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
FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

87-0903217
B Telephone number (see instructions)

(877) 446-1410
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$696,783J 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... 18,208 17,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,616
b Gross sales price for all assets on line 6a 580,109
7 Capital gain net income (from Part IV, line 2)... 30,616
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........ 48,824 48,499  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 4,999 2,999   2,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 562 107   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 31 27   4
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,092 3,133 0 4,504
25 Contributions, gifts, grants paid....... 210,500 210,500
26 Total expenses and disbursements. Add lines 24 and 25 218,592 3,133 0 215,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -169,768
b Net investment income (if negative, enter -0-) 45,366
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............. 967 693 693
2 Savings and temporary cash investments......... 7,517 25,227 25,227
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 138,734 Click to see attachment110,047 152,417
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............     693
13 Investments—other (attach schedule).......... 622,535 Click to see attachment464,074 517,753
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) 769,753 600,041 696,783
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........ 769,753 600,041
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)..... 769,753 600,041
30 Total liabilities and net assets/fund balances (see instructions). 769,753 600,041
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
769,753
2
Enter amount from Part I, line 27a .....................
2
-169,768
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
501
4
Add lines 1, 2, and 3 ..........................
4
600,486
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
445
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
600,041
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 553.28 AQR DIVERSIFIED ARBITRAGE FUND   2020-03-23 2020-12-14
b 9. AT&T INC   2020-03-30 2020-12-14
c 2. ALPHABET INC SHS CL A   2019-12-10 2020-06-10
d 2. ALPHABET INC SHS CL A   2019-12-10 2020-12-14
e 3. AMAZON COM INC   2018-09-24 2020-06-10
1. AMAZON COM INC   2018-09-24 2020-12-14
10.35 AMERICAN BALANCED FUND   2019-12-18 2020-03-23
149.89 AMERICAN BALANCED FUND   2019-07-26 2020-03-23
24.01 AMERICAN BALANCED FUND   2019-07-26 2020-06-10
75.96 AMERICAN BALANCED FUND   2019-07-26 2020-12-14
.13 AMERICAN BALANCED FUND   2020-06-16 2020-12-14
1. AMERICAN TOWER REIT INC   2018-09-24 2020-03-23
3. AMERICAN TOWER REIT INC   2018-09-24 2020-06-10
4. ANTHEM INC   2018-09-24 2020-06-10
10. ANTHEM INC   2018-09-24 2020-12-14
4. ANTHEM INC   2020-03-23 2020-12-14
8. APPLE INC   2017-11-09 2020-06-10
33. APPLE INC   2017-11-09 2020-12-14
76.11 BLACKROCK MID CAP GRWTH   2018-09-24 2020-03-23
93.82 BLACKROCK MID CAP GRWTH   2018-09-24 2020-06-10
104.38 BLACKROCK MID CAP GRWTH   2018-09-24 2020-12-14
3. BLACKROCK INC CL A   2017-11-09 2020-06-10
2. BLACKROCK INC CL A   2017-11-09 2020-12-14
375.49 BLACKROCK STRATEGIC   2020-03-23 2020-12-14
5. BROADCOM INC   2018-09-24 2020-06-10
