Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
VIRGINIA & CHRISTIAN GRONEMAN
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD 3RD FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

31-6652642
B Telephone number (see instructions)

(979) 776-3267
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$2,514,977J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 27,891 27,891  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,778
b Gross sales price for all assets on line 6a 518,864
7 Capital gain net income (from Part IV, line 2)... 26,778
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 16,457 16,457  
12 Total. Add lines 1 through 11........ 71,126 71,126  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,027 12,770   4,257
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 3,121 0   3,121
c Other professional fees (attach schedule).... Click to see attachment 1,135 0   1,135
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,420 8,420   0
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 58 58   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,761 21,248   8,513
25 Contributions, gifts, grants paid....... 44,000 44,000
26 Total expenses and disbursements. Add lines 24 and 25 73,761 21,248   52,513
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,635
b Net investment income (if negative, enter -0-) 49,878
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 54,162 18,578 18,578
3 Accounts receivable bullet2,061
Less: allowance for doubtful accounts bullet   2,447 2,061 2,061
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)....... 212,395 Click to see attachment213,188 338,443
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 750,658 Click to see attachment773,555 2,155,895
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) 1,019,662 1,007,382 2,514,977
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,019,662 1,007,382
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,019,662 1,007,382
30 Total liabilities and net assets/fund balances (see instructions). 1,019,662 1,007,382
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
1,019,662
2
Enter amount from Part I, line 27a .....................
2
-2,635
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
35
4
Add lines 1, 2, and 3 ..........................
4
1,017,062
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,680
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,007,382
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 2019-11-06 2020-02-13
b AT&T INC P 2019-10-17 2020-05-12
c ALPHABET INC P 2020-04-27 2020-05-12
d APPLE INC P 2019-10-17 2020-02-13
e APPLE INC P 2020-04-03 2020-05-12
APPLE INC P 2020-04-03 2020-08-25
APPLE INC P 2020-04-03 2020-09-14
APPLE INC P 2019-10-17 2020-09-25
APPLE INC P 2020-04-03 2020-09-25
BOEING CO P 2019-03-14 2020-02-13
BOOKING HOLDINGS INC P 2020-03-04 2020-12-09
BROADCOM INC P 2019-09-10 2020-05-12
CME GROUP INC P 2020-04-03 2020-11-02
CVS HEALTH CORPORATION P 2019-10-17 2020-05-12
CVS HEALTH CORPORATION P 2019-10-17 2020-07-20
CVS HEALTH CORPORATION P 2019-09-10 2020-07-20
CITIGROUP INC P 2019-07-31 2020-02-13
CITIGROUP INC P 2019-07-31 2020-05-12
DIAGEO PLC P 2019-08-16 2020-05-12
WALT DISNEY CO P 2019-04-26 2020-02-13
WALT DISNEY CO P 2019-08-16 2020-05-12
EOG RESOURCES P 2019-10-17 2020-04-27
EOG RESOURCES P 2020-04-03 2020-04-27
EOG RESOURCES P 2019-05-08 2020-04-27
EOG RESOURCES P 2019-06-11 2020-04-27
EOG RESOURCES P 2019-08-16 2020-04-27
ELECTRONIC ARTS INC P 2020-04-03 2020-04-27
ELECTRONIC ARTS INC P 2020-04-03 2020-05-12
ELECTRONIC ARTS INC P 2019-11-06 2020-05-29
GILEAD SCIENCES INC P 2020-04-03 2020-05-12
HAIN CELESTIAL GROUP INC P 2020-04-03 2020-08-25
HOME DEPOT INC P 2019-10-17 2020-03-04
HOME DEPOT INC P 2019-04-26 2020-03-04
HOME DEPOT INC P 2019-08-16 2020-03-04
INVESCO OPTIMUM YIELD DIVERS P 2020-04-03 2020-12-09
