TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
HAWAII HEPTACHLOR RESEARCH
& EDUCATION FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)CO RICK SCUDDER PO BOX 3735
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96812

A Employer identification number

99-0258945

B Telephone number (see instructions)

(808) 842-3429

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$856,009J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	2		2
4	Dividends and interest from securities...	15,879		15,879
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		29,463
b	Gross sales price for all assets on line 6a 317,326
7	Capital gain net income (from Part IV, line 2)...			29,463
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	45,344		45,344	0
13	Compensation of officers, directors, trustees, etc.	18,089		0	0	18,089
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		7,858	0	0	7,858
b	Accounting fees (attach schedule).......		8,220	822	0	7,398
c	Other professional fees (attach schedule)....		12,891	1,289	0	11,602
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		11,000	459	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		3,744	470	0	3,274
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	61,802		3,040	0	48,221
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	61,802		3,040	0	48,221
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-16,458
b	Net investment income (if negative, enter -0-)			42,304
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	47	47	47
	2	Savings and temporary cash investments.........	28,879	19,301	19,301
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	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).......	168,658	239,681	321,903
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	549,569	470,708	514,758
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	747,153	729,737	856,009
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	747,153	729,737
	29	Total net assets or fund balances (see instructions).....	747,153	729,737
	30	Total liabilities and net assets/fund balances (see instructions).	747,153	729,737

