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
JACK AND JOYCE SAMPSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)211 NORTH BROADWAY SUITE 1000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63102
A Employer identification number

74-2852703
B Telephone number (see instructions)

(314) 244-5812
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$1,273,691
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) 101,283
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,707 19,707  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 93,939
b Gross sales price for all assets on line 6a 619,627
7 Capital gain net income (from Part IV, line 2)... 93,939
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........ 214,929 113,646  
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).......        
c Other professional fees (attach schedule).... 15,179 15,179   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,696 924   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)....... 228 228    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,103 16,331 0 0
25 Contributions, gifts, grants paid....... 68,015 68,015
26 Total expenses and disbursements. Add lines 24 and 25 85,118 16,331 0 68,015
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 129,811
b Net investment income (if negative, enter -0-) 97,315
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......... 46,758 39,930 39,930
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   26 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)..... 2,027    
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)....... 806,696 953,166 1,233,761
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 855,507 993,096 1,273,691
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 0  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 855,507 993,096
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)..... 855,507 993,096
30 Total liabilities and net assets/fund balances (see instructions). 855,507 993,096
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
855,507
2
Enter amount from Part I, line 27a .....................
2
129,811
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,429
4
Add lines 1, 2, and 3 ..........................
4
1,003,747
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,651
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
993,096
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 6. CONCHO RESOURCES INC   2019-12-19 2020-01-09
b 9. SERVICENOW INC   2019-10-11 2020-01-13
c 15. EATON CORP PLC   2019-10-11 2020-01-13
d 12. ZOETIS INC   2019-11-25 2020-01-24
e 9. FIDELITY NATIONAL INFO SERV   2019-04-09 2020-01-27
18. FORTIVE CORP   2019-12-13 2020-01-30
7. SERVICENOW INC   2019-10-11 2020-01-30
9. LYONDELLBASELL INDU-CL A     2020-01-30
19. LYONDELLBASELL INDU-CL A   2019-07-18 2020-01-30
45. ISHARES RUSSELL 2000 GROWTH   2019-05-06 2020-02-10
14. LILLY ELI & CO COM   2019-06-04 2020-02-10
6. MICROSOFT CORP COM   2018-11-12 2020-02-10
7. VANGUARD RUSSELL 1000 GROWTH   2019-04-03 2020-02-10
9. VANGUARD RUSSELL 1000 VALUE   2018-11-13 2020-02-10
23. VANGUARD MID-CAP VALUE ETF   2017-11-28 2020-02-10
5. CHARTER COMMUNICATIONS INC-A   2019-02-06 2020-02-13
7. DISNEY WALT CO COM   2019-06-26 2020-02-13
3. NVIDIA CORP   2019-11-04 2020-02-13
10. CME GROUP INC   2018-06-20 2020-02-18
6. SERVICENOW INC     2020-02-18
2. ADOBE SYS INC   2019-07-01 2020-02-19
67. CONOCOPHILLIPS     2020-02-19
22. DUKE ENERGY CORP   2008-08-26 2020-02-19
35. DUPONT DE NEMOURS INC   2019-12-13 2020-02-19
33. FORTIVE CORP   2019-12-13 2020-02-19
