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
LINDER & LAURA HAMBLEN SCHOLARSHIP
 
Number and street (or P.O. box number if mail is not delivered to street address)7501 WISCONSIN AVENUE SUITE 1500W
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

54-2189213
B Telephone number (see instructions)

(240) 497-5000
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$4,390,510J 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... 63,695 63,680  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 279,508
b Gross sales price for all assets on line 6a 1,137,909
7 Capital gain net income (from Part IV, line 2)... 279,508
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 343,203 343,188  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,882 48,662   16,221
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,871 1,038   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 82 82    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,835 49,782 0 16,221
25 Contributions, gifts, grants paid....... 194,666 194,666
26 Total expenses and disbursements. Add lines 24 and 25 263,501 49,782 0 210,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 79,702
b Net investment income (if negative, enter -0-) 293,406
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 155,667 66,344 66,344
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)   Click to see attachment146,812 155,844
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 924,362 Click to see attachment850,286 896,863
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,299,467 Click to see attachment1,396,039 3,271,459
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) 2,379,496 2,459,481 4,390,510
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........ 2,379,496 2,459,481
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)..... 2,379,496 2,459,481
30 Total liabilities and net assets/fund balances (see instructions). 2,379,496 2,459,481
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
2,379,496
2
Enter amount from Part I, line 27a .....................
2
79,702
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,262
4
Add lines 1, 2, and 3 ..........................
4
2,460,460
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
979
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,459,481
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 5. APPLE COMPUTER   2019-12-12 2020-01-08
b 5. COGNEX CORP   2017-08-02 2020-01-08
c 5. ILLUMINA INC   2014-08-26 2020-01-08
d 5. JOHNSON & JOHNSON   2016-05-16 2020-01-08
e 5. LAUDER ESTEE COS INC   2017-12-22 2020-01-08
5. MICROSOFT CORP   2005-12-09 2020-01-08
5. ROCHE HLDG LTD SPONS ADR   2019-06-28 2020-01-08
25. ROYAL DUTCH-ADR B   2019-06-28 2020-01-08
10. TJX COMPANIES   2017-08-02 2020-01-08
5. 3M CO   2005-12-09 2020-01-08
5. UNILEVER N V   2019-06-28 2020-01-08
