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
VAN HOE GEORGE CHARITABLE TRUST UA
 
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

42-6602495
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$588,550J 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... 10,922 10,778  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,029
b Gross sales price for all assets on line 6a 286,357
7 Capital gain net income (from Part IV, line 2)... 8,029
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 180    
12 Total. Add lines 1 through 11........ 19,131 18,807  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,626 7,763   863
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 950 0 0 950
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 175 175   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.......... 9,751 7,938 0 1,813
25 Contributions, gifts, grants paid....... 23,500 23,500
26 Total expenses and disbursements. Add lines 24 and 25 33,251 7,938 0 25,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,120
b Net investment income (if negative, enter -0-) 10,869
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............. 713 1,030 1,030
2 Savings and temporary cash investments......... 19,806 11,792 11,792
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 attachment98,847 185,799
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).......... 442,348 Click to see attachment336,801 389,929
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) 462,867 448,470 588,550
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........ 462,867 448,470
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)..... 462,867 448,470
30 Total liabilities and net assets/fund balances (see instructions). 462,867 448,470
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
462,867
2
Enter amount from Part I, line 27a .....................
2
-14,120
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
448,747
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
277
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
448,470
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 5. ACTIVISION BLIZZARD INC   2018-11-26 2020-02-12
b 3. ALEXION PHARMACEUTICALS INC   2019-02-27 2020-02-12
c 2. ALIGN TECHNOLOGY INC   2017-08-25 2020-02-12
d 6. APPLE INC   2017-08-25 2020-02-12
e 2. ARISTA NETWORKS INC   2019-05-21 2020-02-12
1. BOEING CO   2019-02-27 2020-02-12
17. BOSTON SCIENTIFIC CORP COM     2020-02-12
2. BROADCOM INC     2020-02-12
2. CANADIAN PAC RY LTD   2019-09-30 2020-02-12
5. CENTENE CORP DEL   2019-12-23 2020-02-12
12. COCA COLA CO     2020-02-12
5. DANAHER CORP     2020-02-12
2. DEXCOM INC     2020-02-12
5. FACEBOOK INC   2017-08-25 2020-02-12
5. FIDELITY NATL INFORMATION SVCS INC     2020-02-12
4. FORTUNE BRANDS HOME & SECURITY   2017-08-25 2020-02-12
4. HOME DEPOT INC     2020-02-12
7. INTERCONTINENTAL EXCHANGE INC     2020-02-12
23. ISHARES S&P MID-CAP 400 GROWTH   2017-08-25 2020-02-12
2. ISHARES S&P MID-CAP 400 GROWTH   2019-10-18 2020-02-12
7. ISHARES RUSSELL 2000 ETF   2018-04-19 2020-02-12
