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
FUCHSG & M FDN TAI
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 52007
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85072
A Employer identification number

91-6022284
B Telephone number (see instructions)

(253) 591-2082
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$31,789,287J 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... 662,512 638,116  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 683,291
b Gross sales price for all assets on line 6a 4,082,304
7 Capital gain net income (from Part IV, line 2)... 683,291
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........ 1,345,803 1,321,407  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 212,690 159,517   53,172
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)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,604 9,250   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 5,002 4,977   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 265,296 173,744 0 54,197
25 Contributions, gifts, grants paid....... 1,336,700 1,336,700
26 Total expenses and disbursements. Add lines 24 and 25 1,601,996 173,744 0 1,390,897
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -256,193
b Net investment income (if negative, enter -0-) 1,147,663
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.............      
2 Savings and temporary cash investments......... 729,541 840,407 840,408
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)....... 14,078,360 Click to see attachment13,945,344 21,446,134
c Investments—corporate bonds (attach schedule)....... 9,173,343 Click to see attachment8,949,431 9,502,745
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 23,981,244 23,735,182 31,789,287
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........ 23,981,244 23,735,182
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)..... 23,981,244 23,735,182
30 Total liabilities and net assets/fund balances (see instructions). 23,981,244 23,735,182
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
23,981,244
2
Enter amount from Part I, line 27a .....................
2
-256,193
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,131
4
Add lines 1, 2, and 3 ..........................
4
23,735,182
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,735,182
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 1730.51 INVESCO OPPENHEIMER INT GR R6 #4676   2015-11-12 2020-01-13
b 508.47 BLACKSTONE ALTNV MLT STR FD CL I   2019-12-18 2020-01-13
c 4798.888 BLACKSTONE ALTNV MLT STR FD CL I   2015-09-23 2020-01-13
d 3639.828 LAZARD EMERG MKTS INSTL (CLOSED)#638   2007-01-25 2020-01-13
e 50. MICROSOFT CORP   2002-02-22 2020-01-13
100. PNC FINANCIAL SERVICES GROUP   2018-02-08 2020-01-13
100. AMERICAN TOWER CORP   2012-04-18 2020-02-21
2496.077 EATON VANCE GLBL MACRO ABS R6 #1072   2013-03-08 2020-02-21
150. INTERCONTINENTAL EXCHANGE INC   2018-05-02 2020-02-21
200. PHILIP MORRIS INTL COM   2009-12-23 2020-02-21
7747.724 AQR STYLE PREMIA ALT CL R6 #15289   2017-11-21 2020-02-26
10919.307 PARAMETRIC COMMOD STRAT INST # 601   2017-03-27 2020-02-26
39541.072 AQR MANAGED FUTURES STRAT R6 #15282   2014-06-04 2020-03-04
100. BOEING CO   2019-01-03 2020-03-04
4198.351 DOUBLELINE CORE FIXED INC CL I #2042   2018-03-27 2020-03-04
3725.264 PRUDENTIAL TOTAL RTRN BD CL Q   2019-12-18 2020-03-04
2221.55 WESTERN ASSET MAC OPP IS FD #5102   2019-12-18 2020-03-04
15137.641 WESTERN ASSET MAC OPP IS FD #5102   2018-05-02 2020-03-04
1880.707 PARAMETRIC COMMOD STRAT INST # 601   2017-03-27 2020-03-10
9738.853 PARAMETRIC COMMOD STRAT INST # 601   2020-01-13 2020-03-10
150. COSTCO WHOLESALE CORP   2001-04-18 2020-03-19
500. HALLIBURTON CO   2017-11-15 2020-03-19
700. SCHLUMBERGER LTD   2004-02-26 2020-03-19
5184.005 VANGUARD ULT-S/T ADMIRAL FD #592   2019-10-30 2020-03-19
800. ROYAL CARIBBEAN CRUISES LTD   2018-05-02 2020-03-19
700. VANGUARD FTSE ALL WO X-US SM CAP   2012-09-05 2020-03-26
500. OCCIDENTAL PETE CORP   2013-04-17 2020-04-17
