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
THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX ONE TRUST TAX DEPT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS672015001
A Employer identification number

43-6914311
B Telephone number (see instructions)

(316) 383-1455
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$1,542,167
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 9,076 9,076  
4 Dividends and interest from securities... 21,114 21,114  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,231
b Gross sales price for all assets on line 6a 597,853
7 Capital gain net income (from Part IV, line 2)... 56,231
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)....... 518 518  
12 Total. Add lines 1 through 11........ 86,939 86,939  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,106 10,053   10,053
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)....... 1,182 591 0 591
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,390 1,390   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,680 4,680 0 4,680
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 155 155    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,513 16,869 0 15,324
25 Contributions, gifts, grants paid....... 55,400 55,400
26 Total expenses and disbursements. Add lines 24 and 25 82,913 16,869 0 70,724
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,026
b Net investment income (if negative, enter -0-) 70,070
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 38,430 40,418 40,418
3 Accounts receivable bullet323
Less: allowance for doubtful accounts bullet   685 323 323
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) 64,186 Click to see attachment29,620 31,006
b Investments—corporate stock (attach schedule)....... 796,785 Click to see attachment790,331 1,060,478
c Investments—corporate bonds (attach schedule)....... 349,753 Click to see attachment392,564 409,942
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) 1,249,839 1,253,256 1,542,167
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,249,839 1,253,256
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,249,839 1,253,256
30 Total liabilities and net assets/fund balances (see instructions). 1,249,839 1,253,256
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,249,839
2
Enter amount from Part I, line 27a .....................
2
4,026
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
224
4
Add lines 1, 2, and 3 ..........................
4
1,254,089
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
833
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,253,256
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 18. BRISTOL MYERS SQUIBB CO CONTNGNT VAL RT     2020-01-03
b 18. BRITISH AMERN TOB PLC SPONSORED ADR   2019-02-26 2020-01-03
c 20. CHEFS WHSE INC COM   2018-05-14 2020-01-03
d 48. DEUTSCHE POST AG SPONSORED ADR     2020-01-03
e 73. ENGIE SPONS ADR     2020-01-03
118. INDUSTRIA DE DISENO TEXTIL IND ADR   2018-09-07 2020-01-03
55. INTERPUBLIC GROUP COS. COM   2016-04-05 2020-01-03
9. MASTERCARD INC CL A   2016-09-28 2020-01-03
7. MONOLITHIC PWR SYS INC COM     2020-01-03
1. MONOLITHIC PWR SYS INC COM   2018-06-04 2020-01-03
8. MOOG INC CL A   2019-05-13 2020-01-03
148. NORDEA BK ABP SPONSORED ADS   2018-09-07 2020-01-03
7. ROLLINS INC COM   2018-09-27 2020-01-03
37. ROLLINS INC COM     2020-01-03
2.797 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38   2017-12-06 2020-01-03
20. WESTERN DIGITAL CORP COM     2020-01-03
14. NXP SEMICONDUCTORS N V COM     2020-01-03
12. ASGN INC COM   2019-11-25 2020-03-10
69. AXA SA SPONSORED ADR     2020-03-10
39. AXA SA SPONSORED ADR   2019-11-25 2020-03-10
19. CHEFS WHSE INC COM   2018-05-14 2020-03-10
34. ESSILOR LUXOTTICA     2020-03-10
24. ETSY INC COM   2018-09-27 2020-03-10
31. FORMFACTOR INC COM   2019-12-03 2020-03-10
59. HARSCO CORP COM     2020-03-10
5. HENRY JACK & ASSOC INC COM   2019-05-13 2020-03-10
15000. INTEL CORP SR NT 2.70% DTD 12/11/2012 DUE 12/15/2022   2019-04-25 2020-03-10
24. ONTO INNOVATION INC COM   2018-09-27 2020-03-10