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

747,153

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

-16,458

Other increases not included in line 2 (itemize) bullet

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

730,695

Decreases not included in line 2 (itemize) bullet

958

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

729,737

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	4SHS ALLERGAN PLC SHS	P	2019-02-08	2020-01-24
b	4SHS AT&T INC	P	2020-01-24	2020-01-24
c	1SHS BROADCOM INC	P	2019-06-14	2020-01-24
d	1SHS CREE RESEARCH INC	P	2019-08-23	2020-01-24
e	2SHS CREE RESEARCH INC	P	2019-08-26	2020-01-24
	14SHS FIREEYE INC	P	2019-05-29	2020-01-24
	11SHS FIREEYE INC	P	2019-07-31	2020-01-24
	3SHS FIREEYE INC	P	2019-08-01	2020-01-24
	2SHS FIREEYE INC	P	2019-08-15	2020-01-24
	9SHS FIREEYE INC	P	2019-08-23	2020-01-24
	3SHS FIREEYE INC	P	2019-08-26	2020-01-24
	5SHS FIREEYE INC	P	2019-08-27	2020-01-24
	20SHS FLUOR CORP NEW	P	2019-02-08	2020-01-24
	6SHS IMMUNOGEN INC	P	2019-02-08	2020-01-24
	6SHS LIONS GATE ENTMNT CORP CLB	P	2019-02-08	2020-01-24
	9SHS NATIONAL OILWELL VARCO INC	P	2019-02-08	2020-01-24
	71.623SHS NEUBERGER BRMN SUSTAIN EQ INST	P	2019-02-08	2020-01-24
	3SHS NOW INC	P	2019-02-08	2020-01-24
	4.988SHS OCCIDENTAL PETROLEUM CORP DE	P	2019-08-19	2020-01-24
	4.012SHS OCCIDENTAL PETROLEUM CORP DE	P	2019-08-19	2020-01-24
	124.499SHS TOUCHSTONE GLOBAL ESG EQUITY Y	P	2019-02-08	2020-01-24
	2SHS WESTERN DIGITAL CORPORATION	P	2019-02-08	2020-01-24
	2SHS ALLERGAN PLC SHS	P	2016-05-23	2020-01-24
	5SHS ALLERGAN PLC SHS	P	2016-12-08	2020-01-24
	1SHS ALLERGAN PLC SHS	P	2017-12-29	2020-01-24
	2SHS ALLERGAN PLC SHS	P	2018-02-14	2020-01-24
	6SHS AMC NETWORKS INC CL A	P	2015-07-08	2020-01-24
	1SHS AMC NETWORKS INC CL A	P	2015-08-17	2020-01-24
	1SHS AMC NETWORKS INC CL A	P	2017-12-29	2020-01-24
	1SHS AMERISOURCEBERGEN CORP	P	2017-12-29	2020-01-24
	19SHS AT&T INC	P	2015-07-08	2020-01-24
	10SHS AT&T INC	P	2019-01-03	2020-01-24
	3SHS BIOGEN INC COM	P	2015-07-08	2020-01-24
	2SHS BIOGEN INC COM	P	2015-08-07	2020-01-24
	4SHS BIOGEN INC COM	P	2015-09-22	2020-01-24
	7SHS BROADCOM INC	P	2015-07-08	2020-01-24
	50.831SHS CALVERT EMERGIN MARKETS EQ I	P	2018-08-07	2020-01-24
	5.125 CERENCE INC	P	2015-07-08	2020-01-24
	2.5 CERENCE INC	P	2015-07-08	2020-01-24
	0.375 CERENCE INC	P	2018-08-08	2020-01-24
	10SHS CITRIX SYSTEMS INC	P	2015-07-08	2020-01-24
	40SHS COMCAST CORP (NEW) CLASS A	P	2015-07-08	2020-01-24
	25SHS COMCAST CORP (NEW) CLASS A	P	2015-07-08	2020-01-24
	14SHS CREE RESEARCH INC	P	2017-02-06	2020-01-24
	8SHS DISCOVERY INC SER A	P	2015-07-08	2020-01-24
	3SHS DISCOVERY INC SER A	P	2015-08-17	2020-01-24
	18SHS DISCOVERY INC SER A	P	2015-09-29	2020-01-24
	2SHS DISCOVERY INC SER A	P	2017-12-29	2020-01-24
	9SHS DOLBY CLA A COM STK	P	2015-07-08	2020-01-24
	2SHS DOLBY CLA A COM STK	P	2015-08-17	2020-01-24
	12SHS DOLBY CLA A COM STK	P	2016-01-22	2020-01-24
	29SHS FLUOR CORP NEW	P	2015-07-08	2020-01-24
	5SHS FLUOR CORP NEW	P	2015-08-17	2020-01-24
	2SHS GCI LIBERTY INC CL A	P	2015-07-08	2020-01-24
	1SHS GCI LIBERTY INC CL A	P	2018-08-08	2020-01-24
	17SHS IMMUNOGEN INC	P	2016-05-23	2020-01-24
	20SHS IONIS PHARMACEUTICALS INC	P	2001-11-06	2020-01-24
	2SHS IONIS PHARMACEUTICALS INC	P	2018-08-08	2020-01-24
	37SHS JOHNSON CTLS INTL PLC	P	2015-07-08	2020-01-24
	2SHS JOHNSON CTLS INTL PLC	P	2018-08-08	2020-01-24
	1SHS KELLOGS GO	P	2015-07-08	2020-01-24
	1SHS LIBERTY BROADBAND CORP S-A	P	2015-07-08	2020-01-24
	2SHS LIBERTY BROADBAND CORP S-C	P	2015-07-08	2020-01-24
	7SHS LIBERTY MEDIA C SER A SIRIUSXM	P	2015-07-08	2020-01-24
	12SHS LIBERTY MEDIA C SER C SIRIUSXM	P	2015-07-08	2020-01-24
	2SHS LIBERTY MEDIA CORP SER A	P	2015-07-08	2020-01-24
	1SHS LIBERTY MEDIA CORP SER A	P	2016-05-23	2020-01-24
	3SHS LIBERTY MEDIA CORP SER C	P	2015-07-08	2020-01-24
	12SHS LIONS GATE ENTMNT CORP CL B	P	2016-12-12	2020-01-24
	4SHS LIONS GATE ENTMNT CORP CL B	P	2017-12-29	2020-01-24
	8SHS LIONS GATE ENTMNT CORP CL B	P	2018-08-08	2020-01-24
	2SHS LOGMEIN INC COM	P	2015-07-08	2020-01-24
	1SHS LOGMEIN INC COM	P	2018-08-08	2020-01-24
	1SHS MARTIN MARIETTA MATERIALS	P	2015-07-08	2020-01-24
	6SHS MEDTRONIC PLC SHS	P	2015-07-08	2020-01-24
	19SHS NATIONAL OILWELL VARCO INC	P	2015-07-08	2020-01-24
	4SHS NATIONAL OILWELL VARCO INC	P	2015-08-17	2020-01-24
	921.141 NEUBERGER BRMN SUSTAIN EQ INST	P	2015-07-08	2020-01-24
	162.95 NEUBERGER BRMN SUSTAIN EQ INST	P	2018-08-07	2020-01-24
	22SHS NOW INC	P	2015-07-08	2020-01-24
	4SHS NOW INC	P	2015-08-17	2020-01-24
	5SHS NOW INC	P	2017-12-29	2020-01-24
	45SHS NUANCE COMMUNICATIONS INC	P	2015-07-08	2020-01-24
	20SHS NUANCE COMMUNICATIONS INC	P	2015-07-08	2020-01-24
	3SHS NUANCE COMMUNICATIONS INC	P	2018-08-08	2020-01-24
	28SHS NUCOR CORPORATION	P	2015-07-08	2020-01-24
	12SHS OCCIDENTAL PETROLEUM CORP DE	P	2015-04-04	2020-01-24
