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
ADDISON HINES CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4608
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CANTON, GA301140019
A Employer identification number

20-1679943
B Telephone number (see instructions)

(770) 704-9688
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$22,641,691J 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 51 51  
4 Dividends and interest from securities... 407,845 407,845  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 679,503
b Gross sales price for all assets on line 6a 13,722,224
7 Capital gain net income (from Part IV, line 2)... 679,503
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,087,399 1,087,399  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 56,000   24,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 26,000 18,200   7,800
c Other professional fees (attach schedule).... Click to see attachment 2,500 1,750   750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,071 2,071   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 185,602 185,602   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 306,173 263,623   32,550
25 Contributions, gifts, grants paid....... 1,087,500 1,087,500
26 Total expenses and disbursements. Add lines 24 and 25 1,393,673 263,623   1,120,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -306,274
b Net investment income (if negative, enter -0-) 823,776
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............. 1    
2 Savings and temporary cash investments......... 213,585 207,637 207,637
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) 1,647,393 Click to see attachment2,289,251 2,316,941
b Investments—corporate stock (attach schedule)....... 13,733,933 Click to see attachment12,796,291 17,320,222
c Investments—corporate bonds (attach schedule)....... 1,010,368 Click to see attachment1,432,224 1,459,106
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,752,167 1,326,528 1,293,741
13 Investments—other (attach schedule).......... 0 Click to see attachment11,918 11,750
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment44,970 Click to see attachment32,294 Click to see attachment32,294
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,402,417 18,096,143 22,641,691
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,402,417 18,096,143
29 Total net assets or fund balances (see instructions)..... 18,402,417 18,096,143
30 Total liabilities and net assets/fund balances (see instructions). 18,402,417 18,096,143
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
18,402,417
2
Enter amount from Part I, line 27a .....................
2
-306,274
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,096,143
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,096,143
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 1,055 SHS CARRIER GLOBAL   2020-03-05 2020-04-03
b 1,000 SHS CATERPILLAR   2020-02-28 2020-06-12
c 1,500 SHS CISCO SYSTEMS     2020-04-08
d 3,000 SHS DELTA AIRLINES   2020-02-27 2020-03-05
e 750 SHS FEDEX   2019-11-22 2020-04-06
400 SHS GENERAL DYNAMICS     2020-01-28
800 SHS GILEAD SCIENCES   2019-04-01 2020-02-24
500 SHS JOHNSON & JOHNSON   2019-07-12 2020-04-06
900 SHS JPMORGAN CHASE   2020-02-28 2020-11-25
750 SHS MERCK   2019-04-18 2020-04-07
527.5 SHS OTIS WORLDWIDE   2020-03-05 2020-04-03
