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
AUXILLARY NURSING CARE TRUST
 
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

20-0280939
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$1,095,109
J 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... 19,891 19,644  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,910
b Gross sales price for all assets on line 6a 462,195
7 Capital gain net income (from Part IV, line 2)... 38,910
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........ 58,801 58,554  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,439 10,829   3,610
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)....... 1,760 0 0 1,760
c Other professional fees (attach schedule).... 1,470     1,470
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 844 287   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.......... 18,513 11,116 0 6,840
25 Contributions, gifts, grants paid....... 21,000 21,000
26 Total expenses and disbursements. Add lines 24 and 25 39,513 11,116 0 27,840
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,288
b Net investment income (if negative, enter -0-) 47,438
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............. 1,330 2,344 2,344
2 Savings and temporary cash investments......... 38,952 22,515 22,515
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 attachment150,727 361,761
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 706,431 Click to see attachment604,581 708,489
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) 746,713 780,167 1,095,109
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........ 746,713 780,167
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)..... 746,713 780,167
30 Total liabilities and net assets/fund balances (see instructions). 746,713 780,167
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
746,713
2
Enter amount from Part I, line 27a .....................
2
19,288
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
14,560
4
Add lines 1, 2, and 3 ..........................
4
780,561
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
394
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
780,167
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 9. ACTIVISION BLIZZARD INC   2018-11-26 2020-02-13
b 3. ALEXION PHARMACEUTICALS INC   2019-02-27 2020-02-13
c 3. ALEXION PHARMACEUTICALS INC     2020-02-13
d 3. ALPHABET INC CL C     2020-02-13
e 2. AMAZON COM INC COM   2018-08-02 2020-02-13
8. APPLE INC   2019-08-06 2020-02-13
3. ARISTA NETWORKS INC   2019-05-21 2020-02-13
2. BOEING CO   2019-02-27 2020-02-13
31. BOSTON SCIENTIFIC CORP COM     2020-02-13
3. BROADCOM INC   2018-04-04 2020-02-13
2. BROADCOM INC   2019-09-26 2020-02-13
4. CANADIAN PAC RY LTD   2019-09-30 2020-02-13
8. CENTENE CORP DEL   2019-12-23 2020-02-13
16. COCA COLA CO     2020-02-13
5. DANAHER CORP   2019-08-06 2020-02-13
103. EATON VANCE GLOB MACRO ADV-I 208   2017-10-20 2020-02-13
3. ECOLAB INC   2019-08-06 2020-02-13
14. FACEBOOK INC   2019-08-06 2020-02-13
9. FIDELITY NATL INFORMATION SVCS INC     2020-02-13
9. FORTUNE BRANDS HOME & SECURITY   2013-02-08 2020-02-13
7. HOME DEPOT INC     2020-02-13
13. INTERCONTINENTAL EXCHANGE INC     2020-02-13
43. ISHARES S&P MID-CAP 400 GROWTH     2020-02-13
7. ISHARES RUSSELL 2000 ETF   2018-01-24 2020-02-13
59. ISHARES S&P MID-CAP 400 VALUE     2020-02-13
148.833 JOHN HANCOCK II-ABSLT RTRN-I 3643   2019-05-09 2020-02-13
1971.312 JOHN HANCOCK II-ABSLT RTRN-I 3643     2020-02-13
5. ESTEE LAUDER COMPANIES INC     2020-02-13
25. MICROSOFT CORP     2020-02-13
3. MICROSOFT CORP   2018-11-15 2020-02-13
5. MIDDLEBY CORP   2019-08-06 2020-02-13
1. NETFLIX.COM INC   2018-08-23 2020-02-13
