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
STANTON MAY BONFILS TUW-MAIN
 
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

84-6027976
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$21,594,975
J 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... 446,846 418,738  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 753,787
b Gross sales price for all assets on line 6a 4,412,522
7 Capital gain net income (from Part IV, line 2)... 753,787
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)....... 3,930 2,516  
12 Total. Add lines 1 through 11........ 1,204,563 1,175,041  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 114,219 102,797   11,422
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)....... 950 0 0 950
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 11,176 8,880   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)....... 1,723      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 128,068 111,677 0 12,372
25 Contributions, gifts, grants paid....... 880,162 880,162
26 Total expenses and disbursements. Add lines 24 and 25 1,008,230 111,677 0 892,534
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 196,333
b Net investment income (if negative, enter -0-) 1,063,364
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............. 11,819 17,819 17,819
2 Savings and temporary cash investments......... 619,090 666,776 666,776
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 attachment4,961,291 9,910,818
c Investments—corporate bonds (attach schedule).......   Click to see attachment3,334,575 3,509,938
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,121,285 Click to see attachment5,968,838 7,489,624
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) 14,752,194 14,949,299 21,594,975
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........ 14,752,194 14,949,299
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)..... 14,752,194 14,949,299
30 Total liabilities and net assets/fund balances (see instructions). 14,752,194 14,949,299
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
14,752,194
2
Enter amount from Part I, line 27a .....................
2
196,333
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,020
4
Add lines 1, 2, and 3 ..........................
4
14,956,547
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,248
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,949,299
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 60. AIR PRODS & CHEMS INC COM   2017-06-23 2020-01-02
b 24. ALPHABET INC CL C   2012-01-30 2020-01-02
c 73. AMERICAN EXPRESS CO   2019-12-27 2020-01-02
d 124. APPLE INC   2012-05-30 2020-01-02
e 265. BANK NEW YORK MELLON CORP COM   2018-05-31 2020-01-02
4. BOOKING HOLDINGS INC   2018-06-27 2020-01-02
330. CISCO SYSTEMS INC   2016-01-12 2020-01-02
199. CONOCOPHILLIPS   2019-05-24 2020-01-02
67. COSTCO WHOLESALE CORP   2012-04-24 2020-01-02
157. WALT DISNEY CO   2012-04-24 2020-01-02
80. ELECTRONIC ARTS INC   2018-10-03 2020-01-02
98. FORTIVE CORP   2017-04-11 2020-01-02
120. HESS CORP   2019-02-08 2020-01-02
89. HOME DEPOT INC   2012-01-19 2020-01-02
206. INTEL CORP   2013-11-22 2020-01-02
227. JPMORGAN CHASE & CO   2019-01-29 2020-01-02
95. LABORATORY CRP OF AMER HLDGS   2017-11-21 2020-01-02
133. ELI LILLY & CO COM   2017-12-22 2020-01-02
276. MICROSOFT CORP   2012-04-24 2020-01-02
52. O'REILLY AUTOMOTIVE INC   2017-03-15 2020-01-02
86. PNC FINANCIAL SERVICES GROUP   2012-01-19 2020-01-02
94. PEPSICO INC   2017-11-21 2020-01-02
112. PROCTER & GAMBLE CO   2019-09-20 2020-01-02
112. PROLOGIS INC   2018-03-22 2020-01-02
50. ROCKWELL AUTOMATION INC   2019-03-01 2020-01-02
