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
GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 980
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA GRANDE, FL33921
A Employer identification number

72-1404522
B Telephone number (see instructions)

(504) 207-8555
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$27,572,160J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,040 3,040  
4 Dividends and interest from securities... 536,327 527,551  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -146,410
b Gross sales price for all assets on line 6a 22,370,246
7 Capital gain net income (from Part IV, line 2)... 0
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 50 50  
12 Total. Add lines 1 through 11........ 393,007 530,641  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 217,450 71,250   146,200
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 146,751 146,751   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,400 11,441   10,959
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,480 20,289   1,191
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 408,081 249,731   158,350
25 Contributions, gifts, grants paid....... 916,454 916,454
26 Total expenses and disbursements. Add lines 24 and 25 1,324,535 249,731   1,074,804
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -931,528
b Net investment income (if negative, enter -0-) 280,910
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............. 947,087 570,104 570,104
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)....... 2,268,260 Click to see attachment2,237,113 4,420,613
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,558,082 Click to see attachment19,892,283 22,581,443
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) 23,773,429 22,699,500 27,572,160
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 23,773,429 22,699,500
29 Total net assets or fund balances (see instructions)..... 23,773,429 22,699,500
30 Total liabilities and net assets/fund balances (see instructions). 23,773,429 22,699,500
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
23,773,429
2
Enter amount from Part I, line 27a .....................
2
-931,528
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,841,901
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
142,401
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,699,500
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 ENERGY TRANSFER LP P 2015-06-30 2020-08-27
b CHARLES SCHWAB 1624 P 2020-01-01 2020-06-30
c CHARLES SCHWAB 1624 P 2015-06-30 2020-06-30
d MERRILL LYNCH 99003 P 2020-01-01 2020-01-23
e MERRILL LYNCH 99003 P 2015-06-30 2020-01-23
MERRILL LYNCH 99003 P 2015-06-30 2020-01-23
GENESIS ENERGY LP P 2015-06-30 2020-08-27
THROUGH WP PW X TRUST P 2015-06-30 2020-06-30
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 24,806   19,194 5,612
b 11,803,011   12,596,205 -793,194
c 8,168,989   7,966,056 202,933
d 650,917   588,679 62,238
e 1,482,491   1,252,424 230,067
113,098   49,687 63,411
7,755   44,411 -36,656
79,470     79,470
39,709     39,709
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       5,612
b       -793,194
c       202,933
d       62,238
e       230,067
      63,411
      -36,656
      79,470
      39,709
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 -146,410
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 3,905
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 3,905
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 3,905
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,036
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 6,036
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,131
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,131 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)
    bulletLA
    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 addressbulletWWW.MCILHENNY.ORG
    14
    The books are in care ofbulletEDWIN R RODRIGUEZ JR Telephone no.bullet (504) 207-8555

