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 PETER HALMOS FAMILY FOUNDATION
C/O MEYERS EVANS & FEAGANSPA
Number and street (or P.O. box number if mail is not delivered to street address)5090 PGA BOULEVARD SUITE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH GARDENS, FL33418
A Employer identification number

59-2409780
B Telephone number (see instructions)

(561) 249-1714
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$3,579,418J 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) 49,676
2 Check bullet.............
3 Interest on savings and temporary cash investments 4 4  
4 Dividends and interest from securities... 80,604 80,604  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 983,601
b Gross sales price for all assets on line 6a 2,885,115
7 Capital gain net income (from Part IV, line 2)... 983,601
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)....... Click to see attachment 55,535   55,535
12 Total. Add lines 1 through 11........ 1,169,420 1,064,209 55,535
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 45,951 15,317    
c Other professional fees (attach schedule)....        
17 Interest............... 12 12    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,772 217   61
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 2,295 104 1,825  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,030 15,650 1,825 61
25 Contributions, gifts, grants paid....... 138,065 138,065
26 Total expenses and disbursements. Add lines 24 and 25 211,095 15,650 1,825 138,126
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 958,325
b Net investment income (if negative, enter -0-) 1,048,559
c Adjusted net income (if negative, enter -0-)... 53,710
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............. 3,479 14,767 14,767
2 Savings and temporary cash investments......... 705,338 908,926 908,926
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)      
b Investments—corporate stock (attach schedule)....... 1,775,598 Click to see attachment2,514,063 2,646,178
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 bullet49,689
Less: accumulated depreciation (attach schedule) bullet49,689      
15 Other assets (describe bullet) Click to see attachment4,563 Click to see attachment9,547 Click to see attachment9,547
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,488,978 3,447,303 3,579,418
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,488,978 3,447,303
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)..... 2,488,978 3,447,303
30 Total liabilities and net assets/fund balances (see instructions). 2,488,978 3,447,303
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
2,488,978
2
Enter amount from Part I, line 27a .....................
2
958,325
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,447,303
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
3,447,303
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 ALPS ETF TR EQUAL SECTOR P 2020-03-26 2020-06-18
b ARBOR REALTY TRUST INC P 2020-01-08 2020-06-18
c BARRETT BUSINESS SERVICES P 2020-11-05 2020-11-13
d CSS INDUSTRIES INC P 2019-07-29 2020-02-25
e CONAGRA BRANDS INC P 2020-04-03 2020-04-15
FLEXSHARES INTERNATIONAL QUALITY P 2019-06-13 2020-02-28
GREIF INC P 2020-01-08 2020-01-22
IRON MOUNTAIN INCORPORATED P 2020-02-19 2020-02-24
ISHARES CORE AGGRESSIVE ALLOCATION P 2020-01-08 2020-07-31
KKR & CO INC P 2019-12-24 2020-02-25
ELI LILLY & CO P 2020-11-27 2020-12-21
PETMED EXPRESS INC P 2019-12-17 2020-02-25
STARWOOD PROPERTY TRUST INC P 2019-06-06 2020-02-28
VERIZON COMMUNICATIONS P 2020-02-20 2020-02-25
CLEARWAY ENERGY INC P 2016-08-10 2020-10-28
LIBERTY ALL-STAR GROWTH FUND INC P 2018-01-03 2020-10-02
METLIFE INC P 2016-11-10 2020-01-22
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-24
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ALPS ETF TR MEDICAL BREAKTHROUGHS P 2019-06-17 2020-02-25
ARBOR REALTY TRUST INC P 2020-03-30 2020-06-18
BARRETT BUSINESS SERVICES P 2020-11-05 2020-11-30
CSS INDUSTRIES INC P 2020-01-17 2020-02-25
CONAGRA BRANDS INC P 2020-04-03 2020-11-09
FOX CORPORATION P 2019-12-09 2020-01-22
GREIF INC P 2020-01-08 2020-11-11
ISHARES CORE S&P 500 ETF P 2019-12-24 2020-10-28
ISHARES CORE AGGRESSIVE ALLOCATION P 2020-03-26 2020-07-31
KKR & CO INC P 2020-01-17 2020-02-25
LIONS GATE ENTMT CORP P 2019-11-06 2020-01-06
PETMED EXPRESS INC P 2020-01-08 2020-02-25
STATE STREET CORP P 2019-12-10 2020-01-22
VIACOMCBS INC P 2020-11-25 2020-12-02
COMCAST CORP P 2019-07-11 2020-12-23
LIBERTY ALL-STAR GROWTH FUND INC P 2018-03-13 2020-10-02
PATTERN ENERGY GROUP INC P 2016-12-20 2020-02-28
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-24
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ALBEMARLE CORPORATION P 2019-07-19 2020-01-09
ARBOR REALTY TRUST INC P 2020-03-30 2020-10-28
BARRETT BUSINESS SERVICES P 2020-11-23 2020-11-30
CSS INDUSTRIES INC P 2020-01-17 2020-03-05
CONAGRA BRANDS INC P 2020-04-27 2020-11-09
FOX CORPORATION P 2019-12-11 2020-01-22
HANESBRAND INC P 2020-02-20 2020-08-26
ISHARES CORE S&P US GROWTH ETF P 2019-12-24 2020-10-28
ISHARES CORE GROWTH ALLOCATION P 2019-07-08 2020-01-22
KROGER CO P 2019-03-08 2020-02-28
LIONS GATE ENTMT CORP P 2019-11-06 2020-01-06
PETMED EXPRESS INC P 2020-01-24 2020-02-25
STATE STREET CORP P 2019-12-11 2020-01-22
W P CAREY INC P 2019-12-17 2020-02-25
DEERE & CO P 2019-04-22 2020-06-18
LIBERTY ALL-STAR GROWTH FUND INC P 2018-06-12 2020-10-02
SUNLIFE FINANCIAL INC P 2018-02-07 2020-02-25
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-24
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ALBEMARLE CORPORATION P 2019-11-01 2020-01-09
ARBOR REALTY TRUST INC P 2020-09-25 2020-10-28
BED BATH & BEYOND INC P 2020-02-19 2020-08-27
CVS HEALTH CORPORATION P 2020-01-09 2020-02-20
COSTCO WHOLESALE CORP- NEW P 2019-12-24 2020-02-21
GAMING & LEISURE PROPERTIES P 2019-11-05 2020-02-24
