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
SUGAR FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510

A Employer identification number

47-3980241

B Telephone number (see instructions)

(888) 866-3275

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

$5,629,525J 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...	119,013		118,511
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		228,090
b	Gross sales price for all assets on line 6a 3,319,949
7	Capital gain net income (from Part IV, line 2)...			228,090
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........	347,103		346,601
13	Compensation of officers, directors, trustees, etc.
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).......		2,500	0	0	2,500
c	Other professional fees (attach schedule)....		50,980	30,588		20,392
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		7,754	1,196		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).......		975	965		10
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	62,209		32,749	0	22,902
25	Contributions, gifts, grants paid.......	900,500				900,500
26	Total expenses and disbursements. Add lines 24 and 25	962,709		32,749	0	923,402
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-615,606
b	Net investment income (if negative, enter -0-)			313,852
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.............	6,895	4,022	4,022
	2	Savings and temporary cash investments.........	568,575	195,344	195,344
	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)..........	4,796,606	4,555,945	5,430,159
	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)	5,372,076	4,755,311	5,629,525
	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........	5,372,076	4,755,311
	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).....	5,372,076	4,755,311
	30	Total liabilities and net assets/fund balances (see instructions).	5,372,076	4,755,311

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

5,372,076

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

-615,606

Other increases not included in line 2 (itemize) bullet

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

4,756,503

Decreases not included in line 2 (itemize) bullet

1,192

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

4,755,311

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	516.12 KOPERNIK GLOBAL ALL-CAP FUND		2017-12-19	2020-11-12
b	111. KOPERNIK GLOBAL ALL-CAP FUND		2018-06-11	2020-11-12
c	325.4 KOPERNIK GLOBAL ALL-CAP FUND		2018-06-21	2020-11-12
d	440.74 KOPERNIK GLOBAL ALL-CAP FUND		2018-06-21	2020-11-13
e	179.23 AMERICAN AMCAP FUND		2018-12-24	2020-11-12
	583.51 AMERICAN AMCAP FUND		2018-12-24	2020-11-13
	54.66 ARTISAN HIGH INCOME FUND		2020-06-30	2020-11-13
	60.91 ARTISAN HIGH INCOME FUND		2020-07-31	2020-11-13
	59.8 ARTISAN HIGH INCOME FUND		2020-08-31	2020-11-13
	57.62 ARTISAN HIGH INCOME FUND		2020-09-30	2020-11-13
	17.58 ARTISAN HIGH INCOME FUND		2020-10-30	2020-11-13
	20.66 BARON REAL ESTATE FUND		2020-09-25	2020-11-12
	1.11 BARON REAL ESTATE FUND		2020-09-25	2020-11-12
	16.91 BARON REAL ESTATE FUND		2020-09-25	2020-11-12
	71.07 BARON REAL ESTATE FUND		2020-06-01	2020-11-12
	150.2 BARON REAL ESTATE FUND		2020-06-01	2020-11-13
	81.98 FULLER & THALER BEHVRL		2020-02-20	2020-03-12
	197.92 FULLER & THALER BEHVRL		2019-12-13	2020-03-12
	263.61 FULLER & THALER BEHVRL		2019-09-20	2020-03-12
	.76 FULLER & THALER BEHVRL		2019-06-25	2020-03-12
	1251.75 FULLER & THALER BEHVRL		2019-02-13	2020-03-12
	333. FULLER & THALER BEHVRL		2019-06-25	2020-03-12
	136.26 FULLER & THALER BEHVRL		2020-10-27	2020-11-12
	4528. DOUBLELINE CORE FIXED INCOME FUND		2019-02-13	2020-01-07
	1. DOUBLELINE CORE FIXED INCOME FUND		2019-02-13	2020-01-07
	4737. DOUBLELINE CORE FIXED INCOME FUND		2019-06-25	2020-01-07
	.66 DOUBLELINE CORE FIXED INCOME FUND		2019-06-25	2020-01-07
	4980.14 DOUBLELINE CORE FIXED INCOME FUND		2019-09-20	2020-01-07
	4401.61 DOUBLELINE CORE FIXED INCOME FUND		2019-12-13	2020-01-07
	17778.66 DOUBLELINE CORE FIXED INCOME FUND		2018-10-05	2020-01-07