32. ISHARES S&P MID-CAP 400 VALUE   2017-08-25 2020-02-12
2. ISHARES S&P MID-CAP 400 VALUE   2019-10-18 2020-02-12
8. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-02-12
1072.614 JOHN HANCOCK II-ABSLT RTRN-I 3643   2017-10-24 2020-02-12
64. JOHN HANCOCK II-ABSLT RTRN-I 3643   2019-05-10 2020-02-12
2. ESTEE LAUDER COMPANIES INC   2019-08-07 2020-02-12
11. MICROSOFT CORP     2020-02-12
2. MIDDLEBY CORP   2019-08-07 2020-02-12
1. MIDDLEBY CORP   2018-03-13 2020-02-12
2. NETFLIX.COM INC   2019-08-07 2020-02-12
1. NETFLIX.COM INC   2018-08-23 2020-02-12
2. NVIDIA CORP   2018-11-26 2020-02-12
3. PRA HEALTH SCIENCES INC   2018-03-13 2020-02-12
2. PALO ALTO NETWORKS INC   2019-12-23 2020-02-12
172.427 T ROWE PR REAL ESTATE-I #432   2016-01-25 2020-02-12
2. S&P GLOBAL INC   2019-08-07 2020-02-12
126. SPDR DJ WILSHIRE INTERNATIONAL R ETF     2020-02-12
4. SALESFORCE COM INC   2019-10-30 2020-02-12
3. TRACTOR SUPPLY CO COM   2019-08-07 2020-02-12
1. TRANSDIGM GROUP INC   2019-08-07 2020-02-12
62. VANGUARD SHORT TERM BOND ETF   2019-02-21 2020-02-12
34. VANGUARD SHORT TERM BOND ETF   2018-02-07 2020-02-12
27. VANGUARD FTSE DEVELOPED ETF   2018-08-02 2020-02-12
2. VERTEX PHARMACEUTICALS INC COM   2018-09-12 2020-02-12
4. VISA INC-CLASS A SHRS     2020-02-12
5. XPO LOGISTICS INC   2017-08-25 2020-02-12
2. ACCENTURE PLC   2019-08-07 2020-02-12
2. JAZZ PHARMACEUTICALS PLC   2017-08-25 2020-02-12
6. NORWEGIAN CRUISE LINE HOLDING   2017-08-25 2020-02-12
1. HOME DEPOT INC   2017-08-25 2020-03-06
2. HOME DEPOT INC   2019-08-07 2020-03-06
15. MIDDLEBY CORP     2020-03-06
4. MIDDLEBY CORP   2019-08-07 2020-03-06
2. NETFLIX.COM INC     2020-03-06
13. ALEXION PHARMACEUTICALS INC     2020-03-13
6. ALEXION PHARMACEUTICALS INC   2019-08-07 2020-03-13
1. TRANSDIGM GROUP INC   2019-08-07 2020-03-13
115.365 EATON VANCE GLOB MACRO ADV-I 208   2017-10-24 2020-04-03
138. ISHARES CORE U.S. AGGREGATE ETF   2020-02-12 2020-04-03
63. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-04-03
97.665 PRINCIPAL HIGH YIELD-R6 #4264     2020-04-03
145. VANGUARD INTERMEDIATE TERM B     2020-04-03
26. VANGUARD INTERMEDIATE TERM B     2020-04-03
310. VANGUARD FTSE DEVELOPED ETF     2020-04-03
228. VANGUARD FTSE EMERGING MARKETS ETF     2020-04-03
23. VANGUARD FTSE EMERGING MARKETS ETF   2019-08-07 2020-04-03
3. ACTIVISION BLIZZARD INC   2020-04-03 2020-05-12
1. ALPHABET INC CL C   2019-08-07 2020-05-12
3. APPLE INC   2020-04-03 2020-05-12
7. BOSTON SCIENTIFIC CORP COM   2019-08-07 2020-05-12
1. BROADCOM INC   2019-08-07 2020-05-12
1. CANADIAN PAC RY LTD   2019-09-30 2020-05-12
5. CENTENE CORP DEL   2019-12-23 2020-05-12
6. COCA COLA CO     2020-05-12
2. CONCHO RESOURCES INC   2018-11-15 2020-05-12
1. DANAHER CORP   2020-04-03 2020-05-12
1. DEXCOM INC   2020-04-03 2020-05-12
1. ECOLAB INC   2019-08-07 2020-05-12
3. FACEBOOK INC   2019-08-07 2020-05-12
1. FIDELITY NATL INFORMATION SVCS INC   2019-08-07 2020-05-12
2. FORTUNE BRANDS HOME & SECURITY   2017-08-25 2020-05-12
2. INTERCONTINENTAL EXCHANGE INC   2019-08-07 2020-05-12
8. ISHARES S&P MID-CAP 400 GROWTH   2020-04-03 2020-05-12
