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
The Ruth & J O Stone 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

82-3471315
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$33,054,234J 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) 24,525,856
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,235 1,235  
4 Dividends and interest from securities... 549,330 439,146  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,578,014
b Gross sales price for all assets on line 6a 35,653,623
7 Capital gain net income (from Part IV, line 2)... 1,345,182
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)....... Click to see attachment 726,091 440,393  
12 Total. Add lines 1 through 11........ 27,380,526 2,225,956  
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).... Click to see attachment 138,668 137,168   1,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,072 2,172    
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 36,492 560   35,932
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 178,232 139,900   37,432
25 Contributions, gifts, grants paid....... 1,192,500 1,192,500
26 Total expenses and disbursements. Add lines 24 and 25 1,370,732 139,900   1,229,932
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,009,794
b Net investment income (if negative, enter -0-) 2,086,056
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......... 21,150 1,943,863 1,943,863
3 Accounts receivable bullet1,210
Less: allowance for doubtful accounts bullet   540,025 1,210 1,210
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) 891,908 Click to see attachment3,624,942 3,617,928
b Investments—corporate stock (attach schedule)....... 1,834,882 Click to see attachment23,679,891 26,427,992
c Investments—corporate bonds (attach schedule)....... 957,454 Click to see attachment1,005,307 1,063,241
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) 4,245,419 30,255,213 33,054,234
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 4,245,419 30,255,213
29 Total net assets or fund balances (see instructions)..... 4,245,419 30,255,213
30 Total liabilities and net assets/fund balances (see instructions). 4,245,419 30,255,213
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
4,245,419
2
Enter amount from Part I, line 27a .....................
2
26,009,794
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
30,255,213
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
30,255,213
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 Passthrough K1 Capital Gain/(Loss)      
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 35,653,623   34,315,765 1,337,858
b       7,324
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       1,337,858
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 1,345,182
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 28,996
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 28,996
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 28,996
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,447
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,820
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,267
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 24,729
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? Click to see attachment....................
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 changesClick to see attachment....
3
Yes
 
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 list of attachments
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 instructionsClick to see attachment.................
    12
    Yes
     
    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
    Linda R Chamberlain Sec, Treas, Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    H Jason Hall Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Timothy K Mariani Dir, Pres
    3.0     		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
    Wells Fargo Investment Mgmt 137,168
    4030 W BOY SCOUT BLVD STE 150
    TAMPA,FL33607
    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
    18,738,525
    b
    Average of monthly cash balances.......................
    1b
    1,336,556
    c
    Fair market value of all other assets (see instructions)................
    1c
    94,431
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,169,512
    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
    20,169,512
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    302,543
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,866,969
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    993,348
    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
    993,348
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,996
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,996
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    964,352
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    964,352
    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
    964,352
    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
    1,229,932
    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
    1,229,932
    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
    1,229,932
    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 7 964,352
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 37,421
    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$ 1,229,932
    a Applied to 2019, but not more than line 2a 37,421
    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..... 964,352
    e Remaining amount distributed out of corpus 228,159
    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 5 228,159
    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 ......     		228,159
    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.... 228,159
    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
    CLEARWATER FREE CLINIC INC
    1218 COURT ST
    CLEARWATER,FL33756     		N/A PC Charitable Event 10,000
    CLEARWATER FREE CLINIC INC
    1218 COURT ST
    CLEARWATER,FL33756     		N/A PC Charitable Event 10,000
    CLEARWATER FREE CLINIC INC
    1218 COURT ST
    CLEARWATER,FL33756     		N/A PC General & Unrestricted 15,000
    CLEARWATER MARINE AQUARIUM INC
    249 WINDWARD PASSAGE
    CLEARWATER,FL33767     		N/A PC General & Unrestricted 802,500
    CLEARWATER MARINE AQUARIUM INC
    249 WINDWARD PASSAGE
    CLEARWATER,FL33767     		N/A PC Charitable Event 10,000
    COMMUNITY DENTAL CLINIC INC
    1008 WOODLAWN ST
    CLEARWATER,FL33756     		N/A PC Charitable Event 100,000
    COMMUNITY FOUNDATION OF TAMPA BAY INC
    4300 W CYPRESS ST STE 700
    TAMPA,FL33607     		N/A PC General & Unrestricted 85,000
    COMMUNITY FOUNDATION OF TAMPA BAY INC
    4300 W CYPRESS ST STE 700
    TAMPA,FL33607     		N/A PC donor advisor fund 100,000
    MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
    1200 DRUID ROAD S
    CLEARWATER,FL33756     		N/A SO I Charitable Event 10,000
    RELIGIOUS COMMUNITY SERVICES INC
    503 S MARTIN LUTHER KING JR AVE
    CLEARWATER,FL33756     		N/A PC to Purchase of a refrigerated truck 25,000
    RYAN WELLS FOUNDATION INC
    3636 WOODRIDGE PL
    PALM HARBOR,FL34684     		N/A PC Hospitality COVID-19 relief fund 5,000
    THE SALVATION ARMY
    1450 RIVERSIDE DR
    JACKSON,MS39202     		N/A PC The Salvation Army of Clearwater and Upper Pinellas county 20,000
    Total .................................bullet 3a 1,192,500
    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 1,235  
    4 Dividends and interest from securities....     14 549,330  
    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 1,578,014  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 726,091  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,854,670  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,854,670
    (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
    The Ruth & J O Stone Foundation
     
    Employer identification number

    82-3471315
    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
    The Ruth & J O Stone Foundation
          		Employer identification number
    82-3471315
    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
    Ruth P Stone Revocable Trust
    312 Harbor View Lane
     
