TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
ASPIAZU FLORA URRESTI CHARIT TUA

Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118

A Employer identification number

37-6566493

B Telephone number (see instructions)

(888) 730-4933

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,130,929J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	25,288		25,253
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		40,707
b	Gross sales price for all assets on line 6a 538,237
7	Capital gain net income (from Part IV, line 2)...			40,707
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).......
12	Total. Add lines 1 through 11........	65,995		65,960
13	Compensation of officers, directors, trustees, etc.	14,721		13,249		1,472
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).......		958	0	0	958
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		1,029	692		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).......		6	6
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	16,714		13,947	0	2,430
25	Contributions, gifts, grants paid.......	53,141				53,141
26	Total expenses and disbursements. Add lines 24 and 25	69,855		13,947	0	55,571
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-3,860
b	Net investment income (if negative, enter -0-)			52,013
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,408	2,013	2,013
	2	Savings and temporary cash investments.........	28,665	20,697	20,697
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......		230,069	356,814
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	877,550	650,552	751,405
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	907,623	903,331	1,130,929
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	907,623	903,331
	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).....	907,623	903,331
	30	Total liabilities and net assets/fund balances (see instructions).	907,623	903,331

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

907,623

Enter amount from Part I, line 27a .....................

-3,860

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

903,764

Decreases not included in line 2 (itemize) bullet

433

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

903,331

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	23. AT & T INC			2020-01-13
b	1. ALPHABET INC CL C		2018-08-02	2020-01-13
c	7. APPLE INC		2019-08-16	2020-01-13
d	2. BLACKROCK INC		2018-11-15	2020-01-13
e	2. BOEING CO		2019-11-06	2020-01-13
	11. CVS HEALTH CORPORATION			2020-01-13
	7. CELANESE CORP		2019-08-16	2020-01-13
	12. CITIGROUP INC.		2019-07-31	2020-01-13
	9. COGNIZANT TECH SOLUTIONS CRP COM		2019-08-16	2020-01-13
	4. DIAGEO PLC - ADR		2019-08-16	2020-01-13
	4. WALT DISNEY CO		2019-08-16	2020-01-13
	101. EATON VANCE GLOB MACRO ADV-I 208		2017-10-20	2020-01-13
	6. ELECTRONIC ARTS INC			2020-01-13
	9. GILEAD SCIENCES INC			2020-01-13
	3. HOME DEPOT INC		2019-08-16	2020-01-13
	61. ISHARES CORE U.S. AGGREGATE ETF			2020-01-13
	5. ISHARES S&P MID-CAP 400 GROWTH		2019-10-17	2020-01-13
	3. ISHARES S&P MID-CAP 400 GROWTH		2016-09-20	2020-01-13
	20. ISHARES RUSSELL 2000 ETF		2018-01-25	2020-01-13
