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
H ENGLISH AND ERMINE CARTER ROBINSON
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

58-1981556
B Telephone number (see instructions)

(888) 730-4933
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$4,865,166J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 62,226 55,811  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,185
b Gross sales price for all assets on line 6a 690,274
7 Capital gain net income (from Part IV, line 2)... 109,185
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 280 280  
12 Total. Add lines 1 through 11........ 171,691 165,276  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,581 41,686   13,895
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,067 0 0 1,067
c Other professional fees (attach schedule).... Click to see attachment 8,492 4,056   4,436
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,340 1,595   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 36 36    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,516 47,373 0 19,398
25 Contributions, gifts, grants paid....... 142,500 142,500
26 Total expenses and disbursements. Add lines 24 and 25 212,016 47,373 0 161,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,325
b Net investment income (if negative, enter -0-) 117,903
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   67 67
2 Savings and temporary cash investments......... 133,014 255,500 255,500
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment1,446,569 2,196,606
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).......... 3,517,412 Click to see attachment1,910,328 2,412,993
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,650,426 3,612,464 4,865,166
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,650,426 3,612,464
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,650,426 3,612,464
30 Total liabilities and net assets/fund balances (see instructions). 3,650,426 3,612,464
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
3,650,426
2
Enter amount from Part I, line 27a .....................
2
-40,325
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,874
4
Add lines 1, 2, and 3 ..........................
4
3,614,975
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,511
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,612,464
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 11. BOEING CO   2018-11-20 2020-01-16
b 6. BOEING CO   2019-08-30 2020-01-16
c 28. MICROSOFT CORP   2018-11-20 2020-01-16
d 67. ZOETIS INC   2017-11-08 2020-02-03
e 14. BECTON DICKINSON & CO   2018-11-20 2020-02-24
2. BOOKING HOLDINGS INC   2018-11-20 2020-02-24
18. ARTISAN PARTNERS ASSET MANAGEM   2018-11-20 2020-02-25
13. ASPEN TECHNOLOGY INC COM   2018-11-20 2020-02-25
1. ATRION CORP   2019-03-05 2020-02-25
24. AUTOHOME INC-ADR   2018-11-20 2020-02-25
17. CDW CORP/DE   2018-11-20 2020-02-25
17. DRIL-QUIP INC COM   2018-11-20 2020-02-25
4. FACTSET RESH SYS INC COM   2018-11-20 2020-02-25
32. FIRST HAWAIIAN INC   2020-01-29 2020-02-25
25. GRACO INC   2018-11-20 2020-02-25
5. HENRY JACK & ASSOC INC COM   2018-11-20 2020-02-25
4. MARKETAXESS HLDGS INC   2018-11-20 2020-02-25
22. MOELIS & CO   2018-11-20 2020-02-25
9. OLD DOMINION FREIGHT LINES INC   2018-11-20 2020-02-25
6. POOL CORPORATION   2018-11-20 2020-02-25
10. PRICESMART INC   2018-11-20 2020-02-25
14. PRIMERICA INC   2018-11-20 2020-02-25
952.381 PRINCIPAL PREFERRED SEC-R6 #8200   2017-09-13 2020-02-25
958.466 PRINCIPAL MIDCAP FUND-R6 #4268   2019-03-22 2020-02-25
5. RBC BEARINGS INC   2018-11-20 2020-02-25
105. RIGHTMOVE PLC-UNSP ADR   2018-11-20 2020-02-25
