Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Bruce and Susan Kilgore Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

84-3025086
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,760,291J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 576 576  
4 Dividends and interest from securities... 101,153 101,153  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 345,379
b Gross sales price for all assets on line 6a 7,665,831
7 Capital gain net income (from Part IV, line 2)... 4,911,838
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........ 447,108 5,013,567  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 49,092 49,092    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 71,031 631    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,856 90   20,766
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,979 49,813   20,766
25 Contributions, gifts, grants paid....... 39,100 39,100
26 Total expenses and disbursements. Add lines 24 and 25 180,079 49,813   59,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 267,029
b Net investment income (if negative, enter -0-) 4,963,754
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......... 4,384 836,190 836,190
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)   Click to see attachment99,000 100,032
b Investments—corporate stock (attach schedule)....... 4,924,368 Click to see attachment3,766,591 4,321,391
c Investments—corporate bonds (attach schedule).......   Click to see attachment294,000 295,764
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment200,000 206,914
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) 4,928,752 5,195,781 5,760,291
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,928,752 5,195,781
29 Total net assets or fund balances (see instructions)..... 4,928,752 5,195,781
30 Total liabilities and net assets/fund balances (see instructions). 4,928,752 5,195,781
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
4,928,752
2
Enter amount from Part I, line 27a .....................
2
267,029
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,195,781
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,195,781
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 Publicly-traded Securities      
b
c
d
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 7,665,831   2,753,993 4,911,838
b
c
d
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       4,911,838
b
c
d
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 4,911,838
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 68,996
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  
3 Add lines 1 and 2........................... 3 68,996
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 68,996
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 70,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 175
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,229
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,229 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Bruce James Kilgore Dir, Co- Pres, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Susan Kilgore Co- Pres, Dir, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    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)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,081,810
    b
    Average of monthly cash balances.......................
    1b
    1,099,269
    c
    Fair market value of all other assets (see instructions)................
    1c
    36,747
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,217,826
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,217,826
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    78,267
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,139,559
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    256,978
    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
    256,978
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    68,996
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    68,996
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    187,982
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    187,982
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    187,982
    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
    59,866
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    59,866
    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
    59,866
    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 7 187,982
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 53,205
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 59,866
    a Applied to 2019, but not more than line 2a 53,205
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 6,661
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		181,321
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COLUMBIA RIVERKEEPER
    407 PORTWAY AVE 301
    HOOD RIVER,OR97031     		N/A PC General & Unrestricted 10,000
    FRIENDS OF TRYON CREEK PARK
    11321 S TERWILLIGER BLVD
    PORTLAND,OR97219     		N/A PC General & Unrestricted 2,000
    HABITAT FOR HUMANITY PORTLAND METRO EAST
    PO BOX 11527
    PORTLAND,OR97211     		N/A PC General & Unrestricted 1,000
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 1,100
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 5,000
    PORTLAND AUDUBON SOCIETY
    5151 NW CORNELL RD
    PORTLAND,OR97210     		N/A PC General & Unrestricted 2,000
    RE-VOLV
    5 3RD ST SUITE 424
    SAN FRANCISCO,CA94103     		N/A PC General & Unrestricted 1,000
    ST STEPHENS EPISCOPAL PARISH
    11800 S MILITARY LN
    PORTLAND,OR97219     		N/A PC Clay Street Table 5,000
    THE NATURE CONSERVANCY - OREGON CHAPTER
    821 SE 14TH AVE
    PORTLAND,OR97214     		N/A PC General & Unrestricted 5,000
    THE STREET TRUST COMMUNITY FUND
    618 NW GLISAN ST STE 203
    PORTLAND,OR97209     		N/A PC General & Unrestricted 2,000
    WILLAMETTE RIVERKEEPER
    403 SE CARUTHERS ST STE 101
    PORTLAND,OR97214     		N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 39,100
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 576  
    4 Dividends and interest from securities....     14 101,153  
    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 ............     		    18 345,379  
    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)..   447,108  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    447,108
    (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

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

    TY 2020 DepreciationSchedule
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY CD - 1.650% - 0 98,000 98,982
    PINNACLE CD - 1.600% - 05/14/2 98,000 98,568
    TRUIST ANK CD - 1.650% - 02/18 98,000 98,214

