Form990-PF
Click to see attachment

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
FERRELL SCRUGGS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 5225
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALDOSTA, GA31603
A Employer identification number

58-2539112
B Telephone number (see instructions)

(229) 242-2388
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,191,784
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... 81,825 81,825  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 294,472
b Gross sales price for all assets on line 6a 1,718,164
7 Capital gain net income (from Part IV, line 2)... 294,472
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 376,297 376,297  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,600 3,600   0
c Other professional fees (attach schedule).... 29,510 29,510   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,736 2,736   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,846 35,846   0
25 Contributions, gifts, grants paid....... 217,000 217,000
26 Total expenses and disbursements. Add lines 24 and 25 252,846 35,846   217,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 123,451
b Net investment income (if negative, enter -0-) 340,451
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 15,386 18,915 185,915
2 Savings and temporary cash investments......... 120,483 139,684 139,684
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,780,166 Click to see attachment3,837,847 4,866,185
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)..........      
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) 3,916,035 3,996,446 5,191,784
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,916,035 3,996,446
29 Total net assets or fund balances (see instructions)..... 3,916,035 3,996,446
30 Total liabilities and net assets/fund balances (see instructions). 3,916,035 3,996,446
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
3,916,035
2
Enter amount from Part I, line 27a .....................
2
123,451
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,068
4
Add lines 1, 2, and 3 ..........................
4
4,049,554
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
53,108
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,996,446
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 ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) P 2014-07-16 2020-07-15
b ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) P 2015-02-27 2020-07-15
c ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) P 2018-03-08 2020-07-15
d ADIDAS AG ADR (GERMANY) P 2019-02-07 2020-03-13
e ADIDAS AG ADR (GERMANY) P 2019-04-26 2020-06-19
ADIDAS AG ADR (GERMANY) P 2019-04-26 2020-06-24
ADIDAS AG ADR (GERMANY) P 2019-02-07 2020-03-11
ADIDAS AG ADR (GERMANY) P 2019-02-07 2020-03-12
ADOBE SYSTEMS INCORPORATED P 2015-01-29 2020-01-22
ADOBE SYSTEMS INCORPORATED P 2018-12-28 2020-12-15
ADOBE SYSTEMS INCORPORATED P 2018-12-28 2020-10-29
ADOBE SYSTEMS INCORPORATED P 2018-12-28 2020-06-24
ADOBE SYSTEMS INCORPORATED P 2018-10-25 2020-06-24
ADOBE SYSTEMS INCORPORATED P 2018-03-08 2020-06-24
ADOBE SYSTEMS INCORPORATED P 2015-10-08 2020-06-24
ADOBE SYSTEMS INCORPORATED P 2015-01-29 2020-06-22
ADVANCE AUTO PARTS INCORPORATED P 2018-12-28 2020-08-13
ADVANCE AUTO PARTS INCORPORATED P 2018-09-11 2020-08-13
ADVANCE AUTO PARTS INCORPORATED P 2018-09-11 2020-05-18
AIA GROUP LIMITED SPONSORED ADR (HONG KONG) P 2018-03-08 2020-06-19
AIA GROUP LIMITED SPONSORED ADR (HONG KONG) P 2017-11-09 2020-06-19
AIA GROUP LIMITED SPONSORED ADR (HONG KONG) P 2018-03-08 2020-06-24
AIR LIQUIDE ADR (FRANCE) P 2018-03-22 2020-06-19
AIR TRANSPORT SERVICES GRP INCORPORATED P 2018-11-06 2020-10-05
AIR TRANSPORT SERVICES GRP INCORPORATED P 2018-11-06 2020-12-15
AIR TRANSPORT SERVICES GRP INCORPORATED P 2018-12-28 2020-12-15
AIR TRANSPORT SERVICES GRP INCORPORATED P 2018-09-12 2020-10-05
AIRBUS SE UNSPONSORED ADR (NETHERLANDS) P 2019-02-21 2020-02-28
AIRBUS SE UNSPONSORED ADR (NETHERLANDS) P 2019-02-27 2020-02-28
AKZO NOBEL N V SPONSRD ADS NEW (NETHERLANDS) P 2016-02-24 2020-06-19
AKZO NOBEL N V SPONSRD ADS NEW (NETHERLANDS) P 2016-06-08 2020-06-19
AKZO NOBEL N V SPONSRD ADS NEW (NETHERLANDS) P 2016-06-08 2020-06-24
AKZO NOBEL N V SPONSRD ADS NEW (NETHERLANDS) P 2014-05-12 2020-06-19
AKZO NOBEL N V SPONSRD ADS NEW (NETHERLANDS) P 2014-06-02 2020-06-19
AKZO NOBEL N V SPONSRD ADS NEW (NETHERLANDS) P 2015-06-05 2020-06-19
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2018-12-28 2020-06-24
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2018-12-28 2020-02-11
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2018-12-28 2020-05-04
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-04-03 2020-06-24
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-04-03 2020-08-07
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-09-19 2020-12-21
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2018-03-08 2020-02-11
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2018-12-28 2020-05-22
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-09-27 2020-12-21
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-10-15 2020-12-21
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-10-16 2020-12-21
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-10-16 2020-12-24
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-11-07 2020-12-24
ALIBABA GROUP HLDG LIMITED SPONSORED ADS P 2019-11-21 2020-12-24
ALPHABET INCORPORATED CAP STK CLASS A P 2015-07-22 2020-08-26
ALPHABET INCORPORATED CAP STK CLASS A P 2015-07-14 2020-06-24
ALPHABET INCORPORATED CAP STK CLASS A P 2015-07-14 2020-06-24
ALPHABET INCORPORATED CAP STK CLASS A P 2016-11-28 2020-11-16
ALPHABET INCORPORATED CAP STK CLASS A P 2018-05-04 2020-12-15
ALPHABET INCORPORATED CAP STK CLASS C P 2018-05-04 2020-12-15
ALPHABET INCORPORATED CAP STK CLASS C P 2015-07-14 2020-06-24
ALPHABET INCORPORATED CAP STK CLASS C P 2015-07-14 2020-06-24
ALPHABET INCORPORATED CAP STK CLASS C P 2016-04-18 2020-08-26
ALPHABET INCORPORATED CAP STK CLASS C P 2015-07-22 2020-06-24
ALPHABET INCORPORATED CAP STK CLASS C P 2016-11-28 2020-11-16
AMADEUS IT GROUP S A UNSPONSORED ADS (SPAIN) P 2017-04-06 2020-06-24
AMADEUS IT GROUP S A UNSPONSORED ADS (SPAIN) P 2016-09-28 2020-06-19
AMADEUS IT GROUP S A UNSPONSORED ADS (SPAIN) P 2017-04-06 2020-06-19
AMAZON COM INCORPORATED P 2015-10-06 2020-06-24
AMAZON COM INCORPORATED P 2015-04-27 2020-04-20
AMAZON COM INCORPORATED P 2016-01-13 2020-06-24
AMAZON COM INCORPORATED P 2016-01-29 2020-12-15
AMBEV SA SPONSORED ADR (BRAZIL) P 2016-09-22 2020-04-28
AMBEV SA SPONSORED ADR (BRAZIL) P 2018-03-08 2020-04-28
AMBEV SA SPONSORED ADR (BRAZIL) P 2017-11-09 2020-04-28
AMBEV SA SPONSORED ADR (BRAZIL) P 2018-12-28 2020-04-28
APPLE INCORPORATED P 2016-11-14 2020-01-15
APPLE INCORPORATED P 2018-03-08 2020-12-15
APPLE INCORPORATED P 2016-10-14 2020-01-15
APPLE INCORPORATED P 2017-02-16 2020-06-24
APPLE INCORPORATED P 2017-03-02 2020-06-24
APPLE INCORPORATED P 2018-03-08 2020-06-24
APPLE INCORPORATED P 2018-08-01 2020-12-15
APPLE INCORPORATED P 2018-12-28 2020-12-15
APPLE INCORPORATED P 2016-11-14 2020-06-24
ARGAN INCORPORATED P 2018-09-12 2020-12-15
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2018-12-28 2020-12-15
