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
SHELTON H SHORT JR TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

54-6140127
B Telephone number (see instructions)

(800) 352-3705
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$28,751,261J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 547,161 501,879  
5a Gross rents............ 12,649 12,649  
b Net rental income or (loss) -44,311
6a Net gain or (loss) from sale of assets not on line 10 524,853
b Gross sales price for all assets on line 6a 2,677,397
7 Capital gain net income (from Part IV, line 2)... 524,853
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)....... Click to see attachment 188,168 188,168  
12 Total. Add lines 1 through 11........ 1,272,831 1,227,549  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 163,191 122,393   40,798
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 991 0 0 991
c Other professional fees (attach schedule).... Click to see attachment 28,830 1,918   26,912
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,832 6,637   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 58,081 58,081    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 295,925 189,029 0 68,701
25 Contributions, gifts, grants paid....... 1,250,000 1,250,000
26 Total expenses and disbursements. Add lines 24 and 25 1,545,925 189,029 0 1,318,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -273,094
b Net investment income (if negative, enter -0-) 1,038,520
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 12,457 15,893 15,893
2 Savings and temporary cash investments......... 1,589,301 1,215,732 1,215,732
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment3,008,950 4,576,133
c Investments—corporate bonds (attach schedule).......   Click to see attachment3,280,748 3,465,452
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,581,406 Click to see attachment17,403,846 19,478,051
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) 25,183,164 24,925,169 28,751,261
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 25,183,164 24,925,169
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)..... 25,183,164 24,925,169
30 Total liabilities and net assets/fund balances (see instructions). 25,183,164 24,925,169
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
25,183,164
2
Enter amount from Part I, line 27a .....................
2
-273,094
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
27,218
4
Add lines 1, 2, and 3 ..........................
4
24,937,288
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,119
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,925,169
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 30000. US TREASURY NOTE 2.750% 2/15/28   2019-02-13 2020-01-08
b 195000. US TREASURY NOTE 2.000% 11/15/26     2020-01-08
c 30000. AFLAC INC 4.000% 2/15/22   2012-02-14 2020-01-10
d 1011.59 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-01-15
e 90000. US TREASURY NOTE 2.500% 12/31/20   2019-01-11 2020-01-15
215. PENSKE AUTO GROUP INC   2017-10-17 2020-01-16
2. AMPHENOL CORP CL A   2017-10-17 2020-01-17
3. CARMAX INC   2017-10-17 2020-01-17
1. HASBRO INC   2017-10-17 2020-01-17
1. M & T BANK CORPORATION COM   2017-10-17 2020-01-17
1. OLD DOMINION FREIGHT LINES INC   2018-12-13 2020-01-17
2. T ROWE PRICE GROUP INC   2017-10-17 2020-01-17
1. SKYWORKS SOLUTIONS INC   2018-09-24 2020-01-17
3. STORE CAPITAL CORP   2018-01-17 2020-01-17
2. VULCAN MATERIALS COMPANY   2017-10-17 2020-01-17
2. SENSATA TECHNOLOGIES HOLDING   2018-01-17 2020-01-17
6. WELLCARE HEALTH PLANS, INC   2019-01-28 2020-01-23
204.53 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-01-25
.28 CENTENE CORP DEL   2019-01-28 2020-02-13
65. AGCO CORP COM   2019-11-15 2020-02-14
105. CF INDS HLDGS INC   2019-09-05 2020-02-14
84. CHENIERE ENERGY INC   2019-09-05 2020-02-14
276. FORD MOTOR COMPANY   2019-04-10 2020-02-14
213. NORTONLIFELOCK INC   2019-11-15 2020-02-14
28. SAGE THERAPEUTICS INC     2020-02-14
7. SAGE THERAPEUTICS INC   2019-02-13 2020-02-14
34. SPLUNK INC   2017-09-15 2020-02-14
321.12 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-02-15
60000. AUTOMATIC DATA PROCE 2.250% 9/15/20   2017-11-20 2020-02-19
20000. PNC BANK NA 2.150% 4/29/21   2016-08-23 2020-02-19
25000. SUNTRUST BANKS INC 2.900% 3/03/21   2016-05-31 2020-02-19
182.84 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-02-25
46. OLD DOMINION FREIGHT LINES INC     2020-02-26
73. T ROWE PRICE GROUP INC   2017-10-17 2020-02-26
.3552 INGERSOLL-RAND INC   2017-12-06 2020-03-06
320.35 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-03-15
38. AFLAC INC   2017-09-14 2020-03-19
21. ALIGN TECHNOLOGY INC   2020-02-14 2020-03-19
143. AMERICAN INTERNATIONAL GROUP, INC     2020-03-19
11. AMERIPRISE FINL INC   2017-09-14 2020-03-19
19. AMETEK INC COM   2019-02-28 2020-03-19
231. APACHE CORP   2019-09-05 2020-03-19
115. BANK NEW YORK MELLON CORP COM   2019-10-10 2020-03-19
30. CBRE GROUP INC   2019-02-28 2020-03-19
19. CAPITAL ONE FINANCIAL CORP   2017-09-14 2020-03-19
39. CAPITAL ONE FINANCIAL CORP   2019-10-10 2020-03-19
15. CELANESE CORP   2019-02-28 2020-03-19
20. CENTENE CORP DEL   2019-01-28 2020-03-19
215. CONTINENTAL RESOURCES INC/OK   2020-02-14 2020-03-19
52. CORNING INC   2017-09-14 2020-03-19
14. DTE ENERGY CO COM   2017-09-14 2020-03-19
31. DELTA AIR LINES INC   2017-09-14 2020-03-19
239. DEVON ENERGY CORPORATION   2019-11-15 2020-03-19
26. DISCOVER FINANCIAL SERVICES   2016-12-09 2020-03-19
72. EOG RESOURCES, INC   2019-10-10 2020-03-19
66. EASTMAN CHEM CO COM   2019-11-15 2020-03-19
68. EDISON INTL COM   2019-09-05 2020-03-19
24. EXTRA SPACE STORAGE INC   2019-05-16 2020-03-19
348. EXXON MOBIL CORPORATION     2020-03-19
30. FEDEX CORPORATION   2019-07-31 2020-03-19
118. FLOWSERVE CORP COM   2020-02-14 2020-03-19
22. FORTIVE CORP   2017-09-14 2020-03-19
482. FREEPORT-MCMORAN INC.   2019-11-15 2020-03-19
15. GENERAL DYNAMICS CORP   2019-05-16 2020-03-19
48. HARTFORD FINANCIAL SERVICES GROUP   2019-05-16 2020-03-19
27. HESS CORP   2019-01-28 2020-03-19
78. HESS CORP   2019-09-05 2020-03-19
114. HEWLETT PACKARD ENTERPRISE CO   2017-09-14 2020-03-19
167. KINDER MORGAN INC/DELAWARE   2019-10-10 2020-03-19
78. KINDER MORGAN INC/DELAWARE   2017-09-14 2020-03-19
25. LOEWS CORP   2018-02-27 2020-03-19
10. M & T BANK CORPORATION COM   2017-09-14 2020-03-19
1160. MFA MTG INVTS INC   2019-06-24 2020-03-19
630. MARATHON OIL CORP   2019-09-05 2020-03-19
100. MARATHON PETROLEUM CORP   2019-09-05 2020-03-19
111. METLIFE INC   2019-10-10 2020-03-19
333. NOBLE ENERGY INC   2019-09-05 2020-03-19
17. NORTHERN TRUST CORP   2017-09-14 2020-03-19
27. ONEOK INC COM   2017-09-14 2020-03-19
70. ONEOK INC COM   2019-09-05 2020-03-19
47. PPL CORPORATION   2019-01-28 2020-03-19
9. PARKER HANNIFIN CORP   2017-09-14 2020-03-19
50. PHILLIPS 66   2019-09-05 2020-03-19
18. PHILLIPS 66   2017-09-14 2020-03-19
57. PRUDENTIAL FINL INC   2019-10-10 2020-03-19
170. SCHLUMBERGER LTD   2019-10-10 2020-03-19
28. SOUTHWEST AIRLINES CO   2017-09-14 2020-03-19
52. SYNCHRONY FINANCIAL   2017-09-14 2020-03-19
29. SYSCO CORP   2017-09-14 2020-03-19
219. TRUIST FINANCIAL CORP     2020-03-19
138. UBER TECHNOLOGIES INC   2020-02-14 2020-03-19
22. VALERO ENERGY CORP   2017-09-14 2020-03-19
13. VULCAN MATERIALS COMPANY   2017-09-14 2020-03-19
27. WELLTOWER INC   2018-08-31 2020-03-19
187. WEYERHAEUSER CO   2019-09-05 2020-03-19
20. YUM BRANDS INC   2017-09-14 2020-03-19
13. ZIMMER BIOMET HOLDINGS, INC   2017-09-14 2020-03-19
188.51 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-03-25
30000. FORD MOTOR CREDIT CO 5.875% 8/02/21   2017-12-13 2020-04-13
100000. US TREASURY NOTE 3.125% 11/15/28     2020-04-14
100000. DISCOVER CARD EXECUT 1.900% 10/17/22   2018-02-09 2020-04-15
460.62 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-04-15
15000. CRANE CO 4.450% 12/15/23   2016-09-14 2020-04-20
157. BERKLEY W R CORP   2019-06-24 2020-04-23
13. BOSTON PROPERTIES INC COM   2017-09-14 2020-04-23
33. CARRIER GLOBAL CORP     2020-04-23
65. CARRIER GLOBAL CORP   2019-07-31 2020-04-23
118. DOW INC   2019-09-05 2020-04-23
107. DUPONT DE NEMOURS INC   2020-02-14 2020-04-23
53. EMERSON ELECTRIC CO   2019-10-10 2020-04-23
264. HP INC   2019-12-19 2020-04-23
91. LAS VEGAS SANDS CORP   2019-09-05 2020-04-23
93. MARRIOTT INTERNATIONAL INC CLASS A     2020-04-23
121. NATIONAL RETAIL PPTYS INC   2019-06-24 2020-04-23
66. OMNICOM GROUP   2019-09-05 2020-04-23
32.5 OTIS WORLDWIDE CORP   2019-07-31 2020-04-23
16.5 OTIS WORLDWIDE CORP     2020-04-23
800. TFS FINANCIAL CORP   2019-06-24 2020-04-23
98. AXIS CAPITAL HOLDINGS LTD   2019-06-24 2020-04-23
192.22 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-04-25
15000. SOUTHWEST AIRLINES 3.000% 11/15/26   2019-12-20 2020-04-28
.383 RAYTHEON TECHNOLOGIES CORP   2019-10-10 2020-04-29
10000. US TREASURY NOTE 1.625% 11/15/22   2013-02-28 2020-04-29
35000. GENERAL ELEC CAP COR 5.550% 5/04/20   2011-05-02 2020-05-04
65000. US TREASURY NOTE 1.625% 2/15/26     2020-05-05
25000. US TREASURY NOTE 2.250% 2/15/27   2017-02-28 2020-05-06
45000. US TREASURY NOTE 1.250% 3/31/21   2016-04-04 2020-05-08
