Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE STUART FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)107 HICKORY CREEK DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRANDON, FL33511
A Employer identification number

20-3218089
B Telephone number (see instructions)

(407) 420-9005
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$1,500,544
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 264 264  
4 Dividends and interest from securities... 12,139 12,139  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 276,498
b Gross sales price for all assets on line 6a 6,558,512
7 Capital gain net income (from Part IV, line 2)... 276,498
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 288,901 288,901  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,350 1,050   300
c Other professional fees (attach schedule).... 3,935 3,935    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 419      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,704 4,985   300
25 Contributions, gifts, grants paid....... 137,500 137,500
26 Total expenses and disbursements. Add lines 24 and 25 143,204 4,985   137,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 145,697
b Net investment income (if negative, enter -0-) 283,916
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 68,174 71,783 71,783
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,007,925 Click to see attachment1,250,013 1,428,761
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,000    
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) 1,176,099 1,321,796 1,500,544
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,176,099 1,321,796
29 Total net assets or fund balances (see instructions)..... 1,176,099 1,321,796
30 Total liabilities and net assets/fund balances (see instructions). 1,176,099 1,321,796
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
1,176,099
2
Enter amount from Part I, line 27a .....................
2
145,697
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,321,796
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,321,796
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 APPLE INC P 2020-04-06 2020-10-30
b ACCENTURE PLC F CLASS A P 2020-04-08 2020-09-24
c BROADCOM INC P 2020-09-09 2020-10-26
d CITIGROUP INC P 2020-06-05 2020-06-11
e CONOCOPHILLIPS P 2020-03-20 2020-03-27
EDWARDS LIFESCIENCES P 2019-06-05 2020-01-31
FLEETCOR TECHNOLOGIE P 2020-05-20 2020-06-24
HUMANA INC P 2020-11-03 2020-12-07
ISHARES US MEDICAL DEVICES ETF P 2019-11-19 2020-01-23
ISHARES US HOME CONSTRUC T ETF P 2020-07-27 2020-12-28
ISHARES US HOME CONSTRUCT ETF P 2020-04-27 2020-05-13
ISHARES RUSSELL 1000 GROWTH ETF IV P 2020-04-20 2020-07-14
ISHARES US TECHNOLOGY ETF P 2019-11-26 2020-02-25
LOCKHEED MARTIN CORP P 2019-06-03 2020-03-06
MASTERCARD INC CLASS A P 2020-03-03 2020-03-12
MICROSOFT CORP P 2020-03-25 2020-09-04
MICROSOFT CORP P 2018-04-10 2020-02-12
NIKE INC CLASS B P 2019-10-10 2020-02-26
INVESCO DYNAMIC LEISURE AND ENTERTAI P 2020-04-09 2020-04-16
POOL CORP P 2020-04-23 2020-10-28
SHERWIN WILLIAMS CO P 2020-03-03 2020-03-16
TAYLOR MORRISON HOME P 2020-06-12 2020-09-03
THERMO FISHER SCNTFC P 2020-03-04 2020-03-11
VANGUARD INFORMATION TEC HNOLOGY ETF P 2020-04-06 2020-05-13
TECHNOLOGY SELECT SECTOR SPDR ETF IV P 2020-09-25 2020-10-15
APPLE INC P 2020-03-04 2020-10-30
ACCENTURE PLC F CLASS A P 2020-04-22 2020-09-24
TOPBUILD CORP P 2020-05-15 2020-10-28
CITIGROUP INC P 2020-06-08 2020-06-11
CONOCOPHILLIPS P 2020-03-20 2020-03-23
EDWARDS LIFESCIENCES P 2019-06-05 2020-01-23
FLEETCOR TECHNOLOGIE P 2020-06-12 2020-06-24
HUMANA INC P 2020-11-05 2020-12-07
INTUIT INC P 2020-09-28 2020-11-12
ISHARES US HOME CONSTRUCT ETF P 2020-07-23 2020-10-30
ISHARES US HOME CONSTRUC T ETF P 2020-04-06 2020-05-13
ISHARES RUSSELL 1000 GRO WTH ETF IV P 2020-04-16 2020-07-14
ISHARES DOW JONES US ETF P 2020-05-18 2020-06-01
LOCKHEED MARTIN CORP P 2020-02-05 2020-03-06
MASTERCARD INC CLASS A P 2020-02-04 2020-03-12
MICROSOFT CORP P 2020-03-03 2020-09-04
MICROSOFT CORP P 2017-10-27 2020-02-12
NIKE INC CLASS B P 2018-11-07 2020-02-25
PEPSICO INC P 2020-04-06 2020-10-26
POOL CORP P 2020-03-30 2020-09-04
VANECK VECTORS SEMICONDU CTOR ETF P 2020-01-02 2020-02-03
TAYLOR MORRISON HOME P 2020-06-12 2020-08-13
T-MOBILE US INC P 2019-07-26 2020-03-06
VANGUARD INFORMATION TECHNOLOGY ETF P 2020-04-06 2020-04-21
TECHNOLOGY SELECT SECTOR SPDR ETF IV P 2020-09-28 2020-10-15
APPLE INC P 2020-03-04 2020-09-08
ACCENTURE PLC F CLASS A P 2020-04-08 2020-09-10
