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
KOENIG EVELYN T
 
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

65-0128096
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$2,686,775J 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) 320,471
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 55,620 55,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,546
b Gross sales price for all assets on line 6a 2,241,671
7 Capital gain net income (from Part IV, line 2)... 75,546
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 249 249  
12 Total. Add lines 1 through 11........ 451,886 131,063  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,937 27,843   3,094
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)....... Click to see attachment 1,068 0 0 1,068
c Other professional fees (attach schedule).... Click to see attachment 817 817   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,394 1,039   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 6 6    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,222 29,705 0 4,162
25 Contributions, gifts, grants paid....... 40,000 40,000
26 Total expenses and disbursements. Add lines 24 and 25 78,222 29,705 0 44,162
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 373,664
b Net investment income (if negative, enter -0-) 101,358
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............. 10,803 1,290 1,290
2 Savings and temporary cash investments......... 133,648 97,958 97,958
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 attachment581,803 818,145
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,730,131 Click to see attachment1,480,157 1,769,382
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) 1,874,582 2,161,208 2,686,775
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........ 1,874,582 2,161,208
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)..... 1,874,582 2,161,208
30 Total liabilities and net assets/fund balances (see instructions). 1,874,582 2,161,208
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
1,874,582
2
Enter amount from Part I, line 27a .....................
2
373,664
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,226
4
Add lines 1, 2, and 3 ..........................
4
2,250,472
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
89,264
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,161,208
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 82. AT & T INC     2020-01-08
b 6. ABBOTT LABS   2016-08-11 2020-01-08
c 8. ALLSTATE CORP   2012-04-05 2020-01-08
d 17. INTEL CORP   2007-10-17 2020-01-08
e 4. LOWES COS INC   2012-04-05 2020-01-08
11. MARSH & MCLENNAN COS INC   2012-04-05 2020-01-08
7. MERCK & CO INC NEW   2012-04-05 2020-01-08
6. NORTHROP GRUMMAN CORP   2012-04-05 2020-01-08
9. RAYTHEON COMPANY   2012-04-05 2020-01-08
407. HALLIBURTON CO     2020-03-02
78. HALLIBURTON CO   2020-01-08 2020-03-02
3. JOHNSON & JOHNSON   2004-01-30 2020-03-20
169. MARATHON OIL CORP   2020-01-08 2020-03-20
278. MARATHON OIL CORP     2020-03-20
8. WASTE MANAGEMENT INC   2012-04-05 2020-03-20
94. WASTE MANAGEMENT INC   2012-04-05 2020-03-23
28. INTEL CORP   2007-10-17 2020-04-01
432. MARATHON OIL CORP   2016-06-16 2020-04-01
30. MONDELEZ INTERNATIONAL INC   2013-06-17 2020-04-01
16. ORACLE CORPORATION   2017-01-24 2020-04-01
61. CONAGRA FOODS INC   2019-08-01 2020-04-06
77. OCCIDENTAL PETE CORP   2020-01-08 2020-04-20
184. OCCIDENTAL PETE CORP     2020-04-20
2461.526 INV OPP DEVELOP MRKTS-R6 7038     2020-04-27
4792.092 ACADIAN EMG MRKTS PORT-I #1960   2013-01-15 2020-04-27
6239.311 INVESCO BAL RSK COMM STR-R6 #5011   2019-05-13 2020-04-27
4411.765 AMER BCN PS SSI ALT INC-Y #4975   2019-05-07 2020-04-27
416.875 AMER CENT SMALL CAP GRWTH INST 336     2020-04-27
7.919 AMER CENT SMALL CAP GRWTH INST 336   2019-10-21 2020-04-27
