Form990-PF
Click to see attachment

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 08-01-2020 , and ending 07-31-2021
Name of foundation
BERTHA AND JOHN GARABEDIAN CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 831041
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752831041
A Employer identification number

94-3188321
B Telephone number (see instructions)

(800) 357-7094
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,924,026J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 113,366 113,365  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,119
b Gross sales price for all assets on line 6a 532,303
7 Capital gain net income (from Part IV, line 2)... 88,119
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 201,485 201,484  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 93,596 56,158   37,438
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 103,927 0 0 103,927
b Accounting fees (attach schedule)....... Click to see attachment 2,050 1,230 0 820
c Other professional fees (attach schedule).... Click to see attachment 771 771   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 930 623   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 507 447   60
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 201,781 59,229 0 142,245
25 Contributions, gifts, grants paid....... 240,000 240,000
26 Total expenses and disbursements. Add lines 24 and 25 441,781 59,229 0 382,245
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -240,296
b Net investment income (if negative, enter -0-) 142,255
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 57,600 37,415 37,415
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,612,213 2,392,112 3,881,721
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 1 1 4,890
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,669,814 2,429,528 3,924,026
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,669,814 2,429,528
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,669,814 2,429,528
30 Total liabilities and net assets/fund balances (see instructions). 2,669,814 2,429,528
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,669,814
2
Enter amount from Part I, line 27a .....................
2
-240,296
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11
4
Add lines 1, 2, and 3 ..........................
4
2,429,529
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,429,528
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 12. AMERICAN ELECTRIC POWER CO   2019-07-02 2020-08-14
b 1. AMERICAN ELECTRIC POWER CO   2019-05-10 2020-08-14
c 23. CVS CAREMARK CORP COM   2020-05-21 2020-08-14
d 4. COCA COLA CO COM   2020-03-19 2020-08-14
e 4. DAVITA INC COM   2020-01-10 2020-08-14
12. DAVITA INC COM   2019-11-26 2020-08-14
5. EXXON MOBIL CORPORATION   2012-06-25 2020-08-14
1. HONEYWELL INTERNATIONAL INC   2020-02-07 2020-08-14
5. HONEYWELL INTERNATIONAL INC   2018-08-06 2020-08-14
2. INTERCONTINENTAL EXCHANGE INC COM   2019-01-22 2020-08-14
65. NAVIENT CORP COM   2018-12-10 2020-08-14
29. PHILLIPS 66 COM   2020-05-21 2020-08-14
3. PROLOGIS INC REITS   2020-01-10 2020-08-14
11. SOUTHWEST AIRLINES COMPANY   2019-03-08 2020-08-14
4. SOUTHWEST AIRLINES COMPANY   2019-03-29 2020-08-14
10. SOUTHWEST AIRLINES COMPANY   2019-01-22 2020-08-14
8. SOUTHWEST AIRLINES COMPANY   2018-10-31 2020-08-14
2. TARGET CORP   2019-11-26 2020-08-14
17. VORNADO RLTY TR SH BEN INT   2020-06-30 2020-08-14
73. INTERNATIONAL GAME TECHNOLOGY PLC COM   2020-03-19 2020-08-14
6. AT&T INC   2016-11-02 2020-09-04
8. ALASKA AIR GROUP INC   2020-06-30 2020-09-04
2. CIGNA CORP NEW COM   2020-03-19 2020-09-04
13. CUMMINS ENGINE INC   2019-05-10 2020-09-04
6. CUMMINS ENGINE INC   2019-05-31 2020-09-04
23. DAVITA INC COM   2019-11-26 2020-09-04
9. EBAY INC   2020-07-24 2020-09-04
17. HYATT HOTELS CORP CL A COM   2020-06-30 2020-09-04
9. INTERCONTINENTAL EXCHANGE INC COM   2019-01-22 2020-09-04
12. LKQ CORP   2019-11-26 2020-09-04
11. LKQ CORP   2020-01-10 2020-09-04
8. LKQ CORP   2020-02-07 2020-09-04
2. TARGET CORP   2019-11-26 2020-09-04
45. VORNADO RLTY TR SH BEN INT   2020-06-30 2020-09-04
3. EATON CORP PLC COM   2019-09-06 2020-09-04
13. AT&T INC   2016-11-02 2020-09-25
9. AT&T INC   2016-02-02 2020-09-25
5. ABBVIE INC COM   2020-06-05 2020-09-25
18. BANK NEW YORK MELLON CORP COM   2019-02-15 2020-09-25
6. BANK NEW YORK MELLON CORP COM   2019-03-08 2020-09-25
28. BANK NEW YORK MELLON CORP COM   2019-12-20 2020-09-25
47. BANK NEW YORK MELLON CORP COM   2020-02-07 2020-09-25
4. BANK NEW YORK MELLON CORP COM   2019-07-26 2020-09-25
3. BANK NEW YORK MELLON CORP COM   2019-10-18 2020-09-25
7. BANK NEW YORK MELLON CORP COM   2020-02-28 2020-09-25
7. BANK NEW YORK MELLON CORP COM   2020-05-21 2020-09-25
4. BLUEBIRD BIO INC COM   2019-07-02 2020-09-25
4. BOEING CO   2020-06-30 2020-09-25
13. EBAY INC   2020-06-30 2020-09-25
4. GILEAD SCIENCES INC   2019-07-02 2020-09-25
1. INTERCONTINENTAL EXCHANGE INC COM   2019-01-22 2020-09-25
2. J P MORGAN CHASE & CO COM   2020-02-07 2020-09-25
23. MGIC INVT CORP WIS   2019-11-26 2020-09-25
93. MGIC INVT CORP WIS   2019-11-08 2020-09-25
11. MARATHON PETE CORP COM   2017-11-28 2020-09-25
6. PHILIP MORRIS INTL INC COM   2019-07-26 2020-09-25
2. PHILIP MORRIS INTL INC COM   2019-04-18 2020-09-25
4. PHILIP MORRIS INTL INC COM   2019-02-15 2020-09-25
12. PHILIP MORRIS INTL INC COM   2020-02-28 2020-09-25
3. PHILIP MORRIS INTL INC COM   2019-07-02 2020-09-25
1. TARGET CORP   2019-11-26 2020-09-25
2. LYONDELLBASELL INDUSTRIES NV CL A COM   2016-08-08 2020-09-25
3. COPA HOLDINGS SA CL A COM   2020-06-30 2020-09-25
