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
STONE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1802
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI029011802
A Employer identification number

57-1093407
B Telephone number (see instructions)

(888) 866-3275
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$988,845J 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... 10,098 10,098  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 98,581
b Gross sales price for all assets on line 6a 327,416
7 Capital gain net income (from Part IV, line 2)... 98,581
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 157    
12 Total. Add lines 1 through 11........ 108,836 108,679  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment 1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment 3,949 3,949   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 609 243   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,808 4,942 0 500
25 Contributions, gifts, grants paid....... 34,100 34,100
26 Total expenses and disbursements. Add lines 24 and 25 39,908 4,942 0 34,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 68,928
b Net investment income (if negative, enter -0-) 103,737
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......... 21,899 2,657 2,657
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)....... 540,247 Click to see attachment628,912 986,188
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)..........     0
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) 562,146 631,569 988,845
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........ 562,146 631,569
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)..... 562,146 631,569
30 Total liabilities and net assets/fund balances (see instructions). 562,146 631,569
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
562,146
2
Enter amount from Part I, line 27a .....................
2
68,928
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
500
4
Add lines 1, 2, and 3 ..........................
4
631,574
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
631,569
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 15. ALEXION PHARMACEUTICALS INC   2019-03-18 2020-09-08
b 10. ALEXION PHARMACEUTICALS INC   2019-06-11 2020-09-08
c 30. ALEXION PHARMACEUTICALS INC   2019-06-13 2020-09-08
d 20. ALEXION PHARMACEUTICALS INC   2019-10-18 2020-09-08
e 7. APPLE INC COM   2018-05-15 2020-08-19
8. APPLE INC COM   2011-01-03 2020-08-19
110. APPLE INC COM   2011-01-03 2020-11-17
10. BROADCOM INC COM   2019-11-21 2020-11-17
10. BROADCOM INC COM   2019-10-18 2021-01-04
5. BROADCOM INC COM   2021-01-27 2021-02-17
45. CITIGROUP INC NEW COM   2017-10-20 2020-08-19
14. CITIGROUP INC NEW COM   2017-10-20 2020-10-12
150. CITIGROUP INC NEW COM   2017-07-10 2020-10-12
45. COCA COLA CO COM   2020-01-10 2020-11-17
192.827 COLUMBIA DIVIDEND INCOME FUND INSTL3 CL   2011-12-13 2021-01-04
15. CONSTELLATION BRANDS INC CL A   2019-10-18 2020-11-17
15. ELECTRONIC ARTS   2020-07-06 2020-11-11
2. IDEXX LABS INC   2020-06-11 2020-08-19
3. IDEXX LABS INC   2020-06-11 2020-08-19
5. IDEXX LABS INC   2020-01-10 2020-08-19
5. IDEXX LABS INC   2020-01-10 2020-11-17
5. IDEXX LABS INC   2020-01-10 2021-02-17
5. ILLUMINA INC   2020-07-21 2020-11-11
5. ILLUMINA INC   2020-07-06 2020-11-11
5. ILLUMINA INC   2020-09-21 2020-11-11
5. INSULET CORP COM   2019-06-13 2020-11-17
5. INSULET CORP COM   2019-06-13 2021-02-17
45. INVESCO QQQ TRUST UNIT SER 1   2018-06-14 2020-08-19
5. INVESCO QQQ TRUST UNIT SER 1   2017-11-20 2020-08-19
15. INVESCO QQQ TRUST UNIT SER 1   2017-11-20 2021-02-17
165. ISHARES RUSSELL MID-CAP ETF   2019-02-11 2021-02-17
30. ISHARES RUSSELL 1000 ETF   2013-01-04 2020-11-17
128. ISHARES RUSSELL 1000 ETF   2013-01-04 2021-02-17
35. ISHARES RUSSELL 2000 GROWTH INDEX FUND   2009-09-15 2020-09-28
940. ISHARES S&P EUROPE 350 INDEX FUND   2020-08-19 2020-10-26
1124.827 NATIXIS LOOMIS SAYLES GROWTH FUND CL Y   2016-01-26 2020-11-17
25. MICROSOFT CORPORATION   2018-05-11 2020-08-19
5. MICROSOFT CORPORATION   2018-05-11 2020-11-17
25. MICROSOFT CORPORATION   2018-01-22 2020-11-17
26.363 MORGAN STANLEY INSTL FUND CL IS   2021-01-07 2021-04-13
