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
SOUDER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

39-1560019
B Telephone number (see instructions)

(312) 630-6000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$32,701,158
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 597,057 589,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -520,630
b Gross sales price for all assets on line 6a 7,927,922
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 2,534 16,767  
12 Total. Add lines 1 through 11........ 78,961 606,339  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... 2,500 1,250 0 1,250
c Other professional fees (attach schedule).... 214,319 95,027   119,292
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 18,250 18,250   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)....... 4,013 4,013    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 239,082 118,540 0 120,542
25 Contributions, gifts, grants paid....... 1,438,000 1,438,000
26 Total expenses and disbursements. Add lines 24 and 25 1,677,082 118,540 0 1,558,542
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,598,121
b Net investment income (if negative, enter -0-) 487,799
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.............      
2 Savings and temporary cash investments......... 406,362 310,347 310,347
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)....... 16,368,289 Click to see attachment15,256,911 27,285,559
c Investments—corporate bonds (attach schedule)....... 4,580,335 Click to see attachment4,183,755 4,381,234
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 724,180   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment415,000 Click to see attachment403,841 Click to see attachment724,018
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,494,166 20,154,854 32,701,158
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 22,494,166 20,154,854
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,494,166 20,154,854
30 Total liabilities and net assets/fund balances (see instructions). 22,494,166 20,154,854
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,494,166
2
Enter amount from Part I, line 27a .....................
2
-1,598,121
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,000
4
Add lines 1, 2, and 3 ..........................
4
20,898,045
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
743,191
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,154,854
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 63. AAC TECHNOLOGIES HOLDINGS INC.   2018-04-30 2020-01-28
b 733. AAC TECHNOLOGIES HOLDINGS INC.   2019-04-25 2020-05-14
c 100. ABB LTD SPONSORED ADR   2016-11-10 2020-03-30
d 194. ABB LTD SPONSORED ADR   2019-08-29 2020-05-14
e 1861. ABB LTD SPONSORED ADR   2019-01-10 2020-05-14
27. ADR AIA GROUP LTD SPONSORED ADR   2018-04-27 2020-03-03
129. ADR ASM PAC TECHNOLOGY LTD ADR   2018-10-12 2020-05-14
40. ADR ASM PAC TECHNOLOGY LTD ADR   2019-08-16 2020-05-14
152. AARON RENTS INC-CL A   2019-11-06 2020-05-14
81. ABBOTT LABORATORIES   2016-07-07 2020-02-27
182. ABBOTT LABORATORIES   2016-07-07 2020-02-28
3. ABBOTT LABORATORIES   2016-07-07 2020-10-15
870. ADAPTIVE BIOTECHNOLOGIES CORP COM USD0.0001   2019-09-25 2020-02-26
870. ADAPTIVE BIOTECHNOLOGIES CORP COM USD0.0001   2019-09-26 2020-02-27
4. ADR ADIDAS AG SPONSORED ADR   2019-02-01 2020-03-03
25. AGREE RLTY CORP COM COM   2020-04-02 2020-05-14
16. ADR AIR LIQUIDE ADR   2018-04-27 2020-06-01
22. AIR PRODUCTS & CHEMICALS INC   2016-11-28 2020-07-13
773. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2020-05-11 2020-05-14
1. AKAMAI TECHNOLOGIES INC   2011-07-06 2020-04-09
111. AKAMAI TECHNOLOGIES INC   2011-07-06 2020-04-13
70. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-02-06
42. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-05-13
782. ADR AKZO NOBEL N V SPONSORED ADR NEW   2013-04-24 2020-05-14
192. ADR AKZO NOBEL N V SPONSORED ADR NEW   2020-03-10 2020-05-14
22. ADR ALFA LAVAL AB SWEDEN ADR   2018-08-27 2020-06-01
696. ALLEGHENY TECHNOLOGIES INC   2016-12-15 2020-05-13
26. ALLEGIANT TRAVEL CO COM   2019-05-22 2020-04-02
25. ALLEGIANT TRAVEL CO COM   2019-08-26 2020-04-08
147. ALLETE INC COM NEW   2020-05-05 2020-05-14
43. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2018-04-27 2020-03-03
43. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2018-05-26 2020-05-14
806. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2020-04-01 2020-05-14
13. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2018-04-27 2020-06-01
194. ADR AMADEUS IT GROUP S A ADS   2020-05-13 2020-05-14
165.99993 ADR AMADEUS IT GROUP S A ADS   2019-07-19 2020-05-29
352.00007 ADR AMADEUS IT GROUP S A ADS   2019-07-19 2020-05-29
689. ADR AMBEV SA SPONSORED ADR   2019-01-11 2020-05-14
555. AMERICA MOVIL S A DE CV SPON ADR SER L SHARES   2019-01-11 2020-05-14
87. AMERICA MOVIL S A DE CV SPON ADR SER L SHARES   2019-07-12 2020-05-14
111. AMERICAN EAGLE OUTFITTERS NEW   2019-03-06 2020-02-27
396. AMERICAN EAGLE OUTFITTERS NEW   2019-02-20 2020-02-27
40. AMERICOLD RLTY TR COM   2019-06-18 2020-07-13
495. AMETEK INC NEW   2016-11-28 2020-02-10
505. AMETEK INC NEW   2016-11-28 2020-04-15
1. AMGEN INC   2016-08-26 2020-10-15
341. ADR ANGLO AMERN PLC SPONSORED ADR   2020-03-31 2020-05-14
215. ADR ANHUI CONCH CEM CO LTD ADR   2019-05-07 2020-05-14
127. #REORG/APERGY CORP NAME AND CUSIP CHANGE CHAMPIONX COR 2G1VAU3 06   2018-12-20 2020-04-14
226. #REORG/APERGY CORP NAME AND CUSIP CHANGE CHAMPIONX COR 2G1VAU3 06   2018-12-20 2020-04-17
300. APPLE COMPUTER INC   2015-08-24 2020-11-23
52. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-02-06
14. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-03-05
57. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-03-13
35. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-03-25
31. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-04-01
31. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-11
17. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-12
10. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-13
393. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-14
103. ATLANTIC UN BANKSHARES CORP COM   2018-03-15 2020-03-18
259. ATLANTIC UN BANKSHARES CORP COM   2019-03-06 2020-05-14
26. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A   2017-12-01 2020-03-03
8. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A   2017-12-01 2020-06-01
29. AUTODESK, INC   2009-12-24 2020-07-30
6. AUTODESK, INC   2009-12-24 2020-07-31
3. AUTOMATIC DATA PROCESSING INC   2019-10-15 2020-10-15
25000. AVALONBAY COMMUNITIES INC 3.625 DUE 10-01-2020 REG   2018-09-21 2020-03-11
309. ADR AVIVA ADR   2017-11-03 2020-02-06
329. ADR AVIVA ADR   2019-09-05 2020-05-14
1636. ADR AVIVA ADR   2018-12-04 2020-05-14
1048. BASF AG SPONSORED ADR 00   2020-05-06 2020-05-14
2696. BASF AG SPONSORED ADR 00   2018-10-23 2020-05-14
90. ADR BB SEGURIDADE PARTICIPACOES S A SPONSORED ADR   2019-08-15 2020-05-14
642. ADR BB SEGURIDADE PARTICIPACOES S A SPONSORED ADR   2019-01-11 2020-05-14
254. BP AMOCO P L C SPONSORED ADR   2019-01-10 2020-03-10
212. BP AMOCO P L C SPONSORED ADR   2017-05-11 2020-03-24
178. BP AMOCO P L C SPONSORED ADR   2017-05-05 2020-03-30
86. BP AMOCO P L C SPONSORED ADR   2019-11-13 2020-05-14
306. BP AMOCO P L C SPONSORED ADR   2017-07-06 2020-05-14
135. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-07-23 2020-01-08
833. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-12-12 2020-05-14
700. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2020-03-25 2020-05-14
48. BWX TECHNOLOGIES INC COM   2020-04-29 2020-05-14
5. BAIDU COM INC SPONSORED ADR SHS   2018-04-30 2020-03-03
16. BAIDU COM INC SPONSORED ADR SHS   2019-07-12 2020-05-14
24. BAIDU COM INC SPONSORED ADR SHS   2018-04-30 2020-05-14
53. BAIDU COM INC SPONSORED ADR SHS   2019-12-19 2020-05-14
251. BAIDU COM INC SPONSORED ADR SHS   2018-12-21 2020-05-14
103. BAIDU COM INC SPONSORED ADR SHS   2020-04-07 2020-05-29
426. BAIDU COM INC SPONSORED ADR SHS   2018-08-27 2020-05-29
1078. ADR BALFOUR BEATTY PLC SPONSORED ADR REPSTG 2 SHS   2015-08-06 2020-05-14
134. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2013-02-22 2020-03-03
4889. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2020-04-28 2020-05-14
134. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2013-02-22 2020-05-14
1. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2013-02-22 2020-06-01
726. ADR BANCO DO BRASIL S A SPONSORED ADR ADR   2018-04-30 2020-05-14
240. ADR BANCO DO BRASIL S A SPONSORED ADR ADR   2019-08-15 2020-05-14
25000. BANK NEW YORK INC 4.6 01-15-2020 BEO   2018-09-21 2020-01-15
399. BARCLAYS PLC ADR   2018-06-26 2020-03-25
3937. BARCLAYS PLC ADR   2018-12-21 2020-05-14
3270. BARCLAYS PLC ADR   2020-04-07 2020-05-14
136. BARRETT BUSINESS SVCS INC COM   2020-04-29 2020-05-14
1534. BAYER A G 00   2019-12-18 2020-05-14
50000. BERKSHIRE HATHAWAY FIN CORP 2.9% DUE 10-15-2020 REG   2014-08-28 2020-10-15
29. ADR BIDVEST GROUP LTD SPONSORED ADR 2008ADR   2019-08-15 2020-05-14
124. ADR BIDVEST GROUP LTD SPONSORED ADR 2008ADR   2019-01-11 2020-05-14
147. BLACK HILLS CORP   2020-05-05 2020-05-14
1. BLACKROCK INC CL A   2019-07-09 2020-10-15
356. BORG WARNER AUTOMOTIVE INC   2018-01-12 2020-06-02
120. BOYD GAMING CORP COM   2019-11-20 2020-04-02
128. BOYD GAMING CORP COM   2019-11-19 2020-04-03
88. BRITISH AMERN TOB PLC SPONSORED ADR   2015-08-06 2020-03-02
44. BRITISH AMERN TOB PLC SPONSORED ADR   2016-12-14 2020-03-05
119. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2020-04-16
909. BRITISH AMERN TOB PLC SPONSORED ADR   2018-11-30 2020-05-14
131. BROOKS AUTOMATION INC COM   2020-05-05 2020-05-14
28. CNOOC LTD SPND ADR 00   2018-04-30 2020-05-06
35. CNOOC LTD SPND ADR 00   2020-01-14 2020-05-14
15. CNOOC LTD SPND ADR 00   2019-01-11 2020-05-14
201. CNO FINL GROUP INC COM   2018-07-19 2020-03-03
122. CNO FINL GROUP INC COM   2019-11-12 2020-03-05
60. CNO FINL GROUP INC COM   2018-07-25 2020-03-05
172. CNO FINL GROUP INC COM   2018-07-25 2020-03-05
155. CVR ENERGY INC COM STK   2020-05-05 2020-05-14
153. CABOT CORP   2013-09-24 2020-04-09
7372. ADR CAIXABANK ADR   2019-07-29 2020-05-14
13517. ADR CAIXABANK ADR   2019-01-10 2020-05-14
159. CALLAWAY GOLF CO   2020-04-16 2020-05-14
154. CANADIAN IMPERIAL BK COMM TORONTO ONT COM STK   2018-12-12 2020-05-14
7. CANADIAN NATL RY CO COM   2018-08-27 2020-03-03
305. CANADIAN NATL RY CO COM   2018-08-27 2020-05-07
152. #REORG/CANTEL MED CASH AND STOCK MERGER STERIS PLC 2W1LAA2 06-02-   2019-01-14 2020-04-01
233. CARETRUST REIT INC COM   2019-12-11 2020-03-18
225. CARMAX INC COM   2017-09-28 2020-03-31
1000. CARMAX INC COM   2018-11-08 2020-07-07
944. CARREFOUR SA SPONSORED ADR   2019-03-15 2020-03-19
1061. CARREFOUR SA SPONSORED ADR   2019-03-27 2020-04-16
84. CARREFOUR SA SPONSORED ADR   2019-03-27 2020-05-14
3844. CARREFOUR SA SPONSORED ADR   2019-10-22 2020-05-14
33. CARTER INC FORMERLY CARTER HLDGS INC TO 09/13/2003 COM   2020-04-21 2020-05-14
229. CHEGG INC COM   2018-08-13 2020-05-08
124. CHEGG INC COM   2018-08-13 2020-07-27
81. CHEGG INC COM   2020-05-20 2020-07-28
96. CHEGG INC COM   2018-08-13 2020-07-28
17. CHEMED CORP NEW COM   2006-08-23 2020-04-27
1000. CHEVRONTEXACO CORP   2017-09-28 2020-09-29
1000. CHEVRONTEXACO CORP   2020-03-31 2020-09-29
2. CHEVRONTEXACO CORP   2019-02-04 2020-10-15
252. ADR CHINA CONSTR BK CORP ADR   2018-04-30 2020-03-23
89. ADR CHINA CONSTR BK CORP ADR   2018-04-30 2020-03-30
246. ADR CHINA CONSTR BK CORP ADR   2019-07-12 2020-05-14
427. ADR CHINA CONSTR BK CORP ADR   2019-05-02 2020-05-14
174. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2014-08-23 2020-03-05
64. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2014-08-13 2020-03-13
58. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2014-08-13 2020-03-19
65. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2016-02-03 2020-03-25
62. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-03-27 2020-03-30
149. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-23 2020-04-07
86. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-28 2020-04-21
80. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-28 2020-04-28
117. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-07-06 2020-05-04
89. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-03-02 2020-05-06
105. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-06-26 2020-05-07
1. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-06-20 2020-05-07
120. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-12-19 2020-05-11
92. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-12-19 2020-05-12
81. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-12-17 2020-05-14
169. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-04-30 2020-05-14
15. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-03-27 2020-06-01
931. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-03-27 2020-12-17
468. ADR CHINA SHENHUA ENERGY CO LTD ADR   2019-01-11 2020-05-14
269. ADR CHINA SHENHUA ENERGY CO LTD ADR   2019-08-15 2020-05-14
313. ADR CHINA MERCHANTS BK CO LTD   2020-04-17 2020-05-14
3. ADR CHUGAI PHARMACEUTICALS CO LTD   2019-03-07 2020-03-03
59. ADR CHUGAI PHARMACEUTICALS CO LTD   2019-03-07 2020-04-07
1459. ADR CIELO S A SPONSORED ADR   2019-01-11 2020-05-14
254. CISCO SYS INC   2012-12-12 2020-01-08
516. CISCO SYS INC   2012-12-12 2020-10-15
10. COMCAST CORP NEW CL A   2019-04-16 2020-10-15
252. ADR COMMERCIAL INTL BK EGYPT S A E AMERNDEPOSITORY RCPT   2019-10-18 2020-05-14
1135. ADR COMMERCIAL INTL BK EGYPT S A E AMERNDEPOSITORY RCPT   2019-01-11 2020-05-14
5025. ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR   2020-05-06 2020-05-14
659. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2020-05-05 2020-05-14
100. COSTAR GROUP INC   2016-03-30 2020-04-15
97. CRANE CO   2020-04-14 2020-05-14
106. CROWN CASTLE INTL CORP NEW COM   2015-11-13 2020-03-17
1. CROWN CASTLE INTL CORP NEW COM   2015-11-13 2020-10-15
12. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2018-04-27 2020-03-03
249. DANA INC COM   2019-11-12 2020-04-16
190. DANA INC COM   2019-06-12 2020-04-21
284. ADR DANONE SPONSORED ADR   2019-02-13 2020-04-16
977. ADR DANONE SPONSORED ADR   2020-01-15 2020-05-14
352. ADR DANONE SPONSORED ADR   2019-02-04 2020-05-14
112.00004 DARDEN RESTAURANTS INC   2019-09-23 2020-03-17
135.99996 DARDEN RESTAURANTS INC   2019-09-23 2020-03-17
247. ADR DENTSU GROUP INC UNSP ADS EACH REP 1 ORD SHS   2019-07-19 2020-03-23
525. ADR DENTSU GROUP INC UNSP ADS EACH REP 1 ORD SHS   2019-01-23 2020-03-23
828. DEUTSCHE POST AG SPONSORED ADR   2018-12-14 2020-05-14
109. DEUTSCHE POST AG SPONSORED ADR   2020-01-29 2020-05-14
200. DEXCOM INC COM   2017-12-27 2020-02-25
250. DEXCOM INC COM   2017-12-27 2020-09-29
4. ADR DIAGEO PLC SPONSORED ADR NEW   2019-03-06 2020-03-03
4. ADR DIAGEO PLC SPONSORED ADR NEW   2019-04-02 2020-05-14
43. ADR DIAGEO PLC SPONSORED ADR NEW   2020-03-30 2020-05-14
1. ADR DIAGEO PLC SPONSORED ADR NEW   2019-03-06 2020-06-01
275. WALT DISNEY CO   2018-11-09 2020-03-16
1000. WALT DISNEY CO   2018-10-10 2020-04-21
200. DOCUSIGN INC COM   2018-12-31 2020-12-30
2000. DOLBY LABORATORIES INC CL A   2019-06-20 2020-04-22
1. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2020-05-21 2020-12-10
214. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2020-05-21 2020-12-11
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169. ADR SSE SPONSORED ADR   2018-01-04 2020-03-02
222. ADR SSE SPONSORED ADR   2018-01-04 2020-03-09
183. ADR SSE SPONSORED ADR   2018-08-01 2020-03-13
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366. ADR SAFRAN ADR   2020-03-24 2020-04-01
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156. SANDY SPRING BANCORP INC CMT-COM CMT-COM   2020-03-31 2020-05-14
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225. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2015-08-06 2020-05-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 474   908 -434
b 3,695   6,678 -2,983
c 1,716   2,140 -424
d 3,337   3,649 -312
e 32,009   38,562 -6,553
1,048   957 91
3,869   4,098 -229
1,200   1,382 -182
4,689   9,324 -4,635
6,497   3,358 3,139
13,820   7,544 6,276
321   124 197
25,746   30,302 -4,556
24,174   29,447 -5,273
555   456 99
1,447   1,497 -50
434   379 55
6,135   3,121 3,014
10,286   11,309 -1,023
97   32 65
10,420   3,046 7,374
2,261   2,115 146
1,035   966 69
18,760   16,523 2,237
4,606   5,136 -530
446   581 -135
4,584   15,330 -10,746
1,827   3,772 -1,945
2,045   3,543 -1,498
7,207   11,135 -3,928
935   1,017 -82
656   806 -150
12,299   13,567 -1,268
241   308 -67
7,674   8,672 -998
8,719   13,397 -4,678
18,488   28,408 -9,920
1,347   4,558 -3,211
6,851   10,266 -3,415
1,074   1,274 -200
1,448   2,306 -858
5,166   8,079 -2,913
1,435   1,327 108
48,441   23,032 25,409
38,319   23,498 14,821
234   172 62
2,846   3,008 -162
7,905   6,094 1,811
1,095   4,050 -2,955
1,485   6,665 -5,180
34,307   7,845 26,462
2,599   1,413 1,186
673   380 293
2,235   1,549 686
1,395   951 444
1,367   842 525
1,666   1,190 476
928   653 275
552   384 168
21,002   11,746 9,256
2,268   4,065 -1,797
4,980   9,770 -4,790
931   931  
319   287 32
6,873   748 6,125
1,430   155 1,275
442   492 -50
25,250   25,111 139
3,257   4,256 -999
1,842   2,977 -1,135
9,161   17,588 -8,427
11,832   17,575 -5,743
30,437   59,385 -28,948
347   762 -415
2,472   5,110 -2,638
6,449   9,277 -2,828
4,423   7,444 -3,021
4,199   6,221 -2,022
1,884   3,386 -1,502
6,703   10,604 -3,901
3,953   4,145 -192
11,698   21,796 -10,098
9,830   13,589 -3,759
2,441   2,588 -147
600   1,260 -660
1,515   1,840 -325
2,272   5,905 -3,633
4,973   6,335 -1,362
23,551   47,829 -24,278
10,777   10,992 -215
44,572   84,643 -40,071
6,231   9,390 -3,159
633   1,333 -700
13,449   23,485 -10,036
369   1,452 -1,083
3   10 -7
3,129   7,659 -4,530
1,034   2,754 -1,720
25,000   25,000  
1,850   4,163 -2,313
18,267   37,875 -19,608
15,172   17,854 -2,682
5,364   8,581 -3,217
22,963   26,059 -3,096
50,000   50,703 -703
427   663 -236
1,828   4,846 -3,018
8,234   8,488 -254
646   475 171
11,940   6,960 4,980
1,429   3,653 -2,224
1,420   3,876 -2,456
3,454   5,232 -1,778
1,838   2,566 -728
4,411   6,765 -2,354
33,526   36,099 -2,573
4,845   4,551 294
3,094   4,773 -1,679
3,742   6,161 -2,419
