Form990-PF
Click to see list of attachments

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 07-01-2020 , and ending 06-30-2021
Name of foundation
The Charles R Whitfield Charitable
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)5909 Primrose Lane
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Stillwater, OK74074
A Employer identification number

20-0100958
B Telephone number (see instructions)

(405) 533-7901
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,526,039J 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 38 38  
4 Dividends and interest from securities... 24,068 24,068  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,061
b Gross sales price for all assets on line 6a 691,894
7 Capital gain net income (from Part IV, line 2)... 14,061
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........ 38,167 38,167  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,132 14,954    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 100      
b Accounting fees (attach schedule)....... Click to see attachment 9,443      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 346      
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 list of attachments 7,150 6,409    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,171 21,363   0
25 Contributions, gifts, grants paid....... 145,425 145,425
26 Total expenses and disbursements. Add lines 24 and 25 187,596 21,363   145,425
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -149,429
b Net investment income (if negative, enter -0-) 16,804
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............. 36,198 20,111 20,111
2 Savings and temporary cash investments......... 32,879 136,565 136,565
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 8,760 Click to see attachment8,760 4,460
b Investments—corporate stock (attach schedule)....... 1,336,428 Click to see attachment1,099,398 1,364,903
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet500
Less: accumulated depreciation (attach schedule) bullet500      
15 Other assets (describe bullet)   Click to see attachment1  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,414,265 1,264,835 1,526,039
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) Click to see attachment551 Click to see attachment550
23 Total liabilities (add lines 17 through 22)......... 551 550
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........... 1,413,714  
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)..... 1,413,714 1,264,285
30 Total liabilities and net assets/fund balances (see instructions). 1,414,265 1,264,835
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,413,714
2
Enter amount from Part I, line 27a .....................
2
-149,429
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,264,285
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,264,285
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 1000.0000 Acorda Therapeutics Inc P 2019-06-03 2020-12-23
b 33.3333 Actinium Pharmaceuticals Inc P 2017-02-03 2020-12-23
c 66.6667 Actinium Pharmaceuticals Inc P 2018-03-02 2020-12-23
d 500.0000 Advaxis Inc Com Par $0.001 P 2019-04-01 2020-12-23
e 13.0000 Aikido Pharma Inc P 2014-10-03 2020-12-23
187.0000 Aikido Pharma Inc P 2019-08-12 2020-12-23
2000.0000 Alkaline Water Co Inc P 2020-07-22 2020-09-29
