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
STRAUSS FOUNDATION TD
 
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

23-6219939
B Telephone number (see instructions)

(800) 352-3705
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$45,253,515J 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... 650,209 649,240  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,346,408
b Gross sales price for all assets on line 6a 8,895,998
7 Capital gain net income (from Part IV, line 2)... 1,346,408
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........ 1,996,617 1,995,648  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 209,345 157,008   52,336
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 30,000 0 0 30,000
b Accounting fees (attach schedule)....... Click to see attachment 991 0 0 991
c Other professional fees (attach schedule).... Click to see attachment 33,332     33,332
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 106,159 7,160   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 4,510 836   3,674
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 384,337 165,004 0 120,333
25 Contributions, gifts, grants paid....... 1,799,900 1,799,900
26 Total expenses and disbursements. Add lines 24 and 25 2,184,237 165,004 0 1,920,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -187,620
b Net investment income (if negative, enter -0-) 1,830,644
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............. 9,536    
2 Savings and temporary cash investments......... 1,595,657 1,419,672 1,419,672
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).......      
c Investments—corporate bonds (attach schedule).......   Click to see attachment11,478,644 12,084,566
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,635,664 Click to see attachment19,166,321 31,749,277
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) 32,240,857 32,064,637 45,253,515
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........ 32,240,857 32,064,637
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)..... 32,240,857 32,064,637
30 Total liabilities and net assets/fund balances (see instructions). 32,240,857 32,064,637
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
32,240,857
2
Enter amount from Part I, line 27a .....................
2
-187,620
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
14,154
4
Add lines 1, 2, and 3 ..........................
4
32,067,391
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,754
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,064,637
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 1186.17 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-01-15
b 595.71 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-01-15
c 2887.16 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-01-15
d 758.54 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-01-20
e 4492.89 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-01-25
35000. BERKSHIRE HATHAWAY 3.000% 5/15/22   2013-12-09 2020-01-28
75000. TORONTO-DOMINION BAN 2.500% 12/14/20   2016-04-01 2020-01-28
225000. US TREASURY NOTE 1.375% 1/31/20   2013-05-07 2020-01-31
383.98 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-02-15
483.21 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-02-15
1136.25 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-02-15
591.86 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-02-15
2227.35 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-02-15
844.97 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-02-20
4192.38 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-02-25
130000. US TREASURY NOTE 1.500% 10/31/21   2019-11-13 2020-02-28
411. FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-03-15
484.92 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-03-15
563.32 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-03-15
588.02 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-03-15
2627.86 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-03-15
150000. US TREASURY NOTE 1.875% 2/28/22   2019-09-25 2020-03-17
778.62 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-03-20
3250.49 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-03-25
400000. US TREASURY NOTE 1.375% 3/31/20   2015-04-07 2020-03-31
70000. JACKSON TN ENERGY AU 2.350% 4/01/20   2013-05-15 2020-04-01
120000. CITIBANK CREDIT CARD 1.920% 4/07/22   2017-09-18 2020-04-07
100000. US TREASURY NOTE 2.375% 5/15/29   2019-09-25 2020-04-08
165000. US TREASURY NOTE 2.375% 5/15/27   2017-05-30 2020-04-08
100000. US TREASURY NOTE 2.375% 5/15/27   2019-09-25 2020-04-08
469.39 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-04-15
498.21 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-04-15
