Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE TOMOKO TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

30-6033868
B Telephone number (see instructions)

(612) 217-6902
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$634,355J 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... 11,526 10,995  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,086
b Gross sales price for all assets on line 6a 283,852
7 Capital gain net income (from Part IV, line 2)... 6,086
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........ 17,612 17,081  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,880 1,358   2,522
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 600 300 0 300
c Other professional fees (attach schedule).... Click to see attachment 7,393 7,393   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 130     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 70 70    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,073 9,121 0 2,822
25 Contributions, gifts, grants paid....... 29,619 29,619
26 Total expenses and disbursements. Add lines 24 and 25 41,692 9,121 0 32,441
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,080
b Net investment income (if negative, enter -0-) 7,960
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............. 18,032 12,989 12,989
2 Savings and temporary cash investments.........      
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)....... 335,008 Click to see attachment312,456 460,892
c Investments—corporate bonds (attach schedule)....... 149,134 Click to see attachment152,149 160,474
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) 502,174 477,594 634,355
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........ 502,174 477,594
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)..... 502,174 477,594
30 Total liabilities and net assets/fund balances (see instructions). 502,174 477,594
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
502,174
2
Enter amount from Part I, line 27a .....................
2
-24,080
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
478,094
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
500
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
477,594
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 12. AT&T INC   2020-03-16 2020-12-15
b 4. ABBOTT LABS   2020-10-21 2020-12-15
c 6. ABBVIE INC   2020-10-21 2020-12-15
d 6. ADOBE SYS INC   2018-12-21 2020-03-16
e 3. ADOBE SYS INC   2018-12-21 2020-03-25
2. ADOBE SYS INC   2018-12-21 2020-06-19
1. ADOBE SYS INC   2019-10-22 2020-12-15
3. AIR PRODUCTS & CHEMICAL INC   2018-05-23 2020-04-30
1. AIR PRODUCTS & CHEMICAL INC   2018-05-23 2020-12-15
4. AKAMAI TECHNOLOGIES   2020-03-16 2020-12-15
8. ALASKA AIR GROUP INC   2020-11-27 2020-12-15
1. ALEXANDRIA REAL ESTATE EQUITIES, INC (REIT)   2020-06-19 2020-12-15
43. ALLISON TRANSMISSION HLDGS INC   2020-06-19 2020-06-25
164. ALLISON TRANSMISSION HLDGS INC   2019-06-05 2020-06-25
29. AMERICAN EXPRESS CO   2018-04-26 2020-10-21
2. AMERICAN EXPRESS CO   2018-04-26 2020-12-15
1. AMERICAN TOWER REIT   2017-03-01 2020-12-15
2. AMGEN INC   2018-12-24 2020-08-25
2. AMGEN INC   2018-12-24 2020-12-15
3. APPLE COMPUTER INC   2018-12-21 2020-08-25
7. APPLE COMPUTER INC   2018-12-21 2020-12-15
4. AUTOZONE INC   2020-03-16 2020-06-19
7. AVERY DENNISON CORP   2018-12-24 2020-03-25
2. AVERY DENNISON CORP   2018-12-24 2020-12-15
243. BANK OF AMERICA CORP   2018-12-24 2020-06-19
10. BANK NEW YORK MELLON CORP   2020-04-30 2020-12-15
29. BECTON DICKINSON & CO   2019-06-05 2020-03-16
27. BEST BUY INC   2019-06-05 2020-08-25
4. BEST BUY INC   2017-08-29 2020-12-15
12. BORG-WARNER AUTOMOTIVE INC   2020-06-19 2020-12-15