800. ALCON INC ORD SHS   2019-12-06 2020-04-17
10781.298 BLACKSTONE ALTNV MLT STR FD CL I   2018-12-18 2020-05-06
50. AMERICAN TOWER CORP   2012-04-18 2020-05-11
14250.813 BLACKSTONE ALTNV MLT STR FD CL I   2015-12-18 2020-05-11
150. CONCHO RES INC   2018-09-07 2020-05-11
500. GILEAD SCIENCES INC   2015-07-30 2020-05-11
500. ISHARES RUSSELL MIDCAP ETF   2010-10-18 2020-05-11
700. ORACLE CORP   2010-04-26 2020-05-11
500. QUALCOMM INC   2002-02-22 2020-05-11
250. ROCKWELL AUTOMATION, INC. COMMON STO   2018-03-07 2020-05-11
451.025 VICTORY RS SM CAP GROW #279   2019-12-17 2020-05-11
400. TJX COS INC NEW   2017-01-10 2020-05-21
6679.708 INVESCO OPPENHEIMER INT GR R6 #4676   2016-03-29 2020-05-22
5477.672 LAZARD EMERG MKTS INSTL (CLOSED)#638   2007-01-25 2020-05-22
678.443 VICTORY RS SM CAP GROW #279   2019-12-17 2020-05-22
94.682 VICTORY RS SM CAP GROW #279   2019-02-25 2020-05-22
200000. UNITED STATES TREAS 2.500% 6/30/20   2018-07-30 2020-06-30
26260.193 PT-CHARITABLE INCM FD   2000-10-31 2020-07-10
50. ADOBE INC   2016-06-23 2020-07-31
50. BLACKROCK INC   2012-07-18 2020-07-31
500. GILEAD SCIENCES INC   2017-10-12 2020-07-31
500. ISHARES RUSSELL MIDCAP ETF   2010-10-18 2020-07-31
500. WELLS FARGO & CO COM   2012-01-17 2020-07-31
150. APPLE INC COM   2008-12-30 2020-08-12
500. GILEAD SCIENCES INC   2018-09-07 2020-08-12
3000. ISHARES RUSSELL MIDCAP ETF   2010-10-18 2020-11-18
100. APPLE INC COM   2008-12-30 2020-12-02
50. BLACKROCK INC   2012-07-18 2020-12-02
50. COSTCO WHOLESALE CORP   2001-04-18 2020-12-02
50. INTERCONTINENTAL EXCHANGE INC   2018-05-02 2020-12-02
1000. ISHARES RUSSELL MIDCAP ETF   2010-10-18 2020-12-02
100. JPMORGAN CHASE & CO   2008-07-23 2020-12-02
200. PAYCHEX INC   2017-05-12 2020-12-02
150. PROCTER & GAMBLE CO   2017-12-08 2020-12-02
100. REGENERON PHARMACEUTICALS INC   2019-04-12 2020-12-02
1000. SUNCOR ENERGY INC   2016-09-23 2020-12-02
100. UNITED PARCEL SERVICE CL B   2014-02-04 2020-12-02
.1972 VIATRIS INC COM   2008-07-23 2020-12-02
310. VIATRIS INC COM   2008-07-23 2020-12-02
560. VONTIER CORPORATION   2019-09-13 2020-12-02
40. VONTIER CORPORATION   2020-03-04 2020-12-02
200. APPLE INC COM   2008-12-30 2020-12-10
100. APPLIED MATLS INC   2015-05-15 2020-12-10
50. BLACKROCK INC   2012-07-18 2020-12-10
500. ISHARES RUSSELL MIDCAP ETF   2009-09-15 2020-12-10
100. SCHWAB CHARLES CORP NEW   2013-01-18 2020-12-10
100. LINDE PLC COM   2018-10-31 2020-12-10
50000. TIME WARNER NTS 4.125% 2/15/21   2013-12-09 2020-12-20
300. APPLIED MATLS INC   2015-05-15 2020-12-21
50. BLACKROCK INC   2012-07-18 2020-12-21
50. DANAHER CORP   2014-03-14 2020-12-21
100. DISNEY (WALT) COMPANY HOLDING CO   2020-03-04 2020-12-21
100. HOME DEPOT INC   2020-03-19 2020-12-21
100. JPMORGAN CHASE & CO   2008-07-23 2020-12-21
100. MICROSOFT CORP   2002-02-22 2020-12-21
100. PAYCHEX INC   2017-05-12 2020-12-21
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 77,821   62,939 14,882
b 5,456   5,420 36
c 51,492   50,148 1,344
d 68,210   76,154 -7,944
e 8,145   1,446 6,699
15,885   15,105 780
24,743   6,430 18,313
26,608   25,036 1,572
14,199   10,983 3,216
17,809   9,772 8,037
61,439   83,789 -22,350
53,614   58,964 -5,350
326,609   389,889 -63,280
27,898   31,592 -3,694
47,819   45,426 2,393
55,804   53,453 2,351
24,082   24,304 -222
164,092   165,327 -1,235
8,764   10,156 -1,392
45,383   51,519 -6,136
46,555   5,783 40,772
2,352   20,880 -18,528
8,472   22,578 -14,106
103,421   104,250 -829
17,506   68,274 -50,768
54,347   58,494 -4,147
6,538   38,632 -32,094
42,310   46,257 -3,947
100,050   111,879 -11,829
11,802   3,215 8,587
133,388   146,392 -13,004
8,684   19,619 -10,935
38,852   55,758 -16,906
24,772   11,646 13,126
37,166   18,627 18,539
40,127   7,020 33,107
47,650   45,067 2,583
34,918   35,965 -1,047
21,664   15,205 6,459
261,911   236,078 25,833
74,168   114,607 -40,439
54,228   53,331 897
7,568   7,341 227
200,000   200,000  
303,788   278,241 25,547
22,097   4,738 17,359
28,614   8,771 19,843
34,832   45,056 -10,224
28,397   11,646 16,751
