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
LESLIE AND LORETTA COPELAND FOUNDATION TR
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

36-7278445
B Telephone number (see instructions)

(800) 496-2583
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$12,759,835J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 227,362 227,362  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 608,874
b Gross sales price for all assets on line 6a 4,189,103
7 Capital gain net income (from Part IV, line 2)... 608,874
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 836,236 836,236  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 122,979 61,766   61,214
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,370 6,016   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,364 67,782 0 61,229
25 Contributions, gifts, grants paid....... 510,000 510,000
26 Total expenses and disbursements. Add lines 24 and 25 648,364 67,782 0 571,229
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 187,872
b Net investment income (if negative, enter -0-) 768,454
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 511 12,196 12,196
2 Savings and temporary cash investments......... 310,659 236,393 236,393
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,737,538 Click to see attachment6,629,429 9,533,932
c Investments—corporate bonds (attach schedule)....... 1,213,486 Click to see attachment1,567,507 1,651,729
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 949,812 Click to see attachment958,848 1,325,585
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,212,006 9,404,373 12,759,835
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,212,006 9,404,373
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,212,006 9,404,373
30 Total liabilities and net assets/fund balances (see instructions). 9,212,006 9,404,373
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
9,212,006
2
Enter amount from Part I, line 27a .....................
2
187,872
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
17,029
4
Add lines 1, 2, and 3 ..........................
4
9,416,907
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,534
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,404,373
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 12. CORTEVA INC   2017-03-20 2020-01-13
b 10. CORTEVA INC   2017-02-22 2020-01-13
c 11. CORTEVA INC   2017-02-22 2020-01-14
d 2.655 CORTEVA INC   2017-02-22 2020-01-14
e 9.345 CORTEVA INC   2019-04-08 2020-01-14
4. CORTEVA INC   2019-04-08 2020-01-14
3. CORTEVA INC   2019-06-27 2020-01-14
1. CORTEVA INC   2019-06-27 2020-01-14
14. CORTEVA INC   2019-06-27 2020-01-15
17. CORTEVA INC   2019-06-27 2020-01-15
7. CORTEVA INC   2019-06-28 2020-01-15
1. CORTEVA INC   2019-06-28 2020-01-15
8.532 CORTEVA INC   2019-06-28 2020-01-15
.468 CORTEVA INC   2015-06-18 2020-01-15
10. CORTEVA INC   2015-06-18 2020-01-15
1. CORTEVA INC   2016-08-10 2020-01-15
4. CORTEVA INC   2015-07-15 2020-01-16
4. CORTEVA INC   2015-07-15 2020-01-16
1. CORTEVA INC   2015-07-15 2020-01-16
666.071 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-06-17 2020-01-21
34. QUALCOMM INC   2019-05-01 2020-01-23
1. QUALCOMM INC   2019-05-01 2020-01-23
17. EOG RESOURCES INC   2016-08-05 2020-01-28
3. EOG RESOURCES INC   2016-08-05 2020-01-28
1. EOG RESOURCES INC   2016-08-05 2020-01-29
2. EOG RESOURCES INC   2016-08-05 2020-01-29
1. EOG RESOURCES INC   2016-08-05 2020-01-29
13. EOG RESOURCES INC   2016-05-02 2020-01-29
13. EOG RESOURCES INC   2016-05-02 2020-01-29
12. EOG RESOURCES INC   2016-05-20 2020-01-29
17. EOG RESOURCES INC   2016-03-07 2020-01-30
4. EOG RESOURCES INC   2016-03-07 2020-01-30
2721. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-12 2020-02-13
1245. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-12 2020-02-13
3526.54 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-06-17 2020-02-13
3134.735 MFS INTL INTRINSIC VALUE-R6   2011-10-04 2020-02-13
732. SPDR TR UNIT SER 1   2016-08-11 2020-02-13
