Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE JOHN J AND LILLIAN M TAYLOR
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)655 N A1A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JUPITER, FL33477
A Employer identification number

04-6816680
B Telephone number (see instructions)

(561) 354-2900
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$3,648,785J 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) 300,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 21,530 21,530  
4 Dividends and interest from securities... 39,519 39,519  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 127,765
b Gross sales price for all assets on line 6a 632,507
7 Capital gain net income (from Part IV, line 2)... 127,765
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 864 864  
12 Total. Add lines 1 through 11........ 489,678 189,678  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,400 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,213 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,828 23,632   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,441 23,632   0
25 Contributions, gifts, grants paid....... 314,942 314,942
26 Total expenses and disbursements. Add lines 24 and 25 343,383 23,632   314,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,295
b Net investment income (if negative, enter -0-) 166,046
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............. 387,321 358,316 358,316
2 Savings and temporary cash investments.........      
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).......      
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).......... 2,068,418 Click to see attachment2,247,930 3,290,469
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,381 Click to see attachment5,169 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,465,120 2,611,415 3,648,785
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 20,885 20,885
28 Retained earnings, accumulated income, endowment, or other funds 2,444,235 2,590,530
29 Total net assets or fund balances (see instructions)..... 2,465,120 2,611,415
30 Total liabilities and net assets/fund balances (see instructions). 2,465,120 2,611,415
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
2,465,120
2
Enter amount from Part I, line 27a .....................
2
146,295
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,611,415
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,611,415
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 20 HON - HONEYWELL INTL INC COM STK   2017-07-13 2020-12-09
b 10 LYB - LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2019-11-15 2020-12-09
c 19 JNJ - JOHNSON & JOHNSON COM USD1   2019-11-15 2020-12-01
d 7 JNJ - JOHNSON & JOHNSON COM USD1   2013-09-20 2020-12-01
e 19 JNJ - JOHNSON & JOHNSON COM USD1   2013-10-28 2020-12-01
2 HON - HONEYWELL INTL INC COM STK   2017-07-13 2020-12-01
1 HON - HONEYWELL INTL INC COM STK   2017-07-21 2020-12-01
19 HON - HONEYWELL INTL INC COM STK   2019-11-15 2020-12-01
29 VLO - VALERO ENERGY CORP COM STK NEW   2017-05-30 2020-11-20
12 VLO - VALERO ENERGY CORP COM STK NEW   2019-11-15 2020-11-20
16 PAYX - PAYCHEX INC COM   2014-08-01 2020-11-04
11 JPM - JPMORGAN CHASE & CO COM   2014-11-03 2020-11-04
15 SBUX - STARBUCKS CORP COM   2018-08-24 2020-11-04
12 MMC - MARSH & MCLENNAN CO'S INC COM   2018-06-15 2020-11-04
39 TFC - TRUIST FINL CORP COM   2015-07-21 2020-11-04
18 JNJ - JOHNSON & JOHNSON COM USD1   2013-10-28 2020-10-15
78 CSCO - CISCO SYSTEMS INC   2013-07-30 2020-10-15
7 ITW - ILL TOOL WKS INC COM   2017-09-07 2020-09-18
6 HD - HOME DEPOT INC COM   2015-02-25 2020-09-18
4 LMT - LOCKHEED MARTIN CORP COM   2019-05-02 2020-09-18
12 MXIM - MAXIM INTEGRATED PRODS INC COM   2014-08-01 2020-09-15
15 MXIM - MAXIM INTEGRATED PRODS INC COM   2019-11-15 2020-09-15
49 MXIM - MAXIM INTEGRATED PRODS INC COM   2014-08-01 2020-09-03
12 MXIM - MAXIM INTEGRATED PRODS INC COM   2014-08-01 2020-08-31
1 JNJ - JOHNSON & JOHNSON COM USD1   2013-07-30 2020-08-31
2 JNJ - JOHNSON & JOHNSON COM USD1   2013-10-28 2020-08-31
17 JNJ - JOHNSON & JOHNSON COM USD1   2015-08-25 2020-08-31
3 MXIM - MAXIM INTEGRATED PRODS INC COM   2015-04-27 2020-08-28
1 MXIM - MAXIM INTEGRATED PRODS INC COM   2014-08-01 2020-08-28
7 JNJ - JOHNSON & JOHNSON COM USD1   2015-08-25 2020-08-28
33 HON - HONEYWELL INTL INC COM STK   2017-07-21 2020-08-24
26 MXIM - MAXIM INTEGRATED PRODS INC COM   2015-04-27 2020-07-27
4 MXIM - MAXIM INTEGRATED PRODS INC COM   2017-06-08 2020-07-27
7 MXIM - MAXIM INTEGRATED PRODS INC COM   2014-06-05 2020-07-27
4 WEC - WEC ENERGY GROUP INC COM   2013-11-18 2020-07-13
3 NEE - NEXTERA ENERGY INC COM   2015-02-20 2020-07-13
3 APD - AIR PROD & CHEM INC COM   2016-11-28 2020-07-13
14 TXN - TEXAS INSTRUMENTS INC COM   2017-01-24 2020-07-13
12 JNJ - JOHNSON & JOHNSON COM USD1   2016-01-28 2020-07-13
22 JNJ - JOHNSON & JOHNSON COM USD1   2015-08-25 2020-07-13
57 PFE - PFIZER INC COM   2019-11-15 2020-05-13
47 PFE - PFIZER INC COM   2019-07-09 2020-05-13
179 PFE - PFIZER INC COM   2015-01-23 2020-05-13
11 MCD - MC DONALDS CORP COM   2018-09-25 2020-04-16
17 MCD - MC DONALDS CORP COM   2018-02-13 2020-04-16
16 MCD - MC DONALDS CORP COM   2018-04-05 2020-04-16
34 O - REALTY INCOME CORP COM   2019-02-04 2020-04-06
14 O - REALTY INCOME CORP COM   2016-02-11 2020-04-06
13 MSFT - MICROSOFT CORP COM   2013-07-30 2020-03-24
30 VLO - VALERO ENERGY CORP COM STK NEW   2017-06-12 2020-03-24
27 VLO - VALERO ENERGY CORP COM STK NEW   2017-05-30 2020-03-24
25 MSFT - MICROSOFT CORP COM   2013-07-30 2020-03-19
42 SYY - SYSCO CORP COM   2019-06-06 2020-03-19
13 SYY - SYSCO CORP COM   2019-11-15 2020-03-19
28 SYY - SYSCO CORP COM   2019-08-05 2020-03-19
25 SYY - SYSCO CORP COM   2019-05-29 2020-03-19
11 SPG - SIMON PROPERTY GROUP INC COM   2019-11-15 2020-03-19
8 SPG - SIMON PROPERTY GROUP INC COM   2018-07-26 2020-03-19
38 SPG - SIMON PROPERTY GROUP INC COM   2018-03-14 2020-03-19
16 CCI - CROWN CASTLE INTL CORP NEW COM   2015-12-07 2020-03-17
18 DRI - DARDEN RESTAURANTS INC COM   2019-09-10 2020-03-17
17 DRI - DARDEN RESTAURANTS INC COM   2019-09-23 2020-03-17
4 DRI - DARDEN RESTAURANTS INC COM   2019-11-15 2020-03-17
7 WEC - WEC ENERGY GROUP INC COM   2013-11-18 2020-03-17
12 WEC - WEC ENERGY GROUP INC COM   2013-11-19 2020-03-17
1 SPG - SIMON PROPERTY GROUP INC COM   2018-07-26 2020-03-17
16 SPG - SIMON PROPERTY GROUP INC COM   2019-01-24 2020-03-17
19 SPG - SIMON PROPERTY GROUP INC COM   2018-12-13 2020-03-17
74 LYB - LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2014-01-09 2020-03-17
52 OKE - ONEOK INC COM STK   2019-01-29 2020-03-11
5 OKE - ONEOK INC COM STK   2019-11-15 2020-03-11
21 MSFT - MICROSOFT CORP COM   2013-07-30 2020-03-09
51 XOM - EXXON MOBIL CORP COM   2017-01-20 2020-03-09
51 XOM - EXXON MOBIL CORP COM   2017-01-24 2020-03-09
14 XOM - EXXON MOBIL CORP COM   2019-11-15 2020-03-09
28 ABT - ABBOTT LAB COM   2016-07-07 2020-02-28
40 WMB - WILLIAMS CO INC COM   2019-11-15 2020-02-28
56 WMB - WILLIAMS CO INC COM   2017-06-08 2020-02-28
31 WFC - WELLS FARGO & CO NEW COM STK   2019-04-16 2020-02-28
2 WFC - WELLS FARGO & CO NEW COM STK   2019-03-07 2020-02-28
12 ABT - ABBOTT LAB COM   2016-07-07 2020-02-27
19 WFC - WELLS FARGO & CO NEW COM STK   2019-03-07 2020-02-27
30 WMB - WILLIAMS CO INC COM   2017-05-03 2020-02-27
26 WMB - WILLIAMS CO INC COM   2017-06-08 2020-02-27
3 MSFT - MICROSOFT CORP COM   2013-09-20 2020-02-21
10 MSFT - MICROSOFT CORP COM   2013-07-30 2020-02-21
181 WMB - WILLIAMS CO INC COM   2017-05-03 2020-02-21
13 MSFT - MICROSOFT CORP COM   2013-09-20 2020-02-05
77 PFE - PFIZER INC COM   2015-01-23 2020-02-05
43 WFC - WELLS FARGO & CO NEW COM STK   2019-03-07 2020-01-23
13 WFC - WELLS FARGO & CO NEW COM STK   2019-11-15 2020-01-23
30 JPM - JPMORGAN CHASE & CO COM   2014-11-03 2020-01-08
1 CSCO - CISCO SYSTEMS INC   2013-07-30 2020-01-08
38 CSCO - CISCO SYSTEMS INC   2016-02-17 2020-01-08
