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
CROVAT MARIE TUW CHAR 31C017014
 
Number and street (or P.O. box number if mail is not delivered to street address)850 MAIN STREET RC 1215
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRIDGEPORT, CT066044913
A Employer identification number

03-6040021
B Telephone number (see instructions)

(802) 872-6852
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,830,890
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 30,399 29,802  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,767
b Gross sales price for all assets on line 6a 972,922
7 Capital gain net income (from Part IV, line 2)... 113,767
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........ 144,166 143,569  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,732 16,859   1,873
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)....... 900 900 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,346 110   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)....... 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,979 17,870 0 1,873
25 Contributions, gifts, grants paid....... 70,685 70,685
26 Total expenses and disbursements. Add lines 24 and 25 92,664 17,870 0 72,558
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 51,502
b Net investment income (if negative, enter -0-) 125,699
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......... 159,090 164,639 164,639
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)....... 597,099 Click to see attachment695,936 934,992
c Investments—corporate bonds (attach schedule)....... 750,467 Click to see attachment690,706 731,259
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,506,656 1,551,281 1,830,890
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........ 1,506,656 1,551,281
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)..... 1,506,656 1,551,281
30 Total liabilities and net assets/fund balances (see instructions). 1,506,656 1,551,281
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,506,656
2
Enter amount from Part I, line 27a .....................
2
51,502
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,558,158
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,877
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,551,281
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 77.862 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2018-07-24 2020-01-07
b 5. ANSYS INC   2012-06-06 2020-01-07
c 5. APPLE COMPUTER, INC   2018-09-19 2020-01-07
d 11. BP AMOCO PLC SPONSORED ADR   2016-03-04 2020-01-07
e 9. BP AMOCO PLC SPONSORED ADR   2019-07-18 2020-01-07
11. BEST BUY CO   2019-05-08 2020-01-07
6. CATERPILLAR TRACTOR CO   2018-07-24 2020-01-07
2. CHIPOTLE MEXICAN GRILL INC   2018-09-04 2020-01-07
14. DANAHER CORP   2017-07-03 2020-01-07
3. FACEBOOK INC A   2018-07-24 2020-01-07
12. FISERV INC WISCONSIN   2018-09-19 2020-01-07
6. GARTNER GROUP INC   2017-04-06 2020-01-07
2. W W GRAINGER INC   2018-09-19 2020-01-07
7. GRUBHUB INC   2019-05-08 2020-01-07
20. HP INC   2017-07-03 2020-01-07
183.373 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2018-03-02 2020-01-07
11. HELMERICH & PAYNE   2019-05-08 2020-01-07
3. INSULET CORP   2019-08-27 2020-01-07
10. INTEL CORP   2018-09-19 2020-01-07
568. ISHARES MSCI EAFE GROWTH INDEX ETF   2019-07-18 2020-01-07
14. LINCOLN ELECTRIC HLDGS INC   2016-08-17 2020-01-07
4. LINCOLN ELECTRIC HLDGS INC   2019-07-18 2020-01-07
8. M & T BANK CORP   2016-11-14 2020-01-07
5. MARKETAXESS HLDGS INC   2012-06-06 2020-01-07
11. METLIFE INC   2014-12-09 2020-01-07
84. MICHAELS COMPANIES INC   2016-08-17 2020-01-07
8. MICROSOFT CORP   2018-07-24 2020-01-07
6. MID-AMERICA APARTMENT CMNTYS   2013-12-18 2020-01-07
6. PACKAGING CORP OF AMERICA   2019-01-08 2020-01-07
8. PREMIER INC CLASS A   2019-01-08 2020-01-07
17. PREMIER INC CLASS A   2017-10-04 2020-01-07
32. TAPESTRY INC   2018-07-24 2020-01-07
9. TAPESTRY INC   2019-01-08 2020-01-07
6. TARGET CORP   2018-07-24 2020-01-07
3. TAUBMAN CENTERS INC   2018-03-02 2020-01-07
7. TAUBMAN CENTERS INC   2019-01-08 2020-01-07
5. THERMO ELECTRON   2018-09-19 2020-01-07
3. UNION PACIFIC CORP   2017-07-03 2020-01-07
2. UNITEDHEALTH GROUP INC   2016-09-19 2020-01-07
17. WISDOMTREE EUROPE HEDGED EQ FUND ETF   2015-04-27 2020-01-07
3. ZEBRA TECHNOLOGIES CORP CL A   2016-04-06 2020-01-07
22. ZIONS BANCORP NA   2018-07-24 2020-01-07
4. ZOETIS INC   2017-03-02 2020-01-07
17. JAMES RIVER GROUP HOLDINGS LTD   2017-10-04 2020-01-07
2. BLACKROCK INC   2016-09-19 2020-01-09
37. BERRY GLOBAL GROUP INC   2019-01-08 2020-01-13
37. PREMIER INC CLASS A   2018-03-02 2020-01-13
21. JAMES RIVER GROUP HOLDINGS LTD   2019-01-08 2020-01-13
3. DUPONT DE NEMOURS INC   2018-07-24 2020-01-15
5. DUPONT DE NEMOURS INC   2019-07-18 2020-01-15
1. BOOKING HOLDINGS INC   2016-04-06 2020-01-16
1. BOOKING HOLDINGS INC   2019-07-18 2020-01-16
10000. FEDERAL NATL MTG ASSN 1.625% 1/21/2020   2016-03-09 2020-01-21
20000. AMAZON.COM INC 3.300% 12/05/2021 CALLABLE BOND   2015-02-20 2020-02-27
3. ANSYS INC   2019-01-08 2020-02-27
4. LINCOLN ELECTRIC HLDGS INC   2019-01-08 2020-02-27
35. ZIONS BANCORP NA   2019-01-08 2020-02-27
30000. FEDERAL NATL MTG ASSN 1.500% 2/28/2020   2017-06-23 2020-02-28
20000. FEDL HOME LOAN BANK 2.000% 3/05/2020   2018-09-19 2020-03-05
31. WABTEC CORP   2016-04-25 2020-03-06
.53 INGERSOLL RAND INC   2019-01-08 2020-03-09
6. LINDE PLC   2019-01-08 2020-03-09
30000. OCCIDENTAL PETE CORP 3.400% 4/15/2026   2019-05-09 2020-03-11
14. BOEING CO   2016-09-19 2020-03-12
766. ISHARES GLOBAL REIT ETF   2019-12-16 2020-03-16
17. WISDOMTREE EUROPE HEDGED EQ FUND ETF   2020-02-27 2020-03-16
17. WISDOMTREE EUROPE HEDGED EQ FUND ETF   2015-03-26 2020-03-16
305. WISDOMTREE EUROPE HEDGED EQ FUND ETF   2018-09-19 2020-03-16
4. MCCORMICK & CO   2017-10-04 2020-03-17
