Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Whitfield Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-2122822
B Telephone number (see instructions)

(800) 839-1754
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$2,134,630J 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) 1,422,230
2 Check bullet.............
3 Interest on savings and temporary cash investments 129 129  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 164,718
b Gross sales price for all assets on line 6a 758,702
7 Capital gain net income (from Part IV, line 2)... 758,681
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,587,077 758,810  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,607     11,607
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,607 0   11,607
25 Contributions, gifts, grants paid....... 724,000 724,000
26 Total expenses and disbursements. Add lines 24 and 25 735,607 0   735,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 851,470
b Net investment income (if negative, enter -0-) 758,810
c Adjusted net income (if negative, enter -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......... 18,232 41,456 41,456
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,114,809 Click to see attachment1,943,055 2,093,174
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 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) 1,133,041 1,984,511 2,134,630
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 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,133,041 1,984,511
29 Total net assets or fund balances (see instructions)..... 1,133,041 1,984,511
30 Total liabilities and net assets/fund balances (see instructions). 1,133,041 1,984,511
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
1,133,041
2
Enter amount from Part I, line 27a .....................
2
851,470
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,984,511
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,984,511
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 Publicly-traded Securities      
b
c
d
e
(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 758,702   21 758,681
b
c
d
e
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       758,681
b
c
d
e
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 2 758,681
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 10,547
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 10,547
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,547
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 348
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 348
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,199
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 taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
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)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
     
