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
BULL HENRY W FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 52007
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85072
A Employer identification number

95-6062058
B Telephone number (see instructions)

(805) 564-6211
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$11,439,337J 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... 257,781 257,781  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,850
b Gross sales price for all assets on line 6a 604,995
7 Capital gain net income (from Part IV, line 2)... 288,850
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........ 546,631 546,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,358 28,769   9,590
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 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,670     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 85     85
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,613 28,769 0 11,175
25 Contributions, gifts, grants paid....... 505,000 505,000
26 Total expenses and disbursements. Add lines 24 and 25 553,613 28,769 0 516,175
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,982
b Net investment income (if negative, enter -0-) 517,862
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,106,097 849,196 849,196
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)....... 4,690,676 Click to see attachment3,314,552 8,504,218
c Investments—corporate bonds (attach schedule)....... 337,915 Click to see attachment1,965,585 2,085,923
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) 6,134,688 6,129,333 11,439,337
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........ 6,134,688 6,129,333
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)..... 6,134,688 6,129,333
30 Total liabilities and net assets/fund balances (see instructions). 6,134,688 6,129,333
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
6,134,688
2
Enter amount from Part I, line 27a .....................
2
-6,982
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,627
4
Add lines 1, 2, and 3 ..........................
4
6,129,333
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,129,333
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 8. ALPHABET INC CAP STK CL A   2017-05-11 2020-01-24
b 50. AMGEN INC   2016-02-23 2020-01-24
c 138. APPLE INC COM   2016-07-18 2020-01-24
d 144. CHEVRON CORP. COMMON STOCK   1992-03-09 2020-01-24
e 420. COCA-COLA CO   1993-03-08 2020-01-24
900. CORTEVA INC   2011-02-23 2020-01-24
166. CORTEVA INC   2014-01-28 2020-01-24
90. DEERE & CO   2010-10-18 2020-01-24
899.3333 DOW INC   2011-02-23 2020-01-24
166.6667 DOW INC   2014-01-28 2020-01-24
224. EXXON MOBIL CORP   1983-08-18 2020-01-24
85. GARRETT MOTION INC   2017-01-26 2020-01-24
175. THE HERSHEY COMPANY   1994-01-10 2020-01-24
50. HOME DEPOT INC   2014-04-23 2020-01-24
60. HONEYWELL INTL INC   2017-01-26 2020-01-24
150. INTEL CORP   2016-07-18 2020-01-24
128. INTERNATIONAL BUSINESS MACHS CORP   1971-09-20 2020-01-24
220. JPMORGAN CHASE & CO   2015-05-29 2020-01-24
140. JOHNSON & JOHNSON   2012-06-26 2020-01-24
30. LOCKHEED MARTIN CORP   2016-02-23 2020-01-24
90. LOWES COS INC   2017-09-07 2020-01-24
175. MERCK & CO COM COM   2012-06-26 2020-01-24
175. MICROSOFT CORP   2017-05-11 2020-01-24
56.6672 NATIONAL GRID ADR   2010-10-18 2020-01-24
50.3328 NATIONAL GRID ADR   2013-08-21 2020-01-24
125. ORACLE CORP   2011-02-23 2020-01-24
175. PEPSICO INC   1993-03-08 2020-01-24
230. PFIZER INC   2011-02-23 2020-01-24
145. PROCTER & GAMBLE CO   1993-03-03 2020-01-24
30. RAYTHEON CO   2019-03-19 2020-01-24
175. ROYAL DUTCH SHELL PLC ADR B   2017-09-07 2020-01-24
125. UNION PAC CORP   1994-10-20 2020-01-24
70. UNITED PARCEL SERVICE CL B   2017-01-26 2020-01-24
125. UNITED TECHNOLOGIES CORP   2009-07-30 2020-01-24
