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
MARILYN AND MARSHALL BUTLER FNDTN
 
Number and street (or P.O. box number if mail is not delivered to street address)CO SHEILA PAPEZ PO BOX 11270
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRESCOTT, AZ863041270
A Employer identification number

13-3591664
B Telephone number (see instructions)

(866) 888-5157
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$3,472,310J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 62,553 62,553  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 138,754
b Gross sales price for all assets on line 6a 1,483,472
7 Capital gain net income (from Part IV, line 2)... 138,754
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 201,307 201,307 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,000 2,500 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 23,440 23,440 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,440 25,940 0 2,500
25 Contributions, gifts, grants paid....... 121,654 121,654
26 Total expenses and disbursements. Add lines 24 and 25 150,094 25,940 0 124,154
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 51,213
b Net investment income (if negative, enter -0-) 175,367
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets 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............. 2,139 2,903 2,903
2 Savings and temporary cash investments......... 168,975 230,530 245,060
3 Accounts receivable bullet1,350
Less: allowance for doubtful accounts bullet   1,350 1,350 1,350
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)....... 1,291,869 Click to see attachment1,116,138 1,621,674
c Investments—corporate bonds (attach schedule)....... 499,694 Click to see attachment458,647 497,892
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 816,040 Click to see attachment1,046,171 1,103,431
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) 2,780,067 2,855,739 3,472,310
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........ 2,780,067 2,855,739
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,780,067 2,855,739
30 Total liabilities and net assets/fund balances (see instructions). 2,780,067 2,855,739
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
2,780,067
2
Enter amount from Part I, line 27a .....................
2
51,213
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
24,459
4
Add lines 1, 2, and 3 ..........................
4
2,855,739
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
2,855,739
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 JP MORGAN CAP TRANSACTIONS 0009   2019-12-31 2020-12-31
b JP MORGAN CAPITAL GAIN DISTRIBUTION   2019-12-31 2020-12-31
c JP MORGAN CAP TRANSACTIONS 0009   2020-01-01 2020-12-31
d
e
(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 1,131,011   1,009,148 121,863
b 21,173     21,173
c 331,288   335,570 -4,282
d
e
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       121,863
b       21,173
c       -4,282
d
e
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 2 138,754
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 -4,282
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 2,438
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 2,438
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 2,438
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,910
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,910
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 2,472
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,472 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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPRAGER METIS CPAS LLC Telephone no.bullet (212) 643-0099

    Located atbullet14 PENN PLAZA 18TH FLOORNEW YORKNY ZIP+4bullet10122
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARILYN BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    LAWRENCE BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    MICHAEL BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    HILLARY BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    ELIOT BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,002,928
    b
    Average of monthly cash balances.......................
    1b
    195,857
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,198,785
    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
    3,198,785
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,982
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,150,803
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    157,540
    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
    157,540
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,438
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,438
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    155,102
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    155,102
    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
    155,102
    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
    124,154
    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
    124,154
    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
    124,154
    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 7 155,102
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 15,921
    e From 2019......  