54. OTSUKA HLDGS CO LTD ADR     2020-03-10
65. OTSUKA HLDGS CO LTD ADR     2020-03-10
171. REPSOL S.A. ADR   2018-12-03 2020-03-10
77. ROYAL DSM N V SPONSORED ADR     2020-03-10
47. ROYAL DSM N V SPONSORED ADR     2020-03-10
39. ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS     2020-03-10
11. ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS   2019-06-12 2020-03-10
28. RUTH'S HOSPITATLITY GROUP INC.   2019-03-22 2020-03-10
12. SKYWEST INC COM   2019-01-31 2020-03-10
15000. SMUCKER J M CO SR NT 3.50% DTD 10/18/2011 DUE 10/15/2021   2019-04-18 2020-03-10
12. TABULA RASA HEALTHCARE INC COM   2018-06-26 2020-03-10
27. UNITED CMNTY BKS BLAIRSVLE GA COM   2018-12-26 2020-03-10
10000. US TREASURY NOTE 2.125% DTD 12/31/2014 DUE 12/31/2021   2017-05-30 2020-03-10
27. YETI HLDGS INC COM   2019-06-12 2020-03-10
19. AMERICAN ELEC PWR INC COM   2016-04-05 2020-03-12
8. APPLE INC COM   2015-09-16 2020-03-12
151. BASF SE SPONSORED ADR     2020-03-12
33. BANK OF AMERICA CORPORATION COM   2016-04-05 2020-03-12
16. CITIGROUP INC COM NEW     2020-03-12
257.149 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I   2017-12-06 2020-03-12
10. HCA HEALTHCARE, INC.     2020-03-12
19. LINCOLN NATL CORP IND COM   2019-03-04 2020-03-12
13. MICROSOFT CORP COM     2020-03-12
4. MONDELEZ INTL INC COM   2019-04-11 2020-03-12
13. MONDELEZ INTL INC COM   2019-02-26 2020-03-12
11. PRUDENTIAL FINANCIAL INC COM   2016-04-05 2020-03-12
10.405 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38   2017-12-06 2020-03-12
12. SALESFORCE COM INC COM     2020-03-12
1. STERIS PLC SHS USD   2019-05-13 2020-03-12
6. STERIS PLC SHS USD   2018-06-04 2020-03-12
10000. FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.00% DTD 09/08/2016 DU   2017-06-01 2020-03-13
21. BOISE CASCADE CO DEL COM   2020-03-12 2020-03-16
11. MOOG INC CL A   2020-03-12 2020-03-16
7. THERMO FISHER CORP COM   2016-04-05 2020-03-16
40. BLACKSTONE MTG TR INC COM CL A     2020-03-18
23. BOOT BARN HLDGS INC COM   2018-12-26 2020-03-18
9. CABOT MICROELECTRONICS CORP COM   2018-12-26 2020-03-18
8. CHESAPEAKE UTILITIES CORP COM   2018-12-03 2020-03-18
15. CONMED CORP COM     2020-03-18
226. EQUINOR ASA SPONSORED ADR   2020-03-10 2020-03-18
7. FIVE BELOW INC COM   2020-03-10 2020-03-18
11. FIVE BELOW INC COM   2018-12-26 2020-03-18
91.206 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS I   2017-12-06 2020-03-18
9. ISHARES TR CORE MSCI EAFE ETF   2017-12-06 2020-03-18
19. PVH CORP COM     2020-03-18
2. PVH CORP COM   2018-09-07 2020-03-18
75. QUINSTREET INC COM   2018-12-26 2020-03-18
7. RESMED INC COM   2018-06-04 2020-03-18
2. RESMED INC COM   2019-06-12 2020-03-18
11. TEMPUR SEALY INTERNATIONAL INC.   2020-03-12 2020-03-18
3. ULTA BEAUTY, INC   2019-11-25 2020-03-18
15. ROYAL CARIBBEAN CRUISES LTD     2020-03-18
2571.43 AMGEN INC SR NT 3.875% DTD 11/10/2011 DUE 11/15/2021   2019-04-23 2020-03-22
11. ANI PHARMACEUTICALS INC COM     2020-03-30
16. ANI PHARMACEUTICALS INC COM   2020-03-12 2020-03-30
60. AIRBUS SE ADR   2017-12-06 2020-03-30
3. AIRBUS SE ADR   2019-11-27 2020-03-30
6. CHARLES RIV LABORATORIES INTL INC COM   2018-12-26 2020-03-30
17. CHEGG INC COM   2020-03-12 2020-03-30
29. FEDERAL SIGNAL CORP COM   2020-03-18 2020-03-30
6. FEDEX CORP COM     2020-03-30
9. INTEGER HLDGS CORP COM   2020-03-18 2020-03-30
74. ISHARES TR CORE MSCI EAFE ETF   2017-12-06 2020-03-30
28. LINCOLN NATL CORP IND COM   2020-03-16 2020-03-30
21. LINCOLN NATL CORP IND COM   2019-03-04 2020-03-30
960. LLOYDS TSB GROUP PLC-SP ADR     2020-03-30
319. LLOYDS TSB GROUP PLC-SP ADR   2020-03-16 2020-03-30
57. PROSUS N V SPONSORED ADR     2020-03-30
16.659 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38   2017-12-06 2020-03-30
11. WEX INC COM     2020-03-30
95. AERCAP HOLDINGS NV     2020-03-30
22. AERCAP HOLDINGS NV     2020-03-30
6. ASML HOLDING N V NYREGISTRY SHS     2020-03-30
250. ACS ACTIV DE CONSTRUC Y SERV ADR     2020-04-16
7. ABBOTT LABS COM 09/1998 .01   2019-12-03 2020-04-16
12. ABBOTT LABS COM 09/1998 .01     2020-04-16