INVESCO OPTIMUM YIELD DIVERS P 2020-04-03 2020-09-25
ISHARES CORE U.S. AGGREGATE ETF P 2020-02-13 2020-04-03
ISHARES CORE U.S. AGGREGATE ETF P 2020-05-12 2020-09-25
ISHARES S&P MID-CAP 400 GROWTH P 2019-10-17 2020-02-13
ISHARES S&P MID-CAP 400 GROWTH P 2020-04-03 2020-05-12
ISHARES RUSSELL 2000 ETF P 2019-10-17 2020-05-12
ISHARES S&P MID-CAP 400 VALUE P 2019-10-17 2020-02-13
ISHARES S&P MID-CAP 400 VALUE P 2020-04-03 2020-05-12
ISHARES CORE MSCI EMERGING ETF P 2019-10-17 2020-04-03
ISHARES CORE MSCI EMERGING ETF P 2019-10-17 2020-05-12
ISHARES CORE MSCI EMERGING ETF P 2019-10-17 2020-09-25
JPMORGAN CHASE & CO P 2019-10-17 2020-05-12
LAM RESEARCH CORP P 2020-04-27 2020-12-10
LAM RESEARCH CORP P 2020-04-03 2020-12-10
LAM RESEARCH CORP P 2020-04-27 2020-12-09
LAM RESEARCH CORP P 2020-04-27 2020-05-12
ELI LILLY & CO P 2019-05-08 2020-03-17
ELI LILLY & CO P 2020-04-03 2020-05-12
MANULIFE FINANCIAL CORP P 2019-10-17 2020-02-13
MANULIFE FINANCIAL CORP P 2019-10-17 2020-05-12
MERCK & CO INC NEW P 2019-08-16 2020-05-12
MICROSOFT CORP P 2020-04-03 2020-12-09
MICROSOFT CORP P 2019-10-17 2020-02-13
MICROSOFT CORP P 2020-04-03 2020-05-12
MICROSOFT CORP P 2020-04-03 2020-09-25
MONDELEZ INTERNATIONAL INC P 2020-04-03 2020-12-09
MONDELEZ INTERNATIONAL INC P 2019-10-17 2020-02-13
MONDELEZ INTERNATIONAL INC P 2019-10-17 2020-03-17
MONDELEZ INTERNATIONAL INC P 2019-11-03 2020-05-12
MONDELEZ INTERNATIONAL INC P 2019-08-16 2020-05-12
PNC FINANCIAL SERVICES GROUP P 2019-05-08 2020-02-13
PNC FINANCIAL SERVICES GROUP P 2019-05-08 2020-04-03
PNC FINANCIAL SERVICES GROUP P 2019-08-16 2020-04-03
PRINCIPAL HIGH YIELD P 2020-02-14 2020-04-03
RAYTHEON TECHNOLOGIES CORP P 2019-10-17 2020-04-29
RAYTHEON TECHNOLOGIES CORP P 2019-10-17 2020-05-12
T ROWE PRICE REAL ESTATE-I P 2019-10-18 2020-02-13
T ROWE PRICE REAL ESTATE-I P 2019-05-09 2020-02-13
SPDR DJ WILSHIRE INTERNATIONAL P 2019-10-17 2020-02-13
SPDR DJ WILSHIRE INTERNATIONAL P 2019-05-08 2020-02-13
JAMES ALPHA GL REAL EST P 2020-02-14 2020-05-12
JAMES ALPHA GL REAL EST P 2020-02-14 2020-06-17
JAMES ALPHA GL REAL EST P 2020-04-03 2020-06-17
TCW EMRG MKTS INCM P 2019-10-18 2020-09-25
TJX COMPANIES INC P 2020-03-04 2020-05-12
TJX COMPANIES INC P 2019-10-17 2020-05-19
TJX COMPANIES INC P 2020-03-04 2020-05-19
TJX COMPANIES INC P 2019-10-17 2020-05-29
TJX COMPANIES INC P 2020-04-03 2020-05-29
TARGET CORP P 2020-04-03 2020-11-30
TARGET CORP P 2020-04-03 2020-12-09
TARGET CORP P 2019-10-17 2020-05-12
THERMO FISHER SCIENTIFIC INC P 2019-10-17 2020-03-04
THERMO FISHER SCIENTIFIC INC P 2020-04-03 2020-04-27
TORONTO DOMINION BK ONT P 2019-07-31 2020-02-13
TORONTO DOMINION BK ONT P 2019-07-31 2020-05-12
TORONTO DOMINION BK ONT P 2019-10-17 2020-08-25
UNILEVER NV P 2020-02-04 2020-05-12
UNION PACIFIC CORP P 2019-04-26 2020-02-13
UNION PACIFIC CORP P 2019-04-26 2020-03-17
UNION PACIFIC CORP P 2019-05-13 2020-05-12
UNITED PARCEL SERVICE P 2019-10-17 2020-05-12
UNITED PARCEL SERVICE P 2019-10-17 2020-08-25
UNITED PARCEL SERVICE P 2019-10-17 2020-09-14
UNITEDHEALTH GROUP INC P 2020-07-20 2020-12-09
VANGUARD INTERMEDIATE TERM B P 2019-10-17 2020-04-03
VANGUARD INTERMEDIATE TERM B P 2020-02-13 2020-04-03
VANGUARD INTERMEDIATE TERM B P 2020-05-12 2020-09-25
VANGUARD SHORT TERM BOND P 2019-10-17 2020-02-13
VANGUARD SHORT TERM BOND P 2019-03-01 2020-02-13
VANGUARD FTSE DEVELOPED ETF P 2019-10-17 2020-04-03
VANGUARD FTSE DEVELOPED ETF P 2019-08-16 2020-04-03
VANGUARD MIDCAP VIPER P 2020-02-13 2020-12-09
VISA INC P 2020-03-17 2020-12-09
VISA INC P 2020-03-17 2020-05-12
WASTE MANAGEMENT INC P 2020-03-04 2020-12-09
ZOETIS INC P 2019-08-16 2020-02-03
EATON CORP PLC P 2019-08-16 2020-03-17
EATON CORP PLC P 2019-10-17 2020-03-04
EATON CORP PLC P 2019-05-08 2020-03-04
EATON CORP PLC P 2019-08-16 2020-03-04
MEDTRONIC PLC P 2019-10-17 2020-05-12
FLEX LTD P 2020-07-20 2020-11-02
