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
THE LEWIS A AND DONNA M PATTERSON CHAR FDN
 
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

20-7020377
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$1,005,487J 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... 17,585 12,189  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,491
b Gross sales price for all assets on line 6a 467,735
7 Capital gain net income (from Part IV, line 2)... 24,491
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 305    
12 Total. Add lines 1 through 11........ 42,381 36,680  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,390 9,292   3,097
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,067 0 0 1,067
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 256 256   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.......... 13,713 9,548 0 4,164
25 Contributions, gifts, grants paid....... 42,400 42,400
26 Total expenses and disbursements. Add lines 24 and 25 56,113 9,548 0 46,564
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,732
b Net investment income (if negative, enter -0-) 27,132
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 35,676 47,377 47,377
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 attachment156,388 352,113
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).......... 709,324 Click to see attachment527,394 605,997
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) 745,000 731,159 1,005,487
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........ 745,000 731,159
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)..... 745,000 731,159
30 Total liabilities and net assets/fund balances (see instructions). 745,000 731,159
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
745,000
2
Enter amount from Part I, line 27a .....................
2
-13,732
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
46
4
Add lines 1, 2, and 3 ..........................
4
731,314
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
155
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
731,159
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 70. ARTISAN MID CAP FUND-INS 1333   2012-12-13 2020-02-14
b 758.548 JPMORGAN MID CAP VALUE-R6 #2335   2012-12-13 2020-02-14
c 284.011 T ROWE PR REAL ESTATE-I #432   2016-01-25 2020-02-14
d 208. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2017-01-20 2020-02-14
e 8. ALEXION PHARMACEUTICALS INC   2019-02-28 2020-02-21
1. ALPHABET INC CL C   2019-08-09 2020-02-21
1. AMAZON COM INC COM   2019-08-09 2020-02-21
8. APPLE INC   2019-05-14 2020-02-21
3. ARISTA NETWORKS INC   2019-05-23 2020-02-21
2. BOEING CO   2019-02-28 2020-02-21
1. BOOKING HOLDINGS INC   2019-03-25 2020-02-21
15. BOSTON SCIENTIFIC CORP COM   2019-08-09 2020-02-21
3. CANADIAN PAC RY LTD   2019-10-01 2020-02-21
11. CENTENE CORP DEL   2019-12-26 2020-02-21
15. COCA COLA CO   2019-10-30 2020-02-21
4. CONCHO RESOURCES INC   2013-04-11 2020-02-21
3. CONCHO RESOURCES INC   2019-02-28 2020-02-21
3. CONSTELLATION BRANDS INC   2019-08-09 2020-02-21
1. DEXCOM INC   2019-08-09 2020-02-21
2. DEXCOM INC   2018-10-03 2020-02-21
3. ECOLAB INC   2019-08-09 2020-02-21
7. FACEBOOK INC   2019-08-09 2020-02-21
6. FIDELITY NATL INFORMATION SVCS INC   2019-08-09 2020-02-21
11. FORTUNE BRANDS HOME & SECURITY   2013-02-15 2020-02-21
3. HOME DEPOT INC   2019-08-09 2020-02-21
4. ESTEE LAUDER COMPANIES INC   2019-08-09 2020-02-21
2. LULULEMON ATHLETICA INC   2019-12-26 2020-02-21