11. ELECTRONIC ARTS   2018-09-20 2020-02-25
16. ELECTRONIC ARTS   2018-09-20 2020-02-25
4. ACCENTURE PLC   2014-01-15 2020-02-25
18. ACCENTURE PLC   2014-01-15 2020-02-26
45. DISNEY WALT CO   2016-10-07 2020-03-04
103. WELLS FARGO & CO NEW   2009-12-15 2020-03-04
4802. ISHARES CORE MSCI EAFE ETF   2017-06-28 2020-03-09
3. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
1. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
1. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
2. DUPONT DE NEMOURS INC-W/D   2017-03-20 2020-03-11
12.877 DUPONT DE NEMOURS INC-W/D   2019-04-08 2020-03-11
54.123 DUPONT DE NEMOURS INC-W/D   2015-06-18 2020-03-11
5. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-12
3. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-12
8. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-13
1987. ISHARES MISCI EAFE INDEX FUND   2014-10-20 2020-03-17
996. JPMORGAN BETABUILDERS EUROPE ETF   2020-02-13 2020-03-17
2971. JPMORGAN BETABUILDERS EUROPE ETF   2020-02-13 2020-03-17
393. SPDR TR UNIT SER 1   2015-02-20 2020-03-17
11124.488 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-04-12 2020-03-30
26. UNITED TECHNOLOGIES CORP   2017-12-05 2020-03-31
28. COMCAST CORP NEW CL A   2019-05-14 2020-04-16
34. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
15. COMCAST CORP NEW CL A   2019-05-14 2020-04-16
1. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
32. COMCAST CORP NEW CL A   2019-01-29 2020-04-16
5. COMCAST CORP NEW CL A   2019-01-29 2020-04-16
7. ROSS STORES INC   2018-12-11 2020-04-16
8. ROSS STORES INC   2018-12-11 2020-04-16
9. ROSS STORES INC   2018-12-11 2020-04-16
28. ROSS STORES INC   2018-12-11 2020-04-16
141. MARATHON PETROLEUM CORPORATION   2018-03-09 2020-04-27
18. ADOBE SYS INC   2012-08-03 2020-05-04
3. ADOBE SYS INC   2012-08-03 2020-05-04
202. ISHARES TR 20+ TREAS INDEX FD   2019-09-20 2020-05-06
1050. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-15 2020-05-06
3521.068 VANGUARD TOT BD MKT IDX-ADM   2020-01-03 2020-05-06
2560.553 VANGUARD TTL INTL BND-ADM   2019-09-24 2020-05-06
572.618 VANGUARD TTL INTL BND-ADM   2019-02-11 2020-05-06
888. ISHARES MISCI EAFE INDEX FUND   2014-10-20 2020-06-08
1141. SPDR TR UNIT SER 1   2014-12-02 2020-06-08
47. BERKSHIRE HATHAWAY INC DEL CL B   2017-04-20 2020-06-24
89. KEYCORP NEW   2018-10-08 2020-06-30
10. KEYCORP NEW   2018-10-19 2020-06-30
67. PFIZER INC   2015-03-31 2020-06-30
23. KEYCORP NEW   2016-04-18 2020-07-01
7. KEYCORP NEW   2016-04-14 2020-07-01
40. KEYCORP NEW   2016-03-02 2020-07-01
18. KEYCORP NEW   2016-03-01 2020-07-01
1. KEYCORP NEW   2016-03-01 2020-07-01
16. KEYCORP NEW   2016-03-01 2020-07-01
34. KEYCORP NEW   2016-03-01 2020-07-02
1. KEYCORP NEW   2016-03-01 2020-07-02
35. KEYCORP NEW   2016-02-29 2020-07-02
2. KEYCORP NEW   2016-02-29 2020-07-02
195. PFIZER INC   2015-04-02 2020-07-10
9. PFIZER INC   2016-11-09 2020-07-10
23. GENERAL DYNAMICS CORP   2016-08-15 2020-08-04
7. GENERAL DYNAMICS CORP   2016-08-11 2020-08-04
3. GENERAL DYNAMICS CORP   2016-08-10 2020-08-04
25. PHILIP MORRIS INTERNATIONAL   2017-04-24 2020-08-04
10. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-08-04
2. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-08-04
125. SPDR TR UNIT SER 1   2015-02-11 2020-08-10
8051.604 VANGUARD TOT BD MKT IDX-ADM   2020-01-03 2020-08-10
10314.673 VANGUARD TTL INTL BND-ADM   2019-02-11 2020-08-11
2140.397 VANGUARD TOT BD MKT IDX-ADM   2020-01-03 2020-09-17
21914.118 VANGUARD TOT BD MKT IDX-ADM   2018-08-28 2020-09-17
2357.679 VANGUARD TTL INTL BND-ADM   2019-02-11 2020-09-17
33. AUTOMATIC DATA PROCESSING INC   2018-10-19 2020-09-30
6. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
3. AUTOMATIC DATA PROCESSING INC   2018-10-19 2020-09-30
1. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
3. AUTOMATIC DATA PROCESSING INC   2018-10-23 2020-09-30
5. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
16. INTERCONTINENTALEXCHANGE GROUP, INC   2017-01-31 2020-09-30
6. INTERCONTINENTALEXCHANGE GROUP, INC   2017-01-31 2020-09-30
