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
KINGSBURY MEMORIAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

81-6078134
B Telephone number (see instructions)

(503) 464-3580
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,411,917J 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... 27,754 27,687  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 60,580
b Gross sales price for all assets on line 6a 739,947
7 Capital gain net income (from Part IV, line 2)... 60,580
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 11 1  
12 Total. Add lines 1 through 11........ 88,345 88,268  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,507 14,856   1,651
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,368 348   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 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,376 15,205 0 3,151
25 Contributions, gifts, grants paid....... 62,000 62,000
26 Total expenses and disbursements. Add lines 24 and 25 81,376 15,205 0 65,151
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,969
b Net investment income (if negative, enter -0-) 73,063
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............. 63 60 60
2 Savings and temporary cash investments......... 39,058 43,309 43,309
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)....... 579,511 Click to see attachment558,853 846,148
c Investments—corporate bonds (attach schedule)....... 462,983 Click to see attachment332,540 341,893
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,051 Click to see attachment166,798 179,840
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment461 Click to see attachment667 Click to see attachment667
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,095,127 1,102,227 1,411,917
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........ 1,095,127 1,102,227
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)..... 1,095,127 1,102,227
30 Total liabilities and net assets/fund balances (see instructions). 1,095,127 1,102,227
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
1,095,127
2
Enter amount from Part I, line 27a .....................
2
6,969
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
131
4
Add lines 1, 2, and 3 ..........................
4
1,102,227
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,102,227
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 5. APPLE COMPUTER INC   2005-01-26 2020-01-09
b 3. BOEING COMPANY   2011-10-12 2020-01-09
c 20. PFIZER INC COM   2007-03-15 2020-01-09
d 5. MEDTRONIC PLC   2015-03-18 2020-01-09
e 62.112 CALVERT SHORT DURATION INCOME I   2019-05-20 2020-01-10
759.766 CALVERT SHORT DURATION INCOME I     2020-01-10
608.045 DOUBLELINE TOTAL RET BD I   2019-05-20 2020-01-14
15. BANK OF AMERICA CORP   2016-06-02 2020-01-17
467.29 DOUBLELINE TOTAL RET BD I     2020-01-17
688.705 PGIM TOTAL RETURN BOND CL R6   2019-06-12 2020-01-17
5. APPLE COMPUTER INC   2005-01-26 2020-01-24
10. INTEL CORP COM   2013-05-01 2020-01-24
183. ISHARES CORE TOTAL US BOND MARKETETF   2019-08-16 2020-01-24
5. J P MORGAN CHASE & CO   2009-08-07 2020-01-24
10. MICROSOFT CORP COM   2016-09-27 2020-01-24
10. ACCENTURE PLC CL A   2012-05-02 2020-01-24
4. CHUBB LTD   2017-09-13 2020-01-24
1062.669 CAUSEWAY EMERGING MARKETS INSTL     2020-02-10
200. ISHARES CORE MSCI EAFE ETF     2020-02-10
100. ISHARES CORE MSCI EAFE ETF     2020-02-11
50. ISHARES CORE TOTAL US BOND MARKETETF     2020-02-28
15. ABBVIE INC   2015-03-12 2020-03-02
282.805 PRUDENTIAL SHORT DURATION HIGH YIELD     2020-03-02
10000. U S TREASURY NT 2.625% 7/31/20     2020-03-02
6. CHUBB LTD     2020-03-02
220. ISHARES CORE MSCI EAFE ETF     2020-03-06