HARLEY DAVIDSON INC P 2019-12-24 2020-10-28
ISHARES TRUST ISHARES JP MORGAN USD P 2019-06-17 2020-02-24
ISHARES CORE GROWTH ALLOCATION P 2019-12-06 2020-01-22
LAMAR ADVERTISING COMPANY P 2019-11-01 2020-02-25
MARATHON PETE CORP P 2019-08-19 2020-07-31
PETMED EXPRESS INC P 2020-02-10 2020-02-25
SUNRUN INC P 2020-01-17 2020-02-25
W P CAREY INC P 2019-12-20 2020-02-25
ETF SERIES SOLUTIONS GADSDEN DYNAMIC P 2019-07-08 2020-10-28
LIBERTY ALL-STAR GROWTH FUND INC P 2018-09-11 2020-10-02
THOR INDUSTRIES INC P 2018-09-26 2020-01-22
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-24
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ALBEMARLE CORPORATION P 2019-11-01 2020-02-21
ARCHER-DANIELS-MIDLAND CO P 2019-12-17 2020-10-28
BLACKROCK ENHANCED EQUITY P 2019-07-11 2020-01-08
CARNIVAL CORP P 2020-03-18 2020-12-04
DEERE & CO P 2019-12-18 2020-06-18
GAMING & LEISURE PROPERTIES P 2019-11-05 2020-02-24
HARLEY DAVIDSON INC P 2020-03-26 2020-10-28
ISHARES TRUST ISHARES JP MORGAN USD P 2019-12-17 2020-02-24
ISHARES CORE GROWTH ALLOCATION P 2020-01-08 2020-01-22
LAMAR ADVERTISING COMPANY P 2020-01-13 2020-02-25
MARATHON PETE CORP P 2019-12-18 2020-07-31
PETMED EXPRESS INC P 2020-02-19 2020-04-15
SUNRUN INC P 2020-01-17 2020-02-25
W P CAREY INC P 2020-02-25 2020-02-25
EATON VANCE TAX ADVANTAGED P 2017-06-12 2020-02-24
LIBERTY ALL-STAR GROWTH FUND INC P 2018-09-12 2020-10-02
THOR INDUSTRIES INC P 2018-09-26 2020-01-22
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ALBEMARLE CORPORATION P 2019-11-01 2020-06-18
ARCHER-DANIELS-MIDLAND CO P 2019-12-17 2020-10-28
BLACKROCK ENHANCED EQUITY P 2019-12-11 2020-01-08
CHEMOURS COMPANY P 2019-12-12 2020-02-24
DEERE & CO P 2020-03-26 2020-06-18
GAMING & LEISURE PROPERTIES P 2019-11-05 2020-06-18
HIGHWOODS PROPERTIES INC P 2019-03-04 2020-02-24
ISHARES TRUST ISHARES JP MORGAN USD P 2019-12-17 2020-06-18
ISHARES TR ISHARES MSCI USA MOMENTUM P 2019-12-24 2020-10-30
LIBERTY ALL-STAR GROWTH FUND INC P 2019-12-05 2020-10-02
MARATHON PETE CORP P 2020-04-29 2020-07-31
PLYMOUTH INDUSTRIAL REIT INC P 2019-08-21 2020-02-28
THOR INDUSTRIES INC P 2019-10-18 2020-01-22
W P CAREY INC P 2020-02-25 2020-02-25
INTERNATIONAL PAPER CO P 2019-07-16 2020-10-28
LIBERTY ALL-STAR GROWTH FUND INC P 2018-09-12 2020-12-10
THOR INDUSTRIES INC P 2018-10-03 2020-01-22
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ALBERMARLE CORPORATION P 2020-03-27 2020-06-18
ARCHER-DANIELS-MIDLAND CO P 2020-03-26 2020-10-28
BRISTOL MYERS SQUIBB CO P 2019-12-05 2020-01-24
CHEMOURS COMPANY P 2019-12-17 2020-02-24
ETF SERIES SOLUTIONS GADSDEN DYNAMIC P 2019-12-11 2020-10-28
GAMING & LEISURE PROPERTIES P 2020-04-29 2020-06-18
HORMEL FOODS CORP P 2020-01-08 2020-04-15
ISHARES TRUST ISHARES JP MORGAN USD P 2020-03-26 2020-06-18
ISHARES TR ISHARES MSCI USA MOMENTUM P 2020-02-11 2020-10-30
LIBERTY ALL-STAR GROWTH FUND INC P 2019-12-11 2020-12-10
METLIFE INC P 2019-11-22 2020-01-22
REALITY SHS ETR TR P 2020-01-10 2020-10-28
TIMKEN CO P 2019-12-06 2020-06-18
MARVELL TECHNOLOGY GROUP LLC P 2019-12-17 2020-07-24
INVESCO EXCHANGE TRADED FD T II P 2018-05-07 2020-02-26
LIBERTY ALL-STAR GROWTH FUND INC P 2018-09-12 2020-12-10
UBS AG LONDON BRH P 2019-01-18 2020-03-27
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ENTERPRISE PRODUCTS PARTNERS LP K-1 P    
ALBERMARLE CORPORATION P 2020-04-14 2020-06-18
BADGER METER INC P 2020-03-26 2020-06-18
BRISTOL MYERS SQUIBB CO P 2019-12-10 2020-01-24
CHEVRON CORPORATION P 2020-03-26 2020-11-30
ETF SERIES SOLUTIONS PICKENS P 2019-03-06 2020-01-31
GILEAD SCIENCES INC P 2020-02-18 2020-02-25
HORMEL FOODS CORP P 2020-01-22 2020-04-15
ISHARES IBOXX HIGH YIELD P 2019-06-13 2020-02-25
ISHARES TR ISHARES MSCI USA MOMENTUM P 2020-02-11 2020-11-09
LIBERTY ALL-STAR GROWTH FUND INC P 2020-01-03 2020-12-10
METLIFE INC P 2020-03-13 2020-12-18
SL GREEN REALTY CORP P 2020-04-28 2020-06-18
TIMKEN CO P 2020-03-26 2020-06-18
MARVELL TECHNOLOGY GROUP LLC P 2020-01-17 2020-07-27
IRON MOUNTAIN INCORPORATED REIT NEW P 2017-01-13 2020-02-24
LIBERTY ALL-STAR GROWTH FUND INC P 2019-01-03 2020-10-02
VERIZON COMMUNICATIONS P 2018-01-12 2020-02-25
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ICAHN ENTERPRISES LP K-1 P    
ALBERMARLE CORPORATION P 2020-04-29 2020-06-18
BADGER METER INC P 2020-03-26 2020-10-28
BRISTOL MYERS SQUIBB CO P 2019-12-10 2020-02-20
CHEVRON CORPORATION P 2020-03-27 2020-11-30
EATON VANCE TAX ADVANTAGE P 2019-12-11 2020-02-24
GILEAD SCIENCES INC P 2020-02-19 2020-02-25
HUNTSMAN CORP P 2019-12-24 2020-10-28
ISHARES IBOXX HIGH YIELD P 2019-06-13 2020-02-25
ISHARES TR ISHARES MSCI USA MOMENTUM P 2020-11-03 2020-11-09
LIBERTY ALL-STAR GROWTH FUND INC P 2020-01-09 2020-12-10
OCCIDENTAL PETE CORP P 2019-11-15 2020-01-22
SPDR DOW JONES INDL AVERAGE P 2020-01-09 2020-11-13
UBS AG LONDON P 2019-12-10 2020-03-27
UBS GROUP AG P 2019-04-18 2020-02-25
IRON MOUNTAIN INCORPORATED REIT NEW P 2017-01-13 2020-02-24
LIBERTY ALL-STAR GROWTH FUND INC P 2019-03-12 2020-10-02
VERIZON COMMUNICATIONS P 2018-02-07 2020-02-25
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ICAHN ENTERPRISES LP K-1 P    
ALBERMARLE CORPORATION P 2020-04-29 2020-06-18
BADGER METER INC P 2020-09-01 2020-10-28
BRISTOL MYERS SQUIBB CO P 2019-12-10 2020-02-20
CHEVRON CORPORATION P 2020-03-27 2020-11-30
EVERCORE INC P 2019-10-28 2020-10-28
GLOBAL MEDICAL REIT INC P 2019-08-20 2020-02-19
HUNTSMAN CORP P 2020-03-26 2020-10-28
ISHARES MSCI KLD 400 SOCIAL P 2019-12-10 2020-01-22
ISHARES TR ISHARES CORE DIVIDEND P 2019-12-04 2020-11-11
LIBERTY ALL-STAR GROWTH FUND INC P 2020-03-10 2020-12-10
OCCIDENTAL PETE CORP P 2019-12-06 2020-01-22
SPDR SERIES TRUST P 2020-01-09 2020-02-24
UBS AG LONDON P 2019-12-10 2020-03-27
UBS GROUP AG P 2019-08-19 2020-02-25
IRON MOUNTAIN INCORPORATED REIT NEW P 2017-04-24 2020-02-24
LIBERTY ALL-STAR GROWTH FUND INC P 2019-06-11 2020-10-02
OBESITY ETF P 2020-02-21 2020-03-19
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