4. BROADCOM INC   2018-09-24 2020-12-14
4. CVS HEALTH CORP   2019-12-10 2020-06-10
47. CVS HEALTH CORP   2019-12-10 2020-12-14
10. CVS HEALTH CORP   2020-03-23 2020-12-14
9. CISCO SYSTEMS INCORPORATED   2019-12-10 2020-03-23
12. CISCO SYSTEMS INCORPORATED   2019-12-10 2020-06-10
5. CISCO SYSTEMS INCORPORATED   2019-12-10 2020-12-14
24. CITIGROUP INC   2018-09-24 2020-06-10
11. CITIGROUP INC   2018-09-24 2020-12-14
2402.24 COLUMBIA STRATEGIC INCOME FUND   2018-09-24 2020-03-23
142.3 COLUMBIA STRATEGIC INCOME FUND   2018-09-24 2020-12-14
1. COSTCO WHSL CORP NEW   2017-11-13 2020-06-10
1. COSTCO WHSL CORP NEW   2018-09-24 2020-06-10
4. COSTCO WHSL CORP NEW   2020-03-23 2020-06-10
14. COSTCO WHSL CORP NEW   2017-11-09 2020-06-10
7. COSTCO WHSL CORP NEW   2020-03-23 2020-12-14
3. DANAHER CORP   2019-12-10 2020-06-10
1. DANAHER CORP   2020-03-23 2020-12-14
22. DANAHER CORP   2019-12-10 2020-12-14
120.3 DELAWARE EMERGING MARKETS FUND   2018-09-24 2020-03-23
66.76 DELAWARE EMERGING MARKETS FUND   2018-09-24 2020-06-10
132.69 DELAWARE EMERGING MARKETS FUND   2018-09-24 2020-12-14
12. DISNEY (WALT) CO COM STK   2017-11-09 2020-06-10
2. DISNEY (WALT) CO COM STK   2018-09-24 2020-12-14
3. DISNEY (WALT) CO COM STK   2017-11-13 2020-12-14
12. DISNEY (WALT) CO COM STK   2017-11-09 2020-12-14
120. FIRST TRUST US EQUITY OPPORTUNITIES ETF   2019-12-10 2020-03-23
36. FIRST TRUST CAPITAL STRENGTH ETF   2020-06-10 2020-12-14
2. FIRST TR EXCHANGE TRADED   2020-03-23 2020-06-10
57. FIRST TR EXCHANGE TRADED   2018-09-24 2020-06-10
229. FRT TRT VAL INDX   2019-12-10 2020-03-23
50. FRT TRT VAL INDX   2019-12-10 2020-06-10
6. FIRST TRUST CLOUD COMPUTING ETF   2020-03-23 2020-06-10
78. FIRST TRUST CLOUD COMPUTING ETF   2018-09-24 2020-06-10
8. FIRST TRUST CLOUD COMPUTING ETF   2017-11-13 2020-06-10
42. FIRST TRUST CLOUD COMPUTING ETF   2017-11-09 2020-06-10
58. FIRST TRUST LOW DURATION   2020-03-23 2020-12-14
579.99 GUGGENHEIM- TOTAL RETURN BOND FUND   2019-12-10 2020-03-23
305.61 GUGGENHEIM- TOTAL RETURN BOND FUND   2019-12-10 2020-12-14
57.24 HARTFORD GROWTH OPPORTUNITIES FUND/THE   2019-12-10 2020-12-14
284.56 HARTFORD BALANCED INCOME FUND/THE   2017-11-09 2020-03-23
.68 HARTFORD BALANCED INCOME FUND/THE   2017-11-09 2020-03-23
43.67 HARTFORD BALANCED INCOME FUND/THE   2017-11-09 2020-06-10
132.63 HARTFORD BALANCED INCOME FUND/THE   2017-11-09 2020-12-14
145.73 HARTFORD SCHRODERS EMERG   2020-06-10 2020-12-14
4. HILTON WORLDWIDE HOLDINGS INC   2019-12-10 2020-06-10
39. HILTON WORLDWIDE HOLDINGS INC   2019-12-10 2020-12-14
7. HILTON WORLDWIDE HOLDINGS INC   2020-03-23 2020-12-14
2. HONEYWELL INTERNATIONAL INC   2017-11-09 2020-03-23
6. HONEYWELL INTERNATIONAL INC   2017-11-09 2020-06-10
9. HONEYWELL INTERNATIONAL INC   2017-11-09 2020-12-14
11. INVESCO QQQ TRUST SERIES 1   2020-03-23 2020-06-10
14. INVESCO QQQ TRUST SERIES 1   2020-03-23 2020-12-14
12. INVESCO S&P MIDCAP LOW VOLATILITY ETF   2019-12-10 2020-03-23
199. INVESCO S&P MIDCAP LOW VOLATILITY ETF   2019-12-10 2020-06-10
5. J P MORGAN CHASE & CO COM   2017-11-09 2020-06-10
8. J P MORGAN CHASE & CO COM   2017-11-09 2020-12-14
339.18 JOHN HANCOCK DISCIPLINED   2019-12-10 2020-03-23
.19 JOHN HANCOCK DISCIPLINED   2019-12-10 2020-04-16
219. JOHN HANCOCK MULTI-FACTOR MID CAP ETF   2019-12-10 2020-03-23
61. JOHN HANCOCK MULTI-FACTOR MID CAP ETF   2019-12-10 2020-06-10
59. JOHN HANCOCK MULTI-FACTOR MID CAP ETF   2019-12-10 2020-12-14
354.75 JP MORGAN STRATEGIC   2019-12-10 2020-03-23