16 CRWD - CROWDSTRIKE HLDGS INC CL A CL A   2020-05-06 2020-12-31
26 ADYEY - ADR ADYEN N V ADR   2020-05-04 2020-12-31
15 ADYEY - ADR ADYEN N V ADR   2020-02-04 2020-12-31
5 NFLX - NETFLIX INC COM STK   2019-12-30 2020-12-31
3 TSLA - TESLA INC COM USD0.001   2019-06-07 2020-12-30
22 CHWY - CHEWY INC CLASS A   2020-10-01 2020-12-30
34 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-03-25 2020-12-28
54 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-03-23 2020-12-28
11 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-03-26 2020-12-28
9 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-10-29 2020-12-28
26 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-03-26 2020-12-28
13 NOW - SERVICENOW INC COM USD0.001   2018-10-25 2020-12-28
3 NOW - SERVICENOW INC COM USD0.001   2018-12-10 2020-12-28
4 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-08-20 2020-12-28
12 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-09-19 2020-12-28
2 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-09-27 2020-12-28
3 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-10-15 2020-12-28
6 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-10-16 2020-12-28
7 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2020-10-15 2020-12-28
5 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2020-10-28 2020-12-28
2 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-09-19 2020-12-21
4 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-11-21 2020-12-21
6 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-10-29 2020-12-21
4 TSLA - TESLA INC COM USD0.001   2014-12-12 2020-12-21
2 TSLA - TESLA INC COM USD0.001   2019-06-07 2020-12-21
6 TSLA - TESLA INC COM USD0.001   2014-12-12 2020-12-18
1 TSLA - TESLA INC COM USD0.001   2019-08-09 2020-12-18
1 NVDA - NVIDIA CORP COM   2019-04-03 2020-12-17
4 NVDA - NVIDIA CORP COM   2019-04-24 2020-12-17
4 NVDA - NVIDIA CORP COM   2019-10-16 2020-12-16
1 NVDA - NVIDIA CORP COM   2019-04-24 2020-12-16
2 NVDA - NVIDIA CORP COM   2019-10-15 2020-12-16
18 TSLA - TESLA INC COM USD0.001   2019-08-09 2020-12-15
5 PPRUY - ADR KERING S A ADR   2019-09-18 2020-12-11
18 PPRUY - ADR KERING S A ADR   2019-09-12 2020-12-11
19 PPRUY - ADR KERING S A ADR   2019-09-12 2020-12-11
6 TSLA - TESLA INC COM USD0.001   2019-08-09 2020-12-08
10 PPRUY - ADR KERING S A ADR   2019-09-12 2020-12-08
17 PPRUY - ADR KERING S A ADR   2019-11-27 2020-12-08
10 HUM - HUMANA INC COM   2020-06-26 2020-12-07
2 HUM - HUMANA INC COM   2020-09-17 2020-12-07
5 HD - HOME DEPOT INC COM   2019-08-15 2020-12-04
10 SPLK - SPLUNK INC COMSTK COM USD0.001   2014-03-27 2020-12-04
4 SPLK - SPLUNK INC COMSTK COM USD0.001   2014-01-31 2020-12-04
3 HUM - HUMANA INC COM   2020-09-17 2020-12-01
11 RNG - RINGCENTRAL INC CL A CL A   2020-03-26 2020-11-30
4 RNG - RINGCENTRAL INC CL A CL A   2020-04-20 2020-11-30
29 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-03-20 2020-11-30
17 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-02-26 2020-11-30
10 TSLA - TESLA INC COM USD0.001   2017-05-04 2020-11-30
11 MSFT - MICROSOFT CORP COM   2016-02-01 2020-11-30
9 MSFT - MICROSOFT CORP COM   2019-10-25 2020-11-30
6 MSFT - MICROSOFT CORP COM   2019-11-05 2020-11-30
16 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2019-12-09 2020-11-27
1 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-02-26 2020-11-27
7 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-18 2020-11-25
13 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-01-13 2020-11-25
8 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-05-06 2020-11-25
11 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2019-12-13 2020-11-25
11 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2019-12-09 2020-11-25
15 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-05-05 2020-11-25
8 V - VISA INC COM CL A STK   2016-01-27 2020-11-17
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2015-07-14 2020-11-16
4 DHR - DANAHER CORP COM   2020-04-24 2020-11-16
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2015-07-14 2020-11-16
5 MA - MASTERCARD INC CL A   2013-08-27 2020-11-16
1 RNG - RINGCENTRAL INC CL A CL A   2020-04-20 2020-11-16
4 RNG - RINGCENTRAL INC CL A CL A   2020-05-07 2020-11-16
2 HUM - HUMANA INC COM   2020-09-17 2020-11-16
15 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-18 2020-11-16
20 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-15 2020-11-16
5 GS - GOLDMAN SACHS GROUP INC COM   2020-03-12 2020-10-30
4 GS - GOLDMAN SACHS GROUP INC COM   2020-03-13 2020-10-30
1 RNG - RINGCENTRAL INC CL A CL A   2020-05-07 2020-10-30
3 RNG - RINGCENTRAL INC CL A CL A   2020-05-11 2020-10-30
2 GS - GOLDMAN SACHS GROUP INC COM   2020-03-13 2020-10-29
7 GS - GOLDMAN SACHS GROUP INC COM   2020-05-06 2020-10-29
1 RNG - RINGCENTRAL INC CL A CL A   2020-05-11 2020-10-29
5 RNG - RINGCENTRAL INC CL A CL A   2020-05-12 2020-10-29
9 MA - MASTERCARD INC CL A   2013-08-27 2020-10-29
1 GS - GOLDMAN SACHS GROUP INC COM   2020-05-06 2020-10-28
1 GS - GOLDMAN SACHS GROUP INC COM   2020-01-31 2020-10-28
6 GS - GOLDMAN SACHS GROUP INC COM   2020-05-05 2020-10-28
2 W - WAYFAIR INC CL A CL A   2020-09-11 2020-10-22
5 W - WAYFAIR INC CL A CL A   2020-08-18 2020-10-22
9 W - WAYFAIR INC CL A CL A   2020-07-31 2020-10-22
1 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-04-20 2020-10-15
1 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-04-06 2020-10-15
6 GS - GOLDMAN SACHS GROUP INC COM   2020-01-31 2020-10-15
2 GS - GOLDMAN SACHS GROUP INC COM   2020-02-04 2020-10-15
5 MA - MASTERCARD INC CL A   2013-08-27 2020-10-15
11 AMT - AMERICAN TOWER CORP   2020-03-13 2020-10-08
8 AMT - AMERICAN TOWER CORP   2020-03-19 2020-10-08
26 LLY - ELI LILLY & CO COM   2019-12-09 2020-10-02
4 LLY - ELI LILLY & CO COM   2020-03-24 2020-10-02
2 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-16 2020-10-02
30 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-15 2020-10-02
3 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-16 2020-10-01
28 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2019-08-21 2020-10-01
5 ILMN - ILLUMINA INC COM   2017-03-17 2020-09-17
3 ILMN - ILLUMINA INC COM   2017-02-02 2020-09-17
4 ILMN - ILLUMINA INC COM   2019-04-08 2020-09-17
6 GS - GOLDMAN SACHS GROUP INC COM   2020-02-05 2020-09-17
7 GS - GOLDMAN SACHS GROUP INC COM   2020-01-30 2020-09-17
1 GS - GOLDMAN SACHS GROUP INC COM   2020-02-04 2020-09-17
4 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-05-19 2020-09-15
4 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-04-20 2020-09-15
3 NFLX - NETFLIX INC COM STK   2018-10-29 2020-09-04
10 MA - MASTERCARD INC CL A   2013-08-27 2020-09-04
4 SPGI - S&P GLOBAL INC COM   2018-09-17 2020-09-04
2 SPGI - S&P GLOBAL INC COM   2018-09-19 2020-09-04
3 LULU - LULULEMON ATHLETICA INC COM   2019-01-07 2020-09-04
6 LULU - LULULEMON ATHLETICA INC COM   2019-01-10 2020-09-04
5 SPLK - SPLUNK INC COMSTK COM USD0.001   2014-01-31 2020-09-04
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-02-12 2020-08-26
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-01-03 2020-08-26
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2019-01-03 2020-08-26
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2019-02-12 2020-08-26
11 LLY - ELI LILLY & CO COM   2020-03-24 2020-08-26
8 LLY - ELI LILLY & CO COM   2020-03-03 2020-08-26
2 CRM - SALESFORCE COM INC COM STK   2013-09-20 2020-08-26
3 CRM - SALESFORCE COM INC COM STK   2019-07-25 2020-08-26
10 CRM - SALESFORCE COM INC COM STK   2019-06-10 2020-08-26
21 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2020-03-06 2020-08-20
20 UBER - UBER TECHNOLOGIES INC COM USD0.00001   2019-05-13 2020-08-20
12 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2020-03-06 2020-08-19
7 MA - MASTERCARD INC CL A   2013-08-27 2020-08-19
1 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-11-07 2020-08-18
3 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2020-03-17 2020-08-18
