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
SHADELL L ESTELLE TUW
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-6517132
B Telephone number (see instructions)

(888) 730-4933
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$667,958J 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... 12,266 12,266  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,829
b Gross sales price for all assets on line 6a 301,230
7 Capital gain net income (from Part IV, line 2)... 22,829
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)....... Click to see attachment 444    
12 Total. Add lines 1 through 11........ 35,539 35,095  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,897 8,907   990
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 957 0 0 957
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)...       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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,854 8,907 0 1,947
25 Contributions, gifts, grants paid....... 28,400 28,400
26 Total expenses and disbursements. Add lines 24 and 25 39,254 8,907 0 30,347
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,715
b Net investment income (if negative, enter -0-) 26,188
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......... 39,347 64,859 64,859
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).......   Click to see attachment330,307 460,051
c Investments—corporate bonds (attach schedule).......   Click to see attachment136,055 143,048
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 495,681   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) 535,028 531,221 667,958
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........ 535,028 531,221
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)..... 535,028 531,221
30 Total liabilities and net assets/fund balances (see instructions). 535,028 531,221
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
535,028
2
Enter amount from Part I, line 27a .....................
2
-3,715
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
58
4
Add lines 1, 2, and 3 ..........................
4
531,371
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
150
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
531,221
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 113. APPLIED INDL TECHNOLOGIES INC COM   2018-02-20 2020-03-09
b 173. CBRE GROUP INC   2019-02-01 2020-03-09
c 57. CASEYS GEN STORES INC   2019-02-01 2020-03-09
d 130. CENTENE CORP DEL   2014-11-11 2020-03-09
e 61. VARIAN MED SYS INC   2019-05-20 2020-03-09
10. AMERICAN TOWER CORP   2017-06-05 2020-04-21
1. AMGEN INC   2015-01-21 2020-04-21
2. APPLE INC   2010-07-12 2020-04-21
19. BAXTER INTL INC   2017-12-15 2020-04-21
24. BRISTOL MYERS SQUIBB CO   2019-11-20 2020-04-21
4. COSTCO WHOLESALE CORP   2018-03-20 2020-04-21
139. DELTA AIR LINES INC   2019-07-25 2020-04-21
106. EXXON MOBIL CORPORATION   2009-12-31 2020-04-21
15. GILEAD SCIENCES INC   2020-03-09 2020-04-21
9. HOME DEPOT INC   2009-12-31 2020-04-21
237. JABIL CIRCUIT INC COM   2015-12-21 2020-04-21
1. LOCKHEED MARTIN CORP   2019-05-20 2020-04-21
2. MICROSOFT CORP   2009-12-31 2020-04-21
2. PROLOGIS INC   2016-09-13 2020-04-21
1. UNITEDHEALTH GROUP INC   2015-02-25 2020-04-21
2. WAL MART STORES INC   2016-10-31 2020-04-21
9. AMERICAN TOWER CORP   2017-06-05 2020-06-29
11. COSTCO WHOLESALE CORP   2018-03-20 2020-06-29
307. FIFTH THIRD BANCORP   2019-07-25 2020-06-29
33. FORTINET INC   2019-05-20 2020-06-29
311. HUNTSMAN CORP   2018-03-20 2020-06-29
151. TJX COMPANIES INC   2016-09-13 2020-06-29