    ........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
    Carol A Whitfield Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Roy Whitfield Dir, Pres, Sec, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Thomas C Whitfield Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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)
    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
    1,371,491
    b
    Average of monthly cash balances.......................
    1b
    36,709
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,408,200
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,408,200
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,123
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,387,077
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    69,354
    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
    69,354
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,547
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,547
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,807
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    58,807
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    58,807
    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
    735,607
    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
    735,607
    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
    735,607
    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 58,807
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 43,735
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 735,607
    a Applied to 2019, but not more than line 2a 43,735
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 58,807
    e Remaining amount distributed out of corpus 633,065
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 633,065
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		633,065
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 633,065
    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).)
    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.
    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
    A Benavides Morales
    103 South Grant Street
    San Mateo,CA94401     		NONE I Hardship Assistance Grant 5,000
    A Borrero
    1927 Bridgepointe Pkwy K124
    San Mateo,CA94404     		NONE I Short-term Emergency Assistance Grant 5,000
    A Encarnado
    81 Park Plaza Drive Apt 20
    Daly City,CA94015     		NONE I Short-term Emergency Assistance Grant 5,000
    A Gabriel
    7675 Shoreline Drive
    Stockton,CA95219     		NONE I Hardship Assistance Grant 5,000
    A Gonzalez
    1076 Hilby Ave
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    A Houchins
    2906 Carolina Avenue
    Redwood City,CA94061     		NONE I Hardship Assistance Grant 5,000
    A Laureano
    50392 Calle Tolosa
    Coachella,CA92236     		NONE I Short-term Emergency Assistance Grant 5,000
    A Lugo
    35 Cypress Lane
    Daly City,CA94014     		NONE I Hardship Assistance Grant 5,000
    A Mohamed
    1241 W Hillsdale Blvd
    San Mateo,CA94403     		NONE I Short-term Emergency Assistance Grant 5,000
    A Ortiz-Morales
    1312 Lowell St
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    A Ortiz-Sanchez
    1658 Flores St
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    A Rocero
    3330 Del Monte Blvd Apt 205
    Marina,CA93933     		NONE I Short-term Emergency Assistance Grant 5,000
    A Smith
    302 East Hawkeye Avenue Apt 365
    Turlock,CA95380     		NONE I Hardship Assistance Grant 5,000
    B Badjo
    225 Coronado Avenue
    Daly City,CA94015     		NONE I Hardship Assistance Grant 5,000
    B Feliciano
    3402 Edison St
    San Mateo,CA94403     		NONE I Short-term Emergency Assistance Grant 5,000
    C Contreras
    16120 Church Street Apt B
    Morgan Hill,CA95037     		NONE I Hardship Assistance Grant 5,000
    C Jimenez
    205 Barbee Ct
    Marina,CA93933     		NONE I Short-term Emergency Assistance Grant 5,000
    C Martinez
    56 West Cavour St
    Daly City,CA94014     		NONE I Hardship Assistance Grant 5,000
    C Paramo
    11060 Seymour St
    Castroville,CA95012     		NONE I Short-term Emergency Assistance Grant 5,000
