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
YOST ELIZABETH B TR UWO
 
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

56-6355993
B Telephone number (see instructions)

(910) 687-5123
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,304,971J 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... 72,610 71,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,892
b Gross sales price for all assets on line 6a 366,195
7 Capital gain net income (from Part IV, line 2)... 6,892
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........ 79,502 78,888  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,737 19,369   19,368
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).... Click to see attachment 20     20
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,989 2,053   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 325 325    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,071 21,747 0 19,388
25 Contributions, gifts, grants paid....... 142,212 142,212
26 Total expenses and disbursements. Add lines 24 and 25 184,283 21,747 0 161,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,781
b Net investment income (if negative, enter -0-) 57,141
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.............   31 31
2 Savings and temporary cash investments......... 82,721 121,623 121,623
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)....... 1,104,597 Click to see attachment974,313 1,780,912
c Investments—corporate bonds (attach schedule)....... 1,198,948 Click to see attachment1,189,970 1,227,823
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,934 Click to see attachment122,139 174,582
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) 2,414,200 2,408,076 3,304,971
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,414,200 2,408,076
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,414,200 2,408,076
30 Total liabilities and net assets/fund balances (see instructions). 2,414,200 2,408,076
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,414,200
2
Enter amount from Part I, line 27a .....................
2
-104,781
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
100,670
4
Add lines 1, 2, and 3 ..........................
4
2,410,089
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,013
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,408,076
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 198. GRIFOLS SA ADR     2020-01-08
b 8. GRIFOLS SA ADR   2019-09-25 2020-01-08
c 87. NASPERS LIMITED -N SHS SPN ADR   2016-05-09 2020-01-08
d .55 PROLOGIS INC REIT   2018-12-06 2020-02-19
e .65 INGERSOLL-RAND INC COM   2018-12-06 2020-03-31
53. ABBOTT LABORATORIES   2018-12-06 2020-04-23
14. ADOBE SYS INC     2020-04-23
1. AIR LIQUIDE COMMON   2018-12-06 2020-04-23
49. AIR LEASE CORP COMMON     2020-04-23
6. AIR PRODUCTS AND CHEMICALS INC     2020-04-23
67. ALASKA AIR GROUP INC COMMON     2020-04-23
5. ALFA LAVAL AB -UNSPON ADR   2019-09-25 2020-04-23
5. ALPHABET INC CL C     2020-04-23
3. AMAZON INC COMMON   2016-05-09 2020-04-23
15. AMERISOURCEBERGEN CORP. COMMON     2020-04-23
5. ANIKA THERAPEUTICS, INC COMMON     2020-04-23
5. ANTHEM INC COMMON   2016-05-09 2020-04-23
63. APERGY CORP -W/I COMMON     2020-04-23
66. APPLE COMPUTER CORPORATION COMMON     2020-04-23
22. APPLIED MATERIALS   2019-09-25 2020-04-23
1. ASPEN TECHNOLOGY INC   2018-12-06 2020-04-23
25. ATLAS COPCO AB SP ADR     2020-04-23
5. AUTODESK, INC. COMMON   2011-08-24 2020-04-23
26. BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR   2019-09-25 2020-04-23
8. BOEING COMPANY     2020-04-23
21. BOSTON SCIENTIFIC   2018-12-06 2020-04-23
165. BOX INC COMMON     2020-04-23
1. CANADIAN NATL RY CO   2019-09-25 2020-04-23
129. CARNIVAL CORP PAIRED CTF 1 COM     2020-04-23
45. CARNIVAL CORP PAIRED CTF 1 COM   2019-09-25 2020-04-23
