Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
RIFKIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5642 COVENTRY LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WAYNE, IN46804
A Employer identification number

31-1192429
B Telephone number (see instructions)

(260) 432-2233
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$7,854,263J 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) 755,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 171,950 141,669  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 300,015
b Gross sales price for all assets on line 6a 3,272,648
7 Capital gain net income (from Part IV, line 2)... 305,835
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).......   -2,718  
12 Total. Add lines 1 through 11........ 1,226,965 444,786  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 33,430 33,430    
17 Interest...............   459    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,486 1,200    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......   524    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,916 35,613   0
25 Contributions, gifts, grants paid....... 977,575 977,575
26 Total expenses and disbursements. Add lines 24 and 25 1,013,491 35,613   977,575
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 213,474
b Net investment income (if negative, enter -0-) 409,173
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............. 352,520 1,288,435 1,288,435
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,000,234 Click to see attachment3,271,897 4,008,331
c Investments—corporate bonds (attach schedule)....... 423,875 Click to see attachment187,025 160,661
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,885,277 Click to see attachment2,154,376 2,396,836
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) 6,661,906 6,901,733 7,854,263
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ -498,453 -749,804
27 Paid-in or capital surplus, or land, bldg., and equipment fund 5,251,269 5,442,432
28 Retained earnings, accumulated income, endowment, or other funds 1,909,090 2,209,105
29 Total net assets or fund balances (see instructions)..... 6,661,906 6,901,733
30 Total liabilities and net assets/fund balances (see instructions). 6,661,906 6,901,733
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
6,661,906
2
Enter amount from Part I, line 27a .....................
2
213,474
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,353
4
Add lines 1, 2, and 3 ..........................
4
6,901,733
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,901,733
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 AARON S INC P 2019-09-10 2020-09-09
b ALIGN TECHNOLOGY INCCOM P 2018-10-25 2020-12-22
c ARK ETF TR INNOVATION ETF P 2020-06-16 2020-08-24
d CADENCE DESIGN SYSTEMS INC COM P 2019-07-30 2020-12-22
e EURONET WORLDWIDE INC P 2019-08-05 2020-03-10
CORNING INC P 2019-11-11 2020-09-21
INTUITIVE SURGICAL INC P 2018-09-17 2020-12-22
PIMCO ETF TRUST ENHANCED SHORT MATUR P 2018-08-24 2020-08-31
NORTHROP GRUMMAN CORP COM P 2019-09-16 2020-02-14
PHI GROUP INC COM P 2015-10-21 2020-12-22
PIMCO EQUITY SER RAFI ESG US P 2019-12-19 2020-12-22
ATLASSIAN CORPORATION PLC COM P 2018-10-22 2020-11-20
VIATRIS INC COM P 2017-03-31 2020-11-20
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2013-04-09 2020-08-14
AARON S INC P 2020-03-24 2020-09-09
ALIGN TECHNOLOGY INCCOM P 2018-03-08 2020-11-20
AXON ENTERPRISE INC COM P 2018-08-08 2020-04-21
CHEGG INC COM P 2020-05-28 2020-06-04
EGAIN CORP P 2020-09-09 2020-09-21
CORNING INC P 2019-11-11 2020-02-14
ISHARES TRUST S & P GLOBAL P 2020-02-14 2020-12-22
PIMCO ETF TRUST ENHANCED SHORT MATUR P 2018-08-24 2020-06-08
NORTHROP GRUMMAN CORP COM P 2019-09-24 2020-02-14
PHI GROUP INC COM P 2015-09-17 2020-12-22
PIMCO EQUITY SER RAFI ESG US P 2019-12-19 2020-09-21
ATLASSIAN CORPORATION PLC COM P 2018-08-24 2020-09-09
VIATRIS INC COM P 2020-03-10 2020-11-20
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-12-02 2020-08-14
APPLE INC P 2017-10-02 2020-12-22
ALIGN TECHNOLOGY INCCOM P 2017-11-10 2020-02-14
