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
PLATEAU NATIVE AMERICAN FDN-MAIN
 
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

87-6240442
B Telephone number (see instructions)

(888) 730-4933
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,432,905J 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... 46,385 46,254  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,664
b Gross sales price for all assets on line 6a 2,035,022
7 Capital gain net income (from Part IV, line 2)... 89,664
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 136,049 135,918  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,776 36,698   4,078
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 1,988 0 0 1,988
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,315 606   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 16 16    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,095 37,320 0 6,066
25 Contributions, gifts, grants paid....... 130,800 130,800
26 Total expenses and disbursements. Add lines 24 and 25 175,895 37,320 0 136,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,846
b Net investment income (if negative, enter -0-) 98,598
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............. 446 2,599 2,599
2 Savings and temporary cash investments......... 127,998 163,113 163,113
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 attachment855,821 1,396,151
c Investments—corporate bonds (attach schedule).......   Click to see attachment476,727 506,149
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,311,388 Click to see attachment904,224 1,364,893
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,439,832 2,402,484 3,432,905
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,439,832 2,402,484
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,439,832 2,402,484
30 Total liabilities and net assets/fund balances (see instructions). 2,439,832 2,402,484
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,439,832
2
Enter amount from Part I, line 27a .....................
2
-39,846
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,354
4
Add lines 1, 2, and 3 ..........................
4
2,403,340
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
856
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,402,484
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 20. LAM RESEARCH CORP COM   2018-08-16 2020-02-03
b 110. ZOETIS INC   2017-04-28 2020-02-03
c 1878.672 T ROWE PR REAL ESTATE-I #432     2020-02-20
d 15000. HALLIBURTON COMPANY 3.500% 8/01/23     2020-03-03
e 10000. VR BANK OF AMERICA 3.559% 4/23/27   2019-04-22 2020-03-04
75. HOME DEPOT INC   2017-04-06 2020-03-04
25000. US TREASURY NOTE 2.625% 8/15/20   2013-02-20 2020-03-04
30. EATON CORP PLC   2018-11-21 2020-03-04
210. EATON CORP PLC     2020-03-16
115. PNC FINANCIAL SERVICES GROUP     2020-04-07
3344.482 AQR MANAGED FUTURES STR-I 15213   2018-08-30 2020-04-21
1442.308 BLACKROCK GL L/S CREDIT-K #1940   2018-08-30 2020-04-21
997.161 COHEN & STEERS INSTL RLTY SHRS 1263   2020-02-20 2020-04-21
1026.694 EATON VANCE GLOB MACRO ADV-I 208   2019-05-08 2020-04-21
4714.255 PARAMETRIC EMRG MKTS FD-I 83   2017-01-03 2020-04-21
3050. INVESCO OPTIMUM YIELD DIVERS   2018-11-21 2020-04-21
3029. INVESCO OPTIMUM YIELD DIVERS   2019-05-08 2020-04-21
1100. ISHARES RUSSELL MID-CAP VALUE     2020-04-21
500. ISHARES CORE MSCI EMERGING ETF   2018-11-21 2020-04-21
5548.91 ALPHA SIMPLX GLOBAL ALTV-Y 1993     2020-04-21