TOPBUILD CORP P 2020-04-24 2020-10-28
CITIGROUP INC P 2020-06-05 2020-06-10
COSTCO WHOLESALE CO P 2019-03-13 2020-03-18
FACEBOOK INC CLASS A P 2020-11-05 2020-11-09
FLEETCOR TECHNOLOGIE P 2020-05-19 2020-06-24
HUMANA INC P 2020-11-03 2020-11-12
INTUIT INC P 2020-07-07 2020-07-14
ISHARES US HOME CONSTRUC T ETF P 2020-07-15 2020-10-30
ISHARES US HOME CONSTRUCT ETF P 2020-04-06 2020-04-15
ISHARES RUSSELL 1000 GROWTH ETF P 2020-04-16 2020-05-14
JPMORGAN CHASE & CO P 2020-11-03 2020-11-12
LOCKHEED MARTIN CORP P 2019-06-03 2020-02-25
MASTERCARD INC CLASS A P 2019-12-06 2020-03-12
MICROSOFT CORP P 2020-03-10 2020-09-04
NEXTERA ENERGY INC P 2020-10-08 2020-11-12
NIKE INC CLASS B P 2018-10-31 2020-02-25
PEPSICO INC P 2020-03-24 2020-10-26
POOL CORP P 2020-03-30 2020-06-05
VANECK VECTORS SEMICONDUCTOR ETF P 2020-01-07 2020-02-03
TAYLOR MORRISON HOME P 2020-04-29 2020-05-04
T-MOBILE US INC P 2019-06-04 2020-03-06
VANGUARD INFORMATION TEC HNOLOGY ETF P 2020-03-30 2020-04-21
TECHNOLOGY SELECT SECTOR SPDR ETF IV P 2020-10-08 2020-10-15
APPLE INC P 2020-03-04 2020-09-04
ADOBE INC P 2020-05-20 2020-09-17
TOPBUILD CORP P 2020-04-24 2020-09-04
CITIGROUP INC P 2020-04-14 2020-04-16
COSTCO WHOLESALE CO P 2020-03-03 2020-03-18
FACEBOOK INC CLASS A P 2020-09-29 2020-11-09
FLEETCOR TECHNOLOGIE P 2020-04-07 2020-04-15
ISHARES US UTILITIES ETF P 2020-04-28 2020-05-01
INTUIT INC P 2020-04-17 2020-04-21
ISHARES US HOME CONSTRUCT ETF P 2020-06-16 2020-10-27
ISHARES US HOME CONSTRUCT ETF P 2020-01-28 2020-03-06
ISHARES GLOBAL HEALTHCARE ETF P 2019-12-16 2020-01-27
J P MORGAN CHASE & CO P 2020-04-07 2020-04-15
LOWES COS INC P 2020-04-06 2020-12-01
MASTERCARD INC CLASS A P 2020-02-11 2020-03-12
MICROSOFT CORP P 2020-03-19 2020-09-04
NEXTERA ENERGY INC P 2020-07-17 2020-09-30
NORTHROP GRUMMAN CO P 2020-05-20 2020-06-23
PEPSICO INC P 2020-03-24 2020-08-13
POOL CORP P 2020-03-04 2020-03-11
VANECK VECTORS SEMICONDU CTOR ETF P 2019-12-12 2020-02-03
TAYLOR MORRISON HOME P 2020-04-28 2020-05-04
T-MOBILE US INC P 2019-06-04 2020-02-25
VANGUARD INFORMATION TECHNOLOGY ETF P 2020-03-02 2020-03-09
SELECT SECTOR UTI SELECT SPDR ETF P 2020-03-26 2020-04-01
APPLE INC P 2020-03-02 2020-09-04
ADOBE INC P 2020-05-18 2020-09-17
TOPBUILD CORP P 2020-04-20 2020-09-04
CITIGROUP INC P 2020-03-26 2020-04-01
COSTCO WHOLESALE CO P 2019-02-13 2020-03-12
FACEBOOK INC CLASS A P 2020-06-24 2020-09-21
ALPHABET INC. CLASS A P 2020-03-26 2020-07-31
ISHARES US UTILITIES ETF P 2020-04-09 2020-04-21
INTUIT INC P 2020-03-04 2020-03-11
ISHARES US HOME CONSTRUC T ETF P 2020-07-15 2020-10-27
ISHARES US HOME CONSTRUC T ETF P 2020-02-11 2020-03-06
ISHARES US TECHNOLOGY ET F P 2020-03-10 2020-04-01
J P MORGAN CHASE & CO P 2020-04-09 2020-04-15
LOWES COS INC P 2020-03-25 2020-12-01
MASTERCARD INC CLASS A P 2019-10-29 2020-02-27
MICROSOFT CORP P 2019-04-12 2020-03-12
NEXTERA ENERGY INC P 2020-09-15 2020-09-30
SERVICE NOW INC P 2020-05-04 2020-09-17
PEPSICO INC P 2020-03-04 2020-03-16
POOL CORP P 2019-09-23 2020-03-11
VANECK VECTORS SEMICONDUCTOR ETF P 2019-12-12 2020-01-31
TAYLOR MORRISON HOME P 2020-04-28 2020-05-01
TWITTER INC P 2020-10-29 2020-11-02
VANGUARD UTILITIES ETF P 2020-03-17 2020-03-23
SELECT SECTOR UTI SELECT SPDR ETF P 2020-03-27 2020-04-01
APPLE INC P 2020-03-02 2020-09-02
ADOBE INC P 2020-09-14 2020-09-17
TOPBUILD CORP P 2020-04-20 2020-06-05
CITIGROUP INC P 2020-03-25 2020-04-01
COSTCO WHOLESALE CO P 2019-02-13 2020-02-28
FACEBOOK INC CLASS A P 2020-05-08 2020-09-21
ALPHABET INC. CLASS A P 2020-03-13 2020-03-18
ISHARES US UTILITIES ETF P 2020-04-17 2020-04-21
ETFMG PRIME MOBILE PAYME NTS ETF P 2020-08-11 2020-09-21
ISHARES US HOME CONSTRUC T ETF P 2020-06-12 2020-09-21
ISHARES US HOME CONSTRUC T ETF P 2020-02-11 2020-03-06
ISHARES US TECHNOLOGY ETF P 2020-03-31 2020-04-01
J P MORGAN CHASE & CO P 2020-04-07 2020-04-14
LOWES COS INC P 2020-03-25 2020-11-18
MASTERCARD INC CLASS A P 2019-12-06 2020-02-27
MICROSOFT CORP P 2019-04-12 2020-03-12
NEXTERA ENERGY INC P 2020-04-21 2020-05-06
SERVICE NOW INC P 2020-07-29 2020-09-17
PULTEGROUP INC P 2020-07-17 2020-10-22
POOL CORP P 2019-09-23 2020-02-28
ISHARES PHLX SEMICONDUCTOR ETF P 2020-07-06 2020-12-28
TAYLOR MORRISON HOME P 2020-04-28 2020-05-01
ULTA BEAUTY INC. P 2020-11-10 2020-12-04
VANGUARD UTILITIES ETF P 2020-03-17 2020-03-19
SCHWAB US TREASUREY MM P 2020-03-18 2020-04-15
APPLE INC P 2020-03-02 2020-03-16
ADOBE INC P 2020-05-18 2020-09-08
TOPBUILD CORP P 2020-02-19 2020-02-26
