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.
bullet

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
ELIZABETH COXE IRREVOCABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - MC 100-01-02-50
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907

A Employer identification number

23-6215695

B Telephone number (see instructions)

(844) 382-3122

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

$412,087J 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	(c) Adjusted net 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
4	Dividends and interest from securities...	5,448		5,448
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		42,072
b	Gross sales price for all assets on line 6a 398,301
7	Capital gain net income (from Part IV, line 2)...			42,072
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........	47,520		47,520
13	Compensation of officers, directors, trustees, etc.	1,001		500		501
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).......		125	0	0	125
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		126	99		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,252		599	0	626
25	Contributions, gifts, grants paid.......	16,047				16,047
26	Total expenses and disbursements. Add lines 24 and 25	17,299		599	0	16,673
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	30,221
b	Net investment income (if negative, enter -0-)			46,921
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	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.............	1,417
	2	Savings and temporary cash investments.........	19,490	11,210	11,210
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	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).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	312,620	352,229	400,877
	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)	333,527	363,439	412,087
	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
		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........	333,527	363,439
	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).....	333,527	363,439
	30	Total liabilities and net assets/fund balances (see instructions).	333,527	363,439

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

333,527

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

30,221

Other increases not included in line 2 (itemize) bullet

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

363,748

Decreases not included in line 2 (itemize) bullet

309

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

363,439

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	229.639 OAKMARK INTERNATIONAL-INST		2018-01-04	2020-03-17
b	660.008 LAZARD GLOBAL LISTED INFRASTRUCTURE PORT		2018-07-26	2020-03-17
c	107.548 AMERICAN CENTURY DIVERSIFIED BOND FUND #		2014-12-09	2020-06-19
d	2.827 CONESTOGA SMALL CAP-INST		2014-12-09	2020-06-19
e	672.139 DFA GLOBAL REAL ESTATE SEC PORT		2019-06-27	2020-06-19
	923.797 HARBOR CAPITAL APPRECIATON CL R		2016-03-17	2020-06-19
	494.011 OAKMARK INTERNATIONAL-INST		2018-01-04	2020-06-19
