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
Elizabeth Raymond Ambler Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 7266
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilton, CT068977266
A Employer identification number

06-6473263
B Telephone number (see instructions)

(203) 665-8834
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$7,603,860J 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 3,768 3,768  
4 Dividends and interest from securities... 59,852 59,852  
5a Gross rents............ 135,323 135,323  
b Net rental income or (loss) 135,323
6a Net gain or (loss) from sale of assets not on line 10 132,257
b Gross sales price for all assets on line 6a 629,861
7 Capital gain net income (from Part IV, line 2)... 132,257
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 331,200 331,200  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 162,000 81,000   81,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,028 4,521   1,507
c Other professional fees (attach schedule).... Click to see attachment 36,213 27,689   8,524
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,625 1,504   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,400 6,480   7,920
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,051 2,115   4,936
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 235,317 123,309   103,887
25 Contributions, gifts, grants paid....... 462,831 462,831
26 Total expenses and disbursements. Add lines 24 and 25 698,148 123,309   566,718
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -366,948
b Net investment income (if negative, enter -0-) 207,891
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 208,517 60,084 60,084
2 Savings and temporary cash investments......... 154,271 292,465 292,465
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,103 4,500 4,500
10a Investments—U.S. and state government obligations (attach schedule) 98,451 0 0
b Investments—corporate stock (attach schedule)....... 3,713,482 Click to see attachment3,459,827 4,540,350
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,770,000
Less: accumulated depreciation (attach schedule) bullet   1,770,000 Click to see attachment1,770,000 2,706,461
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet7,344
Less: accumulated depreciation (attach schedule) bullet7,344      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,953,824 5,586,876 7,603,860
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,675,503 7,675,503
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -1,721,679 -2,088,627
29 Total net assets or fund balances (see instructions)..... 5,953,824 5,586,876
30 Total liabilities and net assets/fund balances (see instructions). 5,953,824 5,586,876
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
5,953,824
2
Enter amount from Part I, line 27a .....................
2
-366,948
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,586,876
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,586,876
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 Davenport & Co LLC #5512-6048 P    
b Davenport & Co LLC #5512-6048 P    
c Davenport & Co LLC #8206-8959 P    
d Davenport & Co LLC #8206-8959 P    
e Davenport & Co LLC #8206-8959 P    
Capital Gains 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 13,533   19,642 -6,109
b 73,965   82,689 -8,724
c 68,108   61,977 6,131
d 220,000   220,000 0
e 131,892   113,296 18,596
122,363     122,363
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       -6,109
b       -8,724
c       6,131
d       0
e       18,596
      122,363
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 2 132,257
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 2,890
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 2,890
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 2,890
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
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 1,103
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,103 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    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 addressbulletwww.amblertrust.org
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (203) 665-8834