23 UBER - UBER TECHNOLOGIES INC COM USD0.00001   2019-07-22 2020-08-18
19 UBER - UBER TECHNOLOGIES INC COM USD0.00001   2019-05-13 2020-08-18
8 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-02-01 2020-08-12
5 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-11-07 2020-08-12
7 TTD - THE TRADE DESK INC COM CL A COM CL A   2020-06-09 2020-08-11
32 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-04-16 2020-08-07
19 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-05-11 2020-08-07
7 TCEHY - ADR TENCENT HLDGS LTD ADR   2020-03-26 2020-08-07
19 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-02-01 2020-08-07
10 MSFT - MICROSOFT CORP COM   2015-12-22 2020-07-30
8 CRM - SALESFORCE COM INC COM STK   2019-07-26 2020-07-30
4 CRM - SALESFORCE COM INC COM STK   2019-07-25 2020-07-30
7 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2018-12-19 2020-07-30
1 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-08-17 2020-07-30
4 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2019-01-03 2020-07-30
6 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2018-12-17 2020-07-29
14 NKE - NIKE INC CL B   2019-04-24 2020-07-28
1 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-05-19 2020-07-28
3 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-01-08 2020-07-28
1 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-05-01 2020-07-28
4 LULU - LULULEMON ATHLETICA INC COM   2019-03-29 2020-07-15
6 LULU - LULULEMON ATHLETICA INC COM   2019-01-07 2020-07-15
2 BA - BOEING CO COM   2020-04-17 2020-07-14
1 BA - BOEING CO COM   2020-03-25 2020-07-14
11 BA - BOEING CO COM   2020-03-27 2020-07-14
8 BA - BOEING CO COM   2020-03-24 2020-07-14
15 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-07-12 2020-07-10
45 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-16 2020-07-10
2 LLY - ELI LILLY & CO COM   2020-03-13 2020-07-10
8 LLY - ELI LILLY & CO COM   2020-01-09 2020-07-10
3 LLY - ELI LILLY & CO COM   2020-03-03 2020-07-10
7 BA - BOEING CO COM   2014-12-12 2020-07-07
3 BA - BOEING CO COM   2020-03-25 2020-07-07
7 BA - BOEING CO COM   2020-02-11 2020-07-07
24 BSX - BOSTON SCIENTIFIC CORP COM   2020-04-16 2020-06-26
18 BSX - BOSTON SCIENTIFIC CORP COM   2019-12-12 2020-06-26
48 BSX - BOSTON SCIENTIFIC CORP COM   2020-02-28 2020-06-26
7 NKE - NIKE INC CL B   2019-04-24 2020-06-26
6 ADBE - ADOBE SYS INC COM   2014-12-12 2020-06-22
6 MSFT - MICROSOFT CORP COM   2015-12-22 2020-06-19
5 MSFT - MICROSOFT CORP COM   2015-12-02 2020-06-19
11 LLY - ELI LILLY & CO COM   2020-03-19 2020-06-19
1 CMG - CHIPOTLE MEXICAN GRILL INC COM STK   2019-04-30 2020-06-19
6 CRM - SALESFORCE COM INC COM STK   2019-06-10 2020-06-19
5 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-07-12 2020-06-19
11 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-21 2020-06-19
4 BA - BOEING CO COM   2014-12-12 2020-06-15
7 LLY - ELI LILLY & CO COM   2020-01-13 2020-06-09
1 LLY - ELI LILLY & CO COM   2020-01-13 2020-06-09
3 LLY - ELI LILLY & CO COM   2020-03-19 2020-06-09
10 MSFT - MICROSOFT CORP COM   2016-08-24 2020-06-09
2 MSFT - MICROSOFT CORP COM   2015-12-02 2020-06-09
8 CRM - SALESFORCE COM INC COM STK   2013-09-20 2020-06-08
6 CRM - SALESFORCE COM INC COM STK   2019-06-06 2020-06-08
4 NVDA - NVIDIA CORP COM   2019-04-24 2020-06-08
1 NVDA - NVIDIA CORP COM   2018-10-25 2020-06-08
7 MSFT - MICROSOFT CORP COM   2016-08-08 2020-06-08
2 MSFT - MICROSOFT CORP COM   2016-08-24 2020-06-08
6 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-05-20 2020-06-03
3 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-06-06 2020-06-03
5 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-08-15 2020-06-03
3 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-10-18 2020-06-02
3 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-06-07 2020-06-02
3 STZ - CONSTELLATION BRANDS INC CL A CL A   2020-02-19 2020-06-02
7 STZ - CONSTELLATION BRANDS INC CL A CL A   2020-04-14 2020-06-02
5 STZ - CONSTELLATION BRANDS INC CL A CL A   2020-02-20 2020-06-01
3 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-02-07 2020-06-01
2 STZ - CONSTELLATION BRANDS INC CL A CL A   2020-02-19 2020-06-01
3 NVDA - NVIDIA CORP COM   2018-10-25 2020-05-27
6 LLY - ELI LILLY & CO COM   2020-01-13 2020-05-27
6 LLY - ELI LILLY & CO COM   2020-03-17 2020-05-27
9 AMD - ADVANCED MICRO DEVICES INC COM   2020-04-14 2020-05-26
37 AMD - ADVANCED MICRO DEVICES INC COM   2020-03-20 2020-05-26
4 NVDA - NVIDIA CORP COM   2018-10-25 2020-05-26
8 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-05-02 2020-05-22
8 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-05-02 2020-05-22
2 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-02-01 2020-05-22
2 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-06-14 2020-05-22
9 CRM - SALESFORCE COM INC COM STK   2018-10-11 2020-05-15
3 CRM - SALESFORCE COM INC COM STK   2013-09-20 2020-05-15
3 HUM - HUMANA INC COM   2020-03-06 2020-05-11
2 HUM - HUMANA INC COM   2020-03-04 2020-05-11
6 HUM - HUMANA INC COM   2020-03-13 2020-05-11
5 AMT - AMERICAN TOWER CORP   2020-03-13 2020-05-07
8 AMT - AMERICAN TOWER CORP   2020-03-03 2020-05-07
14 PPRUY - ADR KERING S A ADR   2017-10-23 2020-05-07
12 PPRUY - ADR KERING S A ADR   2020-01-14 2020-05-07
1 PPRUY - ADR KERING S A ADR   2017-10-23 2020-05-06
2 PPRUY - ADR KERING S A ADR   2017-10-23 2020-05-06
5 BSX - BOSTON SCIENTIFIC CORP COM   2019-12-12 2020-05-06
19 BSX - BOSTON SCIENTIFIC CORP COM   2019-12-13 2020-05-06
1 NOW - SERVICENOW INC COM USD0.001   2018-12-10 2020-05-06
5 NOW - SERVICENOW INC COM USD0.001   2018-10-19 2020-05-06
27 BSX - BOSTON SCIENTIFIC CORP COM   2019-12-13 2020-05-05
13 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-04-03 2020-05-04
5 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-02-28 2020-05-04
2 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-06-14 2020-05-04
4 AVGO - BROADCOM INC COM   2019-05-15 2020-04-22
2 AVGO - BROADCOM INC COM   2017-01-30 2020-04-22
3 AVGO - BROADCOM INC COM   2019-12-06 2020-04-22
5 AVGO - BROADCOM INC COM   2017-01-26 2020-04-22
1 AMZN - AMAZON COM INC COM   2019-03-19 2020-04-20
6 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2018-12-17 2020-04-16
1 MA - MASTERCARD INC CL A   2015-01-06 2020-04-16
2 MA - MASTERCARD INC CL A   2013-08-27 2020-04-16
3 PYPL - PAYPAL HLDGS INC COM   2019-01-31 2020-04-16
9 PYPL - PAYPAL HLDGS INC COM   2018-12-11 2020-04-16
2 V - VISA INC COM CL A STK   2016-01-27 2020-04-16
4 MA - MASTERCARD INC CL A   2015-01-06 2020-04-15
3 V - VISA INC COM CL A STK   2016-01-27 2020-04-15
2 V - VISA INC COM CL A STK   2016-01-27 2020-04-15
17 ADYEY - ADR ADYEN N V ADR   2020-02-04 2020-04-14
64 ADYEY - ADR ADYEN N V ADR   2020-02-05 2020-04-14
6 WDAY - WORKDAY INC CL A COM USD0.001   2015-02-02 2020-04-03
4 WDAY - WORKDAY INC CL A COM USD0.001   2014-12-12 2020-04-03
7 WDAY - WORKDAY INC CL A COM USD0.001   2019-01-23 2020-04-03
12 QCOM - QUALCOMM INC COM   2019-05-21 2020-04-02
17 QCOM - QUALCOMM INC COM   2019-04-17 2020-04-02
7 QCOM - QUALCOMM INC COM   2019-09-27 2020-04-02
2 TSLA - TESLA INC COM USD0.001   2018-06-04 2020-04-02
1 TSLA - TESLA INC COM USD0.001   2017-05-04 2020-04-02
9 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-02-07 2020-03-27
18 PPRUY - ADR KERING S A ADR   2018-12-17 2020-03-27
13 PPRUY - ADR KERING S A ADR   2017-10-23 2020-03-27
3 PPRUY - ADR KERING S A ADR   2017-10-20 2020-03-27
14 XLNX - XILINX INC COM   2019-11-07 2020-03-25
3 HUM - HUMANA INC COM   2020-03-04 2020-03-24
1 XLNX - XILINX INC COM   2019-11-07 2020-03-24
6 XLNX - XILINX INC COM   2019-05-21 2020-03-24
1 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-10-22 2020-03-24
1 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-08-15 2020-03-24
2 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-09-12 2020-03-24
3 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-10-23 2020-03-24
4 HUM - HUMANA INC COM   2020-03-04 2020-03-23