46. ALLERGAN PLC   2019-09-05 2020-05-08
606.29 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-05-15
115000. US TREASURY NOTE 3.500% 5/15/20     2020-05-15
909.09 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-05-25
680.08 FNMA POOL #FM2414 3.500% 2/01/35   2020-04-13 2020-05-25
50000. US TREASURY NOTE 1.750% 11/15/29   2020-01-15 2020-05-27
.836 ABBVIE INC   2020-05-08 2020-05-28
35. WABCO HOLDINGS INC   2020-03-19 2020-05-29
48. APPLE INC     2020-06-03
51. BOEING CO     2020-06-03
26. CONSTELLATION BRANDS INC     2020-06-03
4. CONSTELLATION BRANDS INC   2019-06-07 2020-06-03
372. OCCIDENTAL PETE CORP   2020-03-19 2020-06-03
6. TESLA INC   2020-03-19 2020-06-03
45000. FED FARM CREDIT BK 2.520% 6/05/24   2019-06-12 2020-06-05
909.44 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-06-15
181.34 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-06-25
1233.38 FNMA POOL #FM2414 3.500% 2/01/35   2020-04-13 2020-06-25
30000. AT&T INC 2.800% 2/17/21   2016-01-29 2020-06-29
5000. SOUTHWEST AIRLINES 3.000% 11/15/26   2019-12-20 2020-06-29
30306.17 FNMA POOL #FM2414 3.500% 2/01/35   2020-04-13 2020-07-02
32. ADOBE SYS INC     2020-07-07
45. SQUARE INC     2020-07-07
40. CITRIX SYS INC COM   2019-07-22 2020-07-09
95. ENTEGRIS INC   2018-09-13 2020-07-09
58. T ROWE PRICE GROUP INC   2017-10-17 2020-07-09
313.03 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-07-15
330.34 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-07-25
1596.33 FNMA POOL #FM2414 3.500% 2/01/35   2020-04-13 2020-07-25
20000. US TREASURY NOTE 1.250% 3/31/21     2020-08-04
35000. AT&T INC 3.400% 5/15/25   2020-06-29 2020-08-07
169. FIRSTENERGY CORP COM     2020-08-11
329.38 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-08-15
.625 OCCIDENTAL PETROLEUM CORP 8/03/27   2020-08-03 2020-08-21
202.57 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-08-25
929.95 FHLMC POOL #SB0195 3.000% 12/01/29   2020-07-02 2020-08-25
850.2 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-09-15
45000. US TREASURY NOTE 1.250% 3/31/21   2017-01-06 2020-09-15
12. AVALONBAY CMNTYS INC   2018-07-05 2020-09-18
18. CONSOLIDATED EDISON INC   2017-09-14 2020-09-18
6. ESSEX PPTY TR COM   2019-01-28 2020-09-18
13. TESLA INC   2020-03-19 2020-09-18
48. WALGREENS BOOTS ALLIANCE INC   2019-05-16 2020-09-18
60. BROWN FORMAN CORP CL B   2017-10-17 2020-09-23
22. CINTAS CORP   2017-10-17 2020-09-23
34. OLD DOMINION FREIGHT LINES INC   2017-10-17 2020-09-23
390.24 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-09-25
587.75 FHLMC POOL #SB0195 3.000% 12/01/29   2020-07-02 2020-09-25
25000. ORACLE CORP 2.500% 10/15/22   2018-04-13 2020-10-02
630.48 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-10-15
1. 1108.98 ACRES CHASE CITY   1950-01-01 2020-10-15
40000. CONAGRA BRANDS INC 3.800% 10/22/21   2020-05-08 2020-10-19
66. MOELIS & CO   2019-07-22 2020-10-21
133. CITIGROUP INC.     2020-10-22
42. FIDELITY NATL INFORMATION SVCS INC   2017-10-13 2020-10-22
59. FISERV INC     2020-10-22
757. OCCIDENTAL PETE CORP   2020-03-19 2020-10-22
32. SQUARE INC     2020-10-22
54. EATON CORP PLC     2020-10-22
49. CHUBB LTD   2017-10-13 2020-10-22
.5522 CHEVRON CORP   2019-07-31 2020-10-23
364.96 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-10-25
849.02 FHLMC POOL #SB0195 3.000% 12/01/29   2020-07-02 2020-10-25
65000. US TREASURY NOTE 1.750% 10/31/20   2020-04-14 2020-10-31
60000. US TREASURY NOTE 1.750% 10/31/20   2017-08-24 2020-10-31
1090.07 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-11-15
30000. US TREASURY NOTE 1.750% 12/31/24   2020-01-08 2020-11-18
55. DAVITA HEALTHCARE PARTNERS INC   2019-06-24 2020-11-25
341.11 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-11-25
573.75 FHLMC POOL #SB0195 3.000% 12/01/29   2020-07-02 2020-11-25
81. FISERV INC     2020-11-25
101. GILEAD SCIENCES INC     2020-11-25
693. HELMERICH & PAYNE INC   2020-03-19 2020-11-25
45. HONEYWELL INTERNATIONAL INC     2020-11-25
76. JPMORGAN CHASE & CO     2020-11-25
67. NIKE INC CL B     2020-11-25
82. TIMKEN CO   2020-03-19 2020-11-25
37. ACCENTURE PLC   2017-09-18 2020-11-25
50. EATON CORP PLC     2020-11-25
.671 VIATRIS INC   2019-01-28 2020-12-02
40000. WASTE MANAGEMENT INC 4.600% 3/01/21   2018-06-12 2020-12-03
1157.35 FED HOME LN MTG CORP 1.250% 11/15/27   2013-02-26 2020-12-15
112. HD SUPPLY HOLDINGS INC   2020-09-23 2020-12-17
346. HD SUPPLY HOLDINGS INC   2019-09-20 2020-12-17
241.15 FHLMC POOL #ZK2735 3.500% 11/01/25   2012-12-28 2020-12-25
872.18 FHLMC POOL #SB0195 3.000% 12/01/29   2020-07-02 2020-12-25
72. APPLE INC   2019-07-31 2020-12-29
225. HARLEY DAVIDSON INC   2020-06-03 2020-12-29
42. QUALCOMM INC   2019-09-05 2020-12-29
30. AON PLC     2020-12-29
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 32,099   30,142 1,957
b 197,811   187,464 10,347
c 31,277   30,095 1,182
d 1,012   1,002 10
e 90,759   89,944 815
10,401   9,804 597
219   174 45
287   227 60
105   97 8
163   164 -1
208   129 79
263   189 74
124   92 32
114   74 40
282   235 47
106   110 -4
2,074   1,638 436
205   215 -10
19   19  
4,343   5,206 -863
4,082   5,091 -1,009
4,605   5,279 -674
2,244   2,568 -324
4,426   5,293 -867
1,898   4,258 -2,360
474   1,085 -611
5,881   2,289 3,592
321   318 3
60,181   60,161 20
20,106   20,358 -252
25,254   25,461 -207
183   192 -9
9,763   5,614 4,149
9,382   6,915 2,467
10   8 2
320   317 3
1,033   1,557 -524
2,979   5,824 -2,845
2,931   7,698 -4,767
1,037   1,528 -491
1,310   1,511 -201
1,201   5,309 -4,108
3,340   5,009 -1,669
1,155   1,500 -345
884   1,494 -610
1,814   3,420 -1,606
1,017   1,535 -518
1,042   1,335 -293
1,856   5,672 -3,816
1,053   1,522 -469
1,131   1,557 -426
654   1,507 -853
1,467   5,405 -3,938
689   1,867 -1,178
2,308   4,915 -2,607
2,694   5,263 -2,569
3,146   4,869 -1,723
2,050   2,570 -520
11,923   23,996 -12,073
3,406   5,174 -1,768
2,377   5,459 -3,082
976   1,520 -544
2,806   5,427 -2,621
1,732   2,555 -823
1,538   2,583 -1,045
833   1,399 -566
2,407   5,109 -2,702
1,039   1,541 -502
1,819   3,299 -1,480
850   1,432 -582
905   1,263 -358
1,057   1,507 -450
3,718   8,439 -4,721
2,264   7,912 -5,648
1,571   5,265 -3,694
3,021   5,025 -2,004
1,196   7,541 -6,345
1,165   1,497 -332
476   1,354 -878
1,234   4,897 -3,663
1,019   1,439 -420
909   1,510 -601
2,256   5,061 -2,805
812   1,553 -741
2,526   5,020 -2,494
2,279   5,275 -2,996
967   1,526 -559
747   1,499 -752
988   1,539 -551
6,571   10,697 -4,126
2,801   5,487 -2,686
818   1,538 -720
1,088   1,494 -406
1,012   1,798 -786
3,017   4,999 -1,982
1,271   1,546 -275
1,113   1,508 -395
189   198 -9
29,940   33,060 -3,120
120,180   101,565 18,615
100,000   98,906 1,094
461   456 5
15,820   16,079 -259
7,972   10,543 -2,571
1,176   1,581 -405
508   709 -201
1,000   1,646 -646
3,908   5,148 -1,240
4,476   5,653 -1,177
2,838   3,454 -616
3,963   5,353 -1,390
4,164   5,111 -947
7,743   9,826 -2,083
3,596   6,560 -2,964
3,475   5,151 -1,676
1,543   2,303 -760
784   991 -207
10,907   14,074 -3,167
3,412   5,866 -2,454
192   202 -10
13,811   15,431 -1,620
26   33 -7
10,351   9,786 565
35,000   37,690 -2,690
69,360   62,487 6,873
27,795   24,761 3,034
45,464   45,065 399
8,889   7,474 1,415
606   600 6
115,000   119,079 -4,079
909   955 -46
680   718 -38
55,105   49,793 5,312
76   70 6
4,778   4,435 343
15,532   7,989 7,543
8,316   14,008 -5,692
4,549   4,973 -424
700   755 -55
5,660   3,947 1,713
5,336   2,507 2,829
45,000   45,023 -23
909   901 8
181   191 -10
1,233   1,302 -69
30,456   29,947 509
4,908   5,144 -236
31,765   31,992 -227
14,476   5,749 8,727
5,689   2,863 2,826
6,020   4,068 1,952
5,687   2,873 2,814
7,029   5,494 1,535
313   310 3
330   347 -17
1,596   1,685 -89
20,149   19,452 697
39,160   38,411 749
4,966   6,758 -1,792
329   326 3
2   3 -1
203   213 -10
930   987 -57
850   842 8
45,274   43,954 1,320
1,834   2,062 -228
1,333   1,521 -188
1,282   1,593 -311
5,741   1,086 4,655
1,774   2,542 -768
4,574   2,666 1,908
7,099   3,340 3,759
6,269   2,447 3,822
390   410 -20
588   624 -36
26,077   24,425 1,652
630   624 6
415,845     415,845
41,416   41,350 66
2,526   2,202 324
5,800   9,551 -3,751
5,953   3,987 1,966
5,881   4,404 1,477
7,514   8,033 -519
5,638   1,387 4,251
5,944   4,042 1,902
6,238   7,184 -946
40   68 -28
365   383 -18
849   901 -52
65,000   65,581 -581
60,000   60,438 -438
1,090   1,080 10
31,754   30,124 1,630
6,051   2,934 3,117
341   358 -17
574   609 -35
9,211   5,147 4,064
6,011   6,707 -696
16,606   9,509 7,097
9,333   6,696 2,637
9,261   7,558 1,703
9,047   5,775 3,272
6,069   2,205 3,864
9,239   5,073 4,166
6,086   3,710 2,376
12   11 1
40,000   41,327 -1,327
1,157   1,146 11
6,256   4,416 1,840
19,328   13,682 5,646
241   253 -12
872   926 -54
9,873   3,929 5,944
8,260   5,574 2,686
6,226   3,324 2,902
6,224   4,370 1,854
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
      111,731
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,957
b       10,347
c       1,182
d       10
e       815
      597
      45
      60
      8
      -1
      79
      74
      32
      40
      47
      -4
      436
      -10
       
