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 05-01-2020 , and ending 04-30-2021
Name of foundation
RICHARD E FULLER TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)KEYBANK 4900 TIEDEMAN RD OH-01-49
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

91-6027079
B Telephone number (see instructions)

(206) 689-5918
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$3,490,172J 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      
4 Dividends and interest from securities... 46,326 46,326  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 334,759
b Gross sales price for all assets on line 6a 1,295,661
7 Capital gain net income (from Part IV, line 2)... 334,759
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,934    
12 Total. Add lines 1 through 11........ 383,019 381,085  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,627 25,220   8,407
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,368 996   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 100     100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,095 26,216 0 8,507
25 Contributions, gifts, grants paid....... 111,959 111,959
26 Total expenses and disbursements. Add lines 24 and 25 151,054 26,216 0 120,466
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 231,965
b Net investment income (if negative, enter -0-) 354,869
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 2,229,368 Click to see attachment2,461,335 3,490,172
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,229,368 2,461,335 3,490,172
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,229,368 2,461,335
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)..... 2,229,368 2,461,335
30 Total liabilities and net assets/fund balances (see instructions). 2,229,368 2,461,335
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
2,229,368
2
Enter amount from Part I, line 27a .....................
2
231,965
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2
4
Add lines 1, 2, and 3 ..........................
4
2,461,335
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,461,335
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 2. ALPHABET INC   2009-01-13 2020-08-11
b 2. ALPHABET INC   2009-03-31 2020-10-22
c 1. AMAZON COM INC   2016-12-30 2020-08-11
d 1. AMAZON COM INC   2016-12-30 2020-10-22
e 5. AMERICAN TOWER CORP   2016-12-30 2020-08-11
7. AMERICAN TOWER CORP   2016-12-30 2020-10-22
5. AMERICAN TOWER CORP   2016-12-30 2021-04-15
6. AMERIPRISE FINANCIAL INC   2017-03-22 2020-08-11
9. AMERIPRISE FINANCIAL INC   2017-03-22 2020-10-22
53. AMERIPRISE FINANCIAL INC   2017-03-22 2021-04-15
8. AMPHENOL CORP   2018-11-26 2020-06-09
7. AMPHENOL CORP   2018-11-26 2020-08-11
10. AMPHENOL CORP   2018-11-26 2020-10-22
12. AMPHENOL CORP   2018-11-26 2021-04-15
11. APPLE INC   2008-01-25 2020-06-09
9. APPLE INC   2008-01-25 2020-08-11
51. APPLE INC   2008-01-25 2020-10-22
288. APPLE INC   2008-01-25 2021-04-15
3. ARISTA NETWORKS INC   2019-10-24 2020-06-09
2. ARISTA NETWORKS INC   2019-10-24 2020-08-11
45. ARISTA NETWORKS INC   2019-10-24 2020-10-22
64. BANK OF AMERICA CORP   2017-03-22 2020-06-09
44. BANK OF AMERICA CORP   2017-03-22 2020-08-11
67. BANK OF AMERICA CORP   2017-03-22 2020-10-22
31. BANK OF AMERICA CORP   2017-03-22 2021-04-15
1. BOOKING HOLDINGS INC   2010-09-20 2020-08-11
13. CMS ENERGY CORP   2012-12-03 2020-06-09
8. CMS ENERGY CORP   2012-12-03 2020-08-11
221. CMS ENERGY CORP     2020-10-22
149. CAMECO CORP   2018-01-19 2020-08-11
226. CAMECO CORP   2018-01-19 2020-10-22
546. CAMECO CORP   2018-01-19 2021-04-15
164. CARRIER GLOBAL CORP     2020-06-09
1. CHIPOTLE MEXICAN GRILL INC   2020-06-09 2020-08-11
1. CHIPOTLE MEXICAN GRILL INC   2020-06-09 2021-04-15