	8. ISHARES S&P MID-CAP 400 VALUE		2019-10-17	2020-01-13
	7. ISHARES S&P MID-CAP 400 VALUE		2016-05-06	2020-01-13
	75. ISHARES CORE MSCI EMERGING ETF		2018-09-25	2020-01-13
	4. JPMORGAN CHASE & CO		2019-10-17	2020-01-13
	4. JPMORGAN CHASE & CO		2018-11-15	2020-01-13
	9. LAS VEGAS SANDS CORP		2018-10-01	2020-01-13
	30. MANULIFE FINANCIAL CORP		2018-11-15	2020-01-13
	6. MANULIFE FINANCIAL CORP		2019-10-17	2020-01-13
	6. MERCK & CO INC NEW		2019-08-16	2020-01-13
	13. MICROSOFT CORP			2020-01-13
	13. MONDELEZ INTERNATIONAL INC		2019-08-16	2020-01-13
	10. NIKE INC CL B		2019-08-16	2020-01-13
	5. PNC FINANCIAL SERVICES GROUP		2015-06-12	2020-01-13
	3. RAYTHEON COMPANY		2019-10-17	2020-01-13
	19. SUNCOR ENERGY INC NEW F		2018-11-26	2020-01-13
	12. TORONTO DOMINION BK ONT COM NEW		2019-07-31	2020-01-13
	12. TOTAL S.A. - ADR		2018-11-26	2020-01-13
	3. UNION PACIFIC CORP		2019-08-16	2020-01-13
	3. UNITEDHEALTH GROUP INC		2019-08-16	2020-01-13
	75. VANGUARD FTSE DEVELOPED ETF		2018-07-06	2020-01-13
	31. VANGUARD FTSE DEVELOPED ETF			2020-01-13
	24. VANGUARD FTSE EMERGING MARKETS ETF		2016-06-21	2020-01-13
	6. VANGUARD MIDCAP VIPER		2019-10-17	2020-01-13
	6. EATON CORP PLC		2018-11-26	2020-01-13
	5. MEDTRONIC PLC		2019-08-16	2020-01-13
	6. TE CONNECTIVITY LTD		2019-08-16	2020-01-13
	43. FLEXTRONICS INTL LTD		2018-03-08	2020-01-13
	8. ZOETIS INC		2019-08-16	2020-02-03
	23. ZOETIS INC		2017-04-25	2020-02-03
	14. AT & T INC		2019-10-17	2020-02-13
	3. APPLE INC		2019-08-16	2020-02-13
	3. CME GROUP INC		2013-05-06	2020-02-13
	7. CVS HEALTH CORPORATION			2020-02-13
	7. CITIGROUP INC.		2019-07-31	2020-02-13
	7. EOG RESOURCES, INC		2018-04-10	2020-02-13
	4. FIDELITY NATL INFORMATION SVCS INC		2019-08-16	2020-02-13
	22. HAIN CELESTIAL GROUP INC		2016-01-05	2020-02-13
	44. ISHARES S&P MID-CAP 400 GROWTH			2020-02-13
	57. ISHARES S&P MID-CAP 400 VALUE			2020-02-13
	5. JPMORGAN CHASE & CO		2019-10-17	2020-02-13
	5. ELI LILLY & CO COM		2016-10-05	2020-02-13
	7. MICROSOFT CORP		2019-08-16	2020-02-13
	323.967 T ROWE PR REAL ESTATE-I #432			2020-02-13
	22.404 T ROWE PR REAL ESTATE-I #432		2019-05-09	2020-02-13
	13. SPDR DJ WILSHIRE INTERNATIONAL R ETF		2019-05-08	2020-02-13
	242. SPDR DJ WILSHIRE INTERNATIONAL R ETF		2017-01-18	2020-02-13
	75. TCW EMRG MKTS INCM-I 4721		2018-07-13	2020-02-13
	6. TARGET CORP		2013-05-06	2020-02-13
	2. THERMO FISHER SCIENTIFIC INC		2019-08-16	2020-02-13
	7. VANGUARD INTERMEDIATE TERM B		2016-10-05	2020-02-13
	98. VANGUARD SHORT TERM BOND ETF		2019-02-22	2020-02-13
	89. VANGUARD SHORT TERM BOND ETF			2020-02-13
	3. HOME DEPOT INC		2019-08-16	2020-03-04
	17. HOME DEPOT INC		2017-03-31	2020-03-04
	2. THERMO FISHER SCIENTIFIC INC		2014-12-03	2020-03-04
	23. EATON CORP PLC			2020-03-04
	12. CVS HEALTH CORPORATION			2020-03-17
	4. ELI LILLY & CO COM		2016-10-05	2020-03-17
	9. MONDELEZ INTERNATIONAL INC		2018-07-17	2020-03-17
	4. UNION PACIFIC CORP		2016-04-27	2020-03-17
	19. EATON CORP PLC			2020-03-17
	17. EATON CORP PLC		2019-08-16	2020-03-17
	202.149 EATON VANCE GLOB MACRO ADV-I 208		2017-10-20	2020-04-03
	17.457 FIDELITY NEW MRKTS INC-Z #3323		2016-05-10	2020-04-03
	275. ISHARES CORE U.S. AGGREGATE ETF		2019-05-08	2020-04-03