	666. DOUBLELINE CORE FIXED INCOME FUND		2018-12-24	2020-01-07
	113.79 EATON VANCE RCHRD BRSTN		2020-04-24	2020-11-12
	123.69 EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-12
	12. EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-12
	1. EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-13
	361.32 EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-13
	442.31 EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-13
	46. EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-13
	5. EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-13
	1. EATON VANCE RCHRD BRSTN		2018-06-22	2020-11-13
	134. EATON VANCE RCHRD BRSTN		2018-07-02	2020-11-13
	185.72 EATON VANCE RCHRD BRSTN		2018-07-02	2020-11-13
	82.51 AMERICAN FUNDS EUROPACIFIC GROWTH FUND		2018-12-24	2020-08-12
	374.69 AMERICAN FUNDS EUROPACIFIC GROWTH FUND		2018-12-24	2020-11-12
	108.68 AMERICAN FUNDS EUROPACIFIC GROWTH FUND		2019-02-13	2020-11-13
	1. AMERICAN FUNDS EUROPACIFIC GROWTH FUND		2019-02-13	2020-11-13
	348.66 AMERICAN FUNDS EUROPACIFIC GROWTH FUND		2018-12-24	2020-11-13
	2029.55 FPA NEW INCOME INC		2020-03-12	2020-11-13
	1103.55 ALPS SMITH TOTAL RETURN		2020-01-07	2020-03-12
	2431.18 ALPS SMITH TOTAL RETURN		2020-01-07	2020-11-13
	73. FIRST TRUST US EQUITY OPPORTUNITIES ETF		2019-06-25	2020-03-12
	459. FIRST TRUST US EQUITY OPPORTUNITIES ETF		2019-02-13	2020-03-12
	91. FIRST TRUST US EQUITY OPPORTUNITIES ETF		2019-09-20	2020-03-12
	76. FIRST TRUST US EQUITY OPPORTUNITIES ETF		2019-12-13	2020-03-12
	291.84 HOTCHKIS & WILEY VALUE		2017-12-19	2020-11-12
	285. HOTCHKIS & WILEY VALUE		2018-06-21	2020-11-12
	203.15 HOTCHKIS & WILEY VALUE		2018-08-23	2020-11-12
	1. HOTCHKIS & WILEY VALUE		2018-08-23	2020-11-12
	390.98 HOTCHKIS & WILEY VALUE		2018-12-24	2020-11-13
	1. HOTCHKIS & WILEY VALUE		2018-12-24	2020-11-13
	31.85 HOTCHKIS & WILEY VALUE		2018-08-23	2020-11-13
	1. HOTCHKIS & WILEY VALUE		2018-12-13	2020-11-13
	69. HOTCHKIS & WILEY VALUE		2018-12-13	2020-11-13
	101. HOTCHKIS & WILEY VALUE		2018-12-13	2020-11-13
	25. HOTCHKIS & WILEY VALUE		2018-12-13	2020-11-13
	.15 ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2019-06-25	2020-08-12
	325.98 ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2020-02-20	2020-08-12
	417.84 ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2019-12-13	2020-08-12
	1835.23 ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2018-12-24	2020-08-12
	528.28 ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2019-09-20	2020-08-12
	1. ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2019-06-25	2020-08-12
	1342. ARISTOTLE/SAUL GLOBAL OPPORTUNITIES FUND		2019-06-25	2020-08-12
	81.33 ISHARES CORE DIVIDEND GROWTH ETF		2016-12-20	2020-06-01
	1. ISHARES CORE DIVIDEND GROWTH ETF		2016-12-29	2020-06-01
	309. ISHARES CORE DIVIDEND GROWTH ETF		2017-01-30	2020-06-01
	7.67 ISHARES CORE DIVIDEND GROWTH ETF		2018-06-21	2020-06-01
	738. ISHARES CORE DIVIDEND GROWTH ETF		2017-12-19	2020-06-01
	47. ISHARES CORE DIVIDEND GROWTH ETF		2018-06-21	2020-11-12
	12. ISHARES CORE DIVIDEND GROWTH ETF		2018-07-03	2020-11-13
	215.67 ISHARES CORE DIVIDEND GROWTH ETF		2018-08-23	2020-11-13
	331.33 ISHARES CORE DIVIDEND GROWTH ETF		2018-06-21	2020-11-13
	201.17 MORGAN STANLEY GROWTH		2020-06-01	2020-11-12
	157.24 MORGAN STANLEY GROWTH		2020-06-01	2020-11-13
	9.93 NEUBERGER BERMAN STRATEGIC INCOME FUND		2017-06-20	2020-01-07
	561.36 NEUBERGER BERMAN STRATEGIC INCOME FUND		2018-06-21	2020-01-07
	1. NEUBERGER BERMAN STRATEGIC INCOME FUND		2018-06-21	2020-01-07
	3132. NEUBERGER BERMAN STRATEGIC INCOME FUND		2017-12-19	2020-01-07
	203. NEUBERGER BERMAN STRATEGIC INCOME FUND		2017-10-03	2020-01-07
	2345. NEUBERGER BERMAN STRATEGIC INCOME FUND		2017-07-24	2020-01-07
	1. NEUBERGER BERMAN STRATEGIC INCOME FUND		2017-12-19	2020-01-07
	1509. NEUBERGER BERMAN STRATEGIC INCOME FUND		2018-08-23	2020-03-12
	1. NEUBERGER BERMAN STRATEGIC INCOME FUND		2018-10-05	2020-03-12
	100. NEUBERGER BERMAN STRATEGIC INCOME FUND		2018-10-05	2020-03-12