14. SIMPSON MFG INC COM   2019-09-18 2020-02-25
7. TELEDYNE TECHNOLOGIES INC   2018-11-20 2020-02-25
16. TORO CO   2019-08-13 2020-02-25
3361.345 VANGUARD HIGH YIELD CORP-ADM 529   2017-04-11 2020-02-25
10. WABCO HOLDINGS INC   2018-11-20 2020-02-25
3867.041 FIDELITY NEW MRKTS INC-Z #3323   2017-05-18 2020-03-02
46. HOME DEPOT INC   2017-11-08 2020-03-03
7. HOME DEPOT INC   2019-03-26 2020-03-03
11. MICROSOFT CORP   2018-11-09 2020-03-03
6. THERMO FISHER SCIENTIFIC INC   2018-11-09 2020-03-03
62. EATON CORP PLC   2017-11-08 2020-03-03
37. CORE LABORATORIES N V COM   2018-11-20 2020-03-11
62. WABCO HOLDINGS INC   2018-11-20 2020-03-13
1.99992 BROADCOM INC   2018-11-20 2020-03-16
11.00008 BROADCOM INC   2018-11-20 2020-03-16
30. CVS HEALTH CORPORATION   2016-05-23 2020-03-16
23. CITIGROUP INC.   2019-07-30 2020-03-16
11. ELI LILLY & CO COM   2018-11-09 2020-03-16
8. MICROSOFT CORP   2018-11-09 2020-03-16
9. UNION PACIFIC CORP   2018-11-09 2020-03-16
16. EATON CORP PLC   2019-03-26 2020-03-16
68. EATON CORP PLC   2017-11-08 2020-03-16
2.99999 BOEING CO   2018-11-20 2020-03-26
11.00001 BOEING CO   2018-11-20 2020-03-26
15. DOLLAR GENERAL CORP   2019-04-25 2020-03-26
1. DOLLAR GENERAL CORP   2018-11-20 2020-03-26
2. ROSS STORES INC   2019-03-26 2020-03-26
24. ROSS STORES INC   2018-11-20 2020-03-26
7. MICROSOFT CORP   2019-03-26 2020-04-01
33. MONDELEZ INTERNATIONAL INC   2018-11-09 2020-04-01
69. PNC FINANCIAL SERVICES GROUP   2017-11-08 2020-04-01
9374.004 PARTNERS GROUP PRIVATE EQTY FD CL I   2011-07-26 2020-04-01
92. SUNCOR ENERGY INC NEW F   2017-11-08 2020-04-01
22. UNILEVER N.V. - ADR   2020-02-03 2020-04-01
25. EOG RESOURCES, INC   2019-06-11 2020-04-23
92. EOG RESOURCES, INC   2018-04-09 2020-04-23
16. ELECTRONIC ARTS INC   2019-02-14 2020-04-23
5. THERMO FISHER SCIENTIFIC INC   2018-11-09 2020-04-23
20. WABCO HOLDINGS INC   2018-11-20 2020-04-23
34. WABCO HOLDINGS INC   2018-11-20 2020-04-24
.41 RAYTHEON TECHNOLOGIES CORP   2019-10-16 2020-04-29
1. ALPHABET INC CL C   2020-04-23 2020-05-06
49. CVS HEALTH CORPORATION   2016-05-23 2020-05-06
16. GILEAD SCIENCES INC   2017-11-08 2020-05-06
7. MICROSOFT CORP   2019-03-26 2020-05-06
34. MONDELEZ INTERNATIONAL INC   2018-11-09 2020-05-06
10. MARKETAXESS HLDGS INC   2018-11-20 2020-05-20
11. MARKETAXESS HLDGS INC   2018-11-20 2020-05-21
51. OLD DOMINION FREIGHT LINES INC   2018-11-20 2020-05-21
41. OLD DOMINION FREIGHT LINES INC   2018-11-20 2020-05-22
3. ELECTRONIC ARTS INC   2019-11-06 2020-05-28
11. ELECTRONIC ARTS INC   2019-02-14 2020-05-28
36. TJX COMPANIES INC   2020-03-03 2020-05-28
125. TJX COMPANIES INC   2017-11-08 2020-05-28
5586.592 MAINSTAY MACKAY CONVERT-I 2584   2018-07-09 2020-06-10
116. TD AMERITRADE HLDG CORP   2018-11-20 2020-06-22
8278.831 PARTNERS GROUP PRIVATE EQTY FD CL I   2011-07-26 2020-07-01
28. CVS HEALTH CORPORATION   2016-05-23 2020-07-17
42. COGNIZANT TECH SOLUTIONS CRP COM   2017-11-08 2020-07-17
72. HAIN CELESTIAL GROUP INC   2017-11-08 2020-07-17
46. BOEING CO   2018-11-20 2020-07-20
38. ALEXION PHARMACEUTICALS INC   2018-11-20 2020-07-27
16. AMERICAN TOWER CORP   2018-11-20 2020-07-31
58. OLD DOMINION FREIGHT LINES INC   2018-11-20 2020-08-18
3. BLACKROCK INC   2017-11-08 2020-08-25
50. HAIN CELESTIAL GROUP INC   2017-11-08 2020-08-25
45. TORONTO DOMINION BK ONT COM NEW   2019-09-10 2020-08-25
15. UNITED PARCEL SERVICE-CL B   2017-11-08 2020-08-25
12. OLD DOMINION FREIGHT LINES INC   2018-11-20 2020-09-02
43. APPLE INC   2018-11-09 2020-09-14
22. NIKE INC CL B   2018-11-09 2020-09-14
12. UNITED PARCEL SERVICE-CL B   2017-11-08 2020-09-14
20. TE CONNECTIVITY LTD   2017-11-08 2020-09-14
5. MARKETAXESS HLDGS INC   2018-11-20 2020-09-15
