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
JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
 
Number and street (or P.O. box number if mail is not delivered to street address)1013 CENTRE ROAD SUITE 101
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19805
A Employer identification number

27-6981716
B Telephone number (see instructions)

(302) 552-4040
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$18,290,449J 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) 2,009,094
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 173,445 173,445  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,106,095
b Gross sales price for all assets on line 6a 5,524,022
7 Capital gain net income (from Part IV, line 2)... 2,106,095
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 13,088    
12 Total. Add lines 1 through 11........ 4,301,722 2,279,540  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,067     54,067
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 3,600 0 0 3,600
c Other professional fees (attach schedule).... Click to see attachment 21,016 21,016   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,213 6,433   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 39 39    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,935 27,488 0 57,667
25 Contributions, gifts, grants paid....... 1,172,500 1,172,500
26 Total expenses and disbursements. Add lines 24 and 25 1,262,435 27,488 0 1,230,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,039,287
b Net investment income (if negative, enter -0-) 2,252,052
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 9,399    
2 Savings and temporary cash investments......... 196,425 2,268,946 2,268,946
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,613,338 Click to see attachment9,008,118 13,781,634
c Investments—corporate bonds (attach schedule)....... 2,265,475 Click to see attachment2,208,606 2,239,869
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 12,084,637 13,485,670 18,290,449
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........ 12,084,637 13,485,670
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)..... 12,084,637 13,485,670
30 Total liabilities and net assets/fund balances (see instructions). 12,084,637 13,485,670
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
12,084,637
2
Enter amount from Part I, line 27a .....................
2
3,039,287
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26
4
Add lines 1, 2, and 3 ..........................
4
15,123,950
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,638,280
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,485,670
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 3350.707 GQG PART EMERG MKTS EQ-INST   2018-02-05 2020-01-08
b 45. ALPHABET INC CL C   2014-05-12 2020-02-06
c 20. ALPHABET INC CL C   2014-05-12 2020-06-08
d 40. ALPHABET INC CL C   2020-03-13 2020-06-08
e 61. ALPHABET INC CL C   2014-05-12 2020-08-06
11. ALPHABET INC CL C   2014-05-12 2020-11-02
100. ALPHABET INC CL A   2011-08-12 2020-02-06
440. APPLE COMPUTER INC   2013-06-12 2020-12-21
2670.623 BBH PARTNER FUND - INTERNATIONAL EQUITY   2017-11-08 2020-01-08
5841.122 BBH PARTNER FUND - INTERNATIONAL EQUITY   2017-11-08 2020-02-06
12183.236 BBH LIMITED DURATION FUND CL I   2015-08-21 2020-02-06
24630.542 BBH LIMITED DURATION FUND CL I   2015-08-21 2020-03-13
62. BAXTER INTL INC   2020-03-19 2020-06-08