.725 GAMING & LEISURE PPTYS INC COM   2020-09-25 2020-10-06
15. AT&T INC   2016-02-02 2020-10-16
8. AMERICAN ELECTRIC POWER CO   2019-05-10 2020-10-16
1. AMERICAN ELECTRIC POWER CO   2018-01-30 2020-10-16
31. BRIXMOR PPTY GROUP INC REITS   2020-02-07 2020-10-16
8. HONEYWELL INTERNATIONAL INC   2018-08-06 2020-10-16
1. HONEYWELL INTERNATIONAL INC   2018-11-19 2020-10-16
1. J P MORGAN CHASE & CO COM   2020-02-07 2020-10-16
1. J P MORGAN CHASE & CO COM   2020-02-14 2020-10-16
1. J P MORGAN CHASE & CO COM   2020-01-23 2020-10-16
1. J P MORGAN CHASE & CO COM   2020-04-08 2020-10-16
1. MARATHON PETE CORP COM   2017-11-28 2020-10-16
6. MARATHON PETE CORP COM   2020-02-28 2020-10-16
16. POPULAR INC NEW COM   2018-10-09 2020-10-16
7. PULTE CORPORATION   2020-02-07 2020-10-16
1. EATON CORP PLC COM   2019-09-06 2020-10-16
33. LYONDELLBASELL INDUSTRIES NV CL A COM   2016-08-08 2020-10-16
2. LYONDELLBASELL INDUSTRIES NV CL A COM   2016-07-19 2020-10-16
4. LYONDELLBASELL INDUSTRIES NV CL A COM   2016-07-19 2020-10-16
1. LYONDELLBASELL INDUSTRIES NV CL A COM   2020-05-01 2020-10-16
15. LYONDELLBASELL INDUSTRIES NV CL A COM   2020-03-19 2020-10-16
7. COPA HOLDINGS SA CL A COM   2020-06-30 2020-10-16
1100. DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND   2015-03-17 2020-10-20
4355. ISHARES SHORT-TERM CORP BD ETF   2018-10-23 2020-10-20
2. AT&T INC   2016-02-02 2020-11-06
10. AT&T INC   2016-01-12 2020-11-06
9. AT&T INC   2018-07-16 2020-11-06
15. AT&T INC   2019-01-22 2020-11-06
11. AT&T INC   2018-11-19 2020-11-06
17. AT&T INC   2019-03-08 2020-11-06
29. AT&T INC   2018-12-10 2020-11-06
5. AT&T INC   2018-12-31 2020-11-06
3. AMERICAN ELECTRIC POWER CO   2018-01-30 2020-11-06
5. DISNEY WALT CO   2020-09-25 2020-11-06
8. EBAY INC   2020-06-30 2020-11-06
14. GAMING & LEISURE PPTYS INC COM   2020-05-01 2020-11-06
5. HONEYWELL INTERNATIONAL INC   2018-11-19 2020-11-06
1. HONEYWELL INTERNATIONAL INC   2018-10-31 2020-11-06
14. J P MORGAN CHASE & CO COM   2020-04-08 2020-11-06
8. PRUDENTIAL FINL INC COM   2015-09-30 2020-11-06
6. SOUTHERN CO   2020-03-19 2020-11-06
8. STEEL DYNAMICS INC   2018-10-31 2020-11-06
47. STEEL DYNAMICS INC   2019-05-10 2020-11-06
5. STEEL DYNAMICS INC   2019-07-02 2020-11-06
15. STEEL DYNAMICS INC   2020-06-12 2020-11-06
11. STEEL DYNAMICS INC   2019-05-31 2020-11-06
4. WYNDHAM DESTINATIONS INC COM   2020-01-10 2020-11-06
8. WYNDHAM DESTINATIONS INC COM   2019-11-08 2020-11-06
2. EATON CORP PLC COM   2019-09-06 2020-11-06
5. COPA HOLDINGS SA CL A COM   2020-06-30 2020-11-06
2. EMERSON ELEC CO   2020-06-12 2020-11-25
15. EMERSON ELEC CO   2020-05-21 2020-11-25
22. EQUITABLE HLDGS INC COM   2020-10-16 2020-11-25
93. EQUITABLE HLDGS INC COM   2020-09-25 2020-11-25
2. HUMANA INC   2020-04-08 2020-11-25
13. ILLINOIS TOOL WORKS INCORPORATED   2020-06-30 2020-11-25
6. LENNAR CORPORATION   2020-07-24 2020-11-25
1. NORTHROP CORPORATION   2020-09-25 2020-11-25
9. STEEL DYNAMICS INC   2019-05-31 2020-11-25
58. UNIVAR INC COM   2020-10-16 2020-11-25
5. WYNDHAM DESTINATIONS INC COM   2019-11-08 2020-11-25
1. EATON CORP PLC COM   2019-09-06 2020-11-25
8. COPA HOLDINGS SA CL A COM   2020-06-30 2020-11-25
15. COPA HOLDINGS SA CL A COM   2020-07-24 2020-11-25
1.117 VIATRIS INC COM   2020-05-01 2020-11-30
.883 VIATRIS INC COM   2011-03-11 2020-11-30
4. ALLSTATE CORPORATION   2019-12-20 2020-12-18
2. CONCENTRIX CORP COM   2020-09-25 2020-12-18
1. CONCENTRIX CORP COM   2020-10-16 2020-12-18
3. EMERSON ELEC CO   2020-05-21 2020-12-18
8. EMERSON ELEC CO   2020-05-01 2020-12-18
43. GAMING & LEISURE PPTYS INC COM   2020-05-01 2020-12-18
12. J P MORGAN CHASE & CO COM   2020-04-08 2020-12-18
1. ONEMAIN HLDGS INC COM   2020-11-06 2020-12-18
11. ONEMAIN HLDGS INC COM   2020-04-08 2020-12-18
8. REGAL BELOIT CORP   2020-09-04 2020-12-18
9. REGAL BELOIT CORP   2020-08-14 2020-12-18
1. SBA COMMUNICATIONS CORP NEW CL A REITS   2020-09-25 2020-12-18
7. SEMPRA ENERGY   2020-01-10 2020-12-18
1. THERMO ELECTRON CORP   2020-03-19 2020-12-18
1. VERISIGN INC   2019-09-27 2020-12-18
2. VERISIGN INC   2019-10-18 2020-12-18
8. XCEL ENERGY INC COM   2019-09-27 2020-12-18
1. XCEL ENERGY INC COM   2019-10-18 2020-12-18
10. COPA HOLDINGS SA CL A COM   2020-07-24 2020-12-18
.453 GAMING & LEISURE PPTYS INC COM   2020-12-24 2021-01-11
1. ALLSTATE CORPORATION   2019-12-20 2021-01-15
4. ALLSTATE CORPORATION   2019-11-08 2021-01-15
19. ALLSTATE CORPORATION   2017-01-05 2021-01-15
3. ELECTRONIC ARTS   2020-06-12 2021-01-15
7. ELECTRONIC ARTS   2020-05-21 2021-01-15
1. ELECTRONIC ARTS   2020-05-01 2021-01-15
4. GENERAL MILLS INC   2020-07-24 2021-01-15
3. GENERAL MILLS INC   2020-07-24 2021-01-15
5. INTEL CORPORATION   2020-02-07 2021-01-15
2. MCDONALDS CORP   2020-11-06 2021-01-15
2. MCDONALDS CORP   2020-07-24 2021-01-15
5. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-01-10 2021-01-15
5. NRG ENERGY INC COM   2020-05-21 2021-01-15
6. PRUDENTIAL FINL INC COM   2015-09-30 2021-01-15
2. PRUDENTIAL FINL INC COM   2016-04-05 2021-01-15
16. SEMPRA ENERGY   2020-07-24 2021-01-15
6. SEMPRA ENERGY   2020-11-06 2021-01-15
2. TARGET CORP   2019-11-26 2021-01-15
4. THERMO ELECTRON CORP   2020-03-19 2021-01-15
31. WELLS FARGO COMPANY   2020-09-25 2021-01-15
2. WEX INC COM   2020-07-24 2021-01-15
18. XCEL ENERGY INC COM   2019-10-18 2021-01-15
2. XCEL ENERGY INC COM   2020-05-21 2021-01-15
.854 VIATRIS INC COM   2011-03-11 2021-02-02
1. ARROW ELECTRONICS INCORPORATED   2020-08-14 2021-02-05
2. BROADCOM INC COM   2020-06-30 2021-02-05
1. CSX CORP   2021-01-15 2021-02-05
4. CSX CORP   2019-07-02 2021-02-05
1. CHEVRONTEXACO CORP COM   2018-08-06 2021-02-05
2. ELECTRONIC ARTS   2020-05-01 2021-02-05
