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 07-01-2020 , and ending 06-30-2021
Name of foundation
LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

62-6064512
B Telephone number (see instructions)

(205) 820-3141
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$9,057,185J 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... 167,031 167,031  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 409,288
b Gross sales price for all assets on line 6a 1,783,642
7 Capital gain net income (from Part IV, line 2)... 409,288
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 30 30  
12 Total. Add lines 1 through 11........ 576,349 576,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 59,297 59,297    
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 1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment 4,521 4,521   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,766 902   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 26 26    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,610 64,746 0 1,000
25 Contributions, gifts, grants paid....... 356,643 356,643
26 Total expenses and disbursements. Add lines 24 and 25 425,253 64,746 0 357,643
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,096
b Net investment income (if negative, enter -0-) 511,603
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......... 95,825 117,885 117,885
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).......... 6,695,563 Click to see attachment6,821,064 8,939,300
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) 6,791,388 6,938,949 9,057,185
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........ 6,791,388 6,938,949
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)..... 6,791,388 6,938,949
30 Total liabilities and net assets/fund balances (see instructions). 6,791,388 6,938,949
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
6,791,388
2
Enter amount from Part I, line 27a .....................
2
151,096
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
433
4
Add lines 1, 2, and 3 ..........................
4
6,942,917
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,968
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,938,949
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 1. INTUIT INC   2019-10-22 2020-07-07
b 9. INTUIT INC   2017-12-08 2020-07-07
c 9. SBA COMMUNICATIONS CORP   2020-01-08 2020-07-07
d 29. TJX COMPANIES INC   2017-12-08 2020-07-07
e 2. MANHATTAN ASSOCS INC   2017-12-08 2020-07-08
32. MANHATTAN ASSOCS INC   2020-06-04 2020-07-08
12. AUTODESK INC COM   2017-12-08 2020-07-27
6. INTUIT INC   2017-12-08 2020-07-27
13194.283 WILLIAM BLAIR MACRO ALLOCATION FUND   2018-09-19 2020-08-13
78. OLD DOMINION FREIGHT LINE INC   2017-12-08 2020-09-18
7. ACTIVISION BLIZZARD INC   2017-12-08 2020-09-22
17. ACUSHNET HOLDINGS CORP   2020-06-05 2020-09-22
382.736 ADVISERS INVT TR JOHCM INTL SL I   2019-10-22 2020-09-22
1424.144 ADVISERS INVT TR JOHCM INTL SL I   2017-03-24 2020-09-22
10. AIR LEASE CORP   2018-07-12 2020-09-22
3. AKAMAI TECHNOLOGIES INC   2017-12-08 2020-09-22
4. ALBEMARLE CORP   2018-08-17 2020-09-22
23. AMERICOLD REALTY TRUST   2019-06-06 2020-09-22
2. ANSYS INC   2017-12-08 2020-09-22
2. APPLIED MATERIALS INC   2019-10-22 2020-09-22
3. APPLIED MATERIALS INC   2019-02-13 2020-09-22
4. APTARGROUP INC   2017-12-08 2020-09-22
3. ARROW ELECTRONICS INC   2017-12-08 2020-09-22
1254.083 ARTISAN DEVELOPING WORLD FUND   2019-04-22 2020-09-22
15. ASPEN TECHNOLOGY INC COM   2017-12-08 2020-09-22
2. AUTODESK INC COM   2017-12-08 2020-09-22
