TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
IA JOHN T HALL

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1908
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328021908

A Employer identification number

58-6026022

B Telephone number (see instructions)

(404) 813-9304

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,834,016J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	13,023		13,023
4	Dividends and interest from securities...	27,601		27,601
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		58,884
b	Gross sales price for all assets on line 6a 1,387,593
7	Capital gain net income (from Part IV, line 2)...			58,884
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).......
12	Total. Add lines 1 through 11........	99,508		99,508
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	0	0	2,500
c	Other professional fees (attach schedule)....		16,341	16,341		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		1,330	279		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	20,171		16,620	0	2,500
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	20,171		16,620	0	2,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	79,337
b	Net investment income (if negative, enter -0-)			82,888
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,070
	2	Savings and temporary cash investments.........	1,355,809	1,490,786	1,490,786
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,172,206	1,278,849	1,502,497
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		840,733	840,733
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,529,085	3,610,368	3,834,016
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,529,085	3,610,368
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	3,529,085	3,610,368
	30	Total liabilities and net assets/fund balances (see instructions).	3,529,085	3,610,368

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,529,085

Enter amount from Part I, line 27a .....................

79,337

Other increases not included in line 2 (itemize) bullet

84,848

Add lines 1, 2, and 3 ..........................

3,693,270

Decreases not included in line 2 (itemize) bullet

82,902

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,610,368

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	7417.978 PIMCO INCOME FUND-INS		2019-01-04	2020-03-09
b	8036.454 PIMCO INCOME FUND-INS		2019-12-24	2020-03-09
c	828. ISHARES MSCI EMERGING MKT ETF			2020-03-20
d	720. ISHARES TR MSCI SMALL CAP ETF		2019-12-24	2020-03-20
e	189. VANGUARD INST INDEX-INST		2016-09-29	2020-04-01
	319.578 VANGUARD RUSSELL 1000 VA-INS		2018-03-21	2020-04-01
	3229.171 BLACKSTONE ALT MULTI-STRAT-I			2020-04-22
	2562.117 GMO BENCHMARK-FREE ALL SER-PS		2019-01-07	2020-04-22
	645.717 GMO BENCHMARK-FREE ALL SER-PS		2019-12-24	2020-04-22
	3899.843 WESTERN ASSET CORE BD FUND-I		2019-01-04	2020-04-22
	404.157 WESTERN ASSET CORE BD FUND-I		2019-12-24	2020-04-22
	761. ISHARES 7-10 YEAR TREASURY B		2020-03-09	2020-06-02
	523. VANGUARD DIVIDEND APPREC ETF		2020-04-01	2020-06-02
	189.257 VANGUARD INST INDEX-INST		2016-09-29	2020-06-02
	2623. DOUBLELINE TOTL RET BND-I		2019-01-04	2020-08-04
	1770. EATON VANCE-ATLANTA SMID-R6		2018-03-21	2020-08-04
	1335.323 JANUS HENDERSON SMALL CAP VALUE I		2019-06-19	2020-08-04
	427.517 JANUS HENDERSON SMALL CAP VALUE I		2019-12-24	2020-08-04
	288. VANGUARD RUSSELL 1000 VA-INS		2020-06-02	2020-08-04
	2623.427 DOUBLELINE TOTL RET BND-I		2019-01-04	2020-11-27
	2532. ABBEY CAP FUTURES STRAT-I		2020-04-22	2020-11-27
	26.057 INVESCO DEVELOPING MARKETS FUND		2020-03-20	2020-12-22
	1211. AMG GW&K SMALL CAP CORE I		2020-08-04	2020-12-22
	445.564 EDGEWOOD GROWTH FUND-INS		2020-04-01	2020-12-22
	3325.484 BLACKROCK GLOBAL LONG/SHORT CRDT-INS			2020-12-22
	943.878 EATON VANCE-ATLANTA SMID-R6		2018-03-21	2020-12-22
	192.526 T ROWE PRICE LARGE/CAP GRW-I		2019-12-24	2020-12-22
	287.832 T ROWE PRICE LARGE/CAP GRW-I			2020-12-22
	761. ISHARES 7-10 YEAR TREASURY B		2020-03-09	2020-12-22
	113. ISHARES RUSSELL MIDCAP GRWTH ETF		2020-08-04	2020-12-22
	119. ISHARES MSCI USA MOMENTUM FACTOR ETF		2020-08-04	2020-12-22
	280. T ROWE PR QM US S/C GR EQ-I		2019-12-24	2020-12-22
	741.096 T ROWE PR QM US S/C GR EQ-I		2019-06-19	2020-12-22
	33.861 VANGUARD RUSSELL 1000 GR-INS		2019-12-24	2020-12-22
	109.705 VANGUARD RUSSELL 1000 GR-INS		2018-03-21	2020-12-22
	6170.053 VIRTUS CEREDEX L/C VAL EQUITY R6		2019-12-24	2020-12-22
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	86,939	87,829	-890
b	94,187	97,000	-2,813
c	26,417	34,870	-8,453
d	28,548	44,416	-15,868
e	41,646	37,144	4,502
	51,794	66,757	-14,963
	29,515	33,022	-3,507
	23,315	25,032	-1,717
	5,876	6,935	-1,059
	51,400	47,734	3,666
	5,327	5,250	77
	92,449	93,051	-602
	61,871	52,221	9,650
	52,190	37,195	14,995
	28,328	27,358	970
	62,145	61,998	147
	23,635	28,269	-4,634
	7,567	9,850	-2,283
	58,265	57,217	1,048
	28,149	27,362	787
	29,017	29,219	-202
	1,350	860	490
	36,948	30,832	6,116
	23,000	14,454	8,546
	34,186	33,678	508
	35,150	33,061	2,089
	11,713	8,475	3,238
	17,512	10,187	7,325
	91,159	93,051	-1,892
	11,753	9,768	1,985
	19,202	16,883	2,319
	13,552	11,200	2,352
	35,869	28,265	7,604
	16,038	11,750	4,288
	51,962	30,382	21,580
	82,000	86,134	-4,134
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619
			17,619