    Largo, GA33770

    		$ 24,525,856


    (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
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 VANGUARD FTSE ALL-WLD EX-US SMCP IDX VSS, 98 sh. $ 6,780 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD MID-CAP VALUE INDEX VOE, 205 sh. $ 15,277 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CARS COM INC CARS, 111 sh. $ 609 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CITIGROUP INC C, 222 sh. $ 7,769 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GLOBAL SHIP LEASE GSL, 500 sh. $ 1,540 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ISHARES TRUST RUSSELL 2000 VALUE INDEX IWN, 201 sh. $ 15,211 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ROYCE GLOBAL VALUE TRUST, INC RGT, 571 sh. $ 4,074 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TARGA RESOURCES CORP TRGP, 1086 sh. $ 5,506 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WABTEC WAB, 60 sh. $ 2,478 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMERICAN INTERNATIONAL GROUP WTS XXX-XX-XXXX, 24 sh. $ 14 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ANHEUSER BUSCH COS INC BUD, 400 sh. $ 13,764 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CORTEVA INC CTVA, 333 sh. $ 7,289 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 DOW INC DOW, 333 sh. $ 8,791 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MARRIOTT VACATIONS WORLDWIDE CORP VAC, 13 sh. $ 557 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SPDR BLOOMBERG BARCLAYS HYB ETF JNK, 190 sh. $ 17,192 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WELLS FARGO & CO WFC, 166 sh. $ 4,631 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ARES CAPITAL CORPORATION - CLOSED END F ARCC, 513 sh. $ 4,940 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DORCHESTER MINERALS, L.P DMLP, 1020 sh. $ 10,679 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 GANNETT CO, INC GCI, 90 sh. $ 150 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FIFTH THIRD BANCORP FITB, 527 sh. $ 6,535 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LIVE NATION INC COM LYV, 117 sh. $ 3,159 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PNC FINANCIAL GROUP INC PNC, 78 sh. $ 6,717 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ENERGY TRANSFER LP ET, 2880 sh. $ 13,133 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HOME DEPOT INC HD, 50 sh. $ 7,574 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ISHARES RUSSELL 2000 GROWTH INDEX IWO, 62 sh. $ 8,479 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD MID-CAP ETF VO, 296 sh. $ 35,058 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WELLS FARGO DISCIPLINED US FND CL C EVSTX, 36.697 sh. $ 454 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BP PLC SPONSORED ADR BP, 417 sh. $ 6,953 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BLACKROCK ENHANCED DIVIDEND ACHIEVERS T BDJ, 1981 sh. $ 10,410 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CLIFFS NATURAL RESOURCES INC. CLF, 1810 sh. $ 6,308 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ZIMMER BIOMET HOLDINGS ZBH, 43 sh. $ 3,399 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMER INTERNATIONAL GROUP INC AIG, 45 sh. $ 841 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DU PONT DE NEMOURS DD, 333 sh. $ 10,624 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GOLDMAN SACHS MLP ENERGY REN GER, 5000 sh. $ 3,400 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ISHARES BARCLAYS TIPS BOND FUND TIP, 186 sh. $ 20,434 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TEGNA TGNA, 334 sh. $ 4,881 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ENTERPRISE PRODUCTS PARTNERS LP EPD, 724 sh. $ 8,496 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 F.N.B CORPORATION FNB, 3515 sh. $ 21,494 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ONEOK INC OKE, 1642 sh. $ 26,650 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 QURATE RETAIL INC QVC GROUP QRTEA, 132 sh. $ 555 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KEYCORP KEY, 834 sh. $ 7,377 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MOTORS LIQ CO GUC TR UBI MTLQU, 51 sh. $ 397 2020-03-18
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 GENERAL MOTORS GM, 218 sh. $ 3,638 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FRONTIER COMMUNICATIONS CORP FTR, 11 sh. $ 2 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ISHARES JP MORGAN USD EM MKTS BD EMB, 538 sh. $ 47,699 2020-03-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FLAGLER CNTY FLA - 3.000% - 10/01/2028 338406BV2, 100000 sh. $ 107,559 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FLORIDA ST MUN LN - 0.000% - 04/01/2021 342815DT1, 50000 sh. $ 49,175 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BRIDGETON MO - 2.950% - 12/01/2025 108458BC3, 50000 sh. $ 50,028 2020-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 DISTRICT COLUMBIA WTR &SWR - 3.000% - 1 254845ML1, 50000 sh. $ 52,525 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FLORIDA HIGHER EDL - 4.500% - 04/01/202 34073TFH5, 50000 sh. $ 53,070 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GULF CNTY FLA GAS - 3.000% - 10/01/2020 402253EE4, 20000 sh. $ 20,134 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BREVARD CNTY FLA - 3.125% - 07/01/2030 107431KZ0, 50000 sh. $ 51,644 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BIRMINGHAM ALA WTRWKS - 3.000% - 01/01/ 091096LQ8, 125000 sh. $ 127,705 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DISTRICT COLUMBIA REV - 3.100% - 06/01/ 25483VMJ0, 50000 sh. $ 51,550 2020-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 FLORIDA ST MUN - 6.000% - 10/01/2032 34282CLF6, 100000 sh. $ 106,875 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CLARK CNTY NEV - 4.000% - 06/01/2029 180848JH7, 100000 sh. $ 105,449 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CORPUS CHRISTI TEX UTIL SYS - 3.500% - 220245SM7, 85000 sh. $ 86,784 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BARREN CNTY KY - 2.000% - 09/01/2023 068458BP2, 50000 sh. $ 50,539 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BOSTON MASS WTR &SWR - 3.500% - 11/01/2 101029SV9, 75000 sh. $ 80,003 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EUCLID OHIO CITY - 3.000% - 01/15/2028 298047KX8, 100000 sh. $ 106,875 2020-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 FARGO N D PUB SCH DIST NO 1 - 3.000% - 30749LLL8, 80000 sh. $ 82,448 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHARLOTTE N C WTR & SWR SY - 3.500% - 0 161045PG8, 80000 sh. $ 84,521 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FLORIDA ST MUN - 4.125% - 10/01/2022 34282CPG0, 5000 sh. $ 5,012 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GEORGIA ST HSG &FIN - 4.050% - 12/01/20 373539D93, 20000 sh. $ 20,060 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CAPE CORAL FLA - 3.625% - 10/01/2032 13937KFW1, 110000 sh. $ 118,458 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CINCINNATI OHIO ULTD - 3.000% - 12/01/1 172217XR7, 100000 sh. $ 105,449 2020-04-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ESCAMBIA CNTY FLA - 2.600% - 06/01/2023 296130CG0, 50000 sh. $ 52,162 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EDMOND OKLA PUB WKS - 3.500% - 07/01/20 28112NHZ1, 50000 sh. $ 53,826 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DISTRICT