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
LINDBACK CR & MF FOUNDATION TW MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-6290348
B Telephone number (see instructions)

(800) 352-3705
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$32,175,074J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 411,808 411,619  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,834,203
b Gross sales price for all assets on line 6a 11,482,315
7 Capital gain net income (from Part IV, line 2)... 1,834,203
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 147,587 147,587  
12 Total. Add lines 1 through 11........ 2,393,598 2,393,409  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 239,910 149,293   90,617
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 115,155 0 0 115,155
b Accounting fees (attach schedule)....... Click to see attachment 991 0 0 991
c Other professional fees (attach schedule).... Click to see attachment 25,632     25,632
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 36,760 6,307   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 55,259 52,707   2,552
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 473,707 208,307 0 234,947
25 Contributions, gifts, grants paid....... 1,020,000 1,020,000
26 Total expenses and disbursements. Add lines 24 and 25 1,493,707 208,307 0 1,254,947
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 899,891
b Net investment income (if negative, enter -0-) 2,185,102
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 12,569    
2 Savings and temporary cash investments......... 892,555 1,685,561 1,685,561
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......   Click to see attachment5,435,737 5,731,586
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,124,434 Click to see attachment15,805,802 24,757,927
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) 22,029,558 22,927,100 32,175,074
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 22,029,558 22,927,100
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,029,558 22,927,100
30 Total liabilities and net assets/fund balances (see instructions). 22,029,558 22,927,100
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
22,029,558
2
Enter amount from Part I, line 27a .....................
2
899,891
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,453
4
Add lines 1, 2, and 3 ..........................
4
22,934,902
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,802
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,927,100
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 540.75 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-01-15
b 2887.16 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-01-15
c 615.03 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-01-20
d 236.9 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-02-15
e 425.05 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-02-15
2227.35 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-02-15
40000. FIFTH THIRD BANK 2.250% 6/14/21   2017-11-27 2020-02-20
87.73 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-02-20
685.11 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-02-20
398.26 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-02-25
65000. US TREASURY NOTE 1.625% 8/15/22   2012-09-21 2020-03-11
237.9 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-03-15
437.52 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-03-15
2627.86 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-03-15
88.02 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-03-20
631.31 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-03-20
342.88 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-03-25
40000. FORD MOTOR CREDIT CO 3.336% 3/18/21   2017-06-12 2020-04-13
55000. US TREASURY NOTE 2.250% 2/15/27   2017-03-30 2020-04-14
235.08 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-04-15
410.44 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-04-15
3760.95 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-04-15
50000. BOEING CO 2.850% 10/30/24   2015-02-17 2020-04-16
25000. US TREASURY NOTE 1.750% 5/15/22   2017-07-21 2020-04-17
11957.24 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-04-20
797.34 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-04-20
2731.494 INV OPP DEVELOP MRKTS-R6 7038   2019-08-01 2020-04-22
9570.957 ABERDEEN EMERG MARKETS-INST 5840   2019-08-01 2020-04-22
36306.452 ABERDEEN EMERG MARKETS-INST 5840   2015-12-09 2020-04-22
27450.502 DODGE & COX INT'L STOCK FD #1048   2006-06-23 2020-04-22
591. ISHARES RUSSELL 2000 GROWTH ETF   2015-09-16 2020-04-22
2845. ISHARES RUSSELL 2000 ETF   2017-01-17 2020-04-22
5868. ISHARES CORE MSCI EAFE ETF   2017-01-18 2020-04-22
2574.665 T ROWE PRICE INST EM MKT EQ 146   2019-08-01 2020-04-22
351.023 T ROWE PRICE INST EM MKT EQ 146   2017-05-11 2020-04-22
15445.719 TWEEDY BROWNE FD GLOBAL VALUE #1   2015-04-27 2020-04-22
14145. VANGUARD FTSE EMERGING MARKETS ETF   2013-04-09 2020-04-22
22353.906 CRM SMALL CAP VALUE FD- I #031   2015-01-26 2020-04-22
440.99 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-04-25
25000. SIMON PROPERTY GROUP 3.300% 1/15/26   2019-09-23 2020-04-27
75000. US TREASURY NOTE 1.750% 5/15/22   2017-07-21 2020-05-14
236.03 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-05-15
641.33 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-05-15
4201.24 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-05-15
145000. US TREASURY NOTE 3.500% 5/15/20   2010-09-27 2020-05-15
60.2 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-05-20
817.5 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-05-20
28103.871 FIDELITY NEW MRKTS INC-Z #3323   2013-04-22 2020-05-21
617.22 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-05-25
20000. SIMON PROPERTY GROUP 3.300% 1/15/26   2019-09-23 2020-06-02
55000. US TREASURY NOTE 2.000% 11/15/21   2016-04-01 2020-06-09
75000. US TREASURY NOTE 1.750% 12/31/24   2019-12-30 2020-06-09