      -863
      -1,009
      -674
      -324
      -867
      -2,360
      -611
      3,592
      3
      20
      -252
      -207
      -9
      4,149
      2,467
      2
      3
      -524
      -2,845
      -4,767
      -491
      -201
      -4,108
      -1,669
      -345
      -610
      -1,606
      -518
      -293
      -3,816
      -469
      -426
      -853
      -3,938
      -1,178
      -2,607
      -2,569
      -1,723
      -520
      -12,073
      -1,768
      -3,082
      -544
      -2,621
      -823
      -1,045
      -566
      -2,702
      -502
      -1,480
      -582
      -358
      -450
      -4,721
      -5,648
      -3,694
      -2,004
      -6,345
      -332
      -878
      -3,663
      -420
      -601
      -2,805
      -741
      -2,494
      -2,996
      -559
      -752
      -551
      -4,126
      -2,686
      -720
      -406
      -786
      -1,982
      -275
      -395
      -9
      -3,120
      18,615
      1,094
      5
      -259
      -2,571
      -405
      -201
      -646
      -1,240
      -1,177
      -616
      -1,390
      -947
      -2,083
      -2,964
      -1,676
      -760
      -207
      -3,167
      -2,454
      -10
      -1,620
      -7
      565
      -2,690
      6,873
      3,034
      399
      1,415
      6
      -4,079
      -46
      -38
      5,312
      6
      343
      7,543
      -5,692
      -424
      -55
      1,713
      2,829
      -23
      8
      -10
      -69
      509
      -236
      -227
      8,727
      2,826
      1,952
      2,814
      1,535
      3
      -17
      -89
      697
      749
      -1,792
      3
      -1
      -10
      -57
      8
      1,320
      -228
      -188
      -311
      4,655
      -768
      1,908
      3,759
      3,822
      -20
      -36
      1,652
      6
      415,845
      66
      324
      -3,751
      1,966
      1,477
      -519
      4,251
      1,902
      -946
      -28
      -18
      -52
      -581
      -438
      10
      1,630
      3,117
      -17
      -35
      4,064
      -696
      7,097
      2,637
      1,703
      3,272
      3,864
      4,166
      2,376
      1
      -1,327
      11
      1,840
      5,646
      -12
      -54
      5,944
      2,686
      2,902
      1,854
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 524,853
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 14,435
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 14,435
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 14,435
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 25,540
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 25,540
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,105
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,105 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (800) 352-3705

    Located atbullet100 NORTH MAIN STREET 6TH FLOOR D40WINSTON SALEMNC ZIP+4bullet271014000
    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
    Yes
     