1,055 SHS RAYTHEON   2020-03-05 2020-04-06
6,000 SHS THE SOUTHERN CO PFD   2020-03-25 2020-10-20
500 SHS WALT DISNEY   2020-02-24 2020-07-15
10,000 SHS AGNC INVEST CORP REIT     2020-03-04
2,000 SHS AT&T   2020-03-16 2020-04-06
1,000 SHS AMERICAN EXPRESS   2020-04-20 2020-09-09
VIX 11/18/2020 40.00 C     2020-10-29
VIX 01/20/21 35.00 C   2020-12-14 2020-12-21
4,000 SHS AT&T     2020-04-06
200 SHS APPLE   2018-11-30 2020-01-15
200 SHS APPLE     2020-04-08
750 SHS CVS HEALTH CORP     2020-02-05
1,000 SHS CVS HEALTH CORP     2020-12-04
405 SHS EATON CORP   2019-01-04 2020-02-04
1,200 SHS EATON CORP   2019-01-04 2020-06-04
1,600 SHS GILEAD SCIENCES     2020-04-06
372 SHS VIATRIS   2016-02-04 2020-11-19
500 SHS WALT DISNEY   2019-04-02 2020-11-25
$725K CITIMTG 5.75% 04/25/36   2015-12-24 2020-05-15
$590K DEUTSCHE ALT 6% 05/26/37   2013-04-02 2020-05-08
$300K RESIDENTIAL FDG 6% 07/25/37   2011-10-21 2020-05-18
.2366 SHS VIATRIS   2016-02-04 2020-11-19
SCHWAB ACCT 3732-2666 CMO PRIN PYMTS     2020-12-31
SECURITY LITIGATION SETTLEMENT - EVERCORE     2020-08-31
$250K PAR VALUE T-BILL 11/12/2020 SOLD   2020-02-29 2020-09-28
$500K PAR VALUE T-BILL 02/25/21 SOLD   2020-02-29 2020-11-09
150 SHS AIR PRODUCTS & CHEMICALS   2019-04-25 2020-02-25
425 SHS ALIBABA GRP HLDG   2020-04-02 2020-08-07
700 SHS ARCHER DANIELS MIDLAND   2019-04-25 2020-02-25
800 SHS BAIDU INC SPONS ADR   2020-04-02 2020-08-07
600 SHS BUNGE LTD   2019-04-25 2020-02-25
275 SHS CELANESE CORP   2019-04-25 2020-02-25
250 SHS CHEVRONTEXACO   2019-04-25 2020-02-25
475 SHS CONOCOPHILLIPS   2019-04-25 2020-02-25
2,250 SHS FREEPORT-MCMORAN COPPER & GOLD   2019-04-25 2020-02-25
2,000 SHS INVESCO QQQ TR SER 1   2019-06-07 2020-03-09
3,000 SHS INVESCO QQQ TR SER 1   2019-06-07 2020-04-07
10,000 SHS ISHARES PREFERRED & INC SEC   2019-07-08 2020-03-09
5,910 SHS ISHARES RUSSELL 2000 ETF     2020-02-25
500 SHS RIO TINTO PLC   2019-04-25 2020-02-25
700 SHS SCHLUMBERGER   2019-04-25 2020-02-25
2,700 SHS SYNCHRONY FINANCIAL     2020-03-19
1,700 SHS TENCENT HLDGS   2020-04-02 2020-08-07
15,000 SHS VANGUARD FTSE EMERGING MKTS     2020-02-25
61,188.811 SHS VANGUARD HIGH YIELD CORP   2020-07-17 2020-11-25
1,125 SHS WEYERHAEUSER   2019-04-25 2020-02-25
6,000 SHS ISHARES RUSSELL 1000 GROWTH   2019-01-08 2020-03-09
4,000 SHS ISHARES RUSSELL 1000 GROWTH   2019-01-08 2020-04-07
4,090 SHS ISHARES RUSSELL 2000     2020-02-25
12,500 SHS ISHARES SILVER TRUST     2020-07-23
ISHARES SILVER TRUST   2020-01-17 2020-12-31
SPDR GOLD TRUST     2020-07-01
SPDR GOLD TRUST   2019-07-18 2020-12-31
144.27 SHS MFO DFA SMALL CO PORTFOLIO FD   2019-12-17 2020-02-28
2,000 SHS MFC GLBL BROAD INFRASTRUCTURE INDEX FD   2019-06-20 2020-02-28
7982.42 SHS NORTHERN INTL EQTY INDEX FD   2019-09-18 2020-02-28
12,736.98 SHS NORTHERN GLOBAL REALESTATE FD     2020-02-28
288.74 SHS NORTHERN EMERGING MKTS EQTY FD   2019-12-19 2020-02-28
1140.64 SHS MFO LRG CAP MOMENTUM STYLE R6   2019-12-23 2020-04-15
131.33 SHS NORTHERN SMALL CAP INDEX FD     2020-04-15
150 SHS SPDR S&P MIDCAP 400 ETF   2019-08-12 2020-04-17
50 SHS SPDR S&P MIDCAP 400 ETF   2019-08-12 2020-04-23
250 SHS SPDR TR UNIT SER 1   2019-09-18 2020-04-27
5,448.01 SHS NORTHERN HI YIELD FXD INC FD   2020-01-02 2020-05-13
150 SHS SPDR TR UNIT SER 1   2019-09-18 2020-05-13
74.63 SHS MFO DFA US L/C VALUE PORTFOLIO   2019-12-17 2020-06-18
