Form990-PF
Click to see list of attachments

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
Wallace H Coulter Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)790 NW 107th Ave No 215
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Miami, FL331723158
A Employer identification number

31-1546126
B Telephone number (see instructions)

(305) 559-2991
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$78,528,079J 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 79,721 79,721  
4 Dividends and interest from securities... 872,280 872,280  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 877,923
b Gross sales price for all assets on line 6a 100,879,076
7 Capital gain net income (from Part IV, line 2)... 1,854,932
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,347 104,445  
12 Total. Add lines 1 through 11........ 1,832,271 2,911,378  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,769,852 101,104   1,631,042
14 Other employee salaries and wages...... 854,075 9,683   805,849
15 Pension plans, employee benefits....... 784,679 29,670   725,263
16a Legal fees (attach schedule)......... Click to see attachment 56,790 0   56,790
b Accounting fees (attach schedule)....... Click to see attachment 192,307 0   178,307
c Other professional fees (attach schedule).... Click to see attachment 1,175,107 459,087   736,561
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 73,129 8,518   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 173,348 7,555   165,790
21 Travel, conferences, and meetings....... 67,934 0   64,100
22 Printing and publications.......... 58,701 2,323   58,701
23 Other expenses (attach schedule)....... Click to see attachment 210,122 4,314   700,524
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,416,044 622,254   5,122,927
25 Contributions, gifts, grants paid....... 13,592,776 24,958,403
26 Total expenses and disbursements. Add lines 24 and 25 19,008,820 622,254   30,081,330
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,176,549
b Net investment income (if negative, enter -0-) 2,289,124
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......... 12,586,765 20,185,360 20,185,833
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.......... 89,290 209,204 209,204
10a Investments—U.S. and state government obligations (attach schedule) 12,692,391 Click to see attachment7,395,250 7,673,003
b Investments—corporate stock (attach schedule)....... 24,717,844 Click to see attachment11,993,654 12,621,416
c Investments—corporate bonds (attach schedule)....... 26,493,786 Click to see attachment9,514,434 10,225,007
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 42,335,854 Click to see attachment39,574,129 26,458,676
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,328,570 Click to see attachment1,239,248 Click to see attachment1,154,940
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 120,244,500 90,111,279 78,528,079
Liabilities 17 Accounts payable and accrued expenses.......... 1,075,284 711,724
18 Grants payable................. 27,339,647 15,974,020
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) Click to see attachment4,641,927 Click to see attachment3,414,442
23 Total liabilities (add lines 17 through 22)......... 33,056,858 20,100,186
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........... 87,187,642 70,011,093
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 87,187,642 70,011,093
30 Total liabilities and net assets/fund balances (see instructions). 120,244,500 90,111,279
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
87,187,642
2
Enter amount from Part I, line 27a .....................
2
-17,176,549
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
70,011,093
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
70,011,093
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 PUBLICLY TRADED SECURITIES      
b DISPOSITION OF L.P. QUAKER BIOVENTURES P   2020-12-31
c DISPOSITION OF L.P. AFFINITY VENTURES P   2020-12-31
d FORWARD VENTURES V LP P    
e HATTERAS VENTURE PARTNERS IV LP P    
INTERWEST PARTNERS VIII, LP P    
MEMPHIS BIOMED VENTURES II LP P    
QUAKER BIOVENTURES, LP P    
THOMAS, MCNERNEY & PARTNERS, LP P    
TRIATHLON MEDICAL VENTURES LP P    
WESTERN ASSET US CORE PLUS, LLC P    
569.53 UNITS CG WESTN AST CORE PLUS LLC P 2006-03-31 2020-01-29
601.40 UNITS CF WESTN AST CORE PLUS LLC P 2006-03-31 2020-04-28
13231.81 UNITS CF WESTN AST CORE PLUS LLC P 2006-03-31 2020-04-07
562.95 UNITS CF WESTN AST CORE PLUS LLC P 2006-03-31 2020-07-29
564.2 UNITS CF WESTN AST CORE PLUS LLC P 2006-03-31 2020-10-28
REDEMPTION OF 8334.84 UNITS CEP EQUITY MARKET NEUTRAL FUND P 2014-01-01 2020-06-30
(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 89,811,281   87,965,935 1,845,346
b       -3,801
c       -17,521
d       11,005
e       -317,816
      -1,160,196
      294
      -92,699
      251
      -27,605
      382,553
14,000   6,215 7,785
14,000   6,266 7,734
3,000,000   1,378,661 1,621,339
14,000   5,865 8,135
14,000   5,878 8,122
8,011,795   8,429,789 -417,994
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,845,346
b       -3,801
c       -17,521
d       11,005
e       -317,816
      -1,160,196
      294
      -92,699
      251
      -27,605
      382,553
      7,785
      7,734
      1,621,339
      8,135
      8,122
      -417,994
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 1,854,932
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 31,819
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 31,819
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 31,819
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 92,845
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 92,845
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 61,026
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet61,026 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)
    bulletFL, DE, CA
    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 Click to see attachment.............
    11
    Yes
     
    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 addressbulletwww.whcf.org
    14
    The books are in care ofbulletSue Van President Telephone no.bullet (305) 559-2991

    Located atbullet790 NW 107TH AVENUE 215MIAMIFL ZIP+4bullet331273158
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletAU, AS, BE, CA, DA, FI, FR, GM, HK, IT, JA, MX, NL, NO, PO, SN, SW, SZ, UK
    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
     
