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
TAYLOR FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)517 MAST DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRADENTON, FL34208
A Employer identification number

39-6058301
B Telephone number (see instructions)

(941) 744-1976
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$13,642,572J Accounting method:
modified cash
(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) 16,125
2 Check bullet.............
3 Interest on savings and temporary cash investments 27 27  
4 Dividends and interest from securities... 196,988 196,988  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 180,636
b Gross sales price for all assets on line 6a 2,851,375
7 Capital gain net income (from Part IV, line 2)... 180,636
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 18,593 18,593  
12 Total. Add lines 1 through 11........ 412,369 396,244  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 262,100 0   262,100
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 103,888 0   103,888
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,574 0   12,574
c Other professional fees (attach schedule).... Click to see attachment 99,508 99,508   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,511 1,791   1,720
19 Depreciation (attach schedule) and depletion... Click to see attachment 43,111 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 326 0   316
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 97,303 17,454   77,897
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 622,321 118,753   458,495
25 Contributions, gifts, grants paid....... 161,388 161,388
26 Total expenses and disbursements. Add lines 24 and 25 783,709 118,753   619,883
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -371,340
b Net investment income (if negative, enter -0-) 277,491
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............. 79,367 67,368 67,368
2 Savings and temporary cash investments......... 390,098 559,995 559,995
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..........   2,902 2,902
10a Investments—U.S. and state government obligations (attach schedule) 2,487 Click to see attachment1,757 1,757
b Investments—corporate stock (attach schedule)....... 6,054,030 Click to see attachment7,418,163 7,418,163
c Investments—corporate bonds (attach schedule)....... 2,206 Click to see attachment1,691 1,691
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,446,263 Click to see attachment4,648,805 4,648,805
14 Land, buildings, and equipment: basis bullet1,378,696
Less: accumulated depreciation (attach schedule) bullet465,062 947,662 Click to see attachment913,634 913,634
15 Other assets (describe bullet) Click to see attachment28,257 Click to see attachment28,257 Click to see attachment28,257
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,950,370 13,642,572 13,642,572
Liabilities 17 Accounts payable and accrued expenses.......... 488 1,517
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) Click to see attachment71,289 Click to see attachment78,725
23 Total liabilities (add lines 17 through 22)......... 71,777 80,242
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........... 12,878,593 13,562,330
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,878,593 13,562,330
30 Total liabilities and net assets/fund balances (see instructions). 12,950,370 13,642,572
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
12,878,593
2
Enter amount from Part I, line 27a .....................
2
-371,340
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,055,077
4
Add lines 1, 2, and 3 ..........................
4
13,562,330
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
13,562,330
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 SALE OF PUBLICLY TRADED SECURITIES P    
b G REIT LIQUIDATING TRUST P    
c PASSCO DIVERSIFIED FUND II, LLC P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,823,648   2,617,675 205,973
b       -10,475
c       -42,589
d 27,727     27,727
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       205,973
b       -10,475
c       -42,589
d       27,727
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 180,636
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 3,857
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 3,857
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 3,857
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,143
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,143 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, WI, CA
    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 ofbulletTHE FOUNDATION Telephone no.bullet (941) 744-1976

