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 07-01-2020 , and ending 06-30-2021
Name of foundation
REHM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7116 SE GREENVIEW PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOBE SOUND, FL33455
A Employer identification number

42-1464826
B Telephone number (see instructions)

(515) 245-3737
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$793,181J 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 3 3  
4 Dividends and interest from securities... 11,099 11,099  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,008
b Gross sales price for all assets on line 6a 107,234
7 Capital gain net income (from Part IV, line 2)... 29,008
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,008   2,008
12 Total. Add lines 1 through 11........ 42,118 40,110 2,008
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,510 2,255   2,255
c Other professional fees (attach schedule).... Click to see attachment 3,881 3,881    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,008      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 75 75    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,474 6,211   2,255
25 Contributions, gifts, grants paid....... 50,350 50,350
26 Total expenses and disbursements. Add lines 24 and 25 60,824 6,211   52,605
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,706
b Net investment income (if negative, enter -0-) 33,899
c Adjusted net income (if negative, enter -0-)... 2,008
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............. 12,205 17,270 17,270
2 Savings and temporary cash investments......... 12,027 15,210 15,210
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 161,619 Click to see attachment162,688 271,506
c Investments—corporate bonds (attach schedule)....... 130,244 Click to see attachment130,244 127,501
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 286,811 Click to see attachment258,788 361,694
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) 602,906 584,200 793,181
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 602,906 584,200
29 Total net assets or fund balances (see instructions)..... 602,906 584,200
30 Total liabilities and net assets/fund balances (see instructions). 602,906 584,200
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
602,906
2
Enter amount from Part I, line 27a .....................
2
-18,706
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
584,200
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
584,200
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 AT&T INC P 2019-08-27 2020-07-06
b VIATRIS INC P 2020-06-03 2020-11-20
c O'REILLY AUTOMOTIVE INC P 2020-11-11 2021-03-16
d ADVANCED MICRO DEVICES INC P 2019-02-19 2020-08-03
e VERTEX PHARMACEUTICALS INC P 2019-06-05 2020-10-30
COMCAST CORP NEW CL A P 2017-03-29 2021-01-27
APPLE COMPUTER INC COM P 2019-10-28 2021-02-23
NEXTERA ENERGY INC P 2018-06-27 2021-03-16
APPLE COMPUTER INC COM P 2019-08-01 2021-05-26
PAYPAL HOLDINGS INC P 2019-07-29 2020-07-15
VIATRIS INC P 2020-08-24 2020-11-20
O'REILLY AUTOMOTIVE INC P 2020-11-11 2021-05-27
EXELON CORP P 2018-03-19 2020-08-03
DISNEY (WALT) COMPANY HOLDING CO. P 2005-10-25 2020-11-02
APPLE COMPUTER INC COM P 2019-10-28 2021-02-04
APPLE COMPUTER INC COM P 2019-10-10 2021-02-23
NEXTERA ENERGY INC P 2018-05-09 2021-03-16
APPLE COMPUTER INC COM P 2019-09-30 2021-05-26
UNITED HEALTH GROUP INC P 2019-11-18 2020-07-17
VIATRIS INC P 2020-05-04 2020-11-20
O'REILLY AUTOMOTIVE INC P 2021-03-05 2021-05-27
NEXTERA ENERGY INC P 2018-06-27 2020-08-03
AMGEN INC P 2019-09-30 2020-11-11
CELANESE CORP DEL P 2013-12-13 2021-02-04
APPLE COMPUTER INC COM P 2019-10-10 2021-02-25