1665. SPDR DJ WILSHIRE INTERNATIONAL R ETF     2020-04-21
1259.555 TWEEDY BROWNE FD GLOBAL VALUE #1   2015-03-24 2020-04-21
2040. VANGUARD FTSE DEVELOPED ETF     2020-04-21
3900. VANGUARD FTSE EMERGING MARKETS ETF     2020-04-21
475. VANGUARD SMALL CAP VALUE VIPER   2010-11-10 2020-04-21
70. AT & T INC   2019-10-16 2020-04-22
790. AT & T INC     2020-04-22
45. BLACKROCK INC     2020-04-22
30. BOEING CO   2020-03-16 2020-04-22
25. BOEING CO     2020-04-22
65. CME GROUP INC   2013-05-17 2020-04-22
100. CVS HEALTH CORPORATION   2019-09-10 2020-04-22
380. CVS HEALTH CORPORATION     2020-04-22
205. CELANESE CORP     2020-04-22
550. CISCO SYSTEMS INC     2020-04-22
330. CITIGROUP INC.     2020-04-22
110. CITIGROUP INC.     2020-04-22
380. COGNIZANT TECH SOLUTIONS CRP COM     2020-04-22
30. DIAGEO PLC - ADR   2019-07-03 2020-04-22
140. DIAGEO PLC - ADR     2020-04-22
155. WALT DISNEY CO   2006-02-23 2020-04-22
165. EOG RESOURCES, INC     2020-04-22
140. ELECTRONIC ARTS INC   2019-02-11 2020-04-22
50. ELECTRONIC ARTS INC   2019-10-16 2020-04-22
195. GILEAD SCIENCES INC     2020-04-22
420. HAIN CELESTIAL GROUP INC   2019-06-11 2020-04-22
170. HAIN CELESTIAL GROUP INC   2016-02-08 2020-04-22
260. JPMORGAN CHASE & CO     2020-04-22
55. JPMORGAN CHASE & CO   2019-04-22 2020-04-22
60. LAM RESEARCH CORP COM   2018-08-16 2020-04-22
365. LAS VEGAS SANDS CORP     2020-04-22
80. LAS VEGAS SANDS CORP   2020-02-03 2020-04-22
170. ELI LILLY & CO COM     2020-04-22
545. MANULIFE FINANCIAL CORP     2020-04-22
860. MANULIFE FINANCIAL CORP   2016-02-08 2020-04-22
237. MERCK & CO INC NEW     2020-04-22
20. MICROSOFT CORP   2001-06-14 2020-04-22
480. MONDELEZ INTERNATIONAL INC   2018-08-16 2020-04-22
65. MONDELEZ INTERNATIONAL INC   2019-09-10 2020-04-22
285. NIKE INC CL B   2017-10-19 2020-04-22
198. RAYTHEON TECHNOLOGIES CORP     2020-04-22
50. SPIRIT AEROSYTSEMS HOLD-CL A   2019-07-03 2020-04-22
155. SPIRIT AEROSYTSEMS HOLD-CL A   2016-10-03 2020-04-22
805. SUNCOR ENERGY INC NEW F     2020-04-22
230. TJX COMPANIES INC   2011-11-22 2020-04-22
205. TARGET CORP     2020-04-22
75. THERMO FISHER SCIENTIFIC INC   2012-03-12 2020-04-22
425. TORONTO DOMINION BK ONT COM NEW     2020-04-22
528. TOTAL S.A. - ADR     2020-04-22
255. UNILEVER N.V. - ADR   2020-02-04 2020-04-22
175. UNION PACIFIC CORP   2010-06-23 2020-04-22
200. UNITED PARCEL SERVICE-CL B     2020-04-22
130. UNITEDHEALTH GROUP INC   2013-05-17 2020-04-22
100. WASTE MANAGEMENT INC   2020-03-04 2020-04-22
150. MEDTRONIC PLC   2019-07-22 2020-04-22
190. TE CONNECTIVITY LTD     2020-04-22
45. FLEXTRONICS INTL LTD   2020-02-03 2020-04-22
1440. FLEXTRONICS INTL LTD     2020-04-22
.458 RAYTHEON TECHNOLOGIES CORP   2019-10-16 2020-04-29
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-04-30
10000. CAPITAL ONE FINANCIA 2.500% 5/12/20   2018-10-15 2020-05-12
15000. US TREASURY NOTE 2.625% 6/15/21   2018-07-02 2020-05-26
5000. US TREASURY NOTE 3.125% 11/15/28   2020-03-04 2020-05-26
5000. US TREASURY NOTE 3.125% 11/15/28   2019-01-08 2020-05-26
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-05-31
195. SYSCO CORP   2020-04-07 2020-06-04
982.318 JOHN HANCOCK II-ABSLT RTRN-I 3643   2018-08-30 2020-06-22
2354.48 NEUBERGER BERMAN LONG SH-INS #1830   2018-08-30 2020-06-22
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-06-30
25. ACTIVISION BLIZZARD INC   2020-04-22 2020-07-02
40. BOEING CO   2011-03-23 2020-07-02
495. COCA COLA CO   2020-04-22 2020-07-02
15. TRANSDIGM GROUP INC   2020-04-22 2020-07-02