76. MATADOR RESOURCES CO   2018-07-24 2020-03-19
3. DOW INC   2018-07-24 2020-03-20
7. DOW INC   2019-07-18 2020-03-20
12. US BANCORP DEL NEW   2018-07-24 2020-03-24
17. WEYERHAEUSER CO   2018-03-02 2020-03-24
42. BJS RESTAURANTS INC   2016-08-17 2020-03-26
14. MIDDLEBY CORP   2014-09-29 2020-03-26
18. FIDELITY NATIONAL FINANCIAL INC   2018-07-24 2020-03-27
1. JOHNSON & JOHNSON INC   2019-07-18 2020-03-27
21. ORACLE CORPORATION   2018-03-02 2020-03-27
13. SCHLUMBERGER LTD   2018-07-24 2020-03-27
10. JOHNSON CONTROLS INTL PLC   2018-03-02 2020-03-27
17. JOHNSON CONTROLS INTL PLC   2019-08-27 2020-03-27
50. METLIFE INC   2018-09-19 2020-04-15
20000. U S TREASURY NOTE 1.875% 7/31/2022   2018-09-04 2020-04-20
1582.532 VANGUARD GNMA FD ADMIRAL #536   2016-03-08 2020-04-20
18. BROOKFIELD PROPERTY REIT   2019-07-18 2020-04-23
33. BROOKFIELD PROPERTY REIT   2019-01-08 2020-04-23
19. CHUBB LTD   2019-01-08 2020-04-29
20000. U S TREASURY NOTE 1.875% 7/31/2022   2018-09-19 2020-04-30
3. MID-AMERICA APARTMENT CMNTYS   2013-12-18 2020-06-12
6. MID-AMERICA APARTMENT CMNTYS   2019-08-27 2020-06-12
12. COGNEX   2018-07-24 2020-06-15
157.312 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2018-03-02 2020-06-15
187.85 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2020-02-27 2020-06-15
324. ISHARES CORE S&P 500 ETF   2020-04-20 2020-06-15
4. MARKETAXESS HLDGS INC   2019-01-08 2020-06-15
40.515 PIMCO HIGH YIELD   2019-08-28 2020-06-15
5. PAYPAL HOLDINGS INC   2019-01-08 2020-06-15
5. PIONEER NATURAL RESOURCES CO   2017-07-03 2020-06-15
28. SS&C TECHNOLOGIES HLDGS INC   2019-01-08 2020-06-15
20. CHARLES SCHWAB CO.   2016-09-19 2020-06-15
4. WEST PHARMACEUTICAL SVSC INC   2017-03-02 2020-06-15
3. AON PLC   2019-01-08 2020-06-15
458.967 FIDELITY FLOATING RATE HIGH INCOME #314   2020-06-16 2020-06-23
65.914 FIDELITY FLOATING RATE HIGH INCOME #314   2012-06-06 2020-06-23
3481.159 FIDELITY FLOATING RATE HIGH INCOME #314   2019-05-09 2020-06-23
9. CHARLES SCHWAB CO.   2016-09-19 2020-06-24
227. VANGUARD REAL ESTATE ETF   2020-03-16 2020-07-06
1. CUMMINS ENGINE INC   2018-09-04 2020-07-09
3. FIVE BELOW INC   2019-01-08 2020-07-09
2. ICU MED INC   2019-01-08 2020-07-09
4. ICU MED INC   2020-06-15 2020-07-09
1. ICU MED INC   2019-07-18 2020-07-09
6. ICU MED INC   2016-09-19 2020-07-09
12. OGE ENERGY CORP   2016-08-17 2020-07-09
23. SS&C TECHNOLOGIES HLDGS INC   2016-01-25 2020-07-09
4. TYLER TECHNOLOGIES INC   2019-01-08 2020-07-09
2. WEST PHARMACEUTICAL SVSC INC   2017-03-02 2020-07-09
2. ZEBRA TECHNOLOGIES CORP CL A   2016-04-06 2020-07-09
4. EATON CORP PLC   2018-03-02 2020-07-09
17. DISNEY WALT CO   2015-09-23 2020-07-13
11. FISERV INC WISCONSIN   2020-06-15 2020-07-13
12. FISERV INC WISCONSIN   2017-03-02 2020-07-13
10. MICROSOFT CORP   2017-03-02 2020-07-13
63.328 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2018-09-19 2020-07-16
10. ABBOTT LABS   2017-07-03 2020-07-16
9. ABBVIE INC   2020-06-15 2020-07-16
11. ABBVIE INC   2016-01-07 2020-07-16
11. ACADIA HEALTHCARE COMPANY INC   2019-07-18 2020-07-16
45. ACADIA HEALTHCARE COMPANY INC   2019-05-08 2020-07-16
2. ADOBE SYS INC   2018-07-24 2020-07-16
3. ADVANCED AUTO PTS INC   2019-07-18 2020-07-16
3. ADVANCED AUTO PTS INC   2019-05-08 2020-07-16
16. AKAMAI TECHNOLOGIES INC   2016-09-19 2020-07-16
9. ALEXION PHARMACEUTICALS INC   2016-09-19 2020-07-16
5. ALIBABA GROUP HLDG LTD SPONSORED ADR   2019-01-08 2020-07-16
2. AMAZON.COM INC   2019-01-08 2020-07-16
7. AMERICAN CAMPUS CMNTYS INC REIT   2019-07-18 2020-07-16
59. AMERICAN CAMPUS CMNTYS INC REIT   2019-01-08 2020-07-16
4. AMERICAN EXPRESS CO   2018-09-19 2020-07-16
3. AMERICAN EXPRESS CO   2019-08-27 2020-07-16
46. AMERICAN INTL GROUP INC   2019-05-08 2020-07-16
11. AMERIPRISE FINL INC   2020-06-15 2020-07-16
6. AMGEN INC   2020-06-15 2020-07-16
8. AMGEN INC   2019-01-08 2020-07-16
9. ANHEUSER BUSCH INBEV SA/NV ADR   2018-09-19 2020-07-16
6. APPLE COMPUTER, INC   2019-01-08 2020-07-16
9. APTARGROUP INC   2020-06-15 2020-07-16
9. APTARGROUP INC   2019-01-08 2020-07-16
20. ARTISAN PARTNERS ASSET MGMT INC   2016-03-04 2020-07-16
29. ASTRAZENECA PLC SPONSORED ADR   2018-09-04 2020-07-16
47. ATLANTIC UNION BANKSHARES CORP   2019-05-08 2020-07-16
7. AVERY DENNISON CORP   2019-01-08 2020-07-16
19. BJ'S WHOLESALE CLUB HOLDINGS INC   2020-06-15 2020-07-16
13. BOK FINANCIAL CORP   2017-07-03 2020-07-16
252.155 THE INTERNATIONAL EQUITY FUND K   2020-01-08 2020-07-16
4. BERKSHIRE HATHAWAY INC DEL CL B   2019-01-08 2020-07-16
9. BIO-RAD LABORATORIES INC   2019-05-08 2020-07-16
7. BIOMARIN PHARMACEUTICAL INC   2019-01-08 2020-07-16
51. BOOZ ALLEN HAMILTON HOLDINGS   2019-01-08 2020-07-16
16. BRIGHT HORIZONS FAMILY SOLUTIONS INC   2020-06-15 2020-07-16
13. BURLINGTON STORES INC   2019-01-08 2020-07-16
14. CVS CORP   2020-02-27 2020-07-16
8. CARDINAL HEALTH INC   2019-08-27 2020-07-16
7. CARTER'S INC   2020-06-15 2020-07-16
16. CARTER'S INC   2019-01-08 2020-07-16
53. CATALENT INC   2016-01-07 2020-07-16
15. CATALENT INC   2020-06-15 2020-07-16
13. CAVCO INDUSTRIES INC   2019-01-08 2020-07-16
5. CHEMED CORP   2020-03-26 2020-07-16
20. CHEVRONTEXACO CORP   2018-09-19 2020-07-16
132. CISCO SYSTEMS INC   2015-01-22 2020-07-16
28. CITIGROUP INC   2019-05-08 2020-07-16
42. COGNEX   2015-09-23 2020-07-16
56. COMCAST CORP   2019-05-08 2020-07-16
27. COMCAST CORP   2020-06-15 2020-07-16
28. CONOCOPHILLIPS COM   2019-07-18 2020-07-16
16. CORESITE REALTY CORP REIT   2018-03-02 2020-07-16
3. CORTEVA INC   2018-07-24 2020-07-16
32. CORTEVA INC   2020-06-15 2020-07-16
6. COSTCO WHSL CORP NEW   2019-01-08 2020-07-16
12. CUMMINS ENGINE INC   2019-01-08 2020-07-16
4. DANAHER CORP   2019-01-08 2020-07-16
9. DISNEY WALT CO   2016-01-07 2020-07-16
19. DOMINION RES INC VA NEW   2019-01-08 2020-07-16
28. DORMAN PRODUCTS INC   2019-01-08 2020-07-16
19. DRIL-QUIP INC   2012-06-06 2020-07-16