9. INTERCONTINENTALEXCHANGE GROUP, INC   2017-01-30 2020-09-30
4. ALLEGION PLC   2015-11-20 2020-09-30
4. ALLEGION PLC   2015-11-02 2020-09-30
6. ALLEGION PLC   2015-11-19 2020-09-30
4. ALLEGION PLC   2015-11-18 2020-10-01
6. ALLEGION PLC   2015-11-02 2020-10-01
2. ALLEGION PLC   2015-10-30 2020-10-01
1. ALLEGION PLC   2015-11-04 2020-10-01
1. ALLEGION PLC   2015-11-04 2020-10-01
13. ALLEGION PLC   2015-10-26 2020-10-02
38. DIAMONDBACK ENERGY INC   2017-05-15 2020-10-05
16. DIAMONDBACK ENERGY INC   2020-01-28 2020-10-05
10. DIAMONDBACK ENERGY INC   2020-01-28 2020-10-06
4. DIAMONDBACK ENERGY INC   2020-01-28 2020-10-06
8. DIAMONDBACK ENERGY INC   2020-01-28 2020-10-06
42. APPLE COMPUTER INC   2009-10-13 2020-10-13
1062.142 FIDELITY INTL INDX-INST PRM   2018-01-02 2020-10-23
4915. JPMORGAN BETABUILDERS EUROPE ETF   2020-02-13 2020-10-23
4121.228 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL   2020-05-06 2020-10-23
6799.255 PGIM HIGH YIELD-Q   2020-05-06 2020-10-23
1132. SPDR TR UNIT SER 1   2014-08-29 2020-10-23
5419.885 VANGUARD TTL INTL BND-ADM   2017-04-10 2020-10-23
14. PAYPAL HOLDINGS INC   2020-03-04 2020-11-02
37. VISA INC CLASS A SHARES   2015-10-19 2020-11-02
3. VISA INC CLASS A SHARES   2015-12-11 2020-11-02
10. SALESFORCE.COM INC   2020-05-04 2020-11-03
1. SALESFORCE.COM INC   2020-05-04 2020-11-03
2. SALESFORCE.COM INC   2020-05-04 2020-11-03
3. SALESFORCE.COM INC   2018-10-08 2020-11-03
2. SALESFORCE.COM INC   2018-10-08 2020-11-03
2. SALESFORCE.COM INC   2018-10-08 2020-11-04
2. SALESFORCE.COM INC   2018-10-08 2020-11-04
11611.035 SIX CIRCLES ULTR SHRT DUR   2018-10-19 2020-11-05
8. BROADCOM INC   2013-04-25 2020-11-06
1. BROADCOM INC   2013-04-25 2020-11-06
11. BROADCOM INC   2013-04-25 2020-11-06
19. BROADCOM INC   2013-05-16 2020-11-09
29719.524 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL   2020-05-06 2020-11-09
18. HOME DEPOT INC   2011-09-29 2020-11-24
4. PROCTER & GAMBLE CO   2019-06-05 2020-11-24
11. PROCTER & GAMBLE CO   2020-08-04 2020-11-24
25. ELECTRONIC ARTS   2018-11-27 2020-12-03
13. ELECTRONIC ARTS   2018-11-27 2020-12-04
277. ISHARES MISCI EAFE INDEX FUND   2014-10-20 2020-12-14
4845. JPMORGAN BETABUILDERS EUROPE ETF   2020-02-13 2020-12-14
5. CHARTER COMMUNICATIONS INC-A   2020-04-16 2020-12-15
19. SALESFORCE.COM INC   2018-10-08 2020-12-15
15. NVIDIA CORP   2018-06-12 2020-12-17
1. JPM ACCESS MULTI-STRATEGY FUND II RIC ENDOWMENTS & FOUNDATIONS & OT   2018-01-01 2020-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 340   400 -60
b 285   331 -46
c 315   360 -45
d 76   87 -11
e 268   279 -11
115   119 -4
86   89 -3
28   30 -2
402   416 -14
487   504 -17
201   207 -6
29   30 -1
245   252 -7
13   13  
285   279 6
29   28 1
115   110 5
115   109 6
29   27 2
14,567   10,604 3,963
3,124   2,941 183
92   87 5
1,310   1,539 -229
231   271 -40
77   90 -13
154   181 -27
77   90 -13
981   1,105 -124
997   1,074 -77
908   974 -66
1,264   1,270 -6
300   289 11
66,200   64,265 1,935
30,336   29,394 942
77,866   56,143 21,723
145,420   72,071 73,349
246,713   168,829 77,884
1,166   1,253 -87
1,687   1,791 -104
791   333 458
3,558   1,433 2,125
5,319   4,243 1,076
4,195   2,580 1,615
258,572   293,736 -35,164
251   404 -153
84   135 -51
84   135 -51
73   191 -118
476   1,102 -626
2,001   4,805 -2,804
396   673 -277
230   404 -174
638   1,077 -439
97,372   124,205 -26,833
17,390   25,518 -8,128
51,075   76,117 -25,042
97,864   83,270 14,594
189,673   174,018 15,655
2,458   3,172 -714
1,043   1,204 -161
1,265   1,354 -89
558   645 -87
38   40 -2
1,192   1,264 -72
187   181 6
614   564 50
701   645 56
789   726 63
2,449   2,236 213
3,699   9,955 -6,256
6,273   575 5,698
1,046   96 950
33,007   28,663 4,344
127,241   109,677 17,564
40,351   39,154 1,197
58,432   59,156 -724
13,067   12,563 504
57,397   54,137 3,260
368,749   237,651 131,098
8,362   8,742 -380
1,083   1,715 -632
122   179 -57
2,169   2,596 -427
276   322 -46
85   82 3
467   449 18
209   198 11
12   11 1
187   174 13