CNX ACTIVITY AFTER SALE P    
ALBERMARLE CORPORATION P 2020-04-29 2020-10-28
BALL CORP P 2020-04-08 2020-06-18
BRISTOL MYERS SQUIBB CO P 2019-12-10 2020-08-27
CINCINNATI FINANCIAL CORP P 2020-05-05 2020-07-27
EVERCORE INC P 2020-01-14 2020-10-28
GLOBAL MEDICAL REIT INC P 2019-12-10 2020-02-19
INTERNATIONAL PAPER CO P 2020-08-03 2020-10-28
ISHARES MSCI KLD 400 SOCIAL P 2019-12-11 2020-01-22
ISHARES TR ISHARES CORE DIVIDEND P 2019-12-10 2020-11-11
LIBERTY ALL-STAR GROWTH FUND INC P 2020-03-26 2020-12-10
OCCIDENTAL PETE CORP P 2019-12-06 2020-06-18
SPDR SERIES TRUST P 2020-01-17 2020-02-24
UBS AG LONDON P 2019-12-11 2020-03-27
ALPS ETF TR EQUAL SECTOR WEIGHT ETF P 2017-12-29 2020-02-24
ISHARES TRUST ISHARES RESIDENTIAL P 2018-02-07 2020-02-25
LIBERTY ALL-STAR GROWTH FUND INC P 2019-09-10 2020-10-02
OCCIDENTAL PETE CORP COM P 2020-03-13 2020-08-03
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ENTERPRISE ACTIVITY AFTER SALE P    
ALBERMARLE CORPORATION P 2020-09-25 2020-10-28
BALL CORP P 2020-04-08 2020-11-09
BRISTOL MYERS SQUIBB CO P 2020-03-26 2020-08-27
CITIGROUP INC P 2020-03-26 2020-06-18
EVERCORE INC P 2020-01-17 2020-10-28
GLOBAL MEDICAL REIT INC P 2020-01-24 2020-02-19
INVESCO EXCHANGE TRADED FUND TRUST P 2019-10-14 2020-02-25
ISHARES MSCI KLD 400 SOCIAL P 2019-12-11 2020-01-22
ISHARES TR ISHARES CORE DIVIDEND P 2019-12-11 2020-11-11
LIBERTY ALL-STAR GROWTH FUND INC P 2020-06-09 2020-12-10
OCCIDENTAL PETE CORP P 2020-03-13 2020-06-18
SPDR SERIES TRUST P 2020-01-17 2020-06-18
VANGUARD MEGA CAP VALUE ETF P 2020-03-09 2020-10-28
ALPS ETF TR EQUAL SECTOR WEIGHT ETF P 2017-12-29 2020-06-18
J P MORGAN EXCHANGE TRADED P 2018-07-25 2020-05-05
LIBERTY ALL-STAR GROWTH FUND INC P 2019-12-05 2020-12-10
ALPHA ARCH ETF SERIES SOLUTION P 2019-12-11 2020-11-02
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-30
ALLISON TRANSMISSION HOLDING P 2020-03-27 2020-06-18
BALL CORP P 2020-09-01 2020-11-09
CME GROUP INC. P 2019-12-17 2020-02-25
CLEARWAY ENERGY INC P 2020-08-17 2020-10-28
EVERCORE INC P 2020-03-26 2020-11-19
GOLDMAN SACHS ETF TRUST P 2019-12-24 2020-10-28
INVESCO EXCHANGE TRADED FD T II S&P P 2020-01-24 2020-11-13
ISHARES CORE AGGRESSIVE ALLOCATION P 2019-07-08 2020-01-22
JP MORGAN EXCHANGE TRADED P 2019-10-18 2020-08-11
LIBERTY ALL-STAR GROWTH FUND INC P 2020-06-09 2020-12-10
PACWEST BANCORP P 2019-08-21 2020-02-25
SPDR SERIES TRUST P 2020-03-26 2020-06-18
VANGUARD MEGA CAP VALUE ETF P 2020-03-09 2020-10-28
BED BATH & BEYOND INC P 2019-07-19 2020-08-27
J P MORGAN EXCHANGE TRADED P 2019-10-18 2020-12-28
LIBERTY ALL-STAR GROWTH FUND INC P 2019-12-06 2020-12-10
ENTERPRISE PRODUCTS PARTNERS LP P 2020-03-11 2020-12-31
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
AMERICAN EXPRESS COMPANY P 2019-12-24 2020-02-21
BARRETT BUSINESS SERVICES P 2020-11-03 2020-11-13
CSS INDUSTRIES INC P 2019-02-12 2020-01-24
COMCAST CORP P 2020-01-09 2020-12-23
EVERCORE INC P 2020-04-29 2020-11-19
GOLDMAN SACHS ETF TRUST P 2020-03-09 2020-10-28
INVESCO EXCHANGE TRADED FD T II INVE P 2020-03-16 2020-07-31
ISHARES CORE AGGRESSIVE ALLOCATION P 2019-12-06 2020-01-22
JP MORGAN EXCHANGE TRADED P 2019-10-18 2020-08-11
ELI LILLY & CO P 2019-12-18 2020-02-25
PATTERN ENERGY GROUP INC P 2019-12-11 2020-02-28
SPDR SERIES TRUST P 2020-03-26 2020-11-13
VANGUARD MEGA CAP VALUE ETF P 2020-03-09 2020-10-28
CITIGROUP INC P 2018-10-31 2020-06-18
JERNIGAN CAPITAL INC P 2017-11-20 2020-11-09
ELI LILLY & CO P 2019-12-18 2020-12-21
ENTERPRISE PRODUCTS PARTNERS LP P 2020-07-06 2020-12-31
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
ANNALY CAPITAL MANAGEMENT P 2019-10-18 2020-02-25
BARRETT BUSINESS SERVICES P 2020-11-04 2020-11-13
CSS INDUSTRIES INC P 2019-07-29 2020-01-24
CONAGRA BRANDS INC P 2020-04-01 2020-04-15
FLEXSHARES INTERNATIONAL QUALITY P 2019-06-13 2020-02-28
GREIF INC P 2019-01-24 2020-01-22
IRON MOUNTAIN INCORPORATED P 2020-01-24 2020-02-24
ISHARES CORE AGGRESSIVE ALLOCATION P 2020-01-08 2020-01-22
OBESITY ETF P 2020-02-19 2020-03-24
ELI LILLY & CO P 2020-08-04 2020-12-21
PATTERN ENERGY GROUP INC P 2019-12-11 2020-03-16
SPDR SERIES TRUST P 2020-07-27 2020-11-13
VANGUARD SPECIALIZED FUNDS P 2019-09-18 2020-02-25
CLEARWAY ENERGY INC P 2016-08-10 2020-02-25
LIBERTY ALL-STAR GROWTH FUND INC P 2018-01-03 2020-10-02
MEDICAL PROPERTIES TRUST INC P 2017-06-09 2020-02-25
PFIZER INC COM P 2019-08-21 2020-11-19
ENTERPRISE PRODUCTS PARTNERS LP P 2004-01-06 2020-12-31
(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 5,857   4,944 913
b 2,850   4,269 -1,419
c 13,231   12,604 627
d 939   522 417
e 5,917   5,315 602
3,836   4,181 -345
4,441   4,300 141
3,360   3,410 -50
5,685   5,828 -143
3,084   2,902 182
15,150   13,197 1,953
2,797   2,295 502
1,955   2,020 -65
10,895   11,048 -153
265   167 98
71   53 18
5,200   4,726 474
19,803     19,803
1,726     1,726
3,557   3,174 383
6,650   3,927 2,723
691   663 28
3,663   1,806 1,857
352   295 57
7,830   7,159 671
4,182   3,870 312
29,568   29,036 532
5,685   4,782 903
5,859   5,848 11
11   8 3
8,391   7,071 1,320
16,280   15,674 606
25,416   24,398 1,018
4,985   4,384 601
152   122 30
2,697   1,954 743
3,496     3,496
195,996     195,996
21,396   22,328 -932
3,391   1,683 1,708
12,438   12,481 -43
94   46 48
3,168   3,113 55
7,830   7,286 544
7,880   7,369 511
7,043   6,069 974
4,855   4,585 270
2,465   2,246 219
10,599   8,296 2,303
8,391   7,467 924
16,280   15,822 458
8,687   7,773 914
1,545   1,691 -146
140   115 25
4,616   4,055 561
59,323     59,323
32,744     32,744
7,132   6,250 882
2,148   2,211 -63
5,953   6,002 -49
14,300   14,593 -293
32,194   29,355 2,839
9,269   8,166 1,103
3,400   3,772 -372
11,662   11,136 526
14,565   14,206 359
8,974   8,009 965
377   480 -103
8,391   8,247 144
6,391   5,049 1,342
8,687   7,807 880
2,853   2,578 275
8   7 1
8,108   8,632 -524
9,823     9,823
96,822     96,822
8,320   5,625 2,695
4,978   4,647 331
2,892   2,703 189