4. CARRIER GLOBAL CORP COM     2020-04-23
10. CHUGAI PHARMACEUTIC -UNSP ADR   2019-03-15 2020-04-23
7. CINTAS CORP     2020-04-23
17. CROWN CASTLE INTL CORP COMMON     2020-04-23
62. DXC TECHNOLOGY CO COMMON   2019-09-25 2020-04-23
148. DELTA AIR LINES INC   2019-09-25 2020-04-23
46. DENTSU INC -UNSPON ADR   2019-09-25 2020-04-23
84. DENTSU INC -UNSPON ADR   2019-03-15 2020-04-23
1. DIAGEO PLC SPONSORED ADR   2019-09-25 2020-04-23
17. DISNEY WALT COMPANY   2019-09-25 2020-04-23
12. DISNEY WALT COMPANY   2019-03-15 2020-04-23
11. DOLLAR TREE INC   2019-09-25 2020-04-23
26. DOLLAR TREE INC   2019-03-15 2020-04-23
238. ENBRIDGE INC     2020-04-23
23. EPIROC AB -UNSP ADR   2019-09-25 2020-04-23
38. EXPEDIA INC COMMON     2020-04-23
13. FACEBOOK INC CL A   2016-05-09 2020-04-23
12. FANUC CORP ADR   2019-09-25 2020-04-23
34. FIRST FINANCIAL BANKSHARES INC COMMON     2020-04-23
1. FOMENTO ECONOMICO MEXICANO S.A. DE C.V.   2019-09-25 2020-04-23
28. FOOT LOCKER INC. COMMON   2019-09-25 2020-04-23
53. FOOT LOCKER INC. COMMON     2020-04-23
186. FUCHS PETROLU SE-PREF ADR     2020-04-23
116. HSBC HLDGS PLC ADR     2020-04-23
3. HSBC HLDGS PLC ADR   2019-09-25 2020-04-23
10. HOME DEPOT INCORPORATED   2019-09-25 2020-04-23
4. HONEYWELL INTERNATIONAL INC   2016-05-09 2020-04-23
8. ICICI BANK LTD ADR   2019-09-25 2020-04-23
4. ILLUMINA INC   2017-05-09 2020-04-23
47. INGERSOLL-RAND INC COM     2020-04-23
7. INTERCONTINENTALEXCHANGE COMMON GROUP   2018-07-12 2020-04-23
2. INTUITIVE SURGICAL INC   2018-12-06 2020-04-23
2. KUBOTA CORPORATION   2019-09-25 2020-04-23
14. L3HARRIS TECHNOLOGIES INC COMMON     2020-04-23
8. LANDSTAR SYSTEM INC COMMON     2020-04-23
22. LAS VEGAS SANDS CORP   2019-09-25 2020-04-23
16. LIVE NATION COMMON     2020-04-23
48. LONZA GROUP AG ADR     2020-04-23
2. MCDONALDS CORPORATION   2019-09-25 2020-04-23
1. MERCADOLIBRE INC COMMON   2019-03-15 2020-04-23
70. MICROSOFT CORPORATION     2020-04-23
172. MORGAN STANLEY DEAN WITTER DIS CO     2020-04-23
16. NESTLE SA ADR   2018-12-06 2020-04-23
5. NESTLE SA ADR   2019-09-25 2020-04-23
16. NIKE INCORPORATED CLASS B   2019-09-25 2020-04-23
1. NOVOZYMES A/S UNSPONS ADR   2018-07-12 2020-04-23
2. O'REILLY AUTOMOTIVE INC COMMON   2019-09-25 2020-04-23
44. OCCIDENTAL PETE CORP   2019-09-25 2020-04-23
112. OCCIDENTAL PETE CORP     2020-04-23
64. OMNICOM GROUP INCORPORATED   2011-08-24 2020-04-23
2. OTIS WORLDWIDE CORP COM     2020-04-23
2. LUKOIL PJSC-SPON ADR   2019-09-25 2020-04-23
20. PALO ALTO NETWORKS INC COMMON     2020-04-23
5. PAYPAL HOLDINGS INC   2018-07-12 2020-04-23
113. PFIZER INCORPORATED     2020-04-23
2. PING AN INSURANCE GROUP COMPANY OF CHINA   2019-09-25 2020-04-23
3. PREMIER INC CLASS A COMMON   2019-09-25 2020-04-23
78. PREMIER INC CLASS A COMMON     2020-04-23
1. PROGESSIVE CORP., OHIO COMMON   2018-12-06 2020-04-23
44. PROLOGIS INC REIT     2020-04-23
246. PROSUS N V SPON ADR   2019-09-17 2020-04-23
1. RBC BEARINGS INC COMMON   2018-12-06 2020-04-23
193. ROCHE HLDG LTD SPONS ADR     2020-04-23
2. S&P GLOBAL INC COMMON   2018-02-22 2020-04-23
21. SALESFORCE.COM INC INC COMMON     2020-04-23
15. SALESFORCE.COM INC INC COMMON   2019-09-25 2020-04-23
6. SAREPTA THERAPEUTICS INC COMMON     2020-04-23
5. SASOL LTD SPONSORED ADR   2019-09-25 2020-04-23
119. SASOL LTD SPONSORED ADR     2020-04-23
57. SCHLUMBERGER LTD   2019-09-25 2020-04-23
109. SCHLUMBERGER LTD     2020-04-23
1. SERVICENOW INC COMMON   2019-09-25 2020-04-23
3. SHERWIN WILLIAMS     2020-04-23
2. SHERWIN WILLIAMS   2019-09-25 2020-04-23
1. SONOVA HOLDING AG   2019-09-25 2020-04-23
5. SYSMEX CORP   2012-09-11 2020-04-23
132. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR     2020-04-23
4. THERMO ELECTRON COMMON   2018-12-06 2020-04-23
3. TRANSDIGM GROUP INC COMMON   2019-09-25 2020-04-23