15577.345 JPMORGAN HIGH YIELD-R6 #3938   2016-06-20 2020-06-11
45000. CIGNA CORP 5.125% 6/15/20   2018-02-15 2020-06-15
920.22 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-06-15
570.83 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-06-15
3829.53 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-06-15
60.41 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-06-20
872.65 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-06-20
855.33 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-06-25
265.8 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-07-15
824.36 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-07-15
4195.26 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-07-15
60.61 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-07-20
1929.23 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-07-20
30000. AT&T INC 3.000% 2/15/22   2019-09-23 2020-07-23
15000. AT&T INC 3.000% 2/15/22   2012-06-28 2020-07-23
208.18 FNMA POOL #BP6345 3.000% 6/01/50   2020-05-14 2020-07-25
916.8 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-07-25
4452. ISHARES RUSSELL MID-CAP ETF   2014-10-30 2020-07-27
3323. ISHARES CORE MSCI EAFE ETF   2017-01-18 2020-07-27
2541.386 PRINCIPAL MIDCAP FUND-R6 #4268   2012-10-23 2020-07-27
29821.074 PRINCIPAL MIDCAP FUND-R6 #4268   2020-04-22 2020-07-27
10271.862 T ROWE PRICE BLUE CHIP-I #429   2012-11-01 2020-07-27
8123.477 TWEEDY BROWNE FD GLOBAL VALUE #1   2015-04-27 2020-07-27
1934.161 VANGUARD 500 INDEX FD- ADM #540   2020-04-23 2020-07-28
1429.784 VANGUARD 500 INDEX FD- ADM #540   2017-01-17 2020-07-28
45000. AT&T INC 3.400% 5/15/25   2020-07-22 2020-08-07
226.66 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-08-15
802.75 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-08-15
3280.24 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-08-15
100000. FORD CREDIT FLOORPLA 2.390% 8/15/22   2016-03-02 2020-08-17
45000. HSBC HOLDINGS PLC 4.875% 1/14/22   2015-10-29 2020-08-18
60.81 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-08-20
1448.59 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-08-20
295.35 FNMA POOL #BP6345 3.000% 6/01/50   2020-05-14 2020-08-25
1097.15 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-08-25
252.59 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-09-15
996.65 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-09-15
2757.48 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-09-15
95000. FED HOME LN BK 3.250% 11/16/28   2020-04-24 2020-09-16
55000. FED HOME LN BK 3.250% 11/16/28   2019-06-20 2020-09-16
61.01 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-09-20
1230.8 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-09-20
822.08 FNMA POOL #BP6345 3.000% 6/01/50   2020-05-14 2020-09-25
495.13 FNMA POOL #FM4041 2.000% 8/01/35   2020-08-19 2020-09-25
1212.08 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-09-25
150000. US TREASURY NOTE 2.000% 9/30/20   2015-08-05 2020-09-30
90000. US TREASURY NOTE 2.375% 5/15/29   2019-08-05 2020-10-09
261.06 FHLMC POOL J10652 4.500% 10/01/24   2009-09-02 2020-10-15
1088.06 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-10-15
2937.21 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-10-15
85000. US TREASURY NOTE 1.750% 11/15/29   2020-02-11 2020-10-16
61.21 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-10-20
1218.57 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-10-20
582.2 FNMA POOL #BP6345 3.000% 6/01/50   2020-05-14 2020-10-25
529.81 FNMA POOL #FM4041 2.000% 8/01/35   2020-08-19 2020-10-25
1329.14 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-10-25
1086.77 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-11-15
16504.85 FED HOME LN MTG CORP 4.000% 12/15/43   2019-06-12 2020-11-15
2820.28 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-11-15
61.42 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-11-20
1109.25 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-11-20
238.93 FHLMC POOL #ZK1814 4.500% 10/01/24   2009-09-02 2020-11-25
929.14 FNMA POOL #BP6345 3.000% 6/01/50   2020-05-14 2020-11-25
540.52 FNMA POOL #FM4041 2.000% 8/01/35   2020-08-19 2020-11-25
1557.45 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-11-25
7435. ISHARES RUSSELL MID-CAP ETF   2014-10-30 2020-12-10
6699.419 MFS VALUE FUND-R6 4810   2013-04-30 2020-12-10
1030.746 VANGUARD 500 INDEX FD- ADM #540   2015-09-16 2020-12-10
947.59 FED HOME LN MTG CORP 3.000% 7/15/37   2015-07-22 2020-12-15
20282.21 FED HOME LN MTG CORP 4.000% 12/15/43   2019-06-12 2020-12-15
446.04 FED HOME LN MTG CORP 4.500% 2/15/43   2019-05-06 2020-12-15
61.62 GNMA II POOL #AA5526 3.500% 5/20/42   2013-01-23 2020-12-20
972.69 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2020-12-20
225.08 FHLMC POOL #ZK1814 4.500% 10/01/24   2009-09-02 2020-12-25
1891. FNMA POOL #BP6345 3.000% 6/01/50   2020-05-14 2020-12-25
524.26 FNMA POOL #FM4041 2.000% 8/01/35   2020-08-19 2020-12-25
1573.43 FNMA POOL MA0955 3.500% 1/01/42   2012-02-02 2020-12-25
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 541   560 -19
b 2,887   2,964 -77
c 615   625 -10
d 237   244 -7
e 425   440 -15
2,227   2,287 -60
40,308   39,836 472
88   94 -6
685   696 -11
398   415 -17
66,595   61,915 4,680
238   245 -7
438   453 -15
2,628   2,698 -70
88   94 -6
631   641 -10
343   357 -14
39,188   40,820 -1,632
61,080   54,203 6,877
235   242 -7
410   425 -15
3,761   3,861 -100
46,473   50,551 -4,078
25,802   24,959 843
11,957   12,824 -867
797   810 -13
100,000   115,406 -15,406
120,020   145,000 -24,980
455,283   439,925 15,358
837,240   1,023,355 -186,115
100,283   85,712 14,571
340,241   382,868 -42,627
299,792   322,915 -23,123
88,002   100,000 -11,998
11,998   12,188 -190
350,000   430,318 -80,318
498,976   603,731 -104,755
258,635   461,385 -202,750
441   459 -18
24,693   26,161 -1,468
77,379   74,877 2,502
236   243 -7
641   665 -24
4,201   4,313 -112
145,000   152,833 -7,833
60   65 -5
818   831 -13
387,833   461,310 -73,477
617   643 -26
20,405   20,928 -523
