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 SHOFF FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6602 DARTMOOR DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLOWERY BRANCH, GA30542
A Employer identification number

45-2717854
B Telephone number (see instructions)

(770) 497-1122
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$5,741,827J 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 23,277 23,277  
4 Dividends and interest from securities... 52,648 52,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 172,241
b Gross sales price for all assets on line 6a 1,559,043
7 Capital gain net income (from Part IV, line 2)... 172,241
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........ 248,166 248,166  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,100 33,030   66,070
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 10,405 10,405   0
c Other professional fees (attach schedule).... Click to see attachment 5,600 2,800   2,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 67,309 62,255   5,054
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,414 108,490   73,924
25 Contributions, gifts, grants paid....... 240,000 240,000
26 Total expenses and disbursements. Add lines 24 and 25 422,414 108,490   313,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -174,248
b Net investment income (if negative, enter -0-) 139,676
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............. 222,343 176,126 176,126
2 Savings and temporary cash investments.........      
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) bullet35,284
Less: allowance for doubtful accounts bullet0 51,897 Click to see attachment35,284 35,284
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 89,680 Click to see attachment88,994 88,999
b Investments—corporate stock (attach schedule)....... 1,921,123 Click to see attachment1,772,523 4,598,990
c Investments—corporate bonds (attach schedule)....... 780,517 Click to see attachment818,385 842,428
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 3,065,560 2,891,312 5,741,827
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........... 3,065,560 2,891,312
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........    
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)..... 3,065,560 2,891,312
30 Total liabilities and net assets/fund balances (see instructions). 3,065,560 2,891,312
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
3,065,560
2
Enter amount from Part I, line 27a .....................
2
-174,248
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,891,312
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
2,891,312
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 ACTAVIS FUNDING P 2018-06-01 2020-03-12
b DAVITA HEALTHCARE P 2017-07-20 2020-07-15
c HOME DEPOT INC P 2017-06-01 2020-06-15
d LIMITED BRANDS P 2016-07-19 2020-05-19
e VIACOM TDR P 2016-07-19 2020-05-28
ABBVIE INC P 2020-05-29 2020-11-04
ABBVIE INC P 2020-05-29 2020-11-19
ALTRIA GROUP INC P 2020-01-17 2020-06-22
ALTRIA GROUP INC P 2002-03-30 2020-06-22
AMERICAN TOWER REIT P 2020-05-22 2020-07-17
AMERICAN TOWER REIT P 2020-05-22 2020-11-04
AMERICAN TOWER REIT P 2020-05-22 2020-11-19
AT&T INC P 2019-07-31 2020-03-18
AT&T INC P 2019-07-31 2020-06-22
BLACKSTONE GROUP INC P 2020-07-23 2020-11-04
BLACKSTONE GROUP INC P 2020-10-19 2020-11-19
BRISTOL MYERS SQUIBB CO P 2020-04-17 2020-07-17
BRISTOL MYERS SQUIBB CO P 2020-04-17 2020-11-04
BRISTOL MYERS SQUIBB CO P 2020-04-17 2020-11-19
CHEVRON CORP P 2020-01-27 2020-07-10
CHEVRON CORP P 2020-02-26 2020-07-10
CHEVRON CORP P 2020-03-30 2020-07-10
COCA COLA CO P 2020-03-30 2020-06-22
COMCAST CORP(NEW) P 2019-11-25 2020-02-28
COMCAST CORP(NEW) P 2020-05-26 2020-07-17
COMCAST CORP(NEW) P 2020-08-14 2020-11-04
COMCAST CORP(NEW) P 2020-08-14 2020-11-19
D R HORTON INC P 2020-08-10 2020-11-04
HOME DEPOT INC P 2020-07-16 2020-07-17
HOME DEPOT INC P 2020-08-24 2020-11-04
HOME DEPOT INC P 2020-08-24 2020-11-19
JOHNSON & JOHNSON P 2019-11-15 2020-07-17
JOHNSON & JOHNSON P 2019-11-15 2020-11-04
MARSH & MCCLENNAN COS INC P 2020-07-16 2020-07-17
MARSH & MCCLENNAN COS INC P 2020-07-16 2020-11-04
MARSH & MCCLENNAN COS INC P 2020-07-16 2020-11-19
NESTLE SPON ADR REP P 2020-05-26 2020-07-17
NESTLE SPON ADR REP P 2020-05-26 2020-11-04
NESTLE SPON ADR REP P 2020-05-26 2020-11-19
PFIZER INC P 2019-11-15 2020-07-17
PFIZER INC P 2019-11-15 2020-11-04
PROSHARES TR P 2020-03-23 2020-03-26
PROSHARES TR P 2020-03-18 2020-03-30
PROSHARES TR P 2020-03-18 2020-03-30
PROSHARES TR P 2020-03-23 2020-03-30
RAYTHEON TECHNOLOGIES CORP P 2020-05-19 2020-07-17
RAYTHEON TECHNOLOGIES CORP P 2020-07-21 2020-11-04
RAYTHEON TECHNOLOGIES CORP P 2020-07-21 2020-11-19
RESTAURANT BRANDS INTL INC P 2019-05-28 2020-02-28
ROYAL DUTCH SHELL PLC P 2020-01-17 2020-03-18
ROYAL DUTCH SHELL PLC P 2020-01-17 2020-03-18
SIMON PPTY GROUP INC P 2020-08-20 2020-11-19
STARBUCKS CORP P 2020-03-19 2020-07-17
STARBUCKS CORP P 2020-03-19 2020-11-04
STARBUCKS CORP P 2020-03-19 2020-11-19