BANK AMER CORP P 2018-03-19 2021-04-06
DEERE & COMPANY P 2018-03-19 2021-05-27
PROCTER & GAMBLE CO COM P 2019-09-30 2020-07-27
NVIDIA CORP P 2020-01-23 2021-01-21
ELI LILLY & CO COM P 2020-06-23 2021-06-14
PAYPAL HOLDINGS INC P 2019-05-09 2020-08-03
AMGEN INC P 2019-08-16 2020-11-11
MICROSOFT CORP COM P 2019-09-30 2021-02-04
PAYPAL HOLDINGS INC P 2019-04-10 2021-02-25
CHARTER COMMUNICATIONS INC-A P 2020-02-03 2021-04-16
ABBOTT LABORATORIES P 2018-03-19 2021-06-01
PROCTER & GAMBLE CO COM P 2020-03-19 2020-07-27
PFIZER INC COM P 2020-05-04 2021-02-03
TEXAS INSTRUMENTS INC P 2021-03-05 2021-06-14
S & P GLOBAL INC P 2019-06-19 2020-08-07
COSTCO WHSL CORP NEW P 2018-03-19 2020-11-11
SQUARE INC - A P 2019-04-10 2021-02-04
NVIDIA CORP P 2020-01-15 2021-03-01
MONDELEZ INTERNATIONAL INC P 2018-03-19 2021-04-16
ABBOTT LABORATORIES P 2020-01-23 2021-06-01
ADVANCED MICRO DEVICES INC P 2019-09-30 2020-08-03
PFIZER INC COM P 2020-08-24 2021-02-03
TEXAS INSTRUMENTS INC P 2020-07-06 2021-06-14
PAYPAL HOLDINGS INC P 2019-04-10 2020-09-01
VIATRIS INC P 2018-03-19 2020-11-20
DEERE & COMPANY P 2018-03-19 2021-02-05
CHARTER COMMUNICATIONS INC-A P 2020-02-03 2021-03-05
PROCTER & GAMBLE CO COM P 2018-12-06 2021-04-16
BNYM GLBL RL RTRN -Y P 2018-03-16 2021-06-04
PAYPAL HOLDINGS INC P 2019-10-28 2020-08-03
PROCTER & GAMBLE CO COM P 2020-04-03 2021-02-03
LAS VEGAS SANDS CORP P 2020-09-02 2021-06-23
SQUARE INC - A P 2019-04-10 2020-09-01
VIATRIS INC P 2019-09-30 2020-11-20
TRANE TECHNOLOGIES PLC P 2019-09-30 2021-02-05
COSTCO WHSL CORP NEW P 2018-03-19 2021-03-05
OTIS WORLDWIDE CORP P 2019-10-21 2021-04-20
APPLE COMPUTER INC COM P 2019-08-01 2021-06-14
BIOMARIN PHARMACEUTICAL INC P 2020-06-25 2020-08-24
PROCTER & GAMBLE CO COM P 2020-03-19 2021-02-03
LAS VEGAS SANDS CORP P 2020-09-17 2021-06-23
CONSTELLATION BRANDS INC P 2018-10-02 2020-09-02
VIATRIS INC P 2019-09-30 2020-11-25
TRANE TECHNOLOGIES PLC P 2018-03-19 2021-02-05
NVIDIA CORP P 2020-01-09 2021-03-05
OTIS WORLDWIDE CORP P 2020-04-08 2021-04-20
CHEVRONTEXACO CORP P 2019-09-30 2021-06-14
KLA TENCOR CORP P 2019-10-28 2020-09-01
APPLE COMPUTER INC COM P 2020-02-19 2021-02-04
LUMENTUM HOLDINGS INC P 2020-09-04 2021-06-24
CONSTELLATION BRANDS INC P 2018-06-29 2020-09-02
BNYM DYN TTL RTRN-Y P 2018-03-19 2020-12-28
MICROSOFT CORP COM P 2019-09-30 2021-02-08
APPLE COMPUTER INC COM P 2019-10-10 2021-03-08
YUM BRANDS INC P 2020-02-10 2021-04-26
YUM BRANDS INC P 2018-03-19 2021-06-14
NVIDIA CORP P 2020-01-23 2020-09-04
CELANESE CORP DEL P 2020-09-01 2021-02-04
TEXAS INSTRUMENTS INC P 2020-07-06 2021-06-24
CONSTELLATION BRANDS INC P 2018-03-19 2020-09-02
JP MORGAN CHASE & CO P 2018-03-21 2021-01-07
SQUARE INC - A P 2019-04-10 2021-02-08
APPLE COMPUTER INC COM P 2019-09-30 2021-03-08
YUM BRANDS INC P 2018-03-19 2021-04-26
ALPHABET INC/CA P 2019-09-30 2020-09-09
PFIZER INC COM P 2020-06-03 2021-02-09
SQUARE INC - A P 2019-04-10 2020-07-13
COSTCO WHSL CORP NEW P 2018-03-19 2020-09-17
JP MORGAN CHASE & CO P 2019-09-30 2021-01-07
PFIZER INC COM P 2019-09-30 2021-02-09
PROCTER & GAMBLE CO COM P 2019-04-30 2021-03-11
AMERICAN INTERNATIONAL GROUP P 2019-09-17 2021-04-29
TEXAS INSTRUMENTS INC P 2020-07-06 2020-09-09
DOLLAR GENERAL CORP P 2020-03-20 2021-03-01
PAYPAL HOLDINGS INC P 2019-05-09 2020-07-15
NIKE INC CL B P 2017-11-17 2020-09-17
TRUIST FINL CORP P 2019-11-06 2021-01-07
PFIZER INC COM P 2018-03-19 2021-02-09
PROCTER & GAMBLE CO COM P 2018-12-06 2021-03-11
SYNCHRONY FINANCIAL P 2018-03-19 2021-04-29
ELI LILLY & CO COM P 2020-06-23 2020-10-28
DOLLAR GENERAL CORP P 2020-03-30 2021-03-01
ADOBE SYS INC COM P 2018-03-19 2020-07-16
EXXON MOBIL CORP P 2019-09-30 2020-10-07