56,407   56,882 -475
79,649   75,176 4,473
103,901   111,378 -7,477
45,000   47,184 -2,184
920   948 -28
571   592 -21
3,830   3,932 -102
60   65 -5
873   887 -14
855   891 -36
266   274 -8
824   854 -30
4,195   4,307 -112
61   65 -4
1,929   1,960 -31
31,236   30,620 616
15,618   15,366 252
208   220 -12
917   955 -38
250,090   179,417 70,673
199,970   182,864 17,106
78,529   39,618 38,911
921,471   750,000 171,471
1,500,000   463,506 1,036,494
200,000   226,320 -26,320
574,968   500,000 74,968
425,032   299,382 125,650
50,349   49,784 565
227   234 -7
803   832 -29
3,280   3,368 -88
100,000   101,078 -1,078
47,833   49,548 -1,715
61   65 -4
1,449   1,472 -23
295   312 -17
1,097   1,143 -46
253   260 -7
997   1,033 -36
2,757   2,831 -74
113,812   112,822 990
65,891   59,874 6,017
61   65 -4
1,231   1,251 -20
822   867 -45
495   517 -22
1,212   1,262 -50
150,000   152,549 -2,549
102,811   94,830 7,981
261   269 -8
1,088   1,128 -40
2,937   3,016 -79
93,102   90,727 2,375
61   66 -5
1,219   1,238 -19
582   614 -32
530   554 -24
1,329   1,384 -55
1,087   1,126 -39
16,505   17,320 -815
2,820   2,896 -76
61   66 -5
1,109   1,127 -18
239   246 -7
929   980 -51
541   565 -24
1,557   1,622 -65
500,126   299,633 200,493
300,000   194,077 105,923
350,000   200,266 149,734
948   982 -34
20,282   21,284 -1,002
446   458 -12
62   66 -4
973   988 -15
225   232 -7
1,891   1,995 -104
524   548 -24
1,573   1,639 -66
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
      604,323
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       -19
b       -77
c       -10
d       -7
e       -15
      -60
      472
      -6
      -11
      -17
      4,680
      -7
      -15
      -70
      -6
      -10
      -14
      -1,632
      6,877
      -7
      -15
      -100
      -4,078
      843
      -867
      -13
      -15,406
      -24,980
      15,358
      -186,115
      14,571
      -42,627
      -23,123
      -11,998
      -190
      -80,318
      -104,755
      -202,750
      -18
      -1,468
      2,502
      -7
      -24
      -112
      -7,833
      -5
      -13
      -73,477
      -26
      -523
      -475
      4,473
      -7,477
      -2,184
      -28
      -21
      -102
      -5
      -14
      -36
      -8
      -30
      -112
      -4
      -31
      616
      252
      -12
      -38
      70,673
      17,106
      38,911
      171,471
      1,036,494
      -26,320
      74,968
      125,650
      565
      -7
      -29
      -88
      -1,078
      -1,715
      -4
      -23
      -17
      -46
      -7
      -36
      -74
      990
      6,017
      -4
      -20
      -45
      -22
      -50
      -2,549
      7,981
      -8
      -40
      -79
      2,375
      -5
      -19
      -32
      -24
      -55
      -39
      -815
      -76
      -5
      -18
      -7
      -51
      -24
      -65
      200,493
      105,923
      149,734
      -34
      -1,002
      -12
      -4
      -15
      -7
      -104
      -24
      -66
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,834,203
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 30,373
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 30,373
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,373
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,728
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,645
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,373
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK Telephone no.bullet (800) 352-3705

    Located atbullet100 NORTH MAIN ST D4001-065WINSTON SALEMNC ZIP+4bullet27101
    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
    Yes
     
    ........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
    Yes
     
    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
    Yes
     
    .........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
    WELLS FARGO BANK N A TRUSTEE
    1     		117,350    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    DAVID E LODER CO-TRUSTEE
    20     		61,280    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    SHELDON M BONOVITZ CO-TRUSTEE
    20     		61,280    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    27,687,761
    b
    Average of monthly cash balances.......................
    1b
    988,340
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,676,101
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    28,676,101
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    430,142
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    28,245,959
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,412,298
    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
    1,412,298
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    30,373
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,373
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,381,925
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,000
    5
    Add lines 3 and 4............................
    5
    1,385,925
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,385,925
    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
    1,254,947
    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
    1,254,947
    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
    1,254,947
    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 1,385,925
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 33,617
    d From 2018...... 147,725
    e From 2019...... 78,449
    fTotal of lines 3a through e........ 259,791
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,254,947
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,254,947
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 130,978 130,978
    (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 5 128,813
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		128,813
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 50,364
    d Excess from 2019.... 78,449
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    URBANPROMISE MINISTRIES INC