    ........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
    Yes
     
    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
    Yes
     
    .........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
    WELLS FARGO BANK N A TRUSTEE
    1     		163,191    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,067,854
    b
    Average of monthly cash balances.......................
    1b
    1,906,967
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,974,821
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    26,974,821
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    404,622
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,570,199
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,328,510
    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
    1,328,510
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,435
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,435
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,314,075
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,314,075
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,314,075
    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
    1,318,701
    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
    1,318,701
    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
    1,318,701
    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 1,314,075
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 455,648
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,318,701
    a Applied to 2019, but not more than line 2a 455,648
    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..... 863,053
    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 ..........     		451,022
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WELLS FARGO BANK
    100 NORTH MAIN STREET 6th FLOOR D40
    WINSTONSALEM,NC271013818
    (888) 234-1999
    bThe form in which applications should be submitted and information and materials they should include:
    www.wellsfargo.com/privatefoundationgrants/short Applications must be submitted through the online grant application form.
    cAny submission deadlines:
    SEPTEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIMARY CONSIDERATION IS GIVEN TO ORGANIZATIONS IN THE SOUTHEAST REGION OF VIRGINIA.
    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
    GOOCHLAND FREE CLINIC AND FAMILY
    2999 RIVER ROAD WEST
    GOOCHLAND,VA23063     		NONE PC GENERAL OPERATING 10,000
    BLUE SKY FUND
    2900 Q ST
    RICHMOND,VA23223     		NONE PC GENERAL SUPPORT 5,000
    VIRGINIA CENTER FOR INCLUSIVE COMMUNITIE
    5511 STAPLES MILL RD STE 202
    RICHMOND,VA232285445     		NONE PC GENERAL OPERATING 5,000
    SCIENCE MUSEUM OF VIRGINIA FOUNDATION
    2500 WEST BROAD STREET
    RICHMOND,VA23220     		NONE PC GENERAL OPERATING 10,000
    ST JOHNS CHURCH FOUNDATION
    2319 E BROAD ST
    RICHMOND,VA232237126     		NONE PC GENERAL SUPPORT 10,000
    LAKE COUNTRY SPCA
    PO BOX 14
    CLARKSVILLE,VA239270014     		NONE PC GENERAL SUPPORT 20,000
    ST ANNA JULIA COOPER EPISCOPAL SCHOOL
    2124 N 29TH ST
    RICHMOND,VA232234539     		NONE PC GENERAL SUPPORT 30,000
    BOYS TO MEN MENTORING NETWORK VIRGINIA
    12311 STANCROFT RD
    ROCKVILLE,VA231461580     		NONE PC GENERAL SUPPORT 5,000
    VIRGINIA HOME FOR BOYS AND GIRLS
    716 W BROAD ST
    RICHMOND,VA23294     		NONE PC GENERAL OPERATING 10,000
    NEXTUP RVA
    3409 MOORE ST
    RICHMOND,VA232304443     		NONE PC GENERAL SUPPORT 10,000
    CHILDRENS HOSPITAL AND HEALTHCARE SERVIC
    2924 BROOK RD
    RICHMOND,VA232201215     		NONE PC GENERAL OPERATING 25,000
    CHILDRENS MUSEUM OF RICHMOND
    2626 WEST BROAD STREET
    RICHMOND,VA23220     		NONE PC GENERAL OPERATING 10,000
    CHALLENGE DISCOVERY PROJECTS INC
    1503 SANTA ROSA RD RM 211
    RICHMOND,VA232295105     		NONE PC GENERAL SUPPORT 50,000
    WESTMINISTER-CANTERBURY FOUNDATION
    1600 WESTBROOK AVENUE
    RICHMOND,VA232273337     		NONE PC GENERAL OPERATING 15,000
    SOUTHSIDE VIRGINIA COMMUNITY COLLEGE FDN
    109 CAMPUS DR
    ALBERTA,VA238212930     		NONE PC GENERAL SUPPORT 50,000
    JOHN TYLER COMMUNITY COLLEGE FOUNDATION
    13101 JEFFERSON DAVIS HWY
    CHESTER,VA238315316     		NONE PC GENERAL SUPPORT 10,000
    VIRGINIA HISTORICAL SOCIETY
    428 ARTHUR ASHE BLVD
    RICHMOND,VA23220     		NONE PC GENERAL SUPPORT 10,000
    FRIENDS ASSOCIATION FOR CHILDREN
    1004 ST JOHN ST
    RICHMOND,VA232202525     		NONE PC GENERAL SUPPORT 10,000
    JACKSON FEILD HOMES INCORPORATED
    546 WALNUT GROVE DR
    JARRATT,VA238678611     		NONE PC GENERAL OPERATING 20,000
    CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLIN
    200 N 22ND ST
    RICHMOND,VA232237020     		NONE PC GENERAL SUPPORT 25,000
    RANDOLPH MACON COLLEGE
    PO BOX 5005
    ASHLAND,VA230055505     		NONE PC GENERAL SUPPORT 250,000
    ST JOSEPHS VILLA
    8000 BROOK RD
    RICHMOND,VA232271306     		NONE PC GENERAL SUPPORT 25,000
    THE VALENTINE RICHMOND HISTORY CENTER
    1015 EAST CLAY STREET
    RICHMOND,VA23219     		NONE PC GENERAL OPERATING 10,000
    YMCA OF GREATER RICHMOND
    1051 E CARY STREET SUITE 300
    RICHMOND,VA23219     		NONE PC GENERAL PURPOSE 40,000
    VIRGINIA FOUNDATION FOR INDEPENDENT COLL
    901 EAST BYRD STREET SUITE 1625
    RICHMOND,VA23219     		NONE PC GENERAL SUPPORT 10,000
    BOYS AND GIRLS CLUBS OF METRO RICHMOND
    5511 STAPLES MILL ROAD SUITE 301
    RICHMOND,VA23228     		NONE PC GENERAL OPERATING 10,000
    PATRIC HENRY MEMORIAL FOUNDATION
    1250 RED HILL RD
    BROOKNEAL,VA245283302     		NONE PC GENERAL OPERATING 15,000
    BIG BROTHERS & BIG SISTERS SERVICES INC
    1707 SUMMIT AVE STE 200
    RICHMOND,VA232304500     		NONE PC GENERAL SUPPORT 10,000
    THE VISUAL ARTS CENTER OF RICHMOND
    1812 W MAIN ST
    RICHMOND,VA232204520     		NONE PC GENERAL SUPPORT 5,000
    VIRGINIA COLLEGE FUND
    1015 EAST MAIN STREET GROUND FLOOR
    RICHMOND,VA232193549     		NONE PC GENERAL SUPPORT 25,000
    JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA
    1801 LIBBIE AVENUE SUITE 203
    RICHMOND,VA23226     		NONE PC GENERAL SUPPORT 10,000
    RIVERSIDE SCHOOL INC
    5160 COMMERCE RD
    RICHMOND,VA232342263     		NONE PC GENERAL SUPPORT 15,000
    THE DAILY PLANET INC
    517 W GRACE ST
    RICHMOND,VA232204911     		NONE PC GENERAL OPERATING 25,000
    CENTRAL VIRGINIA LEGAL AID SOCIETY INC
    101 W BROAD ST STE 101
    RICHMOND,VA232204255     		NONE PC GENERAL OPERATING 10,000
    NEW COMMUNITY SCHOOL
    4211 HERMITAGE RD
    RICHMOND,VA232273718     		NONE PC GENERAL SUPPORT 10,000
    J SARGEANT REYNOLDS COMMUNITY
    1651 EAST PARHAM ROAD SUITE 205
    HENRICO,VA232282327     		NONE PC GENERAL SUPPORT 5,000
    PETER PAUL DEVELOPMENT CENTER INC
    1719 N 22ND ST
    RICHMOND,VA232234431     		NONE PC GENERAL SUPPORT 25,000
    ASSISTING FAMILIES OF INMATES INC
    1 N 5TH ST STE 416
    RICHMOND,VA232192231     		NONE PC GENERAL OPERATING 10,000
    THE DOORWAYS
    612 EAST MARSHALL STREET
    RICHMOND,VA23219     		NONE PC GENERAL OPERATING 5,000
    GATEWAY HOMES INC
    4901 LIBBIE MILL EAST BLVD SUI
    RICHMOND,VA232302429     		NONE PC GENERAL SUPPORT 25,000
    RICHMOND HILL
    2209 EAST GRACE STREET
    RICHMOND,VA23223     		NONE PC GENERAL OPERATING 10,000
    READING AND EDUCATION FOR ADULT DEVELOPM
    4915 RADFORD AVE STE 204
    RICHMOND,VA232303546     		NONE PC GENERAL SUPPORT 20,000
    CARITAS
    2220 STOCKTON ST
    RICHMOND,VA23224     		NONE PC GENERAL SUPPORT 30,000
    BETTER HOUSING COALITION
    23 W BROAD ST STE 100
    RICHMOND,VA232204295     		NONE PC GENERAL SUPPORT 25,000
    CRATER COMMUNITY HOSPICE INC
    3916 S CRATER RD
    PETERSBURG,VA238059202     		NONE PC GENERAL SUPPORT 20,000
    ST ANDREWS SCHOOL
    227 S CHERRY ST
    RICHMOND,VA232206101     		NONE PC GENERAL SUPPORT 50,000
    NORTHSTAR ACADEMY INC
    8055 SHRADER RD
    RICHMOND,VA232944217     		NONE PC GENERAL SUPPORT 25,000
    CLARKSVILLE RURITANS INC
    PO BOX 44
    CLARKSVILLE,VA239270044     		NONE PC GENERAL SUPPORT 50,000
    ART 180 INC
    114 W MARSHALL ST
    RICHMOND,VA232203930     		NONE PC GENERAL OPERATING 10,000
    SAFE HARBOR
    PO BOX 17996
    RICHMOND,VA232267996     		NONE PC GENERAL SUPPORT 10,000
    ST JAMESS CHILDRENS CENTER
    1205 W FRANKLIN ST
    RICHMOND,VA232203711     		NONE PC GENERAL OPERATING 10,000
    RICHMOND SYMPHONY
    612 E GRACE ST STE 401
    RICHMOND,VA232191892     		NONE PC GENERAL SUPPORT 10,000
    MEDICAL COLLEGE OF VIRGINIA FOUNDATION
    PO BOX 980234
    RICHMOND,VA232980234     		NONE PC GENERAL SUPPORT 75,000
    POSITIVE VIBE FOUNDATION
    2825 HATHAWAY RD
    RICHMOND,VA232251725     		NONE PC GENERAL SUPPORT 10,000
    MEDICAL HOME PLUS INC
    8719 FOREST HILL AVE
    N CHESTERFIELD,VA232352431     		NONE PC GENERAL SUPPORT 5,000
    CRISTO REY RICHMOND HIGH SCHOOL INC
    304 N SHEPPARD ST
    RICHMOND,VA232212407     		NONE PC GENERAL SUPPORT 10,000
    Total .................................bullet 3a 1,250,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 547,161  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -44,311  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 524,853  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP/S-CORP     		    1 10  
    bOTHER INCOME     1 188,158  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,215,871  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,215,871
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 991     991