55. ISHARES S&P MID-CAP 400 GROWTH   2017-08-25 2020-05-12
85. ISHARES RUSSELL 2000 ETF   2018-04-19 2020-05-12
79. ISHARES S&P MID-CAP 400 VALUE   2017-08-25 2020-05-12
24. ISHARES S&P MID-CAP 400 VALUE   2020-04-03 2020-05-12
1. LULULEMON ATHLETICA INC   2020-04-03 2020-05-12
6. MICROSOFT CORP   2020-04-03 2020-05-12
3. MORGAN STANLEY   2017-12-22 2020-05-12
1. NVIDIA CORP   2020-04-03 2020-05-12
2. PRA HEALTH SCIENCES INC   2019-08-07 2020-05-12
1. PALO ALTO NETWORKS INC   2019-09-26 2020-05-12
1. POOL CORPORATION   2019-08-07 2020-05-12
2067.08 PRINCIPAL HIGH YIELD-R6 #4264   2019-10-09 2020-05-12
2. SALESFORCE COM INC   2019-09-26 2020-05-12
11.604 JAMES ALPHA GL REAL EST-I   2020-02-13 2020-05-12
2. TRACTOR SUPPLY CO COM   2019-08-07 2020-05-12
1. ULTA BEAUTY INC   2018-04-04 2020-05-12
3. VISA INC-CLASS A SHRS   2020-03-06 2020-05-12
1. ACCENTURE PLC   2020-03-13 2020-05-12
2. JAZZ PHARMACEUTICALS PLC   2017-08-25 2020-05-12
4. LULULEMON ATHLETICA INC   2019-06-28 2020-06-05
2. NETFLIX.COM INC     2020-06-05
2. NVIDIA CORP   2019-05-21 2020-06-05
3. POOL CORPORATION   2019-08-07 2020-06-05
651.944 JAMES ALPHA GL REAL EST-I     2020-06-17
4. ACTIVISION BLIZZARD INC   2018-11-26 2020-06-26
1. ACTIVISION BLIZZARD INC   2020-04-03 2020-06-26
4. BOEING CO   2019-01-02 2020-06-26
1. BOEING CO   2019-09-26 2020-06-26
49. COCA COLA CO     2020-06-26
20. COCA COLA CO     2020-06-26
1. TRANSDIGM GROUP INC   2018-11-26 2020-06-26
2. DEXCOM INC     2020-07-15
3. TRACTOR SUPPLY CO COM     2020-07-15
9. JAZZ PHARMACEUTICALS PLC   2017-08-25 2020-07-15
6. JAZZ PHARMACEUTICALS PLC     2020-07-15
1. AMAZON COM INC COM   2019-09-26 2020-09-25
8. APPLE INC     2020-09-25
3. APPLE INC   2019-08-07 2020-09-25
1. BOOKING HOLDINGS INC   2018-04-19 2020-09-25
1. CHIPOTLE MEXICAN GRILL INC   2020-03-06 2020-09-25
2. FACEBOOK INC   2019-08-07 2020-09-25
2. FIDELITY NATL INFORMATION SVCS INC   2019-08-07 2020-09-25
1. HOME DEPOT INC   2020-04-03 2020-09-25
54. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-25
52. ISHARES CORE U.S. AGGREGATE ETF   2020-05-12 2020-09-25
35. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-09-25
2. MICROSOFT CORP   2020-04-03 2020-09-25
3. MICROSOFT CORP   2019-08-07 2020-09-25
1. NETFLIX.COM INC   2019-09-30 2020-09-25
1. NVIDIA CORP   2019-05-21 2020-09-25
1. S&P GLOBAL INC   2019-08-07 2020-09-25
76.305 TCW EMRG MKTS INCM-I 4721   2018-07-12 2020-09-25
261. VANGUARD INTERMEDIATE TERM B     2020-09-25
32. VANGUARD INTERMEDIATE TERM B   2020-05-12 2020-09-25
12. VANGUARD FTSE DEVELOPED ETF   2017-08-25 2020-09-25
8. APPLE INC   2019-08-07 2020-10-26
12. CONCHO RESOURCES INC     2020-10-26
11. CONCHO RESOURCES INC   2020-03-06 2020-10-26
1. DANAHER CORP   2020-04-03 2020-10-26
3. DANAHER CORP   2019-08-07 2020-10-26
2. NVIDIA CORP   2019-05-21 2020-10-26
2. ALIGN TECHNOLOGY INC   2020-06-05 2020-12-09
5. APPLE INC   2019-08-07 2020-12-09
2. ARISTA NETWORKS INC     2020-12-09
1. BROADCOM INC   2019-08-07 2020-12-09
1. CANADIAN PAC RY LTD   2019-09-30 2020-12-09
5. CENTENE CORP DEL   2019-05-21 2020-12-09