2656.457 BARON EMERGING MARKETS FUND   2016-08-18 2020-09-22
1. BIO RAD LABS INC CL A   2017-12-08 2020-09-22
3. BLACK KNIGHT INC   2017-12-08 2020-09-22
6. CBRE GROUP INC   2017-12-08 2020-09-22
12. C D W CORP/DE   2017-12-08 2020-09-22
4. CSX CORP   2017-12-08 2020-09-22
12. CIMAREX ENERGY CO   2017-12-08 2020-09-22
2. CUMMINS INC   2017-12-08 2020-09-22
18. D R HORTON INC   2017-12-08 2020-09-22
6. DENTSPLY SIRONA INC   2017-12-08 2020-09-22
6. DONALDSON CO INC   2017-12-08 2020-09-22
6. EMCOR GROUP INC   2020-06-04 2020-09-22
2. FACTSET RESEARCH SYSTEMS INC   2017-12-08 2020-09-22
31. FIRST HAWAIIAN INC   2020-02-07 2020-09-22
5. GATX CORP   2017-12-08 2020-09-22
2. GLOBAL PAYMENTS INC   2017-12-08 2020-09-22
14. GRACO INC   2017-12-08 2020-09-22
3. JACK HENRY & ASSOCIATES INC   2017-12-08 2020-09-22
5. HOULIHAN LOKEY INC   2018-07-12 2020-09-22
10. INTERCONTINENTAL EXCHANGE INC   2017-12-08 2020-09-22
386. ISHARES CORE S& P 500 ETF   2020-05-14 2020-09-22
2. LABORATORY CORP AMER HLDGS COM NEW   2017-12-08 2020-09-22
9. MANHATTAN ASSOCS INC   2017-12-08 2020-09-22
1. MARKETAXESS HOLDINGS INC   2017-12-08 2020-09-22
5. MASCO CORP COM   2017-12-08 2020-09-22
19. MOELIS & CO   2018-02-27 2020-09-22
7. POOL CORP   2017-12-08 2020-09-22
14. PRIMERICA INC   2017-12-08 2020-09-22
3. PROGRESSIVE CORP/THE   2017-12-08 2020-09-22
7. R L I CORP   2020-04-15 2020-09-22
4. RAYMOND JAMES FINANCIAL INC   2017-12-08 2020-09-22
6. RBC BEARINGS INC   2017-12-08 2020-09-22
6. REPUBLIC SVCS INC CL A   2017-12-08 2020-09-22
44. RIGHTMOVE PLC   2018-03-27 2020-09-22
1. SBA COMMUNICATIONS CORP   2020-01-08 2020-09-22
3. SCOTTS MIRACLE-GRO CO/THE   2017-12-08 2020-09-22
7. SEALED AIR CORP   2017-12-08 2020-09-22
15. SIMPSON MANUFACTURING CO INC   2020-03-10 2020-09-22
7. SKYWORKS SOLUTIONS INC   2019-11-20 2020-09-22
3. SNAP ON INC   2017-12-08 2020-09-22
6. STERICYCLE INC   2018-07-25 2020-09-22
9. SYNOPSYS INC COM   2017-12-08 2020-09-22
7. TJX COMPANIES INC   2017-12-08 2020-09-22
5. TELEDYNE TECHNOLOGIES INC NPV   2017-12-08 2020-09-22
11. TORO CO/THE   2019-08-30 2020-09-22
3. WEC ENERGY GROUP INC   2017-12-08 2020-09-22
3. WOODWARD INC   2017-12-08 2020-09-22
3. XILINX INC COM   2019-10-22 2020-09-22
2. RENAISSANCERE HLDGS LTD   2017-12-08 2020-09-22
1. SENSATA TECHNOLOGIES HOLDING   2019-10-22 2020-09-22
6. SENSATA TECHNOLOGIES HOLDING   2019-08-06 2020-09-22
32. MARKETAXESS HOLDINGS INC   2017-12-08 2020-09-23
5. APPLIED MATERIALS INC   2019-02-13 2020-12-14
117.463 ARTISAN DEVELOPING WORLD FUND   2019-04-22 2020-12-14
334.076 BARON EMERGING MARKETS FUND   2016-08-18 2020-12-14
4. CBRE GROUP INC   2017-12-08 2020-12-14
1. CUMMINS INC   2017-12-08 2020-12-14
3. DOVER CORP   2017-12-08 2020-12-14
4. EASTMAN CHEMICAL CO   2017-12-08 2020-12-14
22. ISHARES CORE S& P 500 ETF   2020-05-14 2020-12-14
3. KEYSIGHT TECHNOLOGIES INC   2020-09-22 2020-12-14
4. PACKAGING CORP OF AMERICA   2017-12-08 2020-12-14
4. PROGRESSIVE CORP/THE   2017-12-08 2020-12-14
3. REINSURANCE GROUP OF AMERICA INC   2017-12-08 2020-12-14
6. STIFEL FINANCIAL CORP   2017-12-08 2020-12-14
3. SYNOPSYS INC COM   2017-12-08 2020-12-14
6. SYSCO CORP   2020-09-22 2020-12-14
214. C D W CORP/DE   2017-12-08 2020-12-28
50. AUTODESK INC COM   2017-12-08 2021-01-05
31. EATON VANCE CORP   2020-09-22 2021-01-05
103. EATON VANCE CORP   2017-12-08 2021-01-05
13. INTUIT INC   2017-12-08 2021-01-05
3. AUTOHOME INC   2020-09-22 2021-02-23
77. AUTOHOME INC   2017-12-08 2021-02-23
77. POOL CORP   2017-12-08 2021-02-23
17637.222 AQR MANAGED FUTURES STRATEGY FUND   2019-03-15 2021-03-04