    C Plascencia
    222 Amour Ave
    South San Francisco,CA94080     		NONE I Short-term Emergency Assistance Grant 5,000
    C Sumpter
    PO Box 2204
    Santa Cruz,CA95063     		NONE I Hardship Assistance Grant 5,000
    C Tantillo
    5100 Coe Ave 69
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    C Wang
    6897 N Huntington Drive
    San Bernardino,CA92407     		NONE I Short-term Emergency Assistance Grant 5,000
    C Wang
    2218 Bikini Ave
    San Jose,CA95122     		NONE I Short-term Emergency Assistance Grant 5,000
    C Wong
    1751 Pierce Street
    San Mateo,CA94403     		NONE I Short-term Emergency Assistance Grant 5,000
    D Cardenas
    102 Templeton Ave
    Daly City,CA94014     		NONE I Hardship Assistance Grant 5,000
    D Gutierrez
    33 E Empire Street Apt 105
    San Jose,CA95112     		NONE I Hardship Assistance Grant 5,000
    D Hansen
    24 Second Avenue
    San Mateo,CA94401     		NONE I Hardship Assistance Grant 5,000
    D Littlejohn
    2401 Carlmont Drive
    Belmont,CA94002     		NONE I Hardship Assistance Grant 5,000
    D Lugo Merced
    1565 El Camino Real 501
    South San Francisco,CA94080     		NONE I Hardship Assistance Grant 5,000
    D Luna
    81358 Avenida Blanca
    Indio,CA92201     		NONE I Short-term Emergency Assistance Grant 5,000
    D Martinez
    17141 Creekside Circle
    Morgan Hill,CA95037     		NONE I Hardship Assistance Grant 5,000
    D Pham
    2191 Laurelei Avenue
    San Jose,CA95123     		NONE I Short-term Emergency Assistance Grant 5,000
    D Poitras
    8191 River Road
    Richmond BC   V6X1X8
    CA     		NONE I Short-term Emergency Assistance Grant 5,000
    E Silva
    9900 South Mason Road
    Richmond,TX77406     		NONE I Hardship Assistance Grant 5,000
    E Villa Cardenas
    84471 51st Avenue Apt F Unit 204
    Coachella,CA92236     		NONE I Short-term Emergency Assistance Grant 5,000
    F Aceves
    50-701 Washington St Apt 412
    La Quinta,CA92253     		NONE I Short-term Emergency Assistance Grant 5,000
    F Felipe
    1404 Floribunda Ave Apt 209
    Burlingame,CA94010     		NONE I Hardship Assistance Grant 5,000
    F Fong
    942 Acacia Ave
    Los Altos,CA94022     		NONE I Short-term Emergency Assistance Grant 5,000
    F Gomez
    43376 Cook St Unit 165
    Palm Desert,CA92211     		NONE I Short-term Emergency Assistance Grant 5,000
    F Sanchez
    1770 Harding St
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    G Esquivel
    9500 Center St 18
    Carmel,CA93923     		NONE I Short-term Emergency Assistance Grant 5,000
    G Gonzalez
    79390 Sierra Vista
    La Quinta,CA92253     		NONE I Short-term Emergency Assistance Grant 5,000
    G Luna
    337 South Fremont street
    San Mateo,CA94401     		NONE I Hardship Assistance Grant 5,000
    G Salazar
    53-600 Fillmore Street Space 7
    Thermal,CA92274     		NONE I Short-term Emergency Assistance Grant 5,000
    G Williams
    79145 Victoria Dr
    La Quinta,CA92253     		NONE I Short-term Emergency Assistance Grant 5,000
    H Bonilla
    315 Park St
    Salinas,CA93901     		NONE I Short-term Emergency Assistance Grant 5,000
    H Lee
    5348 Monterey Highway Apt 6
    San Jose,CA95111     		NONE I Hardship Assistance Grant 5,000
    I Murillo
    3061 La Selva St
    San Mateo,CA94403     		NONE I Hardship Assistance Grant 5,000
    I Osorio
    1630 S Delaware Str Unit 25057
    San Mateo,CA94402     		NONE I Hardship Assistance Grant 5,000
    J Artiles
    439 Milton Avenue
    San Bruno,CA64066     		NONE I Hardship Assistance Grant 2,803
    J Artiles
    439 Milton Avenue
    San Bruno,CA94066     		NONE I Hardship Assistance Grant 2,197
    J Chang
    491 Chestnut Ave
    Milpitas,CA95035     		NONE I Short-term Emergency Assistance Grant 5,000
    J Diaz
    1470 English Drive Apt 25
    San Jose,CA95129     		NONE I Short-term Emergency Assistance Grant 5,000
    J Garcia
    579 1/2 San Mateo Avenue
    San Bruno,CA94066     		NONE I Hardship Assistance Grant 5,000
    J Guerra
    81351 Fred Waring Dr Apt 5
    Indio,CA92201     		NONE I Short-term Emergency Assistance Grant 5,000
    J Guerrero
    104 Garces Drive