10000. U S TREASURY NT 2.625% 7/31/20   2018-08-16 2020-03-06
15000. U S TREASURY NT 2.625% 7/31/20     2020-03-06
15000. U S TREASURY NT 2.625% 8/15/20   2019-09-05 2020-03-10
25. MICROSOFT CORP COM     2020-03-26
20000. U S TREASURY NT 2.625% 8/15/20     2020-03-26
10000. U S TREASURY NT 2.750% 9/30/20   2019-09-05 2020-03-30
264.271 HARDING LOEVNER INTL EQTY     2020-03-31
29. ABBVIE INC     2020-04-03
1. AMAZON COM INC COM   2018-12-11 2020-04-03
632.715 BARON EMERGING MARKETS INSTITUTIONAL     2020-04-03
1551.351 BARON EMERGING MARKETS INSTITUTIONAL     2020-04-03
444.427 HARDING LOEVNER INTL EQTY     2020-04-03
8. PROCTER & GAMBLE CO   2005-01-05 2020-04-03
381.8 T ROWE PRICE SMALL CAP STOCK FD     2020-04-03
455.975 VANGUARD SMALL CAP INDEX FUND     2020-04-03
1292.819 PRUDENTIAL SHORT DURATION HIGH YIELD     2020-04-21
.5 OTIS WORLDWIDE CORP   2004-07-15 2020-04-23
25. CARRIER GLOBAL CORPORATION COM   2004-07-15 2020-05-01
15000. CITIBANK NA 3.050% 5/01/20   2018-07-17 2020-05-01
12. OTIS WORLDWIDE CORP   2004-07-15 2020-05-01
1. AMAZON COM INC COM   2018-12-04 2020-05-06
3. APPLE COMPUTER INC   2005-01-26 2020-05-06
21. INTEL CORP COM   2013-05-01 2020-05-06
251. ISHARES MSCI EAFE VALUE INDEX ETF     2020-05-06
19. MARATHON PETROLEUM CORP     2020-05-06
14. PROCTER & GAMBLE CO     2020-05-06
5. UNITEDHEALTH GRP INC COM   2019-03-08 2020-05-06
95.668 VANGUARD EQUITY INCOME ADM     2020-05-06
30. LYONDELLBASELL INDUSTRIES CL A   2019-06-05 2020-05-06
5. APPLE COMPUTER INC   2005-01-26 2020-05-13
11. BOEING COMPANY   2011-10-12 2020-05-13
1. MARATHON PETROLEUM CORP   2020-01-24 2020-05-13
80. MARATHON PETROLEUM CORP     2020-05-13
10. MICROSOFT CORP COM   2001-10-19 2020-05-13
4. UNITEDHEALTH GRP INC COM   2018-03-27 2020-05-13
1. COUNTRYWIDE FINANCIAL CORP   1911-11-11 2020-05-19
5. ELECTRONIC ARTS   2020-03-26 2020-06-01
13. LOWES COMPANIES INC   2014-06-26 2020-06-01
20. PNC FINL SVCS GROUP INC COM W/RIGHTS ATTACHED EXP 5/25/2010     2020-06-01
122. ISHARES MSCI EAFE VALUE INDEX ETF     2020-06-04
54. ISHARES MSCI EAFE VALUE INDEX ETF   2018-12-21 2020-06-04
50. ISHARES CORE MSCI EMERGING MKTS ETF   2020-01-17 2020-06-04
25. ISHARES CORE MSCI EMERGING MKTS ETF   2020-01-17 2020-06-04
117. ISHARES LEHMAN 20+ YR TREAS     2020-06-11
57. ISHARES RUSSELL MIDCAP VALUE ETF     2020-06-11
49. INVESCO QQQ TRUST ETF   2020-03-06 2020-07-09
153. ISHARES MSCI EAFE VALUE INDEX ETF   2018-12-21 2020-07-09
25000. EBAY INC 3.250% 10/15/20   2018-04-02 2020-07-23
36. INVESCO QQQ TRUST ETF     2020-07-29
86.957 CLEARBRIDGE INTERNATIONAL GROWTH   2019-11-14 2020-07-29
25000. U S TREASURY NT 2.750% 9/30/20   2019-05-15 2020-07-29
30. VANGUARD GROWTH VIPERS FUND     2020-07-29
81. ISHARES LEHMAN 20+ YR TREAS     2020-07-30
987. ISHARES CORE US TREASURY BOND ETF   2020-04-03 2020-07-30
50. ISHARES MSCI EAFE GROWTH INDEX ETF   2019-07-26 2020-07-31
59.102 PRICE T ROWE GROWTH STK FD INC COM     2020-07-31
23.199 VANGUARD MID CAP INDEX-ADM   2018-05-15 2020-07-31
1. ALPHABET INC CL C   2009-01-30 2020-08-27
1. AMAZON COM INC COM   2017-09-13 2020-08-27
3. APPLE COMPUTER INC   2005-01-26 2020-08-27
49. BP AMOCO P L C SPONSORED ADR     2020-08-27
40. BP AMOCO P L C SPONSORED ADR     2020-08-27
101. DELTA AIR LINES INC     2020-08-27
10. FACEBOOK INC A     2020-08-27
5. MICROSOFT CORP COM     2020-08-27
5. NIKE INC. CLASS B   2015-03-12 2020-08-27
15. PAYPAL HOLDINGS INC     2020-08-27
25. RAYTHEON TECHNOLOGIES CORP COM   2004-07-15 2020-08-27
3. SALESFORCE COM INC   2020-03-26 2020-08-27
5. WAL MART STORES INC   2015-07-29 2020-08-27
9. ALBEMARLE CORP   2020-01-09 2020-09-01
2. AMGEN INC   2019-06-05 2020-09-01
2. FACEBOOK INC A   2018-12-11 2020-09-01
3. WAL MART STORES INC   2016-01-11 2020-09-01