ARMSTRONG WORLD INDUSTRIES INCORPORATED NEW P 2018-09-12 2020-12-15
ASTRAZENECA PLC SPONSORED ADR P 2018-12-28 2020-07-10
ASTRAZENECA PLC SPONSORED ADR P 2018-12-28 2020-06-24
ASTRAZENECA PLC SPONSORED ADR P 2018-09-26 2020-06-24
ASTRAZENECA PLC SPONSORED ADR P 2018-12-28 2020-10-01
ASTRAZENECA PLC SPONSORED ADR P 2018-09-26 2020-01-30
ASTRAZENECA PLC SPONSORED ADR P 2018-09-12 2020-01-30
ASTRAZENECA PLC SPONSORED ADR P 2018-08-01 2020-01-30
ASTRAZENECA PLC SPONSORED ADR P 2019-08-21 2020-11-16
ASTRAZENECA PLC SPONSORED ADR P 2019-08-21 2020-10-02
ASTRAZENECA PLC SPONSORED ADR P 2018-09-26 2020-06-19
ASTRAZENECA PLC SPONSORED ADR P 2018-12-28 2020-10-02
AVAYA HLDGS CORPORATION P 2018-09-12 2020-12-15
AXIS CAP HLDGS LIMITED SHS (BERMUDA) P 2018-09-12 2020-12-15
BAIRD AGGREGATE BOND FUND INSTL CL N/L P 2014-08-26 2020-06-19
BAIRD AGGREGATE BOND FUND INSTL CL N/L P 2014-08-20 2020-06-19
BAIRD AGGREGATE BOND FUND INSTL CL N/L P 2014-10-27 2020-06-19
BAIRD AGGREGATE BOND FUND INSTL CL N/L P 2014-09-26 2020-06-19
BARCLAYS PLC ADR (UNITED KINGDOM) P 2018-12-28 2020-01-23
BARCLAYS PLC ADR (UNITED KINGDOM) P 2017-09-18 2020-01-23
BARCLAYS PLC ADR (UNITED KINGDOM) P 2017-11-09 2020-01-23
BARCLAYS PLC ADR (UNITED KINGDOM) P 2018-03-08 2020-01-23
BARCLAYS PLC ADR (UNITED KINGDOM) P 2018-06-18 2020-01-23
BARCLAYS PLC ADR (UNITED KINGDOM) P 2017-07-26 2020-01-23
BAYER AG SPONSORED ADR (GERMANY) P 2018-03-08 2020-06-24
BAYER AG SPONSORED ADR (GERMANY) P 2016-09-22 2020-06-19
BAYER AG SPONSORED ADR (GERMANY) P 2018-03-08 2020-06-19
BAYER AG SPONSORED ADR (GERMANY) P 2017-11-09 2020-06-19
BAYER AG SPONSORED ADR (GERMANY) P 2016-08-30 2020-06-19
BJS WHOLESALE CLUB HLDGS INCORPORATED P 2019-07-19 2020-08-04
BJS WHOLESALE CLUB HLDGS INCORPORATED P 2019-07-24 2020-08-04
BJS WHOLESALE CLUB HLDGS INCORPORATED P 2019-08-01 2020-08-04
BJS WHOLESALE CLUB HLDGS INCORPORATED P 2019-08-01 2020-08-19
BJS WHOLESALE CLUB HLDGS INCORPORATED P 2019-08-01 2020-12-15
BJS WHOLESALE CLUB HLDGS INCORPORATED P 2019-07-23 2020-08-04
BNP PARIBAS SPONSORED ADR (FRANCE) P 2018-03-08 2020-12-15
BNP PARIBAS SPONSORED ADR (FRANCE) P 2018-03-08 2020-06-24
BNP PARIBAS SPONSORED ADR (FRANCE) P 2018-03-08 2020-06-19
BNP PARIBAS SPONSORED ADR (FRANCE) P 2017-11-09 2020-06-19
BNP PARIBAS SPONSORED ADR (FRANCE) P 2016-06-08 2020-06-19
BNP PARIBAS SPONSORED ADR (FRANCE) P 2018-12-28 2020-12-15
BNP PARIBAS SPONSORED ADR (FRANCE) P 2018-06-18 2020-12-15
BNP PARIBAS SPONSORED ADR (FRANCE) P 2016-04-13 2020-06-19
BOEING COMPANY P 2018-12-28 2020-06-15
BOEING COMPANY P 2018-12-28 2020-03-16
BOEING COMPANY P 2018-12-28 2020-03-12
BOEING COMPANY P 2018-07-16 2020-03-12
BOEING COMPANY P 2018-03-08 2020-03-12
BOEING COMPANY P 2018-12-28 2020-06-24
BOEING COMPANY P 2017-09-13 2020-01-09
BOEING COMPANY P 2018-03-08 2020-03-11
BOEING COMPANY P 2018-02-16 2020-03-11
BOEING COMPANY P 2018-02-16 2020-01-09
BOEING COMPANY P 2016-12-12 2020-01-09
BOEING COMPANY P 2017-07-27 2020-01-09
BP PLC SPONSORED ADR (UNITED KINGDOM) P 2016-06-08 2020-06-19
BP PLC SPONSORED ADR (UNITED KINGDOM) P 2016-02-24 2020-06-19
BRAMBLES LIMITED SPONSORED ADR (AUSTRALIA) P 2017-10-04 2020-06-19
BRAMBLES LIMITED SPONSORED ADR (AUSTRALIA) P 2017-10-04 2020-06-24
BRAMBLES LIMITED SPONSORED ADR (AUSTRALIA) P 2016-12-21 2020-06-19
BRITISH AMERN TOB PLC SPONSORED ADR P 2018-05-22 2020-06-19
BRITISH AMERN TOB PLC SPONSORED ADR P 2018-05-22 2020-06-24
BROADCOM INCORPORATED P 2018-12-28 2020-04-22
BROADCOM INCORPORATED P 2018-03-08 2020-03-19
BROADCOM INCORPORATED P 2017-12-08 2020-03-19
BROADCOM INCORPORATED P 2017-11-17 2020-03-19
BROADCOM INCORPORATED P 2018-12-28 2020-03-19
CANNAE HLDGS INCORPORATED P 2018-12-28 2020-12-15
CANNAE HLDGS INCORPORATED P 2018-09-11 2020-06-10
CANNAE HLDGS INCORPORATED P 2018-12-28 2020-07-14
CANNAE HLDGS INCORPORATED P 2018-09-11 2020-06-23
CANNAE HLDGS INCORPORATED P 2018-09-11 2020-07-13
CANNAE HLDGS INCORPORATED P 2018-09-11 2020-06-29
CANNAE HLDGS INCORPORATED P 2018-09-11 2020-06-26
CANNAE HLDGS INCORPORATED P 2018-09-11 2020-07-14
CDK GLOBAL INCORPORATED P 2018-10-24 2020-12-15
CDK GLOBAL INCORPORATED P 2018-10-25 2020-12-15
CDK GLOBAL INCORPORATED P 2018-10-26 2020-12-15
CHIPOTLE MEXICAN GRILL INCORPORATED P 2018-12-28 2020-12-15
CHIPOTLE MEXICAN GRILL INCORPORATED P 2019-04-30 2020-12-15
CHIPOTLE MEXICAN GRILL INCORPORATED P 2018-06-08 2020-03-19
CHIPOTLE MEXICAN GRILL INCORPORATED P 2018-07-31 2020-06-19
CHIPOTLE MEXICAN GRILL INCORPORATED P 2018-07-27 2020-03-19
CHIPOTLE MEXICAN GRILL INCORPORATED P 2018-12-28 2020-06-24
CLP HOLDINGS LIMITED SPONSORED ADR (HONG KONG) P 2018-03-22 2020-06-19
CLP HOLDINGS LIMITED SPONSORED ADR (HONG KONG) P 2018-03-22 2020-06-24
COLFAX CORPORATION P 2018-11-09 2020-09-15
COLFAX CORPORATION P 2018-11-09 2020-03-19
COLFAX CORPORATION P 2018-10-31 2020-03-19
COLFAX CORPORATION P 2018-12-28 2020-09-15
COLFAX CORPORATION P 2018-10-26 2020-01-02
COLFAX CORPORATION P 2018-10-31 2020-01-02
COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L P 2019-11-18 2020-12-15
COMCAST CORPORATION NEW CLASS A P 2013-05-28 2020-12-15
COMFORT SYSTEMS USA INCORPORATED P 2019-08-12 2020-08-14
COMFORT SYSTEMS USA INCORPORATED P 2019-08-12 2020-12-15
CONDUENT INCORPORATED P 2018-09-12 2020-03-13
CONDUENT INCORPORATED P 2018-12-28 2020-03-13
CONSTELLATION BRANDS INCORPORATED CLASS A P 2019-04-17 2020-06-01
COSTCO WHOLESALE CORPORATION NEW P 2017-11-03 2020-06-24
COSTCO WHOLESALE CORPORATION NEW P 2017-11-03 2020-01-15
COSTCO WHOLESALE CORPORATION NEW P 2017-12-18 2020-06-24
COSTCO WHOLESALE CORPORATION NEW P 2017-12-18 2020-12-15
COSTCO WHOLESALE CORPORATION NEW P 2017-12-01 2020-06-24
COSTCO WHOLESALE CORPORATION NEW P 2018-03-08 2020-12-15
COUPA SOFTWARE INCORPORATED P 2019-10-16 2020-12-15
CUBIC CORPORATION P 2018-12-28 2020-12-15
CUBIC CORPORATION P 2018-12-28 2020-11-19
CUBIC CORPORATION P 2018-09-12 2020-11-19
CUBIC CORPORATION P 2019-11-22 2020-12-15
CUBIC CORPORATION P 2018-12-28 2020-12-15
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2017-11-09 2020-06-19
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2018-03-08 2020-12-01
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2017-11-09 2020-11-13
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2017-11-09 2020-06-24
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2017-10-04 2020-06-19
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2018-03-08 2020-11-16
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS (JAPAN) P 2017-11-09 2020-11-16
DANAHER CORPORATION P 2015-10-21 2020-01-15
DANAHER CORPORATION P 2015-10-14 2020-01-15
DANAHER CORPORATION P 2018-12-28 2020-02-28
DANAHER CORPORATION P 2018-03-08 2020-01-15
DANAHER CORPORATION P 2018-12-28 2020-03-02
DANAHER CORPORATION P 2019-02-27 2020-11-16
DANAHER CORPORATION P 2018-03-08 2020-02-03
DANAHER CORPORATION P 2018-12-28 2020-02-20
DANAHER CORPORATION P 2019-02-27 2020-03-02
DANAHER CORPORATION P 2018-03-08 2020-02-04
DANAHER CORPORATION P 2018-06-18 2020-02-19
DANAHER CORPORATION P 2018-12-28 2020-02-19
DANAHER CORPORATION P 2018-12-28 2020-02-19
DANAHER CORPORATION P 2019-02-27 2020-06-24
DANONE SPONSORED ADR (FRANCE) P 2016-02-24 2020-06-19
DANONE SPONSORED ADR (FRANCE) P 2016-06-08 2020-06-19
DANONE SPONSORED ADR (FRANCE) P 2018-03-08 2020-06-19
DANONE SPONSORED ADR (FRANCE) P 2017-11-09 2020-06-19