12,232   15,005 -2,773
66,278   1,847 64,431
34,252   36,712 -2,460
194,875   69,878 124,997
12,298   308 11,990
35,790   8,771 27,019
19,139   1,928 17,211
5,311   3,645 1,666
66,041   23,293 42,748
12,149   4,161 7,988
18,493   11,453 7,040
20,696   13,508 7,188
50,665   38,057 12,608
16,184   26,438 -10,254
16,752   9,409 7,343
3   2 1
5,304   2,488 2,816
18,493   11,402 7,091
1,321   1,035 286
24,641   616 24,025
8,787   2,021 6,766
34,881   8,771 26,110
33,652   9,818 23,834
5,004   1,540 3,464
25,045   16,346 8,699
50,000   49,915 85
25,872   6,063 19,809
35,042   8,771 26,271
11,310   2,796 8,514
17,129   11,629 5,500
27,125   15,320 11,805
12,441   4,161 8,280
22,296   2,892 19,404
9,680   5,727 3,953
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
      70,942
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       14,882
b       36
c       1,344
d       -7,944
e       6,699
      780
      18,313
      1,572
      3,216
      8,037
      -22,350
      -5,350
      -63,280
      -3,694
      2,393
      2,351
      -222
      -1,235
      -1,392
      -6,136
      40,772
      -18,528
      -14,106
      -829
      -50,768
      -4,147
      -32,094
      -3,947
      -11,829
      8,587
      -13,004
      -10,935
      -16,906
      13,126
      18,539
      33,107
      2,583
      -1,047
      6,459
      25,833
      -40,439
      897
      227
       
      25,547
      17,359
      19,843
      -10,224
      16,751
      -2,773
      64,431
      -2,460
      124,997
      11,990
      27,019
      17,211
      1,666
      42,748
      7,988
      7,040
      7,188
      12,608
      -10,254
      7,343
      1
      2,816
      7,091
      286
      24,025
      6,766
      26,110
      23,834
      3,464
      8,699
      85
      19,809
      26,271
      8,514
      5,500
      11,805
      8,280
      19,404
      3,953
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 683,291
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 15,953
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 15,953
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 15,953
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 37,260
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 37,260
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 21,307
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,956 RefundedBullet 11 5,351
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)
    bulletWA
    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 addressbulletNONE
    14
    The books are in care ofbulletMUFG UNION BANK NA Telephone no.bullet (253) 591-2071

    Located atbullet1501 COMMERCE STREETTACOMAWA ZIP+4bullet98402
    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
    MUFG UNION BANK N A TRUSTEE
    20     		212,690    
    2825 COLBY AVE SUITE A
    EVERETT,WA98201
    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 NONE  
    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
    28,178,663
    b
    Average of monthly cash balances.......................
    1b
    672,885
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,851,548
    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
    28,851,548
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    432,773
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    28,418,775
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,420,939
    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
    1,420,939
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    15,953
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,953
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,404,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,404,986
    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
    1,404,986
    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
    1,390,897
    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
    1,390,897
    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
    1,390,897
