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
MAUD E WILSON TRUST U W
 
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

59-6210163
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$3,134,175J 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... 63,797 63,617  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 224,307
b Gross sales price for all assets on line 6a 2,870,922
7 Capital gain net income (from Part IV, line 2)... 224,307
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........ 288,104 287,924  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,940 31,446   3,494
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 960 0 0 960
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,088 492   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 4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,992 31,942 0 4,454
25 Contributions, gifts, grants paid....... 120,000 120,000
26 Total expenses and disbursements. Add lines 24 and 25 161,992 31,942 0 124,454
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 126,112
b Net investment income (if negative, enter -0-) 255,982
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......... 112,643 137,641 137,641
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 attachment829,365 951,109
c Investments—corporate bonds (attach schedule).......   Click to see attachment391,784 405,355
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,518,055 Click to see attachment1,397,314 1,640,070
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) 2,630,698 2,756,104 3,134,175
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........ 2,630,698 2,756,104
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)..... 2,630,698 2,756,104
30 Total liabilities and net assets/fund balances (see instructions). 2,630,698 2,756,104
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
2,630,698
2
Enter amount from Part I, line 27a .....................
2
126,112
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
773
4
Add lines 1, 2, and 3 ..........................
4
2,757,583
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,479
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,756,104
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 48.425 AMER CENT SMALL CAP GRWTH INST 336   2019-10-22 2020-02-14
b 129.575 AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2020-02-14
c 144. GOLDMAN ACTIVEBETA US LC ETF   2019-08-08 2020-02-14
d 356. ISHARES TRS & P 1500 INDEX FD   2019-09-27 2020-02-14
e 2107.434 JPMORGAN MID CAP VALUE-R6 #2335   2012-04-13 2020-02-14
2615.827 MFS VALUE FUND-R6 4810   2012-04-13 2020-02-14
35. T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-02-14
919.334 T ROWE PR REAL ESTATE-I #432     2020-02-14
673. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2012-04-11 2020-02-14
14. VANGUARD MIDCAP VIPER   2019-10-21 2020-02-14
25000. US TREASURY NOTE 2.000% 2/15/22     2020-03-03
15000. US TREASURY NOTE 2.000% 2/15/22     2020-03-03
10000. CVS HEALTH CORP 2.125% 6/01/21   2016-12-08 2020-03-04
2000. CVS HEALTH CORP 2.125% 6/01/21   2019-08-08 2020-03-04
6000. SHERWIN-WILLIAMS CO 2.750% 6/01/22   2018-05-11 2020-03-16
450.761 INV OPP DEVELOP MRKTS-R6 7038     2020-04-03
15.916 INV OPP DEVELOP MRKTS-R6 7038   2020-02-18 2020-04-03
579.577 EATON VANCE GLOB MACRO ADV-I 208   2017-10-23 2020-04-03