    Located atbullet1100 POYDRAS ST SUITE 1350NEW ORLEANSLA ZIP+4bullet70163
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    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).
    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
    EDWIN R RODRIGUEZ JR PRESIDENT
    6.00     		142,500 0 0
    P O BOX 980
    BOCA GRANDE,FL33921
    JUDITH MCILHENNY SECRETARY
    3.00     		59,750 0 0
    P O BOX 96
    AVERY ISLAND,LA70513
    RICHARD RODRIGUEZ DIRECTOR
    0.50     		7,100 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    CLARK FITZ-HUGH DIRECTOR
    0.50     		500 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    BARBARA FITZ-HUGH DIRECTOR
    0.50     		500 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    ELIZABETH JAEGER DIRECTOR
    0.50     		0 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    ELEANOR R BROWN DIRECTOR
    0.50     		7,100 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    ROSEMARY R DINKINS DIRECTOR
    0.50     		0 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    24,641,445
    b
    Average of monthly cash balances.......................
    1b
    1,229,768
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,871,213
    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
    25,871,213
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    388,068
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,483,145
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,274,157
    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
    1,274,157
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,905
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,905
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,270,252
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,270,252
    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
    1,270,252
    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
    1,074,804
    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
    1,074,804
    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
    1,074,804
    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 1,270,252
    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...... 93,646
    b From 2016......  
    c From 2017...... 131,451
    d From 2018...... 149,779
    e From 2019...... 82,120
    fTotal of lines 3a through e........ 456,996
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,074,804
    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..... 1,074,804
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 195,448 195,448
    (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 5 261,548
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		261,548
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 29,649
    c Excess from 2018.... 149,779
    d Excess from 2019.... 82,120
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EDWIN R RODRIGUEZ JR
    1100 POYDRAS ST SUITE 1350
    NEW ORLEANS,LA70163
    (504) 207-8555
    INFO@MCILHENNY.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPROVED SCHOLARSHIP APPLICATION FORM MUST BE OBTAINED FROM THE FOUNDATION'S WEBSITE AND SUBMITTED ONLINE.
    cAny submission deadlines:
    FALL APPLICATIONS MUST BE SUBMITTED BY SEPTEMBER 30.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS ARE RESTRICTED TO ACCREDITED UNIVERSITY OR TRADE SCHOOL. RECIPIENTS ARE EMPLOYEES AND FAMILY MEMBERS OF EMPLOYEES OF E MCILHENNY'S SON CORPORATION BASED ON MERIT. THE SCHOLARSHIPS WILL BE WRITTEN AGREEMENTS REQUIRING THE FUNDS TO BE USED SOLELY FOR TUITION AND RELATED EXPENSES. EACH SCHOLARSHIP GRANT WILL BE FOR ONE ACADEMIC YEAR WITH THE POSSIBILITY OF RENEWAL EACH SUCCEEDING YEAR BASED UPON CONTINUED ENROLLMENT AND SATISFACTORY ACADEMIC PROGRESS. QUALIFIED RECIPIENTS WILL BE SELECTED BY AN UNBIASED, OBJECTIVE COMMITTEE COMPLETELY INDEPENDENT OF THE FOUNDATION AND THE COMPANY.
    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
    ACADIANA CENTER FOR THE ARTS
    101 W VERMILION ST
    LAFAYETTE,LA70501     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    AUDUBON NATURE INSTITUTE
    P0 BOX 4327
    NEW ORLEANS,LA70178     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 15,000
    BAUDON TREVOR
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 133
    BAYOU DISTRICT FOUNDATION
    320 JULIA STREET
    NEW ORLEANS,LA70130     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 10,000
    BRIDGE HOUSE
    4150 EARHART BLVD
    NEW ORLEANS,LA70125     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    BROWN ELLIE
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 310
    BUREAU OF GOVERNMENTAL RESEARCH
    938 LAFAYETTE ST SUITE 200
    NEW ORLEANS,LA70113     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    CHARTWELL CENTER
    1027 NAPOLEON AVENUE
    NEW ORLEANS,LA70118     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    CHILDREN'S MUSEUM OF ACADIANA
    201 E CONGRESS ST
    LAFAYETTE,LA70501     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 3,000
    CRCL
    540 LIBERTY ST
    EL CERRITO,CA94530     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    DELTA WATERFOWL
    POBOX 3128
    BISMARCK,ND58502     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    DERISE BROOKLYNN
    1315 L DUBOIS RD
    NEW IBERIA,LA70560     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 192
    DERISE MACI
    1315 L DUBOIS RD
    NEW IBERIA,LA70560     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 400
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    EDEN HOUSE
    PO BOX 750386
    NEW ORLEANS,LA70175     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    GOOD SHEPHERD SCHOOL
    353 BARONNE STREET
    NEW ORLEANS,LA70112     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 5,000
    GREATER NEW ORLEANS FOUNDATION
    1055 ST CHARLES AVENUE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 50,000
    HABITAT FOR HUMANITY ST TAMMANY WEST
    1400 NORTH LANE
    MANDEVILLE,LA70471     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 8,000
    HALL CARON
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 300
    JUNIOR ACHIEVEMENT
    DELGADO COMMUNITY COLLEGE 615 CITY
    PARK AVENUE
    NEW ORLEANS,LA70112     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 7,500
    KREWE OF RED BEANS
    818 GALLIER ST
    NEW ORLEANS,LA70117     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    LAKE PONTCHARTRAIN BASIN FOUNDATION
    THREE LAKEWAY STE 2070
    METAIRIE,LA70009     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 5,000
    LATULAS KELLY
    P O BOX 88
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 239
    LEGACY DONOR FOUNDATION
    268 STEELE BLVD
    BATON ROUGE,LA70806     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 5,000
    LIPARI CADE
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 600
    LOOP NOLA
    1 PALM DRIVE
    NEW ORLEANS,LA70124     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 7,500
    LOUISIANA CHILDRENS MUSEUM
    420 JULIA STREET
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    LOUISIANA MUSEUM FOUNDATION
    828 ROYAL ST
    NEW ORLEANS,LA70116     		NONE PC FURTHER THE PURPOSE OF THE RECIPIENT CHARITY 5,000
    LOUISIANA STATE UNIVERSITY
    1146 PLEASANT HALL
    BATON ROUGE,LA70801     		NONE PC SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 6,755
    METAIRIE PARK COUNTRY DAY SCHOOL
    300 PARK RD
    METAIRIE,LA70005     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    METROPOLITAN CRIME COMMISSION
    1615 POYDRAS STREET STE 1060
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    NATIONAL FISH AND WILDLIFE FOUNDATION
    1133 FIFTEENTH ST NW STE 1100
    WASHINGTON,DC20005     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 100,000
    NATIONAL WORLD WAR II MUSEUM
    945 MAGAZINE STREET
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 50,000
    NEW ORLEANS WOMEN'S SHELTER
    2020 SOUTH LIBERTY STREET
    NEW ORLEANS,LA70113     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    NEXTOP INC
    2929 MCKINNEY STREET
    HOUSTON,TX77003     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    NICHOLLS STATE UNIVERSITY
    P O BOX 2074
    THIBODAUX,LA70310     		NONE PC SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 4,050
    NOCCA
    2800 CHARTRES ST
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 15,000
    OCHSNER CLINIC FOUNDATION
    1514 JEFFERSON HIGHWAY
    NEW ORLEANS,LA70121     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 50,000
    OPTIONS INC
    19362 WEST SHELTON ROAD
    HAMMOND,LA70401     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    PRO BONO PUBLICO FOUNDATION
    PO BOX 50820
    NEW ORLEANS,LA70150     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 100,000
    RAPHAEL VILLAGE
    517 SORAPARU ST STE 104
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    ROGERS DEVIN
    P O BOX 134
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 212
    SON OF A SAINT
    2521 METAIRIE LAWN DR SUITE 217
    METAIRIE,LA70002     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 25,000
    SOUTHERN FOOD & BEVERAGE INSTITUTE
    1609 ORETHA C HALEY BLVD
    NEW ORLEANS,LA70113     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 10,000
    SOUTHERN UNIVERSITY
    P O BOX 9562
    BATON ROUGE,LA70813     		NONE PC SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 6,153
    ST GEORGE EPISCOPAL SCHOOL
    923 NAPOLEON AVE
    NEW ORLEANS,LA70118     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    STARKOVICH DAVID
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 261
    STUART HALL SCHOOL FOR BOYS
    2032 SOUTH CARROLLTON AVENUE
    NEW ORLEANS,LA70118     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    TEACH FOR AMERICA NOLA
    1055 ST CHARLES AVE SUITE 600
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    THE EMERGE SCHOOL FOR AUTISM
    7784 INNOVATION PARK DR
    BATON ROUGE,LA70820     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    THE HARRY TOMPSON CENTER INC
    1803 GRAVIER STREET
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    THE ISLAND SCHOOL INC
    P O BOX 1090
    BOCA GRANDE,FL33921     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    THE VILLAGE GREEN
    PO BOX 2201
    CASHIERS,NC28717     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 50,000
    THERIOT J P
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 276
    TRINITY EPISCOPAL CHURCH
    1329 JACKSON AVENUE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 250
    TROUT UNLIMITED
    3 JIM BROWN ROAD
    CAMDEN,MA04843     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    UNIVERSITY OF LOUISIANA-LAFAYETTE
    104 UNIVERSITY CIRCLE
    LAFAYETTE,LA70504     		NONE PC SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 44,495
    VATOR CHRISTINA
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 300
    VATOR SARA
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 232
    WALKER TROYNAS
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 296
    WYES-TV
    916 NAVARRE AVE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 55,000
    Total .................................bullet 3a 916,454
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,040  
    4 Dividends and interest from securities....     14 536,327  
    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 50  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -146,410  
    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).. 0 393,007 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    393,007
    (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 AllOthProgRltdInvestmentsSch
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 2,237,113 4,420,613