7. BRISTOL MYERS SQUIBB CO   2018-09-28 2020-12-15
4. CDW CORP   2018-12-24 2020-12-15
5. CVS CORPORATION (DEL)   2018-04-26 2020-12-15
4. CADENCE DESIGN SYS INC   2020-08-25 2020-12-15
14. CISCO SYS INC   2020-04-30 2020-11-27
167. CISCO SYS INC   2019-09-09 2020-11-27
10. COMCAST CORP CL A   2019-03-06 2020-12-15
60. CONOCOPHILLIPS   2020-04-30 2020-08-25
10. CONOCOPHILLIPS   2019-06-05 2020-08-25
4. CONOCOPHILLIPS   2019-06-05 2020-12-15
41. D R HORTON INC   2018-12-24 2020-06-19
8. D R HORTON INC   2018-12-24 2020-12-15
45. DELTA AIR LINES INC   2019-03-06 2020-03-05
87. DELTA AIR LINES INC   2018-04-26 2020-03-05
25. WALT DISNEY CO   2019-06-05 2020-03-16
39. WALT DISNEY CO   2019-10-22 2020-04-30
3. DISCOVER FINL SVCS   2020-11-27 2020-12-15
14. EVERSOURCE ENERGY   2019-12-19 2020-03-25
4. EVERSOURCE ENERGY   2020-08-25 2020-12-15
2. FACEBOOK INC   2020-08-25 2020-12-15
8000. FEDERAL HOME LN MTG CORP 1.5% 01/17/2020   2017-02-14 2020-01-17
7. FIDELITY NATL INFORMATION SVCS COM   2019-09-09 2020-03-25
11. FIDELITY NATL INFORMATION SVCS COM   2019-09-09 2020-06-19
3. FIDELITY NATL INFORMATION SVCS COM   2019-09-09 2020-12-15
6. FORTUNE BRANDS HOME & SEC INC   2020-08-25 2020-12-15
12. GENERAL MILLS INC   2017-01-05 2020-04-30
7. GENERAL MILLS INC   2017-01-05 2020-12-15
6. GRAINGER W W INC   2020-06-25 2020-11-27
1. GRAINGER W W INC   2020-06-25 2020-12-15
38. HANNON ARMSTRONG SUSTAINABLE INF   2019-03-06 2020-08-25
17. HANNON ARMSTRONG SUSTAINABLE INF   2019-03-06 2020-10-21
32. HANNON ARMSTRONG SUSTAINABLE INF   2019-03-06 2020-11-27
9. HANNON ARMSTRONG SUSTAINABLE INF   2019-03-06 2020-12-15
15. HILL-ROM HOLDINGS INC   2019-06-05 2020-03-16
53. HILL-ROM HOLDINGS INC   2019-06-05 2020-10-21
4. HOME DEPOT INC   2018-12-21 2020-06-19
2. HOME DEPOT INC   2018-12-24 2020-12-15
.826 INGERSOLL RAND INC COM   2019-11-11 2020-03-04
53. INGERSOLL RAND INC COM   2019-11-11 2020-03-05
15. INTEL CORP   2019-01-09 2020-03-25
133. INTEL CORP   2019-06-05 2020-08-25
4. J P MORGAN CHASE & CO   2018-12-24 2020-12-15
14. KEURIG DR PEPPER INC COM   2020-11-27 2020-12-15
3. KIMBERLY CLARK CORP   2019-03-06 2020-12-15
5. LAM RESH CORP   2018-12-24 2020-06-19
6. LAM RESH CORP   2018-12-24 2020-11-27
1. LAM RESH CORP   2016-04-29 2020-12-15
32. MARATHON PETE CORP   2019-09-09 2020-03-25
59. MARATHON PETE CORP   2019-03-06 2020-03-25
7. MARRIOTT VACATIONS WORLDWIDE COR   2019-06-05 2020-03-16
64. MARRIOTT VACATIONS WORLDWIDE COR   2019-03-06 2020-03-16
8. MASTERCARD INC   2018-05-23 2020-04-30
4. MASTERCARD INC   2019-11-11 2020-04-30
1. MASTERCARD INC   2018-05-23 2020-12-15
1. MCDONALDS CORP   2020-03-16 2020-12-15
5. MERCK & CO INC NEW   2019-01-09 2020-12-15
157. METLIFE INC   2019-01-09 2020-03-25
9. MICROSOFT CORP   2018-12-24 2020-03-25
3. MICROSOFT CORP   2018-12-24 2020-12-15
11. MICROCHIP TECHNOLOGY INC   2020-08-25 2020-11-27
4. MICROCHIP TECHNOLOGY INC   2020-08-25 2020-12-15
8. MONDELEZ INTL INC   2018-05-23 2020-12-15
23. MORGAN STANLEY   2017-01-05 2020-11-27
8. MORGAN STANLEY   2017-01-05 2020-12-15
5. NEXTERA ENERGY INC   2019-03-06 2020-03-25
2. NEXTERA ENERGY INC   2019-03-06 2020-10-21
6. NEXTERA ENERGY INC   2019-03-06 2020-12-15
7. NORFOLK SOUTHERN CORP   2019-09-09 2020-03-25
2. NORFOLK SOUTHERN CORP   2019-09-09 2020-12-15
41. ONEOK INC   2020-04-30 2020-08-25
3. PAYPAL HLDGS INC   2020-10-21 2020-11-27
2. PAYPAL HLDGS INC   2020-04-30 2020-12-15
44. PEPSICO INC   2020-03-16 2020-08-26
5. PIONEER NATURAL RESOURCES   2020-03-25 2020-08-25
3. PIONEER NATURAL RESOURCES   2020-03-25 2020-12-15
2. PROLOGIS INC (REIT)   2020-06-19 2020-12-15
27. REGAL BELOIT CORP WISCONSIN   2020-06-25 2020-11-27
4. REGAL BELOIT CORP WISCONSIN   2020-06-25 2020-12-15