AXON ENTERPRISE INC COM P 2019-04-09 2020-04-21
COMCAST CORP P 2019-09-10 2020-11-05
EDISON INTERNATIONAL P 2019-10-11 2020-09-09
HANNON ARMSTRONG SUSTAINABLE INFRAST P 2016-11-04 2020-12-22
ISHARES TRUST S & P GLOBAL P 2020-02-14 2020-08-24
MOLINA HEALTHCARE INC P 2019-04-01 2020-09-21
NOKIA OYJ ADR EACH REPR 1 ORD NPV P 2019-11-11 2020-09-09
PHI GROUP INC COM P 2016-12-13 2020-12-22
RAYTHEON TECHNOLOGIES CORP COM P 2017-06-21 2020-11-20
ATLASSIAN CORPORATION PLC COM P 2018-10-22 2020-09-09
WESCO INTERNATIONAL INC P 2019-10-11 2020-09-21
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-11-19 2020-08-14
APPLE INC P 2017-05-02 2020-04-17
ALLSTATE CORP COM P 2019-12-27 2020-05-21
BOEING CO COM P 2018-05-29 2020-02-14
CUMMINS INC P 2019-09-10 2020-02-14
EDISON INTERNATIONAL P 2020-03-24 2020-09-09
HEICO CORP NEW COM P 2018-07-09 2020-03-13
KELLOGG COMPANY COM P 2019-10-11 2020-04-14
MICROSOFT CORP P 2018-03-26 2020-12-22
NAPCO SECURITY TECHNOLOGIES INC P 2018-07-05 2020-11-20
PHI GROUP INC WTS EXP 12/31/2044 P 2016-08-12 2020-12-22
RAYTHEON TECHNOLOGIES CORP COM P 2019-09-16 2020-11-20
TECH DATA CORP COM P 2019-09-16 2020-06-30
WESCO INTERNATIONAL INC P 2020-03-13 2020-09-21
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-05-08 2020-08-14
APPLE INC P 2017-05-08 2020-04-17
AMEDISYS INC P 2018-08-24 2020-12-22
BOEING CO COM P 2019-09-24 2020-02-14
CAPITAL ONE FINANCIAL CORP COM P 2019-10-11 2020-08-24
ENANTA PHARMACEUTICALS INC P 2018-05-29 2020-09-21
HEICO CORP NEW COM P 2019-04-01 2020-03-13
KRANESHARES TR BOSERA MSCI CHINA A S P 2019-03-11 2020-04-17
MICROSOFT CORP P 2018-05-07 2020-12-22
NUTRIEN LTD COM NPV P 2019-10-11 2020-02-14
PHI GROUP INC WTS EXP 12/31/2044 P 2015-10-21 2020-12-22
RAYTHEON TECHNOLOGIES CORP COM P 2017-05-02 2020-09-21
TRAVEL PLUS LEISURE CO COM P 2020-11-20 2020-12-22
WEYERHAEUSER CO MTN BE COM NEW P 2019-09-10 2020-08-24
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-05-14 2020-08-14
APPLE INC P 2017-10-02 2020-04-17
AMERICA MOVIL ADR REP 20 SR L ORD P 2019-10-11 2020-08-24
BROOKFIELD ASSET MGMT INC CL A LTD V P 2019-06-17 2020-05-06
CAPITAL ONE FINANCIAL CORP COM P 2019-10-11 2020-08-05
ENANTA PHARMACEUTICALS INC P 2018-08-07 2020-09-21
HOLLYFRONTIER CORP P 2018-05-29 2020-09-09
KRANESHARES TR BOSERA MSCI CHINA A S P 2018-01-25 2020-02-14
MICROSOFT CORP P 2018-05-29 2020-12-22
NVIDIA CORPORATION COM P 2017-10-06 2020-12-22
PHI GROUP INC WTS EXP 12/31/2044 P 2015-09-17 2020-12-22
RAYTHEON TECHNOLOGIES CORP COM P 2017-06-21 2020-09-21
THE TRADE DESK INC COM CL A P 2020-05-21 2020-12-22
WEYERHAEUSER CO MTN BE COM NEW P 2020-03-13 2020-08-24
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-04-21 2020-08-14
ABIOMED INC COM P 2018-05-29 2020-04-14
AMERICA MOVIL ADR REP 20 SR L ORD P 2019-10-11 2020-08-05
BROOKFIELD RENEWABLEPARTNERS PARTNER P 2017-10-18 2020-12-22
CONOCOPHILLIPS COM P 2018-07-23 2020-02-21
ENANTA PHARMACEUTICALS INC P 2018-10-22 2020-09-21
HOLLYFRONTIER CORP P 2018-06-04 2020-09-09
KRANESHARES TR BOSERA MSCI CHINA A S P 2019-03-11 2020-02-14
MICROSOFT CORP P 2017-10-06 2020-11-20
NEXSTAR MEDIA GROUP INC CL A P 2019-04-16 2020-08-24
PHI GROUP INC WTS EXP 12/31/2044 P 2016-12-13 2020-12-22
RAYTHEON TECHNOLOGIES CORP COM P 2017-05-02 2020-04-06
TEXTRON INC P 2020-05-06 2020-09-21
ZILLOW GROUP INC CL C CAP STK P 2020-06-03 2020-12-22
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2013-04-09 2020-08-07
ABIOMED INC COM P 2018-05-26 2020-04-14
AMAZON.COM INC P 2018-10-25 2020-09-21
BROOKFIELD RENEWABLEPARTNERS PARTNER P 2018-10-22 2020-12-22
CONOCOPHILLIPS COM P 2018-07-23 2020-02-14
ENANTA PHARMACEUTICALS INC P 2018-05-16 2020-02-14
HOLLYFRONTIER CORP P 2018-07-05 2020-09-09
KOPERNIK GLOBAL ALL CAP FUND INSTL P 2017-11-09 2020-08-24
MICROSOFT CORP P 2018-03-26 2020-11-20
BARCLAYS BANK PLC IPATH B S&P ETN P 2020-03-19 2020-04-21
PINNACLE WEST CAPITAL CORP COM NPV P 2018-01-11 2020-04-14
RAYTHEON TECHNOLOGIES CORP COM P 2017-06-21 2020-04-06
TYLER TECHNOLOGIES INC P 2020-05-27 2020-05-28
ZILLOW GROUP INC CL C CAP STK P 2020-06-03 2020-06-04
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-12-02 2020-08-07