30. LULULEMON ATHLETICA INC   2020-04-22 2020-07-14
15. NETFLIX.COM INC   2020-04-22 2020-07-14
35. SYSCO CORP   2020-04-07 2020-07-14
110. JAZZ PHARMACEUTICALS PLC   2020-04-22 2020-07-14
10000. BNP PARIBAS 5.000% 1/15/21   2018-03-14 2020-07-28
10000. BANK OF NOVA SCOTIA 2.800% 7/21/21   2020-05-26 2020-07-28
5000. BANK OF NOVA SCOTIA 2.800% 7/21/21   2018-12-11 2020-07-28
15000. NOVARTIS CAPITAL COR 3.000% 11/20/25     2020-07-28
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-07-31
7000. CVS HEALTH CORP 4.100% 3/25/25     2020-08-25
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-08-31
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-09-30
13. ACTIVISION BLIZZARD INC   2020-04-22 2020-10-01
4. ALIGN TECHNOLOGY INC   2020-07-02 2020-10-01
2. ALPHABET INC CL C   2020-04-22 2020-10-01
5. AMAZON COM INC COM   2020-04-22 2020-10-01
30. APPLE INC   2014-09-23 2020-10-01
3. CANADIAN PAC RY LTD   2020-04-22 2020-10-01
27. CENTENE CORP DEL   2020-04-22 2020-10-01
5. CHIPOTLE MEXICAN GRILL INC   2020-04-22 2020-10-01
8. CONSTELLATION BRANDS INC   2020-04-22 2020-10-01
19. DEXCOM INC   2020-04-22 2020-10-01
12. FACEBOOK INC   2020-04-22 2020-10-01
26. FORTUNE BRANDS HOME & SECURITY   2020-04-22 2020-10-01
25. ISHARES MBS ETF   2013-07-24 2020-10-01
2. LULULEMON ATHLETICA INC   2020-04-22 2020-10-01
23. MICROSOFT CORP     2020-10-01
3. NETFLIX.COM INC   2020-04-22 2020-10-01
27. NVIDIA CORP   2020-04-22 2020-10-01
3. PALO ALTO NETWORKS INC   2020-04-22 2020-10-01
29. POOL CORPORATION   2020-04-22 2020-10-01
5. S&P GLOBAL INC   2020-04-22 2020-10-01
14. SALESFORCE COM INC   2020-04-22 2020-10-01
2. SERVICENOW INC   2020-07-02 2020-10-01
20. TRACTOR SUPPLY CO COM   2020-04-22 2020-10-01
17000. US TREASURY NOTE 2.125% 9/30/21     2020-10-01
15000. US TREASURY NOTE 3.125% 5/15/21   2018-04-24 2020-10-01
15000. US TREASURY NOTE 2.000% 7/31/22   2017-12-01 2020-10-01
12. VISA INC-CLASS A SHRS   2020-04-22 2020-10-01
8. ZENDESK INC   2020-07-02 2020-10-01
9. ACCENTURE PLC   2020-04-22 2020-10-01
3000. CVS HEALTH CORP 4.100% 3/25/25   2019-09-18 2020-10-05
10000. MORGAN STANLEY 2.500% 4/21/21   2017-06-26 2020-10-05
15000. US TREASURY NOTE 2.125% 12/31/22   2017-02-27 2020-10-05
10000. CONAGRA BRANDS INC 3.800% 10/22/21   2020-04-07 2020-10-19
25. APPLE INC   2014-12-01 2020-10-22
165. CONCHO RESOURCES INC   2020-04-22 2020-10-22
30. DANAHER CORP   2020-04-22 2020-10-22
10. NVIDIA CORP   2020-04-22 2020-10-22
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-10-31
45. APPLE INC   2014-12-01 2020-11-16
15. VISA INC-CLASS A SHRS   2020-04-22 2020-11-16
10000. HSBC HOLDING PLC 4.000% 3/30/22   2019-02-07 2020-11-24
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-11-30
15. ALIGN TECHNOLOGY INC   2020-07-02 2020-12-08
2225. ISHARES GOLD TRUST ETF   2020-01-02 2020-12-31
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,159   3,475 2,684
b 14,909   6,215 8,694
c 50,705   54,200 -3,495
d 16,195   15,565 630
e 11,006   10,015 991
17,540   11,065 6,475
25,202   26,980 -1,778
2,889   2,148 741
15,886   13,231 2,655
11,203   10,772 431
28,896   30,000 -1,104
13,500   15,000 -1,500
36,446   49,998 -13,552
10,010   10,000 10
48,793   60,390 -11,597
35,044   50,142 -15,098
34,802   49,979 -15,177
73,808   83,087 -9,279
20,835   24,428 -3,593
57,653   61,000 -3,347
44,305   67,305 -23,000
28,302   34,260 -5,958
69,154   85,346 -16,192
134,742   173,019 -38,277
42,915   30,482 12,433
2,056   2,652 -596
23,205   28,109 -4,904
21,606   15,940 5,666