    Located atbulletPO Box 7266WiltonCT ZIP+4bullet068977266
    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
    Reverend William L Sachs Trustee
    10.00     		54,000 0 0
    509 St Christophers Road
    Richmond,VA23226
    Dr David F Clune Trustee
    10.00     		54,000 0 0
    50 Middlebrook Farm Road
    Wilton,CT06897
    David K Clune Trustee
    10.00     		54,000 0 0
    87 Ridgefield Road
    Wilton,CT06897
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,199,631
    b
    Average of monthly cash balances.......................
    1b
    349,066
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,706,461
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,255,158
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    50,000
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,255,158
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,827
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,146,331
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    357,317
    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
    357,317
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,890
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,890
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    354,427
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    354,427
    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
    354,427
    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
    566,718
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    566,718
    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
    566,718
    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 7 354,427
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 131,506
    b From 2016...... 110,501
    c From 2017...... 67,120
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 309,127
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 566,718
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 354,427
    e Remaining amount distributed out of corpus 212,291
    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 5 521,418
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		131,506
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		389,912
    10 Analysis of line 9:
    a Excess from 2016.... 110,501
    b Excess from 2017.... 67,120
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 212,291
    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:
    Elizabeth Raymond Ambler Trust
    PO Box 7266
    Wilton,CT06897
    (203) 761-1150
    bThe form in which applications should be submitted and information and materials they should include:
    Must submit scholarship application form with required attachments including the Free Application for Federal Student Aid(FAFSA) and a copy of parent/guardian Federal Income tax return. For scholarship renewals must submit a letter requesting continuation of scholarship, a copy of final grades, FAFSA, tax returns and any information on additional scholarships or awards.Please check www.amblertrust.org for the most up to date scholarship and grant applicaiton information.
    cAny submission deadlines:
    April 30 for new scholarship applications and May 31 for renewal applications.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Individual scholarships range from $1,000 to $10,000. Preferences are to be afforded to students residing in the Town of Wilton first and surrounding towns second.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Elizabeth Raymond Ambler Trust
    PO Box 7266
    Wilton,CT06897
    (203) 761-1150
    bThe form in which applications should be submitted and information and materials they should include:
    Must submit non-scholarship grant application with specific project information,organizational information, financial statements and proof of tax exempt status.Please check www.amblertrust.org for the most up to date scholarship and grant applicaiton information.
    cAny submission deadlines:
    March 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Municipal, religious, charitable, benevolent or educational organizations or corporations as determined by the trustees.
    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
    CT Assoc for Human Services Inc
    110 Bartholomew Avenue
    Hartford,CT06105     		  Non-profit Family Economic Success in Lower Fairfield County 5,000
    Wilton Youth Council
    PO Box 172
    Wilton,CT06897     		  Non-profit Peer Connection 8,000
    Danbury Music Center
    256 Main Street
    Danbury,CT06810     		  Non-profit Rythym Kids Afterschool Program 2,300
