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
MARY E D SHAW FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

87-6116370
B Telephone number (see instructions)

(888) 730-4933
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$15,143,713J 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... 278,142 278,078  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 683,684
b Gross sales price for all assets on line 6a 1,868,698
7 Capital gain net income (from Part IV, line 2)... 683,684
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)....... Click to see attachment 56 56  
12 Total. Add lines 1 through 11........ 961,882 961,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 81,755 32,702   49,053
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,053 623   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,808 33,325 0 49,053
25 Contributions, gifts, grants paid....... 630,000 630,000
26 Total expenses and disbursements. Add lines 24 and 25 721,808 33,325 0 679,053
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 240,074
b Net investment income (if negative, enter -0-) 928,493
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.............      
2 Savings and temporary cash investments......... 211,017 138,626 138,626
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).......   Click to see attachment2,550,244 8,624,212
c Investments—corporate bonds (attach schedule).......   Click to see attachment4,821,530 5,023,270
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,107,203 Click to see attachment1,046,885 1,357,605
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) 8,318,220 8,557,285 15,143,713
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........ 8,318,220 8,557,285
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)..... 8,318,220 8,557,285
30 Total liabilities and net assets/fund balances (see instructions). 8,318,220 8,557,285
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
8,318,220
2
Enter amount from Part I, line 27a .....................
2
240,074
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
305
4
Add lines 1, 2, and 3 ..........................
4
8,558,599
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,314
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,557,285
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 250. ACCENTURE PLC   2010-04-22 2020-01-13
b 300000. US TREASURY NOTE 3.625% 2/15/20     2020-02-15
c 840. OCCIDENTAL PETE CORP     2020-03-11
d 590. ROYAL CARRIBEAN CRUISE   2011-08-17 2020-03-16
e 550. SCHLUMBERGER LTD   2010-04-22 2020-03-24
605. SCHLUMBERGER LTD   2019-12-05 2020-03-24
1095. BANK OF AMERICA CORP     2020-04-17
720. CITIGROUP INC.   2015-01-22 2020-04-17
235. PNC FINANCIAL SERVICES GROUP   2010-04-22 2020-04-17
410. TRUIST FINANCIAL CORP   2010-04-22 2020-04-17
585. US BANCORP   2003-10-28 2020-04-17
1055. GILEAD SCIENCES INC   2013-06-06 2020-04-30
465. ALLERGAN PLC   2013-10-02 2020-05-08
125. GOLDMAN SACHS GROUP INC   2010-04-22 2020-05-14
60. JPMORGAN CHASE & CO   2003-09-10 2020-05-14
160. JPMORGAN CHASE & CO   2019-10-25 2020-05-14
215. PNC FINANCIAL SERVICES GROUP   2010-04-22 2020-05-14
635. US BANCORP   2003-10-28 2020-05-14
.69 ABBVIE INC   2020-05-08 2020-05-28
