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
SLOPANSKEY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2751 CENTERVILLE RD STE 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19808
A Employer identification number

13-7298696
B Telephone number (see instructions)

(302) 246-5400
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$1,128,383
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 20,448 16,629  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,026
b Gross sales price for all assets on line 6a 301,003
7 Capital gain net income (from Part IV, line 2)... 51,026
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)....... 40 40  
12 Total. Add lines 1 through 11........ 71,514 67,695  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,882 3,661   1,220
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)....... 500 0 0 500
c Other professional fees (attach schedule).... 11,013 11,013   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,632 432   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)....... 60 60    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,087 15,166 0 1,720
25 Contributions, gifts, grants paid....... 51,378 51,378
26 Total expenses and disbursements. Add lines 24 and 25 69,465 15,166 0 53,098
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,049
b Net investment income (if negative, enter -0-) 52,529
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............. 337 366 366
2 Savings and temporary cash investments......... 51,109 28,580 28,580
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 605,318 Click to see attachment628,780 1,099,437
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) 656,764 657,726 1,128,383
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........ 656,764 657,726
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)..... 656,764 657,726
30 Total liabilities and net assets/fund balances (see instructions). 656,764 657,726
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
656,764
2
Enter amount from Part I, line 27a .....................
2
2,049
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
658,813
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,087
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
657,726
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 4. BLACKROCK INC   2009-03-30 2020-01-08
b 82. ISHARES CORE U.S. AGGREGATE BOND ETF   2019-12-04 2020-01-08
c 4. ISHARES CORE U.S. AGGREGATE BOND ETF   2019-09-18 2020-01-08
d 3. AT&T INC   2017-02-13 2020-01-13
e 6. ASOS PLC ADR   2017-10-26 2020-01-13
1. ADIDAS AG   2020-01-09 2020-01-13
2. ADOBE SYS INC   2015-08-26 2020-01-13
10. ADYEN N V UNSPONSRED ADS   2019-12-18 2020-01-13
1. AIR PRODUCTS & CHEMICAL INC   2019-01-25 2020-01-13
1. ALEXION PHARMACEUTICALS INC   2016-06-20 2020-01-13
3. ALIBABA GROUP HLD ADR   2019-03-28 2020-01-13
2. ALIBABA GROUP HLD ADR   2019-09-10 2020-01-13
5. ALTRIA GROUP INC   2018-08-01 2020-01-13
3. AMERICAN EXPRESS CO   2019-10-15 2020-01-13
2. AMERICAN EXPRESS CO   2015-07-27 2020-01-13
2. AMERICAN TOWER CORP   2017-02-13 2020-01-13
1. AMERISOURCEBERGEN CORP   2016-04-25 2020-01-13
1. AMGEN INC   2008-04-15 2020-01-13
1. ANHEUSER-BUSCH INBEV SA/NV   2019-07-23 2020-01-13
1. ANHEUSER-BUSCH INBEV SA/NV   2018-05-14 2020-01-13
1. APPLE COMPUTER INC   2019-12-19 2020-01-13
2. APPLE COMPUTER INC   2019-11-13 2020-01-13
5. BK AMER CORP COM   2018-06-07 2020-01-13
2. BANK OF NEW YORK MELLON CORP/THE   2012-10-17 2020-01-13
1. BERKSHIRE HATHAWAY CL-B   2019-06-06 2020-01-13
5. BURBERRY GROUP PLC   2017-05-25 2020-01-13
1. CVS CORP   2008-10-23 2020-01-13
2. CHEVRONTEXACO CORP   2017-02-13 2020-01-13
12. COMCAST CORP   2019-03-27 2020-01-13
2. COMCAST CORP   2019-03-27 2020-01-13
2. COMCAST CORP   2019-03-27 2020-01-13
1. COSTCO WHOLESALE CORP   2017-10-25 2020-01-13
1. CREDIT AGRICOLE SA   2019-12-13 2020-01-13
1. DEERE & CO   2019-12-12 2020-01-13
5. DISH NETWORK CORP CLASS A   2017-02-13 2020-01-13
1. EDISON INTERNATIONAL   2019-07-31 2020-01-13
14. EPIROC AB   2018-10-18 2020-01-13
6. ERSTE GROUP BANK AG   2019-10-21 2020-01-13
9. ERSTE GROUP BANK AG   2017-05-11 2020-01-13
2. EXXON MOBIL CORP   2017-02-13 2020-01-13
4. FACEBOOK INC CL-A   2018-11-06 2020-01-13
