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
COLTMAN THOMAS J FOUNDATION TA
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

38-3709319
B Telephone number (see instructions)

(440) 788-4479
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$3,173,633J 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... 50,885 50,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 81,822
b Gross sales price for all assets on line 6a 605,984
7 Capital gain net income (from Part IV, line 2)... 81,822
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........ 132,707 132,705  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,135 31,601   10,534
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 750 0 0 750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,074 586   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 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,159 32,187 0 11,484
25 Contributions, gifts, grants paid....... 121,500 121,500
26 Total expenses and disbursements. Add lines 24 and 25 168,659 32,187 0 132,984
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -35,952
b Net investment income (if negative, enter -0-) 100,518
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.........   164,812 164,812
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)   Click to see attachment60,326 73,812
b Investments—corporate stock (attach schedule).......   Click to see attachment743,043 1,083,530
c Investments—corporate bonds (attach schedule).......   Click to see attachment672,143 733,016
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,572,435 Click to see attachment890,904 1,113,213
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment5,250 Click to see attachment5,250
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,572,435 2,536,478 3,173,633
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........ 2,572,435 2,536,478
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)..... 2,572,435 2,536,478
30 Total liabilities and net assets/fund balances (see instructions). 2,572,435 2,536,478
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,572,435
2
Enter amount from Part I, line 27a .....................
2
-35,952
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,536,483
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,536,478
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 2. AMAZON COM INC   2017-01-17 2020-01-06
b 100000. AMERICAN EXPRESS CREDIT DTD 9/14/2015 1.38600% 9/14/2020   2018-01-24 2020-08-14
c 29. AMERICAN TOWER CORP   2017-01-17 2020-01-06
d 2. AMERICAN TOWER CORP   2017-01-17 2020-07-02
e 14. AMERIPRISE FINANCIAL INC   2017-12-18 2020-01-06
1. AMERIPRISE FINANCIAL INC   2017-12-18 2020-12-22
19. AMPHENOL CORP   2018-11-21 2020-01-06
1. AMPHENOL CORP   2018-11-21 2020-07-02
23. APPLE INC   2015-02-19 2020-01-06
1. APPLE INC   2015-02-19 2020-07-02
1. APPLE INC   2019-10-23 2020-12-22
5. ARISTA NETWORKS INC   2019-10-23 2020-05-22
26. ARISTA NETWORKS INC   2019-10-23 2020-10-16
121. BANK OF AMERICA CORP   2017-12-18 2020-01-06
9. BANK OF AMERICA CORP   2017-12-18 2020-07-02
1. BANK OF AMERICA CORP   2017-12-18 2020-12-22
2210. BLACKROCK FLOATING RATE INCOME PORTF $0.493   2014-01-17 2020-07-16
1. BOOKING HOLDINGS INC   2017-12-18 2020-01-06
20. CMS ENERGY CORP   2014-01-17 2020-01-06
1. CMS ENERGY CORP   2014-01-17 2020-07-02
129. CMS ENERGY CORP   2014-01-17 2020-10-16
139. CAMECO CORP   2019-10-23 2020-01-06
21. CAMECO CORP   2018-10-12 2020-07-02