COLUMBIA WTR &SWR - 3.250% - 1 254845MP2, 55000 sh. $ 57,571 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CONNECTICUT ST - 3.500% - 04/15/2031 20772J6R8, 50000 sh. $ 53,331 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CONNECTICUT ST GO BDS - 3.000% - 10/15/ 20772JKX9, 50000 sh. $ 50,775 2020-04-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALBANY CNTY N Y - 3.625% - 12/15/2031 012123KT1, 100000 sh. $ 106,836 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ANTHONY WAYNE OHIO - 4.000% - 12/01/205 037015LX0, 105000 sh. $ 112,855 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH CAROLINA ST - 4.000% - 12/01/2056 837151RU5, 105000 sh. $ 105,456 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH CAROLINA JOBS-ECONOMIC DEV - 3.62 83703RAG1, 100000 sh. $ 103,645 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VIRGINIA MINN - 2.000% - 02/01/2021 927872X22, 100000 sh. $ 100,362 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VIRGINIA ST HSG DEV - 3.600% - 05/01/20 92812VJP2, 110000 sh. $ 114,055 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MUSKEGON HEIGHTS MICH - 4.375% - 11/01/ 627763FG5, 35000 sh. $ 35,555 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 NORTH CAROLINA MED CARE - 4.000% - 11/0 65821DRJ2, 100000 sh. $ 102,743 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JAMES FORK REGL WTR DIST - 3.000% - 06/ 47030ABW1, 80000 sh. $ 80,140 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JEA FLA ST JOHNS RIVPWR - 3.125% - 10/0 46613QKY9, 100000 sh. $ 100,136 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LOUISIANA LOC GOVT - 4.000% - 02/01/204 546282UT9, 50000 sh. $ 52,017 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LITTLE ROCK ARK SWR - 3.125% - 12/01/20 537445RD2, 100000 sh. $ 104,173 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEW YORK N Y CITY - 3.750% - 06/15/2047 64972GND2, 110000 sh. $ 116,977 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 PENNSYLVANIA ST - 3.000% - 06/01/2031 709224PD5, 100000 sh. $ 106,205 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TRIBOROUGH BRDG &TUNL AUTH N Y - 4.000% 89602NF25, 50000 sh. $ 54,375 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SHAWNEE CNTY KANS - 3.125% - 09/01/2027 820552GS0, 50000 sh. $ 50,314 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WHITING IND - 4.250% - 01/15/2033 966350EP1, 50000 sh. $ 53,621 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNIVERSITY COLO HOSP - 4.000% - 11/15/2 914183AT5, 100000 sh. $ 103,514 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HIGHRIDGE PA WTR AUTH - 2.800% - 04/01/ 431140EP3, 50000 sh. $ 50,070 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 INDIANA ST FIN AUTH - 3.125% - 12/01/20 455059AG0, 100000 sh. $ 107,713 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JACKSONVILLE FLA TRANS - 3.000% - 10/01 469495DL6, 100000 sh. $ 106,296 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JEA FLA ELEC SYS - 3.000% - 10/01/2028 46613CY25, 140000 sh. $ 140,174 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEW JERSEY ECONOMIC DEV - 4.000% - 06/1 6459186A6, 95000 sh. $ 97,096 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEWARK N J - 4.300% - 12/01/2025 650367BR5, 50000 sh. $ 50,074 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NASSAU CNTY N Y - 4.000% - 04/01/2030 63165N7Y8, 50000 sh. $ 50,956 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 NEW JERSEY ECONOMIC DEV - 4.250% - 06/1 645918J79, 75000 sh. $ 77,758 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OHIO ST UNIV GEN - 4.000% - 06/01/2029 677632RN3, 100000 sh. $ 123,158 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MILWAUKEE WIS - 3.000% - 04/01/2031 602366XB7, 50000 sh. $ 53,492 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OMAHA NEB SPL OBLIG - 3.500% - 02/01/20 68189TBK1, 50000 sh. $ 51,407 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PIMA CNTY ARIZ - 4.000% - 09/01/2029 721901JW7, 90000 sh. $ 91,435 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SUFFOLK CNTY N Y - 4.250% - 11/01/2026 864744AN7, 150000 sh. $ 162,581 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 SHAWNEE CNTY KANS - 4.000% - 08/01/2044 820650EZ8, 100000 sh. $ 106,489 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TAMPA FLA HOSP REV - 3.125% - 07/01/203 875161CF6, 100000 sh. $ 104,191 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MINNESOTA ST MUN PWRAGY - 4.000% - 10/0 60412PEA4, 80000 sh. $ 85,463 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AUSTIN TEX ELEC UTIL - 4.000% - 11/15/2 052414MT3, 100000 sh. $ 106,936 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH ALA GAS DIST - 3.125% - 08/01/202 836238CZ6, 50000 sh. $ 50,316 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KANSAS ST DEV - 3.500% - 05/01/2040 48542RAZ7, 110000 sh. $ 115,413 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 KENTUCKY RURAL WTR - 3.750% - 08/01/204 49140MF79, 60000 sh. $ 60,734 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ST PETERS MO 4 - 4.200% - 05/01/2027 793187DG7, 50000 sh. $ 50,053 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OKLAHOMA DEV FIN - 2.000% - 12/01/2020 67884F3A2, 100000 sh. $ 100,665 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WEST TRAVIS CNTY - 4.375% - 08/15/2030 95632CBH1, 100000 sh. $ 104,574 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GULF BREEZE FLA REV - 4.375% - 12/01/20 402175SP9, 100000 sh. $ 100,262 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HAWAII ST DEPT BUDGET & FIN - 3.100% - 419800LW5, 100000 sh. $ 103,575 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 KENTUCKY BD CORP - 3.250% - 02/01/2048 491207J31, 210000 sh. $ 212,465 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LAUDERHILL FLA - 3.500% - 01/01/2036 51856ACP8, 70000 sh. $ 75,661 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NORTH CAROLINA TPK - 3.125% - 01/01/202 65830RBG3, 50000 sh. $ 52,183 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MOBILE ALA - 3.000% - 02/15/2029 6071142K0, 50000 sh. $ 54,356 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PHILADELPHIA PA - 4.250% - 07/15/2025 717813PW3, 60000 sh. $ 62,555 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PULASKI CNTY ARK - 3.125% - 02/01/2028 7454007T2, 100000 sh. $ 101,624 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 SAN ANTONIO TEX WTR - 3.000% - 05/15/20 79642BZ30, 50000 sh. $ 51,728 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TOMAHAWK WIS - 3.500% - 04/01/2027 889804BZ2, 45000 sh. $ 45,039 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEW YORK N Y CITY TRANSITIONAL FIN - 3. 