1,604   2,549 -945
3,297   3,998 -701
1,891   2,153 -262
930   1,180 -250
2,706   3,397 -691
2,926   3,584 -658
4,678   6,458 -1,780
3,435   6,489 -3,054
6,299   15,686 -9,387
1,791   1,707 84
8,680   12,859 -4,179
603   628 -25
24,691   22,869 1,822
5,042   11,930 -6,888
1,853   4,962 -3,109
12,220   17,086 -4,866
88,467   63,186 25,281
2,835   3,691 -856
3,119   4,053 -934
223   320 -97
10,225   14,405 -4,180
2,409   2,375 34
14,301   6,715 7,586
9,220   3,636 5,584
5,954   5,089 865
7,057   2,815 4,242
7,808   661 7,147
71,700   89,267 -17,567
71,700   74,555 -2,855
147   236 -89
3,851   5,282 -1,431
1,424   1,865 -441
3,825   3,941 -116
6,640   8,678 -2,038
6,906   9,986 -3,080
2,133   3,610 -1,477
1,808   3,271 -1,463
2,354   3,603 -1,249
2,234   3,021 -787
5,981   8,144 -2,163
3,286   4,600 -1,314
3,241   4,261 -1,020
4,499   6,092 -1,593
3,408   4,452 -1,044
4,012   4,821 -809
38   45 -7
4,527   5,398 -871
3,470   3,695 -225
2,961   3,330 -369
6,178   8,102 -1,924
533   776 -243
26,221   48,170 -21,949
3,117   4,628 -1,511
1,792   2,091 -299
7,202   7,445 -243
631   419 212
14,059   8,235 5,824
738   6,985 -6,247
12,061   5,039 7,022
20,405   10,237 10,168
449   420 29
968   1,240 -272
4,359   4,714 -355
26,388   34,724 -8,336
8,785   8,764 21
64,058   18,571 45,487
4,513   7,351 -2,838
15,620   8,612 7,008
168   80 88
831   1,091 -260
2,042   4,431 -2,389
1,548   3,187 -1,639
3,801   4,209 -408
12,615   16,039 -3,424
4,545   5,216 -671
4,461   13,379 -8,918
5,417   17,095 -11,678
4,508   8,424 -3,916
9,583   25,077 -15,494
22,993   26,534 -3,541
3,027   3,928 -901
56,440   11,418 45,022
101,644   14,272 87,372
582   632 -50
530   559 -29
5,692   5,473 219
143   158 -15
26,257   32,420 -6,163
100,177   115,354 -15,177
45,565   8,084 37,481
112,559   130,240 -17,681
80   54 26
17,123   11,576 5,547
25,000   25,000  
4,959   3,908 1,051
1,270   2,133 -863
1,593   2,875 -1,282
3,883   3,344 539
4,051   3,535 516
7,013   6,791 222
3,522   3,482 40
3,039   3,349 -310
3,999   4,951 -952
908   4,130 -3,222
1,356   6,502 -5,146
2,108   7,097 -4,989
217   737 -520
7,443   3,164 4,279
3,043   3,463 -420
93,393   39,988 53,405
474   425 49
12,035   10,618 1,417
14,044   12,705 1,339
7,775   9,812 -2,037
6,715   21,263 -14,548
14,414   50,620 -36,206
331   1,119 -788
4,291   12,669 -8,378
23,973   46,211 -22,238
31,492   62,983 -31,491
1,624   3,798 -2,174
3,054   4,742 -1,688
2,468   4,911 -2,443
3,374   4,087 -713
1,240   1,501 -261
17,626   20,313 -2,687
22,232   25,022 -2,790
391   475 -84
4,992   7,560 -2,568
4,148   4,851 -703
23,236   5,956 17,280
393,085   570,999 -177,914
426,030   467,329 -41,299
1,130   1,467 -337
1,552   1,827 -275
2,494   2,773 -279
4,601   620 3,981
13,997   15,274 -1,277
2,937   4,697 -1,760
2,401   2,261 140
2,993   2,642 351
5,240   4,584 656
2,832   3,434 -602
4,282   4,440 -158
11,153   3,127 8,026
3,721   560 3,161
2,956   5,289 -2,333
657   1,361 -704
4,928   5,482 -554
6,283   10,976 -4,693
338   404 -66
20,368   32,506 -12,138
25,694   33,697 -8,003
4,623   5,371 -748
3,102   3,422 -320
3,516   3,487 29
1,869   1,699 170
2,765   2,587 178
605   770 -165
5,786   6,113 -327
1,707   1,362 345
12,180   5,076 7,104
33,655   27,517 6,138
29,286   17,373 11,913
26,686   14,302 12,384
3,787   5,033 -1,246
2,954   4,208 -1,254
3,055   4,366 -1,311
4,780   3,282 1,498
4,279   2,358 1,921
1,527   1,842 -315
563   392 171
10,299   7,038 3,261
1,067   862 205
408   331 77
653   523 130
5,393   6,194 -801
1,798   2,405 -607
3,125   6,309 -3,184
22,825   24,976 -2,151
143   143  
16,791   16,190 601
15,938   11,943 3,995
7,541   7,862 -321
3,494   4,093 -599
7,476   16,962 -9,486
16,710   22,846 -6,136
1,696   1,846 -150
2,904   678 2,226
10,095   14,489 -4,394
33,828   37,831 -4,003
122,157   114,968 7,189
2,138   2,970 -832
7,455   717 6,738
6,182   552 5,630
4,449   5,418 -969
27,141   11,988 15,153
710   424 286
7,326   4,359 2,967
32,354   15,529 16,825
6,605   2,857 3,748
20,045   8,703 11,342
15,990   7,241 8,749
42,648   19,199 23,449
3,584   6,855 -3,271
859   1,597 -738
4,240   7,520 -3,280
600   905 -305
5,003   11,243 -6,240
1,424   3,518 -2,094
1,331   2,322 -991
1,696   622 1,074
2,156   769 1,387
4,014   1,489 2,525
4,685   1,776 2,909
3,785   1,316 2,469
481   374 107
5,880   5,159 721
4,041   3,595 446
95   37 58
7,057   2,778 4,279
226   246 -20
2,579   3,319 -740
10,969   9,150 1,819
710   1,106 -396
2,982   4,869 -1,887
13,004   13,528 -524
552   750 -198
890   779 111
288   243 45
2,828   4,069 -1,241
3,986   4,914 -928
4,320   5,723 -1,403
558   1,529 -971
1,616   2,653 -1,037
437   341 96
3,238   3,390 -152
4,212   3,504 708
1,480   1,304 176
5,927   4,874 1,053
10,723   8,920 1,803
13,519   11,992 1,527
16,460   14,124 2,336
1,686   1,362 324
1,373   876 497
1,656   1,469 187
8,159   7,580 579
1,522   5,805 -4,283
246   989 -743
5,395   4,377 1,018
3,887   5,082 -1,195
2,658   4,059 -1,401
3,087   3,688 -601
687   492 195
8,686   6,473 2,213
16,828   7,267 9,561
1,753   745 1,008
5,046   2,174 2,872
21,214   9,233 11,981
11,634   5,152 6,482
1,999   2,056 -57
695   726 -31
3,098   3,442 -344
2,845   3,179 -334
50,818   46,052 4,766
4,782   27,832 -23,050
15,281   2,308 12,973
14,802   2,227 12,575
20,728   3,639 17,089
22,958   4,264 18,694
12,023   2,254 9,769
439   54 385
42,127   10,499 31,628
44,643   10,291 34,352
3,334   4,150 -816
1,105   1,713 -608
1,400   1,798 -398
524   515 9
3,472   4,889 -1,417
2,772   3,267 -495
4,829   6,653 -1,824
22,218   20,662 1,556
1,775   1,256 519
1,560   1,221 339
2,293   2,544 -251
1,007   5,541 -4,534
1,410   1,119 291
13,669   12,223 1,446
33,743   25,870 7,873
954   769 185
912   745 167
325   232 93
324   232 92
5,897   3,409 2,488
7,030   2,792 4,238
287,621   341,778 -54,157
15,000   15,510 -510
769   589 180
732   589 143
4,399   3,227 1,172
23,464   11,854 11,610
10,772   11,642 -870
437   439 -2
25,438   24,773 665
2,149   3,773 -1,624
13,057   21,764 -8,707
4,575   9,522 -4,947
7   21 -14
2,288   43,074 -40,786
914   8,535 -7,621
1,853   9,378 -7,525
5,447   5,439 8
2,923   2,885 38
307   360 -53