12. UNITED THERAPEUTICS CORP DEL   2020-04-21 2020-06-29
6. UNITEDHEALTH GROUP INC   2015-02-25 2020-06-29
6. ZEBRA TECHNOLOGIES CORP CL A   2018-08-09 2020-06-29
2. ABBVIE INC   2018-03-20 2020-08-21
6. ALLISON TRANSMISSION HOLDINGS   2018-09-19 2020-08-21
32. AMERICAN TOWER CORP   2017-06-05 2020-08-21
1. ANTHEM INC   2019-05-20 2020-08-21
102. BAXTER INTL INC   2017-12-15 2020-08-21
2. CDW CORP/DE   2019-05-20 2020-08-21
2. CHEVRON CORP   2016-06-14 2020-08-21
178. CISCO SYSTEMS INC   2018-03-20 2020-08-21
1. CUMMINS INC.   2017-11-13 2020-08-21
9. DISCOVERY COMMUNICATIONS-A   2019-11-20 2020-08-21
2. EMCOR GROUP INC COM   2016-12-13 2020-08-21
1. HOME DEPOT INC   2009-12-31 2020-08-21
3. INTEL CORP   2015-01-21 2020-08-21
1. INTUIT COM   2019-07-25 2020-08-21
2. JPMORGAN CHASE & CO   2015-05-18 2020-08-21
1. JOHNSON & JOHNSON   2017-08-01 2020-08-21
1. MICROSOFT CORP   2020-06-29 2020-08-21
148. ORACLE CORPORATION   2019-07-25 2020-08-21
23. ORACLE CORPORATION   2020-03-09 2020-08-21
3. PULTE GRP INC   2020-03-09 2020-08-21
2. RELIANCE STL & ALUM CO COM   2019-05-20 2020-08-21
2. TARGET CORP   2017-09-07 2020-08-21
1. VMWARE INC   2017-03-02 2020-08-21
1. ZEBRA TECHNOLOGIES CORP CL A   2018-08-09 2020-08-21
13. CHEVRON CORP   2016-06-14 2020-09-18
46. CONOCOPHILLIPS   2019-05-20 2020-09-18
103. GILEAD SCIENCES INC   2020-03-09 2020-09-18
55. MARATHON PETROLEUM CORP   2019-12-26 2020-09-18
22. PROLOGIS INC   2016-09-13 2020-09-18
16. PRUDENTIAL FINL INC   2020-03-09 2020-09-18
63. PRUDENTIAL FINL INC   2015-08-13 2020-09-18
11. RELIANCE STL & ALUM CO COM   2019-05-20 2020-09-18
24. TARGET CORP   2017-09-07 2020-09-18
28. UNITEDHEALTH GROUP INC   2015-02-25 2020-09-18
343. VISTRA ENERGY CORP   2019-11-20 2020-09-18
15. AT & T INC   2020-03-09 2020-10-21
8. ACTIVISION BLIZZARD INC   2020-08-21 2020-10-21
4. ALLSTATE CORP   2020-06-29 2020-10-21
1. ALPHABET INC CL C   2020-06-29 2020-10-21
1. AMGEN INC   2015-01-21 2020-10-21
2. ANTHEM INC   2019-05-20 2020-10-21
10. APPLE INC   2010-07-12 2020-10-21
1. BLACKROCK INC   2020-03-09 2020-10-21
6. BRISTOL MYERS SQUIBB CO   2019-11-20 2020-10-21
3. CDW CORP/DE   2019-05-20 2020-10-21
7. CVS HEALTH CORPORATION   2020-04-21 2020-10-21
15. CITIZENS FINANCIAL GROUP INC   2017-01-11 2020-10-21
1. COSTCO WHOLESALE CORP   2018-03-20 2020-10-21
3. CUMMINS INC.   2017-11-13 2020-10-21
16. DISCOVERY COMMUNICATIONS-A   2019-11-20 2020-10-21
3. DOLLAR GENERAL CORP   2020-06-29 2020-10-21
4. EMCOR GROUP INC COM   2016-12-13 2020-10-21
12. EVERCORE INC   2018-07-03 2020-10-21
3. FORTINET INC   2019-05-20 2020-10-21
6. HILL ROM HLDGS   2020-08-21 2020-10-21
6. HOLOGIC INC COM   2020-09-18 2020-10-21
2. HOME DEPOT INC   2009-12-31 2020-10-21
3. HUNT J B TRANS SVCS INC   2020-09-18 2020-10-21
9. INTEL CORP   2015-01-21 2020-10-21
1. INTUIT COM   2019-07-25 2020-10-21
5. JPMORGAN CHASE & CO   2015-05-18 2020-10-21
3. JOHNSON & JOHNSON   2017-08-01 2020-10-21
4. LEAR CORP   2020-03-09 2020-10-21
3. LEIDOS HOLDINGS, INC   2020-04-21 2020-10-21
2. MASTERCARD INC   2020-03-09 2020-10-21
5. MICROSOFT CORP   2020-06-29 2020-10-21
8. NEWMONT MINING CORP   2020-06-29 2020-10-21
3. PROLOGIS INC   2016-09-13 2020-10-21
4. QORVO INC   2020-09-18 2020-10-21
3. RELIANCE STL & ALUM CO COM   2019-05-20 2020-10-21
2. TARGET CORP   2017-09-07 2020-10-21
4. UNITED THERAPEUTICS CORP DEL   2020-04-21 2020-10-21
2. VMWARE INC   2017-03-02 2020-10-21
4. WAL MART STORES INC   2016-10-31 2020-10-21
1. ZEBRA TECHNOLOGIES CORP CL A   2018-08-09 2020-10-21
90. HILL ROM HLDGS   2020-08-21 2020-11-16
139. INTEL CORP   2015-01-21 2020-11-16