168. SCHLUMBERGER LTD     2020-01-02
211. SCHWAB CHARLES CORP NEW   2019-09-20 2020-01-02
161. SOUTHWEST AIRLINES CO   2019-12-26 2020-01-02
93. STRYKER CORP   2012-01-19 2020-01-02
361. TJX COMPANIES INC   2017-09-07 2020-01-02
201. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2017-09-07 2020-01-02
142. TRAVELERS COMPANIES INC   2018-02-14 2020-01-02
163. UNILEVER N.V. - ADR   2019-04-16 2020-01-02
158. VERIZON COMMUNICATIONS   2019-03-01 2020-01-02
169. VISA INC-CLASS A SHRS   2014-11-20 2020-01-02
88. ACCENTURE PLC   2012-01-30 2020-01-02
139. EATON CORP PLC   2017-06-23 2020-01-02
132. INGERSOLL-RAND PLC   2019-03-01 2020-01-02
144. MEDTRONIC PLC   2015-01-28 2020-01-02
266. TECHNIPFMC LTD   2017-01-17 2020-01-02
250000. AFLAC INC 4.000% 2/15/22   2014-11-26 2020-01-10
714. TECHNIPFMC LTD   2019-02-08 2020-01-30
2940. TECHNIPFMC LTD   2017-01-17 2020-01-30
48. BOOKING HOLDINGS INC   2018-06-27 2020-02-25
3640. BANK NEW YORK MELLON CORP COM     2020-03-05
1176. PNC FINANCIAL SERVICES GROUP     2020-03-05
19049.854 DRIEHAUS ACTIVE INCOME FUND   2013-09-05 2020-03-06
.8496 INGERSOLL-RAND INC   2019-03-01 2020-03-06
100000. FED HOME LN BK 4.125% 3/13/20   2014-07-25 2020-03-13
391. WALT DISNEY CO   2012-04-24 2020-03-17
1591. INGERSOLL-RAND INC     2020-03-17
1270. STRYKER CORP     2020-04-09
475. JPMORGAN CHASE & CO     2020-05-01
1946. TRAVELERS COMPANIES INC     2020-05-01
4256.966 BOSTON P LNG/SHRT RES-INS 7015   2014-10-07 2020-05-18
41992.419 JPMORGAN HIGH YIELD-R6 #3938     2020-05-28
3469. SOUTHWEST AIRLINES CO     2020-06-01
125000. EOG RESOURCES INC 4.100% 2/01/21   2014-10-30 2020-09-29
100000. US TREASURY NOTE 2.250% 8/15/27     2020-09-29
40000. US TREASURY NOTE 2.750% 2/15/28   2019-05-13 2020-09-29
100000. US TREASURY NOTE 2.125% 5/31/26   2019-08-07 2020-09-29
50000. US TREASURY NOTE 2.250% 11/15/25   2017-01-20 2020-09-29
60000. AT&T INC 3.950% 1/15/25   2019-06-27 2020-10-01
529. APPLE INC   2012-05-30 2020-10-02
1036. JPMORGAN CHASE & CO   2008-08-18 2020-10-02
523. VISA INC-CLASS A SHRS   2014-11-20 2020-10-02
100000. JPMORGAN CHASE & CO 4.250% 10/15/20   2014-07-28 2020-10-15
15000. MEDTRONIC INC 3.500% 3/15/25   2019-06-06 2020-10-29
.2 VONTIER CORP   2020-06-03 2020-11-12
1606. JPMORGAN CHASE & CO     2020-11-20
696. SCHLUMBERGER LTD   2020-01-30 2020-11-20
2469. SCHLUMBERGER LTD     2020-11-20
51. AIR PRODS & CHEMS INC COM   2017-06-23 2020-12-28
49. ALEXION PHARMACEUTICALS INC   2020-08-14 2020-12-28
7. ALPHABET INC CL C   2012-01-30 2020-12-28
14. ALPHABET INC CL A   2012-03-22 2020-12-28
84. AMERICAN EXPRESS CO   2019-12-27 2020-12-28
297. APPLE INC   2012-05-30 2020-12-28
407. BANK OF AMERICA CORP   2020-11-20 2020-12-28
54. CME GROUP INC   2020-05-01 2020-12-28
280. CISCO SYSTEMS INC   2016-01-12 2020-12-28
186. CONOCOPHILLIPS   2020-01-30 2020-12-28
57. COSTCO WHOLESALE CORP   2012-04-24 2020-12-28
100. WALT DISNEY CO   2012-04-24 2020-12-28
68. ELECTRONIC ARTS INC   2018-10-03 2020-12-28
205. FORTIVE CORP   2017-04-11 2020-12-28
127. HESS CORP   2019-02-08 2020-12-28
76. HOME DEPOT INC     2020-12-28
175. INTEL CORP   2013-11-22 2020-12-28
90. LABORATORY CRP OF AMER HLDGS   2017-11-21 2020-12-28
114. ELI LILLY & CO COM   2017-12-22 2020-12-28
140. MASCO CORP   2020-11-20 2020-12-28
34. MASTERCARD INC   2020-10-02 2020-12-28
234. MICROSOFT CORP   2012-04-24 2020-12-28
122. NEXTERA ENERGY INC   2020-03-17 2020-12-28
86. NORTHERN TRUST CORP   2020-03-05 2020-12-28
43. O'REILLY AUTOMOTIVE INC   2017-03-15 2020-12-28
79. PEPSICO INC   2017-11-21 2020-12-28
123. PROCTER & GAMBLE CO   2019-09-20 2020-12-28
115. PROLOGIS INC   2018-03-22 2020-12-28