206.893 ARTISAN MID CAP FUND-INS 1333     2020-04-27
1691.729 DIAMOND HILL LONG/SHORT-I 11   2019-05-07 2020-04-27
144. EQUITY RESIDENTIAL PPTYS TR SH BEN     2020-04-27
327.269 FIDELITY NEW MRKTS INC-Z #3323     2020-04-27
11.015 FIDELITY NEW MRKTS INC-Z #3323   2019-10-21 2020-04-27
258. GOLDMAN ACTIVEBETA US LC ETF   2019-08-07 2020-04-27
69.129 HARBOR CAPITAL APPREC-RET #2512   2011-08-26 2020-04-27
3143.366 OAKMARK INTERNATIONAL-INST #2886   2013-01-15 2020-04-27
462. ISHARES TRS & P 1500 INDEX FD   2019-02-21 2020-04-27
74. ISHARES TRS & P 1500 INDEX FD     2020-04-27
1207. ISHARES MSCI EAFE ETF   2018-11-07 2020-04-27
398. ISHARES S&P MID-CAP 400 GROWTH   2016-07-27 2020-04-27
870. ISHARES RUSSELL 1000 GROWTH ETF   2012-04-03 2020-04-27
625. ISHARES S&P SMALL-CAP 600 GROWTH     2020-04-27
224.429 JPMORGAN MID CAP VALUE-R6 #2335   2010-12-17 2020-04-27
149.826 JENSEN QUALITY GROWTH-Y #6299   2019-10-21 2020-04-27
308.315 MFS VALUE FUND-R6 4810     2020-04-27
1949.662 MAINSTAY MACKAY CONVERT-I 2584   2013-09-20 2020-04-27
2696.225 MERGER FUND-INST #301   2019-05-07 2020-04-27
2742.09 METROPOLITAN WEST T/R BD-PLN #712     2020-04-27
1753.914 METROPOLITAN WEST T/R BD-PLN #712     2020-04-27
2044.99 PIMCO LOW DURATION FD I #36   2019-05-13 2020-04-27
4863.813 PIMCO LOW DURATION FD I #36   2013-09-20 2020-04-27
8412.277 PIMCO MODERATE DURATION-INST #120   2008-02-13 2020-04-27
2717.932 PIMCO TOTAL RET FD-INST #35     2020-04-27
6783.07 PIMCO TOTAL RET FD-INST #35     2020-04-27
836.941 PIMCO HIGH YIELD FD-INST #108   2019-10-09 2020-04-27
5480.493 PIMCO HIGH YIELD FD-INST #108   2006-08-15 2020-04-27
9955.147 PIMCO EMERG MKTS BD-INST 137     2020-04-27
2929.688 PIMCO EMERG MKTS BD-INST 137   2019-05-07 2020-04-27
3168.568 BOSTON P LNG/SHRT RES-INS 7015   2015-06-18 2020-04-27
644.097 T ROWE PR OVERSEAS STOCK-I #521   2019-08-07 2020-04-27
766.577 T ROWE PR OVERSEAS STOCK-I #521     2020-04-27
1727.405 T ROWE PR REAL ESTATE-I #432     2020-04-27
1361. SPDR DJ WILSHIRE INTERNATIONAL R ETF     2020-04-27
93.798 STERLING CAPITAL STRATTON SMALL CAP     2020-04-27
2.957 STERLING CAPITAL STRATTON SMALL CAP   2019-08-07 2020-04-27
3970.686 TCW FUNDS SELECT EQUITIES-I #4730   2012-04-03 2020-04-27
1185.627 TCW EMRG MKTS INCM-I 4721   2018-07-13 2020-04-27
20. TCW EMRG MKTS INCM-I 4721   2019-10-21 2020-04-27
915. ETRACS ALERIAN MLP IND SER B ETN   2014-10-07 2020-04-27
6115.639 VANGUARD HIGH YIELD CORP-ADM 529   2016-06-15 2020-04-27
6743.007 VIRTUS CEREDEX M/C VAL EQ-I #5412   2010-01-28 2020-04-27
33. ALLSTATE CORP   2012-04-05 2020-04-29
216. AMERICAN INTERNATIONAL GROUP, INC     2020-04-29
.41 RAYTHEON TECHNOLOGIES CORP   2012-04-05 2020-04-29
2232. ISHARES GLOBAL REIT ETF   2020-04-27 2020-06-17
81. ABBOTT LABS   2016-08-11 2020-06-24
254. ARCHER DANIELS MIDLAND CO     2020-06-24
317. CONAGRA FOODS INC   2019-08-01 2020-09-16
103. DOLLAR TREE INC   2017-08-15 2020-09-16
27. DOLLAR TREE INC   2020-01-08 2020-09-16
178. EDISON INTL COM     2020-09-16
218. TRUIST FINANCIAL CORP     2020-09-16
151. GOLDMAN SACHS ACTIVEBETA INT ETF   2020-04-27 2020-09-25
462. INVESCO OPTIMUM YIELD DIVERS   2020-04-27 2020-09-25
934. ISHARES CORE U.S. AGGREGATE ETF   2020-04-27 2020-09-25
30. ISHARES JP MORGAN USD EMERGING   2020-04-27 2020-09-25
155. ISHARES CORE MSCI EMERGING ETF   2020-04-27 2020-09-25
101. ISHARES CORE MSCI EMERGING ETF     2020-09-25
611. ISHARES CORE TOTAL BOND ETF   2020-04-27 2020-09-25
70. ALLSTATE CORP   2012-04-05 2020-10-21
70. CIGNA CORP     2020-10-21
94. CONOCOPHILLIPS   2020-04-20 2020-10-21
180. CONOCOPHILLIPS     2020-10-21
45. DUPONT DE NEMOURS INC   2020-01-08 2020-10-21
147. DUPONT DE NEMOURS INC     2020-10-21
35. MARSH & MCLENNAN COS INC   2012-04-05 2020-10-21
175. TJX COMPANIES INC   2020-04-29 2020-10-21
