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
JEAN L POTTER FDTN
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

47-1641626
B Telephone number (see instructions)

(212) 852-3049
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$11,813,609J 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... 353,695 352,749  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -253,081
b Gross sales price for all assets on line 6a 939,404
7 Capital gain net income (from Part IV, line 2)... 0
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........ 100,614 352,749  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 102,538 41,015   61,523
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,221 5,427   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 564 564    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 116,323 47,006 0 61,523
25 Contributions, gifts, grants paid....... 605,000 605,000
26 Total expenses and disbursements. Add lines 24 and 25 721,323 47,006 0 666,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -620,709
b Net investment income (if negative, enter -0-) 305,743
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............. 826 1,688 1,688
2 Savings and temporary cash investments......... 251,583 404,526 404,526
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)....... 6,385,279 Click to see attachment6,129,234 7,559,418
c Investments—corporate bonds (attach schedule)....... 3,550,578 Click to see attachment3,027,945 3,237,650
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............     1,688
13 Investments—other (attach schedule).......... 551,089 Click to see attachment550,399 608,639
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) 10,739,355 10,113,792 11,813,609
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........ 10,739,355 10,113,792
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)..... 10,739,355 10,113,792
30 Total liabilities and net assets/fund balances (see instructions). 10,739,355 10,113,792
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
10,739,355
2
Enter amount from Part I, line 27a .....................
2
-620,709
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
184
4
Add lines 1, 2, and 3 ..........................
4
10,118,830
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,038
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,113,792
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 27. DOW INC.   2017-10-31 2020-01-07
b 75. DOW INC.   2019-05-16 2020-01-07
c 118. DOW INC.   2019-06-27 2020-01-07
d 29. DOW INC.   2019-04-25 2020-01-07
e 25. DOW INC.   2019-03-28 2020-01-07
6. DOW INC.   2018-12-03 2020-01-07
11. DOW INC.   2018-11-26 2020-01-07
19. DOW INC.   2018-02-14 2020-01-07
11. DOW INC.   2018-02-07 2020-01-07
5. DOW INC.   2018-01-31 2020-01-07
9. DOW INC.   2018-01-12 2020-01-07
8. DOW INC.   2017-09-28 2020-01-07
923. DOW INC.   2014-03-04 2020-01-07
15. DOW INC.   2017-07-26 2020-01-07
31. DOW INC.   2017-06-26 2020-01-07
34. DOW INC.   2016-11-10 2020-01-07
26. DOW INC.   2015-08-24 2020-01-07
22. DOW INC.   2015-08-12 2020-01-07
60. DOW INC.   2015-03-04 2020-01-07
72. DOW INC.   2015-01-21 2020-01-07
24. DOW INC.   2013-10-21 2020-01-07
37. DOW INC.   2013-10-22 2020-01-07
397. DOW INC.   2019-07-11 2020-01-07
28. DOW INC.   2013-10-23 2020-01-07
198. MSC INDUSTRIAL DIRECT CO INC   2019-07-12 2020-01-07
219. INFOSYS LTD   2018-11-26 2020-03-03
370. INFOSYS LTD   2019-03-28 2020-03-03
560. INFOSYS LTD   2018-05-02 2020-03-03
100. INFOSYS LTD   2018-12-03 2020-03-03
58. INFOSYS LTD   2018-11-20 2020-03-03