    Center for Interfaith Reconciliation
    6000 Grove Avenue
    Richmond,VA23226     		  Non-profit Funding Speakers 8,000
    Virginia Theological Seminary
    3737 Seminary Road
    Alexandria,VA22304     		  Non-profit Second three years program for recent seminary graduates 7,500
    Adriana Deonaire
    203 Lexington Avenue
    Brooklyn,NY11216     		None N/A Scholarship - George Washington University 7,000
    Wilton Historical Society
    224 Danbury Road
    Wilton,CT06897     		  Non-profit Re-roofing of Davenport Barn & Hurlbutt Street Store 9,500
    Global Aids Interfaith Alliance
    2171 Francisco Blvd East
    San Rafael,CA94901     		  Non-profit Orphan Care and Education Project 5,000
    Lia Tavarez
    6 Godfrey Place
    Wilton,CT06897     		None N/A Scholarship - Franklin Marshall College 2,500
    Erika Folger
    208 Flax Hill Road Apt 27
    Norwalk,CT06854     		None N/A Scholarship - Vassar College 3,000
    Sean Walters
    347 Oaklawn Avenue
    Stamford,CT06905     		None N/A Scholarship - University of CT 6,000
    Krantz Medeus
    300 Tresser Blvd Apt 116
    Stamford,CT06901     		None N/A Scholarship - Keene State College 6,000
    Ruth Louis
    290 Federal Street
    Bridgeport,CT06606     		None N/A Scholarship - Southern CT State University 3,000
    Joel Darkwah
    1892 Morris Avenue Apt 15
    Bronx,NY10483     		None N/A Scholarship - Binghamton University 6,000
    Peter Delfus
    8400 Shore Front Pkwy Apt 5D
    Rockaway Beach,NY11693     		None N/A Scholarship - Providence College 7,000
    Domestic Violence Crisis Center
    777 Summer Street
    Stamford,CT06901     		  Non-profit Family Justice Project-for victims and survivors of intimate partner violence 7,500
    Norwalk Symphony Society
    25 Van Zant Street
    Norwalk,CT06855     		  Non-profit (Not) Just for Kids - programs for 3-10 year olds 2,000
    The Center for Family Justice
    753 Fairfield Avenue
    Bridgeport,CT06604     		  Non-profit Camp HOPE CT - Children who have been victims or witnesses to domestic violence 5,000
    Family ReEntry Inc
    75 Washington Avenue
    Bridgeport,CT06604     		  Non-profit Family ReEntry-Connect Youth Mentoring Program 5,000
    Family & Childrens Agency
    9 Mott Avenue
    Norwalk,CT06851     		  Non-profit At Risk Youth 5,000
    Harbor Watch
    10 Woodside Lane
    Westport,CT06880     		  Non-profit Inspiring Environmental Stewardship through Water Quality Research 7,500
    Higher Edge
    35 Redden Avenue
    New London,CT06320     		  Non-profit Advancing College Access and Success-Low income college bound studens in New London & Tolland Counties 7,500
    Grassroots Tennis & Education
    11 Ingalls Avenue
    Norwalk,CT06854     		  Non-profit Strengthening and Expanding Educational Support 3,000
    Neighborhood Studios of Fairfield County
    391 East Washington Avenue
    Bridgeport,CT06608     		  Non-profit Camp Hart - Children with special needs 2,000
    Jerusalem Peacebuilders
    3300 Chimney Rock Road
    Houston,TX77056     		  Non-profit United We Serve: Interfaith Service Learning Institute 5,000
    Person to Person
    1864 Post Road
    Darien,CT06820     		  Non-profit Building Stability Through Food and Financial Assistance - low income families in lower Fairfield County 15,000
    The Rowan Center
    111 Summer Street
    Stamford,CT06901     		  Non-profit Wilton Public Schools Sexual Violence Prevention Education 2,500
    Wilton Candlelight Concerts
    PO Box 3
    Wilton,CT06897     		  Non-profit Revenue Support - Music Lovers of Fairfield County 5,000
    Pacific House
    137 Henry Street
    Stamford,CT06902     		  Non-profit Transitioning Homeless Young Adults from Sheltors to Stable Housing 4,000
    Emmanuel Bazile
    114 Griggs Avenue
    Teaneck,NJ07666     		None N/A Scholarship - University of Rhode Island 20,000
    Anaelle Benjamin
    261 Ely Avenue Bldg 15 Apt 3
    Norwalk,CT06854     		None N/A Scholarship - University of CT 4,000
    Alejandra Garcia
    649 Ellsworth Street
    Bridgeport,CT06605     		None N/A Scholarship - University of CT 15,000
    Yanny Garcia
    4 Union Street Unit 414
    Lawrence,MA01840     		None N/A Scholarship - University of New Haven 10,000
    Bianca Juca
    33-25 103rd Street
    Cornoa,NY11368     		None N/A Scholarship - Stonybrook University 15,000
    Michael Macari
    9 Ledgewood Court
    Norwalk,CT06810     		None N/A Scholarship - University of Tampa 15,000
    Carla Romeus
    38 Morton Street
    Norwalk,CT06854     		None N/A Scholarship - Pace University 10,000