.8514 VIATRIS INC   2020-01-08 2020-12-02
1583. INVESCO OPTIMUM YIELD DIVERS   2020-04-27 2020-12-09
69. ISHARES RUSSELL 2000 ETF   2020-09-25 2020-12-09
166. ISHARES CORE TOTAL BOND ETF   2020-04-27 2020-12-09
144. VANGUARD MIDCAP VIPER     2020-12-09
30. VANGUARD MIDCAP VIPER   2019-10-18 2020-12-09
45. CVS HEALTH CORPORATION   2017-12-21 2020-12-14
46. CARDINAL HEALTH INC COM     2020-12-14
60. GILEAD SCIENCES INC   2020-10-21 2020-12-14
45. HAIN CELESTIAL GROUP INC   2020-04-29 2020-12-14
77. LOWES COS INC   2012-04-05 2020-12-14
45. MARSH & MCLENNAN COS INC   2012-04-05 2020-12-14
21. NORTHROP GRUMMAN CORP   2012-04-05 2020-12-14
121. VERIZON COMMUNICATIONS   2010-11-04 2020-12-14
200. FLEXTRONICS INTL LTD   2020-04-29 2020-12-14
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,239   3,263 -24
b 518   270 248
c 905   262 643
d 1,003   451 552
e 488   126 362
1,225   354 871
620   272 348
2,219   365 1,854
2,041   470 1,571
6,826   11,905 -5,079
1,308   1,861 -553
371   161 210
597   2,214 -1,617
982   4,289 -3,307
794   281 513
8,257   3,298 4,959
1,442   743 699
1,334   5,296 -3,962
1,454   894 560
782   641 141
1,929   1,780 149
980   3,468 -2,488
2,342   13,543 -11,201
90,560   86,804 3,756
78,447   93,495 -15,048
30,448   40,000 -9,552
42,750   45,000 -2,250
7,083   6,538 545
135   142 -7
8,369   8,270 99
37,150   45,000 -7,850
9,389   8,557 832
4,196   4,849 -653
141   162 -21
14,967   14,883 84
5,222   2,482 2,740
51,551   68,889 -17,338
29,418   29,344 74
4,712   4,941 -229
67,273   77,514 -10,241
79,804   69,811 9,993
147,647   58,012 89,635
93,929   52,951 40,978
6,769   5,274 1,495
7,184   7,778 -594
11,482   6,891 4,591
33,944   33,612 332
45,782   45,000 782
29,231   27,599 1,632
18,697   17,826 871
20,061   19,939 122
47,714   49,333 -1,619
89,338   87,488 1,850
28,892   27,804 1,088
72,104   72,172 -68
6,813   7,421 -608
44,611   52,249 -7,638
91,786   111,897 -20,111
27,012   30,000 -2,988
41,730   50,000 -8,270
5,758   6,383 -625
6,853   7,664 -811
33,823   34,722 -899
37,100   54,073 -16,973
5,538   7,681 -2,143
175   224 -49
107,328   82,392 24,936
8,062   9,532 -1,470
136   166 -30
7,014   30,058 -23,044
33,024   34,676 -1,652
63,789   67,902 -4,113
3,425   1,080 2,345
5,651   11,025 -5,374
28   9 19
48,853   44,207 4,646
7,070   3,646 3,424
9,949   8,425 1,524
11,114   9,248 1,866
9,274   7,633 1,641
2,431   2,445 -14
9,396   8,308 1,088
8,843   8,147 696
4,170   3,678 492
6,265   5,175 1,090
110,286   109,292 994
3,309   2,938 371
7,879   6,684 1,195
5,134   4,799 335
33,186   32,668 518
6,386   2,291 4,095
12,290   12,842 -552
2,913   3,264 -351
5,578   6,154 -576
2,644   2,768 -124
8,638   10,508 -1,870
3,952   1,127 2,825
9,672   9,114 558
15   14 1
23,069   17,732 5,337
13,261   10,042 3,219
9,002   8,875 127
29,362   23,655 5,707
6,117   5,034 1,083
3,195   3,378 -183
2,497   2,334 163
3,605   3,623 -18
1,711   1,214 497
12,459   2,422 10,037
5,231   1,449 3,782
6,358   1,278 5,080
7,341   4,039 3,302
3,333   1,954 1,379
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      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
      182
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       -24
b       248
c       643
d       552
e       362
      871
      348
      1,854
      1,571
      -5,079
      -553
      210
      -1,617
      -3,307
      513
      4,959
      699
      -3,962
      560
      141
      149
      -2,488
      -11,201
      3,756
      -15,048
      -9,552
      -2,250
      545
      -7
      99
      -7,850
      832
      -653
      -21
      84
      2,740
      -17,338
      74
      -229
      -10,241
      9,993
      89,635
      40,978
      1,495
      -594
      4,591
      332
      782
      1,632
      871
      122
      -1,619
      1,850