236. INFOSYS LTD   2018-01-12 2020-03-03
112. INFOSYS LTD   2018-04-04 2020-03-03
108. INFOSYS LTD   2018-03-14 2020-03-03
110. INFOSYS LTD   2018-03-06 2020-03-03
458. INFOSYS LTD   2018-05-23 2020-03-03
462. INFOSYS LTD   2018-02-14 2020-03-03
272. INFOSYS LTD   2018-02-07 2020-03-03
110. INFOSYS LTD   2018-01-31 2020-03-03
806. INFOSYS LTD   2017-10-31 2020-03-03
830. INFOSYS LTD   2018-09-10 2020-03-03
210. INFOSYS LTD   2017-09-28 2020-03-03
210. INFOSYS LTD   2018-06-13 2020-03-03
572. INFOSYS LTD   2018-08-09 2020-03-03
290. INFOSYS LTD   2018-09-04 2020-03-03
114. INFOSYS LTD   2018-02-27 2020-03-03
123. INTERNATIONAL PAPER CO   2017-07-26 2020-03-03
176. INTERNATIONAL PAPER CO   2015-01-21 2020-03-03
160. INTERNATIONAL PAPER CO   2015-03-04 2020-03-03
64. INTERNATIONAL PAPER CO   2015-08-12 2020-03-03
71. INTERNATIONAL PAPER CO   2015-08-24 2020-03-03
106. INTERNATIONAL PAPER CO   2017-06-26 2020-03-03
26. INTERNATIONAL PAPER CO   2017-09-28 2020-03-03
43. INTERNATIONAL PAPER CO   2018-11-26 2020-03-03
21. INTERNATIONAL PAPER CO   2018-12-03 2020-03-03
87. INTERNATIONAL PAPER CO   2019-03-28 2020-03-03
87. INTERNATIONAL PAPER CO   2019-05-16 2020-03-03
139. INTERNATIONAL PAPER CO   2019-06-27 2020-03-03
4. CARRIER GLOBAL CORP REG   2018-02-27 2020-04-16
4. CARRIER GLOBAL CORP REG   2018-03-14 2020-04-16
4. CARRIER GLOBAL CORP REG   2018-04-04 2020-04-16
21. CARRIER GLOBAL CORP REG   2018-05-02 2020-04-16
16. CARRIER GLOBAL CORP REG   2018-05-23 2020-04-16
8. CARRIER GLOBAL CORP REG   2018-06-13 2020-04-16
12. CARRIER GLOBAL CORP REG   2018-09-04 2020-04-16
32. CARRIER GLOBAL CORP REG   2018-09-10 2020-04-16
8. CARRIER GLOBAL CORP REG   2018-11-26 2020-04-16
4. CARRIER GLOBAL CORP REG   2018-12-03 2020-04-16
24. CARRIER GLOBAL CORP REG   2019-03-28 2020-04-16
30. CARRIER GLOBAL CORP REG   2019-05-16 2020-04-16
4. CARRIER GLOBAL CORP REG   2018-03-06 2020-04-16
16. CARRIER GLOBAL CORP REG   2018-02-14 2020-04-16
314. CARRIER GLOBAL CORP REG   2016-02-02 2020-04-16
81. CARRIER GLOBAL CORP REG   2015-01-21 2020-04-16
75. CARRIER GLOBAL CORP REG   2015-03-04 2020-04-16
31. CARRIER GLOBAL CORP REG   2015-08-12 2020-04-16
34. CARRIER GLOBAL CORP REG   2015-08-24 2020-04-16
49. CARRIER GLOBAL CORP REG   2017-06-26 2020-04-16
9. CARRIER GLOBAL CORP REG   2018-02-07 2020-04-16
13. CARRIER GLOBAL CORP REG   2017-09-28 2020-04-16
50. CARRIER GLOBAL CORP REG   2017-10-31 2020-04-16
15. CARRIER GLOBAL CORP REG   2018-01-12 2020-04-16
4. CARRIER GLOBAL CORP REG   2018-01-31 2020-04-16
47. CARRIER GLOBAL CORP REG   2019-06-27 2020-04-16
23. CARRIER GLOBAL CORP REG   2018-08-09 2020-04-16
55. CENTURYLINK INC   2018-11-26 2020-04-16
244. CENTURYLINK INC   2017-06-26 2020-04-16
26. CENTURYLINK INC   2018-12-03 2020-04-16
29. CENTURYLINK INC   2018-03-14 2020-04-16
104. CENTURYLINK INC   2018-05-23 2020-04-16
154. CENTURYLINK INC   2017-07-26 2020-04-16
405. CENTURYLINK INC   2017-10-31 2020-04-16
57. CENTURYLINK INC   2018-01-12 2020-04-16
28. CENTURYLINK INC   2018-01-31 2020-04-16
70. CENTURYLINK INC   2018-02-07 2020-04-16
115. CENTURYLINK INC   2018-02-14 2020-04-16
27. CENTURYLINK INC   2018-02-27 2020-04-16
27. CENTURYLINK INC   2018-03-06 2020-04-16
29. CENTURYLINK INC   2018-04-04 2020-04-16
134. CENTURYLINK INC   2018-05-02 2020-04-16
56. CENTURYLINK INC   2018-06-13 2020-04-16
143. CENTURYLINK INC   2018-08-09 2020-04-16
69. CENTURYLINK INC   2018-09-04 2020-04-16
197. CENTURYLINK INC   2018-09-10 2020-04-16
97. CENTURYLINK INC   2017-09-28 2020-04-16
12. SIMON PROPERTY GROUP INC   2019-05-16 2020-04-16
11. SIMON PROPERTY GROUP INC   2019-03-28 2020-04-16