	14SHS PENTAIR PLC	P	2015-07-08	2020-01-24
	2SHS PFIZER INC	P	2018-12-26	2020-01-24
	1SHS PROGRESSIVE CORP OHIO	P	2015-07-08	2020-01-24
	43SHS QURATE RETAIL INC SER A	P	2015-07-08	2020-01-24
	4SHS QURATE RETAIL INC SER A	P	2015-08-08	2020-01-24
	11SHS SEAGATE TECHNOLOGY PLC	P	2015-10-20	2020-01-24
	24SHS SEAGATE TECHNOLOGY PLC	P	2016-05-23	2020-01-24
	6SHS TE CONNECTIVITY LTD NEW	P	2015-07-08	2020-01-24
	2SHS TE CONNECTIVITY LTD NEW	P	2015-07-08	2020-01-24
	1SHS TE CONNECTIVITY LTD NEW	P	2015-07-08	2020-01-24
	6SHS TE CONNECTIVITY LTD NEW	P	2018-12-26	2020-01-24
	3SHS TE CONNECTIVITY LTD NEW	P	2018-12-26	2020-01-24
	2217.353SHS TOUCHSTONE GLOBAL ESG EQUITY Y	P	2016-06-29	2020-01-24
	10SHS TWITTER INC	P	2016-01-13	2020-01-24
	16SHS TWITTER INC	P	2016-01-14	2020-01-24
	4SHS TWITTER INC	P	2016-01-15	2020-01-24
	24SHS TWITTER INC	P	2016-05-23	2020-01-24
	3.69.532SHS UBS INTERNATIONAL SUST EQ P	P	2018-08-07	2020-01-24
	2SHS UNITEDHEALTH GP INC	P	2015-07-08	2020-01-24
	1SHS VERTEX PHARMACEUTICALS	P	2015-07-08	2020-01-24
	3SHS VERTEX PHARMACEUTICALS	P	2016-11-02	2020-01-24
	3SHS VERTEX PHARMACEUTICALS	P	2016-11-03	2020-01-24
	7SHS WESTERN DIGITAL CORPORATION	P	2015-12-03	2020-01-24
	5SHS WESTERN DIGITAL CORPORATION	P	2015-12-11	2020-01-24
	7SHS WESTERN DIGITAL CORPORATION	P	2016-05-13	2020-01-24
	1SHS ALIBABA GROUP HLDG LT	P	2020-01-24	2020-02-21
	2SHS GIVAUDAN SA ADR	P	2020-01-24	2020-02-05
	3SHS L OREAL CO ADR	P	2020-01-24	2020-02-03
	1SHS MICROSOFT CORP	P	2020-01-24	2020-02-05
	1SHS MICROSOFT CORP	P	2020-01-24	2020-02-12
	1SHS MICROSOFT CORP	P	2020-01-24	2020-02-12
	4SHS ORACLE CORP	P	2020-01-24	2020-02-14
	6SHS UMICORE SA ADR	P	2020-01-24	2020-02-10
	8SHS ORACLE CORP	P	2017-10-27	2020-02-14
	1SHS ORACLE CORP	P	2018-08-07	2020-02-14
	4SHS ETSY INC COM	P	2020-01-24	2020-03-27
	8SHS ETSY INC COM	P	2020-01-24	2020-03-30
	5SHS FOX CORP CL B	P	2019-03-19	2020-03-04
	2.333SHS FOX CORP CL B	P	2019-03-19	2020-03-13
	0.667SHS FOX CORP CL B	P	2019-03-19	2020-03-13
	2SHS FOX CORP CL B	P	2019-03-19	2020-03-17
	12SHS FOX CORP CL B	P	2019-06-19	2020-03-17
	1SHS FOX CORP CL B	P	2020-01-24	2020-03-17
	1SHS HDFC BANK LTD ADR	P	2020-01-24	2020-03-09
	3SHS HDFC BANK LTD ADR	P	2020-01-24	2020-03-12
	2SHS HDFC BANK LTD ADR	P	2020-01-24	2020-03-20
	4SHS HDFC BANK LTD ADR	P	2020-01-24	2020-03-23
	4SHS KBC GROUP NV UNSPONS ADR	P	2020-01-24	2020-03-09
	5SHS KBC GROUP NV UNSPONS ADR	P	2020-01-24	2020-03-20
	10SHS MARRIOTT INTL INC NEW CL A	P	2020-01-24	2020-03-18
	10SHS SALESFORCE.COM.INC.	P	2020-01-24	2020-03-13
	21SHS UNILEVER NV NY SH NEW	P	2020-01-24	2020-03-13
	3SHS UNILEVER NV NY SH NEW	P	2020-01-24	2020-03-13
	1SHS AUTODESK INC DELAWARE	P	2020-01-24	2020-04-20
	4SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-04-03
	4SHS GIVAUDAN SA ADR	P	2020-01-24	2020-04-29
	1SHS GIVAUDAN SA ADR	P	2020-01-24	2020-04-30
	1SHS HEXAGON AB ADR	P	2020-01-24	2020-04-03
	2SHS MICROSOFT CORP	P	2020-01-24	2020-04-17
	801.494SHS TIAA CREF CORE IMPACT BD ADV	P	2020-01-24	2020-04-09
	3SHS TJX COS INC NEW	P	2020-01-24	2020-04-09
	3SHS US BANCORP COM NEW	P	2020-01-24	2020-04-02
	1SHS UNITED PARCEL SER INC CL-B	P	2019-07-25	2020-04-29
	2SHS MARTIN MARIETTA MARTERIALS	P	2015-07-08	2020-04-21
	799.08SHS TIAA CREF CORE IMPACT BD ADV	P	2019-06-29	2020-07-09
	2SHS ASPEN TECHNOLOGY INC	P	2020-01-24	2020-05-04
	2SHS AUTODESK INC DELAWARE	P	2020-03-13	2020-05-04
	9SHS CREDIT AGRICOLE SA UNSP ADR	P	2020-01-24	2020-05-15
	69SHS CREDIT AGRICOLE SA UNSP ADR	P	2020-01-24	2020-05-20
	4SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-05-07
	9SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-05-08
	5SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-05-15
	8SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-05-22
	4SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-05-28
	8SHS EPIROC AKTIEBOLAG ADR	P	2020-01-24	2020-05-29
	1SHS ICON PLC	P	2020-01-24	2020-05-28
	1SHS MARSH & MCLENNAN COS INC	P	2020-04-13	2020-05-27
	1SHS MICROSOFT CORP	P	2020-01-24	2020-05-13
	3SHS MICROSOFT CORP	P	2020-01-24	2020-05-27
	732.995SHS CRA QUALIFIED INVESTMENT INSTL	P	2015-07-08	2020-05-18
	1SHS MARSH & MCLENNAN COS INC	P	2015-07-08	2020-05-27
	8SHS US BANCORP COM NEW	P	2015-07-08	2020-05-13
	1SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-06-05
	1SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-06-17
	1SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-06-18
	1SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-06-22
	1SHS DANAHER CORPORATION	P	2020-01-24	2020-06-02
	1SHS DANAHER CORPORATION	P	2020-01-24	2020-06-02
	1SHS ICON PLC	P	2020-01-24	2020-06-19
	1SHS MOTOROLA SOLUTIONS INC	P	2020-01-24	2020-06-12
	1SHS NORDSON CP	P	2020-01-24	2020-06-26
	2SHS ROGERS COMM INC CL B	P	2020-01-24	2020-06-29
	1SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-07-02