    San Francisco,CA94132     		NONE I Hardship Assistance Grant 5,000
    J Ochoa
    3121 La Selva street
    San Mateo,CA94403     		NONE I Hardship Assistance Grant 5,000
    J Ryker
    118 West Street
    Reno,NV89501     		NONE I Hardship Assistance Grant 5,000
    J Sarinana
    5578 Spinnaker Drive
    San Jose,CA95123     		NONE I Hardship Assistance Grant 5,000
    J Segura
    13285 Snowbell Lane
    Moreno Valley,CA92553     		NONE I Short-term Emergency Assistance Grant 5,000
    J Somerset
    411 Durham Street
    Menlo Park,CA94025     		NONE I Short-term Emergency Assistance Grant 5,000
    J Vasquez
    1040 Olympia Ave 3
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    J Walsh
    48 Wavecrest Drive
    Daly City,CA94015     		NONE I Short-term Emergency Assistance Grant 5,000
    J Zamora
    1933 East Bayshore Rd
    Redwood City,CA94063     		NONE I Hardship Assistance Grant 5,000
    K Blue
    2580 Francisco Blvd Apt 12
    Pacifica,CA94044     		NONE I Hardship Assistance Grant 5,000
    K Dembaugh
    21851 Newland St Spc 8
    Huntington Beach,CA92646     		NONE I Short-term Emergency Assistance Grant 5,000
    K Ke
    2608 Trimble Rd
    San Jose,CA95132     		NONE I Short-term Emergency Assistance Grant 5,000
    K Serra
    5 Hillcrest Drive
    Millbrae,CA94030     		NONE I Hardship Assistance Grant 5,000
    K VanPelt
    140 Lincoln Avenue
    Redwood City,CA94061     		NONE I Hardship Assistance Grant 5,000
    L Chen
    1943 Mount Vernon Ct 105
    Mountain View,CA94040     		NONE I Short-term Emergency Assistance Grant 5,000
    L Copeland
    PO Box 163 Placer Road
    Igo,CA96047     		NONE I Short-term Emergency Assistance Grant 5,000
    L Diaz
    11381 Gell St
    Castroville,CA95012     		NONE I Short-term Emergency Assistance Grant 5,000
    L Feleti
    1134 Windermere Avenue
    Menlo Park,CA94025     		NONE I Hardship Assistance Grant 5,000
    L Gramajo Castro De Ruiz
    441 East Market Street
    Daly City,CA94014     		NONE I Short-term Emergency Assistance Grant 5,000
    L Marin
    1670 Bay Road Apt 17
    East Palo Alto,CA94303     		NONE I Hardship Assistance Grant 5,000
    L Mills
    907 E San Carlos Avenue
    San Carlos,CA94070     		NONE I Hardship Assistance Grant 5,000
    L Nicholas
    326 Cypress Street
    Redwood City,CA94601     		NONE I Hardship Assistance Grant 5,000
    L Salazar Gomez
    53600 Fillemore St
    Thermal,CA92274     		NONE I Short-term Emergency Assistance Grant 5,000
    L Wang
    7250 Blue Hill Dr
    San Jose,CA95129     		NONE I Short-term Emergency Assistance Grant 5,000
    L Williams
    1598 Karl Street
    San Jose,CA95122     		NONE I Hardship Assistance Grant 5,000
    M Beckum
    132 Wisteria Drive
    East Palo Alto,CA94303     		NONE I Hardship Assistance Grant 5,000
    M Benton
    PO Box 51532
    East Palo Alto,CA94303     		NONE I Short-term Emergency Assistance Grant 5,000
    M Bravo
    1370 Lexington Drive F-9
    San Jose,CA95117     		NONE I Short-term Emergency Assistance Grant 5,000
    M Cerna
    60584 Polk Street
    Thermal,CA92274     		NONE I Short-term Emergency Assistance Grant 5,000
    M Diaz
    1632 Eucalyptus Dr Apt 20
    Solvang,CA93463     		NONE I Short-term Emergency Assistance Grant 5,000
    M Lawson
    610 E Weddell Drive Apt 350
    Sunnyvale,CA94089     		NONE I Hardship Assistance Grant 5,000
    M Lomeli
    2543 Hazelwood Way
    East Palo Alto,CA94303     		NONE I Hardship Assistance Grant 5,000
    M Lopez
    369 Cypress Avenue
    San Bruno,CA94066     		NONE I Hardship Assistance Grant 5,000
    M Luna Narciso
    1294 Amador Ave Apt B
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    M Mata
    5638 Calmor Avenue Apt 4
    San Jose,CA95123     		NONE I Hardship Assistance Grant 5,000
    M Pulido
    2403 Fordham Street
    East Palo Alto,CA94303     		NONE I Short-term Emergency Assistance Grant 5,000
    M Rodriguez
    62 Winslow Street App 1
    Redwood City,CA94063     		NONE I Short-term Emergency Assistance Grant 5,000
    M Sanchez
    74081 El Cortez Way
    Palm Desert,CA92260     		NONE I Short-term Emergency Assistance Grant 5,000