74. APPLIED MATERIALS INC   2019-02-13 2021-03-12
118. REALPAGE INC   2021-01-05 2021-03-12
59. TJX COMPANIES INC   2017-12-08 2021-03-12
7. ACTIVISION BLIZZARD INC   2017-12-08 2021-04-30
6. AGILENT TECHNOLOGIES INC   2017-12-08 2021-04-30
4. ALBEMARLE CORP   2018-08-17 2021-04-30
17. AMERICOLD REALTY TRUST   2019-06-06 2021-04-30
3. AMERISOURCEBERGEN CORP   2017-12-08 2021-04-30
2. ANSYS INC   2017-12-08 2021-04-30
1. BIO RAD LABS INC CL A   2017-12-08 2021-04-30
8. BLACK KNIGHT INC   2017-12-08 2021-04-30
6. BOSTON PROPERTIES INC   2017-12-08 2021-04-30
9. CBRE GROUP INC   2017-12-08 2021-04-30
3. CMC MATERIALS INC   2020-06-16 2021-04-30
6. CSX CORP   2017-12-08 2021-04-30
7. DARDEN RESTAURANTS INC   2017-12-08 2021-04-30
3. DARDEN RESTAURANTS INC   2020-09-22 2021-04-30
8. DENTSPLY SIRONA INC   2017-12-08 2021-04-30
8. DOLLAR TREE INC   2021-03-18 2021-04-30
4. GLOBAL PAYMENTS INC   2017-12-08 2021-04-30
8. INTERCONTINENTAL EXCHANGE INC   2017-12-08 2021-04-30
4. KEYSIGHT TECHNOLOGIES INC   2017-12-08 2021-04-30
3. LABORATORY CORP AMER HLDGS COM NEW   2017-12-08 2021-04-30
6. PROGRESSIVE CORP/THE   2017-12-08 2021-04-30
7. REPUBLIC SVCS INC CL A   2017-12-08 2021-04-30
14. SEALED AIR CORP   2017-12-08 2021-04-30
12. STERICYCLE INC   2018-07-25 2021-04-30
3. SYNOPSYS INC COM   2017-12-08 2021-04-30
10. SYNEOS HEALTH INC CL A   2019-06-19 2021-04-30
7. SYSCO CORP   2020-07-13 2021-04-30
6. WEC ENERGY GROUP INC   2017-12-08 2021-04-30
5. WOODWARD INC   2017-12-08 2021-04-30
7. RENAISSANCERE HLDGS LTD   2021-02-19 2021-04-30
28. TELEDYNE TECHNOLOGIES INC NPV   2017-12-08 2021-05-18
2036.481 JPMORGAN STRAT INC OPP-R6   2020-09-22 2021-05-20
25483.788 JPMORGAN STRAT INC OPP-R6   2019-02-08 2021-05-20
128. FIRST HAWAIIAN INC   2020-02-07 2021-06-08
26.458 BAIRD AGGREGATE BOND FUND   2020-09-22 2021-06-14
461.696 DOUBLELINE EMG MKTS INC-I   2018-03-12 2021-06-14
329.002 DOUBLELINE TTL RTRN BND-R6   2020-09-23 2021-06-14
1474. ISHARES CORE S& P 500 ETF   2020-05-14 2021-06-14
3576.071 PGIM HIGH YIELD FUND   2019-10-22 2021-06-14
86.961 VANGUARD EMERG MKTS BND-ADM   2020-09-23 2021-06-14
20. XILINX INC COM   2017-12-08 2021-06-17
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(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 311   258 53
b 2,802   1,398 1,404
c 2,766   2,167 599
d 1,491   1,068 423
e 181   90 91
2,889   2,828 61
2,846   1,289 1,557
1,774   932 842
140,255   149,623 -9,368
14,791   6,743 8,048
579   437 142
569   615 -46
10,483   8,673 1,810
39,007   28,540 10,467
297   422 -125
338   171 167
379   378 1
819   715 104
628   293 335
116   105 11
174   124 50
457   351 106
234   234  
28,518   16,880 11,638
1,959   999 960
457   215 242
41,706   32,117 9,589
513   255 258
258   137 121
277   262 15
1,308   836 472
311   226 85
301   1,339 -1,038
408   340 68
1,352   908 444
267   392 -125
279   294 -15
392   407 -15
675   403 272
463   926 -463
314   312 2
357   199 158
839   606 233
487   352 135
286   253 33
987   703 284
128,274   108,701 19,573
368   312 56
860   403 457
440   196 244
282   213 69
629   932 -303
2,160   900 1,260
1,605   1,446 159
283   164 119
579   583 -4
280   354 -74
703   761 -58
570   391 179
678   549 129
313   241 72
457   303 154
265   336 -71
1,414   1,202 212
973   672 301
432   517 -85
369   417 -48
1,829   815 1,014
377   258 119
1,575   902 673
914   787 127
287   206 81
235   226 9
299   288 11
334   252 82
42   51 -9
251   274 -23
14,364   6,276 8,088
449   206 243
3,000   1,581 1,419
6,000   4,034 1,966
267   175 92
220   170 50
366   235 131
408   368 40
8,126   6,195 1,931