15. UNITEDHEALTH GROUP INC   2017-01-26 2020-01-24
35. VISA INC COM   2019-03-19 2020-01-24
200. ALLERGAN PLC SHS   2014-11-06 2020-01-24
70. LINDE PLC COM   2018-10-31 2020-01-24
.616 RAYTHEON TECHNOLOGIES CORP COM   2019-03-19 2020-04-07
.5 OTIS WORLDWIDE CORP   2009-07-30 2020-04-21
154. MCDERMOTT INTL INC(BKRP)   2014-11-06 2020-07-03
.9222 VIATRIS INC COM   2011-02-23 2020-12-02
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,588   7,645 3,943
b 11,164   7,415 3,749
c 43,630   14,917 28,713
d 15,922   3,043 12,879
e 23,930   4,632 19,298
24,693   17,807 6,886
4,554   3,924 630
15,093   6,912 8,181
42,933   32,139 10,794
7,957   7,115 842
14,568   267 14,301
788   1,057 -269
26,702   2,160 24,542
11,271   4,021 7,250
10,503   6,793 3,710
10,038   5,287 4,751
17,817   927 16,890
28,793   14,541 14,252
20,534   9,425 11,109
12,783   6,487 6,296
10,656   6,965 3,691
14,869   7,099 7,770
28,504   11,983 16,521
3,708   2,867 841
3,293   3,163 130
6,656   4,080 2,576
24,704   3,455 21,249
9,066   4,371 4,695
17,952   1,948 16,004
6,861   5,491 1,370
10,051   10,241 -190
22,885   1,057 21,828
8,054   8,197 -143
18,880   6,912 11,968
4,347   2,444 1,903
7,068   5,451 1,617
37,271   51,207 -13,936
14,521   11,442 3,079
30   48 -18
24   14 10
    11,189 -11,189
15   7 8
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
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      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
      319
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       3,943
b       3,749
c       28,713
d       12,879
e       19,298
      6,886
      630
      8,181
      10,794
      842
      14,301
      -269
      24,542
      7,250
      3,710
      4,751
      16,890
      14,252
      11,109
      6,296
      3,691
      7,770
      16,521
      841
      130
      2,576
      21,249
      4,695
      16,004
      1,370
      -190
      21,828
      -143
      11,968
      1,903
      1,617
      -13,936
      3,079
      -18
      10
      -11,189
      8
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 288,850
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 7,198
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 7,198
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 7,198
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,196
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 10,196
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,998
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,998 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)
    bulletCA
    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 ofbulletMUFG UNION BANK NA Telephone no.bullet (805) 564-6211

    Located atbullet1021 ANACAPA STREETSANTA BARBARACA ZIP+4bullet93101
    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
    MUFG UNION BANK N A CO-TRUSTEE
    3     		25,572    
    PO BOX 45174
    SAN FRANCISCO,CA941450174
    ROY G GASKIN CO-TRUSTEE
    1     		12,786    
    260 RAMETTO RD
    SANTA BARBARA,CA93108
    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
    9,462,538
    b
    Average of monthly cash balances.......................
    1b
    1,075,200
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,537,738
    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
    10,537,738
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    158,066
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,379,672
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    518,984
    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
    518,984
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,198
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,198
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    511,786
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    511,786