	130. ISHARES CORE MSCI EMERGING ETF		2018-09-25	2020-04-03
	3. PNC FINANCIAL SERVICES GROUP		2019-08-16	2020-04-03
	27. PNC FINANCIAL SERVICES GROUP			2020-04-03
	193.227 PRINCIPAL HIGH YIELD-R6 #4264		2019-10-09	2020-04-03
	332. VANGUARD INTERMEDIATE TERM B			2020-04-03
	606. VANGUARD FTSE DEVELOPED ETF		2016-05-06	2020-04-03
	459. VANGUARD FTSE EMERGING MARKETS ETF			2020-04-03
	15. VANGUARD FTSE EMERGING MARKETS ETF		2020-02-13	2020-04-03
	27. EOG RESOURCES, INC			2020-04-27
	27. EOG RESOURCES, INC			2020-04-27
	8. ELECTRONIC ARTS INC		2018-12-24	2020-04-27
	2. THERMO FISHER SCIENTIFIC INC		2014-12-03	2020-04-27
	.031 RAYTHEON TECHNOLOGIES CORP		2019-08-16	2020-04-29
	11. AT & T INC		2018-02-13	2020-05-12
	2. APPLE INC		2014-05-15	2020-05-12
	2. BLACKROCK INC		2014-06-16	2020-05-12
	1. BROADCOM INC		2019-07-03	2020-05-12
	26. CVS HEALTH CORPORATION			2020-05-12
	2. CELANESE CORP		2014-12-03	2020-05-12
	7. CISCO SYSTEMS INC		2013-05-06	2020-05-12
	5. CITIGROUP INC.		2014-06-16	2020-05-12
	4. COGNIZANT TECH SOLUTIONS CRP COM		2016-04-27	2020-05-12
	1. DIAGEO PLC - ADR		2013-05-06	2020-05-12
	2. WALT DISNEY CO		2014-05-15	2020-05-12
	2. ELECTRONIC ARTS INC		2018-12-24	2020-05-12
	12. GILEAD SCIENCES INC		2014-05-15	2020-05-12
	6. HAIN CELESTIAL GROUP INC		2016-01-05	2020-05-12
	14. ISHARES S&P MID-CAP 400 GROWTH		2020-04-03	2020-05-12
	106. ISHARES S&P MID-CAP 400 GROWTH			2020-05-12
	169. ISHARES RUSSELL 2000 ETF		2018-01-25	2020-05-12
	45. ISHARES S&P MID-CAP 400 VALUE		2020-04-03	2020-05-12
	152. ISHARES S&P MID-CAP 400 VALUE		2014-05-06	2020-05-12
	18. ISHARES CORE MSCI EMERGING ETF		2018-09-25	2020-05-12
	3. JPMORGAN CHASE & CO			2020-05-12
	5. LAS VEGAS SANDS CORP		2016-04-27	2020-05-12
	1. ELI LILLY & CO COM		2016-10-05	2020-05-12
	21. MANULIFE FINANCIAL CORP			2020-05-12
	3. MERCK & CO INC NEW		2016-03-10	2020-05-12
	5. MICROSOFT CORP		2013-05-06	2020-05-12
	23. MONDELEZ INTERNATIONAL INC		2018-07-17	2020-05-12
	3. NIKE INC CL B		2017-10-19	2020-05-12
	3973.773 PRINCIPAL HIGH YIELD-R6 #4264		2019-10-09	2020-05-12
	2. RAYTHEON TECHNOLOGIES CORP			2020-05-12
	53.19 JAMES ALPHA GL REAL EST-I		2020-02-14	2020-05-12
	9. SUNCOR ENERGY INC NEW F		2015-07-17	2020-05-12
	1. TARGET CORP		2013-05-06	2020-05-12
	5. TORONTO DOMINION BK ONT COM NEW		2019-05-10	2020-05-12
	4. TOTAL S.A. - ADR		2013-05-06	2020-05-12
	3. UNILEVER N.V. - ADR		2020-02-04	2020-05-12
	1. UNION PACIFIC CORP		2016-04-27	2020-05-12
	2. UNITED PARCEL SERVICE-CL B		2013-05-06	2020-05-12
	1. UNITEDHEALTH GROUP INC		2013-05-06	2020-05-12
	13. VANGUARD FTSE DEVELOPED ETF		2016-05-06	2020-05-12
	1. VISA INC-CLASS A SHRS		2020-03-17	2020-05-12
	1. WASTE MANAGEMENT INC		2020-03-04	2020-05-12
	2. MEDTRONIC PLC		2019-07-19	2020-05-12
	20. FLEXTRONICS INTL LTD		2018-03-08	2020-05-12
	19. HAIN CELESTIAL GROUP INC		2016-01-05	2020-05-19
	14. TJX COMPANIES INC		2014-12-03	2020-05-19
	6. ELECTRONIC ARTS INC		2018-12-24	2020-05-29
	34. TJX COMPANIES INC			2020-05-29
	25. TJX COMPANIES INC			2020-05-29
	1222.49 JAMES ALPHA GL REAL EST-I			2020-06-17
	13. CVS HEALTH CORPORATION		2018-01-25	2020-07-20