    Located atbullet517 MAST DRIVEBRADENTONFL ZIP+4bullet34208
    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
    KATHERINE KITTSMILLER PRESIDENT
    30.00     		109,351 33,392 0
    517 MAST DRIVE
    BRADENTON,FL34208
    RITCHEY NELSON TAYLOR VICE PRESIDENT/TREASURER
    25.00     		30,000 8,796 0
    517 MAST DRIVE
    BRADENTON,FL34208
    ELAINE ACKEL CHIEF EXECUTIVE OFFICER
    40.00     		121,459 41,555 0
    517 MAST DRIVE
    BRADENTON,FL34208
    CHRISTOPHER KITTSMILLER BEGAN 1220 SECRETARY
    25.00     		1,290 0 0
    517 MAST DRIVE
    BRADENTON,FL34208
    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
    MERRILL LYNCH INVESTMENT MANAGEMENT FEES 99,508
    220 VESEY STREET
    NEW YORK,NY10281
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,317,815
    b
    Average of monthly cash balances.......................
    1b
    379,689
    c
    Fair market value of all other assets (see instructions)................
    1c
    28,257
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,725,761
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,725,761
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    175,886
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,549,875
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    577,494
    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
    577,494
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,857
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,857
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    573,637
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    573,637
    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
    573,637
    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
    619,883
    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
    619,883
    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
    619,883
    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 7 573,637
    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...... 55,391
    b From 2016...... 59,376
    c From 2017...... 22,565
    d From 2018...... 230,811
    e From 2019......  
    fTotal of lines 3a through e........ 368,143
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 619,883
    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..... 573,637
    e Remaining amount distributed out of corpus 46,246
    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 5 414,389
    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) ...     		55,391
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		358,998
    10 Analysis of line 9:
    a Excess from 2016.... 59,376
    b Excess from 2017.... 22,565
    c Excess from 2018.... 230,811
    d Excess from 2019....  
    e Excess from 2020.... 46,246
    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
    ALTERNATIVE HELP MINISTRIES OUTREACH
    517 MAST DRIVE
    BRADENTON,FL34208     		N/A PC GENERAL 3,100
    CASA CALIBRI
    PO BOX 54
    PALMETTO,FL34221     		N/A PC GENERAL 4,000
    CHILDCARE INTERNATIONAL
    28 BUCKEYE ROAD
    ABERDEEN,SCOTLANDAB228DG
    UK     		N/A PC GENERAL 53,500
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 FRUITVILLE RD
    SARASOTA,FL34237     		N/A PC GIVING CHALLENGE 1,051
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 FRUITVILLE RD
    SARASOTA,FL34237     		N/A PC GIVING CHALLENGE 631
    FELT INC OF MANATEE
    211 25TH ST WEST
    BRADENTON,FL34205     		N/A PC GENERAL 5,000
    FOUNDATION FOR DREAMS
    7359 MERCHANT COURT
    SARASOTA,FL34202     		N/A PC GENERAL 3,100
    HERNANDO DESOTO HISTORICAL SOCIETY
    910 3RD AVENUE WEST
    BRADENTON,FL34205     		N/A PC GENERAL 5,000
    KENOSHA ROTARY CLUB
    PO BOX 577
    KENOSHA,WI53141     		N/A PC GENERAL 5,000
    LOUIS & GLORIA FLANZER PHILANTHROPIC TRUST
    1843FLOYD ST
    SARASOTA,FL34239     		N/A PC GENERAL 500
    MANATEE CHILDREN'S SERVICES
    465 CORTEZ ROAD
    WEST BRADENTON,FL34207     		N/A PC GENERAL 12,900
    MANATEE RIVERSIDE ROTARY CLUB
    PO BOX 495
    BRADENTON,FL34206     		N/A PC GENERAL 14,500
    PACE CENTER FOR GIRLS
    26TH ST WEST
    BRADENTON,FL34205     		N/A PC GENERAL 1,000
    PACE CENTER FOR GIRLS
    26TH ST WEST
    BRADENTON,FL34205     		N/A PC LOCAL RUBBER DUCK RACE 106
    PALMETTO ROTARY
    PO BOX 54
    PALMETTO,FL34221     		N/A PC EDUCATION FUND 5,000
    SOUTHEASTERN GUIDE DOGS
    4210 77TH ST EAST
    PALMETTO,FL34221     		N/A PC GENERAL 4,000
    ST MATTHEWS HOUSE
    2601 AIRPORT ROAD SOUTH
    NAPLES,FL34112     		N/A PC GENERAL 1,000
    ST MICHAEL'S WOODSHOP
    1437 BLOSSOM ROAD
    ROCHESTER,NY14610     		N/A PC GENERAL 3,000
    TURNING POINTS
    202 13TH AVENUE EAST
    BRADENTON,FL34208     		N/A PC GENERAL 30,000
    WILDLIFE REHAB & EDUCATION
    PO BOX 1440
    ANNA MARIA,FL34216     		N/A PC GENERAL 8,000
    WOMEN'S RESOURCE CENTER
    1926 MANATEE AVE WEST
    BRADENTON,FL34205     		N/A PC GENERAL 1,000
    Total .................................bullet 3a 161,388
    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 27  
    4 Dividends and interest from securities....     14 196,988  
    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.....     01 18,593  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 180,636  
    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).. 0 396,244 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    396,244
    (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:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION - PKF O'CONNOR DAVIES, LLP 9,221 0   9,221
    BOOKKEEPING - BOOKKEEPING SOLUTIONS 3,353 0   3,353