	374.499 HARTFORD MIDCAP FUND-R6		2017-03-09	2020-06-19
	88.766 MFS INTERNATIONAL GROWTH FD-I		2019-11-08	2020-06-19
	1642.919 MFS VALUE FUND-R6		2016-03-17	2020-06-19
	102.291 METROPOLITAN WEST T/R BD-PLN		2014-12-09	2020-06-19
	5.881 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA		2015-01-21	2020-06-19
	11.189 T ROWE PRICE MID-CAP VALUE FUND		2019-06-27	2020-06-19
	492.445 T ROWE PRICE MID-CAP VALUE FUND		2014-12-09	2020-06-19
	6.572 CONESTOGA SMALL CAP-INST		2014-12-09	2020-08-05
	77.546 DFA COMMODITY STRATEGY PORT		2018-07-26	2020-08-05
	23.675 HARDING LOEVNER INTERNATIONAL EQUITY INS		2020-06-19	2020-08-05
	54.296 JPMORGAN US EQUITY FUND INSTL CL		2020-06-19	2020-08-05
	16.284 MFS INTERNATIONAL GROWTH FD-I		2019-11-08	2020-08-05
	6.198 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA		2015-01-21	2020-08-05
	4. VANGUARD DIVIDEND APPRECIATION INDEX FUN		2020-03-17	2020-08-05
	5.634 VANGUARD RUSSELL 1000 GROWTH INDEX FUND		2020-06-19	2020-08-05
	53.3 AMERICAN CENTURY DIVERSIFIED BOND FUND #		2019-11-08	2020-09-01
	88.443 AMERICAN CENTURY DIVERSIFIED BOND FUND #		2020-08-05	2020-09-01
	3760.809 AMERICAN CENTURY DIVERSIFIED BOND FUND #		2014-12-09	2020-09-01
	8.168 DFA COMMODITY STRATEGY PORT		2018-07-26	2020-09-01
	63.525 JPMORGAN US EQUITY FUND INSTL CL		2020-06-19	2020-09-01
	42.792 METROPOLITAN WEST T/R BD-PLN		2019-11-08	2020-09-01
	92.952 METROPOLITAN WEST T/R BD-PLN		2020-08-05	2020-09-01
	3996.713 METROPOLITAN WEST T/R BD-PLN		2014-12-09	2020-09-01
	1.901 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA		2015-01-21	2020-09-01
	6. VANGUARD DIVIDEND APPRECIATION INDEX FUN		2020-03-17	2020-09-01
	5.032 VANGUARD RUSSELL 1000 GROWTH INDEX FUND		2020-06-19	2020-09-01
	318.213 DFA COMMODITY STRATEGY PORT		2020-06-19	2020-09-18
	1236.542 DFA COMMODITY STRATEGY PORT		2018-07-26	2020-09-18
	11.284 DODGE & COX INCOME FUND		2020-09-01	2020-09-18
	18.525 DOUBLELINE TOTAL RETURN BOND FUND		2020-09-01	2020-09-18
	2.292 EATON VANCE -ATLANTA SMID-R6		2020-06-19	2020-09-18
	18.172 HARDING LOEVNER INTERNATIONAL EQUITY INS		2020-06-19	2020-09-18
	16.999 HARTFORD DIVIDEND AND GROWTH FUND-Y		2020-06-19	2020-09-18
	12.802 MFS INTERNATIONAL GROWTH FD-I		2019-11-08	2020-09-18
	4.588 MFS NEW DISCOVERY VALUE-R6		2017-03-09	2020-09-18
	25.886 PIMCO INVESTMENT GRADE CREDIT BOND FUND		2020-09-01	2020-09-18
	14.45 MUZINICH CREDIT OPPORT-INST		2020-09-01	2020-09-18
	1.45 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA		2015-07-22	2020-09-18
	2. VANGUARD DIVIDEND APPRECIATION INDEX FUN		2020-03-17	2020-09-18
	19.645 WESTERN ASSET CORE BOND FUND IS		2020-09-01	2020-09-18
	113.256 MFS NEW DISCOVERY VALUE-R6		2020-06-19	2020-10-29
	338.854 MFS NEW DISCOVERY VALUE-R6		2017-03-09	2020-10-29
	14.692 CONESTOGA SMALL CAP-INST		2014-12-09	2020-10-30
	14.75 DODGE & COX INCOME FUND		2020-09-01	2020-10-30
	26.449 DOUBLELINE TOTAL RETURN BOND FUND		2020-09-01	2020-10-30
	3.727 EATON VANCE -ATLANTA SMID-R6		2020-06-19	2020-10-30
	24.516 JPMORGAN US EQUITY FUND INSTL CL		2020-06-19	2020-10-30
	22.52 PIMCO INVESTMENT GRADE CREDIT BOND FUND		2020-09-01	2020-10-30
