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
STALEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 19000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AVON, CO81620
A Employer identification number

26-3442296
B Telephone number (see instructions)

(952) 925-2462
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$75,819,432J 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... 822,722 799,478  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,175,493
b Gross sales price for all assets on line 6a 15,530,868
7 Capital gain net income (from Part IV, line 2)... 5,184,251
8 Net short-term capital gain.........  
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........ 5,998,215 5,983,729  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,775 9,388   9,387
c Other professional fees (attach schedule).... Click to see attachment 447,974 447,974   0
17 Interest............... 17,980 17,980   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 86,720 12,361   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 571,449 487,703   9,387
25 Contributions, gifts, grants paid....... 2,365,500 2,365,500
26 Total expenses and disbursements. Add lines 24 and 25 2,936,949 487,703   2,374,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,061,266
b Net investment income (if negative, enter -0-) 5,496,026
c Adjusted net income (if negative, enter -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.............   1,364 1,364
2 Savings and temporary cash investments......... 1,381,297 2,323,907 2,323,907
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 33,478,215 Click to see attachment27,810,679 64,688,678
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment3,261,312 3,395,705
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment4,494,228 5,409,778
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) 34,859,512 37,891,490 75,819,432
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 34,859,512 37,891,490
29 Total net assets or fund balances (see instructions)..... 34,859,512 37,891,490
30 Total liabilities and net assets/fund balances (see instructions). 34,859,512 37,891,490
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
34,859,512
2
Enter amount from Part I, line 27a .....................
2
3,061,266
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,920,778
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
29,288
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,891,490
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 PUBLICLY TRADED SECURITIES P   2020-12-31
b CAPITAL GAIN DISTRIB. FROM PUBLICLY TRADED SEC. P   2020-12-31
c
d
e
(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 15,508,525   10,346,617 5,161,908
b 22,343     22,343
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       5,161,908
b       22,343
c
d
e
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 5,184,251
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 76,395
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 76,395
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 76,395
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 76,000
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 395
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 taxBullet   RefundedBullet 11  
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWARREN STALEY Telephone no.bullet (952) 925-2462