5. ELECTRONIC ARTS   2019-12-20 2021-02-05
2. ELECTRONIC ARTS   2019-09-06 2021-02-05
19. INTERCONTINENTAL EXCHANGE INC COM   2019-01-22 2021-02-05
12. INTERCONTINENTAL EXCHANGE INC COM   2019-02-15 2021-02-05
84. KIMCO REALTY CORP COM   2020-12-18 2021-02-05
3. L3HARRIS TECHNOLOGIES INC COM   2020-11-25 2021-02-05
2. LENNAR CORPORATION   2021-01-15 2021-02-05
5. NRG ENERGY INC COM   2020-05-21 2021-02-05
43. ONEMAIN HLDGS INC COM   2020-04-08 2021-02-05
1. SBA COMMUNICATIONS CORP NEW CL A REITS   2020-09-25 2021-02-05
2. SBA COMMUNICATIONS CORP NEW CL A REITS   2020-08-14 2021-02-05
3. THERMO ELECTRON CORP   2020-03-19 2021-02-05
1. ALEXION PHARMACEUTICALS INC   2019-07-02 2021-02-26
1. ALEXION PHARMACEUTICALS INC   2019-02-15 2021-02-26
2. ALEXION PHARMACEUTICALS INC   2017-06-22 2021-02-26
2. ALEXION PHARMACEUTICALS INC   2018-02-02 2021-02-26
2. ALEXION PHARMACEUTICALS INC   2020-09-25 2021-02-26
17. ALLSTATE CORPORATION   2017-01-05 2021-02-26
1. CONOCOPHILLIPS COM   2019-05-17 2021-02-26
11. CONOCOPHILLIPS COM   2015-07-28 2021-02-26
2. CONOCOPHILLIPS COM   2012-05-16 2021-02-26
5. DIGITAL RLTY TR INC REITS   2020-10-16 2021-02-26
4. DIGITAL RLTY TR INC REITS   2020-11-06 2021-02-26
10. DIGITAL RLTY TR INC REITS   2020-09-04 2021-02-26
3. DIGITAL RLTY TR INC REITS   2020-12-18 2021-02-26
4. ELECTRONIC ARTS   2019-11-08 2021-02-26
5. ELECTRONIC ARTS   2019-09-27 2021-02-26
3. GENERAL MILLS INC   2020-08-14 2021-02-26
2. GENERAL MILLS INC   2020-07-24 2021-02-26
1. HUMANA INC   2020-04-08 2021-02-26
3. HUMANA INC   2020-02-28 2021-02-26
41. INTERPUBLIC GROUP COS INC   2020-11-06 2021-02-26
3. MERCK & CO INC NEW COM   2019-02-15 2021-02-26
4. MERCK & CO INC NEW COM   2019-03-08 2021-02-26
2. MERCK & CO INC NEW COM   2019-01-25 2021-02-26
4. MERCK & CO INC NEW COM   2018-12-10 2021-02-26
2. MERCK & CO INC NEW COM   2018-11-19 2021-02-26
1. MERCK & CO INC NEW COM   2020-06-12 2021-02-26
12. MERCK & CO INC NEW COM   2019-01-22 2021-02-26
2. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-01-10 2021-02-26
1. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-09-04 2021-02-26
2. REGAL BELOIT CORP   2020-08-14 2021-02-26
3. TRAVEL + LEISURE CO COM   2019-11-08 2021-02-26
18. TRAVEL + LEISURE CO COM   2019-09-06 2021-02-26
3. ARROW ELECTRONICS INCORPORATED   2020-08-14 2021-03-19
7. BEST BUY INCORPORATED   2020-09-04 2021-03-19
1. CHEVRONTEXACO CORP COM   2019-05-10 2021-03-19
1. CHEVRONTEXACO CORP COM   2018-07-16 2021-03-19
1. CHEVRONTEXACO CORP COM   2018-08-06 2021-03-19
2. CITIGROUP INC NEW COM   2020-03-19 2021-03-19
9. CONOCOPHILLIPS COM   2015-07-28 2021-03-19
7. CONOCOPHILLIPS COM   2019-08-16 2021-03-19
9. CONOCOPHILLIPS COM   2015-08-19 2021-03-19
2. CONOCOPHILLIPS COM   2012-05-23 2021-03-19
2. CONOCOPHILLIPS COM   2012-04-25 2021-03-19
15. CONOCOPHILLIPS COM   2016-01-12 2021-03-19
12. CONOCOPHILLIPS COM   2020-05-01 2021-03-19
12. CONOCOPHILLIPS COM   2016-02-02 2021-03-19
11. CONOCOPHILLIPS COM   2016-02-23 2021-03-19
1. DEERE & COMPANY   2020-12-18 2021-03-19
8. DISH NETWORK CORP COM CL A   2020-09-04 2021-03-19
5. ELECTRONIC ARTS   2019-09-27 2021-03-19
7. INTERCONTINENTAL EXCHANGE INC COM   2019-02-15 2021-03-19
1. KIMBERLY CLARK CORP COM   2018-01-08 2021-03-19
2. LENNAR CORPORATION   2021-01-15 2021-03-19
9. MERCK & CO INC NEW COM   2019-01-22 2021-03-19
8. MERCK & CO INC NEW COM   2016-03-15 2021-03-19
8. NEWMONT MINING CORP   2020-11-06 2021-03-19
11. PROLOGIS INC REITS   2020-01-10 2021-03-19
2. PROLOGIS INC REITS   2019-12-20 2021-03-19
2. RELIANCE STL & ALUM CO   2019-12-20 2021-03-19
1. 3M CO COM   2019-06-21 2021-03-19
1. 3M CO COM   2019-05-31 2021-03-19
3. TRAVEL + LEISURE CO COM   2019-09-06 2021-03-19
8. TRAVEL + LEISURE CO COM   2020-09-04 2021-03-19
121. VISTRA ENERGY CORP COM   2021-01-15 2021-03-19
6. ACTIVISION BLIZZARD INC COM   2020-10-16 2021-04-09
4. ACTIVISION BLIZZARD INC COM   2020-11-06 2021-04-09
1. ACTIVISION BLIZZARD INC COM   2020-09-04 2021-04-09
1. ARROW ELECTRONICS INCORPORATED   2020-08-14 2021-04-09
8. CSX CORP   2019-07-02 2021-04-09
4. CHEMOURS CO COM   2021-02-05 2021-04-09
1. CITIGROUP INC NEW COM   2020-03-19 2021-04-09
8. CONOCOPHILLIPS COM   2016-02-23 2021-04-09
7. KIMBERLY CLARK CORP COM   2018-01-08 2021-04-09
16. KIMCO REALTY CORP COM   2020-12-18 2021-04-09
6. MERCK & CO INC NEW COM   2016-03-15 2021-04-09
9. NEWMONT MINING CORP   2020-11-06 2021-04-09
5. 3M CO COM   2019-05-31 2021-04-09
3. WEX INC COM   2020-07-24 2021-04-09
1. WEX INC COM   2020-09-04 2021-04-09
10. ARROW ELECTRONICS INCORPORATED   2020-08-14 2021-04-30
11. BEST BUY INCORPORATED   2020-09-04 2021-04-30
5. BEST BUY INCORPORATED   2020-09-25 2021-04-30
2. BEST BUY INCORPORATED   2020-05-21 2021-04-30
1. BEST BUY INCORPORATED   2020-04-08 2021-04-30
21. POPULAR INC NEW COM   2021-01-15 2021-04-30
2. POPULAR INC NEW COM   2018-10-09 2021-04-30
6. POPULAR INC NEW COM   2019-01-22 2021-04-30
8. POPULAR INC NEW COM   2018-08-28 2021-04-30
1. POPULAR INC NEW COM   2018-09-18 2021-04-30
8. QUANTA SVCS INC   2020-11-25 2021-04-30
1. QUANTA SVCS INC   2020-12-18 2021-04-30
2. WEX INC COM   2020-09-04 2021-04-30
9. MEDTRONIC PLC COM   2020-01-10 2021-04-30
6. COPA HOLDINGS SA CL A COM   2020-07-24 2021-04-30
2. BLACKROCK INC CL A   2020-02-07 2021-05-21
2. BRISTOL MYERS SQUIBB CO COM   2021-03-19 2021-05-21
5. BROADCOM INC COM   2020-06-30 2021-05-21
3. EXELON CORP COM   2019-07-02 2021-05-21
11. EXELON CORP COM   2019-03-08 2021-05-21
2. HCA HLDGS INC COM   2020-09-04 2021-05-21
2. NEWMONT MINING CORP   2020-11-06 2021-05-21
4. NEWMONT MINING CORP   2021-01-15 2021-05-21