380   291 89
545   473 72
382   219 163
359   485 -126
456   358 98
722   272 450
450   360 90
28,004   14,902 13,102
15,011   5,371 9,640
2,124   1,140 984
7,058   5,794 1,264
4,796   2,020 2,776
379   281 98
9,718   4,468 5,250
24,246   9,905 14,341
143,038   157,768 -14,730
8,482   3,047 5,435
10,284   10,241 43
3,944   2,173 1,771
639   437 202
800   403 397
673   378 295
688   534 154
362   258 104
730   293 437
625   255 370
580   365 215
653   749 -96
765   393 372
548   436 112
604   338 266
1,026   601 425
440   267 173
536   523 13
920   850 70
859   397 462
939   563 376
577   172 405
795   469 326
606   329 277
744   456 288
689   673 16
912   833 79
741   272 469
850   487 363
593   372 221
580   412 168
622   377 245
1,179   1,114 65
11,490   5,051 6,439
23,521   23,358 163
294,338   293,064 1,274
3,607   3,822 -215
303   315 -12
4,922   4,834 88
3,474   3,543 -69
624,737   373,850 250,887
19,990   19,460 530
2,449   2,390 59
2,529   1,386 1,143
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
      22,452
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       53
b       1,404
c       599
d       423
e       91
      61
      1,557
      842
      -9,368
      8,048
      142
      -46
      1,810
      10,467
      -125
      167
      1
      104
      335
      11
      50
      106
       
      11,638
      960
      242
      9,589
      258
      121
      15
      472
      85
      -1,038
      68
      444
      -125
      -15
      -15
      272
      -463
      2
      158
      233
      135
      33
      284
      19,573
      56
      457
      244
      69
      -303
      1,260
      159
      119
      -4
      -74
      -58
      179
      129
      72
      154
      -71
      212
      301
      -85
      -48
      1,014
      119
      673
      127
      81
      9
      11
      82
      -9
      -23
      8,088
      243
      1,419
      1,966
      92
      50
      131
      40
      1,931
      89
      72
      163
      -126
      98
      450
      90
      13,102
      9,640
      984
      1,264
      2,776
      98
      5,250
      14,341
      -14,730
      5,435
      43
      1,771
      202
      397
      295
      154
      104
      437
      370
      215
      -96
      372
      112
      266
      425
      173
      13
      70
      462
      376
      405
      326
      277
      288
      16
      79
      469
      363
      221
      168
      245
      65
      6,439
      163
      1,274
      -215
      -12
      88
      -69
      250,887
      530
      59
      1,143
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 409,288
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 7,111
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 7,111
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 7,111
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,872
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 2,872
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 4,239
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)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 820-3141

    Located atbullet250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4bullet35244
    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
    REGIONS BANK TRUSTEE
    1     		59,297    
    250 Riverchase Parkway East
    BIRMINGHAM,AL35244
    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
    8,511,325
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,511,325
    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
    8,511,325