	2SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-07-06
	2SHS AMDOCS LIMITED ORD	P	2020-01-24	2020-07-07
	9SHS ASPEN TECHNOLOGY INC	P	2020-01-24	2020-07-10
	1SHS BIO RAD LAB A	P	2020-01-24	2020-07-08
	1SHS ILLUMINA INC	P	2020-01-24	2020-07-08
	2SHS MERCK & CO INC NEW COM	P	2020-01-24	2020-07-06
	1SHS MICROSOFT CORP	P	2020-01-24	2020-07-16
	2SHS MONOLITHIC PWR SYSTEMS INC	P	2020-01-24	2020-07-08
	2SHS NOVARTIC AG ADR	P	2020-01-24	2020-07-06
	4SHS ROGERS COMM INC CL B	P	2020-01-24	2020-07-02
	5SHS ROGERS COMM INC CL B	P	2020-01-24	2020-07-08
	2SHS ROGERS COMM INC CL B	P	2020-01-24	2020-07-09
	1SHS ROGERS COMM INC CL B	P	2020-04-13	2020-07-09
	3SHS SAP AG	P	2020-01-24	2020-07-09
	1SHS SAP AG	P	2020-01-24	2020-07-09
	7SHS T-MOBILE US INC RTS	P	2020-06-24	2020-07-16
	4SHS T-MOBILE US INC RTS	P	2020-06-24	2020-07-16
	1SHS TYLER TECHNOLOGIES INC	P	2020-01-24	2020-07-29
	1SHS APPLE INC	P	2019-07-11	2020-07-16
	113.947SHS CALVERT EMERGING MARKETS EQ I	P	2018-08-07	2020-07-08
	95.956SHS CRA QUALIFIED INVESTMENT INSTL	P	2015-07-08	2020-07-08
	1SHS MERCK & CO INC NEW COM	P	2015-07-08	2020-07-06
	1SHS UNITEDHEALTH GP INC	P	2015-07-08	2020-07-30
	1SHS ECOLAB INC	P	2020-01-24	2020-08-26
	11SHS MARVEL TECH GROUP LTD	P	2020-01-24	2020-08-07
	3SHS MICROSOFT CORP	P	2020-01-24	2020-08-10
	1SHSNORDSON CP	P	2020-01-24	2020-08-14
	7SHS T-MOBILE US INC RTS	P	2020-06-24	2020-07-16
	4SHS T-MOBILE US INC RTS	P	2020-06-24	2020-07-16
	1SHS WEST PHARMACEUTICAL SVCS INC	P	2020-01-24	2020-08-03
	7SHS EDP ENERGIAS DE PORTGUAL SA	P	2020-04-09	2020-08-20
	3SHS EDP ENERGIAS DE PORTGUAL SA	P	2020-05-15	2020-08-20
	2SHS EDP ENERGIAS DE PORTGUAL SA	P	2020-06-17	2020-08-20
	2SHS EDP ENERGIAS DE PORTGUAL SA	P	2020-06-29	2020-08-20
	2SHS APPLE INC	P	2019-07-11	2020-08-10
	1SHS APPLE INC	P	2019-07-11	2020-08-26
	1SHS AIR PROD & CHEM INC	P	2020-01-24	2020-09-03
	6SHS EDWARD LIFESCIENCES CORP	P	2020-01-24	2020-09-23
	1SHS ICON PLC	P	2020-01-24	2020-09-25
	4SHS ILLUMINA INC	P	2020-01-24	2020-09-17
	2SHS MICROSOFT CORP	P	2020-01-24	2020-09-03
	3SHS NOVARTIS AG ADR	P	2020-01-24	2020-09-18
	5SHS ROCHE HOLDINGS ADR	P	2020-01-24	2020-09-18
	1SHS ROCHE HOLDINGS ADR	P	2020-02-11	2020-09-18
	1SHS SAP AG	P	2020-01-24	2020-09-08
	5SHS TJX COS INC NEW	P	2020-01-24	2020-09-22
	3SHS APPLE INC	P	2019-07-11	2020-09-03
	2SHS DANAHER CORPORATION	P	2020-01-24	2020-10-01
	229.365SHS DOMINI IMPACT INTL EQ Y	P	2020-01-24	2020-10-06
	1SHS ECOLAB INC	P	2020-01-24	2020-10-23
	11SHS ERSTE GROUP BANK AG SPONS ADR	P	2020-01-24	2020-10-05
	3SHS ERSTE GROUP BANK AG SPONS ADR	P	2020-01-24	2020-10-12
	3SHS ERSTE GROUP BANK AG SPONS ADR	P	2020-01-24	2020-10-13
	1SHS ERSTE GROUP BANK AG SPONS ADR	P	2020-01-24	2020-10-27
	6SHS MARVELL TECH GROUP LTD	P	2020-01-24	2020-10-28
	1SHS MONOLITHIC PWR SYSTEMS INC	P	2020-01-24	2020-10-28
	1SHS NORDSON CP	P	2020-01-24	2020-10-23
	5SHS RENTOKIL GROUP PLC SP ADR	P	2020-01-24	2020-10-02
	1SHS RENTOKIL GROUP PLC SP ADR	P	2020-01-24	2020-10-02
	3SHS ROCHE HOLDINGS ADR	P	2020-01-24	2020-10-02
	1SHS SAP AG	P	2020-01-24	2020-10-02
	13SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-10-06
	7SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-10-09
	6SHS TJX COS INC NEW	P	2020-01-24	2020-10-09
	14SHS TJX COS INC NEW	P	2020-01-24	2020-10-28
	0.6SHS VONTIER CORPORATION	P	2020-01-24	2020-10-09
	11SHS CSB HEALTH CORP COM	P	2015-07-08	2020-10-01
	3SHS CSB HEALTH CORP COM	P	2015-12-16	2020-10-01
	10SHS ADYEN N V UNSPONSRED ADR	P	2020-01-24	2020-11-12
	1SHS ALIBABA GROUP HLDG LTD	P	2020-01-24	2020-11-12
	1SHS BIO RAD LAB A	P	2020-01-24	2020-11-20
	3SHS DANAHER CORPORATION	P	2020-01-24	2020-11-20
	6SHS ERSTE GROUP BANK AG SPONS ADR	P	2020-01-24	2020-11-05
	6SHS ERSTE GROUP BANK AG SPONS ADR	P	2020-01-24	2020-11-06
	2SHS ISHARES TRUST ISHARES ESG AW	P	2020-01-24	2020-11-19
	2SHS MICROSOFT CORP	P	2020-01-24	2020-11-10
	11SHS NIDEC CORP	P	2020-01-24	2020-11-09
	2SHS NIDEC CORP	P	2020-01-24	2020-11-09
	1SHS NORDSON CP	P	2020-01-24	2020-11-25
	83.976SHS PARNASSUA MID-CAP FD	P	2020-01-24	2020-11-19
	2SHS SAP AG	P	2020-01-24	2020-11-06
	2SHS SAP AG	P	2020-01-24	2020-11-12
	3SHS SAP AG	P	2020-01-24	2020-11-17
	6SHS SHISEIDO LTD SPON ADR	P	2020-01-24	2020-11-13
	2SHS SHISEIDO LTD SPON ADR	P	2020-01-24	2020-11-18
	5SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-11-06
	5SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-11-13
	5SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-11-18
	3SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-11-24
	2SHS TECHNOPRO HLDGS INC ADR	P	2020-01-24	2020-11-24
	1SHS THERMO FISHER SCIENTIFIC	P	2020-01-24	2020-11-20
	1SHS TYLER TECHNOLOGIES INC	P	2020-01-24	2020-11-05
	7.8SHS VONTIER CORPORATION	P	2020-01-24	2020-11-05
	1.2SHS VONTIER CORPORATION	P	2020-01-24	2020-11-05
	189.971SHS CALVERT EMERGING MARKETS EQ I	P	2018-08-07	2020-11-19