    fTotal of lines 3a through e........ 15,921
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 124,154
    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..... 124,154
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 15,921 15,921
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		15,027
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABANDONED CHILDREN'S FUND
    2360 MENDOCINO AVE
    SANTA ROSA,CA95403     		  PC GENERAL 100
    ACES FOR ALZHEIMERS INC
    67 FERNWOOD ROAD
    LARCHMONT,NY105381705     		  PC GENERAL 1,200
    ALS ASSOCIATION
    1275 K STREET NW SUITE 250
    WASHINGTON,DC20005     		  PC GENERAL 100
    ALZHEIMER'S ASSOCIATION
    225 NORTH MICHIGAN AVENUE SUITE
    1700
    CHICAGO,IL60601     		  PC GENERAL 75
    ALZHEIMER'S DISEASE RESEARCH FOUNDATION
    34 WASHINGTON ST SUITE 200
    WELLESLEY HILLS,MA02481     		  PC GENERAL 100
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		  PC GENERAL 100
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 EAST 42ND ST
    NEW YORK,NY10017     		  PC GENERAL 100
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852     		  PC RETURN OF 2019 DONATION -50
    AMERICAN LEPROSY MISSIONS
    120 BROADUS AVE
    GREENVILLE,SC29601     		  PC RETURN OF 2019 DONATION -25
    AMERICAN RED CROSS
    430 17TH STREET NW
    WASHINGTON,DC20006     		  PC GENERAL 100
    AMERICA'S VETDOGS
    371 JERICHO TURNPIKE
    ST JAMES,NY11780     		  PC GENERAL 100
    AMNESTY INTERNATIONAL
    FIVE PENN PLAZA 16TH FLR
    NEW YORK,NY10001     		  PC GENERAL 100
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158     		  PC GENERAL 1,000
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST SUITE 600
    ATLANTA,GA30309     		  PC GENERAL 50
    ASCENDIGO AUTISM SERVICES INC
    818 INDUSTRY PLACE
    CARBONDALE,CO81623     		  PC GENERAL 55,000
    ASPEN EDUCATION FOUNDATION
    PO BOX 2200
    ASPEN,CO81612     		  PC GENERAL 10,000
    AUTISM SPEAKS INC
    1 EAST 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL 5,000
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 21615
    NEW YORK,NY10087     		  PC GENERAL 300
    BLINDED VETERANS ASSOCIATION
    125 NORTH WEST ST 3RD FLOOR
    ALEXANDRIA,VA22314     		  PC RETURN OF 2019 DONATION -50
    BRAILLE INSTITUTE OF AMERICA
    741 NORTH VERMONT AVE
    LOS ANGELES,CA90029     		  PC GENERAL 100
    CENTER FOR VICTIMS OF TOTURE
    2356 UNIVERSITY AVE W STE 430
    SAINT PAUL,MN55114     		  PC GENERAL 100
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022     		  PC GENERAL 100
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL 150
    CITY MEALS ON WHEELS
    355 LEXINGTON AVE
    NEW YORK,NY10017     		  PC GENERAL 100
    COALITION FOR THE HOMELESS
    129 FULTON ST
    NEW YORK,NY10038     		  PC GENERAL 100
    COMPASSION & CHOICES
    101 SW MADISON ST 8009
    PORTLAND,OR97207     		  PC GENERAL 500
    CONGREGATION OR ZARUA
    127 EAST 82ND STREET
    NEW YORK,NY10028     		  PC GENERAL 2,630
    DISABLED AMERICAN VETERANS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		  PC GENERAL 500
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		  PC GENERAL 500
    DOE FUND INC
    345 EAST 102ST 3RD FLR
    NEW YORK,NY100295611     		  PC GENERAL 50
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024     		  PC GENERAL 100
    EPILEPSY FOUNDATION
    8301 PROFESSIONAL PLACE
    LANDOVER,MD20785     		  PC GENERAL 50
