TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
E STUART JAMES GRANT CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)CO AMERICAN NATL BK PO BOX 1
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DANVILLE, VA245430191

A Employer identification number

54-6315085

B Telephone number (see instructions)

(434) 792-5111

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$44,910,623J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	10,330		10,330
4	Dividends and interest from securities...	998,226		998,226
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-206,158
b	Gross sales price for all assets on line 6a 14,257,941
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		123	123
12	Total. Add lines 1 through 11........	802,521		1,008,679
13	Compensation of officers, directors, trustees, etc.	305,355		183,213	122,142
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,950	0	3,950
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		21,321	21,321	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		8,872	4,721	4,151
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	339,498		209,255	130,243
25	Contributions, gifts, grants paid.......	2,197,500			2,197,500
26	Total expenses and disbursements. Add lines 24 and 25	2,536,998		209,255	2,327,743
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,734,477
b	Net investment income (if negative, enter -0-)			799,424
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	2,250,230	2,769,177	2,769,177
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	12,008,922	10,485,999	10,741,888
	b	Investments—corporate stock (attach schedule).......	20,927,780	19,844,364	30,110,436
	c	Investments—corporate bonds (attach schedule).......	765,850	1,117,826	1,180,821
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	102,133	103,072	108,301
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	36,054,915	34,320,438	44,910,623
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	36,054,915	34,320,438
	29	Total net assets or fund balances (see instructions).....	36,054,915	34,320,438
	30	Total liabilities and net assets/fund balances (see instructions).	36,054,915	34,320,438

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

36,054,915

Enter amount from Part I, line 27a .....................