DISCOVERY INCORPORATED COM SER C P 2018-09-12 2020-05-05
DISCOVERY INCORPORATED COM SER C P 2018-09-12 2020-08-05
DISCOVERY INCORPORATED COM SER C P 2018-09-12 2020-12-15
DISCOVERY INCORPORATED COM SER C P 2018-09-12 2020-10-21
DODGE & COX INCOME FUND N/L P 2013-05-28 2020-06-19
EATON CORPORATION PLC SHS (IRELAND) P 2016-03-10 2020-11-11
EATON CORPORATION PLC SHS (IRELAND) P 2017-02-08 2020-11-11
EATON CORPORATION PLC SHS (IRELAND) P 2016-03-10 2020-11-04
EDWARDS LIFESCIENCES CORPORATION P 2018-12-28 2020-02-27
EDWARDS LIFESCIENCES CORPORATION P 2019-01-22 2020-02-28
EDWARDS LIFESCIENCES CORPORATION P 2018-12-28 2020-02-20
EDWARDS LIFESCIENCES CORPORATION P 2019-01-23 2020-02-28
ENBRIDGE INCORPORATED (CANADA) P 2018-12-28 2020-03-25
ENBRIDGE INCORPORATED (CANADA) P 2018-03-08 2020-03-25
ENBRIDGE INCORPORATED (CANADA) P 2017-11-09 2020-03-25
ENBRIDGE INCORPORATED (CANADA) P 2017-03-17 2020-03-25
ENBRIDGE INCORPORATED (CANADA) P 2018-06-18 2020-03-25
ENI S P A SPONSORED ADR (ITALY) P 2016-06-08 2020-03-25
ENI S P A SPONSORED ADR (ITALY) P 2018-12-28 2020-06-19
ENI S P A SPONSORED ADR (ITALY) P 2018-06-18 2020-06-19
ENI S P A SPONSORED ADR (ITALY) P 2018-06-18 2020-03-25
ENI S P A SPONSORED ADR (ITALY) P 2016-09-22 2020-03-25
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WELLS FARGO CORE BOND FUND CL I N/L P 2019-04-01 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-03-01 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-11-01 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-12-02 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-06-03 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-06-21 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-07-01 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-08-01 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-09-03 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-12-13 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2019-10-01 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2020-01-02 2020-02-03
WELLS FARGO CORE BOND FUND CL I N/L P 2020-02-03 2020-02-03
XILINX INCORPORATED P 2019-05-17 2020-03-23
XILINX INCORPORATED P 2019-05-21 2020-03-23
XILINX INCORPORATED P 2019-11-07 2020-03-25
XILINX INCORPORATED P 2019-11-07 2020-03-24
XILINX INCORPORATED P 2019-05-21 2020-03-24
XILINX INCORPORATED P 2019-05-17 2020-03-20
YELP INCORPORATED CLASS A P 2019-11-07 2020-08-07
YELP INCORPORATED CLASS A P 2019-11-07 2020-05-08
CAPITAL GAINS 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 2,422   879 1,543
b 880   362 518
c 1,101   793 308
d 1,340   1,589 -249
e 1,345   1,277 68
135   127 8
1,465   1,476 -11
1,831   2,157 -326
2,453   500 1,953
2,407   1,125 1,282
464   225 239
440   225 215
1,762   999 763
441   217 224
2,643   493 2,150
2,605   429 2,176
1,563   1,555 8
782   838 -56
920   1,173 -253
665   596 69
702   595 107
349   298 51
716   559 157
751   541 210
1,652   1,026 626
1,952   1,411 541
2,950   2,475 475
147   158 -11
1,554   1,712 -158
1,141   839 302
76   67 9
149   132 17
405   388 17
133   124 9
425   402 23
3,448   2,081 1,367
218   139 79
4,586   3,329 1,257
230   179 51
3,724   2,692 1,032
260   183 77
2,175   1,875 300
4,450   3,051 1,399
781   499 282
521   351 170
781   530 251
665   530 135
1,773   1,494 279
1,330   1,103 227
3,231   1,406 1,825
1,468   583 885
2,936   1,173 1,763
1,773   793 980
1,745   1,040 705
1,752   1,037 715
1,468   559 909
2,937   1,125 1,812
1,620   766 854
1,468   666 802
1,781   773 1,008
107   103 4
396   350 46
906   821 85
2,773   535 2,238
2,402   439 1,963
8,319   1,803 6,516
6,272   1,171 5,101
193   548 -355
141   471 -330
30   86 -56
553   1,018 -465
314   106 208
1,510   529 981
1,256   470 786
4,423   1,625 2,798
2,212   837 1,375
369   176 193
5,034   2,003 3,031
2,769   859 1,910
1,843   530 1,313
2,278   2,064 214
1,872   1,399 473
234   214 20
2,788   1,964 824
3,516   2,493 1,023
160   118 42
1,473   1,020 453
881   706 175
979   757 222
196   155 41
505   411 94
598   502 96
686   510 176
978   680 298
1,519   1,720 -201
1,652   1,775 -123
62   56 6
18,162   16,605 1,557
11,337   10,404 933
75   68 7
6,016   5,064 952
34   38 -4
601   628 -27
1,793   2,356 -563
287   335 -48
1,921   2,367 -446
245   360 -115
776   1,037 -261
640   990 -350
659   1,093 -434
349   488 -139
789   473 316
1,370   793 577
623   356 267
1,978   1,090 888
1,804   1,162 642
1,246   721 525
659   934 -275
335   662 -327
592   1,168 -576
414   789 -375
434   583 -149
110   90 20
302   343 -41
39   51 -12
1,156   1,910 -754
2,092   4,775 -2,683
334   637 -303
167   355 -188
167   346 -179
1,286   2,228 -942
666   483 183
190   346 -156
571   1,075 -504
333   358 -25
666   312 354
666   479 187
385   535 -150
746   881 -135
1,152   1,063 89
284   266 18
288   337 -49
985   1,265 -280
155   202 -47
1,796   1,767 29
192   247 -55
385   524 -139
577   814 -237
1,539   2,019 -480
3,326   1,281 2,045
2,530   1,270 1,260
1,326   549 777
3,888   1,944 1,944
3,063   1,508 1,555
791   397 394
4,654   2,262 2,392
1,286   635 651
51   58 -7
760   853 -93
709   795 -86
1,350   421 929
1,350   673 677
1,077   915 162
1,030   427 603
1,077   942 135
2,092   842 1,250
1,490   1,558 -68
186   197 -11
238   196 42
370   673 -303
601   1,104 -503
2,004   1,214 790
588   439 149
919   708 211
13,301   12,575 726
1,031   397 634
1,333   973 360
2,018   1,518 500
574   6,570 -5,996
584   3,074 -2,490
349   384 -35
600   333 267
1,200   667 533
900   581 319
744   387 357
1,199   728 471
744   369 375
1,632   708 924
2,414   2,086 328
2,147   1,819 328
379   454 -75
1,298   1,217 81
247   214 33
776   571 205
2,615   1,256 1,359
741   377 364
156   114 42
1,568   1,046 522
2,334   1,166 1,168
157   80 77
2,594   1,095 1,499
162   68 94
1,851   1,336 515
324   202 122
734   514 220
919   507 412
1,128   708 420
1,115   719 396
1,027   887 140
653   405 248
490   302 188
2,615   1,644 971
980   617 363
174   127 47
51   49 2
682   678 4
385   437 -52
450   503 -53
802   1,133 -331
425   608 -183
1,406   1,547 -141
2,842   4,255 -1,413
25,054   23,685 1,369
1,704   741 963
1,704   933 771
753   346 407
871   604 267
1,006   839 167
696   453 243
1,609   1,346 263
3,265   3,303 -38
946   977 -31
305   367 -62
1,098   1,495 -397
153   160 -7
169   289 -120
421   658 -237
100   179 -79
38   72 -34
640   970 -330
263   474 -211
771   1,373 -602
951   2,531 -1,580
328   1,037 -709
295   955 -660
328   1,002 -674
98   347 -249
98   319 -221
3,783   4,627 -844
1,084   1,524 -440
465   653 -188
2,218   3,156 -938
986   1,680 -694
1,791   4,486 -2,695
291   584 -293
1,764   2,427 -663
112   159 -47
724   222 502
724   533 191
1,690   938 752
419   148 271
724   547 177
209   75 134
3,762   1,876 1,886
1,932   1,206 726
966   607 359
33   33 0
8,211   8,258 -47
1   1 0
3   3 0
1,009   736 273
1,452   1,063 389
2,111   1,169 942
2,443   1,349 1,094
3,000   2,189 811
2,102   956 1,146
1,901   1,062 839
951   446 505
1,542   716 826
279   380 -101
1,732   2,375 -643
820   1,122 -302
1,230   1,656 -426
2,171   2,014 157
674   924 -250
527   721 -194
615   868 -253
1,580   825 755
1,777   959 818
1,036   1,099 -63
805   549 256
1,501   916 585
1,765   1,099 666
1,152   811 341
288   147 141
864   549 315
2,488   2,266 222
3,397   1,750 1,647
