Form990-PF
Click to see attachment

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
A KINDER WORLD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO ROPES GRAY LLP 800 BOYLSTON S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021993600
A Employer identification number

20-6197902
B Telephone number (see instructions)

(617) 951-7000
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$12,023,889
J 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) 2,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 91 91  
4 Dividends and interest from securities... 222,388 223,101  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,694
b Gross sales price for all assets on line 6a 4,044,497
7 Capital gain net income (from Part IV, line 2)... 20,534
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 293,673 243,726  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,495 10,722   5,773
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,000 10,500   10,500
c Other professional fees (attach schedule).... 91,462 34,346   57,116
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 125 4,804   125
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 129,082 60,372   73,514
25 Contributions, gifts, grants paid....... 485,500 485,500
26 Total expenses and disbursements. Add lines 24 and 25 614,582 60,372   559,014
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -320,909
b Net investment income (if negative, enter -0-) 183,354
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.............   6 6
2 Savings and temporary cash investments......... 331,293 381,479 381,479
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,356,352 Click to see attachment4,660,652 6,039,378
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment5,316,901 5,602,878
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment0 Click to see attachment148
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,687,645 10,359,038 12,023,889
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........ 10,687,645 10,359,038
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,687,645 10,359,038
30 Total liabilities and net assets/fund balances (see instructions). 10,687,645 10,359,038
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
10,687,645
2
Enter amount from Part I, line 27a .....................
2
-320,909
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,366,736
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,698
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,359,038
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 THE ARBITRAGE FUND 9288.838 SHS P    
b CRM LNG/SHRT OPPORT-INST 11352.131 SHS P    
c FIDELITY 500 INDEX FD-AI 1278.647 SHS P    
d PRIMECAP ODYSSEY STOCK FUND 847.458 SHS P    
e CRM LNG/SHRT OPPORT-INST 11465.329 SHS P    
JPM PRIME MM FD - CAP FUND 231926.25 SHS P    
JPM PRIME MM FD - CAP FUND 116599.35 SHS P    
ISHARES MSCI ALL COUNTRY 663 SHS P    
ISHARES MSCI ALL COUNTRY 1,333 SHS P    
ISHARES MSCI JAPAN ETF 586 SHS P    
ISHARES MSCI JAPAN ETF 1,349 SHS P    
ISHARES MSCI INDIA ETF 1,034 SHS P    
ISHARES MSCI INDIA ETF 3,124 SHS P    
TORTOISE MLP & PIPELINE 9,956.558 SHS P    
TORTOISE MLP & PIPELINE 9,119.391 SHS P    
SPDR S&P OIL & GAS EXP & PR 39 SHS P    
SPDR S&P OIL & GAS EXP & PR 793 SHS P    
VANGUARD MID-CAP ETF 45 SHS P    
SPDR S&P OIL & GAS EXP & PR 49 SHS P    
VANGUARD MID-CAP ETF 2 SHS P    
VANGUARD MID-CAP ETF 6 SHS P    
VANGUARD MID-CAP ETF 2 SHS P    
SPDR S&P OIL & GAS EXP & PR 41 SHS P    
VANGUARD MID-CAP ETF 4 SHS P    
VANGUARD MID-CAP ETF 4 SHS P    
SPDR S&P OIL & GAS EXP & PR 23 SHS P    
VANGUARD MID-CAP ETF 2 SHS P    
VANGUARD MID-CAP ETF 4 SHS P    
VANGUARD MID-CAP ETF 2 SHS P    
VANGUARD MID-CAP ETF 148 SHS P    
SPDR S&P OIL & GAS EXP & PR 39 SHS P    
VANGUARD MID-CAP ETF 27 SHS P    
SPDR S&P OIL & GAS EXP & PR 2 SHS P    
VANGUARD MID-CAP ETF 435 SHS P    
SPDR S&P OIL & GAS EXP & PR 2 SHS P    
VANGUARD MID-CAP ETF 2 SHS P    
VANGUARD MID-CAP ETF 4 SHS P    
VANGUARD MID-CAP ETF 53 SHS P    
SPDR S&P OIL & GAS EXP & PR 20 SHS P    
VANGUARD MID-CAP ETF 14 SHS P    
SPDR S&P OIL & GAS EXP & PR 2113 SHS P    
DODGE & COX INCOME P    
OAKMARK INTERNATIONAL 1,222.494 SHS P    
VANGUARD MID-CAP ETF 329 SHS P    