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAM/INSIGHT SELECT INCOME FUND 307,194 314,622
    ABBOTT LABS 16,944 20,694
    ABBVIE INC 19,732 27,002
    ACUSHNET HOLDINGS CORP 6,780 8,594
    ADOBE SYSTEMS, INC 31,617 41,510
    AERCAP HOLDING N.V 2,497 6,108
    AGILENT TECHNOLOGIES INC 1,141 1,185
    AGREE REALTY CORP 1,622 1,731
    AIR PRODS & CHEM INC 29,037 33,060
    ALBANY INTERNATIONAL CORP 392 661
    ALIBABA GROUP HOLDING LTD 15,400 16,291
    ALLETE INC 277 310
    ALPHABET INC CL A 52,537 63,095
    AMAZON COM 51,736 81,423
    AMDOCS LIMITED 7,800 8,086
    AMERICAN TOWER REIT INC 42,075 40,178
    AMGEN INC 449 460
    ANSYS INC 6,627 8,367
    AON PLC CL A 18,999 19,437
    APARTMENT INCOME REIT CORP 379 384
    APARTMENT INV AND MGMT COMPANY 248 53
    APTIV PLC 15,346 23,843
    ARCH CAPITAL GROUP LTD 7,317 6,096
    ASHTEAD GROUP PLC 20,091 31,647
    AUTODESK, INC 18,152 28,702
    AUTOMATIC DATA PROCESSING INC 22,992 23,435
    AVERY DENNISON CORP 5,104 5,894
    BANCO ITAU HOLDING FINANCIERA 257 390
    BANK OF MONTREAL 315 456
    BANK OZK 7,558 8,943
    BASF AG SPONS ADR 10,498 12,635
    BLACK KNIGHT, INC 8,540 10,955
    BLACKROCK INC 23,927 31,748
    BNP PARIBAS SPONS ADR 266 452
    BRIGHT HORIZONS FAMILY SOLUTIO 1,628 2,076
    BROADCOM INC 21,069 29,774
    BROOKFIELD ASSET MANAGEMENT CL 56,659 61,575
    BROOKFIELD INFRASTRUCTURE ORD 3,053 5,712
    BROOKFIELD PROPERTY REIT INC 1,019 807
    BROOKFIELD RENEWABLE CORP CL A 303 524
    BROWN & BROWN INC 5,793 5,926
    BROWN FORMAN CORP CL B 2,031 2,303
    BRUNSWICK CORP 6,544 9,073
    CABLE ONE INC 7,226 8,911
    CAMDEN PPTY TR 1,204 1,299
    CANADIAN NATL RAILWAY CO 10,616 12,193
    CANNAE HOLDINGS INC 742 930
    CARMAX INC 15,571 18,136
    CATHAY GENERAL BANCORP 176 258
    CBRE GROUP 8,544 8,404
    CHARLES SCHWAB CORP 13,024 14,533
    CHARTER COMMUNICATIONS, INC 25,427 32,416
    CIMAREX ENERGY CO 80 225
    COGNEX CORPORATION 601 883
    COLFAX CORPORATION 1,480 1,530
    COMCAST CORP 12,695 15,301
    COMFORT SYSTEMS USA INC 1,360 1,527
    CONMED CORPORATION 1,243 2,240
    COPART INC 10,355 13,234
    COSTAR GROUP, INC 6,693 9,243
    COSTCO WHOLESALE CORPORATION 5,934 7,159
    CRANE CO 48 78
    CREDIT ACCEPTANCE CORPORATION 5,745 5,192
    CRH PLC - AMERICAN DEPOSITARY 15,289 16,649
    CROWN CASTLE INTL 26,883 28,336
    DANAHER CORP 15,202 20,659
    DBS GROUP HLDGS SPON ADR 14,474 14,906
    DIAMONDBACK ENERGY INC 1,130 2,226
    DOLLAR GENERAL CORP 1,733 2,313
    DOMINOS PIZZA INC 4,197 5,752
    DONALDSON CO. INC 197 224
    EAST WEST BANCORP, INC 732 1,318
    EASTGROUP PROPERTIES INC 3,670 4,142
    EATON CORP PLC 8,923 10,813
    ECOLAB INC 3,651 3,894
    ELI LILLY & CO 15,386 18,404
    ENERGIZER HOLDINGS INC 200 211
    ENPRO INDUSTRIES INC 1,342 2,115
    EQUINIX, INC 3,734 4,285
    ERICSSON L M TEL CO 10,015 11,962
    EVERSOURCE ENERGYINC 3,633 3,460
    FACEBOOK INC 23,091 30,048
    FASTENAL COMPANY 4,258 5,615
    FEDERAL AGRICULTURAL MORTGAGE 142 149
    FIDELITY NATIONAL FINANCIAL IN 9,060 8,248
    FIRST REPUBLIC BANK 2,879 3,673