T ROWE PRICE GROUP INC P 2020-05-26 2020-07-17
T ROWE PRICE GROUP INC P 2019-11-11 2020-11-04
T ROWE PRICE GROUP INC P 2020-05-26 2020-11-04
TIFFANY & COMPANY NEW P 2019-05-28 2020-01-17
TIFFANY & COMPANY NEW P 2019-06-06 2020-01-17
TIFFANY & COMPANY NEW P 2019-06-06 2020-01-27
TIFFANY & COMPANY NEW P 2019-08-21 2020-01-27
TIFFANY & COMPANY NEW P 2019-08-21 2020-01-30
TIFFANY & COMPANY NEW P 2019-08-21 2020-02-26
V F CORP P 2020-01-30 2020-07-17
V F CORP P 2020-01-30 2020-11-04
V F CORP P 2020-07-27 2020-11-04
V F CORP P 2020-01-30 2020-11-19
VIATRIS INC P 2020-06-22 2020-11-23
WALGREENS BOOTS ALLIANCE INC P 2020-02-26 2020-03-16
WALMART INC P 2020-07-17 2020-11-04
WALMART INC P 2020-07-17 2020-11-19
WEYERHAUSER CO P 2020-06-01 2020-07-08
AFLAC INCORPORATED P 2016-07-18 2020-03-11
AFLAC INCORPORATED P 2016-07-19 2020-03-11
ALTRIA GROUP INC P 2018-08-23 2020-06-22
AMERICAN TOWER REIT P 2018-08-06 2020-02-28
APPLE INC P 2017-04-11 2020-07-17
APPLE INC P 2017-04-11 2020-09-08
APPLE INC P 2016-07-18 2020-11-19
AT&T INC P 2018-08-23 2020-06-22
CARRIER GLOBAL CORP P 2016-07-18 2020-04-06
CARRIER GLOBAL CORP P 2017-04-11 2020-04-06
COCA COLA CO P 2016-07-18 2020-06-22
COCA COLA CO P 2017-04-11 2020-06-22
COMCAST CORP(NEW) P 2018-07-20 2020-02-28
COMCAST CORP(NEW) P 2018-11-09 2020-02-28
JOHNSON & JOHNSON P 2019-11-15 2020-11-19
JPMORGAN CHASE & CO P 2017-03-02 2020-03-16
JPMORGAN CHASE & CO P 2017-04-11 2020-03-16
JPMORGAN CHASE & CO P 2017-04-17 2020-03-16
JPMORGAN CHASE & CO P 2017-06-19 2020-03-16
MEDTRONIC PLC SHS P 2016-07-18 2020-03-18
MEDTRONIC PLC SHS P 2016-07-18 2020-07-17
MEDTRONIC PLC SHS P 2016-07-18 2020-11-04
MEDTRONIC PLC SHS P 2016-07-18 2020-11-19
MICROSOFT CORP P 2016-07-18 2020-07-17
MICROSOFT CORP P 2016-07-18 2020-09-08
MICROSOFT CORP P 2016-07-18 2020-11-04
MICROSOFT CORP P 2016-07-18 2020-11-19
NESTLE SPON ADR REP P 2016-07-18 2020-02-28
OTIS WORLDWIDE CORP P 2016-07-18 2020-04-03
OTIS WORLDWIDE CORP P 2016-07-18 2020-04-06
OTIS WORLDWIDE CORP P 2017-04-11 2020-04-06
PEPSICO INC NC P 2016-07-18 2020-06-19
PFIZER INC P 2018-08-23 2020-03-18
PFIZER INC P 2018-09-20 2020-03-18
PFIZER INC P 2018-08-23 2020-07-17
PFIZER INC P 2020-06-22 2020-11-04
PFIZER INC P 2019-11-15 2020-11-19
PHILIP MORRIS INTL INC P 2016-07-18 2020-07-17
PHILIP MORRIS INTL INC P 2016-07-18 2020-11-04
PHILIP MORRIS INTL INC P 2020-07-27 2020-11-04
PHILIP MORRIS INTL INC P 2020-10-12 2020-11-19
PHILIP MORRIS INTL INC P 2020-10-12 2020-11-19
RAYTHEON TECHNOLOGIES CORP P 2017-04-11 2020-07-17
RAYTHEON TECHNOLOGIES CORP P 2020-07-21 2020-11-04
ROYAL DUTCH SHELL PLC P 2016-07-18 2020-03-18
ROYAL DUTCH SHELL PLC P 2016-07-19 2020-03-18
ROYAL DUTCH SHELL PLC P 2016-11-02 2020-03-18
ROYAL DUTCH SHELL PLC P 2017-04-11 2020-03-18
ROYAL DUTCH SHELL PLC P 2017-04-21 2020-03-18
T ROWE PRICE GROUP INC P 2019-11-11 2020-11-19
TIFFANY & COMPANY NEW P 2018-12-27 2020-02-26
TIFFANY & COMPANY NEW P 2019-01-10 2020-02-26
TIFFANY & COMPANY NEW P 2018-12-27 2020-03-11
TRUIST FINL CORP P 2016-07-18 2020-03-04
VERIZON COMMUNICATIONS P 2016-07-18 2020-07-17
VERIZON COMMUNICATIONS P 2016-07-18 2020-11-04
VERIZON COMMUNICATIONS P 2016-07-18 2020-11-19
VIATRIS INC P 2016-07-18 2020-11-17
VIATRIS INC P 2016-07-18 2020-11-26
VIATRIS INC P 2017-04-11 2020-11-23
VIATRIS INC P 2019-11-15 2020-11-23
VIATRIS INC P 2020-06-22 2020-11-23
WALGREENS BOOTS ALLIANCE INC P 2018-04-23 2020-03-16
WALGREENS BOOTS ALLIANCE INC P 2018-06-29 2020-03-16
WEYERHAUSER CO P 2016-07-18 2020-07-08
WEYERHAUSER CO P 2016-11-02 2020-07-08
APPLE INC P 2015-08-27 2020-09-08
APPLE INC P 2015-08-27 2020-09-16
APPLE INC P 2015-08-27 2020-11-04
APPLE INC P 2015-08-27 2020-11-19
CHEVRON CORP P 2010-06-29 2020-07-10
ADOBE INC P 2020-06-19 2020-11-19
ALIBABA GROUP HLDG LTD P 2020-01-17 2020-07-17
ALIBABA GROUP HLDG LTD P 2020-01-17 2020-11-04
ALIBABA GROUP HLDG LTD P 2020-01-17 2020-11-19
ALIBABA GROUP HLDG LTD P 2020-01-17 2020-12-14
BERKSHIRE HATHAWAY CL-B P 2020-01-17 2020-03-04
BOOKING HOLDINGS INC P 2019-05-28 2020-03-18
BOOKING HOLDINGS INC P 2020-01-29 2020-03-18
COMCAST CORP(NEW) P 2019-05-28 2020-02-28
D R HORTON INC P 2020-07-14 2020-11-04
DANAHER CORPORATION P 2020-04-14 2020-07-17
DANAHER CORPORATION P 2020-04-14 2020-11-04
DANAHER CORPORATION P 2020-04-14 2020-11-19
DEXCOM INC P 2020-03-19 2020-07-17
DEXCOM INC P 2020-11-16 2020-11-19
ILLUMINA INC P 2019-11-20 2020-07-17
ILLUMINA INC P 2020-02-26 2020-07-17
ILLUMINA INC P 2020-02-26 2020-11-04
ILLUMINA INC P 2020-02-26 2020-11-19
L OREAL CO ADR P 2019-11-20 2020-07-17
L OREAL CO ADR P 2019-11-20 2020-11-04
L OREAL CO ADR P 2020-11-16 2020-11-19
LVMH MOET HENNESSY LOUIS P 2019-11-26 2020-07-17
LVMH MOET HENNESSY LOUIS P 2019-11-26 2020-11-04
LVMH MOET HENNESSY LOUIS P 2019-11-26 2020-11-19
NATIONAL OILWELL VARCO INC P 2019-08-02 2020-02-28
NATIONAL OILWELL VARCO INC P 2019-11-12 2020-03-28
NATIONAL OILWELL VARCO INC P 2019-12-10 2020-02-28
NIKE INC P 2020-03-19 2020-07-17
NIKE INC P 2020-03-19 2020-11-04
NIKE INC P 2020-03-19 2020-11-19
PROSHARES TR P 2020-03-18 2020-03-26
PROSHARES TR P 2020-03-23 2020-03-26