1. BRITISH AMERN TOB PLC SPONSORED ADR   2020-03-30 2020-04-16
18. BRITISH AMERN TOB PLC SPONSORED ADR   2019-04-11 2020-04-16
36. CENTERSTATE BANK CORPORATION   2020-03-12 2020-04-16
29. CENTERSTATE BANK CORPORATION   2016-09-28 2020-04-16
22. COGNIZANT TECH SOLUTIONS CRP COM   2016-02-12 2020-04-16
94. DEVON ENERGY CORP (NEW) COM   2020-03-30 2020-04-16
27. DIODES INC COM     2020-04-16
128. ENGIE SPONS ADR     2020-04-16
51. ENGIE SPONS ADR   2020-03-16 2020-04-16
8. ETSY INC COM   2019-11-25 2020-04-16
6. ETSY INC COM   2018-09-27 2020-04-16
14. MASTEC INC COM   2019-05-13 2020-04-16
32. PROPETRO HLDG CORP COM   2019-05-13 2020-04-16
5. RBC BEARINGS INC COM   2018-12-26 2020-04-16
5. RBC BEARINGS INC COM   2019-11-25 2020-04-16
28. REXNORD CORP NEW COM   2020-03-30 2020-04-16
497. ROLLS ROYCE HOLDINGS PLC SPONSORED ADR     2020-04-16
24. STAG INDL INC COM   2018-09-07 2020-04-16
25. STAG INDL INC COM   2020-03-12 2020-04-16
6. SYNOPSYS INC COM   2019-05-13 2020-04-16
6. SYNOPSYS INC COM   2018-06-04 2020-04-16
7. SYNNEX CORP COM   2019-02-26 2020-04-16
37. WILLIAMS COS INC COM   2018-06-08 2020-04-16
20. GENPACT LIMITED   2019-05-13 2020-04-16
27. GENPACT LIMITED     2020-04-16
39. COHERUS BIOSCIENCES INC COM   2019-11-25 2020-04-21
4. EOG RES INC COM   2020-04-16 2020-04-21
12. EOG RES INC COM     2020-04-21
11. EMERGENT BIOSOLUTIONS INC COM     2020-04-21
7. HAEMONETICS CORP COM     2020-04-21
3. LAM RESH CORP COM     2020-04-21
120. NAVIENT CORP COM     2020-04-21
16. PHILIP MORRIS INTL INC COM     2020-04-21
37. TEXTRON INC COM     2020-04-21
7. EASTGROUP PPTY INC COM   2019-03-04 2020-04-24
21. MALIBU BOATS INC COM CL A   2020-03-30 2020-04-24
16. PVH CORP COM   2020-04-21 2020-04-24
32. RAYTHEON TECHNOLOGIES CORP COM   2016-04-05 2020-04-24
14.782 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38   2017-12-06 2020-04-24
6. NXP SEMICONDUCTORS N V COM   2019-03-22 2020-04-24
15. NXP SEMICONDUCTORS N V COM     2020-04-24
10. ALLERGAN PLC SHS     2020-05-08
19. BIOTELEMETRY INC COM     2020-05-11
23. BOISE CASCADE CO DEL COM   2020-04-21 2020-05-11
6. CABOT MICROELECTRONICS CORP COM   2020-04-24 2020-05-11
19. DTE ENERGY CO COM     2020-05-11
11. DUPONT DE NEMOURS INC COM   2016-04-05 2020-05-11
3. DUPONT DE NEMOURS INC COM   2020-03-12 2020-05-11
10. FIVE9 INC COM   2018-06-04 2020-05-11
11. HOULIHAN LOKEY INC CL A   2020-03-18 2020-05-11
18. LINCOLN NATL CORP IND COM   2020-04-16 2020-05-11
4. MONOLITHIC PWR SYS INC COM   2019-11-27 2020-05-11
169. OVINTIV INC COM   2020-04-21 2020-05-11
86. PROSUS N V SPONSORED ADR   2019-11-25 2020-05-11
14. RAPID7 INC COM     2020-05-11
.361 RAYTHEON TECHNOLOGIES CORP COM   2016-09-28 2020-05-11
18. RYDER SYSTEM INC COM     2020-05-11
26. ESSENT GROUP LTD COM   2020-04-24 2020-05-11
8. NXP SEMICONDUCTORS N V COM   2020-03-18 2020-05-11
.66 ABBVIE INC COM   2018-05-14 2020-06-19
33. AIA GROUP LTD SPONSORED ADR     2020-06-25
3. ALIGN TECHNOLOGY INC COM   2019-05-13 2020-06-25
1. ALIGN TECHNOLOGY INC COM   2020-03-12 2020-06-25
39. CAPGEMINI S E UNSPONSORED ADR   2019-11-25 2020-06-25
29. CITIZENS FINL GROUP INC COM   2016-04-05 2020-06-25
44. COHERUS BIOSCIENCES INC COM   2020-04-16 2020-06-25
25. DEUTSCHE POST AG SPONSORED ADR     2020-06-25
8. ETSY INC COM   2019-11-25 2020-06-25
70. HSBC HLDGS PLC SPONSORED ADR NEW     2020-06-25
26. HSBC HLDGS PLC SPONSORED ADR NEW   2020-05-11 2020-06-25
262. JAPAN AIRLS LTD ADR     2020-06-25
81. JULIUS BAER GROUP LTD ADR   2017-12-06 2020-06-25
5. MASTERCARD INC CL A   2020-03-10 2020-06-25
3. MASTERCARD INC CL A   2016-09-28 2020-06-25
81. OUTFRONT MEDIA INC COM     2020-06-25
13. QUALYS INC COM     2020-06-25
48.271 T ROWE PRICE INTERNATIONAL DISCOVERY FUND #38   2017-12-06 2020-06-25
5. SANDERSON FARMS INC COM   2020-03-30 2020-06-25
11. TRINET GROUP INC COM   2019-01-31 2020-06-25
1. TRINET GROUP INC COM   2020-03-12 2020-06-25
17. HORIZON THERAPEUTICS PUB LTD SHS   2019-06-12 2020-06-25
6. ALEXION PHARMACEUTICALS INC COM   2018-12-26 2020-07-22
9. AMERICAN TOWER CORPORATION     2020-07-22
24. APPLE INC COM     2020-07-22