19. SIMON PROPERTY GROUP INC   2019-06-27 2020-04-16
155. ING GROEP N V SPONSORED ADR   2017-07-26 2020-04-17
404. ING GROEP N V SPONSORED ADR   2017-10-31 2020-04-17
102. ING GROEP N V SPONSORED ADR   2017-09-28 2020-04-17
99. ING GROEP N V SPONSORED ADR   2018-01-12 2020-04-17
296. ING GROEP N V SPONSORED ADR   2018-05-02 2020-04-17
50. ING GROEP N V SPONSORED ADR   2018-01-31 2020-04-17
665. ING GROEP N V SPONSORED ADR   2018-09-10 2020-04-17
226. ING GROEP N V SPONSORED ADR   2018-09-04 2020-04-17
402. ING GROEP N V SPONSORED ADR   2018-08-09 2020-04-17
127. ING GROEP N V SPONSORED ADR   2018-02-07 2020-04-17
255. ING GROEP N V SPONSORED ADR   2018-05-23 2020-04-17
132. ING GROEP N V SPONSORED ADR   2018-06-13 2020-04-17
59. ING GROEP N V SPONSORED ADR   2018-04-04 2020-04-17
57. ING GROEP N V SPONSORED ADR   2018-03-14 2020-04-17
55. ING GROEP N V SPONSORED ADR   2018-03-06 2020-04-17
55. ING GROEP N V SPONSORED ADR   2018-02-27 2020-04-17
221. ING GROEP N V SPONSORED ADR   2018-02-14 2020-04-17
445. ING GROEP N V SPONSORED ADR   2017-06-26 2020-04-17
3000. U.S. TREASURY NOTE   2013-10-01 2020-05-15
5000. U.S. TREASURY NOTE   2011-03-30 2020-05-15
14000. U.S. TREASURY NOTE   2010-06-11 2020-05-15
108. DELTA AIR LINES INC   2018-08-09 2020-05-22
50. DELTA AIR LINES INC   2018-09-04 2020-05-22
149. DELTA AIR LINES INC   2018-09-10 2020-05-22
35. DELTA AIR LINES INC   2018-11-26 2020-05-22
36. DELTA AIR LINES INC   2018-06-13 2020-05-22
59. DELTA AIR LINES INC   2019-03-28 2020-05-22
53. DELTA AIR LINES INC   2019-05-16 2020-05-22
78. DELTA AIR LINES INC   2019-06-27 2020-05-22
75. DELTA AIR LINES INC   2018-05-23 2020-05-22
94. DELTA AIR LINES INC   2018-05-02 2020-05-22
19. DELTA AIR LINES INC   2018-04-04 2020-05-22
17. DELTA AIR LINES INC   2018-03-14 2020-05-22
18. DELTA AIR LINES INC   2018-03-06 2020-05-22
18. DELTA AIR LINES INC   2018-02-27 2020-05-22
76. DELTA AIR LINES INC   2018-02-14 2020-05-22
45. DELTA AIR LINES INC   2018-02-07 2020-05-22
17. DELTA AIR LINES INC   2018-01-31 2020-05-22
33. DELTA AIR LINES INC   2018-01-12 2020-05-22
16. DELTA AIR LINES INC   2018-12-03 2020-05-22
167. SCHLUMBERGER LTD   2013-10-10 2020-05-22
10. SCHLUMBERGER LTD   2013-10-31 2020-05-22
44. SCHLUMBERGER LTD   2014-02-26 2020-05-22
59. SCHLUMBERGER LTD   2017-07-26 2020-05-22
100000. WAL-MART STORES INC   2018-02-26 2020-07-08
.25 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-08-05
100000. JOHNSON & JOHNSON   2017-08-28 2020-09-01
100000. JOHNSON & JOHNSON   2018-03-14 2020-09-01
102. WELLS FARGO & CO   2018-08-09 2020-09-30
68. WELLS FARGO & CO   2018-02-14 2020-09-30
17. WELLS FARGO & CO   2018-03-06 2020-09-30
17. WELLS FARGO & CO   2018-03-14 2020-09-30
19. WELLS FARGO & CO   2018-04-04 2020-09-30
95. WELLS FARGO & CO   2018-05-02 2020-09-30
73. WELLS FARGO & CO   2018-05-23 2020-09-30
36. WELLS FARGO & CO   2018-06-13 2020-09-30
51. WELLS FARGO & CO   2018-09-04 2020-09-30
149. WELLS FARGO & CO   2018-09-10 2020-09-30
873. WELLS FARGO & CO   2018-09-14 2020-09-30
37. WELLS FARGO & CO   2018-11-26 2020-09-30
18. WELLS FARGO & CO   2018-12-03 2020-09-30
81. WELLS FARGO & CO   2019-03-28 2020-09-30
86. WELLS FARGO & CO   2019-05-16 2020-09-30
16. WELLS FARGO & CO   2018-02-27 2020-09-30
41. WELLS FARGO & CO   2018-02-07 2020-09-30
58. WELLS FARGO & CO   2015-08-24 2020-09-30
129. WELLS FARGO & CO   2019-06-27 2020-09-30
186. WELLS FARGO & CO   2014-05-29 2020-09-30
185. WELLS FARGO & CO   2015-01-21 2020-09-30
164. WELLS FARGO & CO   2015-03-04 2020-09-30
15. WELLS FARGO & CO   2018-01-31 2020-09-30
