TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
MAIHAUGEN FOUNDATION INC AGENCY 1045002262

Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601

A Employer identification number

39-1857836

B Telephone number (see instructions)

(608) 782-1148

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,258,409J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	184,299
2	Check .............
3	Interest on savings and temporary cash investments	365		365
4	Dividends and interest from securities...	69,452		69,452
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		208,432
b	Gross sales price for all assets on line 6a 1,962,605
7	Capital gain net income (from Part IV, line 2)...			208,432
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).......		11,035
12	Total. Add lines 1 through 11........	473,583		278,249
13	Compensation of officers, directors, trustees, etc.	22,303		22,303
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).......		2,000	0	0	2,000
c	Other professional fees (attach schedule)....		4,021	4,021		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		5,206	5,206		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).......		631			631
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	34,161		31,530	0	2,631
25	Contributions, gifts, grants paid.......	176,180				176,180
26	Total expenses and disbursements. Add lines 24 and 25	210,341		31,530	0	178,811
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	263,242
b	Net investment income (if negative, enter -0-)			246,719
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	74,820	88,422	88,422
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	3,094,552	3,338,255	4,169,987
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,169,372	3,426,677	4,258,409
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,169,372	3,426,677
	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).....	3,169,372	3,426,677
	30	Total liabilities and net assets/fund balances (see instructions).	3,169,372	3,426,677

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,169,372

Enter amount from Part I, line 27a .....................