4. NETFLIX.COM INC   2019-08-06 2020-02-13
4. NVIDIA CORP   2018-11-26 2020-02-13
5. PRA HEALTH SCIENCES INC   2018-03-13 2020-02-13
328.298 T ROWE PR REAL ESTATE-I #432   2016-01-22 2020-02-13
3. S&P GLOBAL INC   2019-08-06 2020-02-13
244. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2011-10-13 2020-02-13
5. SALESFORCE COM INC     2020-02-13
6. TRACTOR SUPPLY CO COM   2019-08-06 2020-02-13
2. TRANSDIGM GROUP INC   2019-08-06 2020-02-13
14. VANGUARD INTERMEDIATE TERM B   2014-04-23 2020-02-13
77. VANGUARD SHORT TERM BOND ETF     2020-02-13
103. VANGUARD SHORT TERM BOND ETF   2019-02-22 2020-02-13
53. VANGUARD FTSE DEVELOPED ETF   2018-06-20 2020-02-13
2. VERTEX PHARMACEUTICALS INC COM     2020-02-13
10. VISA INC-CLASS A SHRS     2020-02-13
9. XPO LOGISTICS INC   2017-06-06 2020-02-13
3. ACCENTURE PLC   2019-08-06 2020-02-13
4. JAZZ PHARMACEUTICALS PLC   2019-08-06 2020-02-13
10. NORWEGIAN CRUISE LINE HOLDING   2015-05-28 2020-02-13
3. HOME DEPOT INC   2013-02-21 2020-03-06
3. HOME DEPOT INC   2019-08-06 2020-03-06
31. MIDDLEBY CORP     2020-03-06
4. MIDDLEBY CORP   2019-08-06 2020-03-06
3. NETFLIX.COM INC     2020-03-06
10. ALEXION PHARMACEUTICALS INC   2019-08-06 2020-03-13
24. ALEXION PHARMACEUTICALS INC     2020-03-13
.25388 TRANSDIGM GROUP INC   2019-08-06 2020-03-13
.74612 TRANSDIGM GROUP INC   2019-08-06 2020-03-13
200.972 EATON VANCE GLOB MACRO ADV-I 208   2017-10-20 2020-04-03
246. ISHARES CORE U.S. AGGREGATE ETF   2020-02-13 2020-04-03
119. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-04-03
171.83 PRINCIPAL HIGH YIELD-R6 #4264   2020-02-14 2020-04-03
39. VANGUARD INTERMEDIATE TERM B   2019-05-08 2020-04-03
266. VANGUARD INTERMEDIATE TERM B     2020-04-03
558. VANGUARD FTSE DEVELOPED ETF     2020-04-03
443. VANGUARD FTSE EMERGING MARKETS ETF     2020-04-03
6. ACTIVISION BLIZZARD INC   2020-04-03 2020-05-12
1. ALIGN TECHNOLOGY INC   2019-08-06 2020-05-12
6. APPLE INC   2020-04-03 2020-05-12
2. ARISTA NETWORKS INC   2019-05-21 2020-05-12
1. BOEING CO   2019-08-06 2020-05-12
13. BOSTON SCIENTIFIC CORP COM   2019-08-06 2020-05-12
2. BROADCOM INC   2019-08-06 2020-05-12
2. CANADIAN PAC RY LTD   2019-09-30 2020-05-12
9. CENTENE CORP DEL   2019-12-23 2020-05-12
11. COCA COLA CO     2020-05-12
2. CONCHO RESOURCES INC   2018-11-15 2020-05-12
2. CONSTELLATION BRANDS INC   2019-08-06 2020-05-12
3. DANAHER CORP     2020-05-12
1. DEXCOM INC   2019-08-06 2020-05-12
2. ECOLAB INC   2020-04-03 2020-05-12
6. FACEBOOK INC     2020-05-12
3. FIDELITY NATL INFORMATION SVCS INC   2019-08-06 2020-05-12
5. FORTUNE BRANDS HOME & SECURITY   2019-08-06 2020-05-12
1. HOME DEPOT INC   2020-04-03 2020-05-12
5. INTERCONTINENTAL EXCHANGE INC   2019-08-06 2020-05-12
14. ISHARES S&P MID-CAP 400 GROWTH   2020-04-03 2020-05-12
99. ISHARES S&P MID-CAP 400 GROWTH   2011-10-13 2020-05-12
155. ISHARES RUSSELL 2000 ETF   2018-01-24 2020-05-12
142. ISHARES S&P MID-CAP 400 VALUE   2011-10-13 2020-05-12
43. ISHARES S&P MID-CAP 400 VALUE   2020-04-03 2020-05-12
1. ESTEE LAUDER COMPANIES INC   2020-04-03 2020-05-12
1. ESTEE LAUDER COMPANIES INC   2019-08-06 2020-05-12
2. LULULEMON ATHLETICA INC   2020-04-03 2020-05-12
12. MICROSOFT CORP   2020-04-03 2020-05-12
4. MORGAN STANLEY   2017-12-26 2020-05-12
1. NETFLIX.COM INC   2020-04-03 2020-05-12
2. NVIDIA CORP   2020-04-03 2020-05-12
3. PRA HEALTH SCIENCES INC   2019-08-06 2020-05-12
2. PALO ALTO NETWORKS INC   2019-08-06 2020-05-12
2. POOL CORPORATION     2020-05-12
3732.808 PRINCIPAL HIGH YIELD-R6 #4264     2020-05-12
2. S&P GLOBAL INC   2019-08-06 2020-05-12
4. SALESFORCE COM INC     2020-05-12
20.546 JAMES ALPHA GL REAL EST-I   2020-02-14 2020-05-12
4. TRACTOR SUPPLY CO COM   2019-08-06 2020-05-12