9 XLNX - XILINX INC COM   2019-05-21 2020-03-23
5 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2020-03-23
1 FLT - FLEETCOR TECHNOLOGIES INC COM   2019-10-22 2020-03-23
13 XLNX - XILINX INC COM   2019-05-17 2020-03-20
3 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2019-02-11 2020-03-20
15 SAFRY - ADR SAFRAN ADR   2018-08-23 2020-03-19
24 SAFRY - ADR SAFRAN ADR   2018-08-22 2020-03-19
5 SAFRY - ADR SAFRAN ADR   2019-04-05 2020-03-19
20 SAFRY - ADR SAFRAN ADR   2019-01-25 2020-03-19
19 PPRUY - ADR KERING S A ADR   2019-02-12 2020-03-19
11 PPRUY - ADR KERING S A ADR   2018-12-17 2020-03-19
3 CMG - CHIPOTLE MEXICAN GRILL INC COM STK   2018-06-08 2020-03-19
1 CMG - CHIPOTLE MEXICAN GRILL INC COM STK   2018-07-27 2020-03-19
2 AVGO - BROADCOM INC COM   2019-02-28 2020-03-19
1 AVGO - BROADCOM INC COM   2017-02-07 2020-03-19
4 AVGO - BROADCOM INC COM   2017-01-27 2020-03-19
4 AVGO - BROADCOM INC COM   2017-02-03 2020-03-19
1 AVGO - BROADCOM INC COM   2017-01-26 2020-03-19
10 SAFRY - ADR SAFRAN ADR   2019-01-29 2020-03-17
26 SAFRY - ADR SAFRAN ADR   2018-09-04 2020-03-17
18 SAFRY - ADR SAFRAN ADR   2019-01-28 2020-03-17
9 SAFRY - ADR SAFRAN ADR   2018-08-23 2020-03-17
5 SQ - SQUARE INC CL A CL A   2019-06-13 2020-03-17
13 SQ - SQUARE INC CL A CL A   2019-06-07 2020-03-17
5 SQ - SQUARE INC CL A CL A   2018-12-21 2020-03-17
5 SQ - SQUARE INC CL A CL A   2019-01-08 2020-03-16
10 SQ - SQUARE INC CL A CL A   2018-12-21 2020-03-16
10 SQ - SQUARE INC CL A CL A   2019-01-23 2020-03-16
15 BA - BOEING CO COM   2014-12-12 2020-03-16
4 SAFRY - ADR SAFRAN ADR   2019-01-29 2020-03-16
2 SAFRY - ADR SAFRAN ADR   2018-08-31 2020-03-16
1 NKE - NIKE INC CL B   2018-12-17 2020-03-16
14 NKE - NIKE INC CL B   2018-02-05 2020-03-16
3 ADDYY - ADIDAS AG   2019-11-07 2020-03-13
9 ADDYY - ADIDAS AG   2019-08-06 2020-03-13
1 ADDYY - ADIDAS AG   2019-09-26 2020-03-13
6 ADDYY - ADIDAS AG   2019-09-27 2020-03-13
22 SAFRY - ADR SAFRAN ADR   2018-08-31 2020-03-13
1 SAFRY - ADR SAFRAN ADR   2018-08-29 2020-03-13
21 SAFRY - ADR SAFRAN ADR   2018-08-29 2020-03-13
9 SAFRY - ADR SAFRAN ADR   2018-09-07 2020-03-13
1 BA - BOEING CO COM   2014-12-12 2020-03-12
10 SAFRY - ADR SAFRAN ADR   2018-09-07 2020-03-12
1 ILMN - ILLUMINA INC COM   2017-03-21 2020-03-12
4 ILMN - ILLUMINA INC COM   2017-02-01 2020-03-12
8 ADDYY - ADIDAS AG   2019-09-27 2020-03-12
2 ADDYY - ADIDAS AG   2019-10-21 2020-03-12
8 ADDYY - ADIDAS AG   2019-09-27 2020-03-12
5 ADDYY - ADIDAS AG   2019-08-01 2020-03-11
5 ADDYY - ADIDAS AG   2019-10-21 2020-03-11
5 BA - BOEING CO COM   2014-12-12 2020-03-11
3 SAFRY - ADR SAFRAN ADR   2018-09-07 2020-03-10
31 SAFRY - ADR SAFRAN ADR   2018-09-06 2020-03-10
19 LVMUY - ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-01-13 2020-03-06
5 JPM - JPMORGAN CHASE & CO COM   2016-11-30 2020-03-06
12 JPM - JPMORGAN CHASE & CO COM   2016-11-28 2020-03-06
10 JPM - JPMORGAN CHASE & CO COM   2016-11-29 2020-03-06
8 EXAS - EXACT SCIENCES CORP COM   2019-05-29 2020-03-06
10 EXAS - EXACT SCIENCES CORP COM   2019-10-11 2020-03-06
2 LVMUY - ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-01-13 2020-03-05
14 LVMUY - ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2020-01-15 2020-03-05
14 EXAS - EXACT SCIENCES CORP COM   2019-07-29 2020-03-04
6 EXAS - EXACT SCIENCES CORP COM   2019-05-29 2020-03-04
8 UNP - UNION PAC CORP COM   2018-10-19 2020-03-04
12 UNP - UNION PAC CORP COM   2018-10-18 2020-03-04
2 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2020-03-04
24 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-03-04 2020-03-03
37 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-04-10 2020-03-03
18 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-10-22 2020-03-03
5 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-04-05 2020-03-03
23 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-03-06 2020-03-03
35 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-02-21 2020-03-02
24 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-10-22 2020-03-02
1 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-02-25 2020-03-02
11 DHR - DANAHER CORP COM   2019-02-28 2020-03-02
34 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-02-27 2020-02-28
22 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-02-25 2020-02-28
4 JPM - JPMORGAN CHASE & CO COM   2016-11-30 2020-02-28
6 JPM - JPMORGAN CHASE & CO COM   2016-12-01 2020-02-28
3 DHR - DANAHER CORP COM   2019-02-28 2020-02-28
8 DHR - DANAHER CORP COM   2019-02-27 2020-02-28
13 EW - EDWARDS LIFESCIENCES CORP COM   2018-10-15 2020-02-28
2 EW - EDWARDS LIFESCIENCES CORP COM   2019-01-03 2020-02-28
1 EW - EDWARDS LIFESCIENCES CORP COM   2018-10-18 2020-02-27
2 EW - EDWARDS LIFESCIENCES CORP COM   2019-01-22 2020-02-27
1 EW - EDWARDS LIFESCIENCES CORP COM   2019-01-03 2020-02-27
11 QCOM - QUALCOMM INC COM   2019-04-17 2020-02-25
14 NKE - NIKE INC CL B   2018-12-17 2020-02-21
4 NKE - NIKE INC CL B   2019-01-23 2020-02-21
7 DHR - DANAHER CORP COM   2019-02-27 2020-02-20
12 MAR - MARRIOTT INTL INC NEW COM STK CL A   2016-01-20 2020-02-20
4 MAR - MARRIOTT INTL INC NEW COM STK CL A   2019-11-07 2020-02-20
4 MAR - MARRIOTT INTL INC NEW COM STK CL A   2015-11-18 2020-02-20
4 MAR - MARRIOTT INTL INC NEW COM STK CL A   2019-11-27 2020-02-20
2 EW - EDWARDS LIFESCIENCES CORP COM   2019-01-23 2020-02-20
5 DHR - DANAHER CORP COM   2019-04-05 2020-02-19
4 DIS - WALT DISNEY CO   2019-05-31 2020-02-14
10 DIS - WALT DISNEY CO   2019-05-30 2020-02-14
6 DIS - WALT DISNEY CO   2019-09-27 2020-02-14
4 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2020-02-14
7 MAR - MARRIOTT INTL INC NEW COM STK CL A   2015-11-17 2020-02-14
3 MAR - MARRIOTT INTL INC NEW COM STK CL A   2015-11-18 2020-02-14
7 QCOM - QUALCOMM INC COM   2019-04-17 2020-02-13
1 DIS - WALT DISNEY CO   2019-05-15 2020-02-12
13 DIS - WALT DISNEY CO   2019-05-31 2020-02-12
4 QCOM - QUALCOMM INC COM   2019-04-17 2020-02-12
4 QCOM - QUALCOMM INC COM   2019-04-18 2020-02-12
12 QCOM - QUALCOMM INC COM   2019-04-18 2020-02-11
2 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-04-26 2020-02-11
1 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-06-14 2020-02-11
8 BABA - ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-06-14 2020-02-11
1 DHR - DANAHER CORP COM   2019-04-05 2020-02-04
3 DHR - DANAHER CORP COM   2019-03-21 2020-02-04
1 TSLA - TESLA INC COM USD0.001   2018-06-04 2020-02-04
3 TSLA - TESLA INC COM USD0.001   2018-11-20 2020-02-04
5 DHR - DANAHER CORP COM   2019-03-21 2020-02-03
2 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2018-10-08 2020-02-03
6 OLED - UNVL DISPLAY CORP COM   2019-07-10 2020-01-31
13 DIS - WALT DISNEY CO   2019-05-15 2020-01-30
16 NKE - NIKE INC CL B   2019-01-23 2020-01-30
8 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-07-13 2020-01-30
15 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-21 2020-01-30
11 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-12 2020-01-30
4 AZN - ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-22 2020-01-30
1 ILMN - ILLUMINA INC COM   2017-03-21 2020-01-30
3 ILMN - ILLUMINA INC COM   2017-03-14 2020-01-30
1 OLED - UNVL DISPLAY CORP COM   2019-07-10 2020-01-30
2 OLED - UNVL DISPLAY CORP COM   2019-07-31 2020-01-30
2 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-08-27 2020-01-30
1 ILMN - ILLUMINA INC COM   2017-03-14 2020-01-28
3 ILMN - ILLUMINA INC COM   2017-02-28 2020-01-28
1 ILMN - ILLUMINA INC COM   2017-04-06 2020-01-28
2 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2019-01-18 2020-01-28
3 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2018-08-17 2020-01-28
22 QCOM - QUALCOMM INC COM   2019-04-18 2020-01-24
14 NVS - ADR NOVARTIS AG   2019-12-09 2020-01-24
6 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2020-01-24
2 NOW - SERVICENOW INC COM USD0.001   2018-10-19 2020-01-23
6 NVS - ADR NOVARTIS AG   2019-12-09 2020-01-23
4 NOW - SERVICENOW INC COM USD0.001   2018-10-19 2020-01-22
