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
Seidman Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-6098204
B Telephone number (see instructions)

(800) 839-1754
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$6,367,676
J 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 673 673  
4 Dividends and interest from securities... 91,877 91,877  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 373,867
b Gross sales price for all assets on line 6a 2,509,992
7 Capital gain net income (from Part IV, line 2)... 373,867
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)....... -20,205 -7,514  
12 Total. Add lines 1 through 11........ 446,212 458,903  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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).... 45,642 45,642    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,954 4,986    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,058     7,058
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 38,520 11,477   27,040
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 102,174 62,105   34,098
25 Contributions, gifts, grants paid....... 575,000 575,000
26 Total expenses and disbursements. Add lines 24 and 25 677,174 62,105   609,098
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -230,962
b Net investment income (if negative, enter -0-) 396,798
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 354,116 590,966 590,966
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,069,444 Click to see attachment3,513,860 4,713,394
c Investments—corporate bonds (attach schedule)....... 298,250 Click to see attachment298,250 295,570
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 399,660 Click to see attachment488,432 767,746
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) 5,121,470 4,891,508 6,367,676
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,121,470 4,891,508
29 Total net assets or fund balances (see instructions)..... 5,121,470 4,891,508
30 Total liabilities and net assets/fund balances (see instructions). 5,121,470 4,891,508
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
5,121,470
2
Enter amount from Part I, line 27a .....................
2
-230,962
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
4,891,508
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,891,508
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
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 2,509,992   2,136,059 373,933
b       -66
c
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       373,933
b        
c
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 2 373,867
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 5,515
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,515
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,515
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,305
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,530
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,835
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 320
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet320 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNM
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Mariah CarlsenClick to see attachment Trustee, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jediah Cirigliano-SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Corey HarrowerClick to see attachment Trustee, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew Hall SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    B Thomas SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jack SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nancy C SeidmanClick to see attachment Trustee, Vice Chair, Pres
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sarah SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Keaton WilliamsClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Margaret WilliamsClick to see attachment Trustee, Chair, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,833,930
    b
    Average of monthly cash balances.......................
    1b
    303,982
    c
    Fair market value of all other assets (see instructions)................
    1c
    767,746
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,905,658
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,905,658
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    88,585
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,817,073
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    290,854
    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
    290,854
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,515
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,515
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    285,339
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,000
    5
    Add lines 3 and 4............................
    5
    286,339
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    286,339
    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
    609,098
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    609,098
    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
    609,098
    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 7 286,339
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 116,612
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 609,098
    a Applied to 2019, but not more than line 2a 116,612
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 286,339
    e Remaining amount distributed out of corpus 206,147
    5 Excess distributions carryover applied to 2020.    
    (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 5 206,147
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    206,147
    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.... 206,147
    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).)
    NONE
    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
    88BIKES
    1752 NW MARKET ST 818 NO 818
    SEATTLE,WA98107
    N/A PC General & Unrestricted 3,000
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE CT
    SARASOTA,FL34240
    N/A PC General & Unrestricted 5,000
    BAIL PROJECT INC
    PO BOX 102592
    PASADENA,CA91189
    N/A PC General & Unrestricted 1,000
    BEARTOOTH HOSPITAL & HEALTH CENTER FOUNDATION
    PO BOX 1290
    RED LODGE,MT59068
    N/A PC Dr. James and Juanita Kane Scholarship Fund 1,000
    BEARTOOTH RECREATIONAL TRAILS ASSOCIATION
    PO BOX 1872
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    BILLINGS FOOD BANK INC
    2112 4TH AVE N
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    BORDER ANGELS
    2258 ISLAND AVE
    SAN DIEGO,CA92102
    N/A PC General & Unrestricted 1,500
    BOYS & GIRLS CLUB OF RED LODGE & THE BEARTOOTH FRO
    PO BOX 11
    RED LODGE,MT59068
    N/A PC General & Unrestricted 1,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA30309
    N/A PC General & Unrestricted 1,000
    CAPSTONE COMMUNITY ACTION INC
    20 GABLE PL
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    CARBON COUNTY COMMUNITY FOOD BANK
    PO BOX 665
    RED LODGE,MT59068
    N/A PC General & Unrestricted 1,000
    CARRY THE FUTURE
    1125 E BROADWAY 797
    GLENDALE,CA91205
    N/A PC General & Unrestricted 1,000
    CENTER FOR FOOD SAFETY
    660 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003
    N/A PC General & Unrestricted 500
    CENTRAL VERMONT ADULT BASIC EDUCATION INC
    46 WASHINGTON ST STE 100
    BARRE,VT05641
    N/A PC General & Unrestricted 1,500
    CENTRAL VERMONT COUNCIL ON AGING INC
    59 NORTH MAIN ST
    BARRE,VT05641
    N/A PC General & Unrestricted 500
    CHARITY NAVIGATOR
    139 HARRISTOWN RD STE 201
    GLEN ROCK,NJ07452
    N/A PC General & Unrestricted 100
    CHILD MIND INSTITUTE INC
    101 E 56TH ST
    NEW YORK,NY10022
    N/A PC General & Unrestricted 3,500
    CHILDRENS HOSPITAL LOS ANGELES
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027
    N/A PC General & Unrestricted 1,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE RD
    SARASOTA,FL34237
    N/A PC Season of Sharing Fund 1,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE RD
    SARASOTA,FL34237
    N/A PC Season of Sharing Campaign 5,000
    COMMUNITY FOUNDATION OF THE HOLLAND ZEELAND AREA
    85 E 8TH ST STE 110
    HOLLAND,MI49423
    N/A PC General & Unrestricted 500
    DALLAS SPOON BARBELL CLUB
    537 E POLK ST
    RICHARDSON,TX75081
    N/A PC General & Unrestricted 500
    DARE TO CARE INC
    5803 FERN VALLEY RD
    LOUISVILLE,KY40228
    N/A PC General & Unrestricted 500
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117
    N/A PC General & Unrestricted 500
    DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    N/A PC General & Unrestricted 500
    DOMESTIC AND SEXUAL VIOLENCE SERVICES OF CARBON CO
    1119 S BROADWAY AVE
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    DREAM CORPS
    436 14TH ST STE 920
    OAKLAND,CA94612
    N/A PC General & Unrestricted 500
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 500
    SAN FRANCISCO,CA94111
    N/A PC General & Unrestricted 100
    EASTER SEALS SOUTHWEST FLORIDA INC
    350 BRADEN AVE
    SARASOTA,FL34243
    N/A PC General & Unrestricted 2,000
    EDUCATION FOUNDATION OF SARASOTA CO UNTY INC
    1960 LANDINGS BLVD NO 120S
    SARASOTA,FL34231
    N/A PC COVID-19 Educational Relief Fund 2,000
    EVERY MOTHER COUNTS
    333 HUDSON ST RM 1006
    NEW YORK,NY10013
    N/A PC General & Unrestricted 2,000
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601
    N/A PC COVID-19 Relief Efforts fund 100,000
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601
    N/A PC General & Unrestricted 3,000
    FOOD & WATER WATCH
    1616 P ST NW STE 300
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 500
    FREEMAN WILNER FOUNDATION
    31239 SUNSET DR
    BEVERLY HILLS,MI48025
    N/A PC General & Unrestricted 500
    FRIENDS OF MONTANA PBS INC
    PO BOX 173340
    BOZEMAN,MT59717
    N/A PC General & Unrestricted 1,000
    FRIENDS OF NORTH BRANCH NATURE CENTER INC
    713 ELM ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 500
    FRIENDS OF PUBLIC RADIO INC
    MSU BILLINGS
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    FRIENDS OF THE WORLD FOOD PROGRAM INC
    1725 EYE ST NW STE 510
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 500
    FRIENDS OF WABUN
    96 BAY STATE RD APT 9
    BOSTON,MA02215
    N/A PC General & Unrestricted 500
    GEORGES MALAIKA FOUNDATION INCORPORATED
    244 FIFTH AVE SUITE N225
    NEW YORK,NY10001
    N/A PC General & Unrestricted 17,500
    GIVEDIRECTLY INC
    CHURCH STREET STA PO BOX 3221
    NEW YORK,NY10008
    N/A PC COVID-19 Relief Efforts fund 50,000
    GLOBAL MIDWIFE EDUCATION FOUNDATION
    PO BOX 805