235   88 147
13,908   15,545 -1,637
4,878   4,204 674
6,460   3,952 2,508
10,496   10,265 231
4,855   4,799 56
17,050   17,056 -6
3,390   5,520 -2,130
8,954   8,239 715
1,880   1,515 365
8,687   8,692 -5
2,546   2,195 351
3,557   3,755 -198
8,108   8,632 -524
5,923     5,923
16,284     16,284
783   625 158
4,978   4,648 330
1,928   1,933 -5
3,674   3,328 346
13,908   12,328 1,580
377   430 -53
4,606   4,108 498
1,084   1,140 -56
14,063   12,527 1,536
2,760   2,459 301
14,692   12,470 2,222
1,715   1,685 30
15,405   11,087 4,318
6,949   6,954 -5
4,323   4,301 22
78   63 15
32,431   33,433 -1,002
983     983
97,347   115,336 -17,989
7,042   5,015 2,027
4,480   3,022 1,458
13,274   11,762 1,512
5,511   5,316 195
5,420   4,979 441
6,780   5,216 1,564
9,786   8,902 884
8,676   7,974 702
26,719   25,680 1,039
7,840   6,160 1,680
10,400   9,834 566
9,697   7,691 2,006
4,386   5,366 -980
3,499   2,569 930
835   1,126 -291
506   461 45
365   1,337 -972
98,622     98,622
    1,233 -1,233
7,825   6,475 1,350
5,668   4,691 977
6,637   6,215 422
8,983   11,943 -2,960
2,201   2,230 -29
20,968   20,268 700
14,190   13,627 563
8,712   8,633 79
1,514   1,351 163
94   73 21
4,580   3,024 1,556
4,534   4,461 73
8,333   6,475 1,858
10,498   8,550 1,948
3,024   2,807 217
94   62 32
5,734   5,211 523
16,372     16,372
    114 -114
14,867   12,398 2,469
734   521 213
6,563   6,215 348
4,479   6,075 -1,596
7,637   7,524 113
13,279   12,758 521
2,392   2,452 -60
7,841   7,774 67
12,114   11,518 596
3,920   3,250 670
4,327   3,902 425
26,367   26,006 361
711   2,739 -2,028
1,181   1,332 -151
336   312 24
78   58 20
11,469   10,300 1,169
98,752     98,752
    60 -60
7,825   6,528 1,297
5,873   5,010 863
6,563   6,098 465
4,480   6,076 -1,596
7,868   7,694 174
1,544   1,104 440
4,545   2,946 1,599
12,486   11,744 742
4,285   4,078 207
457   380 77
8,222   7,406 816
16,002   14,232 1,770
18   70 -52
4,607   4,099 508
13,441   12,740 701
91   70 21
9,051   21,475 -12,424
16,372     16,372
117     117
917   652 265
6,249   5,936 313
6,250   6,098 152
8,253   6,005 2,248
15,737   15,056 681
6,174   5,668 506
8,214   6,736 1,478
12,486   11,760 726
8,571   8,264 307
3,920   2,475 1,445
188   390 -202
5,334   4,876 458
729   2,819 -2,090
7,196   6,286 910
7,257   5,038 2,219
89   72 17
126   126  
191,473     191,473
    47,026 -47,026
7,338   6,813 525
946   659 287
6,250   5,256 994
4,214   3,611 603
15,737   15,516 221
6,174   5,960 214
5,624   5,116 508
12,486   11,759 727
8,571   8,269 302
518   381 137
3,386   2,262 1,124
4,758   4,876 -118
1,338   1,309 29
732   698 34
25,137   25,115 22
800   647 153
262   262  
31,762     31,762
3,333   2,947 386
8,514   7,291 1,223
18,816   18,340 476
4,778   4,523 255
17,614   9,340 8,274
6,674   6,455 219
8,599   8,117 482
5,903   5,493 410
50,831   50,500 331
3   2 1
3,095   3,006 89
4,282   3,444 838
5,351   5,237 114
1,215   973 242
25,402   25,250 152
2,352   1,909 443
19,469   15,741 3,728
9,737     9,737
12,123   11,218 905
6,964   6,299 665
934   720 214
4,986   4,539 447
17,614   10,804 6,810
6,007   5,131 876
7,554   6,420 1,134
17,709   17,142 567
25,414   25,250 164
12,277   11,559 718
5,125   5,179 -54
844   383 461
7,432   7,255 177
527   658 -131
8,650   10,215 -1,565
1,683   1,284 399
58,408   53,275 5,133
1,637     1,637
4,852   4,315 537
13,928   13,000 928
3,736   2,088 1,648
329   283 46
2,018   2,201 -183
4,441   3,963 478
10,081   9,570 511
5,903   5,828 75
17,062   9,051 8,011
15,150   13,923 1,227
268   273 -5
7,598   5,278 2,320
18,170   17,815 355
1,913   1,511 402
75   56 19
2,119   1,196 923
3,511   3,511  
10,266     10,266
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       913
b       -1,419
c       627
d       417
e       602
      -345
      141
      -50
      -143
      182
      1,953
      502
      -65
      -153
      98
      18
      474
      19,803
      1,726
      383
      2,723
      28
      1,857
      57
      671
      312
      532
      903
      11
      3
      1,320
      606
      1,018
      601
      30
      743
      3,496
      195,996
      -932
      1,708
      -43
      48
      55
      544
      511
      974
      270
      219
      2,303
      924
      458
      914
      -146
      25
      561
      59,323
      32,744
      882
      -63
      -49
      -293
      2,839
      1,103
      -372
      526
      359
      965
      -103
      144
      1,342
      880
      275
      1
      -524
      9,823
      96,822
      2,695
      331
      189
      147
      -1,637
      674
      2,508
      231
      56
      -6
      -2,130
      715
      365
      -5
      351
      -198
      -524
      5,923
      16,284
      158
      330
      -5
      346
      1,580
      -53
      498
      -56
      1,536
      301
      2,222
      30
      4,318
      -5
      22
      15
      -1,002
      983
      -17,989
      2,027
      1,458
      1,512
      195
      441
      1,564
      884
      702
      1,039
      1,680
      566
      2,006
      -980
      930
      -291
      45
      -972
      98,622
      -1,233
      1,350
      977
      422
      -2,960
      -29
      700
      563
      79
      163
      21
      1,556
      73
      1,858
      1,948
      217
      32
      523
      16,372
      -114
      2,469
      213
      348
      -1,596
      113
      521
      -60
      67
      596
      670
      425
      361
      -2,028
      -151
      24
      20
      1,169
      98,752
      -60
      1,297
      863
      465
      -1,596
      174
      440
      1,599
      742
      207
      77
      816
      1,770
      -52
      508
      701
      21
      -12,424
      16,372
      117
      265
      313
      152
      2,248
      681
      506
      1,478
      726
      307
      1,445
      -202
      458
      -2,090
      910
      2,219
      17
       