5. VISA INC CL A   2019-06-28 2020-01-08
6. ALPHABET INC CL A   2015-01-09 2020-01-10
4. AMAZON COM INC   2014-08-26 2020-01-10
15. AMERICAN ELEC POWER   2019-06-28 2020-01-10
40. APPLE COMPUTER   2019-12-12 2020-01-10
20. BERKSHIRE HATHAWAY INC-CL B   2020-01-08 2020-01-10
5. CME GROUP INC   2019-06-28 2020-01-10
10. CME GROUP INC   2017-02-10 2020-01-10
40. CITIGROUP INC   2015-06-12 2020-01-10
30. COGNEX CORP   2017-08-02 2020-01-10
40. DANAHER CORP   2014-04-02 2020-01-10
35. WALT DISNEY COMPANY   2019-06-28 2020-01-10
20. EOG RES INC   2014-08-26 2020-01-10
15. ECOLAB INC   2016-05-16 2020-01-10
25. EDITAS MEDICINE INC COM   2018-08-08 2020-01-10
15. EDITAS MEDICINE INC COM   2020-01-08 2020-01-10
55. FORTIVE CORPORATION   2019-06-28 2020-01-10
5. GOLDMAN SACHS GROUP INC   2019-06-28 2020-01-10
10. ILLUMINA INC   2014-08-26 2020-01-10
5. INTUITIVE SURGICAL INC   2018-08-08 2020-01-10
30. JOHNSON & JOHNSON   2016-05-16 2020-01-10
35. LVMH MOET HENNESSY ADR   2019-06-28 2020-01-10
25. LAUDER ESTEE COS INC   2017-12-22 2020-01-10
5. MSCI INC CL A   2019-06-28 2020-01-10
10. MARRIOTT INTL INC NEW CL A   2015-09-10 2020-01-10
15. MARRIOTT INTL INC NEW CL A   2020-01-08 2020-01-10
70. MICROSOFT CORP   2005-12-09 2020-01-10
40. NASDAQ INC   2015-06-12 2020-01-10
40. NESTLE SA SPONS ADR   2019-06-28 2020-01-10
30. NEXTERA ENERGY INC   2013-01-28 2020-01-10
20. NVIDIA CORP   2015-01-09 2020-01-10
5. NVIDIA CORP   2020-01-08 2020-01-10
30. PEPSICO INC   2017-08-02 2020-01-10
5. ROCHE HLDG LTD SPONS ADR   2019-06-28 2020-01-10
70. ROCHE HLDG LTD SPONS ADR   2016-05-16 2020-01-10
10. ROPER TECHNOLOGIES INC COM   2007-03-30 2020-01-10
85. ROYAL DUTCH-ADR B   2019-06-28 2020-01-10
10. SAP AKTIENGESELLSCHAFT ADR   2013-01-28 2020-01-10
20. SAP AKTIENGESELLSCHAFT ADR   2019-06-28 2020-01-10
75. SCHWAB CHARLES CORP NEW   2010-06-02 2020-01-10
5. SCHWAB CHARLES CORP NEW   2020-01-08 2020-01-10
80. TJX COMPANIES   2015-01-09 2020-01-10
20. TELADOC HEALTH INC COM   2020-01-08 2020-01-10
60. TERRENO REALTY CORP   2017-08-02 2020-01-10
5. TERRENO REALTY CORP   2020-01-08 2020-01-10
15. 3M CO   2005-12-09 2020-01-10
65. UNILEVER N V   2019-06-28 2020-01-10
20. UNITEDHEALTH GROUP INC   2015-01-09 2020-01-10
20. VANGUARD ENERGY INDEX FUND ETF   2017-12-22 2020-01-10
15. VANGUARD WORLD FDS INDUSTRIAL ETF   2019-12-12 2020-01-10
80. VERIZON COMMUNICATIONS   2019-12-12 2020-01-10
15. VISA INC CL A   2019-06-28 2020-01-10
35. VISA INC CL A   2010-06-02 2020-01-10
10. ACCENTURE PLC   2019-06-28 2020-01-10
15. ACCENTURE PLC   2015-01-09 2020-01-10
10. DAIFUKU CO LTD   2020-01-09 2020-01-14
55. DAIFUKU CO LTD   2016-05-17 2020-01-14
5. FANUC LTD   2017-12-25 2020-01-14
45. SUMITOMO MITSUI FINANCIAL GR   2018-08-02 2020-01-14
10000. TUPPERWARE CORP 4.750% 06/01/2021   2019-11-01 2020-02-06
35000. DELTA AIR LINES 2.875% 3/13/20   2017-04-27 2020-03-13