964.08 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-04-15
584.21 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-04-15
3760.95 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-04-15
75000. MOSAIC CO 4.250% 11/15/23   2013-12-16 2020-04-16
983.38 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-04-20
3056.02 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-04-25
41436.464 ABERDEEN EMERG MARKETS-INST 5840   2011-12-16 2020-04-28
14974.543 ARTISAN SMALL CAP FUND-INS #2452   2010-01-20 2020-04-28
34238.994 DODGE & COX INT'L STOCK FD #1048   2018-10-26 2020-04-28
12875.536 AMER FNDS EUROPAC GROW-F3716   2016-08-26 2020-04-28
29644.337 LAZARD EMERGING MKTS PTFL 638   2008-11-18 2020-04-28
155000. US TREASURY NOTE 1.750% 7/31/24   2019-09-25 2020-04-29
150000. US TREASURY NOTE 1.750% 12/31/24   2019-12-30 2020-05-06
145000. US TREASURY NOTE 1.750% 7/31/24   2019-07-31 2020-05-12
195000. US TREASURY NOTE 1.500% 10/31/21   2019-11-13 2020-05-12
461.35 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-05-15
499.98 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-05-15
1113.25 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-05-15
718.82 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-05-15
4201.24 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-05-15
50000. BANK OF NY MELLON CO 2.600% 2/07/22   2019-11-13 2020-05-19
50000. BANK OF NY MELLON CO 2.600% 2/07/22   2017-12-13 2020-05-19
40000. US TREASURY NOTE 1.625% 2/15/26   2019-11-13 2020-05-19
50000. US TREASURY NOTE 1.625% 2/15/26   2016-02-24 2020-05-19
1008.25 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-05-20
3301.82 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-05-25
90563.38 JPMORGAN HIGH YIELD-R6 #3938   2016-05-31 2020-06-11
50000. CVS CAREMARK CORP 2.750% 12/01/22   2013-12-09 2020-06-15
50000. CVS HEALTH CORP 3.500% 7/20/22   2019-09-27 2020-06-15
295.08 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-06-15
504.29 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-06-15
1209.02 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-06-15
1186.31 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-06-15
3829.53 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-06-15
1076.26 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-06-20
4955.52 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-06-25
415.02 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-06-25
368.67 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-07-15
744.11 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-07-15
1402.09 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-07-15
1471.47 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-07-15
4195.26 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-07-15
130000. US TREASURY NOTE 0.375% 3/31/22   2020-04-08 2020-07-16
2379.38 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-07-20
4154.12 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-07-25
605.19 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-07-25
45000. US TREASURY NOTE 1.875% 2/28/22   2017-02-24 2020-08-04
75000. US TREASURY NOTE 1.875% 2/28/22   2019-09-25 2020-08-04
85000. AT&T INC 3.400% 5/15/25   2019-11-14 2020-08-07
408.42 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-08-15
679.92 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-08-15
1356.1 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-08-15
1450.56 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-08-15
3280.24 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-08-15
1786.6 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-08-20
25000. PNC BANK NA 2.150% 4/29/21   2016-08-23 2020-08-20
4850.48 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-08-25
788.47 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-08-25
262.27 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-09-15
625.24 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-09-15
1901.53 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-09-15
1324.79 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-09-15
2757.48 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-09-15
1517.98 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-09-20
4524.55 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-09-25
1063.91 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-09-25
75000. US TREASURY NOTE 1.875% 2/28/22   2017-02-24 2020-09-28
50000. US TREASURY NOTE 1.750% 12/31/24   2019-12-30 2020-09-28
85000. US TREASURY NOTE 2.875% 10/31/23   2020-01-31 2020-10-09
115000. US TREASURY NOTE 2.875% 10/31/23   2018-11-14 2020-10-09
336.98 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-10-15