    FOUR CORNERS PROPERTY TRUST IN 1,167 1,667
    FRESENIUS MED CAR AG 7,263 7,231
    FUJIFILM HOLDINGS ADR NPV 12,664 12,957
    FULLER H B CO 1,447 1,556
    GARTNER INC 7,283 7,529
    GUIDEWIRE SOFTWARE INC 5,616 6,437
    HASBRO INC 811 1,122
    HDFC BANK LTD ADR 14,890 18,499
    HEICO CP CL A 3,901 5,268
    HILL-ROM HOLDINGS, INC 3,002 3,233
    HILTON WORLDWIDE HOLDINGS, INC 26,537 28,149
    HOLLYFRONTIER CORP 1,889 1,577
    HOME DEPOT INC 32,780 36,921
    HONEYWELL INTL 16,809 20,207
    HOWARD HUGHES CORPORATION 4,902 3,552
    HUBBELL INCORPORATED 3,224 3,606
    HUNTINGTON INGALLS INDUSTRIES 805 852
    HUNTSMAN CORP 4,471 5,279
    HYATT HOTELS CORP 3,233 2,747
    ICON PLC - AMERICAN DEPOSITARY 9,045 10,139
    IDACORP INC HLDG CO 353 384
    IDEXX CORP 8,915 15,996
    IHS MARKIT LTD 14,606 17,158
    ILLINOIS TOOL WORKS 13,902 15,903
    INFOSYS TECH LTD SPD ADR 8,527 13,052
    ING GROUP N V SPONSORED ADR 761 991
    INGREDION INC 543 551
    INTERPUBLIC GROUP OF COS 1,978 2,164
    INTUIT 31,806 42,163
    ISHARES HIGH DIVIDEND EQUITY F 277,446 275,371
    ISHARES TRUST - ISHARES MSCI A 317,480 324,605
    ISHARES TRUST RUSSELL 2000 VAL 99,995 105,268
    ITOCHU CORP ADR OTC 8,446 9,123
    JAMES RIVER GROUP HOLDINGS LTD 5,702 6,635
    JULIUS BAER GROUP LTD 11,300 13,282
    KENNEDY WILSON HOLDINGS INC 2,413 2,075
    KKR & CO INC 15,870 19,435
    KOMATSU LTD 7,569 9,190
    KONINKLIJKE AHOLD DELHAIZE NV 9,631 11,094
    KONINKLIJKE PHILIPS ELECTRONIC 8,053 9,967
    LCI INDUSTRIES 6,606 8,170
    LENNAR CORP 4,770 5,717
    LIBERTY BROADBAND CORP 2,009 2,364
    LIBERTY BROADBAND CORP K 11,992 13,620
    LIBERTY MEDIA CORPORATION A 316 266
    LIBERTY MEDIA CORPORATION C 4,185 3,749
    LIBERTY SIRIUS XM CORP - SER C 2,917 2,872
    LIBERTY SIRIUS XM GROUP - SER 1,230 1,080
    LINCOLN ELECTRIC HOLDING INC 4,414 5,464
    LINDE PLC COM 14,652 18,182
    LITTELFUSE, INC 5,365 7,385
    LIVE NATION INC COM 4,013 6,099
    LOOMIS SAYLES FDS STRATEGIC IN 155,997 171,760
    LVMH MOET HENN UNSP 13,649 18,834
    LYONDELLBASELL INDUSTRIES NV 15,211 17,324
    M&T BANK CORP 1,895 1,400
    MAGNA INTERNATIONAL INC 14,616 20,461
    MANTECH INTERNATIONAL CORP 1,154 1,512
    MARKEL CORP 10,768 9,300
    MARSH AND MCLENNAN COMPANIES I 20,459 20,475
    MARTIN MARIETTA MATLS INC 5,425 5,679
    MASTERCARD INC 38,702 44,618
    MCDONALD'S CORP 21,883 21,887
    MELCO RESORTS AND ENTERTAINMEN 1,391 1,558
    MERCK & CO INC 22,539 23,395
    METTLER-TOLEDO INTL 4,594 6,838
    MICROCHIP TECHNOLOGY INC 5,617 7,596
    MICROSOFT CORP 93,444 111,210
    MKS INSTRUMENTS, INC 6,904 9,177
    MOBILE TELSYS OJSC 256 277
    MONDELEZ INTERNATIONAL INC 24,926 26,195
    MONOLITHIC POWER SYSTEMS, INC 916 1,831
    MOODYS CORP 12,823 14,802
    MOTOROLA SOLUTIONS INC 4,248 4,081
    MSA SAFETY INCORPORATED 5,534 5,976
    MSCI INC 3,332 4,912
    NASPERS LTD N SPONS ADR 11,347 12,476
    NETEASE.COM INC COM STK 13,022 18,675
    NETFLIX INC 18,210 19,466
    NEW ORIENTAL ED & TECHNOLOGY G 12,475 17,652
    NEXTERA ENERGY, INC 43,279 49,993