    LIVINGSTON,MT59047
    N/A PC General & Unrestricted 1,500
    GODS LOVE WE DELIVER INC
    166 AVE OF THE AMERICAS
    NEW YORK,NY10013
    N/A PC General & Unrestricted 1,000
    GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA
    342 N SAN FERNANDO RD
    LOS ANGELES,CA90031
    N/A PC General & Unrestricted 500
    GOVERNORS INSTITUTES OF VERMONT
    20 W CANAL ST STE C5
    WINOOSKI,VT05404
    N/A PC the Governor's Institute on the Arts scholarship fund 3,000
    GRAND VALLEY STATE UNIVERSITY
    1 CAMPUS DR
    ALLENDALE,MI49401
    N/A PC General & Unrestricted 500
    GROUNDSWELL COMMUNITY MURAL PROJECT INC
    540 PRESIDENT ST STE 1A
    BROOKLYN,NY11215
    N/A PC General & Unrestricted 5,000
    HEAD START INC
    615 N 19TH ST
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    HUMANE FARMING ASSOCIATION
    PO BOX 3577
    SAN RAFAEL,CA94912
    N/A PC General & Unrestricted 500
    HUMANE SOCIETY OF SARASOTA COUNTY INC
    2331 15TH ST
    SARASOTA,FL34237
    N/A PC General & Unrestricted 1,000
    INTERMOUNTAIN PLANNED PARENTHOOD INC
    1116 GRAND AVE STE 201
    BILLINGS,MT59102
    N/A PC General & Unrestricted 1,000
    INTERNATIONAL ANTI-POACHING FOUNDATION INC
    1655 N FORT MYER DR 700
    ARLINGTON,VA22209
    N/A PC General & Unrestricted 2,500
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LANE 9TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC General & Unrestricted 1,000
    JACOBS PILLOW DANCE FESTIVAL INC
    358 GEORGE CARTER RD
    BECKET,MA01223
    N/A PC General & Unrestricted 1,000
    JAZZ CLUB OF SARASOTA INC
    330 S PINEAPPLE AVE
    SARASOTA,FL34236
    N/A PC General & Unrestricted 2,000
    JESTER & PHARLEY PHUND
    PO BOX 817
    PALOS VERDES ESTATES,CA90274
    N/A PC General & Unrestricted 2,000
    JEWISH FAMILY SERVICE OF LOS ANGELES
    3580 WILSHIRE BLVD 7TH FL
    LOS ANGELES,CA90010
    N/A PC General & Unrestricted 1,000
    KCRW FOUNDATION INC
    1900 PICO BLVD
    SANTA MONICA,CA90405
    N/A PC General & Unrestricted 100
    KELLOGG HUBBARD LIBRARY
    135 MAIN ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 5,000
    KIOWA VOLUNTEER FIRE DEPARTMENT
    PO BOX 321
    KIOWA,CO80117
    N/A PC General & Unrestricted 500
    KOCE-TV FOUNDATION - PBS SOCAL
    PO BOX 25113
    SANTA ANA,CA92799
    N/A PC General & Unrestricted 100
    LEUKEMIA & LYMPHOMA SOCIETY INC - MICHIGAN CHAPTER
    1471 E 12 MILE RD
    MADISON HEIGHTS,MI48071
    N/A PC General & Unrestricted 1,000
    LOST NATION THEATER INC
    39 MAIN ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 1,000
    LOVELAND FOUNDATION INC
    320 7TH AVE 263
    BROOKLYN,NY11215
    N/A PC General & Unrestricted 1,000
    MAP FUND INC
    577 GRAND ST
    NEW YORK,NY10002
    N/A PC General & Unrestricted 1,000
    MAYFLY PROJECT
    3541 HARRISON RD
    BENTON,AR72019
    N/A PC General & Unrestricted 500
    MEALS ON WHEELS OF SARASOTA INC
    421 N LIME AVE
    SARASOTA,FL34237
    N/A PC General & Unrestricted 7,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 1,000
    MEDICAL DEBT RESOLUTION INC
    80 THEODORE FREMD AVE
    RYE,NY10580
    N/A PC COVID-19 Relief Efforts fund 50,000
    MINNESOTA FREEDOM FUND INC
    PO BOX 6398
    MINNEAPOLIS,MN55406
    N/A PC General & Unrestricted 1,500
    MONTANA FREE PRESS
    PO BOX 1425
    HELENA,MT59624
    N/A PC General & Unrestricted 500
    MONTANA HUMAN RIGHTS NETWORK INC
    PO BOX 1509
    HELENA,MT59624
    N/A PC General & Unrestricted 500
    MULTICULTURAL HEALTH INSTITUTE
    1781 DR MARTIN LUTHER KING WAY
    SARASOTA,FL34234
    N/A PC Covid-19 response fund 1,000
    NAMI SARASOTA AND MANATEE COUNTIES INC
    2911 FRUITVILLE RD
    SARASOTA,FL34237
    N/A PC General & Unrestricted 2,000
    NATIONAL COALITION ON BLACK CIVIC PARTICIPATION IN
    1666 K ST NW STE 440
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 500
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD STE 1200
    JENKINTOWN,PA19046
    N/A PC Friends of the UBS Optimus Foundation Fund 100,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD STE 1200
    JENKINTOWN,PA19046
    N/A PC General & Unrestricted 100,000
    NEWTOWN NATION
    PO BOX 2111
    SARASOTA,FL34230
    N/A PC General & Unrestricted 1,000
    NORTH AMERICAN GROUSE PARTNERSHIP
    PO BOX 343
    GARDEN VALLEY,ID83622
    N/A PC General & Unrestricted 500
    NORTHERN PLAINS RESOURCE COUNCIL
    220 S 27TH ST STE A
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    OPERATION SHOEBOX
    8360 E HWY 25
    BELLEVIEW,FL34420
    N/A PC General & Unrestricted 500
    OPERATION SMILE INC
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453
    N/A PC General & Unrestricted 500
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    PO BOX 996
    FREDERICK,MD21705
    N/A PC General & Unrestricted 500
    PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CE
    2029 UNIVERSITY AVE STE 200
    BERKELEY,CA94704
    N/A PC General & Unrestricted 1,000
    PITCH IN FOR BASEBALL
    1565 GEHMAN RD
    HARLEYSVILLE,PA19438
    N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE STE 110
    COLCHESTER,VT05446
    N/A PC General & Unrestricted 3,000
    PLANTING HOPE INC
    PO BOX 56
    MONTPELIER,VT05601
    N/A PC General & Unrestricted 500
    PRISON DHARMA NETWORK INC
    595 B RIVER RD
    DEERFIELD,MA01342
    N/A PC General & Unrestricted 500
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013
    N/A PC General & Unrestricted 1,000
    PROJECT ONETEN NFP
    6127 S UNIVERSITY AVE STE 24
    CHICAGO,IL60637
    N/A PC General & Unrestricted 500
    RAZIAS RAY OF HOPE FOUNDATION
    PO BOX 81052
    WELLESLEY HLS,MA02481
    N/A PC General & Unrestricted 1,000
    RED LODGE AREA COMMUNITY FOUNDATION
    PO BOX 1871
    RED LODGE,MT59068
    N/A PC General & Unrestricted 2,000
    RED LODGE EMS ASSOCIATION INC
    PO BOX 845
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    RED LODGE FRIENDS OF THE LIBRARY
    PO BOX 1598
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    RED LODGE THEATRICAL COMMUNITY INC
    PO BOX 1422
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    RED LODGE VOLUNTEER FIREFIGHTERS ASSOCIATION INC
    PO BOX 845
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    SALVATION ARMY WORLD SERVICE OFFICE SAWSO
    615 SLATERS LN
    ALEXANDRIA,VA22314
    N/A SO I General & Unrestricted 1,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY EAST STE 400
    FAIRFIELD,CT06825
    N/A PC General & Unrestricted 2,000
    SCHOOL ON WHEELS INC
    3150 N SAN FERNANDO RD
    LOS ANGELES,CA90065
    N/A PC General & Unrestricted 500
    SHRINERS HOSPITALS FOR CHILDREN
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607
    N/A PC General & Unrestricted 1,000
    SIRKIS FREAKS FOUNDATION
    3600 HATHAWAY CT
    IRVING,TX75062
    N/A PC General & Unrestricted 500
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23564 CALABASAS RD STE 201
    CALABASAS,CA91302
    N/A PC Movement for Family Power Project 1,500
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 SOUTH RAYMOND AVE
    PASADENA,CA91105
    N/A PC General & Unrestricted 100
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDES PL
    MEMPHIS,TN38105
    N/A PC General & Unrestricted 1,000
    STREETS OF PARADISE INC
    PO BOX 50652
    SARASOTA,FL34234
    N/A PC General & Unrestricted 5,000
    STUDIO PLACE ARTS INCORPORATED
    201 N MAIN ST
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    SUNCOAST COMMUNITIES BLOOD BANK INC
    1760 MOUND ST
    SARASOTA,FL34236
    N/A PC COVID-19 testing fund 2,000
    THE CALIFORNIA DESERT LAND CONSERVANCY - MOJAVE DE
    PO BOX 1544
    JOSHUA TREE,CA92252
    N/A PC General & Unrestricted 500
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109
    N/A PC Design for Sharing Project 500
    THOROUGHBRED RETIREMENT FOUNDATION
    10 LAKE AVE
    SARATOGA SPRINGS,NY12866
    N/A PC General & Unrestricted 1,000
    THYCA THYROID CANCER SURVIVORS ASSOCIATION INC
    2604 THISTLEDOWN TER
    OLNEY,MD20832
    N/A PC General & Unrestricted 250
    THYROID CANCER AND PARATHYROID FOUNDATION INC
    2400 CYPRESS GLEN DR
    WESLEY CHAPEL,FL33544
    N/A PC General & Unrestricted 250
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139
    N/A PC the Florida Rights Restoration Coalition fund to pay fines and fees so returning citizens can vote 2,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139
    N/A PC the Florida Rights Restoration Coalition fund to pay fines and fees so returning citizens can vote 2,000
    TRUSTEES OF DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFC
    HANOVER,NH03755
    N/A PC General & Unrestricted 500
    TRUSTEES OF THE WOOD ART GALLERY
    46 BARRE ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 500
    UNFETTERED MIND
    8009 FERRARI WAY
    WINDSOR,CA95492
    N/A PC General & Unrestricted 500
    UNIDOSNOW INC
    1750 17TH ST STE C2
    SARASOTA,FL34234
    N/A PC General & Unrestricted 3,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LN 10TH FLR
    NEW YORK,NY10038
    N/A PC General & Unrestricted 1,000
    UNITED STATES FUND FOR UNICEF
    10351 SANTA MONICA BLVD STE 402
    LOS ANGELES,CA90025
    N/A PC General & Unrestricted 1,000
    VERMONT COMMUNITY FOUNDATION
    3 COURT ST
    MIDDLEBURY,VT05753
    N/A PC General & Unrestricted 3,000
    VERMONT ETV INC DBA VERMONT PUBLIC TELEVISION
    10 E ALLEN ST STE 202
    WINOOSKI,VT05404
    N/A PC General & Unrestricted 500
    VERMONT FOODBANK
    33 PARKER RD
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    VERMONT LAND TRUST INC
    8 BAILEY AVE
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 1,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446
    N/A PC General & Unrestricted 500
    VERMONT STUDIO CENTER INC
    PO BOX 613
    JOHNSON,VT05656
    N/A PC General & Unrestricted 500
    VISTA DEL MAR CHILD AND FAMILY SERVICES
    3200 MOTOR AVE
    LOS ANGELES,CA90034
    N/A PC General & Unrestricted 1,000
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 500
    WILDLIFE ALLIANCE INC
    1441 BROADWAY 5FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 1,500
    WORLD CENTRAL KITCHEN INCORPORATED
    655 NEW YORK AVE NW 6TH FL
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 1,000
    WUSF PUBLIC BROADCASTING
    4202 E FOWLER AVE TVB100
    TAMPA,FL33620
    N/A PC COVID-19 reporting fund 2,000
    YOGA BEHIND BARS
    PO BOX 84494
    SEATTLE,WA98124
    N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 575,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 673  
    4 Dividends and interest from securities....     14 91,877  
    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 ............