      191,473
      -47,026
      525
      287
      994
      603
      221
      214
      508
      727
      302
      137
      1,124
      -118
      29
      34
      22
      153
       
      31,762
      386
      1,223
      476
      255
      8,274
      219
      482
      410
      331
      1
      89
      838
      114
      242
      152
      443
      3,728
      9,737
      905
      665
      214
      447
      6,810
      876
      1,134
      567
      164
      718
      -54
      461
      177
      -131
      -1,565
      399
      5,133
      1,637
      537
      928
      1,648
      46
      -183
      478
      511
      75
      8,011
      1,227
      -5
      2,320
      355
      402
      19
      923
       
      10,266
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 2 983,601
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 78,419
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 14,575
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 14,575
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 14,575
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,400
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,900
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 18,325
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet18,325 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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
     
     
    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 ofbulletBETHANY A EVANS Telephone no.bullet (561) 249-1712

    Located atbullet5090 PGA BOULEVARD SUITE 300PALM BEACH GARDENSFL ZIP+4bullet33418
    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
     
     
    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
    PETER A HALMOS PRES., SEC.
    10.00     		0 0 0
    700 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    NICHOLAS HALMOS VICE PRES.
    1.00     		0 0 0
    700 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    VICKI HALMOS VICE PRES.
    40.00     		0 0 0
    700 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    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 N/A  
    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
    2,948,170
    b
    Average of monthly cash balances.......................
    1b
    250,983
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,199,153
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,199,153
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,987
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,151,166
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    157,558
    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
    157,558
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,575
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,575
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    142,983
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    142,983
    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
    142,983
    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
    138,126
    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
    138,126
    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
    138,126
    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 7 142,983
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 115,301
    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......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 138,126
    a Applied to 2019, but not more than line 2a 115,301
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 22,825
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		120,158
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    PETER HALMOS
    VICKI HALMOS
    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
    THE BASILICA SCHOOL OF SAINT MARY S
    THE BASILICA SCHOOL OF SAINT MARY STAR OF THE SEA
    700 TRUMAN AVENUE
    700 TRUMAN AVENUE
    KEY WEST,FL33040     		    GENERAL 69,565
    GLOBAL SELF FOUNDATION
    GLOBAL SELF FOUNDATION
    47 W DIVISION STREET 196
    47 W DIVISION STREET 196
    CHICAGO,IL60610     		    GENERAL 28,500
    BROWN UNIVERSITY
    BROWN UNIVERSITY
    DIV OF ADVNCMNT BOX 1893
    DIV OF ADVNCMNT BOX 1893
    PROVIDENCE,RI02912     		    GENERAL 6,000
    VANDERBILT UNIVERSITY
    VANDERBILT UNIVERSITY
    PMB407727 2301 VANDERBILT
    PMB407727 2301 VANDERBILT
    NASHVILLE,TN37240     		    GENERAL 2,500
    THE TAFT SCHOOL
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		    GENERAL 2,000
    COMMUNITY FOUNDATION SANTA CRUZ CNT
    COMMUNITY FOUNDATION SANTA CRUZ CNTY
    7807 SOQUEL DRIVE
    7807 SOQUEL DRIVE
    APTOS,CA95003     		    GENERAL 5,000
    COMMUNITY FOUNDATION SANTA CRUZ CNT
    COMMUNITY FOUNDATION SANTA CRUZ CNTY
    7807 SOQUEL DRIVE
    7807 SOQUEL DRIVE
    APTOS,CA95003     		    GENERAL 24,500
    Total .................................bullet 3a 138,065
    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
    aPRINCIPAL PLAYERS         7,302
    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 4  
    4 Dividends and interest from securities....     14 80,604  
    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.....     16    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 983,601  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENTERPRISE PRODUCTS PARTNER     		211110 48,421 18    
    bICAHN 211110 -71 18    
    cCNX MIDSTREAM PARTNERS 211110 -117 18    
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 48,233 1,064,209 7,302
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,119,744
    (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.)
    1A PROVIDING OPPORTUNITY AND FORUM FOR LOCAL YOUTH ACTORS
    1A IN COMMUNITY
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA
    Employer identification number

    59-2409780
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA         		Employer identification number
    59-2409780
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PETER HALMOS
    C/O MEYERS EVANS FEAGANS PA
    5090 PGA BLVD SUITE 300
    PALM BEACH GARDENS, FL33418

    		$ 47,676


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA         		Employer identification number

    59-2409780
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA         		Employer identification number

    59-2409780
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 45,951 15,317    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FILM EQUIPMENT 2004-07-13 5,874 5,874 200DB 5.0000        
    LAPTOP COMPUTER 2004-09-15 2,332 2,332 200DB 5.0000        
    VIDEO EQUIPMENT 2005-06-30 8,021 8,021 200DB 5.0000        
    ROUTER FOR INTERNET 2005-06-30 573 573 200DB 5.0000        
    MUSIC EQUIPMENT FROM GUITAR CENTER 2005-06-30 6,746 6,746 200DB 5.0000        
    PROJECTOR 2005-08-31 958 958 200DB 5.0000        
    MONITOR 2005-08-31 205 205 200DB 5.0000        
    FILM EQUIPMENT 2005-09-30 3,838 3,838 200DB 5.0000        
    CD COLLECTION 2005-09-30 1,517 1,517 200DB 5.0000        
    AUDIO RECORDING DEVICE 2005-10-31 545 545 200DB 5.0000        
    SOUND & MICROPHONE EQUIPMENT 2009-01-25 17,074 17,074 200DB 5.0000        
    HP COMPUTER 2010-03-24 2,006 2,006 200DB 5.0000        

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Statement:
    FLORIDA DOES NOT WANT A COPY OF FORM 990-PF