ABIOMED INC COM P 2019-07-05 2020-04-14
AMAZON.COM INC P 2018-10-31 2020-09-21
BROOKFIELD RENEWABLECORP CLASS A SUB P 2017-10-18 2020-11-20
CARTERS INC COM P 2020-11-20 2020-12-22
ENANTA PHARMACEUTICALS INC P 2018-05-29 2020-02-14
HOLLYFRONTIER CORP P 2018-05-29 2020-02-14
KRANESHARES TR CSI CHINA INTERNET ET P 2018-01-25 2020-09-21
MASTEC INC COM P 2019-09-16 2020-09-21
PAYCOM SOFTWARE INC COM P 2018-04-17 2020-04-27
POOL CORP COM P 2020-05-21 2020-05-28
RAYTHEON TECHNOLOGIES CORP COM P 2019-09-16 2020-04-06
UBER TECHNOLOGIES INC COM P 2019-05-31 2020-08-24
ZUMIEZ INC P 2019-09-16 2020-09-09
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-11-19 2020-08-07
ARBOR REALTY TRUST INC COM P 2018-08-07 2020-09-09
ANTHEM INC P 2018-01-11 2020-09-21
BROOKFIELD RENEWABLECORP CLASS A SUB P 2018-10-22 2020-11-20
INVESCO EXCH TRADED FD TR II MSCI GB P 2017-12-08 2020-12-14
FACEBOOK INC-CLASS A P 2018-09-17 2020-04-14
CALL (HFC) HOLLYFRONTIER JAN 17 20 P 2019-06-17 2020-01-17
KRANESHARES TR CSI CHINA INTERNET ET P 2019-07-05 2020-09-21
MASTEC INC COM P 2020-03-13 2020-09-21
PAYCOM SOFTWARE INC COM P 2018-07-05 2020-04-27
POOL CORP COM P 2020-05-21 2020-05-27
SEAGEN INC COM P 2020-06-08 2020-09-09
VALERO ENERGY CORP COM P 2018-04-17 2020-12-22
HECLA MNG CO NOTE CALL MAKE WHOLE 6. P 2014-05-12 2020-03-19
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-05-08 2020-08-07
ACACIA COMMUNICATIONS INC COM P 2019-11-11 2020-08-03
ANTHEM INC P 2018-04-04 2020-09-21
BROOKFIELD INFRASTRUCTURE PARTNL.P P 2019-02-12 2020-12-22
DOMINION ENERGY INC COM P 2019-10-11 2020-08-05
FACEBOOK INC-CLASS A P 2019-01-02 2020-04-14
WESTERN ASSET HIGH YIELD DEFIN COM P 2015-01-08 2020-06-08
MASTERCARD INCORPORATED CL A P 2018-07-09 2020-12-22
MICRON TECHNOLOGY INC P 2018-07-05 2020-01-17
PAYCOM SOFTWARE INC COM P 2019-06-17 2020-04-27
PVH CORPORATION COM P 2018-01-11 2020-09-21
VANECK VECTORS ETF TR SEMICONDUCTOR P 2020-06-16 2020-09-21
VALERO ENERGY CORP COM P 2018-05-29 2020-12-22
HECLA MNG CO NOTE CALL MAKE WHOLE 6. P 2014-11-06 2020-03-19
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-05-14 2020-08-07
AGCO CORP COM P 2020-11-20 2020-12-22
DIGITAL TURBINE INC P 2020-09-09 2020-12-22
BROOKFIELD INFRASTRUCTURE CORP COM S P 2019-02-12 2020-04-14
DELTA AIR LINES INC P 2020-11-20 2020-12-22
FREEPORT-MCMORAN INCCOM P 2017-08-16 2020-12-22
FIRST TR EXCHANGE-TRADED FD IV FIRST P 2018-04-24 2020-08-24
MASTERCARD INCORPORATED CL A P 2017-10-06 2020-11-20
MICRON TECHNOLOGY INC P 2018-07-09 2020-01-17
PAYCHEX INC COM P 2019-08-05 2020-05-08
PAYPAL HLDGS INC COM P 2017-11-30 2020-12-22
STARWOOD PPTY TR INCCOM P 2015-04-14 2020-12-22
VALERO ENERGY CORP COM P 2019-06-06 2020-12-22
HECLA MNG CO NOTE CALL MAKE WHOLE 6. P 2015-03-12 2020-03-19
MOLYCORP INC DEL NOTE CALL MAKE WHOL P 2014-04-21 2020-08-07
AMERICAN INTERNATIONAL GROUP INC P 2020-03-13 2020-11-20
DIGITAL TURBINE INC P 2020-09-09 2020-11-20
BROOKFIELD INFRASTRUCTURE CORP COM S P 2019-02-12 2020-04-02
DOCUSIGN INC COM P 2020-06-10 2020-06-11
DIREXION SHS ETF TR FLIGHT TO SAFT P 2020-02-21 2020-08-24
ICLICK INTERACTIVE ASIA GROUP LTD P 2020-09-09 2020-09-21
METHANEX CORP COM P 2018-05-21 2020-08-31
MICRON TECHNOLOGY INC P 2018-06-25 2020-01-17
PAYCHEX INC COM P 2020-03-13 2020-05-08
PAYPAL HLDGS INC COM P 2017-11-30 2020-04-14
TELADOC HEALTH INC COM P 2020-05-21 2020-08-24
VALERO ENERGY CORP COM P 2020-03-13 2020-12-22
ICAHN ENTERPRISES LP/CORP NOTE 5.875 P 2016-06-27 2020-02-03
PDL BIOPHARMA INC NOTE 2.75000% 12/0 P 2016-11-17 2020-09-09
AMERICAN INTERNATIONAL GROUP INC P 2019-10-11 2020-04-14
ARK ETF TR INNOVATION ETF P 2020-06-16 2020-09-21
CROWN CASTLE INTL CORP NEW COM P 2019-11-11 2020-12-22
ECOPETROL S A SPONSORED ADS P 2018-05-29 2020-04-24
CORNING INC P 2019-11-11 2020-10-28
INTEL CORP COM P 2019-10-11 2020-12-22
METHANEX CORP COM P 2018-05-29 2020-08-31
MICRON TECHNOLOGY INC P 2018-05-23 2020-01-17
PAYCHEX INC COM P 2020-03-24 2020-05-08
QUALCOMM INC P 2019-01-02 2020-12-22
TELADOC HEALTH INC COM P 2020-06-25 2020-08-24
VIPER ENERGY PARTNERS LP COM UNT RP P 2017-01-19 2020-08-24