35. PUBLIC STORAGE INC COM   2020-04-09 2020-12-28
52. ROCKWELL AUTOMATION INC   2019-03-01 2020-12-28
289. SCHWAB CHARLES CORP NEW   2019-09-20 2020-12-28
306. TJX COMPANIES INC   2017-09-07 2020-12-28
171. TAIWAN SEMICONDUCTOR MANUFACTU - ADR   2017-09-07 2020-12-28
138. UNILEVER PLC - ADR   2019-04-16 2020-12-28
133. VERIZON COMMUNICATIONS     2020-12-28
85. VISA INC-CLASS A SHRS   2014-11-20 2020-12-28
84. VONTIER CORP   2017-04-11 2020-12-28
35. WATERS CORP   2020-04-09 2020-12-28
75. ACCENTURE PLC   2012-01-30 2020-12-28
119. EATON CORP PLC   2017-06-23 2020-12-28
121. MEDTRONIC PLC   2015-01-28 2020-12-28
112. TRANE TECHNOLOGIES PLC   2019-03-01 2020-12-28
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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 13,967   8,678 5,289
b 32,587   6,897 25,690
c 9,209   9,158 51
d 37,038   10,242 26,796
e 13,420   14,497 -1,077
8,243   8,078 165
15,879   8,370 7,509
13,018   11,895 1,123
19,558   5,803 13,755
23,014   6,624 16,390
8,555   9,369 -814
7,549   5,966 1,583
8,123   6,236 1,887
19,438   3,989 15,449
12,546   4,950 7,596
31,902   23,745 8,157
15,730   14,519 1,211
17,490   11,296 6,194
44,068   8,810 35,258
22,629   14,215 8,414
13,752   5,110 8,642
12,748   10,927 1,821
13,804   13,691 113
9,864   7,046 2,818
10,187   8,926 1,261
6,776   13,612 -6,836
10,183   9,072 1,111
8,738   8,815 -77
19,430   4,945 14,485
22,104   13,136 8,968
12,038   7,538 4,500
19,373   19,840 -467
9,338   9,379 -41
9,611   8,922 689
32,201   10,631 21,570
18,439   5,001 13,438
13,182   9,754 3,428
17,594   14,003 3,591
16,361   10,974 5,387
5,682   9,451 -3,769
260,643   268,703 -8,060
11,475   15,733 -4,258
47,252   104,458 -57,206
83,947   96,935 -12,988
143,142   189,048 -45,906
141,152   69,606 71,546
176,402   204,595 -28,193
23   23  
100,000   111,459 -11,459
36,380   16,496 19,884
34,667   41,773 -7,106
231,804   66,809 164,995
43,763   18,487 25,276
187,729   246,452 -58,723
55,000   63,003 -8,003
276,730   308,026 -31,296
116,635   173,086 -56,451
126,523   136,405 -9,882
112,406   98,729 13,677
46,644   41,205 5,439
110,160   103,488 6,672
55,035   49,186 5,849
67,246   63,356 3,890
60,489   10,923 49,566
101,757   38,404 63,353
105,829   32,900 72,929
100,000   108,042 -8,042
16,911   15,729 1,182
6   5 1
183,955   54,481 129,474
13,990   23,236 -9,246
49,630   178,563 -128,933
13,706   7,376 6,330
7,542   5,058 2,484
12,461   2,012 10,449
24,866   4,512 20,354
9,963   10,538 -575
40,470   6,133 34,337
12,267   10,911 1,356
9,716   9,322 394
12,552   7,102 5,450
7,328   11,157 -3,829
21,131   4,937 16,194
17,926   4,219 13,707
9,483   7,964 1,519
14,190   10,644 3,546
6,751   6,600 151
20,555   2,228 18,327
8,225   4,205 4,020
18,205   13,755 4,450
18,852   9,683 9,169
7,794   7,633 161
11,669   11,633 36
52,689   7,469 45,220
9,186   6,533 2,653
7,969   6,920 1,049
19,795   11,755 8,040
11,538   9,183 2,355
17,023   15,036 1,987
11,257   7,235 4,022
7,984   7,190 794
12,935   9,283 3,652
15,175   12,426 2,749
20,940   11,135 9,805
18,158   6,413 11,745
8,158   7,941 217
7,823   7,508 315
17,990   5,347 12,643
2,830   1,882 948
8,605   6,824 1,781
19,466   4,262 15,204
14,082   8,350 5,732
13,901   9,221 4,680
16,171   9,210 6,961
      47,278
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      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
      47,278
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       5,289
b       25,690
c       51
d       26,796
e       -1,077
      165
      7,509
      1,123
      13,755
      16,390
      -814
      1,583
      1,887
      15,449
      7,596
      8,157