    Keegan Simonsen
    19 Arbor Drive
    Southport,CT06890     		None N/A Scholarship - George Washington University 10,000
    Amy Traore
    5 Rockland Road Apt B3
    Norwalk,CT06854     		None N/A Scholarship - University of CT 1,500
    Alex Villanueva
    3484 Fort Independence
    Bronx,NY10463     		None N/A Scholarship - Manhattan College 10,000
    Megan McNamara
    395 Danbury Road
    Wilton,CT06897     		None N/A Hurd Scholarship 500
    Maud Seymour
    395 Danbury Road
    Wilton,CT06897     		None N/A Hurd Scholarship 500
    Lara Burke
    395 Danbury Road
    Wilton,CT06897     		None N/A Rhodes Scholarship 750
    James Curto
    395 Danbury Road
    Wilton,CT06897     		None N/A Rhodes Scholarship 750
    Regional Hospice
    30 Milestone Road
    Danbury,CT06810     		  Non-profit Patient Care Subsidization 3,000
    Filling in the Blanks
    346 Main Avenue
    Norwalk,CT06851     		  Non-profit Weekend Meal Program - children on the free lunch program or who are food insecure 5,000
    STEPS
    PO Box 1907
    Groton,CT06340     		  Non-profit Leadership, Self-Esteem, Self-Efficacy and Empowerment Training Program for Girls in Middle & High School 3,000
    Trackside
    15 Station Road
    Wilton,CT06897     		  Non-profit Reception Area Upgrade 7,850
    Visiting Nurse & Hospice of Fairfield County
    PO Box 489
    Wilton,CT06897     		  Non-profit Community Health, Bereavement and Patient Care Fund 10,000
    Woodcock Nature Center
    56 Deer Run Road
    Wilton,CT06897     		  Non-profit Boardwalk Improvements 3,500
    Food Rescue US
    165 Water Street
    Norwalk,CT06854     		  Non-profit Food Rescue US - Fairfield County Expansion 5,000
    The Pollinator Pathway
    PO Box 33
    Wilton,CT06897     		  Non-profit Pollinator Pathway Northeast Conference 2,100
    Wilton Community Assist Fund
    180 School Road
    Wilton,CT06895     		  Non-profit Food Pantry 10,000
    Wilton Library Association
    137 Old Ridgefield Road
    Wilton,CT06897     		  Non-profit Construction of Dave Brubeck Room 50,000
    Friends of the NRVT
    PO Box 174
    Georgetown,CT06829     		  Non-profit Fund the Norwalk River Valley Trail 5,000
    Kiri Clancy
    69-30 179th Street Fresh
    Queens,NY11365     		None N/A Scholarship - SUNY Binghamton 10,000
    Jasmin Cordera
    200 Suncrest Road
    Norwalk,CT06854     		None N/A Scholarship - Norwalk Community College 2,000
    Shelsie E Dupervil
    4 Macintosh
    Norwalk,CT06857     		None N/A Scholarship - LIM College 4,000
    Johana Elvir
    10 Bartlett Avenue
    Norwalk,CT06859     		None N/A Scholarship - University of New Haven 10,000
    Brett Gillman
    4B Evergreen Avenue
    Wilton,CT06897     		None N/A Scholarship - Middlebury College 3,000
    Rolemiche Jeannis
    32 Triangle Street
    Norwalk,CT06855     		None N/A Scholarship - Quinnipiac University 7,000
    Ethan Lazaro
    181 Birdseye Street
    Stratford,CT06615     		None N/A Scholarship - University of Connecticut 2,000
    Jocelyn Lister
    43 Alvin Drive
    Norwalk,CT06850     		None N/A Scholarship - University of Maryland 7,000
    Zachary Melo
    655 Broadway Apt 3G
    Bronx,NY10471     		None N/A Scholarship - St John's University 3,000
    Darvin Molina
    1645 Grand Avenue Apt 2AN
    Bronx,NY10453     		None N/A Scholarship - Providence College 8,000
    Kayleigh O'Keefe
    13 Robins Lane
    Brookfield,CT06804     		None N/A Scholarship - University of Connecticut 5,000
    Pablo Quiceno
    50 Osborne Avenue Apt 2
    Norwalk,CT06855     		None N/A Scholarship - University of Massachusetts 2,000
    Hector Rodrigez
    10 Enterprise Avenue
    Trenton,NJ08638     		None N/A Scholarship - Franklin & Marshall College 10,000
    Nadia Voravolya
    228 North Springfield Road
    Clifton Heights,NJ19018     		None N/A Scholarship - Temple University 4,500
    Jaquille Wilson
    131 Infield Street
    Bridgeport,CT06606     		None N/A Scholarship - Howard University 6,081
    Total .................................bullet 3a 462,831
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,768  
    4 Dividends and interest from securities....     14 59,852  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 135,323  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 132,257  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 331,200 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    331,200
    (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:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 6,028 4,521   1,507