272.34 JP MORGAN STRATEGIC   2019-12-10 2020-12-14
118.23 JPMORGAN SMALL CAP GROWTH FUND   2020-06-10 2020-12-14
4. HARTFORD MULTIFACTOR   2017-11-13 2020-03-23
152. HARTFORD MULTIFACTOR   2017-11-09 2020-03-23
46. HARTFORD MULTIFACTOR   2017-11-13 2020-06-10
124. HARTFORD MULTIFACTOR   2018-09-24 2020-06-10
3. LOCKHEED MARTIN CORPORATION   2017-11-09 2020-03-23
2. LOCKHEED MARTIN CORPORATION   2017-11-09 2020-06-10
867.55 LORD ABBETT SHORT DURATION INCOME FUND   2019-12-10 2020-03-23
965.96 LORD ABBETT SHORT DURATION INCOME FUND   2019-12-10 2020-12-14
19. LOWES COMPANIES INC COM   2019-12-10 2020-06-10
9. LOWES COMPANIES INC COM   2019-12-10 2020-12-14
9.87 MFS VALUE FUND   2019-12-10 2020-03-23
20. MFS VALUE FUND   2019-12-10 2020-06-10
11. MERCK AND CO INC SHS   2019-12-10 2020-03-23
1. MERCK AND CO INC SHS   2019-12-10 2020-06-10
6. MERCK AND CO INC SHS   2019-12-10 2020-12-14
5. MICROSOFT CORPORATION   2017-11-13 2020-06-10
26. MICROSOFT CORPORATION   2017-11-09 2020-06-10
1. MICROSOFT CORPORATION   2020-03-23 2020-06-10
8. MICROSOFT CORPORATION   2020-03-23 2020-12-14
70.51 MORGAN STANLEY GROWTH   2020-06-10 2020-12-14
131.44 AMERICAN NEW PERSPECTIVE FUND   2019-12-10 2020-03-23
72.87 AMERICAN NEW PERSPECTIVE FUND   2019-12-10 2020-12-14
3. NEXTERA ENERGY INC   2019-12-10 2020-06-10
15. NEXTERA ENERGY INC   2019-12-10 2020-12-14
1. NORTHROP GRUMMAN CORP   2019-12-10 2020-03-23
48. PACER TRENDPILOT US LARGE CAP ETF   2020-06-10 2020-12-14
360. PACER TRENDPILOT US LARGE CAP ETF   2020-03-23 2020-12-14
127. PACER NASDAQ-100 TRENDPILOT ETF   2020-03-23 2020-06-10
270. PACER NASDAQ-100 TRENDPILOT ETF   2020-03-23 2020-12-14
652. PIMCO INTERNATIONAL BOND FD (USD HEDGED) I2   2019-12-10 2020-03-23
334.87 PIMCO INTERNATIONAL BOND FD (USD HEDGED) I2   2019-12-10 2020-12-14
30. T ROWE PRICE GROUP INC   2019-12-10 2020-03-30
5. T ROWE PRICE GROUP INC   2020-03-23 2020-03-30
3. T ROWE PRICE GROUP INC   2020-03-23 2020-06-10
1586.7 PRINCIPAL PREFERRED SECURITIES FUND   2019-12-10 2020-03-23
16.06 PRINCIPAL PREFERRED SECURITIES FUND   2019-12-10 2020-06-10
269.32 PRINCIPAL PREFERRED SECURITIES FUND   2019-12-10 2020-12-14
16. PROCTER & GAMBLE CO/THE   2020-03-23 2020-06-10
8. PROCTER & GAMBLE CO/THE   2020-03-23 2020-12-14
2. PROGRESSIVE CORP OHIO COM   2019-12-10 2020-03-23
1. PROGRESSIVE CORP OHIO COM   2019-12-10 2020-06-10
12. PROGRESSIVE CORP OHIO COM   2019-12-10 2020-12-14
21. ROYAL DUTCH SHELL PLC   2017-11-09 2020-06-10
26. ROYAL DUTCH SHELL PLC   2017-11-09 2020-12-14
6. ROYAL DUTCH SHELL PLC   2017-11-13 2020-12-14
14. ROYAL DUTCH SHELL PLC   2018-09-24 2020-12-14
65. ROYAL DUTCH SHELL PLC   2020-03-23 2020-12-14
178. SPDR GOLD TRUST   2020-03-23 2020-04-07
178. SPDR GOLD TRUST   2020-03-23 2020-05-12
178. SPDR GOLD TRUST   2020-03-23 2020-06-10
178. SPDR GOLD TRUST   1901-01-01 2020-06-10
177. SPDR S&P DIVIDEND ETF   2019-12-10 2020-03-23
83. SCHWAB US DIVIDEND EQUITY ETF   2019-12-10 2020-03-23
107. SCHWAB US DIVIDEND EQUITY ETF   2019-12-10 2020-06-10
34. SCHWAB US DIVIDEND EQUITY ETF   2019-12-10 2020-12-14
11. HEALTH CARE SELECT SPDR   2020-03-23 2020-06-10
15. HEALTH CARE SELECT SPDR   2020-03-23 2020-12-14
132. SECTOR SPDR CONSMRS STPL   2020-03-23 2020-06-10
6. SHERWIN-WILLIAMS CO/THE   2019-12-10 2020-03-23
55. SYSCO CORPORATION   2018-09-24 2020-03-23
299.15 TCW TOTAL RETURN BOND FUND   2020-06-10 2020-12-14
24. TJX COMPANIES INCORPORATED NEW   2019-12-10 2020-06-10