21. COCA COLA CO   2011-02-22 2020-06-09
390. COCA COLA CO     2020-08-11
16. COMCAST CORP CL A     2020-06-09
12. COMCAST CORP CL A   2018-07-31 2020-08-11
17. COMCAST CORP CL A   2018-07-31 2020-10-22
7. COMCAST CORP CL A   2018-07-31 2021-04-15
4. COSTCO WHOLESALE CORP   2011-10-28 2020-06-09
3. COSTCO WHOLESALE CORP   2011-10-28 2020-08-11
3. COSTCO WHOLESALE CORP   2011-10-28 2020-10-22
17. COSTCO WHOLESALE CORP   2011-10-28 2021-04-15
4. CUMMINS INC   2020-10-22 2021-04-15
10. DANAHER CORP     2020-06-09
6. DANAHER CORP     2020-08-11
38. DANAHER CORP   2018-04-04 2020-10-22
45. DANAHER CORP   2018-04-04 2021-01-07
3. DANAHER CORP   2018-04-04 2021-04-15
109. DIAMONDBACK ENERGY INC     2020-06-09
10. WALT DISNEY CO   2009-04-20 2020-08-11
17. WALT DISNEY CO   2009-04-20 2020-10-22
6. WALT DISNEY CO   2009-04-20 2021-04-15
2250. DODGE & COX INTERNATIONAL STOC F $1.080     2020-06-09
3. DOMINION RES INC VA NEW   2020-10-22 2021-04-15
6254.98 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$   2019-04-12 2021-01-28
41. FREEPORT-MCMORAN INC   2018-04-04 2021-04-15
711.623 GUGGENHEIM TOTAL RETURN BOND FUND $1.062   2019-09-11 2021-01-28
5. HOME DEPOT INC   2013-09-27 2020-06-09
5. HOME DEPOT INC     2020-08-11
7. HOME DEPOT INC   2014-07-17 2020-10-22
1. HOME DEPOT INC   2014-07-17 2021-04-15
74. INTEL CORP   2009-02-17 2020-06-09
14. INTEL CORP   2009-02-17 2020-08-11
21. INTEL CORP   2009-02-17 2020-10-22
350. INTEL CORP     2021-01-07
3. INTUITIVE SURGICAL INC   2018-04-04 2020-06-09
2. INTUITIVE SURGICAL INC   2018-04-04 2020-08-11
7. INTUITIVE SURGICAL INC   2018-04-04 2020-10-22
38. INTUITIVE SURGICAL INC     2021-04-15
850. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2019-09-06 2020-12-11
55. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2020-08-11 2020-12-11
535. ISHARES EDGE MSCI USA QUALITY FACTOR ETF     2020-08-11
565. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-08-01 2021-04-15
2550. ISHARES CORE MSCI EAFE ETF $1.88200     2020-06-09
15. JP MORGAN CHASE & CO   2008-05-05 2020-06-09
12. JP MORGAN CHASE & CO   2008-05-05 2020-08-11
18. JP MORGAN CHASE & CO     2020-10-22
7. JP MORGAN CHASE & CO   2008-06-16 2021-04-15
42. KRAFT HEINZ CO   2020-08-11 2020-10-22
19. KRAFT HEINZ CO   2020-08-11 2021-04-15
4. MARKETAXESS HOLDINGS INC   2017-03-22 2020-06-09
2. MARKETAXESS HOLDINGS INC   2017-03-22 2020-08-11
3. MARKETAXESS HOLDINGS INC   2017-03-22 2020-10-22
1. MARKETAXESS HOLDINGS INC   2017-03-22 2021-04-15
5. MASTERCARD INC   2012-04-17 2020-06-09
5. MASTERCARD INC   2012-04-17 2020-08-11
7. MASTERCARD INC   2012-04-17 2020-10-22
1. MASTERCARD INC   2012-04-17 2021-04-15
95. MCDONALDS CORP     2020-06-09
16. MERCK & CO INC   2019-10-24 2020-08-11
24. MERCK & CO INC   2019-10-24 2020-10-22
2. MERCK & CO INC   2019-10-24 2021-04-15
3773.585 METROPOLITAN WEST T/R BOND FD $0.263     2021-01-28
29. MICROSOFT CORP   2012-04-17 2020-06-09
18. MICROSOFT CORP   2012-04-17 2020-08-11
145. MICROSOFT CORP     2020-10-22
7. MICROSOFT CORP   2014-07-17 2021-04-15
20. MONDELEZ INTERNATIONAL INC   2015-04-13 2020-06-09
13. MONDELEZ INTERNATIONAL INC   2015-04-13 2020-08-11
20. MONDELEZ INTERNATIONAL INC   2015-04-13 2020-10-22
328. MONDELEZ INTERNATIONAL INC     2021-04-15
5. MONDELEZ INTERNATIONAL INC   2021-01-07 2021-04-15
6. NEXTERA ENERGY INC   2018-06-14 2020-06-09
3. NEXTERA ENERGY INC   2018-06-14 2020-08-11
5. NEXTERA ENERGY INC   2018-06-14 2020-10-22
5. NEXTERA ENERGY INC   2018-06-14 2021-04-15
145. NORTHERN TR CORP   2018-11-26 2020-06-09
15. NVIDIA CORP   2019-10-24 2020-08-11
6. NVIDIA CORP   2019-10-24 2020-10-22
1. NVIDIA CORP   2019-10-24 2021-04-15
82. OTIS WORLDWIDE CORP     2020-06-09
11. OWENS CORNING INC   2019-10-24 2020-06-09