263,242

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,432,614

Decreases not included in line 2 (itemize) bullet

5,937

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,426,677

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	125. FASTENAL CO		2017-06-05	2020-01-14
b	25. NVIDIA CORP		2019-10-23	2020-01-14
c	25. APPLE INC		2014-02-11	2020-01-21
d	25. ALLERGAN PLC NPV		2013-06-03	2020-01-24
e	120. HEALTHSTREAM INC		2016-01-14	2020-01-28
	125. BRISTOL MYERS SQUIBB CO CVR		2017-11-07	2020-02-05
	25. FRESHPET INC		2016-04-27	2020-02-13
	50. TELADOC INC		2017-06-22	2020-02-13
	88. CARNIVAL PLC ADR		2016-01-04	2020-03-10
	150. ENI SPA SPONSORED ADR		2018-07-24	2020-03-10
	625. ENERPLUS CORP NPV		2019-05-02	2020-03-10
	73. ROSS STORES INC		2017-08-28	2020-03-10
	25. ROSS STORES INC		2019-06-04	2020-03-10
	25. EOG RESOURCES INC		2015-10-09	2020-03-19
	50. OCCIDENTAL PETROLEUM CORP		2017-11-28	2020-03-19
	25. OCCIDENTAL PETROLEUM CORP		2019-09-26	2020-03-19
	4. ALPHABET INC CL C		2011-10-10	2020-03-31
	25. APPLE INC		2014-02-11	2020-03-31
	100. BANCOLOMBIA SA SPONSORED ADR		2019-03-13	2020-03-31
	31. BIO-TECHNE CORP		2015-03-18	2020-03-31
	6. BOOKING HOLDINGS INC		2014-06-19	2020-03-31
	30. CABOT MICROELECTRONICS CORP		2010-11-23	2020-03-31
	15. CHEMED CORP		2010-11-23	2020-03-31
	36. DOVER CORP		2015-09-17	2020-03-31
	25. EDWARDS LIFESCIENCES CORP		2017-09-28	2020-03-31
	20. FACEBOOK INC		2018-02-14	2020-03-31
	75. HUB GROUP INC		2019-06-27	2020-03-31
	107. MAGNA INTERNATIONAL INC CLASS A		2015-09-17	2020-03-31
	50. MOOG INC CLASS A		2018-05-30	2020-03-31
	58. PEGASYSTEMS INC		2014-09-15	2020-03-31
	46. POWER INTEGRATIONS INC		2014-12-09	2020-03-31
	75. PROTO LABS INC		2015-09-17	2020-03-31
	25. ROGERS CORP		2019-10-31	2020-03-31
	67. SPS COMMERCE INC		2015-10-20	2020-03-31
	50. SPX FLOW INC		2019-06-27	2020-03-31
	73. SONY CORP ADR		2018-03-21	2020-03-31
	25. CANTEL MEDICAL CORP		2019-01-30	2020-04-20
	250. FASTENAL CO		2017-07-21	2020-04-20
	100. GILDAN ACTIVEWEAR INC NPV		2019-08-29	2020-04-20
	37. PENNANT GROUP INC		2018-10-30	2020-04-20
	25. CREDICORP LTD		2018-06-26	2020-04-20
	450. CHINA UNICOM (HONG KONG) LTD ADR		2019-03-08	2020-05-11
	25. OCEANEERING INTERNATIONAL INC		2019-05-31	2020-05-11
	100. OCEANEERING INTERNATIONAL INC		2019-05-10	2020-05-11
	50. ORTHOFIX MEDICAL INC		2019-04-17	2020-05-11
	50. TELADOC INC		2019-04-04	2020-05-11
	375. PETROLEO BRASILEIRO SA ADR		2019-03-08	2020-05-12
	25.5 OTIS WORLDWIDE		2010-11-23	2020-05-13
	9. ALIBABA GROUP HOLDING LTD		2019-10-07	2020-05-19
	125. ALLY FINL INC		2020-01-07	2020-05-19
	11. AMEDISYS INC		2019-06-10	2020-05-19
	855.454 AMERICAN BEACON GLOBAL EV FRNT MRKT INC		2019-04-24	2020-05-19
	30. AMERISOURCEBERGEN CORP		2015-09-17	2020-05-19
	25. APPLE INC		2014-02-11	2020-05-19
	40. BLACKLINE INC		2018-02-26	2020-05-19
	4. BOOKING HOLDINGS INC		2016-01-28	2020-05-19
	16. CDW CORP		2019-11-05	2020-05-19
	9. CANADIAN PACIFIC RAILWAY LTD NPV		2018-11-27	2020-05-19
	70. CHEGG INC		2018-12-12	2020-05-19
	29. EDWARDS LIFESCIENCES CORP		2017-11-08	2020-05-19
	147. ENVISTA HOLDINGS CORP		2020-03-31	2020-05-19
	25. EXPONENT INC		2016-11-22	2020-05-19
	25. FLEETCOR TECHNOLOGIES INC		2019-10-23	2020-05-19
	93. GENTEX CORP		2010-11-23	2020-05-19
	2462.019 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I		2018-10-04	2020-05-19
	5667.746 LORD ABBETT INFLATION FOCUSED I		2018-08-01	2020-05-19
	29. MAXIMUS INC		2014-06-19	2020-05-19
	62. NINTENDO CO LTD ADR		2019-07-01	2020-05-19
	73. NIPPON TELEGRAPH & TELEPHONE ADR		2010-12-16	2020-05-19
	9. NVIDIA CORP		2019-08-01	2020-05-19
	81. PRA GROUP INC		2016-01-14	2020-05-19
	15. PAYLOCITY HOLDING CORP		2016-06-30	2020-05-19
	12. PAYPAL HOLDINGS INC		2017-02-27	2020-05-19
	7488.021 PIMCO SHORT ASSET INVESTMENT INSTL		2019-04-24	2020-05-19
	32. TAIWAN SEMICONDUCTOR MFG SPON ADR		2012-09-24	2020-05-19
	55. TERADYNE INC		2016-08-10	2020-05-19
	31. US PHYSICAL THERAPY INC		2018-04-26	2020-05-19
	1607. VANGUARD FTSE DEVELOPED MARKETS ETF		2019-04-23	2020-05-19
	2768.526 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2019-02-28	2020-05-19