5. ZEBRA TECHNOLOGIES CORP CL A   2018-08-09 2020-11-16
6. ABBVIE INC   2018-03-20 2020-12-18
1. ADOBE SYS INC   2020-11-16 2020-12-18
14. ALLISON TRANSMISSION HOLDINGS   2018-09-19 2020-12-18
7. APPLE INC   2010-07-12 2020-12-18
1. BLACKROCK INC   2020-03-09 2020-12-18
7. BRISTOL MYERS SQUIBB CO   2019-11-20 2020-12-18
3. CDW CORP/DE   2019-05-20 2020-12-18
4. CVS HEALTH CORPORATION   2020-04-21 2020-12-18
3. CHEVRON CORP   2016-06-14 2020-12-18
9. CITIZENS FINANCIAL GROUP INC   2017-01-11 2020-12-18
1. COSTCO WHOLESALE CORP   2018-03-20 2020-12-18
6. EMCOR GROUP INC COM   2016-12-13 2020-12-18
6. FORTINET INC   2019-05-20 2020-12-18
4. GOLDMAN SACHS GROUP INC   2020-08-21 2020-12-18
1. HOME DEPOT INC   2009-12-31 2020-12-18
3. HUNT J B TRANS SVCS INC   2020-09-18 2020-12-18
1. INTUIT COM   2019-07-25 2020-12-18
2. JPMORGAN CHASE & CO   2015-05-18 2020-12-18
2. JOHNSON & JOHNSON   2017-08-01 2020-12-18
5. LEIDOS HOLDINGS, INC   2020-04-21 2020-12-18
2. LOCKHEED MARTIN CORP   2019-05-20 2020-12-18
7. MARATHON PETROLEUM CORP   2019-12-26 2020-12-18
7. MASCO CORP   2020-11-16 2020-12-18
1. MASTERCARD INC   2020-03-09 2020-12-18
3. MICROSOFT CORP   2020-06-29 2020-12-18
3. PROLOGIS INC   2016-09-13 2020-12-18
19. PULTE GRP INC   2020-03-09 2020-12-18
3. QORVO INC   2020-09-18 2020-12-18
1. REGENERON PHARMACEUTICALS INC   2020-09-18 2020-12-18
3. RELIANCE STL & ALUM CO COM   2019-05-20 2020-12-18
2. TARGET CORP   2017-09-07 2020-12-18
3. WAL MART STORES INC   2016-10-31 2020-12-18
1. ZEBRA TECHNOLOGIES CORP CL A   2018-08-09 2020-12-18
148. ALLISON TRANSMISSION HOLDINGS   2018-09-19 2020-12-23
6. ANTHEM INC   2019-05-20 2020-12-23
9. APPLE INC   2010-07-12 2020-12-23
2. BLACKROCK INC   2020-03-09 2020-12-23
14. CDW CORP/DE   2019-05-20 2020-12-23
9. EVERCORE INC   2018-07-03 2020-12-23
6. HOME DEPOT INC   2009-12-31 2020-12-23
6. LEAR CORP   2020-03-09 2020-12-23
3. LEAR CORP   2013-09-20 2020-12-23
89. MARATHON PETROLEUM CORP   2019-12-26 2020-12-23
77. PROLOGIS INC   2016-09-13 2020-12-23
19. WAL MART STORES INC   2016-10-31 2020-12-23
45000. US TREASURY NOTE 2.375% 12/31/20   2014-01-14 2020-12-31
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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 5,701   8,149 -2,448
b 8,681   7,908 773
c 9,707   7,274 2,433
d 7,189   3,077 4,112
e 7,135   7,966 -831
2,415   1,317 1,098
234   157 77
541   75 466
1,727   1,242 485
1,455   1,338 117
1,212   744 468
3,203   8,713 -5,510
4,356   7,741 -3,385
1,195   1,118 77
1,814   262 1,552
5,531   5,490 41
383   342 41
342   62 280
174   103 71
280   115 165
260   140 120
2,274   1,185 1,089
3,309   2,046 1,263
5,709   9,170 -3,461
4,378   2,687 1,691
5,508   9,045 -3,537
7,614   5,623 1,991
1,431   1,256 175
1,732   688 1,044
1,503   975 528
190   228 -38
215   313 -98
7,907   4,214 3,693
285   266 19
8,409   6,665 1,744
223   209 14
169   203 -34
7,469   7,929 -460
210   169 41
198   287 -89
148   145 3
279   29 250
147   109 38
320   280 40
196   133 63
151   133 18
214   198 16
8,123   8,631 -508
1,262   1,072 190
139   116 23
209   175 34
310   117 193
138   85 53
275   162 113
1,014   1,319 -305
1,634   2,870 -1,236
6,664   7,674 -1,010
1,776   3,335 -1,559
2,205   1,130 1,075
1,099   958 141
4,329   5,628 -1,299
1,188   963 225
3,570   1,404 2,166
8,590   3,211 5,379
6,276   9,116 -2,840
401   529 -128
659   669 -10
365   380 -15
1,600   1,384 216
230   157 73
593   531 62
1,175   93 1,082
639   421 218
362   335 27
386   313 73
416   424 -8
413   542 -129
380   186 194
668   508 160
329   509 -180
661   568 93
285   290 -5