	12SHS KELLOGG CO	P	2015-07-08	2020-11-16
	17SHS PFIZER INC	P	2018-08-09	2020-11-16
	3SHS PFIZER INC	P	2018-12-26	2020-11-16
	1SHS ALIBABA GROUP HLDG LTD	P	2019-12-27	2020-12-22
	1SHS ALIBABA GROUP HLDG LTD	P	2020-01-24	2020-12-22
	2SHS ALIBABA GROUP HLDG LTD	P	2020-01-24	2020-12-28
	4SHS AMERICAN TOWER REIT COM	P	2020-01-24	2020-12-09
	1SHS ETSY IN COM	P	2020-09-22	2020-12-17
	1SHS INTUIT INC	P	2020-01-24	2020-12-10
	2SHS MONOTARO CO LTD ADR	P	2020-01-24	2020-12-03
	1SHS MONOTARO CO LTD ADR	P	2020-04-13	2020-12-03
	7SHS NIDEC CORP	P	2020-01-24	2020-12-02
	4SHS ROCHE HOLDINGS ADR	P	2020-01-24	2020-12-01
	1SHS SHISEIDO LTD SON ADR	P	2020-01-24	2020-12-23
	4SHS SOCIEDAD QUIMICA Y MINERA ADS	P	2020-01-24	2020-12-02
	1SHS SOCIEDAD QUIMICA Y MINERA ADS	P	2020-01-24	2020-12-29
	1SHS SOCIEDAD QUIMICA Y MINERA ADS	P	2020-01-24	2020-12-30
	4SHS STONECO LTD CL A	P	2020-01-24	2020-12-22
	1SHS TYLER TECHONOLOGIES INC	P	2020-01-24	2020-12-18
	1SHS AUTODESK INC DELAWARE	P	2015-07-05	2020-12-10
	2SHS APPLE INC	P	2019-09-04	2020-01-10
	33SHS FRESENUS MEDICAL CARE AC&CO	P	2019-05-21	2020-01-10
	1SHS FRESENUS MEDICAL CARE AC&CO	P	2019-08-21	2020-01-10
	27SHS FRESENUS MEDICAL CARE AC&CO	P	2019-09-04	2020-01-10
	10SHS FRESENUS MEDICAL CARE AC&CO	P	2019-11-11	2020-01-10
	1SHS PALO TLTO NETWORKS INC	P	2019-11-11	2020-01-10
	13SHS THERMO FISHER SCICENTIFIC	P	2019-11-11	2020-01-10
	17SHS ABB LTD	P	2018-10-19	2020-01-10
	2SHS TESLA INC	P	2018-10-19	2020-01-10
	15SHS HANNON ARMSTRONG SUS INFRA CAP	P	2019-09-04	2020-02-05
	4SHS TESLA INC	P	2019-09-04	2020-02-05
	35SHS ABB LTD	P	2018-10-19	2020-02-05
	2SHS TESLA INC	P	2018-10-19	2020-02-05
	15SHS ABB LTD	P	2019-05-21	2020-03-05
	114SHS ABB LTD	P	2019-09-04	2020-03-05
	1SHS ALPHABET INC CL A	P	2019-09-13	2020-03-05
	13SHS EXELON CORP	P	2019-09-04	2020-03-05
	10SHS HANNON ARMSTRONG SUS INFRA CAP	P	2019-09-04	2020-03-05
	7SHS ISHARES INC ISHARES ESG MSC	P	2020-01-10	2020-03-05
	2SHS ISHARES INC ISHARES ESG MSC	P	2020-02-05	2020-03-05
	29SHS METLIFE INCORPORATED	P	2019-09-04	2020-03-05
	1SHS METLIFE INCORPORATED	P	2019-09-13	2020-03-05
	4SHS PAYPAL HLDGS INC COM	P	2019-09-04	2020-03-05
	4SHS PAYPAL HLDGS INC COM	P	2020-01-10	2020-03-05
	3SHS TRANSUNION	P	2019-09-04	2020-03-05
	37SHS PATTERN ENERGY GROUP INC CL A	P	2019-09-04	2020-03-17
	8SHS PATTERN ENERGY GROUP INC CL A	P	2020-01-10	2020-03-17
	14SHS PATTERN ENERGY GROUP INC CL A	P	2020-03-05	2020-03-17
	71SHS ABB LTD	P	2018-10-19	2020-03-05
	38SHS METLIFE INCORPORATED	P	2018-10-19	2020-03-05
	2SHS ABB LABORATORIES	P	2019-09-04	2020-04-07
	4SHS ABB LABORATORIES	P	2020-01-10	2020-04-07
	5SHS AKAMAI TECHONOLOGIES INC	P	2020-03-05	2020-04-07
	1SHS APPLE INC	P	2020-02-05	2020-04-07
	1SHS DEERE & CO	P	2020-02-05	2020-04-07
	4SHS JOHNSON & JOHNSON	P	2020-01-10	2020-04-07
	5SHS MERCK & CO INC NEW COM	P	2020-01-10	2020-04-07
	6SHS FORTINET INC	P	2018-10-19	2020-04-07
	60SHS PATTERN ENERGY GROUP INC CL A	P	2018-10-19	2020-03-17
	1SHS BANCOLOMBIA S.A.	P	2019-08-21	2020-08-17
	20SHS BANCOLOMBIA S.A.	P	2019-09-04	2020-08-17
	4SHS BANCOLOMBIA S.A.	P	2019-11-11	2020-08-17
	22SHS BANCOLOMBIA S.A.	P	2020-03-05	2020-08-17
	27SHS BANCOLOMBIA S.A.	P	2020-04-07	2020-08-17
	19SHS EXELON CORP	P	2019-09-04	2020-08-17
	36SHS HEALTHPEAK PPTYS INC	P	2019-09-04	2020-08-17
	142SHS LAUREATE EDUCATION INC CL A	P	2020-02-05	2020-08-17
	61SHS LAUREATE EDUCATION INC CL A	P	2020-04-07	2020-08-17
	1SHS MERCK & CO INC NEW COM	P	2020-01-10	2020-08-17
	24SHS PRUDENTIAL PLC ADR	P	2019-09-04	2020-08-17
	13SHS ROCKWELL AUTOMATION INC	P	2020-01-10	2020-08-17
	0.08SHS TELEFONICA SA ADR	P	2020-06-19	2020-08-17
	14 SHS WELLTOWER INC	P	2019-09-04	2020-08-17
	1SHS WELLTOWER INC	P	2019-09-12	2020-08-17
	12SHS WELLTOWER INC	P	2020-04-07	2020-08-17
	4SHS ACUSHNET HOLDINGS CORP	P	2019-05-21	2020-08-17
	5SHS APPLE INC	P	2019-05-21	2020-08-17
	24SHS BANCOLOMBIA S.A.	P	2019-05-21	2020-08-17
	35SHS EXELON CORP	P	2018-10-19	2020-08-17
	3SHS EXELON CORP	P	2019-07-24	2020-08-17
	34SHS HANNON ARMSTRONG SUS INFRA CAP	P	2018-10-19	2020-08-17
	44SHS HEALTHPEAK PPTYS INC	P	2018-10-19	2020-08-17
	3SHS PALO ALTO NETWORKS INC	P	2019-07-24	2020-08-17
	8SHS PAYPAL HLDGS INC COM	P	2018-10-19	2020-08-17
	31SHS PRUDENTIAL PLC ADR	P	2018-10-19	2020-08-17
	20SHS PRUDENTIAL PLC ADR	P	2018-10-19	2020-08-17
	1SHS UNITEDHEALTH GP INC	P	2019-05-21	2020-08-17
	18SHS WELLTOWER INC	P	2018-10-19	2020-08-17
	23SHS AKAMAI TECHNOLOGIES INC	P	2020-03-05	2020-12-11
	7SHS ISHARES INC. ISHARES ESG AWAR	P	2019-12-12	2020-12-11
	46SHS NOVO NORDISK A/S ADR	P	2020-04-07	2020-12-11
	5SHS NOVO NORDISK A/S ADR	P	2020-08-17	2020-12-11
	1SHS BUNGE LTD	P	2019-06-25	2020-12-11
	5SHS BUNGE LTD	P	2019-09-04	2020-12-11
	4SHS DEERE & CO	P	2019-09-04	2020-12-11
	16SHS HANNON ARMSTRONG SUS INFRA CAP	P	2019-09-04	2020-12-11
