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
LAURA HARE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)111 WEST MONROE STREET TAX DIV 12W
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

20-6955819
B Telephone number (see instructions)

(312) 461-5154
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$10,414,005
J 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... 184,717 184,717  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 360,831
b Gross sales price for all assets on line 6a 3,160,941
7 Capital gain net income (from Part IV, line 2)... 360,831
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)....... 28 28  
12 Total. Add lines 1 through 11........ 545,576 545,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 90,817 45,408   45,408
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)... 5,789 955   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)....... 700     700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,306 46,363 0 46,108
25 Contributions, gifts, grants paid....... 385,112 385,112
26 Total expenses and disbursements. Add lines 24 and 25 482,418 46,363 0 431,220
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 63,158
b Net investment income (if negative, enter -0-) 499,213
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 231,593 248,311 248,311
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)....... 3,363,563 Click to see attachment4,175,488 7,477,858
c Investments—corporate bonds (attach schedule)....... 310,298 Click to see attachment211,902 200,832
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,609,256 Click to see attachment1,945,171 Click to see attachment2,487,004
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,514,710 6,580,872 10,414,005
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........ 6,514,710 6,580,872
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)..... 6,514,710 6,580,872
30 Total liabilities and net assets/fund balances (see instructions). 6,514,710 6,580,872
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
6,514,710
2
Enter amount from Part I, line 27a .....................
2
63,158
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,004
4
Add lines 1, 2, and 3 ..........................
4
6,580,872
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
6,580,872
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 20000. FED HERM ULTRA SHRT BND-INST   2018-05-18 2020-01-03
b 600. AGCO CORPORATION COMMON STOCK   2019-04-18 2020-02-18
c 10000. FED HERM ULTRA SHRT BND-INST   2018-05-18 2020-02-18
d 300. HUBBELL INC   2019-12-10 2020-02-18
e 300. VALMONT INDUSTRIES   2019-12-10 2020-02-20
1000. WYNDHAM DESTINATIONS INC   2019-06-06 2020-03-05
200. BOEING COMPANY COMMON STOCK   2016-03-09 2020-03-17
500. DARDEN RESTAURANTS INC US$0.01 COMMON STOCK   2016-01-05 2020-04-21
1000. ALLISON TRANSMISSION HOLDING   2019-06-11 2020-05-20
300. CURTISS-WRIGHT CORPORATION COMMON STOCK   2019-12-10 2020-05-20
1000. DOW INC   2020-01-03 2020-05-20
1400. ISHARES TRUST RUSSELL 2000 VALUE INDEX FUND   2016-12-07 2020-05-20
800. ISHARES IBOXX HIGH YLD CORP   2017-05-08 2020-05-20
2000. SYNCHRONY FINANCIAL   2019-01-11 2020-05-20
1200. TRUIST FINANCIAL CORP   2016-02-16 2020-05-20
1500. VANGUARD MID-CAP VALUE ETF   2018-10-03 2020-05-20
800. COGNIZANT TECH SOLUTIONS CORP COMMON STOCK CL A   2019-06-06 2020-06-15
1000. MARATHON PETROLEUM CORP COM   2016-03-09 2020-06-15
500. CITRIX SYSTEMS INC COMMON STOCK   2016-05-26 2020-06-23
100. COMCAST CORP-CLASS A   2019-06-06 2020-06-23
200. COMCAST CORP-CLASS A   2020-05-20 2020-06-23
300. HERSHEY FOODS CORPORATION COMMON STOCK   2019-08-07 2020-06-23
50. IDEXX CORPORATION COMMON STOCK 45168D10   2019-06-06 2020-06-23
1000. ISHARES TR S&P SMALL-CAP 600/   2017-05-08 2020-06-23
300. L3HARRIS TECHNOLOGIES INC   2017-07-07 2020-06-23
500. PACKAGING CORP AMER COMMON STOCK   2013-09-12 2020-06-23
1200. WESTERN DIGITAL CORPORATION COMMON STOCK   2019-01-11 2020-06-23
100000. HP INC 3.75% 01/12/2020   2011-06-20 2020-07-22
700. SIMON PPTY GROUP INC NEW COMMON STOCK   2020-06-15 2020-08-21
2000. BANK AMERICA CORP COMMON STOCK   2016-12-07 2020-08-28