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			-890
b			-2,813
c			-8,453
d			-15,868
e			4,502
			-14,963
			-3,507
			-1,717
			-1,059
			3,666
			77
			-602
			9,650
			14,995
			970
			147
			-4,634
			-2,283
			1,048
			787
			-202
			490
			6,116
			8,546
			508
			2,089
			3,238
			7,325
			-1,892
			1,985
			2,319
			2,352
			7,604
			4,288
			21,580
			-4,134

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	58,884
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	1,152
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,152
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,152
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,036
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,036
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	884
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax884	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

SUNTRUST BANK Telephone no. bullet

(404) 813-9304

Located at bullet

PO BOX 1908ORLANDOFL ZIP+4 bullet

328021908

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
BERRY COLLEGE	TRUSTEE 1	0
2277 MARTHA BERRY HIGHWAY NW MOUNT BERRY,GA30419	TRUSTEE 1	0

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

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	LOANS ISSUED	39,650
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

39,650

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,356,349

Average of monthly cash balances.......................

1,395,907

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,752,256

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,752,256

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

41,284

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,710,972

Minimum investment return. Enter 5% of line 5..................

135,549

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.)

Minimum investment return from Part X, line 6....................

135,549

Tax on investment income for 2020 from Part VI, line 5......

1,152

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,152

Distributable amount before adjustments. Subtract line 2c from line 1............

134,397

Recoveries of amounts treated as qualifying distributions................

82,209

Add lines 3 and 4............................

216,606

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

216,606

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,500

Program-related investments—total from Part IX-B..................

39,650

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

42,150

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

42,150

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)

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					216,606
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				123,342
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: $ 42,150
a Applied to 2019, but not more than line 2a				42,150
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.....					0
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 .............				81,192
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					216,606
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

NONE

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

DEBBIE EMORY 2777 MARTHA BERRY HWY
2777 MARTHA BERRY HWY NW
MOUNT BERRY,GA30149
(404) 813-9304

bThe form in which applications should be submitted and information and materials they should include:

SEE (A) ABOVE

cAny submission deadlines:

APPLICATION SHOULD BE SUBMITTED WELL IN ADVANCE OF THE SCHOOL TERM

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

LOANS RESTRICTED TO GA RESIDENTS FOR UNDERGRAD/GRADUATE EDUCATION. PREFER BERRY COLLEGE STUDENTS.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	13,023
4 Dividends and interest from securities....			14	27,601
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	58,884
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)..				99,508

13Total. Add line 12, columns (b), (d), and (e)..................

99,508

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

IA JOHN T HALL

EIN:

58-6026022

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	2,500			2,500

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

IA JOHN T HALL

EIN:

58-6026022

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
99A10AN51 ELVIS ECHAVARRIA
99A10APK6 LINDSEY HILL 7/04/14
99A10AP34 PATRICIA MORRIS 7/04
99A10AQA7 AHMAD PRUITT 7/04/14
991050CI4 FILETTI JOHN 7/04/14
991050CL7 MARY JEWELL 7/04/14
990013XT6 BC/BLUEMLING, 7/04/1
9911254F9 ERIC A BROTHERTON
994909TF6 KATHERINE COLLUM
994909UC1 DANIEL WARNER 7/04/1
994909UD9 JORDAN WEST
994909TA7 CANZADA BRIDGES 7/04
994909TV1 QUASHANNA SENSLEY 7/
994909TY5 MARY TURBYFILL 7/04/
994909UE7 ARIEL WILLIAMS 7/04/
99A10ANM4 GEREN ANDRE
99A10APC4 HAYDEN GEORGE 7/04/1
99A10APF7 DEVON HALES 7/04/21
99A10AP83 KAITLYN PIERCE 7/04/
99A10AQM1 STEPHANIE TOMYS
991050BZ7 ANDERSON MORGAN 7/04
991050CE3 CAVER WHITLEY 7/04/1
991050CK9 HARGRETT NYIA 7/14/1
9911278T1 TALIA GRAHAM 7/04/14
9911358H0 CELESTE GIANGIACOMO
9911358K3 AMANDA JOHNSON 7/04/
9911358L1 QUENTIN JOHNSON 7/04
9911358P2 ROBERT PADGETT 7/04/
991145863 SARAH ANDREWS
99A10C797 CAITLYN BUCKALEW
991151945 JASMINE JOHNSON
9911522K4 CAPRI FRAZIER
991150327 COURTNEY COSGROVE
991150335 ANTHONY SMITH
991151929 ANDREW BRUMBELOW
277902235 EATON VANCE ATLANTA	AT COST	28,084	31,267
09260C604 BLACKROCK GL L/S CRE
991149741 ANDREW MICHAEL
991149832 CRISTALE BANKS
991150343 MARNIE WALL
991150442 CHRISTIAN DELMARTER
78463X848 SPDR MSCI ACWI EX-US	AT COST	50,118	62,683
991149501 MORGAN THOMAS
99103BS53 BC/HARVEY KEISHA D 7
99103BS87 BC/MADDOX MACHELLE
9911255A9 MICHELLE M MILLER
9911255W1 RYAN TOPOISKI 7/04/1
9911377A2 QUZAL HINZ
9911377B0 CHRISTIAN ZAPATA
991140831 SHANNON MONTGOMERY
991141409 ZACHARY VALENTINE
991144098 KRISTIN MILLER-PATTO
99A10C8E5 NIA SMITH
991146259 KENZIE FLEMING
9911465U1 KENNETH GERBER
9911495S0 ALEXANDRIA SKINNER
991151952 KARINA SARMIENTO
921937835 VANGUARD TOTAL BOND	AT COST	77,583	78,048
92206C698 VANGUARD RUSSELL 100	AT COST	146,567	158,813
09257V201 BLACKSTONE ALT MULTI
9911254C6 COLIN E BEAULIEU 7/0
9911254P7 AMANDA M HEMANN
9911255B7 HANNAH V MILLS 7/04/
993909YS3 THOMAS EARP 7/04/14
994909TC3 CHRISTOPHER CANNADY
994909TS8 AMBER RABUN
994909TX7 HAYDEN SLOAN
9911254U6 ALEXANDRA C JONES 7/
9911255Q4 JAMES R WATERS 7/04/
994909TH2 SCOTLYN HILL 7/04/14
994909TP4 REBECCA OUELLETTE 7/
994909UG2 PATRICK YOUNG 7/04/1
994909UH0 ROSALYN ZOCK 7/04/14
99105BK59 CHRISTOPHER VALENTIN
991127846 BRITTNI TROLLINGER
991143967 BROOKE BURNETT
99A10C8B1 TAYLOR KRAUSE
99A10C8D7 BRIANNA SAYLORS
991146267 ERIN TYSON
991146382 KAYLA FUSS
9911495T8 AYLEEN RITCHER SANCH
9911495V3 EUGENIO FABRIZIO
9911495W1 CARRIE STURNIOLO
991149733 REBECCA RUCKER
9911506T5 JOSEPH WHITE
991151911 CAITLIN BORN
991151960 JAMIL SAWYERR
994909TG4 KRISTEN HENNESSEY 7/