	22.426 MUZINICH CREDIT OPPORT-INST		2020-09-01	2020-10-30
	2.099 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA		2015-07-22	2020-10-30
	4.375 VANGUARD RUSSELL 1000 GROWTH INDEX FUND		2020-06-19	2020-10-30
	31.762 WESTERN ASSET CORE BOND FUND IS		2020-09-01	2020-10-30
	3.547 CONESTOGA SMALL CAP-INST		2014-12-09	2020-11-25
	24.32 HARDING LOEVNER INTERNATIONAL EQUITY INS		2020-06-19	2020-11-25
	83.077 HARTFORD DIVIDEND AND GROWTH FUND-Y		2020-06-19	2020-11-25
	297.677 JPMORGAN US EQUITY FUND INSTL CL		2020-06-19	2020-11-25
	4.646 MFS INTERNATIONAL GROWTH FD-I		2019-11-08	2020-11-25
	100.59 T ROWE PRICE INTL DISC-I CLOSE TO NEW WA		2015-10-21	2020-11-25
	43. VANGUARD DIVIDEND APPRECIATION INDEX FUN		2020-03-17	2020-11-25
	8.202 VANGUARD RUSSELL 1000 GROWTH INDEX FUND		2020-06-19	2020-11-25
	3.034 JOHCM INTERNATIONAL SELECT FUND CLOSED T		2020-09-18	2020-12-08
	1.444 CONESTOGA SMALL CAP-INST		2014-12-09	2020-12-08
	.945 DFA US SMALL CAP PORTFOLIO		2020-10-30	2020-12-08
	203.111 DODGE & COX INCOME FUND		2020-09-01	2020-12-08
	278.127 DOUBLELINE TOTAL RETURN BOND FUND		2020-09-01	2020-12-08
	10.179 HARDING LOEVNER INTERNATIONAL EQUITY INS		2020-06-19	2020-12-08
	498.738 JPMORGAN US EQUITY FUND INSTL CL		2020-06-19	2020-12-08
	6.455 MFS INTERNATIONAL GROWTH FD-I		2019-11-08	2020-12-08
	447.335 PIMCO INVESTMENT GRADE CREDIT BOND FUND		2020-09-01	2020-12-08
	271.975 MUZINICH CREDIT OPPORT-INST		2020-09-01	2020-12-08
	1. VANGUARD DIVIDEND APPRECIATION INDEX FUN		2020-06-19	2020-12-08
	30. VANGUARD DIVIDEND APPRECIATION INDEX FUN		2020-03-17	2020-12-08
	1.957 VANGUARD RUSSELL 1000 GROWTH INDEX FUND		2020-06-19	2020-12-08
	430.432 WESTERN ASSET CORE BOND FUND IS		2020-09-01	2020-12-08
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN 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	3,399	6,678	-3,279
b	8,356	10,665	-2,309
c	1,235	1,169	66
d	168	95	73
e	6,627	7,861	-1,234
	81,368	56,523	24,845
	9,480	13,704	-4,224
	13,459	12,125	1,334
	3,496	3,580	-84
	63,729	57,104	6,625
	1,108	1,054	54
	413	302	111
	273	303	-30
	12,025	14,810	-2,785
	432	220	212
	383	451	-68
	580	535	45
	958	888	70
	692	657	35
	486	319	167
	500	406	94
	2,354	2,122	232
	618	581	37
	1,026	1,031	-5
	43,625	40,655	2,970
	42	48	-6
	1,194	1,039	155
	469	442	27
	1,020	1,024	-4
	43,844	40,789	3,055
	156	99	57
	787	609	178
	2,302	1,896	406
	1,620	1,432	188
	6,294	7,160	-866
	167	167
	199	199
	81	77	4
	454	411	43
	437	414	23
	561	516	45
	61	68	-7
	289	290	-1
	159	161	-2
	118	83	35
	258	203	55
	270	271	-1
	1,510	1,521	-11
	4,517	5,013	-496
	949	493	456
	216	219	-3
	282	284	-2
	130	126	4
	429	401	28
	247	252	-5
	245	250	-5
	168	118	50
	1,814	1,648	166
	433	439	-6
	257	119	138
	653	549	104
	2,369	2,024	345
	5,820	4,870	950
	212	187	25
	8,816	6,327	2,489
	5,957	4,362	1,595
	3,716	3,090	626
	92	84	8
	108	48	60
	36	29	7
	3,032	3,014	18
	2,973	2,990	-17
	281	230	51
	9,890	8,159	1,731
	302	260	42
	5,041	5,006	35
	3,081	3,035	46
	139	117	22
	4,174	3,043	1,131
	914	737	177
	5,944	5,949	-5
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982
			5,982

