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
MacMahon Family Charitable Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

05-6141146
B Telephone number (see instructions)

(800) 839-1754
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$5,808,323J 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) 490,671
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,718 1,718  
4 Dividends and interest from securities... 101,793 101,793  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 225,731
b Gross sales price for all assets on line 6a 3,017,456
7 Capital gain net income (from Part IV, line 2)... 225,731
8 Net short-term capital gain.........  
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........ 819,913 329,242  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 42,248 42,248    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,946 847    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 28,239 30   28,209
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,433 43,125   28,209
25 Contributions, gifts, grants paid....... 1,461,000 1,461,000
26 Total expenses and disbursements. Add lines 24 and 25 1,538,433 43,125   1,489,209
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -718,520
b Net investment income (if negative, enter -0-) 286,117
c Adjusted net income (if negative, enter -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......... 772,620 167,120 167,120
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 478,268 Click to see attachment373,795 383,884
b Investments—corporate stock (attach schedule)....... 4,282,369 Click to see attachment4,305,689 5,058,023
c Investments—corporate bonds (attach schedule)....... 222,671 Click to see attachment190,804 199,296
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,755,928 5,037,408 5,808,323
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 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,755,928 5,037,408
29 Total net assets or fund balances (see instructions)..... 5,755,928 5,037,408
30 Total liabilities and net assets/fund balances (see instructions). 5,755,928 5,037,408
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
5,755,928
2
Enter amount from Part I, line 27a .....................
2
-718,520
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,037,408
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,037,408
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 Publicly-traded Securities      
b
c
d
e
(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 3,017,456   2,791,725 225,731
b
c
d
e
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       225,731
b
c
d
e
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 2 225,731
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,977
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  
3 Add lines 1 and 2........................... 3 3,977
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,977
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 77
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 taxBullet   RefundedBullet 11  
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)
    bulletNJ
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
     