1. FACEBOOK INC CL-A   2019-01-22 2020-01-13
1. FIDELITY NATIONAL INFORMATION SRV   2019-07-30 2020-01-13
3. FOX CORP B COM   2019-03-19 2020-01-13
7. GIVAUDAN SA   2017-09-20 2020-01-13
2. HONEYWELL INTERNATIONAL INC COM   2017-02-13 2020-01-13
4. HOYA CORP   2013-11-07 2020-01-13
1. ILLINOIS TOOL WKS INC   2012-06-01 2020-01-13
5. INDUSTRIA DE DISENO TEXTIL SA   2018-06-12 2020-01-13
2. JP MORGAN CHASE & CO   2016-07-21 2020-01-13
1. JOHNSON & JOHNSON   2019-06-10 2020-01-13
1. JOHNSON & JOHNSON   2019-06-10 2020-01-13
5. KBC GROUP NV   2019-10-21 2020-01-13
4. KAO CORP   2019-06-20 2020-01-13
2. KEURIG DR PEPPER INC   2019-10-04 2020-01-13
1. LVMH MOET HENNESSY LOUIS VUITTON SE   2018-04-30 2020-01-13
4. LVMH MOET HENNESSY LOUIS VUITTON SE   2019-06-05 2020-01-13
15. LEGRAND SA   2018-06-07 2020-01-13
12. LONDON STOCK EXCHANGE GROUP PLC   2017-01-27 2020-01-13
2. MARSH & MCLENNAN COS INC   2012-06-01 2020-01-13
1. MCCORMICK & CO INC/MD   2019-02-05 2020-01-13
2. MERCK & CO INC NEW   2009-11-18 2020-01-13
3. MICROSOFT CORP   2011-06-17 2020-01-13
2. MOTOROLA SOLUTIONS INC   2017-02-13 2020-01-13
3. NESTLE SA   2017-02-13 2020-01-13
7. NIDEC CORP   2017-11-09 2020-01-13
3. NINTENDO CO LTD ADR   2019-07-11 2020-01-13
2. NOVARTIS A G ADR   2019-11-07 2020-01-13
2. NOVARTIS A G ADR   2019-11-07 2020-01-13
1. NOVO NORDISK A S ADR   2003-11-04 2020-01-13
3. NUTANIX INC CL A   2018-10-09 2020-01-13
2. NVIDIA CORP COM   2019-11-18 2020-01-13
4. ORACLE CORPORATION   2017-10-27 2020-01-13
6. ORACLE CORPORATION   2017-10-27 2020-01-13
1. PPG INDS INC COM   2017-04-25 2020-01-13
2. PFIZER INC   2018-12-26 2020-01-13
1. PHILIP MORRIS INTERNATIONAL INC   2017-02-13 2020-01-13
4. PING AN INSURANCE GROUP CO OF CHINA LTD   2019-03-14 2020-01-13
2. PIONEER NATURAL RESOURCES   2017-05-08 2020-01-13
3. PROGRESSIVE CORP   2016-11-04 2020-01-13
5. RENTOKIL INITIAL PLC   2016-08-03 2020-01-13
21. RENTOKIL INITIAL PLC   2016-08-11 2020-01-13
14. ROCHE HLDG LTD SPON ADR   2019-06-05 2020-01-13
2. ROGERS COMMUNICATIONS INC   2018-11-15 2020-01-13
2. ROYAL DUTCH SHELL PLC   2011-09-15 2020-01-13
1. SALESFORCE.COM INC   2019-11-20 2020-01-13
1. SAP SE   2019-05-16 2020-01-13
2. CHARLES SCHWAB CORP/THE   2019-03-20 2020-01-13
1. CHARLES SCHWAB CORP/THE   2018-12-26 2020-01-13
7. CHARLES SCHWAB CORP/THE   2018-12-26 2020-01-13
2. SEMPRA ENERGY   2017-02-13 2020-01-13
5. SHISEIDO LTD ADR   2015-05-29 2020-01-13
1. SHOPIFY INC CL A   2019-10-31 2020-01-13
10. SOCIEDAD QUIMICA Y MINERA DE CHILE SA   2018-02-15 2020-01-13
1. SPLUNK INC   2017-07-11 2020-01-13
5. TAIWAN SEMICONDUCTOR MFG CO   2019-10-31 2020-01-13
3. TC ENERGY CORP   2019-12-12 2020-01-13
11. TECHNOPRO HOLDINGS INC   2018-06-01 2020-01-13
4. TELEPERFORMANCE   2018-10-18 2020-01-13
1. TEMENOS AG   2019-10-17 2020-01-13
2. THERMO FISHER SCIENTIFIC INC   2019-08-13 2020-01-13
2. THOMSON REUTERS CORP   2019-12-02 2020-01-13
2. TRAVELERS COS INC/THE   2019-01-03 2020-01-13
2. US BANCORP   2017-02-13 2020-01-13
12. UBER TECHNOLOGIES INC COM   2019-06-27 2020-01-13
21. UMICORE SA   2017-09-20 2020-01-13
6. UMICORE SA   2019-10-31 2020-01-13
1. UNITED PARCEL SERVICE CL B   2019-07-25 2020-01-13
1. UNITED TECHNOLOGIES CORP   2019-07-25 2020-01-13
1. UNITEDHEALTH GROUP INC   2001-12-20 2020-01-13
2. VISA INC   2019-06-21 2020-01-13
1. VISA INC   2010-05-26 2020-01-13
2. WELLS FARGO & CO   2011-04-15 2020-01-13
1. ZOETIS INC   2013-08-27 2020-01-13
16. ALLERGAN PLC   2018-02-14 2020-01-13
3. AMDOCS LIMITED ORD   2019-08-26 2020-01-13
1. ICON PLC   2011-01-28 2020-01-13
4. IHS MARKIT LTD SHS   2019-04-02 2020-01-13
2. IHS MARKIT LTD SHS   2018-11-15 2020-01-13
1. LINDE PLC   2019-11-07 2020-01-13
1. LINDE PLC   2017-11-09 2020-01-13
43. SEAGATE TECHNOLOGY PLC   2018-09-12 2020-01-13
2. TE CONNECTIVITY LTD   2004-05-17 2020-01-13
1. SPOTIFY TECHNOLOGY S A SHS   2019-07-31 2020-01-13
2. ASMLD HOLDINGS NV   2009-01-22 2020-01-13
7. ORACLE CORPORATION   2017-10-27 2020-01-15
3. ASOS PLC ADR   2017-10-26 2020-01-21
4. ASOS PLC ADR   2017-02-13 2020-01-22
152. AT&T INC   2019-01-03 2020-01-29
3. ASOS PLC ADR   2017-02-13 2020-01-29
2. PALO ALTO NETWORKS INC   2016-06-27 2020-02-03
4. SHISEIDO LTD ADR   2015-05-29 2020-02-03
3. ASOS PLC ADR   2015-11-11 2020-02-05
