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 05-01-2020 , and ending 04-30-2021
Name of foundation
REESE FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)22000 SHALLOWATER LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BONITA SPRINGS, FL34135
A Employer identification number

36-3882837
B Telephone number (see instructions)

(630) 484-8999
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$3,066,931J 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) 120,670
2 Check bullet.............
3 Interest on savings and temporary cash investments 5 5  
4 Dividends and interest from securities... 68,762 68,762  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,115
b Gross sales price for all assets on line 6a 109,987
7 Capital gain net income (from Part IV, line 2)... 57,115
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........ 246,552 125,882  
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)....... Click to see attachment 1,650 1,650   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,324 0   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.......... 2,974 1,650   0
25 Contributions, gifts, grants paid....... 123,130 123,130
26 Total expenses and disbursements. Add lines 24 and 25 126,104 1,650   123,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 120,448
b Net investment income (if negative, enter -0-) 124,232
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.............      
2 Savings and temporary cash investments......... 38,927 91,576 91,576
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)....... 1,004,764 Click to see attachment1,072,562 2,968,487
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).......... 8,953 Click to see attachment8,906 6,868
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) 1,052,644 1,173,044 3,066,931
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 1,052,644 1,173,044
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,052,644 1,173,044
30 Total liabilities and net assets/fund balances (see instructions). 1,052,644 1,173,044
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,052,644
2
Enter amount from Part I, line 27a .....................
2
120,448
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,173,092
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
48
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,173,044
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 500 SHS JPMORGAN P 2002-10-18 2020-06-18
b 500 SHS JPMORGAN P 2002-10-18 2020-12-17
c VIATRIS INC P 2013-04-15 2020-11-25
d VIATRIS INC P 2013-04-15 2020-12-15
e
(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 49,760   25,228 24,532
b 59,596   27,122 32,474
c 12   9 3
d 619   513 106
e
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       24,532
b       32,474
c       3
d       106
e
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 57,115
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,727
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,727
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,727
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,120
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 1,120
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 9 607
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 taxBullet   RefundedBullet 11  
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)
    bullet
    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 ofbulletC MICHAEL REESE Telephone no.bullet (630) 484-8999