327   424 -97
25,000   25,000  
3,495   4,014 -519
4,337   8,605 -4,268
3,028   6,996 -3,968
4,649   3,446 1,203
35,097   95,209 -60,112
500   247 253
8,749   4,155 4,594
9,678   2,925 6,753
1,130   785 345
4,176   5,582 -1,406
696   707 -11
18,555   15,966 2,589
12,396   14,651 -2,255
54,122   48,095 6,027
815   1,116 -301
1,870   1,693 177
1,217   1,148 69
1,550   1,758 -208
6,243   7,686 -1,443
585   571 14
2,900   2,951 -51
40   44 -4
535   1,170 -635
1,097   2,215 -1,118
631   790 -159
1,663   2,060 -397
1,326   1,672 -346
934   1,186 -252
2,384   2,950 -566
88,814   57,510 31,304
9,711   4,785 4,926
8,394   9,883 -1,489
5,518   5,796 -278
16,382   22,559 -6,177
135,790   134,499 1,291
1,610   1,010 600
2,294   1,606 688
5,765   3,721 2,044
5,967   5,792 175
3,583   2,949 634
3,567   3,126 441
317   300 17
3,399   4,962 -1,563
14,600   20,232 -5,632
1,907   4,938 -3,031
2,165   5,834 -3,669
1,779   1,750 29
612   590 22
15,233   15,607 -374
5,027   5,029 -2
4,712   5,678 -966
6,469   6,190 279
4,765   3,143 1,622
1,170   555 615
1,111   555 556
912   514 398
1,211   616 595
22,480   18,245 4,235
21,945   10,068 11,877
10,285   22,835 -12,550
10,267   41,855 -31,588
15,934   19,868 -3,934
1,426   2,318 -892
6,193   9,632 -3,439
1,120   2,148 -1,028
703   3,709 -3,006
17,725   22,282 -4,557
5,408   8,132 -2,724
8,204   6,588 1,616
2,099   2,918 -819
1,248   1,609 -361
23,924   27,327 -3,403
237   347 -110
1,414   2,069 -655
3,585   4,633 -1,048
264,090   384,045 -119,955
4,028   3,804 224
3,368   3,037 331
4,305   3,972 333
2,893   3,261 -368
8,054   8,427 -373
6,629   6,563 66
2,814   2,905 -91
3,087   5,250 -2,163
6,327   6,103 224
1,876   4,187 -2,311
3,415   2,594 821
1,384   1,345 39
2,462   2,073 389
1,353   1,347 6
2,276   1,823 453
25,093   13,858 11,235
382   367 15
2,892   26,882 -23,990
6,137   9,067 -2,930
5,100   11,573 -6,473
11,455   49,379 -37,924
645   580 65
398   444 -46
25,000   25,000  
3,734   7,117 -3,383
16,624   12,934 3,690
17,077   14,551 2,526
13,602   12,126 1,476
1,365   5,048 -3,683
2,172   1,944 228
37,129   43,190 -6,061
4,889   4,379 510
14,180   41,769 -27,589
20,504   57,579 -37,075
4,266   5,467 -1,201
6,015   8,382 -2,367
481   922 -441
1,443   2,777 -1,334
1,106   2,862 -1,756
380   784 -404
615   521 94
4   4  
2,936   3,544 -608
4,172   4,603 -431
1,609   1,430 179
5,056   4,719 337
47,617   13,131 34,486
929   1,270 -341
5,862   7,157 -1,295
1,763   2,353 -590
1,544   6,002 -4,458
795   463 332
9,023   5,148 3,875
24   14 10
3,564   5,313 -1,749
13,940   18,928 -4,988
4,684   7,302 -2,618
717   599 118
4,407   725 3,682
25,789   48,630 -22,841
631   711 -80
5,690   851 4,839
8,559   6,388 2,171
795   655 140
2,578   2,082 496
6,977   5,311 1,666
2,803   2,366 437
26,315   13,929 12,386
22,413   10,584 11,829
3,705   5,281 -1,576
4,882   6,944 -2,062
2,692   4,205 -1,513
981   1,531 -550
1,218   2,505 -1,287
5,011   8,483 -3,472
1,913   2,946 -1,033
43,800   52,711 -8,911
25,250   25,227 23
50,108   31,962 18,146
6,260   2,015 4,245
2,575   1,297 1,278
12,651   3,732 8,919
75,445   30,708 44,737
24,920   7,049 17,871
10,045   7,194 2,851
11,886   8,567 3,319
1,394   3,086 -1,692
614   1,223 -609
13,125   6,123 7,002
2,251   3,212 -961
1,713   2,453 -740
1,664   2,325 -661
4,492   7,256 -2,764
18,818   31,964 -13,146
4,903   7,917 -3,014
801   744 57
10,773   9,746 1,027
4,675   4,978 -303
3,878   3,055 823
392   548 -156
856   968 -112
1,515   1,375 140
38   46 -8
3,136   3,734 -598
2,074   3,271 -1,197
11,642   15,771 -4,129
15,235   20,797 -5,562
26,020   65,740 -39,720
4,217   5,229 -1,012
12,935   22,390 -9,455
13,307   16,250 -2,943
380,361   345,478 34,883
174   165 9
5,915   5,086 829
2,849   2,981 -132
3,367   1,990 1,377
419   1,761 -1,342
2,057   7,387 -5,330
6,483   5,208 1,275
3,198   4,505 -1,307
21,546   49,348 -27,802
3,377   6,214 -2,837
1,509   1,731 -222
2,144   2,700 -556
48,399   53,199 -4,800
3,664   5,002 -1,338
5,394   5,785 -391
13,050   5,417 7,633
2,556   1,227 1,329
7,163   8,860 -1,697
32,701   39,494 -6,793
35,533   47,769 -12,236
11,015   11,457 -442
12,485   13,090 -605
2,544   3,426 -882
2,368   3,122 -754
2,078   2,402 -324
893   735 158
573   467 106
1,477   1,198 279
1,468   1,156 312
3,177   3,969 -792
89   104 -15
4,342   2,795 1,547
11,055   6,894 4,161
17,220   17,662 -442
5,329   6,125 -796
8,684   9,910 -1,226
5,447   4,922 525
2,377   3,176 -799
4,053   5,642 -1,589
996   1,272 -276
24,955   34,704 -9,749
6,774   10,035 -3,261
11,517   17,266 -5,749
10   14 -4
4,486   5,194 -708
3,907   2,841 1,066
63,905   83,171 -19,266
65,799   18,897 46,902
112   208 -96
1,121   2,088 -967
2,386   5,977 -3,591
291   385 -94
1,038   1,373 -335
1,026   1,850 -824
3,772   6,226 -2,454
6,058   6,633 -575
1,110   1,483 -373
4,688   5,074 -386
4,380   4,019 361
33,830   36,394 -2,564
2,546   2,137 409
792   644 148
2,119   2,137 -18
14,844   13,203 1,641
3,640   3,288 352
744   658 86
22,988   21,539 1,449
644   564 80
923   1,038 -115
11,333   14,584 -3,251
19,004   38,003 -18,999
5,922   5,383 539
531   351 180
24,136   10,712 13,424
3,424   6,717 -3,293
1,506   1,632 -126
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
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      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
      26,373
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       -434
b       -2,983
c       -424
d       -312
e       -6,553
      91
      -229
      -182
      -4,635
      3,139
      6,276
      197
      -4,556
      -5,273
      99
      -50
      55
      3,014
      -1,023
      65
      7,374
      146
      69
      2,237
      -530
      -135
      -10,746
      -1,945
      -1,498
      -3,928
      -82
      -150
      -1,268
      -67
      -998
      -4,678
      -9,920
      -3,211
      -3,415
      -200
      -858
      -2,913
      108
      25,409
      14,821
      62
      -162
      1,811
      -2,955
      -5,180
      26,462
      1,186
      293
      686
      444
      525
      476
      275
      168
      9,256
      -1,797
      -4,790
       