ICAHN ENTERPRISES LP/CORP NOTE 5.875 P 2017-01-06 2020-02-03
ALBEMARLE CORP COM P 2019-10-11 2020-12-22
ARK ETF TR INNOVATION ETF P 2020-08-05 2020-09-21
CROWN CASTLE INTL CORP NEW COM P 2020-03-13 2020-12-22
EURONET WORLDWIDE INC P 2019-07-30 2020-03-10
CORNING INC P 2019-12-09 2020-10-28
INTEL CORP COM P 2020-11-05 2020-12-22
METHANEX CORP COM P 2019-04-09 2020-08-31
NORTHROP GRUMMAN CORP COM P 2019-09-10 2020-02-14
PHI GROUP INC COM P 2016-08-12 2020-12-22
QUALCOMM INC P 2018-09-12 2020-11-20
TELEDYNE TECHNOLOGIES INC P 2019-12-27 2020-09-21
VIPER ENERGY PARTNERS LP COM UNT RP P 2020-03-24 2020-08-24
JPMORGAN CHASE BK N A CD 2.15000% 06 P 2020-01-06 2020-12-17
(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 13,579   15,645 -2,066
b 15,970   6,729 9,241
c 9,330   6,841 2,489
d 13,434   7,566 5,868
e 5,104   7,308 -2,204
4,663   4,503 160
20,044   13,911 6,133
101,924   101,597 327
20,023   20,012 11
1,973   7,445 -5,472
17,808   17,584 224
5,211   1,824 3,387
1   1  
    63,535 -63,535
13,579   5,040 8,539
22,418   13,298 9,120
14,150   11,646 2,504
18,270   18,944 -674
13,250   12,910 340
3,800   3,993 -193
37,375   35,222 2,153
101,288   101,597 -309
7,787   7,759 28
1,076   4,038 -2,962
6,576   7,536 -960
15,130   7,503 7,627
1   1  
    8,718 -8,718
39,759   11,471 28,288
13,740   12,458 1,282
14,150   12,011 2,139
22,322   23,082 -760
15,553   21,963 -6,410
33,229   7,901 25,328
36,348   35,222 1,126
33,282   28,815 4,467
8,897   7,498 1,399
538   2,167 -1,629
18,995   18,975 20
2,063   876 1,187
12,643   14,071 -1,428
    5,437 -5,437
28,020   14,711 13,309
23,491   27,995 -4,504
17,043   17,934 -891
16,656   16,419 237
5,184   4,896 288
21,138   18,388 2,750
19,167   18,688 479
11,192   4,698 6,494
14,305   8,380 5,925
2,134   3,684 -1,550
9,019   11,264 -2,245
27,550   19,991 7,559
8,429   5,160 3,269
    2,763 -2,763
28,020   15,137 12,883
14,488   6,225 8,263
17,043   18,816 -1,773
6,499   8,953 -2,454
2,220   4,841 -2,621
21,138   24,500 -3,362
9,198   9,317 -119
22,385   9,665 12,720
16,504   20,302 -3,798
1,467   2,373 -906
41,956   46,839 -4,883
21,192   21,142 50
43,559   40,819 2,740
    2,641 -2,641
42,030   22,943 19,087
6,392   7,700 -1,308
28,476   27,714 762
6,374   8,953 -2,579
5,551   11,334 -5,783
2,130   7,490 -5,360
9,540   11,630 -2,090
22,385   9,827 12,558
26,350   9,050 17,300
800   1,287 -487
11,722   13,689 -1,967
14,345   4,581 9,764
14,520   9,465 5,055
    1,930 -1,930
8,111   19,588 -11,477
6,347   7,700 -1,353
60,554   28,153 32,401
11,680   14,094 -2,414
1,110   1,946 -836
4,259   16,257 -11,998
12,720   12,423 297
42,464   15,162 27,302
18,645   23,589 -4,944
400   691 -291
6   7 -1
17,747   12,566 5,181
21,142   9,394 11,748
14   14  
8,111   19,391 -11,280
14,439   8,698 5,741
60,554   23,113 37,441
9,072   10,923 -1,851
2,598   5,273 -2,675
4,259   13,476 -9,217
48,901   44,185 4,716
10,616   4,698 5,918
5,000   9,150 -4,150
20,119   19,930 189
4   5 -1
37,638   36,110 1,528
9,586   9,394 192
3   2 1
8,111   12,966 -4,855
57,754   32,325 25,429
18,163   6,989 11,174
18,535   17,731 804
7,795   14,522 -6,727
8,646   14,981 -6,335
10,119   10,006 113
12,246   20,037 -7,791
11,305   5,739 5,566
13,052   11,847 1,205
2   3 -1
7,699   10,099 -2,400
16,771   20,029 -3,258
2   1 1
11,710   11,407 303
25,309   23,575 1,734
18,163   5,718 12,445
33,049   31,317 1,732
17,793   16,039 1,754
1,198     1,198
3,373   2,218 1,155
7,962   5,578 2,384
11,305   5,069 6,236
6,228   5,923 305
14,871   15,082 -211
5,436   10,488 -5,052
40,000   39,200 800
1   1  
10,197   9,989 208
25,309   22,517 2,792
24,908   18,237 6,671
23,813   24,669 -856
8,896   6,854 2,042
22,721   24,610 -1,889
33,280   19,992 13,288
14,090   13,181 909
11,305   10,981 324
9,648   21,354 -11,706
5,488   4,979 509
5,436   12,003 -6,567
17,000   15,985 1,015
1   1  
10,314   9,178 1,136
9,000   3,701 5,299
2,170   1,815 355
19,595   18,772 823
12,126   7,347 4,779
9,939   9,984 -45
66,077   28,583 37,494
14,090   13,322 768
13,490   16,108 -2,618
12,082   3,754 8,328
28,793   35,306 -6,513
5,436   7,479 -2,043
8,000   7,200 800
       