627.45 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-10-15
1498.85 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-10-15
1165.46 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-10-15
2937.21 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-10-15
1502.9 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-10-20
4935.51 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-10-25
1773.95 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-10-25
130000. BANK OF NY MELLON CO 3.850% 4/28/28   2020-05-19 2020-10-26
55000. US TREASURY NOTE 2.875% 10/31/23   2018-11-14 2020-11-09
341.65 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-11-15
629.67 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-11-15
2151.91 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-11-15
1369.23 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-11-15
2820.28 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-11-15
1368.08 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-11-20
4696.45 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-11-25
2777.16 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-11-25
40000. FED NATL MTG ASSN 1.500% 11/30/20   2015-10-27 2020-11-30
150000. US TREASURY NOTE 0.500% 3/15/23   2020-03-31 2020-12-10
263.02 FHLMC POOL #G14447 3.000% 4/01/22   2013-04-26 2020-12-15
586.24 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2020-12-15
1337.78 FED HOME LN MTG CORP 2.500% 4/15/38   2013-12-19 2020-12-15
1301.4 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2020-12-15
446.04 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-12-15
1199.65 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-12-20
5744.24 FED NATL MTG ASSN 4.500% 1/25/35   2019-11-13 2020-12-25
3186.55 FNMA POOL #MA4045 2.000% 5/01/40   2020-05-06 2020-12-25
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CAPITAL GAIN DIVIDENDS P    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,186   1,202 -16
b 596   617 -21
c 2,887   2,964 -77
d 759   771 -12
e 4,493   4,810 -317
36,030   33,844 2,186
75,466   76,524 -1,058
225,000   223,207 1,793
384   405 -21
483   506 -23
1,136   1,152 -16
592   613 -21
2,227   2,287 -60
845   859 -14
4,192   4,488 -296
131,138   129,665 1,473
411   433 -22
485   508 -23
563   571 -8
588   609 -21
2,628   2,698 -70
153,996   150,804 3,192
779   791 -12
3,250   3,480 -230
400,000   400,915 -915
70,000   70,000  
120,000   120,300 -300
114,535   105,840 8,695
185,161   166,382 18,779
112,219   105,057 7,162
469   495 -26
498   521 -23
964   977 -13
584   605 -21
3,761   3,861 -100
75,600   74,435 1,165
983   999 -16
3,056   3,271 -215
525,000   561,738 -36,738
500,000   207,844 292,156
1,098,045   1,361,000 -262,955
600,000   606,580 -6,580
399,309   316,305 83,004
164,306   156,035 8,271
159,568   150,352 9,216
153,779   144,961 8,818
198,778   194,497 4,281
461   486 -25
500   523 -23
1,113   1,129 -16
719   744 -25
4,201   4,313 -112
51,526   50,671 855
51,526   50,150 1,376
42,658   39,655 3,003
53,322   49,613 3,709
1,008   1,024 -16
3,302   3,535 -233
604,058   643,000 -38,942
52,176   46,328 5,848
52,611   51,637 974
295   311 -16
504   528 -24
1,209   1,226 -17
1,186   1,228 -42
3,830   3,932 -102
1,076   1,094 -18
4,956   5,305 -349
415   424 -9
369   389 -20
744   779 -35
1,402   1,421 -19
1,471   1,523 -52
4,195   4,307 -112
130,498   130,340 158
2,379   2,418 -39
4,154   4,447 -293
605   619 -14
46,245   45,083 1,162
77,074   75,375 1,699
95,103   88,990 6,113
408   431 -23
680   712 -32
1,356   1,375 -19
1,451   1,501 -50
3,280   3,368 -88
1,787   1,815 -28
25,279   25,447 -168
4,850   5,192 -342
788   806 -18
262   277 -15
625   654 -29
1,902   1,928 -26
1,325   1,371 -46
2,757   2,831 -74
1,518   1,542 -24
4,525   4,843 -318
1,064   1,088 -24
76,860   73,761 3,099
53,244   50,117 3,127
91,936   89,728 2,208
124,384   119,887 4,497
337   355 -18
627   657 -30
1,499   1,519 -20
1,165   1,206 -41
2,937   3,016 -79
1,503   1,527 -24
4,936   5,283 -347
1,774   1,814 -40
155,721   153,854 1,867
59,284   54,813 4,471
342   360 -18
630   659 -29
2,152   2,182 -30
1,369   1,417 -48
2,820   2,896 -76
1,368   1,390 -22
4,696   5,027 -331
2,777   2,841 -64
40,000   39,944 56
151,172   150,996 176
263   277 -14
586   614 -28
1,338   1,356 -18
1,301   1,347 -46
446   458 -12
1,200   1,219 -19
5,744   6,149 -405
3,187   3,259 -72
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
      1,210,923
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       -16
b       -21
c       -77
d       -12
e       -317
      2,186
      -1,058
      1,793
      -21
      -23
      -16
      -21
      -60
      -14
      -296
      1,473
      -22
      -23
      -8
      -21
      -70
      3,192
      -12
      -230
      -915
       