64971W5A4, 100000 sh. $ 106,884 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SUFFOLK CNTY N Y - 2.000% - 06/15/2028 86476PSX7, 50000 sh. $ 50,994 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TACOMA WASH SOLID WASTE - 3.000% - 12/0 87354VAQ3, 90000 sh. $ 93,942 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MARICOPA CNTY ARIZ - 5.000% - 06/01/203 566854DU6, 60000 sh. $ 60,194 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 MEMPHIS TENN - 4.250% - 04/01/2044 586145F25, 100000 sh. $ 107,244 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MASSACHUSETTS ST - 3.625% - 06/01/2057 57586NK67, 110000 sh. $ 114,657 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEW YORK ST MTG - 1.950% - 10/01/2020 6498833K9, 100000 sh. $ 100,279 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NORTH DAKOTA ST BRD - 3.500% - 04/01/20 65888ULQ4, 100000 sh. $ 105,845 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH CAROLINA ST - 3.500% - 12/01/2033 837151MK2, 40000 sh. $ 40,285 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH CAROLINA JOBS-ECONOMIC DEV - 4.00 83703RAH9, 100000 sh. $ 105,763 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 UTAH TRAN AUTH - 3.750% - 12/15/2041 917567DZ9, 40000 sh. $ 43,364 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ST LOUIS MO - 3.000% - 06/01/2027 85233SAU2, 50000 sh. $ 50,489 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 E 470 PUB HWY - 0.000% - 09/01/2020 26822LDM3, 100000 sh. $ 99,616 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WEST VIRGINIA ST - 3.125% - 11/01/2028 956695G79, 50000 sh. $ 55,324 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LOWER COLO RIV - 4.000% - 05/15/2027 54811BMW8, 100000 sh. $ 105,432 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MIAMI-DADE CNTY FLA - 3.250% - 02/01/20 59333MV93, 50000 sh. $ 50,531 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 MILWAUKEE WIS REDEV - 4.600% - 06/01/20 60242EHV6, 50000 sh. $ 50,134 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JEA FLA ST JOHNS RIVPWR - 3.125% - 10/0 46613QHV9, 50000 sh. $ 50,073 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LOUISIANA PUB - 3.500% - 06/01/2030 5463984Z8, 50000 sh. $ 50,868 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MC KEESPORT PA - 0.000% - 10/01/2020 581408MD0, 25000 sh. $ 24,856 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NORTH SLOPE BORO ALASKA - 4.500% - 06/3 662529AS5, 50000 sh. $ 52,030 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEW HAVEN CONN - 3.100% - 08/01/2031 645020L71, 50000 sh. $ 50,554 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ST PETERSBURG FLA - 3.000% - 10/01/2039 793323TQ9, 45000 sh. $ 47,462 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HARTFORD CNTY CONN - 3.000% - 02/01/203 416489MS8, 50000 sh. $ 51,040 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HILLSBOROUGH CNTY FLA - 4.250% - 07/01/ 43232VRU7, 75000 sh. $ 75,452 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PULASKI CNTY ARK - 3.250% - 02/01/2030 7454007V7, 30000 sh. $ 30,516 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ST LOUIS MO - 4.000% - 07/01/2025 791638A90, 50000 sh. $ 51,620 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TOHOPEKALIGA WTR AUTH - 2.500% - 10/01/ 88906REL0, 50000 sh. $ 53,969 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 WEST VIRGINIA ST HSG - 2.100% - 11/01/2 95662MY79, 120000 sh. $ 120,416 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WASHINGTON ST MOTOR VEHICLE FUEL TAX - 93974CL81, 50000 sh. $ 51,940 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KENTON CNTY KY SCH DIST - 3.000% - 05/0 491085CG9, 50000 sh. $ 52,935 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LAUDERHILL FLA - 3.250% - 01/01/2033 51856ACL7, 100000 sh. $ 107,285 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEVADA SYS HIGHER ED - 4.000% - 07/01/2 641494BV0, 100000 sh. $ 107,510 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MONTGOMERY CNTY TEX - 4.000% - 09/01/20 61371AGV6, 75000 sh. $ 78,629 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 OKLAHOMA ST MUN PWR AUTH - 3.500% - 01/ 67910HPG9, 100000 sh. $ 106,457 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OYSTER BAY N Y - 3.250% - 02/01/2029 692160PM0, 50000 sh. $ 50,773 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AKRON OHIO INCOME TAX REV - 3.250% - 12 010056FJ3, 50000 sh. $ 50,036 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JEA FLA ELEC SYS - 3.375% - 10/01/2034 46613SGN4, 50000 sh. $ 51,258 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 JEFFERSON CNTY AL - 3.125% - 09/15/2030 472628QZ2, 50000 sh. $ 53,610 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LAREDO TEX WTRWKS - 3.400% - 03/01/2034 517039MV2, 100000 sh. $ 104,615 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 LOUISVILLE &JEFFERSON CNTY K - 3.000% - 546589ZN5, 205000 sh. $ 209,303 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ARKANSAS ST DEV FIN AUTH ECONOMIC DEV - 04108N2L5, 50000 sh. $ 50,974 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INVERNESS FLA CMNTY - 3.000% - 05/01/20 461256AN9, 60000 sh. $ 64,693 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AUBURNDALE FLA - 2.125% - 12/01/2027 050672DT8, 50000 sh. $ 53,277 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HARRIS CNTY TEX MUN UTIL - 3.750% - 09/ 41423RCG6, 100000 sh. $ 104,561 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SPRING CREEK UTIL DIST TEX - 3.750% - 1 849520SL6, 105000 sh. $ 110,438 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 ST PETERSBURG FLA - 3.625% - 10/01/2042 793323SS6, 105000 sh. $ 112,343 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WISCONSIN CTR DIST - 0.000% - 12/15/202 976595BL1, 80000 sh. $ 78,475 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MIAMI-DADE CNTY - 3.125% - 04/01/2037 59333NE58, 250000 sh. $ 263,163 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MIAMI-DADE CNTY FLA - 3.000% - 07/01/20 59333FPL8, 50000 sh. $ 53,002 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MILWAUKEE WIS - 2.500% - 03/01/2029 602366UV6, 50000 sh. $ 53,196 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KENTUCKY RURAL WTR - 3.250% - 08/01/203 49140MF20, 50000 sh. $ 50,707 2020-04-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 KNOXVILLE TENN ELEC - 3.500% - 07/01/20 499746XA8, 50000 sh. $ 50,888 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MASSACHUSETTS ST DEV - 4.500% - 11/15/2 57584VAF2, 100000 sh. $ 109,819 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MEADE CNTY KY - 3.000% - 11/01/2028 583030NZ0, 50000 sh. $ 53,962 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PORT ST LUCIE FLA - 2.517% - 07/01/2021 73541WAE2, 95000 sh. $ 96,215 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ST PETERSBURG FLA PUB SVC - 3.000% - 10 793322AX6, 50000 sh. $ 54,408 2020-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WASHINGTON ST MTR VEH FUEL TAX - 4.000% 93974DXQ6, 125000 sh. $ 149,879 2020-06-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 WILLIAMSON CNTY TEX UTLT - 5.000% - 02/ 9698874Z8, 135000 sh. $ 167,419 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SEATTLE WASH MUN LT & PWR - 5.000% - 09 812643PQ1, 100000 sh. $ 122,373 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ST CHARLES MO SCH DIST - 5.000% - 03/01 787889VZ4, 125000 sh. $ 154,773 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OCOEE FLA CAP - 5.000% - 10/01/2022 675561BS2, 130000 sh. $ 143,293 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WINTER HAVEN FLA - 3.000% - 10/01/2028 975820AN1, 50000 sh. $ 54,096 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH JERSEY PORT - 3.500% - 01/01/2032 838530QF3, 50000 sh. $ 50,024 2020-06-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 SAN ANTONIO TEX ELEC&GAS - 4.000% - 02/ 7962535M0, 140000 sh. $ 164,034 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TEMPE ARIZ - 5.000% - 07/01/2020 879709Q71, 145000 sh. $ 145,000 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ORANGE