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    127,670
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,383,655
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    419,183
    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
    419,183
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,111
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,111
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    412,072
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    412,072
    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
    412,072
    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
    357,643
    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
    357,643
    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
    357,643
    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 7 412,072
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 4,265
    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$ 357,643
    a Applied to 2019, but not more than line 2a 4,265
    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..... 353,378
    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 ..........     		58,694
    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
    VANDERBILT UNIVERSITY
    2100 WEST END AVENUE
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING 356,643
    Total .................................bullet 3a 356,643
    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....     14 167,031  
    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 ............     		    18 409,288  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 30  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   576,349  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    576,349
    (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 AccountingFeesSchedule
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    574599106 MASCO CORP      
    679580100 OLD DOMINION FREIGHT      
    860630102 STIFEL FINANCIAL COR      
    872540109 TJX COS INC/THE      
    92939U106 WEC ENERGY GROUP INC      
    G7496G103 RENAISSANCERE HLDGS      
    231021106 CUMMINS INC      
    257651109 DONALDSON CO INC      
    493267108 KEYCORP NEW COM      
    880208400 TEMPLETON GLOBAL BD      
    00507V109 ACTIVISION BLIZZARD      
    00846U101 AGILENT TECHNOLOGIES      
    008882771 AIM INTERNATIONAL GR      
    00971T101 AKAMAI TECHNOLOGIES      
    03027X100 AMERICAN TOWER CORP-      
    879360105 TELEDYNE TECHNOLOGIE      
    260003108 DOVER CORP      
    464287200 ISHARES CORE S& P 50      
    57060D108 MARKETAXESS HOLDINGS      
    73278L105 POOL CORP      
    74164M108 PRIMERICA INC      
    983919101 XILINX INC      
    099724106 BORG WARNER INC      
    101121101 BOSTON PROPERTIES IN      
    303075105 FACTSET RESEARCH SYS      
    369550108 GENERAL DYNAMICS COR      
    45866F104 INTERCONTINENTAL EXC      
    461202103 INTUIT INC      
    759351604 REINSURANCE GROUP OF      
    833034101 SNAP ON INC      
    042735100 ARROW ELECTRONICS IN      
    12504L109 CBRE GROUP INC      
    045327103 ASPEN TECHNOLOGY INC      
    75524B104 RBC BEARINGS INC      
    052769106 AUTODESK INC COM      
    217204106 COPART INC      
    171798101 CIMAREX ENERGY CO      
    258620509 DOUBLELINE EMG MKTS      
    278265103 EATON VANCE CORP      
    06828M876 BARON EMERGING MARKE      
    237194105 DARDEN RESTAURANTS I      
    258620103 DOUBLELINE TOTAL RET      
    37940X102 GLOBAL PAYMENTS INC      
    810186106 SCOTTS MIRACLE-GRO C      