    27 N 36TH ST
    CAMDEN,NJ08105     		NONE PC GENERAL OPERATING 3,000
    UNIVERSITY OF THE ARTS
    320 S BROAD ST
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,500
    ZOOLOGICAL SOCIETY OF PHILADELPHIA
    3400 W GIRARD AVE
    PHILADELPHIA,NJ19104     		NONE PC GENERAL OPERATING 30,000
    WISTAR INSTITUTE OF ANATOMY & BIOLOGY
    3601 SPRUCE STREET
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 25,000
    THE PUBLIC INTEREST LAW CENTER
    1500 JOHN F KENNEDY BLVD 802
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 5,000
    PHILADELPHIA OUTWARD BOUND CENTER
    3401 RESERVOIR DR
    PHILADELPHIA,PA19121     		NONE PC GENERAL OPERATING 2,500
    PUBLIC CITIZENS FOR CHILDREN AND YOUTH
    990 SPRING GARDEN ST 200
    PHILADELPHIA,PA19123     		NONE PC GENERAL OPERATING 6,000
    FAIRMOUNT PARK CONSERVANCY
    1617 JOHN F KENNEDY BLVD 1670
    Philadelphia,PA19103     		NONE PC GENERAL OPERATING 3,500
    CITY YEAR INC
    211 N 13TH ST 100
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 25,000
    AZUKA THEATRE COLLECTIVE
    1700 SANSOM STREET SUITE 800
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 1,000
    PHILADELPHIA THEATRE COMPANY
    480 S BROAD ST
    PHILADELPHIA,PA19146     		NONE PC GENERAL OPERATING 3,000
    PHILADELPHIA RONALD MCDONALD
    3925 CHESTNUT ST 3110
    Philadelphia,PA19104     		NONE PC GENERAL OPERATING 2,500
    FRINGEARTS
    140 N COLUMBUS BLVD
    Philadelphia,PA19106     		NONE PC GENERAL OPERATING 2,500
    UNIVERSITY CITY SCIENCE CENTER
    3675 MARKET ST SUITE 400
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY DEVELOPMENT CORPORATION
    1315 WALNUT ST 1600
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 2,000
    PENNSYLVANIANS FOR MODERN COURTS
    1500 JOHN F KENNEDY BLVD 2 PENN
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,000
    PENNSYLVANIA HORTICULTURAL
    100 N 20TH ST
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 6,000
    UNITED WAY OF GREATER PHILADELPHIA AND S
    1650 ARCH ST SUITE 2200
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 5,000
    PENNSYLVANIA BALLET ASSOCIATION
    100 SOUTH BROAD STREET SUITE 2226
    PHILADELPHIA,PA19110     		NONE PC GENERAL OPERATING 2,500
    OPERATION WARM INC
    6 DICKINSON DRIVE SUITE 314
    CHADDS FORD,PA19317     		NONE PC GENERAL OPERATING 2,000
    THOMAS JEFFERSON UNIVERSITY
    4201 HENRY AVE
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 4,000
    TEMPLE UNIVERSITY
    801 N BROAD ST
    PHILADELPHIA,PA19122     		NONE PC GENERAL OPERATING 18,000
    TALLER PUERTORRIQUENO INC
    2600 N 5TH ST
    PHILADELPHIA,PA19133     		NONE PC GENERAL OPERATING 1,500
    SUPPORT CENTER FOR CHILD ADVOCATES
    1617 JOHN F KENNEDY BLVD 1200
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 7,500
    STEPPINGSTONE SCHOLARS INC
    1301 CECIL B MOORE AVE
    PHILADELPHIA,PA19122     		NONE PC GENERAL OPERATING 7,500
    A STEP UP ACADEMY INC
    1301 CECIL B MOORE AVE
    PHILADELPHIA,PA19122     		NONE PC GENERAL OPERATING 1,500
    STARFINDER FOUNDATION
    4015 MAIN ST
    PHILADELPHIA,PA19127     		NONE PC GENERAL OPERATING 1,000
    RUTGERS THE STATE UNIVERSITY OF NJ
    57 US HIGHWAY 1
    NEW BRUNSWICK,NJ08901     		NONE PC GENERAL OPERATING 4,000
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LN
    PHILADELPHIA,PA19127     		NONE PC GENERAL OPERATING 4,000
    MAGEE REHABILITATION HOSPITAL
    1513 RACE STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,500
    LEHIGH UNIVERSITY
    3020 MARKET S
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 4,000
    LAFAYETTE COLLEGE
    730 HIGH ST
    EASTON,PA18042     		NONE PC GENERAL OPERATING 4,000
    LA SALLE UNIVERSITY
    1900 W OLNEY AVE
    PHILADELPHIA,PA19141     		NONE PC GENERAL OPERATING 4,000
    JEVS HUMAN SERVICES
    1845 WALNUT ST 7TH FLOOR
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 2,000
    INGLIS HOUSE
    2600 BELMONT AVE
    PHILADELPHIA,PA19131     		NONE PC GENERAL OPERATING 4,500
    CRADLES TO CRAYONS
    4700 WISSAHICKON AVENUE SUITE 142
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 7,500
    TPF SPECIAL ASSETS FUND
    1835 MARKET ST STE 2410
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 3,500
    HABITAT FOR HUMANITY PHILADELPHIA
    1829 N 19TH ST
    PHILADELPHIA,PA19121     		NONE PC GENERAL OPERATING 2,500
    JUNIOR ACHIEVEMENT OF SOUTHEASTERN
    994 OLD EAGLE SCHOOL RD 1014
    WAYNE,PA19087     		NONE PC GENERAL OPERATING 2,500
    PHILADELPHIA FUTURES
    230 S BROAD ST 7TH FLOOR
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 5,000
    WILMA THEATER
    265 S BROAD ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 10,000
    WOMEN'S RESOURCE CENTER
    113 W WAYNE AVE
    WAYNE,PA19087     		NONE PC GENERAL OPERATING 1,000
    YEAR UP INC
    1420 PINE STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,000
    THE SALVATION ARMY PHILADELPHIA CHAPTER
    701 N BROAD STREET
    PHILADELPHIA,PA19123     		NONE PC GENERAL OPERATING 5,000
    KIMMEL CENTER INC
    1500 WALNUT STREET FLOOR 17
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 5,000
    UNIVERSITY OF THE SCIENCES IN PHILADELPH
    600 S 43RD ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 2,500
    CHILDREN'S LITERACY INITIATIVE
    990 SPRING GARDEN ST
    PHILADELPHIA,PA19123     		NONE PC GENERAL OPERATING 3,500
    ABINGTON FRIENDS SCHOOL
    575 WASHINGTON LN
    JENKINTOWN,PA19046     		NONE PC GENERAL OPERATING 15,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PC GENERAL OPERATING 10,000
    PROVIDENCE CENTER
    2557 N 5TH ST
    PHILADELPHIA,PA19133     		NONE PC GENERAL OPERATING 1,500
    THE APPEL FARM ARTS AND MUSIC CENTER
    457 SHIRLEY ROAD
    ELMER,NJ08318     		NONE PC GENERAL OPERATING 2,000
    ARDEN THEATRE COMPANY
    40 N 2ND ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,500
    ARTREACH INC
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,500
    BREAKTHROUGH OF GREAT PHILADELPHIA INC