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Name of Bond End of Year Book Value End of Year Fair Market Value
    191216CU2 COCA-COLA CO/THE 39,994 41,317
    001055AP7 AFLAC INC 31,603 33,140
    00287YAL3 ABBVIE INC 2.900% 11 29,143 31,382
    9128282R0 US TREASURY NOTE 64,761 72,074
    78355HKF5 RYDER SYSTEM INC 49,981 51,611
    912828WJ5 US TREASURY NOTE 2.5 100,414 107,758
    172967HT1 CITIGROUP INC 3.750% 30,807 33,185
    594918BJ2 MICROSOFT CORP 61,244 67,076
    871829BK2 SYSCO CORPORATION 35,228 36,420
    9128285M8 US TREASURY NOTE 15,135 17,760
    3130A7PH2 FED HOME LN BK 84,546 84,175
    0258M0EL9 AMERICAN EXPRESS CRE 52,501 57,047
    233331AY3 DTE ENERGY CO 36,107 38,423
    961214DK6 WESTPAC BANKING CORP 54,150 56,614
    009158AY2 AIR PRODUCTS & CHEMI 35,379 37,048
    912828Q37 US TREASURY NOTE 53,184 55,145
    37045XBM7 GENERAL MOTORS FINL 60,832 60,646
    446150AS3 HUNTINGTON BANCSHARE 35,108 37,536
    10373QAE0 BP CAP MARKETS AMERI 56,953 59,754
    3135G03U5 FED NATL MTG ASSN 65,143 65,764
    9128283W8 US TREASURY NOTE 34,778 40,137
    458140BH2 INTEL CORP 42,190 43,390
    46625HJE1 JPMORGAN CHASE & CO 77,477 78,878
    844741BC1 SOUTHWEST AIRLINES 15,431 15,994
    713448ES3 PEPSICO INC 39,421 39,189
    67021CAG2 NSTAR ELECTRIC CO 29,826 30,905
    68389XBU8 ORACLE CORP 31,960 33,086
    205887CA8 CONAGRA BRANDS INC 27,900 27,979
    20030NCS8 COMCAST CORP 38,459 40,211
    126650BZ2 CVS CAREMARK CORP 2. 25,181 25,989
    12572QAG0 CME GROUP INC 50,994 54,817
    40414LAJ8 HCP INC 4.250% 11/15 30,886 32,837
    3135G0ZR7 FED NATL MTG ASSN 2. 85,651 92,448
    92277GAJ6 VENTAS REALTY LP 36,705 38,578
    665859AM6 NORTHERN TRUST CORP 46,871 45,886
    30219GAM0 EXPRESS SCRIPTS HOLD 26,118 28,988
    743820AA0 PROV ST JOSEPH HLTH 34,316 37,451
    9128284N7 US TREASURY NOTE 75,213 86,894
    74432QBT1 PRUDENTIAL FINANCIAL 60,003 56,991
    9128286B1 US TREASURY NOTE 50,520 57,399
    06367T4W7 BANK OF MONTREAL 34,866 35,282
    912828YY0 US TREASURY NOTE 120,497 127,121
    912828VS6 US TREASURY NOTE 2.5 101,895 106,148
    48203RAN4 JUNIPER NETWORKS INC 30,135 30,357
    68389XBV6 ORACLE CORP 44,806 44,726
    06051GEU9 BANK OF AMERICA CORP 34,573 37,107
    64465P7S1 NEW HAMPSHIRE ST MUN 50,000 54,849
    91159HHZ6 US BANCORP 46,702 46,701
    571748BB7 MARSH & MCLENNAN COS 20,293 20,475
    036752AB9 ANTHEM INC 25,879 28,829
    437076BW1 HOME DEPOT INC 37,047 42,112
    00206RJX1 AT&T INC 42,381 42,662
    404280AW9 HSBC HOLDINGS PLC 39,609 40,326
    912828V98 US TREASURY NOTE 59,308 66,321
    026874DQ7 AMERICAN INTL GROUP 42,856 43,000
    224399AR6 CRANE CO 4.450% 12/1 10,720 10,960
    191216CV0 COCA-COLA CO/THE 42,233 41,086
    06406HBY4 BANK OF NEW YORK MEL 15,565 15,318
    38148LAC0 GOLDMAN SACHS GROUP 55,909 60,701
    3134GVB31 FED HOME LN MTG CORP 44,955 45,058
    00440EAR8 ACE INA HOLDINGS 3.3 25,282 27,293
    377372AH0 GLAXOSMITHKLINE CAP 47,050 52,649
    037833CR9 APPLE INC 30,659 33,874
    912828P46 US TREASURY NOTE 1.6 45,830 53,180
    912828YS3 US TREASURY NOTE 79,400 86,459
    14040HBT1 CAPITAL ONE FINANCIA 34,736 38,449
    912828TY6 US TREASURY NOTE 1.6 150,196 154,178
    023135BC9 AMAZON.COM INC 42,393 45,542
    26078JAD2 DOWDUPONT INC 32,580 36,958
    61746BEF9 MORGAN STANLEY 40,280 45,809