4.0000 Altimmune Inc New P 2014-08-11 2020-12-23
2000.0000 Aytu Bioscience Inc Com Par $0.0001 2018 P 2020-03-10 2020-09-29
61.0000 Benitec Biopharma Inc P 2018-07-09 2020-12-23
5.0000 Benitec Biopharma Inc P 2018-07-09 2020-12-23
200.0000 Biocept Inc Par $0.0001 New P 2019-05-21 2020-12-23
1000.0000 Brainstorm Cell Therapeutics P 2016-07-25 2020-07-27
900.0000 Brainstorm Cell Therapeutics P 2016-07-25 2020-09-29
100.0000 Brainstorm Cell Therapeutics P 2016-07-25 2020-09-29
1000.0000 Cara Therapeutics Inc P 2018-06-01 2020-07-21
681.0000 Cellect WTS Biotechnology Ltd P 2017-03-27 2020-12-23
319.0000 Cellect WTS Biotechnology Ltd P 2017-03-27 2020-12-23
1000.0000 Cenovus Energy Inc P 2017-07-03 2020-12-23
1000.0000 CTI Biopharma Corp New P 2020-10-06 2020-12-23
1000.0000 Evoke Pharma Inc P 2017-06-09 2020-09-29
204.0000 Evoke Pharma Inc P 2020-01-23 2020-09-29
796.0000 Evoke Pharma Inc P 2020-01-23 2020-09-29
100.0000 Exxon Mobil Corp P 2017-10-04 2020-12-23
350.0000 Exxon Mobil Corp P 2018-05-02 2020-12-23
400.0000 Fednat Holding Co P 2015-05-06 2020-07-21
300.0000 Fednat Holding Co P 2015-05-06 2020-07-21
300.0000 Fednat Holding Co P 2015-05-06 2020-07-21
1000.0000 Geron Corp P 2015-05-26 2020-12-23
200.0000 Gulf Res Inc Com Par $0.0005 2020 P 2015-01-30 2020-12-23
100.0000 Ibio Inc Com New P 2014-10-14 2020-12-23
1000.0000 IT Tech Packaging Inc New P 2013-07-03 2020-12-23
1000.0000 Kosmos Energy Ltd P 2019-07-11 2021-06-08
1000.0000 Lordstown Mtrs Corp CL A P 2020-10-09 2021-06-17
333.0000 McDermott Intl Inc New P 2014-03-05 2020-07-06
1000.0000 McDermott Intl Inc New P 2019-05-14 2020-07-06
1000.0000 Navios Maritime Hldgs Inc Com Shs P 2016-12-27 2020-12-23
10.0000 Net Element Inc P 2014-11-20 2020-12-23
1000.0000 Nio Inc P 2020-01-03 2020-09-29
3000.0000 Onconova Therapeutics Inc P 2019-12-30 2020-12-23
1000.0000 OTI On Track Innovations Ltd P 2014-09-10 2020-12-23
1000.0000 QMC Quantum Minerals Corp P 2018-01-31 2020-12-23
1000.0000 Qualstar Corp New P 2017-07-26 2020-07-21
1000.0000 Radiant Logistics Inc P 2017-04-17 2020-12-23
2000.0000 Ricel Pharmaceuticals Inc P 2020-08-10 2020-12-23
400.0000 Schlumberger Ltd P 2019-01-18 2020-12-23
1000.0000 Seabridge Gold Inc P 2014-08-01 2020-09-29
1000.0000 Shanghai Fosun Pharmaceutical Grp Co Ltd P 2020-03-20 2021-06-08
400.0000 Sky Solar Holdings Ltd Spon ADR New P 2017-02-09 2020-09-14
384.0000 Times Neighborhood Holdings Ltd P 2019-12-18 2020-12-23
1000.0000 Times Property Holdings Ltd P 2019-03-19 2020-12-23
500.0000 United Microelectronics P 2017-06-28 2020-12-23
500.0000 United Microelectronics P 2017-06-28 2020-12-23
1100.0000 Vaxart Inc New P 2020-01-30 2020-07-15
800.0000 Vaxart Inc New P 2020-01-30 2020-07-15
100.0000 Vaxart Inc New P 2020-01-30 2020-07-15
47.0000 Viatris Inc Com P 2020-11-17 2020-12-23
10000.0000 Voyant Int'l Corp P 2009-03-24 2020-09-24
1000.0000 W & T Offshore Inc P 2019-06-06 2020-12-23
325.4080 Goldman Sachs Core Fixed Income Fund P 2020-03-09 2020-08-18
0.0050 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-10 2020-07-15
15.6850 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-10 2020-08-19
5.3150 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-13 2020-08-19
30.4840 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-13 2020-09-15