    ........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
    Sarah MacMahon Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kelly MacMahon Ewing Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lauren MacMahon Hand Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Thomas P MacMahon Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
    5,074,879
    b
    Average of monthly cash balances.......................
    1b
    443,512
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,518,391
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,518,391
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,776
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,435,615
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    271,781
    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
    271,781
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,977
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,977
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    267,804
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    267,804
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    267,804
    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
    1,489,209
    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
    1,489,209
    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
    1,489,209
    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 7 267,804
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 317,213
    b From 2016...... 472,181
    c From 2017...... 443,260
    d From 2018...... 521,246
    e From 2019...... 1,152,134
    fTotal of lines 3a through e........ 2,906,034
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,489,209
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 267,804
    e Remaining amount distributed out of corpus 1,221,405
    5 Excess distributions carryover applied to 2020.    
    (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 4,127,439
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		317,213
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,810,226
    10 Analysis of line 9:
    a Excess from 2016.... 472,181
    b Excess from 2017.... 443,260
    c Excess from 2018.... 521,246
    d Excess from 2019.... 1,152,134
    e Excess from 2020.... 1,221,405
    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).)
    SARAH MACMAHON
    Thomas P MacMahon
    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.
    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
    CHATHAM DAY SCHOOL INC
    700 SHUNPIKE RD
    CHATHAM,NJ07928     		N/A PC General & Unrestricted 2,000
    COVENANT HOUSE
    5 PENN PLZ
    NEW YORK,NY10001     		N/A PC General & Unrestricted 500
    ELON UNIVERSITY
    2600 CAMPUS BOX
    ELON,NC27244     		N/A PC Student First Fund 10,000
    FAIRFIELD UNIVERSITY
    1073 N BENSON RD
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 5,000
    FEEDING AMERICA
    161 N CLARK ST STE 700
    CHICAGO,IL60601     		N/A PC General & Unrestricted 4,000
    FIRST PRESBYTERIAN CHURCH
    14 HANOVER RD
    EAST HANOVER,NJ07936     		N/A PC General & Unrestricted 5,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 S ST 1ST FL
    MORRISTOWN,NJ07960     		N/A PC General & Unrestricted 335,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 S ST 1ST FL
    MORRISTOWN,NJ07960     		N/A PC COVID-19 Support Fund 2,500
    INTERFAITH FOOD PANTRY INC
    2 EXECUTIVE DR
    MORRIS PLAINS,NJ07950     		N/A PC General & Unrestricted 12,000
    KENT PLACE SCHOOL
    42 NORWOOD AVE
    SUMMIT,NJ07901     		N/A PC General & Unrestricted 1,000
    MARKET STREET MISSION INC
    9 MARKET ST
    MORRISTOWN,NJ07960     		N/A PC General & Unrestricted 3,000
    MORRISTOWN-BEARD SCHOOL
    70 WHIPPANY RD
    MORRISTOWN,NJ07960     		N/A PC General & Unrestricted 5,000
    OPERATION HOLIDAY INC
    51 S ST
    MORRISTOWN,NJ07960     		N/A PC General & Unrestricted 5,000
    PAPER MILL PLAYHOUSE
    22 BROOKSIDE DR
    MILLBURN,NJ07041     		N/A PC General & Unrestricted 2,000
    RUTGERS UNIVERSITY FOUNDATION
    PO BOX 193
    NEW BRUNSWICK,NJ08903     		N/A PC General & Unrestricted 1,000
    SAINT PETERS UNIVERSITY
    2641 KENNEDY BLVD
    JERSEY CITY,NJ07306     		N/A PC General & Unrestricted 1,020,000
    SAVE BARNEGAT BAY INC
    117 HAINES RD
    TOMS RIVER,NJ08753     		N/A PC General & Unrestricted 500
    SETON HALL PREPARATORY SCHOOL
    170 NORTHFIELD AVE
    WEST ORANGE,NJ07052     		N/A PC Hazard Zet Forward Fund 25,000
    SHRINERS HOSPITALS FOR CHILDREN
    2900 N ROCKY POINT DR
    TAMPA,FL33607     		N/A PC General & Unrestricted 1,500
    ST ANDREWS PRESBYTERIAN COLLEGE
    PO BOX 96
    BABSON PARK,FL33827     		N/A PC General & Unrestricted 10,000
    ST HUBERTS GIRALDA
    575 WOODLAND RD
    MADISON,NJ07940     		N/A PC General & Unrestricted 1,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 4,000
    ST PETERS ORPHANAGE INC
    170 DIAMOND SPRING RD
    DENVILLE,NJ07834     		N/A PC General & Unrestricted 1,000
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 1,461,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,718  
    4 Dividends and interest from securities....     14 101,793  
    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 ............     		    18 225,731  
    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)..   329,242  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    329,242
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    MacMahon Family Charitable Foundation
     
    Employer identification number

    05-6141146
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MacMahon Family Charitable Foundation
          		Employer identification number
    05-6141146
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MacMahon Thomas P
    PO Box 500 10 Johnson Drive
     
    Raritan, NJ08869

    		$ 490,671


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MacMahon Family Charitable Foundation
          		Employer identification number

    05-6141146
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VALE SA VALE, 1194 sh. $ 19,970 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TOPBUILD CORP BLD, 12 sh. $ 1,995 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TESLA MOTORS INC TSLA, 165 sh. $ 98,512 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 618 sh. $ 64,059 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SERVICE NOW NOW, 99 sh. $ 52,325 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RESTORATION HARDWARE RH, 29 sh. $ 12,708 2020-12-10
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MacMahon Family Charitable Foundation
          		Employer identification number

    05-6141146
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NVIDIA CORP NVDA, 54 sh. $ 27,992 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICROSOFT CORP MSFT, 431 sh. $ 91,251 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 IDEXX CORP IDXX, 29 sh. $ 13,124 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE INC AAPL, 532 sh. $ 64,909 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMAZON COM AMZN, 7 sh. $ 21,763 2020-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ADOBE SYSTEMS, INC ADBE, 46 sh. $ 22,063 2020-12-10
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MacMahon Family Charitable Foundation
          		Employer identification number

