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
BESTENLEHNER D AND F EDUCATIONAL TR
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

46-3633660
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,563,628J 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... 58,693 58,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 114,171
b Gross sales price for all assets on line 6a 1,212,314
7 Capital gain net income (from Part IV, line 2)... 114,171
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 172,864 172,783  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,802 24,602   8,201
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 958 0 0 958
c Other professional fees (attach schedule).... Click to see attachment 6,300     6,300
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,889 1,567   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 14 14    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,963 26,183 0 15,459
25 Contributions, gifts, grants paid....... 90,000 90,000
26 Total expenses and disbursements. Add lines 24 and 25 132,963 26,183 0 105,459
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,901
b Net investment income (if negative, enter -0-) 146,600
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............. 3,082 4,466 4,466
2 Savings and temporary cash investments......... 70,222 67,184 67,184
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment511,452 779,684
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,958,366 Click to see attachment1,490,391 1,712,294
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,031,670 2,073,493 2,563,628
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,031,670 2,073,493
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,031,670 2,073,493
30 Total liabilities and net assets/fund balances (see instructions). 2,031,670 2,073,493
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,031,670
2
Enter amount from Part I, line 27a .....................
2
39,901
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,264
4
Add lines 1, 2, and 3 ..........................
4
2,073,835
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
342
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,073,493
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 51. ZOETIS INC   2017-04-25 2020-02-03
b 18. ZOETIS INC   2019-08-07 2020-02-03
c 50. AT & T INC     2020-02-12
d 3. ALPHABET INC CL C     2020-02-12
e 6. APPLE INC   2019-09-26 2020-02-12
13. APPLE INC   2014-02-14 2020-02-12
4. BLACKROCK INC     2020-02-12
26. CVS HEALTH CORPORATION     2020-02-12
26. CITIGROUP INC.   2019-07-31 2020-02-12
29. COGNIZANT TECH SOLUTIONS CRP COM   2019-08-07 2020-02-12
9. DIAGEO PLC - ADR   2019-08-07 2020-02-12
9. WALT DISNEY CO   2019-08-07 2020-02-12
11. ELECTRONIC ARTS INC   2019-02-15 2020-02-12
5. HOME DEPOT INC   2019-08-07 2020-02-12
10. ISHARES S&P MID-CAP 400 GROWTH   2019-10-18 2020-02-12
90. ISHARES S&P MID-CAP 400 GROWTH     2020-02-12
10. ISHARES RUSSELL 2000 ETF   2018-01-25 2020-02-12
15. ISHARES S&P MID-CAP 400 VALUE   2019-10-18 2020-02-12
122. ISHARES S&P MID-CAP 400 VALUE     2020-02-12
19. JPMORGAN CHASE & CO   2019-10-18 2020-02-12
77. MANULIFE FINANCIAL CORP   2019-10-18 2020-02-12
3. MICROSOFT CORP   2018-11-15 2020-02-12
25. MICROSOFT CORP     2020-02-12
27. MONDELEZ INTERNATIONAL INC   2019-08-07 2020-02-12
14. NIKE INC CL B   2019-08-07 2020-02-12
728.215 T ROWE PR REAL ESTATE-I #432     2020-02-12
548. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2017-01-18 2020-02-12
43. SUNCOR ENERGY INC NEW F   2018-11-26 2020-02-12
4. THERMO FISHER SCIENTIFIC INC   2019-08-07 2020-02-12
26. TORONTO DOMINION BK ONT COM NEW   2019-07-31 2020-02-12
26. TOTAL S.A. - ADR   2014-02-14 2020-02-12
1. UNION PACIFIC CORP   2018-11-15 2020-02-12
12. UNION PACIFIC CORP   2019-08-07 2020-02-12
2. UNITED PARCEL SERVICE-CL B   2018-11-26 2020-02-12
12. UNITED PARCEL SERVICE-CL B   2019-08-07 2020-02-12
1. UNITEDHEALTH GROUP INC   2018-11-15 2020-02-12
6. UNITEDHEALTH GROUP INC   2019-08-07 2020-02-12
255. VANGUARD SHORT TERM BOND ETF   2019-02-27 2020-02-12
157. VANGUARD SHORT TERM BOND ETF   2017-01-18 2020-02-12
12. EATON CORP PLC   2018-11-26 2020-02-12
4. HOME DEPOT INC   2019-08-07 2020-03-04
42. HOME DEPOT INC   2017-03-31 2020-03-04
5. THERMO FISHER SCIENTIFIC INC   2014-02-14 2020-03-04
51. EATON CORP PLC   2014-02-14 2020-03-04
29. CVS HEALTH CORPORATION   2014-02-14 2020-03-17
11. ELI LILLY & CO COM   2016-11-02 2020-03-17