174. SCHLUMBERGER LTD   2019-09-09 2020-03-10
316. STARWOOD PPTY TR INC   2018-12-24 2020-04-30
87. STARWOOD PPTY TR INC   2020-03-25 2020-04-30
87. STORE CAP CORP   2019-10-22 2020-03-25
102. SYSCO   2018-12-24 2020-03-16
16. T-MOBILE US INC   2018-09-28 2020-03-16
9. T-MOBILE US INC   2018-09-28 2020-04-30
8. T-MOBILE US INC   2018-09-28 2020-11-27
4. T-MOBILE US INC   2017-04-25 2020-12-15
83. T-MOBILE US INC 07/31/2020   2020-06-25 2020-06-25
2. TARGET CORP   2020-11-27 2020-12-15
3. TEXAS INSTRS INC   2020-11-27 2020-12-15
6. THERMO ELECTRON CORP   2019-06-05 2020-04-30
1. THERMO ELECTRON CORP   2020-10-21 2020-12-15
15. TRACTOR SUPPLY CO   2018-09-28 2020-03-16
12. TRACTOR SUPPLY CO   2019-10-22 2020-03-16
21. TRACTOR SUPPLY CO   2018-09-28 2020-11-27
2. TRACTOR SUPPLY CO   2018-09-28 2020-12-15
30. TRUIST FINANCIAL CORP COM   2019-11-11 2020-03-25
10. TRUIST FINANCIAL CORP COM   2019-11-11 2020-12-15
6000. UNITED STATES TREAS BDS 2.25% 11/15/2027   2019-09-11 2020-03-04
6000. UNITED STATES TREAS BDS 1.375% 03/31/202   2019-06-04 2020-03-31
3000. UNITED STATES TREAS BDS 1.375% 08/31/202   2020-02-19 2020-08-31
9000. UNITED STATES TREAS BDS 1.375% 10/31/202   2020-02-04 2020-10-08
6000. UNITED STATES TREASURY 2.625% 08/15/2020   2010-10-28 2020-06-03
3000. UNITED STATES TREASURY 2.625% 08/15/2020   2018-11-07 2020-08-15
6000. UNITED STATES TREAS BDS 1.375% 01/31/202   2019-05-16 2020-01-31
5000. UNITED STATES TREAS BDS 2% 07/31/2020   2017-11-30 2020-04-17
6000. UNITED STATES TREAS BDS 1.625% 03/15/202   2019-05-14 2020-03-15
4000. UNITED STATES TREAS BDS 2.375% 05/15/202   2017-07-11 2020-03-04
7000. UNITED STATES TREAS BDS 1.5% 05/31/2020   2015-06-02 2020-04-08
5. UNITEDHEALTH GROUP INC   2019-03-06 2020-03-16
2. UNITEDHEALTH GROUP INC   2019-09-09 2020-12-15
41. VARIAN MEDICAL SYSTEMS INC   2020-03-16 2020-04-30
7. VERIZON COMMUNICATIONS   2019-10-22 2020-12-15
15. VISA INC CL A   2018-09-28 2020-04-30
2. VISA INC CL A   2018-09-28 2020-12-15
5. WASTE MANAGEMENT INC   2018-12-24 2020-03-16
4. WASTE MANAGEMENT INC   2019-11-11 2020-03-16
11. WASTE MANAGEMENT INC   2020-06-19 2020-08-25
62. WASTE MANAGEMENT INC   2018-05-23 2020-08-25
8. WILLIAMS COS INC   2020-08-25 2020-12-15
31. AON PLC SHS CL A   2020-03-25 2020-06-19
2. ACCENTURE PLC CL A   2019-03-06 2020-08-25
2. ACCENTURE PLC CL A   2019-03-06 2020-12-15
86. EATON CORP PLC   2020-06-19 2020-06-25
61. TRANE TECHNOLOGIES PLC   2019-11-11 2020-05-05
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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 367   395 -28
b 432   427 5
c 622   500 122
d 1,796   1,262 534
e 892   631 261
851   421 430
483   265 218
671   497 174
271   166 105
414   341 73
401   419 -18
175   172 3
1,503   1,585 -82
5,733   7,064 -1,331
2,950   2,881 69
237   199 38
218   114 104
492   364 128
461   364 97
1,486   457 1,029
886   267 619
4,569   3,545 1,024
649   599 50
303   158 145
6,062   5,519 543
404   375 29
6,697   6,904 -207
3,008   1,586 1,422
410   223 187
450   411 39
436   433 3
532   309 223
349   344 5
492   445 47
601   600 1
7,167   7,178 -11
517   386 131
2,323   2,969 -646
387   577 -190
169   231 -62
2,335   1,385 950
567   265 302
2,074   2,231 -157
4,010   4,678 -668
2,408   3,384 -976
4,225   5,274 -1,049
254   236 18
955   1,169 -214
347   341 6
545   549 -4
8,000   7,975 25
805   935 -130
1,553   1,470 83
434   401 33
512   504 8
718   747 -29
412   435 -23
2,494   1,754 740
407   292 115
1,595   870 725
767   383 384
1,752   722 1,030
518   203 315
1,289   1,508 -219
4,748   5,328 -580
1,003   653 350
537   325 212
26   27 -1
1,513   1,751 -238
752   723 29
6,589   4,952 1,637
481   376 105
422   430 -8
409   348 61
1,615   637 978