8. GIVAUDAN SA   2017-09-20 2020-02-05
5. LVMH MOET HENNESSY LOUIS VUITTON SE   2018-04-30 2020-02-05
1. ADOBE SYS INC   2015-08-26 2020-02-06
173. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2020-01-08 2020-02-06
3. ASOS PLC ADR   2015-11-11 2020-02-10
2. ALIBABA GROUP HLD ADR   2019-09-10 2020-02-10
6. UMICORE SA   2017-08-17 2020-02-10
7. MICROSOFT CORP   2011-06-17 2020-02-12
62. ORACLE CORPORATION   2017-12-15 2020-02-14
1. ALIBABA GROUP HLD ADR   2019-09-10 2020-02-21
1. ALIBABA GROUP HLD ADR   2018-08-24 2020-02-21
2. ASMLD HOLDINGS NV   2009-01-22 2020-02-24
10.01 LOGMEIN INC   2017-02-13 2020-02-26
2. LINDE PLC   2017-11-09 2020-02-26
2. ECOLAB INC   2015-09-02 2020-02-27
1. LINDE PLC   2017-11-13 2020-02-28
2. LINDE PLC   2017-11-13 2020-03-02
3. JOHNSON & JOHNSON   2020-02-24 2020-03-03
7. ORACLE CORPORATION   2017-12-15 2020-03-03
33. FOX CORP B COM   2019-03-19 2020-03-04
38. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-02-06 2020-03-04
2. LINDE PLC   2017-11-15 2020-03-04
7. ORACLE CORPORATION   2017-12-15 2020-03-05
5. CHARLES SCHWAB CORP/THE   2018-12-26 2020-03-05
1. MCCORMICK & CO INC/MD   2019-02-05 2020-03-06
4. LINDE PLC   2017-11-17 2020-03-06
4. ANHEUSER-BUSCH INBEV SA/NV   2018-05-14 2020-03-09
2. HDFC BANK LTD   2019-11-07 2020-03-09
6. HDFC BANK LTD   2018-01-16 2020-03-09
10. KBC GROUP NV   2017-02-13 2020-03-09
7. KBC GROUP NV   2019-09-20 2020-03-09
2. MCCORMICK & CO INC/MD   2019-01-31 2020-03-09
14. CHARLES SCHWAB CORP/THE   2018-12-26 2020-03-09
1. MCCORMICK & CO INC/MD   2019-01-31 2020-03-10
81. WELLS FARGO & CO   2011-04-15 2020-03-11
9. HDFC BANK LTD   2018-01-16 2020-03-12
16. ANHEUSER-BUSCH INBEV SA/NV   2019-01-04 2020-03-13
17. ANHEUSER-BUSCH INBEV SA/NV   2019-06-18 2020-03-13
22. FOX CORP B COM   2019-06-19 2020-03-13
2. JOHNSON & JOHNSON   2019-05-30 2020-03-13
5. JOHNSON & JOHNSON   2020-02-24 2020-03-13
1. MCCORMICK & CO INC/MD   2019-01-31 2020-03-13
6. SHISEIDO LTD ADR   2015-05-29 2020-03-13
29. ANHEUSER-BUSCH INBEV SA/NV   2019-01-04 2020-03-16
9. ORACLE CORPORATION   2017-12-15 2020-03-16
50. FOX CORP B COM   2019-06-19 2020-03-17
4. MCCORMICK & CO INC/MD   2019-01-28 2020-03-17
2. JOHNSON & JOHNSON   2003-11-12 2020-03-19
3. JOHNSON & JOHNSON   2019-08-27 2020-03-19
12. HDFC BANK LTD   2018-01-16 2020-03-20
12. KBC GROUP NV   2017-02-13 2020-03-20
1. HDFC BANK LTD   2018-01-16 2020-03-23
5. JOHNSON & JOHNSON   2003-11-12 2020-03-24
22. ORACLE CORPORATION   2018-03-20 2020-03-25
71. ALTRIA GROUP INC   2018-08-01 2020-03-27
3. ANTHEM INC   2012-06-01 2020-03-27
41. US BANCORP   2019-01-03 2020-04-02
16. EPIROC AB   2018-10-17 2020-04-03
5. GIVAUDAN SA   2017-09-20 2020-04-03
3. HEXAGON AB   2019-12-13 2020-04-03
2. HOME DEPOT INC   2003-01-22 2020-04-06
30. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-02-06 2020-04-07
224.16906 WESTERN ASSET INTERMEDIATE-TERM MUNICIPA   2019-11-05 2020-04-07
110.83094 WESTERN ASSET INTERMEDIATE-TERM MUNICIPA   2019-07-03 2020-04-07
69. WESTERN ASSET CORE BOND FUND   2019-09-18 2020-04-07
24. CARRIER GLBL CORP COM   2020-03-03 2020-04-09
7. WALT DISNEY CO   2019-01-22 2020-04-09
5. AKAMAI TECHNOLOGIES INC   2009-08-18 2020-04-13
52. CARRIER GLBL CORP COM   2019-03-27 2020-04-16
16. CARRIER GLBL CORP COM   2020-03-24 2020-04-16
10. MICROSOFT CORP   2011-06-17 2020-04-17
1. NVIDIA CORP COM   2019-04-02 2020-04-20
1. PIONEER NATURAL RESOURCES   2017-05-08 2020-04-20
5. MARTIN MARIETTA MATERIALS INC   2014-02-07 2020-04-21
2. PIONEER NATURAL RESOURCES   2017-07-20 2020-04-21
50. PHILIP MORRIS INTERNATIONAL INC   2017-02-13 2020-04-22
2. PIONEER NATURAL RESOURCES   2017-05-04 2020-04-22
2. PIONEER NATURAL RESOURCES   2019-05-08 2020-04-27
42. OCCIDENTAL PETROLEUM CORP   2019-08-09 2020-04-29
2. PIONEER NATURAL RESOURCES   2017-08-02 2020-04-29
2. PIONEER NATURAL RESOURCES   2019-05-29 2020-04-29
9. UNITED PARCEL SERVICE CL B   2019-07-25 2020-04-29
50. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-02-06 2020-05-06
227. WESTERN ASSET INCOME FUND   2019-07-01 2020-05-06
19. EPIROC AB   2018-10-17 2020-05-07
2. MICROSOFT CORP   2011-06-17 2020-05-12
59.01 ALLERGAN PLC   2018-02-14 2020-05-12
3. MICROSOFT CORP   2011-06-17 2020-05-13
56. ROYAL DUTCH SHELL PLC   2017-02-13 2020-05-13