      1,088
      -68
      -608
      -7,638
      -20,111
      -2,988
      -8,270
      -625
      -811
      -899
      -16,973
      -2,143
      -49
      24,936
      -1,470
      -30
      -23,044
      -1,652
      -4,113
      2,345
      -5,374
      19
      4,646
      3,424
      1,524
      1,866
      1,641
      -14
      1,088
      696
      492
      1,090
      994
      371
      1,195
      335
      518
      4,095
      -552
      -351
      -576
      -124
      -1,870
      2,825
      558
      1
      5,337
      3,219
      127
      5,707
      1,083
      -183
      163
      -18
      497
      10,037
      3,782
      5,080
      3,302
      1,379
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 75,546
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 1,409
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 1,409
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 1,409
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,648
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,648
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 1,239
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,239 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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     		30,937    
    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
    2,226,006
    b
    Average of monthly cash balances.......................
    1b
    159,706
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,385,712
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,385,712
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,786
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,349,926
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    117,496
    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
    117,496
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,409
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,409
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,087
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    116,087
    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
    116,087
    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
    44,162
    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
    44,162
    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
    44,162
    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 7 116,087
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 15,675
    e From 2019...... 0
    fTotal of lines 3a through e........ 15,675
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 44,162
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 44,162
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 15,675 15,675
    (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 ..........     		56,250
    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
    EASTER SEALS SOUTHWEST FL INC
    350 BRADEN AVE
    SARASOTA,FL34243     		NONE PC GENERAL OPERATING 10,000
    UNIVERSITY OF FLORIDA FOUNDATION
    1937 WEST UNIVERSITY AVE
    GAINESVILLE,FL32603     		NONE PC GENERAL OPERATING 10,000
    SAFE CHILDREN COALITION INC
    1500 INDEPENDENCE BLVD STE 210
    SARASOTA,FL34234     		NONE PC GENERAL OPERATING 10,000
    STATE COLLEGE OF FLORIDA FDN INC
    5840 26TH ST W
    BRADENTON,FL34207     		NONE PC GENERAL OPERATING 10,000
    Total .................................bullet 3a 40,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 55,620  
    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 75,546  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 249  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   131,415  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    131,415
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    KOENIG EVELYN T
     