3 DIS - WALT DISNEY CO   2019-05-15 2020-01-22
1 DIS - WALT DISNEY CO   2019-05-16 2020-01-22
2 ADBE - ADOBE SYS INC COM   2018-10-25 2020-01-22
4 ADBE - ADOBE SYS INC COM   2014-12-12 2020-01-22
9 DIS - WALT DISNEY CO   2019-05-16 2020-01-15
4 COST - COSTCO WHOLESALE CORP NEW COM   2019-01-04 2020-01-15
4 AAPL - APPLE INC COM STK   2013-08-27 2020-01-15
13 QCOM - QUALCOMM INC COM   2019-04-22 2020-01-13
2 QCOM - QUALCOMM INC COM   2019-04-18 2020-01-13
5 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2020-01-13
2 ILMN - ILLUMINA INC COM   2017-04-06 2020-01-13
6 DIS - WALT DISNEY CO   2019-12-13 2020-01-13
4 DIS - WALT DISNEY CO   2019-06-10 2020-01-13
2 DIS - WALT DISNEY CO   2019-05-16 2020-01-13
6 BA - BOEING CO COM   2014-12-12 2020-01-09
5 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2020-01-07
5 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2020-01-06
SPCL1 - CISCO SYS INC 2.45% DUE 06-15-2020   2015-07-31 2020-06-15
BABA - ADR ALIBABA CRP HLDG LTL   2015-07-31 2020-12-08
(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 4,236   2,596 1,640
b 884   962 -78
c 2,804   2,523 281
d 1,033   630 403
e 2,804   1,762 1,042
412   260 152
206   131 75
3,919   3,454 465
1,473   1,799 -326
609   1,212 -603
1,386   658 728
1,119   669 450
1,353   790 563
1,319   983 336
1,687   1,613 74
2,641   1,670 971
3,084   2,000 1,084
1,414   966 448
1,661   699 962
1,589   1,321 268
807   357 450
1,009   868 141
3,353   1,459 1,894
829   357 472
153   93 60
306   186 120
2,601   1,615 986
210   99 111
70   30 40
1,075   665 410
5,239   4,333 906
1,793   860 933
276   197 79
483   246 237
352   169 183
781   316 465
837   426 411
1,838   1,073 765
1,741   1,227 514
3,192   2,090 1,102
2,103   2,130 -27
1,734   2,049 -315
6,604   5,868 736
1,975   1,819 156
3,053   2,765 288
2,873   2,609 264
1,612   2,310 -698
664   794 -130
1,883   413 1,470
1,075   1,996 -921
967   1,675 -708
3,656   795 2,861
1,579   2,971 -1,392
489   1,057 -568
1,053   1,898 -845
940   1,862 -922
625   1,696 -1,071
454   1,375 -921
2,158   6,016 -3,858
2,358   1,322 1,036
717   2,274 -1,557
677   2,031 -1,354
159   451 -292
714   296 418
1,223   509 714
61   172 -111
982   2,796 -1,814
1,166   3,519 -2,353
2,973   5,946 -2,973
1,876   3,126 -1,250
180   352 -172
3,248   667 2,581
2,173   4,355 -2,182
2,173   4,345 -2,172
597   970 -373
2,126   1,161 965
754   885 -131
1,056   1,582 -526
1,282   1,463 -181
83   99 -16
963   497 466
817   943 -126
572   898 -326
496   735 -239
542   99 443
1,805   318 1,487
3,894   5,415 -1,521
2,337   429 1,908
2,934   2,524 410
2,080   2,133 -53
629   697 -68
4,112   1,825 2,287
47   26 21
1,804   1,005 799
3,377   1,173 2,204
1,200   513 687
692   288 404
2,695   1,636 1,059
2,081   125 1,956
2,027   1,280 747
2,288   1,685 603
3,634   2,526 1,108
740   555 185
610   708 -98
1,762   1,312 450
7,215   2,262 4,953
1,665   548 1,117
867   709 158
2,602   2,198 404
434   339 95
650   528 122
1,301   1,061 240
1,518   2,096 -578
1,084   1,544 -460
517   366 151
1,034   736 298
444   472 -28
2,657   167 2,490
1,329   83 1,246
4,051   250 3,801
675   47 628
529   190 339
2,116   769 1,347
2,120   788 1,332
530   192 338
1,060   391 669
11,314   850 10,464
344   258 86
1,237   948 289
1,306   989 317
3,878   283 3,595
707   527 180
1,202   1,031 171
3,999   3,759 240
800   796 4
1,332   1,000 332
1,610   737 873
644   311 333
1,226   1,193 33
3,252   2,353 899
1,183   995 188
1,534   1,183 351
899   806 93
5,793   590 5,203
2,334   605 1,729
1,910   1,269 641
1,273   867 406
841   767 74
53   47 6
366   251 115
680   646 34
419   435 -16
576   534 42
576   527 49
785   807 -22
1,684   567 1,117
1,775   588 1,187
919   660 259
1,781   560 1,221
1,673   305 1,368
295   249 46
1,180   1,048 132
854   796 58
842   538 304
1,123   726 397
936   786 150
749   664 85
255   262 -7
765   824 -59
378   332 46
1,321   1,241 80
268   275 -7
1,340   1,409 -69
2,627   548 2,079
189   177 12
189   240 -51
1,134   1,086 48
527   502 25
1,318   1,649 -331
2,372   2,372 0
217   117 100
217   115 102
1,255   1,438 -183
418   486 -68
1,678   305 1,373
2,687   2,485 202
1,954   1,737 217
3,759   3,136 623
578   489 89
109   73 36
1,631   1,090 541
164   109 55
1,527   1,277 250
1,492   804 688
895   483 412
1,194   1,282 -88
1,169   1,467 -298
1,364   1,702 -338
195   243 -48
1,065   473 592
1,065   466 599
1,487   858 629
3,296   609 2,687
1,358   852 506
679   426 253
1,060   404 656
2,120   786 1,334
981   389 592
1,643   1,128 515
1,643   1,030 613
1,650   1,022 628
1,650   1,120 530
1,640   1,344 296
1,193   1,043 150
545   106 439
817   477 340
2,723   1,531 1,192
1,582   1,973 -391
609   751 -142
915   1,127 -212
2,320   426 1,894
258   188 70
774   562 212
680   1,003 -323
562   714 -152
2,048   532 1,516
1,280   938 342
3,201   2,585 616
2,141   1,697 444
1,271   1,062 209
468   353 115
4,716   1,263 3,453
2,026   553 1,473
1,524   1,281 243
762   636 126
1,347   919 428
192   101 91
770   504 266
1,147   793 354
1,353   1,238 115
279   118 161
837   466 371
279   121 158
1,225   660 565
1,837   807 1,030
352   302 50
176   167 9
1,938   1,825 113
1,410   962 448
804   550 254
2,411   1,641 770
326   272 54
1,304   1,085 219
489   391 98
1,262   850 412
541   501 40
1,262   2,415 -1,153
800   846 -46
600   806 -206
1,600   1,750 -150
665   619 46
2,605   464 2,141
1,180   332 848
983   278 705
1,755   1,521 234
1,031   683 348
1,130   919 211
264   183 81
581   405 176
751   486 265
1,049   972 77
150   139 11
450   415 35
1,892   579 1,313
378   111 267
1,392   423 969
1,044   949 95
1,400   769 631
350   199 151
1,302   406 896
372   116 256
1,525   1,634 -109
763   743 20
1,271   1,435 -164
517   591 -74
517   567 -50
517   620 -103
1,206   1,182 24
867   1,034 -167
520   523 -3
347   413 -66
1,003   596 407
864   836 28
864   836 28
488   485 3
2,006   1,556 450
1,408   795 613
1,606   612 994
1,606   612 994
402   133 269
402   156 246
1,535   1,263 272
512   159 353
1,135   1,074 61
756   732 24
2,269   1,803 466
1,184   1,130 54
1,894   1,956 -62
674   596 78
578   796 -218
47   43 4
94   85 9
182   224 -42
693   857 -164
374   183 191
1,871   916 955
999   1,218 -219
2,476   2,330 146
952   912 40
381   156 225
1,025   1,223 -198
512   404 108
769   942 -173
1,281   1,016 265
2,406   1,768 638
943   793 150
248   83 165
495   122 373
322   267 55
966   773 193
324   142 182
1,026   333 693
498   216 282
332   142 190
290   326 -36
1,091   1,255 -164
700   483 217
467   330 137
817   1,201 -384
789   935 -146
1,118   1,325 -207
460   544 -84
909   591 318
454   295 159
1,297   1,569 -272
946   821 125
684   554 130
158   128 30
1,076   1,356 -280
715   1,098 -383
75   97 -22
450   633 -183
185   293 -108
185   287 -102
369   580 -211
554   866 -312
867   1,464 -597
662   950 -288
885   689 196
177   293 -116
968   1,381 -413
1,288   1,576 -288
216   475 -259
345   754 -409
72   177 -105
287   631 -344
769   1,012 -243
446   502 -56
1,642   1,376 266
547   468 79
405   548 -143
202   206 -4
809   820 -11
809   820 -11
202   203 -1
186   327 -141
484   835 -351
335   573 -238
168   285 -117
219   359 -140
569   893 -324
219   265 -46
228   312 -84
456   531 -75
456   688 -232
2,062   1,821 241
81   131 -50
41   66 -25
70   71 -1
980   933 47
285   455 -170
854   1,378 -524
95   153 -58
569   933 -364
518   722 -204
24   33 -9
486   699 -213
208   306 -98
164   121 43
235   340 -105
226   164 62
904   644 260
746   1,244 -498
186   316 -130
746   1,249 -503
561   825 -264
561   789 -228
955   607 348
90   102 -12
928   1,056 -128
1,534   1,822 -288
534   399 135
1,281   940 341
1,067   791 276
524   790 -266
654   936 -282
165   192 -27
1,157   1,348 -191
1,027   1,520 -493
440   593 -153
1,270   1,187 83
1,904   1,772 132
530   275 255
734   773 -39
1,132   1,222 -90
551   613 -62
153   167 -14
704   739 -35
1,041   1,110 -69
714   817 -103
30   32 -2
1,615   1,389 226
999   1,101 -102