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Name of Stock End of Year Book Value End of Year Fair Market Value
    125896100 CMS ENERGY CORP 1,774 2,196
    260003108 DOVER CORP COM 1,539 2,146
    126650100 CVS HEALTH CORPORATI 7,727 9,835
    629377508 NRG ENERGY INC 6,748 7,210
    00507V109 ACTIVISION BLIZZARD 2,696 5,292
    026874784 AMERICAN INTERNATION 6,066 5,717
    H1467J104 CHUBB LTD 18,286 19,856
    038222105 APPLIED MATERIALS IN 7,863 14,153
    023135106 AMAZON COM INC COM 59,773 175,874
    67066G104 NVIDIA CORP 15,573 40,732
    49456B101 KINDER MORGAN INC/DE 4,540 4,361
    G8994E103 TRANE TECHNOLOGIES P 3,138 6,968
    311900104 FASTENAL CO 1,428 2,344
    025816109 AMERICAN EXPRESS CO 9,504 10,036
    980745103 WOODWARD INC. 6,109 6,563
    92556V106 VIATRIS INC 1,688 2,080
    444859102 HUMANA INC 5,403 9,026
    886547108 TIFFANY & CO NEW 6,056 6,047
    023608102 AMEREN CORPORATION 4,137 4,293
    79466L302 SALESFORCE COM INC 9,360 22,030
    65339F101 NEXTERA ENERGY INC 10,581 17,282
    101137107 BOSTON SCIENTIFIC CO 9,929 9,095
    172908105 CINTAS CORP 9,244 20,501
    654106103 NIKE INC CL B 17,620 37,631
    655844108 NORFOLK SOUTHERN COR 5,126 7,841
    009158106 AIR PRODS & CHEMS IN 6,824 9,563
    666807102 NORTHROP GRUMMAN COR 15,294 16,455
    09062X103 BIOGEN INC 4,912 5,142
    574599106 MASCO CORP 1,500 2,197
    742718109 PROCTER & GAMBLE CO 32,329 42,994
    743315103 PROGRESSIVE CORP OHI 5,385 8,800
    855244109 STARBUCKS CORP COM 10,365 16,903
    278642103 EBAY INC 1,537 2,010
    760759100 REPUBLIC SERVICES IN 6,383 7,319
    192446102 COGNIZANT TECH SOLUT 3,929 7,048
    15135B101 CENTENE CORP DEL 5,176 4,442
    02209S103 ALTRIA GROUP INC 9,774 8,364
    872540109 TJX COMPANIES INC 7,232 10,039
    518439104 ESTEE LAUDER COMPANI 3,684 7,453
    88579Y101 3M CO 11,365 12,061
    256677105 DOLLAR GENERAL CORP 1,544 4,206
    097023105 BOEING CO 13,128 11,345
    440452100 HORMEL FOODS CORP CO 5,659 5,593
    704326107 PAYCHEX INC 1,493 2,423
    217204106 COPART INC COM 7,625 26,723
    87612E106 TARGET CORP 6,676 12,887
    143130102 CARMAX INC 14,294 17,853
    26441C204 DUKE ENERGY HOLDING 23,372 24,904
    931142103 WALMART INC 17,163 24,506
    91913Y100 VALERO ENERGY CORP 5,419 4,412
    55261F104 M & T BANK CORPORATI 18,538 14,767
    98138H101 WORKDAY INC 3,868 8,866
    92939U106 WEC ENERGY GROUP INC 1,579 2,209
    11135F101 BROADCOM INC 12,931 22,768
    620076307 MOTOROLA SOLUTIONS, 4,897 4,762
    58155Q103 MCKESSON CORP 5,124 6,261
    22160N109 COSTAR GROUP, INC 5,723 6,470
    452327109 ILLUMINA INC 6,918 12,210
    92826C839 VISA INC-CLASS A SHR 25,205 52,058
    43300A203 HILTON WORLDWIDE HOL 1,449 2,225
    674599162 OCCIDENTAL PETROLEUM 465 640
    16411R208 CHENIERE ENERGY INC 4,642 6,723
    256746108 DOLLAR TREE INC 15,641 19,123
    40412C101 HCA HOLDINGS INC 1,515 3,125
    252131107 DEXCOM INC 4,618 8,134
    01973R101 ALLISON TRANSMISSION 13,635 13,155
    125523100 CIGNA CORP 8,723 11,658
    595112103 MICRON TECHNOLOGY IN 6,539 11,503
    177376100 CITRIX SYS INC COM 11,388 18,084
    35137L105 FOX CORP 13,168 10,512
    68389X105 ORACLE CORPORATION 15,192 18,178
    918204108 V F CORP 1,406 2,050
    872590104 T-MOBILE US INC 6,686 8,496
    G51502105 JOHNSON CONTROLS INT 11,472 13,325
    00206R102 AT & T INC 29,578 24,877
    04247X102 ARMSTRONG WORLD INDU 11,624 16,217
    064058100 BANK NEW YORK MELLON 4,683 5,560
    191216100 COCA COLA CO 25,934 28,572
    171340102 CHURCH & DWIGHT INC 1,461 2,006
    744573106 PUBLIC SVC ENTERPRIS 6,637 6,821
    883556102 THERMO FISHER SCIENT 12,235 29,344
    780287108 ROYAL GOLD INC 7,543 6,807
    00287Y109 ABBVIE INC 13,487 20,466
    12508E101 CDK GLOBAL INC 9,962 8,967
    02079K305 ALPHABET INC CL A 36,527 64,848
    02079K107 ALPHABET INC CL C 35,824 64,820
    98980L101 ZOOM VIDEO COMMUNICA 5,489 7,084
    90353T100 UBER TECHNOLOGIES IN 4,883 8,670
    244199105 DEERE & CO 8,026 13,991
    30231G102 EXXON MOBIL CORPORAT 28,773 21,352
    G8473T100 STERIS PLC 14,030 15,732
    017175100 ALLEGHANY CORP DEL N 13,842 15,092
    231021106 CUMMINS INC. 6,031 6,132
    G0750C108 AXALTA COATING SYSTE 11,688 10,307
    285512109 ELECTRONIC ARTS INC 4,861 7,467
    512807108 LAM RESEARCH CORP CO 1,565 4,250
    539830109 LOCKHEED MARTIN CORP 15,188 17,039
    337932107 FIRSTENERGY CORP COM 9,608 7,530
    G9618E107 WHITE MTNS INS GROUP 8,287 8,005
    737446104 POST HOLDINGS INC 14,327 16,667
    369550108 GENERAL DYNAMICS COR 4,673 5,209
    084423102 BERKLEY W R CORP 5,619 6,111
    75886F107 REGENERON PHARMACEUT 5,515 7,247
    16119P108 CHARTER COMMUNICATIO 8,120 13,231
    857477103 STATE STREET CORP 3,914 6,259
    375558103 GILEAD SCIENCES INC 13,309 12,002
    679580100 OLD DOMINION FREIGHT 6,404 17,371
    718172109 PHILIP MORRIS INTERN 15,173 15,896
    718546104 PHILLIPS 66 4,898 5,735
    502431109 L3HARRIS TECHNOLOGIE 5,653 5,104
    007903107 ADVANCED MICRO DEVIC 5,478 15,316
    92532F100 VERTEX PHARMACEUTICA 4,780 7,327
    084670702 BERKSHIRE HATHAWAY I 46,597 54,489
    G97822103 PERRIGO CO PLC 14,496 12,745
    418056107 HASBRO INC 11,812 11,412
    482480100 KLA CORP 2,060 5,178
    824348106 SHERWIN WILLIAMS CO 1,731 3,675
    45168D104 IDEXX CORP 2,214 4,999
    03662Q105 ANSYS INC 1,610 3,274
    002824100 ABBOTT LABS 15,829 22,664
    037833100 APPLE INC 84,719 255,826
    075887109 BECTON DICKINSON & C 7,640 8,007
    571748102 MARSH & MCLENNAN COS 2,944 4,212
    902494103 TYSON FOODS INC CL A 5,993 5,026
    110122108 BRISTOL MYERS SQUIBB 13,015 16,748
    494368103 KIMBERLY CLARK CORP 11,506 14,292
    871829107 SYSCO CORP 5,797 6,683
    816851109 SEMPRA ENERGY COM 6,541 5,988
    G1151C101 ACCENTURE PLC 13,390 25,599
    70450Y103 PAYPAL HOLDINGS INC 9,937 33,959
    032654105 ANALOG DEVICES INC 6,701 9,750
    260557103 DOW INC 5,885 6,383
    058498106 BALL CORP 5,862 13,138
    808513105 SCHWAB CHARLES CORP 6,860 9,070
    58933Y105 MERCK & CO INC NEW 24,654 25,849
    G5494J103 LINDE PLC 12,722 18,182
    67103H107 O'REILLY AUTOMOTIVE 4,904 5,883
    194162103 COLGATE PALMOLIVE CO 8,272 9,834
    670346105 NUCOR CORP 7,716 8,138
    693475105 PNC FINANCIAL SERVIC 18,204 20,711
    501044101 KROGER CO 1,472 2,191