93. UNILEVER PLC-SPONSORED ADR   2011-08-24 2020-04-23
1. UNION PACIFIC CORP   2018-07-12 2020-04-23
130. US FOODS HOLDING CORP COMMON     2020-04-23
1. US FOODS HOLDING CORP COMMON   2019-09-25 2020-04-23
8. VAIL RESORTS COMMON   2019-09-25 2020-04-23
6. VISA INC     2020-04-23
9. WAL MART STORES INCORPORATED   2019-09-25 2020-04-23
149. WELLS FARGO & CO NEW     2020-04-23
5. WORKDAY INC COMMON   2019-03-15 2020-04-23
10. XILINX INC   2019-09-25 2020-04-23
16. ZOETIS INC COMMON   2019-09-25 2020-04-23
7. ALLERGAN PLC   2019-09-25 2020-04-23
9. ALLERGAN PLC     2020-04-23
12. LINDE PLC   2019-03-15 2020-04-23
2. LINDE PLC   2019-09-25 2020-04-23
7. MEDTRONIC PLC     2020-04-23
70. SEAGATE TECHNOLOGY PLC   2011-08-24 2020-04-23
3. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2019-09-25 2020-04-23
17. CHECKPOINT SOFTWARE TECHNOLOGY COMMON     2020-04-23
70. CORE LABORATORIES N V     2020-04-23
10. NXP SEMICONDUCTORS N V   2019-09-25 2020-04-23
1047.298 DODGE & COX INCOME FUND     2020-04-24
923.969 DOUBLELINE TOTAL RETURN BOND FUND   2012-03-12 2020-04-24
948.747 FEDERATED SHORT TERM INC-R6   2014-10-06 2020-04-24
1958.802 METROPOLITAN WEST T/R BD-PLN     2020-04-24
745.5 PGIM SH/TRM CORP BD-R6   2014-10-06 2020-04-24
5. CINEMARK HOLDINGS INC COMMON   2020-04-23 2020-06-22
80. CINEMARK HOLDINGS INC COMMON     2020-06-22
6. METHANEX CORP (OCELOT INDS LTD)   2020-04-23 2020-06-22
52. METHANEX CORP (OCELOT INDS LTD)     2020-06-22
.033 SONOVA HOLDING AG   2019-09-25 2020-07-22
314. BROOKFIELD PROPERTY REIT INC. CL A   2020-04-23 2020-09-14
18. CROWDSTRIKE HOLDINGS INC CL A   2020-04-23 2020-09-14
945. IQ HEDGE MULTI-STRATEGY TRACKER ETF     2020-12-02
957. IQ HEDGE MULTI-STRATEGY TRACKER ETF   2020-04-23 2020-12-02
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,794   3,053 1,741
b 194   163 31
c 2,842   2,176 666
d 54   36 18
e 14   17 -3
4,972   3,733 1,239
4,704   1,968 2,736
25   22 3
986   1,761 -775
1,267   1,017 250
1,890   4,504 -2,614
84   97 -13
6,370   1,989 4,381
7,192   2,028 5,164
1,310   915 395
164   243 -79
1,312   691 621
544   2,137 -1,593
18,179   3,405 14,774
1,125   1,144 -19
96   85 11
902   680 222
880   129 751
73   134 -61
1,100   2,635 -1,535
764   760 4
2,632   3,078 -446
77   90 -13
1,568   7,522 -5,954
547   2,159 -1,612
63   95 -32
2,529   1,377 1,152
1,396   1,297 99
2,729   1,895 834
949   1,928 -979
3,322   8,631 -5,309
877   1,681 -804
1,602   3,543 -1,941
132   161 -29
1,714   2,266 -552
1,210   1,380 -170
826   1,245 -419
1,953   2,604 -651
6,863   7,355 -492
230   247 -17
2,420   4,449 -2,029
2,402   1,558 844
169   221 -52
861   863 -2
57   96 -39
615   1,150 -535
1,165   2,077 -912
1,832   1,738 94
2,899   4,733 -1,834
75   114 -39
2,023   2,280 -257
538   435 103
72   99 -27
1,249   738 511
1,290   1,034 256
620   524 96
1,027   1,022 5
118   155 -37
2,656   2,090 566
816   814 2
1,010   1,254 -244
630   826 -196
2,032   1,450 582
363   425 -62
590   489 101
12,002   6,403 5,599
6,448   7,157 -709
1,691   1,354 337
528   539 -11
1,401   1,451 -50
47   52 -5
745   789 -44
609   2,000 -1,391
1,550   7,749 -6,199
3,300   2,522 778
95   145 -50
130   166 -36
3,833   2,912 921
577   443 134
4,143   1,846 2,297
41   46 -5
97   93 4
2,529   2,432 97
82   64 18
3,825   2,244 1,581
3,539   3,770 -231
119   143 -24
8,523   5,820 2,703
558   376 182
3,187   2,982 205
2,276   2,295 -19
693   394 299
17   90 -73
409   4,319 -3,910
939   2,020 -1,081
1,795   7,114 -5,319
297   259 38
1,494   1,245 249
996   1,087 -91
36   45 -9
170   57 113
6,954   2,542 4,412
1,280   957 323
948   1,586 -638
4,788   3,127 1,661
152   141 11
2,302   4,024 -1,722
18   42 -24
1,249   1,889 -640
1,000   673 327
1,157   1,068 89
3,954   8,226 -4,272
716   932 -216
873   974 -101
1,977   1,996 -19
1,299   1,164 135
1,670   1,439 231
2,173   2,103 70