53. WELLS FARGO & CO   2015-08-12 2020-09-30
2000. WELLS FARGO & CO   2016-10-03 2020-09-30
170. WELLS FARGO & CO   2017-06-26 2020-09-30
34. WELLS FARGO & CO   2017-09-28 2020-09-30
133. WELLS FARGO & CO   2017-10-31 2020-09-30
32. WELLS FARGO & CO   2018-01-12 2020-09-30
100000. PEPSICO INC   2018-02-16 2020-11-02
296.13 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-11-13
41.88 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-11-13
.37 VIATRIS INC   2012-08-14 2020-11-20
90000. TORONTO-DOMINION BANK   2018-02-26 2020-12-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,422   1,896 -474
b 3,951   3,989 -38
c 6,217   5,992 225
d 1,528   1,606 -78
e 1,317   1,287 30
316   347 -31
580   615 -35
1,001   1,299 -298
580   773 -193
263   368 -105
474   658 -184
421   530 -109
48,627   44,572 4,055
790   962 -172
1,633   1,916 -283
1,791   1,786 5
1,370   1,001 369
1,159   971 188
3,161   2,907 254
3,793   3,133 660
1,264   967 297
1,949   1,499 450
20,915   18,911 2,004
1,475   1,125 350
15,139   14,335 804
2,287   1,996 291
3,864   4,013 -149
5,848   4,997 851
1,044   991 53
606   527 79
2,465   1,991 474
1,170   985 185
1,128   992 136
1,149   993 156
4,783   3,990 793
4,825   3,993 832
2,841   2,397 444
1,149   991 158
8,418   5,987 2,431
8,668   8,579 89
2,193   1,498 695
2,193   1,989 204
5,974   5,983 -9
3,029   3,006 23
1,191   1,000 191
4,661   6,963 -2,302
6,670   9,623 -2,953
6,064   9,023 -2,959
2,425   2,967 -542
2,691   2,975 -284
4,017   5,988 -1,971
985   1,477 -492
1,630   1,968 -338
796   986 -190
3,297   3,979 -682
3,297   3,980 -683
5,268   5,971 -703
51   92 -41
51   89 -38
51   84 -33
270   430 -160
206   349 -143
103   175 -72
154   271 -117
411   734 -323
103   178 -75
51   85 -34
308   523 -215
385   696 -311
51   90 -39
206   343 -137
4,034   4,601 -567
1,041   1,653 -612
963   1,555 -592
398   518 -120
437   524 -87
629   1,028 -399
116   203 -87
167   259 -92
642   1,028 -386
193   350 -157
51   95 -44
604   1,033 -429
295   530 -235
537   1,009 -472
2,381   5,729 -3,348
254   491 -237
283   507 -224
1,015   2,000 -985
1,503   3,352 -1,849
3,952   7,273 -3,321
556   989 -433
273   497 -224
683   1,203 -520
1,122   1,973 -851
263   490 -227
263   490 -227
283   490 -207
1,308   2,497 -1,189
546   997 -451
1,395   3,001 -1,606
673   1,483 -810
1,922   4,294 -2,372
947   1,816 -869
677   2,119 -1,442
621   2,002 -1,381
1,072   3,036 -1,964
809   2,850 -2,041
2,109   7,485 -5,376
532   1,867 -1,335
517   2,000 -1,483
1,545   4,996 -3,451
261   988 -727
3,471   8,595 -5,124
1,180   2,996 -1,816
2,098   5,994 -3,896
663   2,404 -1,741
1,331   3,991 -2,660
689   1,995 -1,306
308   982 -674
298   992 -694
287   985 -698
287   986 -699
1,154   3,988 -2,834
2,323   7,505 -5,182
3,000   3,000  
5,000   5,000  
14,000   14,000  
2,419   5,999 -3,580
1,120   2,942 -1,822
3,338   8,575 -5,237
784   1,998 -1,214
806   1,972 -1,166
1,322   2,972 -1,650
1,187   2,957 -1,770
1,747   4,468 -2,721
1,680   3,988 -2,308
2,106   4,990 -2,884
426   1,007 -581
381   964 -583
403   970 -567
403   965 -562
1,702   3,959 -2,257
1,008   2,406 -1,398
381   967 -586
739   1,986 -1,247
358   960 -602
2,893   14,838 -11,945
173   948 -775
762   4,080 -3,318
1,022   3,992 -2,970
100,000   100,000  
1   1  
100,000   100,000  
100,000   100,000  
2,418   5,980 -3,562
1,612   3,955 -2,343
403   971 -568
403   975 -572
450   982 -532
2,252   5,002 -2,750
1,730   3,996 -2,266
853   1,993 -1,140
1,209   2,980 -1,771
3,532   8,568 -5,036
20,692   47,950 -27,258
877   1,961 -1,084
427   977 -550
1,920   3,963 -2,043
2,038   3,969 -1,931
379   952 -573