    34 W COULTER ST
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 3,000
    CHESTNUT HILL MEALS ON WHEELS
    1710 BETHLEHEM PIKE
    FLOURTOWN,PA19031     		NONE PC GENERAL OPERATING 1,000
    CLAY STUDIO
    139 N 2ND ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,000
    HOMELESS HOUSING DEVELOPMENT INC
    5221 GERMANTOWN AVE
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 2,000
    COMMUNITY PARTNERSHIP SCHOOL
    3033 W GLENWOOD AVE
    PHILADELPHIA,PA19121     		NONE PC GENERAL OPERATING 4,500
    CONSUMER BANKRUPTCY ASSISTANCE PROJECT
    718 ARCH ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 3,000
    CONSUMER CREDIT COUNSELING SERVICE
    OF DELAWARE VALLEY
    1635 MARKET ST
    Philadelphia,PA19103     		NONE PC GENERAL OPERATING 2,000
    CRADLE OF LIBERTY COUNCIL
    1485 VALLEY FORGE RD
    WAYNE,PA19087     		NONE PC GENERAL OPERATING 3,000
    ESF DREAM CAMP FOUNDATION
    750 HAVERFORD ROAD
    BRYN MAWR,PA19010     		NONE PC GENERAL OPERATING 1,000
    THE FABRIC WORKSHOP AND MUSEUM
    1214 ARCH ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 3,000
    GIRLS ROCK PHILLY
    1428 GERMANTOWN AVE
    PHILADELPHIA,PA19122     		NONE PC GENERAL OPERATING 1,000
    I H M CENTER FOR LITERACY AND GED PROGRA
    929 FARRAGUT TERRACE
    PHILADELPHIA,PA19143     		NONE PC GENERAL OPERATING 1,500
    JOHN BARTRAM ASSOCIATION
    5400 LINDBERGH BLVD
    PHILADELPHIA,PA19143     		NONE PC GENERAL OPERATING 2,500
    LANTERN THEATER COMPANY
    923 LUDLOW ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 1,500
    NATIONAL AUDUBON SOCIETY
    100 WILDWOOD WAY
    HARRISBURG,PA17110     		NONE PC GENERAL OPERATING 1,500
    NATIONAL LIBERTY MUSEUM
    321 CHESTNUT ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,000
    NEED IN DEED
    211 N 13TH STREET SUITE 501
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 2,500
    PENNSYLVANIA ACADEMY OF THE FINE ARTS
    118-128 N BROAD ST
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,500
    THE PHILADELPHIA EDUCATION FUND
    718 ARCH ST 700N
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,500
    PHILADELPHIA FREEDOM VALLEY
    YMCA CIVIC ENGAGEMENT
    CONSHOHOCKEN,PA19428     		NONE PC GENERAL OPERATING 2,500
    PHILADELPHIA MURAL ARTS ADVOCATE
    1727-29 MT VERNON STREET
    PHILADELPHIA,PA19130     		NONE PC GENERAL OPERATING 5,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 SOUTH BROAD STREET 14TH FLOOR
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 5,000
    PHILADELPHIA PHOTO ARTS CENTER
    1400 N AMERICAN ST 103
    PHILADELPHIA,PA19122     		NONE PC GENERAL OPERATING 2,500
    PHILADELPHIA VIP INC
    1500 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 8,000
    PHILADELPHIA YOUTH BASKETBALL
    1735 MARKET STREET CONCOURSE LEVEL
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 6,000
    PHILADELPHIA YOUTH ORCHESTRA
    240 S 20TH ST 4
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 4,000
    PLANNED PARENTHOOD OF SOUTHERN PA
    1144 LOCUST STREET
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 14,000
    PLAY ON PHILLY
    1520 LOCUST STREET SUITE 901
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,000
    PLEASE TOUCH MUSEUM
    4231 AVENUE OF THE REPUBLIC
    PHILADELPHIA,PA19131     		NONE PC GENERAL OPERATING 2,500
    PROJECT 440 INC
    1315 WALNUT ST 320
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 3,500
    THE SCHUYLKILL CENTER FOR ENVIRONMENTAL
    ENVIRONMENTAL EDUCATION
    PHILADELPHIA,PA19128     		NONE PC GENERAL OPERATING 1,000
    SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA
    416 QUEEN ST
    PHILADELPHIA,PA19147     		NONE PC GENERAL OPERATING 3,500
    SMITH MEMORIAL PLAYGROUNDS
    3500 RESERVOIR DR
    PHILADELPHIA,PA19121     		NONE PC GENERAL OPERATING 2,000
    KENCREST CENTER
    3907 N BROAD ST
    PHILADELPHIA,PA19140     		NONE PC GENERAL OPERATING 1,500
    TRUSTEE OF THE UNIVERSITY OF PENNSYLVANI
    3819 CHESTNUT STREET SUITE 214
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 33,000
    URBAN TREE CONNECTION
    1445 N 52ND ST
    PHILADELPHIA,PA19131     		NONE PC GENERAL OPERATING 2,500
    VARIETY CLUB CAMP AND DEVELOPMENT
    CENTER FOR HANDICAPPED CHILDREN
    WORCESTER,PA19490     		NONE PC GENERAL OPERATING 1,500
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 W MONTGOMERY AVE
    PHILADELPHIA,PA19121     		NONE PC GENERAL OPERATING 3,500
    DELAWARE VALLEY ADOPTION COUNCIL
    PO BOX 54
    NORRISTOWN,PA19404     		NONE PC GENERAL OPERATING 2,500
    WHYY INC
    150 N 6TH STREET
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 3,500
    CAREER WARDROBE
    21 SOUTH 12TH STREET
    PHILADELPHIA,PA19147     		NONE PC GENERAL OPERATING 3,500
    FACE TO FACE
    440 N BROAD STREET
    PHILADELPHIA,PA19130     		NONE PC GENERAL OPERATING 2,000
    MUSICOPIA
    2001 MARKET STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 1,000
    TEACH FOR AMERICA
    PO BOX 398305
    SAN FRANCISCO,CA94139     		NONE PC GENERAL OPERATING 7,500
    FUND FOR THE SCHOOL DISTRICT
    30 S 17TH ST
    Philadelphia,PA19103     		NONE PC GENERAL OPERATING 360,500
    CHRIST CHURCH PRESERVATION TRUST
    20 N AMERICAN ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL SUPPORT 3,500
    PHILADELPHIAS MAGIC GARDENS
    1020 SOUTH ST
    PHILADELPHIA,PA19147     		NONE PC GENERAL SUPPORT 1,500
    WEST PHILADELPHIA ALLIANCE FOR CHILDREN
    5070 PARKSIDE AVENUE SUITE
    PHILADELPHIA,PA19131     		NONE PC GENERAL OPERATING 2,000
    ROWAN UNIVERSITY FOUNDATION INC
    201 MULLICA HILL RD
    GLASSBORO,NJ08028     		NONE PC GENERAL OPERATING 4,000
    INTER-FAITH HOUSING ALLIANCE
    31 S SPRING GARDEN ST
    AMBLER,PA19002     		NONE PC GENERAL SUPPORT 1,000
    CATHEDRAL SOUP KITCHEN INC
    1514 FEDERAL STREET
    CAMDEN,NJ08105     		NONE PC GENERAL OPERATING 2,500
    ACADEMY OF NATURAL SCIENCES OF
    1900 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 10,000