      -300
      8,695
      18,779
      7,162
      -26
      -23
      -13
      -21
      -100
      1,165
      -16
      -215
      -36,738
      292,156
      -262,955
      -6,580
      83,004
      8,271
      9,216
      8,818
      4,281
      -25
      -23
      -16
      -25
      -112
      855
      1,376
      3,003
      3,709
      -16
      -233
      -38,942
      5,848
      974
      -16
      -24
      -17
      -42
      -102
      -18
      -349
      -9
      -20
      -35
      -19
      -52
      -112
      158
      -39
      -293
      -14
      1,162
      1,699
      6,113
      -23
      -32
      -19
      -50
      -88
      -28
      -168
      -342
      -18
      -15
      -29
      -26
      -46
      -74
      -24
      -318
      -24
      3,099
      3,127
      2,208
      4,497
      -18
      -30
      -20
      -41
      -79
      -24
      -347
      -40
      1,867
      4,471
      -18
      -29
      -30
      -48
      -76
      -22
      -331
      -64
      56
      176
      -14
      -28
      -18
      -46
      -12
      -19
      -405
      -72
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,346,408
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 25,446
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 25,446
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 25,446
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 72,976
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 72,976
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 47,530
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet25,448 RefundedBullet 11 22,082
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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (800) 352-3705