4. ABBOTT LABORATORIES   2019-12-13 2020-09-04
1. AMAZON COM INC COM   2017-05-17 2020-09-04
5. APPLE COMPUTER INC   2005-01-26 2020-09-04
2. COSTCO WHSL CORP NEW   2017-07-27 2020-09-04
64. INVESCO QQQ TRUST ETF     2020-09-04
2. MASTERCARD INC   2009-11-18 2020-09-04
3. MICROSOFT CORP COM   2006-08-09 2020-09-04
31. ISHARES MSCI EAFE GROWTH INDEX ETF     2020-09-16
34. ISHARES MSCI EAFE GROWTH INDEX ETF   2019-04-09 2020-10-01
1. ALPHABET INC CL C   2009-01-30 2020-10-09
10. CENTENE CORP COM   2019-03-19 2020-10-09
6. NIKE INC. CLASS B   2015-03-12 2020-10-09
74. ISHARES CORE TOTAL US BOND MARKETETF     2020-10-19
26.847 PRICE T ROWE GROWTH STK FD INC COM     2020-10-19
10000. MORGAN STANLEY C D 3.000% 10/26/20   2018-10-17 2020-10-26
1. ALPHABET INC CL A   2008-11-04 2020-10-27
7. APPLE COMPUTER INC   2005-01-26 2020-10-27
9. CENTENE CORP COM   2019-03-19 2020-10-27
23. CITIGROUP INC   2012-08-22 2020-10-27
84. ISHARES CORE TOTAL US BOND MARKETETF   2019-06-12 2020-10-27
117. VANGUARD SHORT-TERM T I P S     2020-10-27
25. ISHARES MSCI EAFE GROWTH INDEX ETF   2019-04-09 2020-11-05
10.911 VANGUARD MID CAP INDEX-ADM   2018-05-15 2020-11-06
1. BLACKROCK INC   2018-12-04 2020-11-11
8. CENTENE CORP COM     2020-11-11
13. WALT DISNEY CO   2012-08-07 2020-11-11
48. ISHARES MSCI EAFE GROWTH INDEX ETF     2020-11-11
3. MASTERCARD INC   2009-11-18 2020-11-11
7. MICROSOFT CORP COM   2006-08-09 2020-11-11
91.644 PRICE T ROWE GROWTH STK FD INC COM     2020-11-11
45.884 ROWE T PRICE MID CAP GROWTH FD INC     2020-11-11
5. STARBUCKS CORP   2010-10-18 2020-11-11
69. VANGUARD REIT ETF     2020-11-11
11. ALBEMARLE CORP     2020-11-18
10. APPLE COMPUTER INC   2005-01-26 2020-11-18
5. WALT DISNEY CO   2012-08-07 2020-11-18
19. LOWES COMPANIES INC   2014-06-26 2020-11-18
44.936 ROWE T PRICE MID CAP GROWTH FD INC   2019-03-19 2020-11-18
3. UNITEDHEALTH GRP INC COM   2018-03-27 2020-11-18
.9263 VIATRIS INC   2007-03-15 2020-11-30
20. VANGUARD GROWTH VIPERS FUND     2020-12-08
22.904 CLEARBRIDGE INTERNATIONAL GROWTH   2019-11-14 2020-12-09
43.456 ROWE T PRICE MID CAP GROWTH FD INC     2020-12-09
25000. CAPITAL ONE C D 2.200% 12/21/20   2018-01-02 2020-12-21
1899.657 DOUBLELINE TOTAL RET BD I     2020-12-22
10.291 VANGUARD 500 IDX ADML     2020-12-23
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,547   26 1,521
b 1,009   195 814
c 777   500 277
d 591   383 208
e 1,011   1,000 11
12,369   12,236 133
6,506   6,421 85
519   224 295
5,000   4,931 69
9,986   10,062 -76
1,605   26 1,579
686   240 446
20,822   20,807 15
669   214 455
1,663   576 1,087
2,093   651 1,442
609   580 29
13,475   12,433 1,042
12,942   11,958 984
6,533   5,721 812
5,801   5,664 137
1,310   864 446
2,506   2,590 -84
10,063   10,067 -4
894   497 397
12,650   11,687 963
10,083   9,999 84
15,124   15,032 92
15,130   15,118 12
3,827   1,325 2,502
20,198   20,145 53
10,130   10,105 25
5,071   5,719 -648
2,104   1,656 448
1,890   1,673 217
6,751   9,298 -2,547
16,553   19,992 -3,439
8,235   9,492 -1,257
908   445 463
13,772   13,471 301
23,250   30,500 -7,250
10,511   11,735 -1,224
24   12 12
423   194 229
15,000   14,986 14
601   280 321
2,352   1,670 682
906   15 891
1,255   504 751
9,137   12,585 -3,448
570   1,085 -515
1,607   762 845
1,476   1,185 291
6,164   6,034 130
1,567   2,429 -862
1,557   26 1,531
1,336   716 620
31   55 -24
2,450   3,798 -1,348
1,811   287 1,524
1,125   877 248
5     5
619   492 127
1,683   615 1,068
2,301   1,793 508
5,085   6,001 -916
2,251   2,388 -137
2,374   2,767 -393
1,187   1,384 -197
19,180   19,754 -574
4,316   5,494 -1,178
12,832   9,983 2,849
6,114   6,767 -653
25,000   25,123 -123
9,348   7,196 2,152
5,048   4,520 528
25,114   25,165 -51
6,410   5,751 659