4,078   4,108 -30
3,398   6,773 -3,375
11,753   4,215 7,538
6,049   6,361 -312
22,986   11,610 11,376
15,382   9,164 6,218
22,874   6,035 16,839
13,886   15,170 -1,284
4,629   7,763 -3,134
19,672   22,786 -3,114
3,960   5,269 -1,309
18,481   7,148 11,333
15,687   4,249 11,438
7,047   18,266 -11,219
15,989   13,894 2,095
5,710   4,802 908
15,789   14,879 910
11,448   8,908 2,540
4,634   5,792 -1,158
23,439   8,723 14,716
4,958   6,258 -1,300
16,125   10,424 5,701
14,758   19,494 -4,736
3,235   5,340 -2,105
26,705   12,907 13,798
6,344   9,997 -3,653
10,010   11,281 -1,271
18,918   11,829 7,089
3,465   688 2,777
24,959   20,228 4,731
3,380   3,512 -132
25,325   14,994 10,331
12,571   15,701 -3,130
945   3,933 -2,988
2,930   7,084 -4,154
12,274   22,051 -9,777
10,690   3,390 7,300
21,996   10,442 11,554
25,096   4,183 20,913
16,428   24,177 -7,749
18,034   27,394 -9,360
12,867   14,974 -2,107
25,600   6,402 19,198
19,883   15,048 4,835
36,347   8,181 28,166
9,868   11,800 -1,932
14,466   15,250 -784
12,741   12,410 331
347   580 -233
11,105   23,193 -12,088
31   40 -9
7   7  
10,000   9,869 131
15,385   14,995 390
6,031   5,906 125
6,031   5,175 856
8   7 1
11,550   9,277 2,273
10,000   8,919 1,081
36,000   35,670 330
7   7  
1,946   1,670 276
7,323   2,865 4,458
22,264   22,624 -360
6,706   4,568 2,138
9,016   6,348 2,668
7,622   6,376 1,246
1,850   1,665 185
11,615   11,381 234
10,212   10,495 -283
10,241   10,253 -12
5,120   4,934 186
16,694   15,447 1,247
8   7 1
8,042   7,488 554
9   7 2
8   7 1
1,075   868 207
1,273   1,131 142
2,968   2,556 412
15,925   11,899 4,026
3,491   769 2,722
915   676 239
1,564   1,864 -300
6,272   4,375 1,897
1,476   1,240 236
7,791   6,142 1,649
3,181   2,205 976
2,259   1,122 1,137
2,753   2,620 133
675   423 252
4,875   696 4,179
1,517   1,275 242
14,622   7,708 6,914
753   578 175
9,544   5,498 4,046
1,826   1,380 446
3,548   2,152 1,396
982   835 147
2,884   1,910 974
17,336   17,067 269
15,280   15,210 70
15,511   14,953 558
2,446   1,988 458
830   723 107
2,040   1,541 499
3,390   3,196 194
10,122   10,029 93
15,658   15,095 563
10,354   10,200 154
2,896   720 2,176
7,586   8,741 -1,155
7,056   4,791 2,265
5,346   2,855 2,491
8   8  
5,392   1,296 4,096
3,188   2,485 703
10,500   10,265 235
8   8  
7,672   4,240 3,432
8   7 1
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
      19,473
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,684
b       8,694
c       -3,495
d       630
e       991
      6,475
      -1,778
      741
      2,655
      431
      -1,104
      -1,500
      -13,552
      10
      -11,597
      -15,098
      -15,177
      -9,279
      -3,593
      -3,347
      -23,000
      -5,958
      -16,192
      -38,277
      12,433
      -596
      -4,904
      5,666
      -30
      -3,375
      7,538
      -312
      11,376
      6,218
      16,839
      -1,284
      -3,134
      -3,114
      -1,309
      11,333
      11,438
      -11,219
      2,095
      908
      910
      2,540
      -1,158
      14,716
      -1,300
      5,701
      -4,736
      -2,105
      13,798
      -3,653
      -1,271
      7,089
      2,777
      4,731
      -132
      10,331
      -3,130
      -2,988
      -4,154
      -9,777
      7,300
      11,554
      20,913
      -7,749
      -9,360
      -2,107
      19,198
      4,835
      28,166
      -1,932
      -784
      331
      -233
      -12,088
      -9
       
      131
      390
      125
      856
      1
      2,273
      1,081