PROSHARES TR P 2020-03-16 2020-03-27
PROSHARES TR P 2020-03-16 2020-03-27
PROSHARES TR P 2020-03-16 2020-03-27
PROSHARES TR P 2020-03-18 2020-03-27
PROSHARES TR P 2020-10-02 2020-11-04
PROSHARES TR P 2020-10-21 2020-11-04
PROSHARES TR P 2020-10-28 2020-11-04
SALESFORCE.COM INC P 2020-05-08 2020-07-17
SALESFORCE.COM INC P 2020-05-08 2020-11-04
SALESFORCE.COM INC P 2020-05-08 2020-11-19
STARBUCKS CORP P 2020-03-19 2020-06-19
VISA INC P 2020-05-08 2020-07-17
VISA INC P 2020-05-08 2020-11-04
VISA INC P 2020-05-08 2020-11-19
ALIBABA GROUP HLDG LTD P 2016-08-05 2020-12-14
ALIBABA GROUP HLDG LTD P 2016-09-28 2020-12-14
ALIBABA GROUP HLDG LTD P 2017-04-21 2020-12-14
ALIBABA GROUP HLDG LTD P 2018-11-01 2020-12-14
ALIBABA GROUP HLDG LTD P 2019-02-19 2020-12-14
ALIBABA GROUP HLDG LTD P 2019-10-11 2020-12-14
ALIBABA GROUP HLDG LTD P 2019-11-11 2020-12-14
ALPHABET INC CL A P 2016-07-18 2020-07-17
ALPHABET INC CL A P 2016-07-18 2020-10-28
ALPHABET INC CL C P 2019-05-28 2020-07-17
AMAZON COM INC P 2016-07-18 2020-11-04
AMAZON COM INC P 2016-07-18 2020-11-19
APPLE INC P 2016-07-18 2020-09-16
APPLE INC P 2016-07-18 2020-10-02
APPLE INC P 2016-07-18 2020-11-04
APPLE INC P 2016-07-18 2020-11-19
BERKSHIRE HATHAWAY CL-B P 2018-01-30 2020-03-04
BERKSHIRE HATHAWAY CL-B P 2018-01-30 2020-03-09
BERKSHIRE HATHAWAY CL-B P 2018-05-10 2020-03-09
BERKSHIRE HATHAWAY CL-B P 2018-11-27 2020-03-09
BOOKING HOLDINGS INC P 2017-10-06 2020-03-12
BOOKING HOLDINGS INC P 2016-07-18 2020-03-18
BOOKING HOLDINGS INC P 2016-07-20 2020-03-18
BOOKING HOLDINGS INC P 2016-10-20 2020-03-18
BOOKING HOLDINGS INC P 2017-11-08 2020-03-18
BOOKING HOLDINGS INC P 2019-03-01 2020-03-18
COMCAST CORP(NEW) P 2017-04-11 2020-02-28
COMCAST CORP(NEW) P 2018-05-10 2020-02-28
COMCAST CORP(NEW) P 2016-07-18 2020-07-17
COMCAST CORP(NEW) P 2016-07-18 2020-11-04
COMCAST CORP(NEW) P 2016-07-18 2020-11-19
DAVITA INC P 2016-07-18 2020-07-17
DAVITA INC P 2016-07-18 2020-11-19
ECOLAB INC P 2016-07-18 2020-07-17
ECOLAB INC P 2016-07-18 2020-11-04
ECOLAB INC P 2016-07-18 2020-11-19
FACEBOOK INC P 2019-06-17 2020-07-17
FACEBOOK INC P 2019-06-17 2020-11-04
FACEBOOK INC P 2019-10-11 2020-11-04
FACEBOOK INC P 2019-05-28 2020-11-19
FACEBOOK INC P 2019-10-11 2020-11-19
FACEBOOK INC P 2016-07-18 2020-12-14
FACEBOOK INC P 2019-04-22 2020-12-14
FACEBOOK INC P 2019-05-28 2020-12-14
INTUIT INC P 2016-07-18 2020-07-17
INTUIT INC P 2016-07-18 2020-11-04
MASTERCARD INC P 2016-07-18 2020-07-17
MASTERCARD INC P 2016-07-18 2020-11-04
MASTERCARD INC P 2016-07-18 2020-11-19
NATIONAL OILWELL VARCO INC P 2016-07-18 2020-02-24
NATIONAL OILWELL VARCO INC P 2017-11-02 2020-02-26
NATIONAL OILWELL VARCO INC P 2018-02-06 2020-02-26
NATIONAL OILWELL VARCO INC P 2018-02-07 2020-02-26
NATIONAL OILWELL VARCO INC P 2019-12-10 2020-02-26
NATIONAL OILWELL VARCO INC P 2016-07-18 2020-02-28
NATIONAL OILWELL VARCO INC P 2017-09-07 2020-02-28
NATIONAL OILWELL VARCO INC P 2017-11-02 2020-02-28
PAYPAL HLDGS INC P 2017-04-18 2020-07-17
PAYPAL HLDGS INC P 2017-04-18 2020-11-04
PAYPAL HLDGS INC P 2017-04-18 2020-11-19
RESMED INC P 2016-07-18 2020-03-18
RESMED INC P 2016-07-18 2020-07-17
RESMED INC P 2016-07-18 2020-11-04
STARBUCKS CORP P 2016-07-20 2020-06-19
STARBUCKS CORP P 2017-07-31 2020-06-19
STARBUCKS CORP P 2017-11-20 2020-06-19
STARBUCKS CORP P 2018-05-11 2020-06-19
STARBUCKS CORP P 2016-07-20 2020-07-17
STARBUCKS CORP P 2016-07-18 2020-10-21
STARBUCKS CORP P 2016-07-20 2020-10-21
STARBUCKS CORP P 2016-07-18 2020-11-04
STARBUCKS CORP P 2016-07-18 2020-11-19
TIFFANY & COMPANY NEW P 2016-07-18 2020-01-07
TIFFANY & COMPANY NEW P 2018-12-26 2020-01-07
TIFFANY & COMPANY NEW P 2016-07-18 2020-01-17
TIFFANY & COMPANY NEW P 2016-07-18 2020-01-29
TIFFANY & COMPANY NEW P 2016-07-18 2020-02-04
ULTA BEAUTY INC P 2019-06-17 2020-07-17
ULTA BEAUTY INC P 2019-06-17 2020-11-04
ULTA BEAUTY INC P 2019-06-17 2020-11-19
APPLE INC P 2015-08-27 2020-07-17
APPLE INC P 2015-08-27 2020-09-16
ADOBE INC P 2020-03-04 2020-11-04
ADOBE INC P 2020-03-04 2020-11-19
AMERICAN TOWER REIT P 2020-03-03 2020-11-04
AUTONATION INC P 2020-02-11 2020-11-04
AUTONATION INC P 2020-02-11 2020-11-19
CANADA GOOSE HOLDINGS INC P 2019-08-14 2020-03-09
CANADA GOOSE HOLDINGS INC P 2019-08-27 2020-03-09
CANADA GOOSE HOLDINGS INC P 2019-11-14 2020-03-09
CARMAX INC P 2020-05-08 2020-11-04
CARMAX INC P 2020-05-08 2020-11-19
CENTENE CORPORATION P 2020-02-05 2020-03-23
CENTENE CORPORATION P 2020-02-07 2020-03-23
CENTENE CORPORATION P 2020-02-11 2020-03-23
CENTENE CORPORATION P 2020-02-26 2020-03-23
CENTENE CORPORATION P 2020-03-13 2020-03-23
DAVITA INC P 2020-01-29 2020-11-04
ILLUMINA INC P 2020-02-26 2020-11-04
ILLUMINA INC P 2020-02-26 2020-11-19
INSULET CORP P 2020-02-26 2020-11-04
IQVIA HOLDINGS INC P 2020-03-05 2020-11-04
JB HUNT TRANS SERV P 2019-07-18 2020-01-13
LKQ CORPORATION P 2019-04-29 2020-02-26
LULULEMON ATHLETICA INC P 2020-04-17 2020-11-04
LULULEMON ATHLETICA INC P 2020-04-17 2020-11-19
NATIONAL OILWELL VARCO INC P 2019-08-02 2020-02-24
PELOTON INTERACTIVE INC P 2020-01-03 2020-03-13