1. LULULEMON ATHLETICA INC   2019-08-09 2020-02-21
5. MICROSOFT CORP   2018-11-21 2020-02-21
11. MICROSOFT CORP   2019-08-09 2020-02-21
11. MORGAN STANLEY   2017-12-26 2020-02-21
2. NETFLIX.COM INC   2019-02-08 2020-02-21
1. NETFLIX.COM INC   2019-02-28 2020-02-21
4. NVIDIA CORP   2018-11-21 2020-02-21
2. PALO ALTO NETWORKS INC   2019-12-26 2020-02-21
1. PALO ALTO NETWORKS INC   2019-02-28 2020-02-21
3. POOL CORPORATION   2019-08-09 2020-02-21
2. S&P GLOBAL INC   2019-12-24 2020-02-21
1. S&P GLOBAL INC   2019-08-09 2020-02-21
7. SALESFORCE COM INC   2019-02-28 2020-02-21
10. TRACTOR SUPPLY CO COM   2019-08-09 2020-02-21
1. TRANSDIGM GROUP INC   2019-07-20 2020-02-21
5. VISA INC-CLASS A SHRS   2019-08-09 2020-02-21
12. NORWEGIAN CRUISE LINE HOLDING   2019-02-28 2020-02-21
11. ALEXION PHARMACEUTICALS INC   2019-08-09 2020-03-11
22. ALEXION PHARMACEUTICALS INC   2013-02-15 2020-03-11
6. HOME DEPOT INC   2019-05-14 2020-03-11
20. MIDDLEBY CORP   2015-09-21 2020-03-11
17. MIDDLEBY CORP   2019-08-09 2020-03-11
2. NETFLIX.COM INC   2019-08-09 2020-03-11
2. NETFLIX.COM INC   2019-08-09 2020-03-24
23.082 FIDELITY NEW MRKTS INC-Z #3323   2020-02-20 2020-04-03
76. ISHARES CORE MSCI EMERGING ETF   2019-02-26 2020-04-03
25. ISHARES CORE MSCI EMERGING ETF   2020-02-14 2020-04-03
1001.351 NUVEEN INT DURATION BD FD R #1670   2019-08-08 2020-04-03
362.733 NUVEEN INT DURATION BD FD R #1670   2020-02-20 2020-04-03
148.264 PRINCIPAL HIGH YIELD-R6 #4264   2020-02-20 2020-04-03
121.526 T ROWE PR OVERSEAS STOCK-I #521   2020-02-20 2020-04-03
2006.645 T ROWE PR OVERSEAS STOCK-I #521   2019-03-13 2020-04-03
31.617 T ROWE PR OVERSEAS STOCK-I #521   2019-05-14 2020-04-03
656.25 WF EMERGING MARKETS EQ - R6 #4660   2014-01-31 2020-04-03
1625.825 WF INTERMED TAX/AMT-FR-R6 #4809   2019-12-10 2020-04-03
1424.681 WF INTERMED TAX/AMT-FR-R6 #4809   2019-09-30 2020-04-03
384.773 WF INTERMED TAX/AMT-FR-R6 #4809   2016-10-12 2020-04-03
13. ACTIVISION BLIZZARD INC   2018-11-21 2020-05-15
1. ALPHABET INC CL C   2019-02-28 2020-05-15
1. AMAZON COM INC COM   2019-02-28 2020-05-15
5. APPLE INC   2020-04-07 2020-05-15
2. APPLE INC   2019-05-14 2020-05-15
69.017 ARTISAN MID CAP FUND-INS 1333   2012-12-13 2020-05-15
3. CANADIAN PAC RY LTD   2020-04-07 2020-05-15
9. CENTENE CORP DEL   2019-12-26 2020-05-15
1. CHIPOTLE MEXICAN GRILL INC   2020-04-07 2020-05-15
12. COCA COLA CO   2019-10-30 2020-05-15
9. CONCHO RESOURCES INC   2013-04-11 2020-05-15
2. CONSTELLATION BRANDS INC   2019-02-28 2020-05-15
2. CONSTELLATION BRANDS INC   2019-08-09 2020-05-15
4. DANAHER CORP   2019-02-28 2020-05-15
3. DEXCOM INC   2019-02-28 2020-05-15
2. ECOLAB INC   2019-05-14 2020-05-15
1. ECOLAB INC   2019-08-09 2020-05-15
5. FACEBOOK INC   2019-02-28 2020-05-15
4. FIDELITY NATL INFORMATION SVCS INC   2020-04-07 2020-05-15
.781 FIDELITY NATL INFORMATION SVCS INC   2019-08-09 2020-05-15
.219 FIDELITY NATL INFORMATION SVCS INC   2019-02-28 2020-05-15
1. HOME DEPOT INC   2019-05-14 2020-05-15
2. HOME DEPOT INC   2020-04-07 2020-05-15
6. INTERCONTINENTAL EXCHANGE INC   2019-08-09 2020-05-15
4. ISHARES CORE MSCI EMERGING ETF   2019-02-26 2020-05-15
2. ESTEE LAUDER COMPANIES INC   2019-08-09 2020-05-15
1. ESTEE LAUDER COMPANIES INC   2019-05-14 2020-05-15
3. LULULEMON ATHLETICA INC   2020-04-07 2020-05-15
11. MICROSOFT CORP   2020-04-07 2020-05-15
2. NETFLIX.COM INC   2020-04-07 2020-05-15
3. NVIDIA CORP   2020-04-07 2020-05-15
1. PALO ALTO NETWORKS INC   2019-12-26 2020-05-15