      32
      6,125
      1,275
      -50
      139
      -999
      -1,135
      -8,427
      -5,743
      -28,948
      -415
      -2,638
      -2,828
      -3,021
      -2,022
      -1,502
      -3,901
      -192
      -10,098
      -3,759
      -147
      -660
      -325
      -3,633
      -1,362
      -24,278
      -215
      -40,071
      -3,159
      -700
      -10,036
      -1,083
      -7
      -4,530
      -1,720
       
      -2,313
      -19,608
      -2,682
      -3,217
      -3,096
      -703
      -236
      -3,018
      -254
      171
      4,980
      -2,224
      -2,456
      -1,778
      -728
      -2,354
      -2,573
      294
      -1,679
      -2,419
      -945
      -701
      -262
      -250
      -691
      -658
      -1,780
      -3,054
      -9,387
      84
      -4,179
      -25
      1,822
      -6,888
      -3,109
      -4,866
      25,281
      -856
      -934
      -97
      -4,180
      34
      7,586
      5,584
      865
      4,242
      7,147
      -17,567
      -2,855
      -89
      -1,431
      -441
      -116
      -2,038
      -3,080
      -1,477
      -1,463
      -1,249
      -787
      -2,163
      -1,314
      -1,020
      -1,593
      -1,044
      -809
      -7
      -871
      -225
      -369
      -1,924
      -243
      -21,949
      -1,511
      -299
      -243
      212
      5,824
      -6,247
      7,022
      10,168
      29
      -272
      -355
      -8,336
      21
      45,487
      -2,838
      7,008
      88
      -260
      -2,389
      -1,639
      -408
      -3,424
      -671
      -8,918
      -11,678
      -3,916
      -15,494
      -3,541
      -901
      45,022
      87,372
      -50
      -29
      219
      -15
      -6,163
      -15,177
      37,481
      -17,681
      26
      5,547
       