4. CAMECO CORP   2018-10-12 2020-12-22
89. CARRIER GLOBAL CORP   2009-09-16 2020-05-22
39. COCA COLA CO   2017-12-18 2020-01-06
221. COCA COLA CO   2011-12-23 2020-07-02
32. COMCAST CORP CL A   2018-06-28 2020-01-06
1. COMCAST CORP CL A   2018-06-28 2020-07-02
5. COSTCO WHOLESALE CORP   2018-11-13 2020-01-06
18. DANAHER CORP   2018-03-26 2020-01-06
18. DANAHER CORP   2018-03-26 2020-10-16
29. DANAHER CORP   2018-03-26 2020-12-22
44. DIAMONDBACK ENERGY INC   2020-01-06 2020-05-22
70. DIAMONDBACK ENERGY INC   2017-01-17 2020-05-22
22. WALT DISNEY CO   2018-11-21 2020-01-06
1. WALT DISNEY CO   2020-05-22 2020-07-02
1. WALT DISNEY CO   2018-11-21 2020-12-22
1. DOMINION RES INC VA NEW   2020-10-16 2020-12-22
8. FREEPORT-MCMORAN INC   2020-01-06 2020-07-02
1. FREEPORT-MCMORAN INC   2018-03-26 2020-12-22
50000. GOLDMAN SACHS GROUP INC DTD 7/2/2013 2.28010% 7/15/2020   2016-10-07 2020-07-15
450. HARDING LOEVNER INTL EQUITY PORTF $0.290   2016-04-15 2020-07-16
13. HOME DEPOT INC   2019-10-23 2020-01-06
1. HOME DEPOT INC   2018-11-13 2020-07-02
72. INTEL CORP   2015-02-19 2020-01-06
1. INTEL CORP   2015-02-19 2020-07-02
217. INTEL CORP   2015-02-19 2020-12-22
45. INTUIT   2017-01-17 2020-01-06
3. INTUITIVE SURGICAL INC   2018-11-21 2020-01-06
1. INTUITIVE SURGICAL INC   2018-11-21 2020-07-02
2. INTUITIVE SURGICAL INC   2018-11-21 2020-10-16
800. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND   2008-02-08 2020-07-16
250. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200   2020-01-06 2020-07-16
300. ISHARES CORE MSCI EAFE ETF $1.58000   2020-01-06 2020-07-16
1000. ISHARES CORE MSCI EAFE ETF $1.58000   2018-10-12 2020-07-16
32. JP MORGAN CHASE & CO   2010-09-27 2020-01-06
1. JP MORGAN CHASE & CO   2019-10-23 2020-07-02
5. MARKETAXESS HOLDINGS INC   2018-11-13 2020-01-06
12. MASTERCARD INC   2014-01-17 2020-01-06
1. MASTERCARD INC   2014-01-17 2020-07-02
9. MCDONALDS CORP   2011-12-23 2020-01-06
51. MCDONALDS CORP   2011-12-23 2020-05-22
21. MERCK & CO INC   2019-10-23 2020-01-06
1. MERCK & CO INC   2019-10-23 2020-07-02
1. MERCK & CO INC   2019-10-23 2020-12-22
47. MICROSOFT CORP   2015-02-19 2020-01-06
1. MICROSOFT CORP   2015-02-19 2020-07-02
72. MICROSOFT CORP   2015-02-19 2020-10-16
36. MONDELEZ INTERNATIONAL INC   2017-12-18 2020-01-06
1. MONDELEZ INTERNATIONAL INC   2019-10-23 2020-07-02
12. NEXTERA ENERGY INC   2018-11-21 2020-01-06
1. NEXTERA ENERGY INC   2018-11-21 2020-07-02
12. NORTHERN TR CORP   2018-11-21 2020-01-06
78. NORTHERN TR CORP   2018-11-21 2020-05-22
7. NVIDIA CORP   2020-01-06 2020-07-02
.5 OTIS WORLDWIDE CORP   2009-09-16 2020-04-03
44. OTIS WORLDWIDE CORP   2009-09-16 2020-05-22
18. OWENS CORNING INC   2019-10-23 2020-01-06
1. OWENS CORNING INC   2019-10-23 2020-07-02
16. PNC FINANCIAL SERVICES GROUP   2017-12-18 2020-01-06
79. PNC FINANCIAL SERVICES GROUP   2017-03-16 2020-05-22
380. PARSLEY ENERGY INC   2018-05-04 2020-01-06
7. PIONEER NATURAL RESOURCES CO   2017-12-18 2020-01-06
48. PIONEER NATURAL RESOURCES CO   2017-06-28 2020-05-22
5. PROCTER & GAMBLE CO COM   2017-12-18 2020-01-06
15. PROCTER & GAMBLE CO COM   2019-10-23 2020-01-06
1. PROCTER & GAMBLE CO COM   2017-12-18 2020-07-02
41. PROLOGIS INC   2017-12-18 2020-01-06
59. PROLOGIS INC   2017-12-18 2020-05-22
4. RAYTHEON TECHNOLOGIES CORP   2009-09-16 2020-07-02
41. REPUBLIC SERVICES INC   2014-01-17 2020-01-06
1. REPUBLIC SERVICES INC   2014-01-17 2020-07-02
128. REPUBLIC SERVICES INC   2012-03-21 2020-10-16