CITIGROUP INC P 2020-03-25 2020-03-30
COSTCO WHOLESALE CO P 2019-02-13 2020-02-25
FACEBOOK INC CLASS A P 2020-05-15 2020-09-21
ALPHABET INC. CLASS A P 2019-12-10 2020-03-06
ISHARES US UTILITIES ETF P 2020-04-07 2020-04-21
ETFMG PRIME MOBILE PAYMENTS ETF P 2020-08-28 2020-09-21
ISHARES US HOME CONSTRUCT ETF P 2020-06-16 2020-09-21
ISHARES US HOME CONSTRUCT ETF P 2020-01-28 2020-02-28
ISHARES US TECHNOLOGY ET F P 2020-02-05 2020-04-01
L3HARRIS TECHNOLOGIES IN P 2020-03-25 2020-05-13
LOWES COMPANIES INC P 2020-03-25 2020-09-18
MASTERCARD INC CLASS A P 2019-07-19 2020-02-26
MICROSOFT CORP P 2019-04-12 2020-03-12
NEXTERA ENERGY INC P 2020-03-30 2020-05-06
SERVICE NOW INC P 2020-04-23 2020-09-17
PULTEGROUP INC P 2020-07-22 2020-10-22
PAYPAL HOLDINGS INCORPOR P 2020-08-05 2020-09-04
ISHARES PHLX SEMICONDUCTOR ETF IV P 2020-06-30 2020-10-28
TAYLOR MORRISON HOME P 2020-03-25 2020-04-01
ULTA BEAUTY INC. P 2020-04-09 2020-04-15
WASTE MANAGEMENT INC P 2018-10-31 2020-03-12
WASTE MANAGEMENT INC P 2019-06-03 2020-03-18
APPLE INC P 2019-10-04 2020-02-27
ADOBE INC P 2020-05-18 2020-09-03
TOPBUILD CORP P 2020-01-29 2020-02-26
CITIGROUP INC P 2020-03-25 2020-03-30
SALESFORCE COM P 2020-09-14 2020-09-21
FACEBOOK INC CLASS A P 2020-07-30 2020-09-21
ALPHABET INC. CLASS A P 2020-01-07 2020-03-06
ISHARES US UTILITIES ETF P 2020-03-04 2020-03-12
ETFMG PRIME MOBILE PAYMENTS ETF P 2020-08-11 2020-09-04
ISHARES US HOME CONSTRUCT ETF P 2020-06-03 2020-09-15
ISHARES RUSSELL 1000 GROWTH ETF P 2020-12-03 2020-12-09
ISHARES US TECHNOLOGY ET F P 2020-03-17 2020-04-01
L3HARRIS TECHNOLOGIES IN P 2019-10-09 2020-02-28
LULULEMON ATHLETICA P 2019-12-06 2020-02-28
MASTERCARD INC CLASS A P 2019-04-12 2020-02-25
MICROSOFT CORP P 2019-07-19 2020-03-12
NEXTERA ENERGY INC P 2020-03-30 2020-05-01
SERVICE NOW INC P 2020-04-23 2020-09-03
PULTEGROUP INC P 2020-07-17 2020-08-13
QUALCOMM INC P 2020-01-17 2020-02-24
ISHARES PHLX SEMICONDUCTOR ETF IV P 2020-06-30 2020-09-08
TAYLOR MORRISON HOME P 2020-03-25 2020-04-01
VISA INC CLASS A P 2020-04-14 2020-07-31
WASTE MANAGEMENT INC P 2011-09-27 2020-03-12
NEXTERA ENERGY INC P 2019-08-15 2020-03-12
APPLE INC P 2019-10-10 2020-02-27
ADOBE INC P 2020-02-04 2020-03-09
TOPBUILD CORP P 2020-02-11 2020-02-26
CITIGROUP INC P 2019-10-28 2020-02-24
SALESFORCE COM P 2020-09-09 2020-09-21
FACEBOOK INC CLASS A P 2020-05-08 2020-09-03
ALPHABET INC. CLASS A P 2019-12-10 2020-02-27
ISHARES EXPANDED TCH STW SCTR ETF IV P 2020-07-01 2020-07-16
ETFMG PRIME MOBILE PAYMENTS ETF P 2020-06-01 2020-06-11
ISHARES US HOME CONSTRUC T ETF P 2020-06-12 2020-09-15
ISHARES RUSSELL 1000 GRO WTH ETF IV P 2020-05-05 2020-07-24
ISHARES US TECHNOLOGY ET F P 2020-03-19 2020-04-01
L3HARRIS TECHNOLOGIES IN P 2020-02-11 2020-02-28
LULULEMON ATHLETICA P 2019-08-29 2020-02-28
MASTERCARD INC CLASS A P 2019-04-12 2020-02-25
MICROSOFT CORP P 2019-04-12 2020-03-12
NEXTERA ENERGY INC P 2020-03-30 2020-04-01
SERVICE NOW INC P 2020-04-23 2020-07-13
PINTEREST INC CLASS A P 2020-10-12 2020-12-02
INVESCO QQQ TRUST P 2020-09-10 2020-09-17
ISHARES PHLX SEMICONDUCTOR ETF P 2020-02-12 2020-02-24
TAYLOR MORRISON HOME P 2020-03-20 2020-04-01
VISA INC CLASS A P 2020-05-19 2020-07-31
WASTE MANAGEMENT INC P 2019-06-03 2020-03-12
NEXTERA ENERGY INC P 2019-03-13 2020-02-28
APPLE INC P 2019-10-04 2020-02-21
ADOBE INC P 2020-02-04 2020-03-06
TOPBUILD CORP P 2020-01-29 2020-02-25
CITIGROUP INC P 2019-12-06 2020-02-24
SALESFORCE COM P 2020-05-05 2020-06-05
FACEBOOK INC CLASS A P 2020-05-08 2020-06-29
GLOBAL PAYMENTS INC P 2020-04-08 2020-05-14
ISHARES EXPANDED TECH STW SCTR ETF P 2020-03-02 2020-03-06
ETFMG PRIME MOBILE PAYMENTS ETF P 2020-04-24 2020-05-01
ISHARES US HOME CONSTRUCT ETF IV P 2020-05-05 2020-08-13
ISHARES RUSSELL 1000 GROWTH ETF IV P 2020-06-09 2020-07-24
ISHARES US TECHNOLOGY ET F P 2020-03-04 2020-04-01
L3HARRIS TECHNOLOGIES IN P 2020-02-11 2020-02-28
LULULEMON ATHLETICA P 2019-08-16 2020-02-27
M/I HOMES INC P 2020-11-02 2020-12-01
MICROSOFT CORP P 2018-11-28 2020-02-27
NEXTERA ENERGY INC P 2020-03-04 2020-03-12
SERVICE NOW INC P 2020-04-23 2020-05-13
PINTEREST INC CLASS A P 2020-10-27 2020-12-02
INVESCO QQQ TRUST P 2020-09-14 2020-09-17
STAMPS.COM INC P 2020-10-07 2020-10-15
TAYLOR MORRISON HOME P 2020-03-20 2020-03-23
VISA INC CLASS A P 2020-04-06 2020-07-31
WALMART INC P 2019-11-14 2020-01-17
NEXTERA ENERGY INC P 2019-08-15 2020-02-28
ABBVIE INC P 2020-05-15 2020-09-01
AMAZON.COM INC P 2020-04-14 2020-09-08
BLOOMIN BRANDS INC P 2020-04-23 2020-05-04
CITIGROUP INC P 2019-10-22 2020-02-20