    No
    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
     
    No
    .........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). Click to see attachment
    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
    Sue Van President, CEO
    40.00     		421,892 85,301 0
    790 NW 107th Ave 215
    Miami,FL33172
    Wayne Barlin V. Pres., General Counsel
    40.00     		370,408 98,394 0
    790 NW 107th Ave 215
    Miami,FL33172
    Susan Racher V. Pres., CFO
    40.00     		379,742 101,749 0
    790 NW 107th Ave 215
    Miami,FL33172
    Susie Sands V. Pres., Asian Programs
    40.00     		269,612 76,184 0
    790 NW 107th Ave 215
    Miami,FL33172
    Elias Caro V. Pres., Technology Dev.
    40.00     		328,198 30,188 0
    790 NW 107th Ave 215
    Miami,FL33172
    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
    Gregory Thornton Controller
    40.00     		254,987 106,904 0
    790 NW 107th Ave 215
    Miami,FL33172
    Dennis Van Program Manager
    40.00     		230,699 102,614 0
    790 NW 107th Ave 215
    Miami,FL33172
    Joan Van Program Manager
    40.00     		181,561 61,403 0
    790 NW 107th Ave 215
    Miami,FL33172
    Eduardo Callejas Program Manager
    40.00     		111,142 74,098 0
    790 NW 107th Ave 215
    Miami,FL33172
    Sheila Hedden Office Manager
    40.00     		75,686 47,844 0
    790 NW 107th Ave 215
    Miami,FL33172
    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
    Crossroads Consulting Inc Project Consultant 300,000
    1825 K Street NW Suite 450
    Washington,DC20006
    Dr Rifat Pamukcu Project Consultant 180,000
    2 Pump House
    Spring House,PA19477
    Northern Trust Company Investment Management/Custodial 151,439
    50 S LaSalle Street
    Chicago,IL60675
    Infor Inc Computer Consulting/Management 120,983
    13560 Morris Road Suite 4100
    Alpahretta,GA30004
    Deloitte & Touche LLP Audit 120,863
    333 SE 2nd Avenue Suite 3600
    Miami,FL33131
    Total number of others receiving over $50,000 for professional services.............bullet4
    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
    50,793,406
    b
    Average of monthly cash balances.......................
    1b
    17,737,574
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,035,254
    d
    Total (add lines 1a, b, and c).........................
    1d
    80,566,234
    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
    80,566,234
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,208,494
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    79,357,740
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,967,887
    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
    3,967,887
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    31,819
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,819
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,936,068
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,936,068
    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
    3,936,068
    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
    30,081,330
    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
    30,081,330
    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
    30,081,330
    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 3,936,068
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 16,988,046
    b From 2016...... 14,367,261
    c From 2017...... 18,118,614
    d From 2018...... 21,262,164
    e From 2019...... 27,842,302
    fTotal of lines 3a through e........ 98,578,387
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 30,081,330
    a Applied to 2019, but not more than line 2a 0
    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..... 3,936,068
    e Remaining amount distributed out of corpus 26,145,262
    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 5 124,723,649
    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 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		16,988,046
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		107,735,603
    10 Analysis of line 9:
    a Excess from 2016.... 14,367,261
    b Excess from 2017.... 18,118,614
    c Excess from 2018.... 21,262,164
    d Excess from 2019.... 27,842,302
    e Excess from 2020.... 26,145,262
    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:
    Wayne A Barlin Vice President Gener
    790 NW 107th Avenue Suite 215
    Miami,FL33172
    (305) 559-2991
    bThe form in which applications should be submitted and information and materials they should include:
    See explanation below
    cAny submission deadlines:
    See explanation below
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Wallace H. Coulter Foundation continues Wallace's lifelong work through three main initiatives. The Translational Research Partnership Program promotes academic translational research based in biomedical engineering in order to improve patient care. The Biomedical Societies Program supports leading medical societies to bring the latest education and standards of care to resource-limited countries. The Asian American Pacific Islander and Native American Program focuses on building a consortium among organizations to establish one cohesive community to promote collaboration and partnership in civic engagement and health disparities.
    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
    AFN Education Fund
    3000 A St Ste 210
    Anchorage,AK99503     		  PC 2020 Census activities 40,000
    AFN Education Fund
    3000 A St Ste 210
    Anchorage,AK99503     		  PC General support grant. 100,000
    American Nicaraguan Foundation
    1000 NW 57th Court Suite 170
    Miami,FL33126     		  PC General Support 100,000
    American Nicaraguan Foundation
    1000 NW 57th Court Suite 170
    Miami,FL33126     		  PC General Support 25,000
    Anti-Defamation League of B'nai B'rith
    605 Third Avenue
    New York,NY10158     		  PC General Support 10,000
    APANO Communities United Fund
    2788 SE 82nd Ave Suite 203B
    Portland,OR97266     		  PC General support grant. 450,000
    Arizona Heart Foundation Inc
    1910 E Thomas Rd
    Phoenix,AZ85016     		  PC General Support 10,000
    Asian & Pacific Islander American Health Forum
    One Kaiser Plaza Suite 850
    Oakland,CA94612     		  PC General support grant. 250,000
    Asian & Pacific Islander American Vote
    1612 K Street NW Suite 510
    Washington,DC20006     		  PC General support grant. 500,000
    Asian & Pacific Islander American Vote
    1612 K Street NW Suite 510
    Washington,DC20006     		  PC General support grant. 500,000
    Asian American Federation Inc
    120 Wall St 9th Floor
    New York,NY10005     		  PC General support grant. 125,000
    Asian American Legal Defense and Education Fund
    99 Hudson Street 12th Floor
    New York,NY10013     		  PC General support grant. 400,000
    Asian Americans Advancing Justice-AAJC Inc
    1620 L Street NW
    Washington,DC20036     		  PC Matching grant for a broad agenda including capacity building and civic engagement. 500,000
    Asian Americans Advancing Justice-Asian Law Caucus
    55 Columbus Ave
    San Francisco,CA94111     		  PC Matching grant for a broad agenda including capacity building and civic engagement. 400,000
    Asian Americans Advancing Justice-Atlanta
    5680 Oakbrook Parkway Suite 148
    Atlanta,GA30093     		  PC General support grant. 200,000
    Asian Americans Advancing Justice-Chicago
    4753 N Broadway Suite 502
    Chicago,IL60640     		  PC Matching Grant for a broad agenda including capacity building and civic engagement. 500,000
    Asian and Pacific Islander American Vote - Michigan
    336 Lenox Drive
    Canton,MI48188     		  PC General support grant. 200,000
    Asian Community Development Council
    10275 Rainbow Boulevard Suite 253
    Las Vegas,NV89145     		  PC General support grant. 450,000
    Asian Community Development Council
    10275 Rainbow Boulevard Suite 253
    Las Vegas,NV89145     		  PC General support grant. 400,000
    Asian Counseling and Referral Service
    3639 Martin Luther King Jr Way S
    Seattle,WA98144     		  PC General support grant. 250,000
    Asian Health Services
    101 8th Street Suite 100
    Oakland,CA94607     		  PC General Support 20,000
    Asian Health Services
    101 8th Street Suite 100
    Oakland,CA94607     		  PC General support grant. 50,000
    Asian Pacific Development Center of Colorado
    1537 Alton Street
    Aurora,CO80010     		  PC General support grant. 100,000
    Asian Pacific Environmental Network
    426 17th Street Suite 500
    Oakland,CA94612     		  PC General support grant. 66,667
    Asian Pacific Fund
    465 California Street Suite 809
    San Francisco,CA94104     		  PC General Support 10,000
    Asian Services in Action Inc
    730 Carroll St
    Akron,OH44304     		  PC General support grant. 250,000
    Association of Asian-Pacific Community Health Organization
    101 Callan Avenue Suite 400
    San Leandro,CA94577     		  PC General support grant. 500,000
    Association of Asian-Pacific Community Health Organizations
    101 Callan Avenue Suite 400
    San Leandro,CA94577     		  PC General support grant. 50,000
    Ballot Initiative Strategy Ctr Foundation
    1660 L St NW Suite 605
    Washington,DC20036     		  PC General Support 40,000
    Be The Match Foundation
    500 N 5th Street
    Minneapolis,MN55401     		  PC General Support 10,000
    Canal Alliance
    91 Larkspur Street
    San Rafael,CA94901     		  PC General Support 5,000
