TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
L & J R SENIOR FAM FDN

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634

A Employer identification number

31-1536723

B Telephone number (see instructions)

(513) 632-4607

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,302,226J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	12,121		11,728
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		8,590
b	Gross sales price for all assets on line 6a 130,427
7	Capital gain net income (from Part IV, line 2)...			8,590
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		3,000
12	Total. Add lines 1 through 11........	23,711		20,318
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		1,500	0	0	1,500
c	Other professional fees (attach schedule)....		15,150	13,635		1,515
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		3,377	532		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		274	74		200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	20,301		14,241	0	3,215
25	Contributions, gifts, grants paid.......	45,000				45,000
26	Total expenses and disbursements. Add lines 24 and 25	65,301		14,241	0	48,215
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-41,590
b	Net investment income (if negative, enter -0-)			6,077
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	31,940	89,095	89,095
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	564,158	507,935	829,411
	c	Investments—corporate bonds (attach schedule).......	44,966	44,966	44,600
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	274,207	220,899	339,120
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	915,271	862,895	1,302,226
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	915,271	862,895
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	915,271	862,895
	30	Total liabilities and net assets/fund balances (see instructions).	915,271	862,895

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

915,271

Enter amount from Part I, line 27a .....................

-41,590

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

873,681

Decreases not included in line 2 (itemize) bullet

10,786

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

862,895

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	11. CANADIAN NATL RY CO COM		2018-05-25	2020-05-13
b	11. NESTLE S A SPONSORED ADR REPSTG REG SH		2018-05-25	2020-05-13
c	18. AMADEUS IT HOLDING UNSP A D R		2019-07-19	2020-06-08
d	3. BAIDU COM INC A D R		2020-04-16	2020-06-08
e	15. BAIDU COM INC A D R		2018-05-25	2020-06-08
	.2267 SONOVA HOLDING UNSPON ADR		2018-05-25	2020-07-09
	300. AMERICAN CAMPUS COMMUNITIES		2018-02-16	2020-07-15
	110. BRISTOL MYERS SQUIBB RT 3/31/21		2019-11-20	2020-07-15
	55. CHEVRONTEXACO CORP		2004-09-24	2020-07-15
	230. DELTA AIR LINES INC		2019-10-25	2020-07-15
	75. FIVE BELOW		2019-10-25	2020-07-15
	903.697 NEUBERGER BERMAN LONG SH INS			2020-07-15
	300. PARSLEY ENERGY INC-CLASS A		2019-10-25	2020-07-15
	35. LYONDELLBASELL INDUSTRIES CL A		2019-10-25	2020-07-15
	18. TAIWAN SEMICONDUCTOR MFG SPON ADR			2020-07-29
	11. TAIWAN SEMICONDUCTOR MFG SPON ADR		2018-05-25	2020-08-05
	260. MFC ISHARES TR MSCI EAFE INDEX FD			2020-08-11
	680.418 NUVEEN SANTA BARBARA DIV GROWTH FD I		2012-10-12	2020-08-11
	81. VANGUARD REIT ETF		2019-10-25	2020-08-11
	25. INFINEON TECHNOLOGIES A G A D R		2018-05-25	2020-09-22
	13. YANDEX NV		2018-10-25	2020-10-12
	415. MYLAN NV		2019-10-25	2020-11-17
	5. INFINEON TECHNOLOGIES A G A D R		2018-05-25	2020-12-07
	31. CHINA MOBILE HONG KONG LTD A D R		2019-03-27	2020-12-21
	6. TAIWAN SEMICONDUCTOR MFG SPON ADR		2018-05-25	2021-01-14
	28. INFINEON TECHNOLOGIES A G A D R		2018-05-25	2021-01-25
	4. TAIWAN SEMICONDUCTOR MFG SPON ADR		2018-05-25	2021-02-11
	3. LINDE PLC		2018-12-12	2021-02-11
	11. ADIDAS AG A D R			2021-03-09
	7. TAIWAN SEMICONDUCTOR MFG SPON ADR		2018-05-25	2021-03-09
	2. DASSAULT SYSTEMES S.A. SPA ADR		2020-01-09	2021-04-27
	4. DIAGEO PLC SPONSORED ADR NEW		2019-03-06	2021-04-27
	9. LONZA GROUP AG UNSPON A D R		2018-05-25	2021-04-27
	8. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2018-05-25	2021-04-27
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	885	925	-40
b	1,193	844	349
c	1,089	1,461	-372
d	352	305	47
e	1,761	3,686	-1,925
	9	8	1
	10,375	10,951	-576
	340	234	106
	4,870	2,906	1,964
	6,537	12,560	-6,023
	7,577	9,765	-2,188
	13,953	11,110	2,843
	3,252	5,102	-1,850
	2,393	3,173	-780
	1,416	736	680
	902	432	470
	16,802	15,778	1,024
	30,081	18,405	11,676
	6,703	7,551	-848
	681	697	-16
	799	351	448
	6,538	7,806	-1,268
	182	139	43
	870	1,597	-727
	784	236	548
	1,151	780	371
	540	157	383
	761	485	276
	1,829	1,254	575
	813	275	538
	467	340	127
	717	631	86
	548	244	304
	1,143	913	230
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114
			2,114