99A10ANZ5 ANNA COOK
9911429P7 WINFRED MCCLOUD
9911439Q3 LOGAN STONE
99A10C8A3 JASMINE DALLAS
99A10C9K0 ETHAN MILLER
992004XQ9 BC/THOMAS, SHERRI 7/
9911254N2 AUSTIN B GARDNER 7/0
9911254R3 STEPHANIE M HOWELL 7
9911254S1 SHANTRA R HUBBARD
9911255G6 REBECCA J REAGAN 7/0
994909SX8 JENNA BENNETT 7/04/1
99103GDG4 BC/BAGWELL, ASHLEY 7
9911254M4 JORDAN E FERRELL 7/0
9911255R2 HYANG M BICK
993909YT1 KRISTIN HARGROVE 7/0
993909YU8 JOSAHANDY ROMAN 7/04
994909TB5 PAYTON CAMPBELL 7/04
994909TD1 JESSICA CANTRELL 7/0
994909TT6 DANIELLE RENDER 7/04
99A10APA8 CARLA GANN 7/04/21
991050CC7 BUICE KYLIE 7/04/14
994990Q93 JAMEEL JOHNSON 10/31
991050KC8 TAYLOR ARNOLD 7/04/1
9911278Y0 TAYLOR PAYNTER 7/04/
991050CR4 SMITH KRISTINE 7/04/
991050CT0 WILLIAMS GREGORY 7/0
994939KW5 TANEY TUCKER 7/04/14
9911278V6 ANDREA HAVERLAND 7/0
991128489 ELIZABETH ROBBINS 7/
991130329 WILLIAM RICHARDS
991130667 DAZJON TINAE 7/04/14
9911358N7 LEO NARRISON 7/04/21
9911358W7 BAILEY WRIGHT 7/04/2
991140765 RACHEL BARTOE
9911429M4 SHAIDAH HERRON
9911429N2 NIKHITA LOKHANDWALA
9911466A4 CALEB HEARN
991151937 SAVANNA HERRON
92206C672 VANGUARD RUSSELL 100	AT COST	54,908	94,536
99103GDP4 BC/HOWELL, BRITTNEE
9911254Y8 LUCY E MASSEY 7/04/1
9911254Z5 ASHLEY B MILAM
9911255C5 NAING KOO 7/04/14
9911255S0 CRYSTAL A DAVIS 7/04
993909YR5 IREKA CANTY 7/04/14
993909YY0 STEPHANIE MORRIS 7/0
99A10ANT9 TAYLER BOSWELL 7/04/
99A10AQH2 ALYSSA SMITH 7/04/14
99105BK26 NANA LINGE 10/21/21
99105BK42 LOUIS PETERS 10/21/2
99A10ANR3 JAMIE BINGHAM 7/04/1
994929RZ2 ALISON MCINTOSH 7/04
9911278R5 SARA GHEESLING 7/04/
9911278W4 KIMBERLY HAWKINS 7/0
9911290A6 ENIX CHLOE 7/04/14
9911297E1 ABIGAIL GIGLIO 7/04/
9911358Q0 ANNA SHEPHERD 7/04/2
991140781 ERIC EATON
991143959 CARDIE MCCLURE
99A10C8F2 JORDAN ARNETT
9911465Y3 TAYLER WALLACE
9911495U5 MEAGAN DALRYMPLE
9911495Z4 GARRISON BEMIS
991050CQ6 SCHIPPERS ERIKA 7/04
991050GR0 MERLEANN MANUEL 7/04
991128513 PAOLA ECHAVARRIA 7/0
991130311 SARA HESS
9911358G2 KELSEY FULTON 7/04/2
991050CB9 BISHOP KALEB 7/04/21
991050CO1 HANNAH WARD
991050CS2 SUTTON LAWSON 7/04/1
9911278Z7 RACHEL ROZIER 7/04/1
991130337 JOSE VIDALEZ
9911358M9 KA'SHARA LAMAR 7/04/
9911358T4 CHANCES WAITE 7/04/2
9911358V9 CHRISTOPHER WISENER
991140815 JAROD HOLLAND
9911429L6 JOHN DELF-MONTGOMERY
9911465Q0 BRIANNA DOUGHERTY
9911465T4 BRIANNA WALSH
9911497W9 MARCUS GHEE
9911506F5 SARAH MCDONALD
99A10DCV0 JOHN ROBERT GALE
9911358R8 CHRISTOPHER SMITH 7/
9911358U1 LAUREN WATSON 7/04/2
994909UF4 REBECCA YANAI 7/04/1
99A10ANX0 CHELSEA BROWN 7/04/1
99A10AN93 CAITLIN FREEMAN
99A10AQT6 IDOWUOLUWAT WILLIAMS
991050CF0 CLEMENT BROOKE 7/04/