4,217   2,187 2,030
6,156   3,208 2,948
2,265   979 1,286
129   188 -59
1,201   1,686 -485
195   282 -87
862   922 -60
1,333   1,451 -118
780   656 124
1,400   1,148 252
1,510   1,312 198
1,365   1,148 217
1,677   1,312 365
1,498   1,312 186
1,325   1,148 177
575   562 13
26,825   21,583 5,242
887   393 494
273   190 83
1,618   1,088 530
131   144 -13
1,177   1,276 -99
322   354 -32
3,243   2,204 1,039
1,603   1,017 586
800   509 291
3,346   2,860 486
390   165 225
975   826 149
195   146 49
975   685 290
585   297 288
889   900 -11
1,363   1,799 -436
1,113   900 213
2,092   2,099 -7
896   961 -65
593   646 -53
947   1,021 -74
316   241 75
324   241 83
647   346 301
316   323 -7
507   384 123
80   62 18
160   117 43
400   328 72
1,423   1,101 322
15   14 1
394   269 125
1,379   1,238 141
1,457   1,852 -395
146   203 -57
1,912   1,757 155
183   213 -30
1,568   1,851 -283
1,228   1,201 27
1,599   1,491 108
1,221   1,414 -193
1,152   1,034 118
576   471 105
572   529 43
572   509 63
1,120   943 177
1,716   1,563 153
902   306 596
1,551   664 887
1,534   1,580 -46
278   298 -20
1,342   1,431 -89
1,266   1,312 -46
1,085   1,488 -403
227   170 57
1,023   731 292
428   341 87
855   726 129
1,176   950 226
239   187 52
598   450 148
120   89 31
748   623 125
969   602 367
1,293   766 527
1,577   862 715
1,504   862 642
2,299   1,245 1,054
457   662 -205
686   971 -285
1,477   2,492 -1,015
27   38 -11
86   124 -38
29   46 -17
88   84 4
29   25 4
1,176   1,138 38
369   315 54
1,310   1,276 34
219   182 37
1,171   1,028 143
1,446   1,083 363
1,554   1,135 419
353   263 90
1,887   1,641 246
483   550 -67
805   982 -177
315   275 40
152   175 -23
226   262 -36
1,585   1,920 -335
766   535 231
109   89 20
1,863   1,379 484
300   242 58
219   137 82
5,228   3,971 1,257
602   483 119
224   130 94
2,113   1,426 687
1,149   778 371
1,158   778 380
1,544   1,060 484
946   862 84
996   519 477
1,107   1,810 -703
505   734 -229
1,096   1,591 -495
85   122 -37
770   1,444 -674
70   139 -69
1,857   934 923
868   431 437
1,735   862 873
2,101   1,209 892
2,676   1,532 1,144
2,555   1,612 943
2,420   1,149 1,271
2,965   1,437 1,528
1,157   645 512
2,135   1,006 1,129
1,110   503 607
8,782   3,940 4,842
7,304   3,242 4,062
2,090   1,209 881
968   1,667 -699
17     17
54     54
6     6
10     10
28     28
45     45
2,176   1,856 320
480   400 80
664   568 96
3,723   3,795 -72
3,300   1,354 1,946
1,200   538 662
2,449   1,076 1,373
3,198   1,188 2,010
331   132 199
714   264 450
1,072   521 551
663   465 198
1,479   930 549
1,449   1,317 132
256   174 82
1,779   1,278 501
746   510 236
2,494   1,825 669
723   426 297
2,460   1,825 635
7,594   1,443 6,151
331   58 273
994   320 674
2,328   1,490 838
245   58 187
1,008   559 449
1,679   931 748
1,646   931 715
1,674   1,030 644
1,674   894 780
335   107 228
1,028   231 797
654   969 -315
784   1,102 -318
915   976 -61
461   302 159
691   450 241
375   147 228
1,125   653 472
1,500   612 888
4,750   3,440 1,310
26,155   24,700 1,455
410   202 208
1,211   657 554
3,614   1,714 1,900
1,702   522 1,180
1,010   473 537
3,233   1,110 2,123
3,031   976 2,055
807   403 404
1,415   448 967
197   64 133
1,772   548 1,224
591   174 417
4,222   2,016 2,206
946   289 657
1,303   406 897
372   116 256
202   109 93
132   237 -105
78   124 -46
132   225 -93
971   1,706 -735
194   227 -33
650   855 -205
1,037   1,322 -285
199   227 -28
1,328   1,461 -133
126   93 33
147   176 -29
327   378 -51
791   895 -104
915   876 39
834   880 -46
72   80 -8
1,330   1,241 89
791   849 -58
360   398 -38
178   432 -254
384   756 -372
523   1,279 -756
574   1,200 -626
671   1,560 -889
72   170 -98
114   259 -145
602   1,403 -801
178   412 -234
423   959 -536
563   1,168 -605
243   515 -272
869   606 263
902   567 335
537   355 182
108   71 37
1,077   757 320
1,353   905 448
2,493   2,102 391
534   337 197
1,495   928 567
794   513 281
1,702   1,178 524
567   367 200
2,708   1,277 1,431
1,551   766 785
467   318 149
2,336   787 1,549
1,402   424 978
2,803   866 1,937
1,551   855 696
505   285 220
1,010   637 373
1,208   1,723 -515
493   514 -21
1,268   851 417
488   338 150
501   338 163
501   376 125
1,102   909 193
141   165 -24
1,549   1,175 374
1,806   955 851
123   73 50
2,340   1,690 650
192   147 45
634   640 -6
270   179 91
1,551   1,172 379
2,062   1,631 431
387   294 93
1,167   881 286
899   560 339
1,079   690 389
514   580 -66
894   995 -101
838   952 -114
1,002   739 263
1,750   990 760
759   396 363
2,118   534 1,584
4,931   1,737 3,194
703   492 211
703   515 188
4,225   1,069 3,156
2,119   534 1,585
1,228   1,162 66
1,123   1,021 102
688   364 324
3,096   1,603 1,493
1,309   646 663
872   356 516
196   89 107
1,391   1,182 209
399   394 5
530   431 99
151   138 13
1,098   974 124
1,695   1,545 150
181   168 13
757   581 176
1,704   1,707 -3
2,800   3,282 -482
3,284   3,930 -646
652   777 -125
1,916   1,746 170
1,560   1,706 -146
1,772   1,730 42
84   83 1
209   246 -37
348   400 -52
2,367   2,330 37
1,126   1,732 -606
675   866 -191
675   951 -276
3,075   2,809 266
1,267   1,475 -208
2,294   2,193 101
870   737 133
1,741   1,733 8
2,996   3,694 -698
378   521 -143
162   184 -22
160   184 -24
730   756 -26
2,695   2,599 96
2,599   2,517 82
999   866 133
396   768 -372
349   586 -237
646   1,212 -566
1,372   1,844 -472
20   28 -8
839   1,371 -532
698   1,107 -409
2,838   1,977 861
180   106 74
87   53 34
1,590   1,054 536
1,028   753 275
2,039   1,415 624
1,302   853 449
690   411 279
1,379   822 557
1,302   843 459
1,942   6,596 -4,654
949   3,870 -2,921
794   5,082 -4,288
510   577 -67
448   645 -197
543   786 -243
414   615 -201
92   119 -27
267   385 -118
1,250   1,956 -706
660   721 -61
648   1,430 -782
58   119 -61
1,340   584 756
838   364 474
522   218 304
2,088   999 1,089
174   91 83
1,134   545 589
564   273 291
2,068   1,363 705
1,692   1,258 434
940   673 267
2,284   1,615 669
2,964   1,480 1,484
1,752   1,077 675
961   538 423
1,011   612 399
1,383   1,041 342
648   516 132
1,265   765 500
1,910   1,172 738
843   665 178
680   399 281
1,024   636 388
1,466   1,177 289
1,662   782 880
3,324   1,625 1,699
1,662   815 847
1,603   720 883
940   540 400
949   555 394
2,244   1,079 1,165
316   172 144
1,055   544 511
243   311 -68
346   394 -48
104   124 -20
3,203   1,065 2,138
416   516 -100
643   799 -156
74   94 -20
684   703 -19
850   792 58
1,260   1,022 238
566   471 95
77   43 34
150   125 25
3,070   2,136 934
2,394   1,617 777
119   93 26
123   95 28
1,241   867 374
1,404   1,119 285
386   99 287
2,121   622 1,499
804   232 572
965   613 352
992   232 760
578   139 439
2,067   2,210 -143
2,810   3,031 -221
827   959 -132
390   219 171
139   66 73
1,058   598 460
195   113 82
168   97 71
342   224 118
942   336 606
672   448 224
1,735   1,357 378
7,520   3,249 4,271
1,151   411 740
2,419   918 1,501
2,764   1,044 1,720
452   348 104
2,695   257 2,438
1,977   192 1,785
452   321 131
7,950   2,566 5,384
835   128 707
3,965   449 3,516
921   317 604
5,804   577 5,227
6,287   641 5,646
8,098   834 7,264
4,052   385 3,667
1,072   625 447
1,206   702 504
804   473 331
670   394 276
45   29 16
131   103 28
445   342 103
134   123 11
1,306   776 530
581   348 233
1,741   1,035 706
2,049   1,199 850
1,103   678 425
689   441 248