274.695 MORGAN STANLEY INSTL FUND CL IS   2020-11-19 2021-04-13
50. PHILIP MORRIS INTL INC COM   2020-01-10 2020-11-17
30. S&P DEPOSITARY RECEIPTS SERIES 1   2019-10-18 2020-11-17
30. S&P DEPOSITARY RECEIPTS SERIES 1   2019-10-18 2021-02-17
30. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN   2020-01-10 2020-08-19
115. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-01-10 2021-02-17
40. VANGUARD SMALL-CAP ETF   2020-01-10 2020-09-28
10. VANGUARD SMALL-CAP ETF   2020-01-10 2021-01-04
20. ZIMMER HLDGS INC COM   2019-11-21 2020-11-17
5. ZIMMER HLDGS INC COM   2019-11-07 2021-01-08
10. ZIMMER HLDGS INC COM   2019-10-18 2021-01-08
5. ZOETIS INC CL A COM   2019-06-13 2020-08-19
15. ZOETIS INC CL A COM   2019-02-01 2020-08-19
10. ZOETIS INC CL A COM   2019-02-01 2020-11-17
10. ASML HOLDINGS NV ADR   2019-11-21 2020-08-19
10. ASML HOLDINGS NV ADR   2019-11-21 2020-11-17
5. ASML HOLDINGS NV ADR   2019-11-21 2021-01-04
5. ASML HOLDINGS NV ADR   2019-10-18 2021-02-17
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 1,645   2,018 -373
b 1,096   1,179 -83
c 3,289   3,510 -221
d 2,193   1,967 226
e 3,264   1,302 1,962
3,730   374 3,356
13,181   1,286 11,895
3,790   3,133 657
4,243   2,858 1,385
2,426   2,219 207
2,281   3,301 -1,020
637   1,027 -390
6,821   10,154 -3,333
2,395   2,511 -116
5,000   2,604 2,396
3,031   2,949 82
1,781   2,040 -259
764   624 140
1,147   932 215
1,911   1,410 501
2,262   1,410 852
2,685   1,410 1,275
1,500   1,963 -463
1,500   1,892 -392
1,500   1,348 152
1,283   588 695
1,390   588 802
12,495   7,986 4,509
1,388   770 618
5,004   2,311 2,693
12,164   8,608 3,556
6,043   2,436 3,607
28,538   10,396 18,142
7,711   2,290 5,421
39,550   41,163 -1,613
26,242   12,047 14,195
5,255   2,443 2,812
1,081   489 592
5,405   2,249 3,156
2,630   2,500 130
27,401   25,000 2,401
3,909   4,390 -481
10,788   8,943 1,845
11,741   8,943 2,798
3,458   2,831 627
5,695   5,073 622
6,150   6,618 -468
1,912   1,655 257
2,910   2,840 70
800   709 91
1,600   1,381 219
803   552 251
2,408   1,303 1,105
1,643   869 774
3,789   2,675 1,114
4,252   2,675 1,577
2,481   1,338 1,143
2,978   1,266 1,712
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
      4,842
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       -373
b       -83
c       -221
d       226
e       1,962
      3,356
      11,895
      657
      1,385
      207
      -1,020
      -390
      -3,333
      -116
      2,396
      82
      -259
      140
      215
      501
      852
      1,275
      -463
      -392
      152
      695
      802
      4,509
      618
      2,693
      3,556
      3,607
      18,142
      5,421
      -1,613
      14,195
      2,812
      592
      3,156
      130
      2,401
      -481
      1,845
      2,798
      627
      622
      -468
      257
      70
      91
      219
      251
      1,105
      774
      1,114
      1,577
      1,143
      1,712
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 98,581
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,442
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,442
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,442
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 694
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.............. 7 694
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 9 748
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)
    bulletNC
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (919) 829-6753

    Located atbullet421 FAYETTEVILLE STRALEIGHNC ZIP+4bullet27601
    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
    SANDRA R LINKER PRESIDENT
    2     		0    
    4200 CLINARD ROAD
    CLEMMONS,NC27012
    JEFFREY W ANDREWS VICE PRESIDENT
    2     		0    
    2991 SW 137TH TER
    DAVIE,FL33330
    MICHELLE LILLY SECRETARY
    2     		0    
    10030 NEW PARKE RD
    TAMPA,FL33626
    SUZANNE A RAY TREASURER
    2     		0    
    10509 BYRUM WOODS DR
    RALEIGH,NC27613
    ESTELLE LILLY MEMBER
    2     		0    
    3329 OCOTEA ST
    RALEIGH,NC27607
    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
    845,453
    b
    Average of monthly cash balances.......................