13000. GILEAD SCIENCES INC 2.550% 9/01/20   2018-05-23 2020-04-03
1087. ISHARES CORE MSCI EMERGING ETF   2019-08-08 2020-04-03
438.815 PIMCO HIGH YIELD FD-INST #108     2020-04-03
5842.342 T ROWE PR OVERSEAS STOCK-I #521     2020-04-03
1138.556 T ROWE PR OVERSEAS STOCK-I #521   2019-08-08 2020-04-03
25000. US TREASURY NOTE 2.125% 7/31/24   2019-08-08 2020-04-03
10000. US TREASURY NOTE 2.375% 1/31/23   2019-12-09 2020-04-03
10000. US TREASURY NOTE 2.750% 5/31/23     2020-04-03
10000. US TREASURY NOTE 2.750% 8/31/23     2020-04-03
20000. US TREASURY NOTE 2.250% 11/15/24     2020-04-03
5000. US TREASURY NOTE 2.000% 2/15/25   2020-03-03 2020-04-03
15000. US TREASURY NOTE 1.750% 9/30/22   2017-09-20 2020-04-03
20000. US TREASURY NOTE 2.500% 5/15/24     2020-04-03
6000. ABBVIE INC 3.750% 11/14/23     2020-04-06
5000. APPLE INC 1.800% 9/11/24   2019-11-19 2020-04-06
5000. BB&T CORPORATION 2.050% 5/10/21   2016-08-24 2020-04-06
5000. BANK OF AMERICA CORP 3.300% 1/11/23     2020-04-06
5000. BANK OF MONTREAL 2.350% 9/11/22     2020-04-06
5000. BANK OF NY MELLON CO 2.500% 4/15/21   2019-12-09 2020-04-06
7000. CVS HEALTH CORP 4.100% 3/25/25   2020-03-04 2020-04-06
6000. DOLLAR GENERAL CORP 3.250% 4/15/23     2020-04-06
6000. DOWDUPONT INC 4.205% 11/15/23     2020-04-06
5000. GOLDMAN SACHS GROUP 3.000% 4/26/22   2017-08-11 2020-04-06
5000. KLA-TENCOR CORP 4.650% 11/01/24   2019-12-10 2020-04-06
5000. MITSUBISHI UFJ FIN 3.407% 3/07/24     2020-04-06
5000. MORGAN STANLEY 3.875% 4/29/24     2020-04-06
6000. PAYPAL HOLDINGS INC 2.400% 10/01/24   2019-12-04 2020-04-06
5000. SHELL INTERNATIONAL 2.000% 11/07/24   2019-12-09 2020-04-06
5000. SUMITOMO MITSUI FINL 3.748% 7/19/23     2020-04-06
15000. US BANCORP 2.350% 1/29/21   2016-04-14 2020-04-06
5000. UNITEDHEALTH GROUP 2.875% 3/15/23     2020-04-06
5000. WESTPAC BANKING CORP 3.300% 2/26/24     2020-04-06
25000. US TREASURY NOTE 3.625% 2/15/21     2020-04-23
5000. US TREASURY NOTE 3.625% 2/15/21   2019-05-21 2020-04-23
30000. US TREASURY NOTE 2.750% 5/31/23     2020-04-24
5000. US TREASURY NOTE 2.750% 5/31/23   2019-12-10 2020-04-24
35000. US TREASURY NOTE 2.125% 7/31/24     2020-05-04
63.461 INV OPP DEVELOP MRKTS-R6 7038   2012-04-13 2020-05-15
2919.555 AMER CENT SMALL CAP GRWTH INST 336     2020-05-15
455.647 AMER CENT SMALL CAP GRWTH INST 336   2020-04-09 2020-05-15
69.894 ARTISAN MID CAP FUND-INS 1333     2020-05-15
220.995 ARTISAN MID CAP FUND-INS 1333     2020-05-15
47.227 EATON VANCE GLOB MACRO ADV-I 208   2017-10-23 2020-05-15
167. GOLDMAN ACTIVEBETA US LC ETF   2019-08-08 2020-05-15
457. ISHARES TRS & P 1500 INDEX FD     2020-05-15
81. ISHARES EDGE MSCI USA QUALIT ETF   2020-02-14 2020-05-15
75.099 JENSEN QUALITY GROWTH-Y #6299     2020-05-15
138.483 T ROWE PR OVERSEAS STOCK-I #521   2019-08-08 2020-05-15
240.598 STERLING CAPITAL STRATTON SMALL CAP     2020-05-15
671.06 STERLING CAPITAL STRATTON SMALL CAP     2020-05-15
45.635 TCW EMRG MKTS INCM-I 4721   2020-02-18 2020-05-15
75. VANGUARD MIDCAP VIPER   2019-10-21 2020-05-15
3680.203 JAMES ALPHA GL REAL EST-I     2020-06-25
7000. CVS HEALTH CORP 4.100% 3/25/25   2020-03-04 2020-08-25
12000. ACE INA HOLDINGS 2.300% 11/03/20   2018-05-11 2020-09-03
15000. APPLE INC 1.800% 9/11/24   2019-11-19 2020-09-03
246.619 ARTISAN MID CAP FUND-INS 1333   2012-04-10 2020-09-03
10000. BB&T CORPORATION 2.050% 5/10/21   2016-08-24 2020-09-03