991050CG8 DAVIS JORDAN 7/04/14
991128463 JOSHUA MITCHELL 7/04
9911358F4 JUAN CASTILLA 7/04/2
9911358S6 ASHLEY SWANSON 7/04/
99A10C789 VICTORIA BERRIOS
99A10C8C9 ALTON MCCLOUD
99A10C8G0 JESSIE MOORE
99A10C9L8 BREANNA COUCH
9911495Y7 JOSHUA BAKER
991149519 ANTONIO WHITE
991150319 JORDAN BRADSHAW
922040100 VANGUARD INSTL INDEX
45775L408 T ROWE PRICE LARGE-C	AT COST	25,161	94,194
99103GDN9 BC/FIRKUS, KRISTA M
99103GDT6 BC/SHELTON, ALLISON
992097FS9 BC/MCDOUGALL, DEANA
99A10ANW2 SAMANTHA BROWN
99A10AQF6 MARIA REYES
991050CA1 ANDERSON DONAVON 7/0
99A10AP42 LINDSAY MORTIMER 7/0
994929BB2 JAMES PIERCE 7/04/14
991050CD5 CALLAWAY LAURA 7/04/
9911278X2 CONOR MONAGHAN 7/04/
991130659 AMANDA MARTINEZ 7/04
991140773 JASMINE BILES
991140807 GABRIELLA GUEVARA
991140823 ELIZABETH HUTCHINS
9911254T9 ALLISON C IVERY
99103AH81 BC/ BRACKETT HANNAH
99103AJB2 BC/ WILLIG DANIELLE
991050CM5 MCINTOSH ALISON 7/04
9911253Y9 MARIE H MCCARY 7/04/
9911253Z6 BOBBIE R ABRAMS STUD
9911254A0 JONATHAN D ABRAMS 7/
9911255K7 MAHMETHAN M SHADID 7
9911255T8 DEKOTA D JERNIGAN FO
9911255V3 CARL REESE
993806QG6 BRITTANY HUNTER 7/04
993909YX2 NAYSIA HUMPHREY 7/04
998716815 ANN-CHARLOTTE 7/04/2
99A10AN44 MIQUELA DOWDY 7/04/2
99A10ANU6 ALYSSA BOUDREAU 7/04
99A10ANV4 VICTORIA BOWEN 7/04/
99A10APJ9 SAMARYA HILL 7/04/21
99A10AQJ8 LAILA SULTAN
99A10AQZ2 JONATHAN IN
994909TN9 JULIA NYLANDER 7/04/
9911535F0 DONNA TORRANCE
991152430 MAYA SMITH
87283A102 T RWE PR QM US S/C G
00143W859 INVESCO DEVELOPING M	AT COST	38,459	63,144
99A10DES5 DANIEL POLAND
380131318 GMO BENCHMARK-FREE A
9911525Z8 DENAE RIVERA
99A10DFJ4 BETHANY PARKER
72201F490 PIMCO INCOME-I
9911528F9 KHALIL WALKER
464287234 ISHARES MSCI EMERGIN
258620103 DOUBLELINE TOTAL RET
9911533V7 MATTHEW GILBERT
9911533W5 COLE JOHNSON
9911533X3 LILY LEROY
9911533Y1 AUBREY MCCULLOUGH
92837F482 VIRTUS CEREDEX L/C V	AT COST	46,566	45,399
99A10DER7 GENESIS NAZARIO
9911533U9 BRANDON PALMER
957663305 WESTERN ASSET CORE B
464288273 ISHARES TR MSCI SMAL
47103C183 JANUS PERKINS SMALL
412295107 HARDING LOEVNER INTL	AT COST	118,845	134,737
991152422 MEGHAN HUNT
40337834 ARIEL APPRECIATION FU	AT COST	62,385	63,812
464287481 ISHARES RUSSELL MIDC	AT COST	51,953	61,693
464287648 ISHARES RUSSELL 2000	AT COST	31,548	30,964
957663677 WESTERN ASSET CORE B	AT COST	227,386	234,807
0075W0759 EDGEWOOD GROWTH FUND	AT COST	27,004	43,095
09250J734 BLACKROCK EVENT DRIV	AT COST	76,236	78,063
46432F396 ISHARES MSCI USA MOM	AT COST	41,000	46,613
64128R608 NEUBERGER BERMAN LON	AT COST	62,390	62,654
77956H484 T. ROWE PRICE EMERGI	AT COST	42,015	47,387
92206C664 VANGUARD RUSSELL 200	AT COST	70,641	70,588