PRIMECAP ODYSSEY STOCK FUND 2,425.668 SHS P    
DIAMOND HILL LONG/SHORT P    
PRIMECAP ODYSSEY STOCK FUND 2,425.668 SHS P    
DOUBLELINE TTL RTRN 28,260.677 SHS P    
JPM PRIME MM FD - CAP FUND P    
INVESCO QQQ TRUST SERIES 1 467 SHS P    
FIDELITY INTL INDEX 720.254 SHS P    
OAKMARK INTERNATIONAL 1,207.729 SHS P    
PARNASSUS CORE EQUITY 352.113 SHS P    
DODGE & COX INCOME 1,575.796 SHS P    
DODGE & COX INCOME 2,049.950 SHS P    
FIDELITY INTL INDEX 1,020.929 SHS P    
FIDELITY 500 INDEX-INST 1,218.258 SHS P    
INVESCO QQQ TRUST SERIES 1 467 SHS P    
ISHARES GOLD TRUST 3,319 SHS P    
FIDELITY 500 INDEX-INST PRM 1,024.924 SHS P    
VANGUARD MID-CAP ETF 650 SHS P    
VANGUARD TOT BD MKT 2,011.986 SHS P    
DODGE & COX INTL STCK 3,174.150 SHS P    
VANGUARD MID-CAP ETF 6483 SHS P    
VANGUARD FINANCIALS ETF 312 SHS P    
VANGUARD FINANCIALS ETF 1,619 SHS P    
VANGUARD TOT BD MKT 9,382.045SHS P    
INVESCO QQQ TRUST SERIES 595 SHS P    
GOLDMAN SACHS P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
ISHARES GOLD TRUST P    
CAPITAL GAINS DIVIDENDS P    
(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 124,192   121,498 2,694
b 114,543   114,429 114
c 144,871   120,500 24,371
d 29,356   19,627 9,729
e 115,112   115,571 -459
232,019   232,007 12
116,658   116,634 24
47,649   46,208 1,441
95,801   92,905 2,896
33,397   34,291 -894
76,959   78,931 -1,972
33,120   34,333 -1,213
99,854   101,888 -2,034
109,821   120,124 -10,303
71,314   78,374 -7,060
336   1,418 -1,082
6,643   28,825 -22,182
6,006   7,297 -1,291
421   1,781 -1,360
267   324 -57
800   971 -171
267   324 -57
353   1,490 -1,137
533   648 -115
533   648 -115
198   836 -638
267   324 -57
533   648 -115
266   324 -58
19,631   23,961 -4,330
337   1,418 -1,081
3,595   4,371 -776
17   73 -56
59,059   70,425 -11,366
267   1,127 -860
266   324 -58
533   648 -115
7,052   8,581 -1,529
172   727 -555
1,865   2,267 -402
18,696   76,806 -58,110
96,688   99,109 -2,421
20,000   32,066 -12,066
44,403   53,243 -8,840
59,114   56,178 2,936
192,245   230,000 -37,755
205,900   175,125 30,775
297,302   312,505 -15,203
63,236   63,190 46
102,615   90,269 12,346
25,000   32,008 -7,008
20,000   30,566 -10,566
15,000   9,261 5,739
50,000   48,743 1,257
63,876   63,077 799
34,946   45,370 -10,424
128,953   117,259 11,694
71,394   58,136 13,258
54,301   53,216 1,085
107,053   96,589 10,464
107,245   102,952 4,293
23,500   23,118 382
117,221   97,669 19,552
84,727   73,977 10,750
17,592   22,388 -4,796
91,342   116,172 -24,830
109,207   108,567 640
175,078   140,316 34,762
8,988   8,988 0
57     57
55     55
75     75
75     75
80     80
68     68
72     72
80     80
76     76
78     78
75     75
76     76
83,125     83,125
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       2,694
b       114
c       24,371
d       9,729
e       -459
      12
      24
      1,441
      2,896
      -894
      -1,972
      -1,213
      -2,034
      -10,303
      -7,060
      -1,082
      -22,182
      -1,291
      -1,360
      -57
      -171
      -57
      -1,137
      -115
      -115
      -638
      -57
      -115
      -58
      -4,330
      -1,081
      -776
      -56
      -11,366
      -860
      -58
      -115
      -1,529
      -555
      -402
      -58,110
      -2,421
      -12,066
      -8,840
      2,936
      -37,755
      30,775
      -15,203
      46
      12,346
      -7,008
      -10,566
      5,739
      1,257
      799
      -10,424
      11,694
      13,258
      1,085
      10,464
      4,293
      382
      19,552
      10,750
      -4,796
      -24,830
      640
      34,762
      0
      57
      55
      75
      75
      80
      68
      72
      80
      76
      78
      75
      76
      83,125
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 20,534
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 2,549
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 2,549
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 2,549
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,671
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,671
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 12,122
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet12,122 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROPES GRAY LLP Telephone no.bullet (617) 951-7000