6. OWENS CORNING INC   2019-10-24 2020-08-11
5. OWENS CORNING INC   2019-10-24 2021-04-15
144. PNC FINANCIAL SERVICES GROUP   2017-03-22 2020-06-09
3. PARKER HANNIFIN CORP COM   2019-10-24 2020-08-11
1. PARKER HANNIFIN CORP COM   2019-10-24 2021-04-15
3181.818 PIMCO MORTAGE OPP & BOND FD INST   2019-09-11 2021-01-28
87. PIONEER NATURAL RESOURCES CO     2020-06-09
9. PROCTER & GAMBLE CO COM   2011-09-20 2020-06-09
8. PROCTER & GAMBLE CO COM   2011-09-20 2020-08-11
12. PROCTER & GAMBLE CO COM   2011-09-20 2020-10-22
6. PROCTER & GAMBLE CO COM   2011-09-20 2021-04-15
152. PROLOGIS INC   2018-01-19 2020-06-09
10. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2020-08-11
14. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2020-10-22
6. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2021-04-15
47. REPUBLIC SERVICES INC   2012-04-17 2020-06-09
8. REPUBLIC SERVICES INC   2012-04-17 2020-08-11
219. REPUBLIC SERVICES INC     2020-10-22
3. ROPER TECHNOLOGIES INC   2015-04-13 2020-06-09
2. ROPER TECHNOLOGIES INC   2015-04-13 2020-08-11
3. ROPER TECHNOLOGIES INC   2015-04-13 2020-10-22
1. ROPER TECHNOLOGIES INC   2015-04-13 2021-04-15
2. SHERWIN WILLIAMS CO COM   2015-12-15 2020-06-09
1. SHERWIN WILLIAMS CO COM   2015-12-15 2020-08-11
1. SHERWIN WILLIAMS CO COM   2015-12-15 2020-10-22
66. SHERWIN WILLIAMS CO COM     2021-04-15
3. THERMO FISHER SCIENTIFIC INC   2009-09-21 2020-06-09
4. THERMO FISHER SCIENTIFIC INC   2009-09-21 2020-08-11
19. THERMO FISHER SCIENTIFIC INC   2009-09-21 2020-10-22
20. THERMO FISHER SCIENTIFIC INC   2009-09-21 2021-01-07
11. THERMO FISHER SCIENTIFIC INC   2009-09-21 2021-04-15
5. V F CORP   2018-11-26 2020-06-09
130. V F CORP   2018-11-26 2020-08-11
1024.14 VANGUARD LONG-TERM TREASURY FUND $0.342   2019-09-11 2021-01-28
41. VANGUARD SHORT-TERM CORP BD ETF $1.81400   2020-10-22 2021-01-28
255. VANGUARD SHORT-TERM CORP BD ETF $1.81400   2018-12-18 2021-01-28
13. VERIZON COMMUNICATIONS INC   2012-08-14 2020-06-09
230. VERIZON COMMUNICATIONS INC     2020-08-11
7. VERTEX PHARMACEUTICALS INC   2019-10-24 2020-06-09
3. VERTEX PHARMACEUTICALS INC   2019-10-24 2020-08-11
6. VERTEX PHARMACEUTICALS INC   2019-10-24 2020-10-22
99. VERTEX PHARMACEUTICALS INC   2019-10-24 2021-01-07
2254.428 WESTERN ASSET CORE PLUS BOND $0.362   2019-09-11 2021-01-28
11. WESTERN DIGITAL CORP   2019-10-24 2020-06-09
7. WESTERN DIGITAL CORP   2019-10-24 2020-08-11
187. WESTERN DIGITAL CORP   2019-10-24 2020-10-22
5. WHEATON PRECIOUS METALS CORP   2020-08-11 2021-04-15
9. XYLEM INC   2019-08-01 2020-06-09
6. XYLEM INC   2019-08-01 2020-08-11
11. XYLEM INC   2019-08-01 2020-10-22
6. XYLEM INC   2019-08-01 2021-04-15
10. ZOETIS INC   2018-04-04 2020-06-09
8. ZOETIS INC   2018-04-04 2020-08-11
52. ZOETIS INC   2018-04-04 2020-10-22
1. ZOETIS INC   2018-04-04 2021-04-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,973   317 2,656
b 3,210   350 2,860
c 3,120   756 2,364
d 3,161   756 2,405
e 1,238   529 709
1,661   741 920
1,228   529 699
990   749 241
1,525   1,123 402
13,084   6,614 6,470
820   680 140
767   595 172
1,184   850 334
820   510 310
3,759   216 3,543
4,012   176 3,836
5,915   250 5,665
38,687   1,412 37,275
698   717 -19
441   478 -37
9,733   10,758 -1,025
1,782   1,469 313
1,211   1,010 201
1,655   1,538 117
1,192   711 481
1,831   349 1,482
780   318 462
496   196 300
14,497   5,811 8,686
1,527   1,432 95
2,192   2,172 20
9,043   5,247 3,796
3,878   1,850 2,028
1,154   1,043 111
1,534   1,043 491
1,026   674 352
18,747   15,308 3,439
675   564 111
523   428 95
764   607 157
377   250 127
1,225   340 885
1,007   255 752
1,125   255 870
6,260   1,445 4,815
1,046   893 153
1,719   619 1,100
1,204   388 816
8,879   3,760 5,119
10,873   4,452 6,421
727   297 430
6,045   7,831 -1,786