29. US BANCORP   2012-06-01 2020-05-13
74. CREDIT AGRICOLE SA   2019-12-13 2020-05-15
16. EPIROC AB   2018-10-17 2020-05-15
5. HONEYWELL INTERNATIONAL INC COM   2017-02-13 2020-05-19
146. CREDIT AGRICOLE SA   2019-10-31 2020-05-20
12. EPIROC AB   2018-10-22 2020-05-20
2. MICROSOFT CORP   2011-06-17 2020-05-21
11. EPIROC AB   2018-10-22 2020-05-22
3. LIBERTY MEDIA CORP DELAWARE LIBERTY MEDI   2020-05-21 2020-05-26
1. HONEYWELL INTERNATIONAL INC COM   2017-02-13 2020-05-27
8. MARSH & MCLENNAN COS INC   2012-06-01 2020-05-27
4. MICROSOFT CORP   2011-06-17 2020-05-27
25. EPIROC AB   2019-03-22 2020-05-28
4. OTIS WORLDWIDE CORP COM   2020-02-26 2020-05-28
1. OTIS WORLDWIDE CORP COM   2019-03-27 2020-05-29
8. OTIS WORLDWIDE CORP COM   2020-03-03 2020-05-29
2. HONEYWELL INTERNATIONAL INC COM   2017-02-13 2020-06-02
2. DIAGEO PLC SPONSORED ADR NEW   2017-02-13 2020-06-03
2. SAP SE   2001-12-05 2020-06-03
1. AMDOCS LIMITED ORD   2019-08-26 2020-06-03
3. ICON PLC   2011-01-28 2020-06-03
1. SPOTIFY TECHNOLOGY S A SHS   2019-03-06 2020-06-03
2. SPOTIFY TECHNOLOGY S A SHS   2019-12-18 2020-06-03
3. HONEYWELL INTERNATIONAL INC COM   2017-02-13 2020-06-04
7. CHARLES SCHWAB CORP/THE   2018-12-26 2020-06-05
1. AMDOCS LIMITED ORD   2019-01-18 2020-06-05
5. AMDOCS LIMITED ORD   2019-08-26 2020-06-05
1. ICON PLC   2011-01-28 2020-06-05
2. HONEYWELL INTERNATIONAL INC COM   2012-06-01 2020-06-09
195. WESTERN ASSET INCOME FUND   2019-07-01 2020-06-09
2. HONEYWELL INTERNATIONAL INC COM   2012-06-01 2020-06-11
13. MOTOROLA SOLUTIONS INC   2017-02-13 2020-06-12
9. CHARLES SCHWAB CORP/THE   2018-12-26 2020-06-12
4. HONEYWELL INTERNATIONAL INC COM   2012-06-01 2020-06-16
10. CHARLES SCHWAB CORP/THE   2018-12-26 2020-06-16
2. DIAGEO PLC SPONSORED ADR NEW   2017-02-13 2020-06-17
4. AMDOCS LIMITED ORD   2019-01-22 2020-06-17
2. ICON PLC   2011-01-28 2020-06-17
3. ALPHABET INCORPORATION   2008-12-29 2020-06-18
8. ROGERS COMMUNICATIONS INC   2019-06-03 2020-06-22
4. AMDOCS LIMITED ORD   2019-01-22 2020-06-22
.09 ABBVIE INC   2020-05-12 2020-06-24
13. CHARLES SCHWAB CORP/THE   2018-12-26 2020-06-24
6. ROGERS COMMUNICATIONS INC   2018-11-26 2020-07-02
10. AMDOCS LIMITED ORD   2018-12-21 2020-07-02
28. MERCK & CO INC NEW   2009-11-18 2020-07-06
3. NOVARTIS A G ADR   2019-11-07 2020-07-06
7. NOVARTIS A G ADR   2019-03-27 2020-07-06
23. ROGERS COMMUNICATIONS INC   2019-06-25 2020-07-08
20. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2020-05-06 2020-07-08
40. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2020-03-04 2020-07-08
4. SAP SE   2001-12-05 2020-07-09
2. APPLE COMPUTER INC   2020-06-25 2020-07-16
5. MICROSOFT CORP   2011-06-17 2020-07-16
47. T-MOBILE US INC COM XXX-XX-XXXX   2020-06-26 2020-07-16
4. ANTHEM INC   2012-06-01 2020-07-30
1. UNITEDHEALTH GROUP INC   2020-05-19 2020-07-30
2. UNITEDHEALTH GROUP INC   2001-12-20 2020-07-30
4. ALPHABET INCORPORATION   2008-12-29 2020-08-03
1. DIAGEO PLC SPONSORED ADR NEW   2015-10-07 2020-08-03
57. EXXON MOBIL CORP   2017-02-13 2020-08-03
52. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-07-08 2020-08-06
294. LEGG MASON BW ABSOLUTE RETURN OPPS IS   2019-09-18 2020-08-06
109. WESTERN ASSET MANAGED MUNICIPALS FUND   2019-08-07 2020-08-06
657. WESTERN ASSET INTERMEDIATE-TERM MUNICIPA   2019-07-03 2020-08-06
2044.19 WESTERN ASSET INCOME FUND   2020-04-07 2020-08-06
5761.22 WESTERN ASSET INCOME FUND   2019-07-01 2020-08-06
144. WESTERN ASSET CORE BOND FUND   2019-09-18 2020-08-06
154. WESTERN ASSET MACRO OPPORTUNITIES FUND   2019-09-18 2020-08-06
4. APPLE COMPUTER INC   2020-03-13 2020-08-10
7. MICROSOFT CORP   2006-05-22 2020-08-10
2. APPLE COMPUTER INC   2020-03-13 2020-08-26
1. APPLE COMPUTER INC   2019-07-11 2020-08-26
6. LIBERTY MEDIA CORP DELAWARE LIBERTY MEDI   2020-05-21 2020-08-31
2. AIR PRODUCTS & CHEMICAL INC   2019-01-25 2020-09-03
3. AIR PRODUCTS & CHEMICAL INC   2020-04-24 2020-09-03
3. APPLE COMPUTER INC   2019-07-11 2020-09-03
17. APPLE COMPUTER INC   2019-07-11 2020-09-03
8. MICROSOFT CORP   2006-05-22 2020-09-03
3. SAP SE   2001-12-05 2020-09-08
2. SAP SE   2001-12-05 2020-09-09
8. NOVARTIS A G ADR   2019-05-03 2020-09-18
7. ROCHE HLDG LTD SPON ADR   2020-02-11 2020-09-18
2. LINDE PLC   2018-02-06 2020-09-18
2. CH ROBINSON WORLDWIDE INC   2019-05-08 2020-09-23