    CAPI USA
    5930 Brooklyn Boulevard
    Minneapolis,MN55429     		  PC General support grant. 175,000
    Center for Domestic Peace
    734 A Street
    San Rafael,CA94901     		  PC General Support 5,000
    Center for Pan Asian Community Services Inc
    3510 Shallowford Road NE
    Atlanta,GA30341     		  PC General support grant. 394,500
    Chinatown Progressive Association aka Chinese Progressive Association Bosto
    28 Ash Street
    Boston,MA02111     		  PC General support grant. 350,000
    Christian Servanthood Foundation
    13010 N US 183 224
    Austin,TX78750     		  PC 2020 Census activities 100,000
    Committee of 100 Inc
    257 Park Avenue South 19th Floor
    New York,NY10010     		  PC General support grant. 100,000
    Community Partners
    1000 North Alameda Street Suite 240
    Los Angeles,CA90012     		  PC General support grant. 500,000
    Council for Native Hawaiian Advancement
    91-1270 Kinoiki Street Building 1
    Kapolei,HI96707     		  PC General support grant. 225,000
    Fair Elections Center
    1825 K Street NW Suite 450
    Washington,DC20006     		  PC General support grant. 100,000
    First Alaskans Institute
    606 E St Suite 200
    Anchorage,AK99501     		  PC General support grant. 100,000
    FL Philanthropic Network
    5421 Beaumont Center Blvd 655
    Tampa,FL33634     		  PC General Support 8,000
    Florida Philanthropic Network Inc
    5421 Beaumont Center Blvd 655
    Tampa,FL33634     		  PC General support grant. 250,000
    Freedom Inc
    2030 South Park Street
    Madison,WI53713     		  PC General support grant. 250,000
    Healthy Start Coalition of Miami-Dade Inc
    7205 NW 19th St Suite 500
    Miami,FL33126     		  PC General Support 2,500
    Illinois Coalition For Immigrant and Refugee Rights
    228 S Wabash Avenue Suite 800
    Chicago,IL60604     		  PC General support grant. 250,000
    Immigrant Legal Resource Center
    1458 Howard Street
    San Francisco,CA94103     		  PC General support grant. 521,470
    Institute for Asian Pacific American Leadership & Advancement
    815 16th Street NW 2nd Floor-IAPALA
    Washington,DC20006     		  PC General support grant. 550,000
    Lawton Alternative School PTA
    1570 31st Ave
    San Francisco,CA94122     		  PC General Support 5,000
    Lupus Foundation of America
    2121 K Street NW Suite 200
    Washington,DC20037     		  PC General Support 65,000
    Lupus Foundation of America
    2121 K Street NW Suite 200
    Washington,DC20037     		  PC General Support 20,000
    Marin Senior Coordinating Council Inc
    930 Tamalpais Avenue
    San Rafael,CA94901     		  PC General Support 5,000
    Miami Foundation for Mental Health Inc
    7205 NW 19th St Suite 210
    Miami,FL33126     		  PC General Support 25,000
    NAMI Miami-Dade County Inc
    299 Alhambra Circle Suite 224
    Coral Gables,FL33134     		  PC General Support 42,500
    National Coalition for Asian Pacific American Community Development
    1628 16th street NW 4th Floor
    Washington,DC20009     		  PC General support grant. 100,000
    National Congress of American Indians Fund
    1516 P St NW
    Washington,DC20005     		  PC General support grant. 1,000,000
    National Korean American Service & Education Consortium Inc
    4300 N California Ave C/O Hana
    Center
    Chicago,IL60618     		  PC General support grant. 466,666
    National Partnership for New Americans
    1818 S Paulina St
    Chicago,IL60608     		  PC General support grant. 750,000
    National Tongan American Society
    3007 South West Temple Building H
    Salt Lake City,UT84115     		  PC General support grant. 365,000
    National Urban Indian Family Coalition
    4000 Aurora Avenue North Suite 102
    Seattle,WA98103     		  PC General support grant. 1,000,000
    Native American Rights Fund
    1506 Broadway
    Boulder,CO80302     		  PC General support grant. 250,000
    Nat'l Queer Asian Pacific Islander Alliance
    217 West 18th Street Box 1277
    New York,NY10011     		  PC General Support 15,000
    Nava Education Project
    PO BOX 35698
    Albuquerque,NM87176     		  PC General support grant. 250,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC General support grant. 500,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC General support grant. 150,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC General support grant. 100,000
    New Virginia Majority Education Fund
    3801 Mount Vernon Ave
    Alexandria,VA22305     		  PC General support grant. 250,000
    New York Historical Society
    170 Central Park West
    New York,NY10024     		  PC General Support 1,000
    New York Immigration Coalition Inc
    131 West 33rd St Suite 610
    New York,NY10001     		  PC General support grant. 250,000
    Nonprofit VOTE Inc
    2464 Massachusetts Ave Suite 210
    Cambridge,MA02140     		  PC General support grant. 100,000
    North Carolina Asian Americans Together
    711 Hillsborough Street Suite 102
    Raleigh,NC27603     		  PC General support grant. 100,000
    North East Medical Services
    2171 Junipero Serra Blvd
    Daly City,CA94014     		  PC General Support 15,000
    OCA Greater Phoenix Chapter
    7121 East 1st Avenue
    Scottsdale,AZ85251     		  PC General Support 15,000
    Orange County Asian and Pacific Islander Community Alliance
    12912 Brookhurst Street Suite 410
    Garden Grove,CA92840     		  PC General support grant. 250,000
    Organization of Chinese Americans of Greater Houston
    9800 Town Park Suite 142
    Houston,TX77036     		  PC General support grant. 250,000
    RxMP Therapeutics Inc
    790 NW 107th Ave
    Miami,FL33172     		  NC Grant to further research relating to the control of hemmorhage and treatment of excessive bleeding or related disorders. 600,000
    Sacred Pipe Resource Center
    400 W Main
    Mandan,ND58554     		  PC General support grant. 200,000
    Santa Clara County Asian Law Alliance Inc
    991 West Hedding Street Suite 202
    San Jose,CA95126     		  PC General support grant. 250,000
    Sierra Health Foundation Center for Health Program Management
    1321 Garden Highway
    Sacramento,CA95833     		  PC General support grant. 100,000
    Southeast Asia Resource Action Center
    1628 16th Street NW
    Washington,DC20009     		  PC General support grant. 450,000
    Southeast Asian Coalition
    4520 N Tryon Street 22
    Charlotte,NC28213     		  PC General support grant. 150,000
    Southeast Asian Mutual Assistance Associations Coalition Inc
    1711 S Broad Street 2nd Floor
    Philadelphia,PA19148     		  PC General support grant. 400,000
    State Leadership Project
    1101 Haynes Street Suite 205
    Raleigh,NC27604     		  PC General Support 25,000
    State Leadership Project
    1101 Haynes Street Suite 205
    Raleigh,NC27604     		  PC General Support 25,000
    State Voices
    1616 P Street NW Suite 200
    Washington,DC20036     		  PC General support grant. 1,000,000
    State Voices
    1616 P Street NW Suite 220
    Washington,DC20036     		  PC General support grant. 75,000
    Tennessee Immigrant & Refugee Rights Coalition
    2195 Nolensville Pike
    Nashville,TN37211     		  PC General support grant. 250,000
    The Florida Bar Foundation
    875 Concourse Parkway S Suite 195
    Maitland,FL327519823     		  PC General Support 100
    The Miami Foundation
    40 Northwest 3rd Street Suite 305
    Miami,FL33156     		  PC General Support 30,000
    The Pew Charitable Trusts
    901 E Street NW
    Washington,DC20004     		  PC Establishment of Asian American Focus Groups to represent and communicate the diverse experiences and identities of Asian Americans 100,000
    Tides Center
    1012 Torney Ave
    San Francisco,CA94129     		  PC General support grant. 250,000
    U of M Miller School of Medicine
    1500 NW 12th Ave Suite 102
    Miami,FL33136     		  PC General Support 110,000
    University of Miami
    1500 NW 12th Ave Suite 102
    Miami,FL33136     		  PC Medical Research 2,600,000
    Vietnamese American Young Leaders Association aka VAYLA New Orleans
    13235 Chef Menteur Hwy Suite A
    New Orleans,LA70129     		  PC General support grant. 360,000
    Voter Registration Project
    1725 DeSales Street NW Suite 650
    Washington,DC20036     		  PC General support grant. 1,000,000
    Western Native Voice
    310 N 27th Box 1018
    Billings,MT59103     		  PC General support grant. 250,000
    Total .................................bullet 3a 24,958,403
    bApproved for future payment
    Center on Civic Engagement
    1825 K Street NW Suite 450
    Washington,DC20006     		  PC General Support 800,000
    Community Partners
    1000 North Alameda Street Suite 240
    Los Angeles,CA90012     		  PC General Support 500,000
    Immigrant Legal Resource Center
    1458 Howard Street
    San Francisco,CA94103     		  PC General Support 750,000
    Total .................................bullet 3b 2,050,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 79,721  
    4 Dividends and interest from securities....     14 872,280  
    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 2,347  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 877,923  
    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 1,832,271 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,832,271
    (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:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 63,754 0   63,754
    AUDIT 120,863 0   110,863
    TAX 7,690 0   3,690