CNTY FLA - 5.000% - 10/01/2021 684545A48, 130000 sh. $ 135,499 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNIVERSITY MD SYS AUXILIARY - 4.000% - 914402Y30, 140000 sh. $ 151,483 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OHIO STATE CAP - 5.000% - 04/01/2022 677521UA2, 130000 sh. $ 140,591 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SOUTH CAROLINA TRANSN - 4.000% - 10/01/ 837152UC9, 140000 sh. $ 155,768 2020-06-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 NEW YORK TRANSN - 4.000% - 07/01/2032 650116AJ5, 100000 sh. $ 103,991 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NORTHERN KY WTR - 5.000% - 02/01/2022 665306MW3, 130000 sh. $ 139,669 2020-06-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FAIRFAX CNTY VA REDEV & HSG AUTH REV RF 303835DK5, 130000 sh. $ 165,341 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COOK CNTY IL CMNTY CLLG DIST 504 TRITON 216057DL0, 105000 sh. $ 109,434 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KING CNTY WA RURAL LIBR DIST RFDG G/0 U 494800GK5, 140000 sh. $ 156,750 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LAKE CNTY IL FST PRESV DIST RFDG SER B 508354VV6, 130000 sh. $ 144,616 2020-07-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 NEW JERSEY ST TRANSN TR FD AUTH TRANSN 646136H38, 150000 sh. $ 152,756 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KATY TX INDPT SCH DIST RFDG SER A G/0 L 486063QN3, 130000 sh. $ 156,141 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MIAMI DADE CNTY FL RFDG BLDG BETTER CMN 59333FSG6, 120000 sh. $ 141,510 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MICHIGAN ST FOR ISSUES SEE RFDG GRANT A 594612DE0, 130000 sh. $ 145,062 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHICAGO IL OHARE INTL ARPT REV REF B PA 167593KV3, 50000 sh. $ 51,825 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DALLAS FORT WORTH TX INTL ARPT REV AMT 235036D64, 100000 sh. $ 101,878 2020-07-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 LOUISIANA LOC GOVT ENVMNTL FAGS & CMNTY 54628CDX7, 100000 sh. $ 103,965 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEW YORK NY CITY TRANSNL FIN ATH BLDG A 64972HT93, 135000 sh. $ 170,425 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CASTLE ROCK CO SALES & USE TAX REV 5.00 14849TDU3, 120000 sh. $ 148,419 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HAMIL TON CNTY OH SWR SYS REV RFDG MET 407288ZJ1, 135000 sh. $ 160,047 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HURST EULESS BEDFORD TX INDPT SCH DIST 447819ET6, 95000 sh. $ 119,287 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 IOWA ST SPL OBLIG RFDG IJOBS PG SER A R 46257TER6, 120000 sh. $ 161,092 2020-07-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 FLORIDA ST DPT ENVMNTL PROTN PRESERVATI 34160WB86, 95000 sh. $ 125,083 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KENTUCKY ECON DEV FIN AUTH REV SR NEXT 49126PEX4, 100000 sh. $ 101,248 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LONE STAR CLLG SYS TX RFDG G/O LTD B\E 542264FX9, 130000 sh. $ 145,837 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ELLSWORTH WI CMNTY SCH DIST GO RFDG BDS 289171GC8, 145000 sh. $ 158,166 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CLEVELAND OH WTR REV REF CPN 5.000% DUE 186427EP1, 120000 sh. $ 155,536 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DALLAS FORT WORTH TX INTL ARPT REV RFDG 235036K90, 100000 sh. $ 104,303 2020-07-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 JEFFERSON CNTY KY SCH DIST FIN CORP SCH 4729045Y3, 130000 sh. $ 153,995 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NEZ PERCE CNTY ID POLLUTION CTL REV RFD 653337AD7, 100000 sh. $ 101,077 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALASKA ST SER B G/O UNLTD B/E CPN - 5.0 0117704A9, 125000 sh. $ 149,523 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HOOVER AL WTS G/O LTD CPN 4.000% DUE 07 439238KV7, 130000 sh. $ 153,270 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INDIANA ST FIN AUTH HWY REV RFDG SER A 45470RDF0, 130000 sh. $ 153,056 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHICAGO IL O HARE INTL ARPT REV RFDG PA 167593KX9, 100000 sh. $ 103,230 2020-07-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 CHICAGO IL WASTEWATER TRANSMISSION REV 167727HN9, 100000 sh. $ 98,983 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ENERGY NRTHWST WA ELEC REV RFDG BOS 201 29270CZ81, 135000 sh. $ 159,172 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HARRIS CNTY TX MET TRAN AUTH SALES & US 41422EFH1, 120000 sh. $ 148,450 2020-07-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HALLIBURTON NOTE - 3.800% - 11/15/2025 406216BG5, 100000 sh. $ 111,484 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 HEWLETT PACKARD CO NOTE - 4.375% - 09/1 428236BQ5, 100000 sh. $ 102,763 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WILLIAMS PARTNERS LP - 3.350% - 08/15/2 96950FAJ3, 50000 sh. $ 52,199 2020-12-04
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 HSBC BANK - 2.250% - 04/21/2028 40434AU23, 150000 sh. $ 150,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NATIONAL RURAL UTILS - 3.450% - 05/15/2 63743FZQ2, 50000 sh. $ 50,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DXC TECH - 4.250% - 04/15/2024 23355LAC0, 50000 sh. $ 54,041 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DUKE ENERGY CORP - 3.000% - 06/15/2025 26442KAJ5, 70000 sh. $ 70,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EXPEDIA GROUP INC - 3.800% - 02/15/2028 30212PAP0, 100000 sh. $ 105,390 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DUKE ENERGY - 3.100% - 03/15/2025 26442KAD8, 100000 sh. $ 100,000 2020-12-04
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 NATIONAL RURAL UTILS - 3.500% - 09/15/2 63743FYZ3, 50000 sh. $ 50,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ENERGY TRANSFER PARTNERS - 3.600% - 02/ 29273RAS8, 50000 sh. $ 52,162 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GENERAL MTRS FINL CO - 4.000% - 10/06/2 37045XBQ8, 100000 sh. $ 111,832 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FLOWSERVE CORP NOTE - 4.000% - 11/15/20 34354PAD7, 50000 sh. $ 50,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LEAR CORP - 3.800% - 09/15/2027 521865AY1, 150000 sh. $ 165,203 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MOTOROLA SOLUTIONS - 0.000% - 03/01/202 620076BC2, 100000 sh. $ 105,730 2020-12-04
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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
    		 CITIGROUP INC - 3.000% - 05/15/2026 1730T3BA0, 75000 sh. $ 75,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 KINDER MORGAN ENERGY PARTNERS - 3.500% 494550BQ8, 200000 sh. $ 213,548 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SEAGATE HDD CAYMAN - 0.000% - 01/01/202 81180WAL5, 25000 sh. $ 27,337 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NATIONAL RURAL UTILS - 3.500% - 11/15/2 63743FZL3, 50000 sh. $ 50,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MORGAN STANLEY - 4.200% - 10/18/2024 61760LAT2, 100000 sh. $ 100,000 2020-12-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COMPAGNIE FINANCIERE RICHEMONT SA CFRUY, 667 sh. $ 6,036 2020-12-30
    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
    The Ruth & J O Stone Foundation
          		Employer identification number