      330
       
      276
      4,458
      -360
      2,138
      2,668
      1,246
      185
      234
      -283
      -12
      186
      1,247
      1
      554
      2
      1
      207
      142
      412
      4,026
      2,722
      239
      -300
      1,897
      236
      1,649
      976
      1,137
      133
      252
      4,179
      242
      6,914
      175
      4,046
      446
      1,396
      147
      974
      269
      70
      558
      458
      107
      499
      194
      93
      563
      154
      2,176
      -1,155
      2,265
      2,491
       
      4,096
      703
      235
       
      3,432
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 89,664
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 1,371
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 1,371
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 1,371
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,376
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 3,376
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,005
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,372 RefundedBullet 11 633
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)
    bulletID
    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     		40,776    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,946,079
    b
    Average of monthly cash balances.......................
    1b
    91,354
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,037,433
    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
    3,037,433
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    45,561
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,991,872
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    149,594
    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
    149,594
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,371
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,371
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    148,223
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    148,223
    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
    148,223
    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
    136,866
    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
    136,866
    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
    136,866
    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 7 148,223
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 129,157
    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$ 136,866
    a Applied to 2019, but not more than line 2a 129,157
    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..... 7,709
    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 ..........     		140,514
    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
    LEWIS-CLARK STATE COLLEGE
    ATTN CONTROLLERS OFFICE
    LEWISTON,ID83501     		NONE PC GENERAL OPERATING 43,600
    WSU FOUNDATION
    PO BOX 641927
    Pullman,WA99164     		NONE PC GENERAL OPERATING 87,200
    Total .................................bullet 3a 130,800
    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 46,385  
    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 89,664  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   136,049  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    136,049
    (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:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,988     1,988