    M Santana
    75369 Kelsy Cir S
    Palm Dessert,CA92211     		NONE I Short-term Emergency Assistance Grant 5,000
    M Schneider
    PO Box 561
    Fawnskin,CA92333     		NONE I Short-term Emergency Assistance Grant 5,000
    M Tafolla
    5 Newell Ct Apt 5311
    East Palo Alto,CA94303     		NONE I Short-term Emergency Assistance Grant 5,000
    M Zhang
    640 San Antonio Rd 202
    Palo Alto,CA94306     		NONE I Short-term Emergency Assistance Grant 5,000
    N Feger
    1152 Ayala Drive Apt 1
    Sunnyvale,CA94086     		NONE I Hardship Assistance Grant 5,000
    N Huynh
    2151 Oakland Rd 216
    San Jose,CA95131     		NONE I Short-term Emergency Assistance Grant 5,000
    N Kelly
    1237 Ingalls Street
    San Francisco,CA94124     		NONE I Hardship Assistance Grant 5,000
    N Silliman
    315 Oak Avenue
    Redwood City,CA94061     		NONE I Hardship Assistance Grant 5,000
    O Davidov
    440 Romona Ave Apt 37
    Monterey,CA93940     		NONE I Short-term Emergency Assistance Grant 2,000
    P Corsetti
    330 Imperial Drive
    Pacifica,CA94044     		NONE I Hardship Assistance Grant 5,000
    P Laughlin
    2517 Pawnee Street
    Santa Rosa,CA95403     		NONE I Short-term Emergency Assistance Grant 5,000
    P Le
    1438 Laurel St
    San Carlos,CA94070     		NONE I Short-term Emergency Assistance Grant 5,000
    R Ashton
    182 Heritage Drive
    Nanaimo,BCV9V 1J9
    CA     		NONE I Short-term Emergency Assistance Grant 5,000
    R Ceja
    1920 Coral Oak Ct
    Modesto,CA95355     		NONE I Short-term Emergency Assistance Grant 5,000
    R Diaz-Martin
    46 Bayshore Circle
    San Bruno,CA94066     		NONE I Hardship Assistance Grant 5,000
    R Ortiz
    1787 Lancaster Dr Apt 14
    San Jose,CA95124     		NONE I Short-term Emergency Assistance Grant 5,000
    R Parada
    2740 Devonshire
    Redwood City,CA94063     		NONE I Hardship Assistance Grant 5,000
    R Picon
    190 W Hillsdale Blvd
    San Mateo,CA94403     		NONE I Hardship Assistance Grant 5,000
    S Aceves
    64411 Van Buren
    Thermal,CA92274     		NONE I Short-term Emergency Assistance Grant 5,000
    S Andrews
    678 N King Rd Apt 422
    San Jose,CA95133     		NONE I Hardship Assistance Grant 5,000
    S Feleti
    543 S Park Victoria Dr Apt 520
    Milpitas,CA95035     		NONE I Hardship Assistance Grant 5,000
    S Garcia Sandoval
    47395 Monroe St Apt 108
    Indio,CA92201     		NONE I Short-term Emergency Assistance Grant 5,000
    S Johnson
    1405 Marshall St Apt 411
    Redwood City,CA94063     		NONE I Hardship Assistance Grant 5,000
    S Macias Islas
    53-551 Cesar Chavez St
    Coachella,CA92236     		NONE I Hardship Assistance Grant 5,000
    S Mancilla-Monreal
    6595 Montezuma Rd
    San Diego,CA92115     		NONE I Short-term Emergency Assistance Grant 5,000
    S Monreal
    84395 Calendula Ave
    Coachella,CA92236     		NONE I Short-term Emergency Assistance Grant 5,000
    S Nelson
    313-10th Street
    Pacific Grove,CA93950     		NONE I Short-term Emergency Assistance Grant 2,000
    S Paniagua
    53-551 Cesar Chavez St
    Coachella,CA92236     		NONE I Short-term Emergency Assistance Grant 5,000
    S Ramirez
    52712 Shady Lane
    Coachella,CA92236     		NONE I Short-term Emergency Assistance Grant 5,000
    S Rodriguez
    1 West Santa Inez Ave Apt N
    San Mateo,CA94402     		NONE I Hardship Assistance Grant 1,000
    S Rodriguez
    1 West Santa Inez Ave Apt N
    San Mateo,CA94402     		NONE I Hardship Assistance Grant 4,000
    S Wilson
    678 North King Road
    San Jose,CA95133     		NONE I Hardship Assistance Grant 5,000
    T Balesteri
    PO Box 10342
    Salinas,CA93912     		NONE I Short-term Emergency Assistance Grant 5,000
    T Diaz
    105 Rockaway Beach Avenue
    Pacifica,CA94044     		NONE I Hardship Assistance Grant 5,000
    T Eigsti
    143 W 75th St
    New York,NY10023     		NONE I Short-term Emergency Assistance Grant 5,000
    T Faapuaa
    217 Buena Visita Ave
    Daly City,CA94015     		NONE I Short-term Emergency Assistance Grant 5,000
    T Garcia
    5338 Monterey Highway
    San Jose,CA95111     		NONE I Hardship Assistance Grant 5,000
    T Lee
    423 N 7th Street