        18 373,867  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
    525990 -12,691 14 -7,514  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -12,691 458,903  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    446,212
    (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 CompensationExplanation
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Person Name Explanation
    Jack Seidman * resigned from foundation in 2020

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

    TY 2020 DepreciationSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CALVERT SOCIAL INVT FNDTN MTN 198,250 200,000
    WORLD BK (IBRD) ETHICAL EUR EQ 100,000 95,570

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 2,820 3,496
    A B ELECTRLX S ADR# 771 738
    ABB LTD 3,595 5,648
    ABBOTT LABS 6,470 11,496
    ABBVIE INC 3,809 6,536
    ABIOMED 256 973
    ACCENTURE PLC 2,340 6,008
    ACCOR SA 1,703 1,397
    ACTIVISION BLIZZARD INC 1,015 2,507
    ACUITY BRANDS INC 465 242
    ADECCO S.A. UNSP/ADR 1,506 1,464
    ADIDAS AG 1,458 5,490
    ADIENT PLC 419 313
    ADMIRAL GROUP PLC 1,261 2,012
    ADOBE SYSTEMS, INC 5,025 28,507
    ADVANCE AUTO PARTS INC 1,064 1,103
    ADVANCED MICRO DEVICES INC 1,797 4,310
    ADVANSIX INC 27 40
    AECOM TECHNOLOGY CORPORATION 775 1,294
    AEGON N V ORD AMER REG 1,216 849
    AERCAP HOLDING N.V 737 775
    AES CORP 471 1,175
    AFLAC INC 1,138 1,334
    AFTERPAY LTD 2,048 2,763
    AGCO CP 5,109 6,907
    AGEAS SPONS ADR 1,162 1,335
    AGILENT TECHNOLOGIES INC 406 1,185
    AIA GROUP LTD ADR 6,719 11,398
    AIR PRODS & CHEM INC 708 1,639
    AIRBUS GROUP 5,709 7,131
    AKAMAI TECH COM STK 730 1,470
    AKZO NOBEL NV-ADR 2,328 3,354
    ALASKA AIR GROUP INC 782 520
    ALBEMARLE CP 211 590
    ALCON INC 6,621 6,994
    ALIGN TECHNOLOGY, INC 135 1,069
    ALKERMES 894 239
    ALLIANCE DATA SYSTEM CORP 504 148
    ALLIANT CORP 805 1,340
    ALLIANZ SE 6,010 7,346
    ALLY FINANCIAL INC 522 998
    ALNYLAM PHARMACEUTICALS, INC 717 1,170
    ALPHABET INC CL A 28,071 54,332
    ALPHABET INC CL C 6,779 14,015
    ALTERYX INC 1,306 1,096
    ALTRIA GROUP INC 1,718 1,230
    AMADEUS IT HLDS SA 2,127 3,607
    AMAZON COM 8,939 39,083
    AMDOCS LIMITED 704 922
    AMER INTERNATIONAL GROUP INC 1,370 947
    AMERCO 711 908
    AMERICAN AIRLINES GROUP INC 777 300
    AMERICAN AXLE & MFG HOLDINGS I 463 209
    AMERICAN EXPRESS CO 856 1,451
    AMERICAN TOWER REIT INC 16,499 20,650
    AMERICAN WATER WORKS COMPANY I 13,535 25,169
    AMERICAN WELL CORP 1,875 1,697
    AMERIS BANCORP 458 533
    AMETEK INC 474 1,088
    AMGEN INC 2,836 4,139
    AMICUS THERAPEUTICS INC 461 831
    ANALOG DEVICES INC 498 886
    ANHEUSER BUSCH COS INC 8,211 4,684
    ANNALY MTG MGMT INC. COM 553 490
    ANTHEM INC 1,251 2,890
    AON PLC CL A 543 1,268
    APPLE INC 14,182 64,222
    APPLIED MATERIALS INC 732 3,366
    APTIV PLC 20,458 33,745
    ARCH CAPITAL GROUP LTD 893 1,407
    ARENA PHARMACEUTICALS, INC. 114 154
    ARGENX SE 834 882
    ARISTA NETWORKS 778 872
    ARKEMA S/ADR 983 1,623
    ARMSTRONG WORLD INDU 389 744
    ARROWHEAD PHARMACEUTICALS INC 101 307
    ASAHI GLASS ADR 1,294 1,585
    ASAHI KAISAI CP ADR 2,804 3,115
    ASHLAND GLOBAL HOLDINGS 357 554
    ASHTEAD GROUP PLC 1,618 3,601
    ASML HOLDING NV NY REG SHS 9,378 44,870
    ASSA ABLOY UNSP/ADR 2,072 2,399
    ASSOCIATED BRITISH FOODS PLC 3,011 2,236
    ASTELLAS PHARMA INC 2,606 2,810
    ASTRAZENECA 27,589 32,943
    AT&T, INC 6,823 5,810
    ATLANTIA SPA ADR 2,968 1,973
    ATLAS COPCO AB A SHS ADR 2,873 4,342
    ATLAS COPCO AB B SHS ADR 2,061 3,466
    ATMOS ENERGY CORP 933 1,431
    ATOS SE UNSPONS ADR 988 1,125
    AUSTRALIA & N Z ADS 6,555 5,775
    AUTODESK, INC 4,653 24,122
    AUTOMATIC DATA PROCESSING INC 1,228 2,643
    AVALONBAY CMNTYS INC 1,807 1,604
    AVANGRID INC 941 818
    AVATAR HOLDINGS INC. 3,953 5,095
    AVIVA PLC 4,219 2,602
    AXA ADS 5,933 4,934
    BAE SYSTEMS PLC 2,683 2,471
    BAKER HUGHES COMPANY 2,605 1,355
    BALL CP 1,007 2,609
    BANCFIRST CORPORATION 507 1,057
    BANCO BILBAO ARG SA 1,919 2,598
    BANCO SANTANDER CEN 5,930 3,755
    BANK NEW YORK MELLON CORP COM 1,832 1,952
    BANK OF AMERICA CORP 3,300 6,092
    BARCLAYS PLC ADR 4,708 3,132
    BAXTER INTERNATIONAL INC 461 963
    BAYER A G SPONSORED ADR 9,235 4,645
    BAYERISCHE MOTOREN WERKE AG AD 2,842 2,377
    BEACON ROOFING SUPPLY, INC 369 362
    BECTON DICKINSON & CO 17,900 19,767
    BED BATH & BEYOND INC 726 266
    BERRY PLASTICS GROUP INC 450 730
    BEST BUY INC 245 798
    BIO RAD LABS INC CL A 739 1,166
    BIO TECHNE CORPORATION 439 1,588
    BIOGEN INC 1,082 979
    BIOMARIN PHARMACEUTICAL INC 1,255 1,052
    BLACK KNIGHT, INC 237 707
    BLACKBAUD INC 23,230 17,786
    BLACKROCK INC 1,663 3,608
    BLOOM ENERGY CORP 2,608 4,213
    BLUEBIRD BIO INC 259 87
    BLUEPRINT MEDICINES CORPORATIO 681 897
    BNP PARIBAS SPONS ADR 4,971 4,683
    BOC HK HLDGS LTD S/ADR 1,370 1,383
    BOEING CO 3,097 4,709
    BOOKING HOLDINGS INC 1,239 2,227
    BORG WARNER INC 570 580
    BOSTON PPTYS INC 1,242 945
    BOSTON SCIENTIFIC 2,301 2,193
    BRAMBLES LTD UNSP AD 7,323 7,497
    BRENNTAG AG UNSP ADR 1,470 2,191
    BRIDGESTONE CORP UNSP ADR 1,518 1,476
    BRIGHT HORIZONS FAMILY SOLUTIO 12,024 24,738
    BRIGHTHOUSE FINANCIAL INC 423 253
    BRISTOL-MYERS SQUIBB CO 5,023 4,962
    BRISTOW GROUP INC 444 447
    BRITISH AMERICAN TOBACCO PLC 11,763 7,573
    BRITISH LAND CO S/ADR 3,099 2,636
    BROADCOM INC 1,768 5,254
    BROADRIDGE FINANCIAL 353 1,072
    BROOKLINE BANCORP INC DEL COM 466 506
    BROWN FORMAN CORP CL B 173 318
    BROWN FORMAN INC CLASS A 691 1,176
    BUNGE LTD 4,042 6,033
    BUNZL PLC SPONSORED ADR 949 1,156
    BURBERRY GROUP PLC 929 1,302
    C H ROBINSON WORLDWIDE INC 247 375
    CABOT CP 562 628
    CAIXABANK 2,408 1,151
    CALRSBERG AS SP ADR REP B 1,074 1,896