998   1,279 -281
392   244 148
537   568 -31
398   383 15
571   58 513
375   400 -25
485   328 157
334   280 54
501   332 169
433   398 35
531   372 159
256   285 -29
669   540 129
1,080   988 92
493   474 19
308   154 154
545   516 29
338   263 75
327   117 210
479   419 60
300   170 130
581   280 301
293   162 131
8,560   8,518 42
6,402   5,070 1,332
1,726   812 914
623   683 -60
497   460 37
603   731 -128
885   65 820
693   421 272
438   390 48
402   313 89
276   242 34
260   304 -44
306   326 -20
367   186 181
539   435 104
870   489 381
963   808 155
272   29 243
418   400 18
376   280 96
237   133 104
306   265 41
526   475 51
702   683 19
279   424 -145
385   387 -2
336   270 66
650   593 57
294   154 140
854   736 118
486   387 99
500   564 -64
355   263 92
339   117 222
436   210 226
370   162 208
6,445   7,729 -1,284
1,863   1,594 269
1,185   84 1,101
1,414   842 572
1,824   1,460 364
993   959 34
1,620   175 1,445
974   558 416
487   214 273
3,660   5,396 -1,736
7,441   3,954 3,487
2,723   1,332 1,391
45,000   45,290 -290
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
      20
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       -2,448
b       773
c       2,433
d       4,112
e       -831
      1,098
      77
      466
      485
      117
      468
      -5,510
      -3,385
      77
      1,552
      41
      41
      280
      71
      165
      120
      1,089
      1,263
      -3,461
      1,691
      -3,537
      1,991
      175
      1,044
      528
      -38
      -98
      3,693
      19
      1,744
      14
      -34
      -460
      41
      -89
      3
      250
      38
      40
      63
      18
      16
      -508
      190
      23
      34
      193
      53
      113
      -305
      -1,236
      -1,010
      -1,559
      1,075
      141
      -1,299
      225
      2,166
      5,379
      -2,840
      -128
      -10
      -15
      216
      73
      62
      1,082
      218
      27
      73
      -8
      -129
      194
      160
      -180
      93
      -5
      -281
      148
      -31
      15
      513
      -25
      157
      54
      169
      35
      159
      -29
      129
      92
      19
      154
      29
      75
      210
      60
      130
      301
      131
      42
      1,332
      914
      -60
      37
      -128
      820
      272
      48
      89
      34
      -44
      -20
      181
      104
      381
      155
      243
      18
      96
      104
      41
      51
      19
      -145
      -2
      66
      57
      140
      118
      99
      -64
      92
      222
      226
      208
      -1,284
      269
      1,101
      572
      364
      34
      1,445
      416
      273
      -1,736
      3,487
      1,391
      -290
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 22,829
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................................ 1 364
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........................... 3 364
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- ..... 5 364
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 300
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.............. 7 300
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 64
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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
    WELLS FARGO BANK N A TRUSTEE
    1     		9,897    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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
    589,376
    b
    Average of monthly cash balances.......................