6. AVERY DENNISON CORP COM   2020-03-16 2020-07-22
6. AVERY DENNISON CORP COM   2019-05-13 2020-07-22
72. BANK OF AMERICA CORPORATION COM     2020-07-22
11. BERKSHIRE HATHAWAY INC DEL CL B NEW   2016-04-05 2020-07-22
36. BRITISH AMERN TOB PLC SPONSORED ADR     2020-07-22
36. CARNIVAL CORP PAIRED CTF   2016-04-05 2020-07-22
18. CHEVRONTEXACO CORP COM     2020-07-22
1. CHIPOTLE MEXICAN GRILL INC CL A   2018-12-26 2020-07-22
46. COMCAST CORP CL A   2016-02-22 2020-07-22
124. COMPAGNIE DE ST GOBAIN UNSPONSORD ADR   2020-01-03 2020-07-22
48. DEUTSCHE BOERSE ADR   2018-06-04 2020-07-22
51. DISCOVER FINL SVCS COM     2020-07-22
14. DUPONT DE NEMOURS INC COM   2020-03-12 2020-07-22
22. EOG RES INC COM   2020-04-16 2020-07-22
11. EMERGENT BIOSOLUTIONS INC COM     2020-07-22
75. ENEL SOCIETA PER AZIONI UNSPONSORD ADR   2020-04-16 2020-07-22
11. FEDEX CORP COM     2020-07-22
39. FOX CORP CL B COM     2020-07-22
6. HCA HEALTHCARE, INC.   2018-06-26 2020-07-22
6. HCA HEALTHCARE, INC.   2020-03-16 2020-07-22
100. HP INC COM     2020-07-22
6. HOME DEPOT INC COM     2020-07-22
23. KBC GROUP NV ADR   2020-03-10 2020-07-22
9. LAM RESH CORP COM     2020-07-22
8. LAUDER ESTEE COS INC CL A   2016-04-05 2020-07-22
33. LINCOLN NATL CORP IND COM   2020-04-16 2020-07-22
14. MALIBU BOATS INC COM CL A   2020-06-25 2020-07-22
40. MARATHON PETE CORP COM     2020-07-22
12. MICROSOFT CORP COM     2020-07-22
13. NEXTERA ENERGY INC COM     2020-07-22
3. NEXTERA ENERGY INC COM   2019-12-03 2020-07-22
20. ORACLE SYSTEMS   2016-04-05 2020-07-22
14. PIONEER NAT RES CO COM     2020-07-22
12. PROLOGIS INC COM   2015-08-11 2020-07-22
30. PRUDENTIAL FINANCIAL INC COM     2020-07-22
54. QUANTA SVCS INC COM   2019-01-09 2020-07-22
23. RWE AG SPONSORED ADR   2019-11-25 2020-07-22
23. RYDER SYSTEM INC COM   2020-04-24 2020-07-22
11. RYDER SYSTEM INC COM   2019-04-11 2020-07-22
11. SAP SE ADR     2020-07-22
2. SIMON PPTY GROUP INC NEW COM   2019-01-09 2020-07-22
15. SIMON PPTY GROUP INC NEW COM     2020-07-22
13. STARBUCKS CORP COM   2016-09-28 2020-07-22
84. SYNCHRONY FINL COM     2020-07-22
47. TEXTRON INC COM   2020-06-25 2020-07-22
5. UNIVERSAL HEALTH SVCS INC CL B   2019-12-03 2020-07-22
5. UNIVERSAL HEALTH SVCS INC CL B   2019-04-11 2020-07-22
6. VISA INC COM CL A   2015-03-10 2020-07-22
20. WALGREENS BOOTS ALLIANCE INC COM     2020-07-22
37. WELLS FARGO & CO (NEW) COM     2020-07-22
29. WESTERN DIGITAL CORP COM     2020-07-22
12. WESTERN DIGITAL CORP COM   2019-01-28 2020-07-22
10. XYLEM INC COM   2019-11-25 2020-07-22
14. XYLEM INC COM     2020-07-22
14. ACCENTURE PLC CLASS A ORDINARY SHARES   2016-04-01 2020-07-22
5. JAZZ PHARMACEUTICALS PLC   2018-09-07 2020-07-22
12. JAZZ PHARMACEUTICALS PLC     2020-07-22
41. NIELSEN HLDGS PLC SHS EUR   2016-04-01 2020-07-22
18. ROYAL CARIBBEAN CRUISES LTD   2020-04-24 2020-07-22
10000. AT&T INC SR NT 3.60% DTD 02/09/2016 DUE 02/17/2023   2017-12-15 2020-08-05
15000. QUALCOMM INC SR NT 3.00% DTD 05/20/2015 DUE 05/20/2022     2020-08-14
2. AMAZON.COM INC COM   2014-05-08 2020-08-19
11. APPLIED MATERIALS COM   2019-12-03 2020-08-19
3. CIGNA CORP NEW COM   2020-03-16 2020-08-19
4. CIGNA CORP NEW COM   2019-03-22 2020-08-19
1. CHARLES RIV LABORATORIES INTL INC COM   2020-04-24 2020-08-19
5. CHARLES RIV LABORATORIES INTL INC COM   2019-03-04 2020-08-19
18. CUBIC CORP COM   2020-05-11 2020-08-19
12. DBS GROUP HLDGS LTD SPONSORED ADR   2017-12-06 2020-08-19
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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 56   38 18
b 785   680 105
c 763   551 212
d 1,803   1,909 -106
e 1,193   1,214 -21
2,083   1,729 354
1,245   1,257 -12
2,714   913 1,801
1,245   930 315
178   135 43
708   703 5
1,212   1,596 -384
231   277 -46
1,222   1,363 -141
191   198 -7
1,296   822 474
1,787   1,133 654
485   793 -308
1,392   1,873 -481
787   1,076 -289
426   523 -97
2,072   2,146 -74
1,349   1,249 100
641   697 -56
462   1,423 -961
774   665 109
15,483   15,035 448
682   729 -47
944   1,143 -199
1,136   1,373 -237
1,596   2,975 -1,379
2,172   1,887 285
1,326   1,468 -142
1,396   2,677 -1,281