275. MOHAWK INDS INC COM     2020-06-09
75. APPLE INC   2010-04-22 2020-09-02
842. PHILLIPS 66     2020-11-18
.5103 VIATRIS INC   1970-12-21 2020-12-02
235. AT & T INC   2018-07-19 2020-12-10
45. ABBVIE INC   2020-05-11 2020-12-10
80. ADOBE SYS INC   2013-01-15 2020-12-10
80. ALLSTATE CORP   2003-10-28 2020-12-10
15. ALPHABET INC CL C   2014-05-20 2020-12-10
20. AMAZON COM INC COM   2010-04-22 2020-12-10
40. AMERICAN EXPRESS CO   2019-10-25 2020-12-10
25. AMGEN INC   2019-08-26 2020-12-10
100. ANALOG DEVICES INC   2018-02-01 2020-12-10
595. APPLE INC   2010-04-22 2020-12-10
25. AUTOMATIC DATA PROCESSING INC   2017-01-20 2020-12-10
455. BANK OF AMERICA CORP   2013-03-26 2020-12-10
60. BERKSHIRE HATHAWAY INC.   2012-08-06 2020-12-10
50. BOEING CO   2010-04-22 2020-12-10
170. BRISTOL MYERS SQUIBB CO   2019-11-22 2020-12-10
20. BROADCOM INC   2020-09-15 2020-12-10
60. CARRIER GLOBAL CORP   2007-01-03 2020-12-10
40. CATERPILLAR INC   2010-04-22 2020-12-10
5. CHARTER COMMUNICATIONS INC-A   2019-05-30 2020-12-10
100. CHEVRON CORP     2020-12-10
175. CISCO SYSTEMS INC   2010-04-22 2020-12-10
85. CITIGROUP INC.   2015-01-22 2020-12-10
135. COCA COLA CO   2010-04-22 2020-12-10
220. CONOCOPHILLIPS   2020-11-18 2020-12-10
55. COSTCO WHOLESALE CORP     2020-12-10
70. DANAHER CORP   2011-08-03 2020-12-10
35. DEERE & CO   2017-03-17 2020-12-10
85. WALT DISNEY CO   2010-04-22 2020-12-10
40. DOW INC   1988-04-06 2020-12-10
65. DUKE ENERGY HOLDING CORP. COM   2013-08-22 2020-12-10
40. DUPONT DE NEMOURS INC   1988-04-06 2020-12-10
55. EQUITY RESIDENTIAL PPTYS TR SH BEN   2010-04-22 2020-12-10
115. EXXON MOBIL CORPORATION   1978-03-16 2020-12-10
50. FACEBOOK INC   2017-06-13 2020-12-10
40. FEDEX CORPORATION   2011-08-17 2020-12-10
95. FISERV INC   2020-01-13 2020-12-10
35. FORTIVE CORP   2011-08-03 2020-12-10
105. GENERAL ELECTRIC CO   1976-12-29 2020-12-10
220. GENERAL MOTORS CO   2020-02-07 2020-12-10
20. GOLDMAN SACHS GROUP INC   2010-04-22 2020-12-10
175. HP INC   2017-04-27 2020-12-10
235. HEWLETT PACKARD ENTERPRISE CO   2017-03-17 2020-12-10
95. HOME DEPOT INC   2011-08-03 2020-12-10
65. HONEYWELL INTERNATIONAL INC   2016-02-18 2020-12-10
210. INTEL CORP   1992-06-10 2020-12-10
40. INTERNATIONAL BUSINESS MACHS CORP   1980-10-08 2020-12-10
195. JPMORGAN CHASE & CO   2003-09-10 2020-12-10
95. JOHNSON & JOHNSON     2020-12-10
60. KILROY REALTY CORP COM   2020-02-26 2020-12-10
155. LENNAR CORPORATION CLASS A COMMON   2010-04-26 2020-12-10
75. LOWES COS INC   2020-06-09 2020-12-10
55. MCDONALDS CORP   2003-09-10 2020-12-10
110. MERCK & CO INC NEW   2019-03-04 2020-12-10
300. MICROSOFT CORP   2016-05-13 2020-12-10
170. MONDELEZ INTERNATIONAL INC     2020-12-10
185. MORGAN STANLEY   2010-04-22 2020-12-10
35. MOTOROLA SOLUTIONS, INC.   2020-05-14 2020-12-10
5. NETFLIX.COM INC   2019-05-21 2020-12-10
105. ORACLE CORPORATION   2009-06-01 2020-12-10
30. OTIS WORLDWIDE CORP   2007-01-03 2020-12-10
70. PNC FINANCIAL SERVICES GROUP   2010-04-22 2020-12-10
80. PAYPAL HOLDINGS INC   2011-04-20 2020-12-10
55. PEPSICO INC   2016-09-08 2020-12-10
185. PFIZER INC   1970-12-21 2020-12-10
90. PROCTER & GAMBLE CO   1991-02-22 2020-12-10
70. PROLOGIS INC   2018-07-19 2020-12-10
120. QUALCOMM INC   2020-09-15 2020-12-10