972   2,369 -1,397
1,375   2,986 -1,611
3,058   5,994 -2,936
4,409   9,362 -4,953
4,385   9,638 -5,253
3,887   9,018 -5,131
356   989 -633
1,256   2,992 -1,736
47,403   87,942 -40,539
4,029   8,986 -4,957
806   1,835 -1,029
3,152   7,513 -4,361
758   2,010 -1,252
100,000   100,000  
937   1,466 -529
132   207 -75
6   4 2
90,000   89,378 622
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
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       -474
b       -38
c       225
d       -78
e       30
      -31
      -35
      -298
      -193
      -105
      -184
      -109
      4,055
      -172
      -283
      5
      369
      188
      254
      660
      297
      450
      2,004
      350
      804
      291
      -149
      851
      53
      79
      474
      185
      136
      156
      793
      832
      444
      158
      2,431
      89
      695
      204
      -9
      23
      191
      -2,302
      -2,953
      -2,959
      -542
      -284
      -1,971
      -492
      -338
      -190
      -682
      -683
      -703
      -41
      -38
      -33
      -160
      -143
      -72
      -117
      -323
      -75
      -34
      -215
      -311
      -39
      -137
      -567
      -612
      -592
      -120
      -87
      -399
      -87
      -92
      -386
      -157
      -44
      -429
      -235
      -472
      -3,348
      -237
      -224
      -985
      -1,849
      -3,321
      -433
      -224
      -520
      -851
      -227
      -227
      -207
      -1,189
      -451
      -1,606
      -810
      -2,372
      -869
      -1,442
      -1,381
      -1,964
      -2,041
      -5,376
      -1,335
      -1,483
      -3,451
      -727
      -5,124
      -1,816
      -3,896
      -1,741
      -2,660
      -1,306
      -674
      -694
      -698
      -699
      -2,834
      -5,182
       
       
       
      -3,580
      -1,822
      -5,237
      -1,214
      -1,166
      -1,650
      -1,770
      -2,721
      -2,308
      -2,884
      -581
      -583
      -567
      -562
      -2,257
      -1,398
      -586
      -1,247
      -602
      -11,945
      -775
      -3,318
      -2,970
       
       
       
       
      -3,562
      -2,343
      -568
      -572
      -532
      -2,750
      -2,266
      -1,140
      -1,771
      -5,036
      -27,258
      -1,084
      -550
      -2,043
      -1,931
      -573
      -1,397
      -1,611
      -2,936
      -4,953
      -5,253
      -5,131
      -633
      -1,736
      -40,539
      -4,957
      -1,029
      -4,361
      -1,252
       
      -529
      -75
      2
      622
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -253,081
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 4,250
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 4,250
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 4,250
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,636
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 6,636
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 2,386
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 2,386
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)
    bulletFL
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (212) 852-3049

    Located atbullet114 W 47TH ST NY8-114-07-07NEW YORKNY ZIP+4bullet100361501
    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
    BANK OF AMERICA N A TRUSTEE
    2     		102,538    
    114 W 47TH ST NY8-114-07-07
    NEW YORK,NY100361510
    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
    10,856,317
    b
    Average of monthly cash balances.......................