    05-6141146
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC BOND - 3.400% - 05/15 22,130 22,229
    BANK AMER CORP FR - 3.300% - 0 21,930 23,325
    COMCAST CORP - 3.000% - 02/01/ 19,511 21,527
    GOLDMAN SACHS GROUP INC NOTE - 22,175 23,577
    JPMORGAN CHASE &CO NOTE - 3.20 22,220 22,367
    NORTHROP GRUMMAN CORP - 2.930% 20,593 21,753
    TRUIST FINL SER G - 1.125% - 0 21,035 21,138
    WALMART INC NOTE - 2.850% - 07 20,843 21,637
    WELLS FARGO - 3.000% - 02/19/2 20,367 21,743

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAC TEC HOLDINGS ADR 6,204 3,332
    ACUITY BRANDS INC 10,427 8,113
    ADOBE SYSTEMS, INC 32,925 40,510
    AFFILIATED MANAGERS GROUP 12,199 11,289
    AIA GROUP LTD ADR 7,890 10,072
    ALCON INC 4,414 5,080
    ALEXANDRIA REAL ESTATE EQUITIE 5,253 5,525
    ALIBABA GROUP HOLDING LTD 10,500 14,429
    ALPHABET INC CL A 16,990 38,558
    AMAZON COM 48,749 87,937
    AMCOR LTD ORD SHS 3,700 4,025
    AMERICA MOVIL SA 9,794 9,349
    AMERICAN EXPRESS CO 12,103 11,970
    AMERICAN TOWER REIT INC 23,234 23,568
    AMGEN INC 13,560 14,025
    ANGLO AM PLC ADR 2,557 4,805
    ANHUI CONCH CEM ADR 5,251 5,545
    ANTHEM INC 12,995 15,733
    APPLE HOSPITALITY REIT INC 1,974 2,517
    APPLE INC 101,944 136,803
    APTAR GROUP INC 10,539 19,575
    ARAMARK 16,445 24,743
    ASM PACIFIC TECH 5,127 5,996
    ASML HOLDING NV NY REG SHS 3,193 5,365
    AT&T, INC 17,911 14,409
    AUTOMATIC DATA PROCESSING INC 16,563 21,144
    AUTOZONE INC 22,690 23,709
    AVALONBAY CMNTYS INC 6,746 6,738
    BAIDU.COM - ADR 6,178 8,217
    BANCO BRADESCO S.A. SPONS ADR 4,835 3,803
    BANCO DO BRASIL S A SPONSORED 7,563 6,063
    BB SEGURIDADE 6,018 4,406
    BEIERSDORF AG ADR EACH REPR 0. 4,163 4,221
    BERKLEY W R CP 19,234 27,232
    BERKSHIRE HATHAWAY INC. CLASS 17,138 18,086
    BIDVEST GROUP LTD (ADR) 4,171 3,729
    BIO RAD LABS INC CL A 1,755 6,995
    BIO TECHNE CORPORATION 4,048 12,384
    BLACKBAUD INC 8,439 9,900
    BLACKROCK INC 8,947 19,482
    BOOZ ALLEN HAMILTON HOLDING CO 5,172 7,236
    BOSTON PPTYS INC 5,981 5,577
    BRISTOL-MYERS SQUIBB CO 15,036 16,004
    BRITISH AMERICAN TOBACCO PLC 3,624 3,487
    BRIXMOR PPTY GROUP INC COM 3,152 3,542
    BROADCOM INC 8,338 14,449
    BROADRIDGE FINANCIAL 5,640 12,869
    BROWN & BROWN INC 10,997 11,758
    BURLINGTON STORES, INC 6,846 10,724
    CACI INTL INC 10,711 10,971
    CALRSBERG AS SP ADR REP B 2,828 4,948
    CANADIAN NATL RAILWAY CO 7,050 10,546
    CARLISLE COS INC 13,941 22,802
    CDW CORP 1,717 4,744
    CGI INC 8,300 12,610
    CHARLES SCHWAB CORP 17,428 24,770
    CHEVRON CORP 15,780 16,046
    CHINA CONSTRUCT UNSPON ADR 7,719 6,564