    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
    511,786
    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
    516,175
    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
    516,175
    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
    516,175
    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 7 511,786
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 478,690
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 516,175
    a Applied to 2019, but not more than line 2a 478,690
    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..... 37,485
    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 ..........     		474,301
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STEPHEN HEYN MUFG UNION BANK TRUS
    445 S FIGUEROA STREET 301
    LOS ANGELES,CA90071
    (800) 227-6468
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER STATING THEIR NAME, PURPOSE OF THEIR ORGANIZATION, EXEMPT STATUS AND HOW THE GRANT WOULD BE USED.
    cAny submission deadlines:
    APRIL 1ST & SEPTEMBER 1ST.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    LIVE AND LET LIVE FARM INC
    20 PARADISE LANE
    CHICHESTER,NH03258     		NONE EXEMPT CHARITABLE 3,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE EXEMPT CHARITABLE 25,000
    PAWS
    PO BOX 1037
    LYNWOOD,WA98046     		NONE EXEMPT CHARITABLE 5,000
    THE BATTERED WOMEN'S FOUNDATION
    4166 WILLMAN AVENUE
    N RICHLAND HILLS,TX76180     		NONE EXEMPT CHARITABLE 2,500
    CHILDREN OF THE NIGHT
    3450 CAHUENGA BLVD W STE 602
    LOS ANGELES,CA90068     		NONE EXEMPT CHARITABLE 5,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO STREET
    SANTA BARBARA,CA93103     		NONE EXEMPT CHARITABLE 5,000
    DOHENY EYE INSTITUTE
    1450 SAN PABLE STREET DEI 3050
    LOS ANGELES,CA90033     		NONE EXEMPT CHARITABLE 5,000
    DUNN SCHOOL
    2555 WEST HWY 154
    LOS OLIVOS,CA93441     		NONE EXEMPT CHARITABLE 25,000
    DESERT AIDS PROJECT
    1695 N SUNRISE WAY
    PALM SPRINGS,CA92262     		NONE EXEMPT CHARITABLE 35,000
    AIDS ASSISTANCE PROGRAM
    1276 N PALM CANYON DRIVE SUITE 108
    PALM SPRINGS,CA92262     		NONE EXEMPT CHARITABLE 6,000
    ALLAN HANCOCK COLLEGE FOUNDATION
    800 SOUTH COLLEGE DRIVE B-106
    SANTA MARIA,CA934565170     		NONE EXEMPT CHARITABLE 5,000
    NEW YORK DANCE ALLIANCE FOUNDATION
    602 66TH STREET
    WEST NEW YORK,NJ07093     		NONE EXEMPT CHARITABLE 20,000
    CANCER RESEARCH INSTITUTE
    29 BROADWAY FLOOR 4
    NEW YORK,NY100063111     		NONE EXEMPT CHARITABLE 5,000
    CENTRAL INSTITUTE FOR THE DEAF
    825 S TAYLOR
    ST LOUIS,MO63110     		NONE EXEMPT CHARITABLE 3,000
    CRISIS CENTER FOR SOUTH SUBURBIA
    PO BOX 39
    TINLEY PARK,IL60477     		NONE EXEMPT CHARITABLE 3,000
    BRIGHTER TOMORROWS
    PO BOX 532151
    GRAND PRAIRIE,TX75053     		NONE EXEMPT CHARITABLE 2,500
    SANTA BARBARA NEIGHBORHOOD CLINICS
    414 E COTA STREET
    SANTA BARBARA,CA93101     		NONE EXEMPT CHARITABLE 5,000
    ARROYO GRANDE COMMUNITY HOSPITAL FDN
    345 SOUTH HALCYON RD
    ARROYO GRANDE,CA93420     		NONE EXEMPT CHARITABLE 3,000
    GABRIEL'S ANGELS
    727 E BETHANY HOME RD
    PHOENIX,AZ85014     		NONE EXEMPT CHARITABLE 3,000
    GUIDE DOGS OF THE DESERT
    PO BOX 1692
    PALM SPRINGS,CA92263     		NONE EXEMPT CHARITABLE 3,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		NONE EXEMPT CHARITABLE 5,000
    FIDELCO GUIDE DOG FOUNDATIONN INC
    27 CANON ROAD
    WILTON,CT06897     		NONE EXEMPT CHARITABLE 3,000
    YOUTH WITH FACES
    6333 E MOCKINGBIRD LANE
    DALLAS,TX75214     		NONE EXEMPT CHARITABLE 3,000
    FRIENDSHIP ADULT DAY CARE CENTER INC
    89 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE EXEMPT CHARITABLE 10,000
    CLAYTON DABNEY
    6500 GREENVILLE AVENUE STE 342