      1,211
      6,194
      35,258
      8,414
      8,642
      1,821
      113
      2,818
      1,261
      -6,836
      1,111
      -77
      14,485
      8,968
      4,500
      -467
      -41
      689
      21,570
      13,438
      3,428
      3,591
      5,387
      -3,769
      -8,060
      -4,258
      -57,206
      -12,988
      -45,906
      71,546
      -28,193
       
      -11,459
      19,884
      -7,106
      164,995
      25,276
      -58,723
      -8,003
      -31,296
      -56,451
      -9,882
      13,677
      5,439
      6,672
      5,849
      3,890
      49,566
      63,353
      72,929
      -8,042
      1,182
      1
      129,474
      -9,246
      -128,933
      6,330
      2,484
      10,449
      20,354
      -575
      34,337
      1,356
      394
      5,450
      -3,829
      16,194
      13,707
      1,519
      3,546
      151
      18,327
      4,020
      4,450
      9,169
      161
      36
      45,220
      2,653
      1,049
      8,040
      2,355
      1,987
      4,022
      794
      3,652
      2,749
      9,805
      11,745
      217
      315
      12,643
      948
      1,781
      15,204
      5,732
      4,680
      6,961
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 753,787
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 14,781
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 14,781
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 14,781
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,824
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 8,824
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,957
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletCO
    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
    WELLS FARGO BANK N A TRUSTEE
    1
    114,219    
    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
    18,976,776
    b
    Average of monthly cash balances.......................
    1b
    739,197
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,715,973
    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
    19,715,973
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    295,740
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,420,233
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    971,012
    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
    971,012
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,781
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,781
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    956,231
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    956,231
    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
    956,231
    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
    892,534
    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
    892,534
    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
    892,534
    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 7 956,231
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 880,162
    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$ 892,534
    a Applied to 2019, but not more than line 2a 880,162
    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..... 12,372
    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 ..........
    943,859
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    ORDER OF FRIARS MINOR D WILSON
    129 W 31ST ST
    NEW YORK,NY10001
    NONE PC GENERAL OPERATING 880,162
    Total .................................bullet 3a 880,162
    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....     14 446,846  
    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 ............