DISNEY (WALT) COMPANY HOLDING CO. P 2005-10-25 2021-01-15
APPLE COMPUTER INC COM P 2019-10-28 2021-02-11
AMERICAN TOWER CORP-CL A P 2018-04-11 2021-03-15
PROCTER & GAMBLE CO COM P 2018-12-06 2021-05-04
AMGEN INC P 2020-06-25 2020-11-11
PROCTER & GAMBLE CO COM P 2020-04-03 2021-03-11
SALESFORCE COM INC P 2018-03-19 2020-07-16
EXXON MOBIL CORP P 2019-05-09 2020-10-07
SQUARE INC - A P 2019-04-10 2021-01-21
SCHWAB CHARLES CORP NEW P 2018-03-19 2021-02-19
EQUINIX INC P 2020-02-12 2021-03-15
NIKE INC CL B P 2017-11-17 2021-05-07
DOLLAR GENERAL CORP P 2020-03-30 2020-11-11
AMERICAN TOWER CORP-CL A P 2020-04-03 2021-03-15
VERTEX PHARMACEUTICALS INC P 2019-06-05 2020-07-17
VERTEX PHARMACEUTICALS INC P 2019-06-05 2020-10-30
BRISTOL MYERS SQUIBB CO COM P 2018-03-19 2021-01-27
SCHWAB CHARLES CORP NEW P 2019-09-30 2021-02-19
EQUINIX INC P 2018-03-19 2021-03-15
THERMO ELECTRON CORP P 2019-03-21 2021-05-14
(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 607   696 -89
b 21   19 2
c 483   465 18
d 780   244 536
e 623   521 102
976   745 231
495   249 246
302   168 134
1,016   434 582
681   448 233
21   20 1
531   465 66
380   383 -3
241   46 195
1,218   559 659
247   115 132
1,209   634 575
889   388 501
308   274 34
43   39 4
531   453 78
278   168 110
241   196 45
252   111 141
490   230 260
1,190   964 226
720   325 395
127   125 2
543   252 291
900   642 258
197   109 88
723   612 111
722   413 309
766   322 444
641   536 105
747   441 306
253   231 22
697   716 -19
189   163 26
689   459 230
745   371 374
470   150 320
1,093   490 603
1,763   1,291 472
1,068   905 163
780   285 495
348   368 -20
189   130 59
208   107 101
43   38 5
1,238   649 589
617   536 81
274   183 91
12,894   10,523 2,371
984   540 444
257   229 28
1,064   1,013 51
168   75 93
10   8 2
299   192 107
617   371 246
354   356 -2
1,423   597 826
585   989 -404
128   115 13
532   490 42
375   425 -50
12   10 2
1,047   483 564
954   488 466
707   433 274
108   119 -11
206   174 32
541   324 217
818   765 53
187   224 -37
18,974   17,500 1,474
483   276 207
1,176   575 601
348   307 41
1,177   832 345
976   503 473
504   414 90
376   259 117
562   681 -119
546   461 85
516   150 366
118   55 63
464   333 131
1,542   1,216 326
348   342 6
376   224 152
338   185 153
410   355 55
348   342 6
254   212 42
488   568 -80
139   130 9
955   701 254
511   326 185
350   177 173
515   549 -34
696   694 2
254   184 70
440   354 86
662   803 -141
191   148 43
844   447 397
334   713 -379
684   93 591
939   435 504
216   141 75
675   460 215
241   234 7
127   115 12
550   375 175
334   765 -431
219   75 144
1,852   1,668 184
670   623 47
826   353 473
643   443 200
216   218 -2
293   174 119
208   172 36
622   666 -44
617   416 201
670   416 254
919   542 377
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       -89
b       2
c       18
d       536
e       102
      231
      246
      134
      582
      233
      1
      66
      -3
      195
      659
      132
      575
      501
      34
      4
      78
      110
      45
      141
      260
      226
      395
      2
      291
      258
      88
      111
      309
      444
      105
      306
      22
      -19
      26
      230
      374
      320
      603
      472
      163
      495
      -20
      59
      101
      5
      589
      81
      91
      2,371
      444
      28
      51
      93
      2
      107
      246
      -2
      826
      -404
      13
      42
      -50
      2
      564
      466
      274
      -11
      32
      217
      53
      -37
      1,474
      207
      601
      41
      345
      473
      90
      117
      -119
      85
      366
      63
      131