1,754   2,204 -450
1,657   1,837 -180
3,010   3,471 -461
1,542   2,008 -466
166   196 -30
39   46 -7
1,439   1,699 -260
1,510   927 583
1,078   735 343
2,409   1,028 1,381
1,102   1,499 -397
877   1,470 -593
368   606 -238
526   808 -282
197   327 -130
2,845   2,549 296
1,199   893 306
2,229   1,839 390
318   294 24
955   893 62
112   130 -18
2,355   2,590 -235
860   953 -93
59,548   57,595 1,953
593   389 204
1,482   944 538
842   489 353
2,132   1,305 827
1,133   815 318
561   389 172
326   514 -188
619   945 -326
12,268   7,129 5,139
1,155   1,527 -372
321   535 -214
34   62 -28
327   548 -221
2,898   1,095 1,803
2,159   812 1,347
1,571   409 1,162
333   91 242
1,571   381 1,190
207   74 133
1,053   369 684
481   137 344
589   137 452
1,806   1,523 283
1,607   1,488 119
339   202 137
163   139 24
937   574 363
3,021   3,445 -424
2,432   3,354 -922
62   61 1
289   271 18
192   179 13
34,881   32,415 2,466
218   200 18
203   186 17
174   161 13
205   191 14
70   66 4
179   167 12
157   146 11
166   155 11
155   144 11
146   137 9
54   53 1
18,693   17,469 1,224
55   54 1
113   106 7
109   104 5
11,981   11,741 240
92   89 3
70   67 3
62   59 3
10,770   10,273 497
98   94 4
107   103 4
103   100 3
38   36 2
183   173 10
68   64 4
81   77 4
71   68 3
76   73 3
4,736   4,539 197
86   83 3
112   104 8
176   163 13
104   99 5
6,539   6,511 28
2,877   2,825 52
2,949   2,800 149
1,816   1,867 -51
215   156 59
1,098   939 159
366   162 204
366   146 220
470   291 179
940   637 303
587   434 153
235   176 59
1,221   1,075 146
1,534   1,695 -161
909   1,050 -141
1,819   1,358 461
52   41 11
70   41 29
1,117   663 454
873   759 114
175   120 55
735   488 247
713   464 249
1,350   814 536
1,433   905 528
996   631 365
498   361 137
1,836   1,305 531
1,470   961 509
1,073   633 440
469   326 143
766   1,022 -256
1,767   1,461 306
157   133 24
1,414   1,194 220
156   133 23
158   133 25
2,050   1,722 328
631   533 98
487   485 2
2,275   1,763 512
694   285 409
3,185   1,292 1,893
1,812   1,148 664
1,783   1,093 690
1,225   1,289 -64
207   222 -15
292   185 107
117   128 -11
798   873 -75
1,105   1,188 -83
1,811   2,000 -189
840   940 -100
1,170   1,252 -82
510   355 155
2,803   2,013 790
516   366 150
886   1,231 -345
1,330   1,798 -468
886   750 136
497   355 142
580   1,368 -788
1,496   3,335 -1,839
666   1,504 -838
507   1,479 -972
317   1,852 -1,535
487   2,746 -2,259
1,689   1,687 2
1,313   1,138 175
1,956   1,821 135
947   910 37
2,201   1,965 236
2,132   2,195 -63
2,074   1,613 461
1,924   1,448 476
635   627 8
169   165 4
212   168 44
683   620 63
578   533 45
736   696 40
1,051   953 98
1,347   1,144 203
104   95 9
678   530 148
1,007   774 233
742   751 -9
424   436 -12
511   296 215
89   102 -13
809   471 338
2,602   1,540 1,062
454   273 181
1,249   592 657
807   471 336
933   591 342
467   302 165
1,816   1,336 480
545   444 101
170   144 26
1,249   1,606 -357
1,230   1,566 -336
778   1,102 -324
765   941 -176
1,500   1,882 -382
978   753 225
1,602   1,071 531
713   604 109
368   689 -321
1,082   2,067 -985
1,443   948 495
178   119 59
1,427   1,351 76
1,248   1,173 75
1,265   1,708 -443
1,364   1,505 -141
111   134 -23
876   1,069 -193
315   405 -90
146   180 -34
1,026   1,258 -232
1,026   1,223 -197
254   2,174 -1,920
145   1,513 -1,368
150   1,561 -1,411
499   506 -7
1,868   885 983
2,268   1,271 997
943   489 454
633   1,543 -910
662   1,564 -902
489   1,152 -663
230   213 17
547   587 -40
958   1,322 -364
230   550 -320
1,389   1,351 38
868   1,034 -166
1,041   1,237 -196
697   789 -92
697   754 -57
427   576 -149
142   191 -49
854   1,142 -288
469   364 105
939   754 185
2,002   1,664 338
265   208 57
1,500   1,170 330
1,835   1,021 814
120   112 8
479   462 17
1,436   867 569
212   217 -5
871   290 581
2,512   819 1,693
523   205 318
523   290 233
1,151   620 531
2,037   814 1,223
1,156   1,107 49
284   264 20
871   815 56
577   543 34
1,297   1,204 93
1,257   1,254 3
978   1,032 -54
726   660 66
681   660 21
1,771   1,718 53
140   137 3
1,276   1,245 31
851   822 29
698   650 48
2,298   3,103 -805
250   331 -81
2,540   3,440 -900
805   746 59
92   106 -14
230   363 -133
1,842   1,707 135
3,118   3,013 105
894   1,296 -402
458   756 -298
785   1,128 -343
969   1,275 -306
2,970   1,799 1,171
114   72 42
762   1,000 -238
1,152   1,632 -480
1,783   2,009 -226
509   583 -74
1,528   1,733 -205
384   490 -106
255   245 10
243   194 49
850   702 148
1,222   1,130 92
853   754 99
2,670   2,021 649
1,526   1,430 96
763   734 29
2,410   2,384 26
850   1,469 -619
953   1,469 -516
1,607   1,507 100
1,405   1,211 194
1,416   1,107 309
693   521 172
1,473   994 479
623   409 214
2,404   1,424 980
623   264 359
6,384   5,350 1,034
31,099   30,130 969
958   1,229 -271
2,056   1,398 658
1,039   986 53
1,093   1,053 40
948   940 8
180   174 6
952   781 171
2,390   1,953 437
304   250 54
126   104 22
19     19
32     32
5     5
8     8
1,470   1,182 288
2,094   1,682 412
1,731   1,441 290
1,428   1,222 206
317   278 39
798   696 102
1,436   1,250 186
160   131 29
476   360 116
295   263 32
295   265 30
1,181   1,111 70
886   843 43
1,300   1,264 36
2,600   2,201 399
880   795 85
734   708 26
1,947   1,208 739
663   648 15
1,509   1,480 29
1,284   1,037 247
1,285   1,510 -225
110   124 -14
3,067   2,579 488
1,698   1,406 292
1,142   1,012 130
215   212 3
3,735   3,567 168
224   1,332 -1,108
263   1,452 -1,189
84   496 -412
867   1,135 -268
534   619 -85
667   781 -114
667   845 -178
545   491 54
163   175 -12
1,637   1,403 234
91   78 13
1,992   1,759 233
1,169   1,039 130
90   82 8
827   736 91
815   857 -42
182   171 11
180   822 -642
1,046   1,816 -770
593   560 33
374   1,681 -1,307
240   970 -730
1,455   1,410 45
1,341   1,035 306
761   755 6
588   504 84
588   521 67
1,692   1,241 451
1,164   1,042 122
1,455   1,367 88
254   207 47
431   444 -13
342   437 -95
942   1,316 -374
374   916 -542
3,635   1,421 2,214
108   170 -62
1,637   3,060 -1,423
149   251 -102
867   1,340 -473
1,477   2,565 -1,088
943   1,602 -659
2,138   1,708 430
1,291   1,021 270
3,145   2,702 443
974   752 222
1,316   752 564
47   70 -23
317   489 -172
769   1,225 -456
561   821 -260
795   1,270 -475
1,093   853 240
586   633 -47
725   2,016 -1,291
783   2,131 -1,348
679   1,907 -1,228
805   2,192 -1,387
69   182 -113
439   630 -191
83   226 -143
1,405   3,369 -1,964
532   513 19
200   174 26
1,273   961 312
945   658 287
296   202 94
2,546   1,881 665
3,921   3,106 815
974   708 266
834   635 199
63   50 13
63   46 17
1,555   1,217 338
1,183   929 254
2,534   1,857 677
2,032   1,377 655
1,872   551 1,321
2,266   1,377 889
1,898   934 964
205   100 105
1,122   606 516
3,282   1,792 1,490
2,077   847 1,230
906   457 449
872   285 587
2,061   637 1,424
580   187 393
144   183 -39
2,727   1,841 886
1,066   755 311
466   407 59
866   768 98
840   1,066 -226
472   605 -133
845   1,456 -611
563   983 -420
801   1,380 -579
944   1,218 -274
339   347 -8
1,102   1,481 -379
311   241 70
1,191   783 408
342   340 2
535   613 -78
59   68 -9
1,391   1,255 136
259   214 45
531   652 -121
1,062   1,162 -100
7,956   7,794 162
1,438   929 509
1,742   1,166 576
245   162 83
323   219 104
1,055   1,315 -260
2,110   2,095 15
791   769 22
1,286   2,735 -1,449
763   1,617 -854
213   202 11
215   204 11