19. TJX COMPANIES INCORPORATED NEW   2019-12-10 2020-12-14
4. THERMO FISHER SCIENTIFIC INC   2018-09-24 2020-06-10
3. THERMO FISHER SCIENTIFIC INC   2018-09-24 2020-12-14
22. TOTAL S.A. SP ADR   2019-12-10 2020-06-10
43. TOTAL S.A. SP ADR   2020-03-23 2020-12-14
49. TOTAL S.A. SP ADR   2019-12-10 2020-12-14
7. UNION PACIFIC CORP   2017-11-09 2020-06-10
5. UNION PACIFIC CORP   2017-11-09 2020-12-14
90. VANGUARD DIVIDEND APPRECIATION ETF   2020-03-23 2020-12-14
91. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-30 2020-03-23
30. VANGUARD SHORT-TERM CORPORATE BOND ETF   2019-01-30 2020-12-14
10. VANGUARD MID-CAP ETF   2020-06-10 2020-12-14
3. VANGUARD SMALL-CAP ETF   2019-12-10 2020-03-23
66. VANGUARD SMALL-CAP ETF   2019-12-10 2020-06-10
1. VISA INC   2017-11-09 2020-03-23
4. VISA INC   2017-11-09 2020-06-10
4. VISA INC   2017-11-09 2020-12-14
235.96 VIRTUS GLOBAL   2019-12-10 2020-06-10
196.21 VIRTUS GLOBAL   2019-12-10 2020-12-14
25. WALMART INC   2018-09-24 2020-12-14
66.23 WELLS FARGO SPECIAL SMALL CAP VALUE FUND   2020-06-10 2020-12-14
623.35 WELLS FARGO CORE PLUS BOND FUND   2019-12-10 2020-03-23
437.3 WELLS FARGO CORE PLUS BOND FUND   2019-12-10 2020-12-14
2783. WELLS FARGO ADV STR   2019-01-30 2020-03-23
.41 WELLS FARGO ADV STR   2019-03-29 2020-03-23
5. WELLS FARGO ADV STR   2019-04-02 2020-03-23
5. WELLS FARGO ADV STR   2019-04-02 2020-03-23
1. WELLS FARGO ADV STR   2019-04-02 2020-03-23
1. WELLS FARGO ADV STR   2019-06-11 2020-03-23
.55 WELLS FARGO ADV STR   2019-06-11 2020-03-23
2187.14 WELLS FARGO ADV STR   2019-06-11 2020-03-23
2.86 WELLS FARGO ADV STR   2019-06-11 2020-06-10
503.33 WESTERN ASSET CORE PLUS BOND FUND   2019-12-10 2020-03-23
1071. WESTERN ASSET CORE PLUS BOND FUND   2019-12-10 2020-06-10
384.85 WESTERN ASSET CORE PLUS BOND FUND   2019-12-10 2020-12-14
7. ZOETIS INC   2018-09-24 2020-06-10
7. ZOETIS INC   2018-09-24 2020-12-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,219   4,592 1,627
b 277   269 8
c 2,937   2,689 248
d 3,543   2,689 854
e 7,954   5,763 2,191
3,186   1,921 1,265
235   292 -57
3,407   4,165 -758
687   667 20
2,321   2,111 210
4   4  
184   146 38
801   439 362
1,160   1,088 72
3,113   2,720 393
1,245   723 522
2,826   1,400 1,426
4,051   1,444 2,607
1,655   2,117 -462
3,145   2,609 536
4,387   2,903 1,484
1,680   1,397 283
1,379   931 448
3,883   3,417 466
1,580   1,239 341
1,639   991 648
272   292 -20
3,326   3,428 -102
708   533 175
313   397 -84
571   529 42
222   221 1
1,356   1,766 -410
653   809 -156
12,299   13,909 -1,610
3,488   3,296 192
308   173 135
308   233 75
1,232   1,147 85
4,311   2,354 1,957
2,619   2,007 612
520   446 74
222   124 98
4,885   3,267 1,618
1,634   2,187 -553
1,299   1,214 85
3,342   2,412 930
1,470   1,229 241
343   225 118
514   314 200
2,056   1,229 827
6,612   9,421 -2,809
2,403   2,150 253
337   222 115
9,612   8,018 1,594
5,484   8,151 -2,667
1,611   1,780 -169
433   292 141
5,633   4,389 1,244
578   353 225
3,033   1,848 1,185
2,986   2,897 89
15,868   15,787 81
9,257   8,319 938
3,313   2,333 980
3,338   4,211 -873
8   10 -2
645   646 -1
2,064   1,963 101
2,884   2,252 632
336   420 -84
4,068   4,092 -24
730   454 276
212   279 -67
932   836 96
1,936   1,255 681
2,715   1,860 855
4,278   2,367 1,911
392   643 -251
8,690   10,668 -1,978
533   488 45
956   780 176
4,413   7,547 -3,134
3   4 -1
5,237   8,421 -3,184
2,235   2,345 -110
2,611   2,269 342
3,846   4,069 -223