	12. COGNIZANT TECH SOLUTIONS CRP COM			2020-07-20
	2. APPLE INC		2014-05-15	2020-08-25
	30. HAIN CELESTIAL GROUP INC			2020-08-25
	18. TORONTO DOMINION BK ONT COM NEW		2019-05-10	2020-08-25
	5. UNITED PARCEL SERVICE-CL B		2013-05-06	2020-08-25
	20. APPLE INC		2014-05-15	2020-09-14
	6. NIKE INC CL B		2017-10-19	2020-09-14
	5. UNITED PARCEL SERVICE-CL B		2013-05-06	2020-09-14
	10. TE CONNECTIVITY LTD			2020-09-14
	6. APPLE INC		2014-05-15	2020-09-25
	136. INVESCO OPTIMUM YIELD DIVERS		2020-04-03	2020-09-25
	118. ISHARES CORE U.S. AGGREGATE ETF		2019-05-08	2020-09-25
	81. ISHARES CORE MSCI EMERGING ETF		2018-09-25	2020-09-25
	3. MICROSOFT CORP		2013-05-06	2020-09-25
	222.28 TCW EMRG MKTS INCM-I 4721		2018-07-13	2020-09-25
	46. VANGUARD INTERMEDIATE TERM B		2020-05-12	2020-09-25
	504. VANGUARD INTERMEDIATE TERM B			2020-09-25
	37. VANGUARD FTSE DEVELOPED ETF		2016-05-06	2020-09-25
	12. APPLE INC		2014-05-15	2020-10-21
	32. AT & T INC		2018-02-13	2020-11-02
	2. CME GROUP INC		2020-04-03	2020-11-02
	16. CME GROUP INC		2013-05-06	2020-11-02
	8. NIKE INC CL B		2017-10-19	2020-11-02
	221. FLEXTRONICS INTL LTD			2020-11-02
	21. AT & T INC		2018-02-13	2020-11-03
	55. SPIRIT AEROSYTSEMS HOLD-CL A			2020-11-03
	1. THERMO FISHER SCIENTIFIC INC		2015-03-13	2020-11-03
	5. UNITED PARCEL SERVICE-CL B		2013-05-06	2020-11-03
	3. BROADCOM INC		2019-07-03	2020-11-19
	5. TARGET CORP		2013-05-06	2020-11-30
	1. ALPHABET INC CL C		2014-05-15	2020-12-09
	11. APPLE INC		2014-05-15	2020-12-09
	1. BLACKROCK INC		2014-06-16	2020-12-09
	3. BOEING CO		2013-05-06	2020-12-09
	1. BOOKING HOLDINGS INC		2020-03-04	2020-12-09
	8. CVS HEALTH CORPORATION			2020-12-09
	5. CELANESE CORP			2020-12-09
	15. CISCO SYSTEMS INC		2013-05-06	2020-12-09
	14. CITIGROUP INC.			2020-12-09
	7. COGNIZANT TECH SOLUTIONS CRP COM		2016-09-20	2020-12-09
	5. DIAGEO PLC - ADR		2013-05-06	2020-12-09
	745.341 EV GL MACR ABS RTRN ADV-R6 #1072		2017-10-20	2020-12-09
	657. INVESCO OPTIMUM YIELD DIVERS		2020-04-03	2020-12-09
	7. JPMORGAN CHASE & CO		2016-03-10	2020-12-09
	2. LAM RESEARCH CORP COM		2018-08-02	2020-12-09
	10. LAS VEGAS SANDS CORP		2016-04-27	2020-12-09
	39. MANULIFE FINANCIAL CORP			2020-12-09
	7. MICROSOFT CORP		2013-05-06	2020-12-09
	10. MONDELEZ INTERNATIONAL INC		2018-07-17	2020-12-09
	5. NIKE INC CL B		2017-10-19	2020-12-09
	.031 RAYTHEON TECHNOLOGIES CORP		2019-08-07	2020-12-09
	8.969 RAYTHEON TECHNOLOGIES CORP		2019-08-16	2020-12-09
	3. UNION PACIFIC CORP		2016-04-27	2020-12-09
	4. UNITED PARCEL SERVICE-CL B		2013-05-06	2020-12-09
	3. UNITEDHEALTH GROUP INC		2013-05-06	2020-12-09
	19. VANGUARD FTSE DEVELOPED ETF		2016-05-06	2020-12-09
	55. VANGUARD MIDCAP VIPER		2019-10-17	2020-12-09
	6. WASTE MANAGEMENT INC		2020-03-04	2020-12-09
	7. GILEAD SCIENCES INC		2020-04-03	2020-12-10
	33. GILEAD SCIENCES INC			2020-12-10
	4. LAM RESEARCH CORP COM		2018-10-01	2020-12-10
	6. NIKE INC CL B		2017-10-19	2020-12-10
	21. SUNCOR ENERGY INC NEW F		2015-07-17	2020-12-10
	11. TOTAL S.A. - ADR		2013-05-06	2020-12-10
	5. UNION PACIFIC CORP		2016-04-27	2020-12-10
	55. FLEXTRONICS INTL LTD			2020-12-21
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	876	899	-23