17. MARKETAXESS HLDGS INC   2018-11-20 2020-09-16
27. VONTIER CORP   2018-11-20 2020-10-15
31. APPLE INC   2018-11-09 2020-10-20
37. AT & T INC   2019-11-06 2020-10-26
32. AT & T INC   2019-10-16 2020-10-26
41. CME GROUP INC   2017-11-08 2020-10-26
14. NIKE INC CL B   2018-11-09 2020-10-26
11. UNITED PARCEL SERVICE-CL B   2017-11-08 2020-10-26
415. FLEXTRONICS INTL LTD   2018-03-07 2020-10-26
53. AT & T INC   2018-02-13 2020-11-03
3. BOEING CO   2019-11-06 2020-11-03
6. BOEING CO   2019-02-14 2020-11-03
121. SPIRIT AEROSYTSEMS HOLD-CL A   2017-11-08 2020-11-03
3. THERMO FISHER SCIENTIFIC INC   2018-11-09 2020-11-03
.2 VONTIER CORP   2019-03-26 2020-11-12
13. ANTHEM INC   2018-11-20 2020-11-25
20. STRYKER CORP   2018-11-20 2020-11-25
22. WORKDAY INC   2019-10-02 2020-11-25
18. WILLIS TOWERS WATSON PUB LTDCO   2018-11-20 2020-11-25
74. CDW CORP/DE   2018-11-20 2020-12-04
27. CDW CORP/DE   2018-11-20 2020-12-07
95. CDW CORP/DE   2018-11-20 2020-12-08
5. BROADCOM INC   2018-11-07 2020-12-10
86. GILEAD SCIENCES INC   2017-11-08 2020-12-10
15. NIKE INC CL B   2018-11-09 2020-12-10
40. TOTAL S.A. - ADR   2018-11-09 2020-12-10
13. UNION PACIFIC CORP   2018-11-09 2020-12-10
19. ALIBABA GROUP HOLDING LTD ADR   2019-04-16 2020-12-23
8. BECTON DICKINSON & CO   2018-11-20 2020-12-23
1. WORKDAY INC   2020-03-26 2020-12-23
18. WORKDAY INC   2019-11-04 2020-12-23
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,652   3,497 155
b 1,992   2,181 -189
c 4,619   2,856 1,763
d 9,081   5,270 3,811
e 3,504   3,394 110
3,588   3,481 107
563   409 154
1,519   1,020 499
621   806 -185
1,925   1,791 134
2,158   1,479 679
626   694 -68
1,168   914 254
861   936 -75
1,358   1,072 286
833   677 156
1,349   874 475
765   793 -28
1,930   1,168 762
1,339   912 427
587   663 -76
1,745   1,592 153
10,000   9,971 29
30,000   25,342 4,658
881   742 139
1,789   1,146 643
1,128   962 166
2,568   1,508 1,060
1,257   1,159 98
20,000   19,798 202
1,356   1,172 184
58,276   62,896 -4,620
10,558   7,875 2,683
1,607   1,337 270
1,860   1,201 659
1,883   1,453 430
5,943   4,555 1,388
423   3,112 -2,689
8,281   7,268 1,013
395   451 -56
2,174   2,479 -305
1,636   2,971 -1,335
957   1,643 -686
1,486   1,234 252
1,149   874 275
1,139   1,350 -211
1,228   1,235 -7
5,221   4,823 398
538   954 -416
1,972   3,497 -1,525
2,083   1,897 186
139   106 33
168   181 -13
2,012   2,037 -25
1,072   822 250
1,608   1,639 -31
6,054   9,093 -3,039
50,000   33,085 16,915
1,365   3,324 -1,959
1,046   1,294 -248
1,111   2,188 -1,077
4,087   9,677 -5,590
1,839   1,689 150
1,643   1,211 432
2,703   2,344 359
4,595   3,985 610
28   36 -8
1,364   1,282 82
3,028   4,853 -1,825
1,239   1,170 69
1,281   822 459
1,712   1,504 208
4,761   2,186 2,575
5,195   2,404 2,791
7,946   4,413 3,533
6,432   3,548 2,884
361   297 64
1,322   1,161 161
1,976   2,214 -238
6,862   5,225 1,637
108,324   100,000 8,324
4,575   5,934 -1,359
50,000   25,388 24,612
1,826   2,339 -513
2,583   3,138 -555
2,300   2,522 -222
7,982   14,624 -6,642
3,992   4,489 -497
4,134   2,580 1,554
11,324   5,019 6,305
1,773   1,434 339
1,551   1,690 -139
2,190   2,535 -345
2,378   1,701 677
2,449   1,038 1,411
4,928   2,186 2,742
2,615   1,673 942
1,922   1,361 561
1,990   1,873 117
2,317   1,093 1,224
7,926   3,716 4,210
738   726 12
3,628   1,576 2,052
1,007   1,448 -441
871   1,213 -342
6,521   6,402 119
1,785   1,065 720
1,841   1,240 601
5,811   7,120 -1,309
1,459   1,920 -461
460   1,072 -612
921   2,346 -1,425
2,371   9,970 -7,599
1,476   726 750
6   6  
4,009   3,634 375
4,715   3,427 1,288
4,734   3,658 1,076
3,734   2,844 890
9,838   6,438 3,400
3,619   2,349 1,270
12,595   8,265 4,330