18. EAGLE MATERIALS INC   2019-01-08 2020-07-16
12. EAGLE MATERIALS INC   2020-06-15 2020-07-16
27. EASTERLY GOVERNMENT PPTYS INC REIT   2020-06-15 2020-07-16
92. EASTERLY GOVERNMENT PPTYS INC REIT   2018-09-19 2020-07-16
4. ECOLAB INC   2018-03-02 2020-07-16
14. EDWARDS LIFESCIENCES CORP   2018-09-19 2020-07-16
14. ENTEGRIS INC   2019-08-27 2020-07-16
26. ENTEGRIS INC   2019-05-08 2020-07-16
25. ENVESTNET INC   2019-05-08 2020-07-16
8. EPAM SYSTEMS INC   2019-01-08 2020-07-16
1. EQUINOX INC REIT   2018-07-24 2020-07-16
70. EQUINOR ASA   2020-02-27 2020-07-16
56. EXPONENT INC   2018-03-02 2020-07-16
12. FACEBOOK INC A   2019-01-08 2020-07-16
64. FEDERAL SIGNAL CORP   2020-06-15 2020-07-16
9. FIDELITY NATL INFORMATION SVCS INC   2020-06-15 2020-07-16
23. FIVE BELOW INC   2019-01-08 2020-07-16
17. GARTNER GROUP INC   2019-01-08 2020-07-16
3. GARTNER GROUP INC   2019-08-27 2020-07-16
12. GENUINE PARTS CO   2020-06-15 2020-07-16
67. GIBRALTAR INDUSTRIES INC   2020-06-15 2020-07-16
19. GILEAD SCIENCES INC   2018-07-24 2020-07-16
43. GLACIER BANCORP INC   2019-01-08 2020-07-16
39. GLOBUS MEDICAL INC   2020-07-09 2020-07-16
37. GRACO INC   2017-03-02 2020-07-16
4. W W GRAINGER INC   2019-05-08 2020-07-16
18. GRAND CANYON EDUCATION INC   2019-08-27 2020-07-16
82.029 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2018-03-02 2020-07-16
28. HEXCEL CORP NEW   2019-01-08 2020-07-16
23. HEXCEL CORP NEW   2020-06-15 2020-07-16
3. HOME DEPOT INC   2016-09-19 2020-07-16
5. HONEYWELL INTL INC   2019-01-08 2020-07-16
2. HONEYWELL INTL INC   2019-07-18 2020-07-16
15. HUBSPOT INC   2020-06-15 2020-07-16
40. HUDSON PACIFIC PROPERTIES INC REIT   2020-06-12 2020-07-16
22. IDACORP INC   2020-07-09 2020-07-16
3. ILLINOIS TOOL WORKS   2018-07-24 2020-07-16
84.47 INGERSOLL RAND INC   2019-05-08 2020-07-16
18.53 INGERSOLL RAND INC   2019-08-27 2020-07-16
9. INSULET CORP   2019-05-08 2020-07-16
14. INTEL CORP   2017-07-03 2020-07-16
12. INTEL CORP   2020-06-15 2020-07-16
28. INTEGER HOLDINGS CORP   2020-06-15 2020-07-16
5. JOHNSON & JOHNSON INC   2016-09-19 2020-07-16
33. KEMPER CORP   2020-06-15 2020-07-16
3. KIMBERLY CLARK CORP   2019-08-27 2020-07-16
3. KIMBERLY CLARK CORP   2018-07-24 2020-07-16
31. KINDER MORGAN INC   2020-03-20 2020-07-16
12. KINSALE CAPITAL GROUP INC   2020-06-15 2020-07-16
35. KONINKLIJKE PHILIPS ELECTRS SPONS ADR NEW   2016-11-14 2020-07-16
25. KONTOOR BRANDS INC   2020-02-27 2020-07-16
11. LANCASTER COLONY CORP   2020-01-13 2020-07-16
7. LEAR CORP   2019-05-08 2020-07-16
6. LEAR CORP   2019-08-27 2020-07-16
17. LITHIA MOTORS INC CLASS A   2016-11-14 2020-07-16
7. MARKETAXESS HLDGS INC   2012-06-06 2020-07-16
4. MERCK & CO INC NEW   2020-07-09 2020-07-16
46. METLIFE INC   2019-01-08 2020-07-16
14. MICROSOFT CORP   2016-09-19 2020-07-16
13. MOLINA HEALTHCARE INC   2020-01-13 2020-07-16
18. MOLSON COORS BEVERAGE COMPANY CL B   2019-01-08 2020-07-16
6. MOLSON COORS BEVERAGE COMPANY CL B   2019-07-18 2020-07-16
16. MONDELEZ INTERNATIONAL INC   2018-03-02 2020-07-16
10. MONSTER BEVERAGE CORP   2020-03-17 2020-07-16
21. MORGAN STANLEY DEAN WITTER   2019-01-08 2020-07-16
19. NETAPP INC   2019-08-27 2020-07-16
10. NEUROCRINE BIOSCIENCES INC   2020-06-15 2020-07-16
19. NEUROCRINE BIOSCIENCES INC   2019-01-08 2020-07-16
13. NORDSON CORP   2019-05-08 2020-07-16
6. NORDSON CORP   2020-06-15 2020-07-16
3. NORTHERN TRUST CORP   2020-03-24 2020-07-16
14. NUTANIX INC CL A   2019-07-18 2020-07-16
2. NUTANIX INC CL A   2019-05-08 2020-07-16
3. NVIDIA CORP   2019-01-08 2020-07-16
29. NUTRIEN LTD   2018-09-04 2020-07-16
31. OGE ENERGY CORP   2016-11-14 2020-07-16
6. PALO ALTO NETWORKS INC   2017-10-04 2020-07-16
1. PARKER - HANNIFIN CORP.   2020-03-24 2020-07-16
96. PARSLEY ENERGY INC   2020-06-15 2020-07-16
88. PARSLEY ENERGY INC   2019-01-08 2020-07-16
13. PEPSICO INC   2018-03-02 2020-07-16
42. PERFORMANCE FOOD GROUP CO   2020-06-15 2020-07-16
4. PHILLIPS 66   2019-07-18 2020-07-16
8. PHILLIPS 66   2019-05-08 2020-07-16
103. PHYSICIAN REIT   2019-01-08 2020-07-16
46. PINNACLE FINANCIAL PARTNERS INC   2019-01-08 2020-07-16
25. POLARIS INC   2019-05-08 2020-07-16
7. POOL CORP   2019-01-08 2020-07-16
15. PORTLAND GEN ELEC CO   2020-06-15 2020-07-16
37. PORTLAND GEN ELEC CO   2017-07-03 2020-07-16
14. POWER INTEGRATIONS INC   2016-01-25 2020-07-16
14. PROGRESSIVE CORP   2020-04-29 2020-07-16
15. PROSPERITY BANCSHARES INC   2019-01-08 2020-07-16
7. QUAKER CHEMICAL CORP   2020-06-15 2020-07-16
12. QUAKER CHEMICAL CORP   2018-09-19 2020-07-16
14. QUALCOMM INC   2019-01-08 2020-07-16
48. RPM INC, OHIO   2015-04-27 2020-07-16
9. RPM INC, OHIO   2020-06-15 2020-07-16
34. RADIAN GROUP INC   2020-03-24 2020-07-16
6. RAPID7 INC   2019-07-18 2020-07-16
37. RAPID7 INC   2018-09-19 2020-07-16
30. RAYTHEON TECHNOLOGIES CORP   2020-06-15 2020-07-16
5. RBC BEARINGS INC   2020-06-15 2020-07-16
18. RBC BEARINGS INC   2019-01-08 2020-07-16
61. RITCHIE BROS AUCTIONEERS   2019-01-08 2020-07-16
10.707 T. ROWE PRICE INTERNATIONAL DISCOVER #436   2018-09-19 2020-07-16
6. SALESFORCE COM INC   2020-02-27 2020-07-16
68. SCHNEIDER NATIONAL INC CL B   2018-03-02 2020-07-16
18. SIGNATURE BK NEW YORK N Y   2019-01-08 2020-07-16
22. SILICON LABORATORIES INC   2017-10-04 2020-07-16
7. SPLUNK INC   2018-07-24 2020-07-16
136. SUMMIT HOTEL PROPERTIES INC REIT   2019-01-08 2020-07-16
90. SUMMIT HOTEL PROPERTIES INC REIT   2020-06-15 2020-07-16
22. SUN CMNTYS INC REIT   2016-03-04 2020-07-16
37. TCF FINANCIAL CORP NEW   2019-05-08 2020-07-16
34. TCF FINANCIAL CORP NEW   2020-06-15 2020-07-16
14. TARGET CORP   2019-05-08 2020-07-16
14. TEXAS INSTRUMENTS   2018-07-24 2020-07-16
34. TEXAS ROADHOUSE INC   2019-01-08 2020-07-16
6. TEXAS ROADHOUSE INC   2019-07-18 2020-07-16
7. THERMO ELECTRON   2016-09-19 2020-07-16
2. 3M CO   2020-03-24 2020-07-16
44. TORO CO   2019-01-08 2020-07-16