      1,051
      -863
      -1,282
      539
      516
      222
      40
      -310
      -952
      -3,222
      -5,146
      -4,989
      -520
      4,279
      -420
      53,405
      49
      1,417
      1,339
      -2,037
      -14,548
      -36,206
      -788
      -8,378
      -22,238
      -31,491
      -2,174
      -1,688
      -2,443
      -713
      -261
      -2,687
      -2,790
      -84
      -2,568
      -703
      17,280
      -177,914
      -41,299
      -337
      -275
      -279
      3,981
      -1,277
      -1,760
      140
      351
      656
      -602
      -158
      8,026
      3,161
      -2,333
      -704
      -554
      -4,693
      -66
      -12,138
      -8,003
      -748
      -320
      29
      170
      178
      -165
      -327
      345
      7,104
      6,138
      11,913
      12,384
      -1,246
      -1,254
      -1,311
      1,498
      1,921
      -315
      171
      3,261
      205
      77
      130
      -801
      -607
      -3,184
      -2,151
       
      601
      3,995
      -321
      -599
      -9,486
      -6,136
      -150
      2,226
      -4,394
      -4,003
      7,189
      -832
      6,738
      5,630
      -969
      15,153
      286
      2,967
      16,825
      3,748
      11,342
      8,749
      23,449
      -3,271
      -738
      -3,280
      -305
      -6,240
      -2,094
      -991
      1,074
      1,387
      2,525
      2,909
      2,469
      107
      721
      446
      58
      4,279
      -20
      -740
      1,819
      -396
      -1,887
      -524
      -198
      111
      45
      -1,241
      -928
      -1,403
      -971
      -1,037
      96
      -152
      708
      176
      1,053
      1,803
      1,527
      2,336
      324
      497
      187
      579
      -4,283
      -743
      1,018
      -1,195
      -1,401
      -601
      195
      2,213
      9,561
      1,008
      2,872
      11,981
      6,482
      -57
      -31
      -344
      -334
      4,766
      -23,050
      12,973
      12,575
      17,089
      18,694
      9,769
      385
      31,628
      34,352
      -816
      -608
      -398
      9
      -1,417
      -495
      -1,824
      1,556
      519
      339
      -251
      -4,534
      291
      1,446
      7,873
      185
      167
      93
      92
      2,488
      4,238
      -54,157
      -510
      180
      143
      1,172
      11,610
      -870
      -2
      665
      -1,624
      -8,707
      -4,947
      -14
      -40,786
      -7,621
      -7,525
      8
      38
      -53
      -97
       