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Name of Bond End of Year Book Value End of Year Fair Market Value
    59156RBH0 METLIFE INC 3.600% 4 15,706 16,486
    961214DW0 WESTPAC BANKING CORP 9,557 11,501
    29444UBL9 EQUINIX INC 10,045 10,165
    46625HRV4 JPMORGAN CHASE & CO 15,401 16,642
    61746BEF9 MORGAN STANLEY 11,332 11,452
    25389JAR7 DIGITAL REALTY TRUST 10,567 11,494
    256677AC9 DOLLAR GENERAL CORP 10,552 10,581
    037833AK6 APPLE INC 2.400% 5/0 14,683 15,734
    9128286A3 US TREASURY NOTE 15,202 16,706
    14040HBN4 CAPITAL ONE FINANCIA 10,416 11,412
    9128286T2 US TREASURY NOTE 2.3 21,105 22,603
    693475AZ8 PNC FINANCIAL SERVIC 16,543 16,433
    06367WMQ3 BANK OF MONTREAL 10,012 10,659
    00206RDC3 AT&T INC 10,123 11,168
    06051GGA1 BANK OF AMERICA CORP 10,501 11,191
    867914BS1 SUNTRUST BANKS INC 10,166 11,324
    42824CBJ7 HP ENTERPRISE CO 10,207 10,275
    606822BA1 MITSUBISHI UFJ FIN 10,026 10,842
    9128284F4 US TREASURY NOTE 14,713 16,480
    3135G0ZR7 FED NATL MTG ASSN 2. 15,305 16,314
    9128285M8 US TREASURY NOTE 17,718 17,760
    38148LAE6 GOLDMAN SACHS GROUP 10,314 11,228
    9128286X3 US TREASURY NOTE 10,127 10,917
    912828M56 US TREASURY NOTE 14,838 16,380
    437076BM3 HOME DEPOT INC 15,465 16,769
    036752AB9 ANTHEM INC 10,031 11,532
    9128283W8 US TREASURY NOTE 20,634 22,935
    00287YAQ2 ABBVIE INC 11,176 11,141
    254687FL5 WALT DISNEY COMPANY/ 15,355 15,677
    912828U24 US TREASURY NOTE 2.0 14,315 16,326
    86562MAQ3 SUMITOMO MITSUI FINL 9,649 10,367
    166764BW9 CHEVRON CORP 15,417 15,600
    172967LQ2 CITIGROUP INC 9,969 10,400
    912828WJ5 US TREASURY NOTE 2.5 21,334 21,552
    126650DM9 CVS HEALTH CORP 9,894 10,046
    20030NCT6 COMCAST CORP 18,329 18,057

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Name of Stock End of Year Book Value End of Year Fair Market Value
    550021109 LULULEMON ATHLETICA 10,156 16,705
    00507V109 ACTIVISION BLIZZARD 14,493 20,148
    45866F104 INTERCONTINENTAL EXC 19,659 25,364
    11135F101 BROADCOM INC 21,522 32,839
    13645T100 CANADIAN PAC RY LTD 13,970 21,495
    73278L105 POOL CORPORATION 11,564 22,723
    518439104 ESTEE LAUDER COMPANI 15,087 23,159
    896239100 TRIMBLE INC 17,959 26,374
    64110L106 NETFLIX INC 17,854 22,711
    G66721104 NORWEGIAN CRUISE LIN 7,296 11,011
    023135106 AMAZON COM INC COM 71,392 97,708
    92532F100 VERTEX PHARMACEUTICA 20,168 17,726
    67066G104 NVIDIA CORP 19,412 35,510
    15135B101 CENTENE CORP DEL 24,709 21,491
    02079K107 ALPHABET INC CL C 29,326 75,331
    79466L302 SALESFORCE COM INC 26,290 38,053
    252131107 DEXCOM INC 24,933 28,099
    30303M102 FACEBOOK INC 45,129 65,012
    437076102 HOME DEPOT INC 16,418 21,250
    892356106 TRACTOR SUPPLY CO CO 14,328 21,087
    016255101 ALIGN TECHNOLOGY INC 8,777 21,910
    339041105 FLEETCOR TECHNOLOGIE 16,632 17,734
    90384S303 ULTA BEAUTY INC 11,458 15,507
    101137107 BOSTON SCIENTIFIC CO 22,154 22,109
    532457108 ELI LILLY & CO COM 25,213 27,014
    G1151C101 ACCENTURE PLC 17,288 26,382
    87918A105 TELADOC HEALTH INC 15,802 14,997
    31620M106 FIDELITY NATL INFORM 18,537 20,512
    278865100 ECOLAB INC 11,289 14,063
    594918104 MICROSOFT CORP 11,758 101,646
    98936J101 ZENDESK INC 16,199 23,901
    040413106 ARISTA NETWORKS INC 18,967 26,151
    34964C106 FORTUNE BRANDS HOME 9,450 18,773
    169656105 CHIPOTLE MEXICAN GRI 8,750 13,867
    697435105 PALO ALTO NETWORKS I 15,793 29,142
    235851102 DANAHER CORP 16,770 23,325