13,841   13,576 265
27,853   27,898 -45
4,293   4,050 243
5,047   3,909 1,138
5,013   4,506 507
1,633   168 1,465
3,410   989 2,421
1,505   4 1,501
1,035   1,898 -863
845   1,756 -911
3,114   4,801 -1,687
2,941   1,529 1,412
1,140   127 1,013
556   242 314
3,073   1,286 1,787
1,529   648 881
808   457 351
684   362 322
814   654 160
503   349 154
589   286 303
420   192 228
417   347 70
3,294   955 2,339
604   6 598
693   304 389
18,219   11,871 6,348
674   46 628
647   74 573
2,836   2,491 345
3,080   2,669 411
1,515   168 1,347
641   605 36
785   290 495
8,717   8,220 497
2,461   1,775 686
10,000   9,985 15
1,588   184 1,404
806   9 797
553   544 9
987   700 287
9,892   9,276 616
5,938   5,730 208
2,328   1,962 366
2,554   2,119 435
668   409 259
555   453 102
1,786   650 1,136
4,572   3,758 814
997   68 929
1,516   172 1,344
8,628   5,754 2,874
5,028   4,260 768
474   69 405
5,789   4,854 935
1,408   794 614
1,193   13 1,180
722   250 472
2,818   898 1,920
4,960   3,976 984
1,043   658 385
16   10 6
4,971   3,265 1,706
1,495   1,191 304
4,966   2,947 2,019
25,000   24,963 37
20,383   20,500 -117
3,503   1,871 1,632
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
      3,336
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       1,521
b       814
c       277
d       208
e       11
      133
      85
      295
      69
      -76
      1,579
      446
      15
      455
      1,087
      1,442
      29
      1,042
      984
      812
      137
      446
      -84
      -4
      397
      963
      84
      92
      12
      2,502
      53
      25
      -648
      448
      217
      -2,547
      -3,439
      -1,257
      463
      301
      -7,250
      -1,224
      12
      229
      14
      321
      682
      891
      751
      -3,448
      -515
      845
      291
      130
      -862
      1,531
      620
      -24
      -1,348
      1,524
      248
      5
      127
      1,068
      508
      -916
      -137
      -393
      -197
      -574
      -1,178
      2,849
      -653
      -123
      2,152
      528
      -51
      659
      265
      -45
      243
      1,138
      507
      1,465
      2,421
      1,501
      -863
      -911
      -1,687
      1,412
      1,013
      314
      1,787
      881
      351
      322
      160
      154
      303
      228
      70
      2,339
      598
      389
      6,348
      628
      573
      345
      411
      1,347
      36
      495
      497
      686
      15
      1,404
      797
      9
      287
      616
      208
      366
      435
      259
      102
      1,136
      814
      929
      1,344
      2,874
      768
      405
      935
      614
      1,180
      472
      1,920
      984
      385
      6
      1,706
      304
      2,019
      37
      -117
      1,632
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 60,580
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,016
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,016
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,016
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,192
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,192
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 176
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet176 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMT
    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 ofbulletUS BANK Telephone no.bullet (406) 447-5253

    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
    US BANK N A TRUSTEE
    1     		16,507    
    PO BOX 0634
    MILWAUKEE,WI532010634
    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
    1,259,800
    b
    Average of monthly cash balances.......................