1. TRANSDIGM GROUP INC   2019-08-27 2020-05-12
2. VERTEX PHARMACEUTICALS INC COM   2020-04-03 2020-05-12
5. VISA INC-CLASS A SHRS   2020-03-06 2020-05-12
3. XPO LOGISTICS INC   2019-09-26 2020-05-12
2. ACCENTURE PLC     2020-05-12
2. JAZZ PHARMACEUTICALS PLC   2019-08-06 2020-05-12
1. CHIPOTLE MEXICAN GRILL INC   2020-03-06 2020-06-05
7. LULULEMON ATHLETICA INC     2020-06-05
3. NETFLIX.COM INC   2019-09-30 2020-06-05
3. NVIDIA CORP   2019-05-21 2020-06-05
1. NVIDIA CORP   2020-04-03 2020-06-05
1. POOL CORPORATION   2018-05-09 2020-06-05
5. POOL CORPORATION   2019-08-06 2020-06-05
1177.997 JAMES ALPHA GL REAL EST-I     2020-06-17
7. ACTIVISION BLIZZARD INC   2018-11-26 2020-06-26
2. ACTIVISION BLIZZARD INC   2020-04-03 2020-06-26
7. BOEING CO   2019-01-02 2020-06-26
2. BOEING CO     2020-06-26
92. COCA COLA CO     2020-06-26
32. COCA COLA CO     2020-06-26
2. TRANSDIGM GROUP INC   2018-11-26 2020-06-26
3. DEXCOM INC   2019-08-06 2020-07-15
1. NETFLIX.COM INC   2019-09-30 2020-07-15
6. TRACTOR SUPPLY CO COM     2020-07-15
24. JAZZ PHARMACEUTICALS PLC     2020-07-15
4. JAZZ PHARMACEUTICALS PLC     2020-07-15
1. ALPHABET INC CL C   2019-08-06 2020-09-25
1. AMAZON COM INC COM   2020-04-03 2020-09-25
4. APPLE INC   2020-04-03 2020-09-25
10. APPLE INC   2019-08-06 2020-09-25
3. FACEBOOK INC     2020-09-25
85. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-25
87. ISHARES CORE U.S. AGGREGATE ETF   2020-05-12 2020-09-25
58. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-09-25
3. MICROSOFT CORP   2020-04-03 2020-09-25
3. MICROSOFT CORP   2019-08-06 2020-09-25
1. NVIDIA CORP   2019-05-21 2020-09-25
3. SALESFORCE COM INC   2019-08-06 2020-09-25
110.214 TCW EMRG MKTS INCM-I 4721   2018-07-13 2020-09-25
474. VANGUARD INTERMEDIATE TERM B     2020-09-25
55. VANGUARD INTERMEDIATE TERM B   2020-05-12 2020-09-25
16. VANGUARD FTSE DEVELOPED ETF   2013-02-08 2020-09-25
3. VISA INC-CLASS A SHRS   2020-03-06 2020-09-25
15. APPLE INC   2019-08-06 2020-10-26
21. CONCHO RESOURCES INC     2020-10-26
21. CONCHO RESOURCES INC   2020-03-06 2020-10-26
2. DANAHER CORP   2020-04-03 2020-10-26
6. DANAHER CORP   2018-04-20 2020-10-26
3. NVIDIA CORP   2019-05-21 2020-10-26
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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 560   456 104
b 317   407 -90
c 317   388 -71
d 4,527   3,571 956
e 4,290   3,576 714
2,598   1,572 1,026
699   757 -58
689   871 -182
1,304   1,301 3
965   708 257
644   554 90
1,090   891 199
526   505 21
950   868 82
816   682 134
1,097   1,105 -8
619   588 31
2,935   2,572 363
1,339   1,189 150
649   301 348
1,684   1,511 173
1,230   1,181 49
10,569   4,380 6,189
1,172   1,116 56
10,054   4,589 5,465
1,295   1,326 -31
17,150   18,887 -1,737
1,069   935 134
4,606   3,407 1,199
553   316 237
577   628 -51
377   340 37
1,509   1,242 267
1,081   602 479
546   460 86
8,802   8,608 194
906   736 170
9,567   8,332 1,235
942   781 161
590   622 -32
1,305   968 337
1,243   1,172 71
6,237   6,137 100
8,343   8,137 206
2,329   2,322 7
483   342 141
2,067   1,734 333
847   531 316
630   560 70
567   553 14
532   548 -16
679   194 485
679   616 63
3,102   3,488 -386
400   503 -103
1,093   842 251
784   1,093 -309
1,883   2,571 -688
103   124 -21
303   364 -61
1,919   2,156 -237
28,250   28,093 157
4,688   6,162 -1,474
1,048   1,235 -187
3,473   3,271 202
23,690   22,255 1,435
17,726   23,683 -5,957
14,497   14,911 -414
450   369 81
216   190 26
1,910   1,457 453
457   505 -48
133   334 -201
492   541 -49
552   536 16
460   446 14
606   568 38
502   580 -78
112   256 -144
329   376 -47
485   409 76
419   145 274
393   303 90
1,278   1,092 186
387   393 -6
268   254 14
