 Click to see attachment9,990
23 Total liabilities (add lines 17 through 22)......... 6,099 9,990
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........... 2,990,146 2,963,549
25 Net assets with donor restrictions............ 153,052 153,052
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    
29 Total net assets or fund balances (see instructions)..... 3,143,198 3,116,601
30 Total liabilities and net assets/fund balances (see instructions). 3,149,297 3,126,591
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
3,143,198
2
Enter amount from Part I, line 27a .....................
2
18,672
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,161,870
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
45,269
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,116,601
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 P    
b
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 2,358,947   2,144,856 214,091
b
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       214,091
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 2 214,091
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 3,273
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 3,273
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 3,273
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,847
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,847 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    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 addressbulletWWW.ABMRF.ORG
    14
    The books are in care ofbulletJANET L HANRATTY Telephone no.bullet (410) 821-7066

    Located atbullet1200-C AGORA DRIVE NO 310BEL AIRMD ZIP+4bullet21014
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MACK C MITCHELL JR MD PRESIDENT
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    BRUCE M AMBLER CHAIR
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    RAYMOND F ANTON JR MD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    DAVID BRENNER MD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    KATHY CASSO TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    THOMAS COLLIER MD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    IVAN DIAMOND MD PHD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    R STUART DICKSON TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    LUKE HARFORD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    STEPHEN HINDY TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    ARTHUR KLATSKY MD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    LOUIS G LANGE MD PHD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    STEVEN W LESLIE PHD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    JAMES G MARTIN PHD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    CRAIG PURSER TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    TIMOTHY SCULLY JR TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    JOHN SLEEMAN TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    HELENE R WHITE PHD TRUSTEE
    1.00
    0 0 0
    1200-C AGORA DRIVE 310
    BEL AIR,MD21014
    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 SPONSORS CONFERENCES AND SCIENTIFIC MEETINGS THAT FURTHER THE KNOWLEDGE ON THE USE AND ABUSE OF ALCOHOL. 100,000
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,530,433
    b
    Average of monthly cash balances.......................
    1b
    119,628
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,644
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,651,705
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,651,705
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    54,776
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,596,929
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    179,846
    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
    179,846
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,273
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,273
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    176,573
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    176,573
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    176,573
    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
    208,628
    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
    208,628
    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
    208,628
    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 7 176,573
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 82,497
    d From 2018...... 2,075
    e From 2019...... 21,158
    fTotal of lines 3a through e........ 105,730
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 208,628
    a Applied to 2019, but not more than line 2a 0
    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..... 176,573
    e Remaining amount distributed out of corpus 32,055
    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 5 137,785
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    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 ......
    137,785
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 82,497
    c Excess from 2018.... 2,075
    d Excess from 2019.... 21,158
    e Excess from 2020.... 32,055
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    GORDON RESEARCH CONFERENCE
    512 LIBERTY LANE
    WEST KINGSTON,RI02892
    NONE PC CONFERENCE SUPPORT 50,000
    RESEARCH SOCIETY ON ALCOHOLISM
    7801 NORTH LAMAR BOULEVARD SUITE
    D-89
    AUSTIN,TX78752
    NONE PC CONFERENCE SUPPORT 50,000
    Total .................................bullet 3a 100,000
    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 ...........
             
    4 Dividends and interest from securities....     14 52,519  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 214,091  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 266,610 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    266,610
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 42,870 21,435   21,435

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPLE INC SR UNSECURED 14,868 15,734
    WELLS FARGO & CO SR UNSECURED 16,213 16,304