27.5160 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-13 2020-09-15
733.5910 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-13 2020-11-19
97.2580 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-27 2020-11-19
277.0910 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-03-27 2020-11-19
137.2390 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-07-16 2020-11-19
48.7310 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-07-16 2020-11-19
0.0190 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-07-16 2021-05-19
0.0110 Goldman Sachs Treas Acc 0-1 Yr ETF P 2020-07-16 2021-05-19
355.0000 Goldman Sachs ETF TR Active Beta Int'l P 2020-03-10 2020-07-16
63.0000 Goldman Sachs ETF TR Active Beta Int'l P 2020-03-10 2020-08-19
237.0000 Goldman Sachs ETF TR Active Beta Int'l P 2020-03-10 2020-09-15
158.0000 Goldman Sachs ETF Tr ActiveBETA Emerging P 2020-03-27 2020-08-19
59.0000 Goldman Sachs ETF Tr ActiveBETA Emerging P 2020-03-27 2020-09-15
540.0000 Goldman Sachs ETF TR ActiveBETA US LgCap P 2020-03-27 2020-07-16
199.0000 Goldman Sachs ETF TR ActiveBETA US LgCap P 2020-03-27 2020-08-19
213.0000 Goldman Sachs ETF TR ActiveBETA US LgCap P 2020-03-27 2020-09-15
157.0000 Ishares MSCI USA Small Cap Multifactor P 2020-03-27 2020-07-16
136.0000 Ishares MSCI USA Small Cap Multifactor P 2020-03-27 2020-08-19
37.0000 Ishares MSCI USA Small Cap Multifactor P 2020-03-27 2020-09-15
88.4190 Ishares MSCI USA Small Cap Multifactor P 2020-03-27 2020-11-19
178.0000 Ishares Inc MSCI Austrailia ETF P 2020-03-27 2020-08-19
53.0000 Ishares Inc MSCI Austrailia ETF P 2020-03-27 2020-09-15
71.9170 Ishares Inc MSCI Austrailia ETF P 2020-03-27 2020-11-19
69.0000 Ishares MSCI Japan ETF New P 2017-09-11 2020-08-19
61.0000 Ishares MSCI Japan ETF New P 2017-09-11 2020-09-15
229.7600 Ishares MSCI Japan ETF New P 2017-09-11 2020-11-19
102.6330 Ishares MSCI Japan ETF New P 2017-10-13 2020-11-19
59.0000 Ishares MSCI Sweden ETF P 2020-03-27 2020-08-19
46.0000 Ishares MSCI Sweden ETF P 2020-03-27 2020-09-15
29.0000 Ishares MSCI Switzerland ETF P 2018-08-31 2020-08-19
61.0000 Ishares MSCI Switzerland ETF P 2018-08-31 2020-09-15
509.1780 Ishares MSCI Switzerland ETF P 2018-08-31 2020-11-19
16.3710 Ishares MSCI Switzerland ETF P 2019-12-31 2020-11-19
90.9720 Ishares MSCI Switzerland ETF P 2020-07-16 2020-11-19
0.0280 Ishares MSCI Switzerland ETF P 2020-07-16 2021-05-19
7.0000 Ishares TR 3-7 YR Treas BD ETF P 2017-09-11 2020-08-19
154.0000 Ishares TR Barclays 1-3 Treas BD ETF P 2020-03-27 2020-11-19
10.0000 Ishares TR Barclays 7-10 YR Treas BD ETF P 2019-08-15 2020-08-19
128.0000 Ishares TR Core Divid Growth ETF P 2020-03-27 2020-07-16
144.0000 Ishares TR Core Divid Growth ETF P 2020-03-27 2020-09-15
43.0000 Ishares TR IBoxx$ High Yield Corp BD ETF P 2020-03-27 2020-08-19
12.0000 Ishares Trust Ishares MSCI New Zealand P 2020-03-27 2020-09-15
29.0000 SPDR Gold TR Gold SHS P 2017-09-11 2020-07-16
25.0000 SPDR Gold TR Gold SHS P 2017-09-11 2020-08-19
20.0000 SPDR Gold TR Gold SHS P 2017-09-11 2020-09-15
223.0000 SPDR Gold TR Gold SHS P 2017-09-11 2020-11-19
69.0000 SPDR Gold TR Gold SHS P 2019-08-15 2020-11-19
109.0000 Vaneck Vectors Indonesia Index ETF P 2020-03-27 2020-08-19
9.0000 Vanguard Malvern FDS Short Term Inflatio P 2018-01-12 2020-08-19
57.0000 Vanguard Short Term Corp Bond Index Fund P 2016-11-21 2020-08-19