2. NEWMONT MINING CORP   2021-02-05 2021-05-21
26. QUANTA SVCS INC   2020-12-18 2021-05-21
15. QUANTA SVCS INC   2020-11-06 2021-05-21
3. QUANTA SVCS INC   2020-10-16 2021-05-21
1. RELIANCE STL & ALUM CO   2019-12-20 2021-05-21
3. BEST BUY INCORPORATED   2020-04-08 2021-06-11
4. BROADCOM INC COM   2020-06-30 2021-06-11
1. CHEMOURS CO COM   2021-02-05 2021-06-11
8. CHEMOURS CO COM   2021-01-15 2021-06-11
7. CHEMOURS CO COM   2020-11-25 2021-06-11
2. JEFFERIES FINL GROUP INC COM   2021-03-19 2021-06-11
40. KIMCO REALTY CORP COM   2020-12-18 2021-06-11
2. LENNAR CORPORATION   2021-01-15 2021-06-11
3. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-09-04 2021-06-11
3. NRG ENERGY INC COM   2020-05-21 2021-06-11
3. NRG ENERGY INC COM   2020-08-14 2021-06-11
14. PROLOGIS INC REITS   2019-12-20 2021-06-11
11. QUANTA SVCS INC   2020-10-16 2021-06-11
2. UNITED PARCEL SERVICE CL B   2021-02-05 2021-06-11
12. MEDTRONIC PLC COM   2020-01-10 2021-06-11
6. MEDTRONIC PLC COM   2019-12-20 2021-06-11
3. ABBVIE INC COM   2021-02-26 2021-06-28
8. ABBVIE INC COM   2020-06-05 2021-06-28
17. ADVANCED MICRO DEVICES INC   2021-02-05 2021-06-28
2. ADVANCED MICRO DEVICES INC   2021-04-09 2021-06-28
4. ADVANCED MICRO DEVICES INC   2021-05-21 2021-06-28
1. AUTODESK INC (DEL)   2021-05-21 2021-06-28
1. AUTODESK INC (DEL)   2021-03-19 2021-06-28
1. AUTODESK INC (DEL)   2020-06-30 2021-06-28
1. AUTODESK INC (DEL)   2020-08-14 2021-06-28
2. AUTODESK INC (DEL)   2020-07-24 2021-06-28
4. AUTODESK INC (DEL)   2020-06-12 2021-06-28
10. BIOMARIN PHARMACEUTICAL   2020-09-25 2021-06-28
54. BLOCK H & R INC   2020-12-18 2021-06-28
22. CHEMOURS CO COM   2020-11-25 2021-06-28
12. CHEMOURS CO COM   2020-11-06 2021-06-28
4. CHEMOURS CO COM   2020-08-14 2021-06-28
6. DEERE & COMPANY   2020-12-18 2021-06-28
4. DEERE & COMPANY   2020-09-04 2021-06-28
8. DELTA AIR LINES INC DEL NEW COM   2020-11-25 2021-06-28
2. EOG RESOURCES INC   2021-04-09 2021-06-28
2. GENERAL MILLS INC   2020-07-24 2021-06-28
2. GENERAL MILLS INC   2020-05-01 2021-06-28
1. GENERAL MILLS INC   2019-09-06 2021-06-28
8. HCA HLDGS INC COM   2020-09-04 2021-06-28
1. HCA HLDGS INC COM   2020-10-16 2021-06-28
5. HCA HLDGS INC COM   2020-08-14 2021-06-28
1. HOME DEPOT INC   2020-10-16 2021-06-28
1. HOME DEPOT INC   2020-11-06 2021-06-28
2. HOME DEPOT INC   2020-12-18 2021-06-28
3. HOME DEPOT INC   2019-07-02 2021-06-28
10. JEFFERIES FINL GROUP INC COM   2021-02-05 2021-06-28
47. JEFFERIES FINL GROUP INC COM   2020-10-16 2021-06-28
2. NRG ENERGY INC COM   2020-08-14 2021-06-28
3. NRG ENERGY INC COM   2020-06-12 2021-06-28
18. NRG ENERGY INC COM   2020-02-28 2021-06-28
3. NEXSTAR MEDIA GROUP INC CL A COM   2020-11-25 2021-06-28
6. NU SKIN ASIA PACIFIC INC, CL A   2021-02-26 2021-06-28
4. PULTE CORPORATION   2021-02-05 2021-06-28
19. PULTE CORPORATION   2020-02-07 2021-06-28
11. PULTE CORPORATION   2020-02-28 2021-06-28
4. SAGE THERAPEUTICS INC COM   2021-02-26 2021-06-28
4. TARGET CORP   2019-11-26 2021-06-28
2. UNION PAC CORP COM   2020-10-16 2021-06-28
21. ADVANCED MICRO DEVICES INC   2021-05-21 2021-07-28
1. AUTODESK INC (DEL)   2020-06-12 2021-07-28
9. AUTODESK INC (DEL)   2020-05-01 2021-07-28
4. AUTONATION,INC   2021-04-30 2021-07-28
2. BIOGEN IDEC INC   2021-02-26 2021-07-28
24. CHEMOURS CO COM   2020-08-14 2021-07-28
14. CHEMOURS CO COM   2020-09-04 2021-07-28
4. DTE ENERGY CO   2021-04-09 2021-07-28
2. DT MIDSTREAM INC COM   2021-04-09 2021-07-28
10. DEERE & COMPANY   2020-09-04 2021-07-28
3. EOG RESOURCES INC   2021-04-09 2021-07-28
7. GENERAL MILLS INC   2019-09-06 2021-07-28
24. GENERAL MILLS INC   2018-06-13 2021-07-28
16. HCA HLDGS INC COM   2020-08-14 2021-07-28
23. JEFFERIES FINL GROUP INC COM   2020-10-16 2021-07-28
12. KIMBERLY CLARK CORP COM   2018-01-08 2021-07-28
8. KIMBERLY CLARK CORP COM   2017-12-17 2021-07-28
19. NRG ENERGY INC COM   2020-02-28 2021-07-28
7. PRUDENTIAL FINL INC COM   2016-04-05 2021-07-28
6. PULTE CORPORATION   2020-02-28 2021-07-28
2. TARGET CORP   2019-11-26 2021-07-28
2. EATON CORP PLC COM   2019-09-27 2021-07-28
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(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 996   1,074 -78
b 83   84 -1
c 1,504   1,460 44
d 194   168 26
e 329   303 26
987   877 110
215   404 -189
160   176 -16
799   744 55
204   151 53
580   667 -87
1,821   2,254 -433
310   269 41
382   565 -183
139   204 -65
347   510 -163
278   399 -121
272   255 17
606   648 -42
762   297 465
176   219 -43
325   290 35
353   286 67
2,669   2,130 539
1,232   924 308
1,995   1,681 314
470   492 -22
1,024   856 168
894   681 213
379   430 -51
347   379 -32
252   264 -12
292   255 37
1,633   1,715 -82
309   247 62
363   474 -111
251   324 -73
428   476 -48
595   950 -355
198   306 -108
926   1,424 -498
1,555   2,228 -673
132   188 -56
99   135 -36
232   274 -42
232   245 -13
225   513 -288
610   728 -118
679   678 1
248   274 -26
99   76 23
185   275 -90
197   329 -132
797   1,308 -511
310   681 -371
453   516 -63
151   170 -19
302   331 -29
906   968 -62
227   239 -12
154   128 26
139   151 -12
165   153 12
28   27 1
412   539 -127
730   675 55
91   69 22
355   650 -295
1,404   1,191 213
175   148 27
102   138 -36
102   126 -24
102   117 -15
102   93 9
30   62 -32
179   279 -100
623   833 -210
339   323 16
110   82 28
2,547   2,488 59
154   140 14
309   262 47
77   55 22
1,158   659 499
355   358 -3
34,081   33,014 1,067
239,156   225,021 14,135
55   72 -17
275   339 -64
247   287 -40
412   461 -49
302   334 -32
467   507 -40
797   862 -65
137   142 -5
273   206 67
637   616 21
406   417 -11
555   374 181
925   738 187
185   145 40
1,444   1,300 144