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCELERON PHARMA INC 7,257 10,747
    ARGENX SE 5,318 11,175
    ARROWHEAD PHARMACEUTICALS INC 3,176 16,650
    ATRICURE INC 11,823 15,643
    AXONICS MODULATION TECHNOLOGIES INC 14,114 15,775
    AXSOME THERAPEUTICS INC 6,488 7,984
    AZEK CO INC CL A 11,332 12,612
    BIOHAVEN PHARMACEUTICAL HOLDING CO LTD 5,739 7,885
    BJ'S WHOLESALE CLUB HOLDINGS INC 11,993 17,783
    BLUEPRINT MEDICINES CORP 7,365 8,523
    BURLINGTON STORES INC 2,612 13,339
    CASELLA WASTE SYS INC 15,124 26,700
    CERENCE INC 8,136 22,508
    COLFAX CORP 11,328 11,969
    CONMEND CORPORATION 16,820 22,176
    CONSTRUCTION PARTNERS 5,059 8,442
    CORESITE REALTY CORP 14,842 14,658
    CUBIC CORPORATION COMMON 16,747 15,820
    DESCARTES SYS GROUP INC 9,979 18,655
    EMERGENT BIOSOLUTIONS 15,734 14,246
    ENVEST INC 11,763 19,585
    EPAM SYSTEMS INC 2,027 22,934
    EURONET WORLDWIDE INC 9,853 17,970
    EVERBRIDGE INC 5,355 8,646
    FIVE BELOW INC 13,627 27,647
    FIVE9 INC 18,091 46,216
    FRONTDOOR INC 13,531 14,009
    GROCERY OUTLET HOLDING CORP 11,636 13,777
    HALOZYME THERAPEUTICS INC 11,791 18,963
    HERON THERAPEUTICS INC 11,113 13,651
    HORIZON THERAPEUTICS PLC 11,758 20,116
    INSMED INC 6,281 7,723
    INSPIRE MEDICAL SYSTEMS INC COM 8,881 23,887
    INSULET CORP 4,207 12,270
    JOHN BEAN TECHNOLOGIES CORP 15,867 15,145
    KINSALE CAPITAL GRP INC 5,294 9,606
    LATTICE SEMICONDUCTOR CORP 8,586 22,039
    LHC GROUP LLC 14,408 26,238
    LIGAND PHARMACEUTICALS CLASS B 7,311 7,658
    LITTLEFUSE INC 13,796 19,354
    LKQ CORPORATION 1,786 12,933
    MERCURY SYSTEMS INC 11,734 13,737
    MESA LABS INC 7,441 8,886
    NATIONAL VISION HOLDINGS 13,655 20,381
    NEOGENOMICS INC 15,197 36,127
    NOMAD FOODS LTD 19,786 27,021
    OLLIE'S BARGAIN OUTLET HOLDINGS INC 8,304 23,795
    ONMICELL INC 1,826 14,162
    ORTHOPEDIATRICS CORP 6,609 5,651
    OYSTER POINT PHARMA INC 5,935 3,425
    PALOMAR HOLDINGS INC 9,475 12,349
    PENUMBRA INC 7,304 12,075
    PERFICIENT INC 9,050 16,439
    POOL CORP 5,681 28,683
    RBC BEARINGS INC 13,147 14,502
    REDFIN CORP 6,689 9,608
    REPAY HOLDINGS CORP CL A 11,900 12,617
    SAIA INC 8,950 20,973
    SCHRODINGER INC 12,539 15,519
    SITEONE LANDSCAPE SUPPLY INC 9,638 20,781
    TERRENO REALTY CORP 12,604 18,606
    TRAVER THERAPEUTICS INC 5,598 7,931
    UPLAND SOFTWARE INC 16,610 16,383
    VERACYTE INC 8,931 14,535
    WEX INC 9,634 26,459
    YETI HOLDINGS INC 8,057 23,417
    ZYNEX INC 11,118 7,080
    ABB LTD-SPONS ADR 12,989 14,148
    ALLIANZ SE 13,805 18,438
    BANCO SANTANDER CENT HISPANO SPON ADR 12,020 17,525
    BP PLC SPONS ADR 8,971 11,922
    CHINA MOBILE LTD 12,996 11,416
    CK HUTCHISON 17,095 19,405
    COMPAGNIE DE ST-GOBAIN-UNSPON ADR 18,176 21,223
    CONTINENTAL AG SPON ADR 17,327 22,948
    DENSO CORPORATION 3,156 3,406
    ENEL SOCIETA PER AZIONI 18,073 21,244
    ENI S P A ADR 7,791 11,124
    FUJIFILM HLDGS CORP ADR 17,250 17,526
    GLAXOSMITHKLINE PLC-ADR 24,746 21,749
    HONDA MOTOR LTD NEW AMERICAN SHARES 15,311 17,911