21. MONDELEZ INTERNATIONAL INC   2018-07-17 2020-03-17
8. UNION PACIFIC CORP   2014-02-14 2020-03-17
29. EATON CORP PLC   2019-08-07 2020-03-17
50. EATON CORP PLC     2020-03-17
567.5 EATON VANCE GLOB MACRO ADV-I 208   2017-10-24 2020-04-03
39.796 FIDELITY NEW MRKTS INC-Z #3323   2015-10-01 2020-04-03
646. ISHARES CORE U.S. AGGREGATE ETF   2019-05-09 2020-04-03
309. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-04-03
72. PNC FINANCIAL SERVICES GROUP   2014-06-25 2020-04-03
537.307 PRINCIPAL HIGH YIELD-R6 #4264   2019-10-09 2020-04-03
772. VANGUARD INTERMEDIATE TERM B     2020-04-03
1398. VANGUARD FTSE DEVELOPED ETF     2020-04-03
37. VANGUARD FTSE EMERGING MARKETS ETF   2020-02-12 2020-04-03
1059. VANGUARD FTSE EMERGING MARKETS ETF     2020-04-03
48. EOG RESOURCES, INC     2020-04-27
78. EOG RESOURCES, INC     2020-04-27
17. ELECTRONIC ARTS INC   2018-12-24 2020-04-27
5. THERMO FISHER SCIENTIFIC INC   2014-02-14 2020-04-27
.744 RAYTHEON TECHNOLOGIES CORP   2019-09-10 2020-04-29
26. AT & T INC   2018-02-13 2020-05-12
6. APPLE INC   2014-02-14 2020-05-12
4. BLACKROCK INC   2016-02-04 2020-05-12
2. BOEING CO   2014-02-14 2020-05-12
2. BROADCOM INC   2019-07-03 2020-05-12
1. CME GROUP INC   2014-02-14 2020-05-12
60. CVS HEALTH CORPORATION   2014-02-14 2020-05-12
5. CELANESE CORP   2014-02-14 2020-05-12
18. CISCO SYSTEMS INC   2015-09-29 2020-05-12
14. CITIGROUP INC.   2014-06-24 2020-05-12
9. COGNIZANT TECH SOLUTIONS CRP COM   2016-09-20 2020-05-12
4. DIAGEO PLC - ADR   2014-02-14 2020-05-12
3. WALT DISNEY CO   2014-02-14 2020-05-12
5. ELECTRONIC ARTS INC   2018-12-24 2020-05-12
3. FIDELITY NATL INFORMATION SVCS INC   2019-06-11 2020-05-12
28. GILEAD SCIENCES INC   2014-02-14 2020-05-12
15. HAIN CELESTIAL GROUP INC   2016-02-04 2020-05-12
33. ISHARES S&P MID-CAP 400 GROWTH   2020-04-03 2020-05-12
246. ISHARES S&P MID-CAP 400 GROWTH     2020-05-12
389. ISHARES RUSSELL 2000 ETF   2018-01-25 2020-05-12
352. ISHARES S&P MID-CAP 400 VALUE     2020-05-12
104. ISHARES S&P MID-CAP 400 VALUE   2020-04-03 2020-05-12
39. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-05-12
9. JPMORGAN CHASE & CO   2014-02-14 2020-05-12
12. LAS VEGAS SANDS CORP     2020-05-12
3. ELI LILLY & CO COM   2016-11-02 2020-05-12
49. MANULIFE FINANCIAL CORP   2016-02-04 2020-05-12
6. MERCK & CO INC NEW   2016-03-16 2020-05-12
12. MICROSOFT CORP   2014-02-14 2020-05-12
53. MONDELEZ INTERNATIONAL INC   2018-07-17 2020-05-12
7. NIKE INC CL B   2017-10-23 2020-05-12
9160.244 PRINCIPAL HIGH YIELD-R6 #4264     2020-05-12
4. RAYTHEON TECHNOLOGIES CORP     2020-05-12
120.502 JAMES ALPHA GL REAL EST-I   2020-02-13 2020-05-12
5. SPIRIT AEROSYTSEMS HOLD-CL A   2016-11-02 2020-05-12
21. SUNCOR ENERGY INC NEW F   2015-09-29 2020-05-12
7. TJX COMPANIES INC   2014-02-14 2020-05-12
4. TARGET CORP   2014-02-14 2020-05-12
1. THERMO FISHER SCIENTIFIC INC   2014-02-14 2020-05-12
13. TORONTO DOMINION BK ONT COM NEW   2019-05-10 2020-05-12
14. TOTAL S.A. - ADR   2014-02-14 2020-05-12
8. UNILEVER N.V. - ADR   2020-02-04 2020-05-12
3. UNION PACIFIC CORP   2014-02-14 2020-05-12
5. UNITED PARCEL SERVICE-CL B   2014-02-14 2020-05-12
3. UNITEDHEALTH GROUP INC   2014-02-14 2020-05-12
28. VANGUARD FTSE DEVELOPED ETF   2016-03-16 2020-05-12
2. VISA INC-CLASS A SHRS   2020-03-17 2020-05-12
3. WASTE MANAGEMENT INC   2020-03-04 2020-05-12
4. MEDTRONIC PLC   2019-07-19 2020-05-12
4. TE CONNECTIVITY LTD   2016-11-08 2020-05-12
45. FLEXTRONICS INTL LTD   2018-03-08 2020-05-12
45. HAIN CELESTIAL GROUP INC     2020-05-19
32. TJX COMPANIES INC   2014-02-14 2020-05-19
15. ELECTRONIC ARTS INC   2018-12-24 2020-05-29
70. TJX COMPANIES INC     2020-05-29
65. TJX COMPANIES INC   2014-02-14 2020-05-29
2819.466 JAMES ALPHA GL REAL EST-I     2020-06-17
31. CVS HEALTH CORPORATION   2014-02-14 2020-07-20
29. COGNIZANT TECH SOLUTIONS CRP COM   2016-09-20 2020-07-20
4. APPLE INC   2014-02-14 2020-08-25
69. HAIN CELESTIAL GROUP INC     2020-08-25
42. TORONTO DOMINION BK ONT COM NEW   2019-05-10 2020-08-25
11. UNITED PARCEL SERVICE-CL B   2014-02-14 2020-08-25
45. APPLE INC   2014-02-14 2020-09-14
14. NIKE INC CL B   2017-10-23 2020-09-14
11. UNITED PARCEL SERVICE-CL B   2014-02-14 2020-09-14
22. TE CONNECTIVITY LTD     2020-09-14
1. ALPHABET INC CL C   2014-02-14 2020-09-25
28. APPLE INC   2014-02-14 2020-09-25
80.31 FIDELITY NEW MRKTS INC-Z #3323   2015-10-01 2020-09-25
434. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-25
340. ISHARES CORE U.S. AGGREGATE ETF   2019-05-09 2020-09-25
239. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-09-25
14. MICROSOFT CORP   2014-02-14 2020-09-25
782.943 TCW EMRG MKTS INCM-I 4721   2018-07-12 2020-09-25
7. UNITED PARCEL SERVICE-CL B   2014-02-14 2020-09-25
5. UNITEDHEALTH GROUP INC   2014-02-14 2020-09-25
1071. VANGUARD INTERMEDIATE TERM B     2020-09-25
197. VANGUARD INTERMEDIATE TERM B     2020-09-25
140. VANGUARD FTSE DEVELOPED ETF   2016-03-16 2020-09-25
26. APPLE INC   2014-02-14 2020-10-21
75. AT & T INC   2018-02-13 2020-11-02
40. CME GROUP INC   2014-02-14 2020-11-02
2. CME GROUP INC   2020-04-03 2020-11-02
19. NIKE INC CL B   2017-10-23 2020-11-02
513. FLEXTRONICS INTL LTD     2020-11-02
49. AT & T INC   2018-02-13 2020-11-03
8. SPIRIT AEROSYTSEMS HOLD-CL A   2020-04-03 2020-11-03
115. SPIRIT AEROSYTSEMS HOLD-CL A     2020-11-03
3. THERMO FISHER SCIENTIFIC INC   2014-02-14 2020-11-03
12. UNITED PARCEL SERVICE-CL B   2014-02-14 2020-11-03
7. BROADCOM INC   2019-07-03 2020-11-19
11. TARGET CORP   2014-02-14 2020-11-30
55. AT & T INC   2018-02-13 2020-12-09
2. ALPHABET INC CL C   2014-02-14 2020-12-09
34. APPLE INC   2014-02-14 2020-12-09
4. BLACKROCK INC     2020-12-09
23. BLACKSTONE GROUP INC/THE   2020-05-12 2020-12-09
8. BOEING CO   2014-02-14 2020-12-09
1. BOOKING HOLDINGS INC   2020-03-04 2020-12-09
6. BROADCOM INC   2019-07-03 2020-12-09
23. CVS HEALTH CORPORATION     2020-12-09
15. CELANESE CORP   2014-02-14 2020-12-09
48. CISCO SYSTEMS INC     2020-12-09
47. CITIGROUP INC.     2020-12-09
22. COGNIZANT TECH SOLUTIONS CRP COM     2020-12-09
12. DIAGEO PLC - ADR   2014-02-14 2020-12-09
11. WALT DISNEY CO   2014-02-14 2020-12-09
1726.571 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-24 2020-12-09
12. ELECTRONIC ARTS INC   2018-12-24 2020-12-09
9. FIDELITY NATL INFORMATION SVCS INC   2019-06-11 2020-12-09
1528. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-12-09
24. JPMORGAN CHASE & CO   2014-02-14 2020-12-09
6. LAM RESEARCH CORP COM   2018-09-25 2020-12-09
32. LAS VEGAS SANDS CORP     2020-12-09
9. ELI LILLY & CO COM   2016-11-02 2020-12-09
138. MANULIFE FINANCIAL CORP     2020-12-09
18. MERCK & CO INC NEW   2016-03-16 2020-12-09
19. MICROSOFT CORP   2014-02-14 2020-12-09
32. MONDELEZ INTERNATIONAL INC   2018-07-17 2020-12-09
16. NIKE INC CL B   2017-10-23 2020-12-09
3.00025 RAYTHEON TECHNOLOGIES CORP     2020-12-09
24.99975 RAYTHEON TECHNOLOGIES CORP   2019-09-10 2020-12-09
19. SYSCO CORP   2020-04-03 2020-12-09
11. TARGET CORP   2014-02-14 2020-12-09
3. THERMO FISHER SCIENTIFIC INC   2014-02-14 2020-12-09
29. TORONTO DOMINION BK ONT COM NEW   2019-05-10 2020-12-09
36. TOTAL S.A. - ADR   2014-02-14 2020-12-09
23. UNILEVER PLC - ADR   2020-02-04 2020-12-09
10. UNION PACIFIC CORP   2014-02-14 2020-12-09
5. UNITEDHEALTH GROUP INC   2014-02-14 2020-12-09
73. VANGUARD FTSE DEVELOPED ETF   2016-03-16 2020-12-09
152. VANGUARD MIDCAP VIPER   2019-10-18 2020-12-09
7. VISA INC-CLASS A SHRS   2020-03-17 2020-12-09
15. WASTE MANAGEMENT INC   2020-03-04 2020-12-09
13. MEDTRONIC PLC   2019-07-19 2020-12-09
12. TE CONNECTIVITY LTD   2016-11-09 2020-12-09
76. FLEXTRONICS INTL LTD   2019-02-15 2020-12-09
2. GILEAD SCIENCES INC   2020-04-03 2020-12-10
90. GILEAD SCIENCES INC     2020-12-10
8. LAM RESEARCH CORP COM   2018-09-25 2020-12-10
13. NIKE INC CL B   2017-10-23 2020-12-10
47. SUNCOR ENERGY INC NEW F     2020-12-10
23. TOTAL S.A. - ADR   2014-02-14 2020-12-10
10. UNION PACIFIC CORP   2014-02-14 2020-12-10
113. FLEXTRONICS INTL LTD     2020-12-21
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,912   2,812 4,100
b 2,440   2,151 289
c 1,904   1,955 -51
d 4,553   3,654 899
e 1,929   1,316 613
4,179   1,010 3,169
2,299   1,557 742
1,944   2,063 -119
2,075   1,850 225
2,003   1,791 212
1,452   1,479 -27
1,269   1,205 64
1,201   1,172 29
1,207   1,025 182
2,445   2,244 201
22,005   14,870 7,135
1,680   1,588 92
2,556   2,394 162
20,790   15,582 5,208
2,638   2,285 353
1,556   1,425 131
556   316 240
4,636   3,354 1,282
1,589   1,422 167
1,409   1,137 272
19,429   20,338 -909
21,462   20,129 1,333
1,277   1,395 -118
1,356   1,093 263
1,483   1,516 -33
1,291   1,593 -302
184   148 36
2,212   1,986 226
211   221 -10
1,269   1,367 -98
296   263 33
1,776   1,461 315
20,650   20,154 496
12,714   12,509 205
1,254   868 386
951   820 131
9,982   6,173 3,809
1,619   618 1,001
4,966   2,995 1,971
1,701   2,035 -334
1,528   805 723
1,036   901 135
1,025   720 305
2,152   2,204 -52
3,711   3,141 570
5,420   6,078 -658
505   581 -76