        18 753,787  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        1 1,921  
    bOTHER INCOME     1 590  
    cOMG ROYALTY/WORKIN 211110 1,414 1 5  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,414 1,203,149  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,204,563
    (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:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 950     950

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Name of Bond End of Year Book Value End of Year Fair Market Value
    9128282U3 US TREASURY NOTE 49,957 53,016
    7591EPAQ3 REGIONS FINANCIAL CO 105,561 106,048
    9128283D0 US TREASURY NOTE 50,160 53,832
    437076BW1 HOME DEPOT INC 27,166 30,080
    912828XX3 US TREASURY NOTE 49,619 53,127
    459200KA8 IBM CORP 80,618 86,781
    3137EADB2 FED HOME LN MTG CORP 100,028 102,312
    9128282Y5 US TREASURY NOTES 2. 99,477 107,047
    69353RFJ2 PNC BANK NA 53,430 57,050
    665859AN4 NORTHERN TRUST CORP 99,522 103,335
    912828X88 US TREASURY NOTE 2.3 100,764 111,543
    91159HHV5 US BANCORP 26,261 27,216
    912828N30 US TREASURY NOTE 2.1 44,372 46,791
    534187BF5 LINCOLN NATIONAL COR 99,467 115,430
    863667BA8 STRYKER CORP 101,638 102,033
    50540RAU6 LABORATORY CORP OF 79,697 85,617
    22160KAL9 COSTCO WHOLESALE COR 50,177 53,799
    9128283F5 US TREASURY NOTE 54,317 61,071
    855244AP4 STARBUCKS CORP 80,615 85,963
    025816BS7 AMERICAN EXPRESS CO 125,199 132,945
    06051GHH5 VR BANK OF AMERICA 100,010 101,185
    9128283J7 US TREASURY NOTE 63,285 68,668
    571748BN1 MARSH & MCLENNAN COS 78,846 79,403
    3135G05Q2 FED NATL MTG ASSN 99,066 98,139
    278865AV2 ECOLAB INC 104,582 110,992
    594918AW4 MICROSOFT CORP 3.625 82,025 81,913
    912828K74 US TREASURY NOTE 2.0 92,327 96,940
    9128283C2 US TREASURY NOTE 2.0 99,836 103,418
    96332HCD9 WHIRLPOOL CORP 4.850 26,011 25,488
    912828UN8 US TREASURY NOTE 2.0 75,372 77,954
    872539AA9 TJX COS INC 2.750% 6 101,181 100,693
    9128282R0 US TREASURY NOTE 64,164 75,400
    548661DH7 LOWE'S COS INC 83,997 83,711
    3130A0XD7 FED HOME LN BK 2.375 85,755 85,366
    87612EBH8 TARGET CORP 81,500 87,920
    037833CJ7 APPLE INC 64,510 68,447
    912828U24 US TREASURY NOTE 2.0 111,577 125,166
    9128282N9 US TREASURY NOTE 2.1 160,213 170,931
    501044DP3 KROGER CO 79,001 78,812
    808513BA2 CHARLES SCHWAB CORP 53,277 57,407
    585055BS4 MEDTRONIC INC 36,702 39,277
    189054AU3 CLOROX COMPANY 63,342 66,430
    9128282S8 US TREASURY NOTE 49,951 51,242

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Name of Stock End of Year Book Value End of Year Fair Market Value
    57636Q104 MASTERCARD INC 234,361 244,504
    060505104 BANK OF AMERICA CORP 222,430 251,876
    50540R409 LABORATORY CRP OF AM 198,628 306,546
    773903109 ROCKWELL AUTOMATION 146,427 215,195
    665859104 NORTHERN TRUST CORP 149,373 174,265
    742718109 PROCTER & GAMBLE CO 189,293 259,635
    G8994E103 TRANE TECHNOLOGIES P 134,920 245,611
    015351109 ALEXION PHARMACEUTIC 95,486 144,522
    G29183103 EATON CORP PLC 122,559 214,810
    713448108 PEPSICO INC 137,285 178,257
    34959J108 FORTIVE CORP 199,682 257,997
    22160K105 COSTCO WHOLESALE COR 73,008 323,277
    92343V104 VERIZON COMMUNICATIO 108,648 119,028
    65339F101 NEXTERA ENERGY INC 108,490 156,306
    904767704 UNILEVER PLC - ADR 120,721 126,635
    594918104 MICROSOFT CORP 86,994 787,812
    458140100 INTEL CORP 59,467 132,123
    20825C104 CONOCOPHILLIPS 171,489 114,691
    928881101 VONTIER CORP 34,408 48,597
    808513105 SCHWAB CHARLES CORP 192,196 249,076
    872540109 TJX COMPANIES INC 104,726 316,729
    67103H107 O'REILLY AUTOMOTIVE 161,524 300,506
    437076102 HOME DEPOT INC 27,596 303,604
    532457108 ELI LILLY & CO COM 141,969 290,236
    009158106 AIR PRODS & CHEMS IN 112,232 212,019
    285512109 ELECTRONIC ARTS INC 120,164 147,334
    17275R102 CISCO SYSTEMS INC 107,614 189,874
    941848103 WATERS CORP 115,817 146,967
    42809H107 HESS CORP 129,145 137,043
    025816109 AMERICAN EXPRESS CO 158,229 152,709
    037833100 APPLE INC 116,220 795,344
    02079K305 ALPHABET INC CL A 89,996 541,566
    92826C839 VISA INC-CLASS A SHR 107,632 374,247
    12572Q105 CME GROUP INC 187,886 200,801
    G5960L103 MEDTRONIC PLC 139,770 214,835
    254687106 WALT DISNEY CO 66,055 301,846
    874039100 TAIWAN SEMICONDUCTOR 96,949 281,868
    G1151C101 ACCENTURE PLC 64,047 294,384
    574599106 MASCO CORP 127,855 158,143

    TY 2020 InvestmentsOtherSchedule2
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    9128282U3 US TREASURY NOTE      
    437076102 HOME DEPOT INC      
    532457108 ELI LILLY & CO COM      
    92343V104 VERIZON COMMUNICATIO      
    06051GHH5 VR BANK OF AMERICA      
    9128283J7 US TREASURY NOTE      
    96332HCD9 WHIRLPOOL CORP 4.850      
    912828X88 US TREASURY NOTE      
    9128282S8 US TREASURY NOTE      
    665859AN4 NORTHERN TRUST CORP      
    26875PAG6 EOG RESOURCES INC 4.      