	1. NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-02-13	2020-03-12
	977.64 NEUBERGER BERMAN STRATEGIC INCOME FUND		2018-06-21	2020-03-12
	1. NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-06-25	2020-03-12
	2268. NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-02-13	2020-03-12
	2433. NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-06-25	2020-03-12
	.09 NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-06-25	2020-03-12
	583.27 NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-08-07	2020-03-12
	413.37 NEUBERGER BERMAN STRATEGIC INCOME FUND		2020-02-20	2020-03-12
	2098.32 NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-12-13	2020-03-12
	2841.25 NEUBERGER BERMAN STRATEGIC INCOME FUND		2019-09-20	2020-03-12
	1937.83 PIMCO SHORT-TERM FUND		2020-06-01	2020-08-12
	28473.59 PIMCO SHORT-TERM FUND		2020-04-07	2020-08-12
	12347.6 PIMCO INCOME FUND		2019-02-13	2020-01-07
	1. PIMCO INCOME FUND		2019-06-25	2020-01-07
	4655. PIMCO INCOME FUND		2019-06-25	2020-01-07
	.6 PIMCO INCOME FUND		2019-06-25	2020-01-07
	3705.32 PIMCO INCOME FUND		2019-09-20	2020-01-07
	2647.12 PIMCO INCOME FUND		2019-12-13	2020-01-07
	793.7 PIMCO LOW DURATION INCOME FUND		2020-02-20	2020-03-12
	23730.42 PIMCO LOW DURATION INCOME FUND		2020-01-07	2020-03-12
	2719. PIMCO DIVERSIFIED INCOME FUND		2019-06-25	2020-03-12
	954.37 PIMCO DIVERSIFIED INCOME FUND		2020-02-20	2020-03-12
	3067.43 PIMCO DIVERSIFIED INCOME FUND		2019-12-13	2020-03-12
	4086.72 PIMCO DIVERSIFIED INCOME FUND		2019-09-20	2020-03-12
	7403.95 PIMCO DIVERSIFIED INCOME FUND		2019-08-07	2020-03-12
	.02 PIMCO DIVERSIFIED INCOME FUND		2019-06-25	2020-03-12
	1. PIMCO DIVERSIFIED INCOME FUND		2019-06-25	2020-03-12
	9651.21 PIMCO DIVERSIFIED INCOME FUND		2019-04-30	2020-03-12
	276.24 PGIM TOTAL RETURN BOND FUND		2019-04-30	2020-08-12
	1993.69 PGIM TOTAL RETURN BOND FUND		2019-04-30	2020-11-13
	2782.44 PUTNAM INCOME FUND		2018-10-05	2020-03-12
	1249.46 PUTNAM INCOME FUND		2018-10-05	2020-11-13
	.93 RIVERNORTH DOUBLE LINE		2019-06-25	2020-04-07
	3927.54 RIVERNORTH DOUBLE LINE		2019-09-20	2020-04-07
	887.8 RIVERNORTH DOUBLE LINE		2020-02-20	2020-04-07
	3696. RIVERNORTH DOUBLE LINE		2019-06-25	2020-04-07
	18133.45 RIVERNORTH DOUBLE LINE		2019-02-13	2020-04-07
	3370.83 RIVERNORTH DOUBLE LINE		2019-12-13	2020-04-07
	602. SPDR GOLD TRUST		2018-10-05	2020-01-10
	124. SPDR GOLD TRUST		2019-06-25	2020-01-10
	110. SPDR GOLD TRUST		2019-09-20	2020-01-10
	126. SPDR GOLD TRUST		2019-12-13	2020-01-10
	113. SPDR GOLD TRUST		2018-10-05	2020-01-10
	94. SPDR GOLD TRUST		2019-02-13	2020-01-10
	94. SPDR GOLD TRUST		2019-02-13	2020-02-05
	124. SPDR GOLD TRUST		2019-06-25	2020-02-05
	110. SPDR GOLD TRUST		2019-09-20	2020-02-05
	126. SPDR GOLD TRUST		2019-12-13	2020-02-05
	602. SPDR GOLD TRUST		2018-10-05	2020-02-05
	113. SPDR GOLD TRUST		2018-10-05	2020-02-05
	602. SPDR GOLD TRUST		2018-10-05	2020-03-13
	124. SPDR GOLD TRUST		2019-06-25	2020-03-13
	126. SPDR GOLD TRUST		2019-12-13	2020-03-13
	110. SPDR GOLD TRUST		2019-09-20	2020-03-13
	94. SPDR GOLD TRUST		2019-02-13	2020-03-13
	113. SPDR GOLD TRUST		2018-10-05	2020-03-13
	113. SPDR GOLD TRUST		2018-10-05	2020-04-07
	110. SPDR GOLD TRUST		2019-09-20	2020-04-07
	126. SPDR GOLD TRUST		2019-12-13	2020-04-07
	150. SPDR GOLD TRUST		2020-03-12	2020-04-07
	124. SPDR GOLD TRUST		2019-06-25	2020-04-07
	94. SPDR GOLD TRUST		2019-02-13	2020-04-07
	602. SPDR GOLD TRUST		2018-10-05	2020-04-07
	94. SPDR GOLD TRUST		2019-02-13	2020-05-12
	110. SPDR GOLD TRUST		2019-09-20	2020-05-12
	150. SPDR GOLD TRUST		2020-03-12	2020-05-12
	126. SPDR GOLD TRUST		2019-12-13	2020-05-12
	124. SPDR GOLD TRUST		2019-06-25	2020-05-12
	602. SPDR GOLD TRUST		2018-10-05	2020-05-12
	113. SPDR GOLD TRUST		2018-10-05	2020-05-12
	113. SPDR GOLD TRUST		2018-10-05	2020-06-10
	110. SPDR GOLD TRUST		2019-09-20	2020-06-10
	150. SPDR GOLD TRUST		2020-03-12	2020-06-10
	126. SPDR GOLD TRUST		2019-12-13	2020-06-10
	124. SPDR GOLD TRUST		2019-06-25	2020-06-10
	94. SPDR GOLD TRUST		2019-02-13	2020-06-10