11,484   7,773 3,711
7,898   4,934 2,964
20   18 2
15,283   14,909 374
26,899   25,950 949
11,063   11,993 -930
6,404   20,018 -13,614
676   832 -156
6,745   6,802 -57
38,229   26,278 11,951
21,260   17,720 3,540
10,872   8,790 2,082
37,000   34,688 2,312
62,076   56,000 6,076
7,703   16,497 -8,794
17,824   13,156 4,668
29,176   24,607 4,569
9,544   21,280 -11,736
1,588   1,501 87
9,197   10,440 -1,243
2,616   7,893 -5,277
10,596   10,456 140
6,745   5,900 845
14,541   5,793 8,748
21,260   19,973 1,287
30,719   35,760 -5,041
3,000   3,016 -16
21,920   10,310 11,610
4,456   4,268 188
9,214   8,648 566
15,313   23,776 -8,463
3,176   2,257 919
4,598   4,570 28
2,255   5,853 -3,598
37,080   35,143 1,937
2,870   11,556 -8,686
29,671   14,132 15,539
23,393   26,175 -2,782
20,480   11,497 8,983
50,000   49,750 250
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       -2,066
b       9,241
c       2,489
d       5,868
e       -2,204
      160
      6,133
      327
      11
      -5,472
      224
      3,387
       