-1,734,477

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

34,320,438

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

34,320,438

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	3M CO. COM	P	2020-03-06	2020-10-27
b	ABBOTT LAB	P	2016-06-24	2020-10-21
c	ABBOTT LAB	P	2016-06-24	2020-10-27
d	ABBVIE INC	P	2018-04-12	2020-05-21
e	ABBVIE INC	P	2019-05-23	2020-07-09
	ABBVIE INC	P	2018-04-12	2020-07-09
	ABBVIE INC	P	2020-05-15	2020-10-21
	ABBVIE INC	P	2020-05-15	2020-10-27
	ABBVIE INC	P	2020-05-14	2020-10-27
	ABBVIE INC	P	2019-06-26	2020-10-27
	ACCENTURE PLC	P	2020-05-18	2020-10-21
	ACCENTURE PLC	P	2020-05-18	2020-10-27
	AIR PRODUCTS & CHEM	P	2020-08-17	2020-10-27
	ALPHABET INC	P	2016-06-24	2020-10-21
	ALPHABET INC	P	2016-06-24	2020-10-27
	AMAZON.COM INC	P	2016-11-18	2020-10-21
	AMAZON.COM INC	P	2016-11-18	2020-10-27
	AMETEK INC	P	2017-04-20	2020-10-21
	AMETEK INC	P	2017-04-20	2020-10-27
	ANALOG DEVICES	P	2018-02-12	2020-10-21
	ANALOG DEVICES	P	2018-02-12	2020-10-27
	APPLE INC	P	2016-06-24	2020-01-08
	APPLE INC	P	2016-06-24	2020-09-04
	APPLE INC	P	2016-06-24	2020-10-21
	APPLE INC	P	2016-06-24	2020-10-27
	AT&T INC	P	2018-10-03	2020-10-21
	AT&T INC	P	2020-05-15	2020-10-21
	AT&T INC	P	2020-05-14	2020-10-27
	AT&T INC	P	2018-10-03	2020-10-27
	AT&T INC	P	2018-10-03	2020-11-16
	BERKSH HATH NEW	P	2016-06-24	2020-10-21
	BERKSH HATH NEW	P	2016-06-24	2020-10-27
	BOEING CO	P	2020-01-29	2020-03-06
	BOEING CO	P	2018-08-31	2020-03-31
	BOOKING HOLDINGS INC	P	2016-06-24	2020-03-24
	BOOKING HOLDINGS INC	P	2016-06-27	2020-03-24
	BP CAP 4.5 10/1/20	P	2013-09-17	2020-10-01
	BROADCOM INC	P	2018-11-09	2020-10-27
	BROOKFIELD RENEWABLE	P	2020-09-28	2020-10-27
	BROOKFLD ASSET CL A	P	2017-05-04	2020-05-27
	BROOKFLD ASSET CL A	P	2017-02-10	2020-10-21
	BROOKFLD ASSET CL A	P	2017-05-04	2020-10-21
	BROOKFLD ASSET CL A	P	2017-02-10	2020-10-27
	CARRIER GLOBAL CORP	P	2015-06-11	2020-04-14
	CARRIER GLOBAL CORP	P	2018-01-24	2020-04-14
	CARRIER GLOBAL CORP	P	2006-02-27	2020-04-14
	CARRIER GLOBAL CORP	P	2016-06-24	2020-04-14
	CARRIER GLOBAL CORP	P	2016-06-27	2020-04-14
	CHEVRON CORPORATION	P	2014-10-21	2020-10-27
	CHEVRON CORPORATION	P	2020-05-15	2020-10-27
	CHEVRON CORPORATION	P	2018-01-18	2020-10-27
	CHEVRON CORPORATION	P	2018-05-11	2020-10-27
	CISCO SYS INC	P	2020-05-14	2020-10-21
	CISCO SYS INC	P	2020-05-15	2020-10-27
	CISCO SYS INC	P	2020-05-14	2020-10-27
	CISCO SYS INC	P	2020-05-14	2020-10-27
	CISCO SYS INC	P	2020-05-14	2020-10-27
	CME GROUP INC	P	2020-04-27	2020-10-27
	COGNIZANT TECH SOL	P	2017-02-10	2020-03-24
	COGNIZANT TECH SOL	P	2016-07-20	2020-03-24
	CONSTELLATION BRDS	P	2019-02-25	2020-10-27
	CPL HL NC 4.7%4/1/29	P	2017-03-13	2020-04-01
	CRACKER BARREL	P	2018-06-06	2020-04-27
	CROWN CASTLE INTL	P	2020-06-17	2020-10-27
	DIAGEO PLC SPON NEW	P	2019-01-04	2020-10-21
	DIAGEO PLC SPON NEW	P	2019-01-04	2020-10-27
	DIAGEO PLC SPON NEW	P	2014-10-08	2020-10-27
	DIAGEO PLC SPON NEW	P	2020-09-03	2020-10-27
	DNVR CO 4.83%8/1/25	P	2015-08-18	2020-12-03
	DOMINION RES INC VA	P	2018-12-12	2020-10-21
	DOMINION RES INC VA	P	2018-12-12	2020-10-27
	DUPONT DE NEMOURS	P	2016-02-04	2020-03-05
	DUPONT DE NEMOURS	P	2017-09-25	2020-03-05
	DUPONT DE NEMOURS	P	2016-06-24	2020-03-05
	DUPONT DE NEMOURS	P	2016-06-27	2020-03-05
	EATON CORP PLC	P	2017-03-09	2020-10-27
	EMERSON ELECTRIC CO	P	2016-06-23	2020-10-27
	EOG RESOURCES	P	2020-05-15	2020-10-21
	EOG RESOURCES	P	2016-06-24	2020-10-21
	EOG RESOURCES	P	2016-06-24	2020-10-27
	EOG RESOURCES	P	2016-06-24	2020-11-09
	EOG RESOURCES	P	2015-08-24	2020-11-09
	EOG RESOURCES	P	2016-06-27	2020-11-09
	EXXON MOBIL CORP	P	2014-05-27	2020-03-24
	EXXON MOBIL CORP	P	2016-06-24	2020-03-24
	EXXON MOBIL CORP	P	2016-06-27	2020-03-24
	EXXON MOBIL CORP	P	2018-05-11	2020-03-24
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-01-27
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-02-25
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-03-25
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-04-27
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-05-26
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-06-25
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-07-27
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-08-25
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-09-25
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-10-26
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-11-25