246   230 16
189   187 2
181   179 2
217   209 8
8,697   8,432 265
189   184 5
210   204 6
214   213 1
189   186 3
180   178 2
170   167 3
185   185 0
144   212 -68
718   1,040 -322
1,228   1,552 -324
229   291 -62
306   416 -110
1,110   1,592 -482
516   690 -174
1,477   2,009 -532
4,278     4,278
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       1,543
b       518
c       308
d       -249
e       68
      8
      -11
      -326
      1,953
      1,282
      239
      215
      763
      224
      2,150
      2,176
      8
      -56
      -253
      69
      107
      51
      157
      210
      626
      541
      475
      -11
      -158
      302
      9
      17
      17
      9
      23
      1,367
      79
      1,257
      51
      1,032
      77
      300
      1,399
      282
      170
      251
      135
      279
      227
      1,825
      885
      1,763
      980
      705
      715
      909
      1,812
      854
      802
      1,008
      4
      46
      85
      2,238
      1,963
      6,516
      5,101
      -355
      -330
      -56
      -465
      208
      981
      786
      2,798
      1,375
      193
      3,031
      1,910
      1,313
      214
      473
      20
      824
      1,023
      42
      453
      175
      222
      41
      94
      96
      176
      298
      -201
      -123
      6
      1,557
      933
      7
      952
      -4
      -27
      -563
      -48
      -446
      -115
      -261
      -350
      -434
      -139
      316
      577
      267
      888
      642
      525
      -275
      -327
      -576
      -375
      -149
      20
      -41
      -12
      -754
      -2,683
      -303
      -188
      -179
      -942
      183
      -156
      -504
      -25
      354
      187
      -150
      -135
      89
      18
      -49
      -280
      -47
      29
      -55
      -139
      -237
      -480
      2,045
      1,260
      777
      1,944
      1,555
      394
      2,392
      651
      -7
      -93
      -86
      929
      677
      162
      603
      135
      1,250
      -68
      -11
      42
      -303
      -503
      790
      149
      211
      726
      634
      360
      500
      -5,996
      -2,490
      -35
      267
      533
      319
      357
      471
      375
      924
      328
      328
      -75
      81
      33
      205
      1,359
      364
      42
      522
      1,168
      77
      1,499
      94
      515
      122
      220
      412
      420
      396
      140
      248
      188
      971
      363
      47
      2
      4
      -52
      -53
      -331
      -183
      -141
      -1,413
      1,369
      963
      771
      407
      267
      167
      243
      263
      -38
      -31
      -62
      -397
      -7
      -120
      -237
      -79
      -34
      -330
      -211
      -602
      -1,580
      -709
      -660
      -674
      -249
      -221
      -844
      -440
      -188
      -938
      -694
      -2,695
      -293
      -663
      -47
      502
      191
      752
      271
      177
      134
      1,886
      726
      359
      0
      -47
      0
      0
      273
      389
      942
      1,094
      811
      1,146
      839
      505
      826
      -101
      -643
      -302
      -426
      157
      -250
      -194
      -253
      755
      818
      -63
      256
      585
      666
      341
      141
      315
      222
      1,647
      2,030
      2,948
      1,286
      -59
      -485
      -87
      -60
      -118
      124
      252
      198
      217
      365
      186
      177
      13
      5,242
      494
      83
      530
      -13
      -99
      -32
      1,039
      586
      291
      486
      225
      149
      49
      290
      288
      -11
      -436
      213
      -7
      -65
      -53
      -74
      75
      83
      301
      -7
      123
      18
      43
      72
      322
      1
      125
      141
      -395
      -57
      155
      -30
      -283
      27
      108
      -193
      118
      105
      43
      63
      177
      153
      596
      887
      -46
      -20
      -89
      -46
      -403
      57
      292
      87
      129
      226
      52
      148
      31
      125
      367
      527
      715
      642
      1,054
      -205
      -285
      -1,015
      -11
      -38
      -17
      4
      4
      38
      54
      34
      37
      143
      363
      419
      90
      246
      -67
      -177
      40
      -23
      -36
      -335
      231
      20
      484
      58
      82
      1,257
      119
      94
      687
      371
      380
      484
      84
      477
      -703
      -229
      -495
      -37
      -674
      -69
      923
      437
      873
      892
      1,144
      943
      1,271
      1,528
      512
      1,129
      607
      4,842
      4,062
      881
      -699
      17
      54
      6
      10
      28
      45
      320
      80
      96
      -72
      1,946
      662
      1,373
      2,010
      199
      450
      551
      198
      549
      132
      82
      501
      236
      669
      297
      635
      6,151
      273
      674
      838
      187
      449
      748
      715
      644
      780
      228
      797
      -315
      -318
      -61
      159
      241
      228
      472
      888
      1,310
      1,455
      208
      554
      1,900
      1,180
      537
      2,123
      2,055
      404
      967
      133
      1,224
      417
      2,206
      657
      897
      256
      93
      -105
      -46
      -93
      -735
      -33
      -205
      -285
      -28
      -133
      33
      -29
      -51
      -104
      39
      -46
      -8
      89
      -58
      -38
      -254
      -372
      -756
      -626
      -889
      -98
      -145
      -801
      -234
      -536
      -605
      -272
      263
      335
      182
      37
      320
      448
      391
      197
      567
      281
      524
      200
      1,431
      785
      149
      1,549
      978
      1,937
      696
      220
      373
      -515
      -21
      417
      150
      163
      125
      193
      -24
      374
      851
      50
      650
      45
      -6
      91
      379
      431
      93
      286
      339
      389
      -66
      -101
      -114
      263
      760
      363
      1,584
      3,194
      211
      188
      3,156
      1,585
      66
      102
      324
      1,493
      663
      516
      107
      209
      5
      99
      13
      124
      150
      13
      176
      -3
      -482
      -646
      -125
      170
      -146
      42
      1
      -37
      -52
      37
      -606
      -191
      -276
      266
      -208
      101
      133
      8
      -698
      -143
      -22
      -24
      -26
      96
      82
      133
      -372
      -237
      -566
      -472
      -8
      -532
      -409
      861
      74
      34
      536
      275
      624
      449
      279
      557
      459
      -4,654
      -2,921
      -4,288
      -67
      -197
      -243
      -201
      -27
      -118
      -706
      -61
      -782
      -61
      756
      474
      304
      1,089
      83
      589
      291
      705
      434
      267
      669