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LAZARD LTD SHS A 3,942 4,230
    TOTAL S A 1 ADR REPRESENTING 15,422 12,573
    UBS AG LONDON BRH    
    ADVANCED EMISSIONS SOLUTS 28,607 22,000
    ALBERMARLE CORP 13,204 14,752
    ALLISON TRANSMISSION HLD 3,565 4,313
    ALPHA ARCH ETF SERIES 262 313
    ALPS EMERGING SECTOR 26,337 29,549
    ALPS ETF TR EQUAL 618 862
    ALPS ETF TR MEDICAL 14,394 15,369
    ALPS SECTOR DIVIDEND 51,092 49,104
    AMERICAN EXPRESS CO 9,757 12,091
    AMPLIFY HIGH INCOME ETF 1,503 1,593
    AMPLIFY ONLINE RETAIL ETF 10,468 11,432
    ANNALY CAP MGMT INC 2,007 2,619
    ARBOR RLTY TR INC COM 4,208 4,396
    ARCHER DANIELS MIDLAND CO COM 336 504
    AT&T 47,924 43,140
    BADGER METER INC COM 7,834 9,406
    BANK OF AMERICA CORP 10,979 12,124
    BANK OF NEW YORK MELLON CORP 21,232 21,220
    BARRETT BUSINESS SERVICES INC 15,072 14,324
    BED BATH & BEYOND 122 178
    BLACKROCK ENHANCED EQT DIV    
    BLACKROCK MULTI-SECTOR INCOME TRUST 1,709 1,754
    BP PLC SPONSORED ADR 11,462 6,156
    BRANDYWINE RLTY TR 2,503 2,382
    BRIGGS & STRATTON CORP 7,534 128
    BRISTOL MYERS SQUIBB CO COM    
    BRIXMOR PPTY GROUP INC COM 6,945 6,620
    CAMBRIA SHAREHOLDER YIELD ETF 2,952 4,459
    CHEMOURS COMPANY (THE) COM    
    CHEVRON CORP NEW COM 26,413 25,335
    CHIGACO RIVET & MACH CO COM 4,256 4,572
    CITIGROUP INC COM 451 617
    CLEARWAY ENERGY INC 2,725 2,955
    CME GROUP INC COM 17,749 18,205
    COLONY CR REAL ESTATE INC 2,685 1,500
    COMCAST CORP NEW 9,078 10,480
    CORECIVIC INC COM 14,310 5,240
    COSTCO WHSL CORP NEW COM    
    COVANTA HLDG CORP COM 3,948 5,252
    CSS INDS INC COM    
    DEERE & CO COM 1,370 2,690
    DELUXE CORPORATION 10,112 8,760
    DIREXION DAILY HOMEBUILDERS 2,743 4,616
    DOUBLELINE OPPORTUNISTIC 2,060 1,965
    DUKE ENERGY CORP 8,466 9,156
    DUPONT DE NEMOURS INC 12,648 14,222
    EATON VANCE 5,891 7,095
    ENTERPRISE PRODUCTS PARTNERS LP    
    EMQQ THE EMERGING MARKETS INTERNET 50,083 63,580
    ETF SERIES SOLUTIONS GADSDEN DYN    
    ETFIS SERIES TRUST I VIRTUS PRIV 2,555 2,021
    EVERCORE INC CLASS A 5,402 10,964
    EXXON MOBIL CORP 129,791 103,050
    FEDERAL AGRIC MTG 6,679 7,425
    FIDELITY COVINGTON TRUST 17,733 18,405
    FIREEYE INC 1,519 2,306
    FIRST TR EXCHANGE 11,153 11,887
    FIRST TRUST FINANCIALS ALPHADEX 2,528 3,428
    FIRST TRUST MULTI-ASSET DIVERSIFIED 7,339 7,515
    FIRST TRUST NASDAQ CYBERSECURITY ETF 16,691 17,752
    FIRST TRUST NSDAQ ABA CMNTY 23,709 26,861
    FLAHERTY & CRUMRIN PFD 2,163 2,343
    FLEXSHARES HIGH YIELD VALUE-SCORED 4,801 4,912
    FLEXSHARES INTERNATIONAL QUALITY 4,024 4,529
    FLEXSHARES TR QUALITY 3,858 4,944
    FORD MTR CO DEL COM 11,932 13,185
    FOX CORP CL A COM 14,017 14,560
    GABELLI DIVIDEND & INCOME TRUST 1,911 2,146
    GAMING & LEISURE 13,127 13,263
    GILEAD SCIENCES INC COM 11,554 11,652
    GLADSTONE COML CORP 1,938 1,800
    GLOBAL MEDICAL REIT INC COM 3,632 3,918
    GLOBAL X SUPERDIVIDEND 18,018 16,692
    GLOBAL X SUPERDIVIDEND 2,904 2,667
    GOLDMAN SACHS ETF TRUST 14,060 15,895
    GREIF INC 430 469
    H & R BLOCK INC 7,944 7,930
    HARLEY DAVIDSON INC COM 208 367
    HENNESSY ADVISORS INC COM 4,751 4,257
    HIGHWOODS PPTYS INC COM 456 396
    HORMELL FOODS CORP COM 470 466
    HSBC HLDGS PLC SPON 3,600 2,591
    HUNTSMAN CORP COM 155 251
    HUSKY ENERGY INC 8,981 5,934
    ICAHN ENTERPRISES LP 4,194 5,067
    INDEXIQ ETF TRUST IQ S&P 2,510 2,544
    INTERCONTINENTAL EXCHANGE INC COM 9,271 11,529
    INTL PAPER CO COM 355 497
    INVESCO DOW JONES INDUSTRIAL AVERAGE 6,805 7,644
    INVESCO EXCHANGE TRADED FD TR    
    INVESCO EXCHANGE TRADED FD TR II 5,622 5,623
    INVESCO EXCHANGE TRADED FD TR II S&P 18,917 19,188
    INVESCO EXCHANGE TRADED FUND 10,720 14,279
    INVESCO EXCHANGE TRADED FUND TRUST 19,104 25,508
    INVESCO LTD SHS 19,907 26,145
    INVESCO S&P MIDCAP QUALITY ETF 10,451 13,404
    INVESTORS BANCORP INC 1,083 1,056
    IRON MTN INC 26,992 29,480
    ISHARES CORE AGGRESSIVE ALLOCATION    
    ISHARES CORE GROWTH ALLOCATION ETF 4,799 5,220
    ISHARES CORE S&P 500 ETF 3,226 3,754
    ISHARES CORE S&P MID CAP ETF 20,573 22,983
    ISHARES CORE S&P SMALL-CAP ETF 8,293 9,190
    ISHARES CORE S&P U.S. GROWTH ETF 674 887
    ISHARES ESG MSCI USA LEADERS ETF 5,381 6,495
    ISHARES IBOXX HIGH YIELD 864 873
    ISHARES MSCI EAFE ETF 13,860 14,592
    ISHARES MSCI EMERGING MARKETS ETF 4,912 5,167
    ISHARES MSCI KLD 400 SOCIAL ETF    
    ISHARES RESIDENTIAL 12,322 13,570
    ISHARES RUSSELL 2000 ETF 15,909 19,606
    ISHARES RUSSELL 2000 VALUE ETF 22,278 26,350
    ISHARES TR ISHARES CORE DIVIDEND    
    ISHARES TR ISHARES EDGE MSCI USA 1,440 1,613
    ISHARES TRUST ISHARES EDGE MSCI MIN 6,007 6,788
    ISHARES TRUST ISHARES JP MORGAN 997 1,159