2. TYLER TECHNOLOGIES INC   2013-10-11 2020-07-16
20. UBER TECHNOLOGIES INC   2019-08-27 2020-07-16
10. UNION PACIFIC CORP   2019-01-08 2020-07-16
12. UNITED PARCEL SERVICE   2019-01-08 2020-07-16
4. UNITED PARCEL SERVICE   2020-07-09 2020-07-16
12. UNITEDHEALTH GROUP INC   2019-01-08 2020-07-16
2. VAIL RESORTS INC   2019-07-18 2020-07-16
7. VAIL RESORTS INC   2019-05-08 2020-07-16
23. VALERO ENERGY CORP - NEW   2020-06-15 2020-07-16
131. VEREIT INC REIT   2020-06-15 2020-07-16
52. VEREIT INC REIT   2019-05-08 2020-07-16
12. VERIZON COMMUNICATIONS   2020-06-15 2020-07-16
36. VERIZON COMMUNICATIONS   2019-05-08 2020-07-16
25. VICI PROPERTIES INC REIT   2020-02-27 2020-07-16
13. VISA INC CLASS A SHARES   2019-01-08 2020-07-16
3. VMWARE INC   2016-09-19 2020-07-16
61. VOYA FINANCIAL INC   2020-06-15 2020-07-16
18. WAL-MART STORES   2017-10-04 2020-07-16
8. WEBSTER FINANCIAL CORP   2019-08-27 2020-07-16
43. WEBSTER FINANCIAL CORP   2015-04-27 2020-07-16
18. WEST PHARMACEUTICAL SVSC INC   2014-12-09 2020-07-16
56. WESTERN ALLIANCE BANCORP   2019-01-08 2020-07-16
20. WESTERN ALLIANCE BANCORP   2020-06-15 2020-07-16
15. WESTROCK CO   2020-02-27 2020-07-16
45. WEYERHAEUSER CO   2020-06-15 2020-07-16
15. ZEBRA TECHNOLOGIES CORP CL A   2016-04-06 2020-07-16
14. ZOETIS INC   2019-01-08 2020-07-16
11. EATON CORP PLC   2018-03-02 2020-07-16
17. IHS MARKIT LTD   2019-01-08 2020-07-16
12. JAZZ PHARMACEUTICALS PLC   2019-05-08 2020-07-16
3. JAZZ PHARMACEUTICALS PLC   2019-08-27 2020-07-16
10. MEDTRONIC PLC   2020-06-15 2020-07-16
44. MEDTRONIC PLC   2018-07-24 2020-07-16
6. APTIV PLC   2020-03-17 2020-07-16
4. STERIS PLC   2019-08-27 2020-07-16
17. STERIS PLC   2016-01-07 2020-07-16
9. ALCON INC   2020-06-15 2020-07-16
13. TE CONNECTIVITY LTD   2019-01-08 2020-07-16
64. ATLAS CORP   2019-08-27 2020-07-16
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66. MONDELEZ INTERNATIONAL INC   2019-01-08 2020-11-09
56.325 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2018-09-19 2020-11-16
3314.186 PRINCIPAL MIDCAP R-6#4268   2020-07-17 2020-11-16
93. INTEL CORP   2017-07-03 2020-12-23
5. ABBVIE INC   2019-07-18 2020-12-31
3. ALPHABET INC CL C   2018-07-24 2020-12-31
69. BJ'S WHOLESALE CLUB HOLDINGS INC   2019-07-18 2020-12-31
5. BOOZ ALLEN HAMILTON HOLDINGS   2019-07-18 2020-12-31
8. C H ROBINSON WORLDWIDE INC   2019-07-18 2020-12-31
13. CORTEVA INC   2019-07-18 2020-12-31
2. POOL CORP   2019-07-18 2020-12-31
5. QUALCOMM INC   2019-07-18 2020-12-31
2. TYLER TECHNOLOGIES INC   2019-07-18 2020-12-31
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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    
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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    
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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 3,578   3,318 260
b 1,285   324 961
c 1,497   881 616
d 433   357 76
e 354   350 4
973   819 154
879   859 20
1,716   783 933
2,187   1,178 1,009
639   641 -2
1,399   809 590
940   642 298
675   572 103
342   488 -146
412   353 59
4,560   5,175 -615
510   600 -90
526   457 69
591   444 147
49,048   45,616 3,432
1,362   908 454
389   338 51
1,329   1,005 324
1,876   147 1,729
564   544 20
710   2,113 -1,403
1,265   686 579
775   365 410
631   530 101
287   299 -12
610   601 9
877   1,524 -647
247   317 -70
742   471 271
93   177 -84
218   342 -124
1,637   1,040 597
534   330 204
580   277 303
1,200   1,144 56
771   196 575
1,116   1,149 -33
536   215 321
696   700 -4
1,024   743 281
1,679   1,900 -221
1,304   1,208 96
841   794 47
183   288 -105
306   355 -49
2,051   1,285 766
2,051   1,878 173
10,000   10,000  
20,536   20,186 350
744   441 303
332   321 11
1,433   1,502 -69
30,000   29,985 15
19,776   19,776  
1,888   1,292 596
15   12 3
1,070   965 105
24,090   30,029 -5,939
2,586   1,780 806
14,706   20,598 -5,892
768   1,085 -317
768   1,118 -350
13,786   18,654 -4,868
514   399 115
102   2,259 -2,157
81   199 -118
190   363 -173
372   577 -205
275   584 -309
653   1,708 -1,055
845   1,186 -341
487   644 -157
126   132 -6
1,071   997 74
180   864 -684
264   355 -91
448   691 -243
1,620   2,395 -775
20,474   19,346 1,128
17,076   17,060 16
149   334 -185
273   494 -221
2,128   2,346 -218
20,422   19,229 1,193
355   182 173
709   758 -49
661   480 181
3,024   4,439 -1,415
3,610   4,020 -410
98,780   84,609 14,171
1,993   493 1,500
346   360 -14
781   442 339
474   844 -370
1,575   1,048 527
725   625 100
830   334 496
548   428 120
4,071   4,294 -223
585   639 -54
30,878   34,145 -3,267
306   281 25
18,197   15,695 2,502
172   140 32
295   352 -57
359   458 -99
719   781 -62
180   251 -71
1,078   676 402
356   365 -9
1,278   689 589
1,421   548 873
463   138 325
518   131 387
341   319 22
2,028   1,732 296
1,057   1,093 -36
1,153   701 452
2,153   582 1,571
2,748   2,552 196
962   489 473
895   832 63
1,094   628 466
305   352 -47
1,247   2,182 -935
852   519 333
437   466 -29
437   478 -41
1,791   826 965
982   1,189 -207
1,219   773 446
6,022   3,472 2,550
236   338 -102
1,990   2,376 -386
386   395 -9
289   354 -65
1,496   2,387 -891
1,682   1,519 163
1,526   1,311 215
2,034   1,484 550
484   903 -419
2,320   863 1,457
1,056   998 58
1,056   686 370
686   622 64
1,658   1,020 638
1,052   1,740 -688
836   641 195
746   641 105
702   949 -247
3,528   3,442 86
761   832 -71
4,513   2,227 2,286
893   639 254
3,620   1,885 1,735
1,850   1,924 -74
2,476   1,356 1,120
909   842 67
418   341 77
622   588 34
1,421   1,657 -236
4,413   1,348 3,065
1,249   1,054 195
2,475   1,452 1,023
2,371   1,932 439
1,761   2,295 -534
6,036   3,128 2,908
1,443   1,731 -288
2,622   732 1,890
2,355   1,988 367
1,135   1,072 63
1,163   1,677 -514
1,896   1,621 275
84   120 -36
892   880 12
1,956   1,316 640
2,208   1,650 558
755   386 369