2882.78 CONESTOGA SMALL CAP-INST   2019-01-11 2020-08-28
1300. ONEOK INC NEW COMMON STOCK   2020-06-23 2020-08-28
400. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2020-06-15 2020-08-28
1000. SOUTHWEST AIRLINES COMPANY COMMON STOCK   2014-01-02 2020-08-28
200. TARGET CORP COMMON STOCK   2020-05-20 2020-08-28
700. VALERO REFNG & MARKETING CO COMMON STOCK   2019-06-06 2020-08-28
600. ALLSTATE CORPORATION COMMON STOCK   2020-05-20 2020-10-20
400. CAMDEN PROPERTY TRUST SHARES OF BENEFICIAL INTEREST   2019-06-06 2020-10-20
500. CHEVRON TEXACO INC COMMON STOCK   2015-05-22 2020-10-20
50. CHIPOTLE MEXICAN GRILL INC   2019-12-10 2020-10-22
200. EDWARDS LIFESCIENCES CORP COMMON STOCK   2014-08-22 2020-11-02
50. NVIDIA CORP COMMON STOCK   2019-06-06 2020-11-02
11000. CHAMPLAIN MID CAP FUND-INS   2019-01-11 2020-11-25
100. DOLLAR GENERAL CORP   2018-07-30 2020-11-25
100. EDWARDS LIFESCIENCES CORP COMMON STOCK   2014-08-22 2020-11-25
15000. FED HERM ULTRA SHRT BND-INST   2018-05-18 2020-11-25
300. GENERAL DYNAMICS CORPORATION COMMON STOCK   2014-12-19 2020-11-25
25. IDEXX CORPORATION COMMON STOCK 45168D10   2016-12-07 2020-11-25
150. LOCKHEED MARTIN CORPORATION COMMON STOCK   2018-03-26 2020-11-25
25. NVIDIA CORP COMMON STOCK   2019-06-06 2020-11-25
250. UNION PACIFIC CORPORATION COMMON STOCK   2019-12-10 2020-11-25
.342 VIATRIS INC   2020-08-28 2020-11-25
161.3027 VIATRIS INC   2011-09-08 2020-11-25
61.6973 VIATRIS INC   2020-08-28 2020-11-25
400. ACCENTURE PLC-CL A   2012-05-02 2020-11-25
50. COSTCO WHSL CORP NEW COMMON STOCK   2010-11-15 2020-12-11
200. EDWARDS LIFESCIENCES CORP COMMON STOCK   2014-08-22 2020-12-11
25. VERTEX PHARMACEUTICALS INC COMMON STOCK   2020-05-20 2020-12-11
300. VERTEX PHARMACEUTICALS INC COMMON STOCK   2017-07-07 2020-12-11
CAPITAL GAIN DIVIDENDS P    
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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 183,000   181,800 1,200
b 39,824   43,694 -3,870
c 91,700   90,900 800
d 43,493   44,229 -736
e 40,192   43,121 -2,929
38,523   40,724 -2,201
22,666   24,529 -1,863
31,216   31,869 -653
36,083   44,038 -7,955
27,752   42,227 -14,475
36,041   52,883 -16,842
127,056   165,926 -38,870
64,704   69,948 -5,244
36,242   51,714 -15,472
40,501   43,518 -3,017
137,509   140,467 -2,958
43,860   29,375 14,485
37,862   37,248 614
72,508   33,797 38,711
3,889   4,092 -203
7,778   7,768 10
39,596   44,872 -5,276
16,342   12,935 3,407
170,426   151,523 18,903
55,694   33,585 22,109
49,619   27,164 22,455
54,383   48,103 6,280
101,252   99,521 1,731
44,826   51,848 -7,022
52,422   44,520 7,902
189,946   143,714 46,232
36,518   46,620 -10,102
15,520   13,049 2,471
38,801   18,970 19,831
30,012   23,953 6,059
38,334   50,412 -12,078
55,325   66,188 -10,863
36,659   42,088 -5,429
36,014   46,416 -10,402
64,056   41,015 23,041
14,658   3,280 11,378
25,367   10,789 14,578
274,450   182,750 91,700
21,372   9,794 11,578
8,523   1,640 6,883
138,000   136,350 1,650
46,028   42,168 3,860
11,230   2,894 8,336
56,556   51,265 5,291
13,049   3,555 9,494
52,139   43,061 9,078
6   5 1
2,663   1,308 1,355
1,019   936 83
99,982   26,048 73,934
18,668   3,290 15,378
16,794   3,280 13,514
5,556   7,102 -1,546
66,677   39,107 27,570
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
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      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
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      60
      60
      60
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       1,200
b       -3,870
c       800
d       -736
e       -2,929
      -2,201
      -1,863
      -653
      -7,955
      -14,475
      -16,842
      -38,870
      -5,244
      -15,472
      -3,017
      -2,958
      14,485
      614
      38,711
      -203
      10
      -5,276
      3,407
      18,903
      22,109
      22,455
      6,280
      1,731
      -7,022
      7,902
      46,232
      -10,102
      2,471
      19,831
      6,059
      -12,078
      -10,863
      -5,429
      -10,402
      23,041
      11,378
      14,578
      91,700
      11,578
      6,883
      1,650