60. RAYTHEON TECHNOLOGIES CORP   2007-01-03 2020-12-10
35. ROYAL DUTCH SHELL PLC ADR   2017-02-28 2020-12-10
30. SALESFORCE COM INC   2018-02-01 2020-12-10
30. SHERWIN WILLIAMS CO   2015-08-12 2020-12-10
90. SYNCHRONY FINANCIAL   2017-03-17 2020-12-10
35. THERMO FISHER SCIENTIFIC INC   2017-05-01 2020-12-10
155. TRUIST FINANCIAL CORP   2010-04-22 2020-12-10
160. US BANCORP     2020-12-10
95. UNION PACIFIC CORP   2010-04-22 2020-12-10
105. UNITED AIRLINES HOLDINGS INC.   2010-04-22 2020-12-10
65. UNITEDHEALTH GROUP INC   2010-12-09 2020-12-10
175. VERIZON COMMUNICATIONS   2020-01-13 2020-12-10
25. VIATRIS INC   1970-12-21 2020-12-10
15. VONTIER CORP   2011-08-03 2020-12-10
85. WAL MART STORES INC   2010-04-22 2020-12-10
175. ZOETIS INC   2013-07-03 2020-12-10
50. ACCENTURE PLC   2010-04-22 2020-12-10
20. CHUBB LTD   2018-02-01 2020-12-10
192. VIATRIS INC   1970-12-21 2020-12-14
109. VONTIER CORP   2011-08-03 2020-12-14
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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 52,265   10,933 41,332
b 300,000   297,177 2,823
c 11,091   65,340 -54,249
d 18,844   14,692 4,152
e 7,652   37,304 -29,652
8,418   21,851 -13,433
24,886   13,525 11,361
31,534   35,424 -3,890
22,999   15,916 7,083
13,149   13,827 -678
20,004   15,593 4,411
88,822   52,951 35,871
89,854   66,960 22,894
20,788   19,650 1,138
5,008   2,014 2,994
13,355   20,085 -6,730
20,200   14,561 5,639
18,219   16,925 1,294
63   58 5
30,270   51,066 -20,796
9,804   693 9,111
53,972   19,344 34,628
9     9
7,211   7,416 -205
4,817   3,790 1,027
38,011   3,056 34,955
8,405   3,149 5,256
26,583   7,949 18,634
62,186   2,970 59,216
4,853   4,673 180
5,693   5,099 594
14,145   9,229 4,916
73,413   5,498 67,915
4,291   2,584 1,707
13,098   5,583 7,515
13,605   5,148 8,457
11,738   3,762 7,976
10,215   9,590 625
8,194   7,390 804
2,259   711 1,548
7,117   2,670 4,447
3,276   1,890 1,386
9,215   11,270 -2,055
7,736   4,732 3,004
5,123   4,182 941
7,162   3,663 3,499
9,572   8,598 974
20,490   5,376 15,114
15,691   2,460 13,231
8,779   3,880 4,899
13,055   3,095 9,960
2,166   415 1,751
5,953   4,297 1,656
2,661   609 2,052
3,301   2,383 918
5,003   329 4,674
13,823   7,547 6,276
11,596   3,161 8,435
10,899   11,188 -289
2,410   653 1,757
1,187   3 1,184
9,411   7,457 1,954
4,886   3,144 1,742
4,073   3,291 782
2,857   3,111 -254
25,174   3,106 22,068
13,747   6,637 7,110
10,552   330 10,222
5,011   688 4,323
23,371   6,544 16,827
14,431   11,887 2,544
3,692   4,884 -1,192
11,263   3,161 8,102
11,984   9,729 2,255
11,408   1,283 10,125
9,113   8,910 203
63,324   15,521 47,803
9,728   4,576 5,152
11,804   5,807 5,997
6,037   4,388 1,649
2,504   1,774 730
6,264   2,099 4,165
1,933   995 938
9,989   4,741 5,248
17,244   1,541 15,703
7,953   5,880 2,073
7,742   176 7,566
12,214   927 11,287
6,742   4,427 2,315
18,893   13,940 4,953
4,361   2,100 2,261
1,337   1,815 -478
6,639   3,395 3,244
21,589   8,201 13,388
2,959   3,183 -224
16,422   5,852 10,570
7,371   5,227 2,144
7,332   3,772 3,560
19,158   3,629 15,529
5,168   2,131 3,037
22,109   2,382 19,727
10,580   10,359 221
441   11 430
475   121 354
12,475   4,612 7,863
27,701   5,135 22,566
12,309   2,187 10,122
3,072   3,103 -31