    Located atbullet6325 S RAINBOW BLVD STE 300LAS VEGASNV ZIP+4bullet89118
    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
    WELLS FARGO BANK N A TRUSTEE
    1     		209,345    
    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
    38,842,505
    b
    Average of monthly cash balances.......................
    1b
    1,576,035
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,418,540
    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
    40,418,540
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    606,278
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,812,262
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,990,613
    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
    1,990,613
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,446
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,446
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,965,167
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    250
    5
    Add lines 3 and 4............................
    5
    1,965,417
    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
    1,965,417
    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
    1,920,233
    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
    1,920,233
    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
    1,920,233
    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 1,965,417
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 23,012
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,920,233
    a Applied to 2019, but not more than line 2a 23,012
    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..... 1,897,221
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		68,196
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    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
    SEE ATTACHED
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101     		NONE PC GENERAL OPERATING 1,799,900
    Total .................................bullet 3a 1,799,900
    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....     14 650,209  
    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 1,346,408  
    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)..   1,996,617  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,996,617
    (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 AccountingFeesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 991     991

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Name of Bond End of Year Book Value End of Year Fair Market Value
    092113AH2 BLACK HILLS CORP 4.2 99,600 109,606
    337738AM0 FISERV INC 3.500% 10 55,893 57,544
    46625HJH4 JPMORGAN CHASE & CO 48,994 52,931
    74456QBC9 PUB SVC ELEC & GAS 2 59,809 62,680
    001055AM4 AFLAC INC 3.625% 11/ 84,914 94,709
    29379VAZ6 ENTERPRISE PRODUCTS 98,561 105,698
    40414LAK5 HCP INC 4.200% 3/01/ 34,971 38,415
    57772KAB7 MAXIM INTEGRATED PRO 77,296 84,220
    00724FAC5 ADOBE SYSTEMS INC 3. 71,167 77,073
    06051GFF1 BANK OF AMERICA CORP 117,709 122,107
    12572QAG0 CME GROUP INC 108,401 115,116
    534187BE8 LINCOLN NATIONAL COR 59,904 65,846
    0258M0EB1 AMERICAN EXPRESS CRE 126,309 125,638
    30219GAM0 EXPRESS SCRIPTS HOLD 78,353 86,964
    478160BT0 JOHNSON & JOHNSON 29,920 31,077
    91159HHN3 US BANCORP 104,470 113,672
    961214CX9 WESTPAC BANKING CORP 121,296 133,240
    25468PCW4 WALT DISNEY COMPANY/ 69,446 72,689
    539830BH1 LOCKHEED MARTIN CORP 126,683 136,308
    571748BB7 MARSH & MCLENNAN COS 55,805 56,307
    58013MEY6 MCDONALD'S CORP 105,710 113,909
    844741BD9 SOUTHWEST AIRLINES 120,715 123,871
    911312BC9 UNITED PARCEL SERVIC 50,434 51,341
    037833DP2 APPLE INC 125,148 134,966
    912828B90 US TREASURY NOTE 2.0 356,000 350,984
    912828ZG8 US TREASURY NOTE 120,314 120,379
    86562MBB5 SUMITOMO MITSUI FINL 118,824 124,475
    064159KD7 BANK OF NOVA SCOTIA 118,109 124,649
    038222AL9 APPLIED MATERIALS IN 75,921 84,941
    00206RHJ4 AT&T INC 50,556 53,670
    031162CQ1 AMGEN INC 121,701 134,728
    171239AG1 CHUBB INA HOLDINGS 98,692 99,818
    693475AZ8 PNC FINANCIAL SERVIC 147,871 147,901
    912828WJ5 US TREASURY NOTE 2.5 276,873 290,947
    14040HBU8 CAPITAL ONE FINANCIA 123,222 126,432
    91282CAE1 US TREASURY NOTE 126,014 126,750
    3135G05Q2 FED NATL MTG ASSN 58,886 58,883
    9128284N7 US TREASURY NOTE 85,149 98,480
    404280AW9 HSBC HOLDINGS PLC 149,496 149,781
    751212AC5 RALPH LAUREN CORP 107,215 112,399
    65819WAH6 NORTH CAROLINA ST ES 120,000 128,345
    61746BEF9 MORGAN STANLEY 103,127 114,522
    3133ELJM7 FED FARM CREDIT BK 346,893 347,289
    126650DG2 CVS HEALTH CORP 130,988 135,148
    24422EUA5 JOHN DEERE CAPITAL 129,303 131,030
    548661DP9 LOWE'S COS INC 88,995 100,972
    3137EADB2 FED HOME LN MTG CORP 105,289 102,312
    912828WU0 US TREASURY INFLATIO 89,285 99,799
    912828M56 US TREASURY NOTE 372,036 398,591
    231021AR7 CUMMINS INC 3.650% 1 75,971 81,266
    446150AQ7 HUNTINGTON BANCSHARE 101,039 106,863
    822582BS0 SHELL INTERNATIONAL 197,620 201,140
    9128283W8 US TREASURY NOTE 118,336 137,611
    3135G0ZR7 FED NATL MTG ASSN 2. 216,686 228,400
    38141GWB6 GOLDMAN SACHS GROUP 102,246 114,120
    06367WHH9 BANK OF MONTREAL 142,514 151,845
    912828K74 US TREASURY NOTE 2.0 297,801 323,133
    651587AF4 NEWMARKET CORP 78,057 79,617
    912828V98 US TREASURY NOTE 311,241 342,659
    743820AA0 PROV ST JOSEPH HLTH 107,852 117,702
    912828PX2 US TREASURY NOTE 3.6 230,980 210,832
    9128286B1 US TREASURY NOTE 169,490 189,415
    9128285M8 US TREASURY NOTE 154,885 177,597
    20030NCT6 COMCAST CORP 112,055 120,377
    912828P46 US TREASURY NOTE 1.6 247,507 276,533
    10373QAJ9 BP CAP MARKETS AMERI 137,839 140,372
    92826CAM4 VISA INC 139,263 139,038
    191216CV0 COCA-COLA CO/THE 137,258 133,528
    912828ZD5 US TREASURY NOTE 201,328 201,626
    10112RAW4 BOSTON PROPERTIES LP 105,738 108,660
    097023BG9 BOEING CO 2.350% 10/ 73,332 75,997
    666807BM3 NORTHROP GRUMMAN COR 103,195 108,766
    606822BA1 MITSUBISHI UFJ FIN 95,808 102,994
    912828Z94 US TREASURY NOTE 238,226 243,324
    3133ELV92 FED FARM CREDIT BK 170,451 170,488
    49456BAM3 KINDER MORGAN INC 102,360 105,171
    64465P7S1 NEW HAMPSHIRE ST MUN 165,000 181,002
    911312BU9 UNITED PARCEL SERVIC 24,906 27,236
    26078JAD2 DOWDUPONT INC 100,736 110,874
    78355HKF5 RYDER SYSTEM INC 100,773 103,221
    9128286T2 US TREASURY NOTE 2.3 129,950 141,270
    275282PV7 E SIDE CA UNION HIGH 185,000 191,540
    166764BL3 CHEVRON CORP 123,137 138,684
    68323AFC3 ONTARIO (PROVINCE OF 52,432 54,094
    857477AT0 STATE STREET CORP 100,091 113,521
    92277GAH0 VENTAS REALTY LP 102,801 105,658
    172967LC3 CITIGROUP INC 121,848 122,593
    110122AT5 BRISTOL-MYERS SQUIBB 67,715 71,845
    00440EAU1 CHUBB INA HOLDINGS 2 68,559 72,969
    92343VES9 VERIZON COMMUNICATIO 113,911 129,481
    3135G03U5 FED NATL MTG ASSN 200,440 202,352