328.9540 Vanguard Short Term Corp Bond Index Fund P 2016-11-21 2020-11-19
153.4640 Vanguard Short Term Corp Bond Index Fund P 2017-07-05 2020-11-19
1.0000 Xtrackers Harvest CSI 300 China A-Shares P 2020-03-27 2020-09-15
37.0000 Xtrackers Harvest CSI 300 China A-Shares P 2020-03-27 2020-11-19
(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 692   9,652 -8,960
b 358   1,407 -1,049
c 715   1,000 -285
d 172   3,496 -3,324
e 7   1,395 -1,388
104   472 -368
2,297   4,851 -2,554
43   1,905 -1,862
2,067   3,081 -1,014
175   3,456 -3,281
9   283 -274
888   3,998 -3,110
14,640   2,470 12,170
14,107   2,223 11,884
1,564   247 1,317
17,422   15,830 1,592
125   2,421 -2,296
59   1,169 -1,110
5,647   7,734 -2,087
3,324   3,511 -187
4,644   2,815 1,829
947   329 618
3,696   1,286 2,410
4,138   8,273 -4,135
14,483   27,180 -12,697
3,856   10,597 -6,741
2,890   7,947 -5,057
2,892   7,947 -5,055
1,557   4,070 -2,513
790   2,441 -1,651
101   2,046 -1,945
506   2,111 -1,605
3,167   5,992 -2,825
9,785   23,023 -13,238
    7,616 -7,616
    7,390 -7,390
206   1,672 -1,466
108   1,895 -1,787
19,516   3,962 15,554
1,613   1,664 -51
197   4,283 -4,086
150   871 -721
2,155   11,399 -9,244
5,555   5,707 -152
7,155   5,336 1,819
8,545   18,141 -9,596
18,415   9,612 8,803
7,790   3,066 4,724
2,380   2,915 -535
327     327
1,216   2,147 -931
3,990   1,252 2,738
3,990   1,250 2,740
15,917   825 15,092
11,579   600 10,979
1,447   75 1,372
783     783
    565 -565
2,238   4,497 -2,259
3,742   3,671 71
1   1  
1,575   1,579 -4
534   535 -1
3,061   3,068 -7
2,763   2,769 -6
73,446   73,834 -388
9,737   9,803 -66
27,742   27,928 -186
13,740   13,787 -47
4,879   4,896 -17
2   2  
1   1  
9,706   9,567 139
1,807   1,698 109
6,759   6,387 372
5,309   4,092 1,217
1,943   1,528 415
34,658   27,346 7,312
13,619   10,077 3,542
14,377   10,786 3,591
5,509   4,511 998
5,318   3,907 1,411
1,377   1,063 314
3,806   2,540 1,266
3,688   2,659 1,029
1,067   792 275
1,625   1,074 551
4,005   3,785 220
3,573   3,346 227
14,755   12,602 2,153
6,591   5,823 768
2,093   1,451 642
1,635   1,132 503
1,215   1,018 197
2,588   2,142 446
21,966   17,877 4,089
706   668 38
3,924   3,679 245
1   1  
935   874 61
13,296   13,329 -33
1,217   1,124 93
4,904   3,988 916
5,786   4,487 1,299
3,628   3,174 454
699   517 182
4,930   3,716 1,214
4,651   3,204 1,447
3,661   2,563 1,098
39,452   28,575 10,877
12,207   9,769 2,438
1,918   1,252 666
457   439 18
4,724   4,536 188
27,276   26,178 1,098
12,725   12,288 437
34   26 8
1,412   971 441
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       -8,960
b       -1,049
c       -285
d       -3,324
e       -1,388
      -368
      -2,554
      -1,862
      -1,014
      -3,281
      -274
      -3,110
      12,170
      11,884
      1,317
      1,592
      -2,296
      -1,110
      -2,087
      -187
      1,829
      618
      2,410
      -4,135
      -12,697
      -6,741
      -5,057
      -5,055
      -2,513
      -1,651
      -1,945
      -1,605
      -2,825
      -13,238
      -7,616
      -7,390
      -1,466
      -1,787
      15,554
      -51
      -4,086
      -721
      -9,244
      -152
      1,819
      -9,596
      8,803
      4,724
      -535
      327
      -931
      2,738
      2,740
      15,092
      10,979
      1,372
      783
      -565
      -2,259
      71
       