238   180 58
471   446 25
2,900   2,375 525
20,508   9,497 11,011
20,131   24,718 -4,587
17,304   9,996 7,308
5,240   4,433 807
170   149 21
170   176 -6
494   370 124
2,240   1,861 379
160   210 -50
441   367 74
649   508 141
271   293 -22
438   433 5
454   376 78
24,301   26,474 -2,173
607   491 116
716   601 115
291   409 -118
438   415 23
346   364 -18
564   482 82
918   917 1
204   216 -12
375   349 26
230   277 -47
1,063   724 339
2,242   1,267 975
1,252   798 454
1,075   466 609
358   254 104
259   147 112
1,293   938 355
19,095   21,615 -2,520
532   355 177
152   123 29
1,190   2,252 -1,062
340   459 -119
4,028   4,190 -162
1,401   1,544 -143
835   651 184
1,239   435 804
522   266 256
834   543 291
2,624   2,281 343
437   436 1
1,433   1,163 270
3,055   1,911 1,144
434   243 191
1,085   491 594
747   519 228
1,153   1,011 142
10,273   10,131 142
2,948   3,003 -55
610   465 145
610   402 208
499   155 344
710   432 278
878   886 -8
44,242   39,267 4,975
5,134   5,001 133
639   582 57
584   550 34
1,712   737 975
920   2,018 -1,098
920   1,261 -341
470   273 197
1,409   610 799
1,573   466 1,107
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
      15
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       104
b       -90
c       -71
d       956
e       714
      1,026
      -58
      -182
      3
      257
      90
      199
      21
      82
      134
      -8
      31
      363
      150
      348
      173
      49
      6,189
      56
      5,465
      -31
      -1,737
      134
      1,199
      237
      -51
      37
      267
      479
      86
      194
      170
      1,235
      161
      -32
      337
      71
      100
      206
      7
      141
      333
      316
      70
      14
      -16
      485
      63
      -386
      -103
      251
      -309
      -688
      -21
      -61
      -237
      157
      -1,474
      -187
      202
      1,435
      -5,957
      -414
      81
      26
      453
      -48
      -201
      -49
      16
      14
      38
      -78
      -144
      -47
      76
      274
      90
      186
      -6
      14
      58
      25
      525
      11,011
      -4,587
      7,308
      807
      21
      -6
      124
      379
      -50
      74
      141
      -22
      5
      78
      -2,173
      116
      115
      -118
      23
      -18
      82
      1
      -12
      26
      -47
      339
      975
      454
      609
      104
      112
      355
      -2,520
      177
      29
      -1,062
      -119
      -162
      -143
      184
      804
      256
      291
      343
      1
      270
      1,144
      191
      594
      228
      142
      142
      -55
      145
      208
      344
      278
      -8
      4,975
      133
      57
      34
      975
      -1,098
      -341
      197
      799
      1,107
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 38,910
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................................ 1 659
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........................... 3 659
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- ..... 5 659
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 280
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.............. 7 280
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 9 379
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)
    bulletUT
    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
     
    No
    .........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
    14,439    
    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
    915,381
    b
    Average of monthly cash balances.......................