    82-3471315
    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:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    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 InvestmentsCorpBondsSchedule
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK AMER CORP MTN - 2.884% - 83,784 87,849
    CITIGROUP INC NOTE - 3.668% - 82,343 87,589
    COMCAST CORP NOTE - 4.150% - 1 84,021 87,875
    CVS CAREMARK CORP NOTE - 4.300 85,698 88,057
    ENTERPRISE PRODUCTS OPERTATING 53,928 60,486
    GE CAP CORP NTS - 5.875% - 01/ 53,341 63,627
    GOLDMAN SACHS - 3.800% - 03/15 86,293 88,204
    JP MORGAN CHASE BANK - 4.203% 109,792 116,756
    MICROSOFT CORP - 4.250% - 02/0 110,496 118,765
    SHELL INT'L FINANCE - 2.875% - 84,596 88,477
    VERIZON COMMUNICATIONS INC - 4 86,746 87,223
    WELLS FARGO &CO MTN - 3.584% - 84,269 88,333

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 42,351 48,417
    AAON, INC 8,937 10,328
    ABB LTD 9,716 10,485
    ABBOTT LABS 98,493 110,475
    ACCENTURE PLC 72,199 96,648
    ACUSHNET HOLDINGS CORP 49,949 56,634
    ADOBE SYSTEMS, INC 99,641 109,026
    ADVANCE AUTO PARTS INC 38,957 43,788
    AFLAC INC 54,765 65,727
    AGREE REALTY CORP 26,455 26,565
    AIA GROUP LTD ADR 19,468 22,895
    AIR PRODS & CHEM INC 64,325 74,589
    AIRBUS GROUP 7,044 8,906
    AKAMAI TECH COM STK 57,934 53,860
    ALBANY INTERNATIONAL CORP 17,869 24,375
    ALCON INC 32,907 36,553
    ALEXION PHARMACEUTICALS, INC 44,830 62,027
    ALIBABA GROUP HOLDING LTD 64,989 61,441
    ALLETE INC 31,245 35,616
    ALLIANZ FIXED INCOME SHARES SE 985,812 1,017,703
    ALLIANZ FIXED INCOMESHARES SER 987,588 992,930
    AMAZON COM 305,732 332,207
    AMDOCS LIMITED 49,504 53,836
    AMERICA MOVIL SA 2,092 2,399
    AMERICAN TOWER REIT INC 57,584 51,626
    AMGEN INC 182,511 173,820
    ANALOG DEVICES INC 89,504 118,184
    ANHEUSER BUSCH COS INC 37,090 49,287
    AON PLC CL A 4,406 4,648
    APPLE INC 274,750 377,370
    APTIV PLC 23,541 39,478
    ASAHI KAISAI CP ADR 5,824 7,117
    ASML HOLDING NV NY REG SHS 44,850 59,014
    ASSA ABLOY UNSP/ADR 3,097 3,284
    ASSURED GUARANTY LTD 18,935 27,869
    ASTRAZENECA 18,453 16,597
    AT&T, INC 30,023 28,674
    ATLASSIAN CORP PLC 19,407 22,685
    AUTOMATIC DATA PROCESSING INC 71,690 86,690
    AVERY DENNISON CORP 30,919 39,553
    AVIENT 4,625 7,089
    AXA ADS 9,855 13,843
    B&M EUROPEAN VALUE RETAIL SA A 3,361 3,691
    BALCHEM CORP 13,859 16,361
    BANCO BILBAO ARG SA 6,736 6,723
    BANK OF AMERICA CORP 9,988 13,155
    BANK OZK 42,608 56,661
    BASF AG SPONS ADR 7,635 11,670
    BECTON DICKINSON & CO 88,367 85,825
    BEIGENE LTD 7,007 7,235
    BIOMARIN PHARMACEUTICAL INC 29,435 34,638
    BLACKROCK INC 70,916 96,686
    BRITISH AMERICAN TOBACCO PLC 22,806 23,469
    BROOKS AUTOMATION, INC 14,555 18,659
    BRUNSWICK CORP 59,529 71,132
    BWX TECHNOLOGIES INC 19,379 20,857
    CABLE ONE INC 54,443 64,604
    CALRSBERG AS SP ADR REP B 15,522 17,704
    CAMDEN PPTY TR 8,149 8,893
    CANADIAN NATL RAILWAY CO 4,594 4,724
    CATHAY GENERAL BANCORP 25,723 33,703
    CHEMED CORP 26,545 27,696
    CHESAPEAKE UTILITIES CORP 15,042 19,045
    CHEVRON CORP 30,966 30,064
    CHUBB LIMITED 59,841 77,576
    CIMAREX ENERGY CO 11,570 15,942
    CISCO SYSTEMS INC 90,240 93,214
    CLOROX CO 65,221 65,018
    CMC MATERIALS INC 18,972 19,064
    COCA COLA EUROPEAN PARTNERS PL 14,448 17,540
    COLGATE-PALMOLIVE COMPANY 43,328 49,852
    COMCAST CORP 126,549 166,003
    COMFORT SYSTEMS USA INC 9,207 9,847
    COMPAGNIE FINANCIERE RICHEMONT 5,992 5,970
    CONMED CORPORATION 55,530 70,784
    CORESITE REALTY CORPORATION 10,505 10,899
    COSTCO WHOLESALE CORPORATION 48,852 59,531
    CRANE CO 22,348 29,744
    CSG SYST INTL INC. 18,560 19,425
    CULLEN FROST BANKERS INC 22,409 28,088
    CURTISS WRIGHT CP 12,384 13,497
    CVS CAREMARK CORP 15,110 16,734
    DAIICHI SANKYO CO LTD SPONSORE 5,121 5,923
    DAIKIN INDS LTD ADR 4,551 5,404
    DBS GROUP HLDGS SPON ADR 4,805 4,791
    DEUTSCHE BOERSE ADR 17,682 19,367
    DEUTSCHE POST AG 7,452 12,161
    DIAGEO PLC ADS 7,247 8,417
    DIAMONDBACK ENERGY INC 11,216 14,859
    DNB NOR ASA SPONSOR ADR 6,985 7,903
    DONALDSON CO. INC 11,817 12,852
    DSV UNSP ADR EACH REPR 0.5 ORD 7,141 7,730
    DUKE ENERGY CO 12,894 13,459
    EAST WEST BANCORP, INC 41,702 57,505
    EASTGROUP PROPERTIES INC 28,900 29,269
    ECOLAB INC 47,818 52,359
    EMERSON ELECTRIC CO 42,787 57,545
    ENEL SOCIETA PER AZI 16,254 18,250
    ENERGIZER HOLDINGS INC 28,782 26,194
    ENGIE 2,969 3,397
    ENPRO INDUSTRIES INC 10,691 13,669
    EQUINIX, INC 68,164 68,561
    ESSILOR INTL ADR 10,846 12,442