646   709 -63
454   320 134
681   490 191
427   379 48
1,137   1,016 121
2,606   1,844 762
401   287 114
216   147 69
433   335 98
216   144 72
898   857 41
1,400   993 407
400   322 78
1,115   889 226
1,761   685 1,076
587   533 54
587   286 301
587   566 21
464   336 128
814   656 158
559   531 28
1,397   1,319 78
838   781 57
579   310 269
1,014   509 505
435   214 221
634   545 89
142   134 8
1,840   1,727 113
367   312 55
367   316 51
1,083   950 133
436   157 279
218   78 140
1,744   623 1,121
163   131 32
490   396 94
912   296 616
2,736   1,039 1,697
808   660 148
1,123   1,040 83
1,061   1,166 -105
1,780   1,745 35
1,563   1,288 275
393   296 97
736   553 183
540   416 124
196   148 48
297   164 133
891   495 396
182   194 -12
365   434 -69
419   80 339
315   165 150
944   505 439
315   171 144
1,142   1,079 63
1,713   1,563 150
1,968   1,741 227
1,314   1,298 16
842   465 377
626   366 260
568   556 12
1,252   733 519
433   403 30
144   136 8
702   500 202
1,403   309 1,094
1,306   1,223 83
1,202   826 376
1,257   280 977
1,183   1,064 119
182   158 24
1,498   689 809
647   342 305
864   886 -22
576   549 27
288   272 16
2,017   728 1,289
1,459   689 770
1,439   689 750
50,000   50,598 -598
      0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,640
b       -78
c       281
d       403
e       1,042
      152
      75
      465
      -326
      -603
      728
      450
      563
      336
      74
      971
      1,084
      448
      962
      268
      450
      141
      1,894
      472
      60
      120
      986
      111
      40
      410
      906
      933
      79
      237
      183
      465
      411
      765
      514
      1,102
      -27
      -315
      736
      156
      288
      264
      -698
      -130
      1,470
      -921
      -708
      2,861
      -1,392
      -568
      -845
      -922
      -1,071
      -921
      -3,858
      1,036
      -1,557
      -1,354
      -292
      418
      714
      -111
      -1,814
      -2,353
      -2,973
      -1,250
      -172
      2,581
      -2,182
      -2,172
      -373
      965
      -131
      -526
      -181
      -16
      466
      -126
      -326
      -239
      443
      1,487
      -1,521
      1,908
      410
      -53
      -68
      2,287
      21
      799
      2,204
      687
      404
      1,059
      1,956
      747
      603
      1,108
      185
      -98
      450
      4,953
      1,117
      158
      404
      95
      122
      240
      -578
      -460
      151
      298
      -28
      2,490
      1,246
      3,801
      628
      339
      1,347
      1,332
      338
      669
      10,464
      86
      289
      317
      3,595
      180
      171
      240
      4
      332
      873
      333
      33
      899
      188
      351
      93
      5,203
      1,729
      641
      406
      74
      6
      115
      34
      -16
      42
      49
      -22
      1,117
      1,187
      259
      1,221
      1,368
      46
      132
      58
      304
      397
      150
      85
      -7
      -59
      46
      80
      -7
      -69
      2,079
      12
      -51
      48
      25
      -331
      0
      100
      102
      -183
      -68
      1,373
      202
      217
      623
      89
      36
      541
      55
      250
      688
      412
      -88
      -298
      -338
      -48
      592
      599
      629
      2,687
      506
      253
      656
      1,334
      592
      515
      613
      628
      530
      296
      150
      439
      340
      1,192
      -391
      -142
      -212
      1,894
      70
      212
      -323
      -152
      1,516
      342
      616
      444
      209
      115
      3,453
      1,473
      243
      126
      428
      91
      266
      354
      115
      161
      371
      158
      565
      1,030
      50
      9
      113
      448
      254
      770
      54
      219
      98
      412
      40
      -1,153
      -46
      -206
      -150
      46
      2,141
      848
      705
      234
      348
      211
      81
      176
      265
      77
      11
      35
      1,313
      267
      969
      95
      631
      151
      896
      256
      -109
      20
      -164
      -74
      -50
      -103
      24
      -167
      -3
      -66
      407
      28
      28
      3
      450
      613
      994
      994
      269
      246
      272
      353
      61
      24
      466
      54
      -62
      78
      -218
      4
      9
      -42
      -164
      191
      955
      -219
      146
      40
      225
      -198
      108
      -173
      265
      638
      150
      165
      373
      55
      193
      182
      693
      282
      190
      -36
      -164
      217
      137
      -384
      -146
      -207
      -84
      318
      159
      -272
      125
      130
      30
      -280
      -383
      -22
      -183
      -108
      -102
      -211
      -312
      -597
      -288
      196
      -116
      -413
      -288
      -259
      -409
      -105
      -344
      -243
      -56
      266
      79
      -143
      -4
      -11
      -11
      -1
      -141
      -351
      -238
      -117
      -140
      -324
      -46
      -84
      -75
      -232
      241
      -50
      -25
      -1
      47
      -170
      -524
      -58
      -364
      -204
      -9
      -213
      -98
      43
      -105
      62
      260
      -498
      -130
      -503
      -264
      -228
      348
      -12
      -128
      -288
      135
      341
      276
      -266
      -282
      -27
      -191
      -493
      -153
      83
      132
      255
      -39
      -90
      -62
      -14
      -35
      -69
      -103
      -2
      226
      -102
      -63
      134
      191
      48
      121
      762
      114
      69
      98
      72
      41
      407
      78
      226
      1,076
      54
      301
      21
      128
      158
      28
      78
      57
      269
      505
      221
      89
      8
      113
      55
      51
      133
      279
      140
      1,121
      32
      94
      616
      1,697
      148
      83
      -105
      35
      275
      97
      183
      124
      48
      133
      396
      -12
      -69
      339
      150
      439
      144
      63
      150
      227
      16
      377
      260
      12
      519
      30
      8
      202
      1,094
      83
      376
      977
      119
      24
      809
      305
      -22
      27
      16
      1,289
      770
      750
      -598
      0
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 2 127,765
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 2,308
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 2,308
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 2,308
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,132
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,700
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,832
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 3,524
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,524 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)
    bulletFL
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletJOHN J TAYLOR III Telephone no.bullet (561) 354-2900

    Located atbullet655 N A1AJUPITERFL ZIP+4bullet33477
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN J TAYLOR III TRUSTEE
    0.00     		0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    EDUARDA M TAYLOR TRUSTEE
    0.00     		0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    STUART M CABLE TRUSTEE
    0.00     		0 0 0
    293 FULLER STREET
    WEST NEWTON,MA02165
    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 NONE 0
    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 N/A 0
    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
    2,632,959
    b
    Average of monthly cash balances.......................