	602. SPDR GOLD TRUST		2018-10-05	2020-06-10
	94. SPDR GOLD TRUST		2019-02-13	2020-07-10
	124. SPDR GOLD TRUST		2019-06-25	2020-07-10
	150. SPDR GOLD TRUST		2020-03-12	2020-07-10
	110. SPDR GOLD TRUST		2019-09-20	2020-07-10
	126. SPDR GOLD TRUST		2019-12-13	2020-07-10
	602. SPDR GOLD TRUST		2018-10-05	2020-07-10
	113. SPDR GOLD TRUST		2018-10-05	2020-07-10
	113. SPDR GOLD TRUST		2018-10-05	2020-08-11
	110. SPDR GOLD TRUST		2019-09-20	2020-08-11
	150. SPDR GOLD TRUST		2020-03-12	2020-08-11
	126. SPDR GOLD TRUST		2019-12-13	2020-08-11
	124. SPDR GOLD TRUST		2019-06-25	2020-08-11
	94. SPDR GOLD TRUST		2019-02-13	2020-08-11
	602. SPDR GOLD TRUST		2018-10-05	2020-08-11
	94. SPDR GOLD TRUST		2019-02-13	2020-09-15
	124. SPDR GOLD TRUST		2019-06-25	2020-09-15
	150. SPDR GOLD TRUST		2020-03-12	2020-09-15
	126. SPDR GOLD TRUST		2019-12-13	2020-09-15
	110. SPDR GOLD TRUST		2019-09-20	2020-09-15
	113. SPDR GOLD TRUST		2018-10-05	2020-09-15
	602. SPDR GOLD TRUST		2018-10-05	2020-09-15
	113. SPDR GOLD TRUST		2018-10-05	2020-10-15
	124. SPDR GOLD TRUST		2019-06-25	2020-10-15
	150. SPDR GOLD TRUST		2020-03-12	2020-10-15
	126. SPDR GOLD TRUST		2019-12-13	2020-10-15
	110. SPDR GOLD TRUST		2019-09-20	2020-10-15
	602. SPDR GOLD TRUST		2018-10-05	2020-10-15
	94. SPDR GOLD TRUST		2019-02-13	2020-10-15
	113. SPDR GOLD TRUST		2018-10-05	2020-11-13
	602. SPDR GOLD TRUST		2018-10-05	2020-11-17
	110. SPDR GOLD TRUST		2019-09-20	2020-11-17
	126. SPDR GOLD TRUST		2019-12-13	2020-11-17
	150. SPDR GOLD TRUST		2020-03-12	2020-11-17
	124. SPDR GOLD TRUST		2019-06-25	2020-11-17
	94. SPDR GOLD TRUST		2019-02-13	2020-11-17
	602. SPDR GOLD TRUST		2018-10-05	2020-12-04
	124. SPDR GOLD TRUST		2019-06-25	2020-12-04
	126. SPDR GOLD TRUST		2019-12-13	2020-12-04
	150. SPDR GOLD TRUST		2020-03-12	2020-12-04
	110. SPDR GOLD TRUST		2019-09-20	2020-12-04
	94. SPDR GOLD TRUST		2019-02-13	2020-12-04
	179.17 VANGUARD DIVIDEND APPRECIATION ETF		2017-12-19	2020-06-01
	29.83 VANGUARD DIVIDEND APPRECIATION ETF		2016-12-20	2020-06-01
	1. VANGUARD DIVIDEND APPRECIATION ETF		2016-12-30	2020-06-01
	101. VANGUARD DIVIDEND APPRECIATION ETF		2017-01-30	2020-06-01
	35. VANGUARD DIVIDEND APPRECIATION ETF		2017-10-03	2020-06-01
	59. VANGUARD DIVIDEND APPRECIATION ETF		2017-12-19	2020-11-12
	8.83 VANGUARD DIVIDEND APPRECIATION ETF		2017-12-19	2020-11-13
	26.17 VANGUARD DIVIDEND APPRECIATION ETF		2018-08-23	2020-11-13
	4. VANGUARD DIVIDEND APPRECIATION ETF		2018-07-05	2020-11-13
	131. VANGUARD DIVIDEND APPRECIATION ETF		2018-06-21	2020-11-13
	685.51 VANGUARD TOTAL INTERNATIONAL STOCK ETF		2017-12-19	2020-03-12
	593.49 VANGUARD TOTAL INTERNATIONAL STOCK ETF		2016-12-20	2020-03-12
	57.51 VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-06-21	2020-06-01
	47. VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-06-18	2020-06-01
	849.49 VANGUARD TOTAL INTERNATIONAL STOCK ETF		2017-12-19	2020-06-01
	10. VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-01-03	2020-06-01
	493. VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-06-21	2020-10-27
	241. VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-06-21	2020-11-12
	616.51 VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-08-23	2020-11-13
	51. VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-06-28	2020-11-13
	16.49 VANGUARD TOTAL INTERNATIONAL STOCK ETF		2018-06-21	2020-11-13
	32. VANGUARD TOTAL BOND MARKET ETF		2020-03-12	2020-08-12
	128. VANGUARD TOTAL BOND MARKET ETF		2020-03-12	2020-11-13
	656. VANGUARD INTERNATIONAL		2019-02-13	2020-06-01
	150. VANGUARD INTERNATIONAL		2019-02-13	2020-11-12
	288. VANGUARD INTERNATIONAL		2019-02-13	2020-11-13
	660. VANGUARD TOTAL STOCK MARKET ETF		2012-09-24	2020-03-12
	564. VANGUARD TOTAL STOCK MARKET ETF		2012-09-24	2020-06-01
	103. VANGUARD TOTAL STOCK MARKET ETF		2012-09-24	2020-08-12
	275. VANGUARD TOTAL STOCK MARKET ETF		2012-09-24	2020-10-27
	49. VANGUARD TOTAL STOCK MARKET ETF		2012-09-24	2020-11-12
	342. VANGUARD TOTAL STOCK MARKET ETF		2012-09-24	2020-11-13
	7.57 AMER FUNDS WASHINGTON		2020-04-24	2020-11-12