PELOTON INTERACTIVE INC P 2020-02-03 2020-03-13
PELOTON INTERACTIVE INC P 2020-02-24 2020-03-13
PROSHARES TR P 2020-03-23 2020-03-24
PROSHARES TR P 2020-03-16 2020-03-24
PROSHARES TR P 2020-03-18 2020-03-24
PROSHARES TR P 2020-09-10 2020-11-04
PROSHARES TR P 2020-09-18 2020-11-04
PROSHARES TR P 2020-10-02 2020-11-04
RESTAURANT BRANDS INTL INC P 2020-02-11 2020-03-04
SALESFORCE.COM INC P 2020-03-04 2020-11-04
SALESFORCE.COM INC P 2020-03-04 2020-11-19
SHOPIFY INC P 2020-04-17 2020-11-04
SHOPIFY INC P 2020-04-17 2020-11-19
TIFFANY & COMPANY NEW P 2019-08-21 2020-01-03
TRACTOR SUPPLY CO P 2019-10-07 2020-03-11
TRACTOR SUPPLY CO P 2020-01-17 2020-03-11
TWILIO INC P 2020-01-13 2020-11-04
TWILIO INC P 2020-01-13 2020-11-19
UBER TECHNOLOGIES INC P 2020-02-06 2020-03-09
UBER TECHNOLOGIES INC P 2020-02-07 2020-03-09
UBER TECHNOLOGIES INC P 2020-02-11 2020-03-09
UBER TECHNOLOGIES INC P 2020-02-24 2020-03-09
10X GENOMICS INC P 2020-02-26 2020-03-13
ALIBABA GROUP HLDG LTD P 2018-03-09 2020-11-04
ALIBABA GROUP HLDG LTD P 2018-03-09 2020-11-19
AMERICAN TOWER REIT P 2016-07-18 2020-02-28
DEXCOM INC P 2016-07-18 2020-11-04
DEXCOM INC P 2016-07-18 2020-11-19
FACEBOOK INC P 2019-04-22 2020-11-04
FACEBOOK INC P 2019-10-11 2020-11-04
FACEBOOK INC P 2019-04-22 2020-11-19
FLEETCOR TECHNOLOGIES P 2017-05-15 2020-02-07
JB HUNT TRANS SERV P 2016-07-18 2020-01-13
LKQ CORPORATION P 2017-07-10 2020-02-26
LKQ CORPORATION P 2018-05-17 2020-02-26
LKQ CORPORATION P 2018-12-26 2020-02-26
LKQ CORPORATION P 2018-12-26 2020-02-26
MONSTER BEVERAGE CORP P 2016-07-18 2020-03-18
MONSTER BEVERAGE CORP P 2017-06-26 2020-03-18
MONSTER BEVERAGE CORP P 2018-04-18 2020-03-18
MONSTER BEVERAGE CORP P 2019-01-25 2020-03-18
MONSTER BEVERAGE CORP P 2019-02-22 2020-03-18
MONSTER BEVERAGE CORP P 2016-07-18 2020-11-04
NATIONAL OILWELL VARCO INC P 2016-07-18 2020-02-24
NATIONAL OILWELL VARCO INC P 2017-08-18 2020-02-24
NATIONAL OILWELL VARCO INC P 2017-09-07 2020-02-24
PAYPAL HLDGS INC P 2018-05-07 2020-11-04
PAYPAL HLDGS INC P 2017-04-20 2020-11-19
PAYPAL HLDGS INC P 2018-05-07 2020-11-19
RESMED INC P 2016-07-18 2020-11-19
RESTAURANT BRANDS INTL INC P 2016-07-18 2020-03-04
SNAP-ON INC P 2019-01-14 2020-11-19
TESLA INC P 2016-11-07 2020-02-05
TESLA INC P 2018-05-01 2020-02-05
TESLA INC P 2016-07-18 2020-02-06
TESLA INC P 2017-12-26 2020-02-06
TESLA INC P 2018-05-01 2020-02-06
TESLA INC P 2016-11-18 2020-09-02
TESLA INC P 2016-11-18 2020-09-18
TESLA INC P 2019-08-27 2020-09-18
TESLA INC P 2016-07-18 2020-11-04
TESLA INC P 2016-07-18 2020-11-19
TESLA INC P 2016-07-18 2020-12-21
TIFFANY & COMPANY NEW P 2016-07-18 2020-01-03
TIFFANY & COMPANY NEW P 2018-12-26 2020-01-03
TRACTOR SUPPLY CO P 2018-04-19 2020-03-11
TRACTOR SUPPLY CO P 2018-07-23 2020-03-11
ULTA BEAUTY INC P 2019-08-30 2020-11-04
ULTA BEAUTY INC P 2019-08-30 2020-11-19
VEEVA SYS INC P 2017-08-17 2020-02-28
VEEVA SYS INC P 2017-08-17 2020-03-04
VEEVA SYS INC P 2017-08-25 2020-03-04
US TSY BILL P 2019-12-18 2020-03-12
US TSY BILL P 2020-06-24 2020-09-17
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 55,000   55,000 0
b 30,512   30,629 -117
c 30,000   30,159 -159
d 27,030   31,121 -4,091
e 63,911   60,080 3,831
869   811 58
399   360 39
4,442   5,676 -1,234
960   898 62
1,041   963 78
1,458   1,445 13
715   723 -8
2,944   3,342 -398
452   517 -65
1,113   1,136 -23
703   681 22
1,148   1,148 0
1,717   1,572 145
930   907 23
5,483   7,190 -1,707
2,699   3,207 -508
4,133   3,542 591
2,959   2,897 62
1,272   1,387 -115
1,013   952 61
1,777   1,763 14
1,138   1,014 124
973   912 61
781   775 6
1,147   1,139 8
813   854 -41
1,345   1,208 137
1,688   1,611 77
1,020   1,007 13
1,332   1,342 -10
803   783 20
1,389   1,274 115
1,783   1,593 190
1,031   956 75
470   486 -16
832   822 10
7,754   9,075 -1,321
3,630   4,143 -513
7,589   9,984 -2,395
797   953 -156
495   471 24
865   945 -80
710   630 80
11,384   13,414 -2,030
1,122   3,044 -1,922
689   1,873 -1,184
1,293   1,040 253
887   736 151
1,456   981 475
880   552 328
1,471   1,324 147
137   120 17
1,921   1,684 237
1,342   928 414
2,952   1,995 957
3,486   2,358 1,128
1,341   845 496
2,950   1,859 1,091
4,685   2,957 1,728
903   1,258 -355
425   503 -78
1,064   1,261 -197
1,021   1,006 15
510   425 85
2,778   3,126 -348
3,162   2,910 252
1,219   1,058 161
4,548   4,296 252
7,891   7,816 75
5,557   5,487 70
8,084   12,066 -3,982
2,690   1,809 881
2,701   992 1,709
465   142 323
594   125 469
12,232   13,236 -1,004
1,665   2,094 -429
16   21 -5
9,060   9,066 -6
819   768 51
3,219   2,803 416
1,391   1,338 53
1,029   940 89
619   645 -26
442   427 15
4,420   4,267 153
8,310   8,282 28
1,027   1,233 -206
1,179   1,057 122
1,664   1,409 255
998   792 206
3,247   867 2,380
7,635   2,005 5,630
4,356   1,084 3,272
2,555   650 1,905
2,953   2,303 650
21   28 -7
2,471   2,900 -429
24   30 -6
14,260   11,759 2,501
948   1,261 -313
316   434 -118
615   715 -100
643   662 -19
832   814 18
678   926 -248
1,017   1,441 -424
654   943 -289
387   549 -162
697   1,004 -307
62   62 0
58   63 -5
387   1,001 -614
3,143   8,081 -4,938