49,652.43 SHS NORTHERN S INTERMEDIATE US GOVT   2020-09-02 2020-11-10
2,200 SHS MORNINGSTAR GLOBAL UPSTREAM NAT RES   2018-01-18 2020-01-02
10,924.64 SHS AQR INTL MOMENTUM STYLE R6     2020-02-28
3319.25 SHS MFO DFA EMERGING MKTS CORE EQTY   2017-04-20 2020-02-28
6,724.62 SHS DFA INTL SM CO PORTFOLIO FD     2020-02-28
4,800 SHS MORNINGSTAR GLOBAL UPSTREAM NAT RES   2018-01-18 2020-02-28
5,000 SHS MFC GLBL BROAD INFRASTRUCTURE INDEX FD   2018-01-18 2020-02-28
28,828.09 SHS NORTHERN INTL EQTY INDEX FD   2012-12-31 2020-02-28
724.22 SHS NORTHERN EMERGING MKTS EQTY FD   2015-12-17 2020-02-28
12,488.78 SHS MFO AQR LRG CAP MOMENTUM STYLE R6     2020-04-15
6,201.84 SHS NORTHERN SMALL CAP INDEX FD     2020-04-15
100 SHS SPDR S&P MIDCAP 400 ETF   2016-11-22 2020-04-23
11646.01 SHS NORTHERN HI YIELD FXD INC FD   2018-06-18 2020-05-13
100 SHS SPDR TR UNIT SER 1   2018-06-18 2020-05-13
250 SHS SPDR TR UNIT SER 1     2020-05-22
250 SHS SPDR TR UNIT SER 1   2019-01-17 2020-06-12
1,525.88 SHS MFO DFA US L/C VALUE PORTFOLIO   2014-07-21 2020-06-18
50 SHS SPDR TR UNIT SER 1   2019-01-17 2020-06-18
1,981.16 SHS MFO DFA US L/C VALUE PORTFOLIO     2020-06-30
$500K PAR VALUE US T-BILL 06/04/20 SOLD   2020-03-02 2020-04-08
6,774.14 SHS NORTHERN EMERGING MKTS EQTY FD     2020-02-28
3,741.06 SHS NORTHERN SMALL CAP INDEX FD     2020-04-15
9,157.36 SHS NORTHERN SMALL CAP INDEX FD   2011-09-20 2020-04-21
200 SHS SPDR TR UNIT SER 1   2009-03-06 2020-06-18
250 SHS SPDR TR UNIT SER 1   2009-03-06 2020-06-30
200 SHS SPDR TR UNIT SER 1   2009-03-06 2020-07-23
200 SHS SPDR TR UNIT SER 1   2009-03-06 2020-12-09
MFC SPDR GOLD TR GOLD SHS     2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,507   25,463 -9,956
b 122,465   120,460 2,005
c 62,278   74,913 -12,635
d 134,948   139,916 -4,968
e 88,277   114,988 -26,711
73,261   69,517 3,744
59,897   52,592 7,305
68,453   66,890 1,563
109,226   105,763 3,463
59,954   54,280 5,674
23,791   35,612 -11,821
56,921   75,162 -18,241
150,000   150,519 -519
60,602   66,335 -5,733
183,356   169,514 13,842
56,749   62,460 -5,711
103,085   83,988 19,097
89,646   44,295 45,351
23,051   19,677 3,374
113,499   120,515 -7,016
62,398   35,534 26,864
52,884   23,086 29,798
52,806   49,571 3,235
73,875   65,189 8,686
40,619   26,106 14,513
109,663   77,351 32,312
122,240   103,291 18,949
6,154   4,535 1,619
74,172   56,188 17,984
63,357   62,672 685
65,846   60,072 5,774
29,112   27,261 1,851
4   3 1
287,040   252,620 34,420
147     147
249,832   249,810 22
495,398   493,654 1,744
35,572   29,951 5,621
108,535   80,538 27,997
28,415   29,580 -1,165
97,324   79,481 17,843
30,467   29,762 705
27,090   30,083 -2,993
25,102   29,524 -4,422
25,557   30,592 -5,035
24,032   28,154 -4,122
384,493   359,977 24,516
602,816   539,965 62,851
349,737   368,500 -18,763
925,126   906,871 18,255
25,154   29,869 -4,715
20,573   30,610 -10,037
37,337   68,282 -30,945
114,662   83,035 31,627
621,873   632,015 -10,142
362,850   350,000 12,850
31,761   29,832 1,929
940,340   809,657 130,683
629,300   539,772 89,528
640,231   691,791 -51,560
261,432   218,579 42,853
1,126   1,017 109
861   750 111
750   566 184
2,383   2,695 -312
99,513   103,565 -4,052
91,239   97,625 -6,386
137,050   146,472 -9,422
5,140   5,654 -514
21,809   24,547 -2,738
1,239   1,738 -499
42,526   51,688 -9,162
13,936   17,229 -3,293