    FEDERATION OF JEWISH COMMUNITIES
    445 PARK AVENUE SUITE 1702
    NEW YORK,NY10022     		  PC GENERAL 100
    FEED THE CHILDREN
    333 N MERIDIAN
    OKLAHOMA CITY,OK73107     		  PC GENERAL 100
    FEEDING AMERICA
    35 EAST WACKER DRIVE STE 2000
    CHICAGO,IL60601     		  PC GENERAL 100
    FINCA INTERNATIONAL
    1201 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005     		  PC GENERAL 100
    FOOD AND WATER WATCH
    1616 P STREET NW
    WASHINGTON,DC20036     		  PC GENERAL 50
    FOOD BANK FOR NYC
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006     		  PC GENERAL 150
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		  PC GENERAL 100
    FOUNTAIN HOUSE
    425 WEST 47TH STREET
    NEW YORK,NY10036     		  PC GENERAL 100
    FRESH AIR FUND
    633 THIRD AVENUE 14TH FLOOR
    NEW YORK,NY10017     		  PC GENERAL 100
    FRIENDS OF ISRAEL DISABLED VETERANS - BEIT HALOCHEM
    1133 BROADWAY 232
    NEW YORK,NY10010     		  PC GENERAL 100
    FRIENDS OF WESTHAMPTON AMBULANCE INC
    3 HAZELWOOD AVE
    W HAMPTON BEACH,NY11978     		  PC GENERAL 100
    FRIENDS OF YAD SARAH
    445 PARK AVENUE SUITE 1702
    NEW YORK,NY10022     		  PC GENERAL 100
    GUIDE DOGS FOR THE BLIND
    PO BOX 151200
    SAN RAFAEL,CA94915     		  PC GENERAL 100
    HABITAT FOR HUMANITY
    285 PEACHTREE CENTER AVE NE SUITE
    2700
    ATLANTA,GA30303     		  PC GENERAL 75
    HEIFER INTERNATIONAL
    PO BOX 727
    LITTLE ROCK,AR72203     		  PC GENERAL 100
    HEWITT SCHOOL
    45 E 75TH ST
    NEW YORK,NY100212736     		  PC GENERAL 1,500
    HILLEL OF BC
    800 8TH STREET NW
    WASHINGTON,DC20001     		  PC GENERAL 250
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
    30 NORTH LASALLE STREET STE 4300
    CHICAGO,IL60602     		  PC RETURN OF 2019 DONATION -100
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LANE 9TH FLR
    NEW YORK,NY10038     		  PC GENERAL 100
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    305 SEVENTH AVENUE 19TH FLOOR
    NEW YORK,NY10001     		  PC GENERAL 100
    LIGHTHOUSE GUILD INTERNATIONAL INC
    250 WEST 64TH STREET
    NEW YORK,NY10023     		  PC GENERAL 200
    LUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		  PC GENERAL 100
    MACULAR DEGENERATION ASSOCIATION
    5969 CATTLERIDGE BLVD SUITE 100
    SARASOTA,FL34232     		  PC RETURN OF 2019 DONATIONS -200
    MERCY CORPS
    45 SW ANKENY STREET
    PORTLAND,OR97204     		  PC GENERAL 100
    MERCY SHIPS
    15862 STATE HIGHWAY 110 NORTH
    LINDALE,TX75771     		  PC GENERAL 100
    METROPOLIITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		  PC GENERAL 600
    MOTHER'S AGAINST DRUNK DRIVERS
    511 EAST JOHN CARPENTER FWY SUITE
    700
    IRVING,TX75062     		  PC GENERAL 50
    MUSCULAR DYSTROPHY ASSOCIATION
    161 NORTH CLARK SUITE 3550
    CHICAGO,IL60601     		  PC GENERAL 100
    MUSEUM OF MODERN ART
    11 WEST 53RD ST
    NEW YORK,NY10019     		  PC GENERAL 600
    NARAL PRO CHOICE AMERICA
    1725 EYE ST NW STE 900
    WASHINGTON,DC200062420     		  PC GENERAL 75
    NATIONAL DIABETES FUND
    259 WEST 30TH STREET SUITE 402
    NEW YORK,NY10001     		  PC GENERAL 50
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    5515 SECURITY LANE STE 1105
    ROCKVILLE,MD20852     		  PC GENERAL 100
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH ST NW
    WASHINGTON,DC200364707     		  PC GENERAL 1,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206     		  PC GENERAL 100