    1b
    25,375
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,285,175
    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
    1,285,175
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,278
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,265,897
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    63,295
    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
    63,295
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,016
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,016
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    62,279
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    62,279
    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
    62,279
    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
    65,151
    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
    65,151
    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
    65,151
    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 62,279
    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...... 2,987
    b From 2016...... 3,213
    c From 2017...... 0
    d From 2018...... 605
    e From 2019...... 6,306
    fTotal of lines 3a through e........ 13,111
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 65,151
    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..... 62,279
    e Remaining amount distributed out of corpus 2,872
    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 15,983
    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) ...     		2,987
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		12,996
    10 Analysis of line 9:
    a Excess from 2016.... 3,213
    b Excess from 2017.... 0
    c Excess from 2018.... 605
    d Excess from 2019.... 6,306
    e Excess from 2020.... 2,872
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    REBEKAH FINK - US BANK
    PO BOX 5000
    GREAT FALLS,MT59403
    (406) 455-1072
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ABOVE REPRESENTATIVE
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE AND EDUCATIONAL PURPOSES WITHIN MONTANA CONCENTRATING IN THE GREAT FALLS AREA.
    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
    MT SCHOOL FOR THE DEAF & BLIND FDN
    PO BOX 6576
    GREAT FALLS,MT59406     		NONE PC GENERAL OPERATING 3,522
    CHILDREN'S ONCOLOGY CAMP FOUNDATION
    PO BOX 1450
    MISSOULA,MT59806     		NONE PC GENERAL OPERATING 5,000
    AMERICAN DIABETES ASSOCIATION
    3203 3RD AVENUE NORTH STE 203
    BILLINGS,MT59101     		NONE PC GENERAL OPERATING 2,500
    EASTER SEALSGOODWILL-NRM
    4400 CENTRAL AVE
    GREAT FALLS,MT59405     		NONE PC GENERAL OPERATING 8,000
    PARIS GIBSON SQUARE MUSEUM OF ART
    1400 1ST AVENUE NORTH
    GREAT FALLS,MT59401     		NONE PC GENERAL OPERATING 2,500
    FLORENCE CRITTENTON HOME
    901 N HARRIS
    HELENA,MT59601     		NONE PC GENERAL OPERATING 1,500
    BENEFIS HEALTHCARE FOUNDATION
    PO BOX 7008
    GREAT FALLS,MT59406     		NONE PC GENERAL OPERATING 1,000
    GREAT FALLS CLINIC LEGACY FOUNDATION
    3010 15TH AVENUE SOUTH
    GREAT FALLS,MT59405     		NONE PC GENERAL OPERATING 1,000
    MIRACLE FLIGHTS FOR KIDS
    2764 N GREEN VALLEY PARKWAY 115
    GREEN VALLEY,NV89014     		NONE PC GENERAL OPERATING 2,500
    SHODAIR CHILDREN'S HOSPITAL
    PO BOX 5539
    HELENA,MT59604     		NONE PC GENERAL OPERATING 2,500
    CENTER FOR MENTAL HEALTH
    PO BOX 1653
    GREAT FALLS,MT59403     		NONE PC GENERAL OPERATING 3,000
    TRIGG-CM RUSSELL MUSEUM & FOUNDATION
    400 13TH STREET NORTH
    GREAT FALLS,MT594011498     		NONE PC GENERAL OPERATING 1,000
    EAGLE MOUNT
    PO BOX 2866
    GREAT FALLS,MT59403     		NONE PC GENERAL OPERATING 8,000
    GREAT FALLS AMERICAN LEGION BASEBALL
    PO BOX 2768
    GREAT FALLS,MT59403     		NONE PC GENERAL OPERATING 1,500
    INTERMOUNTAIN
    500 S LAMBORN ST
    HELENA,MT59601     		NONE PC GENERAL OPERATING 3,278
    SCOTTISH RITE CHILDHOOD LANGUAGE CTR
    1304 13TH STREET SOUTH
    GREAT FALLS,MT59405     		NONE PC GENERAL OPERATING 5,000
    SPECIAL OLYMPICS MONTANA INC
    PO BOX 3507
    GREAT FALLS,MT59403     		NONE PC GENERAL OPERATING 8,000
    ST PETER'S HEALTH FOUNDATION
    2475 BROADWAY
    HELENA,MT59601     		NONE PC GENERAL OPERATING 1,200
    UNIVERSITY OF PROVIDENCE
    1301 20TH STREET SOUTH
    GREAT FALLS,MT59403     		NONE PC GENERAL PURPOSE 1,000
    Total .................................bullet 3a 62,000
    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 27,754  
    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 60,580  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURN OF PY GRANT     		    1 10  
    bOTHER INCOME     1 1  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   88,345  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    88,345
    (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.)