    TY 2020 InvestmentsOtherSchedule2
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3137A0UL7 FED HOME LN MTG CORP AT COST 4,391 4,339
    36198EAD7 VR GS MORTGAGE SECUR AT COST 153,219 152,598
    38378CFN2 GOVT NATL MTG ASSN 3 AT COST 19,965 20,229
    3137BHNM5 FED HOME LN MTG CORP AT COST 36,005 36,836
    17305EGB5 CITIBANK CREDIT CARD      
    04314H758 ARTISAN SMALL CAP FU AT COST 203,174 771,720
    912828WJ5 US TREASURY NOTE 2.5      
    9128285M8 US TREASURY NOTE      
    912828PX2 US TREASURY NOTE 3.6      
    61945CAC7 MOSAIC CO 4.250% 11/      
    912828B90 US TREASURY NOTE 2.1      
    9128284N7 US TREASURY NOTE      
    097023BG9 BOEING CO 2.350% 10/      
    00724FAC5 ADOBE SYSTEMS INC 3.      
    539830BH1 LOCKHEED MARTIN CORP      
    91159HHN3 US BANCORP      
    74456QBC9 PUB SVC ELEC & GAS 2      
    46873TAL7 JACKSON TN ENERGY AU      
    31307FFJ5 FHLMC POOL #J26469 AT COST 47,528 48,175
    606822BA1 MITSUBISHI UFJ FIN      
    534187BE8 LINCOLN NATIONAL COR      
    912828J84 US TREASURY NOTE      
    857477AT0 STATE STREET CORP      
    00440EAU1 ACE INA HOLDINGS      
    912828W55 US TREASURY NOTE      
    912828UL2 US TREASURY NOTE 1.3      
    464287200 ISHARES CORE S & P 5 AT COST 2,833,269 5,331,664
    464287499 ISHARES RUSSELL MID- AT COST 453,306 1,005,491
    912828WU0 US TREASURY INFLATIO      
    912828K74 US TREASURY NOTE      
    3135G0F73 FED NATL MTG ASSN      
    912828M56 US TREASURY NOTE      
    30219GAM0 EXPRESS SCRIPTS HOLD      
    064159KD7 BANK OF NOVA SCOTIA      
    29379VAZ6 ENTERPRISE PRODUCTS      
    94987W828 WF LARGE CAP GROWTH- AT COST 450,042 991,225
    961214CX9 WESTPAC BANKING CORP      
    912828X88 US TREASURY NOTE      
    911312BC9 UNITED PARCEL SERVIC      
    337738AM0 FISERV INC 3.500% 10      
    46625HJH4 JPMORGAN CHASE & CO      
    003021714 ABERDEEN EMERG MARKE AT COST 682,262 1,257,447
    844741BD9 SOUTHWEST AIRLINES      
    9128285K2 US TREASURY NOTE      
    10373QAJ9 BP CAP MARKETS AMERI      
    12572QAG0 CME GROUP INC      
    58013MEY6 MCDONALD'S CORP      
    89114QBC1 TORONTO-DOMINION BAN      
    166764BL3 CHEVRON CORP      
    06406RAA5 BANK OF NY MELLON CO      
    912828V98 US TREASURY NOTE      
    25468PCW4 WALT DISNEY COMPANY/      
    231021AR7 CUMMINS INC 3.650% 1      
    092113AH2 BLACK HILLS CORP 4.2      
    78464A607 SPDR DOW JONES REIT AT COST 209,602 573,867
    9128283W8 US TREASURY NOTE      
    912828P46 US TREASURY NOTE      
    478160BT0 JOHNSON & JOHNSON      
    0258M0EB1 AMERICAN EXPRESS CRE      
    084664BT7 BERKSHIRE HATHAWAY 3      
    126650BZ2 CVS CAREMARK CORP 2.      
    57772KAB7 MAXIM INTEGRATED PRO      
    3128MDEU3 FHLMC POOL #G14447 AT COST 2,737 2,721
    779547405 T ROWE PRICE EQUITY AT COST 203,271 239,585
    40414LAK5 HCP INC 4.200% 3/01/      
    06051GFF1 BANK OF AMERICA CORP      
    001055AM4 AFLAC INC 3.625% 11/      
    65819WAH6 NORTH CAROLINA ST ES      
    69353REW4 PNC BANK NA      
    571748BB7 MARSH & MCLENNAN COS      
    3137EADB2 FED HOME LN MTG CORP      
    52106N889 LAZARD EMERGING MKTS      
    693390841 PIMCO HIGH YIELD FD- AT COST 712,527 685,263
    256206103 DODGE & COX INT'L ST      
    464287481 ISHARES RUSSELL MID- AT COST 382,308 1,417,597