7. ROPER TECHNOLOGIES INC   2015-02-19 2020-01-06
1. SHERWIN WILLIAMS CO COM   2017-01-17 2020-07-02
7. THERMO FISHER SCIENTIFIC INC   2009-09-16 2020-01-06
1. THERMO FISHER SCIENTIFIC INC   2009-09-16 2020-07-02
8. THERMO FISHER SCIENTIFIC INC   2009-09-16 2020-10-16
15. THERMO FISHER SCIENTIFIC INC   2009-09-16 2020-12-22
16. UNITED TECHNOLOGIES CORP   2009-09-16 2020-01-06
11. V F CORP   2018-11-21 2020-01-06
1. V F CORP   2018-11-21 2020-07-02
73. V F CORP   2018-11-21 2020-08-03
24. VERIZON COMMUNICATIONS INC   2009-09-16 2020-01-06
1. VERIZON COMMUNICATIONS INC   2009-09-16 2020-07-02
130. VERIZON COMMUNICATIONS INC   2009-09-16 2020-08-03
14. VERTEX PHARMACEUTICALS INC   2019-10-23 2020-01-06
61. VERTEX PHARMACEUTICALS INC   2019-10-23 2020-12-22
20. WESTERN DIGITAL CORP   2019-10-23 2020-01-06
1. WESTERN DIGITAL CORP   2019-10-23 2020-07-02
109. WESTERN DIGITAL CORP   2019-10-23 2020-10-16
21. XYLEM INC   2019-05-31 2020-01-06
1. XYLEM INC   2019-05-31 2020-07-02
20. ZOETIS INC   2018-11-21 2020-01-06
25. ZOETIS INC   2018-11-21 2020-10-16
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(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 3,784   1,619 2,165
b 100,000   101,883 -1,883
c 6,630   3,864 2,766
d 527   210 317
e 2,332   2,314 18
187   163 24
2,033   1,617 416
96   85 11
6,855   2,961 3,894
368   129 239
134   60 74
1,109   1,220 -111
5,798   6,313 -515
4,214   3,570 644
211   266 -55
30   30  
20,973   23,293 -2,320
2,048   1,784 264
1,251   533 718
60   27 33
8,361   3,437 4,924
1,277   1,289 -12
214   242 -28
53   46 7
1,743   943 800
2,129   1,795 334
9,930   8,462 1,468
1,425   1,042 383
40   33 7
1,456   1,178 278
2,776   1,758 1,018
4,081   1,758 2,323
6,486   2,833 3,653
1,831   4,147 -2,316
2,913   7,010 -4,097
3,181   2,494 687
113   118 -5
171   113 58
74   81 -7
93   103 -10
24   18 6
50,000   50,000  
10,724   7,898 2,826
2,836   3,060 -224
250   176 74
4,306   2,467 1,839
59   34 25
9,936   7,434 2,502
11,920   5,218 6,702
1,781   1,471 310
581   490 91
1,437   980 457
27,943   31,493 -3,550
15,522   16,418 -896
17,781   19,587 -1,806
59,269   59,683 -414
4,401   1,260 3,141
93   124 -31
1,850   1,040 810
3,584   998 2,586
304   83 221
1,823   898 925
9,384   5,089 4,295
1,923   1,719 204
79   82 -3
78   82 -4
7,437   3,921 3,516
208   43 165
15,866   3,129 12,737
1,951   1,582 369
52   53 -1
2,900   2,137 763
247   178 69
1,260   1,163 97
5,711   7,562 -1,851
2,713   1,648 1,065
23   16 7
2,285   1,398 887
1,167   1,114 53
54   62 -8
2,532   2,341 191
8,114   10,710 -2,596
7,540   11,924 -4,384
1,088   1,119 -31
4,393   7,621 -3,228
614   461 153
1,843   1,853 -10
122   92 30
3,661   2,703 958
5,102   3,854 1,248
249   141 108
3,699   1,317 2,382
81   32 49
12,016   4,014 8,002
2,510   1,171 1,339
583   285 298
2,264   1,276 988
366   46 320
3,747   365 3,382
6,911   684 6,227
2,446   990 1,456
1,088   824 264
62   75 -13
4,371   5,471 -1,100
1,446   1,143 303
55   28 27
7,433   3,698 3,735
3,105   2,657 448
14,215   11,576 2,639
1,264   1,146 118
43   57 -14
4,126   6,244 -2,118
1,671   1,558 113
65   74 -9
2,665   1,769 896
4,104   2,212 1,892
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      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
      3,641
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       2,165
b       -1,883
c       2,766
d       317
e       18
      24
      416
      11
      3,894
      239
      74
      -111
      -515
      644
      -55
       