362   386 -24
670   633 37
3,355   761 2,594
311   323 -12
1,762   2,009 -247
1,045   7,546 -6,501
885   1,079 -194
14,861   14,520 341
9,729   10,367 -638
8,074   8,140 -66
20,920   20,055 865
8,156   8,432 -276
73   64 9
1,172   3,331 -2,159
118   82 36
1,023   2,094 -1,071
1   1  
3,413   2,427 986
2,310   1,242 1,068
30,211   27,934 2,277
30,595   27,861 2,734
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
      5,333
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       1,741
b       31
c       666
d       18
e       -3
      1,239
      2,736
      3
      -775
      250
      -2,614
      -13
      4,381
      5,164
      395
      -79
      621
      -1,593
      14,774
      -19
      11
      222
      751
      -61
      -1,535
      4
      -446
      -13
      -5,954
      -1,612
      -32
      1,152
      99
      834
      -979
      -5,309
      -804
      -1,941
      -29
      -552
      -170
      -419
      -651
      -492
      -17
      -2,029
      844
      -52
      -2
      -39
      -535
      -912
      94
      -1,834
      -39
      -257
      103
      -27
      511
      256
      96
      5
      -37
      566
      2
      -244
      -196
      582
      -62
      101
      5,599
      -709
      337
      -11
      -50
      -5
      -44
      -1,391
      -6,199
      778
      -50
      -36
      921
      134
      2,297
      -5
      4
      97
      18
      1,581
      -231
      -24
      2,703
      182
      205
      -19
      299
      -73
      -3,910
      -1,081
      -5,319
      38
      249
      -91
      -9
      113
      4,412
      323
      -638
      1,661
      11
      -1,722
      -24
      -640
      327
      89
      -4,272
      -216
      -101
      -19
      135
      231
      70
      -24
      37
      2,594
      -12
      -247
      -6,501
      -194
      341
      -638
      -66
      865
      -276
      9
      -2,159
      36
      -1,071
       
      986
      1,068
      2,277
      2,734
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 6,892
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................................ 1 794
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........................... 3 794
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- ..... 5 794
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 996
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.............. 7 996
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 202
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet202 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)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING & TRUST COMPANY Telephone no.bullet (910) 693-5123

    Located atbullet50 AVIEMORE DR FL 2PINEHURSTNC ZIP+4bullet28374
    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
    BRANCG BANKING AND TRUST COMPANY TRUSTEE
    12     		38,737    
    50 AVIEMORE DR
    PINEHURST,NC28374
    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
    2,858,690
    b
    Average of monthly cash balances.......................
    1b
    109,734
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,968,424
    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
    2,968,424
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    44,526
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,923,898
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    146,195
    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
    146,195
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    794
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    794
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    145,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    100,000
    5
    Add lines 3 and 4............................