    1b
    19,116
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    864,569
    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
    864,569
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,969
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    851,600
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    42,580
    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
    42,580
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,442
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,442
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,138
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    41,638
    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
    41,638
    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
    34,600
    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
    34,600
    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
    34,600
    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 41,638
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 34,077
    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$ 34,600
    a Applied to 2019, but not more than line 2a 34,077
    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..... 523
    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 ..........     		41,115
    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).)
    SANDRA R LINKER
    NANCY A STONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SANDRA LINKER
    4200 CLINARD RD
    CLEMMONS,NC27012
    (336) 766-4947
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    IRC SECTION 501(c)(3) ORGANIZATIONS
    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
    WOODS SCHOOL
    574 W MCLELLAND AVE
    MOORESVILLE,NC28115     		N/A PC UNRESTRICTED GENERAL 1,000
    SCOTTS HILL CHRISTIAN ACADEMY
    185 SCHOTTS HILL LOOP RD
    WILMINGTON,NC28411     		N/A PC UNRESTRICTED GENERAL 1,000
    FRANKLIN BANK
    350 LAKE ST
    BRISTOL,NH03222     		N/A PC UNRESTRICTED GENERAL 1,000
    COASTAL CAROLINA UNIVERSITY
    104 INDEPENDENCE DRIVE
    CONWAY,SC295286054     		N/A PC UNRESTRICTED GENERAL 1,000
    TRUSTEES OF TUFTS COLLEGE
    230 FENWAY
    BOSTON,MA02115     		N/A PC UNRESTRICTED GENERAL 1,000
    ROSFEST
    PO BOX 35234
    SARASOTA,FL34234     		N/A PC SUPPORT RIGHT OF SPRING 1,000
    SHPHERD'S TABLE SOUP KITCHEN
    121 HILLSBOROUGH ST
    RALEIGH,NC27603     		N/A PC UNRESTRICTED GENERAL 1,000
    AFSP - NC CHAPTER
    8311 BRIER CREEK PKWY SUITE 105-43
    RALEIGH,NC27617     		N/A PC UNRESTRICTED GENERAL 1,000
    CLARA MCLEAN HOUSE
    20 FIRST VILLAGE DR
    PINEHURST,NC28374     		N/A PC UNRESTRICTED GENERAL 1,000
    JUNE'S BOUQUETS
    4806 LAKE JEANETTE RD
    GREENSBORO,NC27455     		N/A PC UNRESTRICTED GENERAL 1,000
    CLEMMONS FOOD PANTRY
    PO BOX 871
    CLEMMONS,NC27012     		N/A PC UNRESTRICTED GENERAL 1,000
    TOPSAIL MIDDLE SCHOOL PTO
    17445 US HIGHWAY 17
    HAMPSTEAD,NC28443     		N/A PC UNRESTRICTED GENERAL 1,000
    BETA THETA PI - SMU CHAPTER
    PO BOX 750402
    DALLAS,TX75275     		N/A PC UNRESTRICTED GENERAL 1,000
    SMU - OFFICE OF DEVELOPMENT
    PO BOX 750402
    DALLAS,TX75275     		N/A PC UNRESTRICTED GENERAL 1,000
    NCSD
    517 W FLEMING DRIVE
    MORGANTON,NC28655     		N/A PC UNRESTRICTED GENERAL 1,100
    WALNUT HILL SCHOOL
    PO BOX 83597
    BOSTON,MA27103     		N/A PC UNRESTRICTED GENERAL 1,000