74,185   70,234 3,951
12,174   16,000 -3,826
6,458   6,367 91
3,278   3,810 -532
68,755   65,660 3,095
44,410   48,770 -4,360
1,211   1,635 -424
34,655   33,441 1,214
2,146   3,370 -1,224
3,487   8,227 -4,740
1,973   1,291 682
1,710   618 1,092
50   61 -11
768   954 -186
1,910   466 1,444
1,866   1,209 657
265   261 4
552   569 -17
182   77 105
3,821   4,210 -389
402   267 135
788   464 324
616   677 -61
492   483 9
568   496 72
326   238 88
584   380 204
387   365 22
2,234   2,280 -46
457   532 -75
6,836   5,598 1,238
50,959   38,071 12,888
50,523   61,776 -11,253
42,894   40,675 2,219
12,673   10,721 1,952
1,716   2,019 -303
806   524 282
571   493 78
478   220 258
604   672 -68
469   313 156
2,240   453 1,787
2,698   2,273 425
640   376 264
59,633   65,005 -5,372
232   317 -85
1,709   2,379 -670
95   273 -178
361   553 -192
340   210 130
484   225 259
337   124 213
535   721 -186
490   858 -368
395   470 -75
469   270 199
474   487 -13
875   221 654
1,005   987 18
367   316 51
303   360 -57
396   405 -9
298   261 37
438   837 -399
1,311   1,713 -402
1,615   962 653
1,798   1,139 659
3,703   3,783 -80
3,439   1,954 1,485
45,704   51,616 -5,912
1,979   2,175 -196
1,777   1,555 222
1,985   311 1,674
2,098   3,388 -1,290
2,040   2,331 -291
1,743   1,071 672
5,128   874 4,254
1,659   752 907
1,752   1,071 681
2,188   1,437 751
1,433   599 834
3,037   544 2,493
1,145   1,172 -27
5,885   5,163 722
40,147   36,965 3,182
12,149   12,376 -227
2,847   529 2,318
6,240   6,271 -31
1,119   681 438
1,456   368 1,088
99,965   89,469 10,496
18,388   17,720 668
5,589   4,937 652
3,063   505 2,558
2,054   2,751 -697
6,084   3,088 2,996
304   334 -30
2,326   1,021 1,305
7,053   7,959 -906
1,348   1,797 -449
157   154 3
2,253   7,307 -5,054
1,476   371 1,105
1,933   1,168 765
2,644   1,992 652
1,968   620 1,348
1,707   2,018 -311
3,638   1,198 2,440
4,234   661 3,573
2,844   1,353 1,491
1,438   1,226 212
1,909   1,043 866
2,095   1,725 370
2,519   1,707 812
1,707   1,594 113
1,975   800 1,175
2,133   1,205 928
2,772   2,306 466
1,767   1,152 615
1,892   1,487 405
1,714   874 840
18,854   18,526 328
1,575   912 663
1,353   1,096 257
22,268   18,177 4,091
2,945   1,397 1,548
3,051   923 2,128
1,875   1,474 401
1,392   659 733
2,490   1,840 650
1,501   939 562
4,088   718 3,370
1,854   1,372 482
2,249   860 1,389
224   240 -16
1,863   2,066 -203
1,458   771 687
1,903   620 1,283
1,425   371 1,054
1,631   1,609 22
1,630   2,206 -576
1,338   1,351 -13
2,038   900 1,138
1,744   368 1,376
3,398   2,574 824
30,994   25,506 5,488
1,493   1,107 386
1,748   1,800 -52
1,450   1,315 135
1,428   784 644
1,268   779 489
121   154 -33
5,447   6,628 -1,181
3,920   1,231 2,689
1,793   699 1,094
881   1,186 -305
1,050   1,409 -359
2,022   900 1,122
1,998   1,106 892
      34
      34
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      34
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      34
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      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
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      34
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       4,100
b       289
c       -51
d       899
e       613
      3,169
      742
      -119
      225
      212
      -27
      64
      29
      182
      201
      7,135
      92
      162
      5,208
      353
      131
      240
      1,282
      167
      272
      -909
      1,333
      -118
      263
      -33
      -302
      36
      226
      -10
      -98
      33
      315
      496
      205
      386
      131
      3,809
      1,001
      1,971
      -334
      723
      135
      305
      -52
      570
      -658
      -76
      3,951
      -3,826
      91
      -532
      3,095
      -4,360
      -424
      1,214
      -1,224
      -4,740
      682
      1,092
      -11
      -186
      1,444
      657
      4
      -17
      105
      -389
      135
      324
      -61
      9
      72
      88
      204
      22
      -46
      -75
      1,238
      12,888
      -11,253
      2,219
      1,952
      -303
      282
      78
      258
      -68
      156
      1,787
      425
      264
      -5,372
      -85
      -670
      -178
      -192
      130
      259
      213
      -186
      -368
      -75
      199
      -13
      654
      18
      51
      -57
      -9
      37
      -399
      -402
      653
      659
      -80
      1,485
      -5,912
      -196
      222
      1,674
      -1,290