355. MARRIOTT INTL INC NEW CL A   2016-07-13 2020-03-19
205. CME GROUP INC   2017-02-10 2020-03-24
115. ECOLAB INC   2016-05-16 2020-03-24
40. FORTIVE CORPORATION   2019-06-28 2020-03-24
30. FORTIVE CORPORATION   2017-02-10 2020-03-24
30. NVIDIA CORP   2015-01-09 2020-03-24
390. SAP AKTIENGESELLSCHAFT ADR   2015-09-10 2020-03-24
1030. SCHWAB CHARLES CORP NEW   2013-01-28 2020-03-24
785. TJX COMPANIES   2015-01-09 2020-03-24
140. UNITEDHEALTH GROUP INC   2015-01-09 2020-03-24
235. VANGUARD ENERGY INDEX FUND ETF   2017-12-22 2020-03-24
85. FANUC LTD   2018-08-02 2020-03-25
540. DANAHER CORP   2014-04-02 2020-03-31
7903.0338 BURLINGTN NO SF 06-2 TR 5.629% 04/01/24   2011-11-28 2020-04-01
7903.0338 BURLINGTN NO SF 06-2 TR 5.629% 04/01/24   2018-04-01 2020-04-01
530. CITIGROUP INC   2016-07-13 2020-04-20
5000. TUPPERWARE CORP 4.750% 06/01/2021   2019-11-01 2020-05-20
170. AMERICAN ELEC POWER   2019-06-28 2020-06-29
25. APPLE COMPUTER   2019-12-12 2020-06-29
105. CVS CORP   2020-03-31 2020-06-29
40. LAUDER ESTEE COS INC   2017-08-02 2020-06-29
25. NVIDIA CORP   2015-01-09 2020-06-29
35. PEPSICO INC   2020-03-24 2020-06-29
20. PEPSICO INC   2017-08-02 2020-06-29
20. TELADOC HEALTH INC COM   2020-03-24 2020-06-29
15. TELADOC HEALTH INC COM   2019-06-28 2020-06-29
10. SUMITOMO MITSUI FINANCIAL GR   2019-07-01 2020-06-30
555. SUMITOMO MITSUI FINANCIAL GR   2018-08-02 2020-06-30
10000. CHEROKEE CNTY GA 5.800% 7/01/22   2011-11-01 2020-07-01
50000. METROPOLITAN TRANSN AUTH 3.218% 07/01/26   2020-01-08 2020-07-01
50000. PHOENIX AZ INDL DEV 3.550% 7/01/20   2018-05-04 2020-07-01
25000. GENERAL ELEC CAP CORP 4.375% 09/16/2020   2012-01-05 2020-09-16
7900.5023 BURLINGTN NO SF 06-2 TR 5.629% 04/01/24   2011-11-28 2020-10-01
7900.5023 BURLINGTN NO SF 06-2 TR 5.629% 04/01/24   2018-04-01 2020-10-01
110. APPLE COMPUTER   2020-03-24 2020-10-20
125. FORTIVE CORPORATION   2017-02-10 2020-10-20
25. JOHNSON & JOHNSON   2020-03-31 2020-10-20
50. PEPSICO INC   2020-03-24 2020-10-20
65. ROCHE HLDG LTD SPONS ADR   2020-03-31 2020-10-20
258. VONTIER CORPORATION COM   2017-02-10 2020-10-20
50000. MEMPHIS TN CTR CITY 3.870% 11/01/20   2012-01-13 2020-11-02
790. UNILEVER N V   2019-06-28 2020-11-30
3. AMAZON COM INC   2020-03-24 2020-12-10
25. APPLE COMPUTER   2015-01-09 2020-12-10
30. APPLE COMPUTER   2020-03-24 2020-12-10
20. BERKSHIRE HATHAWAY INC-CL B   2019-06-28 2020-12-10
15. BERKSHIRE HATHAWAY INC-CL B   2020-03-24 2020-12-10
20. COGNEX CORP   2020-06-29 2020-12-10
60. WALT DISNEY COMPANY   2019-06-28 2020-12-10
10. ECOLAB INC   2020-10-20 2020-12-10
110. EDITAS MEDICINE INC COM   2018-08-08 2020-12-10
520. FORTIVE CORPORATION   2016-07-13 2020-12-10
5. GUARDANT HEALTH INC COM   2020-03-24 2020-12-10
4. INTUITIVE SURGICAL INC   2018-08-08 2020-12-10
490. ISHARES GOLD TRUST   2020-03-24 2020-12-10
85. JOHNSON & JOHNSON   2020-03-31 2020-12-10