AT&T INC P 2019-10-17 2020-11-02
AT&T INC P 2019-10-17 2020-11-03
AT&T INC P 2018-02-13 2020-11-03
AT&T INC P 2018-02-13 2020-12-09
ALPHABET INC P 2019-04-26 2020-12-09
APPLE INC P 2019-10-17 2020-10-21
APPLE INC P 2019-10-17 2020-12-09
APPLE INC P 2019-08-16 2020-12-09
APPLE INC P 2018-11-15 2020-02-13
BLACKROCK INC P 2019-10-17 2020-12-09
BLACKROCK INC P 2018-11-15 2020-02-13
BLACKROCK INC P 2018-08-13 2020-02-13
BLACKROCK INC P 2019-04-26 2020-05-12
BOEING CO P 2019-10-17 2020-12-09
BOEING CO P 2019-04-26 2020-12-09
BOEING CO P 2019-04-26 2020-05-12
BROADCOM INC P 2019-10-17 2020-11-19
BROADCOM INC P 2019-09-10 2020-11-19
BROADCOM INC P 2019-10-17 2020-12-09
BROADCOM INC P 2019-07-03 2020-12-09
CME GROUP INC P 2018-10-01 2020-11-02
CME GROUP INC P 2012-06-07 2020-11-02
CME GROUP INC P 2019-05-08 2020-05-12
CVS HEALTH CORPORATION P 2019-08-14 2020-12-09
CVS HEALTH CORPORATION P 2019-09-10 2020-12-09
CVS HEALTH CORPORATION P 2014-10-28 2020-02-13
CVS HEALTH CORPORATION P 2017-08-09 2020-02-13
CVS HEALTH CORPORATION P 2018-11-15 2020-03-17
CVS HEALTH CORPORATION P 2017-08-09 2020-03-17
CVS HEALTH CORPORATION P 2018-11-15 2020-05-12
CVS HEALTH CORPORATION P 2018-12-02 2020-05-12
CVS HEALTH CORPORATION P 2017-08-26 2020-05-12
CELANESE CORP P 2019-08-16 2020-12-09
CISCO SYSTEMS INC P 2019-04-11 2020-12-09
CISCO SYSTEMS INC P 2019-04-26 2020-12-09
CISCO SYSTEMS INC P 2019-04-26 2020-05-12
CITIGROUP INC P 2019-10-17 2020-12-09
CITIGROUP INC P 2019-07-16 2020-12-09
CITIGROUP INC P 2019-07-31 2020-12-09
COGNIZANT TECH SOLUTIONS P 2018-11-15 2020-12-09
COGNIZANT TECH SOLUTIONS P 2019-04-26 2020-12-09
COGNIZANT TECH SOLUTIONS P 2019-04-26 2020-05-12
COGNIZANT TECH SOLUTIONS P 2019-04-26 2020-07-20
DIAGEO PLC P 2019-04-26 2020-12-09
DIAGEO PLC P 2019-08-16 2020-12-09
EOG RESOURCES P 2018-11-26 2020-04-27
EOG RESOURCES P 2018-04-10 2020-04-27
EATON VANCE GLOB MACRO ADV P 2017-10-20 2020-04-03
ELECTRONIC ARTS INC P 2019-10-17 2020-12-09
ELECTRONIC ARTS INC P 2019-11-06 2020-12-09
ELECTRONIC ARTS INC P 2019-02-15 2020-04-27
ELECTRONIC ARTS INC P 2019-03-10 2020-05-12
ELECTRONIC ARTS INC P 2019-03-10 2020-05-29
GILEAD SCIENCES INC P 2011-12-08 2020-12-10
GILEAD SCIENCES INC P 2019-03-01 2020-12-10
GILEAD SCIENCES INC P 2017-07-25 2020-12-10
GILEAD SCIENCES INC P 2019-08-16 2020-12-10
HAIN CELESTIAL GROUP INC P 2015-12-17 2020-05-12
HAIN CELESTIAL GROUP INC P 2015-12-17 2020-05-19
HOME DEPOT INC P 2017-03-31 2020-03-04
ISHARES S&P MID-CAP 400 GROWTH P 2016-08-23 2020-02-13
ISHARES S&P MID-CAP 400 GROWTH P 2010-02-03 2020-05-12
ISHARES S&P MID-CAP 400 GROWTH P 2016-08-23 2020-05-12
ISHARES RUSSELL 2000 ETF P 2018-01-25 2020-02-13
ISHARES RUSSELL 2000 ETF P 2018-01-25 2020-05-12
ISHARES S&P MID-CAP 400 VALUE P 2015-10-06 2020-02-13
ISHARES S&P MID-CAP 400 VALUE P 2018-04-20 2020-02-13
ISHARES S&P MID-CAP 400 VALUE P 2014-04-23 2020-02-13
ISHARES S&P MID-CAP 400 VALUE P 2017-07-25 2020-02-13
ISHARES S&P MID-CAP 400 VALUE P 2011-10-21 2020-05-12
ISHARES S&P MID-CAP 400 VALUE P 2015-10-06 2020-05-12
ISHARES S&P MID-CAP 400 VALUE P 2010-02-03 2020-05-12
ISHARES S&P MID-CAP 400 VALUE P 2011-08-09 2020-05-12
ISHARES CORE MSCI EMERGING ETF P 2019-03-01 2020-04-03
ISHARES CORE MSCI EMERGING ETF P 2018-09-25 2020-04-03
JPMORGAN CHASE & CO P 2019-10-17 2020-12-09
JPMORGAN CHASE & CO P 2018-12-08 2020-02-13
LAM RESEARCH CORP P 2019-08-16 2020-12-10
LAS VEGAS SANDS CORP P 2019-04-26 2020-12-09
LAS VEGAS SANDS CORP P 2019-04-26 2020-05-12
MANULIFE FINANCIAL CORP P 2019-10-17 2020-12-09
MANULIFE FINANCIAL CORP P 2019-04-26 2020-12-09
MICROSOFT CORP P 2019-10-17 2020-12-09
MICROSOFT CORP P 2018-11-15 2020-02-13
MONDELEZ INTERNATIONAL INC P 2019-08-16 2020-12-09
NIKE INC P 2019-04-26 2020-11-02
NIKE INC P 2019-08-16 2020-12-10
NIKE INC P 2019-04-26 2020-12-09
NIKE INC P 2019-08-16 2020-12-09
NIKE INC P 2019-04-26 2020-05-12
