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
NELSON B DELAVAN FOUND PART A XXXXX9000
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

16-6260274
B Telephone number (see instructions)

(800) 496-2583
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,553,810J 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... 112,309 112,309  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,314
b Gross sales price for all assets on line 6a 1,820,657
7 Capital gain net income (from Part IV, line 2)... 59,314
8 Net short-term capital gain......... 0
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........ 171,623 171,623  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,165 32,765   27,400
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,354 2,699   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,769 35,464 0 27,650
25 Contributions, gifts, grants paid....... 323,353 323,353
26 Total expenses and disbursements. Add lines 24 and 25 391,122 35,464 0 351,003
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -219,499
b Net investment income (if negative, enter -0-) 136,159
c Adjusted net income (if negative, enter -0-)... 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............. 66,242 61,960 61,960
2 Savings and temporary cash investments......... 65,230 69,441 69,441
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,139,821 Click to see attachment2,801,809 4,177,677
c Investments—corporate bonds (attach schedule)....... 828,743 Click to see attachment935,434 983,226
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 248,622 Click to see attachment259,468 261,506
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,348,658 4,128,112 5,553,810
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 4,348,658 4,128,112
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)..... 4,348,658 4,128,112
30 Total liabilities and net assets/fund balances (see instructions). 4,348,658 4,128,112
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,348,658
2
Enter amount from Part I, line 27a .....................
2
-219,499
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,700
4
Add lines 1, 2, and 3 ..........................
4
4,136,859
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,747
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,128,112
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 712.19 CRM LNG/SHRT OPPORT-INST   2016-08-19 2020-01-09
b 1434.787 CRM LNG/SHRT OPPORT-INST   2016-12-14 2020-01-09
c 746.414 CRM LNG/SHRT OPPORT-INST   2016-08-19 2020-01-16
d 1883.754 CRM LNG/SHRT OPPORT-INST   2016-12-14 2020-01-16
e 744.696 EQUINOX IMP SYSTEM MACRO-I   2016-02-04 2020-01-16
1917.727 EQUINOX IMP SYSTEM MACRO-I   2016-02-04 2020-01-16
145.988 BLACKROCK EVNT DRVN EQ-INST   2019-12-09 2020-01-22
181.01 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-14 2020-01-22
224.657 FIDELITY 500 INDEX-INST PRM   2019-08-23 2020-01-22
581.274 FIDELITY 500 INDEX-INST PRM     2020-01-22
10. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-14 2020-01-22
42. ISHARES CORE MSCI EAFE ETF   2018-01-24 2020-01-22
70. ISHARES MSCI JAPAN ETF   2016-12-16 2020-01-22
35. JPM BTABLDRS DEV ASIA X-JPN   2018-09-05 2020-01-22
241. JPMORGAN BETABUILDERS CANADA   2018-08-16 2020-01-22
5. JPMORGAN BETABUILDERS EUROPE ETF   2018-09-05 2020-01-22
143. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-02 2020-01-22
264.217 JPMORGAN CORE BOND FUND ULTRA   2019-09-27 2020-01-22
97.874 NEUBERGER BERMAN LONG SH-INS   2020-01-16 2020-01-22
1724.76 SIX CIRCLES US UNCONSTR EQ   2019-04-02 2020-01-22
565.15 SIX CIRCLES INTL UNCON EQ   2019-04-02 2020-01-22
219.456 VANGUARD TTL INTL BND-ADM   2019-09-24 2020-01-22
223. ISHARES MSCI JAPAN ETF   2016-12-16 2020-02-11
673. JPMORGAN BETABUILDERS JAPAN ETF     2020-02-11
526. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-19 2020-02-11
209. ISHARES CORE MSCI EAFE ETF     2020-03-06
546. ISHARES CORE MSCI EAFE ETF     2020-03-06
1567. ISHARES CORE MSCI EAFE ETF     2020-03-10
606. JPMORGAN BETABUILDERS EUROPE ETF   2018-07-12 2020-03-10
498. JPMORGAN BETABUILDERS EUROPE ETF   2018-07-12 2020-03-10
313.98 FIDELITY 500 INDEX-INST PRM   2020-03-06 2020-03-16
774.507 FIDELITY 500 INDEX-INST PRM   2020-03-10 2020-03-16
228. ISHARES MISCI EAFE INDEX FUND     2020-03-18
295. ISHARES CORE MSCI EAFE ETF   2017-06-29 2020-03-18
524. ISHARES CORE MSCI EAFE ETF   2019-08-07 2020-03-18
132. JPMORGAN BETABUILDERS EUROPE ETF   2018-07-12 2020-03-18
316. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-12 2020-03-18
1015. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-12 2020-03-18
32. ISHARES TR 20+ TREAS INDEX FD   2019-09-19 2020-03-27
146. ISHARES US TREASURY BOND ETF   2020-03-06 2020-03-27
24. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-14 2020-04-24
294. ISHARES US TREASURY BOND ETF   2020-03-06 2020-04-24
423.939 FIDELITY 500 INDEX-INST PRM   2018-10-25 2020-04-27
257.193 FIDELITY 500 INDEX-INST PRM     2020-04-27
64. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-14 2020-04-27
914. ISHARES US TREASURY BOND ETF   2020-03-11 2020-04-27
271. ISHARES TR 7-10 YR TREAS INDEX FD     2020-05-07
98. ISHARES TR 7-10 YR TREAS INDEX FD     2020-05-08
445.009 JPMORGAN CORE BOND FUND ULTRA     2020-05-08
221.986 JPMORGAN CORE BOND FUND ULTRA   2019-09-27 2020-05-08
285.339 VANGUARD TTL INTL BND-ADM   2019-09-24 2020-05-08
974.984 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-14 2020-06-01
151.943 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-07 2020-06-01
2354.382 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-17 2020-06-01
107.655 FIDELITY 500 INDEX-INST PRM   2018-10-24 2020-06-10
62.736 FIDELITY 500 INDEX-INST PRM   2020-03-06 2020-06-10
413.921 FIDELITY 500 INDEX-INST PRM   2018-10-25 2020-06-10
2595.013 SIX CIRCLES US UNCONSTR EQ   2019-04-12 2020-06-10
520.636 SIX CIRCLES US UNCONSTR EQ   2019-04-02 2020-06-10
170.126 VANGUARD TTL INTL BND-ADM     2020-06-10
225. ISHARES CORE MSCI EAFE ETF     2020-07-06
1673.617 JPMORGAN CORE BOND FUND ULTRA     2020-08-17
763.189 JPMORGAN CORE BOND FUND ULTRA   2019-11-22 2020-08-17
5516.602 JPMORGAN CORE BOND FUND ULTRA     2020-08-17
1567.515 VANGUARD TTL INTL BND-ADM     2020-08-17
194.462 VANGUARD TTL INTL BND-ADM   2018-07-17 2020-08-17
318.264 VANGUARD TTL INTL BND-ADM   2020-03-06 2020-08-17
129.13 FIDELITY 500 INDEX-INST PRM     2020-08-20
44. ISHARES CORE MSCI EAFE ETF   2017-06-29 2020-08-20
196.723 SIX CIRCLES US UNCONSTR EQ     2020-08-20
239.127 SIX CIRCLES US UNCONSTR EQ   2019-08-23 2020-08-20
1131.731 JPMORGAN CORE BOND FUND ULTRA     2020-09-21
3021.554 JPMORGAN CORE BOND FUND ULTRA   2018-10-03 2020-09-21
2953.896 VANGUARD TTL INTL BND-ADM   2018-07-17 2020-09-21
342.281 VANGUARD TTL INTL BND-ADM     2020-09-21
1232.431 VANGUARD TTL INTL BND-ADM     2020-09-21
499.719 FIDELITY 500 INDEX-INST PRM   2020-09-21 2020-09-30
85. ISHARES MISCI EAFE INDEX FUND   2013-07-10 2020-09-30
380.03 JPMORGAN CORE BOND FUND ULTRA   2018-10-03 2020-09-30
426.962 NEUBERGER BERMAN LONG SH-INS   2020-01-16 2020-09-30
1806.168 SIX CIRCLES US UNCONSTR EQ   2019-04-12 2020-09-30
503.629 SIX CIRCLES GLOBAL BOND   2020-08-17 2020-09-30
309.538 VANGUARD TTL INTL BND-ADM   2018-07-17 2020-09-30
135.791 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-07 2020-10-14
197.634 FIDELITY 500 INDEX-INST PRM   2020-09-21 2020-10-14
92. ISHARES CORE MSCI EAFE ETF   2017-06-29 2020-10-14
509.464 SIX CIRCLES US UNCONSTR EQ   2018-10-24 2020-10-14
. WELLS FARGO & CO NEW     2020-10-14
645. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-12 2020-10-21
853. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-12 2020-10-21
1429.619 VANGUARD TTL INTL BND-ADM     2020-10-21
130. VANGUARD TOTAL INTL BOND ETF   2020-10-12 2020-10-21
470. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-02 2020-10-23
1066.206 JPMORGAN CORE BOND FUND ULTRA     2020-10-30
1387.22 SIX CIRCLES ULTR SHRT DUR   2018-10-24 2020-10-30
2812.745 JPMORGAN CORE BOND FUND ULTRA     2020-11-02
394.767 JPMORGAN CORE BOND FUND ULTRA   2020-10-12 2020-11-02
363.483 SIX CIRCLES ULTR SHRT DUR   2020-10-12 2020-11-02
3408.567 SIX CIRCLES ULTR SHRT DUR   2018-10-24 2020-11-02
1718.731 VANGUARD TTL INTL BND-ADM     2020-11-02
654.713 VANGUARD TTL INTL BND-ADM   2019-02-04 2020-11-02
4691.439 PGIM HIGH YIELD-Q   2020-03-31 2020-11-05
13966.176 PGIM HIGH YIELD-Q     2020-11-09
. PFIZER INC     2020-11-19
. PFIZER INC     2020-11-19
238. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-12 2020-12-16
1454. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-10 2020-12-16
72. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-02 2020-12-17
319. JPMORGAN BETABUILDERS EUROPE ETF     2020-12-17
29. JPMORGAN BETABUILDERS EUROPE ETF   2020-07-06 2020-12-17
204. JPMORGAN BETABUILDERS EUROPE ETF   2019-04-02 2020-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 7,186   7,129 57
b 14,477   14,276 201
c 7,494   7,472 22
d 18,913   18,743 170
e 7,320   7,790 -470
18,851   20,059 -1,208
1,419   1,454 -35
1,935   1,946 -11
25,898   22,288 3,610
67,009   54,903 12,106
1,117   1,045 72
2,761   2,960 -199
4,179   3,512 667
929   859 70
6,406   5,897 509
128   121 7
3,668   3,430 238
3,163   3,168 -5
1,473   1,472 1
19,783   17,593 2,190
5,465   5,307 158
5,001   5,168 -167
13,306   11,189 2,117
16,603   16,149 454
12,976   12,618 358
12,099   13,039 -940
31,558   33,469 -1,911
86,597   96,380 -9,783
12,932   15,023 -2,091
10,645   12,345 -1,700
26,098   32,472 -6,374
64,377   77,683 -13,306
10,588   13,496 -2,908
12,712   18,002 -5,290
22,580   30,837 -8,257
2,140   3,272 -1,132
5,122   7,679 -2,557
16,748   24,665 -7,917
5,366   4,491 875
4,101   4,070 31
2,931   2,508 423
8,284   8,197 87
42,330   40,117 2,213
25,681   25,693 -12
7,775   6,689 1,086
25,628   25,205 423
33,037   28,324 4,713
11,909   10,243 1,666
5,420   5,234 186
2,704   2,662 42
6,520   6,720 -200
9,233   10,481 -1,248
1,439   1,620 -181
22,296   25,310 -3,014
11,948   10,001 1,947
6,962   6,488 474
45,937   39,169 6,768
30,180   26,651 3,529
6,055   5,310 745
3,901   3,993 -92
13,270   13,744 -474
20,870   18,950 1,920
9,517   9,143 374
68,792   63,406 5,386
36,335   36,835 -500
4,508   4,268 240
7,377   7,435 -58
15,191   11,855 3,336
2,669   2,685 -16
2,445   1,867 578
2,972   2,379 593
14,124   12,633 1,491
37,709   33,660 4,049
68,767   64,838 3,929
7,968   7,961 7
28,691   27,028 1,663
58,502   57,058 1,444
5,430   4,988 442
4,724   4,234 490
6,904   6,422 482
22,396   18,549 3,847
5,127   5,132 -5
7,194   6,794 400
1,355   1,448 -93
23,924   22,566 1,358
5,680   5,614 66
6,572   4,835 1,737
21     21
14,964   15,674 -710
19,816   20,728 -912
33,353   31,281 2,072
7,576   7,575 1
10,931   11,274 -343
13,168   11,874 1,294
13,928   13,886 42
34,822   31,315 3,507
4,887   4,903 -16
3,649   3,653 -4
34,222   34,120 102
40,098   37,572 2,526
15,274   14,325 949
25,240   22,097 3,143
75,976   66,552 9,424
75     75
71     71
6,252   5,783 469
38,194   33,392 4,802
1,903   1,727 176
8,442   7,645 797
768   665 103
5,399   4,889 510
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
      21,322
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       57
b       201
c       22
d       170
e       -470
      -1,208
      -35
      -11
      3,610
      12,106
      72
      -199
      667
      70
      509
      7
      238
      -5
      1
      2,190
      158
      -167