      326
      6
      152
      153
      55
      6
      42
      -80
      9
      254
      185
      173
      -34
      2
      70
      86
      -141
      43
      397
      -379
      591
      504
      75
      215
      7
      12
      175
      -431
      144
      184
      47
      473
      200
      -2
      119
      36
      -44
      201
      254
      377
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 29,008
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 3,331
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................................ 1 471
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 471
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 471
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,008
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,008
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,537
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,537 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJACK REHM Telephone no.bullet (515) 245-3737

    Located atbullet7116 SE GREENVIEW PLACEHOBE SOUNDFL ZIP+4bullet33455
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JACK REHM TRUSTEE
    000.00     		0 0 0
    7116 SE GREENVIEW PLACE
    HOBE SOUND,FL33455
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    710,801
    b
    Average of monthly cash balances.......................
    1b
    32,317
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    743,118
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    743,118
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    11,147
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    731,971
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    36,599
    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
    36,599
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    471
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    471
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    36,128
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    36,128
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    36,128
    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
    52,605
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    52,605
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,605
    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 36,128
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 44,882
    b From 2016...... 38,120
    c From 2017...... 66,885
    d From 2018...... 75,219
    e From 2019...... 41,054
    fTotal of lines 3a through e........ 266,160
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 52,605
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 36,128
    e Remaining amount distributed out of corpus 16,477
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 282,637
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		44,882
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		237,755
    10 Analysis of line 9:
    a Excess from 2016.... 38,120
    b Excess from 2017.... 66,885
    c Excess from 2018.... 75,219
    d Excess from 2019.... 41,054
    e Excess from 2020.... 16,477
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BOYS & GIRLS CLUB
    11500 SE LARES AVENUE
    HOBE SOUND,FL33475     		NONE CHARITY GENERAL SUPPORT 100
    CONNECTICUT COLLEGE
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320     		NONE CHARITY EDUCATIONAL SUPPORT 10,000
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE CHARITY EDUCATIONAL SUPPORT 500
    DES MOINES ART CENTER
    4700 GRAND AVE
    DES MOINES,IA50312     		NONE CHARITY GENERAL SUPPORT 250
    DIOCESE OF PALM BEACH