b	1,438	1,206	232
c	2,202	1,445	757
d	1,043	795	248
e	665	709	-44
	798	1,076	-278
	829	772	57
	962	854	108
	550	553	-3
	671	670	1
	575	541	34
	1,069	1,084	-15
	659	631	28
	578	817	-239
	670	610	60
	6,886	6,943	-57
	1,200	1,123	77
	720	525	195
	3,316	3,176	140
	1,358	1,275	83
	1,189	871	318
	4,153	3,884	269
	547	482	65
	547	434	113
	651	537	114
	631	499	132
	126	111	15
	536	509	27
	2,118	1,773	345
	708	709	-1
	1,021	804	217
	794	491	303
	683	611	72
	643	616	27
	672	700	-28
	664	659	5
	538	499	39
	859	735	124
	3,318	3,207	111
	1,371	1,291	80
	1,100	828	272
	1,083	1,008	75
	569	437	132
	588	514	74
	586	539	47
	562	800	-238
	1,084	1,001	83
	3,117	1,268	1,849
	532	530	2
	974	619	355
	623	183	440
	515	631	-116
	551	498	53
	525	750	-225
	595	552	43
	584	882	-298
	10,815	7,411	3,404
	9,713	7,001	2,712
	687	603	84
	716	409	307
	1,290	951	339
	8,686	9,051	-365
	601	634	-33
	510	501	9
	9,489	8,889	600
	647	603	44
	707	420	287
	665	551	114
	621	609	12
	7,938	7,742	196
	7,209	7,055	154
	713	610	103
	4,040	2,499	1,541
	648	258	390
	2,240	1,320	920
	704	1,070	-366
	556	327	229
	444	386	58
	512	358	154
	1,410	1,071	339
	1,262	1,308	-46
	1,931	2,169	-238
	222	265	-43
	31,580	29,897	1,683
	5,122	6,731	-1,609
	269	380	-111
	2,422	2,516	-94
	1,179	1,370	-191
	29,568	28,580	988
	19,251	21,816	-2,565
	15,020	15,595	-575
	491	659	-168
	1,207	1,869	-662
	1,207	2,862	-1,655
	929	608	321
	684	258	426
	2	2
	325	404	-79
	637	169	468
	933	617	316
	276	285	-9
	1,656	2,191	-535
	161	125	36
	307	146	161
	220	239	-19
	219	242	-23
	142	123	19
	217	160	57
	233	152	81
	957	963	-6
	183	241	-58
	2,900	2,375	525
	21,958	17,444	4,514
	21,950	26,838	-4,888
	5,484	4,639	845
	18,523	18,260	263
	792	932	-140
	269	180	89
	238	229	9
	159	82	77
	259	292	-33
	234	159	75
	933	168	765
	1,171	986	185
	274	157	117
	25,869	28,174	-2,305
	116	153	-37
	754	1,058	-304
	155	240	-85
	121	70	51
	206	277	-71
	140	201	-61
	148	176	-28
	156	89	67
	189	174	15
	292	60	232
	467	468	-1
	184	158	26
	101	120	-19
	198	202	-4
	195	372	-177
	553	762	-209
	707	461	246
	719	456	263
	1,799	1,126	673
	1,323	1,415	-92
	19,817	22,444	-2,627
	830	1,055	-225
	735	657	78
	993	169	824
	912	1,193	-281
	874	999	-125
	792	434	358
	2,279	421	1,858
	711	315	396
	796	434	362
	995	653	342
	651	126	525
	1,844	1,618	226
	13,933	12,828	1,105
	4,118	4,194	-76
	610	101	509
	1,772	1,787	-15
	4,294	4,183	111
	47,043	42,193	4,850
	1,477	1,332	145
	1,413	253	1,160
	876	1,174	-298
	304	334	-30
	2,434	974	1,460
	979	420	559
	3,038	3,030	8
	578	770	-192
	1,078	3,236	-2,158
	492	127	365
	806	434	372
	1,133	854	279
	895	350	545
	1,819	520	1,299
	1,370	232	1,138
	711	309	402
	716	282	434
	2,095	1,725	370
	594	637	-43
	658	297	361
	667	312	355
	826	677	149
	562	375	187
	788	615	173
	8,139	8,012	127
	9,575	7,816	1,759
	859	408	451
	1,017	370	647
	586	458	128
	704	524	180
	1,506	235	1,271
	579	429	150
	703	262	441
	2	2
	668	686	-18
	611	268	343
	669	347	322
	1,047	180	867
	884	684	200
	11,215	9,241	1,974
	699	720	-21
	424	540	-116
	1,997	2,316	-319
	1,960	601	1,359
	827	315	512
	394	560	-166
	502	552	-50
	1,011	447	564
	972	534	438
			15
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			15