    11 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Name of Bond End of Year Book Value End of Year Fair Market Value
    31420B300 FEDERATED INST HI YL 21,344 21,778
    13161T401 CALVERT SHORT DURATI    
    464287176 ISHARES BARCLAYS TIP 12,620 14,807
    057071854 BAIRD AGGREGATE BOND 75,932 78,889
    172967KK6 CITIGROUP INC 25,133 25,145
    278642AC7 EBAY INC    
    912828Y46 U S TREASURY NT    
    670700400 NUVEEN PREFERRED SEC 27,840 28,098
    949763WE2 WELLS FARGO BANK C D 5,000 5,156
    72369L107 PIONEER ILS INTERVAL 6,500 6,336
    14042RKX8 CAPITAL ONE C D    
    74442J406 PRUDENTIAL SHORT DUR    
    922020805 VANGUARD SHORT-TERM 12,655 13,286
    61690UAJ9 MORGAN STANLEY C D    
    17325FAN8 CITIBANK NA    
    90348JGZ7 UBS BANK USA C D 15,000 15,028
    9128285B2 U S TREASURY NT    
    912828NT3 U S TREASURY NT    
    024932154 AMERICAN CENTURY HIG 20,000 20,658
    74440B884 PGIM TOTAL RETURN BO 67,738 68,877
    464287226 ISHARES CORE TOTAL U 29,130 29,902
    258620103 DOUBLELINE TOTAL RET 13,648 13,933

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Name of Stock End of Year Book Value End of Year Fair Market Value
    172967424 CITIGROUP INC 882 1,788
    717081103 PFIZER INC 1,896 2,945
    548661107 LOWES CO INC    
    G5960L103 MEDTRONIC PLC 3,604 5,623
    922908645 VANGUARD MID-CAP IND 28,875 44,240
    779572106 T ROWE PRICE SMALL C    
    670678507 NUVEEN REAL ESTATE S 7,653 11,955
    46432F842 ISHARES CORE MSCI EA 37,611 49,192
    17275R102 CISCO SYSTEMS INC 4,204 5,639
    921921300 VANGUARD EQUITY INCO 5,296 7,276
    741479109 PRICE T ROWE GROWTH 20,263 28,058
    458140100 INTEL CORP 1,100 2,441
    149498107 CAUSEWAY EMERGING MA    
    06828M876 BARON EMERGING MARKE    
    03027X100 AMERICAN TOWER CORP 3,637 5,836
    808513105 SCHWAB CHARLES CORP 2,517 4,986
    00287Y109 ABBVIE INC    
    693475105 P N C FINANCIAL SERV    
    46434G103 ISHARES CORE MSCI EM 56,873 72,959
    56585A102 MARATHON PETROLEUM C    
    060505104 BANK OF AMERICA CORP 2,622 5,153
    742718109 PROCTER GAMBLE CO    
    G1151C101 ACCENTURE PLC CL A    
    254687106 DISNEY WALT CO 850 3,080
    30231G102 EXXON MOBIL CORP 2,167 2,556
    913017109 UNITED TECHNOLOGIES    
    855244109 STARBUCKS CORP 371 2,888
    037833100 APPLE INC 222 23,088
    30303M102 FACEBOOK INC A 3,792 8,468
    02079K107 ALPHABET INC CL C    
    H1467J104 CHUBB LTD 1,669 3,848
    654106103 NIKE INC 918 2,688
    22160K105 COSTCO WHSL CORP 2,290 6,028
    478160104 JOHNSON JOHNSON 2,321 7,239
    57636Q104 MASTERCARD INC 913 14,278
    713448108 PEPSICO INC 1,920 5,042
    464288877 ISHARES MSCI EAFE VA 21,367 21,665
    931142103 WAL MART STORES INC 1,616 4,469
    580135101 MCDONALDS CORP 801 3,219
    88579Y101 3M CO 3,791 5,943
    02079K305 ALPHABET INC CL A 879 8,763
    46625H100 J P MORGAN CHASE CO 2,743 8,132
    922908710 VANGUARD 500 INDEX A 18,195 35,727