508   610 -102
359   311 48
258   319 -61
1,515   1,530 -15
161   152 9
484   394 90
355   282 73
148   205 -57
296   394 -98
221   165 56
256   256  
158   121 37
1,184   847 337
578   451 127
2,443   1,674 769
801   679 122
2,751   2,262 489
455   417 38
313   326 -13
342   231 111
1,069   1,058 11
222   247 -25
122   82 40
651   409 242
1,220   675 545
19   18 1
15   7 8
427   449 -22
201   126 75
100   74 26
242   169 73
646   430 216
1,837   1,146 691
1,425   1,114 311
46   37 9
508   223 285
939   798 141
1,057   882 175
278   314 -36
918   1,049 -131
456   286 170
218   190 28
436   370 66
531   525 6
66   63 3
769   450 319
19   20 -1
108   112 -4
433   430 3
2,059   1,410 649
415   364 51
968   827 141
138   113 25
223   256 -33
167   192 -25
294   334 -40
418   433 -15
418   395 23
372   262 110
202   178 24
498   457 41
166   142 24
1,975   2,014 -39
741   752 -11
392   255 137
2,008   1,145 863
995   728 267
411   324 87
1,149   1,143 6
128   120 8
15   7 8
99   76 23
943   626 317
89   92 -3
356   312 44
90   124 -34
283   226 57
706   541 165
283   198 85
2,127   1,437 690
1,343   899 444
1,414   1,240 174
554   584 -30
177   152 25
210   178 32
2,386   871 1,515
276   314 -38
552   612 -60
1,476   859 617
152   133 19
152   128 24
305   251 54
305   235 70
305   227 78
1,838   1,262 576
52   57 -5
570   569 1
104   105 -1
684   791 -107
547   587 -40
1,369   1,436 -67
411   400 11
547   391 156
684   486 198
167   196 -29
111   128 -17
388   340 48
1,164   945 219
1,067   782 285
221   240 -19
294   317 -23
147   156 -9
294   306 -12
147   152 -5
74   76 -2
882   908 -26
154   105 49
77   52 25
275   196 79
177   148 29
1,062   824 238
328   228 100
834   753 81
105   121 -16
105   128 -23
105   124 -19
147   80 67
485   465 20
377   361 16
485   435 50
108   96 12
108   90 18
808   610 198
646   467 179
646   449 197
593   367 226
377   267 110
301   269 32
641   486 155
782   525 257
132   119 13
191   152 39
691   681 10
614   418 196
495   546 -51
1,127   985 142
205   176 29
299   244 55
190   173 17
190   160 30
195   137 58
519   251 268
2,085   2,591 -506
569   486 83
379   314 65
95   78 17
115   76 39
781   625 156
109   110 -1
73   40 33
411   267 144
959   833 126
311   236 75
456   314 142
556   614 -58
985   801 184
651   486 165
217   158 59
1,151   760 391
1,278   1,184 94
581   531 50
232   157 75
116   64 52
1,579   1,270 309
150   104 46
451   310 141
602   412 190
75   50 25
779   560 219
97   68 29
413   315 98
1,169   1,068 101
521   270 251
1,724   1,108 616
135   124 11
2,252   1,564 688
137   146 -9
502   533 -31
417   273 144
147   137 10
295   252 43
147   117 30
2,412   1,773 639
1,392   983 409
278   186 92
166   122 44
343   192 151
1,876   1,251 625
37   28 9
298   215 83
261   178 83
64   68 -4
884   591 293
185   152 33
276   157 119
110   107 3
110   105 5
1,739   1,235 504
1,012   683 329
404   326 78
1,483   1,425 58
741   682 59
340   319 21
906   762 144
1,481   1,492 -11
174   167 7
349   310 39
293   280 13
293   264 29
293   238 55
293   235 58
585   464 121
1,170   885 285
844   772 72
1,257   839 418
752   559 193
410   273 137
137   84 53
2,099   1,603 496
1,399   843 556
345   330 15
166   144 22
121   128 -7
121   119 2
60   54 6
1,654   1,094 560
207   136 71
1,034   663 371
314   289 25
314   285 29
628   545 83
942   627 315
317   259 58
1,490   960 530
81   70 11
122   101 21
733   598 135
451   329 122
350   303 47
218   189 29
1,036   876 160
600   447 153
225   331 -106
965   511 454
439   420 19
2,067   1,626 441
313   221 92
2,817   1,570 1,247
469   414 55
667   548 119
784   506 278
457   291 166
471   459 12
85   84 1
3,542   2,107 1,435
220   216 4
412   380 32
1,413   1,073 340
3,941   2,122 1,819
759   470 289
1,615   1,427 188
1,077   910 167
791   631 160
706   498 208
317   244 73
517   255 262
312   165 147
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
      37,986
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       -78
b       -1
c       44
d       26
e       26
      110
      -189
      -16
      55
      53
      -87
      -433
      41
      -183
      -65
      -163
      -121
      17
      -42
      465
      -43
      35
      67
      539
      308
      314
      -22
      168
      213
      -51
      -32
      -12
      37
      -82
      62
      -111
      -73
      -48
      -355
      -108
      -498
      -673
      -56
      -36
      -42
      -13
      -288
      -118
      1
      -26
      23
      -90
      -132
      -511
      -371
      -63
      -19
      -29
      -62
      -12
      26
      -12
      12
      1
      -127
      55
      22
      -295
      213
      27
      -36
      -24
      -15
      9
      -32
      -100
      -210
      16
      28
      59
      14
      47
      22
      499
      -3
      1,067
      14,135
      -17
      -64
      -40
      -49
      -32
      -40
      -65
      -5
      67
      21
      -11
      181
      187
      40
      144
      -102
      48
      -61
      -15
      9
      90
      73
      -57
      -98
      56
       
      37
      337
      127
      769
      122
      489
      38
      -13
      111
      11
      -25
      40
      242
      545
      1
      8
      -22
      75
      26
      73
      216
      691
      311
      9
      285
      141
      175
      -36
      -131
      170
      28
      66
      6
      3
      319
      -1
      -4
      3
      649
      51
      141
      25
      -33
      -25
      -40
      -15
      23
      110
      24
      41
      24
      -39
      -11
      137