	FANNIE MAE3% 12/1/35	P	2016-06-29	2020-12-28
	FFCB 2.07% 5/9/23	P	2016-05-04	2020-01-13
	FFCB 2.35% 7/8/25	P	2019-10-03	2020-02-03
	FFCB 2.4% 10/22/25	P	2019-10-17	2020-02-04
	FFCB 3.65% 2/4/28	P	2019-02-27	2020-02-04
	FHLB 1.75% 8/24/26	P	2016-07-26	2020-05-26
	FHLB 2.07% 4/2/32	P	2020-03-30	2020-10-02
	FHLB 2.07% 7/12/24	P	2016-07-06	2020-03-05
	FHLB 2.56% 7/2/26	P	2019-06-27	2020-07-02
	FHLB 2.875% 9/11/20	P	2019-05-22	2020-09-11
	FHLB STEP % 9/15/31	P	2016-08-22	2020-03-15
	FHLB STEP% 9/30/26	P	2016-09-23	2020-03-30
	FHLMC 2% 8/22/24	P	2019-08-22	2020-02-22
	FHLMC 2.10% 12/5/24	P	2019-11-13	2020-06-05
	FHLMC STEP 8/28/24	P	2016-09-16	2020-05-28
	FHLMC STEP% 11/25/24	P	2016-05-05	2020-02-25
	FHLMC STEP% 6/30/26	P	2016-06-22	2020-03-30
	FHLMC STEP% 7/27/28	P	2016-06-21	2020-04-27
	FHLMC STEP% 8/25/21	P	2016-08-04	2020-02-25
	FHLMC STEP% 9/9/26	P	2016-08-16	2020-03-09
	FNMA 1.55% 9/28/21	P	2016-09-07	2020-03-28
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-02-25
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-03-25
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-04-27
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-05-26
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-06-25
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-07-27
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-08-25
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-09-25
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-10-26
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-11-25
	FRED MAC 2% 11/1/34	P	2020-01-23	2020-12-28
	GILEAD SCIENCES INC	P	2017-08-31	2020-05-21
	GILEAD SCIENCES INC	P	2020-05-14	2020-05-21
	GILEAD SCIENCES INC	P	2017-08-31	2020-07-09
	GILEAD SCIENCES INC	P	2020-01-10	2020-10-27
	HANESBRANDS INC	P	2018-11-02	2020-03-30
	HANESBRANDS INC	P	2017-03-09	2020-03-30
	HOME DEPOT INC	P	2020-05-14	2020-10-27
	HONEYWELL INTL INC	P	2016-06-24	2020-10-21
	HONEYWELL INTL INC	P	2016-06-24	2020-10-27
	HUNTINGTON BCSHRES	P	2018-11-09	2020-10-27
	IBM CORPORATION	P	2018-01-18	2020-03-25
	IBM CORPORATION	P	2019-01-08	2020-03-25
	IBM CORPORATION	P	2017-12-13	2020-03-25
	IBM CORPORATION	P	2018-01-04	2020-03-25
	INGREDION INC	P	2020-03-04	2020-10-27
	INTL BK STEP%7/27/27	P	2017-09-12	2020-07-27
	ISHS MSCI EAFE	P	2016-06-21	2020-10-21
	ISHS MSCI EAFE	P	2016-06-21	2020-10-27
	J P MORGAN CHASE	P	2015-06-11	2020-10-21
	J P MORGAN CHASE	P	2018-02-06	2020-10-21
	J P MORGAN CHASE	P	2015-06-11	2020-10-27
	J P MORGAN CHASE	P	2016-06-24	2020-10-27
	J P MORGAN CHASE	P	2016-06-23	2020-10-27
	JP MRGN 4.5% 1/24/22	P	2017-02-06	2020-09-22
	KRAFT HEINZ CO	P	2019-03-06	2020-03-04
	KRAFT HEINZ CO	P	2019-01-15	2020-03-04
	KRAFT HEINZ CO	P	2019-05-23	2020-03-04
	L3HARRIS TECH INC	P	2020-01-08	2020-10-27
	LABORATORY CORP	P	2019-01-25	2020-10-21
	LINDE PLC EUR	P	2020-03-05	2020-10-21
	LINDE PLC EUR	P	2020-03-05	2020-10-27
	LOWES COS INC	P	2018-02-20	2020-10-21
	LOWES COS INC	P	2018-02-20	2020-10-27
	LYONDELLBASELL INDUS	P	2014-11-07	2020-03-31
	LYONDELLBASELL INDUS	P	2017-01-04	2020-03-31
	LYONDELLBASELL INDUS	P	2016-06-24	2020-03-31
	LYONDELLBASELL INDUS	P	2016-06-27	2020-03-31
	LYONDELLBASELL INDUS	P	2016-11-10	2020-03-31
	MARKEL CORP	P	2020-01-10	2020-10-27
	MASTERCARD	P	2019-06-26	2020-10-21
	MASTERCARD	P	2019-06-26	2020-10-27
	MASTERCARD	P	2016-06-27	2020-10-27
	MAXIM INTEGRATED	P	2020-03-25	2020-10-22
	MAXIM INTEGRATED	P	2017-09-25	2020-10-22
	MAXIM INTEGRATED	P	2017-10-26	2020-10-22
	MEDTRONIC PLC	P	2018-11-27	2020-01-06
	MEDTRONIC PLC	P	2018-11-27	2020-10-21
	MEDTRONIC PLC	P	2020-05-21	2020-10-27
	MEDTRONIC PLC	P	2018-11-27	2020-10-27
	MERCK & CO NEW	P	2020-05-15	2020-10-27
	MERCK & CO NEW	P	2015-04-21	2020-10-27
	MICROSOFT CORP	P	2016-06-24	2020-01-08
	MICROSOFT CORP	P	2016-06-24	2020-09-04
	MICROSOFT CORP	P	2016-06-24	2020-10-21
	MICROSOFT CORP	P	2016-06-24	2020-10-27
	MOLSON COORS BEV	P	2019-09-27	2020-09-03
	NATL GRID PLC NPV	P	2015-06-11	2020-08-17
	NATL GRID PLC NPV	P	2015-05-18	2020-08-17
	NATL GRID PLC NPV	P	2020-01-06	2020-08-17
	NATL GRID PLC NPV	P	2016-06-23	2020-08-17
	NATL GRID PLC NPV	P	2017-08-29	2020-08-17
	NOVARTIS AG ADR	P	2014-05-27	2020-10-27
	NXP SEMICONDUCTORS	P	2018-08-02	2020-10-27
	ORGN SK 5.762%6/1/23	P	2016-02-18	2020-06-03
	OTIS WORLDWIDE CORP	P	2015-06-11	2020-04-15
	OTIS WORLDWIDE CORP	P	2018-01-24	2020-04-15
	OTIS WORLDWIDE CORP	P	2006-02-27	2020-04-15