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BLDG IMPROVEMENTS 2005-01-01 2,096 808 SL 39.000000000000 54 0    
    BLDG IMPROVEMENTS 2004-04-06 9,979 4,021 SL 39.000000000000 256 0    
    ROOF 2004-11-15 15,000 5,823 SL 39.000000000000 385 0    
    CABINETS 2004-04-06 2,929 1,178 SL 39.000000000000 75 0    
    DRYWALL WORK-GARAGE STALLS 2003-02-28 1,200 1,200 SL 39.000000000000 0 0    
    LOCKBOXES 2005-05-25 411 411 SL 7.000000000000 0 0    
    ISLAND FLOOR 2004-01-23 1,519 1,519 SL 7.000000000000 0 0    
    FURNITURE 2004-02-17 3,544 3,544 SL 7.000000000000 0 0    
    APPLIANCES 2004-02-17 2,414 2,414 SL 7.000000000000 0 0    
    BRADENTON FURNITURE 2004-03-16 788 788 SL 7.000000000000 0 0    
    LAMPS 2004-03-16 363 363 SL 7.000000000000 0 0    
    DECOR ITEMS 2004-04-15 487 487 SL 7.000000000000 0 0    
    KITCHEN ITEMS 2004-04-15 296 296 SL 7.000000000000 0 0    
    STEAM CLEANER 2004-01-19 230 230 SL 7.000000000000 0 0    
    POOL PAVERS/INSTALLATION 2003-10-15 11,750 11,750 SL 15.000000000000 0 0    
    KITCHEN CABINETS 2001-11-27 8,618 8,618 SL 15.000000000000 0 0    
    LAND 2001-07-27 415,139   NC 0 % 0 0    
    BLDG 2001-07-27 370,773 177,160 SL 39.000000000000 9,507 0    
    LANDSCAPING 2001-11-06 20,731 20,731 SL 15.000000000000 0 0    
    AIR CONDITIONING UNITS 2001-08-31 6,665 6,665 SL 5.000000000000 0 0    
    RANGE 2001-10-29 494 494 SL 5.000000000000 0 0    
    CARPET 2001-05-10 361 361 SL 5.000000000000 0 0    
    REMODELING 2001-12-07 836 380 SL 39.000000000000 21 0    
    TRASH CANS 2002-01-28 127 127 SL 5.000000000000 0 0    
    CARPET 2002-01-30 1,589 1,589 SL 5.000000000000 0 0    
    TV 2002-03-05 320 320 SL 5.000000000000 0 0    
    QUEEN BEDROOM SET 2002-03-05 505 505 SL 5.000000000000 0 0    
    APPLIANCES 2002-03-05 3,321 3,321 SL 5.000000000000 0 0    
    CARPET 2002-04-02 3,178 3,178 SL 5.000000000000 0 0    
    BED, APPLIANCES, HOME DECOR 2002-04-11 4,512 4,512 SL 5.000000000000 0 0    
    FURNITURE 2002-04-25 4,841 4,841 SL 5.000000000000 0 0    
    BEDROOM SET 2002-05-21 316 316 SL 5.000000000000 0 0    
    WASHER/DRYER 2002-07-16 605 605 SL 5.000000000000 0 0    
    SWIMMING POOL IMPROVEMENTS 2002-12-13 7,795 7,795 SL 15.000000000000 0 0    
    IMPROVEMENTS 2002-06-18 75,565 33,995 SL 39.000000000000 1,938 0    
    STOCKADE FOR DUMPSTER 2002-01-11 670 670 SL 15.000000000000 0 0    
    ELECTRICAL WIRING 2002-02-25 778 357 SL 39.000000000000 20 0    
    ELECTRICAL WIRING 2002-05-07 744 335 SL 39.000000000000 19 0    
    ELECTRICAL WIRING 2002-04-03 1,076 495 SL 39.000000000000 28 0    
    BLDG IMPROVEMENTS-PLUMBING 2001-12-31 4,275 1,985 SL 39.000000000000 110 0    
    FURNITURE 2001-07-27 1,500 1,500 SL 5.000000000000 0 0    
    SIGNS 2002-12-13 497 497 SL 15.000000000000 0 0    
    DISHWASHER 2002-03-05 400 400 SL 5.000000000000 0 0    
    FURNITURE 2002-01-30 5,530 5,530 SL 5.000000000000 0 0    
    ARTWORK 2002-05-21 408 408 SL 5.000000000000 0 0    
    REFRIGERATOR 2002-12-31 565 565 SL 5.000000000000 0 0    
    PLUMBING 2002-03-04 1,125 516 SL 39.000000000000 29 0    
    HERON 2002-02-12 128 128 SL 5.000000000000 0 0    
    FRAMES 2002-04-30 384 384 SL 5.000000000000 0 0    
    PLANTS 2002-05-21 393 393 SL 15.000000000000 0 0    
    LABOR 2002-05-21 4,660 2,099 SL 39.000000000000 119 0    
    FURNITURE 2001-01-24 1,764 1,764 SL 7.000000000000 0 0    
    FURNITURE 2001-07-24 668 668 SL 7.000000000000 0 0    
    LANDSCAPING 2001-11-26 10,309 10,309 SL 15.000000000000 0 0    
    PAVERS 2001-11-16 7,521 7,521 SL 15.000000000000 0 0    
    CARPET 2001-01-16 325 325 SL 7.000000000000 0 0    
    CARPET 2001-06-19 1,111 1,111 SL 7.000000000000 0 0    
    LIGHTING 2001-10-15 222 222 SL 15.000000000000 0 0    
    FRAMES 2002-07-18 242 242 SL 7.000000000000 0 0    
    REMODEL UNIT 3 - ELECTRIC 2003-12-22 368 145 SL 39.000000000000 9 0    
    PLUMBING 2002-05-06 4,149 1,869 SL 39.000000000000 106 0    
    TELEPHONES 2006-06-15 810 810 SL 3.000000000000 0 0    
    PRINTER 2007-11-27 399 399 SL 3.000000000000 0 0    
    PDS REFRIGERATOR 2007-02-12 434 434 SL 10.000000000000 0 0    
    PDS SIGNS 2007-01-17 130 130 SL 15.000000000000 0 0    
    ONLINE 2008-10-10 194 194 SL 3.000000000000 0 0    
    SIGNS NOW 2009-10-09 361 361 SL 3.000000000000 0 0    
    COUCH 2010-03-10 1,460 1,460 SL 3.000000000000 0 0    
    BLINDS 2010-03-10 171 171 SL 3.000000000000 0 0    
    LOCKS 2010-04-12 180 180 SL 5.000000000000 0 0    