5000. BB&T CORPORATION 2.050% 5/10/21   2019-12-09 2020-09-03
14000. BANK OF NY MELLON CO 2.500% 4/15/21   2018-05-18 2020-09-03
1000. BANK OF NY MELLON CO 2.500% 4/15/21   2019-12-09 2020-09-03
37000. FED HOME LN MTG CORP 0.375% 4/20/23   2020-04-24 2020-09-03
1965. GOLDMAN ACTIVEBETA US LC ETF   2019-08-08 2020-09-03
256. GOLDMAN ACTIVEBETA US LC ETF   2020-04-13 2020-09-03
4884. ISHARES TRS & P 1500 INDEX FD     2020-09-03
787. ISHARES TRS & P 1500 INDEX FD   2020-04-13 2020-09-03
200. ISHARES MBS ETF     2020-09-03
100. ISHARES MBS ETF   2019-08-09 2020-09-03
1146. ISHARES EDGE MSCI USA QUALIT ETF     2020-09-03
2177.31 JENSEN QUALITY GROWTH-Y #6299     2020-09-03
18581.688 PIMCO HIGH YIELD FD-INST #108     2020-09-03
17000. ROYAL BANK OF CANADA 1.600% 4/17/23   2020-05-15 2020-09-03
78.70893 TOUCHSTONE MID CAP-INST #353   2020-02-18 2020-09-03
309.06107 TOUCHSTONE MID CAP-INST #353   2020-02-18 2020-09-03
10000. US TREASURY NOTE 2.375% 1/31/23   2019-02-28 2020-09-03
5000. US TREASURY NOTE 2.375% 1/31/23   2019-12-09 2020-09-03
5000. US TREASURY NOTE 2.750% 8/31/23   2019-12-10 2020-09-03
10000. US TREASURY NOTE 2.750% 8/31/23   2019-02-28 2020-09-03
30000. US TREASURY NOTE 2.625% 12/15/21   2019-05-21 2020-09-03
5000. US TREASURY NOTE 2.625% 12/15/21   2019-10-22 2020-09-03
35000. US TREASURY NOTE 2.125% 9/30/21     2020-09-03
15000. US TREASURY NOTE 2.250% 11/15/24   2019-11-26 2020-09-03
15000. US TREASURY NOTE 2.000% 2/15/25   2020-03-03 2020-09-03
15000. US TREASURY NOTE 1.750% 9/30/22     2020-09-03
10000. US TREASURY NOTE 2.500% 5/15/24   2019-05-21 2020-09-03
5000. US TREASURY NOTE 2.500% 5/15/24   2019-12-09 2020-09-03
54. VANGUARD MIDCAP VIPER   2019-10-21 2020-09-03
327.852 EV GL MACR ABS RTRN ADV-R6 #1072   2020-09-04 2020-09-25
19000. FED NATL MTG ASSN 0.625% 4/22/25   2020-05-04 2020-09-25
581. INVESCO OPTIMUM YIELD DIVERS   2020-04-09 2020-09-25
100. ISHARES MBS ETF   2019-08-09 2020-09-25
100. ISHARES MBS ETF   2019-08-09 2020-09-25
5000. MITSUBISHI UFJ FIN 3.407% 3/07/24   2019-05-20 2020-09-25
5000. MORGAN STANLEY 3.875% 4/29/24   2019-05-09 2020-09-25
2346.372 PGIM HIGH YIELD-Q 1067   2020-09-04 2020-09-25
10000. SHELL INTERNATIONAL 2.000% 11/07/24   2019-12-09 2020-09-25
179.833 TCW EMRG MKTS INCM-I 4721     2020-09-25
10000. US TREASURY NOTE 2.375% 1/31/23   2019-02-28 2020-09-25
10000. US TREASURY NOTE 2.750% 8/31/23     2020-09-25
10000. US TREASURY NOTE 2.250% 11/15/24   2019-11-26 2020-09-25
10000. US TREASURY NOTE 2.000% 2/15/25   2020-03-03 2020-09-25
20000. US TREASURY NOTE 1.750% 9/30/22     2020-09-25
10000. US TREASURY NOTE 2.500% 5/15/24   2019-05-21 2020-09-25
13000. WALGREENS BOOTS ALLI 3.800% 11/18/24   2019-11-04 2020-09-25
5000. WESTPAC BANKING CORP 3.300% 2/26/24     2020-09-25
13000. CONAGRA BRANDS INC 3.800% 10/22/21   2020-05-06 2020-10-19
75. APPLE INC   2020-09-04 2020-10-20
15. UNITED PARCEL SERVICE-CL B   2020-09-04 2020-10-20
70. AT & T INC   2020-09-04 2020-10-26
50. CME GROUP INC   2020-09-04 2020-10-26
30. NIKE INC CL B   2020-09-04 2020-10-26
15. UNITED PARCEL SERVICE-CL B   2020-09-04 2020-10-26
615. FLEXTRONICS INTL LTD   2020-09-04 2020-10-26
65. AT & T INC   2020-09-04 2020-11-03
145. SPIRIT AEROSYTSEMS HOLD-CL A   2020-09-04 2020-11-03
5. THERMO FISHER SCIENTIFIC INC   2020-09-04 2020-11-03
146.097 INV OPP DEVELOP MRKTS-R6 7038   2020-09-04 2020-12-09