2,744   510 2,234
494   76 418
532   1,628 -1,096
980   3,776 -2,796
558   650 -92
5,097   6,385 -1,288
2,212   1,526 686
1,106   1,109 -3
334   191 143
216   159 57
404   379 25
4,382   6,848 -2,466
1,301   872 429
639   245 394
1,461   1,182 279
562   430 132
459   315 144
1,467   985 482
510   342 168
989   940 49
597   376 221
450   282 168
971   1,248 -277
463   338 125
1,107   1,092 15
630   639 -9
440   243 197
6,012   5,370 642
533   341 192
348   205 143
198   189 9
3,295   2,207 1,088
474   327 147
3,049   6,290 -3,241
4,055   6,896 -2,841
1,117   790 327
1,607   3,339 -1,732
4,087   5,576 -1,489
1,254   1,128 126
785   634 151
1,050   550 500
522   268 254
40     40
344   359 -15
486   480 6
2,002   1,633 369
472   473 -1
1,082   1,372 -290
865   1,134 -269
2,902   1,921 981
282   183 99
866   1,635 -769
468   545 -77
6,604   6,256 348
6,000   5,966 34
3,000   3,003 -3
9,007   8,994 13
6,023   6,006 17
3,000   2,985 15
6,000   5,964 36
5,021   5,020 1
6,000   5,969 31
4,414   4,000 414
7,008   6,965 43
1,201   1,187 14
680   469 211
4,671   4,359 312
424   427 -3
2,680   2,251 429
418   300 118
509   428 81
407   444 -37
1,243   1,157 86
7,007   5,087 1,920
179   164 15
5,923   5,039 884
474   326 148
494   326 168
7,237   7,086 151
4,963   6,133 -1,170
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
      28
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       -28
b       5
c       122
d       534
e       261
      430
      218
      174
      105
      73
      -18
      3
      -82
      -1,331
      69
      38
      104
      128
      97
      1,029
      619
      1,024
      50
      145
      543
      29
      -207
      1,422
      187
      39
      3
      223
      5
      47
      1
      -11
      131
      -646
      -190
      -62
      950
      302
      -157
      -668
      -976
      -1,049
      18
      -214
      6
      -4
      25
      -130
      83
      33
      8
      -29
      -23
      740
      115
      725
      384
      1,030
      315
      -219
      -580
      350
      212
      -1
      -238
      29
      1,637
      105
      -8
      61
      978
      2,234
      418
      -1,096
      -2,796
      -92
      -1,288
      686
      -3
      143
      57
      25
      -2,466
      429
      394
      279
      132
      144
      482
      168
      49
      221
      168
      -277
      125
      15
      -9
      197
      642
      192
      143
      9
      1,088
      147
      -3,241
      -2,841
      327
      -1,732
      -1,489
      126
      151
      500
      254
      40
      -15
      6
      369
      -1
      -290
      -269
      981
      99
      -769
      -77
      348
      34
      -3
      13
      17
      15
      36
      1
      31
      414
      43
      14
      211
      312
      -3
      429
      118
      81
      -37
      86
      1,920
      15
      884
      148
      168
      151
      -1,170
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 6,086
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................................ 1 111
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........................... 3 111
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- ..... 5 111
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 197
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.............. 7 197
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 86
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet86 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)
    bulletSD
    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 ofbulletCOMERICA BANK Telephone no.bullet (877) 405-1091