      863
      267
      87
      6
      8
      8
      23
      317
      -3
      44
      -34
      57
      165
      85
      690
      444
      174
      -30
      25
      32
      1,515
      -38
      -60
      617
      19
      24
      54
      70
      78
      576
      -5
      1
      -1
      -107
      -40
      -67
      11
      156
      198
      -29
      -17
      48
      219
      285
      -19
      -23
      -9
      -12
      -5
      -2
      -26
      49
      25
      79
      29
      238
      100
      81
      -16
      -23
      -19
      67
      20
      16
      50
      12
      18
      198
      179
      197
      226
      110
      32
      155
      257
      13
      39
      10
      196
      -51
      142
      29
      55
      17
      30
      58
      268
      -506
      83
      65
      17
      39
      156
      -1
      33
      144
      126
      75
      142
      -58
      184
      165
      59
      391
      94
      50
      75
      52
      309
      46
      141
      190
      25
      219
      29
      98
      101
      251
      616
      11
      688
      -9
      -31
      144
      10
      43
      30
      639
      409
      92
      44
      151
      625
      9
      83
      83
      -4
      293
      33
      119
      3
      5
      504
      329
      78
      58
      59
      21
      144
      -11
      7
      39
      13
      29
      55
      58
      121
      285
      72
      418
      193
      137
      53
      496
      556
      15
      22
      -7
      2
      6
      560
      71
      371
      25
      29
      83
      315
      58
      530
      11
      21
      135
      122
      47
      29
      160
      153
      -106
      454
      19
      441
      92
      1,247
      55
      119
      278
      166
      12
      1
      1,435
      4
      32
      340
      1,819
      289
      188
      167
      160
      208
      73
      262
      147
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 88,119
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 1,977
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,977
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,977
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,364
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,364
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 613
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletFIDUCIARY TAX SERVICES Telephone no.bullet (800) 357-7094

    Located atbullet901 MAIN ST FL 9DALLASTX ZIP+4bullet752023735
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BANK OF AMERICA N A CO-TRUSTEE
    1     		39,809    
    333 S HOPE ST FL 23
    LOS ANGELES,CA900711406
    MALCOLM H STEWART CO-TRUSTEE
    5     		17,929    
    PO BOX 362
    SHAVER LAKE,CA936640362
    SILVESTRE ARIAS CO-TRUSTEE
    2     		17,929    
    PO BOX 7620
    FRESNO,CA937477620
    DR H TOOKOIAN CO-TRUSTEE
    2     		17,929    
    4883 N VAN NESS BLVD
    FRESNO,CA937043124
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    3,589,771
    b
    Average of monthly cash balances.......................
    1b
    76,243
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,026
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,673,040
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,673,040
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,096
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,617,944
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    180,897
    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
    180,897
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,977
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,977
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    178,920
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    178,920
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    178,920
    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
    382,245
    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
    382,245
    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
    382,245
    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 7 178,920
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 330,985
    b From 2016...... 207,471
    c From 2017...... 216,747
    d From 2018...... 251,496
    e From 2019...... 341,963
    fTotal of lines 3a through e........ 1,348,662
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 382,245
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 178,920
    e Remaining amount distributed out of corpus 203,325
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,551,987
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		330,985
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,221,002
    10 Analysis of line 9:
    a Excess from 2016.... 207,471
    b Excess from 2017.... 216,747
    c Excess from 2018.... 251,496
    d Excess from 2019.... 341,963
    e Excess from 2020.... 203,325
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BANK OF AMERICA N A - JOHN OSTLER
    333 S HOPE ST FL 23
    LOS ANGELES,CA900711406
    (213) 861-5183
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INQUIRY DESCRIBING THE ORGANIZATION, ITS REQUEST FOR FUNDING AND ITS GOALS TO BE ACCOMPLISHED WITH THE FUNDING, IF GRANTED
    cAny submission deadlines:
    LETTER OF INQUIRY - JUNE 1; FOUNDATION APPLICATION SENT TO SELECTED PROSPECTS - AUGUST 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO QUALIFIED PUBLIC CHARITIES WITHIN THE MEANING OF IRC SECTIONS 170(C)(2), 501(C)(3), 2055(A) & 2522(A)