    912828UN8 US TREASURY NOTE 2.0      
    037833100 APPLE COMPUTER INC C      
    254687106 WALT DISNEY CO      
    458140100 INTEL CORP      
    806857108 SCHLUMBERGER LTD      
    872540109 TJX COS INC NEW      
    22160K105 COSTCO WHOLESALE COR      
    50540R409 LABORATORY CRP OF AM      
    G5960L103 MEDTRONIC PLC      
    G87110105 TECHNIPFMC LTD      
    3137EADB2 FED HOME LN MTG CORP      
    9128282Y5 US TREASURY NOTE      
    009158106 AIR PRODUCTS AND CHE      
    693475105 PNC FINANCIAL SERVIC      
    713448108 PEPSICO INC      
    G1151C101 ACCENTURE PLC      
    02079K107 ALPHABET INC/CA      
    02079K305 ALPHABET INC/CA      
    064058100 THE BANK OF NEW YORK      
    3130A0XD7 FED HOME LN BK 2.375      
    872539AA9 TJX COS INC 2.750% 6      
    46625HHU7 JPMORGAN CHASE & CO      
    912828U24 US TREASURY NOTE      
    74144Q203 T ROWE PRICE INST EM AT COST 200,000 246,127
    901165100 TWEEDY BROWNE FD GLO AT COST 148,320 172,988
    09186L100 BLACK CREEK DIVERSIF AT COST 187,335 200,492
    MIX015850 NATRONA CO. WYOMING AT COST 1 6
    277923728 EATON VANCE GLOBAL M      
    922031760 VANGUARD HIGH YIELD AT COST 100,000 102,749
    704223817 PAX WORLD SMALL CAP- AT COST 200,000 235,667
    257132811 DOMINI IMPACT INTL E AT COST 119,412 166,375
    262028855 DRIEHAUS ACTIVE INCO      
    19247U106 COHEN & STEERS INSTL AT COST 80,003 67,189
    78463X863 SPDR DJ WILSHIRE INT AT COST 128,709 112,497
    MIX015868 SWEETWATER CO. WYO. AT COST 1 41
    464287499 ISHARES RUSSELL MID- AT COST 764,868 1,638,345
    922908553 VANGUARD REAL ESTATE AT COST 262,966 439,513
    922042858 VANGUARD FTSE EMERGI AT COST 240,263 278,111
    9128283D0 US TREASURY NOTE      
    9128283F5 US TREASURY NOTE      
    17275R102 CISCO SYSTEMS INC      
    09857L108 BOOKING HOLDINGS INC      
    67103H107 O'REILLY AUTOMOTIVE      
    89417E109 TRAVELERS COS INC      
    92826C839 VISA INC-CLASS A SHR      
    025816BS7 AMERICAN EXPRESS CO      
    3133XXP50 FED HOME LN BK 4.125      
    912828N30 US TREASURY NOTE      
    G47791101 INGERSOLL-RAND PLC      
    74340W103 PROLOGIS INC AT COST 109,339 173,209
    G29183103 EATON CORP PLC      
    001055AJ1 AFLAC INC 4.000% 2/1      
    285512109 ELECTRONIC ARTS INC      
    742718109 PROCTER & GAMBLE CO      
    46625H100 JPMORGAN CHASE & CO      
    9128283C2 US TREASURY NOTE      
    912828M56 US TREASURY NOTE      
    534187BF5 LINCOLN NATIONAL COR      
    912828XX3 US TREASURY NOTE      
    594918104 MICROSOFT CORP      
    34959J108 FORTIVE CORP      
    9128282N9 US TREASURY NOTE      
    9128282R0 US TREASURY NOTE      
    863667101 STRYKER CORP      