2,054   1,537 517
5,197   6,217 -1,020
2,068   1,141 927
1,819   2,301 -482
2,636   1,949 687
4,829   3,839 990
1,967   1,939 28
253   144 109
4,561   2,955 1,606
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
      24,190
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       155
b       -189
c       1,763
d       3,811
e       110
      107
      154
      499
      -185
      134
      679
      -68
      254
      -75
      286
      156
      475
      -28
      762
      427
      -76
      153
      29
      4,658
      139
      643
      166
      1,060
      98
      202
      184
      -4,620
      2,683
      270
      659
      430
      1,388
      -2,689
      1,013
      -56
      -305
      -1,335
      -686
      252
      275
      -211
      -7
      398
      -416
      -1,525
      186
      33
      -13
      -25
      250
      -31
      -3,039
      16,915
      -1,959
      -248
      -1,077
      -5,590
      150
      432
      359
      610
      -8
      82
      -1,825
      69
      459
      208
      2,575
      2,791
      3,533
      2,884
      64
      161
      -238
      1,637
      8,324
      -1,359
      24,612
      -513
      -555
      -222
      -6,642
      -497
      1,554
      6,305
      339
      -139
      -345
      677
      1,411
      2,742
      942
      561
      117
      1,224
      4,210
      12
      2,052
      -441
      -342
      119
      720
      601
      -1,309
      -461
      -612
      -1,425
      -7,599
      750
       
      375
      1,288
      1,076
      890
      3,400
      1,270
      4,330
      517
      -1,020
      927
      -482
      687
      990
      28
      109
      1,606
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 109,185
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 1,639
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 1,639
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 1,639
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,664
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,664
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 1,025
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,025 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet6325 S RAINBOW BLVD STE 300LAS VEGASNV ZIP+4bullet89118
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK N A TRUSTEE
    1     		55,581    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,078,768
    b
    Average of monthly cash balances.......................
    1b
    176,066
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,254,834
    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
    4,254,834
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    63,823
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,191,011
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    209,551
    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
    209,551
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,639
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,639
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    207,912
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    207,912
    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
    207,912
    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
    161,898
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    161,898
    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
    161,898
    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 7 207,912
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 132,688
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 161,898