	59. WORKIVA INC		2018-02-27	2020-05-19
	45. YUM CHINA HOLDINGS INC		2019-03-13	2020-05-19
	34. GLOBANT SA		2018-06-25	2020-05-19
	531.238 AMERICAN BEACON GLOBAL EV FRNT MRKT INC		2019-04-24	2020-07-07
	72. BANK NEW YORK MELLON CORP		2010-12-16	2020-07-07
	260. BLOOMIN BRANDS		2020-05-19	2020-07-07
	94. CRH PLC ADR		2017-03-20	2020-07-07
	44. CANADIAN NATL RAILWAY CO NPV		2013-09-10	2020-07-07
	134. CAPGEMINI S E NPV ADR		2014-02-11	2020-07-07
	8. CHEMED CORP		2010-11-23	2020-07-07
	21. CHEVRONTEXACO CORP		2010-11-23	2020-07-07
	67. COUSINS PROPERTIES INC NPV		2018-02-01	2020-07-07
	1219.357 DREIHAUS ACTIVE INCOME FUND		2015-10-21	2020-07-07
	34. FACEBOOK INC		2018-03-22	2020-07-07
	1368.556 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I		2014-09-15	2020-07-07
	7. HUMANA INC		2016-07-01	2020-07-07
	44. JOYY INC ADR		2018-03-21	2020-07-07
	169.164 LORD ABBETT INFLATION FOCUSED I		2018-08-01	2020-07-07
	93. NATIONAL INSTRUMENTS CORP		2014-12-09	2020-07-07
	39. NEOGEN CORP		2014-06-19	2020-07-07
	33. NORTHWESTERN CORP		2018-04-18	2020-07-07
	20. NOVARTIS AG SPONSORED ADR		2019-07-23	2020-07-07
	112. NUANCE COMMUNICATIONS INC		2020-05-19	2020-07-07
	1242.908 PIMCO INCOME FUND I		2017-06-16	2020-07-07
	250. SEVEN & I HOLDINGS UNSPN ADR		2019-03-08	2020-07-07
	63. TAIWAN SEMICONDUCTOR MFG SPON ADR		2012-09-24	2020-07-07
	45. TERADYNE INC		2016-08-10	2020-07-07
	39. TOKYO ELECTRON ADR		2020-03-10	2020-07-07
	29. TRACTOR SUPPLY CO		2017-03-09	2020-07-07
	91. URBAN OUTFITTERS INC		2020-05-19	2020-07-07
	392. VANGUARD FTSE DEVELOPED MARKETS ETF		2016-10-24	2020-07-07
	284.626 VANGUARD MORTGAGE-BACKED SECURITIES INDE		2018-11-02	2020-07-07
	79. VEOLIA ENVIRONNEMENT SA ADR		2019-06-21	2020-07-07
	.388 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC		2017-06-22	2020-07-23
	34. APPLE INC		2014-02-11	2020-08-24
	28. ARKEMA SA		2016-09-28	2020-08-24
	30. CNOOC LTD ADR		2017-10-26	2020-08-24
	30. CHEGG INC		2018-12-12	2020-08-24
	67. COUSINS PROPERTIES INC NPV		2020-05-19	2020-08-24
	39. COUSINS PROPERTIES INC NPV		2018-02-01	2020-08-24
	200. DAIWA HOUSE INDUSTRY CO LTD ADR		2019-07-23	2020-08-24
	23. ELECTRONIC ARTS INC		2019-05-17	2020-08-24
	47. ENSIGN GROUP INC		2020-07-07	2020-08-24
	7434.295 FIDELITY U.S. BOND INDEX FUND		2019-08-06	2020-08-24
	45. GIBRALTAR INDUSTRIES INC		2018-06-27	2020-08-24
	31. MERITAGE HOMES CORP		2019-06-05	2020-08-24
	13. MICROSOFT CORP		2020-05-19	2020-08-24
	7. NEXTERA ENERGY INC		2015-09-17	2020-08-24
	19. PAYPAL HOLDINGS INC		2017-02-27	2020-08-24
	51. QUANTA SERVICES INC		2016-03-22	2020-08-24
	30. STARBUCKS CORP		2019-02-27	2020-08-24
	139. TALOS ENERGY INC		2020-05-19	2020-08-24
	100. TALOS ENERGY INC		2019-06-14	2020-08-24
	88. TAYLOR MORRISON HOME CORP		2020-05-19	2020-08-24
	150. UNITED OVERSEAS BANK ADR		2018-02-02	2020-08-24
	50. VERINT SYSTEMS INC		2015-08-12	2020-08-24
	17. VISA INC		2014-09-15	2020-08-24
	15. WAL MART STORES INC		2010-12-16	2020-08-24
	22. WILLIAMS-SONOMA INC		2020-07-07	2020-08-24
	110. WILLSCOT MOBILE MINI HOLDINGS CORP		2014-09-15	2020-08-24
	.137 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC		2017-06-22	2020-08-27
	24. ABBOTT LABORATORIES		2014-06-19	2020-09-21
	5. ALPHABET INC CL A		2014-09-15	2020-09-21
	127. APPLE INC		2014-02-11	2020-09-21
	51. BRISTOL-MYERS SQUIBB CO		2017-04-12	2020-09-21
	17.00001 CDW CORP		2019-11-05	2020-09-21
	25.99999 CDW CORP		2019-11-05	2020-09-21
	37. CENETENE CORP		2015-06-09	2020-09-21
	102. CHUGAI PHARMACEUTICAL CO LTD ADR		2019-08-29	2020-09-21
	45. COPART INC		2020-08-24	2020-09-21
	36. DESCARTES SYSTEMS GROUP INC		2019-05-07	2020-09-21
	52. DISCOVER FINANCIAL SERVICES		2014-06-19	2020-09-21
	19. DOVER CORP		2015-09-17	2020-09-21
	157. EDWARDS LIFESCIENCES CORP		2017-11-08	2020-09-21
	45. ELECTRONIC ARTS INC		2019-05-17	2020-09-21
	53. FACEBOOK INC		2018-03-29	2020-09-21
	3681.868 FIDELITY INFLATION-PROTECTED BOND INDEX		2020-08-24	2020-09-21
	29. FLOOR & DECOR HOLDINGS INC		2018-09-25	2020-09-21
	26. J P MORGAN CHASE & CO		2015-09-17	2020-09-21