    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 1,404,986
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,329,463
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,390,897
    a Applied to 2019, but not more than line 2a 1,329,463
    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..... 61,434
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,343,552
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALISON YEAGER
    1501 COMMERCE STREET
    TACOMA,WA98402
    (206) 591-2071
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED USING OUR APPLICATION FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    YES, SEE OUR APPLICATION FORM
    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
    FISH FOOD BANKS OF PIERCE COUNTY
    621 TACOMA AVE SOUTH SUITE 202
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 50,000
    EMERGENCY FOOD NETWORK
    3318 92ND STREET SOUTH
    LAKEWOOD,WA98499     		NONE EXEMPT CHARITABLE 100,000
    ST LEO FOOD CONNECTION
    LISA GALLEGOS DIRECTOR
    710 SOUTH 13TH STREET
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 40,000
    UNIVERSITY OF PUGET SOUND
    1500 N WARNER STREET 1094
    TACOMA,WA98416     		NONE EXEMPT CHARITABLE 50,000
    HILLTOP ARTISTS IN RESIDENCE
    PO BOX 6829
    TACOMA,WA98417     		NONE EXEMPT CHARITABLE 13,000
    NORTHWEST SINFONIETTA INC
    917 PACIFIC AVE STE 304
    TACOMA,WA98402     		N/A EXEMPT CHARITABLE 10,000
    TACOMA ART MUSEUM
    1701 PACIFIC AVE
    TACOMA,WA98402     		N/A EXEMPT CHARITABLE 10,000
    CASCADE REGIONAL BLOOD SERVICES
    PO BOX 2113
    TACOMA,WA98401     		N/A EXEMPT CHARITABLE 5,000
    CATHOLIC COMMUNITY SERVICES
    FOR TACOMA AVENUE SHELTER
    1323 SOUTH YAKIMA AVE
    TACOMA,WA984054457     		N/A EXEMPT CHARITABLE 57,600
    CHILDRENS HOME SOCIETY OF WA
    PO BOX 123
    VAUGHN,WA98394     		N/A EXEMPT CHARITABLE 5,000
    PEACE COMMUNITY CENTER
    2106 SOUTH CUSHMAN AVENUE
    TACOMA,WA98405     		N/A EXEMPT CHARITABLE 10,000
    AMERICAN LEADERSHIP FORUM OF TACOMA
    PIERCE COUNTY
    PO BOX 1914
    TACOMA,WA98401     		N/A EXEMPT CHARITABLE 9,000
    PUGET SOUND REVELS
    621 TACOMA AVE S SUITE 402
    TACOMA,WA98402     		N/A EXEMPT CHARITABLE 4,000
    SECOND CITY CHAMBER SERIES
    PO BOX 7879
    TACOMA,WA98417     		N/A EXEMPT CHARITABLE 3,000
    TACOMA LITTLE THEATRE & DRAMA LEAGUE
    210 NORTH I STREET
    TACOMA,WA98403     		N/A EXEMPT CHARITABLE 6,000
    TACOMA URBAN LEAGUE
    2550 S YAKIMA AVENUE
    TACOMA,WA98405     		N/A EXEMPT CHARITABLE 10,000
    TRINITY PRESBYTERIAN CHURCH
    1615 6TH AVENUE
    TACOMA,WA98405     		N/A EXEMPT CHARITABLE 5,000
    PACIFIC LUTHERAN UNIVERSITY
    OFFICE OF THE PRESIDENT
    HAUGE ADMINISTRATION ROOM 116
    TACOMA,WA984770003     		N/A EXEMPT CHARITABLE 48,000
    UNIVERSITY OF WASH TACOMA
    BOX 358432
    TACOMA,WA984023100     		N/A EXEMPT CHARITABLE 50,000
    PIERCE COLLEGE FOUNDATION
    1601 39TH AVE SE
    PUYALLUP,WA983742222     		N/A EXEMPT CHARITABLE 55,000
    TACOMA COMM COLLEGE FOUNDATION
    ATTN VP FOR COLLEGE ADVANCEMENT
    6501 SOUTH 19TH STREET BLDG 6
    TACOMA,WA984666100     		N/A EXEMPT CHARITABLE 55,000
    R MERLE PALMER SCHOLARSHIP
    FOUNDATION
    PO BOX 7119
    FIRCREST,WA98466     		N/A EXEMPT CHARITABLE 34,000
    ASHLEY HOUSE
    33811 9TH AVE S
    FEDERAL WAY,WA98003     		N/A EXEMPT CHARITABLE 2,000
    ASSOCIATED MINISTRIES
    901 S 13TH ST
    TACOMA,WA98405     		N/A EXEMPT CHARITABLE 20,000
    SHARED HOUSING SERVICES
    901 S 11TH STREET
    TACOMA,WA98402     		N/A EXEMPT CHARITABLE 15,000
    TACOMA COMMUNITY HOUSE
    1314 SOUTH L STREET
    TACOMA,WA98402     		N/A EXEMPT CHARITABLE 15,000
    TACOMA YOUTH SYMPHONY
    ASSOCIATION
    901 BROADWAY PLAZA SUITE 500
    TACOMA,WA98402     		N/A EXEMPT CHARITABLE 10,000
    BIG BROTHERS BIG SISTERS OF
    PUGET SOUND
    1600 S GRAHAM ST
    SEATTLE,WA98108     		NONE EXEMPT CHARITABLE 10,000
    MARY BRIDGE CHILDRENS FOUNDATION
    PO BOX 5296