NIKE INC P 2019-04-26 2020-09-14
PNC FINANCIAL SERVICES GROUP P 2018-11-15 2020-02-13
PNC FINANCIAL SERVICES GROUP P 2015-10-06 2020-04-03
PNC FINANCIAL SERVICES GROUP P 2015-05-27 2020-04-03
RAYTHEON TECHNOLOGIES CORP P 2019-10-17 2020-12-09
RAYTHEON TECHNOLOGIES CORP P 2019-11-03 2020-12-09
T ROWE PRICE REAL ESTATE-I P 2015-12-24 2020-02-13
SPDR DJ WILSHIRE INTERNATIONAL P 2011-10-21 2020-02-13
SPDR DJ WILSHIRE INTERNATIONAL P 2009-11-10 2020-02-13
SPDR DJ WILSHIRE INTERNATIONAL P 2010-02-03 2020-02-13
SPDR DJ WILSHIRE INTERNATIONAL P 2010-07-21 2020-02-13
SPIRIT AEROSYSTEMS HOLD P 2019-10-17 2020-11-03
SPIRIT AEROSYSTEMS HOLD P 2016-10-05 2020-11-03
SPIRIT AEROSYSTEMS HOLD P 2019-05-08 2020-11-03
SPIRIT AEROSYSTEMS HOLD P 2019-07-03 2020-11-03
SPIRIT AEROSYSTEMS HOLD P 2019-08-16 2020-11-03
SUNCOR ENERGY INC P 2018-12-08 2020-12-10
SUNCOR ENERGY INC P 2019-04-26 2020-12-10
SUNCOR ENERGY INC P 2018-11-15 2020-05-12
SUNCOR ENERGY INC P 2018-12-08 2020-05-12
TJX COMPANIES INC P 2019-05-08 2020-05-29
TJX COMPANIES INC P 2011-06-29 2020-05-29
TARGET CORP P 2019-10-17 2020-11-30
TARGET CORP P 2019-08-16 2020-12-09
THERMO FISHER SCIENTIFIC INC P 2019-10-17 2020-11-03
THERMO FISHER SCIENTIFIC INC P 2019-08-16 2020-12-09
THERMO FISHER SCIENTIFIC INC P 2018-11-15 2020-02-13
TORONTO DOMINION BK ONT P 2019-10-17 2020-12-09
TORONTO DOMINION BK ONT P 2019-07-31 2020-08-25
TOTAL S.A. ADR P 2019-04-26 2020-12-10
TOTAL S.A. ADR P 2019-04-26 2020-12-09
TOTAL S.A. ADR P 2018-11-15 2020-05-12
TOTAL S.A. ADR P 2019-04-26 2020-05-12
UNION PACIFIC CORP P 2019-10-17 2020-12-10
UNION PACIFIC CORP P 2019-10-17 2020-12-09
UNION PACIFIC CORP P 2019-05-13 2020-12-09
UNITED PARCEL SERVICE P 2018-11-15 2020-11-03
UNITED PARCEL SERVICE P 2017-03-24 2020-11-03
UNITED PARCEL SERVICE P 2019-04-26 2020-11-03
UNITED PARCEL SERVICE P 2019-04-26 2020-12-09
UNITED PARCEL SERVICE P 2018-11-15 2020-09-14
UNITED PARCEL SERVICE P 2018-11-26 2020-09-14
UNITEDHEALTH GROUP INC P 2018-12-08 2020-12-09
UNITEDHEALTH GROUP INC P 2019-08-16 2020-12-09
UNITEDHEALTH GROUP INC P 2018-11-15 2020-02-13
UNITEDHEALTH GROUP INC P 2018-12-08 2020-05-12
VANGUARD INTERMEDIATE TERM B P 2011-02-04 2020-12-09
VANGUARD INTERMEDIATE TERM B P 2019-03-01 2020-12-09
VANGUARD INTERMEDIATE TERM B P 2017-04-20 2020-04-03
VANGUARD INTERMEDIATE TERM B P 2015-07-22 2020-04-03
VANGUARD INTERMEDIATE TERM B P 2017-01-18 2020-09-25
VANGUARD INTERMEDIATE TERM B P 2019-03-01 2020-09-25
VANGUARD INTERMEDIATE TERM B P 2015-07-22 2020-09-25
VANGUARD SHORT TERM BOND P 2017-01-18 2020-02-13
VANGUARD SHORT TERM BOND P 2015-11-10 2020-02-13
VANGUARD FTSE DEVELOPED ETF P 2013-02-08 2020-12-09
VANGUARD FTSE DEVELOPED ETF P 2017-07-25 2020-02-13
VANGUARD FTSE DEVELOPED ETF P 2014-10-21 2020-04-03
VANGUARD FTSE DEVELOPED ETF P 2019-03-01 2020-04-03
VANGUARD FTSE DEVELOPED ETF P 2017-07-25 2020-04-03
VANGUARD FTSE DEVELOPED ETF P 2014-10-21 2020-05-12
VANGUARD FTSE DEVELOPED ETF P 2013-02-08 2020-05-12
VANGUARD FTSE DEVELOPED ETF P 2013-02-08 2020-09-25
ZOETIS INC P 2017-04-25 2020-02-03
EATON CORP PLC P 2018-11-15 2020-03-17
EATON CORP PLC P 2018-11-26 2020-03-17
EATON CORP PLC P 2012-12-03 2020-03-17
EATON CORP PLC P 2012-12-06 2020-03-17
TE CONNECTIVITY LTD P 2019-04-26 2020-05-12
TE CONNECTIVITY LTD P 2019-04-26 2020-09-14
FLEX LTD P 2019-02-15 2020-11-02
FLEX LTD P 2018-03-08 2020-11-02
FLEX LTD P 2018-07-12 2020-11-02
FLEX LTD P 2019-10-17 2020-12-21
FLEX LTD P 2019-02-15 2020-12-21
FLEX LTD P 2018-03-08 2020-05-12
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 722   745 -23
b 414   530 -116
c 1,407   1,276 131
d 649   470 179
e 955   728 227
993   486 507
2,279   1,214 1,065
108   59 49
868   486 382
689   813 -124
2,095   1,725 370
276   293 -17
608   669 -61
701   721 -20
511   525 -14
319   318 1
708   640 68
308   308 0
142   168 -26
707   697 10
217   270 -53