	42. KEYSIGHT TECHNOLOGIES INC		2020-05-19	2020-09-21
	8310.60818 LORD ABBETT INFLATION FOCUSED I		2018-08-01	2020-09-21
	357.03982 LORD ABBETT INFLATION FOCUSED I		2017-06-16	2020-09-21
	40. MOTOROLA SOLUTIONS INC		2019-05-28	2020-09-21
	16. NVIDIA CORP		2019-08-01	2020-09-21
	47. PAYPAL HOLDINGS INC		2017-02-27	2020-09-21
	75. PORTLAND GENERAL ELECTRIC CO		2018-06-05	2020-09-21
	19. T ROWE PRICE GROUP INC		2015-01-20	2020-09-21
	13. S&P GLOBAL INC NPV		2020-05-19	2020-09-21
	58. STARBUCKS CORP		2019-02-27	2020-09-21
	72. TRACTOR SUPPLY CO		2017-08-10	2020-09-21
	34. VISA INC		2014-06-19	2020-09-21
	87. ALCON INC		2019-08-29	2020-09-21
	22. ALLSTATE CORP		2010-11-23	2020-10-15
	4. CHARTER COMMUNICATIONS INC		2010-11-23	2020-10-15
	325. DANONE NPV ADR		2019-06-06	2020-10-15
	9. DEERE & CO		2012-04-03	2020-10-15
	1802.931 DREIHAUS ACTIVE INCOME FUND		2015-10-21	2020-10-15
	2104.114 DREIHAUS ACTIVE INCOME FUND		2020-09-21	2020-10-15
	83. ENVISTA HOLDINGS CORP		2020-09-21	2020-10-15
	257. FULTON FINANCIAL CORP		2015-09-17	2020-10-15
	40. INTEL CORP		2015-09-17	2020-10-15
	32. KAISER ALUMINUM CORP		2020-09-21	2020-10-15
	26. KAISER ALUMINUM CORP		2013-04-04	2020-10-15
	52. NATIONAL VISION HOLDINGS INC		2019-05-31	2020-10-15
	211. NIPPON TELEGRAPH & TELEPHONE ADR		2012-04-03	2020-10-15
	36. RITCHIE BROS AUCTIONEERS INC		2014-06-19	2020-10-15
	37. SPS COMMERCE INC		2012-04-03	2020-10-15
	57. 2U INC		2020-09-22	2020-10-15
	14. WAL MART STORES INC		2010-12-16	2020-10-15
	125. NORWEGIAN CRUISE LINE HOLDINGS LTD		2019-01-03	2020-10-15
	36. KORNIT DIGITAL LTD		2020-02-13	2020-10-15
	26. ALARM.COM HOLDINGS INC		2018-08-03	2020-12-04
	16. ASBURY AUTOMOTIVE GROUP INC		2020-08-24	2020-12-04
	309. BRANDYWINE REALTY TRUST		2015-09-17	2020-12-04
	28. CALAVO GROWERS INC		2016-01-14	2020-12-04
	48. CASS INFORMATION SYSTEMS INC		2010-12-16	2020-12-04
	35. DICK'S SPORTING GOODS		2020-07-07	2020-12-04
	13. DISNEY (WALT) CO		2019-07-19	2020-12-04
	64.00011 EOG RESOURCES INC		2016-05-18	2020-12-04
	10.99989 EOG RESOURCES INC		2016-05-18	2020-12-04
	50. EXLSERVICE HOLDINGS INC		2017-02-01	2020-12-04
	16. EXPEDIA INC NEW		2019-03-14	2020-12-04
	13. FIVE BELOW INC		2014-06-19	2020-12-04
	82. FREEPORT MCMORAN COPPER & GOLD CL B		2020-03-31	2020-12-04
	9. GOLDMAN SACHS GROUP INC		2012-11-27	2020-12-04
	3608.716 OAKMARK INTERNATIONAL INST		2019-04-24	2020-12-04
	83. HELMERICH & PAYNE INC		2020-07-07	2020-12-04
	200. HERSHA HOSPITALITY TRUST		2019-02-26	2020-12-04
	321. HERSHA HOSPITALITY TRUST		2020-07-07	2020-12-04
	19. KADANT INC		2020-05-19	2020-12-04
	254. MANULIFE FINANCIAL CORP		2014-02-11	2020-12-04
	106. MARATHON PETROLEUM CORP		2014-12-10	2020-12-04
	175. PLAINS GP HOLDINGS LP CLASS A		2019-04-18	2020-12-04
	92. PROS HOLDINGS		2014-12-09	2020-12-04
	100. RADIAN GROUP INC		2013-09-10	2020-12-04
	124. RADIAN GROUP INC		2020-09-21	2020-12-04
	99. U S BANCORP DEL		2013-11-26	2020-12-04
	11. UNIFIRST CORP		2019-04-17	2020-12-04
	108. AERCAP HOLDINGS NV		2010-11-23	2020-12-04
	71. AERCAP HOLDINGS NV		2020-09-21	2020-12-04
	13. NXP SEMICONDUCTORS NV		2015-04-08	2020-12-04
	7708.871 FIDELITY U.S. BOND INDEX FUND		2019-10-08	2020-12-21
	6328.87 GLENMEDE SECURED OPTIONS I		2018-08-01	2020-12-21
	8789.636 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I		2016-02-03	2020-12-21
	1084.897 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I		2020-08-24	2020-12-21
	333. KDDI CORP ADR		2014-02-11	2020-12-21
	15. PROTO LABS INC		2020-05-19	2020-12-21
	17. TRACTOR SUPPLY CO		2017-08-10	2020-12-21
	11386.219 VANGUARD HIGH YIELD ADM		2020-05-19	2020-12-21
	2577.838 FIDELITY ADVISOR NEW MARKETS INCOME Z		2020-09-21	2020-12-24
	4434. EXXON MOBIL CORP		2020-12-22	2020-12-29
	241. OLD NATIONAL BANCORP		2015-09-17	2020-12-29
	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
	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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,566	2,820	1,746
b	6,262	4,832	1,430
c	7,924	1,916	6,008
d	4,740	2,997	1,743
e	3,059	2,911	148
	431	266	165
	1,721	203	1,518
	5,502	1,697	3,805
	1,809	4,919	-3,110
	2,769	5,676	-2,907