    FURNITURE 2010-04-12 3,804 3,804 SL 3.000000000000 0 0    
    MATTRESSES 2010-12-23 1,242 1,242 SL 3.000000000000 0 0    
    NEW OFFICE FURNITURE - KATHIE 2010-08-10 1,646 1,646 SL 3.000000000000 0 0    
    FENCING - PLAYA DEL SOL 2011-09-27 3,852 821 SL 39.000000000000 99 0    
    LAPTOP COMPUTER 2011-05-23 1,445 1,445 SL 5.000000000000 0 0    
    PRINTER 2011-07-12 545 545 SL 5.000000000000 0 0    
    COMPUTER 2011-08-15 1,055 1,055 SL 5.000000000000 0 0    
    IPAD TABLET 2011-12-12 800 800 SL 5.000000000000 0 0    
    IPAD ACCESSORIES 2011-12-12 280 280 SL 5.000000000000 0 0    
    BOOKSHEVLES 2011-09-12 194 194 SL 7.000000000000 0 0    
    MATTRESSES 2011-01-27 609 609 SL 3.000000000000 0 0    
    MATTRESSES 2011-05-11 2,588 2,588 SL 3.000000000000 0 0    
    REFRIGERATOR 2011-08-15 1,134 1,134 SL 5.000000000000 0 0    
    DISHWASHER 2011-09-12 537 537 SL 5.000000000000 0 0    
    PDS TELEVISIONS (2) 2012-10-24 730 730 SL 5.000000000000 0 0    
    IPAD 2012-10-25 660 660 SL 5.000000000000 0 0    
    PRINTER 2013-01-31 543 543 SL 5.000000000000 0 0    
    COMPUTER 2013-06-11 200 200 SL 5.000000000000 0 0    
    PRESSURE WASHERS PDS 2013-05-29 404 404 SL 5.000000000000 0 0    
    LOWES APPLIANCES PDS 2013-04-01 3,204 3,204 SL 5.000000000000 0 0    
    DISHWASHER/ MICROWAVE/ 2013-10-28 1,002 1,002 SL 5.000000000000 0 0    
    PATIO FURNITURE 2013-04-15 635 635 SL 5.000000000000 0 0    
    4 STACK WASHERS AND DRYERS 2014-08-11 6,817 6,817 SL 5.000000000000 0 0    
    4 AIR CONDITIONING UNITS 2014-09-18 14,627 14,627 SL 5.000000000000 0 0    
    COMPUTER 2015-08-31 2,100 2,100 SL 5.000000000000 0 0    
    PDS ROOF REPAIR 2017-01-13 6,644 503 SL 39.000000000000 170 0    
    PLAYA DEL SOL ISLAND PROPERTY REMODEL 2019-01-01 162,260 4,161 SL 39.000000000000 4,161 0    
    (4) MATTRESSES 2019-01-01 10,300 3,433 SL 3.000000000000 3,433 0    
    MICROWAVE OVEN 2019-01-01 972 194 SL 5.000000000000 194 0    
    HOME DCOR AND CURTAINS 2019-01-01 3,312 662 SL 5.000000000000 662 0    
    GARBAGE CAN 2019-01-01 29 6 SL 5.000000000000 6 0    
    (4) COUCHES 2019-01-01 3,003 601 SL 5.000000000000 601 0    
    (4) CHAIRS 2019-01-01 1,060 212 SL 5.000000000000 212 0    
    FURNITURE CUSHIONS 2019-01-01 460 92 SL 5.000000000000 92 0    
    MICROWAVE OVEN 2019-01-01 1,462 292 SL 5.000000000000 292 0    
    PDS BASEBOARDS 2019-01-05 213 42 SL 5.000000000000 43 0    
    PDS BASEBOARDS 2019-01-09 423 83 SL 5.000000000000 85 0    
    ARNOLD'S CLEAN AIR & HEAT 2019-01-14 5,670 1,091 SL 5.000000000000 1,134 0    
    PDS - DOOR TRIM 2019-02-27 132 22 SL 5.000000000000 26 0    
    PDS RENOVATION 2019-05-15 30,214 3,808 SL 5.000000000000 6,043 0    
    PDS RENOVATION - BRINGMAN ROOFING, GUTTERS, LABOR 2019-06-20 4,511 479 SL 5.000000000000 902 0    
    DECK REPAIRS 2019-06-26 13,500 1,391 SL 5.000000000000 2,700 0    
    PDS FLOORING 2019-07-11 2,111 200 SL 5.000000000000 422 0    
    PDS - DEPOSIT FOR WORK TO BE DONE 2019-09-03 1,000 65 SL 5.000000000000 200 0    
    PDS INSULATION REPAIR 2019-09-06 783 50 SL 5.000000000000 157 0    
    LABOR 2019-09-20 10,477 586 SL 5.000000000000 2,095 0    
    PDS WINDOW REPAIR 2019-09-20 3,553 199 SL 5.000000000000 711 0    
    POOL REPAIRS 2019-10-21 18,885 735 SL 5.000000000000 3,777 0    
    PDS - PICTURES 2019-01-05 249 82 SL 3.000000000000 83 0    
    PDS - PICTURES 2019-02-06 56 17 SL 3.000000000000 19 0    
    PDS - PILLOWS 2019-02-20 339 97 SL 3.000000000000 113 0    
    PDS - (2) MICROWAVE OVENS 2019-03-29 332 50 SL 5.000000000000 66 0    
    PDS MICROWAVE OVEN 2019-03-29 233 35 SL 5.000000000000 47 0    
    PDS UMBRELLAS 2019-04-25 765 105 SL 5.000000000000 153 0    
    PDS STOVE 2019-05-05 23 3 SL 5.000000000000 5 0    
    PDS STACK WASHER & DRYER 2019-08-07 1,360 109 SL 5.000000000000 272 0    
    PDS HOUSEWARES 2019-11-30 124 2 SL 5.000000000000 25 0    
    PDS - WASHING MACHINE 2020-01-09 1,743   SL 5.000000000000 341 0    
    LASER PRINTER 2020-02-13 1,198   SL 3.000000000000 352 0    
    PDS - STACKING WASHING MACHINE 2020-06-17 2,651   SL 5.000000000000 286 0    
    COMPUTER 2020-06-18 1,391   SL 5.000000000000 149 0    
    COMPUTER 2020-06-23 1,285   SL 5.000000000000 134 0    
    IPAD 2020-07-27 950   SL 3.000000000000 136 0    
    LASER PRINTER TONER 2020-11-25 1,122   SL 3.000000000000 37 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Name of Bond End of Year Book Value End of Year Fair Market Value
    200 SH OF WASHINGTON MUTUAL MORTGAGE PTC 1,691 1,691