2. PALO ALTO NETWORKS INC   2019-08-09 2020-05-15
3. POOL CORPORATION   2020-04-07 2020-05-15
20.443 PRINCIPAL HIGH YIELD-R6 #4264   2020-02-20 2020-05-15
2381.155 PRINCIPAL HIGH YIELD-R6 #4264   2019-10-11 2020-05-15
2. S&P GLOBAL INC   2020-04-07 2020-05-15
1. TRACTOR SUPPLY CO COM   2019-02-28 2020-05-15
4. TRACTOR SUPPLY CO COM   2019-08-09 2020-05-15
18. VANGUARD MIDCAP VIPER   2020-02-14 2020-05-15
2. VERTEX PHARMACEUTICALS INC COM   2018-09-12 2020-05-15
3. VISA INC-CLASS A SHRS   2019-08-09 2020-05-15
18.332 WF SPECIAL SM CAP VAL - R6 #4667   2019-08-08 2020-05-15
195.058 WF SPECIAL SM CAP VAL - R6 #4667   2020-02-20 2020-05-15
611.12 WF SPECIAL SM CAP VAL - R6 #4667   2012-12-13 2020-05-15
374.685 WFA SMALL COMPANY GROWTH-R6 4666   2013-02-19 2020-05-15
102.49 WFA SMALL COMPANY GROWTH-R6 4666   2020-02-20 2020-05-15
16.129 WFA SMALL COMPANY GROWTH-R6 4666   2019-08-08 2020-05-15
6. LULULEMON ATHLETICA INC   2019-06-28 2020-06-04
2. NETFLIX.COM INC   2017-06-05 2020-06-04
1. NETFLIX.COM INC   2020-04-07 2020-06-04
2. NVIDIA CORP   2019-02-28 2020-06-04
1. NVIDIA CORP   2020-04-07 2020-06-04
4. POOL CORPORATION   2019-02-28 2020-06-04
1. TRANSDIGM GROUP INC   2019-07-20 2020-06-04
893. ISHARES GLOBAL REIT ETF   2020-02-14 2020-06-25
9. ACTIVISION BLIZZARD INC   2018-11-21 2020-06-26
7. BOEING CO   2018-12-24 2020-06-26
2. BOEING CO   2019-08-09 2020-06-26
92. COCA COLA CO   2018-07-18 2020-06-26
13. COCA COLA CO   2019-08-09 2020-06-26
15. COCA COLA CO   2020-04-07 2020-06-26
1. TRANSDIGM GROUP INC   2018-11-21 2020-06-26
1. TRANSDIGM GROUP INC   2019-10-01 2020-06-26
3. DEXCOM INC   2019-02-28 2020-07-13
2. NETFLIX.COM INC   2017-06-05 2020-07-13
1. SALESFORCE COM INC   2019-05-14 2020-07-13
2. SALESFORCE COM INC   2019-10-30 2020-07-13
5. TRACTOR SUPPLY CO COM   2019-02-28 2020-07-13
3. ACCENTURE PLC   2019-08-09 2020-07-13
21. JAZZ PHARMACEUTICALS PLC   2013-06-13 2020-07-13
7. JAZZ PHARMACEUTICALS PLC   2019-08-09 2020-07-13
74.615 ARTISAN MID CAP FUND-INS 1333   2012-12-13 2020-09-21
254. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-21
83. ISHARES CORE MSCI EMERGING ETF   2019-02-26 2020-09-21
314.466 NUVEEN INT DURATION BD FD R #1670   2019-08-08 2020-09-21
373.834 PGIM HIGH YIELD-Q 1067   2020-05-21 2020-09-21
282.325 T ROWE PR OVERSEAS STOCK-I #521   2017-04-27 2020-09-21
182.604 TCW EMRG MKTS INCM-I 4721   2020-02-20 2020-09-21
33.158 TCW EMRG MKTS INCM-I 4721   2018-07-18 2020-09-21
89.356 TOUCHSTONE MID CAP-INST #353   2020-02-20 2020-09-21
30. VANGUARD MIDCAP VIPER   2019-10-21 2020-09-21
681.206 WF INTERMED TAX/AMT-FR-R6 #4809   2016-10-12 2020-09-21
130.64 WF INTERMED TAX/AMT-FR-R6 #4809   2020-05-21 2020-09-21
2315. NUVEEN INT DURATION BD FD R #1670   2019-08-08 2020-10-15
88. VANGUARD MIDCAP VIPER   2020-06-25 2020-10-15
209. VANGUARD MIDCAP VIPER   2019-10-21 2020-10-15
1941.795 WF INTERMED TAX/AMT-FR-R6 #4809   2019-05-14 2020-10-15
859.205 WF INTERMED TAX/AMT-FR-R6 #4809   2020-05-21 2020-10-15
9. APPLE INC   2019-02-28 2020-10-22
2. BROADCOM INC   2019-08-09 2020-10-22
24. CONCHO RESOURCES INC   2013-04-30 2020-10-22
18. CONCHO RESOURCES INC   2020-02-21 2020-10-22
6. DANAHER CORP   2019-08-09 2020-10-22
3. FACEBOOK INC   2019-10-01 2020-10-22
3. NVIDIA CORP   2019-08-09 2020-10-22
3. ALIGN TECHNOLOGY INC   2019-08-09 2020-12-08
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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 3,052   2,815 237
b 30,463   21,589 8,874