    a Applied to 2019, but not more than line 2a 132,688
    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..... 29,210
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		178,702
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    HARRY ENGLISH ROBINSON JR
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WELLS FARGO BANK
    3280 PEACHTREE RD NE
    ATLANTA,GA30305
    (336) 747-8185
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS MADE TO INDIVIDUALS
    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
    UNIVERSITY OF COLORADO FOUNDATION
    1800 GRANT STREET SUITE 725
    DENVER,CO80203     		NONE PC GENERAL OPERATING 2,000
    KAPPA KAPPA GAMMA FOUNDATION
    6640 RIVERSIDE DRVIE SUITE 200
    DUBLIN,OH43017     		NONE PC GENERAL OPERATING 2,000
    AMERICAN JUNIOR GOLF ASSOCIATION
    1980 SPORTS CLUB DRIVE
    BRASELTON,GA30517     		NONE PC GENERAL OPERATING 100
    PARKINSONS FOUNDATION
    200 SE 1ST ST
    MIAMI,FL33131     		NONE PC GENERAL OPERATING 3,000
    THE ATLANTA WOMENS FOUNDATION
    3355 LENNOX RD NE SUITE 850
    ATLANTA,GA30326     		NONE PC GENERAL OPERATING 2,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND ST
    NEW YORK,NY10168     		NONE PC GENERAL OPERATING 5,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		NONE PC GENERAL OPERATING 2,000
    JORDAN KOWALIGA VOLUNTEER FIRE DEPT
    1240 PROSPECT RD
    ECLECTIC,AL36024     		NONE PC GENERAL OPERATING 4,300
    PI BETA PHI FOUNDATION
    1154 TOWN COUNTRY COMMONS DR
    TOWN AND COUNTRY,MO63017     		NONE PC GENERAL OPERATING 2,000
    ATLANTA SPEECH SCHOOL INC
    3160 NORTHSIDE PKWY NW
    ATLANTA,GA30327     		NONE PC GENERAL OPERATING 2,000
    Children's Harbor Inc
    19425 SW 58TH MANOR
    Southwest Ranches,FL33332     		NONE PC GENERAL OPERATING 2,000
    RICHARD J CARON FOUNDATION
    243 N GALEN HALL RD
    WERNERSVILLE,PA19565     		NONE PC GENERAL OPERATING 2,000
    A MILLION MATTERS INC
    1266 W PACES FERRY RD NW PMB 102
    ATLANTA,GA30327     		NONE PC GENERAL SUPPORT 2,100
    JUVENILE DIABETES RESEARCH FDN
    3525 PIEDMONT RD NE
    ATLANTA,GA30305     		NONE PC GENERAL SUPPORT 25,000
    BROACH FOUNDATION FOR BRAIN CANCER
    2726 BISSONNET ST STE 240-602
    HOUSTON,TX77005     		NONE PC GENERAL SUPPORT 1,000
    FIRST PRESBYTERIAN CHURCH OF ATLANTA
    1328 PEACHTREE ST NE
    ATLANTA,GA30309     		NONE PC GENERAL SUPPORT 47,000
    WESTMINISTER SCHOOLS INC
    1424 W PACES FERRY RD NW
    ATLANTA,GA30327     		NONE PC GENERAL SUPPORT 2,000
    ATLANTA HUMANE SOCIETY
    981 HOWELL MILL RD NW
    ATLANTA,GA30318     		NONE PC GENERAL SUPPORT 3,000
    UNIVERSITY OF GEORGIA FDN
    394 S MILLEDGE AVE
    ATHENS,GA30605     		NONE PC GENERAL SUPPORT 12,000
    ST JUDES RECOVERY CENTER INC
    139 RENAISSANCE PKWY NE
    ATLANTA,GA30308     		NONE PC GENERAL SUPPORT 10,000
    THE BAYLOR SCHOOL
    171 BAYLOR SCHOOL RD
    CHATTANOOGA,TN37405     		NONE PC GENERAL SUPPORT 10,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750261
    DALLAS,TX75275     		NONE PC GENERAL SUPPORT 2,000
    Total .................................bullet 3a 142,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 62,226  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 109,185  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 280  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   171,691  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    171,691
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,067     1,067

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Name of Stock End of Year Book Value End of Year Fair Market Value
    G5960L103 MEDTRONIC PLC 11,049 13,120