      -291
      672
      4,254
      907
      681
      751
      834
      2,493
      -27
      722
      3,182
      -227
      2,318
      -31
      438
      1,088
      10,496
      668
      652
      2,558
      -697
      2,996
      -30
      1,305
      -906
      -449
      3
      -5,054
      1,105
      765
      652
      1,348
      -311
      2,440
      3,573
      1,491
      212
      866
      370
      812
      113
      1,175
      928
      466
      615
      405
      840
      328
      663
      257
      4,091
      1,548
      2,128
      401
      733
      650
      562
      3,370
      482
      1,389
      -16
      -203
      687
      1,283
      1,054
      22
      -576
      -13
      1,138
      1,376
      824
      5,488
      386
      -52
      135
      644
      489
      -33
      -1,181
      2,689
      1,094
      -305
      -359
      1,122
      892
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 114,171
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 2,038
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 2,038
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 2,038
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,140
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 898
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,038
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  
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)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK N A TRUSTEE
    1     		32,802    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,221,179
    b
    Average of monthly cash balances.......................
    1b
    53,306
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,274,485
    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
    2,274,485
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,117
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,240,368
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    112,018
    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
    112,018
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,038
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,038
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    109,980
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,069
    5
    Add lines 3 and 4............................
    5
    112,049
    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
    112,049
    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
    105,459
    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
    105,459
    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
    105,459
    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 7 112,049
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 48,275
    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$ 105,459
    a Applied to 2019, but not more than line 2a 48,275
    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..... 57,184
    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 ..........     		54,865
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DARLENE F BESTENLEHNER DALLAS CENTE
    4320 WADE HAMPTON BLVD
    TAYLORS,SC29687
    (866) 608-0001
    bThe form in which applications should be submitted and information and materials they should include:
    SCHOLARSHIP AWARD AGREEMENT- ONLLINE APPLICATION OFFICIAL TRANSCRIPT, SAT SCORES, PERSONAL ESSAY W-9 FORM, SAR REPORT, AND ANY ACADEMIC AWARDS
    cAny submission deadlines:
    MARCH 29
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRADUATES OF DALLAS CENTER-GRIMES DISTRICT OR BESTENLEHNER RECIPIENTS WHO HAVE A DALLAS CENTER, IA ADDRESS MUST BE FULL TIME STUDENT AND DEMONSTRATE FINANCIAL NEED
    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
    ALEX WINTER CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 3,500
    KOLE HICOK CO SIMPSON COLLEGE
    701 NORTH C STREET
    INDIANOLA,IA50125     		NONE I SCHOLARSHIP 3,750
    NILE HORAK CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 3,500
    WILLIAM HORAK CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 3,750
    SHELBY JOHNSON CO IOWA STATE
    UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 2,750
    ANNA PION CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 2,750
    GRACE PION CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 3,500
    MACKENZIE SCHUBEN CO NORTHWEST
    MISSOURI STATE UNIVERSITY
    800 UNIVERSITY DR