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4000sh Ishares 5-10 Yr Investment Grade Corp 222,616 247,160
    4250sh Ishares 1-5 Yr Investment Grade Corp 225,194 234,473
    2950sh Ishares Floating Rate 149,449 149,624
    33494.337sh Davenport Equity 515,682 776,064
    72,738.581sh Davenport Value 1,101,309 1,254,013
    36050.957sh Davenport Core 726,039 1,093,426
    255sh Loreal Co 9,716 19,418
    122sh Nestle Sa 9,711 14,372
    171sh Unilever Plc 8,129 10,322
    214sh Royal Dutch Shell Plc 9,423 7,193
    484sh Aia Group Ltd 12,927 23,779
    661sh Allianz Se 9,460 16,294
    2048sh Banco Bilbao 13,031 10,117
    224sh Dbs Group Hldgs 10,967 17,035
    663sh Icici Bank Ltd 4,657 9,852
    1725sh Itau Unibanco Holding 10,534 10,505
    411sh Roche Holding Ltd 13,143 18,018
    181sh Sonova Holdings Ag 4,903 9,508
    198sh Sysmex Corp 6,716 11,910
    280sh Alfa Laval Ab Sweden 4,382 7,594
    396sh Atlas Copco Ab 10,394 20,228
    60sh Canadian National Railway 3,724 6,591
    247sh Fanuc Corp 4,077 6,098
    116sh Check Point Software 9,472 15,418
    101sh Dassault Systems 12,396 20,571
    164sh Sap Se 14,742 21,384
    280sh Taiwan Semiconductor 8,055 30,531
    195sh Air Liquide 3,328 6,414
    251sh Fuchs Petrolub 2,801 3,572
    95sh Kubota Corp 6,949 10,482
    340sh Symrise Ag 6,004 11,310
    110sh Hdfc Bank Ltd 4,801 7,949
    780sh Infineon Technologies 14,891 30,069
    85sh Yandex 2,263 5,914
    63sh Adidas 7,249 11,528
    2486sh Ambev 9,839 7,607
    127sh Fomento Econ 10,700 9,623
    265sh Lonza Group 7,173 16,981
    332sh Komatsu Ltd 7,522 9,191
    37sh Linde PLC 5,851 9,750
    99sh Novozymes 5,151 5,650
    8733.141sh Davenport Small Cap 111,653 159,904
    60sh Diageo PLC 9,578 9,529
    1540sh Unicharm Corp 11,422 14,769
    96sh PJSC Lukoil 8,456 6,563
    400sh Ping An Insurance Group 8,804 9,800
    528sh Chugai Pharmaceuticals 6,161 14,045
    527sh Epiroc Akitiebolag 5,176 9,581
    199sh SGS Sa 5,218 5,971
    549sh Schneider Electric 10,491 15,894
    225sh Tencent Holdings Ltd 10,644 16,175
    182sh Rio Tinto PLC 9,637 13,690
    337sh Nitori Holdings Co 4,173 7,138
    130sh Alcon Inc 8,186 8,577
    379sh Shionogi & Co 5,525 5,192
    610sh Adyen NV 12,647 28,304
    33sh Alibaba Group Holding 6,686 7,680

    TY 2020 InvestmentsLandSchedule2
    Name:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land - 333 Hurlbutt Road Wilton, CT 1,720,000 0 1,720,000  
    Land - 6 Acres 50,000 0 50,000  

    TY 2020 OtherExpensesSchedule
    Name:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous expenses 7,051 2,115   4,936


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Land Surveyor 19,952 19,952   0
    Investment Advisory Fees 7,737 7,737   0
    Website Design 8,524 0   8,524


    TY 2020 ReductionExplanationStatement
    Name:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Explanation:
    The foundation owns a lot that is landlocked and generates no income or cash flow. The lot was valued at $50,000 when it was gifted to the trust through the Estate of Elizabeth Raymond Ambler. The trustees are in the process of trying to secure access to the lot in order to convert it to an income producing asset.

    TY 2020 TaxesSchedule
    Name:
    Elizabeth Raymond Ambler Trust
    EIN:
    06-6473263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 1,504 1,504   0
    Income Taxes 8,121 0   0