SALESFORCE COM P 2020-05-15 2020-06-05
FACEBOOK INC CLASS A P 2020-03-31 2020-04-21
GLOBAL PAYMENTS INC P 2020-03-10 2020-03-16
ISHARES US MEDICAL DEVICES ETF P 2020-04-16 2020-06-11
ETFMG PRIME MOBILE PAYMENTS ETF P 2020-03-25 2020-04-01
ISHARES US HOME CONSTRUCT ETF P 2020-05-05 2020-06-25
ISHARES RUSSELL 1000 GRO WTH ETF IV P 2020-06-16 2020-07-24
ISHARES US TECHNOLOGY ETF P 2020-02-05 2020-03-23
L3HARRIS TECHNOLOGIES IN P 2020-02-11 2020-02-28
LULULEMON ATHLETICA P 2019-08-29 2020-02-27
MERCK & CO. INC. P 2020-04-22 2020-06-15
MICROSOFT CORP P 2019-04-12 2020-02-27
NEXTERA ENERGY INC P 2020-02-11 2020-03-12
O REILLY AUTOMOTIVE P 2020-03-26 2020-05-14
PINTEREST INC CLASS A P 2020-10-12 2020-11-12
FERRARI N V F P 2020-08-13 2020-09-17
STAMPS.COM INC P 2020-10-01 2020-10-15
THERMO FISHER SCNTFC P 2020-07-20 2020-11-24
VISA INC CLASS A P 2020-04-06 2020-07-16
WALMART INC P 2019-10-04 2020-01-17
ABBVIE INC P 2020-06-12 2020-09-01
AMAZON.COM INC P 2020-03-03 2020-09-03
BLOOMIN BRANDS INC P 2020-04-27 2020-05-04
CITIGROUP INC P 2019-10-28 2020-02-20
WALT DISNEY CO P 2020-03-26 2020-04-01
FACEBOOK INC CLASS A P 2019-10-24 2020-03-09
GOLDMAN SACHS GROUP P 2020-03-13 2020-03-17
ISHARES US MEDICAL DEVIC ES ETF P 2020-04-07 2020-06-11
ETFMG PRIME MOBILE PAYME NTS ETF P 2020-03-26 2020-04-01
ISHARES US HOME CONSTRUC T ETF P 2020-04-29 2020-06-25
ISHARES RUSSELL 1000 GRO WTH ETF IV P 2020-04-30 2020-07-24
ISHARES US TECHNOLOGY ET F P 2020-01-29 2020-03-12
L3HARRIS TECHNOLOGIES IN P 2020-02-11 2020-02-28
LULULEMON ATHLETICA P 2019-08-16 2020-02-25
MERCK & CO. INC. P 2019-10-29 2020-03-06
MICROSOFT CORP P 2018-07-26 2020-02-27
NIKE INC CLASS B P 2020-04-23 2020-05-14
O REILLY AUTOMOTIVE P 2020-04-06 2020-05-14
POOL CORP P 2020-09-25 2020-11-09
FERRARI N V F P 2020-01-28 2020-02-28
A T & T INC P 2020-03-26 2020-04-03
THERMO FISHER SCNTFC P 2020-05-18 2020-11-24
VISA INC CLASS A P 2020-01-21 2020-02-24
SPDR S&P HOMEBUILDERS ET F P 2020-03-24 2020-04-01
ABBVIE INC P 2020-05-06 2020-09-01
AMAZON.COM INC P 2020-03-10 2020-09-03
BLOOMIN BRANDS INC P 2020-04-23 2020-05-01
CDW CORP P 2019-10-01 2020-01-27
EDWARDS LIFESCIENCES P 2020-05-15 2020-06-05
FACEBOOK INC CLASS A P 2019-10-28 2020-03-09
HOME DEPOT INC P 2020-04-17 2020-09-18
ISHARES US MEDICAL DEVIC ES ETF P 2020-04-17 2020-06-11
ETFMG PRIME MOBILE PAYMENTS ETF P 2020-03-02 2020-03-06
ISHARES US HOME CONSTRUCT ETF P 2020-04-29 2020-06-24
ISHARES RUSSELL 1000 GROWTH ETF IV P 2020-04-20 2020-07-16
ISHARES US TECHNOLOGY ET F P 2020-02-05 2020-03-12
LOCKHEED MARTIN CORP P 2020-03-25 2020-07-09
MASTERCARD INC CLASS A P 2020-09-15 2020-10-26
MERCK & CO. INC. P 2019-11-14 2020-03-06
MICROSOFT CORP P 2018-04-27 2020-02-27
NIKE INC CLASS B P 2019-07-19 2020-02-26
INVESCO DYNAMIC LEISURE AND ENTERTAI P 2020-06-05 2020-06-11
POOL CORP P 2020-04-23 2020-11-09
FERRARI N V F P 2019-12-23 2020-02-28
TRUIST FINL CORP P 2020-03-20 2020-04-01
THERMO FISHER SCNTFC P 2020-05-18 2020-11-18
VISA INC CLASS A P 2019-08-08 2020-02-24
SPDR S&P HOMEBUILDERS ETF P 2020-03-25 2020-04-01
ABBVIE INC P 2020-05-06 2020-08-13
AMAZON.COM INC P 2020-03-03 2020-07-14
BLOOMIN BRANDS INC P 2020-04-23 2020-05-01
CDW CORP P 2019-10-22 2020-01-27
EDWARDS LIFESCIENCES P 2020-04-06 2020-06-05
FACEBOOK INC CLASS A P 2019-10-22 2020-03-06
HOME DEPOT INC P 2020-03-13 2020-03-16
ISHARES US MEDICAL DEVICES ETF P 2020-04-07 2020-05-14
RENAISSANCE IPO ETF P 2020-12-08 2020-12-28
ISHARES US HOME CONSTRUC T ETF P 2020-04-27 2020-06-24
ISHARES RUSSELL 1000 GRO WTH ETF IV P 2020-04-30 2020-07-16
ISHARES US TECHNOLOGY ETF P 2019-12-06 2020-03-12
LOCKHEED MARTIN CORP P 2020-03-24 2020-07-09
MASTERCARD INC CLASS A P 2020-09-09 2020-10-26
MERCK & CO. INC. P 2019-10-29 2020-02-12
MICROSOFT CORP P 2018-04-27 2020-02-21
NIKE INC CLASS B P 2018-12-03 2020-02-26
INVESCO DYNAMIC LEISURE AND ENTERTAI P 2020-06-08 2020-06-11
POOL CORP P 2020-05-08 2020-11-09
ROPER TECHNOLOGIES P 2020-03-26 2020-04-02
TRUIST FINL CORP P 2020-03-20 2020-03-23
THERMO FISHER SCNTFC P 2020-05-18 2020-11-16
VANGUARD INFORMATION TEC HNOLOGY ETF P 2020-04-08 2020-05-13
SPDR S&P HOMEBUILDERS ET F P 2020-03-26 2020-04-01
ACCENTURE PLC F CLASS A P 2020-06-23 2020-09-24
AMAZON.COM INC P 2020-03-03 2020-05-01
BLACKSTONE GROUP INC P 2020-02-06 2020-02-27
CDW CORP P 2019-10-01 2020-01-17
EDWARDS LIFESCIENCES P 2019-06-07 2020-01-31
FACEBOOK INC CLASS A P 2019-10-22 2020-02-27
HILTON WORLDWIDE HLD P 2019-12-12 2020-02-03
ISHARES US MEDICAL DEVICES ETF P 2019-11-19 2020-01-27