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			-40
b			349
c			-372
d			47
e			-1,925
			1
			-576
			106
			1,964
			-6,023
			-2,188
			2,843
			-1,850
			-780
			680
			470
			1,024
			11,676
			-848
			-16
			448
			-1,268
			43
			-727
			548
			371
			383
			276
			575
			538
			127
			86
			304
			230

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	8,590
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	84
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	84
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	84
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	1,805
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,805
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,721
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax84	Refunded	11	1,637

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

U S BANK NA Telephone no. bullet

(513) 632-2114

Located at bullet

425 WALNUT ST CN-OH-W10XCINCINNATIOH ZIP+4 bullet

452011118

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
JOHN DAVID SENIOR	TRUSTEE 0	0
425 WALNUT ST CN-OH-W10X CINCINNATI,OH452011118	TRUSTEE 0	0
BARBARA SENIOR	TRUSTEE 0	0
425 WALNUT ST CN-OH-W10X CINCINNATI,OH452011118	TRUSTEE 0	0

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...................				0

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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,070,695

Average of monthly cash balances.......................

104,877

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,175,572

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,175,572

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

17,634

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,157,938

Minimum investment return. Enter 5% of line 5..................

57,897

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.)

Minimum investment return from Part X, line 6....................

57,897

Tax on investment income for 2020 from Part VI, line 5......

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

57,813

Recoveries of amounts treated as qualifying distributions................

3,000

Add lines 3 and 4............................

60,813

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

60,813

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

48,215

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

48,215

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

48,215

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)

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					60,813
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				30,875
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	0
d From 2018......	0
e From 2019......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 48,215
a Applied to 2019, but not more than line 2a				30,875
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.....					17,340
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2020.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					43,473
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	0
c Excess from 2018....	0
d Excess from 2019....	0
e Excess from 2020....	0

Form 990-PF (2020)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
WSMR-WUSF PUBLIC MEDIA PO BOX 917134 ORLANDO,FL328917134	NONE	PC	GENERAL OPERATING	5,000
UNION CHURCH PO BOX 133 BELGRADE LAKES,ME04918	NONE	PC	GENERAL OPERATING	5,000
BELGRADE LAKES ASSOCIATION PO BOX 551 BELGRADE LAKES,ME04819	NONE	PC	GENERAL OPERATING	2,500
THE LAUREL CIVIC ASSOCIATION INC 509 COLLINS RD LAUREL,FL34272	NONE	PC	GENERAL OPERATING	10,000
KIDS NEEDS GREATER ENGLEWOOD FL INC PO BOX 944 ENGLEWOOD,FL34295	NONE	PC	GENERAL OPERATING	2,500
BOCA GRANDE UNITED METHODIST CHURCH CUBA PROJECT PO BOX 524 BOCA GRANDE,FL33921	NONE	PC	GENERAL OPERATING	10,000
GUADALUPE CENTER 509 HOPE CIRCLE IMMOKALEE,FL34121	NONE	PC	GENERAL OPERATING	10,000
Total ................................. 3a				45,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	12,121
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	8,590
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aGRANT RECOVERIES			1	3,000
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				23,711

13Total. Add line 12, columns (b), (d), and (e)..................