      -4
      -1
      -7
      -6
      -388
      -66
      -186
      -47
      -17
       
       
      139
      109
      372
      1,217
      415
      7,312
      3,542
      3,591
      998
      1,411
      314
      1,266
      1,029
      275
      551
      220
      227
      2,153
      768
      642
      503
      197
      446
      4,089
      38
      245
       
      61
      -33
      93
      916
      1,299
      454
      182
      1,214
      1,447
      1,098
      10,877
      2,438
      666
      18
      188
      1,098
      437
      8
      441
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 14,061
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 58,834
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................................ 1 234
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  
3 Add lines 1 and 2........................... 3 234
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 234
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 532
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 532
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 298
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet298 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFE Whitfield Telephone no.bullet (405) 533-7901

    Located atbullet5909 Primrose LaneStillwaterOK ZIP+4bullet74074
    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
     
     
    .........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
    FEWhitfield President
    8.00     		18,254    
    5909 Primrose Lane
    Stillwater,OK74074
    Mark Whitfield Treasurer
    2.00     		3,300    
    11304 E Richmond Road
    Glencoe,OK74032
    David Loew Director
    2.00     		3,300    
    282 Running Deer
    Grapeland,TX75844
    Shamitri Loew Secretary
    2.00     		278    
    282 Running Deer
    Grapeland,TX75844
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,283,134
    b
    Average of monthly cash balances.......................
    1b
    226,340
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,509,474
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,509,474
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,642
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,486,832
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    74,342
    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
    74,342
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    234
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    234
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,108
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    74,108
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    74,108
    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
    145,425
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    145,425
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    145,425
    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 74,108
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 11,320
    e From 2019...... 34,291
    fTotal of lines 3a through e........ 45,611
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 145,425
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 74,108
    e Remaining amount distributed out of corpus 71,317
    5 Excess distributions carryover applied to 2020.    
    (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 5 116,928
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		116,928
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 11,320
    d Excess from 2019.... 34,291
    e Excess from 2020.... 71,317
    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
    First United Methodist Church
    400 West Seventh Street
    Stillwater,OK74074     		None PC General Religious 7,000
    University of The Cumberlands
    6191 College Station Drive
    Williamsburg,KY40769     		None PC Scholarship Fund 30,000
    Light On A Hill Church
    212 W Chestnut Street
    Grapeland,TX75844     		None PC General Religious 10,000
    Cook Children's Medical Center
    801 Seventh Avenue
    Fort Worth,TX76104     		None PC Benefit Children's Hospital 3,000
    Grapeland Teen Center
    210 W Chestnut Street
    Grapeland,TX75844     		None PC Youth Center 10,000
    Heifer International
    1 World Avenue
    Little Rock,AR72202     		NONE PC Charity Ending Hunger and Poverty 1,925
    Marine Toys for Tots
    18251 Quantico Gateway Drive
    Triangle,VA22172     		NONE PC Childrens Toy Fund 2,000
    Special Olympics Oklahoma
    6835 S Canton Ave
    Tulsa,OK74136     		NONE PC Special Olympics 2,000
    St Jude Children's Hospital
    262 Danny Thomas Place
    Memphis,TN38105     		NONE PC Childrens Research Hospital 2,000
    Habitat for Humanity
    PO Box 912
    Stillwater,OK74076     		NONE PC Provide Homes for Those in Need 1,000
    Make a Wish Oklahoma
    1900 NW Expressway Suite 700
    Oklahoma City,OK73118     		NONE PC Fund Activities for Seriously Ill Children 2,000
    Salvation Army
    615 Slaters Lane
    Alexandria,VA22313     		NONE PC Disaster relief, End hunger and Poverty 17,000
    UMCOR
    458 Ponce De Leon ave NE
    Atlanta,GA30308     		NONE PC Disaster relief, Global health and Humanitarian relief 30,000
    Alice Lloyd College
    100 Purpose Road
    Pippa Passes,KY41844     		NONE PC Scholarship Fund 5,000
    National WWII Museum
    945 Magazine St
    New Orleans,LA70130     		NONE PC Historical Education 500
    Pleasant Hill Childrens Home
    PO Box 1177
    Fairfield,TX75840     		NONE PC Support Childrens Home 10,000
    Adult Teen Challenge
    5250 NTowne Center Drive
    Ozark,MO65721     		NONE PC Support Drug & Alcohol Recovery Programs 5,000
    Our Daily Bread Ministries
    PO Box 2222
    Grand Rapids,MI49501     		NONE PC General Religious 5,000
    Alzheimer's Association
    114 S Independence St
    Enid,OK73701     		NONE PC Medical Research 2,000
    Total .................................bullet 3a 145,425
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 38  
    4 Dividends and interest from securities....     14 24,068  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 14,061  
    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)..   38,167  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    38,167
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 9,443 0 0 0