394   700 -306
399   703 -304
443   611 -168
15,457   15,131 326
570   784 -214
535   570 -35
10,279   10,064 215
661   707 -46
1,549   1,249 300
2,046   927 1,119
1,723   3,146 -1,423
694   439 255
713   777 -64
6,537   6,881 -344
1,044   799 245
457   1,186 -729
1,894   622 1,272
198   199 -1
645   616 29
522   787 -265
550   737 -187
1,751   876 875
134   125 9
802   630 172
9,884   9,655 229
506   527 -21
517   543 -26
1,985   992 993
532   1,094 -562
218   378 -160
789   788 1
712   692 20
648   1,390 -742
1,953   2,637 -684
348   650 -302
547   1,048 -501
2,271   2,441 -170
387   586 -199
576   1,234 -658
61   266 -205
456   1,198 -742
1,077   735 342
308   238 70
278   604 -326
392   691 -299
306   1,470 -1,164
2,571   2,610 -39
437   744 -307
636   536 100
1,003   1,574 -571
50   111 -61
761   643 118
633   630 3
789   748 41
738   861 -123
552   577 -25
3,674   4,820 -1,146
752   636 116
564   1,311 -747
1,481   2,990 -1,509
492   545 -53
776   866 -90
901   1,180 -279
1,179   1,678 -499
2,221   2,191 30
514   909 -395
1,594   1,608 -14
1,037   1,872 -835
671   591 80
1,150   834 316
37   33 4
667   722 -55
516   576 -60
415   520 -105
1,120   1,184 -64
773   568 205
1,194   1,230 -36
1,276   1,935 -659
509   561 -52
472   341 131
354   312 42
459   670 -211
90   666 -576
582   657 -75
582   829 -247
662   631 31
1,869   4,159 -2,290
613   678 -65
639   542 97
899   699 200
899   539 360
521   708 -187
613   953 -340
587   707 -120
793   797 -4
638   753 -115
159   149 10
478   1,188 -710
741   689 52
752   727 25
743   268 475
781   1,645 -864
1,150   1,183 -33
956   1,261 -305
725   742 -17
599   601 -2
657   629 28
2,009   1,728 281
878   1,047 -169
561   549 12
1,403   1,414 -11
1,932   2,064 -132
873   848 25
681   619 62
795   668 127
1,890   2,382 -492
509   830 -321
139   101 38
1,065   369 696
696   520 176
646   499 147
843   652 191
978   646 332
1,429   1,217 212
705   696 9
21   22 -1
621   1,224 -603
740   640 100
825   498 327
63   70 -7
1,267   1,087 180
764   928 -164
255   185 70
894   938 -44
716   610 106
770   656 114
887   903 -16
808   341 467
1,668   3,340 -1,672
619   663 -44
2,382   3,384 -1,002
668   929 -261
1,477   1,343 134
886   304 582
1,145   1,345 -200
1,326   1,190 136
3,397   3,419 -22
574   598 -24
629   503 126
57   47 10
964   402 562
634   582 52
2,334   934 1,400
9,300   2,526 6,774
730   595 135
730   621 109
1,725   991 734
2,100   1,565 535
1,242   1,277 -35
543   1,861 -1,318
1,624   1,662 -38
1,172   401 771
1,956   1,339 617
963   1,011 -48
935   657 278
2,553   2,701 -148
759   474 285
1,106   821 285
1,031   650 381
702   509 193
1,809   1,205 604
996   1,486 -490
726   633 93
726   543 183
1,764   1,556 208
1,587   603 984
714   723 -9
3,239   1,355 1,884
1,556   763 793
1,227   915 312
833   688 145
1,522   1,832 -310
2,517   623 1,894
3,641   2,011 1,630
840   697 143
1,118   814 304
1,437   2,504 -1,067
1,165   494 671
1,945   2,372 -427
2,211   1,728 483
894   683 211
996   641 355
476   718 -242
1,803   1,222 581
123   346 -223
924   2,211 -1,287
997   701 296
1,904   2,515 -611
1,612   1,525 87
527   702 -175
527   663 -136
1,181   400 781
809   1,405 -596
961   2,091 -1,130
1,262   1,320 -58
522   520 2
745   768 -23
1,043   945 98
3,131   1,629 1,502
552   838 -286
1,325   1,497 -172
616   2,194 -1,578
935   650 285
10,799   10,136 663
15,706   15,160 546
6,618   583 6,035
728   611 117
546   468 78
728   667 61
217   135 82
1,085   706 379
836   665 171
728   865 -137
733   634 99
2,810   3,135 -325
40   50 -10
3,079   2,918 161
799   718 81
728   206 522
718   721 -3
2,425   2,604 -179
816   671 145
882   640 242
882   752 130
2,092   2,215 -123
814   717 97
786   717 69
1,483   384 1,099
835   447 388
721   444 277
980   325 655
3,065   3,285 -220
793   789 4
2,740   2,068 672
1,055   833 222
1,454   1,298 156
277   394 -117
2,822   2,170 652
176   178 -2
5,444   4,832 612
1,241   407 834
2,049   1,986 63
2,691   2,307 384
954   1,032 -78
1,053   763 290
14,865   14,840 25
1,112   1,216 -104
2,189   1,101 1,088
137   111 26