    1b
    34,211
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    949,592
    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
    949,592
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,244
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    935,348
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    46,767
    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
    46,767
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    659
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    659
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    46,108
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    14,560
    5
    Add lines 3 and 4............................
    5
    60,668
    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
    60,668
    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
    27,840
    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
    27,840
    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
    27,840
    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 60,668
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 18,829
    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$ 27,840
    a Applied to 2019, but not more than line 2a 18,829
    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..... 9,011
    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 ..........
    51,657
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE AUXILLARY NURSING CARE SCHOLARS
    4320 WADE HAMPTON BLVD
    TAYLORS,SC29687
    (864) 268-3363
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    ONLINE APPLICATION AVAILABLE AT WWW.CSASCHOLARS.ORG/ANCT
    cAny submission deadlines:
    ONLINE APPLICATION WILL BE OPEN FEB 15 AND CLOSE APRIL 15 EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE HS SENIORS, UNDERGRADS, OR GRADUATE STUDENTS. MUST MAJOR IN FI RELATED TO NURSING. MUST DEMONSTRATE FINANCIAL NEED MUST ATTEND OR PLAN TO ATTEND FULL TIME ACCREDITED COLLEGE OR UNIV IN
    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
    JACQUELINE BANDA CO TEXAS TECH UNIV
    BOX 45011
    LUBBOCK,TX79409
    NONE I SCHOLARSHIP 3,000
    HEATHER NEELEY CO SOUTHERN UTAH UNIV
    351 W UNIVERSITY BLVD
    CEDAR CITY,UT84720
    NONE I SCHOLARSHIP 3,000
    MARIE BIRD CO BYU
    A-41 ASB
    PROVO,UT84602
    NONE I SCHOLARSHIP 3,000
    LARISSA SNYDER CO BYU
    A-41 ASB
    PROVO,UT84602
    NONE I SCHOLARSHIP 3,000
    YAZMINE TOVAR CO BYU
    A-41 ASB
    PROVO,UT84606
    NONE I SCHOLARSHIP 3,000
    EMMA WESTHORA CO BYU
    A-41 ASB
    PROVO,UT84606
    NONE I SCHOLARSHIP 3,000
    BHAGAWAT ACHARYA CO UNIV OF UTAH
    201 PRESIDENTS CIRCLE
    SALT LAKE CITY,UT84112
    NONE I SCHOLARSHIPS 3,000
    Total .................................bullet 3a 21,000
    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 19,891  
    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 38,910  
    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)..   58,801  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    58,801
    (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:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,760     1,760

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Name of Stock End of Year Book Value End of Year Fair Market Value
    893641100 TRANSDIGM GROUP INC 1,903 4,332
    437076102 HOME DEPOT INC 1,469 5,578