    G47567105 IHS MARKIT LTD 2,041 3,503
    907818108 UNION PACIFIC CORP 20,199 36,022
    929160109 VULCAN MATERIALS COM 20,762 26,399
    216648402 COOPER COS INC COM N 1,639 2,180
    94106L109 WASTE MANAGEMENT INC 8,909 10,024
    127387108 CADENCE DESIGN SYSTE 1,500 3,547
    778296103 ROSS STORES INC 1,513 3,070
    22160K105 COSTCO WHOLESALE COR 16,995 38,055
    166764100 CHEVRON CORP 35,710 29,558
    88339J105 TRADE DESK INC/THE 5,694 5,607
    09215C105 BLACK KNIGHT INC 14,706 19,702
    278865100 ECOLAB INC 5,240 6,707
    844741108 SOUTHWEST AIRLINES C 6,197 6,013
    032095101 AMPHENOL CORP CL A 16,923 25,631
    29362U104 ENTEGRIS INC 9,646 30,656
    30303M102 FACEBOOK INC 54,015 84,133
    45687V106 INGERSOLL-RAND INC 902 1,914
    75513E101 RAYTHEON TECHNOLOGIE 13,786 12,657
    717081103 PFIZER INC 30,809 33,129
    339041105 FLEETCOR TECHNOLOGIE 3,777 7,094
    26614N102 DUPONT DE NEMOURS IN 5,676 6,755
    89832Q109 TRUIST FINANCIAL COR 8,605 9,155
    149123101 CATERPILLAR INC 11,824 15,836
    172062101 CINCINNATI FINANCIAL 13,263 17,299
    631103108 NASDAQ INC 10,416 18,451
    959802109 WESTERN UNION CO/THE 8,056 8,908
    77543R102 ROKU INC 6,058 5,976
    478160104 JOHNSON & JOHNSON 42,415 50,204
    35671D857 FREEPORT-MCMORAN INC 6,460 7,129
    713448108 PEPSICO INC 24,054 28,474
    12572Q105 CME GROUP INC 7,618 7,828
    60786M105 MOELIS & CO 10,859 15,010
    46266C105 IQVIA HOLDINGS INC 1,495 2,150
    60770K107 MODERNA INC 5,892 5,328
    235851102 DANAHER CORP 12,077 30,655
    G6095L109 APTIV PLC 6,197 6,775
    452308109 ILLINOIS TOOL WORKS 5,395 8,155
    G0403H108 AON PLC 7,895 11,620
    00724F101 ADOBE INC 15,632 50,512
    17275R102 CISCO SYSTEMS INC 21,179 23,002
    G96629103 WILLIS TOWERS WATSON 1,525 2,107
    37940X102 GLOBAL PMTS INC W/I 3,411 6,463
    988498101 YUM BRANDS INC 4,892 6,188
    64110L106 NETFLIX INC 12,305 36,229
    369604103 GENERAL ELECTRIC CO 9,026 11,491
    81762P102 SERVICENOW INC 7,429 22,568
    09857L108 BOOKING HOLDINGS INC 9,379 11,136
    052769106 AUTODESK INC 7,326 10,992
    90184L102 TWITTER INC 6,061 6,769
    705573103 PEGASYSTEMS INC 6,413 11,860
    617446448 MORGAN STANLEY 6,692 10,280
    74144T108 T ROWE PRICE GROUP I 1,519 2,725
    46120E602 INTUITIVE SURGICAL I 6,186 11,453
    169656105 CHIPOTLE MEXICAN GRI 4,095 12,480
    30040W108 EVERSOURCE ENERGY CO 1,578 2,163
    345370860 FORD MOTOR COMPANY 6,195 5,960
    016255101 ALIGN TECHNOLOGY INC 6,165 6,947
    83088M102 SKYWORKS SOLUTIONS I 13,725 25,225
    550021109 LULULEMON ATHLETICA 5,648 16,009
    115637209 BROWN FORMAN CORP CL 7,554 13,503
    651639106 NEWMONT CORP 6,448 10,720
    594918104 MICROSOFT CORP 86,734 210,187
    98978V103 ZOETIS INC 6,495 10,261
    38141G104 GOLDMAN SACHS GROUP 7,958 9,494
    20825C104 CONOCOPHILLIPS 7,721 5,599
    609207105 MONDELEZ INTERNATION 8,720 10,174
    92343E102 VERISIGN INC COM 1,491 1,948
    37045V100 GENERAL MOTORS CO 3,772 8,744
    126408103 CSX CORP 5,810 8,531
    020002101 ALLSTATE CORP 1,539 1,869
    28176E108 EDWARDS LIFESCIENCES 7,858 15,600
    852234103 SQUARE INC 1,645 9,141
    674599105 OCCIDENTAL PETE CORP 6,439 6,595
    78409V104 S&P GLOBAL INC 12,227 20,053
    031162100 AMGEN INC 15,252 18,394
    580135101 MCDONALDS CORP 17,604 19,741
    513272104 LAMB WESTON HOLDINGS 13,694 16,142
    532457108 ELI LILLY & CO COM 10,392 17,391
    548661107 LOWES COS INC 8,993 15,248
    887389104 TIMKEN CO 3,469 9,979
    291011104 EMERSON ELECTRIC CO 1,549 2,009
    29364G103 ENTERGY CORP NEW COM 6,488 6,490
    30161N101 EXELON CORPORATION 5,783 5,320
    036752103 ANTHEM INC 8,311 9,954
    651587107 NEWMARKET CORP 13,835 12,745
    G5960L103 MEDTRONIC PLC 20,325 29,754
    21036P108 CONSTELLATION BRANDS 8,095 9,638
    254687106 WALT DISNEY CO 31,908 45,114
    615369105 MOODYS CORP 1,620 3,483
    437076102 HOME DEPOT INC 22,529 34,796
    459200101 INTERNATIONAL BUSINE 15,271 13,343
    00846U101 AGILENT TECHNOLOGIES 1,515 2,725
    31428X106 FEDEX CORPORATION 4,729 10,125
    172967424 CITIGROUP INC. 24,944 22,074
    848637104 SPLUNK INC 2,350 6,286
    25179M103 DEVON ENERGY CORPORA 5,917 10,213
    438516106 HONEYWELL INTERNATIO 17,859 28,289
    565849106 MARATHON OIL CORP 6,405 6,490
    025537101 AMERICAN ELECTRIC PO 6,444 6,245
    92343V104 VERIZON COMMUNICATIO 28,302 30,315
    902973304 US BANCORP 26,980 23,854
    98389B100 XCEL ENERGY INC 5,667 7,467
    91324P102 UNITEDHEALTH GROUP I 26,832 41,731
    45866F104 INTERCONTINENTAL EXC 5,706 7,724
    70614W100 PELOTON INTERACTIVE 5,798 5,917
    337738108 FISERV INC 6,122 11,158
    842587107 SOUTHERN CO 10,476 11,242
    071813109 BAXTER INTL INC 1,549 1,926
    370334104 GENERAL MILLS INC 2,585 2,940
    461202103 INTUIT COM 5,759 10,256
    693718108 PACCAR INC 1,523 1,898
    46625H100 JPMORGAN CHASE & CO 46,186 63,535
    688239201 OSHKOSH CORPORATION 14,054 22,292
    030420103 AMERICAN WATER WORKS 1,486 2,456
    110122157 BRISTOL-MYERS SQUIBB 173 52
    189054109 CLOROX CO 2,688 3,635
    20030N101 COMCAST CORP CLASS A 35,780 52,243
    882508104 TEXAS INSTRUMENTS IN 16,213 30,364
    23918K108 DAVITA INC 3,894 8,570
    57636Q104 MASTERCARD INC 17,089 43,190
    693506107 PPG INDUSTRIES INC 5,759 7,788
    G8060N102 SENSATA TECHNOLOGIES 11,711 11,234
    863667101 STRYKER CORP 7,890 10,047
    09247X101 BLACKROCK INC 6,832 11,545
    G29183103 EATON CORP PLC 7,826 12,855
    90138F102 TWILIO INC 5,214 8,801
    747525103 QUALCOMM INC 9,667 21,785
    723484101 PINNACLE WEST CAP CO 5,663 5,517
    060505104 BANK OF AMERICA CORP 37,915 45,526
    911312106 UNITED PARCEL SERVIC 10,054 14,482
    25746U109 DOMINION ENERGY INC 13,674 13,386
    893641100 TRANSDIGM GROUP INC 5,603 7,426
    806857108 SCHLUMBERGER LTD 5,384 6,091
    871607107 SYNOPSYS INC COM 1,533 3,889
    776696106 ROPER TECHNOLOGIES I 1,653 3,018
    363576109 GALLAGHER ARTHUR J & 3,548 6,186
    14040H105 CAPITAL ONE FINANCIA 8,307 11,071
    458140100 INTEL CORP 23,681 26,156
    571903202 MARRIOTT INTERNATION 6,322 6,464
    89417E109 TRAVELERS COMPANIES 17,686 20,213
    88160R101 TESLA INC 12,482 64,922
    761152107 RESMED INC 1,366 3,188
    053015103 AUTOMATIC DATA PROCE 7,974 9,339
    31620M106 FIDELITY NATL INFORM 15,049 22,775