10.62 QURATE RETAIL INC PFD @ DIV 8%   2020-01-06 2020-09-23
3.38 QURATE RETAIL INC PFD @ DIV 8%   2006-02-09 2020-09-23
1. ICON PLC   2011-01-28 2020-09-23
.64 QURATE RETAIL INC PFD @ DIV 8%   2006-02-09 2020-09-30
61. CVS CORP   2009-01-09 2020-10-01
3. ERSTE GROUP BANK AG   2017-02-13 2020-10-02
12. ERSTE GROUP BANK AG   2019-10-21 2020-10-02
2. ROCHE HLDG LTD SPON ADR   2020-02-11 2020-10-02
1. ROCHE HLDG LTD SPON ADR   2019-05-16 2020-10-02
2. SAP SE   2001-12-05 2020-10-02
1. CH ROBINSON WORLDWIDE INC   2019-05-02 2020-10-05
50.0019 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2020-08-06 2020-10-05
14.9981 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2020-08-06 2020-10-05
14. TECHNOPRO HOLDINGS INC   2018-05-31 2020-10-05
1. SOLAREDGE TECHNOLOGIES INC COM   2020-07-08 2020-10-08
2. CH ROBINSON WORLDWIDE INC   2019-05-09 2020-10-09
16. TECHNOPRO HOLDINGS INC   2018-07-26 2020-10-09
18. ERSTE GROUP BANK AG   2017-02-13 2020-10-12
8. TECHNOPRO HOLDINGS INC   2018-07-26 2020-10-13
1. SOLAREDGE TECHNOLOGIES INC COM   2020-07-08 2020-10-20
1. CH ROBINSON WORLDWIDE INC   2020-05-28 2020-10-23
1. CH ROBINSON WORLDWIDE INC   2019-08-01 2020-10-23
2. CH ROBINSON WORLDWIDE INC   2019-08-01 2020-10-26
16. ERSTE GROUP BANK AG   2017-02-13 2020-10-27
1. ALIBABA GROUP HLD ADR   2020-04-06 2020-10-28
3. CH ROBINSON WORLDWIDE INC   2019-07-31 2020-10-30
1. ALIBABA GROUP HLD ADR   2020-04-06 2020-11-02
1. ALIBABA GROUP HLD ADR   2018-09-25 2020-11-02
2. CH ROBINSON WORLDWIDE INC   2019-05-01 2020-11-02
15. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-10-05 2020-11-04
16. ERSTE GROUP BANK AG   2017-01-27 2020-11-05
12. TECHNOPRO HOLDINGS INC   2018-07-25 2020-11-05
5. AMERICAN EXPRESS CO   2020-11-03 2020-11-06
6. SAP SE   2001-12-05 2020-11-06
50. NIDEC CORP   2017-10-16 2020-11-09
6. AMERICAN TOWER CORP   2017-02-13 2020-11-10
6. MICROSOFT CORP   2006-05-22 2020-11-10
14. ADYEN N V UNSPONSRED ADS   2019-12-18 2020-11-12
2. ALIBABA GROUP HLD ADR   2019-06-10 2020-11-12
3. SAP SE   2003-06-06 2020-11-12
2. SHISEIDO LTD ADR   2015-05-29 2020-11-13
10. TECHNOPRO HOLDINGS INC   2018-07-25 2020-11-13
89. PFIZER INC   2018-12-26 2020-11-16
9. SAP SE   2003-06-06 2020-11-17
2. CH ROBINSON WORLDWIDE INC   2019-05-01 2020-11-18
4. CH ROBINSON WORLDWIDE INC   2020-05-20 2020-11-18
8. SHISEIDO LTD ADR   2015-05-29 2020-11-18
11. TECHNOPRO HOLDINGS INC   2018-07-25 2020-11-18
3. AMERICAN EXPRESS CO   2020-11-03 2020-11-20
2. AMERICAN EXPRESS CO   2020-11-03 2020-11-24
18. TECHNOPRO HOLDINGS INC   2018-07-25 2020-11-24
1. ULTA SALON COSMETCS & FRAGRANCE INC   2020-05-29 2020-11-24
11. ROCHE HLDG LTD SPON ADR   2019-05-16 2020-12-01
1. AMERICAN EXPRESS CO   2020-11-03 2020-12-02
16. NIDEC CORP   2017-10-16 2020-12-02
46. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-10-05 2020-12-03
7. MONOTARO CO LTD   2018-05-31 2020-12-03
3. AMERICAN EXPRESS CO   2020-12-07 2020-12-07
2. UNITED PARCEL SERVICE CL B   2019-07-25 2020-12-07
3. AMERICAN EXPRESS CO   2020-12-07 2020-12-08
4. AMERICAN TOWER CORP   2013-07-11 2020-12-09
1. AMERICAN EXPRESS CO   2020-12-07 2020-12-10
8. COMCAST CORP   2019-04-02 2020-12-10
1. AKAMAI TECHNOLOGIES INC   2009-08-18 2020-12-14
2. AMERICAN EXPRESS CO   2015-07-27 2020-12-14
5. AMERICAN EXPRESS CO   2020-12-07 2020-12-14
4. COMCAST CORP   2019-04-02 2020-12-18
2. AKAMAI TECHNOLOGIES INC   2009-08-18 2020-12-22
3. ALIBABA GROUP HLD ADR   2019-06-10 2020-12-22
5. STONECO LTD COM CL A   2019-04-02 2020-12-22
6. STONECO LTD COM CL A   2020-08-13 2020-12-22
2. SHISEIDO LTD ADR   2015-05-29 2020-12-23
6. ALIBABA GROUP HLD ADR   2018-10-11 2020-12-28
.28 LIBERTY BROADBAND CORP - C   2017-02-13 2020-12-28
8. SOCIEDAD QUIMICA Y MINERA DE CHILE SA   2018-09-21 2020-12-29
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,032   504 1,528
b 9,231   9,244 -13
c 450   450  
d 111   98 13
e 254   464 -210
170   172 -2
687   152 535
165   162 3
233   161 72
110   126 -16
687   532 155
457   352 105
250   320 -70
382   353 29
254   150 104
467   213 254
83   92 -9
233   43 190
78   96 -18
78   96 -18
312   280 32
627   527 100
172   151 21
98   49 49
225   205 20
145   116 29
70   29 41
230   222 8
545   482 63
88   80 8
88   80 8
297   162 135