2,750   2,366 384
2,321   2,710 -389
1,829   1,295 534
996   563 433
2,676   2,706 -30
3,124   1,643 1,481
467   591 -124
2,131   1,648 483
3,658   1,436 2,222
3,578   2,843 735
2,215   1,261 954
1,950   441 1,509
2,438   2,547 -109
822   720 102
1,737   1,185 552
1,182   331 851
2,605   2,388 217
2,102   1,781 321
1,108   543 565
1,603   1,245 358
1,603   1,327 276
796   565 231
761   753 8
737   442 295
719   721 -2
771   539 232
3,305   2,076 1,229
1,464   1,458 6
2,466   1,807 659
2,306   2,278 28
646   729 -83
510   679 -169
2,225   2,044 181
433   296 137
2,887   1,654 1,233
1,078   407 671
2,751   2,799 -48
809   720 89
734   849 -115
938   441 497
3,596   2,613 983
1,685   346 1,339
3,735   2,776 959
632   676 -44
1,057   258 799
4,558   4,287 271
1,227   933 294
1,600   1,296 304
2,681   2,541 140
946   637 309
1,295   1,128 167
2,052   1,566 486
8,488   8,077 411
919   578 341
1,086   529 557
2,522   2,319 203
3,346   2,515 831
2,938   2,500 438
955   1,245 -290
3,000   2,357 643
3,282   2,265 1,017
1,553   664 889
2,433   1,381 1,052
1,367   1,104 263
919   543 376
2,358   2,430 -72
2,494   2,080 414
872   263 609
147   103 44
832   712 120
3,063   2,372 691
1,042   757 285
1,225   734 491
3,367   2,108 1,259
2,825   2,020 805
2,231   2,000 231
1,370   1,377 -7
938   342 596
2,396   2,583 -187
865   853 12
1,495   1,269 226
2,602   2,278 324
851   699 152
1,418   425 993
1,722   2,023 -301
262   150 112
656   680 -24
1,919   1,365 554
859   692 167
1,513   700 813
734   672 62
1,050   603 447
1,847   1,104 743
713   712 1
12,819   12,532 287
11   11  
1,120   724 396
896   640 256
9     9
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
      1,187
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       18
b       105
c       212
d       -106
e       -21
      354
      -12
      1,801
      315
      43
      5
      -384
      -46
      -141
      -7
      474
      654
      -308
      -481
      -289
      -97
      -74
      100
      -56
      -961
      109
      448
      -47
      -199
      -237
      -1,379
      285
      -142
      -1,281
      -306
      -304
      -168
      326
      -214
      -35
      215
      -46
      300
      1,119
      -1,423
      255
      -64
      -344
      245
      -729
      1,272
      -1
      29
      -265
      -187
      875
      9
      172
      229
      -21
      -26
      993
      -562
      -160
      1
      20
      -742
      -684
      -302
      -501
      -170
      -199
      -658
      -205
      -742
      342
      70
      -326
      -299
      -1,164
      -39
      -307
      100
      -571
      -61
      118
      3
      41
      -123
      -25
      -1,146
      116
      -747
      -1,509
      -53
      -90
      -279
      -499
      30
      -395
      -14
      -835
      80
      316
      4
      -55
      -60
      -105
      -64
      205
      -36
      -659
      -52
      131
      42
      -211
      -576
      -75
      -247
      31
      -2,290
      -65
      97
      200
      360
      -187
      -340
      -120
      -4
      -115
      10
      -710
      52
      25
      475
      -864
      -33
      -305
      -17
      -2
      28
      281
      -169
      12
      -11
      -132
      25
      62
      127
      -492
      -321
      38
      696
      176
      147
      191
      332
      212
      9
      -1
      -603
      100
      327
      -7
      180
      -164
      70
      -44
      106
      114
      -16
      467
      -1,672
      -44
      -1,002
      -261
      134
      582
      -200
      136
      -22
      -24
      126
      10
      562
      52
      1,400
      6,774
      135
      109
      734
      535
      -35
      -1,318
      -38
      771
      617
      -48
      278
      -148
      285
      285
      381
      193
      604
      -490
      93
      183
      208
      984
      -9
      1,884
      793
      312
      145
      -310
      1,894
      1,630
      143
      304
      -1,067
      671
      -427
      483
      211