    693391559 PIMCO EMERG MKTS BD- AT COST 1,113,892 1,082,098
    4812C0803 JPMORGAN HIGH YIELD      
    92837F458 VIRTUS CEREDEX M/C V      
    912828YY0 US TREASURY NOTE      
    9128286T2 US TREASURY NOTE      
    92277GAH0 VENTAS REALTY LP      
    10112RAW4 BOSTON PROPERTIES LP      
    14040HBU8 CAPITAL ONE FINANCIA      
    92343VES9 VERIZON COMMUNICATIO      
    172967LC3 CITIGROUP INC      
    110122AT5 BRISTOL-MYERS SQUIBB      
    00143W859 INV OPP DEVELOP MRKT AT COST 750,000 948,817
    411512528 HARBOR CAPITAL APPRE AT COST 3,820,602 7,817,512
    446150AQ7 HUNTINGTON BANCSHARE      
    911312BU9 UNITED PARCEL SERVIC      
    06367WHH9 BANK OF MONTREAL      
    49456BAM3 KINDER MORGAN INC      
    651587AF4 NEWMARKET CORP      
    74256W584 PRINCIPAL MIDCAP FUN AT COST 1,900,000 2,397,941
    61746BEF9 MORGAN STANLEY      
    038222AL9 APPLIED MATERIALS IN      
    86562MBB5 SUMITOMO MITSUI FINL      
    31394BS62 FED NATL MTG ASSN AT COST 202,940 207,433
    20030NCT6 COMCAST CORP      
    9128286B1 US TREASURY NOTE      
    38141GWB6 GOLDMAN SACHS GROUP      
    298706110 AMER FNDS EUROPAC GR AT COST 623,040 917,281
    00889A400 INVESCO INTL GROWTH- AT COST 788,289 1,067,122
    3137FGGA7 FED HOME LN MTG CORP      
    64465P7S1 NEW HAMPSHIRE ST MUN      
    3137BB4X5 FED HOME LN MTG CORP AT COST 210,188 219,602
    912828Y87 US TREASURY NOTE      
    3135G0ZR7 FED NATL MTG ASSN 2.      
    68323AFC3 ONTARIO (PROVINCE OF      
    548661DP9 LOWE'S COS INC      
    666807BM3 NORTHROP GRUMMAN COR      
    26078JAD2 DOWDUPONT INC      
    00206RCN0 AT&T INC      
    14064D873 F&T BHVRL SM CAP EQ- AT COST 505,724 606,708
    031162CQ1 AMGEN INC      
    751212AC5 RALPH LAUREN CORP      
    126650CK4 CVS HEALTH CORP      
    743820AA0 PROV ST JOSEPH HLTH      
    78355HKF5 RYDER SYSTEM INC      
    31641Q755 FIDELITY NEW MRKTS I AT COST 501,411 490,536
    912828YP9 US TREASURY NOTE      
    31418DP71 FNMA POOL #MA4045 AT COST 122,113 124,215
    12596JAD5 CNH EQUIPMENT TRUST AT COST 124,584 126,822
    12596TAC5 CNH EQUIPMENT TRUST AT COST 200,555 200,897
    921910501 VANGUARD INTL GRTH F AT COST 750,000 1,257,242
    92837F441 VIRTUS CEREDX M/C VA AT COST 547,169 1,097,179
    922031760 VANGUARD HIGH YIELD AT COST 612,208 649,115

    TY 2020 LegalFeesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 30,000     30,000


    TY 2020 OtherDecreasesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Description Amount
    PY PENDING SALES ADJ 49
    MUTUAL FUND TIMING ADJ 198
    PURCHASE OF ACCRUED INTEREST CARRYOVER 2,507


    TY 2020 OtherExpensesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ADMINISTRATIVE EXPENSE 1,837 0   1,837
    OTHER ADMINISTRATIVE EXPENSE 1,837 0   1,837
    INVESTMENT EXPENSES - ADR FEES 836 836   0


    TY 2020 OtherIncreasesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Description Amount
    RECOVERY OF GRANTS PAID 1,050
    COST BASIS ADJUSTMENT 13,104


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMIN FEE 33,332     33,332


    TY 2020 TaxesSchedule
    Name:
    STRAUSS FOUNDATION TD
    EIN:
    23-6219939
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,160 7,160   0
    FEDERAL TAX PAYMENT - PRIOR YE 26,023 0   0
    FEDERAL ESTIMATES - PRINCIPAL 72,976 0   0