10. LVMH MOET HENNESSY ADR   2019-06-28 2020-12-10
5. LAUDER ESTEE COS INC   2017-08-02 2020-12-10
20. MSCI INC CL A   2019-06-28 2020-12-10
45. MICROSOFT CORP   2005-12-09 2020-12-10
155. NASDAQ INC   2015-06-12 2020-12-10
55. NEXTERA ENERGY INC   2013-01-28 2020-12-10
13. NVIDIA CORP   2015-01-09 2020-12-10
10. PEPSICO INC   2020-03-24 2020-12-10
95. PEPSICO INC   2016-07-13 2020-12-10
5. ROPER TECHNOLOGIES INC COM   2020-03-24 2020-12-10
30. TELADOC HEALTH INC COM   2019-06-28 2020-12-10
5. 3M CO   2005-12-09 2020-12-10
120. UNILEVER PLC   2019-06-28 2020-12-10
15. UNITEDHEALTH GROUP INC   2015-01-09 2020-12-10
5. VERIZON COMMUNICATIONS   2019-06-28 2020-12-10
10. VISA INC CL A   2010-06-02 2020-12-10
10. ACCENTURE PLC   2020-03-24 2020-12-10
30. FIVERR INTL LTD ORD SHS COM   2020-06-29 2020-12-10
70. LONDON STOCK EXCH ORD   2020-03-25 2020-12-11
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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 1,509   1,341 168
b 277   256 21
c 1,660   898 762
d 723   573 150
e 1,045   639 406
800   139 661
204   175 29
1,515   1,647 -132
620   345 275
904   387 517
279   304 -25
959   859 100
8,570   3,110 5,460
7,558   1,376 6,182
1,418   1,319 99
12,401   10,729 1,672
4,545   4,318 227
1,032   968 64
2,064   1,193 871
3,176   2,279 897
1,672   1,534 138
6,307   2,276 4,031
5,062   4,880 182
1,732   2,202 -470
2,846   1,773 1,073
770   702 68
462   463 -1
4,274   4,491 -217
1,213   1,020 193
3,362   1,796 1,566
3,007   2,589 418
4,354   3,436 918
3,290   2,985 305
5,274   2,903 2,371
1,328   1,190 138
1,452   712 740
2,178   2,134 44
11,334   1,941 9,393
4,299   2,033 2,266
4,225   4,142 83
7,324   2,179 5,145
4,898   384 4,514
1,225   1,204 21
4,048   3,468 580
206   175 31
2,879   2,202 677
3,701   548 3,153
5,108   5,599 -491
1,372   804 568
2,744   2,735 9
3,582   1,219 2,363
239   240 -1
5,012   2,704 2,308
1,709   1,532 177
3,274   2,091 1,183
273   269 4
2,709   1,162 1,547
3,638   3,946 -308
5,879   2,076 3,803
1,620   1,972 -352
2,342   2,313 29
4,716   4,749 -33
2,902   2,577 325
6,772   614 6,158
2,073   1,839 234
3,109   1,349 1,760
657   631 26
3,611   988 2,623
950   1,223 -273
1,646   1,852 -206
10,068   10,028 40
35,000   35,000  
23,451   24,989 -1,538
30,478   24,452 6,026
17,193   13,596 3,597
1,929   3,266 -1,337
1,447   1,716 -269
7,460   576 6,884
41,000   28,517 12,483
31,506   16,578 14,928
31,979   24,843 7,136
30,312   14,529 15,783
8,241   23,170 -14,929
11,616   20,279 -8,663
74,978   26,818 48,160
2,112   2,373 -261
423   475 -52
23,114   29,379 -6,265
1,563   5,011 -3,448
13,498   14,948 -1,450
8,981   6,705 2,276
6,721   6,225 496
7,381   3,946 3,435
9,124   480 8,644
4,575   3,942 633
2,614   2,312 302
3,705   3,195 510
2,779   995 1,784
285   358 -73
15,795   22,835 -7,040
10,000   10,232 -232
50,000   50,322 -322
50,000   50,000  
25,000   25,000  
2   2  
       