71,932   74,820 -2,888
31,871   36,883 -5,012
42,874   44,892 -2,018
2,331   2,856 -525
500,000   501,986 -1,986
73,737   76,461 -2,724
157,424   164,375 -6,951
64,393   65,489 -1,096
111,091   131,852 -20,761
131,541   166,824 -35,283
248,782   245,850 2,932
329,505   298,082 31,423
12,891   10,595 2,296
238,784   260,248 -21,464
58,483   85,012 -26,529
27,873   29,587 -1,714
68,129   78,145 -10,016
28,583   27,640 943
73,378   66,194 7,184
75,740   65,468 10,272
47,669   52,109 -4,440
15,555   13,093 2,462
60,247   64,987 -4,740
499,371   498,508 863
120,580   96,482 24,098
35,278   29,118 6,160
86,354   69,779 16,575
62,220   13,637 48,583
76,635   17,046 59,589
64,878   13,637 51,241
73,324   13,637 59,687
11,021   7,661 3,360
11,886     11,886
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       -9,956
b       2,005
c       -12,635
d       -4,968
e       -26,711
      3,744
      7,305
      1,563
      3,463
      5,674
      -11,821
      -18,241
      -519
      -5,733
      13,842
      -5,711
      19,097
      45,351
      3,374
      -7,016
      26,864
      29,798
      3,235
      8,686
      14,513
      32,312
      18,949
      1,619
      17,984
      685
      5,774
      1,851
      1
      34,420
      147
      22
      1,744
      5,621
      27,997
      -1,165
      17,843
      705
      -2,993
      -4,422
      -5,035
      -4,122
      24,516
      62,851
      -18,763
      18,255
      -4,715
      -10,037
      -30,945
      31,627
      -10,142
      12,850
      1,929
      130,683
      89,528
      -51,560
      42,853
      109
      111
      184
      -312
      -4,052
      -6,386
      -9,422
      -514
      -2,738
      -499
      -9,162
      -3,293
      -2,888
      -5,012
      -2,018
      -525
      -1,986
      -2,724
      -6,951
      -1,096
      -20,761
      -35,283
      2,932
      31,423
      2,296
      -21,464
      -26,529
      -1,714
      -10,016
      943
      7,184
      10,272
      -4,440
      2,462
      -4,740
      863
      24,098
      6,160
      16,575
      48,583
      59,589
      51,241
      59,687
      3,360
      11,886
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 2 679,503
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 11,450
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 11,450
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 11,450
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 22,228
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,228
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,778
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10,778 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL, GA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLISZEWSKI & LISZEWSKI PC Telephone no.bullet (770) 704-9688

    Located atbulletPO BOX 4608CANTONGA ZIP+4bullet30114
    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
     
     
    .........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
    ROBERT J LISZEWSKI CO-TRUSTEE
    5.00     		40,000 0 0
    307 WOODRIDGE PASS
    CANTON,GA30114
    JAMES H MURRAY JR CO-TRUSTEE
    5.00     		40,000 0 0
    1301 SW 17TH STREET
    BOYNTON BEACH,FL33426
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    21,128,307
    b
    Average of monthly cash balances.......................