    DEAN COLLEGE
    99 MAIN ST
    FRANKLIN,MA02038     		N/A PC UNRESTRICTED GENERAL 1,000
    RAVENSCROFT SCHOOL
    7409 FALLS OF NEUSE RD
    RALEIGH,NC27615     		N/A PC SUPPORT IN HONOR OF JIMMY 5,000
    ST JUDES CHILDREN
    RESEARCH
    501 ST JUDES PLACE
    MEMPHIS,TN38105     		NONE EXEMPT GENERAL FUNDS 1,000
    HILLSDALE UNITED METHODIST CHURCH
    5018 US HIGHWAY 158
    ADVANCE,CA27006     		N/A PC SUPPORT MANNA MEALS 2,000
    ST DAVID'S SCHOOL
    3400 WHITE OAK ROAD
    RALEIGH,NC27609     		N/A PC UNRESTRICTED GENERAL 1,000
    TONY HAWK FOUNDATION
    1611-A S MELROSE DR
    VISTA,CA92081     		N/A PC UNRESTRICTED GENERAL 1,000
    RONALD MCDONALD HOUSE
    WINSTON-SALEM
    1401 N COLLEGE RD
    WINSTONSALEM,NC27103     		N/A PC SUPPORT AQUARIUM FUND 1,000
    BETHESDA CENTER
    930 PATTERSON AVE
    WINSTON SALEM,NC27101     		N/A PC UNRESTRICTED GENERAL 1,000
    SOUTH FLORIDA COUNCIL BOY SCOUTS
    15255 NW 82ND AVE
    MIAMI LAKES,FL33016     		N/A PC SUPPORT CAMP ELLSMORE 2,000
    NOW I LAY ME DOWN TO SLEEP
    7500 E ARAPAHO RD E101
    CENTENNIAL,CO80122     		N/A PC UNRESTRICTED GENERAL 1,000
    YOUNG LIFE - RALEIGH CHAPTER
    PO BOX 6643
    RALEIGH,NC27628     		N/A PC UNRESTRICTED GENERAL 1,000
    ATTLEBORO CAPRON PARK
    201 COUNTY STREET
    ATTLEBORO,MA02703     		N/A PC UNRESTRICTED GENERAL 1,000
    Total .................................bullet 3a 34,100
    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 10,098  
    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 98,581  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND     		    1 157  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   108,836  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    108,836
    (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.)
    11 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Name of Stock End of Year Book Value End of Year Fair Market Value
    464287234 ISHARES MSCI EMERGIN 14,253 18,569
    464287499 ISHARES RUSSELL MID- 43,621 88,889
    464287622 ISHARES RUSSELL 1000    
    464287648 ISHARES RUSSELL 2000 2,290 10,731
    30231G102 EXXON MOBIL CORP COM    
    369604103 GENERAL ELEC CO COM    
    539830109 LOCKHEED MARTIN CORP    
    88579Y101 3M CO COM    
    254687106 DISNEY WALT CO COM D    
    713448108 PEPSICO INC COM    
    742718109 PROCTER & GAMBLE CO    
    478160104 JOHNSON & JOHNSON CO    
    58933Y105 MERCK & CO INC NEW C    
    037833100 APPLE INC COM 2,922 32,865
    17275R102 CISCO SYS INC COM    
    458140100 INTEL CORP COM    
    747525103 QUALCOMM INC COM    
    47103C795 JANUS ENTERPRISE FUN 4,992 18,041
    92646A666 VICTORY LARGE CAP GR    
    19765N245 COLUMBIA DIVIDEND IN    
    19765P596 COLUMBIA SMALL CAP G    
    04314H204 ARTISAN INTERNATIONA    
    04314H881 ARTISAN INTL VALUE F    
    464288448 ISHARES INTL SELECT    
    464288869 ISHARES MICRO CAP ET    
    97717W281 WISDOMTREE EMERGING    
    97717W315 WISDOMTREE EMERGING    
    47803W406 JOHN HANCOCK FDS III 12,209 19,173
    808090757 SCHRODER EMERGING MK    
    543487110 NATIXIS LOOMIS SAYLE 10,251 24,052
    00758M139 CAMBIAR INTL EQUITY    
    41665H847 HARTFORD MUT FDS II    
    73935A104 POWERSHARES QQQ TR U    
    921943858 VANGUARD FTSE DEVELO 33,355 38,362
    922042874 VANGUARD FTSE EUROPE 39,570 49,574
    97717W851 WISDOMTREE JAPAN HED    
    464287523 ISHARES PHLX SOX SEM    