    874039100 TAIWAN SEMICONDUCTOR      
    589509207 MERGER FUND-INST #30 AT COST 337,382 360,321
    256206103 DODGE & COX INTL STO AT COST 180,000 183,932
    74256W485 PRINCIPAL PREFERRED AT COST 300,000 300,718
    4812C0803 JPMORGAN HIGH YIELD      
    74925K581 BOSTON P LNG/SHRT RE AT COST 51,997 51,189
    87234N765 TCW EMRG MKTS INCM-I AT COST 300,000 305,383
    459200KA8 IBM CORP      
    00206RDD1 AT&T INC      
    025816109 AMERICAN EXPRESS COM      
    9128283W8 US TREASURY NOTE      
    278865AV2 ECOLAB INC      
    PFX990006 PIMCO FLEXIBLE CREDI AT COST 175,000 161,391
    773903109 ROCKWELL AUTOMATION      
    20825C104 CONOCOPHILLIPS      
    00143W859 INV OPP DEVELOP MRKT AT COST 275,000 344,522
    9128286X3 US TREASURY NOTE      
    189054AU3 CLOROX COMPANY      
    SWR990003 STARWOOD REIT AT COST 175,000 178,242
    912828K74 US TREASURY NOTE      
    585055BS4 MEDTRONIC INC      
    42809H107 HESS CORP      
    00889A400 INVESCO INTL GROWTH- AT COST 167,223 194,280
    31641Q755 FIDELITY NEW MRKTS I AT COST 375,403 378,594
    50540RAU6 LABORATORY CORP OF      
    844741108 SOUTHWEST AIRLINES C      
    BIT990000 BLACKSTONE REAL ESTA AT COST 175,000 180,797
    855244AP4 STARBUCKS CORP      
    437076BW1 HOME DEPOT INC      
    22160KAL9 COSTCO WHOLESALE COR      
    808513105 SCHWAB CHARLES CORP      
    904784709 UNILEVER N.V. - ADR      
    74256W626 PRINCIPAL HIGH YIELD AT COST 275,000 297,608
    74460D109 PUBLIC STORAGE INC C AT COST 120,389 135,325
    27831R108 EV GLBL MACR ABS RTR AT COST 195,227 192,097
    72201W394 PIMCO CRDT OPPRT BND AT COST 175,000 173,784
    000843201 ACAP STRATEGIC FUND- AT COST 150,000 218,132

    TY 2020 OtherDecreasesSchedule
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Description Amount
    PY RETURN OF CAPITAL ADJ 6,933
    PURCHASE OF ACCRUED INTEREST CARRYOVER 281
    COST BASIS ADJUSTMENT 34


    TY 2020 OtherExpensesSchedule
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OMG MINERAL INTEREST - PRODUCT 178 0   0
    OMG MINERAL INTEREST - AD VALO 11 0   0
    OMG MINERAL INTEREST - FEES 70 0   0
    OMG OTHER ROYALTY EXPENSES 1,464 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,921 1,921  
    OTHER INCOME 590 590  
    OMG ROYALTY INCOME 5 5  
    OMG WORKING INTEREST INCOME 1,414 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Description Amount
    MUTUAL FUND TIMING ADJ 8,020


    TY 2020 TaxesSchedule
    Name:
    STANTON MAY BONFILS TUW-MAIN
    EIN:
    84-6027976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,796 7,796   0
    FEDERAL ESTIMATES - PRINCIPAL 2,296 0   0
    FOREIGN TAXES ON QUALIFIED FOR 285 285   0
    FOREIGN TAXES ON NONQUALIFIED 799 799   0