412   363 49
12   11 1
410   372 38
24   21 3
6,575   6,601 -26
303   290 13
3,386   3,881 -495
1,032   1,064 -32
441   453 -12
1,923   2,297 -374
774   890 -116
154   177 -23
41,944   25,822 16,122
94,687   91,298 3,389
239,713   226,304 13,409
24,957   23,801 1,156
255,519   227,866 27,653
54,816   51,727 3,089
4,585   4,940 -355
834   858 -24
417   430 -13
139   143 -4
418   425 -7
697   715 -18
1,600   934 666
596   349 247
898   521 377
396   267 129
395   266 129
596   398 198
403   263 140
594   393 201
197   131 66
101   65 36
100   65 35
1,280   835 445
1,173   3,947 -2,774
494   1,270 -776
319   793 -474
124   317 -193
256   633 -377
5,176   286 4,890
43,335   46,374 -3,039
114,312   125,876 -11,564
36,308   34,657 1,651
36,308   33,316 2,992
390,814   232,491 158,323
126,283   118,293 7,990
2,604   1,699 905
6,850   2,843 4,007
557   229 328
2,374   1,607 767
237   161 76
477   321 156
715   454 261
474   303 171
500   303 197
491   303 188
116,575   116,226 349
3,050   316 2,734
383   40 343
4,187   423 3,764
7,354   649 6,705
266,584   244,294 22,290
4,918   608 4,310
553   427 126
1,521   1,468 53
3,211   2,140 1,071
1,660   1,100 560
19,812   16,352 3,460
124,974   114,645 10,329
3,239   2,531 708
4,172   2,874 1,298
7,993   3,987 4,006
9,037   1 9,036
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
      37,868
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       -60
b       -46
c       -45
d       -11
e       -11
      -4
      -3
      -2
      -14
      -17
      -6
      -1
      -7
       
      6
      1
      5
      6
      2
      3,963
      183
      5
      -229
      -40
      -13
      -27
      -13
      -124
      -77
      -66
      -6
      11
      1,935
      942
      21,723
      73,349
      77,884
      -87
      -104
      458
      2,125
      1,076
      1,615
      -35,164
      -153
      -51
      -51
      -118
      -626
      -2,804
      -277
      -174
      -439
      -26,833
      -8,128
      -25,042
      14,594
      15,655
      -714
      -161
      -89
      -87
      -2
      -72
      6
      50
      56
      63
      213
      -6,256
      5,698
      950
      4,344
      17,564
      1,197
      -724
      504
      3,260
      131,098
      -380
      -632
      -57
      -427
      -46
      3
      18
      11
      1
      13
      49
      1
      38
      3
      -26
      13
      -495
      -32
      -12
      -374
      -116
      -23
      16,122
      3,389
      13,409
      1,156
      27,653
      3,089
      -355
      -24
      -13
      -4
      -7
      -18
      666
      247
      377
      129
      129
      198
      140
      201
      66
      36
      35
      445
      -2,774
      -776
      -474
      -193
      -377
      4,890
      -3,039
      -11,564
      1,651
      2,992
      158,323
      7,990
      905
      4,007
      328
      767
      76
      156
      261
      171
      197
      188
      349
      2,734
      343
      3,764
      6,705
      22,290
      4,310
      126
      53
      1,071
      560
      3,460
      10,329
      708
      1,298
      4,006
      9,036
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 608,874
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 10,682
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 10,682
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 10,682
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,908
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,908
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,774
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    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
    Yes
     
    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 addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		122,979    
    10 S DEARBORN ST MC IL 1-0111
    CHICAGO,IL60603
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,365,545
    b
    Average of monthly cash balances.......................