      -63,535
      8,539
      9,120
      2,504
      -674
      340
      -193
      2,153
      -309
      28
      -2,962
      -960
      7,627
       
      -8,718
      28,288
      1,282
      2,139
      -760
      -6,410
      25,328
      1,126
      4,467
      1,399
      -1,629
      20
      1,187
      -1,428
      -5,437
      13,309
      -4,504
      -891
      237
      288
      2,750
      479
      6,494
      5,925
      -1,550
      -2,245
      7,559
      3,269
      -2,763
      12,883
      8,263
      -1,773
      -2,454
      -2,621
      -3,362
      -119
      12,720
      -3,798
      -906
      -4,883
      50
      2,740
      -2,641
      19,087
      -1,308
      762
      -2,579
      -5,783
      -5,360
      -2,090
      12,558
      17,300
      -487
      -1,967
      9,764
      5,055
      -1,930
      -11,477
      -1,353
      32,401
      -2,414
      -836
      -11,998
      297
      27,302
      -4,944
      -291
      -1
      5,181
      11,748
       
      -11,280
      5,741
      37,441
      -1,851
      -2,675
      -9,217
      4,716
      5,918
      -4,150
      189
      -1
      1,528
      192
      1
      -4,855
      25,429
      11,174
      804
      -6,727
      -6,335
      113
      -7,791
      5,566
      1,205
      -1
      -2,400
      -3,258
      1
      303
      1,734
      12,445
      1,732
      1,754
      1,198
      1,155
      2,384
      6,236
      305
      -211
      -5,052
      800
       
      208
      2,792
      6,671
      -856
      2,042
      -1,889
      13,288
      909
      324
      -11,706
      509
      -6,567
      1,015
       
      1,136
      5,299
      355
      823
      4,779
      -45
      37,494
      768
      -2,618
      8,328
      -6,513
      -2,043
      800
       
      3,711
      2,964
      2
      374
      949
      -930
      -13,614
      -156
      -57
      11,951
      3,540
      2,082
      2,312
      6,076
      -8,794
      4,668
      4,569
      -11,736
      87
      -1,243
      -5,277
      140
      845
      8,748
      1,287
      -5,041
      -16
      11,610
      188
      566
      -8,463
      919
      28
      -3,598
      1,937
      -8,686
      15,539
      -2,782
      8,983
      250
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 2 305,835
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 40,926
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 5,688
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,688
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,688
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,639
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,700
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,339
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 651
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet651 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    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 ofbulletJENNIFER L WILSON Telephone no.bullet (260) 432-2233