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE 3RD FLOOR
    NEW YORK,NY10017     		  PC GENERAL 150
    NATIONAL ORGANISATION FOR WOMEN
    215 W STADIUM DR
    STOCKTON,CA952043136     		  PC GENERAL 100
    NATIVE AMERICAN CHILDREN'S FUND
    24 EAST PALISADE BASIN DRIVE
    RED LODGE,MT59068     		  PC RETURN OF 2019 DONATION -100
    NATIVE AMERICAN VETERANS ASSISTANCE
    1010 ENNEN DRIVE
    RAPID CITY,SD57703     		  PC GENERAL 100
    NEW YORK PUBLIC RADIO
    160 VARICK STREET 8TH FLOOR
    NEW YORK,NY10013     		  PC GENERAL 100
    NEW YORK STEM CELL FOUNDATION
    619 WEST 54TH ST 3RD FLR
    NEW YORK,NY100193545     		  PC GENERAL 1,500
    NORTH PLAINS RESERVATION AID
    16415 ADDISON ROAD SUITE 200
    ADDISON,TX750013210     		  PC RETURN OF 2019 DONATION -200
    OPERATION HOMEFRONT
    1355 CENTRAL PARKWAY SOUTH SUITE
    100
    SAN ANTONIO,TX78232     		  PC GENERAL 50
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		  PC GENERAL 250
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		  PC RETURN OF 2019 DONATION -150
    PARKINSON'S FOUNDATION
    655 GREEN VIEW RD
    LA HABRA HGTS,CA906317823     		  PC GENERAL 150
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAMS ST
    NEW YORK,NY10038     		  PC GENERAL 1,500
    POLICE ATHLETIC LEAGUE
    34 1/2 EAST 12TH STREET
    NEW YORK,NY10003     		  PC GENERAL 115
    PROJECT HOPE
    255 CARTER HALL LANE PO BOX 250
    MILLWOOD,VA22646     		  PC GENERAL 100
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		  PC GENERAL 100
    RED CLOUD INDIAN SCHOOL
    100 MISSION DRIVE
    PINE RIDGE,SD57770     		  PC GENERAL 150
    SAINT JOSEPH'S INDIAN SCHOOL
    1301 NORTH MAIN STREET PO BOX 89
    CHAMBERLAIN,SD57325     		  PC GENERAL 100
    SAINT JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC GENERAL 100
    SAINT LABRE INDIAN SCHOOL
    PO BOX 216
    ASHLAND,MT59003     		  PC GENERAL 100
    SAVE THE CHILDREN FEDERATION
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		  PC RETURN OF 2019 DONATION -50
    SHRINER'S HOSPITAL FOR CHILDREN
    2900 ROCKY POINT DRIVE
    TAMPA,FL33607     		  PC GENERAL 100
    SOARING EAGLE
    922 WYOMING AVE
    BILLINGS,MT59101     		  PC GENERAL 250
    SOLOMON R GUGGENHEIM MUSEUM
    1071 FIFTH AVE
    NEW YORK,NY10128     		  PC GENERAL 800
    SOS CHILDREN'S VILLAGE
    PO BOX 34604
    BETHASDA,MD20827     		  PC GENERAL 100
    SOUTHWEST RESERVATION AID
    16415 ADDISON ROAD SUITE 200
    ADDISON,TX750013210     		  PC GENERAL 105
    SPECIAL OLYMPICS NY
    504 BALLTOWN ROAD
    SCHNECTADY,NY12304     		  PC GENERAL 150
    TECHNO SERVE
    1777 N KENT ST STE 1100
    ARLINGTON,VA22209     		  PC GENERAL 50
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LANE ROOM 700
    NEW YORK,NY10038     		  PC GENERAL 50
    TOYS FOR TOTS
    38 HAWLEY STREET
    BINGHAMTON,NY13901     		  PC RETURN OF 2019 GENERAL CONTRIBUTION -50
    UJA - FEDERATION OF NY
    130 EAST 59TH STREET
    NEW YORK,NY10022     		  PC GENERAL 10,000
    UNCF
    1805 7TH ST NW
    WASHINGTON,DC20001     		  PC GENERAL 100
    USA FOR UNHCR
    259 WEST 30TH STREET
    NEW YORK,NY10001     		  PC GENERAL 100
    VISITING NURSE SERVICES
    107 EAST 70TH STREET 5TH FLOOR
    NEW YORK,NY10021     		  PC GENERAL 100
    WHITNEY AMERICAN MUSEUM OF ART
    99 GANSEVOORT ST
    NEW YORK,NY10014     		  PC GENERAL 575
    WIN
    ONE STATE STREET PLAZA 18TH