1,076   911 165
1,461   1,369 92
1,939   1,627 312
606   1,153 -547
1,350   1,549 -199
900   817 83
605   646 -41
2,063   1,657 406
834   504 330
1,006   682 324
809   578 231
1,503   1,043 460
1,933   1,777 156
2,080   1,082 998
714   430 284
1,065   1,083 -18
4,454   1,215 3,239
2,891   1,874 1,017
1,907   2,005 -98
1,250   1,227 23
2,382   968 1,414
2,120   1,499 621
374   391 -17
1,062   869 193
3,373   3,036 337
1,455   1,610 -155
1,489   1,447 42
1,838   1,770 68
1,936   1,151 785
1,332   994 338
1,642   2,237 -595
1,642   2,315 -673
1,252   1,797 -545
1,028   1,224 -196
774   382 392
766   713 53
306   344 -38
3,238   3,113 125
943   1,039 -96
1,976   1,908 68
545   416 129
2,592   1,962 630
569   546 23
1,776   926 850
829   497 332
711   715 -4
1,989   2,089 -100
744   573 171
2,586   2,224 362
430   423 7
430   318 112
462   358 104
1,946   1,851 95
1,738   997 741
439   868 -429
1,742   1,789 -47
806   979 -173
691   707 -16
2,951   1,463 1,488
3,696   206 3,490
317   305 12
1,780   1,854 -74
2,859   773 2,086
2,398   1,835 563
648   1,146 -498
216   324 -108
849   710 139
724   587 137
1,101   945 156
842   1,026 -184
1,336   1,151 185
2,539   1,598 941
2,486   1,224 1,262
1,148   1,142 6
240   206 34
285   344 -59
41   76 -35
1,222   415 807
969   1,489 -520
986   941 45
1,429   888 541
184   115 69
1,035   1,175 -140
949   2,373 -1,424
1,736   1,409 327
1,148   1,133 15
259   404 -145
518   687 -169
1,751   1,814 -63
1,878   2,777 -899
2,499   2,350 149
1,990   1,068 922
634   671 -37
1,564   1,512 52
1,693   620 1,073
1,219   1,127 92
830   992 -162
1,415   1,228 187
2,426   1,609 817
1,279   807 472
3,716   2,061 1,655
697   666 31
484   388 96
326   376 -50
2,012   1,112 900
1,871   2,002 -131
651   672 -21
2,344   1,327 1,017
2,590   1,656 934
787   765 22
1,114   1,046 68
1,744   1,707 37
1,936   1,734 202
2,281   1,825 456
1,395   580 815
764   1,942 -1,178
506   644 -138
2,929   1,401 1,528
1,058   1,596 -538
972   1,054 -82
1,710   1,008 702
1,855   1,605 250
1,768   2,318 -550
312   325 -13
2,742   753 1,989
321   260 61
3,066   1,723 1,343
704   178 526
647   673 -26
1,769   1,504 265
1,434   1,246 188
478   456 22
3,691   1,819 1,872
382   459 -77
1,338   1,584 -246
1,302   1,592 -290
824   950 -126
327   406 -79
669   672 -3
2,006   2,047 -41
524   628 -104
2,519   1,238 1,281
420   219 201
3,006   2,923 83
2,375   1,268 1,107
214   347 -133
1,149   1,544 -395
4,336   987 3,349
2,048   2,960 -912
732   768 -36
460   498 -38
1,130   990 140
4,015   911 3,104
1,996   1,196 800
1,031   513 518
1,316   836 480
1,298   1,559 -261
325   384 -59
958   930 28
4,214   3,420 794
494   294 200
628   604 24
2,668   1,119 1,549
529   519 10
1,103   971 132
477   644 -167
34   20 14
3,722   2,890 832
2,835   2,196 639
115,897   101,381 14,516
4,322   2,945 1,377
535   342 193
5,243   2,788 2,455
2,569   1,693 876
435   336 99
749   665 84
504   358 146
743   377 366
758   372 386
869   450 419
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
      11,298
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       260
b       961
c       616
d       76
e       4
      154
      20
      933
      1,009
      -2
      590
      298
      103
      -146
      59
      -615
      -90
      69
      147
      3,432
      454
      51
      324
      1,729
      20
      -1,403
      579
      410
      101
      -12
      9
      -647
      -70
      271
      -84
      -124
      597
      204
      303
      56
      575
      -33
      321
      -4
      281
      -221
      96
      47
      -105
      -49
      766
      173
       
      350
      303
      11
      -69
      15
       
      596
      3
      105
      -5,939
      806
      -5,892
      -317
      -350
      -4,868
      115
      -2,157
      -118
      -173
      -205
      -309
      -1,055
      -341
      -157
      -6
      74
      -684
      -91
      -243
      -775
      1,128
      16
      -185
      -221
      -218
      1,193
      173
      -49
      181
      -1,415
      -410
      14,171
      1,500
      -14
      339
      -370
      527
      100
      496
      120
      -223
      -54
      -3,267
      25
      2,502
      32
      -57
      -99
      -62
      -71
      402
      -9
      589
      873
      325
      387
      22
      296
      -36
      452
      1,571
      196
      473
      63
      466
      -47
      -935
      333
      -29
      -41
      965
      -207
      446
      2,550
      -102
      -386
      -9
      -65
      -891
      163
      215
      550
      -419
      1,457
      58
      370
      64
      638
      -688
      195
      105
      -247
      86
      -71
      2,286
      254
      1,735
      -74
      1,120
      67
      77
      34
      -236
      3,065
      195
      1,023
      439
      -534
      2,908
      -288
      1,890
      367
      63
      -514
      275
      -36
      12
      640
      558
      369
      165
      92
      312
      -547
      -199
      83
      -41
      406
      330
      324
      231
      460
      156
      998
      284
      -18
      3,239
      1,017
      -98
      23
      1,414
      621
      -17
      193
      337
      -155
      42
      68
      785
      338
      -595
      -673
      -545
      -196
      392
      53
      -38
      125
      -96
      68
      129
      630
      23
      850
      332
      -4
      -100
      171
      362
      7
      112
      104
      95
      741
      -429
      -47
      -173
      -16
      1,488
      3,490
      12
      -74
      2,086
      563
      -498
      -108
      139
      137
      156
      -184
      185
      941
      1,262
      6
      34
      -59
      -35
      807
      -520
      45
      541
      69
      -140
      -1,424
      327