    Employer identification number

    65-0128096
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    KOENIG EVELYN T
          		Employer identification number
    65-0128096
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EVELYN TIMM KOENIG FOUNDATION
    100 N MAIN ST MAC D4001-117
     
    WINSTON SALEM, NC27101

    		$ 320,471


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    KOENIG EVELYN T
          		Employer identification number

    65-0128096
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VARIOUS SECURITIES $ 310,044 2020-04-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    KOENIG EVELYN T
          		Employer identification number

    65-0128096
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,068     1,068

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Name of Stock End of Year Book Value End of Year Fair Market Value
    405217100 HAIN CELESTIAL GROUP 6,881 10,238
    20030N101 COMCAST CORP CLASS A 10,128 12,995
    14149Y108 CARDINAL HEALTH INC 6,643 9,373
    94106L109 WASTE MANAGEMENT INC 8,613 10,024
    02079K107 ALPHABET INC CL C 34,771 43,797
    891160509 TORONTO DOMINION BK 10,704 14,105
    571748102 MARSH & MCLENNAN COS 805 2,925
    126650100 CVS HEALTH CORPORATI 10,966 16,051
    92556V106 VIATRIS INC 361 675
    375558103 GILEAD SCIENCES INC 3,321 3,204
    87612E106 TARGET CORP 9,498 13,240
    002824100 ABBOTT LABS 2,476 6,022
    G5960L103 MEDTRONIC PLC 12,126 12,885
    907818108 UNION PACIFIC CORP 10,678 13,534
    149123101 CATERPILLAR INC 7,895 13,834
    717081103 PFIZER INC 6,801 10,933
    478160104 JOHNSON & JOHNSON 4,015 11,804
    68389X105 ORACLE CORPORATION 7,408 11,968
    904767704 UNILEVER PLC - ADR 9,855 12,072
    037833100 APPLE INC 45,964 84,922
    517834107 LAS VEGAS SANDS CORP 13,969 16,986
    666807102 NORTHROP GRUMMAN COR 609 3,047
    56501R106 MANULIFE FINANCIAL C 12,825 17,820
    89151E109 TOTAL S.A. - ADR 8,662 9,849
    91324P102 UNITEDHEALTH GROUP I 26,293 31,561
    31620M106 FIDELITY NATL INFORM 10,653 10,610
    H84989104 TE CONNECTIVITY LTD 9,037 13,923
    548661107 LOWES COS INC 629 3,210
    192446102 COGNIZANT TECH SOLUT 10,029 11,473
    25243Q205 DIAGEO PLC - ADR 12,483 14,293
    609207105 MONDELEZ INTERNATION 9,263 15,495
    00206R102 AT & T INC 14,150 12,511
    867224107 SUNCOR ENERGY INC NE 9,125 8,390
    11135F101 BROADCOM INC 14,910 21,893
    09247X101 BLACKROCK INC 10,182 14,431
    654106103 NIKE INC CL B 14,437 22,635
    46625H100 JPMORGAN CHASE & CO 19,639 25,414
    09260D107 BLACKSTONE GROUP INC 7,766 9,073
    150870103 CELANESE CORP 9,843 14,943
    064058100 BANK NEW YORK MELLON 5,365 9,591
    458140100 INTEL CORP 4,563 8,569
    594918104 MICROSOFT CORP 39,350 50,045
    92343V104 VERIZON COMMUNICATIO 2,337 4,113
    871829107 SYSCO CORP 13,288 16,337
    17275R102 CISCO SYSTEMS INC 7,895 13,649
    911312106 UNITED PARCEL SERVIC 13,727 14,314
    58933Y105 MERCK & CO INC NEW 5,120 10,798
    92826C839 VISA INC-CLASS A SHR 11,772 14,217
    172967424 CITIGROUP INC. 17,485 21,581
    512807108 LAM RESEARCH CORP CO 9,734 16,529
    75513E101 RAYTHEON TECHNOLOGIE 2,705 8,653
    Y2573F102 FLEX LTD 7,619 14,024
    031162100 AMGEN INC 7,509 6,898
    254687106 WALT DISNEY CO 8,921 16,669