    NEW YORK,NY10004     		  PC GENERAL 100
    WNET
    825 EIGHTH AVE
    NEW YORK,NY10019     		  PC GENERAL 1,500
    WOMEN FOR WOMEN INTERNATIONAL
    2000 M STREET NW SUITE 200
    WASHINGTON,DC20036     		  PC GENERAL 50
    WORLD VISION
    34834 WEYERHAEUSER WAY S
    FEDERAL WAY,WA98001     		  PC GENERAL 1,000
    YIVO INSTITUTE FOR JEWISH
    15 WEST 16TH STREET
    NEW YORK,NY10011     		  PC GENERAL 100
    ASPENFILM
    110 EAST HALLAM STREET
    ASPEN,CO816111461     		  PC GENERAL 1,000
    THEATRE ASPEN
    110 EAST HALLAM STREET
    ASPEN,CO816111461     		  PC GENERAL 1,000
    POPULATION CONNECTION
    2120 L STREET NW SUITE 500
    WASHINGTON,DC20037     		  PC GENERAL 100
    READING IS FUNDAMENTAL
    750 FIRST STREET NE SUITE 920
    WASHINGTON,DC20002     		  PC GENERAL 105
    THE RAPE FOUNDATION
    1223 WILSHIRE BLVD 410
    SANTA MONICA,CA904035406     		  PC GENERAL 1,000
    RONALD MCDONALD HOUSE NEW YORK
    405 EAST 73RD STREET
    NEW YORK,NY10021     		  PC GENERAL 100
    YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		  PC GENERAL 54
    THE 92ND STREET Y
    1395 LEXINGTON AVENUE
    NEW YORK,NY10128     		  PC GENERAL 50
    WORLD JEWISH CONGRESS - AMERICAN SECTION
    PO BOX 11032
    LEWISTON,ME04243     		  PC GENERAL 100
    USO
    2111 WILSON BOULEVARD SUITE 1200
    ARLINGTON,VA22201     		  PC GENERAL 100
    ST BONAVENTURE INDIAN MISSIONS & SCHOOL
    PO BOX 610
    THOREAU,NM873230610     		  PC GENERAL 500
    CARE
    151 ELLIS STREET NE
    ATLANTA,GA30303     		  PC GENERAL 100
    CHILDRENS HUNGER RELIEF FUND INC
    2360 PROFESSIONAL DRIVE STE 200
    SANTA ROSA,CA954033021     		  PC GENERAL 100
    THE ACTORS FUND
    729 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10019     		  PC GENERAL 100
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303     		  PC GENERAL 150
    NAMI
    4301 WILSON BLVD SUITE 300
    ARLINGTON,VA22203     		  PC GENERAL 100
    FEED THE HUNGRY
    500 AUBURN FOLSOM ROAD
    AUBURN,CA956035645     		  PC GENERAL 100
    BNAI BRITH HILLEL FOUNDATION
    1120 20TH STREET NW STE 300N
    WASHINGTON,DC200363413     		  PC GENERAL 6,000
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1560 WILSON BOULEVARD SUITE 1000
    ARLINGTON,VA22209     		  PC GENERAL 100
    AMERICAN FRIENDS OF SHALVA ISRAEL
    315 FIFTH AVENUE 6TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL 100
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY112133511     		  PC GENERAL 90
    AMERICAN JEWISH WORLD SERVICE
    45 WEST 36TH STREET
    NEW YORK,NY10018     		  PC GENERAL 250
    HEBREW FREE BURIAL ASSOCIATION
    125 MAIDEN LANE 5B
    NEW YORK,NY10038     		  PC GENERAL 100
    NATIVE AMERICAN RIGHTS FUND
    1506 BROADWAY
    BOULDER,CO80302     		  PC GENERAL 100
    TEAM BLUELINE INC
    203 MARCIE CT
    SENOIA,GA302761548     		  PC GENERAL 100
    UNICEF USA
    125 MAIDEN LANE
    NEW YORK,NY10038     		  PC GENERAL 100
    ISRAEL TENNIS & EDUCATION CENTERS FOUNDATION
    57 WEST 38TH STREET 605
    NEW YORK,NY10018     		  PC GENERAL 1,000
    INTERNATIONAL EYE FOUNDATION
    10801 CONNECTICUT AVENUE
    KENSINGTON,MD20895     		  PC GENERAL 50
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021     		  PC GENERAL 180
    ASPEN PUBLIC RADIO
    110 EAST HALLAM STREET SUITE 134
    ASPEN,CO81611     		  PC GENERAL 500
    EPILEPSY FOUNDATION OF GREATER LOS ANGELES
    5777 WEST CENTURY BLVD