	1,256	5,384	-4,128
	7,141	4,103	3,038
	2,445	2,358	87
	799	2,185	-1,386
	513	3,416	-2,903
	256	1,120	-864
	4,653	1,065	3,588
	6,383	1,916	4,467
	2,443	4,922	-2,479
	5,941	2,829	3,112
	8,080	7,256	824
	3,427	1,198	2,229
	6,495	905	5,590
	3,083	1,821	1,262
	4,724	2,745	1,979
	3,358	3,544	-186
	3,328	3,087	241
	3,470	5,528	-2,058
	2,465	4,297	-1,832
	4,158	1,243	2,915
	4,064	2,347	1,717
	5,819	5,390	429
	2,368	3,499	-1,131
	3,017	2,016	1,001
	1,387	1,985	-598
	4,338	3,581	757
	722	1,978	-1,256
	8,753	5,401	3,352
	1,565	3,689	-2,124
	663	182	481
	3,565	5,526	-1,961
	2,867	5,283	-2,416
	117	414	-297
	468	1,844	-1,376
	1,790	2,619	-829
	9,605	2,799	6,806
	2,358	5,130	-2,772
	1,227	969	258
	1,977	1,522	455
	2,051	3,704	-1,653
	2,135	1,304	831
	6,561	7,406	-845
	2,691	3,192	-501
	7,919	1,916	6,003
	2,671	1,660	1,011
	6,292	4,535	1,757
	1,731	2,162	-431
	2,095	1,824	271
	4,310	2,058	2,252
	6,327	3,165	3,162
	2,523	3,092	-569
	1,685	768	917
	5,974	7,184	-1,210
	2,389	987	1,402
	23,635	27,153	-3,518
	57,528	67,276	-9,748
	2,008	1,212	796
	3,171	2,883	288
	1,632	824	808
	3,249	1,553	1,696
	2,727	4,166	-1,439
	1,854	640	1,214
	1,780	514	1,266
	74,131	75,000	-869
	1,639	475	1,164
	3,430	1,095	2,335
	2,348	2,714	-366
	57,863	65,744	-7,881
	60,354	56,956	3,398
	2,388	1,310	1,078
	2,193	1,846	347
	4,582	1,759	2,823
	4,298	4,599	-301
	2,715	2,120	595
	2,672	3,763	-1,091
	3,383	3,328	55
	3,902	1,452	2,450
	3,113	1,958	1,155
	3,796	483	3,313
	1,832	1,714	118
	1,953	2,420	-467
	10,316	12,413	-2,097
	8,253	5,989	2,264
	14,438	14,288	150
	2,751	1,235	1,516
	3,820	5,650	-1,830
	1,803	2,008	-205
	3,530	2,722	808
	3,036	1,150	1,886
	1,768	1,820	-52
	1,761	1,886	-125
	2,788	2,189	599
	14,331	15,276	-945
	4,017	5,105	-1,088
	3,834	934	2,900
	3,910	896	3,014
	2,705	2,042	663
	3,887	2,096	1,791
	1,520	1,698	-178
	15,515	14,449	1,066
	6,196	5,721	475
	1,777	1,945	-168
	2	3	-1
	17,139	2,606	14,533
	3,127	2,627	500
	3,468	3,892	-424
	2,167	882	1,285
	2,071	1,730	341
	1,205	1,162	43
	5,334	5,873	-539
	3,274	2,240	1,034
	2,734	1,983	751
	93,746	88,840	4,906
	3,037	1,747	1,290
	3,210	1,599	1,611
	2,768	2,411	357
	1,976	403	1,573
	3,749	814	2,935
	2,574	1,163	1,411
	2,353	2,115	238
	1,038	1,689	-651
	747	2,242	-1,495
	2,286	2,018	268
	4,327	6,290	-1,963
	2,273	2,439	-166
	3,493	901	2,592
	1,962	816	1,146
	2,178	1,847	331
	1,947	1,787	160
	1	1
	2,520	977	1,543
	7,116	2,617	4,499
	13,581	2,434	11,147
	2,904	2,851	53
	1,860	2,297	-437
	2,845	3,513	-668
	2,066	1,336	730
	2,253	1,223	1,030
	4,580	4,276	304
	1,849	1,458	391
	2,851	3,223	-372
	2,017	892	1,125
	12,560	5,022	7,538
	5,729	4,384	1,345
	13,119	8,824	4,295
	40,353	38,918	1,435
	2,046	957	1,089
	2,448	1,256	1,192
	4,083	4,075	8
	91,832	98,254	-6,422
	3,945	4,213	-268
	6,128	6,080	48
	7,866	2,761	5,105
	8,520	2,013	6,507
	2,568	3,228	-660
	2,357	1,545	812
	4,511	4,099	412
	4,810	4,088	722
	9,912	4,874	5,038
	6,662	1,785	4,877
	4,910	5,261	-351
	2,018	654	1,364
	2,523	239	2,284
	4,175	5,303	-1,128
	2,144	712	1,432
	15,145	18,336	-3,191
	17,675	17,726	-51
	2,174	1,940	234
	2,598	3,201	-603
	2,127	1,205	922
	1,989	1,716	273
	1,616	1,614	2
	2,108	1,436	672
	4,450	2,366	2,084
	2,280	894	1,386
	3,169	473	2,696
	2,068	1,961	107
	2,019	762	1,257
	1,999	5,634	-3,635
	2,484	1,600	884
	2,069	1,141	928
	2,191	1,653	538
	3,701	4,161	-460
	1,992	1,419	573
	2,044	1,165	879
	1,970	1,408	562
	1,996	1,835	161
	3,334	5,483	-2,149
	573	901	-328
	4,210	2,309	1,901
	2,058	1,938	120
	2,086	517	1,569
	2,056	561	1,495
	2,146	1,083	1,063
	93,646	85,960	7,686
	2,043	1,538	505
	1,872	4,046	-2,174
	3,004	1,734	1,270
	2,543	1,795	748
	4,595	4,714	-119
	4,486	4,471	15
	1,699	3,896	-2,197
	4,095	2,351	1,744
	1,963	1,414	549
	2,435	1,792	643
	4,457	2,605	1,852
	2,076	1,703	373
	4,657	1,447	3,210
	3,061	1,763	1,298
	2,121	1,326	795
	95,744	92,892	2,852
	80,946	77,670	3,276
	108,376	88,593	19,783
	13,377	12,346	1,031
	4,815	3,059	1,756
	2,453	1,765	688
	2,524	912	1,612
	67,748	62,283	5,465
	38,796	37,069	1,727
	183,613	184,299	-686
	3,929	3,066	863
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399
			3,399