    040413106 ARISTA NETWORKS INC 5,343 6,974
    87918A105 TELADOC HEALTH INC 4,052 3,799
    023135106 AMAZON COM INC COM 9,107 26,055
    09857L108 BOOKING HOLDINGS INC 2,840 6,682
    594918104 MICROSOFT CORP 5,555 24,911
    983793100 XPO LOGISTICS INC 2,721 5,364
    90384S303 ULTA BEAUTY INC 3,596 4,307
    892356106 TRACTOR SUPPLY CO CO 1,365 5,623
    278865100 ECOLAB INC 838 3,462
    252131107 DEXCOM INC 1,997 5,546
    235851102 DANAHER CORP 1,175 6,220
    92532F100 VERTEX PHARMACEUTICA 3,149 4,490
    697435105 PALO ALTO NETWORKS I 3,746 7,819
    037833100 APPLE INC 2,374 30,121
    02079K107 ALPHABET INC CL C 5,060 19,271
    00507V109 ACTIVISION BLIZZARD 2,743 5,200
    11135F101 BROADCOM INC 4,671 8,757
    339041105 FLEETCOR TECHNOLOGIE 4,354 4,911
    31620M106 FIDELITY NATL INFORM 2,607 5,517
    G1151C101 ACCENTURE PLC 2,512 7,314
    69354M108 PRA HEALTH SCIENCES 3,116 4,390
    64110L106 NETFLIX INC 2,098 6,489
    15135B101 CENTENE CORP DEL 3,880 5,643
    92826C839 VISA INC-CLASS A SHR 3,506 10,499
    45866F104 INTERCONTINENTAL EXC 2,025 6,572
    73278L105 POOL CORPORATION 2,349 5,960
    30303M102 FACEBOOK INC 3,647 15,570
    101137107 BOSTON SCIENTIFIC CO 3,731 5,752
    81762P102 SERVICENOW INC 3,399 6,055
    98936J101 ZENDESK INC 3,698 5,868
    532457108 ELI LILLY & CO COM 6,786 7,260
    169656105 CHIPOTLE MEXICAN GRI 2,673 4,160
    G66721104 NORWEGIAN CRUISE LIN 4,246 2,848
    67066G104 NVIDIA CORP 2,585 8,877
    21036P108 CONSTELLATION BRANDS 2,345 4,600
    896239100 TRIMBLE INC 4,866 7,011
    550021109 LULULEMON ATHLETICA 2,325 4,524
    016255101 ALIGN TECHNOLOGY INC 2,084 8,016
    518439104 ESTEE LAUDER COMPANI 2,048 6,389
    78409V104 S&P GLOBAL INC 1,827 5,588
    617446448 MORGAN STANLEY 5,407 7,264
    79466L302 SALESFORCE COM INC 3,268 9,569
    34964C106 FORTUNE BRANDS HOME 2,093 5,057
    13645T100 CANADIAN PAC RY LTD 3,548 5,547

    TY 2020 InvestmentsOtherSchedule2
    Name:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    27830W108 EV GL MACR ABS RTRN AT COST 28,947 28,273
    922908629 VANGUARD MIDCAP VIPE AT COST 144,660 187,747
    921943858 VANGUARD FTSE DEVELO AT COST 34,576 45,274
    87234N765 TCW EMRG MKTS INCM-I AT COST 38,323 41,210
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 102,436 110,688
    464287226 ISHARES CORE U.S. AG AT COST 136,835 145,019
    31641Q755 FIDELITY NEW MRKTS I AT COST 19,161 20,052
    46434G103 ISHARES CORE MSCI EM AT COST 46,065 58,131
    464287655 ISHARES RUSSELL 2000 AT COST 28,167 39,408
    46090F100 INVESCO OPTIMUM YIEL AT COST 25,411 32,687

    TY 2020 OtherDecreasesSchedule
    Name:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Description Amount
    PY RETURN OF CAPITAL ADJ 31
    MUTUAL FUND TIMING ADJ 306
    COST BASIS ADJ 57


    TY 2020 OtherIncreasesSchedule
    Name:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Description Amount
    RECOVERY OF GRANTS PAID 14,560


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP ADMIN FEES 1,470     1,470


    TY 2020 TaxesSchedule
    Name:
    AUXILLARY NURSING CARE TRUST
    EIN:
    20-0280939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 112 112   0
    FEDERAL TAX PAYMENT - PRIOR YE 277 0   0
    FEDERAL ESTIMATES - PRINCIPAL 280 0   0
    FOREIGN TAXES ON QUALIFIED FOR 67 67   0
    FOREIGN TAXES ON NONQUALIFIED 108 108   0