4   7 -3
172   173 -1
177   301 -124
72   74 -2
170   145 25
114   105 9
171   160 11
137   165 -28
882   598 284
221   149 72
140   135 5
106   121 -15
430   304 126
359   236 123
384   104 280
176   55 121
85   85  
270   130 140
142   139 3
142   139 3
184   174 10
64   63 1
53   55 -2
95   70 25
380   316 64
237   227 10
295   118 177
221   64 157
163   124 39
176   70 106
486   73 413
339   158 181
317   220 97
244   249 -5
145   145  
184   174 10
184   174 10
56   4 52
102   122 -20
502   421 81
215   203 12
325   304 21
126   110 16
76   82 -6
85   103 -18
97   87 10
292   349 -57
221   94 127
143   73 70
614   308 306
573   464 109
96   106 -10
115   134 -19
181   164 17
135   130 5
94   91 3
47   39 8
334   275 59
300   209 91
361   102 259
438   312 126
298   556 -258
154   58 96
297   234 63
155   155  
148   144 4
491   364 127
154   152 2
659   550 109
149   141 8
269   233 36
110   108 2
405   534 -129
250   209 41
71   61 10
114   117 -3
149   137 12
283   17 266
388   348 40
194   19 175
101   61 40
133   29 104
3,053   2,948 105
215   192 23
166   23 143
317   219 98
158   103 55
208   202 6
208   163 45
2,606   2,073 533
193   65 128
149   153 -4
599   33 566
384   355 29
116   218 -102
159   262 -103
5,657   3,810 1,847
119   169 -50
471   234 237
251   81 170
129   155 -26
533   347 186
456   349 107
367   76 291
18,982   18,854 128
133   155 -22
428   348 80
71   57 14
1,285   169 1,116
3,438   3,093 345
213   174 39
213   174 39
586   33 553
852   725 127
409   327 82
379   212 167
189   163 26
387   327 60
410   439 -29
349   336 13
1,003   1,327 -324
4,437   4,328 109
402   327 75
340   336 4
175   197 -22
149   124 25
755   654 101
198   383 -185
99   125 -26
297   311 -14
312   310 2
218   234 -16
291   248 43
430   551 -121
147   124 23
2,648   2,285 363
399   466 -67
694   1,241 -547
737   1,475 -738
543   876 -333
256   264 -8
641   732 -91
133   124 9
328   122 206
1,080   1,721 -641
405   431 -26
1,172   1,781 -609
520   409 111
257   99 158
385   393 -8
438   622 -184
300   360 -60
30   52 -22
582   247 335
1,045   1,053 -8
2,606   2,776 -170
672   201 471
1,324   1,584 -260
146   165 -19
305   217 88
118   183 -65
377   44 333
3,469   3,417 52
1,376   1,444 -68
681   714 -33
894   900 -6
348   555 -207
737   502 235
470   89 381
660   802 -142
203   302 -99
1,769   242 1,527
290   183 107
73   172 -99
904   562 342
142   333 -191
3,640   4,188 -548
159   329 -170
158   305 -147
686   1,945 -1,259
172   292 -120
172   298 -126
856   1,053 -197
5,818   5,694 124
1,249   1,257 -8
189   196 -7
371   48 323
11,367   5,048 6,319
540   73 467
1,744   3,264 -1,520
860   878 -18
270   512 -242
159   165 -6
669   589 80
555   954 -399
127   123 4
369   48 321
113   111 2
24     24
148   118 30
846   255 591
718   97 621
278   252 26
208   285 -77
51   65 -14
408   547 -139
296   236 60
292   228 64
266   69 197
64   64  
510   68 442
186   146 40
371   304 67
460   353 107
305   275 30
64   61 3
319   318 1
164   23 141
317   104 213
1,139   1,196 -57
292   104 188
1,827   883 944
327   354 -27
598   207 391
371   393 -22
286   228 58
251   242 9
320   45 275
4,308   442 3,866
332   424 -92
243   240 3
8   8  
444   511 -67
244   318 -74
605   586 19
2,227   983 1,244
266   261 5
620   584 36
904   1,210 -306
2,041   1,949 92
4,082   4,328 -246
612   138 474
770   642 128
1,019   116 903
5     5
1,110   268 842
305   292 13
611   35 576
5,892   589 5,303
149   110 39
2,405   3,901 -1,496
6,219   6,152 67
3,557   3,381 176
1,793   1,805 -12
4,257   4,231 26
12,163   12,104 59
34,279   35,151 -872
2,006   1,878 128
1,745   1,782 -37
1,796   1,098 698
1,453   160 1,293
1,008   526 482
504   203 301
48     48
591   321 270
887   643 244
372   152 220
2,082   864 1,218
1,742   183 1,559
470   103 367
325   69 256
728   667 61
329   305 24
495   327 168
204   167 37
966   960 6
307   508 -201
180   23 157
64   104 -40
3,518   1,641 1,877
31   48 -17
125   211 -86
86   87 -1
43   33 10
309   69 240
104   83 21
5,231   5,243 -12
1,569   1,588 -19
175   183 -8
290   153 137
211   166 45
214   208 6
188   285 -97
107   104 3
311   153 158
100   81 19
100   81 19
198   162 36
168   251 -83
309   195 114
264   243 21
309   195 114
309   164 145
176   161 15
1,768   1,765 3