	OTIS WORLDWIDE CORP	P	2016-06-24	2020-04-15
	OTIS WORLDWIDE CORP	P	2016-06-27	2020-04-15
	PAYCHEX INC COM	P	2018-06-20	2020-10-27
	PEPSICO INC	P	2016-06-24	2020-10-21
	PEPSICO INC	P	2016-06-24	2020-10-27
	PFIZER INC	P	2016-06-23	2020-10-27
	PFIZER INC	P	2016-06-23	2020-11-10
	PNC BANK CORP	P	2016-06-24	2020-10-21
	PNC BANK CORP	P	2016-06-24	2020-10-27
	PROCTER & GAMBLE CO	P	2016-06-24	2020-10-21
	PROCTER & GAMBLE CO	P	2016-06-24	2020-10-27
	QUALCOMM	P	2020-05-14	2020-10-27
	RAYTHEON TECH	P	2020-06-11	2020-10-21
	RAYTHEON TECH	P	2020-06-11	2020-10-27
	ROCHE HLDG LTD	P	2020-05-15	2020-10-21
	ROCHE HLDG LTD	P	2019-03-01	2020-10-21
	ROCHE HLDG LTD	P	2020-05-14	2020-10-27
	ROCHE HLDG LTD	P	2019-03-01	2020-10-27
	ROPER	P	2020-06-25	2020-10-21
	ROPER	P	2020-06-25	2020-10-27
	ROYAL DUTCH SHELL A	P	2014-10-21	2020-09-28
	ROYAL DUTCH SHELL A	P	2014-05-27	2020-09-28
	ROYAL DUTCH SHELL A	P	2012-05-24	2020-09-28
	ROYAL DUTCH SHELL A	P	2016-06-08	2020-09-28
	ROYAL DUTCH SHELL A	P	2018-05-02	2020-09-28
	ROYAL DUTCH SHELL A	P	2016-06-23	2020-09-28
	S&P GLOBAL INC	P	2019-10-17	2020-10-21
	S&P GLOBAL INC	P	2019-10-17	2020-10-27
	SCHLUMBERGER LTD	P	2015-02-26	2020-01-10
	SCHLUMBERGER LTD	P	2018-01-18	2020-01-10
	SCHLUMBERGER LTD	P	2018-11-01	2020-01-10
	SCHLUMBERGER LTD	P	2016-06-24	2020-01-10
	SCHLUMBERGER LTD	P	2016-06-27	2020-01-10
	SCHLUMBERGER LTD	P	2018-01-11	2020-01-10
	SPDR S&P 500 ETF TR	P	2016-06-21	2020-05-15
	SPDR S&P 500 ETF TR	P	2016-06-21	2020-10-21
	SPDR S&P 500 ETF TR	P	2016-06-21	2020-10-27
	ST LOUIS 4.75%2/1/24	P	2015-08-13	2020-02-01
	TANGER FAC OUTLET	P	2020-01-15	2020-03-25
	TANGER FAC OUTLET	P	2016-06-23	2020-03-25
	TANGER FAC OUTLET	P	2017-05-03	2020-03-25
	TANGER FAC OUTLET	P	2017-05-22	2020-03-25
	TARGET CORP	P	2019-01-03	2020-10-27
	TARGET CORP	P	2019-01-03	2020-12-17
	THERMO FISHER SCIEN	P	2017-05-04	2020-10-21
	THERMO FISHER SCIEN	P	2017-05-04	2020-10-27
	TJX COMPANIES INC	P	2016-06-24	2020-10-27
	TRANSDIGM GRP INC	P	2018-01-24	2020-03-31
	TRUIST FINANCIAL	P	2018-01-18	2020-10-27
	UNION PACIFIC CORP	P	2017-01-19	2020-10-21
	UNION PACIFIC CORP	P	2017-01-19	2020-10-27
	UPS CLASS B	P	2018-03-08	2020-10-27
	UPS CLASS B	P	2018-03-08	2020-11-11
	US BANCORP	P	2018-02-05	2020-10-21
	US BANCORP	P	2018-02-05	2020-10-27
	US BANCORP	P	2018-02-05	2020-10-27
	US BANCORP	P	2020-05-15	2020-11-09
	US BANCORP	P	2018-02-05	2020-11-09
	UST BILL 2/13/20	P	2019-08-16	2020-02-13
	UST BILL 5/14/20	P	2020-02-13	2020-05-14
	UTAH ST 4.554%7/1/24	P	2015-04-14	2020-07-01
	VA CLG 4% 9/1/20	P	2016-03-17	2020-09-01
	VA CLG 5.625% 2/1/28	P	2017-02-01	2020-02-01
	VA ST 3.05% 6/1/20	P	2017-03-16	2020-06-01
	VERIZON COMM	P	2018-10-23	2020-06-17
	VERIZON COMM	P	2018-10-23	2020-10-27
	VIATRIS INC NPV	P	2012-05-24	2020-12-14
	VIATRIS INC NPV	P	2014-10-21	2020-12-28
	VIATRIS INC NPV	P	2014-05-27	2020-12-28
	VIATRIS INC NPV	P	2012-05-24	2020-12-28
	VIATRIS INC NPV	P	2016-06-23	2020-12-28
	VISA INC COM CL A	P	2019-06-26	2020-10-21
	VISA INC COM CL A	P	2019-06-26	2020-10-27
	VISA INC COM CL A	P	2016-06-24	2020-10-27
	WALT DISNEY CO	P	2018-10-10	2020-10-21
	WALT DISNEY CO	P	2018-10-10	2020-10-27
	XYLEM INC	P	2019-09-06	2020-10-21
	XYLEM INC	P	2019-09-06	2020-10-27
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,263	3,916	347
b	430	153	277
c	16,952	5,965	10,987
d	61,257	62,257	-1,000
e	15,640	12,975	2,665
	32,843	31,175	1,668
	3,256	3,514	-258
	1,927	2,073	-146
	4,104	4,407	-303
	17,674	14,325	3,349
	698	577	121
	8,857	7,694	1,163
	858	874	-16
	17,692	7,441	10,251
	22,186	9,470	12,716
	3,221	762	2,459
	44,969	10,662	34,307
	3,809	1,911	1,898
	13,897	7,315	6,582
	8,516	5,775	2,741
	10,057	7,048	3,009
	58,162	18,151	40,011
	24,713	4,912	19,801
	2,241	444	1,797
	55,102	11,157	43,945
	53	68	-15
	2,762	2,943	-181
	10,801	11,346	-545
	12,853	16,143	-3,290
	122,232	143,018	-20,786
	23,746	15,920	7,826
	23,236	15,779	7,457
	79,545	100,571	-21,026
	52,721	116,384	-63,663
	24,873	25,877	-1,004
	49,747	48,807	940
	150,000	150,000	0
	1,084	709	375
	7,802	6,698	1,104
	16	12	4
	9,282	6,787	2,495
	14,811	11,008	3,803
	12,529	9,531	2,998
	154	223	-69
	1,525	2,544	-1,019
	5,107	3,740	1,367
	9,514	11,602	-2,088
	10,381	12,416	-2,035
	1,676	2,722	-1,046
	2,375	3,072	-697
	3,841	7,245	-3,404
	5,028	9,338	-4,310
	2,482	2,811	-329
	4,498	5,314	-816
	5,910	7,096	-1,186
	7,471	8,827	-1,356
	10,259	12,317	-2,058
	1,765	2,058	-293