    EVERCORE PARTNERS INC 18,503 28,177
    EVERSOURCE ENERGYINC 62,629 62,114
    EXPONENT, INC 22,796 25,659
    FACEBOOK INC 182,666 205,416
    FEDERAL AGRICULTURAL MORTGAGE 14,646 15,370
    FEDERAL SIGNAL CORP 20,265 20,764
    FIDELITY NATIONAL FINANCIAL IN 47,678 55,821
    FIDELITY NATIONAL INFORMATION 54,466 55,594
    FIRST FINANCIAL BANCORP 10,126 12,376
    FIRST INDUSTRIAL REALTY TRUST 4,364 4,339
    FIRST INTERSTATE BANCSYSTEM IN 16,169 20,059
    FLUTTER ENTMT PLC ADR 2,774 3,442
    FOUR CORNERS PROPERTY TRUST IN 21,883 25,156
    FULLER H B CO 9,363 9,857
    GALAPAGOS NV 6,317 4,751
    GEN DYNAMICS CP 55,484 57,593
    GENMAB A/S SPON 11,980 13,174
    GIVAUDAN SA UNSP/ADR 11,376 11,626
    GLAXOSMITHKLINE PLC 7,095 6,661
    GOLDMAN SACHS GROUP 15,597 18,460
    GRAINGER W W INC 51,695 64,518
    GRIFOLS SA REP 1/2 CL B 2,344 2,655
    HACKETT GROUP INC 4,837 5,555
    HASBRO INC 45,585 54,253
    HDFC BANK LTD ADR 3,806 5,275
    HERMES INTL 10 ADR 6,221 7,677
    HILL-ROM HOLDINGS, INC 20,000 21,455
    HOLLYFRONTIER CORP 15,638 17,397
    HOME DEPOT INC 65,906 75,967
    HONEYWELL INTL 11,736 15,953
    HONG KONG EX&CL UNSP/ADR 7,144 7,937
    HORACE MANN EDUCATOR 13,967 15,092
    HOYA CORP SPONS ADR 5,822 8,189
    HUBBELL INCORPORATED 22,092 23,362
    HUNTINGTON INGALLS INDUSTRIES 22,033 24,890
    HUNTSMAN CORP 30,883 34,190
    HUTCHINSON CHINA MEDITECH LTD 4,376 4,227
    IBERDROLA ADR 11,916 13,455
    IDACORP INC HLDG CO 9,360 9,987
    IHS MARKIT LTD 53,018 62,791
    ILLINOIS TOOL WORKS 81,448 99,290
    INDUSTRIA DE DISENO 6,566 6,448
    INGREDION INC 34,184 33,435
    INT'L FLAVORS & FRAGRANCES INC 11,798 11,537
    INTERPUBLIC GROUP OF COS 10,606 13,783
    JAMES RIVER GROUP HOLDINGS LTD 42,014 42,318
    JARDINE MATHESON UNS/ADR 2,858 3,823
    JOHN B. SANFILIPPO & SON, INC. 9,155 9,069
    JOHNSON & JOHNSON 121,861 130,468
    JOHNSON OUTDOORS INC 9,321 12,502
    JP MORGAN CHASE 84,677 110,805
    KERING UNSPON ADR EA REPR 0.1 13,990 16,301
    KEYENCE CORPORATION,FIRST SECT 21,583 29,068
    KINSALE CAPITAL GROUP INC 24,958 23,415
    KON KPN NV SPON ADR REP 1 ORD 5,770 6,588
    KONINKLIJKE PHILIPS ELECTRONIC 16,306 20,368
    L'AIR LIQUIDE ADR OTC 4,000 3,980
    L'OREAL ADR 11,942 13,707
    L3HARRIS TECHNOLOGIES 80,188 80,334
    LANCASTER COLONY CORPORATION 18,188 19,292
    LCI INDUSTRIES 48,624 53,817
    LEIDOS HOLDINGS INC 17,682 20,288
    LEMAITRE VASCULAR, INC 20,661 26,244
    LINCOLN ELECTRIC HOLDING INC 29,867 35,224
    LINDE PLC COM 66,750 85,904
    LITTELFUSE, INC 34,806 47,112
    LOCKHEED MARTIN CORP 21,943 20,589
    LONDON STK EXCHANGE GROUP 20,350 21,413
    LOWES COMPANIES INC 125,730 169,820
    LUMINEX CORPORATION 17,891 15,860
    LVMH MOET HENN UNSP 11,139 17,337
    M.D.C. HLDGS 18,890 19,780
    MANTECH INTERNATIONAL CORP 24,355 28,728
    MCDONALD'S CORP 53,020 59,439
    MEDICAL PROPERTIES TRUST, INC 23,698 27,652
    MEDTRONIC PLC 89,682 106,246
    MERCADOLIBRE, INC 10,268 13,402
    MERCK & CO INC 19,521 19,387
    MESA LABORATORIES 15,508 18,345
    MICROSOFT CORP 458,674 515,347
    MKS INSTRUMENTS, INC 51,290 61,534
    MONDELEZ INTERNATIONAL INC 14,605 16,021
    MONOLITHIC POWER SYSTEMS, INC 10,248 13,184
    MONSTER BEVERAGE CORP 38,217 49,754
    MOTOROLA SOLUTIONS INC 13,524 15,135
    MSA SAFETY INCORPORATED 51,839 60,204
    MURATA MFG INC UNSP/ADR 3,685 5,461
    NATL HEALTH INVESTOR 15,954 17,362
    NATL RURAL UT SUB NT - 6.10% - 12,365 9,491
    NESTLE S.A 29,513 30,864
    NEXSTAR MEDIA GROUP, INC 4,819 5,460
    NEXTERA ENERGY, INC 113,533 136,710
    NIDEC CORPORATION ADR 5,376 7,957
    NIKE INC-CL B 60,271 84,599
    NIPPON TELEGRAPH & TELEPHONE C 5,515 5,911
    NORDSON CP 41,057 41,999
    NORFOLK SOUTHERN CORP 74,540 101,459
    NOTORI HOLDINGS 4,977 5,104
    NOVARTIS AG ADR 56,289 60,057
    NOVO NORDISK A S 17,767 18,790
    NUTANIX INC 17,291 23,616
    NVENT ELECTRIC PLC 28,035 33,631
    NVIDIA CORP 73,673 94,518
    NXP SEMICONDUCTORS 38,413 46,590
    ONE GAS INC 10,391 10,825
    ORIX CORP ADS 6,717 7,656
    PACKAGING CORP AMER 29,096 37,512
    PALO ALTO NETWORKS INC 51,717 74,987
    PAPA JOHNS INTL INC 8,599 8,994
    PAYCHEX 60,553 77,153
    PEGASYSTEMS INC 4,698 4,931
    PEPSICO INC 64,267 70,739
    PERNOD-RECARD SA 8,064 8,897
    PHIBRO ANIMAL HEALTH CORP 8,205 7,865
    PHILIP MORRIS INTL 8,967 9,935
    PHILLIPS 66 67,270 71,199
    PORTLAND GEN ELEC 6,815 7,741
    POWER INTEGRATIONS, INC 20,419 28,651
    PROCTER GAMBLE CO 72,484 81,953
    PROGRESS SOFTWARE CORP 29,155 34,706
    PROSUS NV ADR 3,598 3,796
    PRUDENTIAL HIGH YIELD FUND, IN 1,481,344 1,607,995