      15
      -145
      -169
      -63
      -899
      149
      922
      -37
      52
      1,073
      92
      -162
      187
      817
      472
      1,655
      31
      96
      -50
      900
      -131
      -21
      1,017
      934
      22
      68
      37
      202
      456
      815
      -1,178
      -138
      1,528
      -538
      -82
      702
      250
      -550
      -13
      1,989
      61
      1,343
      526
      -26
      265
      188
      22
      1,872
      -77
      -246
      -290
      -126
      -79
      -3
      -41
      -104
      1,281
      201
      83
      1,107
      -133
      -395
      3,349
      -912
      -36
      -38
      140
      3,104
      800
      518
      480
      -261
      -59
      28
      794
      200
      24
      1,549
      10
      132
      -167
      14
      832
      639
      14,516
      1,377
      193
      2,455
      876
      99
      84
      146
      366
      386
      419
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 113,767
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 1,747
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 1,747
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 1,747
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,600
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 1,600
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 9 147
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)
    bulletVT
    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 ofbulletPEOPLES UNITED BANK, KELLY KIMBALL Telephone no.bullet (802) 660-1494

    Located atbullet77 PINE STREETBURLINGTONVT ZIP+4bullet05401
    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
    PEOPLES UNITED BANK TRUSTEE
    0
    18,732    
    850 MAIN STREET RC 13-505
    BRDIGEPORT,CT066044913
    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
    1,529,515
    b
    Average of monthly cash balances.......................
    1b
    143,743
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,673,258
    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
    1,673,258
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,099
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,648,159
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    82,408
    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
    82,408
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,747
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,747
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    80,661
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    80,661
    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
    80,661
    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
    72,558
    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
    72,558
    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
    72,558
    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 80,661
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 39,818
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 72,558
    a Applied to 2019, but not more than line 2a 39,818
    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..... 32,740
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    47,921
    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 e-mail address of the person to whom applications should be addressed:
    Middlebury Union High School Attn
    73 Charles Avenue
    Middlebury,VT05753
    (802) 382-1500
    -
    bThe form in which applications should be submitted and information and materials they should include:
    Standard application available from home teachers and guidance department
    cAny submission deadlines:
    TBA
    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
    Sean Dougherty
    Emerson College
    120 BOYLSTON ST
    Boston,MA02116
    NONE N/A SCHOLARSHIP 1,158
    Slas Conlon
    Tufts University
    274 TREMONT ST
    Boston,MA02111
    NONE N/A SCHOLARSHIP 875
    PAIGE CUSANELLI
    27 BASCOM RD
    ORWELL,VT05750
    NONE N/A SCHOLARSHIP 406
    RYAN LATHROP
    99 MOUNTAINSIDE VIEW
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 500
    SABINA WARD
    195 IRONHORSE RD
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 250
    JUSTIN JACKSON
    PO BOX 531
    EAST MIDDLEBURY,VT05740
    NONE N/A SCHOLARSHIP 500
    KYLIE COMEAU
    6212 GOODRICH CORNER ROAD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 350
    AILEEN BOSWORTH
    120 MEETING HOUSE LANE
    WEYBRIDGE,VT05753
    NONE N/A SCHOLARSHIP 250
    JOSIE BRENNAN
    8 MEADOW LN
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 1,000
    ADELAIDE BROOKS
    43 MAIN ST
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 533
    EMMA BEAUCHEMIN
    35 BOWMAN RD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 250
    NATALI SULLIVAN
    1089 MAPLE STREET
    SALISBURY,VT05769
    NONE N/A SCHOLARSHIP 750
    GWEN STAFFORD
    1707 NORTH CREAM HILL RD
    SHOREHAM,VT05770
    NONE N/A SCHOLARSHIP 500
    ROBERT KENFIELD
    4 SUNSET DRIVE
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 1,000
    ALETA MATHERS
    PO BOX 326
    WEST BURKE,VT05871
    NONE N/A SCHOLARSHIP 500
    DAVID PETERS
    2156 WEST SALISBURY RD
    SALISBURY,VT05769
    NONE N/A SCHOLARSHIP 250
    CLAIRE HOLLOWAY
    PO BOX 4
    MONKTON,VT05469
    NONE N/A SCHOLARSHIP 700
    BRIANNA BILLINGS
    4156 MONKTON ROAD
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 533
    OWEN PALCSIK
    174 SOUTH RIDGE DRIVE
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 750
    ALEXIS KOUWENHOVEN
    1825 MEEHAN RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 500
    COLE KOUWENHOVEN
    1826 MEEHAN RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 750
    ABIGAIL HOFF