    TY 2020 GeneralExplanationAttachment
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF Form 990PF Part VIIIStatement Regarding F.E. Whitfield Compensation:Paid by the Foundation $ 3,300Paid by Rhodes Securities Inc. 306 West 7th Street Fort Worth Tx 76102 14,954 (Investment management fees) -------- Total $18,254 ========

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ATLANTIS TECHNOLOGY GROUP 465  
    Pfizer Incorporated 12,268 14,842
    STRIKER OIL & GAS INC 3,335  
    VOYANT INTL CORP    
    EMERGING WORLD PHARM INC 2,465  
    VANTAGE DRILLING 1,385 6
    ANGIOSOMA INC. 490 1
    IMMUNOCELLULAR THERAPEUTICS 2,726 2
    INTELLIPHARMACEUTICS INTERNATIONAL INC 3,665 18
    MCDERMOTT INTL INC    
    IT Tech Packaging Inc New    
    Federated National Holding Co.    
    Geron Corp.    
    Ibio Inc.    
    Net Element Inc.    
    OTI On Track Innovations    
    Altimmune Inc.    
    Seabridge Gold Inc.    
    Aikido Pharma Inc    
    ISHARES TR 3-7 YR TREAS 38,804 39,717
    Armata Pharmaceuticals 2,177 12
    Black Stallion Oil & Gas 2,451  
    Sellas Life Sciences Group Inc. 3,076 11
    Gulf Resources Inc.    
    PHIO Pharmaceuticals Corp. 5,639 7
    Wisdom Tree India 27,980 36,341
    Actinium Pharmaceuticals Inc.    
    Brainstorm Cell Therapeutics    
    Cellect WTS Biotechnology LTD    
    Evoke Pharma Inc.    
    Navios Maritime Holdings    
    Pura Naturals 2,535  
    Radiant Logistics Inc.    
    Seanergy Maritime Holdings Corp. 1,582 9
    Sky Solar Holdings ADR LTD Co SPON    
    United Microelectronics Corp ADR    
    Vanguard Short Term Corp Bond Index Fund 26,340 27,249
    Cara Therapeutics Inc.    
    Cenovus Energy Inc.    
    Chesapeake Granite Wash Trust 1,670 780
    Exxon Mobil Corp    
    Perk Labs Inc 2,015 77
    Liberty One Lithium Corp 1,593 45
    QMC Quantum Minerals Corp    
    Qualstar Corp New    
    Real Goods Solar Inc CL A 2017 2,306 12
    Ishares MSCI Japan ETF New 32,350 37,893
    SPDR Gold TR Gold SHS    
    Vanguard Malvern FDS Short Term Inflatio 32,932 35,349
    Acorda Therapeutics Inc.    
    Advaxis Inc Com Par    
    Benitec Biopharm ADR LTD SPON    
    Biocept Inc Par    
    Blue Eagle Lithium Inc. 2,882 60
    Simply Inc (RDST FR Cool Holdings Inc.) 7,112 275
    Yumanity Therapeutics Inc 8,771 583
    Schlumberger LTD    
    Times Property Holdings LTD    
    W&T Offshore Inc.    
    Ishares MSCI Brazil ETF 16,576 20,388
    Ishares MSCI Switzerland ETF    
    Aethlon Med Inc. 1,864 4,920
    Aytu Bioscience Inc. 5,727 5,010
    Kosmos Energy Ltd.    
    Liquid Media Grp Ltd New 5,359 3,500
    Nio Inc.    