    ISHARES U S HEALTHCARE PROVIDERS ETF 9,462 11,734
    ISHARES U.S. INFRASTRUCTURE ETF 2,381 2,999
    J P MORGAN EXCHANGE    
    JANUS DETROIT STREET TRUST JANUS 4,708 6,335
    JERNIGAN CAP    
    JOHN HANCOCK HDG EQ & INC FD COM 3,564 3,432
    JPMORGAN CHASE & CO ALERIAN MLP 15,825 13,890
    JPMORGAN CHASE & CO COM 10,866 12,707
    JUNIPER NETWORKS INC 3,065 2,251
    KAISER ALUMINUM CORP COM 14,964 19,780
    KEURIG DR PEPPER INC COM 2,881 3,200
    KINDER MORGAN 27,111 20,505
    KINGSTONE COS 1,689 665
    KKR & CO INC CL A 308 405
    KROGER CO COM 6,995 6,352
    LADDER CAP CORP 9,210 4,890
    LAMAR ADVERTISING 13,535 16,644
    LEGGETT & PLATT INC COM 5,071 4,430
    LEXINGTON REALTY TRUST COM 1,059 1,062
    LIBERTY ALL-STAR EQUITY FD 7,367 7,447
    LIBERTY ALL-STAR GROWTH 9,512 9,020
    LILLY ELI & CO COM 1,466 1,688
    LIONS GATE ENTMNT CORP CL A VTG    
    LONG TERM CARE ETF 16,059 14,960
    LTC PPTYS INC 4,729 3,891
    MACQUARIE INFRASTRUCTURE CORP COM 13,398 11,265
    MAIN STREET CAPITAL CORP COM 16,792 12,904
    MANULIFE FINL CORP 9,842 10,692
    MARATHON PETE CORP 320 414
    MARVELL TECHNOLOGY GROUP LTD ORD    
    MEDICAL PROPERTIES TRUST 1,554 2,179
    METLIFE INC    
    MONROE CAP CORP 3,349 2,409
    NATURAL GROCERS BY VITAMIN COTTAGE 1,380 1,374
    NAVIENT CORPORATION COM 1,230 982
    NEW RESIDENTIAL INVESTMENT CORP 8,670 9,940
    NEWELL BRANDS INC 3,811 4,246
    NOKIA CORP SPONSORED ADR 361 391
    NORTHERN TR CORP COM 10,677 9,314
    NUVEEN NASDAQ 100 DYNAMIC 7,183 7,803
    OCCIDENTAL PETE CORP COM 123 173
    ONEOK INC NEW COM 13,499 11,514
    OTC MKTS GROUP 39,693 68,000
    PACER BENCHMARK DATA & INFRASTRUCTUR 3,699 3,585
    PACER FDS TR WEATHSHIELD ETF 2,463 2,917
    PACWEST BANCORP DEL COM 2,237 2,540
    PATTERN ENERGY GROUP    
    PENNYMAC MTG INVT TR COM 2,279 1,759
    PETMED EXPRESS INC COM 284 321
    PFIZER INC COM 3,322 3,681
    PICKENS MORNINGSTAR RENEWABLE ENERGY    
    PLYMOUTH INDL REIT 187 150
    PROSHARES DJ BROOKFIELD GLOBAL 4,037 4,107
    PROSHARES S&P 500 DIVIDEND 34,762 39,940
    QURATE RETAIL INC COM 11,390 10,970
    READY CAPITAL CORP 11,278 9,281
    REALTY INCOME CORP COM 58,214 62,170
    REYNOLDS CONSUMER PRODS INC COM 2,925 3,004
    SCHWAB FUNDAMENTAL US BROAD MARKET 4,243 4,490
    SELECT SECTOR SPDR TRUST THE FINANCI 22,218 23,584
    SELECT SECTOR SPDR TRUST THE TECHNOL 28,047 39,006
    SERVICE CORPORATION INTERNATIONAL 4,126 4,910
    SIREN NASDAQ NEXGEN ECONOMY ETF 8,042 8,557
    SIX FLAGS ENTMT CORP NEW COM 13,981 10,230
    SL GREEN REALTY CORP 496 596
    SMITH & WESSON BRANDS INC 1,806 1,775
    SPDR DOW JONES INDL AVERAGE ETF 2,890 3,058
    SPDR INDEX SHS FHS S&P EMERGING 7,707 8,331
    SPDR S&P DIVIDEND ETF 45,587 52,965
    SPDR S&P GLOBAL INFRASTRUCTURE ETF 4,471 4,989
    SPDR S&P GLOBAL NATURAL RESOURCES 4,164 4,478
    SPDR SER TR S&P REGL BKG ETF 72,854 77,925
    SPDR SER TR WELLS FARGO PFD STOCK 4,393 4,441
    SPDR SERIES TRUST 3,074 3,140
    SSGA ACTIVE TRUST 3,862 4,274
    STARBUCKS CORP COM 8,658 10,698
    STARWOOD PROPERTY TRUST INC 1,377 1,930
    STATE STR CORP COM 13,119 14,556
    STEPHAN CO COM 10,309 11,932
    STURM RUGER & COMPANY INC 6,870 6,507
    SUMMIT HOTEL PPTYS INC COM 2,307 1,802
    SUN LIFE FINL INC 414 445
    SUNCOR ENERY INC NEW COM 2,471 1,678
    SUNRUN INC COM 168 694
    SYSCO CORP COM 119,664 133,668
    TANGER FACTORY OUTLET CTRS INC COM 14,749 9,960
    THOR INDS INC 9,771 9,299
    TIMKEN CO COM 341 774
    TRANSAMERICA ETF TRUST DELTASHARES 5,161 4,895
    U S SILICA HLDGS INC COM 3,713 3,510
    UBS GROUP AG SHS 105 141
    UNIVERSAL CORPORATION 41,857 38,888
    VALLEY NATL BANCORP 5,905 4,875
    VANECK VECTORS ETF TR RARE EARTH 6,350 10,926
    VANECK VECTORS ETF TRUST 9,993 9,981
    VANGUARD FTSE EMERGING MARKETS 3,747 5,011
    VANGUARD GLOBAL EX US REAL ESTATE 10,337 10,862
    VANGUARD HIGH DIVIDEND 59,120 64,057
    VANGUARD INDEX FUNDS SMALL-CAP VALUE 33,017 42,663
    VANUGUARD INTERNATIONAL DIVIDEND 14,335 16,278
    VANGUARD INTL EQUITY INDEX FD INC 18,857 24,368
    VANGUARD MEGA CAP VALUE ETF CRSP 7,654 8,682
    VANGUARD SMALL-CAP GROWTH INDEX FUND 54,478 53,532
    VANGUARD SPECIALIZED FUNDS DIVIDEND 59,361 70,585
    VANGUARD SPECIALIZED FUNDS REAL ESTA 14,703 17,835
    VANGUARD TOTAL STOCK MARKET INDEX 36,792 38,928
    VERIZON COMMUNICATIONS 11,050 11,750
    VIATRIS INC 189 225
    VODAFONE GROUP PLC 8,315 6,592
    W P CAREY INC COM 32,928 35,290
    WELLTOWER INC 5,387 6,462
    WESTERN UNION CO 11,273 10,970
    WHITESTONE REIT COM 32,667 27,895
    WISDOMTREE EMERGING MARKETS 3,604 3,967
    WISDOMTREE SMALL CAP 37,463 39,900
    WTS OCCIDENTAL PETROLEUM CORPORATION 2 7
    XEROX CORP COM 8,258 9,276