    68 MAPLE ST
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 750
    TAYLOR MOULTON
    1190 HALLADAY RD
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    KELSEY BUTEAU
    3 LEDGEWOOD COURT
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 500
    ADDISON HARRIS
    934 BEN ROBERTS RD
    STARKSBORO,VT05487
    NONE N/A SCHOLARSHIP 250
    HUNTER GALE
    PO BOX 672
    EAST MIDDLEBURY,VT05740
    NONE N/A SCHOLARSHIP 250
    ISAIAH BULLOCK
    76 PETERSON TERRACE
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    ANTHONY GARNER
    380 LEISURE LANE
    BRANDON,VT05733
    NONE N/A SCHOLARSHIP 250
    RILEY OCHS
    429 MT INDEPENDENCE RD
    ORWELL,VT05750
    NONE N/A SCHOLARSHIP 406
    MAIZY SCOUT-SHEPARD
    59 MUNSILL AVE
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 750
    SIOBHAN EAGAN
    8 SWANAGE COURT
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 533
    GRACE TUCKER
    191 BURNHAM DRIVE
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 500
    EMILY PECSOK
    1402 SPERRY RD
    CORNWALL,VT05753
    NONE N/A SCHOLARSHIP 750
    MARY EASTMAN
    757 WEYBRIDGE ST
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 725
    JUSTIN MCENTEE
    207 MONKTON ROAD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 1,000
    GABRIEL CASON
    203 MONROE ST
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    LEAH CROKE
    530 ROUND BARN RD
    FERRISBURGH,VT05456
    NONE N/A SCHOLARSHIP 533
    RYAN NADEAU
    427 WOOSTER RD
    WHITING,VT05778
    NONE N/A SCHOLARSHIP 250
    EMILY BRINKMAN
    187 TRI TOWN ROAD
    ADDISON,VT05491
    NONE N/A SCHOLARSHIP 533
    LUKE BERGMANS
    2003 MIDDLEBROOK ROAD
    FERRISBURGH,VT05456
    NONE N/A SCHOLARSHIP 533
    OWEN DARLING
    57 LIBERTY ST
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 875
    EMMA CAMPBELL
    889 STATES PRISON HALLOW RD
    STARKSBORO,VT05487
    NONE N/A SCHOLARSHIP 2,000
    SYDNEY MINNERLY
    2534 DOWNINGSVILL RD
    LINCOLN,VT05443
    NONE N/A SCHOLARSHIP 500
    RYLEE-MAE MASON
    789 EAST ST
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 750
    OLIVIA POTTINGER
    242 SOUTH BINGHAM ST
    CORNWALL,VT05753
    NONE N/A SCHOLARSHIP 500
    SOPHIE HATCH
    861 MONKTON ROAD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 1,000
    REBECCA LAURENT
    47 HIDDEN DR
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 500
    IAN OUELLETTE
    955 DELORM RD
    LEICESTER,VT05733
    NONE N/A SCHOLARSHIP 419
    RORY PATCH
    1168 FOUR WINDS ROAD
    NORTH FERRISBURGH,VT05473
    NONE N/A SCHOLARSHIP 1,008
    PETER KOENIG
    2856 RTE 116
    STARKSBORO,VT05487
    NONE N/A SCHOLARSHIP 200
    EZEKIEL PALMER
    42 EAST STREET
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 600
    SAMANTHA PAIGE
    159 SOUTH MAIN STREET
    ROCHESTER,VT05767
    NONE N/A SCHOLARSHIP 500
    ELIZABETH SIMINITUS
    3356 IRELAND RD
    STARKSBORO,VT05487
    NONE N/A SCHOLARSHIP 425
    CIARA MCCLAY
    67 MIDDLEBROOK ROAD
    FERRISBURGH,VT05456
    NONE N/A SCHOLARSHIP 350
    OLIVIA HEATH
    80 STONEWALL DR
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 700
    EMILY JACKSON
    1522 MAPLE STREET
    WALTHAM,VT05491
    NONE N/A SCHOLARSHIP 350
    KATHERINE KOEHLER
    UNIVERSITY OF WISCONSIN MADISON
    1491 ROUTE 30
    CORNWALL,VT05753
    NONE N/A SCHOLARSHIP 250
    KAIDEN WILSON
    2903 MUNGER ST
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 500
    BRIANNA VANDERWEY
    660 SAND ROAD
    FERRISBURGH,VT05456
    NONE N/A SCHOLARSHIP 350
    BETHANY DELGADILLO
    6588 VT RT 22A
    ADDISON,VT05491
    NONE N/A SCHOLARSHIP 500
    EMMA VANACORE
    1445 HEMENWAY RD
    BRIDPORT,VT05734
    NONE N/A SCHOLARSHIP 250
    CHESSLEY JACKMAN
    73 NORTH ST
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 2,050
    EMMA BRYANT
    149 GREEN STREET
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 350
    EDEN GINSBURG
    143 NORTH ST
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 798
    MOLLY MURRAY
    1658 BRISTOL RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 750
    ABIGAIL SMITH
    7118 VT RTE 17 WEST
    ADDISON,VT05491
    NONE N/A SCHOLARSHIP 375
    RAYVEN PERKINS
    831 HOPKINS ROAD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 600
    BENJAMIN CLARK
    2111 GREEN STREET
    WALTHAM,VT05491
    NONE N/A SCHOLARSHIP 600
    WALKER WHITTEMORE
    3105A RIVER RD
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 300
    RICHMOND RATHBUN
    PO BOX 113
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 600
    EMILY POTTINGER
    242 SOUTH BINGHAM STREET
    CORNWALL,VT05753
    NONE N/A SCHOLARSHIP 500
    CARLY LAROCQUE
    429 MAPLE STREET
    SALISBURY,VT05769
    NONE N/A SCHOLARSHIP 250
    CEDAR WINSLOW
    85 SOUTH WATER STREET
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 350
    ETHAN SULIK-DOTY
    410 LEICESTER WHITING RD
    WHITING,VT05778
    NONE N/A SCHOLARSHIP 270
    ADA ANDERSON
    30 GRIST MILL ROAD
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 1,375
    JAMESON HAGGETT
    10 THOMAS CIRCLE
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 600
    COOPER O'BRIEN
    120 WILD TURKEY LANE
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 500
    AINE ALEXANDER
    University of Vermont
    1294 WEST HILL ROAD
    LINCOLN,VT05443
    NONE N/A SCHOLARSHIP 500
    DYLAN RAPOPORT
    119 MAIN STREET
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 500
    WESTON ALLRED
    38 MOUNTAIN ST
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 750
    SAWYER FORBES
    844 LOWER NOTCH RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 300
    RYAN ADAMS
    563 ROTAX RD
    N FERRISBURGH,VT05473
    NONE N/A SCHOLARSHIP 625
    JAYDEN FITZGERALD
    1046 US ROUTE 7
    SALISBURY,VT05769