      355
      -242
      581
      -223
      -1,287
      296
      -611
      87
      -175
      -136
      781
      -596
      -1,130
      -58
      2
      -23
      98
      1,502
      -286
      -172
      -1,578
      285
      663
      546
      6,035
      117
      78
      61
      82
      379
      171
      -137
      99
      -325
      -10
      161
      81
      522
      -3
      -179
      145
      242
      130
      -123
      97
      69
      1,099
      388
      277
      655
      -220
      4
      672
      222
      156
      -117
      652
      -2
      612
      834
      63
      384
      -78
      290
      25
      -104
      1,088
      26
      384
      -389
      534
      433
      -30
      1,481
      -124
      483
      2,222
      735
      954
      1,509
      -109
      102
      552
      851
      217
      321
      565
      358
      276
      231
      8
      295
      -2
      232
      1,229
      6
      659
      28
      -83
      -169
      181
      137
      1,233
      671
      -48
      89
      -115
      497
      983
      1,339
      959
      -44
      799
      271
      294
      304
      140
      309
      167
      486
      411
      341
      557
      203
      831
      438
      -290
      643
      1,017
      889
      1,052
      263
      376
      -72
      414
      609
      44
      120
      691
      285
      491
      1,259
      805
      231
      -7
      596
      -187
      12
      226
      324
      152
      993
      -301
      112
      -24
      554
      167
      813
      62
      447
      743
      1
      287
       
      396
      256
      9
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 56,231
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................................ 1 974
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........................... 3 974
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- ..... 5 974
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,080
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 1,080
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 10 106
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet106 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)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletCHERYL DANIELS, TRUST TAX OFFICER Telephone no.bullet (316) 383-1455

    Located atbulletTRUST TAX DEPT P O BOX ONEWICHITAKS ZIP+4bullet67201
    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
    INTRUST Bank TRUSTEE
    1
    20,106    
    P O BOX ONE
    WICHITA,KS67201
    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
    1,365,835
    b
    Average of monthly cash balances.......................
    1b
    39,443
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,405,278
    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
    1,405,278
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,079
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,384,199
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    69,210
    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
    69,210
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    974
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    974
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,236
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,236
    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
    68,236
    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
    70,724
    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
    70,724
    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
    70,724
    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 68,236
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 54,842
    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$ 70,724
    a Applied to 2019, but not more than line 2a 54,842
    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..... 15,882
    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 ..........