2. CONSTELLATION BRANDS INC   2017-08-25 2020-12-09
2. DANAHER CORP   2018-11-15 2020-12-09
447.708 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-24 2020-12-09
2. FLEETCOR TECHNOLOGIES INC   2020-06-26 2020-12-09
4. FORTUNE BRANDS HOME & SECURITY   2017-08-25 2020-12-09
2. INTERCONTINENTAL EXCHANGE INC   2019-08-07 2020-12-09
2. INTERCONTINENTAL EXCHANGE INC   2020-04-03 2020-12-09
389. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-12-09
1. LULULEMON ATHLETICA INC   2019-06-28 2020-12-09
2. MICROSOFT CORP   2019-08-07 2020-12-09
5. MORGAN STANLEY     2020-12-09
1. PALO ALTO NETWORKS INC   2019-09-26 2020-12-09
1. POOL CORPORATION   2018-05-09 2020-12-09
2. SALESFORCE COM INC   2019-08-07 2020-12-09
31. VANGUARD FTSE DEVELOPED ETF   2017-08-25 2020-12-09
49. VANGUARD MIDCAP VIPER   2020-02-12 2020-12-09
2. VISA INC-CLASS A SHRS   2020-03-06 2020-12-09
1. VISA INC-CLASS A SHRS   2019-08-07 2020-12-09
3. XPO LOGISTICS INC   2019-09-26 2020-12-09
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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    
(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 307   253 54
b 305   407 -102
c 532   344 188
d 1,929   960 969
e 467   505 -38
347   436 -89
723   717 6
645   468 177
540   446 94
323   316 7
712   650 62
818   699 119
494   284 210
1,038   833 205
741   664 77
291   249 42
966   869 97
661   640 21
5,623   4,444 1,179
489   449 40
1,176   1,100 76
5,453   4,657 796
341   319 22
427   414 13
9,396   10,340 -944
561   570 -9
423   355 68
2,040   1,480 560
232   232  
116   133 -17
754   605 149
377   340 37
540   301 239
330   276 54
487   463 24
4,600   4,486 114
591   487 104
4,935   3,981 954
759   629 130
293   314 -21
645   505 140
5,021   4,892 129
2,753   2,672 81
1,194   1,171 23
494   356 138
822   688 134
465   293 172
424   374 50
288   293 -5
321   347 -26
226   151 75
453   410 43
1,501   1,764 -263
400   464 -64
728   532 196
1,020   1,784 -764
471   651 -180
406   505 -99
1,102   1,236 -134
15,848   15,749 99
2,482   3,262 -780
596   699 -103
12,914   12,089 825
2,316   2,211 105
9,848   13,166 -3,318
7,461   9,973 -2,512
753   913 -160
225   184 41
1,407   1,164 243
955   728 227
265   294 -29
276   267 9
230   223 7
337   316 21
274   318 -44
112   256 -144
162   136 26
419   269 150
197   196 1
639   546 93
129   132 -3
107   124 -17
188   180 8
1,657   1,357 300
11,393   10,627 766
11,040   13,357 -2,317
9,627   11,496 -1,869
2,925   2,474 451
247   185 62
1,120   930 190
120   157 -37
325   254 71
181   197 -16
219   209 10
227   192 35
13,457   14,656 -1,199
358   305 53
165   229 -64
219   209 10
224   207 17
551   550 1
188   162 26
230   293 -63
1,281   721 560
835   633 202
717   311 406
776   576 200
10,568   11,914 -1,346
304   203 101
76   61 15
680   1,287 -607
170   387 -217
2,145   2,230 -85
876   975 -99
418   325 93
826   415 411
417   293 124
984   1,319 -335
656   739 -83
3,055   1,763 1,292
868   462 406
325   146 179
1,635   2,176 -541
1,224   724 500
498   364 134
286   263 23
264   180 84
732   642 90
6,140   6,055 85
1,779   1,812 -33
407   310 97
610   400 210