    1b
    272,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,401,247
    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
    21,401,247
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    321,019
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,080,228
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,054,011
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,054,011
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,450
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,450
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,042,561
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,042,561
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,042,561
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,120,050
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,120,050
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,120,050
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,042,561
    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...... 142,617
    b From 2016...... 207,736
    c From 2017...... 197,931
    d From 2018...... 183,164
    e From 2019...... 171,574
    fTotal of lines 3a through e........ 903,022
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,120,050
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,042,561
    e Remaining amount distributed out of corpus 77,489
    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 5 980,511
    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) ...     		142,617
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		837,894
    10 Analysis of line 9:
    a Excess from 2016.... 207,736
    b Excess from 2017.... 197,931
    c Excess from 2018.... 183,164
    d Excess from 2019.... 171,574
    e Excess from 2020.... 77,489
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S COMMUNITY CARE
    800 NORTHPOINT PRKWY SUITE 101-B
    WEST PALM BEACH,FL33407     		NONE PUBLIC CHARITY SPECIALIZED ALZHEIMER'S DAY CARE PROGRAM AND EDUCATION FOR CAREGIVERS SUPPORT 135,000
    AMERICAN HEART ASSOCIATION
    11207 BLUE HERON BLVD NORTH
    ST PETERSBURG,FL33716     		NONE PUBLIC CHARITY FUNDING OF AHA HEROES SUMMER CAMP 52,500
    AMERICAN RED CROSS
    1250 NORTHPOINT PRKWY
    WEST PALM BEACH,FL33407     		NONE PUBLIC CHARITY SUPPORT OF EMERGENCY SERVICES FUND TO AID PALM BEACH COUNTY DISASTER VICTIMS (PAYMENT 2 OF 10) 100,000
    AMERICAN RED CROSS
    1250 NORTHPOINT PRKWY
    WEST PALM BEACH,FL33407     		NONE PUBLIC CHARITY CONTRIBUTION TO SPECIAL MATCHING PROGRAM FOR 2020 DISASTERS 10,000
    CLEVELAND CLINIC FLORIDA
    2950 CLEVELAND CLINIC BOULEVARD
    WESTON,FL33331     		NONE PUBLIC CHARITY SPONSORSHIP OF MEDICAL DIRECTOR'S OFFICE ( PAYMENT 2 OF $25,000 ANNUAL PLEDGE FOR 4 YEARS) 25,000
    FRIENDS OF WLRN INC
    172 NE 15TH STREET
    MIAMI,FL33132     		NONE PUBLIC CHARITY PUBLIC RADIO UNDERWRITING FOR CLASSICAL MUSIC DEC 28, 2020 THROUGH DEC 26, 2021 50,000
    GULF STREAM COUNCIL BOY SCOUTS OF AMERICA