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			-23
b			232
c			757
d			248
e			-44
			-278
			57
			108
			-3
			1
			34
			-15
			28
			-239
			60
			-57
			77
			195
			140
			83
			318
			269
			65
			113
			114
			132
			15
			27
			345
			-1
			217
			303
			72
			27
			-28
			5
			39
			124
			111
			80
			272
			75
			132
			74
			47
			-238
			83
			1,849
			2
			355
			440
			-116
			53
			-225
			43
			-298
			3,404
			2,712
			84
			307
			339
			-365
			-33
			9
			600
			44
			287
			114
			12
			196
			154
			103
			1,541
			390
			920
			-366
			229
			58
			154
			339
			-46
			-238
			-43
			1,683
			-1,609
			-111
			-94
			-191
			988
			-2,565
			-575
			-168
			-662
			-1,655
			321
			426

			-79
			468
			316
			-9
			-535
			36
			161
			-19
			-23
			19
			57
			81
			-6
			-58
			525
			4,514
			-4,888
			845
			263
			-140
			89
			9
			77
			-33
			75
			765
			185
			117
			-2,305
			-37
			-304
			-85
			51
			-71
			-61
			-28
			67
			15
			232
			-1
			26
			-19
			-4
			-177
			-209
			246
			263
			673
			-92
			-2,627
			-225
			78
			824
			-281
			-125
			358
			1,858
			396
			362
			342
			525
			226
			1,105
			-76
			509
			-15
			111
			4,850
			145
			1,160
			-298
			-30
			1,460
			559
			8
			-192
			-2,158
			365
			372
			279
			545
			1,299
			1,138
			402
			434
			370
			-43
			361
			355
			149
			187
			173
			127
			1,759
			451
			647
			128
			180
			1,271
			150
			441