    1b
    483,646
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,339,963
    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
    11,339,963
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    170,099
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,169,864
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    558,493
    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
    558,493
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,250
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,250
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    554,243
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    554,243
    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
    554,243
    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
    666,523
    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
    666,523
    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
    666,523
    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 7 554,243
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 206,629
    b From 2016...... 95,491
    c From 2017...... 73,551
    d From 2018...... 110,021
    e From 2019...... 36,690
    fTotal of lines 3a through e........ 522,382
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 666,523
    a Applied to 2019, but not more than line 2a 0
    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..... 554,243
    e Remaining amount distributed out of corpus 112,280
    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 5 634,662
    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 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		206,629
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		428,033
    10 Analysis of line 9:
    a Excess from 2016.... 95,491
    b Excess from 2017.... 73,551
    c Excess from 2018.... 110,021
    d Excess from 2019.... 36,690
    e Excess from 2020.... 112,280
    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
    GOOD SHEPHERD REHABILITATION
    501 ST JOHN STREET
    ALLENTOWN,PA18103     		NONE PC GENERAL OPERATING 125,000
    WORLD CHALLENGE INC
    PO BOX 260
    LINDALE,TX757719990     		NONE PC GENERAL OPERATING 20,000
    BILLY GRAHAM EVANGELISTIC ASSC
    ATTN HOPE LONDEREE
    CHARLOTTE,NC282010001     		NONE PC GENERAL OPERATING 25,000
    CHRISTIAN HEALING MINISTRY
    438 W 67TH ST
    JACKSONVILLE,FL322083931     		NONE PC GENERAL OPERATING 10,000
    PRISON FELLOWSHIP MINISTRIES
    PLANNED GIVING DEPT
    PO BOX 1550
    Merrifield,VA20176     		NONE PC GENERAL OPERATING 50,000
    WORLD VISION INC
    ATTN GIFT PLANNING MS 353
    34834 WEYERHAEUSER WAY S
    FEDERAL WAY,WA98001     		NONE PC GENERAL OPERATING 170,000
    AFRICAN ENTERPRISE
    128 E PALM AVE
    Monrovia,CA910165108     		NONE PC GENERAL OPERATING 35,000
    WYCLIFFE ASSOCIATES INC
    11450 TRANSLATION WAY
    ORLANDO,FL328620143     		NONE PC GENERAL OPERATING 10,000
    DOOR OF HOPE
    PO BOX 90455
    PASADENA,CA911090455     		NONE PC GENERAL OPERATING 110,000
    CAMPUS CRUSADE FOR CHRISTINTL
    PO BOX 628222
    ORLANDO,FL328320100     		NONE PC GENERAL OPERATING 50,000
    Total .................................bullet 3a 605,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 353,695  
    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 -253,081  
    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)..   100,614  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    100,614
    (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 InvestmentsCorpBondsSchedule