    TACOMA,WA984152096     		N/A EXEMPT CHARITABLE 10,000
    CATHOLIC COMMUNITY SERVICES HK
    FOR HOSPITALITY KITCHEN
    1323 SOUTH YAKIMA
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 51,600
    SPECIAL OLYMPICS WASHINGTON
    2815 2ND AVE STE 370
    SEATTLE,WA981212191     		NONE EXEMPT CHARITABLE 10,000
    HELPING HAND HOUSE
    4321 2ND STREET SW
    PUYALLUP,WA98373     		NONE EXEMPT CHARITABLE 12,000
    ASIA PACIFIC CULTURAL CENTER
    ATTN FAALUAINA PRITCHARD
    4851 SOUTH TACOMA WAY
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 5,000
    SAFE STREETS CAMPAIGN
    622 TACOMA AVE S FL 1
    TACOMA,WA984023323     		NONE EXEMPT CHARITABLE 20,000
    TACOMA AREA COALITION OF
    INDIVIDUALS WITH DISABILITIES
    6315 SOUTH 19TH STREET
    TACOMA,WA98466     		NONE EXEMPT CHARITABLE 15,000
    NW FURNITURE BANK
    117 PUYALLUP AVENUE
    TACOMA,WA98421     		NONE EXEMPT CHARITABLE 2,500
    ARK INSTITUTE OF LEARNING
    1916 S WASHINGTON STREET
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 12,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON COURT
    TIGARD,OR97224     		NONE EXEMPT CHARITABLE 10,000
    LINDQUIST DENTAL CLINIC FOR
    CHILDREN
    130 131ST STREET SOUTH
    TACOMA,WA98444     		NONE EXEMPT CHARITABLE 10,000
    BOYS & GIRLS CLUBS OF SOUTH PUGET
    SOUND
    3875 SOUTH 66TH STREET
    TACOMA,WA98409     		NONE EXEMPT CHARITABLE 8,000
    COMMUNITIES IN SCHOOLS OF LAKEWOOD
    10828 GRAVELLY LAKE DR SW STE 104
    LAKEWOOD,WA98499     		NONE EXEMPT CHARITABLE 5,000
    REACH MINISTRIES
    309 SOUTH G STREET SUITE 3
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 10,000
    CATHERINE PLACE
    923 SOUTH 8TH STREET
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 5,000
    MERCY HOUSING NORTHWEST
    6930 MARTIN LUTHER KING JR WAY S
    SEATTLE,WA98118     		NONE EXEMPT CHARITABLE 10,000
    REBUILDING TOGETHER SOUTH SOUND
    4019 S ORCHARD ST
    TACOMA,WA98466     		NONE EXEMPT CHARITABLE 10,000
    TACOMAPIERCE COUNTY HABITAT
    FOR HUMANITY
    4824 SOUTH TACOMA WAY
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 20,000
    NEIGHBORHOOD CLINIC
    1323 SOUTH YAKIMA AVENUE
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 10,000
    MOUNTAIN VIEW COMMUNITY CENTER
    3607 - 122ND AVE E A
    EDGEWOOD,WA983722418     		NONE EXEMPT CHARITABLE 9,000
    MUSEUM OF GLASS
    1801 DOCK STREET
    TACOMA,WA98406     		NONE EXEMPT CHARITABLE 10,000
    PACIFIC EDUCATION INSTITUTE
    724 COLUMBIA STREET NW SUITE 255
    OLYMPIA,WA98501     		NONE EXEMPT CHARITABLE 5,000
    JUNIOR ACHIEVEMENT OF WASHINGTON
    1610 PERIMETER ROAD
    AUBURN,WA98001     		NONE EXEMPT CHARITABLE 2,000
    HOPESPARKS FAMILY SERVICES
    6424 NORTH 9TH STREET
    TACOMA,WA98409     		NONE EXEMPT CHARITABLE 15,000
    PIERCE COUNTY LIBRARY FOUNDATION
    3005 112TH ST E
    TACOMA,WA984462215     		NONE EXEMPT CHARITABLE 10,000
    TACOMA AREA YOUTH FOR CHRIST
    PO BOX 834
    TACOMA,WA98409     		NONE EXEMPT CHARITABLE 8,000
    EXECUTIVE COUNCIL FOR THE JOB CARR
    MUSEUM
    PO BOX 7609
    TACOMA,WA984170609     		NONE EXEMPT CHARITABLE 4,000
    PUYALLUP VALLEY ST FRANCIS HOUSE
    PO BOX 156
    PUYALLUP,WA98371     		NONE EXEMPT CHARITABLE 10,000
    MULTICULTURAL CHILD AND FAMILY
    2021 SOUTH 19TH STREET
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 5,000
    GOODWILL OF THE OLYMPICS
    & RAINER REGION
    714 S 27TH STREET
    TACOMA,WA98409     		NONE EXEMPT CHARITABLE 5,000
    THE MUSTARD SEED PROJECT
    PO BOX 182
    VAUGHN,WA98394     		NONE EXEMPT CHARITABLE 15,000
    NEW PHOEBE HOUSE
    PO BOX 5245
    TACOMA,WA98415     		NONE EXEMPT CHARITABLE 10,000
    PCC FARMLAND TRUST
    1402 THIRD AVENUE SUITE 709
    SEATTLE,WA98101     		NONE EXEMPT CHARITABLE 3,000
    CENTER FOR DIALOG & RESOLUTION
    717 TACOMA AVENUE SOUTH
    TACOMA,WA98404     		NONE EXEMPT CHARITABLE 15,000
    SEABURY SCHOOL
    1801 53RD STREET NE
    TACOMA,WA98422     		NONE EXEMPT CHARITABLE 3,000
    FIRST WASHINGTON