    Located atbullet5642 COVENTRY LANEFORT WAYNEIN ZIP+4bullet468047140
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RICHARD S RIFKIN TRUSTEE
    0.50     		0 0 0
    5642 COVENTRY LANE
    FORT WAYNE,IN46804
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,328,471
    b
    Average of monthly cash balances.......................
    1b
    435,884
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,764,355
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,764,355
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    101,465
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,662,890
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    333,145
    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
    333,145
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,688
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,688
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    327,457
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    327,457
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    327,457
    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
    977,575
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    977,575
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    977,575
    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 7 327,457
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 396,943
    e From 2019...... 508,401
    fTotal of lines 3a through e........ 905,344
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 977,575
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		977,575
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 327,457 327,457
    (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 1,555,462
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,555,462
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 69,486
    d Excess from 2019.... 508,401
    e Excess from 2020.... 977,575
    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).)
    DANIEL M RIFKIN
    RICHARD S RIFKIN
    MARTIN S RIFKIN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BLESSINGS IN A BACKPACK
    111 EAST WAYNE STREET
    SUITE 555
    FORT WAYNE,IN46802     		  PC NUTRITIONAL NEEDS FOR CHILDREN 1,000
    CONGREGATION ACHDUTH VESHOLOM
    5200 OLD MILL ROAD
    FORT WAYNE,IN46807     		  PC RELIGIOUS 11,200
    TEACH OUR CHILDREN FUND INC
    2510 E DUPONT ROAD
    FORT WAYNE,IN46825     		  PC EDUCATION LEARNING FOR DISADVANTAGED 15,000
    THE LITERACY ALLIANCE INC
    1005 W RUDISILL BLVD
    SUITE 307
    FORT WAYNE,IN46807     		  PC ACADEMIC SERVICES 17,500
    ALLIANCE FOR EATING DISORDERS
    AWARNESS INC
    1649 FORUM STE 2
    WEST PALM BEACH,FL33401     		  PC PROMOTES POSITIVE BODY IMAGE 505,000
    TRUSTEES OF BOSTON UNIVERSITY
    595 COMMONWEALTH AVE
    SUITE 700
    BOSTON,MA02115     		  PC GLAUCOMA RESEARCH FUND 60,000
    CANCER ALLIANCE OF HELP AND HOPE
    PO BOX 3292
    PALM BEACH,FL33480     		  PC ASSIST CANCER PATIENTS 4,200
    COMMUNITY HARVEST FOOD BANK
    OF NORTHEAST INDIANA INC
    999 E TILLMAN ROAD
    FORT WAYNE,IN46855     		  PC KIDS BACKPACK FOOD PROGRAM 25,000
    FORT WAYNE JEWISH FEDERATION
    5200 OLD MILL ROAD
    FORT WAYNE,IN46807     		  PC RELIGIOUS 100,000
    FORT WAYNE ZOOLOGICAL SOCIETY INC
    3411 SHERMAN STREET
    FORT WAYNE,IN46808     		  PC EDUCATIONAL INTERPRETER PROGRAM 30,000
    FORT WAYNE PHILHARMONIC ORCHESTRA
    4901 FULLER DRIVE
    FORT WAYNE,IN46835     		  PC SUPPORT FOR CONCERTS PROGRAM 15,000
    INDIANA UNIVERSITY FOUNDATION
    1001 EAST 17TH STREET
    BLOOMINGTON,IN47408     		  PC IU GOLF COURSE CAPITAL PROJECT 50,000
    NICKLAUS CHILDRENS HEALTH CARE FND
    11770 US HWY ONE STE 308
    NORTH PALM BEACH,FL33408     		  PC CHILDRENS HEALTH CARE 24,250
    TURNSTONE CTR FOR CHILDREN & ADULTS
    WITH DISABILITIES INC
    3320 NORTH CLINTON STREET
    FORT WAYNE,IN46805     		  PC SERVICES TO DISABLED INDIVIDUALS 2,500
    ALZHEIMER'S ASSOCIATION
    4618 E STATE BLVD
    FORT WAYNE,IN46815     		  PC SUPPORT & PROMOTES BRAIN HEALTH 5,000
    UNIVERSITY OF MIAMI
    PO BOX 016880
    MIAMI,FL33101     		  PC OPTHALMOLOGY ACADEMIC FUND 2,500
    BIG BROTHERS BIG SISTERS OF NE IN
    1005 W RUDISILL BLVD
    FORT WAYNE,IN46807     		  PC MENTORING PROGRAMS TO CHILDREN 2,375
    BOYS & GIRLS CLUB OF FORT WAYNE
    2609 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		  PC EDUCATIONAL SUPPORT & HOT MEALS 25,000
    HEARING THE OVARIAN CANCER WHISPER
    360 CYPRESS DRIVE STE 4
    JUPITER,FL33469     		  PC RESEARCH IN OVARIAN CANCER 5,000
    FORT WAYNE BALLET INC
    300 E MAIN STREET
    FORT WAYNE,IN46802     		  PC QUALITY PERFORMANCES, DANCE EDUC 5,000
    JUNIOR ACHIEVEMENT OF NORTHERN IN
    FOUNDATION INC
    550 E WALLEN ROAD
    FORT WAYNE,IN46825     		  SO III NFI FINANCIAL LITERACY LESSONS FOR KIDS 300
    JUPITER MEDICAL CENTER FOUNDATION
    1210 SOUTH OLD DIXIE HWY
    JUPITER,FL33458     		  PC HEALTH CARE TO JUPITER COMMUNITY 50,000
    ZETA BETA TAU FOUNDATION
    3905 VINCENNES ROAD
    SUITE 100
    INDIANAPOLIS,IN46268     		  PC ACADEMIC SCHOLARSHIP 500
    STEUBEN COCUNTY HUMANE SOCIETY INC
    PO BOX 204
    ANGOLA,IN46703     		  PC COMMUNITY HUMANE SHELTER 250
    INDIANA UNIVERSITY FOUNDATION
    1001 E 17TH STREET
    BLOOMINGTON,IN47408     		  PC SPORTS SCHOLARSHIPS 12,500
    CHILDRENS HOPE INC
    7922 W JEFFERSON BLVD
    FORT WAYNE,IN46804     		  PC MINIMAL COST HOUSING TO FAMILIES 500
    PARKVIEW FOUNDATION INC
    10622 PARKVIEW PLAZA DR
    FORT WAYNE,IN46845     		  SO I EDUCATION 2,000
    TROY CENTER
    1911 E BUSINESS 30
    COLUMBIA CITY,IN46725     		  PC EDUCATION 2,000
    JAMES WHITCOMB RILEY MEMORIAL
    ASSOCIATION
    30 S MERIDIAN STREET
    SUITE 200
    INDIANANPOLIS,IN46204     		  PC PEDIATRIC RESEARCH, EDUCATION & CARE 2,000
    ORLAND COMMUNITY VOLUNTEER FIRE
    DEPT INC
    4820 N SR 37
    ORLAND,IN46776     		  PC FIRE & RESCUE SERV NW STEUBEN CTY 500
    FORT WAYNE RESCUE MISSION
    MINISTRIES INC
    404 E WASHINGTON BLVD
    FORT WAYNE,IN46802     		  PC ASSISTANCE FOR HOMELESS 500
    LAKE GAGE HISTORICAL SOCIETY INC
    6850 W SOUTH LAKE GAGE DR
    ANGOLA,IN46703     		  PC EDUCATION & PRESERVATION 1,000
    Total .................................bullet 3a 977,575
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 171,950  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 300,015  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSEC 121 GAIN (LOSS)     		        -2,732
    bROYALTY INCOME         2
    cOTHER INCOME         12
    d           42,647
    eENERGY TRANSFER LP 523000 -9,946      
    fGENESIS ENERGY LP 523000 -29,552      
    gGPB HOLDINGS II LP 523000 -1,831      
    hSUMMIT MIDSTREAM PARTNERS L 523000 1,400      
    12 Subtotal. Add columns (b), (d), and (e).. -39,929 471,965 39,929
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    471,965
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    RIFKIN FAMILY FOUNDATION
     