    CALVERT GREEN BOND FUND CLASS 131,671 135,520
    CALVERT SHORT DURATION INCOME 155,663 157,287
    CANON INC 4,749 2,853
    CAP GEMINI SA UNSP/ADR 1,302 2,158
    CAPITAL ONE FINANCIAL CORP 1,341 1,878
    CAPRI HOLDINGS LTD.SHS 483 504
    CARLISLE COS INC 346 625
    CARMAX INC 626 1,134
    CARNIVAL CORP 1,081 433
    CARPENTER TECH 471 466
    CARREFOUR S.A 1,306 779
    CARRIER GLOBAL 635 1,396
    CARS COM INC 298 90
    CASEY'S GENERAL STORES, INC 577 893
    CATERPILLAR INC 1,911 2,548
    CDW CORP 368 1,186
    CENTENE CORP 1,047 1,921
    CENTRAL JAPAN RY CO ADR 4,192 3,507
    CENTURYLINK INC 1,204 556
    CERENCE INC 83 402
    CF INDUSTRIES HOLDINGS, INC 5,782 6,503
    CHAMPIONX CORP 254 153
    CHARLES SCHWAB CORP 2,940 4,933
    CHARTER COMMUNICATIONS, INC 981 3,308
    CHINA MENGNIU DAIRY COMPANY AD 3,530 5,061
    CHR HANSEN HOLDINGS 2,050 3,632
    CHUBB LIMITED 2,535 2,001
    CHUGAI PHARMACEUTICAL CO., LTD 2,242 2,873
    CHURCH & DWIGHT 834 1,745
    CIGNA CORPORATION 770 1,041
    CINCINNATI FINANCIAL CORP 976 1,485
    CINTAS CRP 530 2,121
    CISCO SYSTEMS INC 2,660 4,520
    CITIGROUP INC 2,047 2,466
    CITIZENS FINANCIAL GROUP, INC 688 715
    CITY DEVELOPMENTS LT 1,720 1,893
    CITY OFFICE REIT 1,138 821
    CLIFFS NATURAL RESOURCES INC. 104 160
    CMC MATERIALS INC 371 454
    CME GROUP, INC 882 1,821
    CMS ENERGY CP 355 610
    CNA FINANCIAL CORPORATION 1,090 935
    COCA COLA HBC AG 2,730 2,598
    COCA-COLA AMATIL LTD ADR 1,745 2,548
    COCHLEAR ORD PLC 1,944 3,172
    COEUR D ALENE CP 227 393
    COGNIZANT TECHNOLOGY SOLUTIONS 464 656
    COHU INC 816 1,985
    COLGATE-PALMOLIVE COMPANY 1,550 2,052
    COLONY FINANCIAL INC 456 144
    COLOPLAST AS ADR 1,806 3,478
    COLUMBIA BANKING SYSTEM, INC 1,115 1,257
    COMCAST CORP 3,107 5,869
    COMMERZBANK AG-SPONS ADR 1,719 851
    COMMMUNITY HEALTHCARE TRUST 492 612
    COMMONWEALTH BK AUS-SP ADR 8,704 8,817
    COMPAGNIE DE SAINT G 1,862 1,965
    COMPAGNIE FINANCIERE RICHEMONT 3,033 3,813
    COMPASS GROUP PLC ADR 3,351 3,409
    COMPUTERSHARE LTD ADR 1,231 1,664
    CONAGRA FOODS INC 7,500 8,013
    CONDUENT INC 278 91
    CONSOLIDATED COMMUNICATIONS HO 753 181
    CONSTELLATION BRANDS INC 984 1,533
    CONTL AG SPONS ADR 7,437 8,422
    COREPOINT LODGING INC. 473 117
    CORNING INC 286 576
    CORTEVA INC 896 1,355
    COSTAR GROUP, INC 197 924
    COSTCO WHOLESALE CORPORATION 1,938 4,521
    COUPONS.COM 855 1,695
    COVETRUS INC 307 201
    CRA QUALIFIED INVESTMENT FD 203,497 206,163
    CREDIT AGRICOLE SA 1,229 1,310
    CREDIT SUISSE GROUP ADR 4,678 3,290
    CREE, INC 12,590 25,310
    CRH PLC - AMERICAN DEPOSITARY 2,850 3,832
    CROWN CASTLE INTL 1,624 3,025
    CSL LTD 4,437 10,024
    CSX CORP 1,029 3,630
    CUMMINS INC 180 454
    CVR ENERGY, INC 423 179
    CVS CAREMARK CORP 2,502 2,664
    D R HORTON 574 896
    DAI NIPPON PRINTING LTD JAPANS 2,048 1,859
    DAIICHI SANKYO CO LTD SPONSORE 1,449 7,274
    DAIKIN INDS LTD ADR 1,297 2,814
    DAIMLER AG ADR 4,038 4,993
    DAITO TRUST CONST SPON ADR 3,804 1,996
    DAIWA HOUSE IND LTD 3,397 3,464
    DAIWA SECURITIES GROUP 1,825 1,333
    DANAHER CORP 1,463 5,109
    DANSKE BANK A S SPON 946 583
    DARDEN RESTAURANTS INC 690 1,310
    DASSAULT SYS SA SPN ADR 1,342 3,259
    DAVITA HEALTHCARE PARTNERS INC 1,098 1,878
    DBS GROUP HLDGS SPON ADR 1,823 2,966
    DEERE CO 1,065 3,767
    DELEK US HLDGS INC 304 321
    DELL TECHNOLOGIES INC CLASS C 513 806
    DELTA AIR LINES INC 291 241
    DENSO CORP ADR 2,322 2,898
    DENTSPLY SIRONA INC 821 733
    DEUTSCHE BANK AG 4,215 2,224
    DEUTSCHE BOERSE ADR 3,318 5,256
    DEUTSCHE LUFTHANSA S OTC 3,663 1,339
    DEUTSCHE POST AG 4,059 6,230
    DEUTSCHE TELE AG ADS 4,509 4,622
    DEXCOM, INC 391 1,849
    DIAGEO PLC ADS 4,889 6,194
    DIGITAL RLTY TR INC 4,598 5,162
    DISCOVER FINL SVCS COM 845 996
    DISCOVERY INC (FORMERLY DISC C 606 692
    DISCOVERY INC (FORMERLY DISC C 506 576
    DISH NETWORK CORPORATION 1,086 614
    DNB NOR ASA SPONSOR ADR 618 981
    DOCUSIGN INC 2,147 2,001
    DOLBY LABORATORIES 451 1,360
    DOLLAR GENERAL CORP 723 2,103
    DOLLAR TREE INC 1,019 1,405
    DOMINION ENERGY INC 2,555 2,858
    DONALDSON CO. INC 3,468 4,023
    DONNELLEY FINANCIAL SOLUTIONS 138 102
    DOVER CORP 782 2,020
    DOW INC 697 777
    DRIL QUIP INC 610 296
    DSV UNSP ADR EACH REPR 0.5 ORD 1,921 4,621
    DTE ENERGY CO COM 1,263 1,943
    DU PONT DE NEMOURS 949 924
    DUKE ENERGY CO 2,337 3,021
    DXC TECHNOLOGY COMPANY 309 206
    EARTHSTONE ENERGY INC 2,027 1,125
    EAST JAPAN RAILWAY C 4,811 3,425
    EAST WEST BANCORP, INC 16,897 19,067
    EASTMAN CHEMICAL CO 997 1,504
    EATON CORP PLC 418 961
    EBAY INC 699 1,457
    ECOLAB INC 22,853 25,747
    EDP-ELECTRICIDADE DE PORTUGAL 1,928 3,545
    EDWARDS LIFESCIENCES 709 2,463
    EISAI LTD 2,202 2,719
    ELECTRONIC ARTS 855 1,867
    ELI LILLY & CO 1,818 3,714
    EMERSON ELECTRIC CO 803 1,366
    ENAGAS SA UNSP ADR 3,959 3,025
    ENDO INTERNATIONAL PLC 1,131 136
    ENERGIZER HOLDINGS INC 385 337
    ENERGY FUELS INC 392 524
    ENPHASE ENERGY ORD SHS 317 1,228
    ENTERGY CORP 967 1,398
    EQUINIX, INC 886 2,143
    EQUINOR ASA 6,691 5,747
    EQUITY COMMONWEALTH 678 573
    ERICSSON L M TEL CO 2,979 3,740
    ERSTE BK DER OEST SP 1,928 1,940
    ERSTE GROUP BANK AG 7,438 5,947
    ESSENTIAL PROPERTIES REALTY TR 469 784
    ESSENTIAL UTILITIES INC 1,089 1,750
    ESSILOR INTL ADR 2,986 3,499
    ESTEE LAUDER COMPANIES INC 783 2,396
    ETSY INC 8,845 32,380
    EURONET WORLDWIDE INC 349 725
    EVEREST RE GROUP LTD 969 1,170
    EVERGY, INC. 670 777
    EVERSOURCE ENERGYINC 746 1,384
    EVOLUTION GAMING GROUP AB ADR 1,766 2,121
    EVOLUTION PETROLEUM CORPORATIO 1,575 946
    EXACT SCIENCES CORPORATION 307 397
    EXELIXIS, INC. 224 221
    EXELON CORPORATION 223 338