    San Jose,CA95112     		NONE I Short-term Emergency Assistance Grant 5,000
    T Nguyen
    2643 Faust Court
    San Jose,CA95121     		NONE I Short-term Emergency Assistance Grant 5,000
    T Ouro-Gbeleou
    35 PONCETTA DR App337
    Daly City,CA94015     		NONE I Short-term Emergency Assistance Grant 5,000
    T Vega-Mendoza
    22 North Claremont Street Apt D
    San Mateo,CA94401     		NONE I Short-term Emergency Assistance Grant 5,000
    V Giron
    68200 Corta Road
    Cathedral City,CA92234     		NONE I Short-term Emergency Assistance Grant 5,000
    V Hernandez
    138 Berkshire Ave
    Redwood City,CA94063     		NONE I Hardship Assistance Grant 5,000
    V Lopez
    1412 Vallejo St Apt A
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    V Tran
    78870 Bayberry Lane
    La Quinta,CA92253     		NONE I Short-term Emergency Assistance Grant 5,000
    W Cain
    3-7288 Neal Street
    Vancouver BC   V6P3N7
    CA     		NONE I Short-term Emergency Assistance Grant 5,000
    W Chan
    2851 Mauricia Ave
    Santa Clara,CA95051     		NONE I Short-term Emergency Assistance Grant 5,000
    Y Grande Ayala
    1120 San Anselmo Avenue S
    San Bruno,CA94066     		NONE I Hardship Assistance Grant 5,000
    Y Hernandez-Flores
    1144 Roewill Dr
    San Jose,CA95117     		NONE I Hardship Assistance Grant 5,000
    Y Jones
    291 Auburn Way Apt 4
    San Jose,CA95129     		NONE I Hardship Assistance Grant 5,000
    Y Lusheng
    1086 Indian Summer Ct
    San Jose,CA95122     		NONE I Short-term Emergency Assistance Grant 5,000
    Y Mejia
    1654 Highland St
    Seaside,CA93955     		NONE I Short-term Emergency Assistance Grant 5,000
    Z Lin
    643 La Maison Drive
    San Jose,CA95128     		NONE I Short-term Emergency Assistance Grant 5,000
    Z Pilonieta
    334 Danube Ave Apt 201
    Tampa,FL33606     		NONE I Short-term Emergency Assistance Grant 5,000
    Total .................................bullet 3a 724,000
    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 ...........     		    14 129  
    4 Dividends and interest from securities....          
    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 ............     		    18 164,718  
    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)..   164,847  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    164,847
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Whitfield Family Foundation
     
    Employer identification number

    83-2122822
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Whitfield Family Foundation
          		Employer identification number
    83-2122822
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Whitfield Family 1993 Rev Trust
    300 Cambridge Ave
     
    Palo Alto, CA94306

    		$ 1,422,230


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Whitfield Family Foundation
          		Employer identification number

    83-2122822
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INCYTE CORPORATION INCY, 6000 sh. $ 549,930 2020-10-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INCYTE CORPORATION INCY, 10000 sh. $ 872,300 2020-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Whitfield Family Foundation
          		Employer identification number

    83-2122822
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 DepreciationSchedule
    Name:
    Whitfield Family Foundation
    EIN:
    83-2122822
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Whitfield Family Foundation
    EIN:
    83-2122822
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INCYTE CORPORATION 1,943,055 2,093,174

    TY 2020 LiquidationExplanationStmt
    Name:
    Whitfield Family Foundation
    EIN:
    83-2122822
    Statement:
    As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $680,265. This amount represents 25% or more of the Foundation's net assets of $1,437,182 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


    TY 2020 OtherExpensesSchedule
    Name:
    Whitfield Family Foundation
    EIN:
    83-2122822
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 11,477     11,477
    Postage/Delivery Service 105     105
    State or Local Filing Fees 25     25