    5
    245,401
    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
    245,401
    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
    161,600
    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
    161,600
    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
    161,600
    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 7 245,401
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 138,706
    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$ 161,600
    a Applied to 2019, but not more than line 2a 138,706
    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..... 22,894
    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 ..........     		222,507
    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 e-mail address of the person to whom applications should be addressed:
    BRANCH BANKING TRUST COMPANY
    50 AVIEMORE DR FL 2
    PINEHURST,NC283748520
    (910) 687-5123
    bThe form in which applications should be submitted and information and materials they should include:
    FORM SHOULD LIST CHARITY NAME, OFFICER, ADDRESS, TAX ID# AND PHONE NUMBER. GIVE PROJECT DESCRIPTION, TITLE OF PROJECT, AND BUDGET REQUEST AMOUNT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO ANSON COUNTY, NC
    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
    ANSON COUNTY COOPERATIVE EXTENSION
    PO BOX 633
    WADESBORO,NC28170     		NONE PC EDUCATIONAL 2,000
    ANSON HIGH SCHOOL
    PO BOX 513
    WADESBORO,NC28170     		NONE PC EDUCATIONAL 62,462
    ANSON COUNTY PARTNERSHIP FOR CHILDREN
    117 SOUTH GREENE ST
    WADESBORO,NC28170     		NONE PC COMMUNITY 1,000
    HEALTHQUEST
    415 E FRANKLIN STREET
    MONROE,NC28112     		NONE PC MEDICAL 26,000
    ANSON COUNTY SCHOOL SYSTEM
    PO BOX 719
    WADESBORO,NC28170     		NONE PC EDUCATIONAL 11,750
    ANSON COUNTY 4-H
    PO BOX 633
    WADESBORO,NC28170     		NONE PC COMMUNITY 2,000
    ANSON COUNTY HOMES OF HOPE
    415 LEE AVE
    WADESBORO,NC28170     		NONE PC COMMUNITY 10,000
    ANSON COUNTY ARTS COUNCIL
    ARTS IN EDUCATION SCHOOL
    PO BOX 332
    WADESBORO,NC28170     		NONE PC THEATRE RENOVATION 20,000
    UPTOWN WADESBORO INC
    PO BOX 697
    WADESBORO,NC28170     		NONE PC COMMUNITY 2,000
    FEED MY LAMBS INC
    PO BOX 91
    WADESBORO,NC28170     		NONE PC COMMUNITY 5,000
    Total .................................bullet 3a 142,212
    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 72,610  
    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 6,892  
    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)..   79,502  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    79,502
    (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:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Name of Bond End of Year Book Value End of Year Fair Market Value
    256210105 DODGE & COX INCOME F 211,906 229,620
    258620103 DOUBLELINE TOTAL RET 232,237 225,737
    31420B847 FEDERATED INST HI YL 66,155 69,994
    31420C563 FEDERATED SHORT TERM 139,750 142,466
    74441R607 PGIM SH/TRM CORP BD- 210,094 213,719
    592905764 METROPOLITAN WEST T/ 205,459 218,196
    693390882 PIMCO INTERNATIONAL 124,369 128,091

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Name of Stock End of Year Book Value End of Year Fair Market Value
    002824100 ABBOTT LABORATORIES 4,573 16,752
    00287Y109 ABBVIE INC COMMON 5,310 11,787
    00724F101 ADOBE SYSTEM INC COM 5,647 11,503
    00912X302 AIR LEASE CORP COMMO 1,398 1,777
    009158106 AIR PRODUCTS AND CHE 557 1,093
    012348108 ALBANY INTL CORP NEW 1,949 2,937