    Located atbulletPO BOX 19000AVONCO ZIP+4bullet81620
    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
    WARREN STALEY OFFICER
    0.50     		0 0 0
    PO BOX 19000
    AVON,CO81620
    MARY LYNN STALEY OFFICER
    0.50     		0 0 0
    PO BOX 19000
    AVON,CO81620
    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
    THE MCCREA BURNS GROUP OF ROBERT W BAIRD & CO INVESTMENT ADVISORY SERVICES 447,974
    7605 EDINBOROUGH WAY STE 300
    EDINA,MN55435
    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.........................bullet0
    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
    61,218,780
    b
    Average of monthly cash balances.......................
    1b
    2,416,261
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    63,635,041
    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
    63,635,041
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    954,526
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    62,680,515
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,134,026
    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
    3,134,026
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    76,395
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,395
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,057,631
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,057,631
    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
    3,057,631
    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
    2,374,887
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,374,887
    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
    2,374,887
    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 3,057,631
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,302,348
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,374,887
    a Applied to 2019, but not more than line 2a 2,302,348
    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..... 72,539
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,985,092
    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....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    WARREN STALEY
    MARY LYNN STALEY
    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
    GOOD SHEPARD FOUNDATION
    1660 S ALBION ST STE 1140
    DENVER,CO80222     		  PC GENERAL SUPPORT 5,000
    ESQUELA DE GUADELUPE
    660 JULIAN ST
    DENVER,CO80204     		  PC GENERAL SUPPORT 30,000
    SB SCHOLARSHIP FOUNDATION
    2253 LAS POSITAS ROAD
    SANTA BARBARA,CA93105     		  PC GENERAL SUPPORT 60,000
    PARTNERS IN FOOD SOLUTION
    9000 PLYMOUTH AVE N
    MINNEAPOLIS,MN55427     		  PC GENERAL SUPPORT 50,000
    SANSUM CLINIC
    215 PESETAS LANE
    SANTA BARBARA,CA93111     		  PC GENERAL SUPPORT 150,000
    OPPORTUNITY INTERNATIONAL
    550 WEST VAN BUREN STREET
    CHICAGO,IL60607     		  PC GENERAL SUPPORT 500,000
    GOOD SHEPARD SCHOOL
    620 ELIZABETH ST
    DENVER,CO80206     		  PC GENERAL SUPPORT 3,000
    REGIS JESUIT HIGH SCHOOL
    6300 SOUTH LEWISTON WAY
    DENVER,CO80016     		  PC GENERAL SUPPORT 23,000
    ESQUELA DE GUADELUPE
    660 JULIAN ST
    DENVER,CO80204     		  PC GENERAL SUPPORT 5,000
    HABITAT FOR HUMANITY - TWIN CITIES
    2700 MINNEHAHA AVENUE
    MINNEAPOLIS,MN55406     		  PC GENERAL SUPPORT 50,000
    EDIFY
    8825 AERO DR SUITE 220
    SAN DIEGO,CA92123     		  PC GENERAL SUPPORT 10,000
    ST JOSEPH THE WORKER PARISH
    7180 HEMLOCK LN N
    MINNEAPOLIS,MN55369     		  PC GENERAL SUPPORT 110,000
    OUR LADY OF MT CARMEL SCHOOL
    530 HOT SPRINGS ROAD
    SANTA BARBARA,CA93108     		  PC GENERAL SUPPORT 10,000
    ST CLARE OF ASSISI SCHOOL
    31622 US HIGHWAY 6
    EDWARDS,CO81632     		  PC GENERAL SUPPORT 20,000
    ESQUELA DE GUADELUPE
    660 JULIAN ST
    DENVER,CO80204     		  PC GENERAL SUPPORT 30,000
    JUNIOR ACHIEVEMENT
    1745 UNIVERSITY AVE W
    MINNEAPOLIS,MN55104     		  PC GENERAL SUPPORT 10,000
    VOYAGEUR OUTWARD BOUND SC
    1400 ENERGY PARK DR 18
    ST PAUL,MN55108     		  PC GENERAL SUPPORT 10,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		  PC GENERAL SUPPORT 10,000
    THERE WITH CARE
    2682 MIDDLEFIELD ROAD SUITE H
    MENLO PARK,CA94063     		  PC GENERAL SUPPORT 10,000
    JOHN PAUL II CATHOLIC SCHOOL
    1630 4TH ST NE
    MINNEAPOLIS,MN55413     		  PC GENERAL SUPPORT 10,000
    NHP USA (FRIENDS OF THE ORPHANS)
    134 N LASALLE ST
    CHICAGO,IL60602     		  PC GENERAL SUPPORT 15,000
    YOUTH FRONTIERS
    5215 EDINA INDUSTRIAL BLVD 400
    MINNEAPOLIS,MN55439     		  PC GENERAL SUPPORT 20,000
    ASCENSION ACADEMY
    1726 N DUPONT AVE
    MINNEAPOLIS,MN55411     		  PC GENERAL SUPPORT 300,000
    KSU FOUNDATION
    1800 KIMBALL AVE 200
    MANHATTAN,KS66502     		  PC GENERAL SUPPORT 75,000
    DE MARILLAC ACADEMY
    175 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  PC GENERAL SUPPORT 15,000
    CORNELL UNIVERSITY
    CORNELL UNIVERSITY
    ITHACA,NY14850     		  PC GENERAL SUPPORT 30,000
    PHILIPS BROOKS SCHOOL