689   1,621 -932
1,055   2,633 -1,578
280   668 -388
1,255   1,079 176
535   308 227
5,086   3,199 1,887
10,595   6,244 4,351
13,018   10,350 2,668
961   949 12
1,265   1,228 37
782   726 56
2   2 0
665   614 51
128   110 18
367   346 21
27   23 4
4,340   6,453 -2,113
955   1,305 -350
8,088   11,595 -3,507
2,801   3,628 -827
7,096   1,731 5,365
8,080   2,043 6,037
3,115   766 2,349
1,426   340 1,086
9,531   7,793 1,738
1,402   1,273 129
3,710   3,397 313
5,344   4,077 1,267
520   453 67
257   226 31
9,694   10,628 -934
7,183   10,275 -3,092
8,380   13,306 -4,926
4,809   5,165 -356
2,018   1,587 431
2,670   2,074 596
3,172   1,925 1,247
1,804   1,185 619
426   208 218
329   342 -13
1,915   1,563 352
766   553 213
1,839   1,659 180
1,197   1,106 91
1,062   922 140
702   576 126
741   758 -17
1,595   1,536 59
1,483   1,356 127
1,050   813 237
3,032   3,593 -561
10,244   12,862 -2,618
10,928   13,878 -2,950
2,219   1,634 585
2,697   1,492 1,205
2,899   1,563 1,336
9,217   10,257 -1,040
5,416   6,110 -694
5,446   6,486 -1,040
9,268   10,897 -1,629
33,197   35,307 -2,110
5,419   5,998 -579
18,081   18,743 -662
8,294   8,374 -80
22,275   23,465 -1,190
1,124   1,051 73
1,258   876 382
795   526 269
752   613 139
2,728   2,579 149
2,357   2,210 147
1,664   1,474 190
2,572   847 1,725
2,572   1,082 1,490
514   226 288
13,375   7,842 5,533
11,317   7,400 3,917
1,543   1,041 502
3,601   2,548 1,053
1,513   752 761
18,271   9,020 9,251
3,027   2,289 738
3,224   737 2,487
3,120   737 2,383
12,007   2,672 9,335
6,625   1,448 5,177
3,920   849 3,071
2,376   499 1,877
9,272   9,487 -215
13,384   14,661 -1,277
9,251   9,394 -143
12,794   13,733 -939
2,612   3,836 -1,224
8,385   9,405 -1,020
7,187   8,165 -978
9,582   11,721 -2,139
4,791   6,557 -1,766
2,396   3,414 -1,018
2,703   2,543 160
8,506   6,669 1,837
1,351   1,071 280
1,286   971 315
841   569 272
1,028   928 100
2,040   1,469 571
1,473   843 630
1,354   843 511
843   482 361
2,911   2,244 667
863   561 302
2,300   1,482 818
1,638   1,100 538
273   185 88
6,872   2,960 3,912
3,024   1,989 1,035
7,147   4,769 2,378
869   345 524
1,041   345 696
7,590   2,283 5,307
4,045   1,187 2,858
2,686   730 1,956
1,467   2,219 -752
648   1,100 -452
6,145   10,758 -4,613
530   951 -421
2,474   4,388 -1,914
6,915   12,387 -5,472
1,923   3,302 -1,379
2,182   3,934 -1,752
3,462   862 2,600
3,450   776 2,674
2,100   474 1,626
18,277   7,901 10,376
997   327 670
1,051   327 724
5,192   3,953 1,239
2,784   2,004 780
4,063   3,073 990
11,060   8,401 2,659
1,923   1,490 433
1,236   801 435
5,563   3,609 1,954
2,000   1,259 741
1,271   744 527
22,717   10,501 12,216
1,737   991 746
21,334   9,821 11,513
15,292   7,042 8,250
11,812   5,436 6,376
1,231   2,107 -876
1,330   2,107 -777
1,921   2,458 -537
4,246   1,248 2,998
4,489   1,135 3,354
986   720 266
467   360 107
243   230 13
706   572 134
482   381 101
2,241   3,794 -1,553
1,541   2,420 -879
1,961   2,979 -1,018
740   614 126
472   384 88
3,504   4,958 -1,454
1,215   1,668 -453
2,429   3,314 -885
1,121   1,321 -200
1,308   1,678 -370
390   334 56
614   553 61
599   553 46
716   562 154
690   567 123
1,181   987 194
1,513   1,446 67
1,018   652 366
687   435 252
1,643   1,643 0
5,698   9,329 -3,631
1,021   1,815 -794
2,339   3,237 -898
6,542   7,174 -632
7,805   8,060 -255
3,511   3,773 -262
5,148   5,502 -354
3,813   4,149 -336
1,668   1,729 -61
860   984 -124
756   520 236
530   347 183
991   564 427
966   564 402
1,336   845 491
1,081   1,212 -131
2,245   2,485 -240
1,216   477 739
295   119 176
3,948   4,901 -953
1,376   1,810 -434
1,855   2,543 -688
688   873 -185
5,532   7,579 -2,047
1,185   760 425
521   380 141
3,586   1,861 1,725
1,024   233 791
659   155 504
288   181 107
576   371 205
546   362 184
8,871   4,045 4,826
9,097   6,315 2,782
6,966   6,978 -12
1,513   1,465 48
378   342 36
378   287 91
54   51 3
1,454   1,404 50
2,101   2,243 -142
808   842 -34
323   352 -29
413   257 156
3,943   5,964 -2,021
1,073   1,477 -404
482   698 -216
1,536   596 940
191   44 147
572   224 348
635   196 439
7,680   5,788 1,892
515   483 32
1,476   385 1,091
2,214   891 1,323
1,519   452 1,067
6,075   2,557 3,518
759   297 462
4,854   415 4,439
8,377   716 7,661
882   86 796
845   90 755
1,493   136 1,357
7,241   497 6,744
13,763   6,360 7,403
1,203   686 517
8,317   5,996 2,321
1,497   1,455 42
444   480 -36
549   480 69
4,962   2,244 2,718
4,679   2,116 2,563
4,679   1,839 2,840
90,000   90,000 0
75,000   75,000 0
181     181
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       0
b       -117
c       -159
d       -4,091
e       3,831
      58
      39
      -1,234
      62
      78
      13
      -8
      -398
      -65
      -23
      22
      0
      145
      23
      -1,707
      -508
      591
      62
      -115
      61
      14
      124
      61
      6
      8
      -41
      137
      77
      13
      -10
      20
      115
      190
      75
      -16
      10
      -1,321
      -513
      -2,395
      -156
      24
      -80
      80
      -2,030