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3,350 SH OF ABBOTT LABS 366,791 366,791
    976 SH OF ACTIVISION BLIZZARD INC 90,622 90,622
    74 SH OF ALPHABET INC SHS CL C 129,639 129,639
    178 SH OF ALPHABET INC SHS CL A 311,970 311,970
    100 SH OF AMAZON COM INC 325,693 325,693
    948 SH OF AMERICAN TOWER REIT INC 212,788 212,788
    414 SH OF AMGEN INC COM 95,187 95,187
    1,030 SH OF ANTHEM INC 330,723 330,723
    2,548 SH OF APPLE INC 338,094 338,094
    398 SH OF BLACKSTONE GROUP INC COM 25,794 25,794
    1,108 SH OF CARRIER GLOBAL CORP REG 41,794 41,794
    1,433 SH OF CITIGROUP INC COM NEW 88,359 88,359
    2,203 SH OF COCA COLA COM 120,813 120,813
    2,558 SH OF COMCAST CORP NEW CL A 134,039 134,039
    245 SH OF COSTCO WHOLESALE 92,311 92,311
    1,710 SH OF DISNEY WALT CO COM STK 309,818 309,818
    390 SH OF DOLLAR GENERAL CORP 82,017 82,017
    1,064 SH OF ELI LILLY & CO 179,646 179,646
    405 SH OF EQUINIX INC 289,243 289,243
    300 SH OF EVERBRIDGE INC 44,721 44,721
    1,863 SH OF FISERV INC WISC PV 212,121 212,121
    137 SH OF HOME DEPOT 36,390 36,390
    748 SH OF JOHNSON AND JOHNSON COM 117,720 117,720
    588 SH OF LOCKHEED MARTIN CORP 208,728 208,728
    1,080 SH OF MASTERCARD INC 385,495 385,495
    2,040 SH OF MERCK AND CO INC SHS 166,872 166,872
    1,682 SH OF MICROSOFT CORP 374,110 374,110
    98 SH OF NETFLIX COM INC 52,992 52,992
    2,978 SH OF NOVO NORDISK A S ADR 208,013 208,013
    554 SH OF OTIS WORLDWIDE CORP 37,423 37,423
    2,040 SH OF QUALCOMM INC 310,774 310,774
    1,871 SH OF PROCTER & GAMBLE CO 260,331 260,331
    2,057 SH OF TEXAS INSTRUMENT 337,615 337,615
    765 SH OF THERMO FISHER SCIENTIFIC 356,322 356,322
    4,694 SH OF TJX COS INC NEW 320,553 320,553
    976 SH OF UNITED PARCEL SVC CL B 164,358 164,358
    781 SH OF VULCAN MATERIALS CO 115,830 115,830
    835 SH OF 3M COMPANY 142,454 142,454