170   250 -80
168   151 17
485   482 3
693   207 486
1,375   796 579
1,393   640 753
1,266   137 1,129
543   225 318
533   324 209
355   100 255
136   41 95
137   125 12
3,303   3,645 -342
1,053   280 773
186   161 25
373   300 73
555   162 393
161   137 24
338   289 49
240   193 47
292   225 67
285   241 44
456   360 96
121   96 25
502   255 247
5,424   5,393 31
411   142 269
370   370  
334   233 101
370   370  
873   310 563
121   123 -2
404   320 84
104   18 86
236   150 86
590   563 27
204   160 44
212   36 176
769   474 295
427   216 211
512   294 218
136   41 95
1,335   607 728
45   21 24
386   423 -37
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
      390
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       1,528
b       -13
c        
d       13
e       -210
      -2
      535
      3
      72
      -16
      155
      105
      -70
      29
      104
      254
      -9
      190
      -18
      -18
      32
      100
      21
      49
      20
      29
      41
      8
      63
      8
      8
      135
      -3
      -1
      -124
      -2
      25
      9
      11
      -28
      284
      72
      5
      -15
      126
      123
      280
      121
       
      140
      3
      3
      10
      1
      -2
      25
      64
      10
      177
      157
      39
      106
      413
      181
      97
      -5
       
      10
      10
      52
      -20
      81
      12
      21
      16
      -6
      -18
      10
      -57
      127
      70
      306
      109
      -10
      -19
      17
      5
      3
      8
      59
      91
      259
      126
      -258
      96
      63
       
      4
      127
      2
      109
      8
      36
      2
      -129
      41
      10
      -3
      12
      266
      40
      175
      40
      104
      105
      23
      143
      98
      55
      6
      45
      533
      128
      -4
      566
      29
      -102
      -103
      1,847
      -50
      237
      170
      -26
      186
      107
      291
      128
      -22
      80
      14
      1,116
      345
      39
      39
      553
      127
      82
      167
      26
      60
      -29
      13
      -324
      109
      75
      4
      -22
      25
      101
      -185
      -26
      -14
      2
      -16
      43
      -121
      23
      363
      -67
      -547
      -738
      -333
      -8
      -91
      9
      206
      -641
      -26
      -609
      111
      158
      -8
      -184
      -60
      -22
      335
      -8
      -170
      471
      -260
      -19
      88
      -65
      333
      52
      -68
      -33
      -6
      -207
      235
      381
      -142
      -99
      1,527
      107
      -99
      342
      -191
      -548
      -170
      -147
      -1,259
      -120
      -126
      -197
      124
      -8
      -7
      323
      6,319
      467
      -1,520
      -18
      -242
      -6
      80
      -399
      4
      321
      2
      24
      30
      591
      621
      26
      -77
      -14
      -139
      60
      64
      197
       
      442
      40
      67
      107
      30
      3
      1
      141
      213
      -57
      188
      944
      -27
      391
      -22
      58
      9
      275
      3,866
      -92
      3
       
      -67
      -74
      19
      1,244
      5
      36
      -306
      92
      -246
      474
      128
      903
      5
      842
      13
      576
      5,303
      39
      -1,496
      67
      176
      -12
      26
      59
      -872
      128
      -37
      698
      1,293
      482
      301
      48
      270
      244
      220
      1,218
      1,559
      367
      256
      61
      24
      168
      37
      6
      -201
      157
      -40
      1,877
      -17
      -86
      -1
      10
      240
      21
      -12
      -19
      -8
      137
      45
      6
      -97
      3
      158
      19
      19
      36
      -83
      114
      21
      114
      145
      15
      3
      -80
      17
      3
      486
      579
      753
      1,129
      318
      209
      255
      95
      12
      -342
      773
      25
      73
      393
      24
      49
      47
      67
      44
      96
      25
      247
      31
      269
       