145. BERKSHIRE HATHAWAY INC-CL B   2018-10-23 2020-02-06
40. BERKSHIRE HATHAWAY INC-CL B   2017-11-08 2020-05-13
220. BERKSHIRE HATHAWAY INC-CL B   2020-03-13 2020-05-13
31. BERKSHIRE HATHAWAY INC-CL B   2017-11-08 2020-06-08
10. BOOKING HOLDINGS INC COM STK   2019-08-15 2020-06-08
10. BOOKING HOLDINGS INC COM STK   2019-08-15 2020-09-11
17. BOOKING HOLDINGS INC COM STK   2019-11-08 2020-09-11
533. BRIGHT HORIZONS FAMILY SOLUT COM STK   2019-09-23 2020-03-19
277. BRIGHT HORIZONS FAMILY SOLUT COM STK   2019-08-14 2020-03-19
165. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-02-06
165. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-05-26
27. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-06-08
428. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-03-07 2020-09-02
191. CELANESE CORP COM STK   2019-04-04 2020-06-08
7. CELANESE CORP COM STK   2019-07-31 2020-06-08
122. CELANESE CORP COM STK   2018-02-06 2020-12-04
137. CELANESE CORP COM STK   2018-02-06 2020-12-09
65. COLGATE PALMOLIVE CO   2019-11-05 2020-02-06
4. COLGATE PALMOLIVE CO   2019-11-05 2020-06-08
297. COMCAST CORP CL A   2018-03-01 2020-02-28
1657. COMCAST CORP CL A   2017-11-08 2020-02-28
604. COMCAST CORP CL A   2009-05-11 2020-03-04
471. COMCAST CORP CL A   2009-05-11 2020-03-13
913. COMCAST CORP CL A   2009-05-11 2020-03-25
402. COMCAST CORP CL A   2009-05-11 2020-05-13
59. COMCAST CORP CL A   2009-05-11 2020-06-08
6670. COMCAST CORP CL A   2010-11-12 2020-12-22
95. COPART INC COM STK   2019-02-20 2020-02-06
109. COPART INC COM STK   2018-10-03 2020-05-21
32. COPART INC COM STK   2018-10-03 2020-06-08
361. COPART INC COM STK   2018-10-02 2020-09-04
110. COPART INC COM STK   2018-10-01 2020-09-17
233. COPART INC COM STK   2018-10-01 2020-10-23
94. COPART INC COM STK   2018-10-01 2020-11-02
7. COSTCO WHOLESALE CORP   2019-10-04 2020-06-08
95. DIAGEO PLC- SPONSORED ADR   2017-11-08 2020-02-06
65. DIAGEO PLC- SPONSORED ADR   2017-11-08 2020-06-08
110. DIAGEO PLC- SPONSORED ADR   2020-03-09 2020-06-08
126. DIAGEO PLC- SPONSORED ADR   2020-03-13 2020-11-12
2. DIAGEO PLC- SPONSORED ADR   2020-09-02 2020-11-12
55. DIAGEO PLC- SPONSORED ADR   2014-04-03 2020-11-12
2701. WALT DISNEY COMPANY   2010-11-12 2020-12-21
110. DOLLAR GENERAL CORP COM STK   2019-03-14 2020-02-06
107. DOLLAR GENERAL CORP COM STK   2019-03-14 2020-05-13
15. DOLLAR GENERAL CORP COM STK   2018-10-23 2020-06-08
188. DOLLAR GENERAL CORP COM STK   2018-08-30 2020-09-23
62. DOLLAR GENERAL CORP COM STK   2018-10-03 2020-10-23
25. FLEETCOR TECHNOLOGIES INC COM STK   2018-12-24 2020-02-06
57. ARTHUR J GALLAGHER & CO   2020-02-28 2020-06-08
1050. HONEYWELL INTERNATIONAL INC.   2010-11-12 2020-12-21
25. KLA CORPORATION   2018-10-04 2020-02-06
997. ELI LILLY & CO   2010-11-12 2020-12-21
26568.078 LONGLEAF PARTNERS SMALL CAP FD   2011-01-18 2020-12-22
30. MASTERCARD INCORPORATED   2019-08-05 2020-02-06
25. MASTERCARD INCORPORATED   2019-08-05 2020-06-08
2340. MICROSOFT CORP   2013-06-12 2020-12-21
80. NESTLE S A SPONS ADR   2018-10-23 2020-02-06
29. NIKE INC CL B   2020-03-05 2020-06-08
55. NOVARTIS AG - ADR   2014-08-04 2020-02-06
101. NOVARTIS AG - ADR   2014-08-04 2020-03-09
42. NOVARTIS AG - ADR   2014-08-04 2020-06-08
1694. NOVARTIS AG - ADR   2014-08-04 2020-09-16
115. NVIDIA CORP COM STK   2016-10-27 2020-12-21
260. OKTA INC COM STK   2018-10-24 2020-12-21
1197. ORACLE CORP   2017-11-08 2020-03-06