23,711

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,500			1,500

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Name of Bond	End of Year Book Value	End of Year Fair Market Value
670678390 NUVEEN STRATEGIC INC	44,966	44,600

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Name of Stock	End of Year Book Value	End of Year Fair Market Value
742718109 PROCTER GAMBLE CO	17,643	3,336
882508104 TEXAS INSTRUMENTS IN	17,798	12,636
192422103 COGNEX CORP	4,465	7,320
023135106 AMAZON.COM INC	28,017	55,479
22160K105 COSTCO WHSL CORP	2,960	3,721
91324P102 UNITED HEALTH GROUP	12,714	20,738
958102105 WESTERN DIGITAL CORP	4,275	4,944
040413106 ARISTA NETWORKS INC	14,672	18,910
902252105 TYLER TECHNOLOGIES I	7,356	11,896
G1151C101 ACCENTURE PLC CL A	3,788	8,699
30303M102 FACEBOOK INC A	18,830	32,508
247361702 DELTA AIR LINES INC
88579Y101 3M CO	15,175	6,308
70450Y103 PAYPAL HOLDINGS INC	5,341	13,115
02079K305 ALPHABET INC CL A	10,876	28,242
76680R206 RINGCENTRAL INC	4,835	9,569
893641100 TRANSDIGM GROUP INC	2,534	3,069
641069406 NESTLE SA SPONSORED	1,842	2,869
904767704 UNILEVER PLC SPSD AD	1,784	1,938
23304Y100 DBS GROUP HLDGS LTD	3,408	3,938
88032Q109 TENCENT HLDGS LTD A	1,870	3,186
16941M109 CHINA MOBILE LIMITED
90460M204 UNI CHARM CORPORATIO	2,013	2,242
171269103 CHUGAI PHARMACEUTIC	1,256	2,020
40415F101 H D F C BK LTD A D R	970	1,406
015393101 ALFA LAVAL AB SWEDEN	1,274	1,683
35952Q106 FUCHS PETROLUB SE PR	596	583
097023105 BOEING CO	2,730	1,874
110122108 BRISTOL MYERS SQUIBB	6,149	6,866
285512109 ELECTRONIC ARTS INC	10,551	15,629
33829M101 FIVE BELOW
88339J105 TRADE DESK INC THE C	5,247	18,962
465562106 ITAU UNIBANCO HOLDIN	2,491	1,890
29429L105 EPIROC AB UNSP A D R	944	2,126
136375102 CANADIAN NATL RY CO	925	1,184
500458401 KOMATSU LTD A D R	1,538	2,063
056752108 BAIDU COM INC A D R
931142103 WAL MART STORES INC	7,729	9,094
595112103 MICRON TECHNOLOGY IN	2,651	4,734
808513105 SCHWAB CHARLES CORP	11,264	19,360
440452100 HORMEL FOODS CORP	2,437	2,772
701877102 PARSLEY ENERGY INC-C
848637104 SPLUNK INC	16,646	17,699
81762P102 SERVICENOW INC	3,357	7,089
G6095L109 APTIV PLC	3,141	5,036
N59465109 MYLAN NV
98956P102 ZIMMER BIOMET HOLDIN	14,156	3,898
H1467J104 CHUBB LTD	5,312	6,864
771195104 ROCHE HOLDINGS LTD S	2,108	3,013
767204100 RIO TINTO PLC A D R	1,799	2,892
874039100 TAIWAN SEMICONDUCTOR	1,452	4,319
25243Q205 DIAGEO PLC SPONSORED	1,104	1,255
018820100 ALLIANZ SE UNSP A D	2,781	3,304
69343P105 LUKOIL PJSC SPON A D	2,117	1,931
80687P106 SCHNEIDER ELECT SE U	1,962	3,249
46625H100 J P MORGAN CHASE CO	8,698	15,381
15135B101 CENTENE CORP COM	16,360	20,992
M22465104 CHECK POINT SOFTWARE	2,658	3,037
501173207 KUBOTA LTD A D R	1,659	2,354
344419106 FOMENTO ECONOMICO ME	1,950	1,783
049255706 ATLAS COPCO AB SPONS	2,358	4,620
002824100 ABBOTT LABORATORIES	10,702	11,408
54338V101 LONZA GROUP AG UNSPO	1,113	2,598
307305102 FANUC CORPORATION A	1,058	1,130
780259107 ROYAL DUTCH SHELL A	2,112	1,361
594918104 MICROSOFT CORP	15,389	71,871
012653101 ALBEMARLE CORP	6,172	15,976
166764100 CHEVRON CORPORATION
00687A107 ADIDAS AG A D R
237545108 DASSAULT SYSTEMES SA	2,544	3,948
05946K101 BANCO BILBAO VIZCAYA	2,834	2,257
670108109 NOVOZYMES A S UNSPON	927	1,281
87155N109 SYMRISE AG UNSPON A	1,247	1,962
037833100 APPLE INC	2,084	59,420
060505104 BANK OF AMERICA CORP	5,408	6,890
N53745100 LYONDELLBASELL INDUS
89400J107 TRANSUNION	6,627	8,367
78409V104 S P GLOBAL INC	4,484	7,027
G5494J103 LINDE PLC	646	1,143
502117203 LOREAL UNSPONSORED A	2,322	3,927
87184P109 SYSMEX CORP UNSPON A	1,716	1,856
45662N103 INFINEON TECHNOLOGIE	2,304	5,123
009126202 AIR LIQUIDE S A A D	859	1,245
45104G104 ICICI BANK LTD A D R	1,031	1,940
83569C102 SONOVA HOLDING UNSPO	1,187	2,008
N97284108 YANDEX NV	432	1,049
001317205 AIA GROUP LTD ADR	3,539	4,984
02263T104 AMADEUS IT HOLDING U
437076102 HOME DEPOT INC	5,591	13,270
03027X100 AMERICAN TOWER CORP	17,003	26,751
025076845 AMERICAN CENT SMALL	28,412	44,790
852234103 SQUARE INC A	4,087	15,913
024835100 AMERICAN CAMPUS COMM
824667109 SHIONOGI CO LTD UNSP	1,640	1,531
02319V103 AMBEV SA SPN A D R	1,838	1,270
110122157 BRISTOL MYERS SQUIBB
09062X103 BIOGEN, INC	2,887	2,673
56585A102 MARATHON PETROLEUM C	13,673	19,478
00783V104 ADYEN NV UNSPON A D	2,927	6,409
803054204 SAP SE SPONSORED A D	3,152	3,778
818800104 SGS SA A D R	992	1,123
65479L108 NITORI HLDGS CO LTD	887	1,223
72341E304 PING AN INSURANCE AD	1,618	1,618
088606108 B H P BILLITON LIMIT	3,849	3,711
92556V106 VIATRIS INC	6,538	5,520
H01301128 ALCON INC	1,444	1,735
01609W102 ALIBABA GROUP HOLDIN	1,750	1,848
12591J207 CSPC PHARMACEUTICAL	1,269	1,213
26876F102 ENN ENERGY HOLDINGS	1,075	1,161