    21238 68TH AVENUE S
    KENT,WA98032     		NONE EXEMPT CHARITABLE 5,000
    DEGREES OF CHANGE
    PO BOX 1573
    TACOMA,WA98401     		NONE EXEMPT CHARITABLE 8,000
    FOUNDATION FOR TACOMA STUDENTS
    919 SOUTH 9TH STREET
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 7,000
    AHAT HOME CARE
    301 NORTH L STREET
    TACOMA,WA98403     		NONE EXEMPT CHARITABLE 8,000
    A STEP AHEAD IN PIERCE COUNTY
    10324 CANYON ROAD EAST STE 203
    PUYALLUP,WA98373     		NONE EXEMPT CHARITABLE 5,000
    CENTRUM
    PO BOX 1158
    PORT TOWNSEND,WA98368     		NONE EXEMPT CHARITABLE 3,000
    TACOMA COMMUNITY BOAT BUILDERS
    1120 EAST D STREET
    TACOMA,WA98421     		NONE EXEMPT CHARITABLE 2,000
    SYMPHONY TACOMA
    901 BROADWAY SUITE 600
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 6,000
    WRITE253
    4827 S THOMPSON AVE
    TACOMA,WA98408     		NONE EXEMPT CHARITABLE 3,000
    RAIN INCUBATOR
    2304 JEFFERSON AVENUE
    TACOMA,WA98402     		NONE EXEMPT GENERAL SUPPORT 4,000
    WASHINGTON DECA
    16040 CHRISTENSEN ROAD SUITE 215
    TUKWILA,WA98188     		NONE EXEMPT GENERAL SUPPORT 2,000
    PCAF
    3009 S 40TH ST
    TACOMA,WA98409     		NONE EXEMPT GENERAL SUPPORT 12,000
    SOUTH SOUND CARE FOUNDATION
    PO BOX 1314
    TACOMA,WA98401     		NONE EXEMPT GENERAL SUPPORT 3,000
    HARVEST AGAINST HUNGER
    ATTN DAVID BOBANICKDIR
    PO BOX 4098
    SEATTLE,WA98194     		NONE EXEMPT GENERAL SUPPORT 2,000
    NETWORK TACOMA
    PO BOX 323
    TACOMA,WA98401     		NONE EXEMPT GENERAL SUPPORT 2,000
    AMARA
    5907 MARTIN LUTHER KING JR WAY S
    SEATTLE,WA98188     		NONE EXEMPT GENERAL SUPPORT 10,000
    CATHOLIC COMMUNITY SERVICES FOR
    NATIVITY HOUSE JAMES HARPER GRANTS
    1323 S YAKIMA AVE
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 30,000
    TACOMA ARTS LIVE
    ATTN NICOLE HUME PHILANTHROPY MGR
    901 BROADWAY
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 15,000
    TACOMA OPERA ASSOCIATION
    ATTN NOEL KORAN GENERAL DIRECTOR
    47 ST HELENS AVE STE 201
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 9,000
    TACOMA REFUGEE CHOIR
    ATTN SANDER LAZAR
    1753 S 41ST ST
    TACOMA,WA98418     		NONE EXEMPT CHARITABLE 1,000
    GREENTRIKE
    1501 PACIFIC AVE STE 202
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 15,000
    TREEHOUSE
    2100 24TH AVENUE SOUTH SUITE 200
    SEATTLE,WA98144     		NONE EXEMPT CHARITABLE 1,000
    UNITED THROUGH READING
    ATTN CAROL MACRANDER
    1455 FRAZEE ROAD SUITE 500
    SAN DIEGO,CA92108     		NONE EXEMPT CHARITABLE 1,000
    FOREVERGREEN TRAILS
    ATTN JANE MOOREDIRECTOR
    505 BROADWAY UNIT 409
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 1,000
    LUTHERAN COMMUNITY SERVICES NW
    ATTN JAIMIE FOURNIER GRANTS MGR
    4040 S 188TH ST SUITE 300
    SEATAC,WA98188     		NONE EXEMPT CHARITABLE 1,000
    SOUND OUTREACH
    1106 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 18,000
    STEP BY STEP FAMILY SUPPORT CENTER
    ATTN JANEL TOBAR DEV DIRECTOR
    PO BOX 488
    MILTON,WA98354     		NONE EXEMPT CHARITABLE 1,000
    THE SALVATION ARMY - NW DIVISION
    ATTN CALLIE HALL GRANTS COORDINATOR
    111 QUEEN ANNE AVE N STE 300
    SEATTLE,WA98109     		NONE EXEMPT CHARITABLE 10,000
    THE HUMANE SOCIETY FOR TACOMA &
    PIERCE COUNTY ATTN CHLOE DUBOIS
    2608 CENTER STREET
    TACOMA,WA98409     		NONE EXEMPT CHARITABLE 1,000
    CLOVER PARK TECHNICAL COLLEGE FDN
    4500 STEILACOOM BLVD SW
    LAKEWOOD,WA98499     		NONE EXEMPT CHARITABLE 2,000
    COMMUNITY YOUTH SERVICES
    711 STATE AVENUE NE
    OLYMPIA,WA98506     		NONE EXEMPT CHARITABLE 2,000
    OLIVE CREST
    2500 116TH AVE NE
    BELLEVUE,WA98004     		NONE EXEMPT CHARITABLE 2,000
    ST VINCENT DE PAUL OF TACOMA
    PIERCE COUNTY
    4009 SOUTH 56TH
    TACOMA,WA98409     		NONE EXEMPT CHARITABLE 3,000
    STRONGER FAMILIES
    PO BOX 40584
    BELLEVUE,WA98015     		NONE EXEMPT CHARITABLE 1,000
    TACOMA CHINESE RECONCILIATION
    PROJECT FOUNDATION
    224 PUYALLUP AVE