      3,860
      8,336
      5,291
      9,494
      9,078
      1
      1,355
      83
      73,934
      15,378
      13,514
      -1,546
      27,570
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 360,831
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 6,939
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 6,939
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 6,939
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,400
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 3,539
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    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 ofbulletBMO HARRIS BANK NA, ATTN HECTOR AHUMADA Telephone no.bullet (312) 461-5154

    Located atbullet111 WEST MONROE STREET 12WCHICAGOIL ZIP+4bullet60603
    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
    BMO HARRIS BANK NA TRUSTEE
    1
    81,292    
    111 WEST MONROE STREET 111/10C
    CHICAGO,IL60603
    LENORE TEDESCO SELECTION COMMITTEE MEMBER
    1
    7,425    
    39 ACORN LANE
    CAPE MAY COURT HOUSE,NJ08210
    HELGA BEHROOZI SELECTION COMMITTEE MEMBER
    1
    1,050    
    4465 CLAIRBORNE WAY
    INDIANAPOLIS,IN46228
    VALITA M FREDLAND SELECTION COMMITTEE MEMBER
    1
    1,050    
    36 W 43 ST
    INDIANAPOLIS,IN46208
    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
    8,806,024
    b
    Average of monthly cash balances.......................
    1b
    315,436
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,121,460
    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
    9,121,460
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    136,822
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,984,638
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    449,232
    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
    449,232
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,939
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,939
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    442,293
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    442,293
    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
    442,293
    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
    431,220
    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
    431,220
    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
    431,220
    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 7 442,293
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 385,112
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 431,220
    a Applied to 2019, but not more than line 2a 385,112
    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..... 46,108
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    396,185
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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:
    BMO HARRIS BANK NA
    3929 RIVER CROSSING PARKWAY SUITE
    INDIANAPOLIS,IN46240
    (317) 472-3570
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    NO STANDARDIZED FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MAINTAINING ECOLOGICALLY SIGNIFICANT UNDEVELOPED LAND FOR PURPOSES OF PRESERVING IT IN ITS NATURAL STATE
    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
    NICHES LAND TRUST INC
    PO BOX 2790
    W LAFAYETTE,IN47996
    NONE PC PROGRAM SUPPORT 88,531
    SHIRLEY HEINZE LAND TRUST
    109 W 700 NORTH
    VALPARAISO,IN46385
    NONE PC PROGRAM SUPPORT 82,352
    LITTLE RIVER WETLANDS PROJECT INC
    5000 SMITH RD
    FORT WAYNE,IN46804
    NONE PC PROGRAM SUPPORT 25,000
    SYCAMORE LAND TRUST
    PO BOX 7801
    BLOOMINGTON,IN474077801
    NONE PC PROGRAM SUPPORT 39,229
    INDIANA NATURAL RESOURCES FOUNDATION
    PO BOX 1591
    INDIANAPOLIS,IN46202
    NONE PC PROGRAM SUPPORT 50,000
    WHITEWATER VALLEY LAND TRUST INC
    C/O MICHAEL HOFF TREASURER
    5106 STRAIGHTLINE PIKE
    RICHMOND,IN47374
    NONE PC PUBLIC SUPPORT 100,000
    Total .................................bullet 3a 385,112
    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....     14 184,717  
    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 ............