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			1,746
b			1,430
c			6,008
d			1,743
e			148
			165
			1,518
			3,805
			-3,110
			-2,907
			-4,128
			3,038
			87
			-1,386
			-2,903
			-864
			3,588
			4,467
			-2,479
			3,112
			824
			2,229
			5,590
			1,262
			1,979
			-186
			241
			-2,058
			-1,832
			2,915
			1,717
			429
			-1,131
			1,001
			-598
			757
			-1,256
			3,352
			-2,124
			481
			-1,961
			-2,416
			-297
			-1,376
			-829
			6,806
			-2,772
			258
			455
			-1,653
			831
			-845
			-501
			6,003
			1,011
			1,757
			-431
			271
			2,252
			3,162
			-569
			917
			-1,210
			1,402
			-3,518
			-9,748
			796
			288
			808
			1,696
			-1,439
			1,214
			1,266
			-869
			1,164
			2,335
			-366
			-7,881
			3,398
			1,078
			347
			2,823
			-301
			595
			-1,091
			55
			2,450
			1,155
			3,313
			118
			-467
			-2,097
			2,264
			150
			1,516
			-1,830
			-205
			808
			1,886
			-52
			-125
			599
			-945
			-1,088
			2,900
			3,014
			663
			1,791
			-178
			1,066
			475
			-168
			-1
			14,533
			500
			-424
			1,285
			341
			43
			-539
			1,034
			751
			4,906
			1,290
			1,611
			357
			1,573
			2,935
			1,411
			238
			-651
			-1,495
			268
			-1,963
			-166
			2,592
			1,146
			331
			160