3,132   3,124 8
3,326   2,461 865
76   115 -39
2,894   4,359 -1,465
1,200   1,317 -117
3,234   3,619 -385
821   932 -111
809   621 188
3,357   3,644 -287
4,057   4,057  
2,477   2,221 256
1,456   1,052 404
286   436 -150
814   884 -70
745   984 -239
82   89 -7
489   537 -48
986   418 568
5,129   2,167 2,962
197   137 60
1,727   1,095 632
6,517   4,649 1,868
4,444   6,188 -1,744
4,421   3,431 990
772   704 68
1,113   880 233
271   345 -74
1,553   1,347 206
11,648   9,715 1,933
5,411   4,147 1,264
13,863   8,816 5,047
6,650   7,283 -633
3,730   3,740 -10
2,989   3,679 -690
498   428 70
384   257 127
12,947   16,502 -3,555
159   167 -8
2,820   2,801 19
1,903   1,588 315
1,092   794 298
132   146 -14
80   73 7
1,142   878 264
726   1,392 -666
904   1,724 -820
209   396 -187
487   985 -498
2,260   1,604 656
9   8 1
9   8 1
28,950   25,868 3,082
9     9
12,194   18,859 -6,665
3,287   4,756 -1,469
5,914   6,131 -217
2,162   1,948 214
1,133   831 302
1,680   1,133 547
7,991   6,488 1,503
2,415   3,429 -1,014
1,888   4,026 -2,138
3,138   3,126 12
1,315   1,451 -136
1,254   1,149 105
1,407   961 446
1,409   721 688
924   1,159 -235
1,907   1,224 683
2,173   2,582 -409
1,234   820 414
1,006   585 421
12,515   8,078 4,437
6,913   7,158 -245
2,491   2,360 131
2,042   1,700 342
293   488 -195
9,943   10,730 -787
137   111 26
805   446 359
837   446 391
4,054   4,061 -7
3,895   3,377 518
3,656   2,382 1,274
2,376   1,957 419
7,636   8,041 -405
5,939   5,641 298
23,962   24,991 -1,029
4   4  
43   45 -2
43   45 -2
9   9  
9   9  
5   5  
18,831   19,969 -1,138
26   26  
5,572   6,080 -508
13,184   12,938 246
4,876   4,649 227
983   625 358
1,123   625 498
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
      6,089
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       1,627
b       8
c       248
d       854
e       2,191
      1,265
      -57
      -758
      20
      210
       
      38
      362
      72
      393
      522
      1,426
      2,607
      -462
      536
      1,484
      283
      448
      466
      341
      648
      -20
      -102
      175
      -84
      42
      1
      -410
      -156
      -1,610
      192
      135
      75
      85
      1,957
      612
      74
      98
      1,618
      -553
      85
      930
      241
      118
      200
      827
      -2,809
      253
      115
      1,594
      -2,667
      -169
      141
      1,244
      225
      1,185
      89
      81
      938
      980
      -873
      -2
      -1
      101
      632
      -84
      -24
      276
      -67
      96
      681
      855
      1,911
      -251
      -1,978
      45
      176
      -3,134
      -1
      -3,184
      -110
      342
      -223
      8
      865
      -39
      -1,465
      -117
      -385
      -111
      188
      -287
       
      256
      404
      -150
      -70
      -239
      -7
      -48
      568
      2,962
      60
      632
      1,868
      -1,744
      990
      68
      233
      -74
      206
      1,933
      1,264
      5,047
      -633
      -10
      -690
      70
      127
      -3,555
      -8
      19
      315
      298
      -14
      7
      264
      -666
      -820
      -187
      -498
      656
      1
      1
      3,082
      9
      -6,665
      -1,469
      -217
      214
      302
      547
      1,503
      -1,014
      -2,138
      12
      -136
      105
      446
      688
      -235
      683
      -409