    594918104 MICROSOFT CORP 2,241 20,240
    19765N245 COLUMBIA FDS SER DIV 53,000 58,170
    922908686 VANGUARD SMALL CAP I    
    097023105 BOEING CO    
    779556109 ROWE T PRICE MID-CAP 28,668 41,289
    922908553 VANGUARD REIT ETF    
    247361702 DELTA AIR LINES INC    
    91324P102 UNITED HEALTH GROUP 2,686 4,910
    023135106 AMAZON.COM INC 4,767 16,285
    09247X101 BLACKROCK INC 4,046 7,215
    70450Y103 PAYPAL HOLDINGS INC 2,301 6,323
    412295107 HARDING LOEVNER INTL    
    87807B107 TC ENERGY CORP 3,424 3,339
    055622104 BP PLC SPONS A D R    
    285512109 ELECTRONIC ARTS INC 2,940 4,452
    375558103 GILEAD SCIENCES INC 2,784 2,505
    438516106 HONEYWELL INTERNATIO 4,035 5,530
    464288885 ISHARES MSCI EAFE GR 16,172 21,595
    15135B101 CENTENE CORP COM 1,008 1,081
    464287499 ISHARES RUSSELL MIDC 46,247 57,993
    N53745100 LYONDELLBASELL INDUS    
    20030N101 COMCAST CORP CL A 3,585 4,297
    524686524 CLEARBRIDGE INTERNAT 13,289 18,440
    031162100 AMGEN INC 2,795 3,679
    464287200 ISHARES S P 500 E T 31,505 41,293
    012653101 ALBEMARLE CORP 1,277 2,803
    464287473 ISHARES RUSSELL MIDC 26,863 28,312
    922908736 VANGUARD GROWTH VIPE 28,121 42,561
    002824100 ABBOTT LABORATORIES 3,885 5,146
    00206R102 ATT INC 2,994 2,560
    278865100 ECOLAB INC 3,273 3,894
    87612E106 TARGET CORP 2,186 4,237
    79466L302 SALESFORCE COM INC 1,898 2,893
    437076102 HOME DEPOT INC 4,704 4,781
    776696106 ROPER INDS INC 1,774 2,155
    92556V106 VIATRIS INC 95 169
    12572Q105 CME GROUP INC 3,833 3,459
    882508104 TEXAS INSTRUMENTS IN 2,276 3,447
    87918A105 TELADOC INC 3,944 3,799
    127097103 CABOT OIL GAS CORP C 2,379 2,084

    TY 2020 InvestmentsOtherSchedule2
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464288521 ISHARES FTSE NAREIT AT COST 18,426 17,766
    025076878 AMERICAN CENTURY REA AT COST 13,500 14,598
    464288638 ISHARES BARCLAYS INT AT COST 50,509 51,100
    131582439 CALVERT HIGH YIELD B AT COST 13,000 13,854
    464287655 ISHARES RUSSELL 2000 AT COST 27,145 37,251
    808524870 SCHWAB U.S. TIPS ETF AT COST 16,718 17,507
    03463K406 ANGEL OAK MULTI STRA AT COST 27,500 27,764

    TY 2020 OtherAssetsSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME   0 0
    000000000 MISCELLANEOUS ENTRY 461 667 667


    TY 2020 OtherExpensesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 1 1   0


    TY 2020 OtherIncomeSchedule2
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURN OF PY GRANT 10 0  
    OTHER INCOME 1 1  


    TY 2020 OtherIncreasesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Description Amount
    ROC ADJ OF CY SALES 130
    ROUNDING 1


    TY 2020 TaxesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION
    EIN:
    81-6078134
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 272 272   0
    FEDERAL ESTIMATES - PRINCIPAL 1,020 0   0
    FOREIGN TAXES ON NONQUALIFIED 76 76   0