367. ORACLE CORP   2015-03-10 2020-03-13
248. ORACLE CORP   2015-03-10 2020-06-08
1044. ORACLE CORP   2014-09-19 2020-09-11
447. ORACLE CORP   2014-09-19 2020-10-23
406. ORACLE CORP   2014-09-19 2020-10-28
1623.025 AKRE FOCUS FUND-SUPRA INST   2017-11-08 2020-01-08
135. HENRY SCHEIN INC COM STK   2019-02-14 2020-02-06
150. HENRY SCHEIN INC COM STK   2018-10-23 2020-02-06
326. HENRY SCHEIN INC COM STK   2019-02-21 2020-06-08
317. AO SMITH CORP COM STK   2019-12-18 2020-06-08
185. AO SMITH CORP COM STK   2019-10-29 2020-06-08
179. AO SMITH CORP COM STK   2019-08-12 2020-06-09
366. AO SMITH CORP COM STK   2019-12-12 2020-06-09
84. AO SMITH CORP COM STK   2019-08-12 2020-12-16
167. AO SMITH CORP COM STK   2019-08-08 2020-12-17
325. STARBUCKS CORP   2011-01-10 2020-12-22
175. TWILIO INC - A COM STK   2018-10-24 2020-12-21
165. U S BANCORP   2018-04-27 2020-02-06
375. U S BANCORP   2018-04-27 2020-02-28
1712. U S BANCORP   2014-04-03 2020-03-09
917. U S BANCORP   2014-04-03 2020-03-10
1420. U S BANCORP   2014-04-03 2020-03-12
250. UNILEVER N V-NY SHARES   2019-05-29 2020-02-28
223. UNILEVER N V-NY SHARES   2019-05-29 2020-03-09
244. UNILEVER N V-NY SHARES   2019-05-29 2020-03-16
68. UNILEVER N V-NY SHARES   2018-10-23 2020-03-16
137. UNILEVER N V-NY SHARES   2019-11-08 2020-03-16
277. UNILEVER N V-NY SHARES   2018-02-06 2020-05-26
14. UNILEVER N V-NY SHARES   2018-02-06 2020-06-08
523. UNILEVER N V-NY SHARES   2014-04-03 2020-07-09
353. UNILEVER N V-NY SHARES   2014-10-22 2020-08-06
520. UNILEVER N V-NY SHARES   2014-10-21 2020-08-07
23. WASTE MANAGEMENT INC   2020-03-16 2020-06-08
206. WASTE MANAGEMENT INC   2020-03-16 2020-10-29
19. ZOETIS INC COM STK   2014-04-03 2020-06-08
45. ALLEGION PLC- COM STK   2019-04-05 2020-02-06
306. ALLEGION PLC- COM STK   2018-10-09 2020-12-09
75. LINDE PLC COM STK   2018-10-31 2020-02-06
50. LINDE PLC COM STK   2019-04-23 2020-02-06
139. LINDE PLC COM STK   2018-10-31 2020-06-09
156. PERRIGO CO PLC COM STK   2016-04-01 2020-06-08
81. ALCON INC COM STK   2019-09-24 2020-06-08
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 45,000   46,072 -1,072
b 65,828   23,622 42,206
c 28,446   10,499 17,947
d 56,891   45,657 11,234
e 91,478   32,021 59,457
17,879   5,774 12,105
146,187   28,545 117,642
55,782   6,792 48,990
45,000   44,386 614
100,000   97,079 2,921
125,000   124,391 609
250,000   251,478 -1,478
5,449   4,981 468
33,238   29,547 3,691
6,809   7,577 -768
37,450   40,883 -3,433
6,265   5,724 541
18,465   19,130 -665
17,832   18,910 -1,078
30,315   31,847 -1,532
38,921   77,260 -38,339
20,227   43,020 -22,793
11,450   9,049 2,401
10,547   9,049 1,498
1,810   1,481 329
34,232   22,092 12,140
18,707   19,976 -1,269
686   788 -102
16,166   12,556 3,610
17,900   13,885 4,015
4,947   4,279 668
287   263 24
11,726   10,843 883
65,252   58,615 6,637
25,488   11,104 14,384
17,068   3,669 13,399
30,812   7,113 23,699
13,931   3,132 10,799
2,472   460 2,012
332,559   71,269 261,290
9,697   5,062 4,635
9,435   5,762 3,673
2,923   1,673 1,250
37,261   18,859 18,402
11,194   5,740 5,454
26,640   12,144 14,496
10,642   4,899 5,743
2,174   2,035 139
15,724   13,162 2,562
9,555   8,794 761
16,171   15,053 1,118
19,165   15,752 3,413
304   272 32
8,366   6,717 1,649
463,352   84,091 379,261
17,264   12,053 5,211
19,444   11,724 7,720
2,754   1,636 1,118
38,626   19,879 18,747
13,268   6,518 6,750
8,204   4,383 3,821
5,679   5,498 181
220,695   49,294 171,401