    8335 N MILITARY TRAIL
    PALM BEACH GARDENS,FL33410     		NONE PUBLIC CHARITY SCOUT CAMP SUPPORT 50,000
    HISTORICAL SOCIETY OF PALM BEACH COUNTY
    300 N DIXIE HIGHWAY SUITE 471
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY TO SUPPORT THE PHOTOGRAPH PRESERVATION PROJECT - 3RD PAYMENT OF 3 YEAR COMMITMENT 40,000
    HOPE FOR DEPRESSION RESEARCH FOUNDATION
    40 WEST 57TH STREET SUITE 1440
    NEW YORK,NY10019     		NONE PUBLIC CHARITY LEAD SPONSOR OF THE 2021 RACE FOR HOPE 35,000
    MASONIC HOME ENDOWMENT FUND INC
    220 NORTH OCEAN STREET
    JACKSONVILLE,FL32202     		NONE PUBLIC CHARITY SUPPORT OF THE MASONIC HOME OF FLORIDA UNDERWRITING REMODELING OF THE REC ROOM AND BINGO HALL 25,000
    NORTON MUSEUM OF ART
    1451 S OLIVE AVENUE
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY SUPPORT EDUCATIONAL PROGRAMING FOR 2020-2021 SEASON - "ART AFTER DARK" 50,000
    PALM BEACH SYMPHONY
    400 HIBISCUS STREET SUITE 100
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY GALA SPONSOR OF 19TH ANNUAL BLACK-TIE GALA 35,000
    SCHOOL OF THE ARTS FOUNDATION INC
    501 S SAPODILLA AVE
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY SUPPORT OF MUSIC PROGRAM 25,000
    SHRINERS HOSPITALS FOR CHILDREN
    3551 NORTH BROAD STREET
    PHILADELPHIA,PA19140     		NONE PUBLIC CHARITY SUPPORT THE PURCHASE OF A NEW JACKSON TABLE 135,000
    SOUTH FLORIDA PBS INC
    3401 S CONGRESS AVE
    BOYNTON BEACH,FL33426     		NONE PUBLIC CHARITY PUBLIC TELEVISION UNDERWRITING FOR 2021 155,000
    TRUSTBRIDGE FOUNDATION INC
    5300 EAST AVENUE
    WEST PALM BEACH,FL33407     		NONE PUBLIC CHARITY SUPPORT OF MUSIC THERAPY INTERNSHIP PROGRAM AT HOSPICE OF PALM BEACH COUNTY 75,000
    SCHOOL OF THE ARTS FOUNDATION INC
    501 S SAPODILLA AVE
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY SUPPORT OF 30TH ANNIVERSARY RESILIENCE FUND 25,000
    SHRINERS HOSPITALS FOR CHILDREN
    3551 NORTH BROAD STREET
    PHILADELPHIA,PA19140     		NONE PUBLIC CHARITY TO UNDERWRITE THE GLAHM VIRTUAL CAMP 5,000
    SHRINERS HOSPITALS FOR CHILDREN
    3551 NORTH BROAD STREET
    PHILADELPHIA,PA19140     		NONE PUBLIC CHARITY GRANT TO PUCHASE VIDEO GAMING/ENTERTAINMENT EQUIPMENT FOR TEEN LOUNGE 5,000
    CANCER ALLIANCE OF HELP & HOPE INC
    350 SOUTH COUNTY ROAD 207
    PALM BEACH,FL33480     		NONE PUBLIC CHARITY VIP COCKTAIL RECEPTION SPONSORSHIP FOR THE 2021 SHOP THE DAY AWAY LUNCHEON 25,000
    CENTER FOR FAMILY SERVICES OF PALM BEACH COUNTY INC
    4101 PARKER AVENUE
    WEST PALM BEACH,FL33405     		  PUBLIC CHARITY COCKTAIL PARTY SPONSORSHIP FOR 2021 OLD BAGS LUNCHEON 30,000
    Total .................................bullet 3a 1,087,500
    bApproved for future payment
    AMERICAN RED CROSS
    1250 NORTHPOINT PRKWY
    WEST PALM BEACH,FL33407     		NONE PUBLIC CHARITY SUPPORT OF EMERGENCY SERVICES FUND TO AID PALM BEACH COUNTY DISASTER VICTIMS (PAYMENTS 3-10) 800,000
    CLEVELAND CLINIC FLORIDA
    2950 CLEVELAND CLINIC BOULEVARD