    TY 2020 LandEtcSchedule2
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      49,689 49,689    


    TY 2020 OtherAssetsSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 2,533 2,294 2,294
    FEDERAL ESTIMATED TAX 2,030 7,253 7,253


    TY 2020 OtherExpensesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRINCIPAL PLAYERS        
    PLAY - MUSIC        
    PLAY INSURANCE 888   888  
    PRODUCTION COSTS        
    MUSIC ROYALTIES        
    PRODUCTION LIGHTING, EFFECTS 100   100  
    UTILITIES        
    TRANSPORTATION- PLAY        
    PLAY SUPPLIES 837   837  
    PLAY TECH LABOR        
    PLAY - EQUIPMENT RENTAL        
    COSTUMES- PLAY        
    PLAY - CONCESSIONS        
    PLAY SURCHARGES        
    PRODUCTION RENT        
    EXPENSES        
    BANK CHARGES 179      
    OFFICE EXPENSE        
    PARTNERSHIP NON-DEDUCTIBLE EX 169      
    PARTNERSHIP INVESTMENT INT EX 104 104    
    OTHER PARTNERSHIP INCOME / LO 18      


    TY 2020 OtherIncomeSchedule2
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRINCIPAL PLAYERS 7,302   7,302
    ENTERPRISE PRODUCTS PARTNER 48,421   48,421
    ICAHN -71   -71
    CNX MIDSTREAM PARTNERS -117   -117


    TY 2020 TaxesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & PERMITS 61     61
    INCOME TAX 24,494      
    FOREIGN TAXES 217 217