    617446448 MORGAN STANLEY 17,185 29,194
    78409V104 S&P GLOBAL INC 17,941 21,367
    983793100 XPO LOGISTICS INC 10,471 20,264
    893641100 TRANSDIGM GROUP INC 7,613 15,471
    81762P102 SERVICENOW INC 14,503 23,668
    92826C839 VISA INC-CLASS A SHR 29,125 38,934
    037833100 APPLE INC 23,175 119,421
    09857L108 BOOKING HOLDINGS INC 15,190 22,273
    21036P108 CONSTELLATION BRANDS 11,934 16,867
    69354M108 PRA HEALTH SCIENCES 11,794 16,307
    G7293H189 PRUDENTIAL PLC 10,388 11,556

    TY 2020 InvestmentsOtherSchedule2
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    12572Q105 CME GROUP INC      
    9128283W8 US TREASURY NOTE      
    064159FL5 BANK OF NOVA SCOTIA      
    437076BM3 HOME DEPOT INC      
    912828U24 US TREASURY NOTE      
    912828QN3 U S TREASURY NT 3.12      
    609207105 MONDELEZ INTERNATION      
    98978V103 ZOETIS INC      
    912828XQ8 US TREASURY NOTE      
    912828N30 US TREASURY NOTE      
    61746BEA0 MORGAN STANLEY      
    254687106 WALT DISNEY CO      
    532457108 ELI LILLY & CO COM      
    654106103 NIKE INC CL B      
    872540109 TJX COS INC NEW      
    911312106 UNITED PARCEL SERVIC      
    172967424 CITIGROUP INC      
    G7293H189 PRUDENTIAL PLC      
    037833AK6 APPLE INC 2.400% 5/0      
    594918104 MICROSOFT CORP      
    693475105 PNC FINANCIAL SERVIC      
    91324P102 UNITEDHEALTH GROUP I      
    46625H100 JPMORGAN CHASE & CO      
    464287473 ISHARES RUSSELL MIDC      
    848574109 SPIRIT AEROSYTSEMS H      
    46434G103 ISHARES CORE MSCI EM      
    097023105 BOEING COMPANY      
    192446102 COGNIZANT TECH SOLUT      
    901165100 TWEEDY BROWNE FD GLO      
    46090F100 INVESCO OPTIMUM YIEL      
    922908611 VANGUARD SMALL CAP V      
    00203H859 AQR MANAGED FUTURES      
    H84989104 TE CONNECTIVITY LTD      
    922042858 VANGUARD EMERGING MA      
    64128R608 NEUBERGER BERMAN LON AT COST 26,440 28,996
    3135G0ZR7 FED NATL MTG ASSN 2.      
    912828F21 US TREASURY NOTE 2.1      
    9128284T4 US TREASURY NOTE      
    406216BD2 HALLIBURTON COMPANY      
    037833100 APPLE COMPUTER INC C      
    25243Q205 DIAGEO PLC - ADR      
    437076102 HOME DEPOT INC      
    907818108 UNION PACIFIC CORP      
    26875P101 EOG RESOURCES, INC      
    867224107 SUNCOR ENERGY INC NE      
    150870103 CELANESE CORP      
    47803M168 JOHN HANCOCK II-ABSL AT COST 21,064 22,791
    912828WJ5 US TREASURY NOTE 2.5      
    961214DW0 WESTPAC BANKING CORP      
    38148LAE6 GOLDMAN SACHS GROUP      
    00206RDC3 AT&T INC      
    86562MAQ3 SUMITOMO MITSUI FINL      
    464288588 ISHARES MBS ETF AT COST 43,927 45,704
    375558103 GILEAD SCIENCES INC      
    883556102 THERMO FISHER SCIENT      
    Y2573F102 FLEXTRONICS INTL LTD      
    58933Y105 MERCK & CO INC NEW      
    02079K107 ALPHABET INC/CA      
    66989HAJ7 NOVARTIS CAPITAL COR      
    05567LT31 BNP PARIBAS 5.000% 1      
    78463X863 SPDR DJ WILSHIRE INT      
    14040HBP9 CAPITAL ONE FINANCIA      
    09247X101 BLACKROCK INC      
    779919307 T ROWE PR REAL ESTAT      
    63872T885 ASG GLOBAL ALTERNATI      
    00206R102 AT & T INC      
    277923751 PARAMETRIC EMERGING      
    59156RBH0 METLIFE INC 3.600% 4      
    9128284F4 US TREASURY NOTE      
    912828M56 US TREASURY NOTE      
    912828NT3 US TREASURY NOTE 2.6      
    126650100 CVS/CAREMARK CORPORA      
    17275R102 CISCO SYSTEMS INC      
    89151E109 TOTAL FINA ELF S.A.      