      -2,320
      264
      718
      33
      4,924
      -12
      -28
      7
      800
      334
      1,468
      383
      7
      278
      1,018
      2,323
      3,653
      -2,316
      -4,097
      687
      -5
      58
      -7
      -10
      6
       
      2,826
      -224
      74
      1,839
      25
      2,502
      6,702
      310
      91
      457
      -3,550
      -896
      -1,806
      -414
      3,141
      -31
      810
      2,586
      221
      925
      4,295
      204
      -3
      -4
      3,516
      165
      12,737
      369
      -1
      763
      69
      97
      -1,851
      1,065
      7
      887
      53
      -8
      191
      -2,596
      -4,384
      -31
      -3,228
      153
      -10
      30
      958
      1,248
      108
      2,382
      49
      8,002
      1,339
      298
      988
      320
      3,382
      6,227
      1,456
      264
      -13
      -1,100
      303
      27
      3,735
      448
      2,639
      118
      -14
      -2,118
      113
      -9
      896
      1,892
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 81,822
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,397
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,397
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,397
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,996
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 3,996
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,599
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,400 RefundedBullet 11 1,199
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)
    bulletOH
    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 addressbullet  
    14
    The books are in care ofbulletKEYBANK NA Telephone no.bullet (216) 813-4560

    Located atbullet4900 TIEDEMAN RD OH-01-49-0150BROOKLYNOH ZIP+4bullet441442302
    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
    KEYBANK N A TRUSTEE
    4     		42,135    
    127 PUBLIC SQUARE
    CLEVELAND,OH44114
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,999,209
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,999,209
    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
    2,999,209
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    44,988
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,954,221
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    147,711
    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
    147,711
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,397
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,397
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    146,314
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    146,314
    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
    146,314
    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
    132,984
    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
    132,984
    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
    132,984
    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 7 146,314
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 917
    e From 2019...... 2,581
    fTotal of lines 3a through e........ 3,498
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 132,984
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 132,984
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 3,498 3,498
    (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 ..........     		9,832
    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).)
    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
    CITY OF LAKEWOOD
    12650 DETROIT AVE
    LAKEWOOD,OH44107     		NONE GOV THEMAL IMAGING CAMARAS FOR 1,000
    AMERICA SCORES
    3621 PERKINS AVE
    CLEVELAND,OH44114     		NONE PC FOR EXEMPT PURPOSE OF 2,000
    ROCKY RIVER FIRE DEPARTMENT
    21012 HILLIARD BLVD