	26,857	34,446	-7,589
	76,020	98,767	-22,747
	10,490	10,036	454
	250,000	264,205	-14,205
	91,916	154,164	-62,248
	8,532	9,025	-493
	22,458	22,985	-527
	5,555	5,711	-156
	8,672	7,185	1,487
	12,601	12,568	33
	50,000	53,273	-3,273
	4,454	4,154	300
	13,490	12,312	1,178
	9,622	15,171	-5,549
	10,782	26,154	-15,372
	12,157	21,958	-9,801
	13,188	22,822	-9,634
	9,240	5,739	3,501
	7,377	5,873	1,504
	893	1,199	-306
	2,716	6,205	-3,489
	3,570	8,409	-4,839
	7,633	15,431	-7,798
	9,935	17,594	-7,659
	20,192	39,768	-19,576
	4,669	13,803	-9,134
	18,023	47,207	-29,184
	19,533	50,371	-30,838
	20,082	47,509	-27,427
	8,575	9,009	-434
	2,403	2,525	-122
	2,805	2,947	-142
	2,211	2,323	-112
	9,190	9,656	-466
	9,426	9,903	-477
	13,933	14,639	-706
	7,235	7,602	-367
	5,395	5,668	-273
	6,826	7,171	-345
	8,699	9,140	-441
	8,378	8,802	-424
	250,000	250,000	0
	235,000	235,000	0
	200,000	200,000	0
	58,000	58,119	-119
	500,000	499,250	750
	500,000	498,375	1,625
	450,000	450,000	0
	500,000	500,000	0
	250,000	250,000	0
	500,000	499,500	500
	500,000	499,425	575
	250,000	249,875	125
	100,000	100,000	0
	250,000	249,063	937
	200,000	199,850	150
	250,000	250,000	0
	250,000	249,313	687
	500,000	500,000	0
	500,000	499,500	500
	200,000	200,000	0
	2,478	2,470	8
	2,701	2,692	9
	2,972	2,963	9
	4,931	4,915	16
	10,794	10,758	36
	10,892	10,856	36
	12,227	12,187	40
	18,452	18,392	60
	16,089	16,036	53
	12,548	12,507	41
	22,181	22,108	73
	1,763	1,996	-233
	15,280	15,900	-620
	36,060	40,163	-4,103
	2,520	2,759	-239
	19,247	39,855	-20,608
	53,195	136,943	-83,748
	4,451	3,685	766
	1,568	980	588
	10,480	6,750	3,730
	11,399	16,707	-5,308
	21,762	33,973	-12,211
	38,868	43,114	-4,246
	70,374	100,406	-30,032
	71,456	106,741	-35,285
	2,878	3,292	-414
	100,000	100,000	0
	56,068	50,606	5,462
	181,880	167,865	14,015
	3,418	2,333	1,085
	7,439	8,082	-643
	1,500	1,029	471
	19,705	11,917	7,788
	21,006	13,433	7,573
	264,500	255,718	8,782
	45,147	57,597	-12,450
	46,780	84,323	-37,543
	52,015	63,141	-11,126
	10,455	13,176	-2,721
	17,454	11,684	5,770
	4,217	3,561	656
	8,618	7,518	1,100
	12,140	6,561	5,579
	17,669	10,131	7,538
	10,240	18,061	-7,821
	11,930	21,386	-9,456
	21,822	33,269	-11,447
	26,295	38,035	-11,740
	86,193	145,327	-59,134
	9,965	11,678	-1,713
	1,331	1,048	283
	6,295	5,241	1,054
	11,016	3,137	7,879
	23,519	15,709	7,810
	130,526	83,568	46,958
	144,184	102,828	41,356
	166,008	134,715	31,293
	7,314	6,204	1,110
	3,096	2,776	320
	14,947	12,964	1,983
	3,338	3,372	-34
	4,292	3,115	1,177
	118,597	37,303	81,294
	51,877	12,267	39,610
	3,242	751	2,491
	46,998	11,166	35,832
	80,308	121,169	-40,861
	2,610	3,340	-730
	26,915	35,364	-8,449
	61,952	66,639	-4,687
	63,750	87,926	-24,176
	65,258	71,217	-5,959
	16,922	16,560	362
	10,382	7,432	2,950
	7,003	8,117	-1,114
	241	334	-93
	2,392	3,814	-1,422
	8,008	5,607	2,401
	14,920	17,396	-2,476
	16,280	18,615	-2,335
	2,321	1,959	362
	2,520	1,849	671
	13,053	9,658	3,395
	10,553	9,777	776
	56,698	50,126	6,572
	11,181	8,192	2,989
	8,570	6,390	2,180
	1,861	1,080	781
	21,081	12,297	8,784
	13,035	8,184	4,851
	4,001	4,250	-249
	11,627	12,750	-1,123
	4,447	4,882	-435
	7,274	6,093	1,181
	8,167	8,861	-694
	10,614	8,914	1,700
	9,345	8,546	799
	11,446	11,266	180
	707	1,879	-1,172
	2,751	8,250	-5,499
	9,693	23,541	-13,848
	10,610	21,433	-10,823
	12,417	32,910	-20,493
	59,546	124,677	-65,131
	687	507	180
	10,973	8,360	2,613
	10,743	22,728	-11,985
	11,101	21,483	-10,382
	27,015	34,986	-7,971
	29,840	57,750	-27,910
	32,745	61,722	-28,977
	92,943	178,162	-85,219
	250,150	183,642	66,508
	134,596	81,295	53,301
	619,371	381,251	238,120
	50,000	52,841	-2,841
	11,362	26,522	-15,160
	13,850	78,274	-64,424
	15,294	67,984	-52,690
	22,008	85,566	-63,558
	7,691	3,242	4,449
	139,966	54,182	85,784
	38,727	13,704	25,023
	16,990	5,921	11,069
	20,852	14,373	6,479
	87,410	74,333	13,077
	7,341	9,334	-1,993
	7,866	4,154	3,712
	13,324	7,775	5,549
	510	324	186
	74,204	48,152	26,052
	10,322	14,725	-4,403
	12,026	17,180	-5,154
	14,759	21,084	-6,325
	3,702	2,581	1,121
	141,504	179,104	-37,600
	247,750	247,750	0
	249,038	249,038	0
	25,000	26,614	-1,614
	50,000	54,229	-4,229
	100,000	107,508	-7,508
	150,000	150,000	0
	82,525	82,973	-448
	12,734	12,603	131
	15	8	7
	265	187	78
	1,307	930	377
	2,720	1,426	1,294
	5,210	4,298	912
	6,968	6,008	960
	2,676	2,403	273
	20,642	8,161	12,481
	10,572	9,618	954
	12,492	11,565	927
	2,938	2,517	421
	12,977	11,407	1,570
	19,043		19,043