    2245 AVY AVE
    SAN FRANCISCO,CA94025     		  PC GENERAL SUPPORT 50,000
    BIG BROTHERS BIG SISTERS
    11755 WILSHIRE BLVD SUITE 1670
    LOS ANGELOS,CA90025     		  PC GENERAL SUPPORT 15,000
    CASA - DENVER
    960 CLARKSON STREET
    DENVER,CO80218     		  PC GENERAL SUPPORT 15,000
    THE GATHERING PLACE
    1535 HIGH ST
    DENVER,CO80218     		  PC GENERAL SUPPORT 10,000
    CHOSEN & DEARLY LOVED FOUNDATION
    1400 WEWATTA ST 900
    DENVER,CO80202     		  PC GENERAL SUPPORT 15,000
    OPPORTUNITY INTERNATIONAL
    550 WEST VAN BUREN STREET
    CHICAGO,IL60607     		  PC GENERAL SUPPORT 10,000
    HEART AND HAND CENTER
    2736 WELTON ST 204
    DENVER,CO80205     		  PC GENERAL SUPPORT 10,000
    ESQUELA DE GUADELUPE
    660 JULIAN ST
    DENVER,CO80204     		  PC GENERAL SUPPORT 9,000
    MN MILITARY APPRECIATION
    PO BOX 2070
    MINNEAPOLIS,MN55402     		  PC GENERAL SUPPORT 12,500
    TWIN CITIES RISE
    1301 N BRYANT AVE
    MINNEAPOLIS,MN55411     		  PC GENERAL SUPPORT 10,000
    COURAGE KENNY FOUNDATION
    GOLDEN VALLEY RD
    MINNEAPOLIS,MN55422     		  PC GENERAL SUPPORT 10,000
    GLOBAL LEADERSHIP NETWORK
    67 EAST ALGONQUIN ROAD
    SOUTH BARRINGTON,IL60010     		  PC GENERAL SUPPORT 12,000
    CATHOLIC CHARITIES OF SANTA BARBARA
    609 E HALEY ST
    SANTA BARBARA,CA93103     		  PC GENERAL SUPPORT 10,000
    ROUND UP RIVER RANCH
    8333 COLORADO RIVER RD
    AVON,CO81637     		  PC GENERAL SUPPORT 10,000
    MN PRIVATE COLLEGE FUND
    TOWN SQUARE TOWER 445 MINNESOTA
    STREET SUITE 500
    MINNEAPOLIS,MN55101     		  PC GENERAL SUPPORT 10,000
    ZAWADI FUND INTERNATIONAL
    571 FOXWOOD LANE
    PAOLI,PA19301     		  PC GENERAL SUPPORT 10,000
    SHARING AND CARING HANDS
    525 N SEVENTH ST
    MINNEAPOLIS,PA55405     		  PC GENERAL SUPPORT 30,000
    OUR LADY OF MT CARMEL
    530 HOT SPRINGS ROAD
    SANTA BARBARA,CA93108     		  PC GENERAL SUPPORT 10,000
    TWIN CITIES UNITED WAY
    404 S 8TH ST
    MINNEAPOLIS,MN55404     		  PC GENERAL SUPPORT 50,000
    WASHBURN CENTER FOR CHILD
    MAIN OFFICE 1100 GLENWOOD AVE
    MINNEAPOLIS,MN55405     		  PC GENERAL SUPPORT 10,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVE
    BOSTON,MA02467     		  PC GENERAL SUPPORT 10,000
    ASHESI UNIVERSITY FOUNDATION
    1201 3RD AVE SUITE 2200
    SEATTLE,WA98101     		  PC GENERAL SUPPORT 20,000
    THERE WITH CARE
    2682 MIDDLEFIELD ROAD SUITE H
    MENLO PARK,CA94063     		  PC GENERAL SUPPORT 35,000
    SACRED HEART SCHOOL
    2111 GRIFFIN AVE
    MENLO PARK,CA90031     		  PC GENERAL SUPPORT 15,000
    EASTSIDE PREP SCHOOL
    1041 MYRTLE ST
    PALO ALTO,CA94303     		  PC GENERAL SUPPORT 10,000
    PHILIPS BROOKS SCHOOL
    2245 AVY AVE
    MENLO PARK,CA94025     		  PC GENERAL SUPPORT 10,000
    BOYS & GIRLS CLUB OF THE PENINSULA
    401 PIERCE RD
    MENLO PARK,CA94025     		  PC GENERAL SUPPORT 7,500
    RAVENSWOOD EDUCATION FOUNDATION
    PO BOX 396
    MENLO PARK,CA94026     		  PC GENERAL SUPPORT 7,500
    PENNINSULA FAMILY YMCA
    1877 S GRANT ST
    SAN FRANCISCO,CA94402     		  PC GENERAL SUPPORT 7,500
    CHILDREN'S HEALTH COUNCILL
    650 CLARK WAY
    PALO ALTO,CA94304     		  PC GENERAL SUPPORT 5,000
    MISSIONS MINISTRIES - DIRECTED TO MENLO CHURCH
    950 SANTA CRUZ AVE
    MENLO PARK,CA94025     		  PC GENERAL SUPPORT 5,000
    US LACROSSE FOUNDATION
    2 LOVETON CIRCLE
    SPARKS,MD21152     		  PC GENERAL SUPPORT 3,500
    ALL FIVE
    1391 CHILCO ST
    MENLO PARK,CA94025     		  PC GENERAL SUPPORT 2,500
    CASA OF SAN MATEO COUNTY
    330 TWIN DOLPHIN DRIVE 139
    REDWOOD CITY,CA94065     		  PC GENERAL SUPPORT 5,000
    EPATT - AFTER SCHOOL TENNIS & TUTORING
    PO BOX 60597
    MENLO PARK,CA94306     		  PC GENERAL SUPPORT 2,500
    NORTHERN STAR COUNCIL
    6202 BLOOMINGTON RD
    MINNEAPOLIS,MN55111     		  PC GENERAL SUPPORT 10,000
    BRIDGING
    201 W 87TH ST
    MINNEAPOLIS,MN55420     		  PC GENERAL SUPPORT 15,000
    KSU FOUNDATION
    1800 KIMBALL AVE 200
    MANHATTAN,KS66502     		  PC GENERAL SUPPORT 10,000
    OUR LADY OF GRACE
    5071 EDEN AVE
    MINNEAPOLIS,MN55436     		  PC GENERAL SUPPORT 70,000
    COLLEGE POSSIBLE
    755 PRIOR AVE N SUITE 200
    ST PAUL,MN55104     		  PC GENERAL SUPPORT 75,000
    BENILDE -ST MARGARETS
    2501 HIGHWAY 100
    MINNEAPOLIS,MN55416     		  PC GENERAL SUPPORT 25,000
    OUR LADY OF GRACE
    5071 EDEN AVE
    MINNEAPOLIS,MN55436     		  PC GENERAL SUPPORT 50,000
    BENILDE -ST MARGARETS
    2501 HIGHWAY 100
    MINNEAPOLIS,MN55416     		  PC GENERAL SUPPORT 85,000
    Total .................................bullet 3a 2,365,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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....     14 822,722  
    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 5,175,493  
    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).. 0 5,998,215 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,998,215
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,775 9,388   9,387