    015271109 ALEXANDRIA REAL ESTA 4,339 8,376
    015351109 ALEXION PHARMACEUTIC 4,023 5,000
    02079K107 ALPHABET INC -CL C C 2,761 14,015
    021ESC017 ESCROW ALTEGRITY INC 1 393
    023135106 AMAZON.COM INC COMMO 7,436 35,826
    023608102 AMEREN CORPORATION C 4,106 5,386
    03064D108 AMERICOLD REALTY TRU 4,421 5,189
    03073E105 AMERISOURCEBERGEN CO 1,281 3,324
    031100100 AMETEK INC COMMON 3,462 7,015
    032654105 ANALOG DEVICES INC. 9,526 15,807
    035255108 ANIKA THERAPEUTICS, 2,218 2,308
    036752103 ANTHEM INC COMMON 3,207 13,807
    037833100 APPLE INC COMMON 1,834 28,130
    040413106 ARISTA NETWORKS INC 3,348 4,649
    045327103 ASPEN TECH COMMON 1,888 5,992
    052769106 AUTODESK INC COMMON 1,803 9,771
    056525108 BADGER METER INC COM 1,594 3,951
    058498106 BALL CORPORATION COM 7,825 10,716
    062540109 BANK OF HAWAII CORP 4,077 3,754
    090572207 BIO-RAD LABS CLASS A 4,241 8,744
    09061G101 BIOMARIN PHARMACEUTI 4,437 5,349
    09073M104 BIO-TECHNE CORP COMM 1,259 1,905
    101137107 BOSTON SCIENTIFIC CO 4,237 4,889
    114340102 BROOKS AUTOMATION IN 3,389 8,278
    12514G108 CDW CORP OF DELAWARE 3,059 10,675
    125523100 CIGNA CORP COMMON 1,848 2,082
    12572Q105 CME GROUP INC COMMON 715 728
    126650100 CVS COMMON 10,675 10,928
    127387108 CADENCE DESIGN SYSTE 958 1,637
    146869102 CARVANA CO COMMON 2,963 15,570
    147528103 CASEY'S GENERAL STOR 2,393 7,502
    148806102 CATALENT INC COMMON 2,471 4,371
    163072101 CHEESECAKE FACTORY C 5,177 5,411
    172908105 CINTAS CORPORATION C 802 1,767
    172967424 CITIGROUP INC COMMON 3,233 4,686
    191216100 THE COCA-COLA CO COM 1,351 1,645
    21871D103 CORELOGIC, INC. COMM 3,876 6,572
    219350105 CORNING INC COMMON 8,830 12,168
    22822V101 CROWN CASTLE INTL CO 8,351 13,690
    233331107 DTE ENERGY COMPANY C 3,446 3,399
    235851102 DANAHER CORP COMMON 7,345 13,995
    252131107 DEXCOM INC COMMON 1,259 2,218
    254709108 DISCOVER FINANCIAL S 10,405 18,106
    30040W108 EVERSOURCE ENERGY CO 4,176 7,094
    "30303M102 FACEBOOK INC-A COMM 8,644 16,390
    "31620M106 FIDELITY NATL INFO 7,375 8,063
    "32020R109 FIRST FINANCIAL BAN 2,424 3,907
    "33616C100 FIRST REPUBLIC BANK 4,262 8,522
    "337738108 FISERV COMMON" 1,514 1,822
    "37045V100 GENERAL MOTORS CO. 9,664 13,242
    "375558103 GILEAD SCIENCES, IN 390 291
    "38141G104 GOLDMAN SACHS COMMO 6,653 10,021
    "384109104 GRACO INC COMMON 2,436 5,282
    "416515104 HARTFORD FINL SVCS 5,570 5,780
    "418056107 HASBRO INC COMMON 7,049 8,138
    "426281101 JACK HENRY & ASSOCI 1,640 2,592
    "437076102 HOME DEPOT INC COMM 10,543 14,875
    "438516106 HONEYWELL INTERNATI 7,783 15,953
    "441593100 HOULIHAN LOKEY INC 4,465 5,983
    "44980X109 IPG PHOTONICS CORP 2,827 7,161
    "45866F104 INTERCONTINENTALEXC 2,608 4,266
    "461202103 INTUIT INC COMMON 1,816 2,659
    "478160104 JOHNSON & JOHNSON C 8,063 11,174
    "48020Q107 JONES LANG LA SALLE 3,039 3,709
    "49338L103 KEYSIGHT TECHNOLOGI 5,343 7,133
    "502431109 L3HARRIS TECHNOLOGI 2,409 5,482
    "512807108 LAM RESEARCH CORP C 5,872 16,057
    "515098101 LANDSTAR SYSTEM INC 2,515 3,905
    "533900106 LINCOLN ELECTRIC HO 1,720 2,325
    "538034109 LIVE NATION COMMO 2,640 4,482
    "548661107 LOWE'S COS INC COMM 3,894 6,581
    "550021109 LULULEMON ATHLETICA 524 1,392
    "55087P104 LYFT INC -A COMMON 908 1,474
    "55303A105 MGM GROWTH PROPERTI 4,707 5,227
    "57636Q104 MASTERCARD INC COMM 513 714
    "57772K101 MAXIM INTEGRATED PR 4,909 12,766
    "58933Y105 MERCK & CO INC COMM 8,598 11,861
    "594918104 MICROSOFT CORP COMM 8,595 51,157