    1b
    28,579
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    617,955
    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
    617,955
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,269
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    608,686
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    30,434
    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
    30,434
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    364
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    364
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,070
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    30,070
    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
    30,070
    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
    30,347
    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
    30,347
    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
    30,347
    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 30,070
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 29,131
    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$ 30,347
    a Applied to 2019, but not more than line 2a 29,131
    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..... 1,216
    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 ..........     		28,854
    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 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
    ST JOSEPH REGIONAL HEALTH NETWORK
    2500 BERNVILLE RD
    READING,PA19604     		NONE PC GENERAL OPERATING 15,620
    READING HOSPITAL FOUNDATION
    SIXTH AVE AND SPRUCE ST
    READING,PA19611     		NONE PC GENERAL OPERATING 12,780
    Total .................................bullet 3a 28,400
    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 12,266  
    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 22,829  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 444  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   35,539  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    35,539
    (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:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 957     957

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Name of Bond End of Year Book Value End of Year Fair Market Value
    912828C57 US TREASURY NOTE 2.2 25,444 25,125
    9128283J7 US TREASURY NOTE 14,875 16,094
    912828N30 US TREASURY NOTE 2.1 25,050 25,995
    912828YB0 US TREASURY NOTE 26,650 26,744
    912828YQ7 US TREASURY NOTE 19,870 21,330
    9128283F5 US TREASURY NOTE 24,166 27,760

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    521865204 LEAR CORP 3,277 7,315
    525327102 LEIDOS HOLDINGS, INC 6,939 7,674
    931142103 WALMART INC 3,856 7,928
    231021106 CUMMINS INC. 6,767 9,084
    91307C102 UNITED THERAPEUTICS 6,488 9,411
    22160K105 COSTCO WHOLESALE COR 4,837 9,796
    192446102 COGNIZANT TECH SOLUT 9,027 9,096
    126650100 CVS HEALTH CORPORATI 6,840 7,718
    110122108 BRISTOL MYERS SQUIBB 6,469 7,195
    031162100 AMGEN INC 5,190 7,587
    46625H100 JPMORGAN CHASE & CO 5,384 10,293
    74736K101 QORVO INC 7,876 10,142
    57636Q104 MASTERCARD INC 6,745 8,924
    651639106 NEWMONT CORP 7,943 8,025
    25470F104 DISCOVERY COMMUNICAT 8,884 8,395
    036752103 ANTHEM INC 5,843 7,064
    87612E106 TARGET CORP 3,101 9,356
    989207105 ZEBRA TECHNOLOGIES C 4,224 9,993
    574599106 MASCO CORP 8,627 8,569
    256677105 DOLLAR GENERAL CORP 7,569 8,412
    29084Q100 EMCOR GROUP INC COM 6,479 8,414
    436440101 HOLOGIC INC COM 8,746 9,978
    20825C104 CONOCOPHILLIPS 6,735 4,759
    34959E109 FORTINET INC 4,153 7,575