ISHARES US HOME CONSTRUCT ETF P 2020-07-23 2020-12-28
ISHARES US HOME CONSTRUC T ETF P 2020-04-08 2020-05-13
ISHARES RUSSELL 1000 GRO WTH ETF IV P 2020-04-23 2020-07-16
ISHARES US TECHNOLOGY ETF P 2019-11-26 2020-02-27
LOCKHEED MARTIN CORP P 2019-07-15 2020-03-06
MASTERCARD INC CLASS A P 2020-03-25 2020-04-01
MICROSOFT CORP P 2019-07-19 2020-09-04
MICROSOFT CORP P 2018-04-10 2020-02-21
NIKE INC CLASS B P 2018-11-07 2020-02-26
INVESCO DYNAMIC LEISURE AND ENTERTAI P 2020-04-14 2020-04-16
POOL CORP P 2020-03-30 2020-10-28
SHERWIN WILLIAMS CO P 2020-03-03 2020-03-17
TAYLOR MORRISON HOME P 2020-06-16 2020-09-03
THERMO FISHER SCNTFC P 2020-05-18 2020-11-12
VANGUARD INFORMATION TECHNOLOGY ETF P 2020-04-14 2020-05-13
ENERGY SELECT SECTOR SPDR ETF P 2020-04-09 2020-04-14
(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 7,600   4,443 3,157
b 19,811   15,010 4,801
c 36,362   35,693 669
d 18,412   21,726 -3,314
e 11,701   10,808 893
10,991   8,863 2,128
19,358   18,234 1,124
28,034   29,182 -1,148
16,450   15,348 1,102
11,469   10,256 1,213
3,550   3,269 281
8,769   7,626 1,143
7,159   6,717 442
11,099   10,287 812
9,883   12,537 -2,654
4,148   2,998 1,150
16,510   8,307 8,203
12,100   12,126 -26
19,244   21,064 -1,820
9,022   5,117 3,905
8,180   10,810 -2,630
30,757   25,009 5,748
31,855   35,126 -3,271
6,163   5,338 825
48,368   45,540 2,828
8,685   5,959 2,726
11,006   8,554 2,452
12,159   6,799 5,360
5,261   6,096 -835
7,392   8,106 -714
23,150   17,727 5,423
10,324   10,561 -237
16,020   18,350 -2,330
10,645   9,743 902
5,196   5,126 70
17,748   14,613 3,135
6,821   5,809 1,012
37,618   36,232 1,386
14,799   17,318 -2,519
12,354   16,404 -4,050
8,295   6,953 1,342
1,834   842 992
2,793   2,315 478
6,839   6,362 477
9,179   5,871 3,308
9,739   10,107 -368
4,794   3,848 946
8,634   8,404 230
5,539   5,338 201
12,092   11,568 524
4,565   2,979 1,586
14,295   10,006 4,289
7,295   3,550 3,745
11,252   12,415 -1,163
9,039   7,032 2,007
17,176   17,460 -284
25,810   23,606 2,204
12,893   12,506 387
23,054   25,006 -1,952
5,196   4,693 503
15,198   14,613 585
23,879   23,237 642
13,585   12,413 1,172
16,084   13,716 2,368
7,412   8,706 -1,294
18,664   14,146 4,518
9,254   8,948 306
18,622   15,108 3,514
20,517   16,680 3,837
23,505   17,614 5,891
6,956   7,174 -218
9,011   10,438 -1,427
21,585   18,753 2,832
33,235   32,196 1,039
12,092   11,867 225
4,611   2,979 1,632
28,099   23,038 5,061
15,762   8,283 7,479
24,386   28,596 -4,210
9,039   9,273 -234
40,077   36,339 3,738
31,927   32,769 -842
21,010   22,419 -1,409
25,113   26,265 -1,152
10,720   9,198 1,522
13,335   14,805 -1,470
34,371   33,935 436
9,075   9,344 -269
15,360   8,668 6,692
7,412   10,050 -2,638
10,369   7,236 3,133
27,496   27,679 -183
30,849   32,964 -2,115
13,806   11,120 2,686
6,214   6,595 -381
11,130   11,083 47
2,575   2,628 -53
18,990   15,002 3,988
32,597   36,331 -3,734
30,852   32,687 -1,835
20,750   13,107 7,643
4,683   3,674 1,009
11,258   5,828 5,430
8,613   9,697 -1,084
16,749   12,762 3,987
9,823   9,674 149
20,594   15,829 4,765
16,920   18,303 -1,383
31,217   33,086 -1,869
5,360   4,693 667
8,668   9,641 -973
9,862   10,834 -972
9,075   9,690 -615
18,432   9,613 8,819
17,100   16,656 444
7,660   6,400 1,260
10,999   11,769 -770
13,412   10,486 2,926
23,513   27,571 -4,058
18,642   17,853 789
16,521   16,625 -104
3,905   3,942 -37
27,754   36,251 -8,497
17,759   20,949 -3,190
10,284   11,459 -1,175
23,569   13,107 10,462
14,050   14,454 -404
18,969   11,657 7,312
10,962   11,858 -896
13,575   10,635 2,940
2,456   2,115 341
27,162   29,931 -2,769
15,510   16,287 -777
23,445   24,619 -1,174
10,636   8,630 2,006
222   247 -25
15,779   16,806 -1,027
19,128   18,688 440
11,826   6,409 5,417
2,850   2,902 -52
723   604 119
22,454   23,747 -1,293
13,412   13,295 117
34,471   29,876 4,595
12,640   11,902 738
18,752   13,847 4,905
6,743   6,570 173
34,318   31,560 2,758
9,141   9,858 -717
850,063   850,063  
7,341   8,738 -1,397
16,367   12,859 3,508
8,856   9,944 -1,088
12,779   12,705 74
18,397   12,762 5,635
14,734   12,547 2,187
10,106   10,768 -662
38,069   38,479 -410
15,630   17,011 -1,381
5,318   4,599 719
17,074   19,740 -2,666
1,972   2,553 -581
30,088   29,412 676
23,875   12,017 11,858
14,937   13,917 1,020
1,445   1,208 237
2,245   2,437 -192
2,235   1,492 743
15,081   13,847 1,234
29,161   30,410 -1,249
15,240   13,527 1,713
4,560   6,059 -1,499
19,693   21,000 -1,307
9,992   8,977 1,015
14,895   16,503 -1,608