      -519
      -4,268
      -3,968
      1,203
      -60,112
      253
      4,594
      6,753
      345
      -1,406
      -11
      2,589
      -2,255
      6,027
      -301
      177
      69
      -208
      -1,443
      14
      -51
      -4
      -635
      -1,118
      -159
      -397
      -346
      -252
      -566
      31,304
      4,926
      -1,489
      -278
      -6,177
      1,291
      600
      688
      2,044
      175
      634
      441
      17
      -1,563
      -5,632
      -3,031
      -3,669
      29
      22
      -374
      -2
      -966
      279
      1,622
      615
      556
      398
      595
      4,235
      11,877
      -12,550
      -31,588
      -3,934
      -892
      -3,439
      -1,028
      -3,006
      -4,557
      -2,724
      1,616
      -819
      -361
      -3,403
      -110
      -655
      -1,048
      -119,955
      224
      331
      333
      -368
      -373
      66
      -91
      -2,163
      224
      -2,311
      821
      39
      389
      6
      453
      11,235
      15
      -23,990
      -2,930
      -6,473
      -37,924
      65
      -46
       
      -3,383
      3,690
      2,526
      1,476
      -3,683
      228
      -6,061
      510
      -27,589
      -37,075
      -1,201
      -2,367
      -441
      -1,334
      -1,756
      -404
      94
       
      -608
      -431
      179
      337
      34,486
      -341
      -1,295
      -590
      -4,458
      332
      3,875
      10
      -1,749
      -4,988
      -2,618
      118
      3,682
      -22,841
      -80
      4,839
      2,171
      140
      496
      1,666
      437
      12,386
      11,829
      -1,576
      -2,062
      -1,513
      -550
      -1,287
      -3,472
      -1,033
      -8,911
      23
      18,146
      4,245
      1,278
      8,919
      44,737
      17,871
      2,851
      3,319
      -1,692
      -609
      7,002
      -961
      -740
      -661
      -2,764
      -13,146
      -3,014
      57
      1,027
      -303
      823
      -156
      -112
      140
      -8
      -598
      -1,197
      -4,129
      -5,562
      -39,720
      -1,012
      -9,455
      -2,943
      34,883
      9
      829
      -132
      1,377
      -1,342
      -5,330
      1,275
      -1,307
      -27,802
      -2,837
      -222
      -556
      -4,800
      -1,338
      -391
      7,633
      1,329
      -1,697
      -6,793
      -12,236
      -442
      -605
      -882
      -754
      -324
      158
      106
      279
      312
      -792
      -15
      1,547
      4,161
      -442
      -796
      -1,226
      525
      -799
      -1,589
      -276
      -9,749
      -3,261
      -5,749
      -4
      -708
      1,066
      -19,266
      46,902
      -96
      -967
      -3,591
      -94
      -335
      -824
      -2,454
      -575
      -373
      -386
      361
      -2,564
      409
      148
      -18
      1,641
      352
      86
      1,449
      80
      -115
      -3,251
      -18,999
      539
      180
      13,424
      -3,293
      -126
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -520,630
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 6,780
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 6,780
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 6,780
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,767
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 26,767
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 19,987
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet19,987 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    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 ofbulletNORTHERN TRUST COMPANY Telephone no.bullet (312) 630-6000

    Located atbulletPO BOX 803878CHICAGOIL ZIP+4bullet60680
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM F SOUDER JR DIRECTOR
    1
    0    
    600 BRICKELL AVE
    MIAMI,FL33131
    SUSANNA J SOUDER DIRECTOR
    1
    0    
    600 BRICKELL AVE
    MIAMI,FL33131
    ERIC J VAINDER DIRECTOR
    1
    0    
    600 BRICKELL AVE
    MIAMI,FL33131
    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
    WILLIAM BLAIR COMPANY LLC MANAGEMENT 59,369
    222 W ADAMS ST
    CHICAGO,IL60606
    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
    29,724,655
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    29,724,655
    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
    29,724,655
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    445,870
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    29,278,785
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,463,939
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,463,939
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,780
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,780
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,457,159
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,000
    5
    Add lines 3 and 4............................
    5
    1,459,159
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,459,159
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,558,542
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,558,542
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,558,542
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,459,159
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 919,301
    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$ 1,558,542
    a Applied to 2019, but not more than line 2a 919,301
    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..... 639,241
    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 ..........
    819,918
    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).)
    SUSANNA J SOUDER
    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 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
    SEE ATTACHED SCHEDULE
    SEE ATTACHED SCHEDULE
    SEE ATTACHED SCHEDULE,IL60680
    NONE PC GENERAL 1,438,000
    Total .................................bullet 3a 1,438,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 597,057  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 2,534  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -520,630  
    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)..   78,961  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    78,961
    (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:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500 1,250   1,250

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 4,183,755 4,381,234

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 15,256,911 27,285,559

    TY 2020 OtherAssetsSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SEE ATTACHED SCHEDULE 415,000 403,841 724,018


    TY 2020 OtherDecreasesSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Description Amount
    TAX COST ADJUSTMENT 743,191


    TY 2020 OtherExpensesSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE CHARGE 4,013 4,013   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DEFERRED INCOME 2,534 0  
    RCP FUND IV LP   18,080  
    RCP FUND V LP   -7,038  
    RCP FUND VI LP   11,142  
    RCP FUND XII LP   9,908  
    RCP FUND XIII LP   -14,088  
    RCP FUND XIV LP   -8,343  
    RCP SEC OPPORTUNITY III LP   27,642  
    RCPDIRECT III LP   -11,413  
    RCP LP 990-T UBIT   -9,123  


    TY 2020 OtherIncreasesSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Description Amount
    RECOVERIES OF QUALIFYING DISTRIBUTIONS 2,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY SERVICES 79,897 19,974   59,923
    INVESTMENT MANAGEMENT 75,053 75,053    
    MANAGEMENT FEE 59,369     59,369


    TY 2020 TaxesSchedule
    Name:
    SOUDER FAMILY FOUNDATION
    EIN:
    39-1560019
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 18,250 18,250   0