    174610105 CITIZENS FINANCIAL G 8,556 10,120
    759509102 RELIANCE STL & ALUM 6,393 8,742
    00287Y109 ABBVIE INC 7,056 6,643
    745867101 PULTE GRP INC 7,053 7,848
    928563402 VMWARE INC 3,398 5,610
    00206R102 AT & T INC 7,681 6,270
    539830109 LOCKHEED MARTIN CORP 7,518 7,810
    023135106 AMAZON COM INC COM 12,861 13,028
    00724F101 ADOBE INC 8,276 9,002
    478160104 JOHNSON & JOHNSON 6,239 7,397
    12514G108 CDW CORP/DE 5,736 7,248
    75886F107 REGENERON PHARMACEUT 7,895 6,764
    09247X101 BLACKROCK INC 5,894 10,102
    594918104 MICROSOFT CORP 4,703 23,132
    461202103 INTUIT COM 7,563 10,256
    29977A105 EVERCORE INC 7,835 9,210
    037833100 APPLE INC 1,956 27,865
    963320106 WHIRLPOOL CORP 9,127 8,664
    67103H107 O'REILLY AUTOMOTIVE 9,188 9,051
    020002101 ALLSTATE CORP 6,084 7,036
    445658107 HUNT J B TRANS SVCS 8,008 8,199
    02079K107 ALPHABET INC CL C 6,460 14,015
    437076102 HOME DEPOT INC 961 8,765
    00507V109 ACTIVISION BLIZZARD 8,443 9,378
    166764100 CHEVRON CORP 5,344 4,645
    38141G104 GOLDMAN SACHS GROUP 8,080 10,548

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    437076102 HOME DEPOT INC      
    478160104 JOHNSON & JOHNSON      
    30231G102 EXXON MOBIL CORPORAT      
    174610105 CITIZENS FINANCIAL G      
    56585A102 MARATHON PETROLEUM C      
    29977A105 EVERCORE PARTNERS IN      
    928563402 VMWARE INC      
    166764100 CHEVRON CORP      
    74340W103 PROLOGIS INC      
    00287Y109 ABBVIE INC      
    037833100 APPLE COMPUTER INC C      
    231021106 CUMMINS INC.      
    29084Q100 EMCOR GROUP INC COM      
    46625H100 JPMORGAN CHASE & CO      
    521865204 LEAR CORP      
    031162100 AMGEN INC      
    071813109 BAXTER INTL INC COM      
    02079K107 ALPHABET INC/CA      
    447011107 HUNTSMAN CORP      
    9128283J7 US TREASURY NOTE      
    03820C105 APPLIED INDL TECHNOL      
    17275R102 CISCO SYSTEMS INC      
    91324P102 UNITEDHEALTH GROUP I      
    912828C57 US TREASURY NOTE 2.2      
    912828A83 US TREASURY NOTE 2.3      
    594918104 MICROSOFT CORP      
    931142103 WAL MART STORES INC      
    744320102 PRUDENTIAL FINL INC      
    912828N30 US TREASURY NOTE      
    989207105 ZEBRA TECHNOLOGIES C      
    87612E106 TARGET CORP      
    01973R101 ALLISON TRANSMISSION      
    458140100 INTEL CORP      
    872540109 TJX COS INC NEW      
    22160K105 COSTCO WHOLESALE COR      
    15135B101 CENTENE CORP DEL      
    03027X100 AMERICAN TOWER REIT      
    9128283F5 US TREASURY NOTE      
    466313103 JABIL CIRCUIT INC CO      
    912828YQ7 US TREASURY NOTE      
    20825C104 CONOCOPHILLIPS      
    539830109 LOCKHEED MARTIN CORP      
    247361702 DELTA AIR LINES INC      
    12514G108 CDW CORP/DE      
    316773100 FIFTH THIRD BANCORP      
    68389X105 ORACLE CORPORATION      
    147528103 CASEYS GEN STORES IN      
    759509102 RELIANCE STL & ALUM      
    110122108 BRISTOL MYERS SQUIBB      
    92840M102 VISTRA ENERGY CORP      
    25470F104 DISCOVERY COMMUNICAT      
    461202103 INTUIT COM      
    92220P105 VARIAN MED SYS INC      
    036752103 ANTHEM INC      
    34959E109 FORTINET INC      
    12504L109 CBRE GROUP INC      

    TY 2020 OtherDecreasesSchedule
    Name:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Description Amount
    PURCHASE OF ACCRUED INTEREST CARRYOVER 150


    TY 2020 OtherIncomeSchedule2
    Name:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 444 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    SHADELL L ESTELLE TUW
    EIN:
    23-6517132
    Description Amount
    MUTUAL FUND TIMING ADJ 52
    ROUNDING 6