28,108   22,451 5,657
33,728   23,882 9,846
13,284   14,318 -1,034
852   847 5
9,501   9,860 -359
9,823   9,374 449
6,316   6,997 -681
24,542   30,393 -5,851
13,675   13,677 -2
11,102   9,095 2,007
37,180   37,393 -213
19,724   19,125 599
29,159   31,362 -2,203
12,597   13,910 -1,313
11,545   8,774 2,771
7,226   6,932 294
11,431   12,186 -755
12,001   7,460 4,541
9,006   7,469 1,537
33,359   37,538 -4,179
29,267   27,054 2,213
9,120   11,819 -2,699
9,506   8,655 851
999   330 669
10,475   7,682 2,793
19,676   16,089 3,587
21,826   25,440 -3,614
5,535   5,998 -463
14,709   14,738 -29
23,753   24,557 -804
14,582   10,577 4,005
23,105   22,883 222
33,927   34,413 -486
29,697   29,321 376
5,551   4,315 1,236
7,886   6,941 945
11,834   11,590 244
1,944   2,293 -349
6,298   5,548 750
936   711 225
289   242 47
12,978   14,623 -1,645
12,025   8,952 3,073
26,242   18,085 8,157
40,255   42,063 -1,808
34,338   37,202 -2,864
12,769   11,554 1,215
9,506   9,606 -100
4,996   5,546 -550
4,874   2,520 2,354
15,871   11,225 4,646
16,371   18,172 -1,801
17,000   17,898 -898
11,032   11,384 -352
33,725   32,438 1,287
17,427   16,923 504
28,620   25,727 2,893
35,754   37,958 -2,204
25,172   24,627 545
10,822   7,416 3,406
19,716   19,239 477
11,834   14,158 -2,324
972   1,146 -174
11,201   8,966 2,235
21,772   21,141 631
8,168   5,425 2,743
6,285   8,141 -1,856
14,397   11,936 2,461
3,280   2,590 690
13,418   13,773 -355
10,822   10,839 -17
4,672   4,952 -280
9,506   8,146 1,360
5,800   6,178 -378
4,874   3,069 1,805
9,151   9,029 122
22,360   15,841 6,519
9,676   9,340 336
23,299   21,496 1,803
12,647   12,781 -134
30,979   30,409 570
27,958   35,921 -7,963
12,681   12,537 144
24,884   25,438 -554
8,446   7,416 1,030
13,801   13,346 455
3,640   5,107 -1,467
4,860   5,732 -872
4,481   3,699 782
26,046   28,066 -2,020
4,901   3,623 1,278
10,475   13,638 -3,163
34,378   28,297 6,081
11,895   9,042 2,853
18,826   19,416 -590
32,466   30,211 2,255
17,516   16,168 1,348
19,362   16,292 3,070
31,323   31,712 -389
13,727   14,150 -423
17,301   9,877 7,424
4,838   5,297 -459
7,766   7,369 397
23,449   26,575 -3,126
8,501   9,186 -685
23,284   26,316 -3,032
12,681   12,031 650
7,110   7,753 -643
4,223   3,757 466
1,972   1,735 237
11,763   14,929 -3,166
1,944   2,293 -349
12,161   8,966 3,195
13,582   14,280 -698
16,337   11,001 5,336
21,060   22,168 -1,108
11,459   9,922 1,537
16,809   15,656 1,153
6,153   6,864 -711
29,099   31,484 -2,385
17,516   13,916 3,600
10,012   10,366 -354
28,419   28,220 199
13,727   13,110 617
10,380   5,643 4,737
8,550   7,005 1,545
13,417   12,443 974
7,409   7,416 -7
11,902   13,104 -1,202
11,034   8,371 2,663
12,681   12,801 -120
32,235   34,179 -1,944
12,929   11,271 1,658
3,984   3,389 595
5,881   7,660 -1,779
34,232   32,040 2,192
16,235   17,156 -921
7,989   8,473 -484
1,634   975 659
9,307   8,741 566
30,350   33,060 -2,710
8,404   5,117 3,287
23,073   25,199 -2,126
27,741   29,699 -1,958
9,134   6,958 2,176
26,032   23,091 2,941
8,526   9,179 -653
18,977   17,480 1,497
14,821   9,877 4,944
8,065   7,005 1,060
6,708   6,231 477
28,579   25,734 2,845
14,178   15,225 -1,047
34,462   38,599 -4,137
25,314   24,062 1,252
32,941   33,338 -397
17,238   13,076 4,162
7,968   6,941 1,027
7,842   8,933 -1,091
34,232   28,942 5,290
35,717   37,571 -1,854
19,125   19,320 -195
16,187   8,779 7,408
9,307   7,705 1,602
6,070   6,793 -723
13,447   8,998 4,449
29,097   29,546 -449
782   919 -137
9,711   6,958 2,753
24,652   22,294 2,358
5,684   6,252 -568
11,006   10,413 593
15,840   13,828 2,012
29,809   35,238 -5,429
25,360   22,397 2,963
13,190   11,098 2,092
13,440   13,322 118
32,454   32,152 302
24,334   23,022 1,312
5,734   5,126 608
10,649   9,495 1,154
7,968   6,698 1,270
31,957   31,345 612
11,099   11,069 30
23,012   24,790 -1,778
10,369   6,932 3,437
1,799   923 876
6,515   5,401 1,114
9,622   10,488 -866
7,218   3,914 3,304
16,321   21,621 -5,300
9,464   8,560 904
14,820   10,437 4,383
12,326   11,527 799
23,772   24,878 -1,106
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       3,157
b       4,801
c       669
d       -3,314
e       893
      2,128
      1,124
      -1,148
      1,102
      1,213
      281
      1,143
      442
      812
      -2,654
      1,150
      8,203
      -26
      -1,820
      3,905
      -2,630
      5,748
      -3,271
      825
      2,828
      2,726
      2,452
      5,360
      -835
      -714
      5,423
      -237
      -2,330
      902
      70