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HOME DEPOT 88,576 89,247
    UNITED PARCEL SERVICE 49,615 50,205
    GOLDMAN SACHS GROUP INC 109,110 109,940
    LOCKHEED MARTIN CORP 48,521 48,994
    CISCO SYS INC 88,214 89,867
    INTEL CORP 87,725 88,926
    DEERE JOHN CAP CORP 79,966 80,777
    GENL MOTORS FINL CO INC 86,881 88,463
    TOYOTA MOTOR CREDIT CORP 88,502 90,061
    PEPSICO INC 49,381 51,225
    BERKSHIRE HATHAWAY FIN 49,239 50,902
    PROCTER & GAMBLE CO 87,873 90,718
    ORACLE CORP 88,390 91,468
    REALTY INCOME CORP 87,792 86,000
    CVS CAREMARK CORP 87,849 91,414
    KINDER MORGAN ENERGY 109,968 112,639
    AMAZONCOM INC 110,807 113,752
    STARBUCKS CORP 87,076 90,855
    THERMO FISHER SCIENTIFIC 48,796 51,693
    SOUTHERN CO 49,398 52,945
    NORTHROP GRUMMAN CORP 86,631 91,223
    METLIFE INC 48,705 52,057
    FISERV INC 48,568 52,290
    AMERICAN HONDA FIN CORP 48,812 52,170
    CATERPILLAR FINL SVCS 49,057 52,621
    HEALTH CARE REIT INC 80,280 82,607
    FIFTH THIRD BANCORP 48,155 51,848
    BLACKROCK INC 87,891 91,172
    DUKE ENERGY CORP NEW 48,718 52,803
    CIMAREX ENERGY CO 48,927 52,140
    MARATHON PETROLEUM CORP 50,014 54,438
    VERIZON COMMNS INC 86,622 92,621
    ANTHEM INC 109,289 116,597
    BECTON DICKINSON & CO 49,290 54,266
    ANHEUSER BUSCH INBEV 80,309 84,211
    FEDEX CORP 89,763 94,494
    ENTERPRISE PRODS OPER 88,342 92,887
    GENERAL DYNAMICS CORP 88,811 92,660
    REYNOLDS AMERN INC 88,502 93,261
    CITIGROUP INC 86,647 90,965
    LOWES COS INC 88,140 92,577
    COMCAST CORP NEW 87,839 92,775
    CAP ONE FINL CORP 88,321 92,931