    "595112103 MICRON TECHNOLOGY I 1,045 1,654
    "617446448 MORGAN STANLEY COMM 920 2,399
    "62886E108 NCR CORP COMMON 2,365 3,682
    "631103108 NASDAQ INC COMMON 6,315 11,416
    "635017106 NATIONAL BEVERAGE C 4,233 6,283
    "64110L106 NETFLIX INC COMMON 1,309 3,785
    "654106103 NIKE INC CLASS B 2,448 3,820
    "665859104 NORTHERN TRUST GROU 5,686 6,986
    "67066G104 NVIDIA CORP COMMON 4,670 9,922
    "679580100 OLD DOMINION FREIGH 3,229 6,246
    "697435105 PALO ALTO NETWORKS 459 1,422
    "70450Y103 PAYPAL HOLDINGS INC 3,552 9,836
    "713448108 PEPSICO INC COMMON 5,268 12,457
    "71377A103 PERFORMANCE FOOD GR 2,590 5,142
    "718546104 PHILLIPS 66 COMMON 9,613 7,484
    "72352L106 PINTEREST INC CL A 871 3,031
    "723787107 PIONEER NATIONAL RE 5,082 4,669
    "74164M108 PRIMERICA INC COMMO 3,163 4,955
    "743315103 PROGRESSIVE CORP CO 6,713 11,668
    "749607107 RLI CORP COMMON 2,320 4,062
    "75513E101 RAYTHEON TECHNOLOGI 1,538 1,645
    "75524B104 RBC BEARINGS INC CO 2,734 5,192
    "76171L106 REYNOLDS CONSUMER P 3,912 3,815
    "76680R206 RINGCENTRAL INC -CL 955 1,516
    "773903109 ROCKWELL AUTOMATION 1,942 5,769
    "778296103 ROSS STORES, INC. C 1,948 7,737
    "78409V104 S&P GLOBAL INC COMM 1,595 3,287
    "79466L302 SALESFORCE.COM INC 3,716 10,681
    "803607100 SAREPTA THERAPEUTIC 435 1,364
    "810186106 SCOTTS CO CL A 4,945 12,148
    "817565104 SERVICE CORP INTL C 3,595 5,647
    "81762P102 SERVICENOW INC COMM 778 1,651
    "824348106 SHERWIN-WILLIAMS CO 990 2,205
    "82982L103 SITEONE LANDSCAPE S 3,620 11,897
    "83417M104 SOLAREDGE TECHNOLOG 2,620 8,297
    "848637104 SPLUNK, INC. COMMON 4,887 7,305
    "855244109 STARBUCKS CORP COMM 8,675 16,154
    "85571B105 STARWOOD PROPERTY T 6,150 5,790
    "871607107 SYNOPSYS INC." 1,519 2,592
    "87166B102 SYNEOS HEALTH INCH 2,442 4,497
    "871829107 SYSCO CORPORATION C 796 1,188
    "872590104 T-MOBILE US INC COM 1,990 3,911
    "879360105 TELEDYNE TECHNOLOGI 1,624 6,272
    "88160R101 TESLA MOTORS, INC. 704 3,528
    "883556102 THERMO FISHER SCIEN 1,675 3,260
    "885160101 THOR INDS INC COMMO 5,575 6,602
    "893641100 TRANSDIGM GROUP INC 1,057 1,238
    "902494103 TYSON FOODS INC INC 7,006 7,411
    "904708104 UNIFIRST CORPORATIO 1,559 1,694
    "907818108 UNION PACIFIC CORP 1,804 2,707
    "911312106 UNITED PARCEL SERVI 7,047 14,314
    "91324P102 UNITEDHEALTH GROUP 3,373 8,066
    "91879Q109 VAIL RESORTS COMMON 3,561 4,184
    "92220P105 VARIAN MED SYS INC 3,433 5,425
    "92343E102 VERISIGN INC COMMON 1,284 1,298
    "92343V104 VERIZON COMMUNICATI 8,992 10,634
    "92532F100 VERTEX PHARMACEUTIC 2,074 4,963
    "92826C839 VISA INC CLASS A SH 4,135 17,061
    "929042109 VORNADO REALTY TRUS 2,973 1,531
    "929236107 WD40 - COMPANY COMM 2,089 4,517
    "931142103 WALMART INC COMMON 475 577
    "94106L109 WASTE MANAGEMENT IN 1,370 1,651
    "942622200 WATSCO INC COMMON 3,344 5,211
    "957638109 WESTERN ALLIANCE BA 4,148 6,774
    "958102105 WESTERN DIGITAL COR 4,540 4,320
    "98156Q108 WORLD WRESTLING ENT 4,965 3,940
    "983919101 XILINX INC COMMON 3,558 10,916
    "98978V103 ZOETIS INC COMMON 624 828
    "001317205 AIA GROUP LTD" 8,109 21,367
    "00687A107 ADIDAS AG" 6,362 10,024
    "00783V104 ADYEN NV UNSPON 6,890 17,528
    "009126202 AIR LIQUIDE COMMON 3,382 5,749
    "015393101 ALFA LAVAL AB -UNSP 3,769 6,475
    "01609W102 ALIBABA GROUP HOLDI 10,242 14,429
    "018820100 ALLIANZ SOCIETAS EU 5,751 15,103
    "02263T104 AMADEUS IT HOLDINGS 6,344 6,486
    "02319V103 AMBEV SA-ADR" 8,411 6,968
    "049255706 ATLAS COPCO AB SPON 7,704 17,895