      -1,922
      -1,184
      253
      151
      475
      328
      147
      17
      237
      414
      957
      1,128
      496
      1,091
      1,728
      -355
      -78
      -197
      15
      85
      -348
      252
      161
      252
      75
      70
      -3,982
      881
      1,709
      323
      469
      -1,004
      -429
      -5
      -6
      51
      416
      53
      89
      -26
      15
      153
      28
      -206
      122
      255
      206
      2,380
      5,630
      3,272
      1,905
      650
      -7
      -429
      -6
      2,501
      -313
      -118
      -100
      -19
      18
      -248
      -424
      -289
      -162
      -307
      0
      -5
      -614
      -4,938
      -932
      -1,578
      -388
      176
      227
      1,887
      4,351
      2,668
      12
      37
      56
      0
      51
      18
      21
      4
      -2,113
      -350
      -3,507
      -827
      5,365
      6,037
      2,349
      1,086
      1,738
      129
      313
      1,267
      67
      31
      -934
      -3,092
      -4,926
      -356
      431
      596
      1,247
      619
      218
      -13
      352
      213
      180
      91
      140
      126
      -17
      59
      127
      237
      -561
      -2,618
      -2,950
      585
      1,205
      1,336
      -1,040
      -694
      -1,040
      -1,629
      -2,110
      -579
      -662
      -80
      -1,190
      73
      382
      269
      139
      149
      147
      190
      1,725
      1,490
      288
      5,533
      3,917
      502
      1,053
      761
      9,251
      738
      2,487
      2,383
      9,335
      5,177
      3,071
      1,877
      -215
      -1,277
      -143
      -939
      -1,224
      -1,020
      -978
      -2,139
      -1,766
      -1,018
      160
      1,837
      280
      315
      272
      100
      571
      630
      511
      361
      667
      302
      818
      538
      88
      3,912
      1,035
      2,378
      524
      696
      5,307
      2,858
      1,956
      -752
      -452
      -4,613
      -421
      -1,914
      -5,472
      -1,379
      -1,752
      2,600
      2,674
      1,626
      10,376
      670
      724
      1,239
      780
      990
      2,659
      433
      435
      1,954
      741
      527
      12,216
      746
      11,513
      8,250
      6,376
      -876
      -777
      -537
      2,998
      3,354
      266
      107
      13
      134
      101
      -1,553
      -879
      -1,018
      126
      88
      -1,454
      -453
      -885
      -200
      -370
      56
      61
      46
      154
      123
      194
      67
      366
      252
      0
      -3,631
      -794
      -898
      -632
      -255
      -262
      -354
      -336
      -61
      -124
      236
      183
      427
      402
      491
      -131
      -240
      739
      176
      -953
      -434
      -688
      -185
      -2,047
      425
      141
      1,725
      791
      504
      107
      205
      184
      4,826
      2,782
      -12
      48
      36
      91
      3
      50
      -142
      -34
      -29
      156
      -2,021
      -404
      -216
      940
      147
      348
      439
      1,892
      32
      1,091
      1,323
      1,067
      3,518
      462
      4,439
      7,661
      796
      755
      1,357
      6,744
      7,403
      517
      2,321
      42
      -36
      69
      2,718
      2,563
      2,840
      0
      0
      181
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 2 172,241
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 1,941
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 1,941
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 1,941
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,167
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 7,167
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,226
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,226 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
     
    No
    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)
    bulletGA
    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.SHOFFFOUNDATION.ORG
    14
    The books are in care ofbulletGERALD R STINNETT CPA PC Telephone no.bullet (770) 497-1122

    Located atbullet454 SATELLITE BLVD NW SUITE 302SUWANEEGA ZIP+4bullet30024
    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
    RICHARD L MASON CEO
    20.00     		52,000 0 0
    1953 SW 15TH ST 80
    DEERFIELD BEACH,FL33442
    CHRISTINE M KERR SECRETARY
    20.00     		47,100 0 0
    1725 LAUREL CREEK DRIVE
    LAWRENCEVILLE,GA30043
    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
    GERALD R STINNETT CPA PC ACCOUNTING/TAX RELATED 10,405
    454 SATELLITE BLVD STE 302
    SUWANEE,GA30024
    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
    5,137,140
    b
    Average of monthly cash balances.......................
    1b
    199,234
    c
    Fair market value of all other assets (see instructions)................