    WESTON,FL33331     		NONE PUBLIC CHARITY SPONSORSHIP OF MEDICAL DIRECTOR'S OFFICE ( REMAINING TWO ANNUAL PLEDGE PAYMENTS OF $25,000 EACH) 50,000
    Total .................................bullet 3b 850,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 51  
    4 Dividends and interest from securities....     14 407,845  
    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 ............     		    18 679,503  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,087,399 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,087,399
    (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:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 26,000 18,200   7,800

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CS - JP MORGAN CHASE VAR 99 304,875 307,875
    CS - WACHOVIA TR III VAR 293,325 303,750
    EW - DOUBLELINE TOTAL RETURN BOND FD 500,000 506,149
    NT - MFB NORTHERN HI YIELD FXD INC FD 334,024 341,332

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CS - AGNC INVESTMENT 7% PFD 152,582 152,940
    CS - ALPHABET INC CL A 90,185 219,080
    CS - AMER ELECTRIC PWR 84,572 83,270
    CS - ANNALY CAPITAL 6.95% PFD 153,020 151,500
    CS - APPLE INC 33,140 185,766
    CS - BANK OF AMERICA 5% PFD 125,008 136,400
    CS - BP PLC CL F 235,771 133,380
    CS - CHEVRON CORP 119,403 84,450
    CS - CISCO SYSTEMS INC 93,882 134,250
    CS - COCA-COLA CO 157,461 191,940
    CS - CVS HEALTH CORP 121,154 136,600
    CS - DOMINION ENERGY 5.25% PFD 125,940 130,900
    CS - FACEBOOK INC CL A 164,590 281,355
    CS - GENERAL DYNAMICS CORP 76,626 119,056
    CS - HONEYWELL INTL INC 54,756 87,207
    CS - INTEL CORP 185,786 224,190
    CS - ISHARES PREFERRED & INCOME SEC 307,535 308,080
    CS - JOHNSON & JOHNSON 147,804 236,070
    CS - JP MORGAN CHASE & CO 117,226 216,019
    CS - JP MORGAN CHASE & CO PFD 222,823 256,320
    CS - MCDONALDS CORP 84,400 107,290
    CS - MEDTRONIC PLC 116,742 146,425
    CS - MERCK & CO INC 100,255 139,060
    CS - MICROSOFT CORP 49,180 266,904
    CS - PAYPAL HOLDINGS INC 101,274 234,200
    CS - PFIZER INC 82,723 110,430
    CS - PROCTOR & GAMBLE 124,819 139,140
    CS - PUB SVC ENTERPRISE GP 143,312 145,750
    CS - RAYTHEON TECHNOLOGIES CORP 104,183 107,265
    CS - SCHWAB MONEY MARKET 784,202 784,202
    CS - VERIZON COMMUNICATIONS 148,138 146,875
    CS - WALT DISNEY CO 112,377 181,180
    CS - WASTE MANAGEMENT INC 140,562 176,895
    EW - ABBOTT LABS 63,757 109,490
    EW - ADOBE INC 74,694 125,030
    EW - ALPHABET INC CL A 83,169 131,448
    EW - AMAZON.COM INC 77,718 130,277
    EW - AMERICAN TOWER CORP REIT 72,951 89,784
    EW - APPLE INC 83,076 185,766
    EW - APTIV PLC 88,406 195,435
    EW - BERKSHIRE HATHAWAY INC CL B 117,487 150,715
    EW - BLACKROCK INC CL A 84,811 144,308
    EW - BLACKSTONE GROUP INC CL A 93,411 129,620
    EW - CONSTELLATION BRANDS INC 104,674 131,430
    EW - F&T BHVRL SM CAP EQ INST 700,000 837,038
    EW - HOME DEPOT INC 86,602 132,810
    EW - ISHARES SILVER TRUST 168,036 245,700