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			347
b			277
c			10,987
d			-1,000
e			2,665
			1,668
			-258
			-146
			-303
			3,349
			121
			1,163
			-16
			10,251
			12,716
			2,459
			34,307
			1,898
			6,582
			2,741
			3,009
			40,011
			19,801
			1,797
			43,945
			-15
			-181
			-545
			-3,290
			-20,786
			7,826
			7,457
			-21,026
			-63,663
			-1,004
			940
			0
			375
			1,104
			4
			2,495
			3,803
			2,998
			-69
			-1,019
			1,367
			-2,088
			-2,035
			-1,046
			-697
			-3,404
			-4,310
			-329
			-816
			-1,186
			-1,356
			-2,058
			-293
			-7,589
			-22,747
			454
			-14,205
			-62,248
			-493
			-527
			-156
			1,487
			33
			-3,273
			300
			1,178
			-5,549
			-15,372
			-9,801
			-9,634
			3,501
			1,504
			-306
			-3,489
			-4,839
			-7,798
			-7,659
			-19,576
			-9,134
			-29,184
			-30,838
			-27,427
			-434
			-122
			-142
			-112
			-466
			-477
			-706
			-367
			-273
			-345
			-441
			-424
			0
			0
			0
			-119
			750
			1,625
			0
			0
			0
			500
			575
			125
			0
			937
			150
			0
			687
			0
			500
			0
			8
			9
			9
			16
			36
			36
			40
			60
			53
			41
			73
			-233
			-620
			-4,103
			-239
			-20,608
			-83,748
			766
			588
			3,730
			-5,308
			-12,211
			-4,246
			-30,032
			-35,285
			-414
			0
			5,462
			14,015
			1,085
			-643
			471
			7,788
			7,573
			8,782
			-12,450
			-37,543
			-11,126
			-2,721
			5,770
			656
			1,100
			5,579
			7,538
			-7,821
			-9,456
			-11,447
			-11,740
			-59,134
			-1,713
			283
			1,054
			7,879
			7,810
			46,958
			41,356
			31,293
			1,110
			320
			1,983
			-34
			1,177
			81,294
			39,610
			2,491
			35,832
			-40,861
			-730
			-8,449
			-4,687
			-24,176
			-5,959
			362
			2,950
			-1,114
			-93
			-1,422
			2,401
			-2,476
			-2,335
			362
			671
			3,395
			776
			6,572
			2,989
			2,180
			781
			8,784
			4,851
			-249
			-1,123
			-435
			1,181
			-694
			1,700
			799
			180
			-1,172
			-5,499
			-13,848
			-10,823
			-20,493
			-65,131
			180
			2,613
			-11,985
			-10,382
			-7,971
			-27,910
			-28,977
			-85,219
			66,508
			53,301
			238,120
			-2,841
			-15,160
			-64,424
			-52,690
			-63,558
			4,449
			85,784
			25,023
			11,069
			6,479
			13,077
			-1,993
			3,712
			5,549
			186
			26,052
			-4,403
			-5,154
			-6,325
			1,121
			-37,600
			0
			0
			-1,614
			-4,229
			-7,508
			0
			-448
			131
			7
			78
			377
			1,294
			912
			960
			273
			12,481
			954
			927
			421
			1,570
			19,043