    9995 N MILITARY TRL
    PALM BEACH GARDENS,FL33410     		NONE CHARITY GENERAL SUPPORT 5,000
    FENWICK IMPROVEMENT FUND
    580 MAPLE AVENUE
    OLD SAYBROOK,CT06475     		NONE CHARITY GENERAL SUPPORT 3,500
    FLORIDA SHERIFF'S ASSOCIATION
    2617 MAHAN DRIVE
    TALLAHASSEE,FL32308     		NONE CHARITY GENERAL SUPPORT 25
    GREGORIAN UNIVERSITY FOUNDATION
    1055 THOMAS JEFFERSON ST
    NW STE 302
    WASHINGTON,DC20007     		NONE CHARITY GENERAL SUPPORT 500
    HOBE SOUND COMMUNITY CHEST
    11450 SE DIXIE HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 4,000
    HOLY CHILD SCHOOL
    136 OLD STONE BRIDGE ROAD
    COS COB,CT06807     		NONE CHARITY EDUCATIONAL SUPPORT 750
    HOLY CROSS COLLEGE
    ONE COLLEGE ST
    WORCESTER,MA01610     		NONE CHARITY EDUCATIONAL SUPPORT 16,500
    JESUS HOUSE OF HOPE
    2484 SE BONITA STREET
    STUART,FL34997     		NONE CHARITY GENERAL SUPPORT 400
    JUPITER MEDICAL CENTER FOUNDATION
    1210 S OLD DIXIE HIGHWAY
    BUILDING EAST 1002
    JUPITER,FL33458     		NONE CHARITY GENERAL SUPPORT 500
    LOBLOLLY FOUNDATION
    7407 SE HILL TERRACE
    HOBE SOUND,FL33455     		NONE CHARITY COMMUNITY SUPPORT 1,000
    MEALS ON WHEELS - MARTIN COUNTY
    900 SE SALERNO RD
    STUART,FL34997     		NONE CHARITY GENERAL SUPPORT 350
    MEMORIAL SLOAN KETTERING
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE CHARITY CANCER RESEARCH 250
    ORCHARD PLACE
    925 SW PORTER AVENUE
    DES MOINES,IA50315     		NONE CHARITY GENERAL SUPPORT 100
    POMFRET SCHOOL
    398 POMFRET STREET
    PO BOX 128
    POMFRET,CT06258     		NONE CHARITY EDUCATIONAL SUPPORT 2,500
    ST CHRISTOPHER'S CHURCH
    12001 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 1,300
    ST IGNATIUS SCHOOL
    48 EAST 84TH STREET
    NEW YORK,NY10028     		NONE CHARITY EDUCATIONAL SUPPORT 100
    TREASURE COAST FOOD BANK
    401 ANGLE RD
    FORT PIERCE,FL34947     		NONE CHARITY GENERAL SUPPORT 100
    UNITED WAY OF MARTIN COUNTY
    10 SE CENTRAL PKWY 101
    HOBE SOUND,FL34994     		NONE CHARITY COMMUNITY SUPPORT 1,000
    DUNBAR CENTER
    12100 SE LANTANA AVE
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 500
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		NONE CHARITY GENERAL SUPPORT 100
    MARTIN COUNTY FIREFIGHTERS
    800 SE MONTEREY RD
    STUART,FL34994     		NONE CHARITY GENERAL SUPPORT 25
    BOSTON FOOD BANK
    70 S BAY AVE
    BOSTON,MA02118     		NONE CHARITY GENERAL SUPPORT 1,000
    Total .................................bullet 3a 50,350
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3  
    4 Dividends and interest from securities....     14 11,099  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 29,008  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    41 2,008  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   42,118  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    42,118
    (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:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,510 2,255   2,255

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES BARCLAYS AGGREGATE BOND FUND 106,001 103,797
    BNY MELLON HIGH YIELD FUND 12,000 12,059
    BNY MELLON FLOATING RATE INCOME 12,243 11,645

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 819 1,507
    ABBVIE INC 1,479 2,253
    ADOBE SYSTMS INC. 1,675 3,514
    ADVANCED MICRO DEVICES INC. 631 2,818
    AIR PRODUCTS & CHEMICALS INC 2,760 3,452
    ALPHABET INC CL C 4,449 9,767
    AMAZON.COM INC. 6,191 13,761
    AMERICAN INTERNATIONAL GROUP 3,229 3,808
    AMERICAN TOWER CORPORATION 703 1,351
    AMERIPRISE FINANCIAL INC 2,011 2,240
    AMGEN INC    
    APPLE INC 2,422 10,546