    Located atbullet22000 SHALLOWATER LNBONITA SPRINGSFL ZIP+4bullet34135
    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
    C MICHAEL REESE TRUSTEE
    1.00     		0 0 0
    22000 SHALLOWATER LANE
    BONITA SPRINGS,FL34135
    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
    2,265,136
    b
    Average of monthly cash balances.......................
    1b
    55,214
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,320,350
    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
    2,320,350
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,805
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,285,545
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    114,277
    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
    114,277
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,727
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,727
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    112,550
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    112,550
    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
    112,550
    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
    123,130
    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
    123,130
    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
    123,130
    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 7 112,550
    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...... 569
    b From 2016...... 1,852
    c From 2017...... 3,198
    d From 2018...... 4,689
    e From 2019...... 13,935
    fTotal of lines 3a through e........ 24,243
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 123,130
    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..... 112,550
    e Remaining amount distributed out of corpus 10,580
    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 34,823
    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) ...     		569
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		34,254
    10 Analysis of line 9:
    a Excess from 2016.... 1,852
    b Excess from 2017.... 3,198
    c Excess from 2018.... 4,689
    d Excess from 2019.... 13,935
    e Excess from 2020.... 10,580
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    C MICHAEL REESE
    22000 SHALLOWATER LN
    BONITA SPRINGS,FL34135
    (630) 484-8999
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LOCAL AND REGIONAL CHARITABLE ORGANIZATIONS.
    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
    ALS ASSOCIATION
    1275 K STREET NW
    WASHINGTON,DC20005     		NONE PC GENERAL 2,250
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601     		  PC GENERAL 2,000
    AMERICAN CANCER SOCIETY
    225 N MICHIGAN AVE SUITE 1200
    CHICAGO,IL60601     		  PC GENERAL 2,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1130
    FAIRFAX,VA22038     		  PC GENERAL 1,750
    AMERICAN HEART ASSOCIATION
    208 SOUTH LA SALLE STREET
    CHICAGO,IL60604     		  PC GENERAL 1,500
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET
    WASHINGTON,DC20009     		  PC GENERAL 500
    AMERICAN LUNG ASSOCIATION
    PO BOX 7000
    ALBERT LEA,MN560078001     		  PC GENERAL 1,000
    AMERICAN RED CROSS
    PO BOX 37243
    WASHINGTON,DC20013     		  PC GENERAL 2,500
    AMIGOS CENTER BONITA SPRINGS
    25999 OLD 41 ROAD
    BONITA SPRINGS,FL34135     		  PC GENERAL 1,750
    ANTHONY RIZZO FOUNDATION
    860 W BLACKHAWK UNIT 2707
    CHICAGO,IL60642     		  PC GENERAL 900
    ATHLETES IN ACTION
    651 TAYLOR DRIVE
    XENIA,OH45385     		  PC GENERAL 800
    AUDUBON OF FLORIDA
    375 SANCTUARY RD W
    NAPLES,FL34120     		  PC GENERAL 1,800
    B R RYALL YMCA
    49 DEICKE DRIVE
    GLEN ELLYN,IL60137     		  PC GENERAL 1,000
    BONITA SPRINGS ASSISTANCE OFFICE
    6 25300 BERNWOOD DR
    BONITA SPRINGS,FL34135     		  PC GENERAL 2,000
    BOYS AND GIRLS CLUB OF ELGIN
    355 DUNDEE AVE
    ELGIN,IL60120     		  PC GENERAL 500
    BREAST CANCER FUNDS
    282 SECOND ST
    SAN FRANCISO,CA94105     		  PC GENERAL 100
    BRIDGE COMMUNITIES INC
    505 CRESCENT BLVD
    GLEN ELLYN,IL60137     		  PC GENERAL 1,200
    BUCKNELL UNIVERSITY
    COOLEY HALL
    LEWISBERG,PA17837     		  PC GENERAL 1,750
    CASA
    505 N COUNTY FARM ROAD
    WHEATON,IL60187     		  PC GENERAL 1,000
    CAFE OF LIFE
    PO BOX 367794
    BONITA SPRINGS,FL34136     		  PC GENERAL 1,500
    CAL'S ALL-STAR ANGEL FOUNDATION
    C/O THOMAS SUTTER 721 ASHTON LANE
    SOUTH ELGIN,IL60177     		  PC GENERAL 1,500
    CARING BRIDGE ORG
    PO BOX 131447
    HOUSTON,TX77219     		  PC GENERAL 500
    CHILDREN'S HOSPITAL OF SW FLORIDA
    16451 HEALTHPARK COMMONS DR STE 200
    FORT MYERS,FL33902     		  PC GENERAL 2,500
    CONSERVANCY OF SW FLORIDA
    1450 MERRIHUE DR
    NAPLES,FL34102     		  PC GENERAL 1,000
    CROW CANYON ARCHAEOLOGICAL CENTER
    23390 ROAD K
    CORTEZ,CO81321     		  PC GENERAL 600
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH45250     		  PC GENERAL 1,800
    DUPAGE COMMUNITY FOUNDATION
    110 N CROSS ST
    WHEATON,IL60187     		  PC GENERAL 4,000
    FAMILY SHELTER SERVICE
    PO BOX 3404
    GLEN ELLYN,IL60137     		  PC GENERAL 2,000
    FGCU ATHLETICS
    10501 FGCU BLVD SOUTH
    FORT MYERS,FL33965     		  PC GENERAL 300
    FIRE MOUNTAIN SCHOOL
    6505 ELK FLAT RD
    ARCH CAPE,OR97102     		  PC GENERAL 1,500
    FISHER HOUSE FOUNDATION
    1401 ROCKVILLE PIKE
    ROCKVILLE,MD20852     		  PC GENERAL 2,000
    FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 HALF DAY ROAD STE 350
    BUFFALO GROVE,IL60089     		  PC GENERAL 1,200
    GLEN ELLYN HISTORICAL SOCIETY
    BOX 283
    GLEN ELLYN,IL60138     		  PC GENERAL 900
    GLEN OAK FOUNDATION
    C/O GLEN OAK CC 21W451 HILL AVE
    GLEN ELLYN,IL60137     		  PC GENERAL 500
    GOLDIE FLOBERG CENTER
    58 W ROCKTON ROAD
    ROCKTON,IL61072     		  PC GENERAL 1,500
    HABITAT FOR HUMANITY
    1288 N TAMIAMI TR
    NORTH FT MYERS,FL33903     		  PC GENERAL 1,200