    TACOMA,WA98421     		NONE EXEMPT CHARITABLE 3,000
    TACOMA SISTER CITIES
    1118 E D ST
    TACOMA,WA98421     		NONE EXEMPT CHARITABLE 1,000
    THE FRIENDS OF LAKEWOLD
    PO BOX 39780
    LAKEWOOD,WA98496     		NONE EXEMPT CHARITABLE 5,000
    THE WISHING WELL FOUNDATION
    16524 89TH AVENUE E
    PUYALLUP,WA98375     		NONE EXEMPT CHARITABLE 4,000
    HOPE FOR HEROES HORSEMANSHIP CENTER
    14528 AVIS LANE SE
    YELM,WA98597     		NONE EXEMPT CHARITABLE 1,000
    THE RESCUE MISSION
    JOHN HUMPHREY GRANT MANAGER
    PO BOX 1912
    TACOMA,WA984011912     		NONE EXEMPT CHARITABLE 60,000
    Total .................................bullet 3a 1,336,700
    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....     14 662,512  
    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 ............     		    18 683,291  
    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)..   1,345,803  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,345,803
    (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:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO HIGH YIELD INSTL 176,821 219,268
    PAYDEN EMERG MKTS BOND CL 145,357 149,962
    EATON VANCE FLT-RT HI INC R6 # 529,795 529,970
    TIME WARNER NTS 4.125% 2/15/21 199,281 206,070
    WESTERN ASSET MAC OPP IS FD #5 266,881 310,669
    BURLINGTON NORTHN SA 6.200% 8/ 128,780 151,784
    ORACLE CORP 3.250% 5/15/30 101,864 115,179
    EATON VANCE GLBL MACRO ABS R6 479,957 505,740
    PT-CHARITABLE INCM FD 2,856,816 3,087,437
    PIMCO INCOME FUND INSTL #1821 586,351 582,507
    CHEVRON CORP 2.566% 5/16/23 98,475 105,029
    NOVARTIS CAPTIAL COR 2.400% 5/ 100,088 102,773
    SIMON PPT GROUP LP 3.250% 11/3 100,100 110,814
    3M CO BDS 2.250% 9/19/26 93,472 107,636
    CISCO SYS INC NT 3.625% 3/04/2 101,522 109,945
    DOUBLELINE CORE FIXED INC CL I 798,513 839,852
    EATON VANCE EMER MKTS LOC INC 142,745 142,044
    IBM CREDIT CO BDS 1.800% 1/20/ 194,390 200,134
    PRUDENTIAL TOTAL RTRN BD CL Q 669,992 713,107
    UNITED STATES TREAS 2.500% 6/3    
    US TREAS NTS 1.875% 9/30/22    
    VANGUARD ULT ST ADMIRAL FD #59 672,848 678,683
    WAL MART STORES NO 3.300% 4/22 101,057 108,989
    BLACKROCK STRAT INC OPPS CL K 404,326 425,153

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AQR MGD FUTURES STRATEGY 293,482 185,706
    DODGE & COX INTL STOCK FD 785,651 907,919
    HARTFORD SCHRODERS EMRG MKT FD 396,488 586,192
    ISHARES COHEN & STEERS REIT 17,741 53,880
    ISHARES RUSSELL MIDCAP ETF 68,723 239,925
    LAZARD EMERG MKTS INSTL 285,202 264,313
    T ROWE PRICE M/C GROWTH 162,748 289,714
    VANGUARD FTSE ALL WO X-US S/C    
    VANGUARD FTSE EMERG MRKTS ETF 164,734 200,440
    VNGRD TOTAL INTL STK INDX SGNL 813,108 1,070,477
    AMAZON.COM INC 229,032 455,970
    AMERICAN TOWER CORP 53,548 190,791
    ANALOG DEVICES INC 48,205 179,640
    APPLE COMPUTER INC 18,164 782,871
    DANAHER CORP 13,982 55,535
    BERKSHIRE HATHAWAY 111,019 162,309
    BLACKROCK INC 34,686 144,308
    CITIGROUP INC 138,628 184,980
    COCA-COLA CO 129,468 191,940
    COSTCO WHOLESALE CORP 19,275 188,390
    DISNEY (WALT) COMPANY HLDG 42,232 181,180
    GOLDMAN SACHS GROUP 96,132 118,670
    HOME DEPOT INC 35,023 212,496
    JPMORGAN CHASE & CO 74,222 279,554
    ECOLAB INC 80,775 173,088
    EATON CORP PLC SHS 33,762 84,098
    MCDONALDS CORP 52,867 150,206
    MICROSOFT CORP 98,289 900,801
    NIKE INC CL B 6,785 35,368
    O REILLY AUTOMOTIVE INC NEW 36,874 45,257
    OAKMARK INTERNATIONAL INTL 397,790 439,640
    ORACLE CORP    
    REGENERON PHARMACEUTICALS INC    
    PFIZER INC 45,148 92,025
    PHILIP MORRIS INTL 48,860 82,790
    EOG RES INC 97,400 64,831
    MFS INTERNATIONAL GROWTH R6 # 725,339 934,878
    PROCTER & GAMBLE CO 64,761 173,925
    QUALCOMM INC    
    SCHLUMBERGER LTD    
    SCHWAB CHARLES CORP 41,579 143,208
    GILEAD SCIENCES INC    
    STARBUCKS CORP 18,040 85,584
    TARGET CORP 44,460 176,530
    UNITED PARCEL SERVICE 121,909 235,760
    UNITED TECHNOLOGIES CORP    