    EXPERIAN GROUP LTD S/ADR 2,044 4,365
    EXTRA SPACE STORAGE 1,227 1,622
    F5 NETWORKS, INC 390 528
    FACEBOOK INC 8,315 19,121
    FALCON MINERALS ORD SHS CLASS 1,849 1,276
    FAMILYMART CO LTD ADR 3,449 3,013
    FANUC LIMITED UNSPONSORED 3,288 4,815
    FAST RETAILING CO LT 1,685 4,134
    FASTENAL COMPANY 923 2,149
    FBL FINANCIAL GROUP, INC 592 525
    FEDEX CORPORATION 864 1,558
    FERGUSON PLC SPON ADR 2,461 5,619
    FERRARI NV 1,108 2,295
    FIAT CHRYSLER AUTOMOBILES NV 1,850 2,858
    FIDELITY NATIONAL FINANCIAL IN 709 1,134
    FIDELITY NATIONAL INFORMATION 1,069 2,829
    FIRST AMERICAN CORP 580 1,084
    FIRST REPUBLIC BANK 1,359 1,763
    FIRST SOLAR INC 10,721 25,027
    FISERV INC 357 911
    FISHER AND PAYKEL HEALTHCARE 2,174 2,825
    FIVE9 INC 559 1,570
    FLEETCOR TECHNOLGIES INC 702 1,364
    FLOOR AND DECOR HOLDINGS 862 1,857
    FLOWSERVE CP 881 774
    FLUOR CORP 953 319
    FLUTTER ENTMT PLC ADR 2,182 3,859
    FOOT LOCKER INC N.Y. COM 415 243
    FORD MOTOR COMPANY 2,258 1,292
    FORTESCUE METALS G ADR EA REPR 1,838 8,325
    FORTINET INC 210 1,040
    FORTIVE CORPORATION 843 1,700
    FORTUNE BRANDS HOME & SECURITY 419 771
    FOX CORP CL A 330 437
    FOX CORP CL B 407 520
    FRANKLIN RES INC 1,444 1,000
    FRANKS INTERNATIONAL NV 517 85
    FRESENIUS MED CAR AG 1,762 1,746
    FRESENIUS SE S ADR 3,288 1,922
    FRONTDOOR INC 187 351
    FUCHS PETROLUB SE 1,206 1,464
    FUJIFILM HOLDINGS ADR NPV 2,971 4,214
    FUJITSU LTD ADR OTC 2,475 4,838
    GALLAGHER ARTHUR J & CO 601 1,856
    GALP ENERGIA, SGPS, S.A. 3,445 2,851
    GCP APPLIED TECHNOLOGIES INC 127 189
    GEA GROUP AG ADR 644 572
    GEBERIT AG ADR 1,404 1,869
    GEN DYNAMICS CP 272 298
    GENERAL ELECTRIC CO 3,237 1,145
    GENERAL MILLS INC 1,665 1,705
    GENERAL MOTORS 596 583
    GENESCO INC. (UNITED STATES) 463 241
    GENIE ENERGY LTD B 1,138 1,009
    GENMAB A/S SPON 3,093 5,774
    GILEAD SCIENCES INC 2,150 1,282
    GIVAUDAN SA UNSP/ADR 2,258 5,261
    GLAXOSMITHKLINE PLC 6,231 5,741
    GLOBAL BLOOD THERAPEUTICS INC 1,189 736
    GLOBAL PAYMENTS INC 296 1,077
    GODADDY INC 1,387 1,576
    GOLAR LNG LTD 2,128 1,022
    GOLDMAN SACHS GROUP 1,059 1,582
    GOODRICH PETROLEUM CORP NEW 1,386 1,100
    GOODYEAR TIRE & RUBBER COMPANY 480 164
    GRACE (W.R.) CO 510 439
    GRAINGER W W INC 196 408
    GREENS PLAINS INC 1,002 922
    GRIFOLS SA REP 1/2 CL B 1,950 1,733
    GROUPE DANONE ADS 3,214 3,092
    GUARDANT HEALTH INC 481 773
    H&R BLOCK INC 395 190
    HANG LUNG PROPERTIES-SP ADR 3,174 3,503
    HANNON ARMSTRONG SUST INFRAST 11,174 37,170
    HARLEY DAVIDSON INC 409 330
    HARTFORD FINANCIALSERVICES GRO 851 1,127
    HCA INC 1,009 1,316
    HEALTHCARE TRUST OF AMERICA IN 1,193 1,239
    HEALTHPEAK PROPERTIES INC 1,954 1,572
    HEIDELBERGCEMENT AG UNSPONSORE 1,553 1,388
    HEINEKEN HLDG N V 3,716 3,668
    HEINEKEN N V S ADR 1,709 2,289
    HELMERICH PAYNE 599 787
    HENDERSON LAND DEV COMP LTD AD 3,033 2,475
    HENKEL & KGAA PREF SHS 4,726 5,072
    HENKEL KGAA ADR 2,732 2,418
    HENNES & MAURITZ AB 1,945 1,141
    HENRY SCHEIN INC 725 802
    HERC HOLDINGS, INC 88 133
    HERMES INTL 10 ADR 2,267 4,757
    HEWLETT PACKARD ENTERPRISE CO 527 711
    HEXAGON 726 1,269
    HEXCEL CP DELAWARE 11,398 12,413
    HILTON GRAND VACATIONS INC. 39 63
    HILTON WORLDWIDE HOLDINGS, INC 306 779
    HINO MOTORS ADR 1,162 851
    HITACHI LTD 4,842 5,717
    HOLLYFRONTIER CORP 969 724
    HOLOGIC, INC 716 1,384
    HOME DEPOT INC 4,315 8,765
    HONDA MOTOR CO LTD 4,512 4,238
    HONDO MINERALS CORP 553 90
    HONEYWELL INTL 1,763 3,829
    HONG KONG EX&CL UNSP/ADR 2,141 4,598
    HORMEL FOODS CP 1,015 1,212
    HOST HOTELS & RESORTS INC 1,060 1,024
    HOWARD HUGHES CORPORATION 542 395
    HOYA CORP SPONS ADR 1,866 6,384
    HP INC 648 1,377
    HSBC HOLDINGS PLC 10,459 6,374
    HUBBELL INCORPORATED 1,019 1,568
    HUDSON PACIFIC PROPERTIES INC 1,150 817
    HUMANA INC 538 1,231
    HUNT J B 492 957
    HUNTINGTON INGALLS INDUSTRIES 621 852
    IAA INC 412 1,170
    IBERDROLA ADR 3,855 7,245
    IDEX CP 454 1,195
    IGM BIOSCIENCES ORD SHS 706 1,148
    IHS MARKIT LTD 1,407 2,425
    ILLINOIS TOOL WORKS 454 1,019
    ILLUMINA INC COM 16,228 19,980
    IMPERIAL BRANDS PL 3,905 1,555
    INCYTE CORPORATION 5,677 5,393
    INDUSTRIA DE DISENO 3,085 2,759
    INFINEON TECH ADS 6,493 12,760
    ING GROUP N V SPONSORED ADR 3,380 2,719
    INGERSOLL-RAND INC 225 729
    INGEVITY CORPORATION 95 227
    INOGEN INC 745 179
    INTEL CORP 4,287 6,327
    INTERCONTINENTAL EXCHANGE, INC 728 1,960
    INTERCONTINENTAL HOTELS GROUP 1,585 2,019
    INTERNATIONAL BUSINESS MACHINE 3,795 3,525
    INTESA SANPAOLO SPA 4,705 3,297
    INTUIT 1,360 2,279
    INTUITIVE SURGICAL 727 3,272
    INVITATION HOMES INC. 1,686 1,604
    IONIS PHARMACEUTICALS INC 677 622
    IPG PHOTONICS CORP 3,366 5,147
    IRON MOUNTAIN 670 737
    IRONWOOD PHARMACEUTICALS INC 3,992 3,371
    ISRAEL CHEMICALS LTD 2,128 2,469
    ISUZU MOTORS UNSP/ADR 732 643
    ITRON INC 11,861 18,701
    J SAINSBURY 2,431 2,369
    JAMES HARDIE IND ADR 2,846 5,724
    JAPAN AIRLINES 1,436 812
    JAPAN EXCHANGE GROUP INC 575 1,287
    JAPAN TOB INC 3,309 1,804
    JBG SMITH PROPERTIES 380 313
    JETBLUE AIRWAYS CORP 398 305
    JGC CORP ADR 1,224 748
    JOHNSON & JOHNSON 8,723 13,063
    JOHNSON CONTROLS INTERNATIONAL 1,462 1,491
    JONES LANG LASALLE 733 742
    JP MORGAN CHASE 6,978 11,818
    JP MORGAN STRATEGIC INCOME OPP 103,653 104,107
    JULIUS BAER GROUP LTD 2,961 3,075
    JUNIPER NETWORKS 1,041 855
    KAO CORP 2,419 3,628
    KAR AUCTION SERVICES INC 252 335
    KBC GROUP SA UNSP ADR 22,111 24,493
    KBR INC 408 742
    KDDI CP UNSP ADR 3,586 4,111
    KELLOGG CO 1,214 1,058
    KERING UNSPON ADR EA REPR 0.1 2,539 3,188
    KEURIG DR PEPPER INC 1,198 416
    KIMBERLY CLARK CORP 757 809