- TIN:

TY 2020 OtherAssetsSchedule

Name:

IA JOHN T HALL

EIN:

58-6026022

Description	End of Year - Book Value	End of Year - Fair Market Value
99112970 ABIGAIL GIGLIO	5,538	5,538
XXX-XX-XXXX BRITTNI TROLLINGER	1,491	1,491
XXX-XX-XXXX JOSHUA MITCHILL	1,314	1,314
XXX-XX-XXXX ELIZABETH ROBBINS	3,251	3,251
XXX-XX-XXXX PAOLA ECHAVARRIA	614	614
XXX-XX-XXXX SARA HESS	2,493	2,493
XXX-XX-XXXX WILLIAM RICHARDS	3,342	3,342
XXX-XX-XXXX JOSE VIDALEZ	3,161	3,161
XXX-XX-XXXX AMANDA MARTINEZ	295	295
XXX-XX-XXXX DAZJON TINAE	3,595	3,595
XXX-XX-XXXX RACHEL BARTOE	4,000	4,000
XXX-XX-XXXX JASMINE BILES	2,000	2,000
XXX-XX-XXXX ERIC EATON	252	252
XXX-XX-XXXX JAROD HOLLAND	4,000	4,000
XXX-XX-XXXX ELIZABETH HUTCHINS	175	175
XXX-XX-XXXX SHANNON MONTGOMERY	4,000	4,000
XXX-XX-XXXX ZACHARY VALENTINE	98	98
XXX-XX-XXXX CARDIE MCCLURE	4,429	4,429
XXX-XX-XXXX BROOKE BURNETT	7,766	7,766
XXX-XX-XXXX KRISTIN MILLER-PATTO	3,731	3,731
XXX-XX-XXXX SARAH ANDREWS	4,000	4,000
XXX-XX-XXXX KENZIE FLEMING	2,417	2,417
XXX-XX-XXXX ERIN TYSON	12,000	12,000
XXX-XX-XXXX KAYLA FUSS	3,896	3,896
XXX-XX-XXXX MORGAN THOMAS	8,562	8,562
XXX-XX-XXXX ANTONIO WHITE	2,000	2,000
XXX-XX-XXXX REBECCA RUCKER	1,380	1,380
XXX-XX-XXXX ANDREW MICHAEL	4,000	4,000
XXX-XX-XXXX CRISTALE BANKS	4,000	4,000
XXX-XX-XXXX JORDAN BRADSHAW	2,776	2,776
XXX-XX-XXXX ANTHONY SMITH	6,000	6,000
XXX-XX-XXXX MARNIE WALL	5	5
XXX-XX-XXXX CHRISTIAN DELMARTER	4,000	4,000
XXX-XX-XXXX CAITLIN BORN	10,000	10,000
XXX-XX-XXXX ANDREW BRUMBELOW	6,000	6,000
XXX-XX-XXXX SAVANNA HERRON	10,000	10,000
XXX-XX-XXXX JASMINE JOHNSON	6,000	6,000
XXX-XX-XXXX KARINA SARMIENTO	6,000	6,000
XXX-XX-XXXX JAMIL SAWYERR	6,000	6,000
XXX-XX-XXXX MEGHAN HUNT	2,000	2,000
XXX-XX-XXXX MAYA SMITH	2,000	2,000
XXX-XX-XXXX MADISON LETTS	4,000	4,000
XXX-XX-XXXX ANN-CHARLOTTE DOWLES	16,684	16,684
990013XT6 BC/BLUEMLING, GREGOR	93	93
99103AH81 BC/ BRACKETT HANNAH	15,000	15,000
99103AJB2 BC/ WILLIG DANIELLE	1,371	1,371
99103BS53 BC/HARVEY KEISHA D	7,877	7,877
99103BS87 BC/MADDOX MACHELLE L	105	105
99103GDG4 BC/BAGWELL, ASHLEY R	216	216
99103GDN9 BC/FIRKUS, KRISTA M	255	255
99103GDP4 BC/HOWELL, BRITTNEE	65	65
99103GDT6 BC/SHELTON, ALLISON	537	537
991050BZ7 ANDERSON MORGAN	459	459
991050CA1 ANDERSON DONAVON	2,390	2,390
991050CB9 BISHOP KALEB	951	951
991050CC7 BUICE KYLIE	12,000	12,000
991050CD5 CALLAWAY LAURA	150	150
991050CE3 CAVER WHITLEY	4,000	4,000
991050CF0 CLEMENT BROOKE	9,528	9,528
991050CG8 DAVIS JORDAN	3,932	3,932
991050CI4 FILETTI JOHN	4,901	4,901
991050CK9 HARGRETT NYIA	10,918	10,918
991050CL7 MARY JEWELL	0	0
991050CM5 MCINTOSH ALISON	2,000	2,000
991050CO1 HANNAH WARD	1,606	1,606
991050CQ6 SCHIPPERS ERIKA	3,446	3,446
991050CR4 SMITH KRISTINE	5,933	5,933
991050CS2 SUTTON LAWSON	2,404	2,404
991050CT0 WILLIAMS GREGORY	4,850	4,850
991050GR0 MERLEANN MANUEL	1,922	1,922
991050KC8 TAYLOR ARNOLD	1,000	1,000
99105BK26 NANA LINGE	2,602	2,602
99105BK42 LOUIS PETERS	5,664	5,664
99105BK59 CHRISTOPHER VALENTIN	7,000	7,000
9911253Y9 MARIE H MCCARY	2,500	2,500
9911253Z6 BOBBIE R ABRAMS	4,000	4,000
9911254A0 JONATHON D ABRAMS	4,000	4,000
9911254C6 COLIN E BEAULIEU	3,459	3,459
9911254F9 ERIC A BROTHERTON	5,000	5,000
9911254M4 JORDAN E FERRELL	7,312	7,312