    09260D107 BLACKSTONE GROUP INC 9,482 11,731
    02079K107 ALPHABET INC CL C 73,742 119,128
    00206R102 AT & T INC 14,922 13,172
    571903202 MARRIOTT INTERNATION 4,379 5,013
    778296103 ROSS STORES INC 4,328 6,263
    92532F100 VERTEX PHARMACEUTICA 9,858 13,944
    37940X102 GLOBAL PMTS INC W/I 13,784 23,050
    83304A106 SNAP INC 4,658 5,157
    848637104 SPLUNK INC 6,984 8,325
    29084Q100 EMCOR GROUP INC COM 14,900 19,938
    303075105 FACTSET RESH SYS INC 10,280 14,963
    891092108 TORO CO 13,008 19,063
    74164M108 PRIMERICA INC 18,080 21,295
    32051X108 FIRST HAWAIIAN INC 21,401 21,269
    005098108 ACUSHNET HOLDINGS CO 10,926 16,865
    75524B104 RBC BEARINGS INC 9,651 11,638
    73278L105 POOL CORPORATION 11,100 27,193
    037833100 APPLE INC 55,592 126,454
    25243Q205 DIAGEO PLC - ADR 13,751 15,722
    89151E109 TOTAL S.A. - ADR 15,490 11,400
    87612E106 TARGET CORP 5,436 14,475
    58933Y105 MERCK & CO INC NEW 10,310 13,006
    H84989104 TE CONNECTIVITY LTD 7,927 11,260
    31620M106 FIDELITY NATL INFORM 13,950 14,995
    007903107 ADVANCED MICRO DEVIC 8,107 8,346
    617446448 MORGAN STANLEY 4,815 7,744
    88032Q109 TENCENT HOLDINGS LTD 13,372 25,521
    G96629103 WILLIS TOWERS WATSON 3,138 4,214
    34959J108 FORTIVE CORP 4,240 4,816
    45866F104 INTERCONTINENTAL EXC 3,320 4,842
    045327103 ASPEN TECHNOLOGY INC 11,768 19,538
    562750109 MANHATTAN ASSOCIATES 7,821 16,513
    749607107 RLI CORP COM 8,566 11,352
    879360105 TELEDYNE TECHNOLOGIE 18,098 32,926
    741511109 PRICESMART INC 7,894 10,840
    76657Y101 RIGHTMOVE PLC-UNSP A 13,648 22,393
    907818108 UNION PACIFIC CORP 8,807 14,367
    91324P102 UNITEDHEALTH GROUP I 34,075 48,043
    11135F101 BROADCOM INC 14,698 22,330
    75513E101 RAYTHEON TECHNOLOGIE 15,022 14,159
    150870103 CELANESE CORP 12,586 15,853
    81141R100 SEA LTD-ADR 7,956 8,559
    023135106 AMAZON COM INC COM 60,697 130,277
    337738108 FISERV INC 11,968 16,396
    461202103 INTUIT COM 13,905 24,690
    46120E602 INTUITIVE SURGICAL I 8,902 14,726
    81762P102 SERVICENOW INC 9,547 31,925
    98138H101 WORKDAY INC 4,027 6,709
    038336103 APTARGROUP INC COM 5,571 7,255
    262037104 DRIL-QUIP INC COM 8,331 6,042
    302941109 FTI CONSULTING INC C 17,234 18,881
    384109104 GRACO INC 12,991 21,922
    426281101 HENRY JACK & ASSOC I 7,451 8,909
    04316A108 ARTISAN PARTNERS ASS 4,988 10,773
    60786M105 MOELIS & CO 9,947 13,093
    254687106 WALT DISNEY CO 10,172 17,031
    285512109 ELECTRONIC ARTS INC 8,564 14,647
    654106103 NIKE INC CL B 13,161 25,040
    94106L109 WASTE MANAGEMENT INC 13,477 13,916
    46625H100 JPMORGAN CHASE & CO 22,180 27,066
    863667101 STRYKER CORP 9,518 13,967
    125523100 CIGNA CORP 13,606 14,989
    049904105 ATRION CORP 8,536 7,065
    097023105 BOEING CO 13,673 9,633
    192446102 COGNIZANT TECH SOLUT 13,287 14,997
    09857L108 BOOKING HOLDINGS INC 20,606 26,727
    235851102 DANAHER CORP 7,166 14,883
    808513105 SCHWAB CHARLES CORP 5,452 6,259
    67066G104 NVIDIA CORP 4,761 4,700
    036752103 ANTHEM INC 4,472 5,137
    70450Y103 PAYPAL HOLDINGS INC 11,132 31,149
    942749102 WATTS WATER TECHNOLO 12,834 16,064
    031162100 AMGEN INC 8,983 8,507
    512807108 LAM RESEARCH CORP CO 5,619 17,002
    56501R106 MANULIFE FINANCIAL C 20,041 21,366
    867224107 SUNCOR ENERGY INC NE 14,650 7,098
    G29183103 EATON CORP PLC 7,205 7,809
    075887109 BECTON DICKINSON & C 4,412 4,754
    01609W102 ALIBABA GROUP HOLDIN 23,358 35,608
    64110L106 NETFLIX INC 12,855 23,251
    79466L302 SALESFORCE COM INC 11,585 20,695
    57636Q104 MASTERCARD INC 17,722 33,552
    05278C107 AUTOHOME INC-ADR 21,789 29,089