	5SHS ISHARES INC ISHARES ESG AWAR	P	2019-07-24	2020-12-11
	10SHS LINCOLIN NTL CORP IND	P	2018-10-19	2020-12-11
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	760	525	235
b	148	154	-6
c	331	264	67
d	54	47	7
e	108	91	17
	232	206	26
	182	163	19
	50	43	7
	34	27	7
	148	121	27
	50	40	10
	82	67	15
	396	680	-284
	29	34	-5
	58	92	-34
	200	253	-53
	2,717	2,519	198
	31	39	-8
	212	231	-19
	170	186	-16
	2,812	2,551	261
	143	92	51
	380	453	-73
	950	946	4
	190	164	26
	380	330	50
	225	491	-266
	37	76	-39
	37	54	-17
	92	93	-1
	707	618	89
	372	296	76
	852	1,103	-251
	568	580	-12
	1,136	1,087	49
	2,313	831	1,482
	910	816	94
	116	89	27
	57	44	13
	8	6	2
	1,285	540	745
	1,796	1,233	563
	1,122	771	351
	754	392	362
	242	263	-21
	91	88	3
	544	481	63
	60	45	15
	625	337	288
	139	69	70
	833	370	463
	574	1,466	-892
	99	240	-141
	146	70	76
	73	48	25
	81	97	-16
	1,209	1,092	117
	121	91	30
	1,535	1,464	71
	83	75	8
	71	64	7
	130	51	79
	263	102	161
	346	191	155
	600	332	268
	90	41	49
	45	19	26
	143	62	81
	117	313	-196
	39	127	-88
	78	176	-98
	173	162	11
	86	83	3
	276	145	131
	725	434	291
	423	843	-420
	89	158	-69
	34,948	31,669	3,279
	6,182	6,683	-501
	228	407	-179
	41	69	-28
	52	56	-4
	890	643	247
	395	286	109
	59	40	19
	1,431	1,202	229
	510	817	-307
	652	605	47
	82	82	0
	77	29	48
	372	1,167	-795
	35	94	-59
	699	424	275
	1,526	503	1,023
	602	371	231
	201	124	77
	100	62	38
	602	425	177
	301	212	89
	50,090	42,618	7,472
	339	188	151
	543	298	245
	136	72	64
	814	349	465
	33,787	33,027	760
	597	238	359
	233	122	111
	700	234	466
	700	233	467
	501	441	60
	358	309	49
	501	257	244
	213	213	0
	133	128	5
	169	180	-11
	179	168	11
	183	168	15
	183	168	15
	222	220	2
	71	71	0
	444	406	38
	55	49	6
	155	203	-48
	307	406	-99
	152	201	-49
	58	94	-36
	17	27	-10
	47	80	-33
	282	427	-145
	23	37	-14
	49	60	-11
	134	179	-45
	73	119	-46
	122	239	-117
	125	152	-27
	125	191	-66
	499	1,446	-947
	1,405	1,850	-445
	984	1,201	-217
	141	173	-32
	178	200	-22
	36	51	-15
	266	255	11
	67	64	3
	39	59	-20
	354	335	19
	8,440	8,576	-136
	149	187	-38
	97	165	-68
	96	117	-21
	361	291	70
	8,414	8,398	16
	197	284	-87
	354	296	58
	33	63	-30
	263	483	-220
	40	51	-11
	93	116	-23
	50	64	-14
	82	103	-21
	44	51	-7
	88	103	-15
	166	176	-10
	106	95	11
	180	168	12
	538	503	35
	7,938	7,894	44
	106	56	50
	238	342	-104
	64	75	-11
	63	75	-12
	62	75	-13
	61	75	-14
	166	163	3
	166	163	3
	161	176	-15
	140	178	-38
	183	173	10
	80	101	-21
	60	75	-15
	119	150	-31
	118	150	-32
	900	1,278	-378
	467	398	69
	370	328	42
	159	178	-19
	204	168	36
	495	367	128
	177	190	-13
	163	202	-39
	197	253	-56
	77	101	-24
	39	44	-5
	458	420	38
	153	140	13
	1	2	-1
		1	-1
	348	314	34
	385	203	182
	2,017	1,830	187
	1,044	1,033	11
	80	57	23
	305	119	186
	196	198	-2
	391	311	80
	623	502	121
	206	172	34
	1	2	-1
		1	-1
	277	156	121
	8		8
	3		3
	2		2
	2		2
	900	407	493
	504	203	301
	296	238	58
	466	465	1
	180	176	4
	1,195	1,311	-116
	436	335	101
	273	285	-12
	235	211	24
	47	44	3
	157	140	17
	269	312	-43
	367	153	214
	430	326	104
	1,723	1,846	-123
	205	199	6
	116	207	-91
	31	56	-25
	31	56	-25
	11	19	-8
	238	170	68
	306	183	123
	208	173	35
	175	159	16
	35	32	3
	129	127	2
	155	140	15
	162	183	-21
	94	99	-5
	349	374	-25
	726	873	-147
	16	17	-1
	635	1,149	-514
	173	287	-114
	388	184	204
	266	218	48
	570	374	196
	677	489	188
	64	113	-49
	64	113	-49
	140	139	1
	422	335	87
	303	192	111
	55	35	20
	202	173	29
	3,228	3,035	193
	231	280	-49
	236	280	-44
	351	420	-69
	407	409	-2
	139	136	3
	68	70	-2
	68	70	-2
	73	70	3
	49	42	7
	32	17	15
	452	337	115
	414	314	100
	229	223	6
	35	24	11
	3,951	3,051	900
	787	768	19
	631	697	-66
	111	123	-12
	256	219	37
	256	218	38
	445	437	8
	874	955	-81
	184	118	66
	360	291	69
	117	50	67
	59	28	31
	220	122	98
	166	169	-3
	68	68	0
	185	120	65
	48	30	18
	49	30	19
	341	181	160
	447	314	133
	278	52	226
	620	418	202
	1,215	1,277	-62
	37	33	4
	994	911	83
	368	370	-2
	239	236	3
	4,283	3,819	464
	408	358	50
	953	528	425
	531	412	119
	2,883	902	1,981
	879	738	141
	1,442	528	914
	323	283	40
	2,458	2,149	309
	1,345	1,237	108
	597	624	-27
	371	275	96
	234	234	0
	67	71	-4
	1,201	1,283	-82
	41	48	-7
	455	435	20
	455	453	2
	285	251	34
	990	965	25
	214	214	0
	375	383	-8
	1,531	1,496	35
	1,574	1,659	-85
	167	168	-1
	334	344	-10
	484	467	17
	262	320	-58
	146	168	-22
	562	582	-20
	400	449	-49
	649	499	150
	1,605	1,015	590
	26	51	-25
	511	1,003	-492
	102	213	-111
	562	997	-435
	690	734	-44
	710	912	-202
	989	1,282	-293
	1,825	2,876	-1,051
	784	642	142
	85	90	-5
	783	703	80
	3,035	2,677	358
			0
	781	1,289	-508
	56	90	-34
	670	556	114
	141	99	42
	2,300	938	1,362
	614	1,108	-494
	1,308	1,530	-222
	112	136	-24
	1,350	628	722
	1,209	1,108	101
	786	671	115
	1,576	675	901
	1,011	1,049	-38
	652	696	-44
	321	250	71
	1,005	1,144	-139
	2,373	2,150	223
	288	269	19
	3,186	2,712	474
	346	335	11
	66	56	10
	330	270	60
	1,010	606	404
	896	423	473
	205	171	34
	513	642	-129
	2,452		2,452