3,290   81 3,209
3,482   877 2,605
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      946
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       41,332
b       2,823
c       -54,249
d       4,152
e       -29,652
      -13,433
      11,361
      -3,890
      7,083
      -678
      4,411
      35,871
      22,894
      1,138
      2,994
      -6,730
      5,639
      1,294
      5
      -20,796
      9,111
      34,628
      9
      -205
      1,027
      34,955
      5,256
      18,634
      59,216
      180
      594
      4,916
      67,915
      1,707
      7,515
      8,457
      7,976
      625
      804
      1,548
      4,447
      1,386
      -2,055
      3,004
      941
      3,499
      974
      15,114
      13,231
      4,899
      9,960
      1,751
      1,656
      2,052
      918
      4,674
      6,276
      8,435
      -289
      1,757
      1,184
      1,954
      1,742
      782
      -254
      22,068
      7,110
      10,222
      4,323
      16,827
      2,544
      -1,192
      8,102
      2,255
      10,125
      203
      47,803
      5,152
      5,997
      1,649
      730
      4,165
      938
      5,248
      15,703
      2,073
      7,566
      11,287
      2,315
      4,953
      2,261
      -478
      3,244
      13,388
      -224
      10,570
      2,144
      3,560
      15,529
      3,037
      19,727
      221
      430
      354
      7,863
      22,566
      10,122
      -31
      3,209
      2,605
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 683,684
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 12,906
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 12,906
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 12,906
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,524
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 10,524
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 2,382
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletUT
    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 addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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
    BRYAN STROMBERG DIRECTOR
    2     		5,800    
    1145 EAST 5575 SOUTH
    OGDEN,UT84405
    JACK LAMPROS DIRECTOR
    2     		5,800    
    5890 TRAILWINDS DRIVE APT 525
    FORT MYERS,UT33907
    JACKLYN LAMPROS HUNT DIRECTOR
    2     		5,800    
    2112 EAST 6225 SOUTH
    OGDEN,UT84405
    JAMIE SHENEFELT DIRECTOR
    2     		5,800    
    5039 SOUTH 1200 EAST
    OGDEN,UT84403
    KARIN HURST OLSEN DIRECTOR
    2     		5,800    
    1033 EAST 5750 SOUTH
    OGDEN,UT84405
    KRISTEN HURST HYDE DIRECTOR
    2     		5,800    
    6112 SOUTH 2850 EAST
    OGDEN,UT84403
    DEAN W HURST DIRECTOR
    2     		5,800    
    4230 EDGEHILL DRIVE
    OGDEN,UT84403
    RICHARD STROMBERG DIRECTOR
    2     		5,800    
    1759 E BEECHWOOD DRIE
    LAYTON,UT84404
    THOMAS D DEE III DIRECTOR
    2     		5,800    
    1575 DEVONSHIRE DRIVE
    SALT LAKE CITY,UT84403
    WELLS FARGO BANK N A TRUSTEE
    1     		29,555    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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
    13,537,284
    b
    Average of monthly cash balances.......................