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
464287465 ISHARES MSCI EAFE ET
922908553 VANGUARD REIT ETF	AT COST	25,177	29,724
77957Y106 T ROWE PRICE MID CAP	AT COST	31,275	46,325
464287804 I SHARES S P SMALLC	AT COST	29,518	40,900
67065W639 NUVEEN SANTA BARBARA
315920686 FIDELITY ADV DIVERS	AT COST	76,599	125,177
921921300 VANGUARD EQUITY INCO	AT COST	6,256	11,058
06828M876 BARON EMERGING MARKE	AT COST	29,983	50,181
149498107 CAUSEWAY EMERGING MA	AT COST	7,091	12,154
779556109 ROWE T PRICE MID-CAP	AT COST	15,000	23,601
64128R608 NEUBERGER BERMAN LON

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Description	Amount
ROC ADJ ON CY SALES	111
CHEVRON COST BASIS ADJUSTMENT	10,157
COST BASIS ADJUSTMENT	518

- TIN:

TY 2020 OtherExpensesSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING FEE/TAX	200	0		200
ADR FEES	74	74		0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
GRANT RECOVERIES	3,000	0

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	15,150	13,635		1,515

- TIN:

TY 2020 TaxesSchedule

Name:

L & J R SENIOR FAM FDN

EIN:

31-1536723

Category	Amount	Net Investment Income
FOREIGN TAXES	532	532
FEDERAL TAX PAYMENT - PRIOR YE	1,040	0
FEDERAL ESTIMATES - PRINCIPAL	1,805	0