      2,117
      454
      358
      -940
      -1,911
      -9,783
      -2,091
      -1,700
      -6,374
      -13,306
      -2,908
      -5,290
      -8,257
      -1,132
      -2,557
      -7,917
      875
      31
      423
      87
      2,213
      -12
      1,086
      423
      4,713
      1,666
      186
      42
      -200
      -1,248
      -181
      -3,014
      1,947
      474
      6,768
      3,529
      745
      -92
      -474
      1,920
      374
      5,386
      -500
      240
      -58
      3,336
      -16
      578
      593
      1,491
      4,049
      3,929
      7
      1,663
      1,444
      442
      490
      482
      3,847
      -5
      400
      -93
      1,358
      66
      1,737
      21
      -710
      -912
      2,072
      1
      -343
      1,294
      42
      3,507
      -16
      -4
      102
      2,526
      949
      3,143
      9,424
      75
      71
      469
      4,802
      176
      797
      103
      510
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 59,314
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,893
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 1,893
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 1,893
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,328
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,328
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 2,435
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,896 RefundedBullet 11 539
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)
    bulletNY
    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 ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		60,165    
    10 S DEARBORN ST MC IL 1-0111
    CHICAGO,IL60603
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,872,965
    b
    Average of monthly cash balances.......................
    1b
    126,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,999,084
    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
    4,999,084
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74,986
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,924,098
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    246,205
    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
    246,205
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,893
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,893
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    244,312
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    244,312
    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
    244,312
    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
    351,003
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    351,003
    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
    351,003
    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 7 244,312
    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...... 291,902
    b From 2016...... 192,659
    c From 2017...... 172,185
    d From 2018...... 190,568
    e From 2019...... 141,690
    fTotal of lines 3a through e........ 989,004
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 351,003
    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..... 244,312
    e Remaining amount distributed out of corpus 106,691
    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 1,095,695
    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) ...     		291,902
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		803,793
    10 Analysis of line 9:
    a Excess from 2016.... 192,659
    b Excess from 2017.... 172,185
    c Excess from 2018.... 190,568
    d Excess from 2019.... 141,690
    e Excess from 2020.... 106,691
    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 e-mail address of the person to whom applications should be addressed:
    JPMORGAN CHASE BANK NA
    ONE CHASE SQUARE
    ROCHESTER,NY14643
    (585) 797-1925
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    GRANTS MADE THROUGHOUT THE YEAR. MOST ARE REVIEWED FEB. 1 - MARCH 15 AND SEP. 15 - OCT 15.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED
    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
    DACOR BACON HOUSE FOUNDATION
    1801 F ST NW
    WASHINGTON,DC20006     		NONE PC GENERAL 5,000
    HUMANE RESCUE ALLIANCE
    1201 NEW YORK AVE NE
    WASHINGTON,DC20002     		NONE PC GENERAL 110,000
    EDITH B FORD MEM LIBRARY OF OVID NY
    PO BOX 410
    OVID,NY14521     		NONE PC GENERAL 2,500
    INTERLAKEN PUBLIC LIBRARY
    PO BOX 105
    INTERLAKEN,NY14847     		NONE PC GENERAL 2,150
    SCHWEINFURTH MEMORIAL ARTS CENTER
    205 GENESEE ST
    AUBURN,NY13021     		NONE PC GENERAL 5,000
    WAYNE COUNTY COUNCIL FOR
    THE ARTS
    108 W MILLES ST
    NEWARK,NY14513     		NONE PC GENERAL 3,500
    LODI HISTORICAL SOCIETY
    PO BOX 279
    LODI,NY14860     		NONE PC GENERAL 1,041
    SENECA MUSEUM OF WATERWAYS AND INDU
    89 FALL ST
    SENECA FALLS,NY13148     		NONE PC GENERAL 5,000
    TRUMANSBURG AFTER SCHOOL PROGRAM IN
    100 WHIG ST
    TRUMANSBURG,NY14886     		NONE PC GENERAL 1,250
    COLLEGETRACKS
    5126 MANNING DRIVE
    BETHESDA,MD20814     		NONE PC GENERAL 5,000
    PHELPS-CLIFTON SPRINGS COMMUNITY THEATER
    33 BANTA STREET
    PHELPS,NY14532     		NONE PC GENERAL 2,500
    ST PETERS COMMUNITY ARTS CENTER
    149 GENESEE STREET
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    LODI WHITTIER LIBRARY
    8484 SOUTH MAIN STREET
    LODI,NY14860     		NONE PC GENERAL 3,637
    HOWLAND STONE STORE MUSEUM
    2956 NY-34B
    AURORA,NY13026     		NONE PC GENERAL 5,000
    ASSOCIATION FOR DIPLOMATIC STUDIES
    4000 ARLINGTON BLVD
    ARLINGTON,VA22204     		NONE PC GENERAL 15,000
    AMERICAN ACADEMY OF DIPLOMACY
    1200 18TH ST NW
    WASHINGTON,DC20036     		NONE PC GENERAL 15,000
    SENIOR LIVING FOUNDATION
    1620 L STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL 300
    AFSA FUND FOR AMERICAN DIPLOMACY
    2101 E STREET NW
    WASHINGTON,DC20037     		NONE PC GENERAL 21,500
    COMMITTEE FOR THE REPUBLIC
    1785 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		NONE PC GENERAL 2,000
    THE WASHINGTON STAGE
    600 19TH STREET
    WASHINGTON,DC20006     		NONE PC GENERAL 2,000
    ROMULUS FOUNDATION FOR EDUCATIONAL
    5705 RT 96
    ROMULUS,NY145419551     		NONE PC GENERAL 5,000
    MACEDON PUBLIC LIBRARY
    30 W MAIN STREET
    MACEDON,NY14502     		NONE PC GENERAL 10,000
    SENECA FALLS ITS A WONDERFUL LIFE
    55 CAYUGA ST
    SENECA FALLS,NY13148     		NONE PC GENERAL 8,400
    GENEVA HISTORICAL SOCIETY
    543 S MAIN ST
    GENEVA,NY14456     		NONE PC GENERAL 1,000
    GENEVA MUSIC FESTIVAL
    47 CASTLE STREET
    GENEVA,NY14456     		NONE PC GENERAL 6,000
    SMITH CENTER FOR THE ARTS
    82 SENECA STREET
    GENEVA,NY14456     		NONE PC GENERAL 10,000
    CHRIST EPISCOPAL CHURCH
    120 W HIGH STREET
    CHARLOTTESVILLE,VA22902     		NONE PC GENERAL 3,000
    BIG BROTHERS BIG SISTERS OF GREATER ROCH
    37 S WASHINGTON ST
    ROCHESTER,NY14608     		NONE PC GENERAL 8,000
    CLYDE-SAVANNAH PUBLIC LIBRARY
    204 GLASGOW ST
    CLYDE,NY14433     		NONE PC GENERAL 4,000
    AUBURN PUBLIC THEATER INC
    8 EXCHANGE ST
    AUBURN,NY13021     		NONE PC GENERAL 5,000
    KNEISEL HALL
    36 MAIN STREET
    BLUE HILL,ME04614     		NONE PC GENERAL 5,000
    GARTH NEWEL MUSIC CENTER
    PO BOX 240
    WARM SPRINGS,VA24484     		NONE PC GENERAL 2,000
    HENRY L STIMSON CENTER
    211 CONNECTICUT AVE NW 8TH FLOOR
    WASHINGTON,DC20036     		NONE PC GENERAL 5,000
    FOREIGN SERVICE YOUTH FOUNDATION
    PO BOX 50663
    ARLINGTON,VA22205     		NONE PC GENERAL 2,000