4,280   2,525 1,755
167,713   34,955 132,758
647,730   771,000 -123,270
9,930   7,771 2,159
7,776   6,476 1,300
522,313   80,528 441,785
8,975   6,666 2,309
2,988   2,639 349
5,291   4,202 1,089
8,287   7,716 571
3,602   3,208 394
152,824   119,933 32,891
61,226   10,131 51,095
71,873   14,209 57,664
56,483   58,432 -1,949
16,622   16,177 445
13,262   10,116 3,146
59,973   41,699 18,274
26,757   17,725 9,032
22,620   16,099 6,521
75,000   53,430 21,570
9,667   8,349 1,318
10,741   9,423 1,318
21,580   19,876 1,704
16,433   14,911 1,522
9,590   9,145 445
8,851   8,134 717
18,098   17,062 1,036
4,643   3,817 826
9,214   7,583 1,631
33,289   5,450 27,839
63,861   11,197 52,664
9,081   8,458 623
17,047   18,344 -1,297
62,830   74,354 -11,524
33,963   39,222 -5,259
45,512   59,549 -14,037
13,070   15,089 -2,019
11,984   13,459 -1,475
10,722   14,727 -4,005
2,988   3,731 -743
6,020   8,228 -2,208
13,399   15,186 -1,787
747   767 -20
27,209   21,488 5,721
20,806   13,862 6,944
30,235   19,619 10,616
2,572   2,373 199
22,195   21,257 938
2,636   560 2,076
5,969   4,267 1,702
34,157   28,472 5,685
16,153   12,259 3,894
10,769   8,971 1,798
29,823   22,720 7,103
8,676   19,720 -11,044
5,072   4,843 229
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
      101,856
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       -1,072
b       42,206
c       17,947
d       11,234
e       59,457
      12,105
      117,642
      48,990
      614
      2,921
      609
      -1,478
      468
      3,691
      -768
      -3,433
      541
      -665
      -1,078
      -1,532
      -38,339
      -22,793
      2,401
      1,498
      329
      12,140
      -1,269
      -102
      3,610
      4,015
      668
      24
      883
      6,637
      14,384
      13,399
      23,699
      10,799
      2,012
      261,290
      4,635
      3,673
      1,250
      18,402
      5,454
      14,496
      5,743
      139
      2,562
      761
      1,118
      3,413
      32
      1,649
      379,261
      5,211
      7,720
      1,118
      18,747
      6,750
      3,821
      181
      171,401
      1,755
      132,758
      -123,270
      2,159
      1,300
      441,785
      2,309
      349
      1,089
      571
      394
      32,891
      51,095
      57,664
      -1,949
      445
      3,146
      18,274
      9,032
      6,521
      21,570
      1,318
      1,318
      1,704
      1,522
      445
      717
      1,036
      826
      1,631
      27,839
      52,664
      623
      -1,297
      -11,524
      -5,259
      -14,037
      -2,019
      -1,475
      -4,005
      -743
      -2,208
      -1,787
      -20
      5,721
      6,944
      10,616
      199
      938
      2,076
      1,702
      5,685
      3,894
      1,798
      7,103
      -11,044
      229
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,106,095
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 31,304
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 31,304
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 31,304
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,048
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 13,048
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 18,256
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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletBROWN BROTHERS HARRIMAN TRUST CO NA, OF DELAWARE NA Telephone no.bullet (302) 552-4040