			-18
			343
			322
			867
			200
			1,974
			-21
			-116
			-319
			1,359
			512
			-166
			-50
			564
			438

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	40,707
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	723
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	723
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	723
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	388
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	335
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	723
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

WELLS FARGO BANK NA Telephone no. bullet

(888) 730-4933

Located at bullet

100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4 bullet

27101

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
WELLS FARGO BANK N A	TRUSTEE 1	14,721
100 N MAIN ST MAC D4001-117 WINSTON SALEM,NC27101	TRUSTEE 1	14,721

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

955,595

Average of monthly cash balances.......................

28,613

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

984,208

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

984,208

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

14,763

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

969,445

Minimum investment return. Enter 5% of line 5..................

48,472

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.)

Minimum investment return from Part X, line 6....................

48,472

Tax on investment income for 2020 from Part VI, line 5......

723

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

723

Distributable amount before adjustments. Subtract line 2c from line 1............

47,749

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

47,749

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

47,749

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

55,571

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

55,571

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

55,571

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)

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					47,749
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	6,614
b From 2016......	4,619
c From 2017......	2,398
d From 2018......	6,669
e From 2019......	527
fTotal of lines 3a through e........		20,827
4Qualifying distributions for 2020 from Part
XII, line 4: $ 55,571
a Applied to 2019, but not more than line 2a				0
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.....					47,749
e Remaining amount distributed out of corpus		7,822
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		28,649
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 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		6,614
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		22,035
10 Analysis of line 9:
a Excess from 2016....	4,619
b Excess from 2017....	2,398
c Excess from 2018....	6,669
d Excess from 2019....	527
e Excess from 2020....	7,822

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

NONE

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.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
OHSU FOUNDATION OFFICE OF PLANNED GIVING PORTLAND,OR97205	NONE	PC	GENERAL OPERATING	31,885
SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT TRUST INV ACCT T TAMPA,FL336313356	NONE	PC	GENERAL OPERATING	10,628
BASQUE MUSEUM AND CULTURAL 611 W GROVE STREET BOISE,ID83702	NOE	PC	GENERAL OPERATING	10,628
Total ................................. 3a				53,141

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	25,288
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	40,707
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				65,995

13Total. Add line 12, columns (b), (d), and (e)..................

65,995

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
512807108 LAM RESEARCH CORP CO	3,027	6,612
89151E109 TOTAL S.A. - ADR	6,152	5,323
460690100 INTERPUBLIC GROUP CO	4,170	4,963
56501R106 MANULIFE FINANCIAL C	7,557	9,231
871829107 SYSCO CORP	4,332	6,980
911312106 UNITED PARCEL SERVIC	3,947	6,904
254687106 WALT DISNEY CO	4,902	8,697
126650100 CVS HEALTH CORPORATI	4,581	5,123
G29183103 EATON CORP PLC	4,062	4,325
907818108 UNION PACIFIC CORP	2,982	6,038
172967424 CITIGROUP INC.	8,529	10,236
532457108 ELI LILLY & CO COM	3,721	6,078
037833100 APPLE INC	6,605	27,998
G5960L103 MEDTRONIC PLC	4,766	5,740
517834107 LAS VEGAS SANDS CORP	5,615	6,735
09247X101 BLACKROCK INC	4,172	7,937
17275R102 CISCO SYSTEMS INC	5,301	7,473
654106103 NIKE INC CL B	3,075	7,215
00206R102 AT & T INC	6,856	6,068
02079K107 ALPHABET INC CL C	9,660	17,519
09857L108 BOOKING HOLDINGS INC	3,334	4,455
09260D107 BLACKSTONE GROUP INC	4,477	5,379
94106L109 WASTE MANAGEMENT INC	5,687	5,897
150870103 CELANESE CORP	3,264	6,627
Y2573F102 FLEX LTD	2,283	4,207
75513E101 RAYTHEON TECHNOLOGIE	5,798	5,935
867224107 SUNCOR ENERGY INC NE	5,388	3,473
097023105 BOEING CO	5,541	5,780
405217100 HAIN CELESTIAL GROUP	2,308	4,256
031162100 AMGEN INC	3,891	3,679
883556102 THERMO FISHER SCIENT	1,976	5,589
H2906T109 GARMIN LTD	4,416	5,744
58933Y105 MERCK & CO INC NEW	4,405	5,726
904767704 UNILEVER PLC - ADR	4,855	5,251
H84989104 TE CONNECTIVITY LTD	3,014	5,327
46625H100 JPMORGAN CHASE & CO	7,320	11,563
891160509 TORONTO DOMINION BK	7,068	7,222
87612E106 TARGET CORP	2,917	6,708
92826C839 VISA INC-CLASS A SHR	4,090	5,687
609207105 MONDELEZ INTERNATION	5,071	6,373
00287Y109 ABBVIE INC	3,659	3,643
91324P102 UNITEDHEALTH GROUP I	4,113	11,572
594918104 MICROSOFT CORP	6,763	25,356
285512109 ELECTRONIC ARTS INC	4,124	6,606
25243Q205 DIAGEO PLC - ADR	5,567	6,670
192446102 COGNIZANT TECH SOLUT	4,068	6,310
31620M106 FIDELITY NATL INFORM	4,454	4,951
11135F101 BROADCOM INC	6,206	9,633