    KIMCO RLTY CORP 1,259 735
    KINGFISHER PLC 1,671 1,345
    KINGSPAN GROUP ORD SHS 2,576 3,106
    KIRIN BREWERY LTD 1,153 2,023
    KLA TENCOR CORP 206 777
    KNIGHT SWIFT TRANSPORTATION HO 810 962
    KOMATSU LTD 2,199 3,737
    KONE OYJ ADR B SHS 1,323 1,910
    KONINKLIJKE AHOLD DELHAIZE NV 7,963 9,429
    KONINKLIJKE DSM NV ADR 1,127 3,372
    KONINKLIJKE PHILIPS ELECTRONIC 1,847 4,009
    KROGER CO 830 826
    KUBOTA CORPORATION 2,015 2,869
    KYOCERA CORP ADR 3,328 3,761
    L BRANDS, INC 1,412 558
    L'AIR LIQUIDE ADR OTC 2,848 4,637
    L'OREAL ADR 4,254 8,148
    L3HARRIS TECHNOLOGIES 1,155 2,457
    LAFARGEHOLCIM LTD ADR 2,375 2,504
    LAIDLAW INTL 2,291 2,076
    LAM RESEARCH CORP 466 2,834
    LAMB WESTON HOLDINGS INC 283 787
    LAS VEGAS SANDS CORP 1,211 1,669
    LEAR CORP 362 477
    LEGAL & GENERAL GROUP 4,695 4,329
    LEGRAND INC 1,454 1,848
    LEND LEASE CORP LTD 2,711 2,477
    LENNAR CORP 366 610
    LENNAR CORP CL B 454 734
    LEONARDO S.P.A. AMER DEP RECEI 1,291 657
    LIBERTY MEDIA CORP - SER A 442 874
    LIBERTY MEDIA CORP - SEE B 106 213
    LIBERTY SIRIUS XM CORP - SER C 629 957
    LIBERTY SIRIUS XM GROUP - SER 476 691
    LINCOLN NATIONAL CORP 896 1,258
    LINDE PLC COM 9,754 13,439
    LIVANOVA PLC 4,694 4,436
    LIVENT CORPORATION 82 283
    LIXIL GROUP CORPORATION 1,026 995
    LKQ CORPORATION 6,070 6,378
    LLOYDS BANKING GROUP PLC 7,528 3,667
    LOCKHEED MARTIN CORP 2,824 3,550
    LONDON STK EXCHANGE GROUP 2,716 6,002
    LONZA GROUP AG UNSP/ADR 2,050 3,781
    LOUISIANA PACIFIC CP 118 186
    LOWES COMPANIES INC 1,276 2,729
    LULULEMON ATHLETICA INC 390 2,436
    LVMH MOET HENN UNSP 3,629 11,475
    LYFT INC 4,442 7,026
    LYONDELLBASELL INDUSTRIES NV 369 458
    M&T BANK CORP 1,036 1,400
    MACQUIRE INFRASTRUCTURE CO LLC 2,003 1,051
    MADISON SQUARE GARDEN CL A 181 184
    MADISON SQUARE GARDEN ENTERTAI 68 105
    MAILLINCKRODT PLC 725 2
    MAKITA CORP 1,564 2,718
    MANHATTAN ASSOCIATES INC 643 1,052
    MANPOWER GROUP INC 670 902
    MARATHON PETROLEUM CORP 1,560 1,861
    MARAVAI LIFESCIENCES HOLDINGS 2,015 1,795
    MARRIOTT INTERNATIONAL INC. CL 698 1,319
    MARSH AND MCLENNAN COMPANIES I 758 1,638
    MARVEL TECH INC 635 1,949
    MASCO CORP 2,444 4,065
    MASTERCARD INC 18,994 41,405
    MATRIX SERVICE CO COM STK 524 276
    MATTELL INC 726 471
    MCCORMICK & CO 11,331 22,562
    MCDONALD'S CORP 3,167 5,794
    MCKESSON CORP 678 1,391
    MEDIA GENERAL CL A 5,554 6,223
    MEDIOBANCA SPA 1,344 1,552
    MEDNAX, INC 851 294
    MEDTRONIC PLC 3,068 4,686
    MELCO RESORTS AND ENTERTAINMEN 1,579 1,410
    MERCK & CO INC 21,033 28,630
    MERCK KGAA SPON ADR EACH REPR 1,219 2,165
    MGM RESORTS INTERNATIONAL 754 1,071
    MICHELIN CIE GEN UNSP/ADR 1,303 1,749
    MICROCHIP TECHNOLOGY INC 368 1,105
    MICRON TECHNOLOGY 4,624 8,796
    MICROSOFT CORP 13,785 50,489
    MIDDLEBY CORPORATION 637 774
    MIRATI THERAPEUTICS INC 1,078 2,416
    MITSUBISHI ELEC UNSP/ADR 2,188 3,152
    MITSUBISHI ESTATE CO ADR 6,724 5,753
    MITSUBISHI UFJ FINANCIAL GROUP 6,165 4,377
    MITSUI FUDOSAN CO 1,684 1,452
    MIZUHO FINANCIAL GRO 1,711 1,206
    MOHAWK INDS INC 933 705
    MOLSON COOR BREW CO CL B 1,571 768
    MONDELEZ INTERNATIONAL INC 1,741 2,339
    MOODYS CORP 776 2,322
    MORGAN STANLEY 1,610 3,084
    MORNINGSTAR, INC 394 1,158
    MORRISON W SUPRMKT PLC 1,008 1,121
    MOTOROLA SOLUTIONS INC 941 1,020
    MS&AD INS GROUP ADR 1,627 1,699
    MSCI INC 4,837 25,899
    MUENCHENER RUECKVERS 2,379 3,535
    MURATA MFG INC UNSP/ADR 2,131 4,011
    NABORS INDUSTRIES LTD 992 116
    NASDAQ OMX GROUP 790 1,858
    NATIONAL AUSTRALIA BK LTD 5,237 4,181
    NATIONAL GRID TRANSCO PLC 7,422 7,025
    NATIONAL INSTRUMENTS CORPORATI 594 923
    NATL OILWELL VARCO 1,915 769
    NATWEST GROUP ADR REPRESENTING 2,981 2,165
    NEKTAR THERAPEUTICS 461 153
    NESTE OYJ 1,085 2,374
    NESTLE S.A 16,161 24,620
    NETAPP, INC 442 1,126
    NETFLIX INC 1,421 7,029
    NEUROCRINE BIOSCIENCES, INC 412 767
    NEVRO CORP 448 1,212
    NEW ORIENTAL ED & TECHNOLOGY G 3,612 5,388
    NEW YORK TIMES CO CL A 14,663 25,005
    NEWCREST MINING LTD-SPON ADR 3,098 4,398
    NEWMONT GOLDCORP CORPORATION 608 1,976
    NEWS CORP LTD CL A 854 1,168
    NEXTERA ENERGY, INC 1,857 5,555
    NICE SYSTEMS LTD 459 2,268
    NIDEC CORPORATION ADR 2,304 8,052
    NIELSEN HOLDINGS N.V 1,502 689
    NIKE INC-CL B 17,409 33,104
    NIKON CORP ADR 1,473 689
    NINTENDO CO LTD ADR UNSPON 3,294 5,717
    NIPPON TELEGRAPH & TELEPHONE C 4,760 5,603
    NISSAN MOTOR LTD ASR 2,439 1,252
    NITTO DENKO ADR 1,539 1,881
    NN GROUP N.V. 3,677 3,299
    NOKIA 3,446 2,119
    NOMURA HOLDINGS ADR 2,189 2,100
    NORDEA BANK ABP 4,300 3,027
    NORSK HYDRO ASA 4,392 4,548
    NORTHERN TRUST CORPORATION 1,193 1,583
    NORTHROP GRUMMAN CORP 1,200 1,219
    NORTONLIFELOCK INC 291 291
    NORWEGIAN CRUISE LINE HOLDINGS 693 305
    NOVARTIS AG ADR 11,415 14,353
    NOVO NORDISK A S 8,080 9,709
    NOVOZYMES A/S UNSP/ADR 13,443 18,148
    NSK LIMITED ADR 1,266 988
    NUANCE COMMUNICATIONS, INC 562 1,455
    NUTANIX INC 1,332 1,211
    NVENT ELECTRIC PLC 331 466
    NVIDIA CORP 612 9,922
    O'REILLY AUTOMOTIVE INC 416 905
    OCEANFIRST FINANCIAL CORP 468 391
    OLD DOMINION FREIGHT LINES 366 1,561
    OLD REP INTL CORP 593 828
    OLYMPUS CORP S/ADR 1,457 3,257
    OMNICELL, INC 12,696 21,844
    OMRON CORP S/ADR 1,243 3,311
    ONEOK INC 1,062 1,612
    ONO PHARMACEUTICAL ADR 1,121 868
    ORACLE CORP 1,712 3,105
    ORANGE 2,355 1,672
    ORIX CORP ADS 3,742 3,789
    ORKLA ASA SPON ADR 1,321 1,714
    ORMAT TECHNOLOGIES 16,492 27,084
    OTIS WORLDWIDE CORP 926 1,216
    OTSUKA HOLDINGS CO 2,177 2,314
    OVERSEA-CHINESE ADR 807 611
    OWENS CORNING 421 682
    PACWEST BANCORP 1,006 610
    PALO ALTO NETWORKS INC 18,073 38,382
    PAN PAC INTL HLDGS UNSPONSORED 741 1,954