2228.865 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-23 2020-12-09
1945. INVESCO OPTIMUM YIELD DIVERS   2020-04-09 2020-12-09
369.746 T ROWE PR OVERSEAS STOCK-I #521   2020-09-04 2020-12-09
257.291 TOUCHSTONE MID CAP-INST #353     2020-12-09
334.659 TRIBUTARY SMALL CO-INST PLUS #1705   2020-09-04 2020-12-09
59. VANGUARD MIDCAP VIPER   2019-10-21 2020-12-09
35. VANGUARD MIDCAP VIPER   2020-09-25 2020-12-09
2. ALPHABET INC CL C   2020-09-04 2020-12-14
96. APPLE INC   2020-09-04 2020-12-14
5. BLACKROCK INC   2020-09-04 2020-12-14
5. BROADCOM INC   2020-09-04 2020-12-14
27. CVS HEALTH CORPORATION   2020-09-04 2020-12-14
64. CISCO SYSTEMS INC   2020-09-04 2020-12-14
48. CITIGROUP INC.   2020-09-04 2020-12-14
12. DIAGEO PLC - ADR   2020-09-04 2020-12-14
110. GILEAD SCIENCES INC   2020-09-04 2020-12-14
16. JPMORGAN CHASE & CO   2020-09-04 2020-12-14
10. LAM RESEARCH CORP COM   2020-09-04 2020-12-14
33. LAS VEGAS SANDS CORP   2020-09-04 2020-12-14
105. MANULIFE FINANCIAL CORP   2020-09-04 2020-12-14
21. MICROSOFT CORP   2020-09-04 2020-12-14
28. NIKE INC CL B   2020-09-04 2020-12-14
151. SUNCOR ENERGY INC NEW F   2020-09-04 2020-12-14
25. SYSCO CORP   2020-09-04 2020-12-14
63. TOTAL S.A. - ADR   2020-09-04 2020-12-14
25. UNION PACIFIC CORP   2020-09-04 2020-12-14
12. UNITED PARCEL SERVICE-CL B   2020-09-04 2020-12-14
17. WASTE MANAGEMENT INC   2020-10-26 2020-12-14
24. TE CONNECTIVITY LTD   2020-09-04 2020-12-14
3000. CVS HEALTH CORP 4.100% 3/25/25   2020-03-04 2020-12-18
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 969   861 108
b 2,592   2,216 376
c 9,803   8,482 1,321
d 27,099   23,881 3,218
e 84,635   54,471 30,164
118,942   63,630 55,312
390   351 39
24,914   24,498 416
26,542   24,231 2,311
2,600   2,364 236
25,637   25,006 631
15,382   15,009 373
10,093   9,850 243
2,019   1,975 44
6,261   5,867 394
15,398   14,784 614
544   714 -170
5,535   6,213 -678
13,031   12,874 157
42,825   52,540 -9,715
3,410   3,958 -548
47,089   58,599 -11,510
9,177   11,408 -2,231
26,889   25,648 1,241
10,592   10,227 365
10,770   10,387 383
10,830   10,411 419
21,723   20,693 1,030
5,392   5,314 78
15,554   14,893 661
21,762   20,828 934
6,285   6,323 -38
5,098   4,959 139
4,976   5,064 -88
5,160   5,172 -12
5,052   5,057 -5
5,018   5,041 -23
7,414   7,764 -350
6,092   6,196 -104
6,274   6,423 -149
5,018   5,069 -51
5,276   5,484 -208
5,156   5,211 -55
5,236   5,321 -85
5,979   6,036 -57
4,942   4,981 -39
5,185   5,249 -64
15,023   15,321 -298
5,161   5,129 32
5,185   5,228 -43
25,712   27,372 -1,660
5,142   5,114 28
32,280   30,034 2,246
5,380   5,184 196
37,637   35,864 1,773
2,351   2,078 273
51,822   43,570 8,252
8,088   7,181 907
3,014   2,997 17
9,529   8,788 741
481   506 -25
9,589   9,837 -248
28,699   30,530 -1,831
7,206   8,491 -1,285
3,551   3,943 -392
1,219   1,388 -169
13,206   15,262 -2,056
36,834   52,960 -16,126
325   395 -70
10,967   12,666 -1,699
57,632   69,179 -11,547
8,042   7,764 278
12,015   11,808 207
15,791   14,878 913
13,068   9,791 3,277
10,099   10,129 -30
5,050   5,004 46
14,161   13,557 604
1,012   994 18
37,164   36,944 220
136,308   115,750 20,558
17,758   14,320 3,438
377,823   313,342 64,481
60,882   48,410 12,472
22,096   21,931 165
11,048   10,805 243
121,759   117,932 3,827
120,471   109,004 11,467
164,262   158,453 5,809
17,554   17,259 295
3,142   3,310 -168