    ROCKY RIVER,OH44116     		NONE PC GENERAL EXPENSES 1,000
    FUTURE CONNECTIONS
    UNIVERSITY CIRCLE
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106     		NONE PC GENERAL PURPOSE 2,000
    GIRLS ON THE RUN
    P O BOX 30667
    CHARLOTTE,NC28230     		NONE PC GENERAL PURPOSE 1,000
    DAVIS AEROSPACE AND MARITIME HIGH SCHOOL
    1440 LAKESIDE AVE E
    CLEVELAND,OH44114     		NONE PC FOR EXEMPT PURPOSE OF 3,000
    ROCKY RIVER COMMUNITY POLICE ALUMNI
    P O BOX 16192
    ROCKY RIVER,OH44116     		NONE PC FOR EXEMPT PURPOSE OF 1,000
    CONSTELLATION SCHOOLS
    7667 DAY DR
    PARMA,OH44129     		NONE PC FOR EXEMPT PURPOSE OF 3,000
    ST EDWARD HIGH SCHOOL
    13500 DETROIT AVE
    LAKEWOOD,OH44107     		NONE PC FOR EXEMPT PURPOSE OF 5,000
    MAGNIFICAT HIGH SCHOOL
    20770 HILLIARD BLVD
    ROCKY RIVER,OH44116     		NONE PC FOR EDUCATIONAL PURPOSE 18,000
    LAWRENCE SCHOOL
    1551 E WALLINGS RD
    BROADVIEW HEIGHTS,OH44147     		NONE PC SUPPORT 5,000
    SEEDS OF LITERACY
    ATTN JO STEGERWALD
    3104 W 25TH ST 3RD FL
    CLEVELAND,OH44109     		NONE PC SUPPORT 2,000
    CLEVELAND INSTITUTE OF ART
    11610 EUCLID AVE
    CLEVELAND,OH44106     		NONE PC SUPPORT 1,000
    THE CITY MISSION
    310 CARNEGIE AVE
    CLEVELAND,OH44103     		NONE PC SUPPORT 4,000
    WEST SIDE CATHOLIC CENTER
    3135 LORAIN AVE
    CLEVELAND,OH44113     		NONE PC GENERAL SUPPORT OF LOCAL 3,000
    CLEVELAND INTERNATIONAL FILM
    737 CANAL RD
    CLEVELAND,OH441133434     		NONE PC GENERAL SUPPORT OF 7,500
    METRO CATHOLIC SCHOOL CCLEVELAND
    3555 WEST 54TH ST
    CLEVELAND,OH44102     		NONE PC GENERAL SUPPORT OF LOCAL 10,000
    PROVIDENCE HOUSE
    2050 WEST 32ND STREET
    CLEVELAND,OH44113     		NONE PC SUPPORT 5,000
    ST AUGUSTINE
    2486 WEST 14TH STREET
    CLEVELAND,OH44113     		NONE PC SUPPORT 5,000
    HUNGER NETWORK OF GREAT CLEVE
    614 W SUPERIOR AVE SUITE 744
    CLEVELAND,OH44113     		NONE PC SUPPORT 5,000
    RENEE JONES EMPOWERMENT CNTR
    1340 WEST 65TH STREET
    CLEVELAND,OH44102     		NONE PC SUPPORT 4,000
    BECK CENTER
    17801 DETROIT AVENEUE
    LAKEWOOD,OH44107     		NONE PC SUPPORT 3,000
    ST MALACHI PARISH
    2459 WASHINGTON AVE
    CLEVELAND,OH44113     		NONE PC SUPPORT 5,000
    GIGI'S PLAYHOUSE
    15316 DETROIT AVE
    LAKEWOOD,OH44107     		NONE PC SUPPORT 5,000
    CLEVELAND KID'S BOOK BANK
    3635 PERKINS AVE 1E
    CLEVELAND,OH44114     		NONE PC SUPPORT 1,000
    SAM'S HOUSE
    1003 WEST 4TH STREET
    MORRIS,MN56267     		NONE PC SUPPORT 2,000
    WELCOME HOUSE INC
    1991 LEE RD
    CLEVELAND,OH44118     		NONE PC SUPPORT 2,500
    SPARK VENTURES
    PO BOX 641004
    CHICAGO,IL60664     		NONE PC SUPPORT 2,000
    SHANEROCK CHARITIES
    1911 WEST 30 TH ST
    CLEVELAND,OH44113     		NONE PC SUPPORT 2,500
    HOUSE OF CHAMPION
    2066 W 47TH STREET
    CLEVELAND,OH44102     		NONE PC SUPPORT 10,000
    Total .................................bullet 3a 121,500
    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 ...........     		         
    4 Dividends and interest from securities....     14 50,885  
    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 81,822  
    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)..   132,707  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    132,707
    (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:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 750     750

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Name of Bond End of Year Book Value End of Year Fair Market Value
    172967LR0 CITIGROUP INC SENIOR 50,322 50,365
    949746RT0 WELLS FARGO & CO SEN 50,064 50,109
    166764BF6 CHEVRON CORP SENIOR 102,598 100,330
    464287176 ISHARES BARCLAYS TIP 164,516 191,475
    46434V613 ISHARES CORE TOTAL U 261,715 285,181
    74256W584 PRINCIPAL MIDCAP FUN 42,928 55,556