    DALLAS,TX75206     		NONE EXEMPT CHARITABLE 5,000
    FAMILY TREE
    3805 MARSHALL ST STE 100
    WHEAT RIDGE,CO80033     		NONE EXEMPT CHARITABLE 5,000
    COMMUNITY ALLIANCE AGAINST FAMILY
    ABUSE
    PO BOX 3778
    APACHE JUNCTION,AZ85117     		NONE EXEMPT CHARITABLE 5,000
    SAN LUIS OBISPO MASTER CHORALE
    PO BOX 3318
    SAN LUIS OBISPO,CA93403     		NONE EXEMPT CHARITABLE 10,000
    DEZART PERFORMS
    314 S CAHUILA RD
    PALM SPRINGS,CA92262     		NONE EXEMPT CHARITABLE 10,000
    TAKE ME HOME PET RESCUE
    561 W CAMPBELL ROAD
    RICHARDSON,TX75080     		NONE EXEMPT CHARITABLE 3,000
    SAN LUIS OBISPO WIND ORCHESTRA
    PO BOX 471
    ARROYO GRANDE,CA93421     		NONE EXEMPT CHARITABLE 5,000
    ARMY SCHOLARSHIP FOUNDATION
    117700 PRESTON RD
    DALLAS,TX75230     		NONE EXEMPT CHARITABLE 5,000
    PERFORMING ARTS CENTER SAN LUIS OBISPO
    PO BOX 1137
    SAN LUIS OBISPO,CA93406     		NONE EXEMPT CHARITABLE 10,000
    SAN LUIS OBISPO SYMPHONY
    75 HIGUERA STREET STE 160
    SAN LUIS OBISPO,CA93401     		NONE EXEMPT CHARITABLE 110,000
    GIRLSTART
    1400 W ANDERSON LANE
    AUSTIN,TX78757     		NONE EXEMPT CHARITABLE 4,000
    MARY BRYANT HOME
    2960 STANTON STREET
    SPRINGFIELD,IL62703     		NONE EXEMPT CHARITABLE 5,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    2755 CAMPUS DRIVE SUITE 210
    SAN MATEO,CA94402     		NONE EXEMPT CHARITABLE 5,000
    HELPING PAWS
    PO BOX 634
    HOPKINS,MN55343     		NONE EXEMPT CHARITABLE 3,000
    CARE FUND
    16427 N SCOTTSDALE RD STE 145
    SCOTTSDALE,AZ85254     		NONE EXEMPT CHARITABLE 3,000
    ARIZONA AUTISM UNITED
    5025 E WASHINGTON ST 212
    PHOENIX,AZ85034     		NONE EXEMPT CHARITABLE 5,000
    VSDB FOUNDATION
    PO BOX 2069
    STAUNTON,VA24402     		NONE EXEMPT CHARITABLE 5,000
    THE ARC SUNRISE OF CENTRAL FLORIDA
    35201 RADIO ROAD
    LEESBURG,FL34788     		NONE EXEMPT CHARITABLE 3,000
    STREETLIGHTUSA
    8380 W EMILE ZOLA AVE UNIT 6178
    PEORIA,AZ85381     		NONE EXEMPT CHARITABLE 3,000
    BAGS4KIDS
    PO BOX 2234
    CALIFORNIA CITY,CA93504     		NONE EXEMPT CHARITABLE 4,000
    KECK MEDICAL CENTER OF USC
    1500 SAN PABLO STREET STE 1133
    LOS ANGELES,CA90033     		NONE EXEMPT CHARITABLE 16,000
    AAP FOOD SAMARITANS
    PO BOX 1222
    PALM SPRINGS,CA92263     		NONE EXEMPT CHARITABLE 30,000
    COCHISE CANINE RESCUE
    PO BOX 87
    POMERENE,AZ85627     		NONE EXEMPT CHARITABLE 3,000
    CHAPCARE
    455 W MONTANA STREET
    PASADENA,CA91103     		NONE EXEMPT CHARITABLE 5,000
    CHILD ADVOCACY CENTER
    5025 GARLAND STREET
    LINCOLN,NE68504     		NONE EXEMPT CHARITABLE 3,000
    CHILD PROTECTION CONNECTION
    3131 TURTLE CREEK BLVD STE 1018
    DALLAS,TX75219     		NONE EXEMPT CHARITABLE 5,000
    OPERA SAN LUIS OBISPO
    PO BOX 14760
    SAN LUIS OBISPO,CA93406     		NONE EXEMPT CHARITABLE 5,000
    NO LIMITS FOR DEAF CHILDREN AND FAMILIES
    9801 WASHINGTON BLVD 2ND FLOOR
    CULVER CITY,CA90232     		NONE EXEMPT CHARITABLE 3,500
    SENIOR CITIZEN ONE STOP INFORMATION
    CENTER (MEALS OF JOY)
    501 EAST PLAZA CIRCLE SUITE 2
    LITCHFIELD PARK,AZ85340     		NONE EXEMPT CHARITABLE 3,500
    HONOR HEALTH (DESERT MISSION)
    9229 N 4TH STREET
    PHOENIX,AZ85020     		NONE EXEMPT CHARITABLE 3,000
    CORNERSTONE CROSSROADS ACADEMY
    PO BOX 151062
    DALLAS,TX75315     		NONE EXEMPT CHARITABLE 4,000
    ANIMAL TRACKS INC
    10234 ESCONDIDO CANYON ROAD
    AGUA DULCE,CA91390     		NONE EXEMPT CHARITABLE 5,000
    CHASE'S PLACE
    620 N COIT ROAD STE 2176
    RICHARDSON,TX75080     		NONE EXEMPT CHARITABLE 4,000
    HOUSE OF HOPE
    1660 CHRISTIANA STREET
    GREEN BAY,WI54303     		NONE EXEMPT CHARITABLE 3,000
    CLEVELAND HEARING & SPEECH CENTER
    11635 EUCLID AVENUE
    CLEVELAND,OH44106     		NONE EXEMPT CHARITABLE 4,000