    HARRY CHAPIN FOOD BANK OF SW FLORIDA
    3760 FOWLER ST
    FT MYERS,FL33901     		  PC GENERAL 2,000
    HOPE HEALTH CAREHOSPICE
    9470 HEALTHPARK CIR
    FORT MYERS,FL33908     		  PC GENERAL 950
    HORIZONS FOR YOUTH
    703 W MONROE ST
    CHICAGO,IL60661     		  PC GENERAL 500
    INTERFAITH CHARITIES
    17592 ROCKEFELLER CIRCLE
    FORT MYERS,FL33967     		  PC GENERAL 750
    ISRAEL CHILDREN'S CENTERS
    3275 W HILLSBORO BLVD
    DEERFIELD BEACH,FL33442     		  PC GENERAL 1,250
    JUVENILE DIABETES RESEARCH
    500 N DEARBORN STE 305
    CHICAGO,IL606104901     		  PC GENERAL 1,750
    KAPPA KAPPA GAMMA SORORITY
    PO BOX 38
    COLUMBUS,OH432160038     		  PC GENERAL 600
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 4072
    PITTSFIELD,MA01202     		  PC GENERAL 900
    LIBERTY YOUTH RANCH FOUNDATION
    27225 OLD RT 41
    BONITA SPRINGS,FL34135     		  PC GENERAL 800
    LIFE WITHOUT LIMBS
    PO BOX 2430
    AGOURA HILLS,CA91376     		  PC GENERAL 1,000
    LINCOLN COLLEGE
    300 KEOKUK ST
    LINCOLN,NE62656     		  PC GENERAL 900
    LITERACY VOLUNTEERS OF AMERICA
    24 W 500 MAPLE AVENUE
    NAPERVILLE,IL60540     		  PC GENERAL 1,500
    LITTLE CITY PALATINE
    1610 COLONIAL PARKWAY
    INVERNESS,IL60067     		  PC GENERAL 1,030
    LIVINGWELL CANCER RESOURCE CENTER
    442 WILLIAMSBURG AVE
    GENEVA,IL60134     		  PC GENERAL 500
    BRIGHT FOCUS FOUNDATION MACULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871     		  PC GENERAL 800
    MARCH OF DIMES
    111 W JACKSON BLVD
    CHICAGO,IL60604     		  PC GENERAL 150
    MARIANJOY REHAB HOSPITAL
    PO BOX 795
    WHEATON,IL60187     		  PC GENERAL 1,750
    MCCORMICK TRIBUNE FOUNDATION
    435 N MICHIGAN AVE
    CHICAGO,IL60611     		  PC GENERAL 1,500
    MICHAEL J FOX FOUNDATION
    PO BOX 5014
    HAGERSTOWN,MD21741     		  PC GENERAL 1,500
    MULTIPLE SCLEROSIS FOUNDATION
    6520 NORTH ANDREWS AVE
    FT LAUDERDALE,FL333092132     		  PC GENERAL 1,000
    MUSCULAR DYSTROPHY ASSOCIATION
    430 N MICHIGAN AVE
    CHICAGO,IL60611     		  PC GENERAL 500
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVE NW 200
    WASHINGTON,DC20005     		  PC GENERAL 700
    NEW HORIZONS OF SW FLORIDA
    PO BOX 111833
    NAPLES,FL34108     		  PC GENERAL 1,500
    NORTH COAST LAND CONSERVANCY
    2609 N ROOSEVELT DR
    SEASIDE,OR97138     		  PC GENERAL 500
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN COURT
    GENEVA,IL60134     		  PC GENERAL 3,500
    NORTHWESTERN MEDICINE FOUNDATION
    25 N WINFIELD ROAD
    WINFIELD,IL601901295     		  PC GENERAL 3,000
    OUTREACH COMMUNITY MINISTRIES
    122 W LIBERTY
    WHEATON,IL601875124     		  PC GENERAL 2,750
    PADS
    705 W LIBERTY
    WHEATON,IL60187     		  PC GENERAL 1,500
    PANCREATIC CANCER ACTION NETWORK
    2141 ROSENCRANS AVE
    EL SEGUNDO,CA90245     		  PC GENERAL 1,500
    PARKINSONS FOUNDATION
    200 SE 1ST STREET SUITE 800
    MIAMI,FL33131     		  PC GENERAL 1,000
    PEOPLES RESOURCE CENTER
    1506 E ROOSEVELT ROAD
    WHEATON,IL60187     		  PC GENERAL 1,500
    RENEW PROJECT
    483 N MAIN ST
    GLEN ELLYN,IL60137     		  PC GENERAL 900
    SALVATION ARMY (FLORIDA)
    PO BOX 60087
    FORT MYERS,FL33906     		  PC GENERAL 1,500
    SALVATION ARMY (FT MYERS)
    PO BOX 60087
    FORT MYERS,FL33906     		  PC GENERAL 2,250
    SHADOW WOOD CHARITABLE FOUNDATION
    BOX 162 24600 TAMIAMI TRAIL STE 212
    BONITA SPRINGS,FL34134     		  PC GENERAL 1,350
    SOUTH COUNTY COMMUNITY FOOD BANK
    PO BOX 602
    SEASIDE,OR97138     		  PC GENERAL 750
    SOUTHWEST FLORIDA COMMUNITY FOUNDATION
    8771 COLLEGE PKWY BLDG 2 ST 201
    FORT MYERS,FL33919     		  PC GENERAL 3,500
    SPECIAL OLYMPICS FOR POLAR PLUNGE
    541 N PAIRBANKS CT
    CHICAGO,IL60611     		  PC GENERAL 800
    SPECTROIS INSTITUTE FOR LOW VISION
    219 E COLE AVE
    WHEATON,IL60187     		  PC GENERAL 1,500
    ST MARK'S EPISCOPAL CHURCH
    393 N MAIN ST
    GLEN ELLYN,IL60137     		  PC GENERAL 2,500
    ST MARY'S EPISCOPAL CHURCH
    PO BOX 1923
    BONITA SPRINGS,FL34133     		  PC GENERAL 2,600
    SUSAN KOMAN RALLY FOR A CURE
    PO BOX 650309
    DALLAS,TX75265     		  PC GENERAL 250
    SYRIAN AMERICAN MEDICAL SOCIETY
    1012 14TH ST NW SUITE 1500
    WASHINGTON,DC20005     		  PC GENERAL 1,500
    THETA CHI FUNDS FOUNDATION
    3330 FOUNDERS ROAD
    INDIANAPOLIS,IN46268     		  PC GENERAL 750
    TOGETHER RISING
    800 WEST BROAD ST SUITE 6409
    FALLS CHURCH,VA22040     		  PC GENERAL 500
    TREES WATER & PEOPLE FUND
    633 REMINGTON ST
    FORT COLLINS,CO80524     		  PC GENERAL 900
    TRI-CITY FAMILY SERVICES
    1120 RANDALL COURT
    GENEVA,IL60134     		  PC GENERAL 2,500
    UNITED WAY OF LEE COUNTY
    7275 CONCOURSE DRIVE
    FORT MYERS,FL33908     		  PC GENERAL 1,700
    VALPARAISO UNIVERSITY
    GRALAND HALL
    VALPARAISO,IN463836493     		  PC GENERAL 1,750
    WCGU PUBLIC RADIO
    10501 FGCU BLVD SOUTH
    FORT MYERS,FL33965     		  PC GENERAL 900
    WESTERN GOLF EVANS SCHOLARSHIP
    1 BRIAR ROAD
    GOLF,IL60029     		  PC GENERAL 800
    WILD SALMON CENTER
    721 NW 9TH AVE
    PORTLAND,OR97209     		  PC GENERAL 700
    WOUNDED WARRIORS PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		  PC GENERAL 1,750
    WTTW CHANNEL 11
    5400 N ST LOUIS AVE
    CHICAGO,IL606253698     		  PC GENERAL 700
    YOUNG MEN'S EDUC NETWORK
    1241 S PULASKI
    CHICAGO,IL60623     		  PC GENERAL 900
    Total .................................bullet 3a 123,130
    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 ...........     		    14 5  
    4 Dividends and interest from securities....     14 68,762  
    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 57,115  
    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).. 0 125,882 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    125,882
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    REESE FAMILY CHARITABLE FOUNDATION
     