c 7,697   7,371 326
d 8,203   7,575 628
e 821   1,095 -274
1,483   1,194 289
2,096   1,813 283
2,496   1,606 890
667   760 -93
663   784 -121
1,930   1,754 176
638   650 -12
799   663 136
722   696 26
900   810 90
317   361 -44
237   330 -93
621   588 33
290   156 134
579   253 326
622   618 4
1,470   1,321 149
926   822 104
779   396 383
735   633 102
839   736 103
510   462 48
255   183 72
891   520 371
1,960   1,520 440
575   576 -1
760   698 62
380   359 21
1,174   580 594
483   466 17
241   247 -6
690   600 90
585   546 39
292   257 35
1,320   1,134 186
996   1,083 -87
628   516 112
1,039   898 141
565   669 -104
910   1,203 -293
1,820   2,244 -424
1,270   1,191 79
1,737   2,290 -553
1,476   1,923 -447
696   619 77
713   619 94
293   354 -61
2,994   3,957 -963
985   1,328 -343
9,122   9,563 -441
3,305   3,504 -199
904   1,066 -162
980   1,338 -358
16,174   20,448 -4,274
255   318 -63
13,703   12,276 1,427
18,486   19,174 -688
16,199   16,740 -541
4,375   4,506 -131
955   664 291
1,368   1,122 246
2,396   1,642 754
1,530   1,311 219
612   378 234
2,976   2,775 201
660   668 -8
615   569 46
962   698 264
529   648 -119
494   812 -318
317   339 -22
317   392 -75
648   509 139
1,248   424 824
384   359 25
192   206 -14
1,047   807 240
525   487 38
102   107 -5
29   23 6
241   192 49
483   388 95
559   558 1
172   208 -36
340   368 -28
170   167 3
734   591 143
1,983   1,827 156
894   748 146
987   780 207
223   233 -10
446   430 16
671   588 83
132   147 -15
15,335   16,906 -1,571
604   519 85
111   96 15
443   433 10
2,632   3,343 -711
574   356 218
545   539 6
448   609 -161
4,765   4,509 256
14,930   17,044 -2,114
17,071   14,640 2,431
4,669   3,894 775
735   875 -140
1,909   1,088 821
838   330 508
419   374 45
704   299 405
352   260 92
1,055   638 417
487   516 -29
18,344   22,928 -4,584
683   451 232
1,197   2,220 -1,023
342   676 -334
4,034   4,178 -144
570   698 -128
658   708 -50
420   317 103
420   493 -73
1,309   424 885
1,138   330 808
198   158 40
395   315 80
695   478 217
662   577 85
2,244   1,855 389
748   962 -214
3,912   3,000 912
3,457   3,022 435
4,362   4,322 40
3,000   3,003 -3
1,985   1,873 112
2,956   2,839 117
1,470   1,585 -115
267   266 1
3,432   3,759 -327
5,129   5,554 -425
8,059   7,977 82
1,545   1,518 27
21,993   22,108 -115
16,375   14,088 2,287
38,891   32,733 6,158
22,874   22,525 349
10,121   9,984 137
1,037   407 630
739   555 184
1,099   1,627 -528
824   854 -30
1,400   844 556
833   531 302
1,600   463 1,137
1,534   555 979
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
      3,360
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       237
b       8,874
c       326
d       628
e       -274
      289
      283
      890
      -93
      -121
      176
      -12
      136
      26
      90
      -44
      -93
      33
      134
      326
      4
      149
      104
      383
      102
      103
      48
      72
      371
      440
      -1
      62
      21
      594
      17
      -6
      90
      39
      35
      186
      -87
      112
      141
      -104
      -293
      -424
      79
      -553
      -447
      77
      94
      -61
      -963
      -343
      -441
      -199
      -162
      -358
      -4,274
      -63
      1,427
      -688
      -541
      -131
      291
      246
      754
      219
      234
      201
      -8
      46
      264
      -119
      -318
      -22
      -75
      139
      824
      25
      -14
      240
      38
      -5
      6