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Association of University Technology Managers
          		111 Deer Lake Road Suite 100
    Deerfield,IL60015     		2013-04-10 750,000 Development of continuing education courses for university technology managers, development of a learning management system and an impact study of medical device technology development. 750,000 No 4/10/15, 4/8/16, 4/19/17, 12/15/17, 10/22/19, 8/20/20   To the knowledge of the Foundation and based on the grantee's reports no portion of the funds have been diverted from the purpose of the grant and no verification efforts have been considered necessary.
    RxMP Therapeutics Inc
          		University of Miami
    Miami,FL33124     		2019-10-02 250,000 Grant to further research relating to the control of hemmorhage and treatment of excessive bleeding or related disorders. 250,000 No 12/31/19, 12/31/20   To the knowledge of the Foundation and based on the grantee's reports no portion of the funds have been diverted from the purpose of the grant and no verification efforts have been considered necessary.
    RxMP Therapeutics Inc
          		University of Miami
    Miami,FL33124     		2020-02-18 600,000 Grant to further research relating to the control of hemmorhage and treatment of excessive bleeding or related disorders. 573,661 No 12/31/20   To the knowledge of the Foundation and based on the grantee's reports no portion of the funds have been diverted from the purpose of the grant and no verification efforts have been considered necessary.
    RxMP Therapeutics Inc
          		University of Miami
    Miami,FL33124     		2013-10-22 1,700,000 A Program related investment to conduct research relating to the control of hemmorhage and treatment of excessive bleeding or related disorders. 1,700,000 No 3/31/17, 6/30/17, 9/30/17, 12/31/17, 12/31/18, 12/31/19, 12/31/20   To the knowledge of the Foundation and based on the grantee's reports no portion of the funds have been diverted from the purpose of the grant and no verification efforts have been considered necessary.