      1,484
      675
      423
      399
      342
      132
      500
      738
      178
      281
      388
      289
      880
      1,699
      847
      883
      400
      394
      1,165
      144
      511
      -68
      -48
      -20
      2,138
      -100
      -156
      -20
      -19
      58
      238
      95
      34
      25
      934
      777
      26
      28
      374
      285
      287
      1,499
      572
      352
      760
      439
      -143
      -221
      -132
      171
      73
      460
      82
      71
      118
      606
      224
      378
      4,271
      740
      1,501
      1,720
      104
      2,438
      1,785
      131
      5,384
      707
      3,516
      604
      5,227
      5,646
      7,264
      3,667
      447
      504
      331
      276
      16
      28
      103
      11
      530
      233
      706
      850
      425
      248
      -450
      -180
      -461
      -466
      -30
      -7
      -260
      583
      343
      1,381
      -397
      -593
      -238
      -282
      -130
      296
      306
      390
      24
      62
      -18
      -235
      -93
      1,953
      204
      538
      353
      827
      318
      172
      -188
      -326
      5,139
      -372
      -214
      -28
      -221
      1,803
      1,347
      1,162
      242
      1,190
      133
      684
      344
      452
      283
      119
      137
      24
      363
      -424
      -922
      1
      18
      13
      2,466
      18
      17
      13
      14
      4
      12
      11
      11
      11
      9
      1
      1,224
      1
      7
      5
      240
      3
      3
      3
      497
      4
      4
      3
      2
      10
      4
      4
      3
      3
      197
      3
      8
      13
      5
      28
      52
      149
      -51
      59
      159
      204
      220
      179
      303
      153
      59
      146
      -161
      -141
      461
      11
      29
      454
      114
      55
      247
      249
      536
      528
      365
      137
      531
      509
      440
      143
      -256
      306
      24
      220
      23
      25
      328
      98
      2
      512
      409
      1,893
      664
      690
      -64
      -15
      107
      -11
      -75
      -83
      -189
      -100
      -82
      155
      790
      150
      -345
      -468
      136
      142
      -788
      -1,839
      -838
      -972
      -1,535
      -2,259
      2
      175
      135
      37
      236
      -63
      461
      476
      8
      4
      44
      63
      45
      40
      98
      203
      9
      148
      233
      -9
      -12
      215
      -13
      338
      1,062
      181
      657
      336
      342
      165
      480
      101
      26
      -357
      -336
      -324
      -176
      -382
      225
      531
      109
      -321
      -985
      495
      59
      76
      75
      -443
      -141
      -23
      -193
      -90
      -34
      -232
      -197
      -1,920
      -1,368
      -1,411
      -7
      983
      997
      454
      -910
      -902
      -663
      17
      -40
      -364
      -320
      38
      -166
      -196
      -92
      -57
      -149
      -49
      -288
      105
      185
      338
      57
      330
      814
      8
      17
      569
      -5
      581
      1,693
      318
      233
      531
      1,223
      49
      20
      56
      34
      93
      3
      -54
      66
      21
      53
      3
      31
      29
      48
      -805
      -81
      -900
      59
      -14
      -133
      135
      105
      -402
      -298
      -343
      -306
      1,171
      42
      -238
      -480
      -226
      -74
      -205
      -106
      10
      49
      148
      92
      99
      649
      96
      29
      26
      -619
      -516
      100
      194
      309
      172
      479
      214
      980
      359
      1,034
      969
      -271
      658
      53
      40
      8
      6
      171
      437
      54
      22
      19
      32
      5
      8
      288
      412
      290
      206
      39
      102
      186
      29
      116
      32
      30
      70
      43
      36
      399
      85
      26
      739
      15
      29
      247
      -225
      -14
      488
      292
      130
      3
      168
      -1,108
      -1,189
      -412
      -268
      -85
      -114
      -178
      54
      -12
      234
      13
      233
      130
      8
      91
      -42
      11
      -642
      -770
      33
      -1,307
      -730
      45
      306
      6
      84
      67
      451
      122
      88
      47
      -13
      -95
      -374
      -542
      2,214
      -62
      -1,423
      -102
      -473
      -1,088
      -659
      430
      270
      443
      222
      564
      -23
      -172
      -456
      -260
      -475
      240
      -47
      -1,291
      -1,348
      -1,228
      -1,387
      -113
      -191
      -143
      -1,964
      19
      26
      312
      287
      94
      665
      815
      266
      199
      13
      17
      338
      254
      677
      655
      1,321
      889
      964
      105
      516
      1,490
      1,230
      449
      587
      1,424
      393
      -39
      886
      311
      59
      98
      -226
      -133
      -611
      -420
      -579
      -274
      -8
      -379
      70
      408
      2
      -78
      -9
      136
      45
      -121
      -100
      162
      509
      576
      83
      104
      -260
      15
      22
      -1,449
      -854
      11
      11
      16
      2
      2
      8
      265
      5
      6
      1
      3
      2
      3
      0
      -68
      -322
      -324
      -62
      -110
      -482
      -174
      -532
      4,278
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 2 294,472
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,732
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,732
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,732
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,840
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,840
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 1,108
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,108 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletGA
    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 ofbulletFERRELL SCRUGGS SR Telephone no.bullet (229) 242-2388

    Located atbulletPO BOX 5225VALDOSTAGA ZIP+4bullet31603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    F FERRELL SCRUGGS SR TRUSTEE
    0.00
    0 0 0
    4751 CAT CREEK ROAD
    VALDOSTA,GA31605
    PAMELA MILLER SCRUGGS TRUSTEE
    0.00
    0 0 0
    4751 CAT CREEK ROAD
    VALDOSTA,GA31605
    F FERRELL SCRUGGS JR TRUSTEE
    0.00
    0 0 0
    3337 PLANTATION DRIVE
    VALDOSTA,GA31605
    WADE H COLEMAN TRUSTEE
    0.00
    0 0 0
    910 N PATTERSON STREET
    VALDOSTA,GA31601
    J WENDELL GODBEE TRUSTEE
    0.00
    0 0 0
    3488 N VALDOSTA ROAD
    VALDOSTA,GA31601
    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.........................bullet0
    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
    4,403,110
    b
    Average of monthly cash balances.......................