    MARYVILLE,MO64468     		NONE I SCHOLARSHIP 3,500
    LEVI WILLRICH CO UNIVERSITY OF IOWA
    208 CALVIN HALL
    IOWA CITY,IA52242     		NONE I SCHOLARSHIP 3,000
    AUBREE ALTMAN CO IOWA STATE
    UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    ANDREW BACHA CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    ALEXIS BERTE CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    MEGAN BESCH CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 561
    JENNA BOELTER CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    MADELYN CINK CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    COURTNEY KIRSCH CO IOWA STATE
    UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    AIDAN KOOB CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    GRACE MCGUIRE CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    AMANDA MILLER CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    EMORY MILLER CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 561
    LIVIA MILLER CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 561
    ERIC THUL CO IOWA STATE UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,682
    JOHNATHAN ZEIMET CO IOWA STATE
    UNIVERSITY
    515 MORRILL RD
    AMES,IA50011     		NONE I SCHOLARSHIP 1,122
    ALISA ALTMAN CO UNIVERSITY OF NORTHERN
    IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    CAROLINE BRADELY CO UNIVERSITY OF
    NORTHERN IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    SARAH BROWN CO UNIVERSITY OF NORTHERN
    IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    DRAKE BUSCHERFELD CO UNIVERSITY OF
    NORTHERN IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    JENNA HEINEN CO UNIVERSITY OF NORTHERN
    IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    GABRIEL TRAINER CO UNIVERSITY OF
    NORTHERN IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    SAMUEL TRAINER CO UNIVERSITY OF
    NORTHERN IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,122
    JOEL VASKE CO UNIVERSITY OF NORTHERN
    IOWA
    1227 W 27TH ST
    CEDAR FALLS,IA50614     		NONE I SCHOLARSHIP 1,121
    MIRANDA BOOK CO SOUTH DAKOTA STATE
    UNIVERSITY
    1451 STADIUM RD
    BROOKINGS,SD57007     		NONE I SCHOLARSHIP 2,243
    MEGAN BROWN CO SOUTH DAKOTA STATE
    UNIVERSITY
    1451 STADIUM RD
    BROOKINGS,SD57007     		NONE I SCHOLARSHIP 1,122
    BRYCE CAPESIUS CO SOUTH DAKOTA STATE
    UNIVERSITY
    1451 STADIUM RD
    BROOKINGS,SD57007     		NONE I SCHOLARSHIP 1,122
    CAITLIN THILGES CO SOUTH DAKOTA STATE
    UNIVERSITY
    1451 STADIUM RD
    BROOKINGS,SD57007     		NONE I SCHOLARSHIP 1,122
    MATTHEW THUL CO SOUTH DAKOTA
    STATE UNIVERSITY
    1451 STADIUM RD
    BROOKINGS,SD57007     		NONE I SCHOLARSHIP 1,682
    MEGAN BRONK CO IOWA CENTRAL
    COMMUNITY COLLEGE
    1 TRITON CIR
    FORT DODGE,IA50501     		NONE I SCHOLARSHIP 2,243
    LEVI CAPESIUS CO WARTBURG COLLEGE
    100 WARTBURG BLVD
    WAVERLY,IA50677     		NONE I SCHOLARSHIP 1,121
    LOGAN CAPESIUS CO UNIVERSITY OF IOWA
    108 CALVIN HALL
    IOWA CITY,IA52242     		NONE I SCHOLARSHIP 1,121
    LAUREL DEGEN CO UNIVERSITY OF IOWA
    108 CALVIN HALL
    IOWA CITY,IA52242     		NONE I SCHOLARSHIP 1,121
    AUBREY MCENROE CO UNIVERSITY OF IOWA
    108 CALVIN HALL
    IOWA CITY,IA52242     		NONE I SCHOLARSHIP 1,121
    MEGAN WADLE CO UNIVERSITY OF IOWA
    108 CALVIN HALL
    IOWA CITY,IA52242     		NONE I SCHOLARSHIP 1,121
    BENJAMIN DEGEN CO LORAS COLLEGE
    1450 ALTA VISTA ST
    DUBUQUE,IA52001     		NONE I SCHOLARSHIP 561
    EMMA FOGARTY CO LORAS COLLEGE
    1450 ALTA VISTA ST
    DUBUQUE,IA52001     		NONE I SCHOLARSHIP 1,121
    KATHRYN NOONAN CO LORAS COLLEGE
    1450 ALTA VISTA ST
    DUBUQUE,IA52001     		NONE I SCHOLARSHIP 1,121
    TRISTAN FURGESON CO WALDORF UNIVERSITY
    106 S 6TH ST
    FOREST CITY,IA50436     		NONE I SCHOLARSHIP 1,121
    COLBY GRAVES CO ELLSWORTH COLLEGE
    11000 COLLEGE AVE
    IOWA FALLS,IA50126     		NONE I SCHOLARSHIP 1,682
    CIERA HALL CO ALLEN COLLEGE
    1990 HEATH ST
    WATERLOO,IA50703     		NONE I SCHOLARSHIP 1,121
    OLIVIA HALL CO SIMPSON COLLEGE
    701 N C ST
    INDIANOLA,IA50125     		NONE I SCHOLARSHIP 1,121
    EMMA THUL CO SIMPSON COLLEGE
    701 N C ST
    INDIANOLA,IA50125     		NONE I SCHOLARSHIP 2,243
    WHITNEY HOVEY CO DES MOINES AREA
    COMMUNITY COLLEGE
    1100 7TH ST
    DES MOINES,IA50314     		NONE I SCHOLARSHIP 1,121
    EMMA LICHTER CO DES MOINES AREA
    COMMUNITY COLLEGE
    1100 7TH ST