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			235
b			-6
c			67
d			7
e			17
			26
			19
			7
			7
			27
			10
			15
			-284
			-5
			-34
			-53
			198
			-8
			-19
			-16
			261
			51
			-73
			4
			26
			50
			-266
			-39
			-17
			-1
			89
			76
			-251
			-12
			49
			1,482
			94
			27
			13
			2
			745
			563
			351
			362
			-21
			3
			63
			15
			288
			70
			463
			-892
			-141
			76
			25
			-16
			117
			30
			71
			8
			7
			79
			161
			155
			268
			49
			26
			81
			-196
			-88
			-98
			11
			3
			131
			291
			-420
			-69
			3,279
			-501
			-179
			-28
			-4
			247
			109
			19
			229
			-307
			47
			0
			48
			-795
			-59
			275
			1,023
			231
			77
			38
			177
			89
			7,472
			151
			245
			64
			465
			760
			359
			111
			466
			467
			60
			49
			244
			0
			5
			-11
			11
			15
			15
			2
			0
			38
			6
			-48
			-99
			-49
			-36
			-10
			-33
			-145
			-14
			-11
			-45
			-46
			-117
			-27
			-66
			-947
			-445
			-217
			-32
			-22
			-15
			11
			3
			-20
			19
			-136
			-38
			-68
			-21
			70
			16
			-87
			58
			-30
			-220
			-11
			-23
			-14
			-21
			-7
			-15
			-10
			11
			12
			35
			44
			50
			-104
			-11
			-12
			-13
			-14
			3
			3
			-15
			-38
			10
			-21
			-15
			-31
			-32
			-378
			69
			42
			-19
			36
			128
			-13
			-39
			-56
			-24
			-5
			38
			13
			-1
			-1
			34
			182
			187
			11
			23
			186
			-2
			80
			121
			34
			-1
			-1
			121
			8
			3
			2
			2
			493
			301
			58
			1
			4
			-116
			101
			-12
			24
			3
			17
			-43
			214
			104
			-123
			6
			-91
			-25
			-25
			-8
			68
			123
			35
			16
			3
			2
			15
			-21
			-5
			-25
			-147
			-1
			-514
			-114
			204
			48
			196
			188
			-49
			-49
			1
			87
			111
			20
			29
			193
			-49
			-44
			-69
			-2
			3
			-2
			-2
			3
			7
			15
			115
			100
			6
			11
			900
			19
			-66
			-12
			37
			38
			8
			-81
			66
			69
			67
			31
			98
			-3
			0
			65
			18
			19
			160
			133
			226
			202
			-62
			4
			83
			-2
			3
			464
			50
			425
			119
			1,981
			141
			914
			40
			309
			108
			-27
			96
			0
			-4
			-82
			-7
			20
			2
			34
			25
			0
			-8
			35
			-85
			-1
			-10
			17
			-58
			-22
			-20
			-49
			150
			590
			-25
			-492
			-111
			-435
			-44
			-202
			-293
			-1,051
			142
			-5
			80
			358
			0
			-508
			-34
			114
			42
			1,362
			-494
			-222
			-24
			722
			101
			115
			901
			-38
			-44
			71
			-139
			223
			19
			474
			11
			10
			60
			404
			473
			34
			-129
			2,452