    Located atbullet1013 CENTRE ROAD SUITE 101WILMINGTONDE ZIP+4bullet19805
    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
    BROWN BROTHERS HARRIMAN TR CO OF DE TRUSTEE
    1     		54,067    
    1013 CENTRE ROAD SUITE 101
    WILMINGTON,DE19805
    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
    14,181,793
    b
    Average of monthly cash balances.......................
    1b
    499,506
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,681,299
    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
    14,681,299
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    220,219
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,461,080
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    723,054
    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
    723,054
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    31,304
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,304
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    691,750
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    691,750
    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
    691,750
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,230,167
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,230,167
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,230,167
    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 7 691,750
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 263,194
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,230,167
    a Applied to 2019, but not more than line 2a 263,194
    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..... 691,750
    e Remaining amount distributed out of corpus 275,223
    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 5 275,223
    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 ......     		275,223
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 275,223
    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
    THE BOYS & GIRLS CLUB OF
    GLOUCESTER COUNTY
    PO BOX 742
    GLASSBORO,NJ08028     		NONE PC GENERAL SUPPORT 105,000
    THE GREATER PHILA DIAPER BANK
    1 YALE DRIVE
    RICHBORO,PA18954     		NONE PC GENERAL SUPPORT 30,000
    DICKINSON COLLEGE
    P O BOX 1773
    CARLISLE,PA17013     		NONE PC GENERAL SUPPORT 25,000
    PAWS AND AFFECTION INC
    PO BOX 138
    NARBETH,PA19072     		NONE PC GENERAL SUPPORT 5,000
    LAUREL HOUSE
    180 WEST GERMANTOWN PIKE STE 2
    EAST NORRITON,PA19401     		NONE PC GENERAL SUPPORT 25,000
    GUADALUPE CENTER
    509 HOPE CIRCLE
    IMMOKALEE,FL34142     		NONE PC GENERAL SUPPORT 5,000
    MANNA
    2323 RANSTEAD STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL SUPPORT 10,000
    CHURCH FARM SCHOOL
    1001 E LINCOLN HIGHWAY
    EXTON,PA19341     		NONE PC GENERAL SUPPORT 2,500
    CRISTO REY PHILADELPHIA HIGH SCHOOL
    DEVELOPMENT OFFICE
    5218 N BROAD STREET
    PHILADELPHIA,PA19141     		NONE PC GENERAL SUPPORT 10,000
    SEACREST COUNTRY DAY SCHOOL
    7100 DAVIS BLVD
    NAPLES,FL34104     		NONE PC GENERAL SUPPORT 680,000
    PHILADELPHIA FILM SOCIETY
    1412 CHESTNUT STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 25,000
    CONSERVANCY OF SOUTHWEST FLORIDA
    1495 SMITH PRESERVE WAY
    NAPLES,FL34102     		NONE PC GENERAL PURPOSES 100,000
    THE EVERGLADES FOUNDATION INC
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		NONE PC GENERAL PURPOSES 35,000
    NATIONAL AUDUBON SOCIETY INC
    4500 BISCAYNE BOULEVARD SUITE 350
    MIAMI,FL33137     		NONE PC GENERAL PURPOSES 10,000
    THE JOSEPH FUND OF CAMDEN
    2907 FEDERAL STEET
    CAMDEN,NJ08105     		NONE PC GENERAL 10,000
    INSPIRA HEALTH FOUNDATION
    2950 COLLEGE DRIVE SUITE 1F
    VINELAND,NJ08360     		NONE PC GENERAL 50,000
    MISSION KIDS CHILD ADVOCACY CTR
    180 WEST GERMANTOWN PIKE
    EAST NORRITON,PA19401     		NONE PC GENERAL 5,000
    FIRST RESPONSE TEAM OF AMERICA
    1060 N CHARLOTTE STREET
    LANCASTER,PA17603     		NONE PC GENERAL SUPPORT 40,000
    Total .................................bullet 3a 1,172,500
    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....     14 173,445  
    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 2,106,095  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 13,088  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,292,628  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,292,628
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
     