    87612E106 TARGET CORP      
    09260C703 BLACKROCK GL L/S CRE      
    517834107 LAS VEGAS SANDS CORP      
    G29183103 EATON CORP PLC      
    921943858 VANGUARD EUROPE PACI      
    172967LQ2 CITIGROUP INC      
    606822BA1 MITSUBISHI UFJ FIN      
    512807108 LAM RESEARCH CORP CO      
    56501R106 MANULIFE FINANCIAL C      
    405217100 HAIN CELESTIAL GROUP      
    464287481 ISHARES RUSSELL MID- AT COST 58,471 189,903
    9128286T2 US TREASURY NOTE      
    921937710 VANGUARD S/C GROWTH AT COST 28,838 116,119
    9128286X3 US TREASURY NOTE      
    25389JAR7 DIGITAL REALTY TRUST      
    G5960L103 MEDTRONIC PLC      
    GTC996442 CORBIN MULTI STRATEG AT COST 50,000 44,373
    277923264 EATON VANCE GLOB MAC      
    31620M106 FIDELITY NATL INFORM      
    036752AB9 ANTHEM INC      
    404280AN9 HSBC HOLDING PLC 4.0      
    06051GHT9 VR BANK OF AMERICA      
    9128285M8 US TREASURY NOTE      
    285512109 ELECTRONIC ARTS INC      
    06367WMQ3 BANK OF MONTREAL      
    11135F101 BROADCOM INC      
    126650CW8 CVS HEALTH CORP      
    46625HRV4 JPMORGAN CHASE & CO      
    891160509 TORONTO DOMINION BK      
    755111507 RAYTHEON CO      
    9128286A3 US TREASURY NOTE      
    867914BS1 SUNTRUST BANKS INC      
    52106N459 LAZARD GL LIST INFRA AT COST 36,028 40,353
    74256W568 PRINCIPAL REAL EST S AT COST 42,085 50,571
    74925K367 ABBEY CAP FUTURES ST AT COST 32,032 32,004
    316390152 FIDELITY ADV INTL RL AT COST 42,008 53,838
    589509207 MERGER FUND-INST #30 AT COST 57,800 58,955
    00143W859 INV OPP DEVELOP MRKT AT COST 105,304 156,522
    464285105 ISHARES GOLD TRUST E AT COST 35,645 40,339
    04314H758 ARTISAN SMALL CAP FU AT COST 44,619 75,322
    00770G847 JOHCM INTERNATIONAL AT COST 70,337 99,691
    04314H600 ARTISAN MID CAP FUND AT COST 75,552 110,952
    381430107 GOLDMAN SACHS ACTIVE AT COST 28,589 38,759
    921075438 VAN ECK EMERGING MAR AT COST 105,485 159,701

    TY 2020 OtherDecreasesSchedule
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Description Amount
    PURCHASE OF ACCRUED INTEREST CARRYOVER 174
    TAX LOT ADJUSTMENT 682


    TY 2020 OtherExpensesSchedule
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 16 16   0


    TY 2020 OtherIncreasesSchedule
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Description Amount
    MUTUAL FUND TIMING ADJ 3,237
    COST BASIS ADJUSTMENT 117


    TY 2020 TaxesSchedule
    Name:
    PLATEAU NATIVE AMERICAN FDN-MAIN
    EIN:
    87-6240442
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 392 392   0
    FEDERAL ESTIMATES - PRINCIPAL 1,709 0   0
    FOREIGN TAXES ON QUALIFIED FOR 30 30   0
    FOREIGN TAXES ON NONQUALIFIED 184 184   0