      3,135
      1,012
      1,386
      -2,519
      -4,050
      1,342
      992
      478
      477
      3,308
      -368
      946
      230
      201
      524
      1,586
      4,289
      3,745
      -1,163
      2,007
      -284
      2,204
      387
      -1,952
      503
      585
      642
      1,172
      2,368
      -1,294
      4,518
      306
      3,514
      3,837
      5,891
      -218
      -1,427
      2,832
      1,039
      225
      1,632
      5,061
      7,479
      -4,210
      -234
      3,738
      -842
      -1,409
      -1,152
      1,522
      -1,470
      436
      -269
      6,692
      -2,638
      3,133
      -183
      -2,115
      2,686
      -381
      47
      -53
      3,988
      -3,734
      -1,835
      7,643
      1,009
      5,430
      -1,084
      3,987
      149
      4,765
      -1,383
      -1,869
      667
      -973
      -972
      -615
      8,819
      444
      1,260
      -770
      2,926
      -4,058
      789
      -104
      -37
      -8,497
      -3,190
      -1,175
      10,462
      -404
      7,312
      -896
      2,940
      341
      -2,769
      -777
      -1,174
      2,006
      -25
      -1,027
      440
      5,417
      -52
      119
      -1,293
      117
      4,595
      738
      4,905
      173
      2,758
      -717
       
      -1,397
      3,508
      -1,088
      74
      5,635
      2,187
      -662
      -410
      -1,381
      719
      -2,666
      -581
      676
      11,858
      1,020
      237
      -192
      743
      1,234
      -1,249
      1,713
      -1,499
      -1,307
      1,015
      -1,608
      5,657
      9,846
      -1,034
      5
      -359
      449
      -681
      -5,851
      -2
      2,007
      -213
      599
      -2,203
      -1,313
      2,771
      294
      -755
      4,541
      1,537
      -4,179
      2,213
      -2,699
      851
      669
      2,793
      3,587
      -3,614
      -463
      -29
      -804
      4,005
      222
      -486
      376
      1,236
      945
      244
      -349
      750
      225
      47
      -1,645
      3,073
      8,157
      -1,808
      -2,864
      1,215
      -100
      -550
      2,354
      4,646
      -1,801
      -898
      -352
      1,287
      504
      2,893
      -2,204
      545
      3,406
      477
      -2,324
      -174
      2,235
      631
      2,743
      -1,856
      2,461
      690
      -355
      -17
      -280
      1,360
      -378
      1,805
      122
      6,519
      336
      1,803
      -134
      570
      -7,963
      144
      -554
      1,030
      455
      -1,467
      -872
      782
      -2,020
      1,278
      -3,163
      6,081
      2,853
      -590
      2,255
      1,348
      3,070
      -389
      -423
      7,424
      -459
      397
      -3,126
      -685
      -3,032
      650
      -643
      466
      237
      -3,166
      -349
      3,195
      -698
      5,336
      -1,108
      1,537
      1,153
      -711
      -2,385
      3,600
      -354
      199
      617
      4,737
      1,545
      974
      -7
      -1,202
      2,663
      -120
      -1,944
      1,658
      595
      -1,779
      2,192
      -921
      -484
      659
      566
      -2,710
      3,287
      -2,126
      -1,958
      2,176
      2,941
      -653
      1,497
      4,944
      1,060
      477
      2,845
      -1,047
      -4,137
      1,252
      -397
      4,162
      1,027
      -1,091
      5,290
      -1,854
      -195
      7,408
      1,602
      -723
      4,449
      -449
      -137
      2,753
      2,358
      -568
      593
      2,012
      -5,429
      2,963
      2,092
      118
      302
      1,312
      608
      1,154
      1,270
      612
      30
      -1,778
      3,437
      876
      1,114
      -866
      3,304
      -5,300
      904
      4,383
      799
      -1,106
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 2 276,498
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 3 223,883
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,946
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,946
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,946
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,446
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 ofbulletSTEPHEN STUART Telephone no.bullet (407) 420-9005

    Located atbullet107 HICKORY CREEK DRIVEBRANDONFL ZIP+4bullet33511
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    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