    Located atbullet800 BOYLSTON STREETBOSTONMA ZIP+4bullet021993600
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT N SHAPIRO TRUSTEE
    0.50
    16,495 0 0
    C/O ROPES GRAY LLP 800 BOYLSTON
    STREET
    BOSTON,MA02199
    DAVID B SWARTZ TRUSTEE
    1.00
    0 0 0
    C/O ROPES GRAY LLP 800 BOYLSTON
    STREET
    BOSTON,MA02199
    DIANA CASTELLANOS SWARTZ TRUSTEE
    1.00
    0 0 0
    C/O ROPES GRAY LLP 800 BOYLSTON
    STREET
    BOSTON,MA02199
    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
    JP MORGAN INVESTMENT MANAGEMENT 52,839
    270 PARK AVENUE
    NEW YORK,NY10017
    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.........................bullet0
    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
    10,798,575
    b
    Average of monthly cash balances.......................
    1b
    280,961
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,079,536
    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
    11,079,536
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    166,193
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,913,343
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    545,667
    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
    545,667
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,549
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,549
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    543,118
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    543,118
    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
    543,118
    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
    559,014
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    559,014
    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
    559,014
    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 7 543,118
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 531,471
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 559,014
    a Applied to 2019, but not more than line 2a 531,471
    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..... 27,543
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    515,575
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    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).)
    DAVID B SWARTZ
    DIANA CASTELLANOS SWARTZ
    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
    ANIMAL HAVEN
    200 CENTRE STREET
    NEW YORK,NY10013
    NONE PUBLIC CHARITY SUPPORT FOR THE ELDERLY, HOMELESS, AND VICTIMS OF DOMESTIC VIOLENCE 50,000
    CHIMPANZEE SANCTUARY NORTHWEST
    P O BOX 952
    CLE ELUM,WA98922
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION 15,000
    INTERNATIONAL FD FOR ANIMAL WELFARE (IFAW)INC
    290 SUMMER STREET
    YARMOUTH PORT,MA02675
    NONE PUBLIC CHARITY DISASTER RESPONSE FOR AUSTRALIAN FIRES 50,000
    JUNGLE FRIENDS PRIMATE SANCTUARY INC
    13915 NORTH STATE ROAD 121
    GAINSVILLE,FL32653
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION 15,000
    OKLAHOMA PRIMATE SANCTUARY
    P O BOX 134
    NEWCASTLE,OK73065
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION 10,000
    PAN-AFRICAN SANCTUARIES ALLIANCE
    3426 SW ARNOLD ST
    PORTLAND,OR97219
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION, PANDEMIC IMPACT RESPONSE IN AFRICA 55,000
    SEARCH AND CARE
    1844 SECOND AVE
    NEW YORK,NY10128
    NONE PUBLIC CHARITY ELDER SUPPORT PROGRAM 10,000
    TIGER SANCTUARIES
    250 WEST 12TH ST
    NEW YORK,NY10014
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION 30,000
    URBAN RESOURCE INSTITUTE
    75 BROAD STREET SUITE 505
    NEW YORK,NY10004
    NONE PUBLIC CHARITY SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE 50,000
    VETERINARIANS INTERNATIONAL
    ONE PENN PLAZA SUITE 6337
    NEW YORK,NY10119
    NONE PUBLIC CHARITY PANDEMIC IMPACT RESPONSE IN CHILE 10,000
    WILD BIRD FUND
    565 COLUMBUS AVENUE
    NEW YORK,NY10024
    NONE PUBLIC CHARITY WILDLIFE REHABILITATION 5,000
    CHIMP HAVEN
    13600 CHIMPANZEE PLACE
    KEITHVILLE,LA71047
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION 20,000
    HUMANE SOCIETY OF BOULDER VALLEY
    2323 55TH STREET
    BOULDER,CO80301
    NONE PUBLIC CHARITY DISASTER RESPONSE WILDFIRES 1,000
    LARIMER HUMANE SOCIETY
    3501 EAST 71ST STREET
    LOVELAND,CO80538
    NONE PUBLIC CHARITY DISASTER RESPONSE WILDFIRES 10,000
    LONGMONT HUMANE SOCIETY
    9595 NELSON ROAD
    LONGMONT,CO80501
    NONE PUBLIC CHARITY DISASTER RESPONSE WILDFIRES 7,500
    PETS ARE WONDERFUL SUPPORT
    134 WEST 29TH STREET SUITE 802
    NEW YORK,NY10001
    NONE PUBLIC CHARITY SUPPORT FOR ELDER AND HOMEBOUND PET OWNERS, PANDEMIC IMPACT RESPONSE 41,000
    POSITIVE TAILS
    PO BOX 27192
    BROOKLYN,NY11202
    NONE PUBLIC CHARITY PANDEMIC IMPACT RESPONSE 2,500
    PRIMARILY PRIMATES
    26099 DULL KNIFE TRAIL
    SAN ANTONIO,TX78255
    NONE PUBLIC CHARITY DISASTER RESPONSE HURRICANES 10,000
    ST HUBERT'S ANIMAL WELFARE CENTER
    PO BOX 159 575 WOODLAND AVENUE
    MADISON,NJ07940
    NONE PUBLIC CHARITY PANDEMIC IMPACT RESPONSE 15,000
    TEXAS WILDLIFE REHABILITATION COALITION INC
    10801 HAMMERLY BLVD 200
    HOUSTON,TX77043
    NONE PUBLIC CHARITY PANDEMIC IMPACT RESPONSE 2,500
    RIVERDALE ANIMAL SHELTER
    12155 PARK BLVD
    BRIGHTON,CO80601
    NONE PUBLIC CHARITY DISASTER RESPONSE WILDFIRES 1,000
    CENTER FOR ORANGUTAN & CHIMPANZEE CONSERVATION
    PO BOX 488
    WAUCHULA,FL33873
    NONE PUBLIC CHARITY ANIMAL WELFARE AND CONSERVATION 75,000
    Total .................................bullet 3a 485,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 91  
    4 Dividends and interest from securities....     14 222,388  
    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 68,694  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 291,173 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    291,173
    (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:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROPES AND GRAY TAX PREPARATION 21,000 10,500   10,500