    891092108 TORO CO/THE      
    74440Y801 PRUDENTIAL HIGH YIEL      
    03662Q105 ANSYS INC      
    03073E105 AMERISOURCEBERGEN CO      
    090572207 BIO RAD LABS INC CL      
    262037104 DRIL-QUIP INC      
    01741R102 ALLEGHENY TECHNOLOGI      
    562750109 MANHATTAN ASSOCS INC      
    871607107 SYNOPSYS INC COM      
    741511109 PRICESMART INC      
    038336103 APTARGROUP INC      
    057071854 BAIRD AGGREGATE BOND      
    277432100 EASTMAN CHEMICAL CO      
    316146109 FIDELITY INV GRADE B      
    384109104 GRACO INC      
    60786M105 MOELIS & CO      
    743315103 PROGRESSIVE CORP/THE      
    81211K100 SEALED AIR CORP      
    N22717107 CORE LABORATORIES N      
    00770G847 JOHCM INTERNATIONAL      
    05278C107 AUTOHOME INC      
    891906109 TOTAL SYS SVCS INC      
    04316A108 ARTISAN PARTNERS ASS      
    12514G108 C D W CORP/DE      
    126408103 CSX CORP      
    749607107 R L I CORP      
    754730109 RAYMOND JAMES FINANC      
    760759100 REPUBLIC SERVICES IN      
    980745103 WOODWARD INC      
    49338L103 KEYSIGHT TECHNOLOGIE      
    92927K102 WABCO HLDGS INC      
    50540R409 LABORATORY CORP AMER      
    361448103 GATX CORP      
    695156109 PACKAGING CORP OF AM      
    127055101 CABOT CORPORATION CO      
    212015101 CONTINENTAL RESOURCE      
    23331A109 D R HORTON INC      
    24906P109 DENTSPLY SIRONA INC      
    426281101 JACK HENRY & ASSOCIA      
    03755L104 APERGY CORP      
    09215C105 BLACK KNIGHT INC      
    76657Y101 RIGHTMOVE PLC      
    87166B102 SYNEOS HEALTH INC CL      
    858912108 STERICYCLE INC      
    04314H592 ARTISAN DEVELOPING W      
    128119880 CALAMOS MARKET NEUTR      
    969251750 WILLIAM BLAIR MACRO      
    012653101 ALBEMARLE CORP      
    441593100 HOULIHAN LOKEY INC      
    46637K265 JPMORGAN HEDGED EQUI      
    00203H859 AQR MANAGED FUTURES      
    00912X302 AIR LEASE CORP      
    038222105 APPLIED MATERIALS IN      
    AMERICOLD REALTY TRUST      
    JP MORGAN STRATEGIC INCOME OPP      
    922020813 VANGUARD EMERG MKTS      
    78410G104 SBA COMMUNICATIONS C      
    03064D108 AMERICOLD REALTY TRU      
    31635T807 FIDELITY ADV INV GR      
    48121L114 JPMORGAN STRAT INC O      
    74440Y884 PGIM HIGH YIELD FUND      
    871829107 SYSCO CORP      
    829073105 SIMPSON MANUFACTURIN      
    83088M102 SKYWORKS SOLUTIONS I      
    32051X108 FIRST HAWAIIAN INC      
    412295107 HARDING LOEVNER FDS      
    G8060N102 SENSATA TECHNOLOGIES      
    005098108 ACUSHNET HOLDINGS CO      
    12709P103 CABOT MICROELECTRONI      
    29084Q100 EMCOR GROUP INC      
    SEE ATTACHED AT COST 6,821,064 8,939,300

    TY 2020 OtherDecreasesSchedule
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Description Amount
    ASSET BASIS ADJUSTMENT 725
    COST BASIS ADJUSTMENT 3,243


    TY 2020 OtherExpensesSchedule
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSE 26 26   0


    TY 2020 OtherIncomeSchedule2
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 30 30  


    TY 2020 OtherIncreasesSchedule
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 433


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 4,521 4,521    


    TY 2020 TaxesSchedule
    Name:
    LOUISE B MCGAVOCK FOR VANDERBILT UNIVERSITY
    EIN:
    62-6064512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 901 901   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,439 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,425 0   0
    FOREIGN TAXES ON NONQUALIFIED 1 1   0