    1b
    193,517
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,559,062
    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
    11,559,062
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    173,386
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,385,676
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    569,284
    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
    569,284
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,682
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,682
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    558,602
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    429
    5
    Add lines 3 and 4............................
    5
    559,031
    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
    559,031
    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
    571,229
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    571,229
    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
    571,229
    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 7 559,031
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 506,859
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 571,229
    a Applied to 2019, but not more than line 2a 506,859
    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..... 64,370
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		494,661
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    THE CHICAGO COMMUNITY FOUNDATION
    225 N MICHIGAN AVENUE 2200
    CHICAGO,IL60601     		NONE PC GENERAL 20,000
    Garrett Evangelical Theological Sem
    2121 SHERIDAN ROAD
    Evanston,IL60201     		NONE PC GENERAL 20,000
    McGaw YMCA
    1000 GROVE ST
    Evanston,IL60201     		NONE PC GENERAL 20,000
    Habitat for Humanity
    Lake County IL INc
    315 N MARTIN LUTHER KING JR AVE
    Waukegan,IL60085     		NONE PC GENERAL 10,000
    University Of Miami
    33125 1320 S DIXIE HWY
    Coral Gables,FL33146     		NONE PC GENERAL 35,000
    Berea College
    LINCOLN HALL 220
    Berea,KY40404     		NONE PC GENERAL 75,000
    St Judes Childrens Research Hospital
    501 ST JUDE PLACE
    Memphis,TN38106     		NONE PC GENERAL 20,000
    ART ENCOUNTER
    5720 S ARVILLE ST 119
    Las Vegas,NV89118     		NONE PC GENERAL 10,000
    BOYS HOPE GIRLS HOPE
    1100 LARAMIE AVE
    Wilmette,IL60091     		NONE PC GENERAL 20,000
    DANIEL MURPHY SCHOLARSHIP FUND
    309 WEST WASHINGTON
    Suite,IL60606     		NONE PC GENERAL 10,000
    EVANS SCHOLARS FOUNDATION
    ONE BRIAR ROAD
    Golf,IL600290301     		NONE PC GENERAL 25,000
    URGENT INC
    1000 NW 1ST AVE 100
    Miami,FL33136     		NONE PC GENERAL 20,000
    EAST RIDGE RETIREMENT VILLAGE
    19301 SW 87 AVENUE
    CUTLER BAY,FL33157     		NONE PC GENERAL 20,000
    SOUTH FLORIDA PBS INC
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		NONE PC GENERAL 50,000
    MARILLAC ST VINCENT FAMILY
    SERVICES INC
    PO BOX 14699
    Chicago,IL60614     		NONE PC GENERAL 20,000
    MISERICORIDA HOME
    6300 NORTH RIDGE
    Chicago,IL60660     		NONE PC GENERAL 20,000
    NORTH LAWNDALE COLLEGE
    1615 S CHRISTIANIA AVE
    CHICAGO,IL60623     		NONE PC GENERAL 20,000
    ST JOSEPH'S CHURCH
    4821 S HERMITAGE AVE
    Chicago,IL60609     		NONE PC GENERAL 20,000