      49
      95
      1
      -36
      -28
      3
      143
      156
      146
      207
      -10
      16
      83
      -15
      -1,571
      85
      15
      10
      -711
      218
      6
      -161
      256
      -2,114
      2,431
      775
      -140
      821
      508
      45
      405
      92
      417
      -29
      -4,584
      232
      -1,023
      -334
      -144
      -128
      -50
      103
      -73
      885
      808
      40
      80
      217
      85
      389
      -214
      912
      435
      40
      -3
      112
      117
      -115
      1
      -327
      -425
      82
      27
      -115
      2,287
      6,158
      349
      137
      630
      184
      -528
      -30
      556
      302
      1,137
      979
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 24,491
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................................ 1 377
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........................... 3 377
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- ..... 5 377
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 192
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.............. 7 192
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 9 185
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK N A TRUSTEE
    1     		12,390    
    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
    861,941
    b
    Average of monthly cash balances.......................
    1b
    36,569
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    898,510
    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
    898,510
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,478
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    885,032
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    44,252
    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
    44,252
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    377
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    377
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    43,875
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    43,875
    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
    43,875
    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
    46,564
    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
    46,564
    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
    46,564
    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 43,875
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 26,198
    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$ 46,564
    a Applied to 2019, but not more than line 2a 26,198
    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..... 20,366
    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 ..........     		23,509
    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:
    WWW WELLSFARGO COMPRIVATEFOUNDATIO
    1 WEST 4TH STREET
    WINSTON SALEM,NC27101
    (888) 234-1999
    WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/PATTERS
    bThe form in which applications should be submitted and information and materials they should include:
    WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/PATTERSON
    cAny submission deadlines:
    APRIL 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO PROGRAM LIMITATIONS, PRIMARILY SUPPORTS THE WESTERN PA COUNTIES
    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
    PITTSBURGH PUBLIC THEATER CORP