474   266 208
499   155 344
345   243 102
608   611 -3
24,361   21,354 3,007
2,987   2,910 77
479   509 -30
913   391 522
525   1,141 -616
482   661 -179
235   136 99
705   409 296
1,049   311 738
1,028   570 458
623   244 379
567   483 84
420   267 153
337   223 114
326   286 40
424   397 27
447   200 247
4,889   4,804 85
539   485 54
335   249 86
220   180 40
220   163 57
5,669   4,628 1,041
375   180 195
430   267 163
323   292 31
307   209 98
338   147 191
456   282 174
1,443   1,316 127
9,991   9,073 918
427   367 60
213   171 42
365   216 149
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
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       54
b       -102
c       188
d       969
e       -38
      -89
      6
      177
      94
      7
      62
      119
      210
      205
      77
      42
      97
      21
      1,179
      40
      76
      796
      22
      13
      -944
      -9
      68
      560
       
      -17
      149
      37
      239
      54
      24
      114
      104
      954
      130
      -21
      140
      129
      81
      23
      138
      134
      172
      50
      -5
      -26
      75
      43
      -263
      -64
      196
      -764
      -180
      -99
      -134
      99
      -780
      -103
      825
      105
      -3,318
      -2,512
      -160
      41
      243
      227
      -29
      9
      7
      21
      -44
      -144
      26
      150
      1
      93
      -3
      -17
      8
      300
      766
      -2,317
      -1,869
      451
      62
      190
      -37
      71
      -16
      10
      35
      -1,199
      53
      -64
      10
      17
      1
      26
      -63
      560
      202
      406
      200
      -1,346
      101
      15
      -607
      -217
      -85
      -99
      93
      411
      124
      -335
      -83
      1,292
      406
      179
      -541
      500
      134
      23
      84
      90
      85
      -33
      97
      210
      208
      344
      102
      -3
      3,007
      77
      -30
      522
      -616
      -179
      99
      296
      738
      458
      379
      84
      153
      114
      40
      27
      247
      85
      54
      86
      40
      57
      1,041
      195
      163
      31
      98
      191
      174
      127
      918
      60
      42
      149
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 8,029
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................................ 1 151
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........................... 3 151
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- ..... 5 151
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 72
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 72
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 79
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)
    bulletIA
    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     		8,626    
    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
    506,851
    b
    Average of monthly cash balances.......................