    TY 2020 GeneralExplanationAttachment
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Identifier Return Reference Explanation
    STATEMENT FORM 990-PF, PART VII-B, LINE 1A(4) PAYMENTS IN THE AMOUNT OF $37,495.28 WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR TAX PREP AND TRUSTEES FEES. TRUSTEE ROBERT SHAPIRO IS A RETIRED PARTNER OF THE FIRM HAVING MORE THAN 300 ACTIVE PARTNERS. PAYMENTS FOR THESE SERVICES WERE MADE IN ACCORDANCE WITH THE TRUST DOCUMENTS. ADDITIONALLY, PAYMENTS IN THE AMOUNT OF $16,495.28 WERE MADE TO TRUSTEE ROBERT SHAPIRO WHO, BY AGREEMENT WITH ROPES & GRAY, TURNS OVER ALL FEES RECEIVED TO THE FIRM.
    STATEMENT FORM 990-PF, PART VIII, LINE 1 ROBERT SHAPIRO IS A RETIRED PARTNER OF THE LAW FIRM ROPES & GRAY LLP. PER AGREEMENT WITH ROPES & GRAY, TRUSTEE FEES EARNED BY ROBERT SHAPIRO ARE TURNED OVER TO THE FIRM.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PARNASSUS CORE EQUITY 253,983 519,142
    OAKMARK INTERNATIONAL 28550.92 SHS 412,983 464,979
    ISHARES MSCI ALL COUNTRY ASI-4046 SHS 296,329 442,405
    ISHARES MSCI INDIA ETF 124,407 167,195
    NEUBERGER BERGER CHINA EQ IS 110,000 135,446
    FIDELITY INTERNATIONAL INDEX FUND 420,008 435,663
    FIDELITY 500 INDEX FD-AI 353,808 502,323
    INVESCO QQQ TR UNITSER1 191,868 364,566
    ISHARES INC MSCI JAPAN NEW 212,798 256,255
    VANECK VECTORS GOLD MINERS ETF 130,446 204,846
    ISHARES CORE MSCI EMERGING 457,471 553,893
    HEALTH CARE SELECT SECTOR 333,506 392,389
    VANGUARD FINANCIALS ETF 293,861 333,434
    EDGEWOOD GROWTH FUND 314,360 394,426
    ISHARES RUSSELL 100 VALUE 274,745 298,345
    T ROWE PR JAPAN FUND 111,223 151,962
    T ROWE PRICE NEW ASIA 145,882 187,914
    ISHARES MSCI BRAZIL ETF 110,881 125,445
    ISHARES GLOBAL INFRASTRUCTUR 112,093 108,750