    TY 2020 GeneralExplanationAttachment
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Identifier Return Reference Explanation
    STATEMENT OF CONTROLLED ENTITIES FORM 990-PF LINE VII-A, LINE 11 NAME OF CONTROLLED ENTITY: RxMP THERAPEUTICS, INC.EMPLOYER ID: 82-3928186ADDRESS: 790 NW 107TH AVE MIAMI, FL 33172EXCESS BUSINESS HOLDING: NOTRANSFERS FROM CONTROLLED ENTITY: $400,000DESCRIPTION OF TRANSFER: CASH- RESEARCH GRANTNAME OF CONTROLLED ENTITY: CEP EQUITY MARKET NEUTRAL LTD FUNDEMPLOYER ID NO: FOREIGNUSADDRESS: C/O MAPLES CORPORATE SERVICES UGLAND HOUSE #309, GRAND CAYMAN, KY-1105, CAYMAN ISLANDSEXCESS BUSINESS HOLDING: NO
    Supplemental Disclosure to Form 990-PF SUPPLEMENTAL DISCLOSURE For the tax year ended December 31, 2020 the Foundation's net unrealized gains on investments per books in the amount of $1,770,662 are not included on Page 1, Part I column (a).

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 3.2% 08-21-2029 83,424 84,055
    AIR LEASE CORP 3.625% 12-01-2027 98,945 107,951
    AMAZON COM INC 2.7% DUE 06-03-2060 74,112 80,201
    AMERN HOMES 4 RENT 4.25% DUE 02-15-2028 71,703 86,237
    AMERN TOWER CORP 1.3% DUE 09-15-2025 99,719 102,108
    APACHE CORP 5.1% DUE 09-01-2040 76,559 79,969
    APPALACHIAN PWR CO FIXED 3.7% DUE 05-01-2050 74,557 90,017
    AT&T INC 4.35% DUE 03-01-2029 74,631 89,450
    BANK AMER CORP FIXED 2.496% DUE 02-13-2031 175,000 185,862
    BOARDWALK 5.95% DUE 06-01-2026 83,237 88,704
    BOEING CO 3.6% 05-01-2034 100,042 105,294
    BROADCOM INC 5.0% DUE 04-15-2030 88,928 91,171
    CAP 1 FINL CORP 3.75% DUE 03-09-2027 124,618 142,652
    CARRIER GLOBAL CORP 3.577% DUE 04-05-2050 101,545 111,902
    CENTERPOINT ENERGY INC 4.25% 11-01-2028 74,699 88,865
    CHARTER 6.484% DUE 10-23-2045 75,590 106,084
    CHENIERE CORPUS CHRISTI HLDGS LLC 5.125% 06-30-2027 111,107 118,298
    CHEVRON CORP NEW FIXED 3.078% DUE 05-11-2050 75,000 83,721
    CITIGROUP INC 2.876% DUE 07-24-2023 220,641 233,726
    COMCAST CORP NEW FIXED 3.969% DUE 11-01-2047 82,863 94,044
    CONAGRA BRANDS INC 1.375% DUE 11-01-2027 74,113 75,692
    CONCHO RES INC 3.75% DUE 10-01-2027 101,121 114,291
    CUBESMART L P FIXED 2% DUE 02-15-2031 99,074 100,270
    CVS HEALTH CORP 4.3% DUE 03-25-2028 27,047 29,749
    CVS HEALTH CORP 4.78% DUE 03-25-2038 48,207 63,349
    DDR CORP FIXED 4.25% DUE 02-01-2026 25,203 26,993
    DDR CORP FIXED 4.7% DUE 06-01-2027 79,627 82,119
    DIAMONDBACK ENERGY 2.875% DUE 12-01-2024 99,959 105,115
    DOLLAR TREE INC 4% DUE 05-15-2025 75,424 84,691
    ENTERGY TEX INC 3.55% DUE 09-30-2049 74,383 86,517
    EXELON GENERATION 5.6 DUE 06-15-2042 80,429 85,433
    EXPEDIA GROUP INC 3.25% DUE 02-15-2030 99,225 104,074
    FEDEX CORP 4.4% DUE 01-15-2047 73,855 94,764
    FIRSTENERGY CORP 4.85% 07-15-2047 24,842 31,112
    FLOWSERVE CORP 3.5% DUE 10-01-2030 99,656 106,744
    FORD MTR CR CO LLC 4.271% DUE 01-09-2027 101,288 105,500
    GEN MTRS FINL CO FIXED 4.35% DUE 01-17-2027 107,574 113,839
    GOLDMAN SACHS FIXED 3.5% DUE 04-01-2025 99,964 111,099
    HCA INC 5.25% DUE 06-15-2049 73,896 99,060
    HUNTSMAN INTL LLC 4.5% 05-01-2029 98,719 115,217
    INTERPUBLIC GROUP COS INC 4.65% 10-01-2028 49,833 60,390
    JPMORGAN CHASE & 3.625% DUE 12-01-2027 71,322 85,240
    KEMPER CORP DEL 2.4% DUE 09-30-2030 99,859 101,806
    KEYBANK NATL ASSN CLEV OH GLOBAL BK 3.9% 04-13-2029 74,738 86,994
    KIMBERLY CLARK 1.05% DUE 09-15-2027 50,000 50,679
    KINDER MORGAN 5.5 DUE 03-01-2044 74,726 94,787
    MARATHON PETE CORP 3.8% 04-01-2028 48,593 55,740
    MARATHON PETE CORP 5.125% 05-22-2019 25,540 29,799
    MARRIOTT INTL INC NEW 5.75% DUE 05-01-2025 REG 55,617 58,485
    MCDONALDS CORP 4.45% DUE 03-01-2047 REG 74,877 97,450
    NEXTERA ENERGY CAP FIXED 2.75% DUE 05-01-2025 49,929 54,091
    NEXTERA ENERGY CAP HLDGS INC 2.25% DUE 06-01-2030/05-12-2020 REG 75,950 78,631
    O REILLY AUTOMOTIVE INC NEW 1.75% 03-15-2031 99,544 100,154
    PHILLIPS 66 2.15% 12-15-2030 99,701 101,517
    PROLOGIS L P 2.125% DUE 04-15-2027 49,917 53,652
    PVTPL HYUNDAI CAPITAL AMERICA INC BNDS 3.25% DUE 09-20-2022 74,996 78,084
    PVTPL T-MOBILE USA INC 4.5% DUE 04-15-2050 24,894 30,835
    PVTPL T-MOBILE USA INC SR SECD NT 144A 3.875% DUE 04-15-2030/04-09-2020 BEO 24,820 28,955
    SABINE PASS LIQUEFACTION LLC 5.0% 03-15-2027 104,290 117,907
    SEMPRA ENERGY 4% DUE 02-01-2048 74,452 89,365
    SYNCHRONY FINL 3.7% DUE 08-04-2026 89,204 110,993
    VALERO ENERGY CORP NEW 2.85% DUE 04-15-2025 REG 105,763 106,504
    VERISK ANALYTICS FIXED 3.625% DUE 05-15-2050 74,228 87,412
    VERIZON 4.5% DUE 08-10-2033 95,744 94,636
    VISA INC FIXED 2% DUE 08-15-2050 98,928 95,505
    VULCAN MATLS CO 4.5% 06-15-2047 74,718 92,908
    WASTE MGMT INC DEL 2.5% DUE 11-15-2050/11-17-2020 REG 98,998 101,036
    WELLS FARGO & CO FIXED 2.572% DUE 02-11-2031 100,000 106,106
    WESTN GAS PARTNERS 5.3% 03-01-2048 75,358 74,322
    XCEL ENERGY INC .5% DUE 10-15-2023 124,883 125,355
    CMO J P MORGAN CHASE COML MTG SECS TR 2006-L CL A-MS 5.337 DUE 05-15-2047 218,632 203,840
    MBRT 2019-MBR FLTG RT .976% DUE 11-15-2036 348,354 345,604
    MSBAM COML MTG SECS TR 2012-CKSV CL-C 144A FRN 10-15-2030 65,625 66,162
    PVTPL CMO BB-UBS TR 2012-TFT COML MTG CLA 144A 2.8922 06-05-2030 120,859 122,017
    PVTPL CMO COLONY MTG CAP LTD SR 19-IKPR CL A FLTG 11-15-2038 296,923 290,229
    PVTPL INVITATION HOMES TRUST SR 17-SFR2 CL A FLTG 12-17-2036 BEO 134,408 134,605
    PVTPL VERICREST OPPORTUNITY LOAN SER 19-NPL6 CLS A1A VAR RT 10-25-2049 158,907 159,131
    PVTPL VOLT LXXXIV LLC ASSET BACKED NT SR 2019-NPL10 144A CL A-1-A 0% 12-27 87,985 88,203
    CMO CMO SRS 15-SC02 CLS 1A 3% DUE 09-25-2045 BEO 37,060 39,704
    PVTPL CMO VERUS SECURITIZATION SER 19-3 CLS A1 VAR RT 07-25-2059 84,855 86,757
    NUTRIEN LTD FIXED 3.95% DUE 05-13-2050 85,525 91,474
    TENCENT HLDGS LTD 3.595% DUE 01-19-2028 74,215 82,795
    PVTPL EDF S A 4.5% 09-21-2028 76,168 89,462
    SOCIETE GENERALE 2.625% DUE 10-16-2024 149,610 158,937
    TOTAL CAP INTL 3.127% DUE 05-29-2050 REG 75,000 81,282
    WEA FIN LLC 2.875% DUE 01-15-2027 100,850 102,716
    DEUTSCHE BK AG N Y FIXED 3.7% DUE 05-30-2024 100,000 107,572
    DEUTSCHE BK AG N Y FLTG RT 2.129% DUE 11-24-2026 100,000 102,344
    PVTPL ENEL FIN INTL N V 4.625 09-14-2025 74,527 87,345
    PVTPL INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. 4% DUE 09-23-2029 130,927 140,921
    MIZUHO FINL GROUP INC 1.979% DUE 09-08-2031/09-08-2030 REG 200,000 203,554
    SUMITOMO MITSUI FINANCIAL GROUP INC SUB NT 2.142% 09-23-2030 49,344 50,204
    ANGLO AMERN CAP 4% DUE 09-11-2027 99,117 114,830
    PVTPL CREDIT SUISSE GROUP AG VAR DUE 06-12-2024 BEO 100,418 108,342
    PVTPL UBS GROUP FUNDING (SWITZERLAND) 3.491% 05-23-2023 76,862 78,047
    PVTPL TSMC GLOBAL LTD 1% DUE 09-28-2027/09-28-2020 BEO 99,603 99,031
    PVTPL TSMC GLOBAL LTD 1.375% DUE 09-28-2030/09-28-2020 BEO 99,083 98,172
    BP CAP MKTS P L C 4.375% DUE 12-29-2049 100,000 107,005
    HSBC HLDGS PLC 1.589% DUE 05-24-2027 REG 25,000 25,423
    HSBC HLDGS PLC FIXED 3.95% DUE 05-18-2024 50,000 53,933
    PVTPL IMPERIAL BRANDS FIN PLC 3.5% 07-26-2026 99,093 110,686
    PVTPL STANDARD CHARTERED PLC SUB NT 144A5.7% DUE 03-26-2044 BEO 65,271 67,067
    STD CHARTERED PLC 2.819% DUE 01-30-2026 75,442 79,444
    VODAFONE GROUP PLC 4.25% DUE 09-17-2050 REG 82,823 92,892