    Onconova Therapeutics Inc.    
    Shanghai Fosun Pharmaceutical Grp Co Ltd    
    Vaxart Inc. New 10,861 11,235
    Xunlei Ltd. Spon ADR Repstg Class A Comm 6,233 4,560
    Goldman Sachs Core Fixed Income Fund 69,081 67,260
    Goldman Sachs Treas Acc 0-1 Yr ETF    
    Goldman Sachs ETF TR Act Beta Int'l Equi 102,072 128,611
    Goldman Sachs ETF TR Act Beta Emerging 58,608 76,902
    Goldman Sachs ETF TR Act Beta USLargeCap 154,939 263,218
    Ishares MSCI USA Small Cap MultiFactor 31,781 60,675
    Ishares Inc MSCI Austrailia ETF 28,684 48,919
    Ishares MSCI Chile ETF 10,334 14,906
    Ishares MSCI Sweden ETF 18,081 34,104
    Ishares TR Barclays 1-3 Treas Bd ETF    
    Ishares TR Barclays 7-10 Yr Treas Bd ETF 31,241 32,106
    Ishares TR IBoxx $ High YieldCorp BD ETF 23,734 28,310
    Ishares TR Core Divid Growth ETF 33,237 53,717
    Ishares TR MSCI United Kingdom Small Cap 22,866 33,531
    Ishares Trust Ishares MSCI New Zealand 9,750 13,741
    Vaneck Vectors Indonesia Index ETF 9,141 14,359
    XTrackers Harvest CSI 300 China A-Shares 13,564 20,964
    Hoth Therapeutics Inc   10
    Times Neighborhood Holdings Ltd    
    Aileron Therapeutics Inc. 1,540 1,250
    Hecla Mining Company 7,540 7,440
    Lynas Rare Earths Ltd 5,015 4,295
    Oncolytics Biotech Inc New 7,551 5,540
    PAE Inc CL A 10,076 8,900
    RLX Technology Inc ADR 11,535 8,730
    Sol-Gel Technologies Ltd 12,839 12,380
    Yalla Group Ltd 7,359 9,995
    Goldman Sachs ActiveBeta US Small Cap Eq 64,810 84,450
    Ishares MSCI Germany ETF 22,372 25,708
    Ishares MSCI South Korea ETF 16,509 20,500
    Vaneck Vectors ETF TR Emerging Mkts High 13,163 13,567
    Vaneck Vectors Fallen Angel High Yield 26,342 27,913

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    8,760
    State & Local Government Securities - End of Year Fair Market Value:


    4,460


    TY 2020 LandEtcSchedule2
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Miscellaneous 500 500    


    TY 2020 LegalFeesSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 100 0 0 0


    TY 2020 OtherAssetsSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Rounding   1  


    TY 2020 OtherExpensesSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charges 100      
    Investment Management Fees 6,409 6,409    
    Office Expense 5      
    Travel and Other Expense 636      


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Other Payables 550 550
    Rounding 1  


    TY 2020 TaxesSchedule
    Name:
    The Charles R Whitfield Charitable
     
    Foundation
    EIN:
    20-0100958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Other Taxes 346