    1c
    43,591
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,379,965
    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
    5,379,965
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    80,699
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,299,266
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    264,963
    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
    264,963
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,941
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,941
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    263,022
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    263,022
    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
    263,022
    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
    313,924
    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
    313,924
    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
    313,924
    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 7 263,022
    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...... 15,974
    b From 2016...... 28,278
    c From 2017...... 47,596
    d From 2018...... 54,756
    e From 2019...... 61,641
    fTotal of lines 3a through e........ 208,245
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 313,924
    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..... 263,022
    e Remaining amount distributed out of corpus 50,902
    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 5 259,147
    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) ...     		15,974
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		243,173
    10 Analysis of line 9:
    a Excess from 2016.... 28,278
    b Excess from 2017.... 47,596
    c Excess from 2018.... 54,756
    d Excess from 2019.... 61,641
    e Excess from 2020.... 50,902
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ATLANTA MISSION
    2353 BOLTON RD NW
    ATLANTA,GA30318     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000
    BOWLING GREEN STATE UNIVERSITY FOUNDATION INC
    BOWLING GREEN STATE UNIV
    BOWLING GREEN,OH43403     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    CARVER FOUNDATION OF NORWALK INC
    7 ACADEMY STREET
    NORWALK,CT06850     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 10,000
    COMMUNITY COUNCIL ON AGING
    430 PRIOR ST SE
    GAINESVILLE,GA30501     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    EAGLE RANCH INC
    5500 UNION CHURCH RD
    FLOWERY BRANCH,GA30542     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 15,000
    FAITH METHODIST CHURCH
    4500 DUE WEST RD NW
    KENNESAW,GA30152     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000
    FLORIDA GULF COAST UNIVERSITY FOUNDATION INC
    10501 FGCU BOULEVARD SOUTH
    FT MYERS,FL33695     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 20,000
    FORT TICONDEROGA MUSEUM
    102 FORT TI ROAD
    TICONDEROGA,NY12883     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000
    FRIENDS OF AMBLER FARMS
    PO BOX 7442
    WILTON,CT06897     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500
    GEORGE WALTON ACADEMY
    ONE BULLDOG DRIVE
    MONROE,GA30655     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 25,000
    GEORGIA MOUNTAIN FOOD BANK
    1642 CALVARY INDUSTRIAL DR SW
    GAINESVILLE,GA30507     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 4,000
    HUMAN SERVICES COUNCIL
    ONE PARK STREET
    NORWALK,CT06851     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000
    LAWRENCEVILLE POLICE BENEVOLENCE
    PO BOX 2200
    LAWRENCEVILLE,GA30046     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 10,000
    MAKE A WISH
    1775 THE EXCHANGE SE STE 200
    ATLANTA,GA30339     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    PI KAPPA DELTA FOUNDATION
    8347 WEST RANGE COVE
    MEMPHIS,TN38125     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500
    PRINCE AVENUE CHRISTIAN SCHOOL
    2201 RUTH JACKSON RD
    BOGART,GA30622     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 35,000
    ROBERTS ELEMENTARY PTO
    251 BUFORD HWY
    SUWANEE,GA30024     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    RONALD MCDONALD HOUSE CHARITIES
    795 GATEWOOD ROAD NE
    ATLANTA,GA30329     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000
    SALVATION ARMY
    400 LUCKIE ST NW
    ATLANTA,GA30313     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 4,000
    SEGS4VETS
    500 FOX RIDGE RD
    SAINT LOUIS,MO63131     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    ST JUDE'S CHILDREN RESEARCH HOSPITAL
    692 DANNY THOMAS PLACE
    MEMPHIS,TN28105     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 4,000
    TOYS FOR TOTS FOUNDATION
    3072 BILTMORE WOODS DR
    BUFORD,GA30519     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000
    UYC MARITIME FOUNDATION INC
    6649 YACHT CLUB ROAD
    FLOWERY BRANCH,GA30542     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 15,000
    WILTON AMBULANCE CORPS
    224 DANBURY ROAD
    WILTON,CT06897     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000
    WILTON CANDLELIGHT CONCERTS INC
    PO BOX 3 WILTON LIBRARY
    WILTON,CT06897     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    WILTON HISTORICAL SOCIETY
    224 DANBURY ROAD
    WILTON,CT06897     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500
    WILTON LIBRARY ASSOCIATION
    137 OLD RIDGEFIELD RD
    WILTON,CT06897     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000
    P4 FOUNDATION
    PO BOX 842
    BUFORD,GA30515     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 10,000
    ASSOCIATION OF THE US NAVY
    5904 RICHMOND HWY STE 530
    ALEXANDRIA,VA22303     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 500
    MOUNTAIN VIEW BAPTIST CHURCH
    3765 MOUNTAIN VIEW RD
    GAINESVILLE,GA30504     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    HISPANIC ALLIANCE GA
    2490 HILTON DRIVE
    GAINESVILLE,GA30501     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000
    SAVE THE CHLDREN FEDERATION INC
    501 KINGS HIGHWAY EAST
    FAIRFIELD,CT06825     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    GEORGIA CHRISTIAN DANCE THEATRE
    3215 SARDIS CHURCH RD
    BUFORD,GA30519     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    HOSEA FEEDS THE HUNGRY & HOMELESS INC
    25 ENTERPRISE BLVD SUITE A
    ATLANTA,GA30336     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    ATLANTA HOSPITAL HOSPITALITY HOUSE
    1515 S PONCE DE LEON AVE NE
    ATLANTA,GA30307     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 7,000
    RONALD MCDONALD HOUSE OF CONNECTICUT
    860 HOWARD AVE
    NEW HAVEN,CT06519     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 4,000
    ALONO BEACH CLUB INC
    4615 GULF BLVD STE 112
    ST PETE BEACH,FL33706     		NONE N/A CHARITABLE CONTRIBTUION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500
    MALTA HOUSE INC
    5 PROWITT ST
    NORWALK,CT06855     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,500
    FAIRFIELD PUBLIC LIBRARY
    1080 OLD POST RD
    FAIRFIELD,CT06824     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAND BLVD
    STATEN ISLAND,NY10306     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500
    MEALS ON WHEELS
    1705 COMMERCE DR NW
    ATLANTA,GA30318     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    PARALYZED VETERANS OF AMERICA
    801 18TH ST NW
    WASHINGTON,DC20006     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    HABITAT FOR HUMANITY
    285 PEACHTREE CENTER AVE NE
    ATLANTA,GA30303     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    BOYS GIRLS CLUB OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000
    CONGRESSIONAL MEDAL OF HONOR SOCIETY OF THE US
    40 PATRIOTS POINT RD
    MT PLEASANT,SC29464     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000
    EMPTY STOCKING FUND INC
    1975 CENTURY BLVD NE 16
    ATLANTA,GA30345     		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 500
    Total .................................bullet 3a 240,000
    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 ...........     		        23,277
    4 Dividends and interest from securities....         52,648
    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 ............     		        172,241
    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 0 248,166
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    248,166
    (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.)