    GALE STUART VICE PRES
    000.00
    0 0 0
    2602 HARROWDEN DRIVE
    AUSTIN,TX78727
    STEPHEN STUART PRESIDENT
    000.00
    0 0 0
    107 HICKORY CREEK DRIVE
    BRANDON,FL33511
    TONJA STUART TREASURER
    000.00
    0 0 0
    107 HICKORY CREEK DR
    BRANDON,FL33511
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,190,146
    b
    Average of monthly cash balances.......................
    1b
    166,274
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,356,420
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,356,420
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,346
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,336,074
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    66,804
    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
    66,804
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,946
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,946
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    62,858
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    62,858
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    62,858
    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
    137,800
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    137,800
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    137,800
    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 62,858
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 83,348
    b From 2016...... 136,992
    c From 2017...... 61,563
    d From 2018...... 92,233
    e From 2019...... 83,096
    fTotal of lines 3a through e........ 457,232
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 137,800
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 62,858
    e Remaining amount distributed out of corpus 74,942
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 532,174
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    83,348
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    448,826
    10 Analysis of line 9:
    a Excess from 2016.... 136,992
    b Excess from 2017.... 61,563
    c Excess from 2018.... 92,233
    d Excess from 2019.... 83,096
    e Excess from 2020.... 74,942
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BEYOND THE BABY BLUES
    PO BOX 6579
    EVANSTON,IL60204
    NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    FRONT STEPS
    500 E 7TH STREET
    AUSTIN,TX78701
    NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    WOMEN OF ATT
    3033 CHAIN BRIDGE RD
    OAKTON,VA22124
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    MEALS ON WHEELS CENTRAL TEXAS
    3227 E 5TH ST
    AUSTIN,TX78702
    NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    MISSOURI HISTORY MUSUEM
    5700 LINDELL BLVD
    ST LOUIS,MO63112
    NONE 509(A)(1) OPERATIONAL SUPPORT 30,000
    THE HOOVER INSTITUTE
    434 GALVEZ MALL
    STANFORD,CA94305
    NONE 509(A)(1) OPERATIONAL SUPPORT 50,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DR
    AUSTIN,TX78744
    NONE 509(A)(1) OPERATIONAL SUPPORT 15,000
    A KITTEN PLACE
    PO BOX 6271
    BRANDON,FL32508
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    EXPERIMENTAL AIRCRAFT ASSOCIATION
    15464 HWY 471 W
    SAN ANTONIO,TX78253
    NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA ST STE 40
    LOS ANGELES,CA90012
    NONE 509(A)(1) WILDFIRE FUND 5,000
    Total .................................bullet 3a 137,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 264  
    4 Dividends and interest from securities....     14 12,139  
    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 ............
        14 276,498  
    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)..   288,901  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,901
    (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:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SBM, CPAS - 990PF PREPARATION 1,350 1,050   300

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    WELLS FARGO & CO 2.75XXX MATURED 2018-12 PURCHASE 2020-01   100,000 100,000        

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 1,250,013 1,428,761

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CERTIFICATES OF DEPOSIT AT COST    

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT FEES 3,935 3,935    


    TY 2020 TaxesSchedule
    Name:
    THE STUART FOUNDATION INC
    EIN:
    20-3218089
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990 PF 419