    CHINA MENGNIU DAIRY COMPANY AD 3,911 6,238
    CHINA MERCHANTS BANK 5,678 7,661
    CHINA MOBILE HGK LTD 3,239 2,312
    CHINA SHENHUA ADR 6,218 4,997
    CHOICE HOTELS INTERNATIONAL IN 9,521 12,487
    CNOOC LTD ADS 4,502 2,383
    COLUMBIA PROPERTY TRUST INC 1,602 1,620
    COLUMBIA SPORTSWEAR CO 6,935 10,311
    COMCAST CORP 23,777 28,768
    COMML INTL BK S/ADR 3,203 3,057
    CORESITE REALTY CORPORATION 2,452 2,506
    CORNING INC 12,628 17,244
    CRH PLC - AMERICAN DEPOSITARY 3,095 3,108
    CRITEO SA 3,979 3,917
    CROWN CASTLE INTL 26,124 27,699
    CSL LTD 1,492 3,965
    CUBESMART 1,253 1,512
    DECKERS OUTDOOR CORPORATION 2,801 3,155
    DELTA AIR LINES INC 8,005 10,093
    DENTSPLY SIRONA INC 17,122 16,808
    DEUTSCHE BOERSE ADR 7,077 9,413
    DIAMONDROCK HOSP CO 2,126 2,046
    DIGITAL RLTY TR INC 3,516 3,488
    DOLBY LABORATORIES 6,192 8,450
    DONALDSON CO. INC 3,936 6,706
    DUKE REALTY CORPORATION 6,055 6,555
    ENGIE BRASIL ENERGIA S A 2,894 2,869
    ENN ENERGY HOLDINGS LIMITED 1,802 3,592
    ENVISTA HOLDINGS 11,832 18,754
    EQUINIX, INC 5,598 7,142
    EQUITY LIFESTYLE PRP 858 887
    EQUITY RESIDENTIAL PPTYS TR 3,185 3,201
    ESSENTIAL PROPERTIES REALTY TR 1,634 1,866
    EXTRA SPACE STORAGE 4,546 5,214
    FACEBOOK INC 11,969 16,116
    FACTSET RESH SYST INC 2,738 5,985
    FAIR ISSAC & CO INC 1,227 5,621
    FANUC LIMITED UNSPONSORED 3,062 5,185
    FLIR SYSTEMS INC 6,477 8,459
    FLUTTER ENTMT PLC ADR 5,801 11,264
    FORTIVE CORPORATION 15,165 15,722
    FRONTDOOR INC 4,103 6,879
    GALP ENERGIA 5,036 3,607
    GARTNER INC 9,936 16,179
    GRACO INC 2,504 7,018
    GRUPO AEROPORTUARIO DEL ADR 5,077 6,455
    GRUPO FIN ADR 4,024 4,167
    HDFC BANK LTD ADR 7,815 12,790
    HEINEKEN N V S ADR 4,183 4,970
    HENGAN INTL GRP ADR 7,722 7,079
    HENRY JACK & ASSOC INC 3,970 7,128
    HENRY SCHEIN INC 4,281 4,546
    HEXCEL CP DELAWARE 10,972 12,607
    HIGHWOODS PRPTY INC 1,922 1,942
    HILTON WORLDWIDE HOLDINGS, INC 1,470 1,558
    HONEYWELL INTL 23,246 31,054
    HOST HOTELS & RESORTS INC 2,074 2,136
    HOYA CORP SPONS ADR 3,283 7,633
    HUNT J B 11,049 17,765
    IAA INC 10,115 14,166
    ICON PLC - AMERICAN DEPOSITARY 5,472 6,824
    IDEX CP 3,866 9,562
    IDEXX CORP 13,124 14,496
    INFOSYS TECH LTD SPD ADR 8,249 14,848
    INVITATION HOMES INC. 5,601 7,455
    IQVIA HOLDINGS INC 23,401 29,205
    ISHARES BARCLAYS SHORT TREASUR 7,528 7,516
    ISHARES MSCI EAFE VALUE INX 499,260 441,179
    ISHARES S&P 500 VALUE INDEX FU 530,204 662,248
    JBG SMITH PROPERTIES 1,639 1,657
    JD.COM, INC 7,542 10,284
    JONES LANG LASALLE 8,130 10,534
    JP MORGAN CHASE 9,385 18,044