	99.56 AMER FUNDS WASHINGTON		2018-12-24	2020-11-12
	432.83 AMER FUNDS WASHINGTON		2018-12-24	2020-11-13
	27.27 WISDOMTREE US QUALITY DIVIDEND GROWTH		2015-12-11	2020-06-01
	2. WISDOMTREE US QUALITY DIVIDEND GROWTH		2016-08-04	2020-06-01
	39. WISDOMTREE US QUALITY DIVIDEND GROWTH		2016-08-23	2020-06-01
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2016-11-29	2020-06-01
	214. WISDOMTREE US QUALITY DIVIDEND GROWTH		2016-12-20	2020-06-01
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2017-01-04	2020-06-01
	602. WISDOMTREE US QUALITY DIVIDEND GROWTH		2017-12-19	2020-06-01
	83.73 WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-06-21	2020-06-01
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2016-08-01	2020-06-01
	150. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-06-21	2020-11-12
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-10-01	2020-11-13
	3. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-07-30	2020-11-13
	229. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-08-23	2020-11-13
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-08-27	2020-11-13
	2. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-08-27	2020-11-13
	105.57 WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-12-24	2020-11-13
	.16 WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-12-10	2020-11-13
	3. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-11-27	2020-11-13
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-11-27	2020-11-13
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-07-30	2020-11-13
	1. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-06-29	2020-11-13
	4. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-06-29	2020-11-13
	93.27 WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-06-21	2020-11-13
	6. WISDOMTREE US QUALITY DIVIDEND GROWTH		2018-10-01	2020-11-13
	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
	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
	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
	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	6,307	5,564	743
b	1,356	1,152	204
c	3,976	3,264	712
d	5,408	4,421	987
e	6,788	4,723	2,065
	22,366	15,375	6,991
	533	501	32
	595	575	20
	584	573	11
	562	549	13
	172	168	4
	697	639	58
	38	34	4
	571	523	48
	2,399	1,944	455
	5,191	4,108	1,083
	1,594	2,235	-641
	3,848	5,298	-1,450
	5,125	6,614	-1,489
	15	19	-4
	24,334	30,117	-5,783
	6,474	8,145	-1,671
	3,652	3,430	222
	50,351	48,450	1,901
	11	11
	52,675	52,533	142
	7	7
	55,379	55,479	-100
	48,946	48,902	44
	197,699	187,743	9,956
	7,406	7,073	333
	2,060		2,060
	2,239	2,011	228
	217	195	22
	18	18
	6,616	5,875	741
	8,099	7,192	907
	842	748	94
	92	81	11
	18	17	1
	2,454	2,105	349
	3,400	2,918	482
	4,752	3,577	1,175
	23,429	16,243	7,186
	6,862	5,291	1,571
	63	46	17
	22,015	15,115	6,900
	20,316	20,377	-61
	12,051	12,018	33
	28,104	26,476	1,628
	4,543	5,639	-1,096
	28,568	32,786	-4,218
	5,664	7,134	-1,470
	4,730	5,996	-1,266
	7,795	8,463	-668
	7,612	8,684	-1,072
	5,426	6,444	-1,018
	27	27
	10,697	8,844	1,853
	27	24	3
	872	1,010	-138
	27	27
	1,888	1,713	175
	2,763	2,508	255
	684	655	29
	2	2
	4,133	4,215	-82
	5,298	5,277	21
	23,271	18,811	4,460
	6,699	6,815	-116
	13	12	1
	17,017	16,869	148
	3,075	2,392	683
	38	28	10
	11,683	9,048	2,635
	290	267	23
	27,903	25,718	2,185
	1,990	1,639	351
	518	410	108
	9,311	7,917	1,394
	14,305	11,554	2,751
	17,685	13,014	4,671
	13,727	10,172	3,555
	110	110
	6,231	6,008	223
	11	11
	34,765	34,677	88
	2,253	2,260	-7
	26,030	26,077	-47
	11	11
	15,422	16,209	-787
	10	11	-1
	1,022	1,066	-44
	10	11	-1
	9,992	10,463	-471
	10	11	-1
	23,179	24,217	-1,038
	24,865	26,645	-1,780
	1	1
	5,961	6,383	-422
	4,225	4,609	-384
	21,445	23,207	-1,762
	29,038	31,280	-2,242
	19,049	18,816	233
	279,895	271,353	8,542
	148,789	147,183	1,606
	12	12
	56,093	56,372	-279
	7	7
	44,649	44,279	370
	31,898	31,845	53
	6,477	6,818	-341
	193,640	203,370	-9,730
	28,468	30,235	-1,767
	9,992	10,823	-831
	32,116	34,325	-2,209
	42,788	45,608	-2,820
	77,519	82,776	-5,257