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Name of Bond End of Year Book Value End of Year Fair Market Value
    797440BN3 SAN DIEGO G & E 50,018 50,824
    89233P5T9 TOYOTA MOTOR CREDIT 100,372 103,143
    912828ND8 U.S. TREASURY NOTE    
    36966TJS2 GENERAL ELEC CAP COR 53,225 54,964
    458140BD1 INTEL CORP 98,251 107,907
    68389XBA2 ORACLE CORP 50,001 50,664
    713448BR8 PEPSICO INC    
    912828SF8 U.S. TREASURY NOTE 2 73,381 75,553
    94974BFR6 WELLS FARGO & COMPAN 150,058 150,195
    532457BP2 ELI LILLY & CO 50,801 55,707
    717081DM2 PFIZER INC 100,744 109,891
    89236TBJ3 TOYOTA MOTOR CREDIT 100,007 100,904
    931142CU5 WAL-MART STORES INC    
    084664BT7 BERKSHIRE HATHAWAY F 100,110 103,814
    06406HBY4 BANK OF NEW YORK MEL 100,442 102,117
    172967FT3 CITIGROUP INC 10,529 11,469
    24422ETC3 JOHN DEERE CAPITAL C 100,133 112,596
    46625HRY8 JPMORGAN CHASE & CO 102,400 114,937
    58933YAR6 MERCK & CO INC 100,253 108,632
    594918BJ2 MICROSOFT CORP 100,148 111,794
    594918BQ6 MICROSOFT CORP 99,219 104,310
    68389XBD6 ORACLE CORP 51,144 57,590
    717081DH3 PFIZER INC 100,151 106,569
    037833AK6 APPLE INC 24,454 26,224
    084670BF4 BERKSHIRE HATHAWAY I 101,096 103,398
    191216BS8 COCA-COLA CO/THE 97,095 110,883
    191216BW9 COCA-COLA CO/THE 97,245 109,578
    478160AW4 JOHNSON & JOHNSON    
    437076BT8 HOME DEPOT INC 94,977 111,274
    713448CG1 PEPSICO INC 50,596 52,791
    89114QBC1 TORONTO-DOMINION BAN    
    931142DP5 WAL-MART STORES INC 103,082 108,989
    459200HP9 IBM CORP 101,385 108,039
    22160KAM7 COSTCO WHOLESALE COR 96,963 112,214
    25468PDK9 WALT DISNEY COMPANY/ 100,739 111,044
    341081FK8 FLORIDA POWER & LIGH 101,370 107,663
    36966TJT0 GENERAL ELEC CAP COR 65,328 67,320
    46625HJD3 JPMORGAN CHASE & CO 101,828 104,454
    3133EJBP3 FEDERAL FARM CREDIT 100,568 104,826
    822582CC4 SHELL INTERNATIONAL 99,832 105,373

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Name of Stock End of Year Book Value End of Year Fair Market Value
    68389X105 ORACLE CORP 16,908 32,345
    713448108 PEPSICO INC 123,792 188,489
    747525103 QUALCOMM INC 66,452 167,726
    904767704 UNILEVER PLC AMER SH 14,930 21,066
    911312106 UNITED PARCEL SERVIC 91,699 137,920
    46625H100 J P MORGAN CHASE & C 58,450 119,700
    87612E106 TARGET CORP 56,397 146,696
    931142103 WAL MART STORES INC 24,731 44,687
    00287Y109 ABBVIE INC 102,195 146,367
    037833100 APPLE INC 88,947 342,871
    291011104 EMERSON ELECTRIC CO 69,790 83,665
    456837103 ING GROEP N V SPONSO    
    594918104 MICROSOFT CORP COM 69,417 262,233
    636274409 NATIONAL GRID PLC 78,724 82,760
    717081103 PFIZER INC 130,978 150,222
    88579Y101 3M CO 396,315 499,200
    580135101 MC DONALDS CORPORATI 13,343 29,827
    80105N105 SANOFI-SYNTHELABO 97,661 96,257
    806857108 SCHLUMBERGER LTD    
    882508104 TEXAS INSTRUMENTS IN 19,967 31,841
    92343V104 VERIZON COMMUNICATIO 99,682 117,383
    92857W308 VODAFONE GROUP PLC 242,505 128,775
    949746101 WELLS FARGO & CO NEW    
    02079K107 ALPHABET INC SHS 13,857 52,556
    002824100 ABBOTT LABORATORIES 7,475 16,642
    031162100 AMGEN INC 40,077 68,976
    247361702 DELTA AIR LINES INC    
    37733W105 GLAXOSMITHKLINE PLC 57,698 53,838
    456788108 INFOSYS LTD    
    458140100 INTEL CORPORATION 150,953 218,311
    718172109 PHILIP MORRIS INTERN 128,195 123,605
    855244109 STARBUCKS CORP 9,555 15,084
    913017109 UNITED TECHNOLOGIES    