    ACADEMY OF VOCAL ARTS
    1920 SPRUCE ST
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 2,500
    MOORE COLLEGE OF ART AND DESIGN
    20TH THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PC GENERAL SUPPORT 3,000
    EASTER SEALS OF SOUTHEASTERN PENNSYLVANI
    3975 CONSHOHOCKEN AVE
    PHILADELPHIA,PA19131     		NONE PC GENERAL SUPPORT 2,000
    WHOSOEVER GOSPEL MISSION AND RES CUE HOM
    PO BOX 48308
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 1,500
    DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 8,000
    VILLANOVA UNIVERSITY
    800 E LANCASTER AVE
    Villanova,PA19085     		NONE PC GENERAL OPERATING 4,000
    FRANKLIN INSTITUTE
    222 NORTH 20TH STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 10,000
    ASSOCIATED SERVICES FOR THE BLIND
    919 WALNUT ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 4,000
    WOODMERE ART MUSEUM INC
    9201 GERMANTOWN AVE
    PHILADELPHIA,PA19118     		NONE PC GENERAL OPERATING 3,000
    WIDENER UNIVERSITY
    1 UNIVERSITY PL
    CHESTER,PA19013     		NONE PC GENERAL OPERATING 4,000
    MANN CENTER FOR THE PERFOMING ARTS
    123 S BROAD STREET SUITE 815
    PHILADELPHIA,PA19109     		NONE PC GENERAL OPERATING 5,000
    OPERA PHILADELPHIA
    1420 LOCUST STREET SUITE 210
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 1,500
    CURTIS INSTITUTE OF MUSIC
    1726 LOCUST ST
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 2,500
    FREEDOMS FOUNDATION AT VALLEY
    1601 VALLEY FORGE RD
    VALLEY FORGE,PA19482     		NONE PC GENERAL OPERATING 500
    PAINTED BRIDE ART CENTER INC
    230 VINE ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,000
    BIG PICTURE ALLIANCE
    4732 STENTON AVE
    PHILADELPHIA,PA19144     		NONE PC GENERAL SUPPORT 1,000
    KELLY ANNE DOLAN MEMORIAL FUND
    590 VIRGINIA DRIVE SUITE 110
    FORT WASHINGTON,PA19034     		NONE PC GENERAL OPERATING 1,500
    SENIORLAW CENTER
    1500 JOHN F KENNEDY BLVD STE 1501
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 3,000
    ACHIEVEABILITY
    21 S 61ST ST
    PHILADELPHIA,PA19139     		NONE PC GENERAL OPERATING 10,000
    MANNA ON MAIN STREET
    606 EAST MAIN STREET
    LANSDALE,PA19446     		NONE PC GENERAL SUPPORT 3,000
    PHILABUNDANCE
    3616 SOUTH GALLOWAY STREET
    PHILADELPHIA,PA19148     		NONE PC GENERAL SUPPORT 7,500
    PHILADELPHIA YOUNG PLAYWRIGHTS
    1219 VINE STREET 3RD FLR
    PHILADELPHIA,PA19107     		NONE PC GENERAL SUPPORT 2,500
    PROJECT HOME
    1515 FAIRMOUNT AVENUE
    PHILADELPHIA,PA19130     		NONE PC GENERAL SUPPORT 2,500
    EDUCATION LAW CENTER - PA
    1800 JFK BOULEVARD
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 1,000
    COMMUNITY COLLEGE OF PHILADELPHIA FOUNDA
    1700 SPRING GARDEN ST ANNEX
    PHILADELPHIA,PA19130     		NONE PC GENERAL OPERATING 4,000
    HOMELESS ADVOCACY PROJECT
    1101 MARKET STREET 11TH
    PHILADELPHIA,PA19107     		NONE PC GENERAL SUPPORT 2,500
    THE ROCK SCHOOL FOR DANCE EDUCATION
    1101 S BROAD ST
    PHILADELPHIA,PA19147     		NONE PC GENERAL SUPPORT 2,000
    MUSEUM OF THE AMERICAN REVOLUTION
    101 S 3RD ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 10,000
    CENTRO NUEVA CREATION - NEW CREATION
    185 W TIOGA ST
    PHILADELPHIA,PA19140     		NONE PC GENERAL OPERATING 1,000
    CRADLE OF HOPE INC
    1657 THE FAIRWAY
    JENKINTOWN,PA19046     		NONE PC GENERAL OPERATING 1,500
    ENCORE SERIES INC
    1518 WALNUT ST STE 1706
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 2,500
    NEIGHBORHOOD BIKE WORKS
    3943 LANCASTER AVENUE
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 1,000
    UPLIFT CENTER FOR GRIEVING CHILDREN
    3300 HENRY AVE STE 110
    PHILADELPHIA,PA19129     		NONE PC GENERAL SUPPORT 1,500
    WEST CHESTER UNIVERSITY
    202 CARTER DR
    WEST CHESTER,PA19382     		NONE PC GENERAL OPERATING 4,000
    WILLIAM WAY LGBT COMMUNITY CENTER
    1315 SPRUCE ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL SUPPORT 1,000
    BUCKNELL UNIVERSITY
    ONE DENT DR
    LEWISBURG,PA17837     		NONE PC GENERAL OPERATING 4,000
    BYERSCHOOL FOUNDATION
    1926 ARCH ST 3F
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 1,500
    YMIC FOUNDATION INC
    1500 W WOODBANK WAY
    WEST CHESTER,PA19380     		NONE PC GENERAL SUPPORT 2,000
    FRESH ARTISTS
    PO BOX 44
    LAFAYETTE HILL,PA19420     		NONE PC GENERAL OPERATING 2,000
    GREENER PARTNERS
    PO BOX 221
    FAIRVIEW VLG,PA19409     		NONE PC GENERAL OPERATING 1,000
    LIVECONNECTIONS ORG
    3025 WALNUT ST
    PHILADELPHIA,PA19104     		NONE PC GENERAL SUPPORT 2,500
    ROCK TO THE FUTURE INC
    1201 N 3RD STREET 283
    PHILADELPHIA,PA19122     		NONE PC GENERAL OPERATING 2,000
    KIDS SMILES INC
    512 TOWNSHIP LINE RD
    BLUE BELL,PA19422     		NONE PC GENERAL OPERATING 1,500
    NEXT STEP ASSOCIATES
    1007 BON AIR ROAD
    HAVERTOWN,PA19083     		NONE PC GENERAL OPERATING 4,500
    NATIONAL CENTER FOR THE AMERICAN REVOLU
    101 S 3RD ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 10,000
    ELUNA
    ONE PENN CENTER 1617 JFK BLVD SUIT
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 3,000
    LITTLE KIDS ROCK INC
    PO BOX 43369
    MONTCLAIR,NJ07043     		NONE PC GENERAL OPERATING 2,000
    GERMANTOWN FRIENDS SCHOOL
    31 W COULTER ST
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 7,500
    FRANKLIN & MARSHALL COLLEGE
    637 COLLEGE AVE
    LANCASTER,PA17603     		NONE PC GENERAL OPERATING 4,000
    BOYS & GIRLS CLUBS OF PHILADELPHIA INC
    1518 WALNUT ST
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 3,000
    AWBURY ARBORETUM ASSOCIATION INC
    1 AWBURY RD
    PHILADELPHIA,PA19138     		NONE PC GENERAL OPERATING 2,000
    SAINT JOSEPHS UNIVERSITY
    5600 CITY AVE
    PHILADELPHIA,PA19131     		NONE PC GENERAL OPERATING 4,000
    EPISCOPAL COMMUNITY SERVICES
    225 S 3RD STREET
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 7,000