      414
      421
      4,437
      -245
      131
      342
      -195
      -787
      26
      359
      391
      -7
      518
      1,274
      419
      -405
      298
      -1,029
       
      -2
      -2
       
       
       
      -1,138
       
      -508
      246
      227
      358
      498
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 30,616
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................................ 1 631
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........................... 3 631
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- ..... 5 631
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 480
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.............. 7 480
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 9 151
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 taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletUT
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOANN BULLOCK LOSEE DIRECTOR
    2     		0    
    3923 NORTH RIVERWOOD DRIVE
    PROVO,UT84604
    NICOLAS A ALORD DIRECTOR
    1     		0    
    3923 NORTH RIVERWOOD DRIVE
    PROVO,UT84604
    MICHAEL W STRATTON DIRECTOR
    1     		0    
    3923 NORTH RIVERWOOD DRIVE
    PROVO,UT84604
    WARREN B STRATTON DIRECTOR
    1     		0    
    3923 NORTH RIVERWOOD DRIVE
    PROVO,UT84604
    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
    771,238
    b
    Average of monthly cash balances.......................
    1b
    28,018
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    799,256
    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
    799,256
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    11,989
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    787,267
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    39,363
    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
    39,363
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    631
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    631
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    38,732
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    38,732
    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
    38,732
    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
    215,004
    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
    215,004
    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
    215,004
    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 38,732
    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...... 167,220
    b From 2016...... 167,526
    c From 2017...... 135,370
    d From 2018...... 134,341
    e From 2019...... 159,871
    fTotal of lines 3a through e........ 764,328
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 215,004
    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..... 38,732
    e Remaining amount distributed out of corpus 176,272
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 940,600
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		167,220
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		773,380
    10 Analysis of line 9:
    a Excess from 2016.... 167,526
    b Excess from 2017.... 135,370
    c Excess from 2018.... 134,341
    d Excess from 2019.... 159,871
    e Excess from 2020.... 176,272
    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
    CHURCH OF JESUS CHRIST OF LATTER-DAY SAI