	10	11	-1
	101,048	105,102	-4,054
	4,135	3,957	178
	29,706	28,557	1,149
	20,701	19,032	1,669
	9,396	8,546	850
	9	9
	37,076	40,689	-3,613
	8,381	9,357	-976
	34,890	38,143	-3,253
	171,180	182,060	-10,880
	31,821	34,821	-3,000
	29	22	7
	6	5	1
	5	5
	6	6
	5	4	1
	5	4	1
	5	4	1
	6	6
	5	5
	6	6
	29	23	6
	5	4	1
	28	22	6
	6	5	1
	6	6
	5	5
	4	4
	5	4	1
	5	4	1
	5	5
	6	5	1
	7	7
	6	5	1
	5	4	1
	29	21	8
	5	4	1
	5	5
	7	7
	6	5	1
	6	5	1
	29	21	8
	5	4	1
	6	4	2
	6	5	1
	8	7	1
	7	6	1
	7	5	2
	5	4	1
	32	22	10
	5	3	2
	6	5	1
	8	7	1
	6	5	1
	6	5	1
	31	20	11
	6	4	2
	6	4	2
	6	5	1
	8	7	1
	7	5	2
	7	5	2
	5	4	1
	34	21	13
	6	4	2
	8	6	2
	9	8	1
	8	6	2
	7	5	2
	7	4	3
	38	23	15
	7	4	3
	7	5	2
	9	7	2
	7	6	1
	6	5	1
	35	22	13
	5	4	1
	20,005	12,760	7,245
	38	24	14
	7	6	1
	8	6	2
	9	8	1
	8	6	2
	6	4	2
	36	24	12
	7	6	1
	8	6	2
	9	8	1
	7	5	2
	6	4	2
	21,113	18,355	2,758
	3,515	2,590	925
	118	82	36
	11,902	8,764	3,138
	4,124	3,335	789
	8,006	6,044	1,962
	1,218	905	313
	3,607	2,835	772
	551	404	147
	18,059	13,523	4,536
	27,894	38,805	-10,911
	24,150	27,132	-2,982
	2,776	3,152	-376
	2,269	2,614	-345
	41,006	48,087	-7,081
	483	566	-83
	25,919	27,016	-1,097
	13,495	13,207	288
	34,903	33,131	1,772
	2,887	2,706	181
	933	904	29
	2,841	2,568	273
	11,241	10,271	970
	43,105	40,501	2,604
	11,556	9,261	2,295
	22,397	17,781	4,616
	82,968	49,167	33,801
	87,311	42,015	45,296
	17,627	7,673	9,954
	47,659	20,486	27,173
	8,851	3,650	5,201
	62,708	25,477	37,231
	366		366
	4,816	3,851	965
	21,235	16,742	4,493
	1,221	820	401
	90	65	25
	1,746	1,283	463
	45	32	13
	9,578	7,213	2,365
	45	33	12
	26,945	25,090	1,855
	3,748	3,487	261
	45	30	15
	7,723	6,246	1,477
	52	44	8
	157	127	30
	11,983	9,940	2,043
	52	43	9
	105	87	18
	5,524	3,822	1,702
	8	6	2
	157	121	36
	52	41	11
	52	42	10
	52	45	7
	209	163	46
	4,881	3,884	997
	314	265	49
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416
			29,416