    KINGFISHER PLC-SPONS ADR 16,965 15,986
    KYOCERA CORP-ADR 18,093 18,557
    LLOYDS BANKING GROUP PLC 11,428 15,555
    MITSUBISHI ELECTRIC CORP 16,098 18,641
    NATURGY ENERGY GRP ADR SA UNSPON 5,135 5,798
    NIPPON TELEGRAPH & TELEPHONE CORP 14,504 16,911
    NOVARTIS AG 11,555 13,409
    QBE INSURANCE GROUP LTD SPONSORED ADR 7,620 8,215
    ROYAL DUTCH SHELL PLC 11,447 16,637
    SANOFI ADR 17,855 18,416
    SINGAPORE TELECOMMUNICATIONS-ADR 6,131 6,856
    SONY CORP ADR NEW 6,542 13,851
    SSE PLC SPONSORED ADR 18,447 21,844
    TAIWAN SEMICONDUCTOR 19,231 24,316
    TAKEDA ADR PHARMACEUTICAL CO LTD 19,013 20,530
    TELIA COMPANY AB 15,296 15,667
    TESCO PLC 17,312 20,355
    TOKIO MARINE HOLDING 16,210 18,195
    UNITED OVERSEAS BK LTD 14,478 16,709
    WH GRP LTD 16,377 16,663
    WPP PLC NEW 8,632 11,411
    ZUIRCH INSURANCE GROUP 6,870 8,064
    A O SMITH 8,312 8,771
    ABBOTT LABORATORIES 2,549 8,321
    ALCON INC 8,125 9,105
    AMDOCS LTD 7,365 8,724
    AMERICAN EXPRESS COMPANY 7,721 9,189
    ANALOG DEVICES INC 3,150 10,932
    APPLE INC 97,808 158,299
    BERKLEY W R CORPORATION 7,158 8,767
    BERKSHIRE HATHAWAY INC 5,507 9,970
    BOEING CO 7,410 11,987
    BOOZ ALLEN HAMILTON HOLDING CO 7,156 8,631
    BOSTON SCIENTIFIC CORP 5,135 7,262
    BWX TECHNOLOGIES CO 3,445 8,258
    CHUBB LTD 7,507 9,235
    COMCAST CORP NEW CL A 3,389 9,222
    CORTEV INC 7,825 11,461
    DOLLAR GENERAL CORP 6,230 8,833
    EATON CORP PLC 4,030 8,410
    ENTERGY CORP NEW 5,921 7,788
    EVEREST RE GROUP LTD 7,616 7,725
    FIDELITY NATIONAL INFORMATION SVCS 8,553 8,063
    FIRST AMERICAN FINL CORP 7,177 7,951
    FISERV INC 8,220 8,995
    GARTNER INC NEW 5,746 8,971
    HAEMONETICS CORP MASS 8,121 10,806
    HASBRO INC 8,441 8,232
    HEXCEL CORP NEW 12,037 10,862
    HOST HOTELS & RESORTS 7,430 9,436
    HUDSON PACIFIC PPTYS INC 6,784 7,086
    HUNTSMAN CORP 7,358 9,201
    ISHARES ETF 7-10 YR TREASURY BOND 34,307 34,426
    ISHARES ETF 3-7 YR TREASURY BOND 40,217 40,160
    ISHARES MBS 22,063 21,916
    JOHNSON & JOHNSON 6,247 11,804
    JPMORGAN CHASE & CO 8,366 10,293
    KANSAS CITY SOUTHERN NEW 8,078 9,186
    LAMAR ADVERTISING CO NEW CLASS A 4,285 5,326
    LAUDER ESTEE COS INC 7,049 11,446
    LOWES COMPANIES INC 6,694 9,952
    M&T BANK CORP 10,982 8,784
    MARATHON PETROLEUM CORP 8,385 6,245
    MARRIOTT INTL INC NEW CL A 4,314 4,353
    MEDTRONIC PLC 6,076 9,488
    MICROSOFT CORP 39,611 48,043
    MONDELEZ INTL INC 5,945 8,887
    NISOURCE INC 8,551 7,066
    NUVASIVE INC 5,762 6,196
    PAYPAL HOLDINGS INC 25,980 33,725
    PEPSICO INCORPORATED 5,230 8,898
    PFIZER INCORPORATED 5,904 7,620
    PIONEER NAT RES CO 10,699 8,542
    PROCTOR & GABLE CO 5,274 9,183
    PROGRESSIVE CORP OHIO 16,859 19,084
    RAYTHEON TECHNOLOGIES 8,676 8,796
    ROSS STORES INC 24,025 32,545
    SS&C TECHNOLOGIES HLDGS 8,252 11,422
    STORE CAPITAL CORP 4,578 6,660
    SYSCO CORPORATION 2,996 5,272
    TE CONNECTIVITY LTD 8,486 12,228
    TEX PAC LAND TR SUB SH 10,107 12,359
    ULTA BEAUTY INC 8,168 10,051