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-206,158
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	11,112
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	11,112
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	11,112
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	19,230
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	19,230
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	8,118
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax8,118	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

AMERICAN NATIONAL BANK TRUST CO Telephone no. bullet

(434) 792-5111

Located at bullet

628 MAIN STREETDANVILLEVA ZIP+4 bullet

24543

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
AMERICAN NATIONAL BANK TRUST CO	TRUSTEE 40.00	305,355	0	0
PO BOX 191 DANVILLE,VA245430191	TRUSTEE 40.00	305,355	0	0

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...................				0

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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	N/A	0
2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A	0
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

39,465,873

Average of monthly cash balances.......................

3,069,166

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

42,535,039

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

42,535,039

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

638,026

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

41,897,013

Minimum investment return. Enter 5% of line 5..................

2,094,851

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.)

Minimum investment return from Part X, line 6....................

2,094,851

Tax on investment income for 2020 from Part VI, line 5......

11,112

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

11,112

Distributable amount before adjustments. Subtract line 2c from line 1............

2,083,739

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,083,739

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

2,083,739

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,327,743

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

2,327,743

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

2,327,743

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)

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					2,083,739
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......	134,255
b From 2016......	210,894
c From 2017......	208,627
d From 2018......	253,675
e From 2019......	235,094
fTotal of lines 3a through e........		1,042,545
4Qualifying distributions for 2020 from Part
XII, line 4: $ 2,327,743
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.....					2,083,739
e Remaining amount distributed out of corpus		244,004
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		1,286,549
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) ...		134,255
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		1,152,294
10 Analysis of line 9:
a Excess from 2016....	210,894
b Excess from 2017....	208,627
c Excess from 2018....	253,675
d Excess from 2019....	235,094
e Excess from 2020....	244,004

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AVERETT UNIVERSITY 420 WEST MAIN STREET DANVILLE,VA24541	N/A	EDUCATIONAL	$200,000 FACILITY IMPROVEMENTS/UPGRADES; $100,000 UNRESTRICTED SUPPORT	300,000
HARGRAVE MILITARY ACADEMY 200 MILITARY DRIVE CHATHAM,VA24531	N/A	EDUCATIONAL	$750,000 COMPREHENSIVE CAMPAIGN (3RD YEAR OF A 5 YEAR PLEDGE); $75,000 UNRESTRICTED SUPPORT	825,000
LIONS CLUB FOUNDATION 100 COOPER COURT DANVILLE,VA24540	N/A	PUBLIC	$150,000 DANVILLE PARKS & RECREATION RIVERFRONT PARK; $12,500 BOYS & GIRLS CLUB PROGRAM MATERIALS AND COVID SUPPLIES; $25,000 HEAD START PLAYGROUND EQUIPMENT; $10,000 UNRESTRICTED	197,500
KIWANIS FOUNDATION 199 BRANDON COURT DANVILLE,VA24541	N/A	PUBLIC	$70,000 DANVILLE SCIENCE CENTER REIMAGINING CAMPAIGN; $75,000 PITTSYLVANIA HISTORICAL SOCIETY, INC. MUSEUM ESTABLISHMENT; $22,000 DANVILLE SPEECH AND HEARING CENTER BUILDING AND GROUNDS RENOVATION; $20,000 UNRESTRICTED SUPPORT	187,000
UNIVERSITY OF VIRGINIA PO BOX 400226 CHARLOTTESVILLE,VA22904	N/A	EDUCATIONAL	$135,000 COLLEGE ADVISING CORPS; $45,000 SORENSEN INSTITUTE; $45,000 UNDESIGNATED	225,000
THE HATCHER CENTER (THE ARC) 7180 HIGHWAY 29 BLAIRS,VA24527	N/A	PUBLIC	$40,000 12 PASSENGER VAN FOR DAY PROGRAM; $13,000 RIVER DISTRICT ARTISANS COMPUTERIZED SYSTEM; $10,000 UNRESTRICTED SUPPORT	63,000
VIRGINIA MILITARY INSTITUTE 201 SMITH HALL LEXINGTON,VA24450	N/A	EDUCATIONAL	$175,000 SCHOLARSHIPS FOR LOCAL CADETS; $30,000 UNRESTRICTED SUPPORT	205,000
DANVILLE AREA HUMANE SOCIETY 1000 SOUTH BOSTON ROAD DANVILLE,VA24540	N/A	PUBLIC	$50,000 SPAY/NEUTER PROGRAM; $50,000 SHELTER RENOVATIONS (4TH YEAR OF 5 YEAR PLEDGE); $10,000 UNRESTRICTED	185,000
RED HILL SHRINE 1250 RED HILL ROAD BROOKNEAL,VA24528	N/A	PUBLIC	$75,000 RED HILL ON THE ROAD; $10,000 UNRESTRICTED SUPPORT	10,000
Total ................................. 3a				2,197,500

bApproved for future payment
AVERETT UNIVERSITY 420 WEST MAIN STREET DANVILLE,VA24541	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	100,000
HARGRAVE MILITARY ACADEMY 200 MILITARY DRIVE CHATHAM,VA24531	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	75,000
LIONS CLUB FOUNDATION 100 COOPER COURT DANVILLE,VA24540	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
KIWANIS FOUNDATION 199 BRANDON COURT DANVILLE,VA24541	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
UNIVERSITY OF VIRGINIA PO BOX 400226 CHARLOTTESVILLE,VA22904	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	45,000
THE HATCHER CENTER (THE ARC) 7180 HIGHWAY 29 BLAIRS,VA24527	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
VIRGINIA MILITARY INSTITUTE 201 SMITH HALL LEXINGTON,VA24540	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	30,000
DANVILLE AREA HUMANE SOCIETY 1000 SOUTH BOSTON ROAD DANVILLE,VA24540	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
RED HILL SHRINE 1250 RED HILL ROAD BROOKNEAL,VA24528	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
Total ................................. 3b				300,000

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	(e) Related or exempt function income (See instructions.)
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	10,330
4 Dividends and interest from securities....			14	998,226
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....			14	123
8 Gain or (loss) from sales of assets other than inventory ............			18	-206,158
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		802,521	0

13Total. Add line 12, columns (b), (d), and (e)..................