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3137AWKH7 FED HOME LN MTG CORP AT COST 21,767 22,271
    90270RBD5 UBS-BARCLAYS COMMER AT COST 100,805 102,507
    70299PGP6 PARTNERS GROUP PRIVA AT COST 451,287 900,909
    57636Q104 MASTERCARD INC      
    92826C839 VISA INC-CLASS A SHR      
    020002101 ALLSTATE CORP COM      
    189054109 CLOROX CO      
    278865100 ECOLAB INC      
    539830109 LOCKHEED MARTIN CORP      
    580135101 MCDONALDS CORP      
    16119P108 CCH I LLC      
    40412C101 HCA HOLDINGS INC      
    172967424 CITIGROUP INC      
    718546104 PHILLIPS 66      
    91913Y100 VALERO ENERGY CORP      
    438516106 HONEYWELL INTERNATIO      
    92343V104 VERIZON COMMUNICATIO      
    345370860 FORD MOTOR COMPANY      
    21036P108 CONSTELLATION BRANDS      
    30161N101 EXELON CORPORATION      
    177376100 CITRIX SYS INC COM      
    88019R385 TMPLTN EM MRKT SM CA AT COST 125,000 119,380
    19766H437 COLUMBIA SELECT S/C      
    04314H758 ARTISAN SMALL CAP FU AT COST 100,000 153,122
    06367T4W7 BANK OF MONTREAL      
    912828WJ5 US TREASURY NOTE 2.5      
    00440EAR8 ACE INA HOLDINGS 3.3      
    912828U24 US TREASURY NOTE      
    912828V98 US TREASURY NOTE      
    345397VU4 FORD MOTOR CREDIT CO      
    78355HKF5 RYDER SYSTEM INC      
    68389XAP0 ORACLE CORP 2.500% 1      
    06051GEU9 BANK OF AMERICA CORP      
    78409V104 S&P GLOBAL INC      
    023135106 AMAZON COM INC      
    032654105 ANALOG DEVICES INC      
    244199105 DEERE & CO      
    45168D104 IDEXX CORP      
    452308109 ILLINOIS TOOL WORKS      
    478160104 JOHNSON & JOHNSON      
    55261F104 M & T BANK CORPORATI      
    670346105 NUCOR CORP      
    682680103 ONEOK INC COM      
    704326107 PAYCHEX INC      
    844741108 SOUTHWEST AIRLINES C      
    855244109 STARBUCKS CORP COM      
    871829107 SYSCO CORP      
    882508104 TEXAS INSTRUMENTS IN      
    G1151C101 ACCENTURE PLC      
    G0177J108 ALLERGAN PLC      
    88579Y101 3M CO      
    084670702 BERSHIRE HATHAWAY IN      
    64110L106 NETFLIX.COM INC      
    02209S103 ALTRIA GROUP INC      
    65339F101 NEXTERA ENERGY INC      
    G47567105 IHS MARKIT LTD      
    49456B101 KINDER MORGAN INC/DE      
    G0408V102 AON PLC      
    609207105 MONDELEZ INTERNATION      
    95040Q104 WELLTOWER INC      
    42824C109 HEWLETT PACKARD ENTE      
    H1467J104 CHUBB LTD      
    064058100 THE BANK OF NEW YORK      
    45866F104 INTERCONTINENTALEXCH      
    931142103 WAL MART STORES INC      
    94106L109 WASTE MANAGEMENT INC      
    22160K105 COSTCO WHOLESALE COR      
    26875P101 EOG RESOURCES, INC      
    87612E106 TARGET CORP      
    615369105 MOODYS CORP      
    11135F101 BROADCOM INC      
    862121100 STORE CAPITAL CORP AT COST 10,844 14,917
    693506107 PPG INDUSTRIES INC      
    808513105 SCHWAB CHARLES CORP      
    816851109 SEMPRA ENERGY COM      
    824348106 SHERWIN WILLIAMS CO      
    883556102 THERMO FISHER SCIENT      
    902494103 TYSON FOODS INC CL A      
    918204108 V F CORP      
    036752103 ANTHEM INC      
    22822V101 CROWN CASTLE INTL CO AT COST 5,929 8,915
    29444U700 EQUINIX INC AT COST 4,968 6,428
    755111507 RAYTHEON CO      
    74256W568 PRINCIPAL REAL EST S AT COST 725,000 789,381
    464287499 ISHARES RUSSELL MID- AT COST 210,214 1,009,056
    99RE97447 1108.98 ACRES CHASE AT COST 2,920,517 2,550,654
    922042858 VANGUARD FTSE EMERGI AT COST 467,745 767,685
    77958B402 T ROWE PRICE INST FL AT COST 433,352 421,825
    172967HT1 CITIGROUP INC 3.750%      
    12572QAG0 CME GROUP INC      
    594918BJ2 MICROSOFT CORP      
    46625HJE1 JPMORGAN CHASE & CO      
    67021CAG2 NSTAR ELECTRIC CO      
    88160R101 TESLA MOTORS INC      
    339041105 FLEETCOR TECHNOLOGIE      
    03027X100 AMERICAN TOWER CORP AT COST 6,937 9,876
    30219GAM0 EXPRESS SCRIPTS HOLD      
    46434V282 ISHARES EDGE MSCI MF AT COST 749,424 895,906
    BIT990000 BLACKSTONE REAL ESTA AT COST 676,700 734,523
    99RE97371 1130.39 ACRES CHASE AT COST 3,287,281 2,289,040
    912828Q37 US TREASURY NOTE      
    46120E602 INTUITIVE SURGICAL I      
    169656105 CHIPOTLE MEXICAN GRI      
    550021109 LULULEMON ATHLETICA      
    G29183103 EATON CORP PLC      
    191216100 COCA COLA CO      
    053484101 AVALONBAY CMNTYS INC      
    67066G104 NVIDIA CORP      
    25179M103 DEVON ENERGY CORPORA      
    87165B103 SYNCHRONY FINANCIAL      
    58155Q103 MCKESSON CORP      
    679580100 OLD DOMINION FREIGHT      
    69353REW4 PNC BANK NA      
    06406HBY4 BANK OF NEW YORK MEL      
    001055AJ1 AFLAC INC 4.000% 2/1      
    377372AH0 GLAXOSMITHKLINE CAP      
    00287YAL3 ABBVIE INC 2.900% 11      
    912828WC0 US TREASURY NOTE 1.7      
    35671D857 FREEPORT-MCMORAN COP      
    444859102 HUMANA INC      
    459200101 INTERNATIONAL BUSINE      
    501044101 KROGER CO      
    518439104 ESTEE LAUDER COMPANI      
    595112103 MICRON TECHNOLOGY IN      
    654106103 NIKE INC CL B      
    655844108 NORFOLK SOUTHERN COR      
    665859104 NORTHERN TRUST CORP      
    693718108 PACCAR INC      
    717081103 PFIZER INC      
    776696106 ROPER INDS INC NEW C      
    863667101 STRYKER CORP      
    125523100 CIGNA CORP      
    256677105 DOLLAR GENERAL CORP      
    83088M102 SKYWORKS SOLUTIONS I      
    032095101 AMPHENOL CORP NEW      
    14040H105 CAPITAL ONE FINANCIA      
    254687106 WALT DISNEY CO      
    285512109 ELECTRONIC ARTS INC      
    337738108 FISERV INC      
    369604103 GENERAL ELECTRIC CO      
    375558103 GILEAD SCIENCES INC      
    458140100 INTEL CORP      
    482480100 KLA-TENCOR CORP COM      
    571903202 MARRIOTT INTERNATION      
    594918104 MICROSOFT CORP      
    172908105 CINTAS CORP      
    418056107 HASBRO INC      
    737446104 POST HOLDINGS INC      
    04247X102 ARMSTRONG WORLD INDU      
    70959W103 PENSKE AUTO GROUP IN      
    912828VS6 US TREASURY NOTE 2.6      
    40414LAJ8 HCP INC 4.250% 11/15      
    911312106 UNITED PARCEL SERVIC      
    00846U101 AGILENT TECHNOLOGIES      
    09247X101 BLACKROCK INC      
    98389B100 XCEL ENERGY INC      
    G0750C108 AXALTA COATING SYSTE      
    126408103 CSX CORP      
    126650100 CVS/CAREMARK CORPORA      
    17275R102 CISCO SYSTEMS INC      
    337932107 FIRSTENERGY CORP COM      
    461202103 INTUIT COM      
    494368103 KIMBERLY CLARK CORP      
    512807108 LAM RESEARCH CORP CO      
    548661107 LOWES COS INC      
    681919106 OMNICOM GROUP      
    68389X105 ORACLE CORPORATION      
    74460D109 PUBLIC STORAGE INC C AT COST 1,701 1,847
    75886F107 REGENERON PHARMACEUT      
    026874784 AMERICAN INTERNATION      
    931427108 WALGREENS BOOTS ALLI      
    98956P102 ZIMMER HOLDINGS INC      
    70450Y103 PAYPAL HOLDINGS INC      
    40434L105 HP INC      
    09062X103 BIOGEN IDEC INC      
    56585A102 MARATHON PETROLEUM C      
    89417E109 TRAVELERS COS INC      
    247361702 DELTA AIR LINES INC      
    00287Y109 ABBVIE INC      
    98978V103 ZOETIS INC      
    929160109 VULCAN MATLS CO      
    74256W584 PRINCIPAL MIDCAP FUN AT COST 250,000 331,818
    000843201 ACAP STRATEGIC FUND- AT COST 450,000 709,881
    74144Q203 T ROWE PRICE INST EM AT COST 125,000 157,029
    52106N459 LAZARD GL LIST INFRA AT COST 425,000 400,184
    009158106 AIR PRODUCTS AND CHE      
    025537101 AMERICAN ELECTRIC PO      
    031162100 AMGEN INC      
    037411105 APACHE CORPORATION C      
    071813109 BAXTER INTL INC COM      
    125896100 CMS ENERGY CORP      
    235851102 DANAHER CORP      
    281020107 EDISON INTL COM      
    254683BP9 DISCOVER CARD EXECUT      
    651587107 NEWMARKET CORP      
    81762P102 SERVICENOW INC      
    00724F101 ADOBE SYS INC      
    037833100 APPLE COMPUTER INC C      
    052769106 AUTODESK INC COM      
    053015103 AUTOMATIC DATA PROCE      
    097023105 BOEING COMPANY      
    101121101 BOSTON PROPERTIES IN      
    101137107 BOSTON SCIENTIFIC CO      
    110122108 BRISTOL MYERS SQUIBB      
    99RE97744 20 AC TM081000A018 L AT COST 92,483 51,500
    9128283W8 US TREASURY NOTE      
    36962G2T0 GENERAL ELEC CAP COR      
    912828TY6 US TREASURY NOTE 1.6      
    NBP993844 NB CROSSROADS PRIV M AT COST 151,312 151,312
    87234N765 TCW EMRG MKTS INCM-I AT COST 150,000 162,405
    339128100 JP MORGAN MID CAP VA      
    77956H435 T ROWE PR OVERSEAS S AT COST 700,000 746,457
    277923264 EATON VANCE GLOB MAC      
    921943858 VANGUARD FTSE DEVELO AT COST 300,208 322,775
    3135G0ZR7 FED NATL MTG ASSN 2.      
    9128285M8 US TREASURY NOTE      
    053015AD5 AUTOMATIC DATA PROCE      
    867914BK8 SUNTRUST BANKS INC      
    571748BB7 MARSH & MCLENNAN COS      
    037833CR9 APPLE INC      
    126650BZ2 CVS CAREMARK CORP 2.      
    98138H101 WORKDAY INC      
    00507V109 ACTIVISION BLIZZARD      
    001055102 AFLAC INC      
    058498106 BALL CORP      
    194162103 COLGATE PALMOLIVE CO      
    370334104 GENERAL MILLS INC      
    416515104 HARTFORD FINANCIAL S      
    532457108 ELI LILLY & CO COM      
    540424108 LOEWS CORP      
    666807102 NORTHROP GRUMMAN COR      
    713448108 PEPSICO INC      
    760759100 REPUBLIC SERVICES IN      
    806857108 SCHLUMBERGER LTD      
    G47791101 INGERSOLL-RAND PLC      
    166764100 CHEVRON CORP      
    565849106 MARATHON OIL CORP      
    744320102 PRUDENTIAL FINL INC      
    620076307 MOTOROLA SOLUTIONS,      
    03076C106 AMERIPRISE FINL INC      
    30231G102 EXXON MOBIL CORPORAT      
    91324P102 UNITEDHEALTH GROUP I      
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    30303M102 FACEBOOK INC      
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    464287655 ISHARES RUSSELL 2000 AT COST 293,426 1,202,436
    256206103 DODGE & COX INTL STO AT COST 409,336 464,194
    85917K546 STERLING CAPITAL STR AT COST 100,000 76,143
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    87240R107 TFS FINANCIAL CORP      
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    922031760 VANGUARD HIGH YIELD AT COST 726,470 736,320
    14040HBT1 CAPITAL ONE FINANCIA      
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    61746BEF9 MORGAN STANLEY      
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    844741BC1 SOUTHWEST AIRLINES      
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    43300A203 HILTON WORLDWIDE HOL      
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    084423102 BERKLEY W R CORP      
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    20030NCS8 COMCAST CORP      
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    12596TAC5 CNH EQUIPMENT TRUST AT COST 101,805 101,978
    95000CAZ6 WELLS FARGO COMMERCI AT COST 53,313 53,600
    27830W108 EV GL MACR ABS RTRN AT COST 133,234 128,759
    3132CWGC2 FHLMC POOL #SB0195 AT COST 28,016 28,204
    78410G104 SBA COMMUNICATIONS C AT COST 3,760 4,514

    TY 2020 OtherDecreasesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Amount
    PY RETURN OF CAPITAL ADJ 4,248
    PURCHASE OF ACCRUED INTEREST CARRYOVER 873
    COST BASIS ADJUSTMENT 6,998


    TY 2020 OtherExpensesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 112 112   0
    FROM PARTNERSHIP/S-CORP 1,009 1,009   0
    Rent and Royalty Expense 56,960      


    TY 2020 OtherIncomeSchedule2
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 188,158 188,158  
    FROM PARTNERSHIP/S-CORP 10 10  


    TY 2020 OtherIncreasesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Description Amount
    MUTUAL FUND TIMING ADJ 27,218


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMIN FEE 26,912     26,912
    INVESTMNT MNGMNT FEES (NON-DED 1,918 1,918    


    TY 2020 TaxesSchedule
    Name:
    SHELTON H SHORT JR TRUST
    EIN:
    54-6140127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,391 2,391   0
    FEDERAL TAX PAYMENT - PRIOR YE 12,655 0   0
    FEDERAL ESTIMATES - PRINCIPAL 25,540 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,217 1,217   0
    FOREIGN TAXES ON NONQUALIFIED 3,029 3,029   0