358   547 -189
224   202 22
268   550 -282
268   524 -256
313   531 -218
580   514 66
117   103 14
240   197 43
957   926 31
912   812 100
713   709 4
1,188   1,019 169
713   610 103
11,352   9,267 2,085
2,414   2,118 296
16,996   16,901 95
9,092   8,967 125
5,653   5,164 489
3,522   2,884 638
4,026   4,736 -710
5,623   5,259 364
5,605   4,742 863
1,537   1,982 -445
1,144   1,321 -177
4,168   4,166 2
448   603 -155
490   263 227
980   446 534
1,017   527 490
266   263 3
694   578 116
318   282 36
594   553 41
308   308 0
234   254 -20
645   465 180
1,474   1,128 346
933   775 158
1,017   775 242
464   402 62
705   658 47
444   444 0
458   502 -44
815   872 -57
310   265 45
359   530 -171
538   761 -223
794   935 -141
25   25 0
116   116 0
983   1,100 -117
464   490 -26
1,176   1,224 -48
510   501 9
1,105   1,550 -445
17,407   21,359 -3,952
5,239   4,040 1,199
1,833   1,914 -81
194   249 -55
303   358 -55
404   497 -93
635   715 -80
370   303 67
179   94 85
519   281 238
242   225 17
648   564 84
684   566 118
622   641 -19
288   408 -120
291   340 -49
198   235 -37
738   707 31
384   384 0
156   190 -34
189   236 -47
792   589 203
159   118 41
698   608 90
14,695   14,471 224
4,542   4,531 11
7,747   7,547 200
2,430   2,424 6
13,284   12,926 358
7,275   9,599 -2,324
8,037   9,978 -1,941
14,681   13,342 1,339
640   474 166
183   158 25
816   840 -24
677   626 51
223   230 -7
876   730 146
779   632 147
682   538 144
198   217 -19
674   530 144
876   1,211 -335
193   265 -72
385   514 -129
683   807 -124
1,819   1,267 552
1,296   646 650
498   235 263
1,494   619 875
974   566 408
711   450 261
569   397 172
569   476 93
933   953 -20
239   239 0
477   477 0
133   381 -248
755   580 175
378   293 85
420   290 130
420   285 135
456   522 -66
1,673   590 1,083
182   179 3
297   236 61
445   382 63
442   509 -67
368   397 -29
293   293 0
411   411 0
255   316 -61
318   379 -61
446   532 -86
922   772 150
400   496 -96
444   558 -114
394   394 0
236   281 -45
413   516 -103
472   569 -97
241   203 38
562   513 49
219   293 -74
735   880 -145
631   666 -35
315   335 -20
402   923 -521
626   1,501 -875
1,398   1,571 -173
131   97 34
525   395 130
348   320 28
117   99 18
479   397 82
726   234 492
424   460 -36
484   598 -114
787   821 -34
244   328 -84
553   779 -226
2,377   1,470 907
7,128   5,173 1,955
13,465   4,990 8,475
6,215   5,351 864
1,841   1,747 94
21,560   26,362 -4,802
1,704   1,199 505
170   158 12
2,897   2,049 848
1,704   1,526 178
975   585 390
609   599 10
11,089   5,979 5,110
4,021   2,239 1,782
1,143   1,492 -349
19,974   26,253 -6,279
1,104   1,085 19
1,098   937 161
490   206 284
762   882 -120
333   475 -142
704   719 -15
271   273 -2
1,291   846 445
553   316 237
232   218 14
979   708 271
827   482 345
422   266 156
562   321 241
274   266 8
711   531 180
619   539 80
628   632 -4
987   1,056 -69
671   671 0
149   149 0
8,249   8,436 -187
2,274   2,009 265
4,627   4,245 382
1,019   893 126
1,059   927 132
137   586 -449
294   704 -410
157   676 -519
235   943 -708
157   587 -430
169   300 -131
206   361 -155
52   100 -48
155   300 -145
794   801 -7
1,270   312 958
716   449 267
173   84 89
492   282 210
950   551 399
665   463 202
675   675 0
583   700 -117
456   551 -95
679   827 -148
140   225 -85
70   110 -40
809   647 162
408   323 85
408   379 29
483   326 157
161   105 56
161   103 58
836   517 319
478   326 152
159   111 48
349   253 96
349   245 104
604   526 78
292   253 39
7,904   6,936 968
9,391   8,286 1,105
25,650   24,327 1,323
17,189   16,205 984
17,268   15,464 1,804
10,734   9,435 1,299
4,200   3,778 422
4,698   4,621 77
1,134   1,118 16
1,489   1,163 326
1,098   1,061 37
349   420 -71
4,606   5,964 -1,358
1,525   2,038 -513
36   38 -2
682   691 -9
1,597   1,454 143
2,711   1,103 1,608
594   552 42
668   652 16
445   225 220
742   370 372
149   188 -39