12,338   12,996 -658
10,538   9,951 587
5,269   5,113 156
5,388   5,196 192
10,776   10,103 673
30,955   30,318 637
5,159   5,111 48
35,742   35,073 669
16,283   15,461 822
16,182   15,941 241
15,502   14,874 628
10,855   10,123 732
5,428   5,179 249
9,642   9,119 523
3,475   3,521 -46
19,236   19,034 202
7,878   7,065 813
11,029   10,805 224
11,033   10,805 228
5,425   5,092 333
5,512   5,180 332
12,365   12,553 -188
10,491   9,962 529
1,433   1,533 -100
10,525   9,951 574
10,761   10,064 697
10,841   10,307 534
10,775   10,627 148
20,652   19,586 1,066
10,842   10,123 719
14,274   13,752 522
5,427   5,055 372
13,460   13,433 27
8,778   8,941 -163
2,631   2,402 229
1,905   2,068 -163
7,953   8,467 -514
3,826   3,374 452
2,511   2,402 109
8,611   6,597 2,014
1,789   1,921 -132
2,841   3,055 -214
2,459   2,037 422
7,549   6,687 862
24,339   23,938 401
28,345   23,650 4,695
4,393   3,938 455
11,460   10,834 626
9,882   8,018 1,864
12,030   9,964 2,066
7,137   6,009 1,128
3,554   3,150 404
11,790   11,445 345
3,457   2,817 640
2,061   1,831 230
1,917   1,623 294
2,868   2,611 257
2,838   2,512 326
1,920   1,595 325
6,609   7,241 -632
1,919   1,651 268
4,955   3,321 1,634
1,875   1,704 171
1,866   1,541 325
4,517   4,437 80
3,868   3,149 719
2,754   2,322 432
1,882   1,507 375
2,789   2,469 320
5,048   4,770 278
2,036   1,922 114
1,978   1,936 42
2,842   2,375 467
3,411   3,327 84
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
      10,715
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       108
b       376
c       1,321
d       3,218
e       30,164
      55,312
      39
      416
      2,311
      236
      631
      373
      243
      44
      394
      614
      -170
      -678
      157
      -9,715
      -548
      -11,510
      -2,231
      1,241
      365
      383
      419
      1,030
      78
      661
      934
      -38
      139
      -88
      -12
      -5
      -23
      -350
      -104
      -149
      -51
      -208
      -55
      -85
      -57
      -39
      -64
      -298
      32
      -43
      -1,660
      28
      2,246
      196
      1,773
      273
      8,252
      907
      17
      741
      -25
      -248
      -1,831
      -1,285
      -392
      -169
      -2,056
      -16,126
      -70
      -1,699
      -11,547
      278
      207
      913
      3,277
      -30
      46
      604
      18
      220
      20,558
      3,438
      64,481
      12,472
      165
      243
      3,827
      11,467
      5,809
      295
      -168
      -658
      587
      156
      192
      673
      637
      48
      669
      822
      241
      628
      732
      249
      523
      -46
      202
      813
      224
      228
      333
      332
      -188
      529
      -100
      574
      697
      534
      148
      1,066
      719
      522
      372
      27
      -163
      229
      -163
      -514
      452
      109
      2,014
      -132
      -214
      422
      862
      401
      4,695
      455
      626
      1,864
      2,066
      1,128
      404
      345
      640
      230
      294
      257
      326
      325
      -632
      268
      1,634
      171
      325
      80
      719
      432
      375
      320
      278
      114
      42
      467
      84
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 224,307