    Employer identification number

    27-6981716
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
          		Employer identification number
    27-6981716
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 49,701


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 61,295


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 508,821


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 222,395


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 169,460


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 56,083


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
          		Employer identification number
    27-6981716
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 467,881


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 345,833


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 66,925


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    JOHN M PAZ
    1225 N BROAD ST SUITE 2
     
    WEST DEPTFORD, NJ08096

    		$ 60,700


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
          		Employer identification number

    27-6981716
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 479 SHARES OF STARBUCKS CORP $ 49,701 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 115 SHARES OF NVIDIA CORPORATION $ 61,295 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 2340 SHARES OF MICROSOFT CORP $ 508,821 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 1050 SHARES OF HONEYWELL INTL INC $ 222,395 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 997 SHARES OF LILLY ELI & CO $ 169,460 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 440 SHARES OF APPLE $ 56,083 2020-12-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
          		Employer identification number

    27-6981716
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 2701 SHARES OF DISNEY WALT CO $ 467,881 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 6710 SHARES OF COMCAST CORP $ 345,833 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 260 SHARES OF OKTA INC $ 66,925 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    10
    		 175 SHARES OF TWILIO INC $ 60,700 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
          		Employer identification number

    27-6981716
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 3,600     3,600

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BBH LIMITED DURATION FUND CL N 2,208,606 2,239,869

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FLEETCOR TECH INC 98,658 195,892
    COMCAST CORP CL A 22,939 153,637
    LIBERTY INTERACTIVE A    
    LIBERTY GLOBAL PLC    
    DIAGEO PLC- SPONSORED ADR 137,165 172,944
    NESTLE S A SPONS ADR 29,410 106,020
    UNILEVER N V-NY SHARES    
    BERKSHIRE HATHAWAY INC-CL B 200,144 334,357
    U S BANCORP    
    WELLS FARGO & CO    
    PERRIGO CO PLC 155,962 75,666
    NOVARTIS AG - ADR    
    ZOETIS INC COM STK 46,858 263,973
    WASTE MANAGEMENT INC 50,156 98,589
    NIELSEN HLDGS PLC    
    MICROSOFT CORP    
    ORACLE CORP 126,243 197,110
    QUALCOMM INC    
    CELANESE CORP SERIES A 71,190 142,804
    PRAXAIR INC    
    LONGLEAF PARTNERS SMALL CAP FD    
    BBH INTL EQUITY FUND CL N 2,716,540 3,638,717
    DISCOVERY COMMUNICATIONS    
    HENRY SCHEIN INC 120,275 146,758
    ALPHABET INC CL C 94,240 376,654
    PAYPAL HOLDINGS INC    
    ALPS SERIES TR CLARKSTON 820,000 1,153,800
    KROGER CO COM STK    
    DENTSPLY SIRONA INC COM STK    
    ALPHABET INC CL A    
    SABRE CORP COM STK    
    GQG PART EMERG MKTS 694,228 1,022,069
    BROWN-FORMAN CORP 110,158 175,937
    DOLLAR GENERAL CORP 66,096 124,077
    QURATE RETAIL INC    
    COPART INC 113,917 254,755
    ALLEGION PLC 93,829 132,440
    KLA-TENCOR CORP 50,280 131,785
    LINDE PLC 179,699 259,821
    ARKE FOCUS FUND    
    BOOKING HOLDINGS INC 86,306 111,364
    BRIGHT HORIZONS    
    COLGATE PALMOLIVE CO 107,621 144,426
    COSTCO 62,086 106,252
    ARTHUR J GALLAGHER 185,097 250,636
    ALCON INC 174,351 212,522
    AO SMITH CORP 112,787 141,052
    MASTERCARD 183,847 259,852
    AKRE FOCUS FUND-SUPRA INST 1,156,570 2,285,021
    AMAZON.COM INC 224,776 231,242
    NIKE INC CL B 100,242 172,169
    STARBUCKS CORP 98,582 129,125
    PROGRESSIVE CORP OHIO 116,199 151,880
    BAXTER INTL INC 138,755 144,994
    THERMO FISHER SCIENTIFIC INC 104,711 111,321
    GRACO INC COMMON STOCK 56,819 59,327
    VISA INC- CL.A SHARES 101,382 112,646

    TY 2020 OtherDecreasesSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Description Amount
    ADJUSTMENT TO CONTRIBUTIONS 1,638,280


    TY 2020 OtherExpensesSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 39 39   0


    TY 2020 OtherIncomeSchedule2
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 13,088 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Description Amount
    ROUNDING 26


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 21,016 21,016    


    TY 2020 SubstantialContributorsSch
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Name Address
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096
    JOHN M PAZ 1225 N BROAD ST SUITE 2
    WEST DEPTFORD,NJ08096


    TY 2020 TaxesSchedule
    Name:
    JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE
    EIN:
    27-6981716
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 4,780 0   0
    FOREIGN TAXES ON QUALIFIED FOR 4,897 4,897   0
    FOREIGN TAXES ON NONQUALIFIED 1,536 1,536   0