802,521

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Form 990PF Part XV Line 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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AVERETT UNIVERSITY420 WEST MAIN STREET DANVILLE,VA24541	N/A	EDUCATIONAL	$200,000 FACILITY IMPROVEMENTS/UPGRADES; $100,000 UNRESTRICTED SUPPORT	300,000
HARGRAVE MILITARY ACADEMY200 MILITARY DRIVE CHATHAM,VA24531	N/A	EDUCATIONAL	$750,000 COMPREHENSIVE CAMPAIGN (3RD YEAR OF A 5 YEAR PLEDGE); $75,000 UNRESTRICTED SUPPORT	825,000
LIONS CLUB FOUNDATION100 COOPER COURT DANVILLE,VA24540	N/A	PUBLIC	$150,000 DANVILLE PARKS & RECREATION RIVERFRONT PARK; $12,500 BOYS & GIRLS CLUB PROGRAM MATERIALS AND COVID SUPPLIES; $25,000 HEAD START PLAYGROUND EQUIPMENT; $10,000 UNRESTRICTED	197,500
KIWANIS FOUNDATION199 BRANDON COURT DANVILLE,VA24541	N/A	PUBLIC	$70,000 DANVILLE SCIENCE CENTER REIMAGINING CAMPAIGN; $75,000 PITTSYLVANIA HISTORICAL SOCIETY, INC. MUSEUM ESTABLISHMENT; $22,000 DANVILLE SPEECH AND HEARING CENTER BUILDING AND GROUNDS RENOVATION; $20,000 UNRESTRICTED SUPPORT	187,000
UNIVERSITY OF VIRGINIAPO BOX 400226 CHARLOTTESVILLE,VA22904	N/A	EDUCATIONAL	$135,000 COLLEGE ADVISING CORPS; $45,000 SORENSEN INSTITUTE; $45,000 UNDESIGNATED	225,000
THE HATCHER CENTER (THE ARC)7180 HIGHWAY 29 BLAIRS,VA24527	N/A	PUBLIC	$40,000 12 PASSENGER VAN FOR DAY PROGRAM; $13,000 RIVER DISTRICT ARTISANS COMPUTERIZED SYSTEM; $10,000 UNRESTRICTED SUPPORT	63,000
VIRGINIA MILITARY INSTITUTE201 SMITH HALL LEXINGTON,VA24450	N/A	EDUCATIONAL	$175,000 SCHOLARSHIPS FOR LOCAL CADETS; $30,000 UNRESTRICTED SUPPORT	205,000
DANVILLE AREA HUMANE SOCIETY1000 SOUTH BOSTON ROAD DANVILLE,VA24540	N/A	PUBLIC	$50,000 SPAY/NEUTER PROGRAM; $50,000 SHELTER RENOVATIONS (4TH YEAR OF 5 YEAR PLEDGE); $10,000 UNRESTRICTED	185,000
RED HILL SHRINE1250 RED HILL ROAD BROOKNEAL,VA24528	N/A	PUBLIC	$75,000 RED HILL ON THE ROAD; $10,000 UNRESTRICTED SUPPORT	10,000
Total ............................... 3a				2,197,500
bApproved for future payment
AVERETT UNIVERSITY420 WEST MAIN STREET DANVILLE,VA24541	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	100,000
HARGRAVE MILITARY ACADEMY200 MILITARY DRIVE CHATHAM,VA24531	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	75,000
LIONS CLUB FOUNDATION100 COOPER COURT DANVILLE,VA24540	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
KIWANIS FOUNDATION199 BRANDON COURT DANVILLE,VA24541	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
UNIVERSITY OF VIRGINIAPO BOX 400226 CHARLOTTESVILLE,VA22904	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	45,000
THE HATCHER CENTER (THE ARC)7180 HIGHWAY 29 BLAIRS,VA24527	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
VIRGINIA MILITARY INSTITUTE201 SMITH HALL LEXINGTON,VA24540	N/A	EDUCATIONAL	UNRESTRICTED SUPPORT	30,000
DANVILLE AREA HUMANE SOCIETY1000 SOUTH BOSTON ROAD DANVILLE,VA24540	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
RED HILL SHRINE1250 RED HILL ROAD BROOKNEAL,VA24528	N/A	PUBLIC	UNRESTRICTED SUPPORT	10,000
Total ................................ 3b				300,000

- TIN:

TY 2020 AccountingFeesSchedule

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
HARRIS, HARVEY, NEAL & CO., LLP FOR PREPARATION OF FORM 990-PF	3,950	0		3,950

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Name of Bond	End of Year Book Value	End of Year Fair Market Value
VARIOUS CORPORATE BONDS	1,117,826	1,180,821

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Name of Stock	End of Year Book Value	End of Year Fair Market Value
VARIOUS EQUITY SECURITIES	13,477,573	19,995,901
MUTUAL FUNDS - EQUITY	6,366,791	10,114,535

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

US Government Securities - End of Year Book Value:

2,594,714

US Government Securities - End of Year Fair Market Value:

2,618,789

State & Local Government Securities - End of Year Book Value:

7,891,285

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

8,123,099

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
CERTIFICATE OF DEPOSIT	AT COST	101,676	108,301
OTHER	AT COST	1,396	0

- TIN:

TY 2020 OtherExpensesSchedule

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
COMMISSIONER OF ACCOUNTS FEE	8,302	4,151	4,151
ADR AND INVESTMENT FEES	445	445	0
TAX SERVICE FEE	125	125	0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CLASS ACTION SETTLEMENT	123	123	123

- TIN:

TY 2020 TaxesSchedule

Name:

E STUART JAMES GRANT CHARITABLE TRUST

EIN:

54-6315085

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	21,321	21,321		0