    NONE N/A SCHOLARSHIP 500
    CORA FUNKE
    2074 MONKTON RD
    N FERRISBURGH,VT05473
    NONE N/A SCHOLARSHIP 775
    MARINA HERREN-LAGE
    PO BOX 141
    SHOREHAM,VT05770
    NONE N/A SCHOLARSHIP 250
    ISAIAH DINAPOLI
    3361 MOUNTAIN RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 200
    ALTHEA KANE
    1638 DRAKE WOODS RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 250
    LINDSEY ARMELL
    901 COVERED BRIDGE RD
    N FERRISBURGH,VT05473
    NONE N/A SCHOLARSHIP 300
    JESSE RUBIN
    769 HAPPY VALLEY ROAD
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    ETHAN REIDERER
    983 TOWN LINE ROAD
    GRANVILLE,VT05747
    NONE N/A SCHOLARSHIP 500
    SAMUEL DALY
    147 ROLLING ACRES
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 500
    EMILY TARDIE
    379 NORTH ST APT 1
    NEW HAVEN,VT05472
    NONE N/A SCHOLARSHIP 425
    MORGAN LYNK
    108 ALLEN ROAD
    PANTON,VT05491
    NONE N/A SCHOLARSHIP 350
    ANDREW LANTHIER
    89 NEEDHAM HILL RD
    ORWELL,VT05750
    NONE N/A SCHOLARSHIP 406
    QUINN CASILLAS
    971 HARDSCRABBLE RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 500
    ERIK MCLYSAGHT
    178 JIM DWIRE RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 750
    BESS GRAMLING
    3319 MONKTON ROAD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 500
    SYDNEY PROVENCHER
    128 WARD DRIVE
    BRIDPORT,VT05734
    NONE N/A SCHOLARSHIP 250
    HAYDEN HULL
    2739 LEICESTER WHITING RD
    WHITING,VT05778
    NONE N/A SCHOLARSHIP 270
    CELESTE BERENBAUM
    3052 SOUTH ST EXT
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 500
    CASSATT MELCHIOR
    4764 SOUTH 116 RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 250
    TAKUMI MELCHIOR
    4764 SOUTH 116 RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 500
    OLIVIA SCHER
    12 WILCOX RD
    ORWELL,VT05750
    NONE N/A SCHOLARSHIP 406
    TUCKER MOULTON
    20 COURT STREET
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 500
    AUDREY HUSTON
    3869 MAPLE STREET
    WALTHAM,VT05491
    NONE N/A SCHOLARSHIP 1,500
    MAXIMILION DOHERTY-KONCZAL
    202 BARNUM RD
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 1,000
    EMILY ROONEY
    499 PLANK ROAD
    VERGENNES,VT05491
    NONE N/A SCHOLARSHIP 533
    ANNIE LAPINER
    10 CHIPMAN HEIGHTS
    MIDDLEBURY,VT05753
      N/A SCHOLARSHIP 500
    ALISON SEATON
    1117 SHEEP FARM RD
    WEYBRIDGE,VT05753
    NONE N/A SCHOLARSHIP 500
    BENJAMIN TURNER
    1108 QUARRY RD
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 750
    NORA DRAPER
    109 SOUTH MAIN STREET
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 1,375
    GRACE WIDELITZ
    50 WASHINGTON ST
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    VIRGINIA PATZ
    2012 BARNUM HILL RD
    SHOREHAM,VT05770
    NONE N/A SCHOLARSHIP 750
    MARIN HOWELL
    7020 VT RT 22A
    ADDISON,VT05491
    NONE N/A SCHOLARSHIP 382
    ISABELLA PISTILLI
    1 LANTERN LANE
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    EVA PHAIR
    3372 RT 30
    CORNWALL,VT05753
    NONE N/A SCHOLARSHIP 750
    KENNETH BARKDOLL
    2861 RT 74 EAST
    SHOREHAM,VT05770
    NONE N/A SCHOLARSHIP 750
    ELEANOR MCGARRY
    180 ROGERS ROAD
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    DIYA TAYLOR
    35 SOUTH STREET
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 750
    PETER WOLOSINKI
    1619 HALLADAY RD
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    ALICE GANEY
    17 HIGH ST
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 500
    ISADORA LUKSCH
    3 MEADOW WAY
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 250
    ETHAN DEWITT
    21 MUNSILL AVE
    BRISTOL,VT05443
      N/A SCHOLARSHIP 500
    THOMAS ROSS-CARR
    75 TAYLOR AVE
    BRISTOL,VT05443
    NONE N/A SCHOLARSHIP 375
    SEPEHR BELAR
    31 NORTH PLEASANT STREET APT C
    MIDDLEBURY,VT05753
    NONE N/A SCHOLARSHIP 350
    MARGRETA HARDY-MITTELL
    Carleton College
    PO BOX 343
    EAST MIDDLEBURY,VT05740
    NONE N/A SCHOLARSHIP 1,000
    Madeline Bernoudy
    Addison Central School
    7 CLEVELAND DRIVE
    Addison,NY14801
    NONE N/A SCHOLARSHIP 1,000
    Total .................................bullet 3a 70,685
    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 30,399  
    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 ............
        18 113,767  
    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)..   144,166  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    144,166
    (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:
    CROVAT MARIE TUW CHAR 31C017014
    EIN:
    03-6040021
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 900 900    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CROVAT MARIE TUW CHAR 31C017014
    EIN:
    03-6040021
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS - SEE ATTACHED 690,706 731,259

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CROVAT MARIE TUW CHAR 31C017014
    EIN:
    03-6040021
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK - SEE ATTACHED 695,936 934,992

    TY 2020 OtherDecreasesSchedule
    Name:
    CROVAT MARIE TUW CHAR 31C017014
    EIN:
    03-6040021
    Description Amount
    POSTING ADJUSTMENT 1,852
    SALES FOUND UPDATES 5,025


    TY 2020 OtherExpensesSchedule
    Name:
    CROVAT MARIE TUW CHAR 31C017014
    EIN:
    03-6040021
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 1 1   0


    TY 2020 TaxesSchedule
    Name:
    CROVAT MARIE TUW CHAR 31C017014
    EIN:
    03-6040021
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 16 16   0
    FEDERAL TAX PAYMENT - PRIOR YE 636 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,600 0   0
    FOREIGN TAXES ON QUALIFIED FOR 88 88   0
    FOREIGN TAXES ON NONQUALIFIED 6 6   0