    621 PENN AVENUE
    PITTSBURGH,PA15222     		NONE PC GENERAL OPERATING 3,000
    WESTMORELAND COUNTY FOOD BANK
    100 DEVONSHIRE DRIVE
    DELMONT,PA15626     		NONE PC GENERAL OPERATING 500
    EYE & EAR FOUNDATION INC
    200 LOTHROP ST NO 251
    PITTSBURGH,PA15213     		NONE PC GENERAL OPERATING 5,000
    PHIPPS CONSERVATORY AND BOTANICAL GARDEN
    ONE SCHENLEY PARK
    PITTSBURGH,PA15213     		NONE PC GENERAL OPERATING 20,000
    NATIONAL AVIARY
    700 ARCH STREET ALLEGHENY COMMONS W
    PITTSBURGH,PA15212     		NA PC GENERAL SUPPORT 3,000
    CLEAR THOUGHTS FOUNDATION
    3000 VILLAGE RUN RD STE 103
    WEXFORD,PA15090     		NONE PC GENERAL OPERATING 1,500
    FRIENDS OF UTAH AVALANCHE FORECAST CENTE
    PO BOX 521353
    SALT LAKE CITY,UT841521353     		NONE PC GENERAL OPERATING 2,000
    PITTSBURGH SYMPHONY INC
    600 PENN AVENUE
    Pittsburgh,PA15222     		NONE PC GENERAL OPERATING 3,000
    MAKE-A-WISH GREATER PENNSYLVANIA
    AND WEST VIRGINIA
    PITTSBURGH,PA15219     		NONE PC GENERAL OPERATING 4,400
    Total .................................bullet 3a 42,400
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 17,585  
    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 24,491  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 305  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   42,381  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    42,381
    (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:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,067     1,067

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    92532F100 VERTEX PHARMACEUTICA 2,903 4,018
    550021109 LULULEMON ATHLETICA 2,158 4,176
    78409V104 S&P GLOBAL INC 1,948 5,260
    64110L106 NETFLIX INC 2,056 5,407
    15135B101 CENTENE CORP DEL 3,898 5,283
    339041105 FLEETCOR TECHNOLOGIE 4,194 4,638
    21036P108 CONSTELLATION BRANDS 2,709 4,162
    983793100 XPO LOGISTICS INC 2,539 5,364
    040413106 ARISTA NETWORKS INC 5,324 6,974
    87918A105 TELADOC HEALTH INC 4,343 3,799
    67066G104 NVIDIA CORP 2,478 8,877
    617446448 MORGAN STANLEY 5,037 7,401
    79466L302 SALESFORCE COM INC 4,129 9,791
    896239100 TRIMBLE INC 4,611 6,744
    G1151C101 ACCENTURE PLC 2,994 6,791
    023135106 AMAZON COM INC COM 6,903 26,055
    252131107 DEXCOM INC 4,242 7,025
    G66721104 NORWEGIAN CRUISE LIN 3,734 2,645
    037833100 APPLE INC 3,581 30,651
    697435105 PALO ALTO NETWORKS I 3,319 7,108
    437076102 HOME DEPOT INC 977 5,047
    98936J101 ZENDESK INC 3,915 6,154
    11135F101 BROADCOM INC 4,172 8,319
    278865100 ECOLAB INC 1,754 3,462
    00507V109 ACTIVISION BLIZZARD 2,654 5,014
    09857L108 BOOKING HOLDINGS INC 3,776 6,682
    92826C839 VISA INC-CLASS A SHR 4,502 10,718
    532457108 ELI LILLY & CO COM 6,473 6,922
    13645T100 CANADIAN PAC RY LTD 3,316 5,200
    69354M108 PRA HEALTH SCIENCES 3,137 4,265
    893641100 TRANSDIGM GROUP INC 1,417 4,332
    016255101 ALIGN TECHNOLOGY INC 1,503 5,878
    31620M106 FIDELITY NATL INFORM 2,542 5,093
    235851102 DANAHER CORP 1,526 5,998
    101137107 BOSTON SCIENTIFIC CO 4,158 5,680
    518439104 ESTEE LAUDER COMPANI 2,241 5,856
    34964C106 FORTUNE BRANDS HOME 2,246 4,715
    81762P102 SERVICENOW INC 3,476 6,055
    90384S303 ULTA BEAUTY INC 2,847 3,446
    45866F104 INTERCONTINENTAL EXC 2,716 5,995
    892356106 TRACTOR SUPPLY CO CO 2,255 5,342
    594918104 MICROSOFT CORP 6,985 25,356
    02079K107 ALPHABET INC CL C 5,851 19,271