    3 INVESTMENT INCOME-INTEREST(AVAILABLE FOR CHARITABLE DONATIONS)
    4 INVESTMENT INCOME-DIVIDENDS(AVAILABLE FOR CHARITABLE DONATIONS)
    8 INVESTMENT INCOME-CAPITAL GAINS(AVAILABLE FOR CHARITABLE DONATIONS)
    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 SHOFF FOUNDATION INC
    EIN:
    45-2717854
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 10,405 10,405   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE SHOFF FOUNDATION INC
    EIN:
    45-2717854
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WACHOVIA CAP TRUST III 30,247 30,379
    GOLDMAN SACHS GROUP INC 55,862 56,544
    INTERPUBLIC GROUP COS 30,592 32,051
    EXPEDIA INC 61,828 65,515
    HEWLETT PACKARD ENTERPRISE CO 63,026 70,198
    HOME DEPOT INC 33,400 33,539
    NEWFIELD EXPLORATION CO 30,495 31,160
    COMCAST CORP 66,742 69,924
    JPMORGAN CHASE & CO 61,944 58,946
    WALGREENS BOOTS ALLIANCE INC 60,919 61,248
    APPLE INCORPORATED 65,569 68,182
    ALTRIA GROUP INC 30,230 32,939
    ACCR'D INTEREST-CORP BONDS 8,547 8,547
    ABBOT LABORATORIES 30,272 30,808
    ORACLE CORP 30,731 30,802
    FORD MOTOR CO 33,774 33,765
    PFIZER INC 30,477 32,360
    PEPISCO INC 31,436 32,737
    STARBUCKS CORP 27,970 28,451
    CONSTELLATION BRANDS INC 34,324 34,333

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE SHOFF FOUNDATION INC
    EIN:
    45-2717854
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MCDONALD'S CORPORATION 28,255 751,030
    L OREAL CO ADR 34,490 55,970
    LVMH MOET HENNESSY LOUIS VUITT 42,231 87,311
    APPLE INCORPORATED 14,444 76,828
    JOHNSON & JOHNSON 17,798 36,512
    MARSH & MCLENNAN COS 16,608 26,442
    MEDTRONIC PLC SHS 24,850 36,196
    MICROSOFT CORP 22,706 93,194
    NESTLE SPON ADR REP REG SHR 23,766 35,340
    PFIZER INC 26,857 29,448
    PHILIP MORRIS INTL INC 39,174 38,580
    VERIZON COMMUNICATIONS 22,506 25,674
    WALMART STORES IONC 20,857 37,047
    ALIBABA GROUP HLDG LTD 45,637 109,383
    ALPHABET INC CL C 44,820 99,857
    AMAZON COM INC 42,028 185,645
    APPLE INCORPORATED 38,878 206,598
    COMCAST CORP 44,367 69,692
    DANAHER CORPORATION 57,195 126,398
    DAVITA INC 29,720 48,604
    ECOLAB INC 34,590 62,312
    FACEBOOK INC 51,855 119,644
    ILLUMINA INC 43,687 100,270
    INTUIT INC 13,230 43,683
    MASTERCARD INC CL A 53,231 208,096
    NIKE INC B 55,691 133,406
    RESMED INC 13,125 42,725
    STARBUCKS CORP 56,242 105,161
    VISA INC CL A 45,435 120,083
    AMERICAN TOWER REIT COM 18,878 23,568
    ILLUMINA INC 11,773 28,490
    MONSTER BEVERAGE CORP 10,493 19,143
    RESMED INC 4,581 15,304
    TESLA MOTORS INC 5,222 82,563
    T ROWE PRICE GROUP INC 26,138 44,054
    VF CORPORATION 26,013 35,872
    ALIBABA GROUP HLDG LTD 19,150 28,393
    AUTONATION INC 19,302 36,151
    CARMAX INC 22,140 30,322
    DEXCOM INC 9,002 53,979
    FACTSET RESEARCH SYSTEMS INC 4,573 9,310
    IQVIA HOLDINGS INC 10,119 23,471
    PAYPAL HLDGS INC COM 10,150 54,334
    SALESFORCE.COM INC 13,366 26,704
    SNAP-ON INC 14,653 16,429
    ULTA BEAUTY INC 17,548 24,409
    FACEBOOK INC 14,421 31,413
    PAYPAL HLDGS INC COM 34,692 195,791
    COMCAST CORP 28,344 42,339
    STARBUCKS CORP 18,516 34,341
    ADOBE INC 16,745 31,007
    LULULEMON ATHLETICA INC 17,250 34,455
    SHOPIFY INC 14,585 43,014
    BRISTOL MYERS SQUIBB CO 25,584 31,945
    DAVITA INC 10,870 21,836
    INSULET CORP 9,492 22,751
    SALESFORCE.COM INC 33,823 46,509
    ULTA BEAUTY INC 64,303 70,067
    AMERICAN TOWER REIT COM 8,588 15,263
    ADOBE INC 26,349 36,009
    D R HORTON INC 27,045 31,703
    DEXCOM INC 33,631 47,324
    LULULEMON ATHLETICA INC 21,187 23,666
    ABBVIE INC 15,981 19,287
    BLACKSTONE GROUP INC 22,103 25,535
    D R HORTON INC 14,108 13,853
    HOME DEPOT INC 15,861 19,922
    RAYTHEON TECHNOLOGIES 19,049 23,312
    SIMON PPTY GROUP INC 14,372 18,847
    TWILIO INC 18,250 55,176

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE SHOFF FOUNDATION INC
    EIN:
    45-2717854
    US Government Securities - End of Year Book Value:

    88,994
    US Government Securities - End of Year Fair Market Value:

    88,999
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    THE SHOFF FOUNDATION INC
    EIN:
    45-2717854
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYER'S PAYROLL TAXES 7,581 2,527   5,054
    FOREIGN TAXES PAID 729 729   0
    P.O. BOX RENTAL 61 61   0
    OFFICE SUPPLIES 611 611   0
    PAYROLL PROCESSING FEES 29 29   0
    TRAVEL EXPENSES 1,591 1,591   0
    RECORDS SECURITY SYSTEM 375 375   0
    INVESTMENT MGMT FEES-MORGAN STANLEY 54,502 54,502   0
    INVESTMENT PUBLICATIONS 156 156   0
    ANNUAL CORP REGISTRATION 60 60   0
    WEBSITE MAINTENANCE 164 164   0
    CONSULTING SERVICES 1,450 1,450   0


    TY 2020 OtherNotesLoansRcvblShortSch2
    Name:
    THE SHOFF FOUNDATION INC
    EIN:
    45-2717854
    Name of 501(c)(3) Organization Balance Due
    RLM ENERPRISES INC
          		0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SHOFF FOUNDATION INC
    EIN:
    45-2717854
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES-CONSULTING 5,600 2,800   2,800