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Name of Stock End of Year Book Value End of Year Fair Market Value
    378690820 GLENMEDE SMALL CAP E 9,247 11,053
    00770G847 JOHCM INTERNATIONAL 75,000 101,811
    02079K305 ALPHABET INC COM CL 25,210 47,321
    037833100 APPLE INC COM 11,678 72,051
    09061G101 BIOMARIN PHARMACEUTI 8,285 8,155
    09260B747 BLACKROCK FLOATING R 20,761 19,740
    13321L108 CAMECO CORP COM 24,327 31,637
    169656105 CHIPOTLE MEXICAN GRI 10,318 13,867
    25746U109 DOMINION ENERGY INC 9,940 9,174
    27826A144 PARAMETRIC VOL RSK P 140,000 156,968
    35671D857 FREEPORT-MCMORAN COP 14,646 25,343
    38142V845 GOLDMAN SACHS INTL E 113,000 124,191
    38246G108 GOODRX HOLDINGS INC 18,027 14,885
    464287507 ISHARES CORE S&P MID 12,259 40,220
    46625H100 JP MORGAN CHASE & CO 13,842 24,397
    500754106 KRAFT HEINZ CO COM 14,090 15,112
    57636Q104 MASTERCARD INC COM C 5,172 27,484
    58933Y105 MERCK & CO INC COM 19,872 20,614
    594918104 MICROSOFT CORP COM 8,752 50,045
    641224415 NEUBERGER BERMAN EME 115,519 148,630
    65339F101 NEXTERA ENERGY INC C 7,897 14,581
    690742101 OWENS CORNING INC CO 11,943 13,334
    75513E101 RAYTHEON TECHNOLOGIE 6,902 10,727
    776696106 ROPER TECHNOLOGIES I 5,520 14,226
    81181C104 SEAGEN INC COM 8,465 7,531
    824348106 SHERWIN WILLIAMS CO 3,985 10,289
    883556102 THERMO FISHER SCIENT 1,322 13,508
    962879102 WHEATON PRECIOUS MET 10,299 8,265
    98419M100 XYLEM INC COM 8,014 10,993
    98978V103 ZOETIS INC COM CL A 8,751 17,378

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    US Government Securities - End of Year Book Value:

    60,326
    US Government Securities - End of Year Fair Market Value:

    73,812
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED      
    023135106 AMAZON COM INC COM AT COST 14,498 42,340
    03027X100 AMERICAN TOWER CORP AT COST 11,600 16,610
    03076C106 AMERIPRISE FINANCIAL AT COST 13,893 18,461
    032095101 AMPHENOL CORP COM CL AT COST 8,939 13,731
    060505104 BANK OF AMERICA CORP AT COST 19,543 21,187
    09857L108 BOOKING HOLDINGS INC AT COST 7,134 8,909
    11135F101 BROADCOM INC COM AT COST 26,538 29,774
    20030N101 COMCAST CORP COM CL AT COST 5,925 9,537
    22160K105 COSTCO WHOLESALE COR AT COST 2,942 13,187
    231021106 CUMMINS INC COM AT COST 15,137 15,216
    235851102 DANAHER CORP DEL COM AT COST 3,448 12,218
    254687106 WALT DISNEY CO COM AT COST 16,127 30,982
    437076102 HOME DEPOT INC COM AT COST 9,841 20,187
    46120E602 INTUITIVE SURGICAL I AT COST 10,204 19,634
    464287655 ISHARES RUSSELL 2000 AT COST 38,530 63,720
    464288687 ISHARES PREFERRED & AT COST 34,870 38,510
    46429B697 ISHARES MSCI USA MIN AT COST 125,491 132,366
    57060D108 MARKETAXESS HOLDINGS AT COST 7,438 19,970
    609207105 MONDELEZ INTERNATION AT COST 9,016 11,869
    67066G104 NVIDIA CORP COM AT COST 12,541 33,421
    701094104 PARKER HANNIFIN CORP AT COST 12,640 17,707
    742718109 PROCTER & GAMBLE CO AT COST 9,288 17,253
    904504842 UNDISCOVERED MGRS BE AT COST 33,000 30,684
    921943858 VANGUARD FTSE DEV MK AT COST 60,368 70,815
    92206C771 VANGUARD MTG-BACKED AT COST 217,844 232,501
    92206C870 VANGUARD INTERM-TERM AT COST 164,109 172,424

    TY 2020 OtherAssetsSchedule
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX JAMES M RAPP $5,250.   5,250 5,250


    TY 2020 OtherDecreasesSchedule
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Description Amount
    ROUNDING 5


    TY 2020 OtherExpensesSchedule
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING/TAXES PAID 200 0   200


    TY 2020 TaxesSchedule
    Name:
    COLTMAN THOMAS J FOUNDATION TA
    EIN:
    38-3709319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 28 28   0
    FEDERAL TAX PAYMENT - PRIOR YE 744 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,744 0   0
    FOREIGN TAXES ON QUALIFIED FOR 543 543   0
    FOREIGN TAXES ON NONQUALIFIED 15 15   0