    GENEVA LIGHT OPERA
    82 SENECA ST
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    FINGER LAKES CULTURAL AND NATURAL
    MUSEUM AND AQARIUM
    3369 GUYANOGA RD
    BRANCHPORT,NY14418     		NONE PC GENERAL 7,000
    GENEVA READS INC
    25 N MORRELL AVE
    GENEVA,NY14456     		NONE PC GENERAL 7,000
    SENECA FALLS LIBRARY
    47 CAYUGA ST
    SENECA FALLS,NY14148     		NONE PC GENERAL 5,000
    TRUMANSBURG CONSERVATORY OF FINE ARTS
    5 MCLALLEN ST
    TRUMANSBURG,NY14886     		NONE PC GENERAL 7,600
    LITERACY VOLUNTEERS OF SENECA COUNTY
    1 DIPRONIO DR
    WATERLOO,NY13165     		NONE PC GENERAL 2,000
    AMERICAN DIPLOMACY PUBLISHERS
    252 CAROLINA MEADOWS VILLA
    PITTSBORO,NC27312     		NONE PC GENERAL 2,975
    Total .................................bullet 3a 323,353
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 112,309  
    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 59,314  
    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)..   171,623  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    171,623
    (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 InvestmentsCorpBondsSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4812C0100 JPM CORE BOND FD - U 44,479 49,422
    92203J308 VANGUARD TTL INTL BN 103,887 111,780
    722005816 PIMCO INVESTMENT GRA    
    921937827 VANGUARD SHORT-TERM    
    54401E143 LORD ABBETT SHRT DUR 102,884 104,580
    83002G108 SIX CIRCLES ULTRA SH    
    464287432 ISHARES 20+ YEAR TRE 100,328 103,155
    464287440 ISHARES 7-10 YEAR TR    
    54401E218 LORD ABBETT HIGH YIE 139,774 160,191
    74440Y884 PGIM HIGH YIELD-Q 46,499 54,397
    83002G702 SIX CIRCLES GLOBAL B 197,021 197,260
    83002G884 SIX CIRCLES CREDIT O 102,269 103,307
    92206C771 VANGUARD MORTGAGE-BA 49,230 49,204
    92206C870 VANGUARD INT-TERM CO 49,063 49,930

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Name of Stock End of Year Book Value End of Year Fair Market Value
    256206103 DODGE & COX INTL STO    
    464287465 ISHARES MSCI EAFE ET 277,587 357,212
    46434G822 ISHARES MSCI JAPAN E    
    78462F103 SPDR S&P 500 ETF TRU 861,733 1,734,055
    04314H402 ARTISAN INTERNATIONA    
    413838723 OAKMARK INTERNATIONA    
    46432F842 ISHARES CORE MSCI EA    
    552746349 MFS INTL VALUE-R6    
    77956H435 T ROWE PR OVERSEAS S    
    315911750 FIDELITY 500 INDEX-I 433,949 597,435
    46641Q688 JPM BTABLDRS DEV ASI 52,747 57,421
    46641Q696 JPMORGAN BETABUILDER 146,923 165,380
    46641Q712 JPMORGAN BETABUILDER 146,972 175,644
    46641Q720 JPMORGAN BETABUILDER 48,061 54,721
    83002G306 SIX CIRCLES US UNCON 379,352 536,951
    83002G405 SIX CIRCLES INTL UNC 351,012 382,781
    46434G103 ISHARES CORE MSCI EM 103,473 116,077

    TY 2020 InvestmentsOtherSchedule2
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    12628J881 CRM LNG/SHRT OPPORT-      
    29446A710 EQUINOX IMP SYSTEM M      
    09257V508 BLACKSTONE ALT MULTI AT COST 106,647 101,597
    25264S833 DIAMOND HILL LONG/SH      
    09250J734 BLACKROCK EVNT DRVN AT COST 52,339 53,192
    64128R608 NEUBERGER BERMAN LON AT COST 48,993 53,963
    72201U638 PIMCO MRTG OPP & BND AT COST 51,489 52,754

    TY 2020 OtherDecreasesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Amount
    2020 TRANSACTION POSTED IN 2021 8,746
    ROUNDING 1


    TY 2020 OtherExpensesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FEE 250 0   250


    TY 2020 OtherIncreasesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Amount
    2019 TRANSACTION POSTED IN 2020 7,700


    TY 2020 TaxesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 327 0   0
    FEDERAL ESTIMATES - INCOME 4,328 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,528 2,528   0
    FOREIGN TAXES ON NONQUALIFIED 171 171   0