    Total .................................bullet 3a 1,020,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 411,808  
    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 1,834,203  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOMG ROYALTY INCOME     		    1 147,587  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,393,598  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,393,598
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 991     991

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Name of Bond End of Year Book Value End of Year Fair Market Value
    149123BV2 CATERPILLAR INC 3.90 81,081 76,112
    882508AW4 TEXAS INSTRUMENTS IN 39,296 41,638
    001055AM4 AFLAC INC 3.625% 11/ 64,929 72,424
    172967HT1 CITIGROUP INC 3.750% 61,400 66,369
    40414LAL3 HCP INC 3.875% 8/15/ 19,926 22,126
    12572QAG0 CME GROUP INC 71,560 76,744
    458140AS9 INTEL CORP 50,430 56,577
    46625HJY7 JPMORGAN CHASE & CO 54,941 61,590
    713448CM8 PEPSICO INC 3.600% 3 63,627 65,474
    00440EAS6 CHUBB INA HOLDINGS I 51,711 55,188
    009158AT3 AIR PRODUCTS & CHEMI 51,337 52,477
    037833BG4 APPLE INC 60,858 66,898
    30231GAJ1 EXXON MOBIL CORPORAT 51,075 51,120
    87612EBE5 TARGET CORP 49,908 55,259
    026874DD6 AMERICAN INTL GROUP 46,107 50,558
    166764BL3 CHEVRON CORP 50,099 55,474
    31677QBG3 FIFTH THIRD BANK 9,959 10,069
    37045XBS4 GENERAL MOTORS FINL 51,224 51,338
    539830BH1 LOCKHEED MARTIN CORP 52,228 56,795
    58013MEY6 MCDONALD'S CORP 52,375 56,955
    902494AT0 TYSON FOODS INC 4.50 53,765 52,432
    92277GAK3 VENTAS REALTY LP 50,489 52,468
    438516BL9 HONEYWELL INTERNATIO 63,779 66,233
    191216CV0 COCA-COLA CO/THE 30,138 30,814
    369550AU2 GENERAL DYNAMICS COR 61,973 61,891
    9128285M8 US TREASURY NOTE 147,641 171,677
    963320AW6 WHIRLPOOL CORP 33,489 36,583
    961214CX9 WESTPAC BANKING CORP 63,343 66,620
    64110DAL8 NETAPP INC 62,353 62,671
    931427AQ1 WALGREENS BOOTS ALLI 48,384 55,300
    91159HHN3 US BANCORP 62,240 64,955
    594918BQ6 MICROSOFT CORP 62,540 62,586
    912828U24 US TREASURY NOTE 2.0 144,204 163,260
    38141GWB6 GOLDMAN SACHS GROUP 49,571 57,060
    912828X88 US TREASURY NOTE 2.3 180,365 195,200
    86562MAU4 SUMITOMO MITSUI FINL 61,629 62,530
    3130AJHU6 FED HOME LN BK 184,809 186,210
    912828ZL7 US TREASURY NOTE 110,295 110,399
    912828WJ5 US TREASURY NOTE 2.5 238,462 242,456
    693475AV7 PNC FINANCIAL SERVIC 63,995 65,392
    857477AT0 STATE STREET CORP 51,619 56,761
    912828P46 US TREASURY NOTE 1.6 64,233 69,133
    036752AB9 ANTHEM INC 52,106 57,659
    05567LT31 BNP PARIBAS 5.000% 1 47,234 45,059
    043519ZL4 ASCENSION PARISH LA 100,000 102,527
    3135G0ZR7 FED NATL MTG ASSN 2. 128,914 135,953
    3135G05Q2 FED NATL MTG ASSN 236,347 235,534
    373334KK6 GEORGIA POWER CO 19,819 21,070
    654106AH6 NIKE INC 63,493 64,661
    06406FAD5 BANK OF NY MELLON CO 47,470 52,377
    606822BJ2 MITSUBISHI UFJ FIN 50,615 53,597
    031162CQ1 AMGEN INC 49,751 56,137
    91529YAK2 UNUM GROUP 4.000% 3/ 53,217 54,494
    59156RBM9 METLIFE INC 63,976 65,912
    9128286T2 US TREASURY NOTE 2.3 87,471 96,064
    06367WHH9 BANK OF MONTREAL 54,683 59,654
    00287YAQ2 ABBVIE INC 70,950 77,986
    61746BEF9 MORGAN STANLEY 51,165 57,261
    912828QN3 US TREASURY NOTE 3.1 221,564 217,352
    912828V98 US TREASURY NOTE 68,307 77,375
    491189FW1 KENTUCKY ST ASSET/LI 120,000 122,741
    316773CY4 FIFTH THIRD BANCORP 74,269 74,497
    9128284N7 US TREASURY NOTE 90,158 104,273
    26078JAD2 DOWDUPONT INC 54,583 61,597
    64465P7S1 NEW HAMPSHIRE ST MUN 65,000 71,304
    126650CL2 CVS HEALTH CORP 52,835 56,626
    74432QCH6 PRUDENTIAL FINANCIAL 59,798 62,255
    053332AY8 AUTOZONE INC 33,736 33,605
    548661DP9 LOWE'S COS INC 39,168 44,876
    912828RR3 US TREASURY NOTE 2.0 105,109 106,715
    78355HKF5 RYDER SYSTEM INC 42,962 46,449
    912828WE6 US TREASURY NOTE 2.7 198,684 209,473
    871829BK2 SYSCO CORPORATION 50,373 52,029
    68389XBU8 ORACLE CORP 58,593 60,658

    TY 2020 InvestmentsOtherSchedule2
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    9FF073827 PANOLA CNTY TX THOMA AT COST 1 1
    9FF073918 PANOLA CO. TX N.D. D AT COST 1 1
    9FF073777 PANOLA CO. TX A.L. B AT COST 1 18,840
    9FF074437 PANOLA CO. TX GABRIE AT COST 1 34,520
    9FF073926 PANOLA CO. TX JOHN D AT COST 1 1
    9FF073900 PANOLA CO. TX S.B. H AT COST 1 49,660
    9FF073876 PANOLA CO. TX S.B. H AT COST 1 54,470
    9FF074130 PANOLA CO. TX S.B. H AT COST 1 47,870
    9FF074411 PANOLA CO. TX THOMAS AT COST 1 77,280
    9FF073868 PANOLA CO. TX WILLIA AT COST 1 71,830
    9FF074346 PANOLA CO TX MARY F AT COST 1 1
    99RE69875 PANOLA COUNTY TX AB3 AT COST 1 1
    38378CFN2 GOVT NATL MTG ASSN 3 AT COST 16,188 16,402
    3137BCA40 FED HOME LN MTG CORP AT COST 2,344 2,264
    34528QEC4 FORD CREDIT FLOORPLA      
    00440EAS6 ACE INA HOLDINGS      
    912828V98 US TREASURY NOTE      
    78355HKF5 RYDER SYSTEM INC      
    00206RBD3 AT&T INC 3.000% 2/15      
    693391559 PIMCO EMERG MKTS BD- AT COST 314,029 328,757
    46432F842 ISHARES CORE MSCI EA AT COST 265,684 333,567
    40414LAL3 HCP INC 3.875% 8/15/      
    00287YAQ2 ABBVIE INC      
    539830BH1 LOCKHEED MARTIN CORP      
    58013MEY6 MCDONALD'S CORP      
    912828ND8 US TREASURY NOTE 3.5      
    912828RR3 US TREASURY NOTE 2.0      
    902494AT0 TYSON FOODS INC 4.50      
    92934R785 CRM SMALL CAP VALUE      
    713448CM8 PEPSICO INC 3.600% 3      
    097023BH7 BOEING CO 2.850% 10/      
    026874DD6 AMERICAN INTL GROUP      
    922908710 VANGUARD 500 INDEX F AT COST 1,132,288 2,136,858
    003021714 ABERDEEN EMERG MARKE      
    77954Q403 T ROWE PRICE BLUE CH AT COST 998,933 3,672,624
    4812C0803 JPMORGAN HIGH YIELD      
    9128284N7 US TREASURY NOTE      
    9128285M8 US TREASURY NOTE      
    922042858 VANGUARD FTSE EMERGI AT COST 564,074 667,315
    172967HT1 CITIGROUP INC 3.750%      
    464287655 ISHARES RUSSELL 2000 AT COST 406,015 591,513
    3128PPWM1 FHLMC POOL J10652 4.      