    1b
    223,533
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,856,492
    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
    2,856,492
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    42,847
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,813,645
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    140,682
    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
    140,682
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,308
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,308
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    138,374
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    138,374
    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
    138,374
    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
    314,942
    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
    314,942
    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
    314,942
    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 7 138,374
    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...... 73,218
    b From 2016...... 30,710
    c From 2017...... 2,500
    d From 2018...... 65,263
    e From 2019...... 203,830
    fTotal of lines 3a through e........ 375,521
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 314,942
    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..... 138,374
    e Remaining amount distributed out of corpus 176,568
    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 5 552,089
    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) ...     		73,218
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		478,871
    10 Analysis of line 9:
    a Excess from 2016.... 30,710
    b Excess from 2017.... 2,500
    c Excess from 2018.... 65,263
    d Excess from 2019.... 203,830
    e Excess from 2020.... 176,568
    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
    BOSTON COLLEGE FLYNN FUND
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467     		N/A PUBLIC CHARITY EDUCATION 10,000
    BOYS & GIRLS CLUBS OF PALM BEACH CTY
    800 NORTHPOINT PARKWAY SUITE 204
    WEST PALM BEACH,FL33407     		N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 65,852
    HEARING OVARIAN CANCER
    360 CYPRESS DRIVE 4
    JUPITER,FL33469     		N/A PUBLIC CHARITY CANCER RESEARCH 14,200
    JUPITER MEDICAL CENTER FOUNDATION
    1210 SOUTH OLD DIXIE HIGHWAY
    JUPITER,FL33458     		N/A PUBLIC CHARITY MEDICAL RESEARCH 50,000
    NAPLES CHILDREN & EDUCATION FOUNDATION
    999 VANDERBILT BEACH RD STE 300
    NAPLES,FL34108     		N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 50,000
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840     		N/A PUBLIC CHARITY HEALTH ISSUES 15,000
    PALM BEACH COUNTY CLUB FOUNDATION
    760 N OCEAN BLVD
    PALM BEACH,FL33480     		N/A PRIVATE OPERATING FO PROVIDE FINANCIAL ASSISTANCE TO PBC CHARITIES & INDIVIDUALS 2,500
    SAIL NEWPORT
    60 FORT ADAMS DR
    NEWPORT,RI02840     		N/A PUBLIC CHARITY EDUCATION 15,000
    SAIL TO PREVAIL
    PO BOX 1264
    NEWPORT,RI02840     		N/A PUBLIC CHARITY EDUCATION 15,000
    THE PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 15,000
    TOWN OF PALM BEACH UNITED WAY
    44 COCOANUT ROW M201
    PALM BEACH,FL33480     		N/A PUBLIC CHARITY ENSURE ACCESS TO PBC RESIDENTS TO QUALITY EDUCATION, STABILITY AND MEDICAL CARE 15,000
    YELLOWSTONE COMMUNITY FOUNDATION
    1111 RESEARCH DR
    BOZEMAN,MT59718     		N/A PRIVATE OPERATING FO PRIVATE OPERATING FOUNDATION 10,000
    KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		N/A PUBLIC CHARITY PERFORMING ARTS 3,300
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494     		N/A PUBLIC CHARITY MEDICAL RESEARCH AND TREATMENT 5,000
    US SAILING
    1 ROGER WILLIAMS WAY
    BRISTOL,RI02809     		N/A PUBLIC CHARITY EDUCATION 1,000
    PALM BEACH ZOO & CONSERVATION SOCIETY
    1301 SUMMIT BLVD
    WEST PALM BEACH,FL33405     		N/A PUBLIC CHARITY EDUCATION 10,000
    ART INTERNATIONAL
    1511 NORTH WESTSHORE BLVD
    TAMPA,FL33607     		N/A PUBLIC CHARITY MEDICAL TREATMENT FOR PTSD 10,000
    SALVE REGINIA UNIVERSITY
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		N/A PUBLIC CHARITY EDUCATION 1,000
    ST JUDE CHILDREN RESEARCH HOSPITAL
    501 ST JUDE PLANCE
    MEMPHIS,TN38105     		N/A PUBLIC CHARITY MEDICAL RESEARCH AND TREATMENT 5,000
    OXBRIDGE ACADEMY
    3151 NORTH MILITARY TRAIL
    WEST PALM BEACH,FL33409     		N/A PUBLIC CHARITY EDIUCATION 1,490
    OTHER CHARITIES
    655 A1A
    JUPITER,FL33477     		N/A PUBLIC CHARITY VARIOUS 600
    Total .................................bullet 3a 314,942
    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 21,530  
    4 Dividends and interest from securities....     14 39,519  
    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.....     14 864  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 127,765  
    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).. 0 189,678 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    189,678
    (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.)
    7 N/A
    8 N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE JOHN J AND LILLIAN M TAYLOR
    FOUNDATION
    Employer identification number

    04-6816680
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE JOHN J AND LILLIAN M TAYLOR
    FOUNDATION         		Employer identification number
    04-6816680
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JJ TAYLOR COMPANIES INC
     
    655 N A1A
     
    JUPITER, FL33477

    		$ 300,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE JOHN J AND LILLIAN M TAYLOR
    FOUNDATION         		Employer identification number

    04-6816680
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE JOHN J AND LILLIAN M TAYLOR
    FOUNDATION         		Employer identification number

    04-6816680
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 1,400 0   0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBV - ABBVIE INC COM USD0.01 FMV 18,568 23,894
    ABT - ABBOTT LAB COM FMV 8,060 18,394
    ADP - AUTOMATIC DATA PROCESSING INC COM FMV 16,041 21,144
    AMGN - AMGEN INC COM FMV 7,225 9,427
    AMT - AMERICAN TOWER CORP FMV 5,020 5,163
    APD - AIR PROD & CHEM INC COM FMV 15,296 27,049
    AVGO - BROADCOM INC COM FMV 17,266 26,271
    BLK - BLACKROCK INC COM STK FMV 13,948 28,862
    CCI - CROWN CASTLE INTL CORP NEW COM FMV 13,296 24,197
    CMCSA - COMCAST CORP NEW-CL A FMV 10,276 13,938
    CSCO - CISCO SYSTEMS INC FMV 13,573 22,062
    CVX - CHEVRON CORP COM FMV 20,364 15,117
    ES - EVERSOURCE ENERGY COM FMV 3,059 3,547
    ETN - EATON CORP PLC COM USD0.50 FMV 8,130 9,851
    HD - HOME DEPOT INC COM FMV 16,169 32,671
    HON - HONEYWELL INTL INC COM STK FMV 9,617 17,654
    ITW - ILL TOOL WKS INC COM FMV 8,573 13,864
    JNJ - JOHNSON & JOHNSON COM USD1 FMV 3,062 5,351