    Employer identification number

    31-1192429
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    RIFKIN FAMILY FOUNDATION
          		Employer identification number
    31-1192429
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MARTIN S RIFKIN
    211 BEARS CLUB DRIVE
     
    JUPITER, FL33477

    		$ 555,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    RICHARD S RIFKIN
    168 BEARS CLUB DRIVE
     
    JUPITER, FL33477

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DANIEL M RIFKIN
    3920 HERON PRESERVE TRAIL
     
    FORT WAYNE, IN46814

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    RIFKIN FAMILY FOUNDATION
          		Employer identification number

    31-1192429
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    RIFKIN FAMILY FOUNDATION
          		Employer identification number

    31-1192429
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    BOOK/1099 DIFFERENCE   PURCHASE       5,820     -5,820  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PHI INC ESCROW BOND    
    GEO GROUP INC NOTE CALL 19,143 19,840
    COLONY CAPITAL INC BOND 1,791 1,963
    CCF HLDGS LLC SER B NOTE 144A 73,913 114
    SPRINT CAP CORP MTN BE NOTE 64,203 96,586
    FLUIDIGM CORPORATION BOND 27,975 42,158
    CORPORATE BONDS    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ATLASSIAN CORPORATION PLC COM 5,473 17,540
    PENTAIR PLC (PNR) 15,951 15,927
    RENAISSANCERE HLDGS LTD COM(RNR) 36,215 33,164
    GARMIN LTD COM CHF10.00 (GRMN) 17,096 17,949
    MELLANOX TECHNOLOGIES LTD COM STK 34,343  
    GASLOG PARTNERS LP UNIT LTD PTNRP 64,839 32,640
    KNOT OFFSHORE PARTNERS LP COM 40,593 30,120
    AGCO CORP COM 9,178 10,309
    AT&T INC COM 49,250 43,140
    ABBOTT LABORATORIES(ABT) 48,405 87,592
    ABBVIE INC COM 41,390 64,290
    ADAMS DIVERSIFIED EQUITY FUND INC 38,866 51,870
    ALBEMARLE CORP COM 10,310 22,128
    ALIGN TECHNOLOGY INC COM 4,486 10,688
    ALTRIA GROUP INC 36,695 41,000
    AMAZON.COM INC (AMZN) 44,652 81,423
    AMEDISYS INC (AMED) 5,633 14,667
    ANTHEM INC (ANTM) 30,740 32,109
    APPLE INC COM 54,789 172,497
    AUTONATION INC COM 17,928 20,937
    BERKSHIRE HATHAWAY INC COM 40,488 46,374
    BEST BUY CO INC COM 23,881 19,958
    BROOKFIELD ASSET MGMT INC CL A LTD V 29,321 41,270
    CCF HLDGS LLC 144A    
    CADENCE DESIGN SYSTEMS INC COM 29,418 54,572
    CAMECO CORP COM NPV 18,980 26,800
    CIENA CORP (CIEN) 10,005 14,005
    COSTCO WHOLESALE CORP COM 57,665 75,356
    DIGITAL TURBINE INC(APPS) 3,701 8,484
    DUKE ENERGY CORP NEW COM NEW 24,059 22,890
    DYNATRACE INC COM NEW (DT) 19,955 21,678
    ENERGY TRANSFER LP COM UT LTD PTN 276,249 61,800
    ERICSSON SPON ADR REP 1 CL B ORD 7,496 9,930
    FIFTH THIRD BANCORP(FITB) 12,717 13,785
    FIORE GOLD INC COM NPV 12,795 11,303
    FLOWSERVE CORP COM 16,533 18,425
    FORD MTR CO DEL COM (F) 17,470 17,580
    FREEPORT-MCMORAN INC COM 7,347 13,010
    GENERAL ELECTRIC CO COM 19,509 21,600
    GENESIS ENERGY L P UNIT LTD PARTN 216,098 30,429
    GENUINE PARTS CO COM 19,476 20,086
    GLOBAL PAYMENTS INC (GPN) 32,013 64,626
    GRAVITY CO LTD SPON ADS EA REP 1 ORD 10,485 18,074
    GUGGENHEIM STRATEGIC OPPORTUN COM SB 14,670 19,400
    HAIN CELESTIAL GROUP INC(HAIN) 26,858 40,150
    HOLLYFRONTIER CORP (HFC) 18,308 12,925
    HOME DEPOT INC (HD) 47,356 66,405
    INTERACTIVE BROKERS GROUP INC COM CL 15,992 18,276
    INTUITIVE SURGICAL INC(ISRG) 24,524 40,905
    KRAFT HEINZ CO COM (KHC) 13,603 17,330
    L BRANDS INC COM (LB) 19,792 18,595
    LAM RESEARCH CORP COM 33,303 35,420
    LANDSTAR SYSTEM INC (LSTR) 17,265 20,199
    LENNAR CORP COM 45,398 45,738
    LOCKHEED MARTIN CORP COM 70,786 88,745
    MANULIFE FINANCIAL CORP COM NPV 14,412 17,820
    MASTERCARD INCORPORATED CL A(MA) 69,095 107,082
    MICROSOFT CORP (MSFT) 86,127 166,815
    MOLINA HEALTHCARE INC(MOH) 31,205 31,902
    NAPCO SECURITY TECHNOLOGIES INC 21,583 26,220
    NEWELL BRANDS INC COM(NWL) 10,182 10,615
    NEXTERA ENERGY INC COM 95,774 154,300
    NEXTERA ENERGY PARTNERS LP COM UNIT 47,937 134,100
    NVIDIA CORPORATION COM(NVDA) 51,967 156,660
    OWENS CORNING COM 14,202 15,152
    PAYPAL HLDGS INC COM(PYPL) 25,410 70,260
    PFIZER INC (PFE) 32,343 36,810
    PHILLIPS 66 COM (PSX) 74,826 69,940
    PINNACLE FINANCIAL PARTNERS COM 15,987 19,320
    PROGRESSIVE CORP COM (PGR) 16,696 29,664
    PULTE GROUP INC COM 17,460 17,248
    QUALCOMM INC (QCOM) 33,091 60,936
    RAYTHEON TECHNOLOGIES CORP 25,570 25,029
    RENEWABLE ENERGY GROUP INC(REGI) 10,603 17,705
    S&P GLOBAL INC COM(SPGI) 27,252 49,310
    SS&C TECHNOLOGIES HLDGS INC COM 18,771 36,375
    SEAGEN INC COM (SGEN) 15,081 17,514
    SERVICENOW INC COM 43,524 110,086
    STERLING BANCORP(STL) 7,826 8,990
    SUMMIT MIDSTREAM PARTNERS LP COM 86,343 5,408
    TELEDYNE TECHNOLOGIES INC(TDY) 22,747 29,398
    TEXAS INSTRUMENTS INC COM 33,054 49,239
    TEXTRON INC (TXT) 12,566 24,165
    THE TRADE DESK INC COM CL A(TTD) 10,688 28,035
    THERMO FISHER SCIENTIFIC INC (TMO) 27,477 46,578
    UNITEDHEALTH GROUP INC(UNH) 78,885 140,272
    VIATRIS INC COM (VTRS) 1,818 2,324
    VISA INC (V) 59,965 109,365
    WASTE MANAGEMENT INC (WM) 22,371 23,586
    WEST PHARMACEUTICAL SERVICES INC 17,052 22,665
    WESTERN ASSET HIGH YIELD DEFIN COM 119,307 130,037
    ZILLOW GROUP INC CL C CAP STK(Z) 12,525 25,960
    ZOETIS INC (ZTS) 25,548 49,650
    FARMLAND PARTNERS INC 38,879 38,385
    VOLKSWAGEN AG UNSPON ADS 35,400 37,298
    CORPORATE STOCK    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY ADVISOR INTL SMALL CAP CL I AT COST 44,359 56,152
    FIDELITY ADVISOR BIOTECHNOLOGY CL I AT COST 96,289 125,475
    KOPERNIK GLOBAL ALL CAP FUND INSTL AT COST 180,831 212,584
    GRIFFIN INSTL ACCESS REAL ESTATE FD AT COST 248,440 230,968
    ARK ETF TR INNOVATION ETF(ARKK) AT COST 95,387 124,490
    ARK ETF TR GENOMIC REV ETF (ARKG) AT COST 70,826 93,260
    DIREXION SHS ETF TR FLIGHT TO SAFT AT COST 25,950 25,775
    INVESCO QQQ TR UNIT SER 1(QQQ) AT COST 19,924 25,727
    INVESCO EXCH TRADED FD TR II MSCI GB AT COST 26,781 33,571
    ISHARES TR EXPANDED TECH(IGV) AT COST 43,371 53,115
    RENAISSANCE IPO ETF(IPO) AT COST 32,160 32,245
    VANECK VECTORS ETF TR SEMICONDUCTOR AT COST 15,088 21,842
    VANGUARD SPECIALIZED FUNDS DIV APP AT COST 138,843 141,170
    FIRST TR EXCHANGE-TRADED FD AT COST 37,255 38,060
    FIRST TR EXCHANGE TRADED FD IV AT COST 153,336 154,410
    FIRST TRUST TCW OPP FIXED IN(FIXD) AT COST 49,155 54,730
    JANUS HENDERSON SHORT DURATION AT COST 200,773 201,880
    PIMCO ETF TRUST ENHANCED SHORT AT COST 101,597 102,040
    AGNC INVT CORP COM (AGNC) AT COST 17,943 15,600
    AMERICAN TOWER CORP COM AT COST 32,947 33,669
    ARBOR REALTY TRUST INC COM (ABR) AT COST 27,382 42,540
    BLACKSTONE REAL ESTATE INCOME AT COST 221,163 273,151
    SEALY INDUSTRIAL PARTNERS LP CLASS R AT COST 100,000 99,998
    HANNON ARMSTRONG SUSTAINABLE AT COST 16,405 63,430
    INVITATION HOMES INC COM(INVH) AT COST 22,396 33,413
    STARWOOD PPTY TR INC COM (STWD) AT COST 35,775 28,950
    GPB HOLDINGS II LP AT COST 100,000 78,591
    OTHER INVESTMENTS AT COST    

    TY 2020 OtherExpensesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISC/OTHER EXPENSES   524    


    TY 2020 OtherIncreasesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Description Amount
    ADJUSTMENT TO COST BASIS 7,140
    PARTNERSHIP DISTRIBUTIONS 19,213


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDELITY INVESTMENT FEES 33,430 33,430    


    TY 2020 TaxesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,396 1,200    
    EXCISE TAXES 1,090