    1b
    474,425
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,011,709
    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
    14,011,709
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    210,176
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,801,533
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    690,077
    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
    690,077
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,906
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,906
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    677,171
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    677,171
    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
    677,171
    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
    679,053
    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
    679,053
    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
    679,053
    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 7 677,171
    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...... 0
    b From 2016...... 0
    c From 2017...... 7,418
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 7,418
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 679,053
    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..... 677,171
    e Remaining amount distributed out of corpus 1,882
    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 9,300
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		9,300
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 7,418
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 1,882
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    INTERMOUNTAIN FDN MCKAY-DEE HOSPITA
    4401 HARRISON BLVD 1460
    OGDEN,UT84403     		NONE PC GENERAL OPERATING 630,000
    Total .................................bullet 3a 630,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 278,142  
    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 ............     		    18 683,684  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 56  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   961,882  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    961,882
    (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:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Name of Bond End of Year Book Value End of Year Fair Market Value
    912828M56 US TREASURY NOTE 146,109 163,805
    912828PX2 US TREASURY NOTE 3.6 374,899 376,485
    912828RC6 US TREASURY NOTE 2.1 99,098 101,242
    912828B66 US TREASURY NOTE 2.7 622,420 594,110
    912828XB1 US TREASURY NOTE 526,737 582,822
    912828WE6 US TREASURY NOTE 2.7 601,406 644,532
    9128284L1 US TREASURY NOTE 198,492 212,094
    912828WJ5 US TREASURY NOTE 2.5 324,467 350,214
    912828XQ8 US TREASURY NOTE 315,936 334,571
    91282CAN1 US TREASURY NOTE 400,047 400,016
    912828XG0 US TREASURY NOTE 149,508 154,488
    912828ZG8 US TREASURY NOTE 401,375 401,264
    9128283C2 US TREASURY NOTE 2.0 315,288 336,109
    912828VS6 US TREASURY NOTE 2.5 345,748 371,518

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Name of Stock End of Year Book Value End of Year Fair Market Value
    580135101 MCDONALDS CORP 10,611 97,634
    060505104 BANK OF AMERICA CORP 45,947 117,118
    91324P102 UNITEDHEALTH GROUP I 19,421 185,860
    260557103 DOW INC 3,483 18,648
    084670702 BERKSHIRE HATHAWAY I 43,330 117,094
    16119P108 CHARTER COMMUNICATIO 34,013 59,540
    37045V100 GENERAL MOTORS CO 61,685 76,618
    00287Y109 ABBVIE INC 30,067 38,253
    244199105 DEERE & CO 28,271 68,608
    87165B103 SYNCHRONY FINANCIAL 27,052 26,553
    025816109 AMERICAN EXPRESS CO 39,137 40,505
    149123101 CATERPILLAR INC 22,027 60,067
    235851102 DANAHER CORP 19,332 122,177
    478160104 JOHNSON & JOHNSON 8,593 121,970
    30231G102 EXXON MOBIL CORPORAT 2,701 38,953