    NORDSON CP 5,866 6,631
    NVENT ELECTRIC PLC 1,015 1,281
    NVIDIA CORP 6,753 14,099
    NXP SEMICONDUCTORS 15,616 18,763
    O'REILLY AUTOMOTIVE INC 15,963 18,103
    OPEN TEXT CORP 12,454 13,138
    PACKAGING CORP AMER 3,817 5,378
    PAPA JOHNS INTL INC 1,199 1,273
    PAYCHEX 23,144 24,506
    PAYPAL HOLDINGS, INC 21,730 43,795
    PEPSICO INC 32,407 33,664
    PING AN INSURANCE GROUP ADR 13,062 13,671
    PRINCIPAL FDS, INC. GLOBAL REA 126,304 116,621
    PRINCIPAL GLOBAL DVRSFD INC FD 155,788 182,981
    PROCTER GAMBLE CO 13,402 15,445
    PROGRESSIVE CORP OHIO 8,055 9,789
    PROLOGIS 15,471 16,444
    QUALCOMM INC 21,552 27,269
    RAYMOND JAMES FINANCIAL INC 2,678 4,209
    REALPAGE, INC 4,140 6,020
    REPSOL YPF S A ADR 705 861
    RESTAURANT BRANDS INTL 7,093 7,028
    RIO TINTO PLC SPONSORED ADR 17,442 23,619
    ROPER INDUSTRIES 19,013 21,555
    ROSS STORES, INC 2,582 3,316
    RPM INTERNATIONAL INC 3,519 4,267
    S&P GLOBAL INC COM 12,732 14,464
    SALESFORCE.COM 28,668 32,934
    SBA COMMUNICATIONS CORP 10,398 11,567
    SERVISFIRST BANCSHARES INC 4,248 4,875
    SLACK TECHNOLOGIES CLASS A ORD 1,658 2,999
    SNAP ON INC 4,543 4,792
    SONY CORP ADR 14,496 19,613
    SPOTIFY TECHNOLOGY SA 5,246 5,979
    SQUARE INC 1,059 2,829
    STARBUCKS CORP COM 35,067 45,360
    STERIS PLC 5,776 7,013
    STORE CAPITAL CORPORATION 2,078 4,010
    SUMMIT MATERIALS INC 1,973 1,747
    SUN LIFE FINANCIAL INC 50 89
    TAIWAN SEMICONDUCTOR MFG CO LT 9,203 17,337
    TARGA RESOURCES CORP 36 132
    TECHTRONIC INDS SPD ADR 9,447 16,127
    TERRENO RLTY CORPCOM 2,041 2,457
    TEXAS INSTRUMENTS INC 32,163 41,525
    TIMKEN CO COM 2,555 4,023
    TOKYO ELECTRON LTD 14,004 22,742
    TRANSDIGM GRP INC 54,247 63,123
    TRANSUNION COM USD0.01 6,076 6,350
    TYLER TECHNOLOGIES, INC 3,137 3,929
    UBS AG 8,029 8,930
    UNITED PARCEL SERVICE 4,894 4,884
    USD CYRUSONE INC 6,602 7,608
    VAIL RESORTS INC 6,092 7,253
    VERISIGN INC 11,492 12,118
    VERISK ANALYTICS, INC 5,221 6,435
    VERIZON COMMUNICATIONS 16,438 18,095
    VIPSHOP HOLDINGS LTD 10,553 21,223
    VISA INC 37,138 41,340
    VORNADO RLTY TR 1,203 784
    VULCAN MATERIALS CO 9,368 9,788
    WASHINGTON TRUST BANCORP INC 38 45
    WIX COM LTD 5,720 9,748
    YANDEX N V 12,677 18,300
    YY INC 6,830 8,318
    ZTO EXPRESS CAYMAN INC 7,975 10,206

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    US Government Securities - End of Year Book Value:

    99,000
    US Government Securities - End of Year Fair Market Value:

    100,032
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE REAL ESTATE INCOME   200,000 206,914

    TY 2020 OtherExpensesSchedule
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 20,741     20,741
    Bank Charges 90 90    
    State or Local Filing Fees 25     25


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 49,092 49,092    


    TY 2020 TaxesSchedule
    Name:
    Bruce and Susan Kilgore Family Foundation
    EIN:
    84-3025086
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 70,400      
    Foreign Tax Paid 631 631