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			743
b			204
c			712
d			987
e			2,065
			6,991
			32
			20
			11
			13
			4
			58
			4
			48
			455
			1,083
			-641
			-1,450
			-1,489
			-4
			-5,783
			-1,671
			222
			1,901

			142

			-100
			44
			9,956
			333
			2,060
			228
			22

			741
			907
			94
			11
			1
			349
			482
			1,175
			7,186
			1,571
			17
			6,900
			-61
			33
			1,628
			-1,096
			-4,218
			-1,470
			-1,266
			-668
			-1,072
			-1,018

			1,853
			3
			-138

			175
			255
			29

			-82
			21
			4,460
			-116
			1
			148
			683
			10
			2,635
			23
			2,185
			351
			108
			1,394
			2,751
			4,671
			3,555

			223

			88
			-7
			-47

			-787
			-1
			-44
			-1
			-471
			-1
			-1,038
			-1,780

			-422
			-384
			-1,762
			-2,242
			233
			8,542
			1,606

			-279

			370
			53
			-341
			-9,730
			-1,767
			-831
			-2,209
			-2,820
			-5,257

			-1
			-4,054
			178
			1,149
			1,669
			850

			-3,613
			-976
			-3,253
			-10,880
			-3,000
			7
			1


			1
			1
			1



			6
			1
			6
			1



			1
			1

			1

			1
			1
			8
			1


			1
			1
			8
			1
			2
			1
			1
			1
			2
			1
			10
			2
			1
			1
			1
			1
			11
			2
			2
			1
			1
			2
			2
			1
			13
			2
			2
			1
			2
			2
			3
			15
			3
			2
			2
			1
			1
			13
			1
			7,245
			14
			1
			2
			1
			2
			2
			12
			1
			2
			1
			2
			2
			2,758
			925
			36
			3,138
			789
			1,962
			313
			772
			147
			4,536
			-10,911
			-2,982
			-376
			-345
			-7,081
			-83
			-1,097
			288
			1,772
			181
			29
			273
			970
			2,604
			2,295
			4,616
			33,801
			45,296
			9,954
			27,173
			5,201
			37,231
			366
			965
			4,493
			401
			25
			463
			13
			2,365
			12
			1,855
			261
			15
			1,477
			8
			30
			2,043
			9
			18
			1,702
			2
			36
			11
			10
			7
			46
			997
			49

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	228,090
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	4,363
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	4,363
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	4,363
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,500
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	2,500
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	1,863
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?

Yes

Website address bullet

The books are in care of bullet

BANK OF AMERICA NA Telephone no. bullet

(212) 852-3049

Located at bullet

114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4 bullet

100361510

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
RONALD D SUGAR	TRUSTEE 1	0
228 COPA DE ORO RD LOS ANGELES,CA900773804	TRUSTEE 1	0
VALERIE S SUGAR	TRUSTEE 1	0
228 COPA DE ORO RD LOS ANGELES,CA900773804	TRUSTEE 1	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

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


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

5,324,809

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

117,933

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

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

5,442,742

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

5,442,742

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

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

81,641

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

5,361,101

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

268,055

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

268,055

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

4,363

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

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

4,363

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

263,692

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

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

263,692

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

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

263,692

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 ..........

923,402

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

923,402

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

923,402

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					263,692
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	276,654
b From 2016......	900,927
c From 2017......	586,772
d From 2018......	507,170
e From 2019......	141,894
fTotal of lines 3a through e........		2,413,417
4Qualifying distributions for 2020 from Part
XII, line 4: $ 923,402
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					263,692
e Remaining amount distributed out of corpus		659,710
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		3,073,127
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		276,654
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		2,796,473
10 Analysis of line 9:
a Excess from 2016....	900,927
b Excess from 2017....	586,772
c Excess from 2018....	507,170
d Excess from 2019....	141,894
e Excess from 2020....	659,710