    Y2573F102 FLEX LTD 5,656 10,914
    904767704 UNILEVER PLC - ADR 9,892 10,563
    405217100 HAIN CELESTIAL GROUP 4,506 9,275
    H2906T109 GARMIN LTD 10,164 13,163
    609207105 MONDELEZ INTERNATION 11,284 15,261
    92826C839 VISA INC-CLASS A SHR 31,556 48,996
    438516106 HONEYWELL INTERNATIO 4,761 7,019
    988498101 YUM BRANDS INC 3,059 3,800
    30303M102 FACEBOOK INC 38,739 71,841
    257651109 DONALDSON CO INC 7,255 7,488
    829073105 SIMPSON MFG INC COM 11,068 15,419
    460690100 INTERPUBLIC GROUP CO 7,170 8,914
    532457108 ELI LILLY & CO COM 7,896 13,845
    594918104 MICROSOFT CORP 55,027 125,000
    871829107 SYSCO CORP 9,859 15,520
    883556102 THERMO FISHER SCIENT 12,844 27,015
    891160509 TORONTO DOMINION BK 15,496 15,516
    911312106 UNITED PARCEL SERVIC 9,985 16,335
    09247X101 BLACKROCK INC 10,770 18,039
    517834107 LAS VEGAS SANDS CORP 16,162 15,973
    172967424 CITIGROUP INC. 23,964 24,171
    00287Y109 ABBVIE INC 8,036 8,036
    256677105 DOLLAR GENERAL CORP 5,077 10,094
    126650100 CVS HEALTH CORPORATI 12,481 12,294
    17275R102 CISCO SYSTEMS INC 14,568 17,721

    TY 2020 InvestmentsOtherSchedule2
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    679580100 OLD DOMINION FREIGHT      
    57060D108 MARKETAXESS HLDGS IN      
    00770G847 JOHCM INTERNATIONAL AT COST 151,467 222,316
    285512109 ELECTRONIC ARTS INC      
    26875P101 EOG RESOURCES, INC      
    46625H100 JPMORGAN CHASE & CO      
    337738108 FISERV INC      
    461202103 INTUIT COM      
    808513105 SCHWAB CHARLES CORP      
    015351109 ALEXION PHARMACEUTIC      
    036752103 ANTHEM INC      
    70450Y103 PAYPAL HOLDINGS INC      
    46120E602 INTUITIVE SURGICAL I      
    79466L302 SALESFORCE COM INC      
    87236Y108 TD AMERITRADE HLDG C      
    262037104 DRIL-QUIP INC COM      
    76657Y101 RIGHTMOVE PLC-UNSP A      
    75524B104 RBC BEARINGS INC      
    097023105 BOEING COMPANY      
    192446102 COGNIZANT TECH SOLUT      
    254687106 WALT DISNEY CO      
    532457108 ELI LILLY & CO COM      
    883556102 THERMO FISHER SCIENT      
    907818108 UNION PACIFIC CORP      
    09247X101 BLACKROCK INC      
    848574109 SPIRIT AEROSYTSEMS H      
    12572Q105 CME GROUP INC      
    64110L106 NETFLIX.COM INC      
    92826C839 VISA INC-CLASS A SHR      
    037833100 APPLE COMPUTER INC C      
    693475105 PNC FINANCIAL SERVIC      
    517834107 LAS VEGAS SANDS CORP      
    617446448 MORGAN STANLEY      
    778296103 ROSS STORES INC      
    88032Q109 TENCENT HOLDINGS LTD      
    125523100 CIGNA CORP      
    N22717107 CORE LABORATORIES N      
    257651109 DONALDSON CO INC      
    384109104 GRACO INC      
    74164M108 PRIMERICA INC      
    12514G108 CDW CORP/DE      
    05278C107 AUTOHOME INC-ADR      
    901165100 TWEEDY BROWNE FD GLO AT COST 180,013 169,758
    000843201 ACAP STRATEGIC FUND- AT COST 80,000 148,085
    BIT990000 BLACKSTONE REAL ESTA AT COST 76,943 85,870
    437076102 HOME DEPOT INC      
    91324P102 UNITEDHEALTH GROUP I      
    863667101 STRYKER CORP      
    438516106 HONEYWELL INTERNATIO      
    G96629103 WILLIS TOWERS WATSON      
    03027X100 AMERICAN TOWER REIT      
    30303M102 FACEBOOK INC      
    45866F104 INTERCONTINENTALEXCH      
    891092108 TORO CO      
    92927K102 WABCO HOLDINGS INC      
    04316A108 ARTISAN PARTNERS ASS      
    73278L105 POOL CORPORATION      
    256210105 DODGE & COX INCOME F AT COST 139,682 153,899
    Y2573F102 FLEXTRONICS INTL LTD      
    17275R102 CISCO SYSTEMS INC      
    654106103 NIKE INC CL B      
    89151E109 TOTAL FINA ELF S.A.      