    JP MORGAN STRATEGIC INCOME OPP 475,936 462,529
    KASIKORNBANK PUB CO LTD ADR CM 4,062 3,199
    KILROY REALTY CP 1,597 1,435
    KIMBERLY CLARK 3,094 2,645
    KIRBY CORPORATION 8,697 8,396
    KNORR BREMSE ADR 6,005 7,261
    KOITO MANUFACTURING 6,179 8,191
    KOMATSU LTD 7,127 9,107
    KOOKMIN BANK 8,435 6,970
    KUENE & NAGEL INTL AG ADR 5,520 8,461
    LANDSTAR SYSTEM 5,099 10,503
    LENNOX INTL INC 9,026 13,151
    LIFE HEALTHCARE GR UNSPON ADR 4,051 3,201
    LIFE STORAGE, INC 1,061 1,194
    LINDE PLC COM 3,622 5,270
    LKQ CORPORATION 6,372 7,048
    LOGITECH INTERNATIONAL 2,170 4,568
    LVMH MOET HENN UNSP 3,226 4,989
    MANHATTAN ASSOCIATES INC 6,407 12,622
    MARKEL CORP 12,145 13,433
    MARRIOTT INTERNATIONAL INC. CL 1,548 1,583
    MATTHEWS ASIA PACIFIC EQUITY I 334,212 415,490
    MICROSOFT CORP 140,000 156,584
    MOBILE TELSYS OJSC 4,103 3,875
    MONDELEZ INTERNATIONAL INC 5,686 7,718
    MONDI PLC ADR 3,089 3,402
    MORNINGSTAR, INC 4,679 11,810
    NATIONAL RETAIL PROPERTIES INC 1,179 1,473
    NEDBANK GROUP LTD S/ADR 4,375 3,497
    NESTLE S.A 9,761 10,484
    NETSTREIT 461 487
    NEW ORIENTAL ED & TECHNOLOGY G 1,761 5,017
    NIDEC CORPORATION ADR 1,710 4,026
    NIKE INC-CL B 13,507 19,806
    NORDSON CP 7,360 12,057
    NOVARTIS AG ADR 2,987 3,588
    NOVO NORDISK A S 4,717 5,239
    NVIDIA CORP 34,320 43,865
    OIL CO LUKOIL PJSC SPON ADR RE 6,202 6,973
    OLYMPUS CORP S/ADR 8,800 9,288
    OMEGA HEALTHCARE INV 3,276 3,777
    OPEN TEXT CORP 4,581 5,592
    PALO ALTO NETWORKS INC 16,245 23,811
    PERNOD-RECARD SA 4,042 5,024
    PHILIP MORRIS INTL 27,455 27,403
    PIA BBB BOND FUND MANAGED ACCO 94,731 96,900
    PIA MBS BOND FUND MANAGED ACCO 36,492 36,527
    PING AN INSURANCE GROUP ADR 5,449 6,346
    POOL CORP 2,781 6,333
    POTLATCH CORP 1,044 1,100
    PROCTER GAMBLE CO 14,361 17,532
    PROLOGIS 8,809 9,567
    PROSPERITY BANC SHARES, INC 8,768 8,670
    PROSUS NV ADR 5,800 8,134
    PT ASTRA INTL ADR 7,067 4,871
    PT BK MANDIR PRS UNSP/ADR 7,360 6,639
    PT TELEKOM. IND. TBK ADR 6,723 5,433
    QTS REALTY TRUST 1,937 2,166
    RAYTHEON TECHNOLOGIES CORP 8,371 9,725
    REALTY INCOME CORP 1,716 1,679
    REGENCY CENTERS CORP 3,155 3,328
    RESTORATION HARDWARE 12,708 12,978
    RETAIL OPPORTUNITY INVESTMENTS 1,032 1,326
    REXFORD INDUSTRIAL REALTY INC 4,869 5,353
    RLJ LODGING TRUST 1,992 2,080
    ROCHE HOLDING LTD ADR 9,379 9,645
    RPM INTERNATIONAL INC 9,744 16,250
    SANDS CHINA LTD UNSP ADR 7,511 8,159
    SANDVIK AB SPONS ADR 9,912 12,344
    SANLAM LTD SPONSORED ADR (SOUT 3,238 2,430
    SANOFI-AVENTIS SPONSORED ADR 4,941 4,810