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Name of Stock End of Year Book Value End of Year Fair Market Value
    #REORG/BMC STOCK MERGER BUILDERS 2014659 01-04-2021 13,222 27,324
    #REORG/WPX STOCK MERGER DEVON 2276844 01-07-2021 16,910 22,087
    AAR CORP COM 14,128 22,348
    ABERCROMBIE & FITCH CO CL A 3,978 3,583
    ABM INDS INC COM 13,545 17,369
    ACADIA HEALTHCARE CO INC COM 11,588 20,657
    ACADIA RLTY TR COM 25,062 26,322
    ADIENT PLC ADIENT PLC LTD COM 17,498 36,995
    AECOM 6,264 10,454
    AIR TRANS SVCS GROUP INC COM STK 9,992 12,943
    ALERUS FINL CORP COM 2,997 3,722
    ALLEGHENY TECHNOLOGIES INC COM 10,761 11,236
    ALLEGIANT TRAVEL CO COM 7,143 12,490
    ALLETE INC COM NEW 25,123 23,351
    ALLSCRIPTS HEALTHCARE SOLUTIONS INC 10,863 14,036
    AMALGAMATED BK NEW YORK COM 4,321 3,806
    AMERICAN EAGLE OUTFITTERS INC NEW COM 16,430 25,088
    AMERIS BANCORP COM 25,101 31,750
    AMERISAFE INC COM 6,657 10,165
    AMN HEALTHCARE SVCS INC COM 8,472 13,650
    AON PLC 34,831 88,100
    ARCBEST CORP COM USD0.01 9,170 14,422
    ARCONIC CORPORATION COM USD0.01 23,726 36,535
    ARENA PHARMACEUTICALS INC COM NEW COM NEW 11,297 13,292
    ASGN INCORPORATED COMN STK USD0.01 12,940 30,823
    ASTEC INDS INC COM 17,522 20,258
    AT HOME GROUP INC COM 2,592 1,902
    ATLANTIC UN BANKSHARES CORP COM 26,373 25,891
    AUTOLIV INC COM STK 18,727 27,446
    AVANOS MED INC COM 19,469 24,179
    AVIENT CORPORATION 29,688 49,262
    AZEK CO INC CL A CL A 2,258 3,153
    BANCORPSOUTH BK TUPELO MISS COM 13,378 26,205
    BANNER CORP COM NEW COM NEW 15,032 25,531
    BEACON ROOFING SUPPLY INC COM 14,429 21,421
    BERKLEY W R CORP COM 20,319 47,357
    BIG LOTS INC COM 1,785 2,104
    BIOGENEX LAB COM 1 0
    BK HAW CORP COM 6,665 6,819
    BOTTOMLINE TECHNOLOGIES DE INC COM 12,174 14,451
    BOYD GAMING CORP COM 19,339 37,297
    BRADY CORP CL A 12,605 13,416
    BRIGHAM MINERALS INC CL A CL A 13,664 8,594
    BRINKER INTL INC COM 12,137 26,248
    BROOKLINE BANCORP INC DEL COM BROOKLINE BANCORP INC + 10,808 13,304
    BRP GROUP INC CL A CL A 11,059 17,083
    BRYN MAWR BK CORP COM STK 2,246 1,836
    BURLINGTON STORES INC COM 1,093 3,139
    CACTUS INC CL A CL A 12,252 14,990
    CAESARS ENTMT INC NEW COM 13,969 24,063
    CALLAWAY GOLF CO COM 7,608 9,628
    CAPRI HOLDINGS LTD COM NPV 16,272 23,478
    CASELLA WASTE SYS INC CL A COM STK 9,677 13,505
    CHAMPIONX CORPORATION COM USD0.01 WI 37,602 35,312
    CHART INDS INC COM PAR $0.01 COM PAR $0.01 14,563 32,510
    CHES UTILS CORP COM 8,453 12,336
    CIRCOR INTL INC COM 7,926 10,686
    CLEARWAY ENERGY INC CL A CL A 6,600 6,501
    CLEVELAND CLIFFS USD0.125 20,328 38,628
    CLOUDERA INC COM 14,633 16,414
    CNO FINL GROUP INC COM 4,409 6,802
    COEUR MNG INC COM NEW COM NEW 12,955 16,208
    COHU INC COM 12,884 26,459
    COLFAX CORP COM US .01 18,177 25,200
    COLUMBIA BKG SYS INC COM 23,345 29,977
    COLUMBUS MCKINNON CORP N Y COM 15,046 15,837
    COM ALCOA CORPORATION COM USD0.01 8,234 13,023
    COML METALS CO COM 8,556 10,332
    COMMUNITY BK SYS INC COM 10,354 27,229
    CONMED CORP COM 8,584 21,840
    CONNECTONE BANCORP INC NEW COM 11,200 13,714
    COOPER TIRE & RUBBER CO COM, NO PAR 8,905 12,798
    CROCS INC COM 7,263 18,485
    CTS CORP COM 8,076 17,131
    CUBIC CORP COM 5,053 5,211
    CVB FINL CORP COM 19,104 25,136
    CYRUSONE INC COM 5,998 18,434
    DARLING INGREDIENTS INC COMSTK 20,323 58,545
    DECKERS OUTDOOR CORP COM 1,558 2,868
    DOMTAR CORP COM NEW COM NEW 2,635 3,165
    DUCOMMUN INC DEL COM 8,856 11,492
    EASTGROUP PPTYS INC REIT 16,824 17,258
    EMCOR GROUP INC COM 9,475 21,676
    EMERGENT BIOSOLUTIONS INC COM 2,843 5,107
    EQT CORP COM 19,261 16,002
    FARO TECHNOLOGIES INC COM 11,042 14,832
    FB FINL CORP COM 18,928 19,727
    FEDERAL SIGNAL CORP COM 14,415 22,821
    FIRST FINL BANKSHARES INC COM 4,782 24,056
    FIRST LONG IS CORP COM 1,608 2,660
    FIRST MERCHANTS CORP COM 17,722 27,758
    FIRST MIDWEST BANCORP INC DEL COM 5,506 8,485
    FIRSTCASH INC COM 10,842 9,595
    FIVE BELOW INC COM USD0.01 1,945 5,249
    FTI CONSULTING INC COM 7,328 6,927
    FULLER H B CO COM 13,014 15,149
    GERMAN AMERICAN BANCORP INC COM 10,058 11,218
    GIBRALTAR INDS INC COM 10,216 17,050
    GLACIER BANCORP INC NEW COM 9,796 35,566
    GLOBUS MED INC CL A NEW COM STK 1,177 2,022
    GREAT WESTN BANCORP INC COM 8,498 10,220
    GREEN DOT CORP COM STK 12,410 14,173
    GRIFFON CORP COM 7,261 7,276
    HAMILTON LANE INC CL A CL A 12,226 16,625
    HEALTHCARE RLTY TR 26,002 27,794
    HELEN TROY LTD COM STK 4,368 5,999
    HERC HLDGS INC COM 17,139 23,044
    HERITAGE FINL CORP WASH COM 5,767 11,555
    HIGHWOODS PPTYS INC COM 16,574 16,684
    HOME BANCSHARES INC COM 7,501 18,993
    HOSTESS BRANDS INC CL A CL A 10,879 12,956
    HOULIHAN LOKEY INC CL A CL A 9,122 14,454
    HUDSON PACIFIC PROPERTIES INC COM 6,160 13,884
    ICF INTL INC COM STK 11,726 10,332
    IDACORP INC COM 14,388 14,789
    IMAX CORP COM 8,159 10,920
    INDEPENDENT BK CORP MASS COM 8,743 28,705
    INTERDIGITAL INC COM 11,543 11,893
    JACK IN THE BOX INC COM 8,107 13,549
    KAMAN CORP COM 12,186 23,195
    KB HOME COM 2,278 3,922
    KBR INC COM 31,981 48,808
    KENNAMETAL INC CAP 22,440 25,440
    KENNEDY-WILSON HLDGS INC COM 5,414 12,756
    KINSALE CAP GROUP INC COM 1,543 14,810
    KNOWLES CORP COM 8,941 10,818
    KRATON CORPORATION 7,676 8,170
    LAKELAND FINL CORP COM STK 5,810 25,183
    LAUREATE ED INC CL A CL A 9,840 7,600
    LIFE STORAGE INC COM 22,561 29,012
    LITHIA MTRS INC CL A CL A 9,625 24,877
    LIVANOVA PLC ORD GBP1.00 (DI) 9,259 11,189
    LIVE NATION ENTERTAINMENT INC 785 2,425
    LUMINEX CORP DEL COM 8,036 7,930
    MAGELLAN HEALTH INC COM NEW COM NEW 13,439 15,574
    MALIBU BOATS INC COM CL A COM CL A 4,405 7,805
    MANTECH INTL CORP CL A CL A 12,464 15,031
    MARRIOTT VACATIONS WORLDWIDE CORP COM 22,031 31,835
    MASTEC INC COM 24,155 37,567
    MERIT MED SYS INC COM 9,015 11,435
    MERITAGE HOMES CORP COM 7,986 23,935
    MGE ENERGY INC COM . 17,318 18,698
    MGIC INVT CORP WIS COM 21,636 25,778
    NATIONAL HEALTH INVS INC COM 28,793 30,020
    NAVISTAR INTL CORP NEW COM 4,346 5,495
    NETSCOUT SYS INC COM 11,535 15,136
    NEXSTAR MEDIA GROUP INC CL A CL A 10,416 22,384
    NMI HLDGS INC CL A CL A 18,529 17,191
    OCEANFIRST FINL CORP COM 17,047 16,301
    ONE GAS INC COM 37,973 32,013
    ONTO INNOVATION INC 14,304 21,350
    OPORTUN FINL CORP COM 3,181 3,913
    OWENS & MINOR INC NEW COM 8,102 10,117
    PAC PREMIER BANCORP COM 18,635 21,367
    PACWEST BANCORP DEL COM 7,564 10,084
    PALOMAR HLDGS INC COM 7,934 14,126
    PARK HOTELS & RESORTS INC COM 25,724 17,201
    PENN NATL GAMING INC COM 7,427 19,001