    ST STEPHEN'S EPISCOPAL CHURCH
    7035 THREE CHOP RD/OUTSIDE
    Richmond,VA23226     		NONE PC GENERAL 75,000
    Total .................................bullet 3a 510,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 227,362  
    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 ............     		    18 608,874  
    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)..   836,236  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    836,236
    (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 InvestmentsCorpBondsSchedule
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Name of Bond End of Year Book Value End of Year Fair Market Value
    92203J308 VANGUARD TTL INTL BN 109,275 117,785
    921937603 VANGUARD TOT BD MKT 95,350 107,466
    83002G108 SIX CIRCLES ULTRA SH    
    464287432 ISHARES 20+ YEAR TRE 229,509 234,229
    464287440 ISHARES 7-10 YEAR TR    
    74440Y884 PGIM HIGH YIELD-Q 371,531 428,422
    83002G702 SIX CIRCLES GLOBAL B 465,070 464,615
    83002G884 SIX CIRCLES CREDIT O 179,506 181,090
    92206C870 VANGUARD INT-TERM CO 117,266 118,122

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Name of Stock End of Year Book Value End of Year Fair Market Value
    101137107 BOSTON SCIENTIFIC CO 4,320 7,118
    110122108 BRISTOL-MYERS SQUIBB 8,094 8,870
    172967424 CITIGROUP INC 7,490 10,174
    254687106 WALT DISNEY CO/THE    
    369550108 GENERAL DYNAMICS COR    
    437076102 HOME DEPOT INC 980 7,703
    438516106 HONEYWELL INTERNATIO 3,682 16,378
    464287465 ISHARES MSCI EAFE ET 413,593 551,505
    493267108 KEYCORP    
    532457108 ELI LILLY & CO 7,656 13,845
    548661107 LOWE'S COS INC 2,893 12,038
    594918104 MICROSOFT CORP 7,968 55,383
    609207105 MONDELEZ INTERNATION 3,993 7,718
    617446448 MORGAN STANLEY 5,993 15,419
    666807102 NORTHROP GRUMMAN COR 12,812 13,712
    713448108 PEPSICO INC 7,127 10,826
    717081103 PFIZER INC    
    723787107 PIONEER NATURAL RESO 7,416 7,061
    742718109 PROCTER & GAMBLE CO/ 6,084 7,931
    854502101 STANLEY BLACK & DECK 5,734 9,285
    882508104 TEXAS INSTRUMENTS IN 8,474 17,726
    907818108 UNION PACIFIC CORP 6,125 11,869
    949746101 WELLS FARGO & CO 5,818 5,915
    988498101 YUM] BRANDS INC 8,028 9,662
    00724F101 ADOBE INC.    
    02079K107 ALPHABET INC-CL C 9,345 29,782
    02079K305 ALPHABET INC-CL A 3,324 12,268
    09062X103 BIOGEN INC 2,679 2,204
    16119P108 CHARTER COMMUNICATIO 7,283 16,539
    20030N101 COMCAST CORP-CLASS A 3,051 8,279
    26875P101 EOG RESOURCES INC    
    30303M102 FACEBOOK INC-CLASS A 7,765 16,116
    31620M106 FIDELITY NATIONAL IN 4,738 8,912
    57636Q104 MASTERCARD INC - A 1,301 19,275
    58933Y105 MERCK & CO. INC. 7,653 9,080
    65339F101 NEXTERA ENERGY INC 10,611 16,973
    67103H107 O'REILLY AUTOMOTIVE 5,633 8,146
    78462F103 SPDR S&P 500 ETF TRU 1,122,309 2,435,454
    91324P102 UNITEDHEALTH GROUP I 4,220 23,846
    92532F100 VERTEX PHARMACEUTICA 928 4,727
    92826C839 VISA INC-CLASS A SHA    
    94106B101 WASTE CONNECTIONS IN 2,422 4,923
    96208T104 WEX INC 5,250 9,159
    G0176J109 ALLEGION PLC    
    G1151C101 ACCENTURE PLC-CL A    
    H1467J104 CHUBB LTD 3,438 8,004
    023135106 AMAZON.COM INC 12,217 52,111
    032654105 ANALOG DEVICES INC 11,647 12,557