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			-3,279
b			-2,309
c			66
d			73
e			-1,234
			24,845
			-4,224
			1,334
			-84
			6,625
			54
			111
			-30
			-2,785
			212
			-68
			45
			70
			35
			167
			94
			232
			37
			-5
			2,970
			-6
			155
			27
			-4
			3,055
			57
			178
			406
			188
			-866


			4
			43
			23
			45
			-7
			-1
			-2
			35
			55
			-1
			-11
			-496
			456
			-3
			-2
			4
			28
			-5
			-5
			50
			166
			-6
			138
			104
			345
			950
			25
			2,489
			1,595
			626
			8
			60
			7
			18
			-17
			51
			1,731
			42
			35
			46
			22
			1,131
			177
			-5

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	42,072
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	652
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	652
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	652
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	136
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	136
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	516
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	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

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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?

Website address bullet

The books are in care of bullet

Branch Banking and Trust Co Telephone no. bullet

(610) 371-2091

Located at bullet

1340 BROADCASTING ROAD SUITE 100WYOMISSINGPA ZIP+4 bullet

19610

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
Branch Banking and Trust Co	TRUSTEE 5	1,001
1340 Broadcasting Road Suite 100 WYOMISSING,PA19610	TRUSTEE 5	1,001

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


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)

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

350,601

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

10,940

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

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

361,541

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

361,541

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

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

5,423

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

356,118

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

17,806

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

17,806

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

652

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

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

652

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

17,154

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

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

17,154

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

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

17,154

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 ..........

16,673

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

16,673

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

16,673

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					17,154
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				8,771
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: $ 16,673
a Applied to 2019, but not more than line 2a				8,771
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.....					7,902
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 ..........					9,252
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)

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
ST JAMES EPISCOPAL CHURCH PO BOX 217 DRIFTON,PA18221	NONE	PC	GENERAL OPERATIONS	16,047
Total ................................. 3a				16,047

bApproved for future payment

Total ................................. 3b

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 ...........
4 Dividends and interest from securities....			14	5,448
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	42,072
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)..				47,520

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

47,520

(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

- TIN:

TY 2020 AccountingFeesSchedule

Name:

ELIZABETH COXE IRREVOCABLE TRUST

EIN:

23-6215695

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	125			125

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

ELIZABETH COXE IRREVOCABLE TRUST

EIN:

23-6215695

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
207019704 CONESTOGA SMALL CAP-	AT COST	7,070	13,933
233203843 DFA US SMALL CAP POR	AT COST	10,238	11,878
277902235 EATON VANCE -ATLANTA	AT COST	29,693	33,136
416645828 HARTFORD DIVIDEND AN	AT COST	36,899	42,871
4812A1142 JP MORGAN US EQUITY	AT COST	23,877	27,759
92206C672 VANGUARD RUSSELL 100	AT COST	35,451	44,589
256210105 DODGE & COX INCOME F	AT COST	11,660	11,507
258620103 DOUBLELINE TOTAL RET	AT COST	11,790	11,738
722005816 PIMCO INVESTMENT GRA	AT COST	19,442	19,611
74316J540 MUZINICH CREDIT OPPO	AT COST	11,560	11,613
957663677 WESTERN ASSET CORE B	AT COST	23,511	23,256
00770G847 JOHCM INTERNATIONAL	AT COST	7,677	8,387
38147N293 GOLDMAN SACHS GQG PA	AT COST	14,833	14,858
412295107 HARDING LOEVNER INTE	AT COST	17,152	21,530
412295875 HARDING LOEVNER INTE	AT COST	14,664	15,746
55273E848 MFS INTERNATIONAL GR	AT COST	19,671	24,290
46137V357 INVESCO S&P 500 EQUA	AT COST	14,819	14,922
464287499 ISHARES RUSSELL MIDC	AT COST	9,615	10,008
921908844 VANGUARD DIVIDEND AP	AT COST	32,607	39,245

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

ELIZABETH COXE IRREVOCABLE TRUST

EIN:

23-6215695

Description	Amount
2020 TRANSACTIONS POSTED IN 2021	308
ROUNDING	1

- TIN:

TY 2020 TaxesSchedule

Name:

ELIZABETH COXE IRREVOCABLE TRUST

EIN:

23-6215695

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL	27	0		0
FOREIGN TAXES ON QUALIFIED FOR	99	99		0