    TY 2020 InvestmentsOtherSchedule2
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PIMCO COMMODITY STRAT AT COST 116,658 114,117
    PIMCO INV GRD CRD BND AT COST 279,890 299,614
    COHEN & STEERS REAL ESTATE AT COST 232,019 208,255
    PERRY PRIVATE OPPORTUNITIES ACCESS OFFSHORE HOLDINGS LP AT COST 0 264
    BLACKSTONE ALT MULTI-55147.059 AT COST 739,904 692,062
    VANGUARD TOTAL BOND MARKET INDEX AT COST 1,578,350 1,679,289
    DOUBLELINE TOTL RET BOND FD AT COST 307,725 303,090
    SCHWAB US TIPS ETF AT COST 261,332 294,756
    NEUBERGER BERMAN LONG SH-INS AT COST 230,000 265,483
    ISHARES GOLD TRUST AT COST 263,061 369,743
    JP MORGAN MANAGED INCOME AT COST 269,829 270,839
    PIMCO TOT RET FD AT COST 550,641 584,613
    DODGE & COX INCOME FUND AT COST 487,492 520,753

    TY 2020 OtherAssetsSchedule
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUALS     148


    TY 2020 OtherDecreasesSchedule
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Description Amount
    ADJUSTMENT TO BEGINNING VALUE-JPM 52388-COST BASIS TORTOISE MLP & PIPELINE 7,698


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SAVESKY & COMPANY CONSULTING 38,623 0   38,623
    JP MORGAN-INV MGMT 52,839 34,346   18,493


    TY 2020 TaxesSchedule
    Name:
    A KINDER WORLD FOUNDATION
    EIN:
    20-6197902
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 0 4,804   0
    MA PC FILING FEE 125 0   125