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    US Government Securities - End of Year Book Value:

    1,757
    US Government Securities - End of Year Fair Market Value:

    1,757
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    41,142 SH OF AMERICAN BOND FD FMV 567,344 567,344
    6,495 SH OF AMERICAN EURO PACIFIC FMV 449,125 449,125
    38,918 SH OF BLACKROCK STRATEGIC FMV 403,582 403,582
    21,101 SH OF BLACKROCK TOTAL RETURN FMV 258,063 258,063
    23,041 SH OF BLACKSTONE ALT MULTI FMV 235,945 235,945
    30,613 SH OF FIDELITY ADVISOR TOTAL FMV 345,932 345,932
    8,740 SH OF FIRST TRUST PREFERRED FMV 176,461 176,461
    4,835 SH OF FIRST TRUST LOW DURATION FMV 248,857 248,857
    1,096 SH OF ISHARES 1-3 YEAR FMV 94,672 94,672
    673 SH OF ISHARES TIPS FMV 85,908 85,908
    1,944 SH OF ISHARES GOLD TR FMV 35,245 35,245
    82,601 SH OF LORD ABBETT SHORT FMV 347,750 347,750
    3,063 SH OF NATIXIS GATEWAY FUND CL FMV 112,522 112,522
    1,617 SH OF PIMCO DYNAMIC CREDIT FMV 34,280 34,280
    1,330 SH OF VANGUARD SMALL CAP FMV 258,924 258,924
    3,500 SH OF VANGUARD SHORT TERM BOND FMV 290,150 290,150
    1,962 SH OF VANGUARD INTERMEDIATE-TERM FMV 190,589 190,589
    810 SH OF VANGUARD 500 INDEX FUND FMV 278,389 278,389
    1,228 SH OF BLACKROCK STRATEGIC INCOME FMV 12,734 12,734
    1,591 SH OF BLACKROCK TOTAL RETURN FUND INST FMV 19,460 19,460
    991 SH OF BLACKSTONE ALT MULTI STRATEGY FUND FMV 10,148 10,148
    7 SH OF NATIXIS GATEWAY FUND CL FMV 263 263
    NOBLE ROYALITY ACCESS FUND XI FMV 100,000 100,000
    KBS REIT II FMV 40,200 40,200
    NEW YORK CITY REIT CLASS A FMV 26,130 26,130
    NEW YORK CITY REIT CLASS B FMV 26,132 26,132