    SBA COMMUNICATIONS CORP 5,701 5,643
    SBERBANK SPONSORED ADR 7,107 7,511
    SCHNEIDER ELEC UNSP/ADR 5,965 9,959
    SEI INVESTMENTS 10,670 14,597
    SERVICE CP INTL 4,146 4,763
    SERVICE NOW 52,325 54,493
    SHERWIN-WILLIAMS CO 8,869 13,228
    SHINHAN FINL GROUP CO LTD 6,757 4,791
    SHOPRITE HOLDINGS LTD 3,046 1,778
    SINOPHARM GROUP CO 5,525 4,652
    SITE CENTERS CORP 1,196 1,194
    SMC CORPORATION 3,726 5,052
    SONY CORP ADR 7,193 10,110
    SOUTHWEST AIRLINES 14,352 14,915
    STANDARD BANK GROUP SPON ADR 3,648 2,782
    STRYKER CORPORATION 14,348 18,623
    SUN COMMUNITIES INC 2,655 2,887
    SUNSTONE HOTEL INVESTORS, INC 1,940 2,039
    TAIWAN SEMICONDUCTOR MFG CO LT 72,971 92,357
    TELEFLEX INC 2,419 6,997
    TELEFONOS DE MEX L 14,064 19,588
    TENCENT HOLDINGS LIMITED 8,143 10,855
    TERNIUM S.A. ADS 2,753 2,879
    TESLA MOTORS INC 98,512 116,436
    THE BLACKSTONE GROUP INC CL A 8,382 12,573
    THE COCA-COLA CO 26,281 26,104
    TJX COMPANIES INC 22,580 28,067
    TOPBUILD CORP 1,995 2,209
    TRANSUNION COM USD0.01 3,573 8,136
    TRIMBLE NAV LTD 5,345 11,484
    UDR INC 8,240 8,301
    ULTA SALON, COSMETICS & FRAGRA 8,359 12,348
    UMPQUA HOLDINGS CORPORATION 8,653 8,054
    UNILEVER PLC AMER 7,243 7,485
    UNITED OVRSEAS BK LTD ADR 4,501 3,895
    UNITEDHEALTH GROUP INC 14,204 16,482
    URBAN EDGE PROPERTIES 1,233 1,178
    USD CYRUSONE INC 3,197 3,219
    VALE SA 19,970 20,011
    VENTAS INC 4,274 4,266
    VEREIT INC COM 2,148 1,965
    VICI PROPERTIES INC 1,134 1,275
    VISA INC 27,306 36,090
    VODACOM GROUP LIMITE 3,346 2,263
    VORNADO RLTY TR 1,758 1,718
    WAL-MART DE MEX V SP/ADR 11,158 12,410
    WALT DISNEY HOLDINGS CO 14,694 23,916
    WEICHAI POWER CO LTD 3,598 6,836
    WELLTOWER INC. 5,084 5,170
    WEX, INC 14,725 26,459
    WEYERHAEUSER CO 4,330 6,270
    WOLTERS KLUWER S/ADR 7,138 10,996
    WOODWARD INC 3,143 3,281
    XENIA HOTELS AND RESORTS INC 1,265 1,338
    YUM CHINA HOLDINGS INC 6,988 8,792

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    US Government Securities - End of Year Book Value:

    373,795
    US Government Securities - End of Year Fair Market Value:

    383,884
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 OtherExpensesSchedule
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 28,209     28,209
    Bank Charges 30 30    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 42,248 42,248    


    TY 2020 TaxesSchedule
    Name:
    MacMahon Family Charitable Foundation
    EIN:
    05-6141146
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 3,900      
    990-PF Excise Tax for 2019 2,199      
    Foreign Tax Paid 847 847