    "056752108 BAIDU INC" 12,531 19,678
    "05946K101 BANCO BILBAO VIZCAY 12,464 9,060
    "136375102 CANADIAN NATL RY CO 4,328 11,315
    "16941M109 CHINA MOBILE HK LTD 6,544 4,509
    "171269103 CHUGAI PHARMACEUTIC 5,249 12,152
    "23304Y100 DBS GROUP HLDGS LTD 9,578 15,157
    "237545108 DASSAULT SYSTEMS 6,013 15,654
    "25243Q205 DIAGEO PLC SPONSORE 8,654 8,417
    "29429L105 EPIROC AB -UNSP ADR 4,765 8,327
    "307305102 FANUC LTD ADR" 2,387 5,502
    "344419106 FOMENTO ECONOMICO M 7,083 5,834
    "35952Q106 FUCHS PETROLU SE-PR 2,104 3,267
    "36197T103 GW PHARMACEUTICALS 853 808
    "40415F101 HDFC BANK LTD ADR 4,386 6,720
    "45104G104 ICICI BANK LIMITED 4,361 8,203
    "45662N103 INFINEON TECHNOLOGY 19,489 34,797
    "465562106 ITAU UNIBANCO BANCO 3,807 3,691
    "500458401 KOMATSU LTD" 6,326 8,105
    "501173207 KUBOTA CORPORATION 6,839 9,811
    "502117203 L'OREAL UNSPONSORED 6,366 17,797
    "54338V101 LONZA GROUP AG ADR 6,942 15,701
    "575385109 MASONITE INTERNATIO 3,931 5,802
    "641069406 NESTLE SA ADR" 8,248 19,815
    "65479L108 NITORI HOLDINGS CO 4,587 6,324
    "66987V109 NOVARTIS A G ADR 2,096 2,266
    "670108109 NOVOZYMES A/S UNSPO 4,369 4,941
    "69343P105 LUKOIL PJSC-SPON AD 6,973 5,869
    "72341E304 PING AN INSURANCE G 8,215 8,723
    "76131D103 RESTAURANT BRANDS I 6,251 8,250
    "767204100 RIO TINTO PLC ADR 8,018 12,336
    "771195104 ROCHE HOLDING LTD A 8,383 16,342
    "780259107 ROYAL DUTCH SHELL P 8,290 6,319
    "803054204 SAP SE ADR" 9,942 19,559
    "80687P106 SCHNEIDER ELECTRIC 8,700 14,214
    "818800104 SGS SA UNSPONSORED 4,450 5,467
    "824667109 SHIONOGI CO LTD -UN 4,282 4,503
    "83569C102 SONOVA HOLDING AG 2,916 8,118
    "87155N109 SYMRISE AG ADR 4,324 9,715
    "87184P109 SYSMEX CORP" 2,190 10,389
    "874039100 TAIWAN SEMICONDUCTO 6,156 38,818
    "88032Q109 TENCENT HOLDINGS LI 6,712 10,329
    "90460M204 UNICHARM CORP" 10,013 13,059
    "904767704 UNILEVER PLC-SPONSO 5,095 9,477
    "94106B101 WASTE CONNECTIONS I 4,699 5,846
    "G02602103 AMDOCS LTD SC COMMO 1,499 3,547
    "G0450A105 ARCH CAPITAL GROUP 2,549 6,204
    "G1151C101 ACCENTURE PLC IRELA 6,206 16,456
    "G4705A100 ICON PLC" 4,103 6,434
    "G5494J103 LINDE PLC" 5,783 8,696
    "G5960L103 MEDTRONIC PLC COMMO 8,263 11,948
    "G6095L109 APTIV PLC APTIV PLC 7,777 15,244
    "G8994E103 TRANE TECHNOLOGIES 4,040 8,564
    "H1467J104 CHUBB LIMITED PROSP 9,339 11,082
    "L0223L101 ARDAGH GROUP SA 3,133 2,530
    "M22465104 CHECKPOINT SOFTWARE 8,461 13,823
    "N07059210 ASML HOLDING N.V. 578 975
    "N6596X109 NXP SEMICONDUCTORS 3,670 5,406
    "N97284108 YANDEX NV-A" 4,025 9,811

    TY 2020 InvestmentsOtherSchedule2
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287234 ISHARES MSCI EMERGIN AT COST 61,617 95,228
    464288273 ISHARES MSCI EAFE SM AT COST 60,522 79,354

    TY 2020 OtherDecreasesSchedule
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 2,013


    TY 2020 OtherExpensesSchedule
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 325 325   0


    TY 2020 OtherIncreasesSchedule
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Description Amount
    RECOVERY OF GRANT 100,000
    MUTUAL FUNDS ADJUSTMENT 305
    BASIS ADJUSTMENT 365


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 20     20


    TY 2020 TaxesSchedule
    Name:
    YOST ELIZABETH B TR UWO
    EIN:
    56-6355993
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,695 1,695   0
    FEDERAL ESTIMATES - PRINCIPAL 936 0   0
    FOREIGN TAXES ON QUALIFIED FOR 286 286   0
    FOREIGN TAXES ON NONQUALIFIED 72 72   0