    MARY S ROBERTS PET ADOPTION CENTER
    6165 INDUSTRIAL AVE
    RIVERSIDE,CA92504     		NONE EXEMPT CHARITABLE 5,000
    SANTA BARBARA ZOO
    500 NINOS DRIVE
    SANTA BARBARA,CA93103     		NONE EXEMPT CHARITABLE 5,000
    Total .................................bullet 3a 505,000
    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....     14 257,781  
    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 ............     		    18 288,850  
    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)..   546,631  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    546,631
    (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:
    BULL HENRY W FOUNDATION
    EIN:
    95-6062058
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BULL HENRY W FOUNDATION
    EIN:
    95-6062058
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CONAGRA FOODS 3.25% 9/15/22 122,155 125,482
    HEWLETT PACKARD CO NT 4.375% 9 100,863 102,637
    HEINZ H J CO 6.375% 7/15/28 113,700 122,890
    PIMCO ETF TR 557,709 582,517
    PIMCO ETF TR ENHAN SHRT MAT 357,312 357,140
    VANGUARD BD INDEX FD INC 252,613 264,570
    VANGUARD SCOTTSDALE FDS SHRT T 243,958 249,750
    BK OF AMERICA CONV PFD L 217,275 280,937

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BULL HENRY W FOUNDATION
    EIN:
    95-6062058
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COCA COLA CO COM 60,906 306,007
    PEPSICO INC COM 45,088 344,798
    PROCTER & GAMBLE CO COM 25,955 268,818
    JOHNSON & JOHNSON COM 124,731 292,727
    MERCK & CO INC NEW COM 81,670 190,185
    PFIZER INC COM 55,292 113,007
    3M CO COM 38,386 76,908
    CSX CORP COM 18,583 122,513
    DEERE & CO COM 92,922 325,551
    UNION PAC CORP COM 14,162 348,769
    UNITED TECHNOLOGIES CORP COM    
    CHEVRON CORP NEW COM 40,489 161,806
    EXXON MOBIL CORP COM 3,574 123,660
    APPLE INC COM 114,383 838,601
    ORACLE CORP COM 53,860 106,739
    AT&T INC COM 136,236 171,122
    NATIONAL GRID TRANSCO PLC 71,335 83,232
    VERIZON COMMUNICATIONS INC COM 95,550 152,456
    THE HERSHEY COMPANY 28,691 354,167
    HOME DEPOT INC 54,284 179,294
    INTEL CORP 68,629 97,149
    LOCKHEED MARTIN CORP 81,038 136,667
    SEMPRA ENERGY 74,252 95,558
    ALLERGAN PLC SHS    
    JPMORGAN CHASE & CO 186,387 358,337
    AMGEN INC 92,688 143,700
    BK OF AMERICA CONV PFD L    
    DISNEY COMP HOLDING CO 148,741 264,523
    MICROSOFT CORP 126,634 517,127
    UNITED PARCEL SERVICE CL B 108,285 160,822
    ALPHABET INC CAP STK CL A 104,267 205,059
    CHUBB LIMITED COM 75,163 86,965
    HONEYWELL INTL INC 89,435 168,033
    INTERNATIONAL BUSINESS MACHS C 11,726 203,926
    LOWES COS INC 93,639 194,217
    LYONDELLBASELL INDUSTRIES 82,250 91,660
    NEXTERA ENERGY INC COM 86,271 177,445
    ROYAL DUTCH SHELL OLC ADR 140,447 80,664
    UNITEDHEALTH GROUP INC 35,037 75,396
    SPDR SERIES TRUST 100,013 152,604
    GARRETT MOTION INC    
    LINDE PLC COM 148,744 239,794
    MCDERMOTT INTL INC    
    CORTEVA INC    
    DOW INC    
    DUPONT DE NEMOURS INC CO 59,901 75,803
    RAYTHEON CO 129,785 189,859
    VISA INC COM 72,423 101,709
    PIMCO ETF TR    
    PIMCO ETF TR ENHAN SHRT MAT    
    VANGUARD BD INDEX FD INC    
    VANGUARD SCOTTSDALE FDS SHRT T    
    CARRIER GLOBAL CORPORATION 15,873 63,181
    OTIS WORLDWIDE CORP 23,785 56,539
    VIATRIS INC COM 3,042 7,121

    TY 2020 OtherExpensesSchedule
    Name:
    BULL HENRY W FOUNDATION
    EIN:
    95-6062058
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 85 0   85


    TY 2020 OtherIncreasesSchedule
    Name:
    BULL HENRY W FOUNDATION
    EIN:
    95-6062058
    Description Amount
    MUTUAL FUND INCOME TIMING DIFFERENCE 1,627


    TY 2020 TaxesSchedule
    Name:
    BULL HENRY W FOUNDATION
    EIN:
    95-6062058
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 8,670 0   0