9911254N2 AUSTIN B GARDNER	1,892	1,892
9911254P7 AMANDA M HEMANN	314	314
9911254R3 STEPHANIE M HOWELL	132	132
9911254S1 SHANTRA R HUBBARD	6,000	6,000
9911254T9 ALLISON C IVERY	6,000	6,000
9911254U6 ALEXANDRA C JONES	3,689	3,689
9911254Y8 LUCY E MASSEY	4,741	4,741
9911254Z5 ASHLEY B MILAM	163	163
9911255A9 MICHELLE M MILLER	4,377	4,377
9911255B7 HANNAH V MILLS	3,232	3,232
9911255C5 NAING KOO	3,953	3,953
9911255G6 REBECCA J REAGAN	1,797	1,797
9911255K7 MAHMETHAN M SHADID	6,800	6,800
9911255Q4 JAMES R WATERS	334	334
9911255R2 HYANG M BICK	78	78
9911255S0 CRYSTAL A DAVIS	353	353
9911255T8 DEKOTA D JERNIGAN-FO	4,000	4,000
9911255V3 CARL REESE	7	7
9911278R5 SARA GHEESLING	2,684	2,684
9911278T1 TALIA GRAHAM	3,952	3,952
9911278V6 ANDREA HAVERLAND	1,011	1,011
9911278W4 KIMBERLY HAWKINS	4,000	4,000
9911278X2 CONOR MONAGHAN	9,250	9,250
9911278Y0 TAYLOR PAYNTER	4,000	4,000
9911278Z7 RACHEL ROZIER	4,000	4,000
9911290A6 ENIX CHLOE	791	791
9911358F4 JUAN CASTILLA	3,849	3,849
9911358G2 KELSEY FULTON	2,915	2,915
9911358H0 CELESTE GIANGIACOMO	1,804	1,804
9911358K3 AMANDA JOHNSON	59	59
9911358L1 QUENTIN JOHNSON	11,293	11,293
9911358M9 KA'SHARA LAMAR	1,937	1,937
9911358N7 LEO NARRISON	10,712	10,712
9911358P2 ROBERT PADGETT	4,000	4,000
9911358Q0 ANNA SHEPHERD	45	45
9911358R8 CHRISTOPHER SMITH	5,523	5,523
9911358S6 ASHLEY SWANSON	2,977	2,977
9911358T4 CHANCES WAITE	3,375	3,375
9911358U1 LAUREN WATSON	2,934	2,934
9911358V9 CHRISTOPHER WISENER	3,339	3,339
9911358W7 BAILEY WRIGHT	6,930	6,930
9911377A2 QUZAL HINZ	1,097	1,097
9911377B0 CHRISTIAN ZAPATA	664	664
9911429L6 STUDENT LOAN AMT $2,	1,800	1,800
9911429M4 STUDENT LOAN AMT $2,	16,000	16,000
9911429N2 STUDENT LOAN AMT $2,	4,000	4,000
9911429P7 STUDENT LOAN AMT $2,	7,556	7,556
9911465Q0 BRIANNA DOUGHERTY	3,046	3,046
9911465T4 BRIANNA WALSH	9,770	9,770
9911465U1 KENNETH GERBER	1,295	1,295
9911465Y3 TAYLER WALLACE	485	485
9911466A4 CALEB HEARN	354	354
9911495S0 ALEXANDRIA SKINNER	3,541	3,541
9911495T8 AYLEEN RITCHER SANCH	9,688	9,688
9911495U5 MEAGAN DALRYMPLE	4,000	4,000
9911495V3 EUGENIO FABRIZIO	6,336	6,336
9911495W1 CARRIE STURNIOLO	4,000	4,000
9911495Z4 GARRISON BEMIS	4,450	4,450
9911497W9 MARCUS GHEE	1,228	1,228
9911506F5 SARAH MCDONALD	8,247	8,247
9911506T5 JOSEPH WHITE	7,500	7,500
9911522K4 CAPRI FRAZIER	8,000	8,000
9911525Z8 DENAE RIVERA	2,000	2,000
9911528F9 KHALIL WALKER	2,000	2,000
9911533U9 BRANDON PALMER	4,000	4,000
9911533V7 MATTHEW GILBERT	4,000	4,000
9911533W5 COLE JOHNSON	4,000	4,000
9911533X3 LILY LEROY	4,000	4,000
9911533Y1 AUBREY MCCULLOUGH	4,000	4,000
9911535F0 DONNA TORRANCE	2,000	2,000
9911539J8 BRITTANY KELLY	2,000	2,000
9911539K5 ALEXIS STOKES	2,000	2,000
9911541K1 MADELINE CLYBURN	4,000	4,000
9911541L9 HALEY OLESON	1,845	1,845
9911547B5 NICHOLAS MANSHEIM	2,000	2,000
992004XQ9 BC/THOMAS, SHERRI	3,363	3,363
992097FS9 BC/MCDOUGALL, DEANA	11,548	11,548
993806QG6 BRITTANY HUNTER	2,000	2,000
993909YR5 IREKA CANTY	7,319	7,319
993909YS3 THOMAS EARP	1,014	1,014
993909YT1 KRISTIN HARGROVE	208	208
993909YU8 JOSAHANDY ROMAN	1,738	1,738
993909YX2 NAYSIA HUMPHREY	2,176	2,176
993909YY0 STEPHANIE MORRIS	4,050	4,050
994909SX8 JENNA BENNETT	7,623	7,623
994909TA7 CANZADA BRIDGES	96	96
994909TB5 PAYTON CAMPBELL	14,000	14,000