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	29,463
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	588
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	588
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	588
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	1,280
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,280
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	692
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax692	Refunded	11	0

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

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

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

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

WWW.HAWAIIHEPTACHLOR.WORDPRESS.COM

The books are in care of bullet

RICK SCUDDER ADMINISTRATOR Telephone no. bullet

(808) 842-3429

Located at bullet

PO BOX 3735HONOLULUHI ZIP+4 bullet

96812

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

2019, 2018, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

Yes

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

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

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

Yes

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

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
ART MORI PHD	PRESIDENT 2.00	0
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	PRESIDENT 2.00	0
THALIA MAA LAPILIO	SECRETARY 0.25	0
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	SECRETARY 0.25	0
DAVID G WATUMULL JR	TREASURER 0.25	0
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	TREASURER 0.25	0
JO ELLEN YOUNGS	DIRECTOR 0.25	0
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	DIRECTOR 0.25	0
STEVEN LEE MONTGOMERY PHD	VICE PRESIDENT 0.25	0
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	VICE PRESIDENT 0.25	0
HELENE TAKEMOTO	DIRECTOR 0.25	0
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	DIRECTOR 0.25	0
RICHARD SCUDDER	ADMINISTRATOR 11.00	18,089
C/O RICK SCUDDER ADMIN PO BOX 3735 HONOLULU,HI96812	ADMINISTRATOR 11.00	18,089

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	THE YEAR 2020 FOCUSED ON MONITORING HEALTH EFFECTS INFORMATION AND SUPPORTING A NEW EDUCATIONAL GRANT. THE FOUNDATION ALSO MAINTAINS A WEBSITE AT WWW.HAWAIIHEPTACHLOR.WORDPRESS.COM. THE WEBSITE WAS UPDATED DURING 2020. THE CONTRACTED ADMINISTRATOR DOES THIS WORK.	33,755
2	THE FOUNDATION BOARD MADE NO MAJOR RESEARCH GRANTS DURING 2020. THE BOARD CONTINUES TO DISCUSS WHAT FOLLOWUP STUDIES MIGHT BE SUPPORTED. THE BOARD CONDUCTED ZOOM MEETINGS WITH MEMBERS OF THE SCIENTIFIC ADVISORY COUNCIL, HEADED BY DR. DONALD MATTISON.THE BOARD AND SAC MEMBERS ARE REVIEWING THE AVAILABLE HEALTH STATISTICS AND ARE IN TOUCH WITH SOME HEPTACHLOR RESEARCHERS. THE ADMINISTRATOR MONITORS ANY RELATED RESEARCH ON HEPTACHLOR CONTAMINATION AND POSSIBLE HEALTH EFFECTS. ONE EXAMPLE IS IF THERE IS A POSSIBLE RELATIONSHIP HEPTACHLOR EXPOSURE AND PARKINSON'S DISEASE.	14,466
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	NONE	0
2


All other program-related investments. See instructions.
3

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

Form 990-PF (2020)

Page 8

Part X

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

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

purposes:

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

770,214

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

15,996

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

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

786,210

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

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

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

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

786,210

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

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

11,793

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

774,417

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

38,721

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

38,721

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

588

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

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

588

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

38,133

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

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

38,133

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

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

38,133

Part XII

Qualifying Distributions (see instructions)

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

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

48,221

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

48,221

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

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

48,221

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7				38,133
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......			38,222
b Total for prior years:2018, 20, 20		14,743
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........	0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 48,221
a Applied to 2019, but not more than line 2a			33,478
b Applied to undistributed income of prior years (Election required—see instructions).....		14,743
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2020 distributable amount.....				0
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 .............			4,744
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........				38,133
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....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 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 section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ART MORI PHDPRESIDENT
C/O HHREF PO BOX 3735
HONOLULU,HI96812
(808) 842-3429
WWW.HHREF1987@YAHOO.COM

bThe form in which applications should be submitted and information and materials they should include:

THE HAWAII HEPTACHLOR RESEARCH & EDUCATION FOUNDATION REQUESTS LETTERS OF INTENT FROM POTENTIAL RESEARCHERS IN RESPONSE TO PUBLISHED REQUESTS FOR PROPOSALS. AFTER REVIEW OF ALL THE LETTERS OF INTENT BY THE SCIENTIFIC ADVISORY AND BOARD OF DIRECTORS, THE FOUNDATION REQUESTS FULL PROPOSALS FROM ONLY THOSE SELECTED.

cAny submission deadlines:

DEADLINES ARE SET IN THE REQUEST FOR PROPOSALS.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

RESEARCHERS HAVE TO COMPLY WITH THE FOUNDATION'S POLICIES ON RESEARCH AND CLINICAL INVESTIGATIONS. THE FOUNDATION MUST COMPLY WITH THE STATED INTENT OF THE COURT ORDERS REGARDING THE HEPTACHLOR CONTAMINATION LAWSUITS AND HAS A COURT REVIEW OF ITS PROGRAMS AND BUDGET.

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a				0

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	2
4 Dividends and interest from securities....			14	15,879
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.....			01
8 Gain or (loss) from sales of assets other than inventory ............			18	29,463
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		45,344	0

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

45,344

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MORGAN STANLEY #5379 - STOCKS	146,070	207,678
MORGAN STANLEY #9467 - STOCKS	93,611	114,225

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
MORGAN STANLEY #5379 - TRADED & CLOSED END FUNDS	AT COST	27,386	30,166
MORGAN STANLEY #5379 - MUTUAL FUND	AT COST	410,209	445,243
MORGAN STANLEY #9467 - TRADED & CLOSED END FUNDS	AT COST	33,113	39,349

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
POSTAGE	216	0	216
INSURANCE	948	0	948
STORAGE	2,110	0	2,110
MISCELLANEOUS	470	470	0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	10,541	0	0	0
FOREIGN TAX	459	459	0	0