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
517834107 LAS VEGAS SANDS CORP
150870103 CELANESE CORP
848574109 SPIRIT AEROSYTSEMS H
654106103 NIKE INC CL B
907818108 UNION PACIFIC CORP
46625H100 JPMORGAN CHASE & CO
12572Q105 CME GROUP INC
921937819 VANGUARD INTERMEDIAT
Y2573F102 FLEXTRONICS INTL LTD
285512109 ELECTRONIC ARTS INC
437076102 HOME DEPOT INC
872540109 TJX COS INC NEW
097023105 BOEING COMPANY
512807108 LAM RESEARCH CORP CO
89151E109 TOTAL FINA ELF S.A.
09247X101 BLACKROCK INC
87234N765 TCW EMRG MKTS INCM-I	AT COST	41,890	44,790
172967424 CITIGROUP INC
277923264 EATON VANCE GLOB MAC
921937827 VANGUARD BD INDEX FD
375558103 GILEAD SCIENCES INC
26875P101 EOG RESOURCES, INC
56501R106 MANULIFE FINANCIAL C
87612E106 TARGET CORP
H84989104 TE CONNECTIVITY LTD
922042858 VANGUARD EMERGING MA
78463X863 SPDR DJ WILSHIRE INT
126650100 CVS/CAREMARK CORPORA
25243Q205 DIAGEO PLC - ADR
532457108 ELI LILLY & CO COM
883556102 THERMO FISHER SCIENT
91324P102 UNITEDHEALTH GROUP I
464287705 ISHARES S&P MIDCAP 4
02079K107 ALPHABET INC/CA
46434G103 ISHARES CORE MSCI EM	AT COST	77,326	90,268
G29183103 EATON CORP PLC
17275R102 CISCO SYSTEMS INC
594918104 MICROSOFT CORP
405217100 HAIN CELESTIAL GROUP
609207105 MONDELEZ INTERNATION
037833100 APPLE COMPUTER INC C
254687106 WALT DISNEY CO
693475105 PNC FINANCIAL SERVIC
867224107 SUNCOR ENERGY INC NE
464287606 ISHARES S&P MIDCAP 4
779919307 T ROWE PR REAL ESTAT
911312106 UNITED PARCEL SERVIC
464287655 ISHARES RUSSELL 2000	AT COST	34,503	46,270
46090F100 INVESCO OPTIMUM YIEL	AT COST	18,060	23,241
58933Y105 MERCK & CO INC NEW
00206R102 AT & T INC
921943858 VANGUARD FTSE DEVELO	AT COST	35,220	45,180
98978V103 ZOETIS INC
192446102 COGNIZANT TECH SOLUT
31620M106 FIDELITY NATL INFORM
891160509 TORONTO DOMINION BK
922908629 VANGUARD MIDCAP VIPE	AT COST	136,084	179,683
11135F101 BROADCOM INC
755111507 RAYTHEON CO
31641Q755 FIDELITY NEW MRKTS I	AT COST	22,726	22,525
464287226 ISHARES CORE U.S. AG	AT COST	149,361	156,011
G5960L103 MEDTRONIC PLC
74256W626 PRINCIPAL HIGH YIELD
27830W108 EV GL MACR ABS RTRN	AT COST	21,498	21,053
74440Y884 PGIM HIGH YIELD-Q 10	AT COST	113,884	122,384

Category	Amount	Net Investment Income
FOREIGN TAXES	499	499
FEDERAL ESTIMATES - PRINCIPAL	337	0
FOREIGN TAXES ON QUALIFIED FOR	69	69
FOREIGN TAXES ON NONQUALIFIED	124	124

Description	Amount
MUTUAL FUND TIMING ADJ	318
TAX LOT BASIS ADJ	115