    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
    ALFRED UNIVERSITY
    ONE SAXON DR
    ALFRED,NY148021205     		N/A PC MIRACLE AT MERRILL ENSDOWED 500
    AMERICAN RED CROSS
    2002 N FINE AVE
    FRESNO,CA93727     		N/A PC UNRESTRICTED GENERAL 500
    ARMENIAN HERITAGE MUSEUM
    PO BOX 5921
    FRESNO,CA93755     		N/A PC ESTABLISH PERMANENT 2,000
    ARMENIAN TECHNOLOGY GROUP INC
    550 E SHAW AVE STE 130
    FRESNO,CA93710     		N/A PC CENTRAL DIAGNOSTIC LAB FOR 3,500
    BALLET FOLKLORICO Y MARIMBA
    DE FRESNO
    117 S 7TH ST
    FOWLER,CA93625     		N/A PC UNRESTRICTED GENERAL 1,000
    BIG BROTHERS BIG SISTERS OF CENTRAL
    CALIFORNIA
    905 N FULTON
    FRESNO,CA93728     		N/A PC SUPPORT 'KIDS WITH 2,000
    BOYS & GIRLS CLUB OF FRESNO COUNTY
    540 N AUGUSTA
    FRESNO,CA93701     		N/A PC SUPPORT SMART MOVES PROGRAM 1,000
    CALIFORNIA FOUNDATION FOR
    AGRICULTURE IN CLASSROOM
    2300 RIVER PLAZA DR
    SACRAMENTO,CA95833     		N/A PC SUPPORT 'WHAT'S GROWIN' ON' 1,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SUPPORT ARMENIAN STUDIES 12,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC FOR KFSR 90 MORNING JAZZ / 1,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SUPPORT VETERANS' EDUCATION 2,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SUPPORT MESA ENGINEERING 3,500
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SUPPORT SUMMER BRIDGE 2,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SUPPORT COLLEGE OF THE ARTS 1,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SUPPORT MOCK TRIAL PROGRAM 1,000
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC CLASSICAL STUDIES FACULTY 2,500
    CHILDREN OF ARMENIA FUND INC
    149 FIFTH AVE STE 500
    NEW YORK,NY10010     		N/A PC UNRESTRICTED GENERAL 1,000
    CHILDREN'S HOME OF STOCKTON
    430 N PILGRIM ST
    STOCKTON,CA95205     		N/A PC SUPPORT SPECIAL PROJECTS 1,000
    MADERA COUNTY ARTS COUNCIL
    511 W YOSEMITE AVE
    MADERA,CA93637     		    CHOOKASIAN ARMENIAN CONCERT 1,500
    CASA OF FRESNO & MADIERA COUNTIES
    1252 FULTON MALL
    FRESNO,CA93721     		N/A PC SUPPORT 'JOURNEY OF HOPE - 1,500
    FRESNO CITY & COUNTY HISTORICAL
    SOCIETY
    7160 W KEARNEY BLVD
    FRESNO,CA93706     		N/A PC UNRESTRICTED GENERAL 500
    FRESNO PACIFIC UNIVERSITY
    1717 S CHESTNUT AVE BOX 2007
    FRESNO,CA93702     		N/A PC SUPPORT YOUTH SOCCER 6,000
    FRESNO PHILHARMONIC ASSOCIATION
    7170 N FINANCIAL DR STE 135
    FRESNO,CA93720     		N/A PC SUPPORT FOR OUTREACH MUSIC 500
    HINDS HOSPICE
    2490 W SHAW AVE STE 101
    FRESNO,CA93711     		N/A PC CIRCLE OF FRIENDS 2,500
    HOLY TRINITY ARMENIAN APOSTOLIC
    CHURCH
    2226 VENTURA ST
    FRESNO,CA93721     		N/A PC UNRESTRICTED GENERAL 9,000
    MANHATTAN INSTITUTE FOR POLICY
    RESEARCH INC
    52 VANDERBILT AVE
    NEW YORK,NY10017     		N/A PC SUPPORT HEATHER MACDONALD 1,000
    FRIENDS OF ROOSEVELT SCHOOL OF THE ARTS
    PO BOX 15343
    FRESNO,CA93702     		N/A PC UNRESTRICTED GENERAL 1,000
    ST HELEN'S CATHOLIC SCHOOL
    4888 E BELMONT AVE
    FRESNO,CA93727     		N/A PC SCHOLARSHIPS, FINANCIAL 10,000
    ST JOHN GARABED ARMENIAN CHURCH
    4473 30TH ST
    SAN DIEGO,CA92116     		N/A PC UNRESTRICTED GENERAL 1,500
    ST PAUL ARMENIAN CHURCH
    3767 N 1ST ST
    FRESNO,CA93726     		N/A PC UNRESTRICTED GENERAL 5,000
    SAN JOAQUIN COLLEGE OF LAW
    901 5TH ST
    CLOVIS,CA93612     		N/A PC SCHOLARSHIPS FOR US 7,500
    SAN JOAQUIN MEMORIAL HIGH SCHOOL
    1406 N FRESNO ST
    FRESNO,CA93703     		N/A PC SUPPORT MEN'S SOCCER & 8,000
    SAN JOAQUIN RIVER PARKWAY AND
    CONSERVATION TRUST INC
    11605 OLD FRIANT RD
    FRESNO,CA93730     		N/A PC YOUTH EDUCATION PROGRAMS & 1,500
    SAN JOAQUIN VALLEY TOWN HALL INC
    PO BOX 5149
    FRESNO,CA93755     		N/A PC UNRESTRICTED GENERAL 500
    BOY SCOUTS OF AMERICA - SEQUOIA
    COUNCIL
    6005 N TAMERA AVE
    FRESNO,CA93711     		N/A PC CAMP CHAWANKEE IMPROVEMENTS 500
    SHIN ZEN FRIENDSHIP GARDEN INC
    PO BOX 16178
    FRESNO,CA93755     		N/A PC SUPPORT CLARK BONZAI 500
    SIERRA FOOTHILL CONSERVANCY
    PO BOX 691
    MARIPOSA,CA95338     		N/A PC UNRESTRICTED GENERAL 500
    STONE SOUP FRESNO
    1345 BULLDOG LN STE 4
    FRESNO,CA93710     		N/A PC UNRESTRICTED GENERAL 500
    THOMAS AQUINAS COLLEGE
    10000 OJAI RD
    SANTA PAULA,CA93060     		N/A PC TUITION ASSISTANCE FOR 1,000
    UNITED WAY OF FRESNO COUNTY
    4949 E KINGS CANYON RD
    FRESNO,CA93727     		N/A PC UNRESTRICTED GENERAL 500
    VALLEY PBS
    1544 VAN NESS AVE
    FRESNO,CA93721     		N/A PC GENERAL SUPPORT EXCLUDING 1,000
    WEST SIDE YOUTH INC
    1709 7TH ST
    MENDOTA,CA93640     		N/A PC SUPPORT FOR LIBRARY FUND 2,000
    WHITE ASH BROADCASTING INC
    aka VALLEY PUBLIC RADIO
    2589 ALLUVIAL
    CLOVIS,CA93611     		N/A PC GENERAL SUPPORT OF MUSIC 1,000
    YOUTH ORCHESTRAS OF FRESNO
    444 W SHAW AVE
    FRESNO,CA93704     		N/A PC SUPPORT FOR SECTIONAL 500
    BRIGHAM YOUNG UNIVERSITY
    PO BOX 21128
    PROVO,UT84602     		N/A PC SCHOLARSHIPS FOR STUDENTS 15,000
    HOOVER INSTITUTION
    C/O STANFORD UNIVERSITY
    551 SERRA MALL
    STANFORD,CA94305     		N/A PC THE ROLE OF MILITARY 15,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HWY
    MALIBU,CA90263     		N/A PC SCHOLARSHIPS FOR STUDENTS 15,000
    CALIFORNIA ARMENIAN HOME FOR THE
    AGED INC
    6720 E KINGS CANYON RD
    FRESNO,CA93727     		N/A PC UNRESTRICTED GENERAL 4,000
    EDUCATION AND LEADERSHIP FOUNDATION
    4290 E ASHLAN AVE
    FRESNO,CA93726     		N/A PC AWARDS FOR QUALIFIED 3,000