    WELLS FARGO & CO    
    WEYERHAEUSER CO 29,705 50,295
    MONDELEZ INTL INC CL A 82,850 116,940
    BLACKSTONE ALTNV MLT STR FD CL    
    NATIXIS ASG MGD FUT STRACT CL 384,557 376,916
    OCCIDENTAL PETE CORP    
    VICTORY RS SM CAP GROW #279 458,797 597,542
    ALCON INC ORD SHS    
    ALPHABET INC CAP STK CL A 183,807 473,213
    ALPHABET INC CAP STK CL C 26,889 87,594
    APPLIED MALTS INC 50,031 215,750
    BRISTOL MYERS SQUIBB CO 203,199 217,105
    CMS ENERGY CORP 43,139 42,707
    CVS HEALTH CORP COM 76,088 81,960
    CISCO SYS INC 175,192 246,125
    COMCAST CORP CL A 84,759 157,200
    FACEBOOK INC CL A 67,694 204,870
    MASTERCARD INC A 74,098 285,552
    MEDTRONIC PLC SHS 136,901 214,835
    TEXAS INSTRS INC 20,081 65,652
    V F CORP 45,918 59,787
    WILLIAMS COS INC 22,553 20,050
    AQR STYLE PREMIA ALT CL I FD    
    CHEVRON CORP. COMMON STOCK 68,550 168,900
    ISHARES GOLD TR 141,840 181,300
    ILLUMINA INC 60,520 74,000
    INVESCO OPPENHEIMER INT GR R6    
    UNDISCOVERED MGRS BEHAVRL WAL 607,988 643,043
    ADOBE SYS INC 18,953 100,024
    CONSTELLATION BRANDS INC-A    
    FORTIVE CORP COM 71,816 106,230
    MERCK & CO COM COM 134,435 179,960
    ROYAL CARIBBEAN CRUISES LTD    
    SUNCOR ENERGY INC    
    TE CONNECTIVITY LTD 40,334 84,749
    VERIZON COMMUNICATIONS 118,419 129,250
    WEC ENERGY GROUP INC COM 61,581 92,030
    VANGUARD GLBL EX-US REAL ESTAT 43,841 43,448
    BLACKROCK EV DRIVEN EQTY FD #0 363,043 376,644
    DOLLAR TREE STORES 59,437 75,628
    HALLIBURTON CO    
    ABBOTT LABS COM 21,363 54,745
    AMERICAN INTL GROUP COM 87,704 56,790
    HONEYWELL INTL INC 124,763 191,430
    HUNT J B TRANS SVCS IONC 46,384 68,325
    LILLY ELI&CO 97,844 168,840
    NORTHROP GRUMMAN CORP 96,308 106,652
    PAYCHEX INC 22,906 37,272
    PNC FINANCIAL SERVICES GROUP 112,846 134,100
    TJX COS INC NEW    
    XILINX INC 67,435 113,416
    ANTHEM INC COM 78,409 96,327
    APTIV PLC COM 61,881 91,203
    BOEING CO    
    CONCHO RES INC 149,021 175,240
    DELAWARE SM CAP CORE FD CL R6 910,369 1,037,088
    DFA LARGE CAP INTERNATIONAL PO 458,518 541,451
    ELECTRONIC ARTS INC COMMON 95,195 129,240
    HUNTINGTON BANCSHARES INC 13,207 13,893
    INTERCONTINENTAL EXCHANGE INC 14,578 23,058
    LINDE PLC COM 114,419 184,457
    PHILLIPS 66 COM 41,126 27,976
    PRUDENTIAL FINL INC COM 35,827 31,228
    ROCKWELL AUTOMATION INC COMMON    
    PARAMETRIC COMMOD STRAT INST    
    AMERICAN BEACON AHL MGD FUTS # 360,285 365,260
    AMGEN INC 96,078 91,968
    BLACKROCK TOTAL FACTOR K#1994 355,603 311,550
    CARRIER GLOBAL CORPORATION 2,982 18,860
    CONAGRA BRANDS INC 26,289 25,382
    DUKE ENERGY CORP COM 84,681 91,560
    EVERSOURCE ENERGY COM 31,038 34,604
    NUVEEN REAL EST SECS CL R6 #38 151,470 141,407
    OTIS WORLDWIDE CORP 4,471 16,888
    RAYTHEON TECHNOLOGIES CORP COM 9,947 35,755
    SPDR GOLD TRUST SHS 104,800 124,852
    STANLEY BLACK & DECKER INC 23,139 35,712
    VANGUARD REAL ESTATE ETF 42,240 42,465
    VULCAN MATLS CO 28,239 29,662
    WORKDAY INCCL A 35,914 47,922
    UNITEDHEALTH GROUP INC 34,919 35,068

    TY 2020 OtherExpensesSchedule
    Name:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 25 0   25
    OTHER NON-ALLOCABLE EXPENSES 4,977 4,977   0


    TY 2020 OtherIncreasesSchedule
    Name:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284
    Description Amount
    MUTUAL FUND INCOME TIMING DIFF 2,553
    CLASS ACTION SETTLEMENTS 78
    RETURN OF UNUSED FUNDS 7,500


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    REAL ESTATE NOTE 1371   100,000   1995-08 2000-08   0 %        
    REAL ESTATE NOTE 1374   80,600   1995-08 2000-08   0 %        

    TY 2020 TaxesSchedule
    Name:
    FUCHSG & M FDN TAI
    EIN:
    91-6022284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 120 120   0
    FEDERAL TAX PAYMENT - PRIOR YE 94 0   0
    FEDERAL ESTIMATES - PRINCIPAL 37,260 0   0
    FOREIGN TAXES ON QUALIFIED FOR 7,096 7,096   0
    FOREIGN TAXES ON NONQUALIFIED 2,034 2,034   0