			1,543
			4,499
			11,147
			53
			-437
			-668
			730
			1,030
			304
			391
			-372
			1,125
			7,538
			1,345
			4,295
			1,435
			1,089
			1,192
			8
			-6,422
			-268
			48
			5,105
			6,507
			-660
			812
			412
			722
			5,038
			4,877
			-351
			1,364
			2,284
			-1,128
			1,432
			-3,191
			-51
			234
			-603
			922
			273
			2
			672
			2,084
			1,386
			2,696
			107
			1,257
			-3,635
			884
			928
			538
			-460
			573
			879
			562
			161
			-2,149
			-328
			1,901
			120
			1,569
			1,495
			1,063
			7,686
			505
			-2,174
			1,270
			748
			-119
			15
			-2,197
			1,744
			549
			643
			1,852
			373
			3,210
			1,298
			795
			2,852
			3,276
			19,783
			1,031
			1,756
			688
			1,612
			5,465
			1,727
			-686
			863

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	208,432
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	3,429
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	3,429
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	3,429
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,840
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	2,840
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.......		9	589
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

TRUST POINT INC Telephone no. bullet

(608) 782-1148

Located at bullet

230 FRONT STREET NORTHLA CROSSEWI ZIP+4 bullet

54601

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
MICHAEL R BURTON	PRESIDENT & TREASURER 1	1,500
8221 NORTH LINKS WAY FOX POINT,WI53217	PRESIDENT & TREASURER 1	1,500
FRANCES M BURTON	VICE PRESIDENT 1	0
9962 SOUTH DANE STREET EPHRAIM,WI54211	VICE PRESIDENT 1	0
CAROLYN BURTON	SECRETARY 1	500
8221 NORTH LINKS WAY FOX POINT,WI53217	SECRETARY 1	500
TRUST POINT INC	INVESTMENT MANAGER 1	20,303
230 FRONT STREET NORTH LA CROSSE,WI54601	INVESTMENT MANAGER 1	20,303

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,677,112

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,677,112

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,677,112

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

55,157

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,621,955

Minimum investment return. Enter 5% of line 5..................

181,098

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.)

Minimum investment return from Part X, line 6....................

181,098

Tax on investment income for 2020 from Part VI, line 5......

3,429

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,429

Distributable amount before adjustments. Subtract line 2c from line 1............

177,669

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

177,669

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

177,669

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

178,811

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

178,811

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

178,811

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)

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					177,669
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				174,440
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: $ 178,811
a Applied to 2019, but not more than line 2a				174,440
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.....					4,371
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 ..........					173,298
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

CAROLYN BURTON
8221 NORTH LINKS WAY
FOX POINT,WI53217
(414) 247-1255

bThe form in which applications should be submitted and information and materials they should include:

PROPOSAL LETTER NOT EXCEEDING TWO PAGES. WRITE TO ABOVE ADDRESS FOR BROCHURE OUTLINING GRANT PROCESS.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