    1b
    23,740
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    530,591
    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
    530,591
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,959
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    522,632
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,132
    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
    26,132
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    151
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    151
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,981
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    25,981
    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
    25,981
    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
    25,313
    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
    25,313
    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
    25,313
    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 25,981
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 22,958
    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$ 25,313
    a Applied to 2019, but not more than line 2a 22,958
    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..... 2,355
    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 ..........     		23,626
    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
    MASSACHUSETTS INSTITUTE OF TECHNOLO
    OFFICE OF THE PLANNED GIVING
    CAMBRIDGE,MA012394822     		NONE PC GENERAL OPERAING 23,500
    Total .................................bullet 3a 23,500
    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 10,922  
    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 8,029  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 180  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   19,131  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19,131
    (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:
    VAN HOE GEORGE CHARITABLE TRUST UA
    EIN:
    42-6602495
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 950     950

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    VAN HOE GEORGE CHARITABLE TRUST UA
    EIN:
    42-6602495
    Name of Stock End of Year Book Value End of Year Fair Market Value
    101137107 BOSTON SCIENTIFIC CO 2,717 3,200
    64110L106 NETFLIX INC 994 3,244
    09857L108 BOOKING HOLDINGS INC 1,994 2,227
    G66721104 NORWEGIAN CRUISE LIN 2,792 1,551
    169656105 CHIPOTLE MEXICAN GRI 724 1,387
    437076102 HOME DEPOT INC 1,656 2,922
    69354M108 PRA HEALTH SCIENCES 1,708 2,383
    21036P108 CONSTELLATION BRANDS 1,917 2,191
    78409V104 S&P GLOBAL INC 1,503 2,959
    235851102 DANAHER CORP 1,168 3,110
    87918A105 TELADOC HEALTH INC 2,141 2,000
    983793100 XPO LOGISTICS INC 1,350 2,622
    252131107 DEXCOM INC 1,771 3,697
    697435105 PALO ALTO NETWORKS I 1,653 3,909
    892356106 TRACTOR SUPPLY CO CO 1,338 3,093
    81762P102 SERVICENOW INC 1,898 3,303
    30303M102 FACEBOOK INC 5,130 8,468
    037833100 APPLE INC 5,111 15,923
    278865100 ECOLAB INC 1,246 1,947
    15135B101 CENTENE CORP DEL 2,215 2,821
    339041105 FLEETCOR TECHNOLOGIE 2,176 2,455
    550021109 LULULEMON ATHLETICA 1,075 2,088
    31620M106 FIDELITY NATL INFORM 1,664 2,829
    73278L105 POOL CORPORATION 1,174 2,980
    45866F104 INTERCONTINENTAL EXC 1,903 3,228
    G1151C101 ACCENTURE PLC 2,075 3,918
    532457108 ELI LILLY & CO COM 3,431 3,714
    79466L302 SALESFORCE COM INC 2,434 5,118
    00507V109 ACTIVISION BLIZZARD 1,509 2,878
    02079K107 ALPHABET INC CL C 5,505 10,511
    34964C106 FORTUNE BRANDS HOME 1,665 2,486
    040413106 ARISTA NETWORKS INC 2,638 3,487
    016255101 ALIGN TECHNOLOGY INC 1,043 3,206
    893641100 TRANSDIGM GROUP INC 1,094 2,475
    594918104 MICROSOFT CORP 4,601 13,123
    98936J101 ZENDESK INC 1,978 3,149
    92532F100 VERTEX PHARMACEUTICA 1,901 2,600