    TY 2020 LandEtcSchedule2
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BLDG IMPROVEMENTS 2,096 862 1,234  
    BLDG IMPROVEMENTS 9,979 4,277 5,702  
    ROOF 15,000 6,208 8,792  
    CABINETS 2,929 1,253 1,676  
    DRYWALL WORK-GARAGE STALLS 1,200 1,200 0  
    LOCKBOXES 411 411 0  
    ISLAND FLOOR 1,519 1,519 0  
    FURNITURE 3,544 3,544 0  
    APPLIANCES 2,414 2,414 0  
    BRADENTON FURNITURE 788 788 0  
    LAMPS 363 363 0  
    DECOR ITEMS 487 487 0  
    KITCHEN ITEMS 296 296 0  
    STEAM CLEANER 230 230 0  
    POOL PAVERS/INSTALLATION 11,750 11,750 0  
    KITCHEN CABINETS 8,618 8,618 0  
    LAND 415,139 0 415,139  
    BLDG 370,773 186,667 184,106  
    LANDSCAPING 20,731 20,731 0  
    AIR CONDITIONING UNITS 6,665 6,665 0  
    RANGE 494 494 0  
    CARPET 361 361 0  
    REMODELING 836 401 435  
    TRASH CANS 127 127 0  
    CARPET 1,589 1,589 0  
    TV 320 320 0  
    QUEEN BEDROOM SET 505 505 0  
    APPLIANCES 3,321 3,321 0  
    CARPET 3,178 3,178 0  
    BED, APPLIANCES, HOME DECOR 4,512 4,512 0  
    FURNITURE 4,841 4,841 0  
    BEDROOM SET 316 316 0  
    WASHER/DRYER 605 605 0  
    SWIMMING POOL IMPROVEMENTS 7,795 7,795 0  
    IMPROVEMENTS 75,565 35,933 39,632  
    STOCKADE FOR DUMPSTER 670 670 0  
    ELECTRICAL WIRING 778 377 401  
    ELECTRICAL WIRING 744 354 390  
    ELECTRICAL WIRING 1,076 523 553  
    BLDG IMPROVEMENTS-PLUMBING 4,275 2,095 2,180  
    FURNITURE 1,500 1,500 0  
    SIGNS 497 497 0  
    DISHWASHER 400 400 0  
    FURNITURE 5,530 5,530 0  
    ARTWORK 408 408 0  
    REFRIGERATOR 565 565 0  
    PLUMBING 1,125 545 580  
    HERON 128 128 0  
    FRAMES 384 384 0  
    PLANTS 393 393 0  
    LABOR 4,660 2,218 2,442  
    FURNITURE 1,764 1,764 0  
    FURNITURE 668 668 0  
    LANDSCAPING 10,309 10,309 0  
    PAVERS 7,521 7,521 0  
    CARPET 325 325 0  
    CARPET 1,111 1,111 0  
    LIGHTING 222 222 0  
    FRAMES 242 242 0  
    REMODEL UNIT 3 - ELECTRIC 368 154 214  
    PLUMBING 4,149 1,975 2,174  
    TELEPHONES 810 810 0  
    PRINTER 399 399 0  
    PDS REFRIGERATOR 434 434 0  
    PDS SIGNS 130 130 0  
    ONLINE 194 194 0  
    SIGNS NOW 361 361 0  
    COUCH 1,460 1,460 0  
    BLINDS 171 171 0  
    LOCKS 180 180 0  
    FURNITURE 3,804 3,804 0  
    MATTRESSES 1,242 1,242 0  
    NEW OFFICE FURNITURE - KATHIE 1,646 1,646 0  
    FENCING - PLAYA DEL SOL 3,852 920 2,932  
    LAPTOP COMPUTER 1,445 1,445 0  
    PRINTER 545 545 0  
    COMPUTER 1,055 1,055 0  
    IPAD TABLET 800 800 0  
    IPAD ACCESSORIES 280 280 0  
    BOOKSHEVLES 194 194 0  
    MATTRESSES 609 609 0  
    MATTRESSES 2,588 2,588 0  
    REFRIGERATOR 1,134 1,134 0  
    DISHWASHER 537 537 0  
    PDS TELEVISIONS (2) 730 730 0  
    IPAD 660 660 0  
    PRINTER 543 543 0  
    COMPUTER 200 200 0  
    PRESSURE WASHERS PDS 404 404 0  
    LOWES APPLIANCES PDS 3,204 3,204 0  
    DISHWASHER/ MICROWAVE/ 1,002 1,002 0  
    PATIO FURNITURE 635 635 0  
    4 STACK WASHERS AND DRYERS 6,817 6,817 0  
    4 AIR CONDITIONING UNITS 14,627 14,627 0  
    COMPUTER 2,100 2,100 0  
    PDS ROOF REPAIR 6,644 673 5,971  
    PLAYA DEL SOL ISLAND PROPERTY REMODEL 162,260 8,322 153,938  
    (4) MATTRESSES 10,300 6,866 3,434  
    MICROWAVE OVEN 972 388 584  
    HOME DCOR AND CURTAINS 3,312 1,324 1,988  
    GARBAGE CAN 29 12 17  
    (4) COUCHES 3,003 1,202 1,801  
    (4) CHAIRS 1,060 424 636  
    FURNITURE CUSHIONS 460 184 276  
    MICROWAVE OVEN 1,462 584 878  
    PDS BASEBOARDS 213 85 128  
    PDS BASEBOARDS 423 168 255  
    ARNOLD'S CLEAN AIR & HEAT 5,670 2,225 3,445  
    PDS - DOOR TRIM 132 48 84  
    PDS RENOVATION 30,214 9,851 20,363  
    PDS RENOVATION - BRINGMAN ROOFING, GUTTERS, LABOR 4,511 1,381 3,130  
    DECK REPAIRS 13,500 4,091 9,409  
    PDS FLOORING 2,111 622 1,489  
    PDS - DEPOSIT FOR WORK TO BE DONE 1,000 265 735  
    PDS INSULATION REPAIR 783 207 576  
    LABOR 10,477 2,681 7,796  
    PDS WINDOW REPAIR 3,553 910 2,643  
    POOL REPAIRS 18,885 4,512 14,373  
    PDS - PICTURES 249 165 84  
    PDS - PICTURES 56 36 20  
    PDS - PILLOWS 339 210 129  
    PDS - (2) MICROWAVE OVENS 332 116 216  
    PDS MICROWAVE OVEN 233 82 151  
    PDS UMBRELLAS 765 258 507  
    PDS STOVE 23 8 15  
    PDS STACK WASHER & DRYER 1,360 381 979  
    PDS HOUSEWARES 124 27 97  
    PDS - WASHING MACHINE 1,743 341 1,402  
    LASER PRINTER 1,198 352 846  
    PDS - STACKING WASHING MACHINE 2,651 286 2,365  
    COMPUTER 1,391 149 1,242  
    COMPUTER 1,285 134 1,151  
    IPAD 950 136 814  
    LASER PRINTER TONER 1,122 37 1,085  