    Employer identification number

    36-3882837
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    REESE FAMILY CHARITABLE FOUNDATION
          		Employer identification number
    36-3882837
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    C MICHAEL AND JENNIFER REESE
    22000 SHALLOWATER LANE
     
    BONITA SPRINGS, FL34135

    		$ 120,670


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    REESE FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    36-3882837
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHARES JPMORGAN CHASE & COMPANY STOCK $ 120,670 2020-12-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    REESE FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    36-3882837
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    REESE FAMILY CHARITABLE FOUNDATION
    EIN:
    36-3882837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREP FEES 1,650 1,650   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    REESE FAMILY CHARITABLE FOUNDATION
    EIN:
    36-3882837
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP MORGAN CHASE & CO 978,345 2,774,117
    WASHINGTON MUTUAL INVESTORS CL A 5,000 7,430
    AMERICAN ELEC PWR INC 12,070 21,290
    ARCHER DANIELS MIDLAND CO 11,908 23,358
    CVS CAREMARK CORP 10,361 13,752
    CONOCOPHILLIPS 9,952 8,694
    KRAFT HEINZ COMPANY 9,870 8,258
    MCDONALDS CORP 15,534 35,412
    PFIZER INC 9,465 12,368
    UNITEDHEALTH GROUP INC 10,057 63,808

    TY 2020 InvestmentsOtherSchedule2
    Name:
    REESE FAMILY CHARITABLE FOUNDATION
    EIN:
    36-3882837
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HCP INC REIT AT COST 8,906 6,868

    TY 2020 OtherDecreasesSchedule
    Name:
    REESE FAMILY CHARITABLE FOUNDATION
    EIN:
    36-3882837
    Description Amount
    NON-DIVIDEND DISTRIBUTIONS 48


    TY 2020 TaxesSchedule
    Name:
    REESE FAMILY CHARITABLE FOUNDATION
    EIN:
    36-3882837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 1,324 0   0