    896239100 TRIMBLE INC 2,411 3,472
    67066G104 NVIDIA CORP 1,355 4,700
    11135F101 BROADCOM INC 2,331 4,379
    023135106 AMAZON COM INC COM 3,788 13,028
    90384S303 ULTA BEAUTY INC 1,494 2,010
    92826C839 VISA INC-CLASS A SHR 2,879 5,468
    617446448 MORGAN STANLEY 2,706 3,838
    518439104 ESTEE LAUDER COMPANI 1,217 2,928
    13645T100 CANADIAN PAC RY LTD 1,774 2,774

    TY 2020 InvestmentsOtherSchedule2
    Name:
    VAN HOE GEORGE CHARITABLE TRUST UA
    EIN:
    42-6602495
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    922042858 VANGUARD EMERGING MA      
    252131107 DEXCOM INC      
    45866F104 INTERCONTINENTALEXCH      
    277923264 EATON VANCE GLOB MAC      
    893641100 TRANSDIGM GROUP INC      
    921937819 VANGUARD INTERMEDIAT      
    015351109 ALEXION PHARMACEUTIC      
    11135F101 BROADCOM INC      
    69354M108 PRA HEALTH SCIENCES      
    67066G104 NVIDIA CORP      
    464287655 ISHARES RUSSELL 2000 AT COST 17,603 23,919
    G1151C101 ACCENTURE PLC      
    34964C106 FORTUNE BRANDS HOME      
    30303M102 FACEBOOK INC      
    697435105 PALO ALTO NETWORKS I      
    G66721104 NORWEGIAN CRUISE LIN      
    90384S303 ULTA SALON COSMETICS      
    92826C839 VISA INC-CLASS A SHR      
    00507V109 ACTIVISION BLIZZARD      
    437076102 HOME DEPOT INC      
    617446448 MORGAN STANLEY      
    464287705 ISHARES S&P MIDCAP 4      
    15135B101 CENTENE CORP DEL      
    02079K107 ALPHABET INC/CA      
    20605P101 CONCHO RESOURCES INC      
    023135106 AMAZON COM INC      
    779919307 T ROWE PR REAL ESTAT      
    46434G103 ISHARES CORE MSCI EM AT COST 39,869 46,840
    921943858 VANGUARD FTSE DEVELO AT COST 20,975 23,463
    037833100 APPLE COMPUTER INC C      
    101137107 BOSTON SCIENTIFIC CO      
    09857L108 BOOKING HOLDINGS INC      
    983793100 XPO LOGISTICS INC      
    518439104 ESTEE LAUDER COMPANI      
    21036P108 CONSTELLATION BRANDS      
    79466L302 SALESFORCE COM INC      
    235851102 DANAHER CORP      
    278865100 ECOLAB INC      
    G50871105 JAZZ PHARMACEUTICALS      
    73278L105 POOL CORPORATION      
    921937827 VANGUARD BD INDEX FD      
    78463X863 SPDR DJ WILSHIRE INT      
    892356106 TRACTOR SUPPLY CO CO      
    040413106 ARISTA NETWORKS INC      
    016255101 ALIGN TECHNOLOGY INC      
    46090F100 INVESCO OPTIMUM YIEL AT COST 9,370 12,071
    47803M168 JOHN HANCOCK II-CURR      
    596278101 MIDDLEBY CORP      
    594918104 MICROSOFT CORP      
    92532F100 VERTEX PHARMACEUTICA      
    191216100 COCA COLA CO      
    464287606 ISHARES S&P MIDCAP 4      
    87234N765 TCW EMRG MKTS INCM-I AT COST 21,581 23,255
    64110L106 NETFLIX.COM INC      
    78409V104 S&P GLOBAL INC      
    550021109 LULULEMON ATHLETICA      
    464287226 ISHARES CORE U.S. AG AT COST 76,531 80,960
    31641Q755 FIDELITY NEW MRKTS I AT COST 11,195 11,694
    74256W626 PRINCIPAL HIGH YIELD      
    097023105 BOEING COMPANY      
    13645T100 CANADIAN PAC RY LTD      
    31620M106 FIDELITY NATL INFORM      
    922908629 VANGUARD MIDCAP VIPE AT COST 69,588 93,253
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 58,982 63,543
    27830W108 EV GL MACR ABS RTRN AT COST 11,107 10,931

    TY 2020 OtherDecreasesSchedule
    Name:
    VAN HOE GEORGE CHARITABLE TRUST UA
    EIN:
    42-6602495
    Description Amount
    PY RETURN OF CAPITAL ADJ 18
    MUTUAL FUND TIMING ADJ 173
    COST BASIS ADJUSTMENT 86


    TY 2020 OtherIncomeSchedule2
    Name:
    VAN HOE GEORGE CHARITABLE TRUST UA
    EIN:
    42-6602495
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 180 0  


    TY 2020 TaxesSchedule
    Name:
    VAN HOE GEORGE CHARITABLE TRUST UA
    EIN:
    42-6602495
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 74 74   0
    FOREIGN TAXES ON QUALIFIED FOR 36 36   0
    FOREIGN TAXES ON NONQUALIFIED 65 65   0