      101
       
      563
      -2
      84
      86
      86
      27
      44
      176
      295
      211
      218
      95
      728
      24
      -37
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 51,026
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................................ 1 730
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........................... 3 730
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- ..... 5 730
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 844
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.............. 7 844
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 114
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet114 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)
    bulletUT
    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 ofbulletARDEN TRUST COMPANY Telephone no.bullet (302) 246-5400

    Located atbullet2751 CENTERVILLE RD STE 400WILMINGTONDE ZIP+4bullet19808
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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
    ARDEN TRUST COMPANY TRUSTEE
    1
    4,882    
    2751 CENTERVILLE RD STE 400
    WILMINGTON,DE19808
    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
    936,977
    b
    Average of monthly cash balances.......................
    1b
    37,435
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    974,412
    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
    974,412
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,616
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    959,796
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    47,990
    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
    47,990
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    730
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    730
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    47,260
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    47,260
    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
    47,260
    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
    53,098
    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
    53,098
    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
    53,098
    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 47,260
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 11,378
    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$ 53,098
    a Applied to 2019, but not more than line 2a 11,378
    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..... 41,720
    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 ..........
    5,540
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    YALE UNIVERSITY ATTN GEORGE
    PO BOX 208214
    NEW HAVEN,CT065208214
    NONE PC GENERAL OPERATING 25,689
    SHRINERS HOSPITAL FOR CHILDREN
    12502 USF PINE DRIVE
    TAMPA,FL336313356
    NONE PC GENERAL OPERATING 25,689
    Total .................................bullet 3a 51,378
    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 20,448  
    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 51,026  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        1 40  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   71,514  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    71,514
    (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:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 500     500

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED AT COST 628,780 1,099,437

    TY 2020 OtherDecreasesSchedule
    Name:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Description Amount
    MUTUAL FUND TIMING ADJUSTMENT 324
    COST BASIS ADJUSTMENT 280
    DISALLOWED LOSS ON WASH SALES 483


    TY 2020 OtherExpensesSchedule
    Name:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 60 60   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 40 40  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 11,013 11,013    


    TY 2020 TaxesSchedule
    Name:
    SLOPANSKEY CHARITABLE FOUNDATION
    EIN:
    13-7298696
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 432 432   0
    FEDERAL TAX PAYMENT - PRIOR YE 356 0   0
    FEDERAL ESTIMATES - PRINCIPAL 844 0   0