    PANASONIC CORP 2,554 3,056
    PARKER HANNIFIN CP 290 817
    PAYCHEX 936 1,025
    PAYLOCITY CORP 271 1,441
    PAYPAL HOLDINGS, INC 11,601 48,714
    PBF ENERGY INC 453 135
    PEARSON PLC 1,123 955
    PENN VIRGINIA CORPORATION 1,018 1,035
    PENTAIR INC. COM 654 1,062
    PENUMBRA INC 16,894 17,150
    PEPSICO INC 4,078 5,932
    PERNOD-RECARD SA 2,354 3,950
    PERRIGO CO PLC 1,706 537
    PERSIMMON PLC ADR 1,702 2,142
    PERSPECTA INC 47 96
    PFIZER INC 5,265 6,515
    PHILIP MORRIS INTL 4,338 4,140
    PHILLIPS 66 3,048 2,098
    PNC FINANCIAL GROUP INC 476 1,192
    POLARIS INDUSTRIES 573 381
    PORSCHE AUTOMOBILE HOLDING SE 2,793 2,699
    POTLATCH CORP 500 750
    POWER ASSETS HLDGS SPON ADR RE 2,901 2,284
    PPL CORPORATION 369 282
    PRE-PAID LEGAL SERVICES 3,959 4,038
    PRELUDE THERAPEUTICS INC 791 1,359
    PRINCIPAL FINANCIAL GROUP 1,360 1,538
    PROCTER GAMBLE CO 5,797 10,296
    PROGRESSIVE CORP OHIO 1,696 2,571
    PROGYNY ORD SHS 430 805
    PROLOGIS 12,403 22,224
    PRUDENTIAL FINCL INC 1,274 1,249
    PRUDENTIAL PLC SC 2,976 2,290
    PRYSMIAN SPA MILANO 5,975 8,862
    PT BK MANDIR PRS UNSP/ADR 6,934 6,275
    PUBLICIS GROUPE S.A 1,321 975
    PVH CORP 439 563
    QBE INSURANCE GP UNSP/ADR 1,253 1,050
    QIAGEN NV 667 1,268
    QORVO INC 405 1,330
    QUALCOMM INC 2,142 4,875
    RAKUTEN SP ADR 684 648
    RALPH LAUREN CORP 669 622
    RAYTHEON TECHNOLOGIES CORP 1,517 1,859
    REALTY INCOME CORP 1,378 1,679
    REATA PHARMACEUTICALS, INC 739 371
    RECKITT BENCKISER GROUP 5,074 4,965
    RECRUIT HOLDINGS CO 3,614 4,499
    RED ELECTRICA DE ESPANA SA 3,647 3,550
    REGENCY CENTERS CORP 1,145 775
    REGENERON PHARMACEUTICALS INC 2,054 1,932
    REGIONS FINANCIAL CORP 913 1,564
    RELX PLC 3,085 3,822
    RENAULT SA 2,454 1,222
    RESIDEO TECHNOLOGIESINC COM 124 149
    RESMED INC 469 1,913
    RESTORATION HARDWARE 438 1,343
    RETAIL VALUE ORD 180 45
    REVANCE THERAPEUTICS INC COM 539 765
    RIO TINTO PLC SPONSORED ADR 5,313 6,695
    RITE AID CORP 473 47
    ROBERT HALF INTL INC 967 1,062
    ROCHE HOLDING LTD ADR 36,493 41,911
    ROKU INC 1,011 1,992
    ROLLS ROYCE GRP PLC S/ADR 1,643 305
    ROPER INDUSTRIES 930 2,155
    ROSS STORES, INC 375 982
    ROYAL CARRIBEAN CRUISE 1,176 896
    ROYAL GOLD INC COM 1,057 1,276
    ROYAL VOPAK NV 3,726 4,223
    RPC INC 321 66
    RPM INTERNATIONAL INC 645 1,362
    RYOHIN KEIKAKU 1,979 1,228
    S&P GLOBAL INC COM 1,154 2,630
    SAFRAN SA - UNSPON ADR 1,866 3,830
    SAGE THERAPEUTICS INC 223 346
    SALESFORCE.COM 15,732 30,042
    SAMPO PLC UNSPONSORED ADR 2,310 2,348
    SANDS CHINA LTD UNSP ADR 1,123 1,440
    SANDVIK AB SPONS ADR 1,141 3,246
    SANDY SPRING BANCORP INC 522 644
    SANOFI-AVENTIS SPONSORED ADR 7,563 8,260
    SAP AKTIENGESELL ADS 7,136 10,301
    SBA COMMUNICATIONS CORP 907 1,411
    SCHNEIDER ELEC UNSP/ADR 2,685 6,832
    SCOR ADS 1,300 1,094
    SEAGEN INC 2,897 3,853
    SEALED AIR CORP 687 733
    SECOM CO LTD ADR OTC 2,556 3,481
    SEI INVESTMENTS 915 1,034
    SEIKO EPSON CORP ADR 1,006 953
    SEKISUI HOUSE LTD 1,761 2,130
    SEMPRA ENERGY COM 372 510
    SERVICE NOW 669 4,403
    SERVICEMASTER GLOBAL HOLDINGS 379 714
    SEVEN & I HOLDINGS C 4,253 3,552
    SGS SA UNSP ADR 2,061 3,211
    SHERWIN-WILLIAMS CO 392 735
    SHIMANO INC UNSP ADR EACH REPR 1,457 2,400
    SHIN-ETSU CHEMICAL C 2,635 8,576
    SHISEIDO CO LTD 1,495 3,742
    SIEMENS AG 24,588 32,234
    SIGNET GROUP PLC SPONS ADR NAS 747 164
    SIMMONS FIRST NATIONAL CORP 438 432
    SINGAPORE TELE ADR 2,166 1,392
    SIX FLAGS ENTERTAINMENT CORPOR 596 375
    SKECHERS U S A INC CL A 465 575
    SKYWORKS SOLUTIONS, INC 494 917
    SL GREEN REALTY CORP 440 238
    SMC CORPORATION 1,926 4,471
    SMITH & NEPHEW PLC ADR 2,479 2,952
    SMITH A O CORP DEL COM 10,912 12,883
    SMITHS GROUP ORD 37.5P 1,514 2,274
    SNAP ON INC 1,178 1,198
    SOCIETE GENERLE FRNCE ADR 2,796 1,252
    SODEXHO ALLIANCE SA SP ADR 1,688 1,459
    SOFTBANK CP UNSP ADR 3,775 11,598
    SONIC HEALTHCARE LTD SHS 1,671 3,144
    SONY CORP ADR 2,663 10,919
    SOUTH STATE CORPORATION 463 651
    SOUTHWEST AIRLINES 293 326
    SPARK NEW ZEALAND SPON ADR 635 695
    SPECTRIS PLC 5,826 6,760
    SPIRE INC 939 1,025
    SPIRIT AEROSYSTEMS HOLDINGS CL 391 313
    SPLUNK INC 460 1,359
    SPROUTS FARMERS MARKET INC 480 362
    SQUARE INC 532 2,176
    SS&C TECHNOLOGIES INC 662 1,455
    STANLEY BLACK & DECKER INC 1,130 1,964
    STARBUCKS CORP COM 11,153 22,145
    STATE STREET CORPORATION 1,235 1,383
    STEPAN CO 476 1,193
    STERICYCLE INC 4,660 4,714
    STEWART INFORMATION SVCS CORP 475 629
    STMICROELECTRONICS 2,311 4,120
    STORA ENSO OYJ 877 1,829
    STRYKER CORPORATION 809 2,205
    SUBARU CORPORATION 1,287 975
    SUEZ ENVIRONNEMENT C 3,951 4,507
    SUMITOMO CHEMICAL CO 1,386 958
    SUMITOMO METAL 2,014 3,827
    SUMITOMO MITSUI FINCL GRP 10,934 8,947
    SUMITOMO MITSUI TR HOLDINGS SP 2,036 1,669
    SUN HUNG KAI PY LTD S/ADR 4,039 3,843
    SUNTORY BEVERAGE & FOOD LTD AD 1,564 1,262
    SUZUKI MOTOR CORP UNSP ADR 2,101 1,869
    SVB FINANCIAL GROUP 18,839 33,741
    SVENSKA HANDELSBK UNS ADR 1,790 1,347
    SWATCH GROUP AG 2,691 1,669
    SWEDBANK AB S/ADR 2,159 1,729
    SWEDISH MATCH AB FRUEHER SVENS 1,504 1,430
    SWIRE PAC LTD A S/ADR 5,095 2,642
    SWISS RE LTD ADR 3,223 3,222
    SWISSCOM AG S/ADR 1,557 1,666
    SYMRISE AG UNSPONSORED 796 1,264
    SYNCHRONY FINANCIAL 965 1,284
    SYNOVUS FINL CP 468 518
    SYSCO CORP 965 2,005
    SYSMEX CORP UNSP ASDR 3,611 5,173
    T&D HOLDINGS INC TOKYO 187 230
    T-MOBILE US INC 900 2,562
    T. ROWE PRICE GROUP 215 454
    TAIWAN SEMICONDUCTOR MFG CO LT 13,260 25,515
    TAKE-TWO INTERACTIVE SOFTWARE 200 1,247
    TAKEDA PHARMACEUTICAL COMPANY 14,947 12,576
    TAPESTRY INC 772 715
    TARGA RESOURCES CORP 262 237
    TARGET CORPORATION 809 1,942