    56501R106 MANULIFE FINANCIAL C      
    87612E106 TARGET CORP      
    02079K107 ALPHABET INC/CA      
    00206R102 AT & T INC      
    023135106 AMAZON COM INC      
    92532F100 VERTEX PHARMACEUTICA      
    256677105 DOLLAR GENERAL CORP      
    57636Q104 MASTERCARD INC      
    81762P102 SERVICENOW INC      
    303075105 FACTSET RESH SYS INC      
    426281101 HENRY JACK & ASSOC I      
    562750109 MANHATTAN ASSOCIATES      
    60786M105 MOELIS & CO      
    74256W584 PRINCIPAL MIDCAP FUN AT COST 351,697 594,797
    922031760 VANGUARD HIGH YIELD AT COST 169,940 172,537
    H84989104 TE CONNECTIVITY LTD      
    98978V103 ZOETIS INC      
    09857L108 BOOKING HOLDINGS INC      
    01609W102 ALIBABA GROUP HOLDIN      
    741511109 PRICESMART INC      
    56063N600 MAINSTAY CONVERTIBLE      
    74256W485 PRINCIPAL PREFERRED AT COST 144,431 146,981
    70299PGP6 PARTNERS GROUP PRIVA AT COST 23,729 50,100
    126650100 CVS/CAREMARK CORPORA      
    512807108 LAM RESEARCH CORP CO      
    872540109 TJX COS INC NEW      
    405217100 HAIN CELESTIAL GROUP      
    58933Y105 MERCK & CO INC NEW      
    150870103 CELANESE CORP      
    172967424 CITIGROUP INC      
    11135F101 BROADCOM INC      
    879360105 TELEDYNE TECHNOLOGIE      
    25243Q205 DIAGEO PLC - ADR      
    375558103 GILEAD SCIENCES INC      
    594918104 MICROSOFT CORP      
    911312106 UNITED PARCEL SERVIC      
    867224107 SUNCOR ENERGY INC NE      
    609207105 MONDELEZ INTERNATION      
    G29183103 EATON CORP PLC      
    075887109 BECTON DICKINSON AND      
    235851102 DANAHER CORP      
    571903202 MARRIOTT INTERNATION      
    37940X102 GLOBAL PMTS INC W/I      
    988498101 YUM BRANDS INC      
    34959J108 FORTIVE CORP      
    038336103 APTARGROUP INC      
    045327103 ASPEN TECHNOLOGY INC      
    749607107 RLI CORP COM      
    755111507 RAYTHEON CO      
    31641Q755 FIDELITY NEW MRKTS I      
    00143W859 INV OPP DEVELOP MRKT AT COST 290,000 363,094
    31620M106 FIDELITY NATL INFORM      
    049904105 ATRION CORP      
    09260C703 BLACKROCK GL L/S CRE AT COST 55,000 54,765
    52106N459 LAZARD GL LIST INFRA AT COST 65,000 63,526
    98138H101 WORKDAY INC      
    891160509 TORONTO DOMINION BK      
    848637104 SPLUNK INC      
    829073105 SIMPSON MFG INC COM      
    32051X108 FIRST HAWAIIAN INC      
    74256W568 PRINCIPAL REAL EST S AT COST 125,000 129,157
    G5960L103 MEDTRONIC PLC      
    87234N765 TCW EMRG MKTS INCM-I AT COST 57,426 58,108

    TY 2020 OtherDecreasesSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Description Amount
    PY RETURN OF CAPITAL ADJ 1,114
    TAX LOT BASIS ADJUSTMENT 403
    COST BASIS ADJUSTMENT 994


    TY 2020 OtherExpensesSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 36 36   0


    TY 2020 OtherIncomeSchedule2
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 280 280  


    TY 2020 OtherIncreasesSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Description Amount
    MUTUAL FUND TIMING ADJ 4,874


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMIN FEE 4,436     4,436
    INVESTMNT MNGMNT FEES (NON-DED 4,056 4,056    


    TY 2020 TaxesSchedule
    Name:
    H ENGLISH AND ERMINE CARTER ROBINSON
    EIN:
    58-1981556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,483 1,483   0
    FEDERAL TAX PAYMENT - PRIOR YE 81 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,664 0   0
    FOREIGN TAXES ON NONQUALIFIED 112 112   0