    6356934#8 FANUC CORP JPY50    
    666807102 NORTHROP GRUMMAN COR    
    755111507 RAYTHEON CO COM NEW    
    023135106 AMAZON COM INC COM 9,652 34,674
    172967424 CITIGROUP INC NEW CO    
    38141G104 GOLDMAN SACHS GROUP    
    46625H100 J P MORGAN CHASE & C 15,812 21,995
    11135F101 BROADCOM INC COM 8,575 13,686
    594918104 MICROSOFT CORP COM 12,776 35,810
    19766M840 COLUMBIA DIVIDEND IN 17,857 39,374
    922908751 VANGUARD SMALL-CAP E 15,644 21,804
    46090E103 INVESCO QQQ TRUST UN 18,023 39,545
    015351109 ALEXION PHARMACEUTIC    
    016255101 ALIGN TECHNOLOGY INC    
    98978V103 ZOETIS INC CL A COM 4,603 9,171
    207019704 CONESTOGA SMALL CAP 15,132 22,409
    78462F103 SPDR S&P 500 ETF TR 41,733 58,422
    81369Y803 SELECT SECTOR SPDR T 16,986 25,146
    191216100 COCA COLA CO COM 4,245 4,318
    21036P108 CONSTELLATION BRANDS 3,692 4,806
    609207105 MONDELEZ INTL INC CO 4,083 4,561
    718172109 PHILIP MORRIS INTL I    
    159864107 CHARLES RIV LABORATO 3,948 8,311
    45168D104 IDEXX LABS INC COM 3,933 8,235
    45784P101 INSULET CORP COM 3,526 8,857
    98956P102 ZIMMER BIOMET HLDGS 6,215 7,972
    N07059210 ASML HOLDINGS NV ADR 6,332 16,203
    74253Q747 PRINCIPAL MIDCAP BLE 18,883 23,767
    00769G543 CAMBIAR INTERNATIONA 16,075 20,001
    04314H402 ARTISAN INTERNATIONA 11,646 20,053
    46434G822 ISHARES MSCI JAPAN E 17,570 18,541
    78464A870 SPDR S&P BIOTECH ETF 8,286 9,563
    81369Y605 SELECT SECTOR SPDR T 16,302 21,756
    302491303 F M C CORP COM NEW 2,688 2,956
    35671D857 FREEPORT-MCMORAN INC 5,799 7,731
    929160109 VULCAN MATLS CO COM 2,415 2,674
    G29183103 EATON CORP PLC COM 2,370 2,859
    34959J108 FORTIVE CORP COM 2,413 2,479
    45167R104 IDEX CORP COM 1,953 2,242
    452308109 ILLINOIS TOOL WKS IN 2,029 2,305
    43300A203 HILTON WORLDWIDE HLD 2,056 2,574
    517834107 LAS VEGAS SANDS CORP 2,311 2,450
    552953101 MGM RESORTS INTL COM 2,313 3,665
    G46188101 HORIZON THERAPEUTICS 8,245 10,976
    252131107 DEXCOM INC COM 7,300 7,722
    48251W104 KKR & CO INC CL A CO 3,168 4,526
    617446448 MORGAN STANLEY COM 4,788 5,779
    22788C105 CROWDSTRIKE HLDGS IN 3,598 3,128
    512807108 LAM RESEARCH CORP CO 8,731 9,307
    57636Q104 MASTERCARD INC CL A 3,383 3,821
    595112103 MICRON TECHNOLOGY IN 10,033 9,898
    679295105 OKTA INC CL A COM 5,800 8,091
    70450Y103 PAYPAL HOLDINGS INC 2,999 2,623
    79466L302 SALESFORCE COM INC C 3,710 3,455
    852234103 SQUARE INC CL A 7,701 7,345
    92826C839 VISA INC CL A COM 3,104 3,503
    00507V109 ACTIVISION BLIZZARD 1,969 2,280
    874054109 TAKE-TWO INTERACTIVE 2,185 2,631
    41665X859 HARTFORD SCHRODERS E 11,200 17,752
    48121L122 JPMORGAN EMERGING MK 49,659 52,180

    TY 2020 OtherDecreasesSchedule
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Description Amount
    ROUNDING 5


    TY 2020 OtherIncomeSchedule2
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 157 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Description Amount
    RECOVERY OF PRIOR YEAR DISTRIBUTION 500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES - BOA 3,949 3,949    


    TY 2020 TaxesSchedule
    Name:
    STONE FAMILY FOUNDATION
    EIN:
    57-1093407
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 21 21   0
    EXCISE TAX ESTIMATES 366 0   0
    FOREIGN TAXES ON QUALIFIED FOR 192 192   0
    FOREIGN TAXES ON NONQUALIFIED 30 30   0