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 3,558
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,558
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,558
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,032
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 4,032
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 10 474
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet474 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)
    bulletFL
    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     		34,940    
    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
    2,671,423
    b
    Average of monthly cash balances.......................
    1b
    109,176
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,780,599
    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
    2,780,599
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    41,709
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,738,890
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    136,945
    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
    136,945
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,558
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,558
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    133,387
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    133,387
    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
    133,387
    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
    124,454
    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
    124,454
    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
    124,454
    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 7 133,387
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 101,882
    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$ 124,454
    a Applied to 2019, but not more than line 2a 101,882
    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..... 22,572
    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 ..........     		110,815
    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
    EVANGELICAL LUTH GOOD SAMARITAN SOC
    450 NORTH MCDONALD AVE
    DELAND,FL32724     		NONE PC GENERAL OPERATING 90,000
    THE SALVATION ARMY
    1424 NORTHEAST EXPRESSWAY
    ATLANTA,GA30329     		NONE PC GENERAL OPERATING 30,000
    Total .................................bullet 3a 120,000
    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 63,797  
    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 ............     		    18 224,307  
    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)..   288,104  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,104
    (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:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 960     960

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Name of Bond End of Year Book Value End of Year Fair Market Value
    776743AM8 ROPER TECHNOLOGIES 16,160 16,193
    482480AE0 KLA-TENCOR CORP 4.65 10,967 11,382
    42824CBJ7 HP ENTERPRISE CO 10,207 10,275
    00206RDC3 AT&T INC 7,822 7,817
    037833DM9 APPLE INC 10,474 10,495
    912828G38 US TREASURY NOTE 2.2 10,291 10,773
    166764BW9 CHEVRON CORP 15,087 15,600
    61746BDQ6 MORGAN STANLEY 3.875 10,353 11,078
    9128284X5 US TREASURY NOTE 9,909 10,689
    91324PCC4 UNITEDHEALTH GROUP 14,709 15,864