PRIMARILY ORGANIZATIONS IN DOOR COUNTY AND MILWAUKEE, WI FOCUSING ON HISTORIC PRESERVATION, CULTURAL ACTIVITIES AND ENVIRONMENTAL ISSUES.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CROSSROADS AT BIG CREEK PO BOX 608 STURGEON BAY,WI54235	NONE	PUBLIC	ARCHAEOLOGICAL PROJECT	5,430
FRIENDS OF LAKESHORE PARK 500 N HARBOUR DR MILWAUKEE,WI53202	NONE	PUBLIC	EDUCATIONAL	2,500
Carousel of Happiness PO BOX 1811 Nederland,CO80466	NONE	PUBLIC	HISTORICAL	5,000
Project VETS 1630A 30TH STREET - 256 Boulder,CO80301	NONE	PUBLIC	ANIMAL PROTECTION AND	2,500
Xalaat Africa Drum and Dance for Life PO BOX 250532 Milwaukee,WI53225	NONE	PUBLIC	CULTURAL, ETHNIC AWARENESS	2,000
TRICKLEBEE CAFE 4424 W NORTH AVE MILWAUKEE,WI53208	NONE	PUBLIC	HEALTH & COMMUNITY	15,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT STREET MILWAUKEE,WI53212	NONE	PUBLIC	COMMUNITY PARTNERSHIP	5,000
Hunger Task Force 201 SOUTH HAWLEY COURT Milwaukee,WI53214	NONE	PUBLIC	HUMANITARIAN AID	25,000
Milwaukee Public Library Foundation 814 WEST WISCONSIN AVENUE Milwaukee,WI53233	NONE	PUBLIC	LIBRARY	10,000
DOOR COUNTY MEDICAL CENTER FOUNDATION PO BOX 230 STURGEON BAY,WI54235	NONE	PUBLIC	OPERATING CLINIC EXPENSES	10,000
URBAN ECOLOGY CENTER 1500 EAST PARK PLACE MILWAUKEE,WI53211	NONE	PUBLIC	EDUCATION	5,000
DANCEWORKS INC 1661 N WATER STREET MILWAUKEE,WI53202	NONE	PUBLIC	ARTS	3,500
Waukesha County Land Conservancy W229 N1433 WESTWOOD DRIVE SUITE 1 Waukesha,WI53186	NONE	PUBLIC	LAND RESOURCE CONSERVATION	2,000
Neighbors to Neighbor Door County Volunteers PO BOX 626 Sturgeon Bay,WI54235	NONE	PUBLIC	HUMAN SERVICE ORGANIZATION	1,000
RIVER REVITALIZATION 2134 N RIVERBOAT ROAD MILWAUKEE,WI53212	NONE	PUBLIC	COMMUNITY	5,000
ARTISTS WORKING IN EDUCATION INC 4315 W VILET STREET MILWAUKEE,WI53208	NONE	PUBLIC	EDUCATIONAL	5,000
Milwaukee Children's Choir 427 EAST STEWART STREET SUITE 100 Milwaukee,WI53207	NONE	PUBLIC	PERFORMING ARTS	3,250
KATHY'S HOUSE 600 N 103RD ST MILWAUKEE,WI53226	NONE	PUBLIC	TRANSPORTATION EXPENSES	10,000
ICE AGE TRAIL ALLIANCE 2110 MAIN ST CROSS PLAINS,WI53528	NONE	PUBLIC	PRESERVATION	8,000
Laughing at My Nightmare PO BOX 3398 Bethlehem,PA18017	NONE	PUBLIC	HUMAN SERVICE ORGANIZATION	10,000
Namur Belgian Heritage Foundation PO BOX 173 Brussels,WI54204	NONE	PUBLIC	CULTURAL, ETHNIC AWARENESS	2,500
NEIGHBORS CARE INC 616 E BAY POINT ROAD BAYSIDE,WI53217	NONE	PUBLIC	HEALTH	3,500
Chix 4 a Cause PO BOX 871 West Bend,WI53095	NONE	PUBLIC	HUMAN SERVICES ORGANIZATION	2,500
International Hearing Dog 5901 EAST 89TH AVENUE Henderson,CO80640	NONE	PUBLIC	HUMAN SERVICE ORGANIZATION	12,500
WILD ANIMAL SANCTUARY 1946 COUNTY ROAD 53 KEENESBURG,CO80643	NONE	PUBLIC	ENVIRONMENTAL	10,000
Wild Bear Nature Center PO BOX 250532 Milwaukee,WI53225	NONE	PUBLIC	NATURAL EDUCATION AND	5,000
BOULDER PHILHARMONIC ORCHESTRA 2590 WALNUT STREET BOULDER,CO80302	NONE	PUBLIC	ARTS	5,000
Total ................................. 3a				176,180

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	365
4 Dividends and interest from securities....			14	69,452
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	208,432
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aAMERICAN BEACON GL			14	104
bHERSHA HOSPITALITY			14	56
cKENNEDY WILSON HOL			14	137
dTORTOISE MLP & ENE			14	8,339
ePEBBLEBROOK HOTEL			14	1
fPIMCO INCOME FUND			14	2,335
gPLAINS GP HOLDINGS			14	63
12 Subtotal. Add columns (b), (d), and (e)..				289,284

13Total. Add line 12, columns (b), (d), and (e)..................

289,284

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization MAIHAUGEN FOUNDATION INC AGENCY 1045002262

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	FRANCES BURTON 9962 SOUTH DANE STREET PO BOX 250 EPHRAIM, WI542110250	$ 184,299	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization MAIHAUGEN FOUNDATION INC AGENCY 1045002262		Employer identification number 39-1857836

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	4434 SHS EXXON MOBIL CORP STOCK	$ 184,299	2020-12-22
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)


Name of organization MAIHAUGEN FOUNDATION INC AGENCY 1045002262			Employer identification number 39-1857836
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE -	612	0		612
OTHER NON-ALLOCABLE EXPENSE -	19	0		19

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
AMERICAN BEACON GLOBAL EV FRNT MRKT INC	104	0
HERSHA HOSPITALITY TRUST	56	0
KENNEDY WILSON HOLDINGS INC	137	0
TORTOISE MLP & ENERGY INCOME INSTL	8,339	0
PEBBLEBROOK HOTEL TRUST	1	0
PIMCO INCOME FUND I	2,335	0
PLAINS GP HOLDINGS LP CLASS A	63	0

Category	Amount	Net Investment Income
FOREIGN TAX PAID	453	453
FEDERAL TAX PAYMENT - PRIOR YE	1,442	1,442
FEDERAL ESTIMATES - PRINCIPAL	2,840	2,840
FOREIGN TAXES ON QUALIFIED FOR	365	365
FOREIGN TAXES ON NONQUALIFIED	106	106