    TY 2020 InvestmentsOtherSchedule2
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    281020107 EDISON INTL COM      
    571748102 MARSH & MCLENNAN COS      
    56063N600 MAINSTAY CONVERTIBLE      
    464287465 ISHARES MSCI EAFE      
    693391559 PIMCO EMERG MKTS BD-      
    026874784 AMERICAN INTERNATION      
    125523100 CIGNA CORP      
    755111507 RAYTHEON CO      
    20825C104 CONOCOPHILLIPS      
    78463X863 SPDR DJ WILSHIRE INT      
    92837F458 VIRTUS CEREDEX M/C V      
    90267B682 ETRACS ALERIAN MLP E      
    693390700 PIMCO TOTAL RET FD-I      
    693390304 PIMCO LOW DURATION F      
    693390841 PIMCO HIGH YIELD FD-      
    87234N302 TCW FUNDS SELECT EQU      
    002824100 ABBOTT LABORATORIES      
    126650100 CVS/CAREMARK CORPORA      
    458140100 INTEL CORP      
    717081103 PFIZER INC      
    94106L109 WASTE MANAGEMENT INC      
    039483102 ARCHER DANIELS MIDLA      
    29476L107 EQUITY RESIDENTIAL P      
    406216101 HALLIBURTON CO      
    548661107 LOWES COS INC      
    666807102 NORTHROP GRUMMAN COR      
    68389X105 ORACLE CORPORATION      
    256746108 DOLLAR TREE INC      
    609207105 MONDELEZ INTERNATION      
    464287614 ISHARES RUSSELL 1000      
    464287606 ISHARES S&P MIDCAP 4      
    020002101 ALLSTATE CORP COM      
    92343V104 VERIZON COMMUNICATIO      
    064058100 THE BANK OF NEW YORK      
    74925K581 ROBECO BP LNG/SHRT R      
    693390593 PIMCO MODERATE DURAT      
    779919307 T ROWE PR REAL ESTAT      
    413838723 OAKMARK INTERNATIONA      
    14149Y108 CARDINAL HEALTH INC      
    58933Y105 MERCK & CO INC NEW      
    565849106 MARATHON OIL CORP      
    17275R102 CISCO SYSTEMS INC      
    478160104 JOHNSON & JOHNSON      
    674599105 OCCIDENTAL PETE CORP      
    00206R102 AT & T INC      
    464287887 ISHARES SP SMALL-CAP      
    922031760 VANGUARD HIGH YIELD      
    00888Y847 INVESCO BAL RSK COMM      
    89832Q109 TRUIST FINANCIAL COR      
    589509207 MERGER FUND-INST #30      
    11135F101 BROADCOM INC      
    205887102 CONAGRA FOODS INC      
    25264S833 DIAMOND HILL LONG-SH      
    26614N102 DUPONT DE NEMOURS IN      
    024526220 AMER BCN PS SSI ALT      
    00143W859 INV OPP DEVELOP MRKT      
    00769G188 ACADIAN EMG MRKTS PO      
    46090F100 INVESCO OPTIMUM YIEL AT COST 40,124 54,661
    464287226 ISHARES CORE U.S. AG AT COST 259,567 262,027
    46434V613 ISHARES CORE TOTAL B AT COST 128,694 131,374
    381430107 GOLDMAN SACHS ACTIVE AT COST 61,090 80,005
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 264,681 287,736
    46434G103 ISHARES CORE MSCI EM AT COST 168,197 212,177
    464287655 ISHARES RUSSELL 2000 AT COST 60,545 81,561
    464288281 ISHARES JP MORGAN US AT COST 135,167 158,217
    922908629 VANGUARD MIDCAP VIPE AT COST 362,092 501,624

    TY 2020 OtherDecreasesSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Description Amount
    FMV OVER BV OF CONTRIBUTIONS 77,750
    BASIS ADJUSTMENT 11,514


    TY 2020 OtherExpensesSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 6 6   0


    TY 2020 OtherIncomeSchedule2
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 249 249  


    TY 2020 OtherIncreasesSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Description Amount
    MUTUAL FUND TIMING ADJ 2,226


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 817 817    


    TY 2020 TaxesSchedule
    Name:
    KOENIG EVELYN T
    EIN:
    65-0128096
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 765 765   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,707 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,648 0   0
    FOREIGN TAXES ON NONQUALIFIED 274 274   0