    PUBLIC SVC ENTERPRISE GROUP IN 8,179 9,153
    QUALCOMM INC 68,318 110,599
    QUANTA SVCS INC 20,638 28,448
    RAYMOND JAMES FINANCIAL INC 22,108 27,553
    RAYTHEON TECHNOLOGIES CORP 73,032 83,953
    RECKITT BENCKISER GROUP 11,858 10,872
    RECRUIT HOLDINGS CO 3,776 4,197
    RELX PLC 10,541 11,344
    RESTAURANT BRANDS INTL 13,628 17,050
    REXFORD INDUSTRIAL REALTY INC 17,084 17,434
    RIO TINTO PLC SPONSORED ADR 2,577 3,159
    RITCHIE BROS AUCTIONEERS 19,795 22,604
    ROCHE HOLDING LTD ADR 14,074 13,941
    RPM INTERNATIONAL INC 36,878 47,024
    SAFRAN SA - UNSPON ADR 15,265 17,695
    SALESFORCE.COM 115,575 118,163
    SANOFI-AVENTIS SPONSORED ADR 8,843 8,795
    SAP AKTIENGESELL ADS 16,474 13,169
    SCOTTS CO. CLASS A 12,398 14,736
    SERVISFIRST BANCSHARES INC 29,919 32,595
    SHIN-ETSU CHEMICAL C 9,665 13,854
    SHIONOGI & CO LTD 8,408 8,357
    SIEMENS AG 9,698 12,994
    SIMPSON MANUFACTURING CO INC 14,580 13,644
    SIMULATIONS PLUS INC 25,012 29,559
    SMC CORP 11,791 12,370
    SMITH & NEPHEW PLC ADR 7,374 7,759
    SNAP ON INC 34,452 45,523
    SOFTBANK CP UNSP ADR 7,601 9,549
    SPIRE INC 9,403 10,503
    SPLUNK INC 73,363 68,975
    STEPAN CO 23,179 24,222
    STERIS PLC 41,323 46,816
    STMICROELECTRONICS 4,746 5,271
    STORE CAPITAL CORPORATION 30,705 37,718
    STRAUMANN HLDG 7,592 9,272
    SUMITOMO MITSUI FINCL GRP 10,328 12,507
    SUZUKI MOTOR CORP UNSP ADR 3,700 4,111
    TAIWAN SEMICONDUCTOR MFG CO LT 22,822 30,313
    TAKEDA PHARMACEUTICAL COMPANY 12,698 12,594
    TARGA RESOURCES CORP 13,073 20,682
    TARGET CORPORATION 61,160 88,265
    TC ENERGY CORPORATION 16,337 14,578
    TELEFLEX INC 17,380 18,109
    TELETECH HOLDINGS, INC 12,353 13,565
    TENCENT HOLDINGS LIMITED 14,043 14,378
    TERRENO RLTY CORPCOM 34,017 33,468
    TETRA TECH INC 32,569 39,828
    TEXAS INSTRUMENTS INC 36,556 46,285
    TFI INTERNATIONAL 4,518 5,364
    THE COCA-COLA CO 19,495 22,759
    THE ENSIGN GROUP, INC 23,380 28,293
    THERMO FISHER SCIENTIFIC INC 79,191 97,814
    TIMKEN CO COM 19,240 26,070
    TOKYO ELECTRON LTD 11,231 14,974
    TOTAL FINA ELF S.A 14,554 16,303
    TRUMY 7,204 7,614
    U.S. PHYSICAL THERAPY INC 22,843 30,423
    UBER 60,400 78,846
    ULTA SALON, COSMETICS & FRAGRA 42,028 58,006
    UNICHARM CORP - SPN ADR 10,517 11,450
    UNILEVER PLC AMER 18,623 20,221
    UNION PACIFIC 7,602 7,912
    UNITED PARCEL SERVICE 54,038 87,736
    UNITEDHEALTH GROUP INC 169,161 196,731
    UNIVERSAL DISPLAY CORP 13,261 16,546
    UNIVERSAL FOREST PRODUCTS, INC 15,266 14,054
    US BANCORP 34,989 43,375
    USD CYRUSONE INC 51,995 46,816
    V F CORP 53,654 73,282
    VANGUARD FTSE EMERGING MARKETS 801,048 803,613
    VANGUARD MID-CAP ETF 1,068,255 1,287,763
    VANGUARD RUSSELL 2000 ETF 514,933 641,152
    VANGUARD S&P 500 ETF 4,841,480 5,158,099
    VERIZON COMMUNICATIONS 15,967 16,156
    VISA INC 149,896 165,797
    VMWARE INC 49,774 47,127
    WAL-MART STORES INC 71,678 78,562
    WALT DISNEY HOLDINGS CO 41,043 64,681
    WASHINGTON TRUST BANCORP INC 13,649 18,278
    WATSCO INC 8,496 7,929
    WATTS WATER TECHNOLOGIES INC 4,064 4,990
    WEC ENERGY GROUP, INC 74,459 72,520
    WESTERN ASSET SMASH SERIES C F 659,835 715,561
    WESTERN ASSET SMASH SERIES EC 1,245,164 1,402,363
    WESTERN ASSET SMASH SERIES M F 924,761 939,394
    WILEY JOHN & SONS INC CL A 8,542 12,191
    WILLIAMS COS 13,418 14,236
    WORKDAY INC 20,429 21,565
    WORLD FUEL SVCS CP 5,984 6,918
    ZOETIS INC 92,834 108,072

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    US Government Securities - End of Year Book Value:

    3,624,942
    US Government Securities - End of Year Fair Market Value:

    3,617,928
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 LiquidationExplanationStmt
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    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 $1,155,079. This amount represents 25% or more of the Foundation's net assets of $4,388,693 (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:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 35,554     35,554
    Bank Charges 560 560    
    Postage/Delivery Service 89     89
    State or Local Filing Fees 289     289


    TY 2020 OtherIncomeSchedule2
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss RUTH PAYNE STONE REVOCABLE TRUST 726,091 440,393  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 137,168 137,168    
    DESIGN SERVICES 1,500     1,500


    TY 2020 TaxesSchedule
    Name:
    The Ruth & J O Stone Foundation
    EIN:
    82-3471315
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 900      
    Foreign Tax Paid 2,172 2,172