    52,354
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    INTRUST BANK NA
    P O BOX ONE
    WICHITA,KS67201
    (316) 383-1455
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NO DEADLINE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TO PROVIDE FOR LESS FORTUNATE PEOPLE, WITH PARTICULAR EMPHASIS ON WOMEN IN CRISIS, AIDS RESEARCH & ORGANIZATIONS THAT PROVIDE FOOD,
    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
    WICHITA WOMEN'S INITIATIVE
    NETWORK INC
    510 E THIRD STREET
    WICHITA,KS67202
    NONE PUBLIC PROGRAMS TO ENHANCE 2,500
    UNION RESCUE MISSION
    2800 N HILLSIDE
    WICHITA,KS67219
    NONE PUBLIC PURCHASE OF INFANT FORMULA 10,000
    CATHOLIC CHARITIES
    437 N TOPEKA
    WICHITA,KS67202
    NONE PUBLIC DAILY BREAD FOOD PANTRY 9,500
    WICHITA AREA SEXUAL
    ASSUALT CENTER
    355 N WACO
    WICHITA,KS67202
    NONE PUBLIC SERVICES FOR SURVIVORS AND 4,400
    BREAD OF LIFE
    1301 GALENA
    WICHITA,KS67216
    NONE PUBLIC PURCHASE CANNED GOODS FOR 3,000
    KANSAS SOCIETY FOR CHILDREN
    100 N MAIN ST SUITE 1002
    WICHITA,KS67202
    NONE PUBLIC MEDICAL EQUIPMENT FOR 5,000
    CAIRN HEALTH INC
    1530 S OLIVER SUITE 130
    WICHITA,KS672183240
    NONE PUBLIC ASSIST WOMEN IN CRISIS WITH 3,000
    CHILDREN FIRSTCEO KANSAS INC
    PO BOX 2385
    WICHITA,KS67201
    NONE PUBLIC GRANT 3,000
    RAISE MY HEAD FOUNDATION
    PO BOX 242
    ANDOVER,KS67002
    NONE PUBLIC RESTORATIVE RESIDENTIAL 5,000
    FIRST METROPOLITAN COMMUNITY CHURCH
    156 S KANSAS ST
    Wichita,KS67211
    NONE PUBLIC FOOD PANTRY SUPPORT 10,000
    Total .................................bullet 3a 55,400
    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 ...........
        14 9,076  
    4 Dividends and interest from securities....     14 21,114  
    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 56,231  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 518  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   86,939  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    86,939
    (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:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & ACCOUNTING FEES (ALLOC 1,182 591   591

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORP & GOVT DAILY ACCRUALS 66,694 70,722
    CORPORATE INDUSTRIAL BONDS 230,982 239,516
    CORPORATE UTILITIES BONDS 25,939 27,271
    CORPORATE FOREIGN BONDS 11,819 11,845
    OTHER BONDS 57,130 60,588

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK - MATERIALS 24,263 26,206
    COMMON STOCK - INDUSTRIALS 63,004 81,588
    COMMON STOCK - COMMUNICATION 50,042 76,904
    COMMON STOCK - CONSUMER DISCRE 55,669 89,542
    COMMON STOCK - CONSUMER STAPLE 43,607 53,073
    COMMON STOCK - ENERGY 20,800 15,827
    COMMON STOCK - FINANCIAL 72,644 91,728
    COMMON STOCK - HEALTHCARE 101,894 131,450
    COMMON STOCK - TECHNOLOGY 111,902 208,973
    COMMON STOCK - REAL ESTATE 15,920 20,051
    COMMON STOCK - UTILITIES 18,916 20,294
    INTERNATIONAL EQUITY FUNDS 74,563 93,870
    EQUITY EXCHANGE TRADED FUNDS 121,690 135,555
    PREFERRED STOCK 15,417 15,417

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    US Government Securities - End of Year Book Value:

    29,620
    US Government Securities - End of Year Fair Market Value:

    31,006
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 OtherDecreasesSchedule
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Description Amount
    YEAR END BALANCE ADJUSTMENT 833


    TY 2020 OtherExpensesSchedule
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 3 3   0
    OTHER EXPENSE (NON-DEDUCTIBLE 152 152   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 518 518  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Description Amount
    NONDIVIDEND DISTRIBUTION 224


    TY 2020 TaxesSchedule
    Name:
    THE JESSICA GOOD EVANS CHARITABLE FOUNDATION
    EIN:
    43-6914311
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 441 441   0
    FEDERAL ESTIMATES - PRINCIPAL 540 540   0
    FOREIGN TAXES ON QUALIFIED FOR 396 396   0
    FOREIGN TAXES ON NONQUALIFIED 13 13   0