    PERFORMANCE FOOD GROUP CO COM 22,868 38,374
    PHYSICIANS RLTY TR COM 24,969 22,980
    PINNACLE FINL PARTNERS INC COM 4,134 20,222
    PJT PARTNERS INC COM CL A COM CL A 7,863 13,997
    PNM RES INC COM 7,486 14,510
    PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW 19,553 28,228
    PRA HEALTH SCIENCES INC COM 8,545 13,046
    PRESTIGE CONSUMER HEALTHCARE INC COM 7,761 9,485
    PRIMERICA INC COM 15,514 25,045
    PRIMO WATER CORPORATION CANADA COM NPV 1,543 1,552
    PROG HOLDINGS INC COM 12,065 14,222
    PROVIDENT FINL SVCS INC COM 2,708 4,346
    PS BUSINESS PKS INC CALIF COM 6,046 16,077
    QUAKER CHEM CORP COM 1,961 7,348
    RENASANT CORP COM 27,764 30,211
    RENB ENERGY GROUP INC COM STK 9,005 11,614
    RENT A CTR INC NEW COM 6,811 14,320
    RESIDEO TECHNOLOGIES INC COM USD0.001 20,759 28,276
    REXNORD CORP COM USD0.01 22,909 41,780
    RH COM 5,894 13,873
    RLI CORP COM 2,792 20,830
    RLJ LODGING TR COM REIT 33,758 25,017
    ROGERS CORP COM 20,117 24,381
    SAFEHOLD INC COM COM USD0.01 6,222 13,266
    SAIA INC COM STK 6,215 24,227
    SANDERSON FARMS INC COM 5,406 5,817
    SANDSTORM GOLD LTD COM NEW 4,535 4,861
    SANDY SPRING BANCORP INC CMT-COM 1,880 4,442
    SEAWORLD ENTMT INC COM 14,048 21,292
    SELECTIVE INS GROUP INC COM 18,642 27,328
    SEMTECH CORP COM 1,407 10,525
    SILICON LABORATORIES INC COM 13,401 14,389
    SIMPLY GOOD FOODS CO COM 11,510 17,781
    SJW GROUP COM STK USD1.042 14,315 14,080
    SKYWEST INC COM 11,046 13,060
    SLEEP NUMBER CORP COM 4,126 5,894
    SONIC AUTOMOTIVE INC CL A 6,482 10,414
    SOUTH ST CORP COM 22,404 36,005
    SPX FLOW INC COM 13,540 25,908
    STAG INDL INC COM 25,440 27,656
    STEPAN CO COM 1,466 2,028
    STIFEL FINL CORP COM 15,503 39,510
    SUMMIT MATLS INC CL A CL A 10,487 12,630
    SYNEOS HEALTH INC COM 8,991 15,397
    TAPESTRY INC COM USD0.01 15,009 21,663
    TAYLOR MORRISON HOME CORP COM USD0.00001 19,749 20,879
    TEGNA INC COM 12,907 13,266
    TENET HEALTHCARE CORP COM NEW . 10,227 21,882
    TERRENO RLTY CORP 19,264 23,755
    TIMKEN CO COM 11,147 19,263
    TOPBUILD CORP COM 3,279 15,647
    TOWNEBANK PORTSMOUTH VA COM 13,586 10,824
    TRICO BANCSHARES COM STK 7,035 14,923
    TRIMAS CORP COM NEW COM NEW 11,748 20,617
    TRONOX HOLDINGS PLC ORD USD0.01 4,147 4,415
    TTM TECHNOLOGIES INC COM 16,118 16,720
    UNITED CMNTY BK BLAIRSVILLE GA COM 29,724 32,251
    UTZ BRANDS INC COM USD0.0001 CL A 13,032 18,486
    VERINT SYS INC COM 5,718 13,973
    VIAVI SOLUTIONS INC COM NPV 8,045 18,329
    VIRTU FINL INC CL A CL A 2,710 4,556
    VISTEON CORP COM NEW COM NEW 5,219 11,297
    VONAGE HLDGS CORP COM 14,847 16,210
    WALKER & DUNLOP INC COM . 15,092 27,882
    WARRIOR MET COAL INC COM 4,021 3,752
    WASH FED INC COM 25,469 20,309
    WATTS WTR TECHNOLOGIES INC 6,754 15,578
    WILLSCOT MOBILE MINI HLDGS CORP COM USD0.01 12,804 19,370
    WOLVERINE WORLD WIDE INC COM 14,626 18,469
    WORKHORSE GROUP INC COM NEW COM NEW 4,679 4,411
    WYNDHAM DESTINATIONS INC COM STK 16,068 16,329
    ZUMIEZ INC COM 10,973 13,645
    PVTPL BIOGENEX LABOROATORIES SER D CONV PFD STK 4,999,999 0
    MFC ISHARES TR RUSSELL 2000 VALUE ETF 121,567 167,191
    Pulmonx Common 603,337 3,244,630
    Intact Medical 123,494 123,494
    NeuroPace, Inc 23,845 23,845
    BAWAG GROUP AG COMMON STOCK 73,446 71,695
    KBC GROEP NV NPV 50,652 47,307
    KINAXIS INC COM NPV 5,448 37,370
    AIR LIQUIDE(L') EUR5.50 19,503 38,437
    ARKEMA SA EUR10 12,782 23,338
    PERNOD RICARD NPV EUR 1.55 53,689 93,624
    SCHNEIDER ELECTRIC EUR4.00 46,217 76,715
    TELEPERFORMANCE SOCIETE EUROPEENNE 77,650 106,224
    TOTAL S.E EUR2.5 44,170 43,407
    ADIDAS AG 37,664 57,590
    BRENNTAG AG NPV 38,401 75,640
    DEUTSCHE BOERSE AG NPV(REGD) 12,803 33,394
    GERRESHEIMER AG NPV (BR) 51,305 95,234
    INFINEON TECHNOLOG ORD NPV (REGD) 37,760 78,082
    SAP SE 9,752 10,102
    SCOUT24 AG NPV 48,052 74,245
    STABILUS S.A. EUR0.01 27,428 22,592
    QIAGEN NV EUR0.01 37,260 42,174
    SAP SE-SPONSORED ADR 61,963 88,144
    AIA GROUP LTD NPV 41,087 58,809
    HKBN LTD HKD0.0001 11,595 17,333
    TECHTRONIC INDUSTR NPV 33,091 111,258
    INFOSYS LIMITED ADR 38,263 73,156
    KERRY GROUP 'AORD EUR0.125 84,020 110,535
    SMURFIT KAPPA GROUP PLC ORD EUR0.001 9,134 10,147
    CRH PLC EQUITY 86,554 107,304
    SMURFIT KAPPA GRP ORD EUR0.001 41,496 58,053
    CHECK PT SOFTWARE TECHNOLOGIES ORDILS.01 64,735 115,100
    NEXI SPA NPV 29,748 59,978
    BRIDGESTONE CORP NPV 64,380 49,165
    DAIKIN INDUSTRIES NPV 17,286 66,599
    HOYA CORP NPV 37,376 86,384
    ICHIGO INC 12,127 11,710
    KAO CORP NPV 11,878 19,299
    OTSUKA CORP NPV 15,494 15,836
    SANWA HOLDINGS NPV 68,716 74,510
    SCSK CORP NPV 35,118 40,002
    SHIONOGI & CO LTD NPV 27,042 30,018
    TECHNOPRO HLDGS IN NPV 29,013 41,406
    TERUMO CORP NPV 32,861 45,941
    TOKIO MARINE HOLDINGS INC NPV 37,551 46,271
    TOYOTA MOTOR CORP NPV 45,517 73,216
    ASML HOLDING NV EUR0.09 14,226 105,067
    HEINEKEN NV EUR1.60 95,198 110,273
    INTERTRUST NV EUR0.6 144A 32,613 29,041
    KONINKLIJKE PHILIP EUR0.20 58,765 72,905
    AERCAP HOLDINGS N.V. EUR0.01 22,406 29,354
    CONSTELLIUM SE (FRANCE) EUR0.02 CLASS A 11,402 19,978
    SBANKEN ASA 23,066 35,376
    GOLAR LNG LIMITED 16,040 10,855
    DBS GROUP HLDGS NPV 48,337 49,260
    ASSA ABLOY SER'B'NPV (POST SPLIT) 79,290 94,709
    JULIUS BAER GRUPPE CHF0.02 (REGD) 40,999 59,138
    LONZA GROUP AG CHF1 (REGD) 23,222 57,913
    NOVARTIS AG CHF0.50 (REGD) 66,250 76,463
    PARTNERS GROUP HLG CHF0.01 (REGD) 9,842 68,239
    ROCHE HLDGS AG GENUSSCHEINE NPV 69,248 112,211
    SGS SA CHF1 (REGD) 19,105 48,329
    SIG COMBIBLOC GROU CHF0.01 43,481 88,996
    SONOVA HOLDING AG COMMON STOCK 46,205 80,921
    TECAN GROUP AG CHF0.10 (REGD) 16,347 73,613
    UBS GROUP AG CHF0.10 (REGD) 45,645 44,748
    UNILEVER PLC ORD GBP 0.031111 72,718 82,235
    BARRATT DEVELOPMENTS ORD GBP0.10 20,881 26,093
    BUNZL PLC ORD GBP0.32142857 72,002 126,131
    CLINIGEN GROUP PLC ORD GBP0.001 40,127 39,722
    DCC ORD EUR0.25 62,553 77,788
    DIAGEO ORD PLC 58,835 57,084
    ELECTROCOMPONENTS ORD GBP0.10 62,177 95,777
    FERGUSON PLC ORD GBP0.10 64,792 107,717
    FEVERTREE DRINKS ORD GBP0.0025 54,339 72,851
    IBSTOCK PLC ORD GBP0.01 37,580 37,804
    LONDON STOCK EXCHANGE GROUP ORD GBP0.06918604 22,723 49,870
    PRUDENTIAL GBP0.05 54,071 55,570
    RECKITT BENCK GRP ORD GBP0.10 78,622 85,849
    RELX PLC 51,015 86,568
    RIGHTMOVE COM STCK 17,301 25,532
    SAVILLS ORD GBP0.025 10,774 11,821
    SMITH & NEPHEW ORD USD0.20 61,091 65,865
    SPECTRIS ORD GBP0.05 17,962 26,502
    ST JAMES'S PLACE ORD GBP0.15 33,344 40,998
    WEIR GROUP ORD GBP0.125 22,363 38,074
    NXP SEMICONDUCTORS N V COM STK 38,071 68,851