    902973304 US BANCORP 31,552 62,897
    58933Y105 MERCK & CO INC NEW 28,053 73,211
    H1467J104 CHUBB LTD 26,378 26,166
    79466L302 SALESFORCE COM INC 26,027 51,182
    369604103 GENERAL ELECTRIC CO 28 9,288
    548661107 LOWES COS INC 74,471 101,121
    594918104 MICROSOFT CORP 73,080 564,947
    713448108 PEPSICO INC 48,113 66,735
    46625H100 JPMORGAN CHASE & CO 54,871 207,759
    68902V107 OTIS WORLDWIDE CORP 8,150 16,888
    620076307 MOTOROLA SOLUTIONS, 35,102 47,617
    89832Q109 TRUIST FINANCIAL COR 40,486 62,069
    031162100 AMGEN INC 35,692 40,236
    053015103 AUTOMATIC DATA PROCE 21,188 36,121
    458140100 INTEL CORP 2,772 87,932
    883556102 THERMO FISHER SCIENT 50,782 144,392
    907818108 UNION PACIFIC CORP 30,941 168,658
    38141G104 GOLDMAN SACHS GROUP 21,222 35,601
    438516106 HONEYWELL INTERNATIO 54,121 112,731
    26614N102 DUPONT DE NEMOURS IN 5,112 23,893
    20825C104 CONOCOPHILLIPS 59,880 73,382
    42824C109 HEWLETT PACKARD ENTE 26,257 23,641
    14448C104 CARRIER GLOBAL CORP 5,436 18,860
    910047109 UNITED AIRLINES HOLD 18,046 38,449
    00206R102 AT & T INC 48,858 57,520
    26441C204 DUKE ENERGY HOLDING 34,707 48,069
    30303M102 FACEBOOK INC 46,682 113,361
    00724F101 ADOBE INC 25,866 362,587
    17275R102 CISCO SYSTEMS INC 39,618 65,559
    337738108 FISERV INC 74,688 88,811
    437076102 HOME DEPOT INC 26,482 215,152
    459200101 INTERNATIONAL BUSINE 5,846 42,799
    526057104 LENNAR CORPORATION C 26,610 99,480
    693475105 PNC FINANCIAL SERVIC 35,516 81,950
    824348106 SHERWIN WILLIAMS CO 71,131 202,100
    931142103 WALMART INC 39,339 104,509
    191216100 COCA COLA CO 31,200 63,066
    11135F101 BROADCOM INC 64,660 76,624
    G1151C101 ACCENTURE PLC 16,836 100,566
    166764100 CHEVRON CORP 35,154 69,671
    64110L106 NETFLIX INC 28,382 43,258
    40434L105 HP INC 27,647 36,147
    75513E101 RAYTHEON TECHNOLOGIE 18,134 35,755
    172967424 CITIGROUP INC. 34,440 43,162
    98978V103 ZOETIS INC 33,536 244,609
    02079K107 ALPHABET INC CL C 47,169 280,301
    020002101 ALLSTATE CORP 26,174 73,103
    037833100 APPLE INC 46,665 670,085
    097023105 BOEING CO 28,590 81,343
    254687106 WALT DISNEY CO 24,764 123,202
    68389X105 ORACLE CORPORATION 16,996 54,987
    742718109 PROCTER & GAMBLE CO 7,826 105,746
    22160K105 COSTCO WHOLESALE COR 34,425 169,551
    92343V104 VERIZON COMMUNICATIO 64,680 86,950
    780259206 ROYAL DUTCH SHELL PL 15,298 10,366
    609207105 MONDELEZ INTERNATION 27,846 83,027
    032654105 ANALOG DEVICES INC 71,013 124,389
    617446448 MORGAN STANLEY 40,969 105,536
    717081103 PFIZER INC 1,489 57,718
    747525103 QUALCOMM INC 53,159 150,817
    31428X106 FEDEX CORPORATION 24,890 81,780
    70450Y103 PAYPAL HOLDINGS INC 13,096 159,256
    34959J108 FORTIVE CORP 5,129 19,476
    023135106 AMAZON COM INC COM 28,211 618,817
    110122108 BRISTOL MYERS SQUIBB 33,093 89,633

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    40434L105 HP INC      
    26441C204 DUKE ENERGY HOLDING      
    609207105 MONDELEZ INTERNATION      
    912828WE6 US TREASURY NOTE 2.7      
    191216100 COCA COLA CO      
    91324P102 UNITEDHEALTH GROUP I      
    G1151C101 ACCENTURE PLC      
    912828XQ8 US TREASURY NOTE      
    912828M56 US TREASURY NOTE      
    H1467J104 CHUBB LTD      
    464287168 ISHARES SELECT DIVID AT COST 90,851 164,468
    912828PX2 US TREASURY NOTE 3.6      
    74340W103 PROLOGIS INC AT COST 37,000 58,301
    718546104 PHILLIPS 66      
    00724F101 ADOBE SYS INC      
    437076102 HOME DEPOT INC      
    459200101 INTERNATIONAL BUSINE      
    526057104 LENNAR CORPORATION C      
    037833100 APPLE COMPUTER INC C      
    68389X105 ORACLE CORPORATION      
    713448108 PEPSICO INC      
    747525103 QUALCOMM INC      
    806857108 SCHLUMBERGER LTD      