    369550108 GENERAL DYNAMICS COR 50,281 41,074
    064149107 BANK OF NOVA SCOTIA/ 44,779 40,638
    09062X103 BIOGEN IDEC INC 23,640 24,486
    25243Q205 DIAGEO PLC SPON ADR 65,726 83,216
    438516106 HONEYWELL INTERNATIO 42,468 58,918
    66987V109 NOVARTIS AG SPNSRD A 15,205 17,942
    000375204 ABB LTD 99,258 125,736
    126650100 CVS HEALTH CORP 102,356 110,851
    156700106 CENTURYLINK INC    
    172967424 CITIGROUP INC 16,793 33,050
    478160104 JOHNSON & JOHNSON 73,927 96,317
    58933Y105 MERCK AND CO INC SHS 93,546 134,806
    742718109 PROCTER & GAMBLE CO/ 136,474 229,164
    744320102 PRUDENTIAL FINANCIAL 39,563 31,228
    00206R102 AT&T INC 126,727 109,058
    11135F101 BROADCOM INC 122,088 203,600
    149123101 CATERPILLAR INC 33,677 70,806
    254687106 WALT DISNEY CO/THE 78,024 150,198
    29250N105 ENBRIDGE INC 53,258 50,288
    30231G102 EXXON MOBIL CORP 550,638 240,807
    370334104 GENERAL MILLS INC 64,672 78,498
    500754106 KRAFT HEINZ CO/THE 140,279 93,929
    548661107 LOWES COMPANIES INC 17,280 71,427
    57636Q104 MASTERCARD INC 13,752 101,014
    780259107 ROYAL DUTCH SHELL PL 107,780 59,725
    874039100 TAIWAN SEMICONDUCTOR 14,826 41,980
    17275R102 CISCO SYSTEMS INC 180,288 281,433
    260003108 DOVER CORP 3,242 15,529
    718546104 PHILLIPS 66 96,497 75,815
    09247X101 BLACKROCK INC 31,300 51,951
    20030N101 COMCAST CORP 67,934 112,922
    37045V100 GENERAL MOTORS CO 162,457 187,796
    459200101 INTERNATIONAL BUSINE 320,497 223,689
    460146103 INTERNATIONAL PAPER    
    874060205 TAKEDA PHARMACEUTICA 5,998 6,206
    891160509 TORONTO-DOMINION BAN 65,981 62,852
    482480100 KLA-TENCOR CORP 11,857 26,409
    553530106 MSC INDUSTRIAL DIREC    
    G5960L103 MEDTRONIC PLC SHS 3,025 3,631
    21870Q105 CORESITE REALTY CORP 31,892 38,962
    493267108 KEYCORP NEW COM 9,995 9,518
    512807108 LAM RESH CORP COM 10,789 27,392
    828806109 SIMON PROPERTY GROUP    
    260557103 DOW INC    
    539830109 LOCKHEED MARTIN CORP 116,921 139,152
    26614N102 DUPONT DE NEMOURS IN 168,583 187,375
    87807B107 TC ENERGY CORP 74,130 67,432
    674599105 OCCIDENTAL PETROLEUM 116,204 46,841
    026874784 AMERICAN INTERNATION 29,762 43,993
    89832Q109 TRUIST FINL CORP 117,908 148,391
    68902V107 OTIS WORLDWIDE CORP 26,258 31,478
    756109104 REALTY INCOME CORP 2,370 2,922
    75513E101 RAYTHEON TECHNOLOGIE 70,416 80,449
    92556V106 VIATRIS INC 7,220 9,482

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464286319 ISHARES EMERGING MAR AT COST 105,661 96,240
    464287663 ISHARES CORE S&P U.S AT COST 89,987 102,303
    46434V621 ISHARES CORE DIVIDEN AT COST 119,941 149,161
    464288448 SHARES DJ EPAC SEL D AT COST 132,398 119,825
    464287671 ISHARES CORE S&P U.S AT COST 89,934 138,356
    486606106 KAYNE ANDERSON MLP I AT COST 12,478 2,754

    TY 2020 OtherDecreasesSchedule
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Description Amount
    ROC ADJ OF CY SALES 3,644
    COST BASIS ADJUSTMENT 1,394


    TY 2020 OtherExpensesSchedule
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 564 564   0


    TY 2020 OtherIncreasesSchedule
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Description Amount
    MUTUAL FUND TIMING ADJ 184


    TY 2020 TaxesSchedule
    Name:
    JEAN L POTTER FDTN
    EIN:
    47-1641626
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,216 5,216   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,158 0   0
    FEDERAL ESTIMATES - PRINCIPAL 6,636 0   0
    FOREIGN TAXES ON NONQUALIFIED 211 211   0