12,804   6,703 6,101
8,258   5,685 2,573
3,631   3,317 314
7,040   5,632 1,408
2,744   2,652 92
7,329   3,932 3,397
50,000   50,000  
30,818   30,818  
9,402   5,799 3,603
3,085   696 2,389
3,702   1,828 1,874
4,538   4,242 296
3,404   2,661 743
1,520   1,169 351
9,279   3,991 5,288
2,253   2,051 202
6,703   3,089 3,614
36,037   17,018 19,019
636   325 311
3,047   2,071 976
8,561   7,689 872
12,928   11,279 1,649
1,214   853 361
1,239   493 746
8,352   4,758 3,594
9,576   1,248 8,328
19,364   7,876 11,488
4,034   999 3,035
6,779   250 6,529
1,453   1,126 327
13,803   7,731 6,072
2,088   1,426 662
5,921   1,990 3,931
866   387 479
7,042   4,963 2,079
5,128   1,557 3,571
303   285 18
2,080   175 1,905
2,467   1,542 925
5,795   2,115 3,680
7,963   6,187 1,776
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
      475
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       168
b       21
c       762
d       150
e       406
      661
      29
      -132
      275
      517
      -25
      100
      5,460
      6,182
      99
      1,672
      227
      64
      871
      897
      138
      4,031
      182
      -470
      1,073
      68
      -1
      -217
      193
      1,566
      418
      918
      305
      2,371
      138
      740
      44
      9,393
      2,266
      83
      5,145
      4,514
      21
      580
      31
      677
      3,153
      -491
      568
      9
      2,363
      -1
      2,308
      177
      1,183
      4
      1,547
      -308
      3,803
      -352
      29
      -33
      325
      6,158
      234
      1,760
      26
      2,623
      -273
      -206
      40
       