    TCF FINANCIAL CORPORATION NEW 624 851
    TDK CORP 1,090 2,577
    TEAMVIEWER AG 1,520 1,610
    TECHTRONIC INDS SPD ADR 777 2,712
    TEGNA 322 363
    TELECOM ITALIA S.P.A 1,083 745
    TELECOM ITALIA SPA ADR 2,360 1,430
    TELEFONICA S A ADR 2,806 1,559
    TELENOR ASA 1,668 1,938
    TELIASONERA ADR 2,486 2,056
    TELSTRA CORPORATION 2,775 1,581
    TENARIS SA-ADR 5,858 3,509
    TERADATA CORPORATION 473 404
    TERNA RETE ELETTRICA 3,289 4,635
    TESCO PLC S ADR 1,804 2,485
    TESLA MOTORS INC 1,117 17,642
    TEVA PHARMACEUTICAL INDUSTRIES 2,966 830
    TEXAS INSTRUMENTS INC 1,670 5,580
    TEXTRON INC 579 677
    TH K CO LTD 1,172 2,065
    THE COCA-COLA CO 5,153 6,690
    THE JM SMUCKER COMPANY 1,099 1,040
    THE MOSAIC CO 567 460
    THE ODP CORPORATION 439 234
    THERMO FISHER SCIENTIFIC INC 1,941 6,521
    TIAA-CREF SOCIAL CHOICE BOND F 182,949 182,746
    TJX COMPANIES INC 1,835 3,756
    TOKIO MARINE HOLDINGS INC 2,449 3,323
    TOKYO ELECTRON LTD 1,167 7,206
    TORAY INDUSTRIES INC 2,219 1,415
    TOSHIBA CORP UNSP/ADR 592 818
    TOYOTA MTR CORP 8,708 10,820
    TPI COMPOSITES INC 7,981 20,531
    TRACTOR SUPPLY CO COM 334 562
    TRANE TECHNOLOGIES PLC 17,630 33,242
    TRANSOCEAN LTD 1,531 400
    TRAVELERS COMPANIES INC 21,594 23,582
    TREASURY WINE ESTATES ADR 675 829
    TRECORA RESOURCES 389 252
    TREND MICRO INCORPORATED ADS 1,255 1,779
    TRICO BANCSHARES 451 600
    TRIMBLE NAV LTD 5,292 10,016
    TRIPADVISOR LLC 745 259
    TRUIST FINANCIAL CORPORATION 1,956 3,403
    TWILIO INC 2,013 2,031
    TWITTER INC 697 1,679
    TYLER TECHNOLOGIES, INC 501 1,310
    TYSON FOODS INC CL A 846 1,031
    UBER 1,132 1,632
    UBISOFT ENTERTAIN UNSP ADR EAC 3,535 2,926
    UBS AG 7,208 5,977
    UBS SUSTAINABLE DEVELOPMENT BA 227,893 230,525
    ULTA SALON, COSMETICS & FRAGRA 362 574
    UMICORE SA 900 785
    UNDER ARMOUR INC CL A 567 240
    UNDER ARMOUR INC CL C 542 208
    UNICHARM CORP - SPN ADR 1,100 2,589
    UNICREDIT SPA 4,433 2,106
    UNILEVER PLC AMER 35,146 42,856
    UNION PACIFIC 1,970 5,206
    UNITED CONTINENTAL HOLDINGS IN 444 346
    UNITED OVRSEAS BK LTD ADR 2,067 2,563
    UNITED PARCEL SERVICE 2,510 4,210
    UNITED STATES STEEL CORP 92 117
    UNITED THERAPEUTICS CORP 455 759
    UNITED UTILITS ADR 2,680 2,749
    UNITEDHEALTH GROUP INC 2,184 10,170
    UNIVERSAL DISPLAY CORP 5,284 6,894
    UNIVERSAL HLTH SVC B 941 1,100
    UPM KYMMENE CORP 1,360 2,706
    US BANCORP 2,146 2,283
    USD CYRUSONE INC 1,296 1,317
    V F CORP 16,618 18,449
    VAIL RESORTS INC 373 837
    VALVOLINE INC 354 440
    VAREX IMAGING CORPORATION 97 67
    VARIAN MEDICAL SYSTEMS INC 693 1,750
    VEEVA SYSTEMS INC 505 1,361
    VEOLIA ENVIRONN ADS 3,642 3,788
    VERISIGN INC 671 1,731
    VERISK ANALYTICS, INC 5,531 13,909
    VERIZON COMMUNICATIONS 5,581 7,168
    VERTEX PHARMCTLS INC 1,347 2,600
    VESTAS WIND SYS UNSP/ADR 1,314 4,381
    VIACOMCBS INC 1,091 596
    VIATRIS ORD SHS 796 1,012
    VIKING THERAPEUTICS INC 537 445
    VINCI SA ADR 4,502 5,732
    VISA INC 4,003 11,593
    VISTEON CORP 841 879
    VIVENDI SA 3,605 4,430
    VMWARE INC 6,362 6,873
    VODAFONE GROUP PLC 8,597 4,532
    VOLKSWAGEN AG 3,310 3,336
    VOLKSWAGEN AG ADR 2,146 2,793
    VOLVO AS-A ADR 1,271 3,222
    VONTIER CORPORATION 137 301
    VORNADO RLTY TR 633 299
    VULCAN MATERIALS CO 1,015 1,631
    WABTEC 16,454 16,324
    WAL-MART STORES INC 2,452 5,766
    WALT DISNEY HOLDINGS CO 4,401 10,327
    WASHINGTON FED INC 553 618
    WASTE MANAGEMENT INC 262 590
    WAYFAIR INC 846 1,129
    WEC ENERGY GROUP, INC 971 1,749
    WEINGARTEN REALTY INVESTORS SB 1,022 650
    WELLS FARGO & CO 3,744 2,143
    WELLTOWER INC. 1,573 1,874
    WESFARMERS LTD ADR 2,223 3,421
    WEST JAPAN RAILWAY C 2,655 1,940
    WESTERN DIGITAL CORP 555 609
    WESTPAC BANKING CP 7,726 4,679
    WHIRLPOOL CORP 447 541
    WHITING PETROLEUM CORP 1,019 1,425
    WILLIAMS COS 2,226 1,905
    WILLIS TOWERS WATSON PUBLIC LT 438 632
    WILMAR INTERNATIONAL LTD 987 1,712
    WOLTERS KLUWER S/ADR 961 1,847
    WOODWARD INC 597 1,458
    WORKDAY INC 155 479
    WPP PLC 2,997 1,406
    WYNN MACAU 1,655 955
    WYNN RESORTS 564 677
    XCEL ENERGY INC 1,596 2,000
    XEROX HOLDINGS CORPORATION 706 557
    XPO LOGISTICS INC 274 596
    XYLEM INC 16,564 28,298
    YARA INTERNATIONAL ASA 1,072 1,040
    YUM BRANDS INC 352 760
    YUM CHINA HOLDINGS INC 630 1,656
    Z HOLDINGS CORP 1,562 2,339
    ZALANDO SE 1,655 5,799
    ZENDESK INC 4,613 6,870
    ZILLOW GROUP, INC (CL A) 314 1,223
    ZIMMER BIOMET HOLDINGS 356 770
    ZOETIS INC 424 1,490
    ZOGENIX INC 489 200
    ZOOM VIDEO COMMUNICATIONS INC 3,078 2,024
    ZURICH INS GROU ADR 3,162 5,109
    ZYMEWORKS ORD SHS 720 1,134

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BRIDGE WORKFORCE AND AFFORDABL   167,923 257,308
    CIBUS CLARA FUND LP   139,544 238,017
    RETHINK IMPACT LP   180,965 272,421

    TY 2020 OtherExpensesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 27,029     27,029
    Bank Charges 2,124 2,124    
    K-1 Exp BRIDGE WORKFORCE AND A 800 798    
    K-1 Exp CIBUS CLARA FUND LP 5,607 5,607    
    K-1 Exp RETHINK IMPACT LP 2,949 2,948    
    State or Local Filing Fees 11     11


    TY 2020 OtherIncomeSchedule2
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BRIDGE WORKFORCE AND AFFORDABLE HOUSI -21,501 -8,810  
    K-1 Inc/Loss CIBUS CLARA FUND LP 1,241 1,241  
    K-1 Inc/Loss RETHINK IMPACT LP 55 55  


    TY 2020 OtherIncreasesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description Amount
    RETURNED GRANT 1,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 45,642 45,642    


    TY 2020 TaxesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 2,700      
    990-PF Extension for 2019 3,218      
    Foreign Tax Paid 4,986 4,986    
    STATE INCOME TAX FOR 2019 50