1,318   193 1,125
2,176   329 1,847
1,116   116 1,000
84,803   101,209 -16,406
235   244 -9
78,500   70,431 8,069
1,554   707 847
20,972   19,470 1,502
1,284   378 906
1,391   382 1,009
1,981   557 1,424
323   80 243
4,675   988 3,687
688   187 501
1,133   280 853
18,325   14,351 3,974
1,772   1,207 565
1,366   805 561
5,113   2,817 2,296
30,649   16,772 13,877
56,596   55,072 1,524
3,662   3,531 131
55,649   47,167 8,482
71,687   52,345 19,342
152,474   139,265 13,209
1,651   723 928
1,264   578 686
1,842   763 1,079
1,058   281 777
1,312   1,464 -152
780   662 118
1,964   746 1,218
961   373 588
1,697   560 1,137
538   187 351
1,556   219 1,337
1,648   219 1,429
2,333   307 2,026
385   44 341
19,051   10,530 8,521
1,297   1,323 -26
1,890   1,984 -94
153   165 -12
41,962   41,563 399
5,476   914 4,562
3,697   568 3,129
31,060   5,856 25,204
1,812   313 1,499
1,063   735 328
720   478 242
1,133   735 398
19,227   14,516 4,711
293   291 2
1,542   951 591
837   476 361
1,518   793 725
399   198 201
13,188   14,238 -1,050
6,627   2,955 3,672
3,207   1,182 2,025
647   197 450
4,907   2,774 2,133
641   680 -39
399   371 28
477   309 168
17,983   17,081 902
628   558 70
319   186 133
35,000   34,745 255
9,227   12,808 -3,581
1,072   580 492
1,068   516 552
1,704   774 930
823   387 436
14,749   9,323 5,426
656   292 364
865   409 456
467   175 292
4,146   1,441 2,705
726   245 481
20,162   8,092 12,070
1,200   507 693
880   338 542
1,281   507 774
423   169 254
1,167   528 639
659   264 395
677   264 413
17,032   6,547 10,485
1,050   137 913
1,627   183 1,444
9,170   868 8,302
10,003   913 9,090
5,449   502 4,947
323   379 -56
8,448   9,857 -1,409
13,959   13,949 10
3,407   3,399 8
21,188   19,877 1,311
746   576 170
13,567   10,434 3,133
1,915   1,357 558
797   582 215
1,272   1,163 109
22,797   19,195 3,602
27,977   27,143 834
521   655 -134
264   417 -153
8,021   11,143 -3,122
211   251 -40
632   712 -80
484   474 10
998   870 128
646   474 172
1,404   830 574
1,262   664 598
8,454   4,314 4,140
165   83 82
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
      10,316
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       2,656
b       2,860
c       2,364
d       2,405
e       709
      920
      699
      241
      402
      6,470
      140
      172
      334
      310
      3,543
      3,836
      5,665
      37,275
      -19
      -37
      -1,025
      313
      201
      117
      481
      1,482
      462
      300
      8,686
      95
      20
      3,796
      2,028
      111
      491
      352
      3,439
      111
      95
      157
      127
      885
      752
      870
      4,815
      153
      1,100
      816
      5,119
      6,421
      430
      -1,786
      1,125
      1,847
      1,000
      -16,406
      -9
      8,069
      847
      1,502
      906
      1,009
      1,424
      243
      3,687
      501
      853
      3,974
      565
      561
      2,296
      13,877
      1,524
      131
      8,482
      19,342
      13,209
      928
      686
      1,079
      777
      -152
      118
      1,218
      588
      1,137
      351
      1,337
      1,429
      2,026
      341
      8,521
      -26
      -94
      -12
      399
      4,562
      3,129
      25,204
      1,499
      328
      242
      398
      4,711
      2
      591
      361
      725
      201
      -1,050
      3,672
      2,025
      450
      2,133
      -39
      28
      168
      902
      70
      133
      255
      -3,581
      492
      552
      930
      436
      5,426
      364
      456
      292
      2,705
      481
      12,070
      693
      542
      774
      254
      639
      395
      413
      10,485
      913
      1,444
      8,302