      -1,538
      6,026
      3,597
      -1,337
      -269
      6,884
      12,483
      14,928
      7,136
      15,783
      -14,929
      -8,663
      48,160
      -261
      -52
      -6,265
      -3,448
      -1,450
      2,276
      496
      3,435
      8,644
      633
      302
      510
      1,784
      -73
      -7,040
      -232
      -322
       
       
       
       
      6,101
      2,573
      314
      1,408
      92
      3,397
       
       
      3,603
      2,389
      1,874
      296
      743
      351
      5,288
      202
      3,614
      19,019
      311
      976
      872
      1,649
      361
      746
      3,594
      8,328
      11,488
      3,035
      6,529
      327
      6,072
      662
      3,931
      479
      2,079
      3,571
      18
      1,905
      925
      3,680
      1,776
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 279,508
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 4,078
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,078
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,078
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,140
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 2,140
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 1,938
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletCHEVY CHASE TRUST COMPANY Telephone no.bullet (240) 497-5005

    Located atbullet7501 WISCONSIN AVE 14TH FLBETHESDAMD ZIP+4bullet20814
    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
     
     
    ........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
    CHEVY CHASE TRUST COMPANY CO-TRUSTEE
    2     		43,255    
    7501 WISCONSIN AVE 14TH FL
    BETHESDA,MD20814
    ANTHONY A SARIDAKIS ESQUIRE CO-TRUSTEE
    2     		21,627    
    SUITE 102 1688 EAST GUIDE DRIVE
    ROCKVILLE,MD20850
    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
    3,720,867
    b
    Average of monthly cash balances.......................
    1b
    125,328
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,846,195
    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
    3,846,195
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    57,693
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,788,502
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    189,425
    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
    189,425
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,078
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,078
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    185,347
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    185,347
    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
    185,347
    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
    210,887
    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
    210,887
    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
    210,887
    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 7 185,347
    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...... 17,622
    c From 2017...... 21,229
    d From 2018...... 18,969
    e From 2019...... 8,569
    fTotal of lines 3a through e........ 66,389
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 210,887
    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..... 185,347
    e Remaining amount distributed out of corpus 25,540
    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 91,929
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		91,929
    10 Analysis of line 9:
    a Excess from 2016.... 17,622
    b Excess from 2017.... 21,229
    c Excess from 2018.... 18,969
    d Excess from 2019.... 8,569
    e Excess from 2020.... 25,540
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FOURTH PRESBYTERIAN CHURCH
    5500 RIVER ROAD
    BETHESDA,MD208163399     		NONE PC EDUCATION 194,666
    Total .................................bullet 3a 194,666
    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 63,695  
    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 ............     		    18 279,508  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   343,203  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    343,203
    (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.)
    11 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50,000 UNITS CONSTELLATION BRA 50,846 50,540
    20,000 UNITS FORD MOTOR CREDIT 20,125 20,200
    25,000 UNITS GENERAL ELEC CAP    
    25,000 UNITS GENERAL ELECTRIC 25,000 25,137
    7900.5 UNITS BURLINGTON NO SF 8,878 8,371
    50,000 UNITS MEMPHIS TN CTR CI    
    25,000 NEW YORK STATE MTGE 3.9    
    20,000 UNITS CHEROKEE CNTY GEO    
    50,000 UNITS WASHINGTON REIT 9 50,477 52,022
    60,000 UNITS US TREASURY NOTES    
    43,318.80 US TREASURY NOTES 0.    
    40,000 UNITS BK OF AMERICA COR 40,000 40,374
    15,000 UNITS BANK AMER CORP SR 15,000 15,320
    35,000 UNITS DELTA AIR LINES 2    
    35,000 APPLE INC 2.5% 2/9/2022 35,023 35,797
    50,000 UNITS WASHINGTON REIT 3    
    40,000 UNITS CONSTELLATION BRA 39,833 41,568
    40,000 UNITS FEDERAL REALTY IN 39,762 43,504
    20,000 UNITS CITRIX SYSTEMS IN 19,956 23,518
    25,000 UNITS PORT OF OAKLAND C    
    40,000 UNITS MORGAN STANLEY 4/ 46,189 46,524
    50,000 UNITS IBM CREDIT LLC SR 50,000 50,009
    40,000 UNITS STARBUCKS CORP SR 39,963 45,521
    40,000 UNITS STANLEY BLACK & D 39,970 48,731
    50,000 UNITS PHOENIX ARIZONA I    
    35,000 UNITS MARVELL TECHNOLOG    
    15,000 SHS TUPPERWARE CORP 4.7    
    40,000 SHS EXXON MOBIL CORP SR 40,000 42,114
    40,000 SHS BANK NEW YORK MELLO 39,930 42,482
    50,000 SHS WESTERN UN CO SR GL 50,048 53,713
    25,000 SHS CONSOLIDATED NAT GA 28,726 31,306
    25,000 SHS INGERSOLL-RAND LUXE    
    25,000 UNITS NEW YORK STATE MT 25,000 25,196
    10,000 UNITS CHEROKEE COUNTY G 10,231 10,523
    50,000 UNITS PORT OF OAKLAND C 25,000 26,331
    25,000 UNITS FLORIDA ST BRD AD 25,000 25,573
    25,000 UNITS MONTGOMERY CNTY P 25,270 25,349
    35,000 MARVELL TECHNOLOGY GROU 35,084 37,876
    25,000 UNITS INGERSOLL-RAND LU 24,975 29,264

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    US Government Securities - End of Year Book Value:

    146,812
    US Government Securities - End of Year Fair Market Value:

    155,844
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    52 SHS AMAZON COM INC AT COST 20,622 169,360
    245 SHS TELADOC HEALTH INC COM AT COST 16,249 48,990
    375 SHS MARRIOTT INTERNATIONAL      
    485 SHS TJX COMPANIES INC NEW AT COST 20,853 33,121
    365 SHS THE WALT DISNEY CO AT COST 10,968 66,131
    595 SHS NESTLE NAM SPON ADR AT COST 23,589 70,091
    270 SHS PEPISCO INC AT COST 15,975 40,041
    670 SHS UNILEVER NV NY SHRS AT COST 25,855 40,441
    875 SHS EOG RESOURCES INC AT COST 52,755 43,636
    460 SHS LVMH MOET HENNESSY ADR AT COST 32,357 57,376
    1,570 SHS ROYAL DUTCH SHELL PL AT COST 72,092 52,768
    610 SHS SUMITOMO MITSUI FINANC      
    410 EDITAS MEDICINE INC COM AT COST 11,367 28,745
    330 SHS BERKSHIRE HATHAWAY INC AT COST 28,434 76,517
    1,105 SHS SCHWAB CHARLES NEW      
    570 SHS CITIGROUP INC      
    135 SHS GOLDMAN SACHS GROUP IN AT COST 22,713 35,601
    375 SHS NASDAQ INC AT COST 19,056 49,778
    860 SHS US BANCORP      
    580 SHS DANAHER CORP      
    52 SHS INTUITIVE SURGICAL INC AT COST 26,922 42,541
    210 SHS ILLUMINA INC AT COST 33,593 74,000
    385 SHS JOHNSON & JOHNSON AT COST 26,969 60,591
    1,500 SHS ROCHE HLDG LTD SPONS AT COST 40,293 65,760
    135 SHS UNITEDHEALTH GROUP INC AT COST 14,010 47,342
    865 SHS DAIFUKU CO LTD AT COST 17,578 106,853
    770 SHS FORTIVE CORPORATION      
    390 SHS SQUARE INC CL A COM      
    168 SHS ROPER TECHNOLOGIES INC AT COST 13,806 72,423
    235 SHS 3M COMPANY AT COST 18,211 41,076
    380 SHS ACCENTURE PLC AT COST 39,311 99,260
    76 SHS ALPHABET INC CL A AT COST 26,783 133,201
    1835 SHS APPLE INC AT COST 46,555 243,486
    855 SHS MICROSOFT CORP AT COST 23,713 190,169
    242 SHS NVIDIA CORP AT COST 4,650 126,372
    420 SHS SAP SE SPONSORED ADR      
    625 SHS VISA INC CL A AT COST 10,967 136,706
    140 SHS ECOLAB INC AT COST 18,724 30,290
    1565 SHS NEXTERA ENERGY INC AT COST 22,969 120,740
    310 SHS ESTEE LAUDER COMPANIES AT COST 30,580 82,519
    255 SHS VANGUARD ENERGY INDEX      
    220 SHS CME GROUP INC      
    15 SHS VANGUARD WORLD FDS INDU      
    110 SHS MSCI INC CL A AT COST 26,172 49,118
    90 SHS FANUC LTD      
    505 SHS COGNEX CORP AT COST 26,815 40,544
    865 SHS TERRENO REALTY CORP AT COST 30,147 50,611
    1,380 SHS VERIZON COMMUNICATIO AT COST 72,001 81,075
    185 SHS AMERICAN ELECTRIC POWE      
    160 SHS FIVERR INTL LTD ORD SH AT COST 11,279 31,216
    230 SHS NIKE INC CL B AT COST 22,076 32,538
    2115 SHS AIA GROUP LTD NPV COM AT COST 24,552 25,909
    560 SHS JPMORGAN CHASE & CO AT COST 55,253 71,159
    385 SHS LONDON STOCK EXCH AT COST 34,029 47,407
    635 SHS CRYOPORT INC COM AT COST 21,746 27,864
    550 SHS CVS HEALTH CORPORATION AT COST 32,673 37,565
    150 SHS GUARDANT HEALTH INC AT COST 9,755 19,332
    335 SHS INTELLIA THERAPEUTICS AT COST 17,965 18,224
    39 SHS REGENERON PHARMACEUTICA AT COST 22,497 18,841
    230 SHS KADANT INC AT COST 31,634 32,425
    33 SHS ASML HOLDING NV AT COST 12,754 16,095
    265 SHS CADENCE DESIGN SYSTEM AT COST 30,923 36,154
    205 SHS SPLUNK INC AT COST 24,866 34,827
    175 SHS FRANCO-NEVADA CORP AT COST 23,283 21,933
    295 SHS VGP N.V. NPV AT COST 38,086 44,381
    2665 SHS ISHARES GOLD TRUST AT COST 39,014 48,316

    TY 2020 OtherDecreasesSchedule
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    Description Amount
    INCOME PAID IN 2021 TAXED IN 2020 390
    COST ADJUSTMENT 589


    TY 2020 OtherExpensesSchedule
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 82 82   0


    TY 2020 OtherIncreasesSchedule
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    Description Amount
    COST BASIS TAX LOT ADJUSTMENT 515
    INCOME PAID IN 2020 TAXED IN 2019 747


    TY 2020 TaxesSchedule
    Name:
    LINDER & LAURA HAMBLEN SCHOLARSHIP
    EIN:
    54-2189213
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,038 1,038   0
    FEDERAL TAX PAYMENT - PRIOR YE 693 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,140 0   0