    TRAUMA INTERVENTION PROGRAMS
    OF ORANGE COUNTY
    PO BOX 354
    PRATHER,CA93651     		N/A PC SUPPORT FOR FOOTHILL 500
    COMMUNITY MEDICAL FOUNDATION
    789 N MEDICAL CENTER DR E
    CLOVIS,CA93611     		N/A PC FOR COMMUNITY HOSPITAL BURN 2,000
    CHARLIE KEYAN ARMENIAN COMMUNITY
    SCHOOL
    108 N VILLA AVE
    CLOVIS,CA93612     		N/A PC UNRESTRICTED GENERAL 4,000
    SIERRA OAKS SENIOR CITIZENS ASSOCIATION
    33276 LODGE RD
    TOLLHOUSE,CA93667     		N/A PC UNRESTRICTED GENERAL 500
    JAPANESE AMERICAN CITIZENS LEAGUE
    PO BOX 27485
    FRESNO,CA93729     		N/A PC SCHOLARSHIPS FOR STUDENTS 500
    CENTRAL SIERRA HISTORICAL SOCIETY &
    MUSEUM
    P O BOX 617
    SHAVER LAKE,CA93664     		N/A PC SUPPORT PEP & SIERRA VOICES 2,000
    SELMA UNIFIED SCHOOL DISTRICT
    3036 THOMPSON AVE
    SELMA,CA93662     		N/A PC SELMA HIGH SCHOOL MCJRROTC 4,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		N/A PC SCHOLARSHIPS FOR STUDENTS 15,000
    DAN DEVEREAUX MEMORIAL TRUST INC
    PO BOX 775311
    SAINT LOUIS,MO63177     		N/A PC SCHOLARSHIPS FOR STUDENTS 2,000
    INJURED MARINE SEMPER FI FUND
    PO BOX 555193
    CAMP PENDLETON,CA92055     		N/A PC EDUCATION & CAREER 8,000
    ST ANTHONY'S SCHOOL
    5680 N MAROA
    FRESNO,CA93704     		N/A PC UNRESTRICTED GENERAL 2,000
    DOWN SYNDROME ASSOCIATION OF
    CENTRAL CALIFORNIA (DSACC)
    1491 W SHAW AVE
    FRESNO,CA93711     		N/A PC UNRESTRICTED GENERAL 3,000
    HOUSE OF HOPE - MER HOOYS INC
    PO BOX 8507
    CALABASAS,CA913728507     		N/A PC UNRESTRICTED GENERAL 2,000
    WITHERSPOON INSTITUTION INC
    16 STOCKTON ST
    PRINCETON,NJ08540     		N/A PC POLITICAL THOUGHT & 500
    HUNTINGTON LAKE BIG CREEK
    HISTORICAL CONSERVANCY
    8116 PREUSS DR
    CLOVIS,CA93619     		N/A PC UNRESTRICTED GENERAL 500
    AMERICAN ENTERPRISE INSTITUTE FOR
    PUBLIC POLICY RESEARCH
    1789 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		N/A PC SUPPORT CHARLES MURRAY'S 500
    FRESNO CHESS FOUNDATION
    PO BOX 11759
    FRESNO,CA93775     		N/A PC UNRESTRICTED GENERAL 1,000
    PACIFIC LEGAL FOUNDATION
    930 G ST
    SACRAMENTO,CA95814     		N/A PC SUPPORT FOR CALIFORNIA 1,000
    PACIFIC RESEARCH INSTITUTE FOR
    PUBLIC POLICY
    101 MONTGOMERY ST STE 1300
    SAN FRANCISCO,CA94104     		N/A PC EDUCATION RESEARCH 2,500
    VALLEY CHILDREN'S HOSPITAL
    9300 VALLEY CHILDRENS PL
    MADERA,CA93636     		N/A PC SUPPORT PCAR NURSE 5,000
    DE BARTOLO FAMILY FOUNDATION
    15436 N FLORIDA AVE STE 200
    TAMPA,FL33613     		N/A PF SCHOLARSHIPS FOR STUDENTS 4,000
    SUMMIT PUBLIC SCHOOLS
    900 ISLAND DR STE 203
    REDWOOD CITY,CA94065     		N/A PC MATH INSTRUCTION AT SUMMIT 2,500
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC UNRESTRICTED GENERAL 500
    CSU FRESNO FOUNDATION
    4910 N CHESTNUT AVE
    FRESNO,CA93726     		N/A PC SCHOLARSHIPS FOR STUDENTS & 2,000
    THE FEDERALIST SOCIETY
    1776 I ST NW STE 300
    WASHINGTON,DC20006     		N/A PC SUPPORT ARTICLE I 1,000
    DUKE UNIVERSITY
    401 CHAPEL DR BOX 90974
    DURHAM,NC27708     		N/A PC DUKE CHAPEL CHORAL EVENSONG 1,750
    ALEXANDER HAMILTON INSTITUTE
    21 W PARK ROW
    CLINTON,NY133231510     		N/A PC FOR UNDERGRADUATE FELLOWS 1,000
    THE CLAREMONT INSTITUTE
    937 W FOOTHILL BLVD
    CLAIRMONT,CA91711     		N/A PC CENTER FOR CONSTITUTIONAL 1,000
    FIST (FIRE INVESTIGATIVE STRIKE TEAM)
    210 S ACADEMY AVE
    SANGER,CA93657     		N/A PC K-9 TESSA SUPPORT 2,000
    SHERMAN ELEMENTARY PTA
    1651 UNION ST
    SAN FRANCISCO,CA94123     		N/A PC SUPPORT ANNUAL FUND 2,000
    ARMENIA FUND INC
    111 N JACKSON ST SUITE 205
    GLENDALE,CA91206     		N/A PC UNRESTRICTED GENERAL 5,000
    CHURCH OF THE HOLY FAMILY
    200 HAYES RD
    CHAPEL HILL,NC27517     		N/A PC SUPPORT CHORAL MUSIC 1,750
    HUME LAKE CHARTER SCHOOL
    64144 HUME LAKE RD
    HUME,CA93628     		N/A PC UNRESTRICTED GENERAL 500
    SALESIAN BOYS AND GIRLS CLUB
    680 FILBERT ST
    SAN FRANSISCO,CA94133     		N/A PC UNRESTRICTED GENERAL 2,500
    Total .................................bullet 3a 240,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 113,366  
    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 88,119  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   201,485  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    201,485
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 2,050 1,230   820

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    DEBARTOLO FAMILY FOUNDATION
          		15436 N FLORIDA AVE SUITE 200
    TAMPA,FL33613     		2020-11-19 4,000 CHARITABLE PURPOSES COLLEGE SCHOARSHIPS 4,000 NO 11/11/2021   NOT REQUIRED

    TY 2020 GeneralExplanationAttachment
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2020 LegalFeesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LAW OFFICE OF MALCOLM H STEWAR 103,927     103,927


    TY 2020 OtherDecreasesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Description Amount
    BASIS ADJUSTMENT - SALES 1


    TY 2020 OtherExpensesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT FEE 447 447   0
    STATE FILING FEE 60 0   60


    TY 2020 OtherIncreasesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Description Amount
    NET ROUNDING 11


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 771 771    


    TY 2020 TaxesSchedule
    Name:
    BERTHA AND JOHN GARABEDIAN CHARITABLE
    EIN:
    94-3188321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ESTIMATES 307 0   0
    FOREIGN TAXES ON QUALIFIED FOR 431 431   0
    FOREIGN TAXES ON NONQUALIFIED 192 192   0