    822582CC4 SHELL INTERNATIONAL 10,230 10,537
    46625HJH4 JPMORGAN CHASE & CO 10,580 10,586
    256677AC9 DOLLAR GENERAL CORP 9,892 10,581
    20030NBN0 COMCAST CORP 11,157 11,157
    9128283U2 US TREASURY NOTE 9,951 10,466
    06367TG38 BANK OF MONTREAL 14,687 15,528
    29444UBK1 EQUINIX INC 9,976 10,028
    38141GWC4 GOLDMAN SACHS GROUP 15,193 15,122
    912828J27 US TREASURY NOTE 2.0 10,627 10,707
    172967LG4 CITIGROUP INC 17,424 17,508
    231021AU0 CUMMINS INC 10,028 10,072
    606822BD5 MITSUBISHI UFJ FIN 10,183 10,867
    912828WJ5 US TREASURY NOTE 2.5 10,123 10,776
    15089QAJ3 CELANESE US HOLDINGS 6,253 6,498
    06051GEU9 BANK OF AMERICA CORP 15,003 15,903
    961214EC3 WESTPAC BANKING CORP 9,995 10,869
    78015K7G3 ROYAL BANK OF CANADA 10,275 10,284
    70450YAC7 PAYPAL HOLDINGS INC 10,060 10,686
    30231GBH4 EXXON MOBIL CORPORAT 18,268 18,607
    26078JAB6 DOWDUPONT INC 10,492 11,032
    86562MBB5 SUMITOMO MITSUI FINL 15,101 16,236
    3135G03U5 FED NATL MTG ASSN 20,036 20,235
    00287YBC2 ABBVIE INC 10,271 10,904

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Name of Stock End of Year Book Value End of Year Fair Market Value
    09857L108 BOOKING HOLDINGS INC 13,081 15,591
    532457108 ELI LILLY & CO COM 15,157 16,884
    09247X101 BLACKROCK INC 16,901 21,646
    94106L109 WASTE MANAGEMENT INC 14,223 15,095
    594918104 MICROSOFT CORP 67,393 70,952
    25243Q205 DIAGEO PLC - ADR 15,017 17,946
    097023105 BOEING CO 11,055 13,914
    405217100 HAIN CELESTIAL GROUP 8,907 10,841
    G29183103 EATON CORP PLC 8,867 9,611
    G5960L103 MEDTRONIC PLC 14,278 15,814
    512807108 LAM RESEARCH CORP CO 13,286 18,891
    609207105 MONDELEZ INTERNATION 18,438 18,710
    904767704 UNILEVER PLC - ADR 12,963 13,581
    H84989104 TE CONNECTIVITY LTD 10,985 13,439
    Y2573F102 FLEX LTD 8,206 13,755
    907818108 UNION PACIFIC CORP 14,310 15,617
    172967424 CITIGROUP INC. 22,578 27,254
    883556102 THERMO FISHER SCIENT 12,220 13,973
    02079K107 ALPHABET INC CL C 44,097 49,053
    09260D107 BLACKSTONE GROUP INC 11,416 13,934
    75513E101 RAYTHEON TECHNOLOGIE 13,090 15,375
    00206R102 AT & T INC 16,991 16,537
    11135F101 BROADCOM INC 21,968 26,271
    17275R102 CISCO SYSTEMS INC 17,376 19,064
    126650100 CVS HEALTH CORPORATI 12,206 13,865
    871829107 SYSCO CORP 14,467 17,822
    460690100 INTERPUBLIC GROUP CO 8,986 11,172
    031162100 AMGEN INC 10,374 10,346
    654106103 NIKE INC CL B 15,968 20,089
    56501R106 MANULIFE FINANCIAL C 20,407 24,859
    254687106 WALT DISNEY CO 15,083 20,836
    91324P102 UNITEDHEALTH GROUP I 29,469 33,315
    87612E106 TARGET CORP 17,566 21,184
    911312106 UNITED PARCEL SERVIC 17,296 18,187
    89151E109 TOTAL S.A. - ADR 12,422 13,285
    58933Y105 MERCK & CO INC NEW 16,536 15,951
    891160509 TORONTO DOMINION BK 14,520 16,926
    92826C839 VISA INC-CLASS A SHR 14,251 15,311
    150870103 CELANESE CORP 15,280 18,841
    31620M106 FIDELITY NATL INFORM 13,228 12,731
    H2906T109 GARMIN LTD 13,726 16,154
    037833100 APPLE INC 63,660 70,856
    517834107 LAS VEGAS SANDS CORP 16,109 18,595
    285512109 ELECTRONIC ARTS INC 16,759 18,668
    46625H100 JPMORGAN CHASE & CO 25,644 31,640
    192446102 COGNIZANT TECH SOLUT 15,007 18,439
    867224107 SUNCOR ENERGY INC NE 7,598 8,289

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    912828L57 US TREASURY NOTE      