    30303M102 FACEBOOK INC 4,558 15,024
    169656105 CHIPOTLE MEXICAN GRI 1,896 4,160
    73278L105 POOL CORPORATION 2,395 5,960

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    02079K107 ALPHABET INC/CA      
    983793100 XPO LOGISTICS INC      
    697435105 PALO ALTO NETWORKS I      
    594918104 MICROSOFT CORP      
    892356106 TRACTOR SUPPLY CO CO      
    92826C839 VISA INC-CLASS A SHR      
    G1151C101 ACCENTURE PLC      
    G66721104 NORWEGIAN CRUISE LIN      
    04314H600 ARTISAN MID CAP FUND AT COST 20,227 28,537
    77956H435 T ROWE PR OVERSEAS S AT COST 55,077 64,086
    023135106 AMAZON COM INC      
    518439104 ESTEE LAUDER COMPANI      
    79466L302 SALESFORCE COM INC      
    893641100 TRANSDIGM GROUP INC      
    G50871105 JAZZ PHARMACEUTICALS      
    617446448 MORGAN STANLEY      
    015351109 ALEXION PHARMACEUTIC      
    15135B101 CENTENE CORP DEL      
    596278101 MIDDLEBY CORP      
    30303M102 FACEBOOK INC      
    45866F104 INTERCONTINENTALEXCH      
    235851102 DANAHER CORP      
    21036P108 CONSTELLATION BRANDS      
    20605P101 CONCHO RESOURCES INC      
    90384S303 ULTA SALON COSMETICS      
    779919307 T ROWE PR REAL ESTAT      
    101137107 BOSTON SCIENTIFIC CO      
    278865100 ECOLAB INC      
    016255101 ALIGN TECHNOLOGY INC      
    78409V104 S&P GLOBAL INC      
    67065Q400 NUVEEN INT DURATION AT COST 59,470 60,469
    339128100 JP MORGAN MID CAP VA      
    78463X863 SPDR DJ WILSHIRE INT      
    037833100 APPLE COMPUTER INC C      
    64110L106 NETFLIX.COM INC      
    34964C106 FORTUNE BRANDS HOME      
    437076102 HOME DEPOT INC      
    040413106 ARISTA NETWORKS INC      
    94988V399 WF INTERMED TAX/AMT- AT COST 89,380 93,199
    73278L105 POOL CORPORATION      
    097023105 BOEING COMPANY      
    94988A676 WFA SMALL COMPANY GR      
    252131107 DEXCOM INC      
    191216100 COCA COLA CO      
    00507V109 ACTIVISION BLIZZARD      
    67066G104 NVIDIA CORP      
    09857L108 BOOKING HOLDINGS INC      
    94988A668 WF SPECIAL SM CAP VA      
    87234N765 TCW EMRG MKTS INCM-I AT COST 45,054 47,993
    92532F100 VERTEX PHARMACEUTICA      
    11135F101 BROADCOM INC      
    69354M108 PRA HEALTH SCIENCES      
    94987W539 WF EMERGING MARKETS      
    74256W626 PRINCIPAL HIGH YIELD      
    550021109 LULULEMON ATHLETICA      
    13645T100 CANADIAN PAC RY LTD      
    922908629 VANGUARD MIDCAP VIPE AT COST 26,812 44,456
    31641Q755 FIDELITY NEW MRKTS I AT COST 17,411 18,619
    31620M106 FIDELITY NATL INFORM      
    46434G103 ISHARES CORE MSCI EM AT COST 38,723 47,709
    89155T649 TOUCHSTONE MID CAP-I AT COST 36,768 40,529
    46090F100 INVESCO OPTIMUM YIEL AT COST 22,715 29,177
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 79,289 84,483
    89609H704 TRIBUTARY SMALL CO-I AT COST 36,468 46,740

    TY 2020 OtherDecreasesSchedule
    Name:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Description Amount
    PY RETURN OF CAPITAL ADJ 25
    MUTUAL FUND TIMING ADJ 130


    TY 2020 OtherIncomeSchedule2
    Name:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 305 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Description Amount
    COST BASIS ADJUSTMENT 46


    TY 2020 TaxesSchedule
    Name:
    THE LEWIS A AND DONNA M PATTERSON CHAR FDN
    EIN:
    20-7020377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 194 194   0
    FOREIGN TAXES ON NONQUALIFIED 62 62   0