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    US Government Securities - End of Year Book Value:

    7,395,250
    US Government Securities - End of Year Fair Market Value:

    7,673,003
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CF WESTN AST US CORE PLUS LLC FMV 3,893,830 9,549,025
    MFO STONE HBR INVT FDS EMERGING MKTS DEBT FD INSTL CL FMV 3,130,273 3,239,355
    MFO STONE HARBOR LOCAL MARKET FD FMV 976,571 1,030,527
    MFO STONE HBR INVT FDS HIGH YIELD BD FD INSTL CL FMV 1,066,227 1,109,746
    #REORG/BRISTOL WORTHLESS SECURITY 01-19-2021 FMV 479 155
    A.M. PAPPAS LIFE SCIENCE VENTURES III LP. FMV 2,358,878 90,520
    ARBORETUM VENTURES I-A, LLC FMV 155,713 367,579
    ARBORETUM VENTURES I, LLC FMV 522,316 471,549
    BIOVENTURE INVESTORS, LIMITED II FMV 2,471,515 869,717
    FORWARD VENTURES V, LP FMV 2,510,184 599,128
    HATTERAS VENTURE PARTNERS III, LP. FMV 2,913,633 1,903,226
    HATTERAS VENTURE PARTNERS IV, LP. FMV 2,355,998 3,221,400
    INTERWEST PARTNERS VIII, LP FMV 8,305,621 766,537
    MEMPHIS BIOMED II, LP FMV 878,850 175,578
    THOMAS, McNERNEY, LP (FORMERLY LUMINA VENTURES) FMV 3,871,045 539,121
    TRIATHLON MEDICAL VENTURES FUND, LP FMV 1,258,370 0
    TULLIS - DICKERSON FOCUS III, LP FMV 2,904,626 2,525,513

    TY 2020 LegalFeesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 56,790 0   56,790


    TY 2020 OtherAssetsSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RECEIVABLE FROM INVESTMENT BROKERS 34,635 65,388 65,388
    INTEREST FROM DIVIDENDS RECEIVABLE 213,828 112,768 112,768
    CASH MARGIN ON FINANCIAL FUTURES 221,348 202,333 118,025
    RxMP THERAPEUTICS, INC. -PRI (EQUITY) 858,759 858,759 858,759


    TY 2020 OtherExpensesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND MEMBERSHIP FEES 87,494 0   87,494
    FIDUCIARY INSURANCE 153 7   146
    LICENSES AND FEES 993 43   950
    POSTAGE AND DELIVERY 7,713 336   7,377
    SUPPLIES 3,049 133   2,916
    BANK FEES 1,638 0   1,638
    MISCELLANEOUS 45 0   45
    COMPUTER HARDWARE 989 0   989
    COMPUTER SOFTWARE 98,969 0   98,969
    INVESTMENT EXPENSES 3,732 3,732   0
    MEALS AND ENTERTAINMENT 5,347 63   0
    SPONSORSHIP 0 0   500,000


    TY 2020 OtherIncomeSchedule2
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 2,347 2,347 2,347
    A.M. PAPPAS, LP K-1 0 -4,976 0
    ARBORETUM VENTURES 1 K-1 0 11,349 0
    ARBORETUM VENTURES 1-A, LLC K-1 0 11,830 0
    BIOVENTURES II K-1 0 -5,729 0
    FORWARD VENTURES V K-1 0 -343 0
    HATTERAS VENTURE PARTNERS III, LP 0 1,966 0
    HATTERAS VENTURE PARTNERS IV, LP 0 -32,659 0
    INTERWEST VIII, LP K-1 0 -692 0
    MEMPHIS BIOMED VENTURES II, L.P. K-1 0 -363 0
    QUAKER BIOVENTURES K-1 0 -1,333 0
    THOMAS MCERNEY PARTNERS, L.P. K-1 0 -1,678 0
    TIRATHLON MEDICAL VENTURES K-1 0 -6,383 0
    TULLIS-DICKERSON CAPITAL FOCUS K-1 0 -4,770 0
    WESTERN ASSET US CORE PLUS K-1 0 135,879 0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYABLE TO INVESTMENT BROKERS 4,626,391 3,358,381
    DEFERRED FEDERAL EXCISE TAX 15,536 56,061


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER 152,733 120,983   52,229
    GRANT PROGRAM 656,264 0   656,263
    PUBLIC RELATIONS 28,006 0   28,069
    SECURITIES MANAGEMENT FEES 186,665 186,665   0
    SECURITIES CUSTODIAL FEES 151,439 151,439   0


    TY 2020 TaxesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 64,611 0   0
    FOREIGN TAXES 8,518 8,518   0


    TY 2020 TransfersToControlledEntities
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Name US /
    Foreign Address    		 EIN Description Amount
    RxMP THERAPEUTICS INC 790 NW 107TH AVE
    MIAMI,FL33172     		82-3928186 CASH- RESEARCH GRANT 600,000
    Total     600,000