    05531FAV5 BB&T CORPORATION      
    912828PX2 US TREASURY NOTE 3.6      
    824348AU0 SHERWIN-WILLIAMS CO      
    55273H353 MFS VALUE FUND-R5      
    78463X863 SPDR DJ WILSHIRE INT      
    85917K546 STERLING CAPITAL STR      
    06406FAA1 BANK OF NY MELLON CO      
    277923264 EATON VANCE GLOB MAC      
    06051GEU9 BANK OF AMERICA CORP      
    04314H600 ARTISAN MID CAP FUND AT COST 69,883 95,335
    86562MBB5 SUMITOMO MITSUI FINL      
    339128100 JP MORGAN MID CAP VA      
    87234N765 TCW EMRG MKTS INCM-I AT COST 115,672 122,307
    38141GWC4 GOLDMAN SACHS GROUP      
    912828SF8 US TREASURY NOTE 2.0      
    9128284X5 US TREASURY NOTE      
    00440EAT4 ACE INA HOLDINGS      
    77956H435 T ROWE PR OVERSEAS S AT COST 78,169 92,375
    91159HHL7 US BANCORP      
    779919307 T ROWE PR REAL ESTAT      
    46434G103 ISHARES CORE MSCI EM      
    9128284S6 US TREASURY NOTE      
    375558BB8 GILEAD SCIENCES INC      
    126650CT5 CVS HEALTH CORP      
    91324PCC4 UNITEDHEALTH GROUP      
    256677AC9 DOLLAR GENERAL CORP      
    912828F21 US TREASURY NOTE 2.1      
    025083320 AMER CENT SMALL CAP      
    931427AH1 WALGREENS BOOTS ALLI      
    912828WJ5 US TREASURY NOTE 2.5      
    381430503 GOLDMAN ACTIVEBETA U      
    06367TG38 BANK OF MONTREAL      
    9128283U2 US TREASURY NOTE      
    482480AE0 KLA-TENCOR CORP 4.65      
    26078JAB6 DOWDUPONT INC      
    693390841 PIMCO HIGH YIELD FD-      
    00287YBC2 ABBVIE INC      
    961214EC3 WESTPAC BANKING CORP      
    476313309 THE JENSEN PORTFOLIO      
    912828G38 US TREASURY NOTE 2.2      
    00143W859 INV OPP DEVELOP MRKT AT COST 79,477 124,779
    9128285R7 US TREASURY NOTE      
    15089QAJ3 CELANESE US HOLDINGS      
    31641Q755 FIDELITY NEW MRKTS I AT COST 60,533 61,502
    037833DM9 APPLE INC      
    70450YAC7 PAYPAL HOLDINGS INC      
    9128282N9 US TREASURY NOTE      
    464288588 ISHARES MBS ETF AT COST 10,805 11,013
    61746BDQ6 MORGAN STANLEY 3.875      
    822582CC4 SHELL INTERNATIONAL      
    922908629 VANGUARD MIDCAP VIPE AT COST 161,464 214,627
    606822BD5 MITSUBISHI UFJ FIN      
    464287150 ISHARES TRS & P 1500      
    46090F100 INVESCO OPTIMUM YIEL AT COST 50,414 63,497
    89609H704 TRIBUTARY SMALL CO-I AT COST 49,982 62,352
    27830W108 EV GL MACR ABS RTRN AT COST 59,201 57,499
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 325,052 334,214
    464287655 ISHARES RUSSELL 2000 AT COST 97,044 126,263
    89155T649 TOUCHSTONE MID CAP-I AT COST 148,625 180,401
    89154Q562 TOUCHSTONE SANDS EM AT COST 90,993 93,906

    TY 2020 OtherDecreasesSchedule
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Description Amount
    MUTUAL FUND TIMING ADJ 1,207
    PURCHASE OF ACCRUED INTEREST CARRYOVER 272


    TY 2020 OtherExpensesSchedule
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 4 4   0


    TY 2020 OtherIncreasesSchedule
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Description Amount
    COST BASIS ADJUSTMENT 773


    TY 2020 TaxesSchedule
    Name:
    MAUD E WILSON TRUST U W
    EIN:
    59-6210163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 430 430   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,564 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,032 0   0
    FOREIGN TAXES ON NONQUALIFIED 62 62   0