    ATLASSIAN CORPORATION PLC 1,618 3,082
    AT&T INC    
    BANK OF AMERICA CORPORATION 2,223 2,886
    BIOMARIN PHARMACEUTICAL INC    
    BOSTON SCIENTIFIC CORPORATION 3,070 3,421
    BRISTOL-MYERS SQUIBB COMPANY 1,675 2,005
    CME GROUP INC 2,901 3,403
    C S X CORP 2,278 3,850
    CELANESE CORP 1,160 3,184
    CENTENE CORP DEL 2,516 2,917
    CHARTER COMMUNICATINS INC 536 721
    CHEVRON CORPORATION 3,642 3,352
    COCA-COLA CO 3,242 3,247
    COMCAST CORP CLASS A 2,538 3,136
    CONSTELLATION BRANDS INC-A    
    COSTCO WHOLESALE CORP 1,734 2,374
    CVS CORP 2,044 2,503
    CROWDSTRIKE HOLDINGS INC 1,480 2,764
    DANAHER CORP 2,869 3,220
    DEERE AND COMPANY 1,622 3,527
    DOLLAR GENERAL CORP    
    EATON CORP PLC 1,639 3,853
    EQUINIX INC 826 1,605
    EXELON CORP 1,586 1,772
    EXXON MOBIL CORP    
    F M C CORP 643 649
    FACEBOOK INC. 4,395 10,084
    GENERAL MOTORS 1,704 1,775
    HOME DEPOT INC 2,731 4,464
    HONEYWELL INTL INC. 2,912 4,387
    HORIZON THERAPEUTICS PUBLIC LTD 1,500 1,873
    ILLINOIS TOOL WORKS INC 3,013 4,024
    INTUIT 1,141 1,961
    JP MORGAN CHASE & CO 2,014 5,599
    K L A - TENCOR CORP 2,105 3,242
    ESTEE LAUDER COMPANIES CLASS A 2,155 2,227
    LILLY ELI & CO 1,249 1,836
    LIVE NATION INC 932 876
    LUMENTUM HOLDINGS INC 764 820
    MEDTRONIC, PLC 3,661 4,345
    MICRON TECHNOLOGY INC. 2,891 5,949
    MICROSOFT CORP 5,615 16,525
    MONDELEZ INTERNATIONAL 822 1,249
    NETFLIX COM INC 3,301 3,697
    NEXTERA ENERGY INC. 476 879
    NIKE INC 1,237 3,244
    NVIDIA CORP 1,456 4,801
    OTIS WORLDWIDE CORPORATION    
    PAYPAL HOLDINGS, INC. 2,566 5,830
    PFIZER INC.    
    PHILIP MORRIS INTERNATIONAL INC. 3,397 3,667
    PIONEER NATURAL RESOURCES COMPANY 3,144 3,250
    PROCTER & GAMBLE CO 1,005 1,484
    RAYTHEON TECHNOLOGIES CORP 3,134 3,412
    S & P GLOBAL INC. 2,423 4,105
    SALESFORCE.COM INC. 750 1,466
    SCHWAB CHARLES CORP NEW    
    SEMPRA ENERGY 2,024 1,722
    SIMON PROPERTY GROUP INC REIT 2,460 2,610
    SKYWORKS SOLUTIONS INC 1,326 1,918
    SQUARE INC. 752 2,682
    SYNCHRONY FINANCIAL 2,368 4,367
    T-MOBILE US, INC. 644 1,448
    TEXAS INSTRUMENTS INC 2,568 4,230
    THE TRADE DESK, INC 1,629 3,094
    THERMO FISHER SCIENTIFIC 1,039 2,018
    TRANE TECHNOLOGIES PUBLIC LTD CO 1,516 4,051
    TRUIST FINL CORP 2,167 2,830
    UNITEDHEALTH GROUP INC 3,565 6,007
    VALERO ENERGY CORP 3,019 2,889
    VERTEX PHARMACEUTICALS INC    
    VISA INC 4,188 7,248
    VOYA FINANCIAL INC 2,487 3,075
    WALT DISNEY CO 232 1,758
    YUM BRANDS    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES S&P MID-CAP 400 GROWTH AT COST 23,475 43,702
    ISHARES S&P MID-CAP 400 VALUE AT COST 25,734 40,029
    VANGUARD FTSE EMERGING MARKETS ETF AT COST 27,873 40,733
    ISHARES S&P SMALLCAP 600 AT COST 14,806 25,985
    ISHARES CORE MSCI EAFE ETF AT COST 38,455 43,045
    ISHARES FTSE DEVELOPED REIT AT COST 4,623 4,542
    BNY MELLON RESEARCH GROWTH FUND AT COST 16,777 22,871
    BNY MELLON SELECT MANAGERS SMALL CAP AT COST 13,069 15,987
    BNY MELLON SELECT GROWTH FUND AT COST 13,081 16,550
    BNY MELLON DIVERSIFIED INTERNATIONAL AT COST 28,972 35,164
    BNY MELLON REAL RETURN CLASS Y AT COST    
    BNY MELLON TOTAL RETURN CLASS Y AT COST    
    ISHARES S&P 500 INDEX FUND AT COST 51,923 73,086

    TY 2020 OtherExpensesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 75 75    


    TY 2020 OtherIncomeSchedule2
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2,008   2,008


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEES 3,881 3,881    


    TY 2020 TaxesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX APPLIED 2,008