    912828QN3 U S TREASURY NT 3.12      
    693390841 PIMCO HIGH YIELD FD- AT COST 304,400 313,227
    912828WJ5 US TREASURY NOTE 2.5      
    46625HJY7 JPMORGAN CHASE & CO      
    001055AM4 AFLAC INC 3.625% 11/      
    912828P46 US TREASURY NOTE      
    345397XW8 FORD MOTOR CREDIT CO      
    912828X88 US TREASURY NOTE      
    31418ABZ0 FNMA POOL MA0955 3.5 AT COST 23,344 24,079
    256206103 DODGE & COX INT'L ST      
    74144Q203 T ROWE PRICE INST EM AT COST 427,737 775,677
    55273H353 MFS VALUE FUND-R6 48 AT COST 1,930,193 2,986,320
    12572QAG0 CME GROUP INC      
    037833BG4 APPLE INC      
    37045XBS4 GENERAL MOTORS FINL      
    404280AL3 HSBC HOLDINGS PLC 4.      
    912828SV3 US TREASURY NOTE 1.7      
    882508AW4 TEXAS INSTRUMENTS IN      
    74256W584 PRINCIPAL MIDCAP FUN AT COST 910,943 2,111,220
    901165100 TWEEDY BROWNE FD GLO AT COST 507,439 500,871
    464287648 ISHARES RUSSELL 2000 AT COST 274,055 661,417
    464287499 ISHARES RUSSELL MID- AT COST 845,865 1,438,796
    30231GAJ1 EXXON MOBIL CORPORAT      
    166764BL3 CHEVRON CORP      
    31677QBG3 FIFTH THIRD BANK      
    06406FAD5 BANK OF NY MELLON CO      
    912828U24 US TREASURY NOTE      
    38141GWB6 GOLDMAN SACHS GROUP      
    009158AT3 AIR PRODUCTS & CHEMI      
    912828VZ0 US TREASURY NOTE 2.0      
    912828WE6 US TREASURY NOTE 2.7      
    458140AS9 INTEL CORP      
    87612EBE5 TARGET CORP      
    149123BV2 CATERPILLAR INC 3.90      
    912828TJ9 US TREASURY NOTE 1.5      
    491189FW1 KENTUCKY ST ASSET/LI      
    3135G0ZR7 FED NATL MTG ASSN 2.      
    125509BM0 CIGNA CORP 5.125% 6/      
    05567LT31 BNP PARIBAS 5.000% 1      
    92277GAK3 VENTAS REALTY LP      
    36178DD73 GNMA II POOL #AA5526 AT COST 26,895 26,564
    606822BJ2 MITSUBISHI UFJ FIN      
    031162CQ1 AMGEN INC      
    036752AB9 ANTHEM INC      
    3130AFFX0 FED HOME LN BK      
    126650CL2 CVS HEALTH CORP      
    931427AQ1 WALGREENS BOOTS ALLI      
    31641Q755 FIDELITY NEW MRKTS I      
    373334KK6 GEORGIA POWER CO      
    00143W859 INV OPP DEVELOP MRKT AT COST 599,594 758,540
    26078JAD2 DOWDUPONT INC      
    548661DP9 LOWE'S COS INC      
    91529YAK2 UNUM GROUP 4.000% 3/      
    912828YY0 US TREASURY NOTE      
    64465P7S1 NEW HAMPSHIRE ST MUN      
    3137FG2W4 FED HOME LN MTG CORP AT COST 34,854 33,254
    61746BEF9 MORGAN STANLEY      
    3137FGGA7 FED HOME LN MTG CORP      
    06367WHH9 BANK OF MONTREAL      
    9128286T2 US TREASURY NOTE      
    963320AW6 WHIRLPOOL CORP      
    857477AT0 STATE STREET CORP      
    828807CW5 SIMON PROPERTY GROUP      
    61766EBE4 MORGAN STANLEY BAML AT COST 110,359 110,700
    55273H361 MFS RESEARCH INTERNA AT COST 475,000 643,284
    921910501 VANGUARD INTL GRTH F AT COST 400,000 506,766
    36258VAE4 GM FINANCIAL SECURIT AT COST 139,577 139,963
    3140KEBP2 FNMA POOL #BP6345 AT COST 99,991 99,470
    04314H758 ARTISAN SMALL CAP FU AT COST 600,000 775,848
    3131X5AP7 FHLMC POOL #ZK1814 AT COST 8,753 8,929
    04314H600 ARTISAN MID CAP FUND AT COST 1,250,000 1,348,263
    922031760 VANGUARD HIGH YIELD AT COST 305,303 312,322
    464288281 ISHARES JP MORGAN US AT COST 229,601 250,945
    3140X7P37 FNMA POOL #FM4041 AT COST 102,332 102,896
    411512528 HARBOR CAPITAL APPRE AT COST 2,500,000 2,724,801

    TY 2020 LegalFeesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 115,155     115,155


    TY 2020 OtherDecreasesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Description Amount
    PY PENDING SALES ADJ 39
    MUTUAL FUND TIMING ADJ 7,123
    ACCRUED INTEREST CARRYOVER 640


    TY 2020 OtherExpensesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ADMINISTRATIVE EXPENSE 2,552 0   2,552
    INVESTMENT EXPENSES - ADR FEES 482 482   0
    OMG ROYALTY EXPENSES 52,225 52,225   0


    TY 2020 OtherIncomeSchedule2
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OMG ROYALTY INCOME 147,587 147,587  


    TY 2020 OtherIncreasesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Description Amount
    RECOVERY OF GRANTS PAID 4,000
    COST BASIS ADJUSTMENT 1,453


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMIN FEE 25,632     25,632


    TY 2020 TaxesSchedule
    Name:
    LINDBACK CR & MF FOUNDATION TW MAIN
    EIN:
    23-6290348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,702 4,702   0
    FEDERAL TAX PAYMENT - PRIOR YE 11,725 0   0
    FEDERAL ESTIMATES - PRINCIPAL 18,728 0   0
    FOREIGN TAXES ON QUALIFIED FOR 729 729   0
    FOREIGN TAXES ON NONQUALIFIED 876 876   0