994   941 53
811   605 206
784   1,060 -276
770   823 -53
725   420 305
248   144 104
234   446 -212
360     360
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       -23
b       -116
c       131
d       179
e       227
      507
      1,065
      49
      382
      -124
      370
      -17
      -61
      -20
      -14
      1
      68
      0
      -26
      10
      -53
      -189
      22
      -282
      -256
      -218
      66
      14
      43
      31
      100
      4
      169
      103
      2,085
      296
      95
      125
      489
      638
      -710
      364
      863
      -445
      -177
      2
      -155
      227
      534
      490
      3
      116
      36
      41
      0
      -20
      180
      346
      158
      242
      62
      47
      0
      -44
      -57
      45
      -171
      -223
      -141
      0
      0
      -117
      -26
      -48
      9
      -445
      -3,952
      1,199
      -81
      -55
      -55
      -93
      -80
      67
      85
      238
      17
      84
      118
      -19
      -120
      -49
      -37
      31
      0
      -34
      -47
      203
      41
      90
      224
      11
      200
      6
      358
      -2,324
      -1,941
      1,339
      166
      25
      -24
      51
      -7
      146
      147
      144
      -19
      144
      -335
      -72
      -129
      -124
      552
      650
      263
      875
      408
      261
      172
      93
      -20
      0
      0
      -248
      175
      85
      130
      135
      -66
      1,083
      3
      61
      63
      -67
      -29
      0
      0
      -61
      -61
      -86
      150
      -96
      -114
      0
      -45
      -103
      -97
      38
      49
      -74
      -145
      -35
      -20
      -521
      -875
      -173
      34
      130
      28
      18
      82
      492
      -36
      -114
      -34
      -84
      -226
      907
      1,955
      8,475
      864
      94
      -4,802
      505
      12
      848
      178
      390
      10
      5,110
      1,782
      -349
      -6,279
      19
      161
      284
      -120
      -142
      -15
      -2
      445
      237
      14
      271
      345
      156
      241
      8
      180
      80
      -4
      -69
      0
      0
      -187
      265
      382
      126
      132
      -449
      -410
      -519
      -708
      -430
      -131
      -155
      -48
      -145
      -7
      958
      267
      89
      210
      399
      202
      0
      -117
      -95
      -148
      -85
      -40
      162
      85
      29
      157
      56
      58
      319
      152
      48
      96
      104
      78
      39
      968
      1,105
      1,323
      984
      1,804
      1,299
      422
      77
      16
      326
      37
      -71
      -1,358
      -513
      -2
      -9
      143
      1,608
      42
      16
      220
      372
      -39
      53
      206
      -276
      -53
      305
      104
      -212
      360
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 26,778
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 693
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........................... 3 693
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- ..... 5 693
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,200
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 5,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,507
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,507 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletTX
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (704) 590-2828

    Located atbullet100 N MAIN STREET 6TH FLOORWINSTONSALEMNC ZIP+4bullet27101
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK NA TRUSTEE
    1.00     		17,027 0 0
    100 N MAIN STREET 6TH FLOOR
    WINSTONSALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    2,350,981
    b
    Average of monthly cash balances.......................
    1b
    55,231
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,406,212
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,406,212
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    36,093
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,370,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    118,506
    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
    118,506
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    693
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    693
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    117,813
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    117,813
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    117,813
    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
    52,513
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    52,513
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,513
    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 7 117,813
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 39,915
    b Total for prior years:20, 20, 20 0
    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: bullet$ 52,513
    a Applied to 2019, but not more than line 2a 39,915
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 12,598
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		105,215
    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)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WELLS FARGO BANK NA
    100 N MAIN STREET 6TH FLOOR
    WINSTONSALEM,NC27101
    (704) 590-2828
    bThe form in which applications should be submitted and information and materials they should include:
    ORGANIZATIONS ARE TO SUBMIT REQUESTS ON BANK TRUST DEPARTMENT'S GRANT APPLICATION AVAILABLE AT HTTPS://WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/GRONEMAN.
    cAny submission deadlines:
    JULY 31 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO CHARITABLE ORGANIZATIONS IN THE BRAZOS COUNTY, TX AREA
    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
    BRAZOS COUNTY RAPE CRISIS
    PO BOX 3082
    BRYAN,TX77805     		  CHARITY FOR CHARITABLE PURPOSES 2,500
    A&M UNITED METHODIST CHURCH
    417 UNIVERSITY DRIVE
    COLLEGE STATION,TX77845     		  CHARITY FOR CHARITABLE PURPOSESFOR CHARITABLE PURPOSES 10,000
    BRAZOS VALLEY FOOD BANK INC
    1501 INDEPENDENCE AVE
    BRYAN,TX77803     		  CHARITY FOR CHARITABLE PURPOSES 5,000
    EASTER SEALS EAST TEXAS INC
    1318 MEMORIAL DRIVE
    BRYAN,TX77802     		  CHARITY FOR CHARITABLE PURPOSES 6,000
    HEALTH FOR ALL
    3030 E 29TH ST 111
    BRYAN,TX77802     		  CHARITY FOR CHARITABLE PURPOSES 5,000
    MRC CRESTVIEW
    2505 E VILLA MARIA RD
    BRYAN,TX77802     		  CHARITY FOR CHARITABLE PURPOSES 5,000
    RED CROSS
    4244 BOONVILLE RD
    BRYAN,TX77802     		  CHARITY FOR CHARITABLE PURPOSES 2,500
    ST JOSEPH FOUNDATION
    1530 E WILLIAM J BRYAN PKWY
    BRYAN,TX77803     		  CHARITY FOR CHARITABLE PURPOSES 2,500
    UNITED WAY OF THE BRAZOS VALLEY INC
    909 SOUTHWEST PARKWAY E
    COLLEGE STATION,TX77840     		  CHARITY FOR CHARITABLE PURPOSES 3,500
    HOSICE BRAZOS VALLEY
    502 W 26TH ST
    BRYAN,TX77803     		  CHARITY FOR CHARITABLE PURPOSES 2,000
    Total .................................bullet 3a 44,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 27,891  
    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.....     14 16,457  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 26,778  
    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 71,126 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    71,126
    (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:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,121 0   3,121