    Located atbullet411 WEST LAFAYETTE M/C 3420DETROITMI ZIP+4bullet48226
    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
    COMERICA BANK TRUSTEE
    1     		3,880    
    PO BOX 75000
    DETROIT,MI482753302
    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
    582,147
    b
    Average of monthly cash balances.......................
    1b
    16,495
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    598,642
    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
    598,642
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,980
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    589,662
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    29,483
    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
    29,483
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    111
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    111
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    29,372
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    29,372
    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
    29,372
    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
    32,441
    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
    32,441
    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
    32,441
    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 29,372
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 3,638
    d From 2018...... 3,759
    e From 2019...... 843
    fTotal of lines 3a through e........ 8,240
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 32,441
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 29,372
    e Remaining amount distributed out of corpus 3,069
    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 11,309
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		11,309
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 3,638
    c Excess from 2018.... 3,759
    d Excess from 2019.... 843
    e Excess from 2020.... 3,069
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE JULLIARD SCHOOL
    C/O VICTORIA BRAND
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		N/A PC DAILY OPERATIONAL SUPPORT 7,405
    THE METROPOLITAN MUSEUM OF ART
    ATTN PAMELA BUTLER
    1000 5TH AVENUE
    NEW YORK,NY10028     		N/A PC DAILY OPERATIONAL SUPPORT 4,443
    US FUND FOR UNICEF
    ATTN KAREN METZGER
    125 MAIDEN LANE
    NEW YORK,NY10038     		N/A PC DAILY OPERATIONAL SUPPORT 7,405
    JAPANESE AMERICAN SOCIAL
    C/O HIROSHI AOKI
    100 GOLD STREET LOWER LEVEL
    NEW YORK,NY10038     		N/A PC DAILY OPERATIONAL SUPPORT 1,481
    DOCTORS WITHOUT BORDERS USA
    ATTENTION BETH L GOLDEN
    NEW YORK,NY10006     		N/A PC DAILY OPERATIONAL SUPPORT 8,885
    Total .................................bullet 3a 29,619
    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 11,526  
    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 6,086  
    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)..   17,612  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,612
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 600 300   300

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VARIOUS CORPORATE BONDS 152,149 160,474

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS CORPORATE STOCKS 312,456 460,892

    TY 2020 OtherDecreasesSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Description Amount
    TIMING DIFFERENCE 500


    TY 2020 OtherExpensesSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 70 70   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 7,393 7,393    


    TY 2020 TaxesSchedule
    Name:
    THE TOMOKO TRUST
    EIN:
    30-6033868
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 130 0   0