        18 360,831  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE
        1 28  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   545,576  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    545,576
    (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:
    LAURA HARE CHARITABLE TRUST
    EIN:
    20-6955819
    Name of Bond End of Year Book Value End of Year Fair Market Value
    05565QBR8 BP CAPITAL MARKETS P 108,722 100,809
    36962G4Y7 GENERAL ELECTRIC CO 103,180 100,023
    428236BF9 HP INC 3.75% 01/12/2    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LAURA HARE CHARITABLE TRUST
    EIN:
    20-6955819
    Name of Stock End of Year Book Value End of Year Fair Market Value
    001084102 AGCO CORP    
    00206R102 AT&T INC 89,907 86,798
    00287Y109 ABBVIE INC 45,168 75,005
    00724F101 ADOBE INC 54,582 100,024
    015351109 ALEXION PHARMACEUTIC 45,115 62,496
    01973R101 ALLISON TRANSMISSION    
    02079K107 ALPHABET INC-CL C 114,833 192,707
    02079K305 ALPHABET INC-CL A 135,375 192,790
    02209S103 ALTRIA GROUP INC 94,040 123,000
    023135106 AMAZON.COM INC 206,840 407,116
    03076C106 AMERIPRISE FINANCIAL 42,058 87,449
    031162100 AMGEN INC 34,329 68,976
    037833100 APPLE INC 133,116 477,684
    060505104 BANK OF AMERICA CORP    
    09247X101 BLACKROCK INC 30,591 72,154
    09260D107 BLACKSTONE GROUP INC 62,908 129,620
    097023105 BOEING CO/THE 65,325 64,218
    11135F101 BROADCOM INC 66,453 109,463
    149123101 CATERPILLAR INC 47,203 91,010
    156782104 CERNER CORP 14,475 54,936
    166764100 CHEVRON CORP    
    169656105 CHIPOTLE MEXICAN GRI    
    17275R102 CISCO SYSTEMS INC 27,705 67,125
    177376100 CITRIX SYSTEMS INC    
    192446102 COGNIZANT TECH SOLUT    
    20030N101 COMCAST CORP-CLASS A 27,015 78,600
    22160K105 COSTCO WHOLESALE COR 16,452 94,195
    22160N109 COSTAR GROUP INC 61,687 92,428
    231021106 CUMMINS INC 32,402 79,485
    231561101 CURTISS-WRIGHT CORP    
    235851102 DANAHER CORP 55,761 83,303
    237194105 DARDEN RESTAURANTS I    
    254709108 DISCOVER FINANCIAL S 32,096 90,530
    256677105 DOLLAR GENERAL CORP 39,177 84,120
    28176E108 EDWARDS LIFESCIENCES 16,400 91,230
    291011104 EMERSON ELECTRIC CO 51,317 72,333
    29250N105 ENBRIDGE INC 50,922 54,383
    30303M102 FACEBOOK INC-CLASS A 29,457 81,948
    34959E109 FORTINET INC 60,170 81,692
    369550108 GENERAL DYNAMICS COR    
    370334104 GENERAL MILLS INC 45,278 58,800
    375558103 GILEAD SCIENCES INC 24,475 40,782
    40412C101 HCA HEALTHCARE INC 38,604 82,230
    40434L105 HP INC 37,671 61,475
    427866108 HERSHEY CO/THE    
    438516106 HONEYWELL INTERNATIO 44,008 85,080
    443510607 HUBBELL INC    
    45168D104 IDEXX LABORATORIES I 20,257 87,477
    460146103 INTERNATIONAL PAPER 44,028 49,720
    46625H100 JPMORGAN CHASE & CO 22,674 76,242
    478160104 JOHNSON & JOHNSON 43,358 62,952
    494368103 KIMBERLY-CLARK CORP 24,888 53,932
    502431109 L3HARRIS TECHNOLOGIE    
    518439104 ESTEE LAUDER COMPANI 51,946 79,857
    539830109 LOCKHEED MARTIN CORP    
    56585A102 MARATHON PETROLEUM C    
    58933Y105 MERCK & CO. INC. 51,358 57,260
    594918104 MICROSOFT CORP 214,659 400,356
    67066G104 NVIDIA CORP 13,791 130,550
    693506107 PPG INDUSTRIES INC 30,032 72,110
    695156109 PACKAGING CORP OF AM    
    697435105 PALO ALTO NETWORKS I 43,196 106,617
    70450Y103 PAYPAL HOLDINGS INC 45,950 93,680