    824348106 SHERWIN WILLIAMS CO      
    931142103 WAL MART STORES INC      
    912828WJ5 US TREASURY NOTE 2.5      
    084670702 BERSHIRE HATHAWAY IN      
    298706110 AMER FNDS EUROPAC GR AT COST 225,000 295,456
    912828VS6 US TREASURY NOTE 2.6      
    369604103 GENERAL ELECTRIC CO      
    31428X106 FEDEX CORPORATION      
    G0177J108 ALLERGAN PLC      
    98978V103 ZOETIS INC      
    020002101 ALLSTATE CORP COM      
    032654105 ANALOG DEVICES INC      
    097023105 BOEING COMPANY      
    375558103 GILEAD SCIENCES INC      
    717081103 PFIZER INC      
    902973304 US BANCORP DEL NEW      
    912828XB1 US TREASURY NOTE      
    22160K105 COSTCO WHOLESALE COR      
    81369Y886 AMEX UTILITIES SPDR AT COST 79,439 91,229
    912828MP2 US TREASURY NOTE 3.6      
    02079K107 ALPHABET INC/CA      
    37045V100 GENERAL MOTORS CO      
    20825C104 CONOCOPHILLIPS      
    42824C109 HEWLETT PACKARD ENTE      
    34959J108 FORTIVE CORP      
    053015103 AUTOMATIC DATA PROCE      
    244199105 DEERE & CO      
    254687106 WALT DISNEY CO      
    458140100 INTEL CORP      
    580135101 MCDONALDS CORP      
    617446448 MORGAN STANLEY      
    883556102 THERMO FISHER SCIENT      
    907818108 UNION PACIFIC CORP      
    V7780T103 ROYAL CARRIBEAN CRUI      
    17275R102 CISCO SYSTEMS INC      
    742718109 PROCTER & GAMBLE CO      
    78462F103 SPDR S & P 500 ETF T AT COST 354,246 465,481
    060505104 BANK AMER CORP      
    92343V104 VERIZON COMMUNICATIO      
    464287804 ISHARES CORE S&P SMA AT COST 100,196 108,902
    110122108 BRISTOL MYERS SQUIBB      
    548661107 LOWES COS INC      
    674599105 OCCIDENTAL PETE CORP      
    693475105 PNC FINANCIAL SERVIC      
    38141G104 GOLDMAN SACHS GROUP      
    438516106 HONEYWELL INTERNATIO      
    464287507 ISHARES CORE S&P MID AT COST 102,098 119,512
    912828XG0 US TREASURY NOTE      
    70450Y103 PAYPAL HOLDINGS INC      
    79466L302 SALESFORCE COM INC      
    172967424 CITIGROUP INC      
    912828RC6 US TREASURY NOTE 2.1      
    00206R102 AT & T INC      
    30303M102 FACEBOOK INC      
    9128283C2 US TREASURY NOTE      
    149123101 CATERPILLAR INC      
    235851102 DANAHER CORP      
    608190104 MOHAWK INDS INC COM      
    30231G102 EXXON MOBIL CORPORAT      
    87165B103 SYNCHRONY FINANCIAL      
    910047109 UNITED CONTINENTAL H      
    780259206 ROYAL DUTCH SHELL PL      
    023135106 AMAZON COM INC      
    29476L107 EQUITY RESIDENTIAL P AT COST 20,144 27,565
    912828B66 US TREASURY NOTE 2.7      
    478160104 JOHNSON & JOHNSON      
    594918104 MICROSOFT CORP      
    9128284L1 US TREASURY NOTE      
    913017109 UNITED TECHNOLOGIES      
    46625H100 JPMORGAN CHASE & CO      
    166764100 CHEVRON CORP      
    58933Y105 MERCK & CO INC NEW      
    260557103 DOW INC      
    26614N102 DUPONT DE NEMOURS IN      
    64110L106 NETFLIX.COM INC      
    025816109 AMERICAN EXPRESS COM      
    16119P108 CCH I LLC      
    89832Q109 TRUIST FINANCIAL COR      
    031162100 AMGEN INC      
    337738108 FISERV INC      
    49427F108 KILROY REALTY CORP C AT COST 37,911 26,691

    TY 2020 OtherDecreasesSchedule
    Name:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Description Amount
    MUTUAL FUND TIMING ADJ 891
    PURCHASE OF ACCRUED INTEREST CARRYOVER 423


    TY 2020 OtherIncomeSchedule2
    Name:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 56 56  


    TY 2020 OtherIncreasesSchedule
    Name:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Description Amount
    COST BASIS ADJUSTMENT 305


    TY 2020 TaxesSchedule
    Name:
    MARY E D SHAW FOUNDATION
    EIN:
    87-6116370
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 623 623   0
    FEDERAL ESTIMATES - PRINCIPAL 9,430 0   0