    LOS ANGELES,CA90045     		  PC GENERAL 2,500
    NATIONAL BREAST CANCER FOUNDATION
    7460 WARREN PARKWAY SUITE 150
    FRISCO,TX75034     		  PC GENERAL 100
    AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
    1310 L STREET SUITE 200
    WASHINGTON,DC20005     		  PC GENERAL 100
    NATIONAL GLAUCOMA SOCIETY
    PO BOX 4092
    ANDOVER,MA018100812     		  PC GENERAL 50
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		  PC GENERAL 100
    AMERICAN ACTION FUND FOR BLIND CHILDREN AND ADULTS
    1800 JOHNSON STREET
    BALTIMORE,MD21230     		  PC GENERAL 100
    SALVATION ARMY-EASTERN TERRITORY
    440 WEST NYACK ROAD
    WEST NYACK,NY10994     		  PC GENERAL 100
    AMERICAN TECHNION SOCIETY
    55 EAST 59TH STREET
    NEW YORK,NY10022     		  PC GENERAL 1,000
    AMERICAN SOCIETY FOR YAD VASHEM
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY10110     		  PC GENERAL 250
    Total .................................bullet 3a 121,654
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 62,553  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 138,754  
    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).. 0 201,307 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    201,307
    (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:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,000 2,500 0 2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Name of Bond End of Year Book Value End of Year Fair Market Value
    83002G108 SIX CIRCLES ULTRA SHORT DURATION 28,736 28,793
    72201F-49-0 PIMCO INCOME FD-INS-TICKER PIMIX 29,830 29,904
    4812C0100 JPMORGAN CORE BOND-R6 57,373 60,055
    54401E143 LORD ABBETT SHRT DUR INC 57,785 58,760
    722005816 PIMCO INVESTMENT GRADE CORPORATE 58,663 64,610
    92206C-77-1 VANGUARD MORTGAGE-BACKED SEC 60,791 60,775
    09260-61-4 BLCKRCK HI YLD BND PORT-K 79,787 96,487
    54401E-21-8 LORD ABBETT HIGH YIELD-F3 85,682 98,508

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    464287-40-8 ISHARES S&P 500 VALUE ETF 22,749 23,684
    464287-30-9 ISHARES S&P 500 GROWTH ETF 25,786 26,996
    64122Q309 NEUBERGER BER MU/C O 25,876 28,214
    14019V-60-6 AMER FNDS INTL VNTG-F3 39,062 61,701
    46641Q696 JPMORGAN BETABUILDERS 59,669 64,607
    315911750 FIDELITY 500 INDEX 133,020 151,946
    83002G405 SIX CIRCLES INTERNATIONAL 181,406 198,291
    83302G306 SIX CIRCLES US UNCONSTRAINED 231,995 307,632
    78462F103 SPDR S&P 500 ETF TRUST 396,575 758,603

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTWORK-MIRIAM CABESSA AT COST 4,000 4,000
    46641Q720 JPMORGAN BETABUILDERS EUROPE AT COST 21,216 24,657
    72201U-63-8 PIMCO MRTG OPP & BND-INST AT COST 29,690 30,467
    46641Q688 JPM BETABUILDERS DEVELOPED ASIA AT COST 30,264 35,611
    64128R-60-8 NEUBERGER BERMAN LONG SH-INS AT COST 31,576 34,999
    09250 -J-73-4_BLACKROCK EVNT AT COST 31,992 32,502
    46434G-10-3 ISHARES CORE MSCI EMERGING AT COST 63,476 71,222
    09257V508 BLACKSTONE ALT MULTI-STRAT AT COST 67,426 64,091
    46641Q712 JPMORGAN BETABUILDERS JAPAN AT COST 74,982 90,356
    464287-43-2 ISHARES 20 + YEAR TREASURY AT COST 87,128 91,799
    92203J-30-8 VANGUARD TOTAL INTL BND-ADM AT COST 285,444 304,277
    83002G-70-2 SIX CIRCLES GLOBAL BOND AT COST 318,977 319,450

    TY 2020 OtherIncreasesSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Description Amount
    COST BASIS ADJUSTMENT 24,459


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 23,440 23,440 0 0