    1b
    134,397
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,537,507
    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
    4,537,507
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    68,063
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,469,444
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    223,472
    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
    223,472
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,732
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,732
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    218,740
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    218,740
    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
    218,740
    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
    217,000
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    217,000
    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
    217,000
    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 7 218,740
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 1,547
    c From 2017......  
    d From 2018...... 2,384
    e From 2019...... 5,462
    fTotal of lines 3a through e........ 9,393
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 217,000
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 217,000
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 1,740 1,740
    (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 7,653
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    7,653
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 2,191
    d Excess from 2019.... 5,462
    e Excess from 2020....  
    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).)
    F FERRELL SCRUGGS SR
    F FERRELL SCRUGGS JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    100 BLACK MEN OF VALDOSTA INC
    PO BOX 1352
    VALDOSTA,GA31603
    NONE 501(C)(3) GENERAL FUND 2,000
    AH TURNER CENTER FOR THE ARTS
    527 N PATTERSON STREET
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL FUND 6,000
    BARC HUMANE SOCIETY
    PO BOX 574
    VALDOSTA,GA31603
    NONE 501(C)(3) GENERAL FUND 1,000
    BOYS AND GIRLS CLUB OF VALDOSTA GA
    3628 LAKE LAURIE DRIVE
    VALDOSTA,GA31605
    NONE 501(C)(3) GENERAL FUND 20,500
    CITIZENS AGAINST VIOLENCE MINISTRY INC
    307 E JANE ST
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL FUND 3,000
    COASTAL GEORGIA HISTORICAL SOCIETY
    610 BEACHVIEW DR
    ST SIMONS,GA31522
    NONE 501(C)(3) GENERAL FUND 2,000
    COASTAL HUMANE SOCIETY
    4627 US-17
    BRUNSWICK,GA31525
    NONE 501(C)(3) GENERAL FUND 1,000
    EMPTY STOCKING FUND
    PO BOX 3400
    VALDOSTA,GA31604
    NONE 501(C)(3) GENERAL FUND 1,000
    HABITAT FOR HUMANITY
    2010 CYPRESS ST
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL FUND 2,000
    LAMP
    601 N LEE STREET
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL FUND 2,000
    SALVATION ARMY - VALDOSTA GA
    320 SMITHLAND PLACE
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL AND EMPTY STOCKING FUND 2,000
    SHEPERD CENTER
    2020 PEACHTREE RD NW
    ATLANTA,GA30309
    NONE 501(C)(3) GENERAL FUND 5,000
    ST JOHN'S CHURCH - VALDOSTA GA
    800 GORNTO ROAD
    VALDOSTA,GA31602
    NONE 501(C)(3) SCHOOL FUND 5,000
    VALDOSTA STATE FOUNDATION
    901 N PATTERSON STREET
    VALDOSTA,GA31698
    NONE 501(C)(3) GENERAL FUND 5,000
    VALWOOD SCHOOL - VALDOSTA GA
    4380 OLD US 41 N
    HAHIRA,GA31632
    NONE 501(C)(3) GENERAL SCHOLARSHIP FUND 151,500
    EMORY BRAIN HEALTH CENTER
    1762 CLIFTON RD NE SUITE 1400
    ATLANTA,GA30322
    NONE 501(C)(3) GENERAL FUND 3,000
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814
    NONE 501(C)(3) GENERAL FUND 2,000
    GLYNN COUNTY VISUAL ARTS CENTER
    106 ISLAND DRIVE
    ST SIMONS ISLAND,GA31522
    NONE 501(C)(3) GENERAL FUND 1,000
    FIRST UNITED METHODIST CHURCH
    115 S 5TH ST
    GADSDEN,AL35901
    NONE 501(C)(3) GENERAL FUND 500
    CHRIST EPISCOPAL CHURCH
    1521 N PATTERSON ST
    VALDOSTA,GA31602
    NONE 501(C)(3) GENERAL FUND 1,000
    SECOND HARVEST OF SOUTH GEORGIA
    1411 HARBIN CIR
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL FUND 500
    Total .................................bullet 3a 217,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 81,825  
    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 ............
        18 294,472  
    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).. 0 376,297 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    376,297
    (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:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 3,600 3,600   0

    TY 2020 GeneralExplanationAttachment
    Name:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Identifier Return Reference Explanation
    REASONABLE CAUSE EXPLANATION FOR LATE FILING FORM 990-PF RE: NOTICE 0422810842 JULY 16, 2021 LTR 2697C 1 TAXPAYER IDENTIFICATION NUMBER: 58-2539112 TAXPAYER: FERRELL SCRUGGS FOUNDATION FORM: 990-PF TAX PERIOD: DECEMBER 31, 2020TO WHOM IT MAY CONCERN:WE ARE WRITING TO RESPECTFULLY REQUEST THE ABATEMENT OF ANY PENALTIES RESULTING FROM THE FAILURE TO SUBMIT THE 2020 FORM 990-PF ELECTRONICALLY FOR THE FERRELL SCRUGGS FOUNDATION. THE 2020 FORM 990-PF WAS FILED TIMELY VIA PAPER FILING BECAUSE THE VOLUME OF BROKERAGE TRANSACTIONS WOULD MAKE MANUAL KEYING AN ARDUOUS TASK WITH MORE THAN ONE HUNDRED PAGES OF BROKERAGE ACTIVITY REPORTED. WE WERE UNAWARE THAT THE RULES CONCERNING MANDATORY ELECTRONIC FILING HAD BEEN IMPLEMENTED FOR 990-PF RETURNS, AND PDF ATTACHMENTS OF BROKERAGE ACTIVITY WERE NO LONGER PERMISSIBLE. WHILE THE NOTICE RECEIVED BY THE FERRELL SCRUGGS FOUNDATION WAS DATED JULY 16, 2021, IT WAS NOT RECEIVED BY THE TAXPAYER UNTIL AUGUST 2, 2021. AS SOON AS WE WERE MADE AWARE OF THE REJECTION OF THE PAPER 2020 FORM 990-PF FILING, WE MADE THE NECESSARY CORRECTIONS TO PROMPTLY RESUBMIT THE RETURN AND COMPLY WITH THE ELECTRONIC FILING MANDATE.WE APOLOGIZE FOR THE ERROR IN SUBMITTING A PAPER RETURN, AND ALL FUTURE RETURNS WILL BE ELECTRONICALLY FILED IN A TIMELY MANNER. YOUR CONSIDERATION IN WAIVING ANY RELATED PENALTIES FOR LATE SUBMISSION OF THE RETURN WOULD BE GREATLY APPRECIATED.VERY TRULY YOURS, HENDERSON & GODBEE, LLPCERTIFIED PUBLIC ACCOUNTANTSVALDOSTA, GEORGIA

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENTS 3,837,847 4,866,185

    TY 2020 OtherDecreasesSchedule
    Name:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Description Amount
    BOOK TO MARKET DIFFERENCES 34,591
    NONDEDUCTIBLE EXPENSES FROM K-1S 18
    NONDEDUCTIBLE PUBLICLY TRADED PARTNERSHIP LOSSES 7,628
    FEDERAL TAXES PAID 10,871


    TY 2020 OtherIncreasesSchedule
    Name:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Description Amount
    NONTAXABLE INCOME 10,068


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RAYMOND JAMES INVESTMENT MANAGEMENT FEES 29,510 29,510   0


    TY 2020 TaxesSchedule
    Name:
    FERRELL SCRUGGS FOUNDATION INC
    EIN:
    58-2539112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,736 2,736   0