    DES MOINES,IA50314     		NONE I SCHOLARSHIP 1,121
    MADISON ILLG CO IOWA LAKES COMMUNITY
    COLLEGE
    300 S 18TH ST
    ESTHERVILLE,IA51334     		NONE I SCHOLARSHIP 1,121
    THOMAS KOLLASCH CO SAINT MARY'S
    UNIVERSITY OF MINNESOTA
    700 TERRACE HEIGHTS
    WINONA,MN55987     		NONE I SCHOLARSHIP 1,121
    ANDREW MEISTER CO BRIAR CLIFF
    UNIVERSITY
    3303 REBECCA ST
    SIOUX CITY,IA51104     		NONE I SCHOLARSHIP 1,121
    MACKENZIE MEISTER CO BRIAR CLIFF
    UNIVERSITY
    3303 REBECCA ST
    SIOUX CITY,IA51104     		NONE I SCHOLARSHIP 1,121
    MADISON MEISTER CO BRIAR CLIFF
    UNIVERSITY
    3303 REBECCA ST
    SIOUX CITY,IA51104     		NONE I SCHOLARSHIP 1,121
    GRACE MENKE CO KIRKWOOD COMMUNITY
    COLLEGE
    6301 KIRKWOOD BLVD SW
    CEDAR RAPIDS,IA52404     		NONE I SCHOLARSHIP 1,121
    THOMAS SCHNURR CO MORNINGSIDE
    COLLEGE
    1501 MORNINGSIDE AVE
    SIOUX CITY,IA51106     		NONE I SCHOLARSHIP 1,121
    KATTIANA WILLE CO MINNESOTA STATE
    UNIVERSITY
    228 WIECKING CENTER
    MANKATO,MN56001     		NONE I SCHOLARSHIP 1,121
    Total .................................bullet 3a 90,000
    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 58,693  
    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 ............     		    18 114,171  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   172,864  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    172,864
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 958     958

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    WALDORF UNIVERSITY
          		106 S 6TH STREET
    FOREST CITY,IA50436     		2020-06-10 1,121 TO PROVIDE SCHOLARSHIP TO GRADUATES OF BISHOP GARRIGAN HIGH SCHOOL PURSUING A FOUR-YEAR DEGREE AT A COLLEGE OR UNIVERSITY IN THE US.   NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINAL 5/6/2021    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Name of Stock End of Year Book Value End of Year Fair Market Value
    883556102 THERMO FISHER SCIENT 4,662 11,179
    891160509 TORONTO DOMINION BK 14,248 14,838
    405217100 HAIN CELESTIAL GROUP 5,482 9,756
    75513E101 RAYTHEON TECHNOLOGIE 13,790 13,229
    31620M106 FIDELITY NATL INFORM 9,065 10,044
    92826C839 VISA INC-CLASS A SHR 8,330 11,593
    17275R102 CISCO SYSTEMS INC 13,551 16,602
    25243Q205 DIAGEO PLC - ADR 12,209 14,928
    911312106 UNITED PARCEL SERVIC 9,685 16,335
    91324P102 UNITEDHEALTH GROUP I 10,272 25,950
    09857L108 BOOKING HOLDINGS INC 8,410 11,136
    11135F101 BROADCOM INC 12,648 20,141
    58933Y105 MERCK & CO INC NEW 9,855 11,861
    037833100 APPLE INC 16,469 61,966
    192446102 COGNIZANT TECH SOLUT 8,747 13,932
    512807108 LAM RESEARCH CORP CO 6,419 15,113
    867224107 SUNCOR ENERGY INC NE 12,187 8,021
    H84989104 TE CONNECTIVITY LTD 6,065 10,654
    172967424 CITIGROUP INC. 19,718 22,753
    532457108 ELI LILLY & CO COM 7,464 12,832
    594918104 MICROSOFT CORP 17,355 56,272
    89151E109 TOTAL S.A. - ADR 13,080 10,855
    907818108 UNION PACIFIC CORP 7,071 13,743
    46625H100 JPMORGAN CHASE & CO 16,667 25,795
    150870103 CELANESE CORP 7,935 14,813
    Y2573F102 FLEX LTD 4,872 8,648
    097023105 BOEING CO 13,348 12,630
    904767704 UNILEVER PLC - ADR 9,801 10,684
    56501R106 MANULIFE FINANCIAL C 16,643 20,493
    G5960L103 MEDTRONIC PLC 9,810 11,831
    09260D107 BLACKSTONE GROUP INC 9,064 10,888
    G29183103 EATON CORP PLC 9,585 10,212
    031162100 AMGEN INC 9,012 8,507
    654106103 NIKE INC CL B 7,434 15,986
    H2906T109 GARMIN LTD 9,829 12,804
    609207105 MONDELEZ INTERNATION 11,123 14,150
    87612E106 TARGET CORP 5,125 13,593
    09247X101 BLACKROCK INC 9,305 17,317
    00206R102 AT & T INC 13,898 12,396
    126650100 CVS HEALTH CORPORATI 10,188 11,406
    254687106 WALT DISNEY CO 9,813 17,756
    460690100 INTERPUBLIC GROUP CO 9,468 11,313
    94106L109 WASTE MANAGEMENT INC 12,570 13,090
    02079K107 ALPHABET INC CL C 20,270 40,293
    517834107 LAS VEGAS SANDS CORP 12,659 14,960
    00287Y109 ABBVIE INC 8,071 8,036
    285512109 ELECTRONIC ARTS INC 8,830 13,498
    871829107 SYSCO CORP 9,350 14,852

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    922042858 VANGUARD EMERGING MA      
    46434G103 ISHARES CORE MSCI EM AT COST 171,407 200,265
    097023105 BOEING COMPANY      
    126650100 CVS/CAREMARK CORPORA      
    192446102 COGNIZANT TECH SOLUT      
    254687106 WALT DISNEY CO      
    437076102 HOME DEPOT INC      
    89151E109 TOTAL FINA ELF S.A.      