    TY 2020 OtherAssetsSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ESCROW ACCOUNTS 28,257 28,257 28,257


    TY 2020 OtherExpensesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 827 232   624
    CLEANING SERVICE 8,200 0   8,200
    UTILITIES - BUILDING 10,217 0   10,217
    TRASH REMOVAL - BUILDING 886 0   886
    TELEPHONE AND COMMUNICATIONS 4,350 0   4,320
    SUPPLIES - BUILDING 4,635 0   4,635
    REPAIRS AND MAINTENANCE - BUILDING 12,287 0   12,287
    MISCELLANEOUS EXPENSES 4,283 0   3,542
    DISPOSAL OF OLD FURNITURE AND FIXTURES 1,258 0   0
    POSTAGE AND SHIPPING 186 0   186
    OFFICE EXPENSES 6,588 0   7,047
    MISCELLANEOUS RENTAL EXPENSES 18,752 0   18,341
    INSURANCE EXPENSE 830 0   830
    INFORMATION TECHNOLOGY SUPPORT 190 0   190
    DUES AND SUBSCRIPTIONS 2,671 0   2,671
    CABLE - BUILDING 1,219 0   1,219
    PAYROLL ADMINISTRATIVE FEES 2,666 0   2,666
    FILING FEE 36 0   36
    INVESTMENT EXPENSES THRU K-1'S 17,222 17,222   0


    TY 2020 OtherIncomeSchedule2
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES THRU K-1'S 18,414 18,414 18,414
    RENTAL LOSS THRU K-1'S -494 -494 -494
    OTHER INVESTMENT INCOME 673 673 673


    TY 2020 OtherIncreasesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Amount
    CHANGE IN UNREALIZED GAIN ON INVESTMENTS 1,055,077


    TY 2020 OtherLiabilitiesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS 70,860 78,725
    DUE TO OFFICER 429 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES - MERRILL LYNCH 99,508 99,508   0


    TY 2020 TaxesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 1,720 0   1,720
    FOREIGN TAXES PAID 1,791 1,791   0