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOND FUNDS AT COST 3,616,531 3,696,056
    EXCHANGE TRADED FUNDS AT COST 12,135,921 14,605,774
    MONEY MARKET FUNDS AT COST 3,285 3,360
    MUTUAL FUNDS AT COST 3,101,088 3,627,947
    OTHER INVESTMENTS AT COST 1,035,458 648,306

    TY 2020 OtherDecreasesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Description Amount
    ADJUSTMENT TO BASIS TO EQUAL BROKERAGE FIRM CARRYING VALUE 142,401


    TY 2020 OtherExpensesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THROUGH GENESIS ENERGY LP 4,147 4,147   0
    THROUGH ENERGY TRANSFER LP 1,948 1,948   0
    THROUGH GENESIS ENERGY LP 2,255 2,255   0
    THROUGH WP PE X TRUST 1,394 1,394   0
    WEBSITE 1,002 0   1,002
    THROUGH BLACKSTONE ALTERNATIVES SOL 2014 LP 157 157   0
    MISCELLANEOUS INVESTMENT SERVICES 963 963   0
    THROUGH REGENERATIVE PROCESSING PLANT LLC 1,282 1,282   0
    THROUGH ENERGY TRANSFER LP 107 107   0
    GUSTO FEES 189 0   189
    MISCELLANEOUS EXPENSES 8,036 8,036   0


    TY 2020 OtherIncomeSchedule2
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THROUGH BLACKSTONE ALTERNATIVES SOLUTION 2014 TRUST 50 50 50


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES (CS 1624) 118,459 118,459   0
      0 0   0
    MISCELLANEOUS INVESTMENT FEES 963 963   0
    BLOOMBERG 27,329 27,329   0


    TY 2020 TaxesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 16,261 5,302   10,959
    FOREIGN TAX ON DIVIDENDS (CS 1624) 4,376 4,376   0
    FOREIGN TAX ON DIVIDENDS (CS 3907) 1,763 1,763   0