    037833100 APPLE INC 2,601 50,688
    060505104 BANK OF AMERICA CORP 3,691 9,730
    084670702 BERKSHIRE HATHAWAY I    
    25278X109 DIAMONDBACK ENERGY I    
    45866F104 INTERCONTINENTAL EXC    
    46432F842 ISHARES CORE MSCI EA    
    48129C207 JPM GL RES ENH IDX F    
    552746349 MFS INTL INTRINSIC V    
    655844108 NORFOLK SOUTHERN COR 9,067 14,494
    67066G104 NVIDIA CORP 3,290 8,877
    718172109 PHILIP MORRIS INTERN    
    913017109 UNITED TECHNOLOGIES    
    98956P102 ZIMMER BIOMET HOLDIN 9,673 13,098
    025816109 AMERICAN EXPRESS CO 9,919 10,398
    053015103 AUTOMATIC DATA PROCE    
    191216100 COCA-COLA CO/THE 6,375 7,732
    285512109 ELECTRONIC ARTS INC    
    315911727 FIDELITY INTL INDX-I 385,930 413,953
    315911750 FIDELITY 500 INDEX-I 1,532,547 2,064,494
    778296103 ROSS STORES INC    
    11135F101 BROADCOM INC    
    46641Q696 JPMORGAN BETABUILDER 355,055 395,340
    46641Q712 JPMORGAN BETABUILDER 349,956 410,648
    56585A102 MARATHON PETROLEUM C    
    64110L106 NETFLIX INC 5,886 8,652
    70450Y103 PAYPAL HOLDINGS INC 10,354 25,294
    79466L302 SALESFORCE.COM INC 4,649 8,011
    83002G306 SIX CIRCLES US UNCON 906,154 1,192,112
    83002G405 SIX CIRCLES INTL UNC 678,395 714,786
    G5494J103 LINDE PLC 12,462 18,973
    G5960L103 MEDTRONIC PLC    
    00287Y109 ABBVIE INC 9,976 13,715
    015351109 ALEXION PHARMACEUTIC    
    22052L104 CORTEVA INC    
    26614N102 DUPONT DE NEMOURS IN    
    337738108 FISERV INC 11,853 15,030
    46641Q688 JPM BTABLDRS DEV ASI 113,011 126,235
    580135101 MCDONALD'S CORP 4,626 4,935
    747525103 QUALCOMM INC    
    N6596X109 NXP SEMICONDUCTORS N 12,096 16,855
    007903107 ADVANCED MICRO DEVIC 7,196 7,704
    031100100 AMETEK INC 5,501 6,652
    09857L108 BOOKING HOLDINGS INC 10,162 13,364
    461202103 INTUIT INC 6,460 8,737
    46434G103 ISHARES CORE MSCI EM 235,107 263,608
    46641Q720 JPMORGAN BETABUILDER 123,281 137,966
    512807108 LAM RESEARCH CORP 8,563 9,918
    518439104 ESTEE LAUDER COMPANI 3,888 4,259
    693506107 PPG INDUSTRIES INC 7,461 7,932
    75513E101 RAYTHEON TECHNOLOGIE 8,284 8,009
    883556102 THERMO FISHER SCIENT 10,280 13,973
    N07059210 ASML HOLDING NV-NY R 5,586 9,267

    TY 2020 InvestmentsOtherSchedule2
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HFGAPBWF1 JPM ACCESS MULTI-STR AT COST 322,586 320,212
    HEBLAAAK6 BLACKSTONE PARTNERS AT COST 636,262 1,005,373

    TY 2020 OtherDecreasesSchedule
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 12,534


    TY 2020 OtherExpensesSchedule
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FEE 15 0   15


    TY 2020 OtherIncreasesSchedule
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Description Amount
    2019 TRANSACTIONS POSTED IN 2020 16,529
    RECOVERY OF CHARITABLE DISTRIBUTIONS 429
    RETURN OF CAPITAL ADJUSTMENT 59
    ROUNDING 12


    TY 2020 TaxesSchedule
    Name:
    LESLIE AND LORETTA COPELAND FOUNDATION TR
    EIN:
    36-7278445
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 29 29   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,446 0   0
    FEDERAL ESTIMATES - INCOME 6,908 0   0
    FOREIGN TAXES ON QUALIFIED FOR 5,544 5,544   0
    FOREIGN TAXES ON NONQUALIFIED 443 443   0