    JPM - JPMORGAN CHASE & CO COM FMV 17,380 31,640
    KO - COCA COLA CO COM FMV 7,644 8,336
    LLY - ELI LILLY & CO COM FMV 11,112 16,884
    LMT - LOCKHEED MARTIN CORP COM FMV 11,586 24,494
    LYB - LYONDELLBASELL IND N V COM USD0.01 CL 'A' FMV 2,715 3,025
    MCD - MC DONALDS CORP COM FMV 15,361 19,956
    MDLZ - MONDELEZ INTL INC COM FMV 20,684 23,739
    MDT - MEDTRONIC PLC COMMON STOCK STOCK FMV 14,482 20,148
    MMC - MARSH & MCLENNAN CO'S INC COM FMV 12,315 17,667
    MRK - MERCK & CO INC NEW COM FMV 27,969 28,875
    MSFT - MICROSOFT CORP COM FMV 7,898 31,361
    NEE - NEXTERA ENERGY INC COM FMV 15,814 44,747
    O - REALTY INCOME CORP COM FMV 7,404 7,647
    PAYX - PAYCHEX INC COM FMV 10,620 20,872
    PEP - PEPSICO INC COM FMV 20,337 29,957
    PG - PROCTER & GAMBLE COM NPV FMV 12,084 13,914
    PLD - PROLOGIS INC COM FMV 13,171 14,849
    PNC - PNC FINANCIAL SERVICES GROUP COM STK FMV 17,021 17,433
    PSX - PHILLIPS 66 COM FMV 9,532 6,295
    QCOM - QUALCOMM INC COM FMV 19,326 24,222
    SBUX - STARBUCKS CORP COM FMV 12,974 25,033
    SRE - SEMPRA ENERGY INC COM STK FMV 15,158 16,436
    TFC - TRUIST FINL CORP COM FMV 19,720 23,677
    TXN - TEXAS INSTRUMENTS INC COM FMV 15,399 36,765
    UPS - UNITED PARCEL SVC INC CL B FMV 4,380 4,378
    USB - US BANCORP FMV 14,381 12,579
    VZ - VERIZON COMMUNICATIONS COM FMV 14,687 16,098
    WEC - WEC ENERGY GROUP INC COM FMV 8,953 17,026
    ANHEUSER-BUSCH INBEV FIN INC 3.65% DUE 02-01-2026/01-25-2016 REG - 035242AP FMV 49,155 56,636
    APPLE INC 2.85% DUE 05-06-2021 REG - 037833AR1 FMV 50,805 50,406
    GLAXOSMITHKLINE CAP INC 3.625% DUE 05-15-2025 REG - 377372AM9 FMV 50,759 56,138
    HOME DEPOT INC 3.25% DUE 03-01-2022 REG - 437076BV3 FMV 50,640 51,714
    IGF - MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD FMV 20,980 21,855
    IGSB - MFC ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF FMV 190,193 198,612
    IJH - MFC ISHARES CORE S&P MID-CAP ETF FMV 64,002 120,661
    IJR - MFC ISHARES TR CORE S&P SMALL-CAP ETF FMV 51,143 98,333
    JPMORGAN CHASE & CO 2.776% 04-25-2023 - 46647PAE6 FMV 50,269 51,617
    LILLY ELI & CO 2.75% DUE 06-01-2025 REG - 532457BH0 FMV 50,493 54,421
    MICROSOFT CORP 3.3% DUE 02-06-2027/02-06-2017 REG - 594918BY9 FMV 49,697 57,053
    MITSUBISHI UFJ FINL GROUP INC 3.961% DUE03-02-2028 - 606822AV6 FMV 50,315 58,842
    MTN1 - DEERE JOHN CAP CORP MEDIUM TERM NTS-BOOKENTRY TRANCHE # TR 00426 2.6 FMV 50,267 53,705
    MTN1 - ROYAL BK CDA GLOBAL MEDIUM TERM 3.2% 04-30-2021 FMV 50,173 50,479
    MTN1 - WELLS FARGO & CO MEDIUM TERM SR NTS BOOKENTRY TRANCHE # SR 00770 2.6 FMV 50,070 51,756
    PHIYX - MFO PIMCO FDS PAC INVT MGMT SER HIGH YIELD FD INSTL CL FMV 120,000 126,845
    PNC FINL SVCS GROUP INC 3.5% DUE 01-23-2024/12-24-2023 REG - 693475AV7 FMV 50,196 54,493
    SPY - MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P FMV 45,432 100,948
    TOYOTA MTR CORP 3.669% DUE 07-20-2028 REG - 892331AD1 FMV 50,717 58,857
    VEU - MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US FMV 43,250 58,360
    AAPL - APPLE INC COM STK FMV 25,087 70,591
    ABNB - AIRBNB INC CL A COM USD0.0001 CL A FMV 2,060 1,908
    ADBE - ADOBE SYS INC COM FMV 6,930 26,006
    ADYEY - ADYEN N V ADR FMV 9,447 23,803
    AMZN - AMAZON COM INC COM FMV 26,992 78,166
    CHWY - CHEWY INC CLASS A FMV 6,828 11,865
    CMG - CHIPOTLE MEXICAN GRILL INC COM STK FMV 7,562 15,254
    COST - COSTCO WHOLESALE CORP NEW COM FMV 5,297 14,318
    COUP - COUPA SOFTWARE INC COM FMV 4,911 10,845
    CRM - SALESFORCE COM INC COM STK FMV 3,966 20,473
    CRWD - CROWDSTRIKE HLDGS INC CL A CL A FMV 3,720 12,074
    CVNA - CARVANA CO CL A CL A FMV 7,435 11,737
    DHR - DANAHER CORP COM FMV 3,054 4,221
    DXCM - DEXCOM INC COM FMV 3,931 8,873
    EL - ESTEE LAUDER COMPANIES INC CL A USD0.01 FMV 9,825 15,173
    FB - FACEBOOK INC COM USD0.000006 CL 'A' FMV 23,859 42,886
    FTCH - FARFETCH LTD COM USD0.04 CLASS A FMV 3,068 3,063
    GH - GUARDANT HEALTH INC COM FMV 1,943 3,609
    GOOG - ALPHABET INC CAP STK USD0.001 CL C FMV 4,923 17,519
    GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A FMV 4,893 17,526
    HD - HOME DEPOT INC COM FMV 6,847 11,422
    ISRG - INTUITIVE SURGICAL INC COM NEW STK FMV 4,089 6,545
    LULU - LULULEMON ATHLETICA INC COM FMV 6,858 16,705
    LVMUY - LVMH MOET HENNESSY LOUIS VUITTON ADR FMV 13,006 14,718
    MA - MASTERCARD INC CL A FMV 3,263 17,490
    MSFT - MICROSOFT CORP COM FMV 9,005 34,475
    MTCH - MATCH GROUP INC NEW COM FMV 17,826 23,888
    NFLX - NETFLIX INC COM STK FMV 6,656 30,822
    NKE - NIKE INC CL B FMV 13,703 19,806
    NVDA - NVIDIA CORP COM FMV 10,009 29,243
    PPRUY - KERING S A ADR FMV 6,621 7,970
    PTON - PELOTON INTERACTIVE INC FMV 4,696 8,345
    PYPL - PAYPAL HLDGS INC COM FMV 16,023 28,104
    SAFRY - SAFRAN ADR FMV 10,296 9,893
    SHOP - SHOPIFY INC CL A SHOPIFY INC FMV 18,116 35,090
    SNOW - SNOWFLAKE INC CL A CL A FMV 8,046 6,472
    SPGI - S&P GLOBAL INC COM FMV 5,331 8,218
    SPLK - SPLUNK INC COMSTK COM USD0.001 FMV 3,485 7,985
    SPOT - SPOTIFY TECHNOLOGY S A COM EUR0.025 FMV 11,470 14,160
    SQ - SQUARE INC CL A CL A FMV 16,722 18,935
    SRPT - SAREPTA THERAPEUTICS INC COM FMV 2,792 3,069
    TDOC - TELADOC HEALTH INC FMV 8,534 8,398
    TEAM - ATLASSIAN CORPORATION PLC COM USD0.1 CL A FMV 8,253 11,694
    TGT - TARGET CORP COM STK FMV 2,981 3,001
    TJX - TJX COS INC COM NEW FMV 9,646 9,970
    TSLA - TESLA INC COM USD0.001 FMV 5,799 63,510
    TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 FMV 10,948 12,540
    TTD - THE TRADE DESK INC COM CL A COM CL A FMV 4,167 11,214
    TWLO - TWILIO INC CL A CL A FMV 9,370 20,987
    UBER - UBER TECHNOLOGIES INC COM USD0.00001 FMV 13,298 18,258
    UNP - UNION PAC CORP COM FMV 8,645 10,203
    V - VISA INC COM CL A STK FMV 13,473 28,435
    VRTX - VERTEX PHARMACEUTICALS INC COM FMV 6,216 8,036
    WDAY - WORKDAY INC CL A COM USD0.001 FMV 4,543 9,345
    ZM - ZOOM VIDEO COMMUNICATIONS INC CL A CL A FMV 5,260 3,373

    TY 2020 OtherAssetsSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM TRUSTEE 9,381 5,169  


    TY 2020 OtherExpensesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NORTHERN TRUST FEES 20,520 20,520   0
    OFFICE SUPPLIES 196 0   0
    INVESTMENT RECONCILIATION 3,112 3,112   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NODIVIDEND DISTRIBUTIONS 382 382 382
    CAPITAL GAIN DISTRIBUTIONS 482 482 482


    TY 2020 SubstantialContributorsSch
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Name Address
    JJ TAYLOR COMPANIES INC
          		655 N A1A
    JUPITER,FL33477


    TY 2020 TaxesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR
     
    FOUNDATION
    EIN:
    04-6816680
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN 213 0   0
    FEDERAL TAXES 3,000 0   0