    56501R106 MANULIFE FINANCIAL C      
    87612E106 TARGET CORP      
    779919307 T ROWE PR REAL ESTAT      
    921937819 VANGUARD INTERMEDIAT      
    375558103 GILEAD SCIENCES INC      
    907818108 UNION PACIFIC CORP      
    H84989104 TE CONNECTIVITY LTD      
    277923264 EATON VANCE GLOB MAC      
    609207105 MONDELEZ INTERNATION      
    921937827 VANGUARD BD INDEX FD      
    78463X863 SPDR DJ WILSHIRE INT      
    285512109 ELECTRONIC ARTS INC      
    512807108 LAM RESEARCH CORP CO      
    26875P101 EOG RESOURCES, INC      
    46625H100 JPMORGAN CHASE & CO      
    517834107 LAS VEGAS SANDS CORP      
    654106103 NIKE INC CL B      
    464287655 ISHARES RUSSELL 2000 AT COST 76,284 102,539
    464287705 ISHARES S&P MIDCAP 4      
    921943858 VANGUARD FTSE DEVELO AT COST 78,837 100,274
    98978V103 ZOETIS INC      
    532457108 ELI LILLY & CO COM      
    693475105 PNC FINANCIAL SERVIC      
    405217100 HAIN CELESTIAL GROUP      
    867224107 SUNCOR ENERGY INC NE      
    172967424 CITIGROUP INC      
    00206R102 AT & T INC      
    848574109 SPIRIT AEROSYTSEMS H      
    17275R102 CISCO SYSTEMS INC      
    25243Q205 DIAGEO PLC - ADR      
    883556102 THERMO FISHER SCIENT      
    87234N765 TCW EMRG MKTS INCM-I AT COST 92,815 99,374
    G29183103 EATON CORP PLC      
    Y2573F102 FLEXTRONICS INTL LTD      
    037833100 APPLE COMPUTER INC C      
    872540109 TJX COS INC NEW      
    911312106 UNITED PARCEL SERVIC      
    91324P102 UNITEDHEALTH GROUP I      
    09247X101 BLACKROCK INC      
    464287606 ISHARES S&P MIDCAP 4      
    58933Y105 MERCK & CO INC NEW      
    150870103 CELANESE CORP      
    12572Q105 CME GROUP INC      
    594918104 MICROSOFT CORP      
    02079K107 ALPHABET INC/CA      
    11135F101 BROADCOM INC      
    891160509 TORONTO DOMINION BK      
    GTY995331 AGILITY MULTI-ASSET AT COST 50,000 45,209
    G5960L103 MEDTRONIC PLC      
    464287226 ISHARES CORE U.S. AG AT COST 331,237 346,179
    74256W626 PRINCIPAL HIGH YIELD      
    755111507 RAYTHEON CO      
    31641Q755 FIDELITY NEW MRKTS I AT COST 48,270 49,972
    922908629 VANGUARD MIDCAP VIPE AT COST 301,761 398,653
    31620M106 FIDELITY NATL INFORM      
    46090F100 INVESCO OPTIMUM YIEL AT COST 40,075 51,579
    27830W108 EV GL MACR ABS RTRN AT COST 47,515 46,711
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 252,190 271,539

    TY 2020 OtherDecreasesSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Description Amount
    TAX LOT BASIS ADJ 342


    TY 2020 OtherExpensesSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 14 14   0


    TY 2020 OtherIncreasesSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Description Amount
    RECOVERY OF GRANTS PAID 2,069
    MUTUAL FUND TIMING ADJ 195


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP ADMIN FEES 6,300     6,300


    TY 2020 TaxesSchedule
    Name:
    BESTENLEHNER D AND F EDUCATIONAL TR
    EIN:
    46-3633660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,131 1,131   0
    FEDERAL TAX PAYMENT - PRIOR YE 182 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,140 0   0
    FOREIGN TAXES ON QUALIFIED FOR 157 157   0
    FOREIGN TAXES ON NONQUALIFIED 279 279   0