    TY 2020 GeneralExplanationAttachment
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Identifier Return Reference Explanation
      PART VIII 1B - INFORMATION ABOUT OFFICERS INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES AND CONTRACTORS. THE CORPORATE TRUSTEE'S COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENTS REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC 8,663 17,519
    APPLE INC 4,645 27,069
    AT&T 5,949 5,407
    BLACKROCK INC 4,226 7,937
    BOEING CO 5,645 5,566
    CELANESE CORP 3,633 6,497
    CISCO SYSTEMS INC 5,171 7,250
    CITIGROUP INC 8,578 9,927
    COGNIZANT TECH SOLUTIONS 4,200 6,064
    CVS HEALTH CORPORATION 3,231 4,986
    DIAGEO PLC 4,972 6,511
    EATON CORP 3,951 4,205
    ELECTRONIC ARTS 3,558 5,888
    ELI LILLY & CO. 3,682 6,078
    FLEX LTD 2,211 4,189
    HAIN CELESTIAL GROUP 2,064 4,216
    JP MORGAN CHASE & CO 7,059 11,182
    LAM RESEARCH CORP 2,499 6,612
    LAS VEGAS SANDS CORP 5,675 6,496
    MANULIFE FINANCIAL CORP 7,260 8,928
    MERCK & CO. 4,767 5,726
    MICROSOFT CORP 8,827 24,466
    NIKE INC 2,992 6,932
    SUNCOR ENERGY 5,733 3,473
    TARGET CORP 2,033 6,002
    TE CONNECTIVITY 3,160 5,206
    THERMO FISHER SCIENTIFIC INC 400 4,658
    TOTAL SE 5,447 4,736
    UNION PACIFIC CORP 1,760 6,038
    UNITED PARCEL SERVICE-CL B 3,431 6,736
    UNITEDHEALTH GROUP INC 4,929 11,222
    WALT DISNEY CO 3,994 8,334
    RAYTHEON TECHNOLOGIES CORP 5,867 5,792
    BROADCOM INC 5,501 8,757
    FIDELITY NATL INFORMATION SVCS INC 4,529 4,951
    MEDTRONIC PLC 4,811 5,740
    TORONTO DOMINION BK ONT 6,074 6,488
    BOOKING HOLDINGS INC 3,334 4,455
    INTERPUBLIC GROUP COS INC 4,170 4,963
    SYSCO CORP 4,332 6,980
    BLACKSTONE GROUP INC/THE 4,421 5,314
    ABBVIE INC 3,659 3,643
    AMGEN INC 3,891 3,679
    WASTE MANAGEMENT INC 5,568 5,779
    VISA INC 3,615 5,031
    GARMIN LTD 4,317 5,624
    UNILEVER PLC 4,754 5,191

    TY 2020 InvestmentsOtherSchedule2
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EATON VANCE GLOBAL MACRO ABSOLUTE AT COST 35,664 35,059
    ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 63,207 75,130
    ISHARES RUSSELL 2000 ETF AT COST 36,995 51,368
    MONDELEZ INTERNATIONAL AT COST 4,855 6,198
    TCW EMRG MKTS INCM AT COST 34,633 37,290
    UNDIVIDED MINERAL INTEREST AT COST 1 1,267,562
    VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 28,970 37,626
    VANGUARD INTERMEDIATE TERM B AT COST 42,853 49,118
    ISHARES CORE TOTAL US AGGREGATE BOND AT COST 235,259 247,490
    PRINCIPAL HIGH YIELD FUND AT COST 65,201 69,712
    FIDELITY NEW MARKETS INCOME FUND CLASS Z AT COST 24,458 25,003
    VANGUARD MIDCAP VIPER AT COST 129,350 174,514
    PGIM HIGH YIELD FUND AT COST 31,249 32,376
    PIMCO HIGH YIELD FUND AT COST 20,801 21,644
    POWERSHARES DB OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY AT COST 20,059 25,805

    TY 2020 OtherDecreasesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Description Amount
    BASIS ADJUSTMENT 114
    FIT PAID 4,344
    ES PAYMENT 5,200
    PENALTY & INTEREST 22


    TY 2020 OtherExpensesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 6 6   0
    OIL & GAS FEES 35 35   0
    OTHER ROYALTY EXPENSES 17 17   0


    TY 2020 OtherIncomeSchedule2
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET ROYALTIES - CHESAPEAKE 16,400 16,400 16,400
    OTHER INCOME 57 57 57


    TY 2020 OtherIncreasesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Description Amount
    NONDIVIDEND DISTRIBUTION/RETURN OF CAPITAL 35


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMINISTRATION FEE 1,135 0   1,135


    TY 2020 TaxesSchedule
    Name:
    VIRGINIA & CHRISTIAN GRONEMAN
     
    CHARITABLE TRUST
    EIN:
    31-6652642
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 655 655   0
    MINERAL TAXES 7,765 7,765   0