    VANGUARD INTERMEDIATE ETF TERM CORP BOND 37,648 40,799
    VANGUARD MALVERN FDS ETF 27,055 27,492
    VANGUARD SHORT TERM ETF 30,790 31,585
    VANGUARD SHORT TERM ETF CORP BD 38,705 40,376
    VERIZON COMMUNICATIONS 9,525 11,633
    VIATRIS INC 4,132 4,516
    WALMART INC 4,617 9,226
    WOODWARD INC 5,026 9,358
    ZIMMER BIOMET HOLDINGS 4,444 9,399
    ADVANCED MICRO DEVICES INC 12,349 24,211
    AGILENT TECH INC 14,600 17,181
    ALIGN TECH INC 4,554 8,016
    ALPHABET INC 4,427 5,258
    ALTICE USA INC 6,330 8,559
    AMAZON COM INC 58,571 107,479
    AMETEK INC NEW 6,201 10,401
    AUTODESK INC 11,797 18,015
    AVERY DENNISON CORP 5,430 7,445
    CADENCE DESIGN SYSTEMS INC 8,752 13,097
    CHURCH & DWIGHT INC 5,712 6,542
    CONSTELLATION BRANDS INC CL A 15,434 17,962
    COSTAR GROUP INC 7,676 8,319
    CROWN HOLDINGS INC 7,643 11,523
    CSX CORP 14,706 19,239
    DANAHER CORP 20,626 22,214
    DARDEN RESTAURANTS 7,239 11,555
    DEXCOM INC 13,157 14,049
    ELI LILLY & CO 28,607 34,612
    ENTEGRIS INC 4,658 5,189
    EXACT SCIENCES CORP 9,304 10,997
    EXPEDIA INC 10,552 12,313
    FACEBOOK INC CLASS A 49,844 67,197
    GLOBAL PAYMENTS INC 10,514 12,279
    HUMANA INC 11,450 16,001
    INTUIT INC 22,858 34,566
    LAM RESEARCH CORP 8,852 15,113
    MONOLITHIC POWER SYSTEMS INC 9,806 12,452
    O'RIELLY AUTOMOTIVE INC 15,584 20,366
    PAYCOM SOFTWARE INC 10,489 15,829
    PHILIP MORRIS INTERNATIONAL INC 25,451 26,576
    QUALCOMM INC 22,376 22,394
    RINGCENTRAL INC CLASS A 15,607 20,843
    ROPER TECHNOLOGIES INC 11,038 14,226
    S&P GLOBAL INC 11,093 15,122
    SBA COMMUNICATIONCS CORP NEW CL A 14,903 14,671
    SERVICENOW INC 18,485 24,219
    SNAP INC 7,937 13,970
    SPOTIFY TECHNOLOGY S A 10,157 11,957
    TAKE-TWO INTERACTIVE SOFTWARE INC 17,064 22,441
    TANDEM DIABETES CARE INC 6,172 5,454
    TWILIO INC 13,745 18,618
    VEEVA SYSTEMS INC CL A 5,323 5,173
    VISA INC CLASS A 35,618 50,308
    WASTE CONNECTIONS INC 2,360 2,359
    ZEBRA TECHNOLOGIES CORP CL A 5,246 6,149

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    US Government Securities - End of Year Book Value:

    153,730
    US Government Securities - End of Year Fair Market Value:

    166,207
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BRANDES SEPARATELY MANAGED ACCT FMV 162,197 191,005

    TY 2020 OtherAssetsSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 1,644 1,644 1,644


    TY 2020 OtherDecreasesSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Description Amount
    ADJUSTMENT FOR UNREALIZED GAINS/LOSSES 45,269


    TY 2020 OtherExpensesSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 13,793 3,448   10,345
    DATABASE SERVICE 2,421 0   2,421
    WEBSITE/INTERNET 3,359 840   2,519
    INSURANCE 10,876 5,438   5,438


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 6,099 9,990


    TY 2020 TaxesSchedule
    Name:
    ALCOHOLIC BEVERAGE MEDICAL RESEARCH
     
    FOUNDATION
    EIN:
    52-1234277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 8,149 0   0