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
CONNECTING CULTURES MOBILE MUSEUM 2558 AIKEN AVENUE LOS ANGELES,CA900643306	N/A	PC	UNRESTRICTED GENERAL	500
UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK LOS ANGELES,CA900890001	N/A	PC	UNRESTRICTED GENERAL	110,000
LOS ANGELES PHILHARMONIC ASSOCIATION 151 S GRAND AVENUE LOS ANGELES,CA900123034	N/A	PC	UNRESTRICTED GENERAL	160,000
THE UCLA FOUNDATION 10920 WILSHIRE BLVD STE 900 LOS ANGELES,CA900246506	N/A	PC	UNRESTRICTED GENERAL	620,000
ALLIANCE FOR COLLEGE READY PUBLIC SCHOOL 601 S FIGUEROA STREET 4TH FL LOS ANGELES,CA900173917	N/A	PC	UNRESTRICTED GENERAL	10,000
Total ................................. 3a				900,500

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	119,013
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	228,090
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)..				347,103

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

347,103

(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

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
921908844 VANGUARD DIVIDEND AP	AT COST	143,640	191,403
74441K503 PRUDENTIAL JENNISON
29875E100 AMERICAN FUNDS EUROP	AT COST	233,233	316,259
461418287 ARISTOTLE/SAUL GLOBA
44134R834 HOTCHKIS & WILEY VAL	AT COST	187,858	208,136
09252M883 BLACKROCK BOND FUND
73937B746 POWERSHARES KBW BANK
73936T763 POWERSHARES FTSE RAF
464288448 SHARES DJ EPAC SEL D
464286525 ISHARES TRUST SHS IS
09252X509 BLACKROCK WORLD
00768D798 POPLAR FOREST PARTNE
00766Y299 KOPERNIK GLOBAL ALL-	AT COST	44,453	59,828
921909768 VANGUARD TOTAL INTER	AT COST	294,650	341,859
72201M867 PIMCO ALL ASSET
72201M719 PIMCO INCOME FUND
277902573 EATON VANCE RCHRD BR	AT COST	182,099	220,336
64128K751 NEUBERGER BERMAN STR
56166Y404 TORTOISE MLP &
543916464 LORD ABBETT SHORT
46434V621 ISHARES CORE DIVIDEN	AT COST	149,727	193,951
97717X669 WISDOMTREE US QUALIT	AT COST	144,165	192,606
92647K507 VICTORY MUNDER INTL
74441J829 PRUDENTIAL ABSOLUTE
577130867 MATTHEWS ASIA PACIFI
92913L684 VOYA INTERMEDIATE
922908769 VANGUARD TOTAL STOCK	AT COST	313,834	534,908
44134R800 HOTCHKIS & WILEY FDS
939330825 AMER FUNDS WASHINGTO	AT COST	202,921	223,263
92189F106 VANECK VECTORS GOLD
90386H404 LYRICAL US VALUE EQU
464285105 ISHARES COMEX GOLD T
317609295 SEAFARER OVERSEAS GR
023375827 AMERICAN AMCAP FUND	AT COST	182,070	224,433
76881N202 RIVERNORTH DOUBLE LI
74441P866 PRUDENTIAL JENNISON
74676P698 PUTNAM SHORT DURATIO	AT COST	56,702	57,019
46138E628 INVESCO KBW BANK ETF
746792407 PUTNAM INCOME FUND	AT COST	115,616	118,617
46434G855 ISHARES MSCI GLOBAL
22544R305 CREDIT SUISSE COMMOD
302544101 FPA NEW INCOME INC	AT COST	280,165	279,580
78463V107 SPDR GOLD TRUST	AT COST	151,685	215,102
72201M594 PIMCO SHORT-TERM FUN
246248587 DELAWARE DIVERSIFIED
46138E727 INVESCO FTSE RAFI
258620301 DOUBLELINE CORE FIXE
33734X127 FIRST TR ENERGY ALPH
46432F834 ISHARES CORE MSCI TO
72201M792 PIMCO FLOATING INCOM
336920103 FIRST TRUST US EQUIT
74440B405 PGIM TOTAL RETURN BO	AT COST	450,455	463,083
72201M826 PIMCO DIVERSIFIED IN
921946810 VANGUARD INTERNATION	AT COST	146,393	195,499
14064D865 FULLER & THALER BEHV	AT COST	64,262	76,647
31761R393 ALPS SMITH TOTAL RET	AT COST	514,474	537,743
04314H717 ARTISAN HIGH INCOME	AT COST	101,250	113,272
72201M743 PIMCO GNMA FUND CL P	AT COST	274,955	276,402
61744J861 MORGAN STANLEY GROWT	AT COST	104,027	141,844
921937835 VANGUARD TOTAL BOND	AT COST	170,670	187,580
06828M801 BARON REAL ESTATE FU	AT COST	46,641	60,789

Category	Amount	Net Investment Income
FOREIGN TAXES	818	818
STATE FILING FEE	10	0
EXCISE TAX - PRIOR YEAR	4,048	0
EXCISE TAX ESTIMATES	2,500	0
FOREIGN TAXES ON NONQUALIFIED	378	378

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
OTHER INVESTMENT FEE	150	150	0
STATE FILING FEE	10	0	10
INVSTMT EXPENSE	815	815	0