    717081103 PFIZER INC 40,771 66,258
    718172109 PHILIP MORRIS INTERN 99,339 132,464
    742718109 PROCTER & GAMBLE CO/ 34,192 83,484
    743315103 PROGRESSIVE CORP 39,280 79,104
    744320102 PRUDENTIAL FINANCIAL 65,732 93,684
    760759100 REPUBLIC SERVICES IN 38,320 57,780
    79466L302 SALESFORCE.COM INC 19,900 133,518
    81762P102 SERVICENOW INC 48,870 96,325
    844741108 SOUTHWEST AIRLINES C 58,092 55,932
    87165B103 SYNCHRONY FINANCIAL    
    874054109 TAKE-TWO INTERACTIVE 49,611 83,116
    89832Q109 TRUIST FINANCIAL COR    
    907818108 UNION PACIFIC CORP    
    91324P102 UNITEDHEALTH GROUP I 49,285 70,136
    91913Y100 VALERO ENERGY CORP    
    920253101 VALMONT INDUSTRIES    
    92343V104 VERIZON COMMUNICATIO 51,047 82,250
    92532F100 VERTEX PHARMACEUTICA    
    92826C839 VISA INC-CLASS A SHA 46,940 142,175
    931142103 WALMART INC 52,916 100,905
    94106L109 WASTE MANAGEMENT INC 41,485 82,551
    958102105 WESTERN DIGITAL CORP    
    98310W108 WYNDHAM DESTINATIONS    
    G1151C101 ACCENTURE PLC-CL A    
    G7945M107 SEAGATE TECHNOLOGY 63,650 93,240
    016255101 ALIGN TECHNOLOGY INC 47,073 53,438
    09857L108 BOOKING HOLDINGS INC 52,720 55,682
    172908105 CINTAS CORP 59,731 79,529
    174610105 CITIZENS FINANCIAL G 48,470 78,672
    184496107 CLEAN HARBORS INC 49,728 60,880
    437076102 HOME DEPOT INC 50,608 53,124
    574599106 MASCO CORP 46,049 54,930
    679580100 OLD DOMINION FREIGHT 58,132 58,554
    69370C100 PTC INC COM 41,716 47,844
    74736K101 QORVO INC 60,296 66,508
    747525103 QUALCOMM INC 64,455 121,872
    78409V104 S&P GLOBAL INC 50,312 49,310
    87612E106 TARGET CORP 59,883 88,265
    989207105 ZEBRA TECHNOLOGIES C 56,993 57,650
    G8060N102 SENSATA TECHNOLOGIES 50,840 52,740

    TY 2020 OtherAssetsSchedule
    Name:
    LAURA HARE CHARITABLE TRUST
    EIN:
    20-6955819
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    00766Y513 CHAMPLAIN MID CAP FU 182,750 0 0
    XXX-XX-XXXX CAMDEN PROPERTY TRUS 42,105 0 0
    XXX-XX-XXXX CONESTOGA SMALL CAP- 143,714 0 0
    31428Q747 FED HERM ULTRA SHRT 409,050 0 0
    46138E511 INVESCO PREFERRED ET 147,900 193,680 198,380
    XXX-XX-XXXX ISHARES RUSSELL MID- 202,318 202,318 513,250
    XXX-XX-XXXX ISHARES RUSSELL 2000 165,926 0 0
    XXX-XX-XXXX ISHARES S&P SMALL-CA 151,523 0 0
    XXX-XX-XXXX ISHARES IBOXX HIGH Y 244,488 217,154 218,250
    55273E848 MFS INTERNATIONAL GR 223,185 223,185 285,900
    78464A359 SPDR BBG BARC CONVER 109,140 109,140 165,580
    XXX-XX-XXXX VANGUARD S/T INVEST 279,416 279,416 289,813
    XXX-XX-XXXX VANGUARD FTSE EMERGI 167,274 167,274 250,550
    XXX-XX-XXXX VANGUARD MID-CAP VAL 140,467 0 0
    04314H592 ARTISAN DEVELOPING W   153,900 160,260
    XXX-XX-XXXX ISHARES IBOXX INVEST   337,396 345,325
    XXX-XX-XXXX SIMON PROPERTY GROUP   61,708 59,696


    TY 2020 OtherExpensesSchedule
    Name:
    LAURA HARE CHARITABLE TRUST
    EIN:
    20-6955819
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 700 0   700


    TY 2020 OtherIncreasesSchedule
    Name:
    LAURA HARE CHARITABLE TRUST
    EIN:
    20-6955819
    Description Amount
    COST BASIS ADJUSTMENT 3,004


    TY 2020 TaxesSchedule
    Name:
    LAURA HARE CHARITABLE TRUST
    EIN:
    20-6955819
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,434 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,400 0   0
    FOREIGN TAXES ON QUALIFIED FOR 653 653   0
    FOREIGN TAXES ON NONQUALIFIED 302 302   0