    1450 N UNIVERSITY AVENUE
    PROVO,UT84604     		NONE PC UNRESTRICTED GENERAL 35,000
    UTAH FOD BANK
    3150 S 900 W South Salt Lake UT 84119
    3150 S 900 W
    SOUTH SALT LAKE,UT84119     		NONE PC U 10,000
    CIRQUE LODGE FOUNDATION
    777 N PALISADES DR
    OREM,UT84097     		NONE PC UNRESTRICTED GENERAL 35,000
    OPERATION UNDERGROUND RAILROAD
    1950 W CORPORATE WAY
    ANAHEIM,CA92801     		NONE PC UNRESTRICTED GENERAL 10,000
    AMERICAN NATIONAL RED CROSS
    431 18TH ST NW
    WASHINGTON,DC20006     		NONE PC UNRESTRICTED GENERAL 35,000
    CROSSNORE SCHOOL INC
    PO BOX 249
    CROSSNORE,NC28616     		NONE PC UNRESTRICTED GENERAL 1,000
    UNIVERSITY OF NORTH CAROLINA
    AT CHAPEL HILL
    PO BOX 309
    CHAPEL HILL,NC27599     		NONE PC UNRESTRICTED GENERAL 2,500
    INTERMOUNTAIN HEALTHCARE FOUNDATION INC
    36 S STATE ST STE 2200
    PROVO,UT84111     		NONE PC UNRESTRICTED GENERAL 10,000
    ROCKY MOUNTAIN ELK FOUNDATION INC
    5705 GRANT CREEK RD
    MISSOULA,MT59808     		NONE PC UNRESTRICTED GENERAL 35,000
    SUNSHINE ACRES CHILDREN'S HOME INC
    3405 N HIGLEY RD
    MESA,AZ85215     		NONE PC UNRESTRICTED GENERAL 2,000
    BRIGHAM YOUNG UNIVERSITY
    PO BOX 21128
    PROVO,UT84602     		NONE PC UNRESTRICTED GENERAL 10,000
    CENTER FOR WOMEN AND CHILDREN IN CRISIS
    1073 E 1200 N
    OREM,UT84097     		NONE PC UNRESTRICTED GENERAL 10,000
    FRIENDS OF UTAH COUNTY CHILDREN'S
    JUSTICE CENTER
    315 S 100 EAST
    PROVO,UT84606     		NONE PC UNRESTRICTED GENERAL 10,000
    JUAN DIEGO CATHOLIC HIGH SCHOOL
    300 E 11800 S
    DRAPER,UT84020     		NONE PC UNRESTRICTED GENERAL 5,000
    Total .................................bullet 3a 210,500
    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 18,208  
    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 30,616  
    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)..   48,824  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    48,824
    (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
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    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
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    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Name of Stock End of Year Book Value End of Year Fair Market Value
    254687106 WALT DISNEY CO/THE 2,778 5,435
    780259107 ROYAL DUTCH SHELL PL    
    22160K105 COSTCO WHSL CORP NEW 5,162 6,782
    907818108 UNION PACIFIC CORP 1,960 3,540
    438516106 HONEYWELL INTERNATIO 2,311 3,403
    037833100 APPLE INC 2,808 7,298
    92826C839 VISA INC 1,783 3,500
    539830109 LOCKHEED MARTIN CORP 3,186 3,550
    46625H100 J P MORGAN CHASE & C 2,577 3,558
    594918104 MICROSOFT CORP COM 4,241 6,895
    09247X101 BLACKROCK INC 2,099 3,608
    883556102 THERMO FISHER SCIENT 1,921 3,726
    03027X100 AMERICAN TOWER REIT 2,193 3,367
    871829107 SYSCO CORP    
    11135F101 BROADCOM INC 1,910 3,941
    036752103 ANTHEM INC    
    30231G102 EXXON MOBIL CORP 2,810 2,721
    98978V103 ZOETIS INC 1,888 3,476
    023135106 AMAZON COM INC 9,379 16,285
    931142103 WAL MART STORES INC 7,734 9,946
    172967424 CITIGROUP INC 2,581 3,515
    743315103 PROGRESSIVE CORP/THE 2,633 3,560
    126650100 CVS HEALTH CORP    
    58933Y105 MERCK AND CO INC SHS 3,666 3,354
    02079K305 ALPHABET INC SHS 5,074 7,011
    548661107 LOWES COMPANIES INC 1,899 3,371
    89151E109 TOTAL FINA ELF S.A.    