      9,090
      4,947
      -56
      -1,409
      10
      8
      1,311
      170
      3,133
      558
      215
      109
      3,602
      834
      -134
      -153
      -3,122
      -40
      -80
      10
      128
      172
      574
      598
      4,140
      82
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 334,759
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,933
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,933
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,933
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,364
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,364
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,569
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletKEYBANK N A Telephone no.bullet (216) 813-4556

    Located atbullet4900 TIEDEMAN RD OH-01-49-0147BROOKLYNOH ZIP+4bullet441442302
    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
    KEYBANK N A TRUSTEE
    1     		33,627    
    1301 FIFTH AVE 24 FL
    SEATTLE,WA98104
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,122,821
    b
    Average of monthly cash balances.......................
    1b
    -10,361
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,112,460
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,112,460
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,687
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,065,773
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    153,289
    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
    153,289
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,933
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,933
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    148,356
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    148,356
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    148,356
    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
    120,466
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    120,466
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    120,466
    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 7 148,356
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 82,942
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 120,466
    a Applied to 2019, but not more than line 2a 82,942
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 37,524
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		110,832
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    SEATTLE FOUNDATION
    1601 5TH AVE STE 1900
    SEATTLE,WA981013615     		NONE PC GENERAL OPERATING 111,959
    Total .................................bullet 3a 111,959
    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 ...........     		         
    4 Dividends and interest from securities....     14 46,326  
    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 ............     		    18 334,759  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,934  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   383,019  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    383,019
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED      

    TY 2020 OtherExpensesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING/TAXES PAID 100 0   100


    TY 2020 OtherIncomeSchedule2
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,934 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Description Amount
    ROUNDING 2


    TY 2020 TaxesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 52 52   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,008 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,364 0   0
    FOREIGN TAXES ON QUALIFIED FOR 775 775   0
    FOREIGN TAXES ON NONQUALIFIED 169 169   0