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Name of Stock End of Year Book Value End of Year Fair Market Value
    T 503,620 417,854
    ALB 337,952 609,258
    AXP 497,908 518,099
    AAPL 531,712 3,794,934
    BBY 212,054 349,265
    BMY 479,397 538,855
    CVX 534,708 391,848
    CB 492,987 478,537
    CSCO 108,544 220,931
    KO 299,675 380,919
    CL 452,260 571,378
    DLR 506,662 572,828
    ECL 75,026 303,337
    FISV 66,416 375,738
    INTC 337,062 408,175
    IBM 532,037 490,932
    JPM 494,513 536,108
    JNJ 422,120 580,575
    KMI 473,999 317,294
    MDT 468,644 587,691
    MSFT 151,455 1,243,550
    NEE 469,167 611,028
    NOC 508,878 454,947
    PEP 203,880 354,882
    PG 433,664 565,604
    PRU 492,057 426,965
    QCOM 342,359 680,960
    RTX 431,279 469,463
    SBUX 312,353 613,744
    TGT 183,061 420,848
    MMM 119,189 202,756
    USB 298,898 435,477
    UNH 74,674 350,680
    WMT 185,180 329,815
    WBA 171,117 91,684
    ZBH 450,687 493,550
    SPY 152,356 825,527
    APPLE INC 500,719 3,573,740
    GOOG 64,003 402,932
    GOOGL 64,399 403,107
    AMZN 135,721 1,423,278
    AMED 398,365 987,642
    ADI 490,175 885,050
    ANSS 146,818 961,523
    BL 375,543 1,081,578
    CHE 91,207 783,469
    CSGP 145,903 1,681,265
    DHR 571,593 951,426
    ECL 257,139 946,575
    FAST 389,738 1,002,578
    FIVE 324,772 969,739
    GNTX 155,383 481,535
    GLOB 289,025 1,402,932
    LOPE 221,495 743,949
    GWRE 341,415 498,443
    HCSG 604,729 583,693
    HEI 271,305 1,085,812
    JKHY 564,212 540,399
    IAC 534,606 772,737
    IDXX 426,967 884,270
    LIN 278,519 449,021
    MSFT 229,880 1,880,339
    NVDA 372,072 728,469
    NFLX 383,568 548,841
    NATI 314,585 501,268
    NEOG 77,457 281,277
    PAYC 349,574 1,430,919
    PS 370,804 276,588
    PRLB 272,053 840,939
    RBA 380,417 1,198,068
    RHHBY 231,126 371,807
    ROL 153,188 1,000,075
    CRM 375,339 1,099,521
    NOW 406,512 831,149
    AOS 321,264 268,344
    SBUX 251,168 978,118
    TDOC 234,359 740,652
    TWOU 366,853 256,424
    INFO 306,310 836,856
    TYL 611,913 1,407,777
    UNH 216,001 752,209
    VEEV 169,040 1,199,261
    VRSK 308,660 1,048,745
    V 292,698 617,475
    WST 364,537 1,080,828

    TY 2020 InvestmentsOtherSchedule2
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO DEVELOPING MARKETS CL R6 AT COST 853,848 1,282,307
    PEAR TREE POLARIS FOREIGN VALUE INSTL CL AT COST 1,071,491 1,119,061
    VANGUARD FTSE DEVELOPED MKTS ETF AT COST 999,893 1,073,083
    VANGUARD FTSE EMERGING MARKETS ETF AT COST 499,954 575,263
    WCM FOCUSED INTL GROWTH INSTL CL AT COST 1,069,042 1,360,064

    TY 2020 OtherDecreasesSchedule
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Description Amount
    PRIOR PERIOD ADJUSTMENT 29,288


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 447,974 447,974   0


    TY 2020 TaxesSchedule
    Name:
    STALEY FAMILY FOUNDATION
    EIN:
    26-3442296
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 FOREIGN INCOME TAXES PAID 5,542 12,361   0
    2020 Q1 ESTIMATE 30,000 0   0
    2020 Q3 ESTIMATE 18,000 0   0
    2020 Q4 ESTIMATE 28,000 0   0
    2019 BALANCE DUE 3,400 0   0
    2018 BALANCE DUE 1,778 0   0