    65339F101 NEXTERA ENERGY INC 2,532 3,472
    235851102 DANAHER CORP    
    43300A203 HILTON WORLDWIDE HOL    
    824348106 SHERWIN-WILLIAMS CO/    
    872540109 TJX COS INC/THE 2,254 3,483
    666807102 NORTHROP GRUMMAN COR 4,140 3,657
    74144T108 T ROWE PRICE GROUP I    
    17275R102 CISCO SYSTEMS INC 3,353 3,401
    28176E108 EDWARDS LIFESCIENCES 2,794 3,011
    778296103 ROSS STORES INC 2,796 3,070
    00206R102 AT&T INC 3,266 3,135
    166764100 CHEVRONTEXACO CORP 2,793 2,618
    058498106 BALL CORP 2,755 2,795
    742718109 PROCTER & GAMBLE CO/ 2,481 3,479
    91324P102 UNITEDHEALTH GROUP I 2,711 2,805
    713448108 PEPSICO INC 2,758 2,818
    025537101 AMERICAN ELECTRIC PO 2,821 2,831

    TY 2020 InvestmentsOtherSchedule2
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    518416102 HARTFORD MULTIFACTOR      
    41664M821 HARTFORD BALANCED IN AT COST 9,449 9,971
    81369Y209 HEALTH CARE SELECT S AT COST 4,534 6,806
    33734X192 FIRST TRUST CLOUD CO      
    33733E302 FIRST TR EXCHANGE TR      
    19765L694 COLUMBIA STRATEGIC I AT COST 15,717 16,735
    245914817 DELAWARE EMERGING MA AT COST 4,777 6,769
    92206C409 VANGUARD SHORT-TERM AT COST 15,871 16,733
    091928861 BLACKROCK MID CAP GR AT COST 6,657 10,540
    922908629 VANGUARD MID-CAP ETF AT COST 5,611 6,823
    922908751 VANGUARD SMALL-CAP E      
    47803W406 JOHN HANCOCK DISCIPL      
    74253Q416 PRINCIPAL PREFERRED AT COST 13,252 13,341
    46138E198 INVESCO S&P MIDCAP L      
    4812A4351 JP MORGAN STRATEGIC AT COST 19,901 19,975
    552983694 MFS VALUE FUND AT COST 12,989 13,252
    94987W760 WELLS FARGO ADV STR      
    648018828 AMERICAN NEW PERSPEC AT COST 7,826 9,955
    92828W775 VIRTUS GLOBAL AT COST 9,408 11,791
    40168W525 GUGGENHEIM- TOTAL RE AT COST 42,239 45,756
    024071821 AMERICAN BALANCED FU AT COST 9,057 9,833
    72201M784 PIMCO FOREIGN BOND AT COST 19,953 19,903
    78464A763 SPDR S&P DIVIDEND ET      
    543916464 LORD ABBETT SHORT DU AT COST 26,517 26,720
    808524797 SCHWAB US DIVIDEND E AT COST 6,017 6,735
    94984B694 WELLS FARGO CORE PLU AT COST 38,117 40,074
    957663503 WESTERN ASSET CORE P AT COST 25,416 26,426
    336920103 FIRST TRUST US EQUIT      
    33734H106 FRT TRT VAL INDX AT COST 13,407 13,221
    47804J206 JOHN HANCOCK MULTI-F AT COST 5,806 6,790
    416641207 HARTFORD GROWTH OPPO AT COST 7,161 10,374
    61744J861 MORGAN STANLEY GROWT AT COST 6,482 8,993
    00203H602 AQR DIVERSIFIED ARBI AT COST 12,417 17,017
    09260B382 BLACKROCK STRATEGIC AT COST 17,997 20,051
    543915292 LORD ABBETT GROWTH AT COST 7,907 10,295
    87234N880 TCW TOTAL RETURN BON AT COST 26,555 26,479
    33733E104 FIRST TRUST CAPITAL AT COST 8,958 10,125
    33739Q200 FIRST TRUST LOW DURA AT COST 22,955 23,367
    411511603 HARBOR LARGE CAP VAL AT COST 11,455 13,265
    41665H847 HARTFORD SCHRODERS E AT COST 5,169 6,805
    69374H741 PACER BENCHMARK DATA AT COST 8,494 8,783
    4812C0571 JPMORGAN SMALL CAP G AT COST 4,959 6,962
    94975P447 WELLS FARGO SPECIAL AT COST 5,464 6,735
    46090E103 INVESCO QQQ TRUST SE AT COST 5,580 10,353

    TY 2020 OtherDecreasesSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Description Amount
    TIMING DIFFERENCE & ROUNDING 445


    TY 2020 OtherExpensesSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVSTMT EXPENSE 27 27   0
    OTHER EXPENSE (NON-DEDUCTIBLE 4 0   4


    TY 2020 OtherIncreasesSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Description Amount
    INCOME ADJ 501


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 4,999 2,999   2,000


    TY 2020 TaxesSchedule
    Name:
    FLORENCE BULLOCK RAGAN FAMILY FOUNDATION
    EIN:
    87-0903217
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 106 106   0
    EXCISE TAX ESTIMATES 455 0   0
    FOREIGN TAXES ON NONQUALIFIED 1 1   0