    EW - JP MORGAN CHASE & CO 109,036 158,838
    EW - MASTERCARD INC CL A 77,924 124,929
    EW - MICROSOFT CORP 77,785 111,210
    EW - MORGAN STANLEY 74,588 154,193
    EW - NIKE INC CL B 68,699 141,470
    EW - ROPER TECHNOLOGIES INC 100,747 118,550
    EW - SALESFORCE.COM 90,640 127,955
    EW - SPDR GOLD TRUST 336,552 445,900
    EW - SPDR S&P BIOTECH ETF 101,131 119,663
    EW - SS&C TECHNOLOGIES HLDGS INC 82,296 130,950
    EW - STARBUCKS CORP 111,140 160,470
    EW - VANGUARD FTSE DEVELOPED MARKETS ETF 709,488 802,570
    EW - VANGUARD FTSE EMERGING MARKETS ETF 335,440 400,880
    EW - WALT DISNEY CO 103,274 181,180
    NT - ABBOTT LABS 79,483 82,118
    NT - ALPHABET INC CL A 98,182 131,448
    NT - APPLE INC 89,708 159,228
    NT - BERKSHIRE HATHAWAY INC CL B 367,015 463,740
    NT - COCA COLA CO 78,921 93,228
    NT - GENERAL DYNAMICS CORP 96,603 104,174
    NT - HOME DEPOT INC 75,502 79,686
    NT - JOHNSON & JOHNSON 148,230 157,380
    NT - MASTERCARD INC CL A 126,963 142,776
    NT - MCDONALDS CORP 72,199 85,832
    NT - MICROSOFT CORP 112,768 133,452
    NT - SPDR GOLD TR - COMMODITY FD 1,958,271 3,049,956
    NT - SPDR S&P 500 ETF SER 1 23,865 130,858
    NT - STARBUCKS CORP 97,053 139,074
    NT - VANGUARD FTSE EMERGING MKTS ETF 146,479 150,330
    NT - WALT DISNEY CO 86,086 144,944

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    US Government Securities - End of Year Book Value:

    2,289,251
    US Government Securities - End of Year Fair Market Value:

    2,316,941
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CS - CALL CBOE VOLATILITY IDX AT COST 11,918 11,750

    TY 2020 OtherAssetsSchedule
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NORTHERN TRUST 26-16360 FORM 1099 DIVIDENDS RECEIVED NEXT YEAR 4,061 553 553
    SCHWAB ACCT FL 3732-2666 FORM 1099 OID & ACCRUED INTEREST INCOME 40,595 30,345 30,345
    EVERCORE TRUST 1030100 FORM 1099 DIVIDENDS RECEIVED NEXT YEAR 314 1,396 1,396


    TY 2020 OtherExpensesSchedule
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY AND ACCOUNT FEES - NORTHERN TRUST 44,283 44,283   0
    ACCOUNT FEES - SCHWAB 120 120   0
    GOLD SHS INVESTMENT EXP- NORTHERN TRUST 11,021 11,021   0
    EVERCORE ADVISORY FEES 32,879 32,879   0
    EDGE WEALTH MANAGEMENT ADVISORY FEES 73,167 73,167   0
    GOLD SHS INVESTMENT EXP- EVERCORE 1,611 1,611   0
    SILVER SHS INVESTMENT EXP - EVERCORE 1,126 1,126   0
    ACCOUNT FEES - EVERCORE 32 32   0
    OID ADJ & ACCRUED INTEREST WRITE-OFF 21,363 21,363   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDUCIARY COMPENSATION REVIEW 2,500 1,750   750


    TY 2020 TaxesSchedule
    Name:
    ADDISON HINES CHARITABLE TR
    EIN:
    20-1679943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS - NORTHERN TRUST 26-16360 107 107   0
    FOREIGN TAX ON DIVIDENDS - EVERCORE ACCT 1030100 1,163 1,163   0
    FOREIGN TAX ON DIVIDENDS - SCHWAB ACCT 3732-2666 801 801   0
    ESTIMATED TAX PAYMENTS FOR FORM 990-PF 10,000 0   0