994909TC3 CHRISTOPHER CANNADY	1,394	1,394
994909TD1 JESSICA CANTRELL	94	94
994909TF6 KATHERINE COLLUM	75	75
994909TG4 KRISTEN HENNESSEY	197	197
994909TH2 SCOTLYN HILL	7,988	7,988
994909TN9 JULIA NYLANDER	4,000	4,000
994909TP4 REBECCA OUELLETTE	16,000	16,000
994909TS8 AMBER RABUN	35	35
994909TT6 DANIELLE RENDER	2,351	2,351
994909TV1 QUASHANNA SENSLEY	2,444	2,444
994909TX7 HAYDEN SLOAN	1,495	1,495
994909TY5 MARY TURBYFILL	7,353	7,353
994909UC1 DANIEL WARNER	12,258	12,258
994909UD9 JORDAN WEST	2,001	2,001
994909UE7 ARIEL WILLIAMS	3,313	3,313
994909UF4 REBECCA YANAI	7,253	7,253
994909UG2 PATRICK YOUNG	46	46
994909UH0 ROSALYN ZOCK	5,575	5,575
994929BB2 JAMES PIERCE	4,170	4,170
994929RZ2 ALISON MCINTOSH	435	435
994939KW5 TANEY TUCKER	1,432	1,432
994990Q93 JAMEEL JOHNSON	18,510	18,510
99A10AN44 BERRY COLLEGE STUDEN	1,000	1,000
99A10AN51 BERRY COLLEGE STUDEN	386	386
99A10AN93 BERRY COLLEGE STUDEN	1,000	1,000
99A10ANM4 BERRY COLLEGE STUDEN	92	92
99A10ANR3 BERRY COLLEGE STUDEN	994	994
99A10ANT9 BERRY COLLEGE STUDEN	532	532
99A10ANU6 BERRY COLLEGE STUDEN	1,000	1,000
99A10ANV4 BERRY COLLEGE STUDEN	1,000	1,000
99A10ANW2 BERRY COLLEGE STUDEN	99	99
99A10ANX0 BERRY COLLEGE STUDEN	6,759	6,759
99A10ANZ5 BERRY COLLEGE STUDEN	96	96
99A10AP34 BERRY COLLEGE STUDEN	0	0
99A10AP42 BERRY COLLEGE STUDEN	4,446	4,446
99A10AP83 BERRY COLLEGE STUDEN	2,120	2,120
99A10APA8 BERRY COLLEGE STUDEN	49	49
99A10APC4 BERRY COLLEGE STUDEN	115	115
99A10APF7 BERRY COLLEGE STUDEN	99	99
99A10APJ9 BERRY COLLEGE STUDEN	1,000	1,000
99A10APK6 BERRY COLLEGE STUDEN	1,899	1,899
99A10AQA7 BERRY COLLEGE STUDEN	5,000	5,000
99A10AQF6 BERRY COLLEGE STUDEN	28	28
99A10AQH2 BERRY COLLEGE STUDEN	1,723	1,723
99A10AQJ8 BERRY COLLEGE STUDEN	624	624
99A10AQM1 BERRY COLLEGE STUDEN	1,049	1,049
99A10AQT6 BERRY COLLEGE STUDEN	841	841
99A10AQZ2 BERRY COLLEGE STUDEN	92	92
99A10C789 VICTORIA BERRIOS	2,420	2,420
99A10C797 CAITLYN BUCKALEW	3,933	3,933
99A10C8A3 JASMINE DALLAS	3,009	3,009
99A10C8B1 TAYLOR KRAUSE	3,374	3,374
99A10C8C9 ALTON MCCLOUD	4,000	4,000
99A10C8D7 BRIANNA SAYLORS	5,135	5,135
99A10C8E5 NIA SMITH	7,675	7,675
99A10C8F2 JORDAN ARNETT	706	706
99A10C8G0 JESSIE MOORE	8,772	8,772
99A10C9K0 ETHAN MILLER	1,322	1,322
99A10C9L8 BREANNA COUCH	3,009	3,009
99A10DCV0 JOHN ROBERT GALE	3,726	3,726
99A10DER7 GENESIS NAZARIO	4,000	4,000
99A10DES5 DANIEL POLAND	1,200	1,200
99A10DF62 DAYANARA BULLOCK	2,000	2,000
99A10DFJ4 BETHANY PARKER	2,000	2,000

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

IA JOHN T HALL

EIN:

58-6026022

Description	Amount
ROUNDING	2
2020 TRANSACTION POSTED IN 2021	388
BASIS ADJUSTMENT TO LOANS	42,862
NEW LOANS ISSUED	39,650

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

IA JOHN T HALL

EIN:

58-6026022

Description	Amount
2019 TRANSACTION POSTED IN 2020	2,639
STUDENT LOAN RECIEPTS	82,209

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

IA JOHN T HALL

EIN:

58-6026022

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED	16,341	16,341

- TIN:

TY 2020 TaxesSchedule

Name:

IA JOHN T HALL

EIN:

58-6026022

Category	Amount	Net Investment Income
FEDERAL ESTIMATES - PRINCIPAL	1,051	0
FOREIGN TAXES ON QUALIFIED FOR	246	246
FOREIGN TAXES ON NONQUALIFIED	33	33