4. INTUITIVE SURGICAL INC     2020-02-19
10. L3HARRIS TECHNOLOGIES INC   2019-09-11 2020-02-19
19. SPLUNK INC   2019-12-04 2020-02-19
1677. US BANCORP DEL COM NEW   1999-12-07 2020-02-19
2. APPLE COMPUTER INC COM   2020-02-19 2020-02-21
6.9995 MORGAN STANLEY DEAN WITTER & COMPANY COM NEW   2020-02-19 2020-02-21
15.0005 MORGAN STANLEY DEAN WITTER & COMPANY COM NEW   2020-02-19 2020-02-21
6. NVIDIA CORP   2019-11-04 2020-02-21
6. FACEBOOK INC-CLASS A     2020-02-24
11. FIDELITY NATIONAL INFO SERV   2019-04-09 2020-02-24
4. THERMO ELECTRON CORP COM   2017-12-06 2020-02-25
87. VANGUARD MID-CAP VALUE ETF   2017-11-28 2020-02-25
13. ROSS STORES INC   2019-05-24 2020-02-27
22. TARGET CORP COM   2019-10-02 2020-02-27
58. GENERAL MILLS INC COM     2020-03-02
15. HONEYWELL INTERNATIONAL INC   2017-12-06 2020-03-02
21. AMERICAN INTERNATIONAL GROUP   2019-04-17 2020-03-04
33. TRUIST FINANCIAL CORP   2019-02-21 2020-03-04
63. TRUIST FINANCIAL CORP     2020-03-04
63.00022 AMERICAN INTERNATIONAL GROUP     2020-03-05
25.99978 AMERICAN INTERNATIONAL GROUP   2019-04-17 2020-03-05
4.00095 CHUBB LTD   2019-07-24 2020-03-05
8.99905 CHUBB LTD   2019-07-24 2020-03-05
57. AMERICAN INTERNATIONAL GROUP     2020-03-10
28. CONCHO RESOURCES INC   2019-12-19 2020-03-10
5.00008 PAYPAL HOLDINGS INC   2020-02-19 2020-03-10
8.99992 PAYPAL HOLDINGS INC   2020-02-19 2020-03-10
6.00042 MCDONALDS CORP COM     2020-03-11
3.99958 MCDONALDS CORP COM     2020-03-11
19. NIKE INC CLASS B   2019-10-11 2020-03-11
19. BOEING CO COM     2020-03-16
14. BOEING CO COM     2020-03-16
375. GENERAL ELEC CO COM   2020-03-02 2020-03-18
334. AT&T INC     2020-03-23
22.99939 BANK OF AMERICA CORP COM   2019-10-02 2020-03-25
58.00061 BANK OF AMERICA CORP COM   2019-10-02 2020-03-25
14. CITIGROUP INC   2018-01-05 2020-03-25
63. NUTRIEN LTD     2020-03-25
34. CISCO SYS INC COM   2020-02-19 2020-03-26
42. BANK OF AMERICA CORP COM   2019-09-11 2020-03-27
29. CHEVRONTEXACO CORP   2020-02-19 2020-03-27
5. CHEVRONTEXACO CORP   2018-06-20 2020-03-27
14. MOTOROLA SOLUTIONS INC   2020-02-19 2020-03-27
27. TARGET CORP COM     2020-03-27
16. PAYPAL HOLDINGS INC     2020-03-30
48. ROYAL DUTCH SHELL-SPON ADR-A   2020-02-19 2020-04-02
56. ROYAL DUTCH SHELL-SPON ADR-A     2020-04-02
19. ANTHEM INC     2020-04-07
52. CARRIER GLOBAL CORP     2020-04-07
1. GENERAL MILLS INC COM   2019-08-05 2020-04-09
52. CISCO SYS INC COM   2020-02-18 2020-04-15
18. ABBOTT LABS   2019-02-06 2020-04-20
1. AMAZON.COM INC COM   2018-10-29 2020-04-20
5. CITIGROUP INC   2017-12-15 2020-04-20
29. CITIGROUP INC     2020-04-20
26. OTIS WORLDWIDE CORP     2020-04-27
1. ALPHABET INC-CL A   2020-01-13 2020-04-28
2. DOLLAR GENERAL CORP   2017-12-06 2020-04-28
8. ROSS STORES INC   2019-03-06 2020-04-28
27. EATON CORP PLC     2020-04-28
8. PAYPAL HOLDINGS INC   2020-02-19 2020-04-30
19. CHUBB LTD     2020-04-30
1. AMAZON.COM INC COM   2018-12-24 2020-05-01
6. SERVICENOW INC     2020-05-01
28. DISNEY WALT CO COM     2020-05-04
11. MERCK & CO. INC.   2019-04-26 2020-05-04
29. MERCK & CO. INC.     2020-05-04
59. CITIGROUP INC     2020-05-05
17. VANGUARD MID-CAP VALUE ETF     2020-05-08
18. VANGUARD MID-CAP GROWTH ETF   2017-11-28 2020-05-08
3. BROADCOM INC   2020-02-19 2020-05-13
9. HONEYWELL INTERNATIONAL INC   2020-02-19 2020-05-13
4. NVIDIA CORP   2020-02-28 2020-05-13
21. PAYPAL HOLDINGS INC   2018-11-28 2020-05-13
63.99968 BANK OF AMERICA CORP COM     2020-05-14
73.00032 BANK OF AMERICA CORP COM   2020-02-19 2020-05-14
16.99993 J P MORGAN CHASE & CO COM     2020-05-14
16.00007 J P MORGAN CHASE & CO COM     2020-05-14
6. MCDONALDS CORP COM     2020-05-15
9. ALIBABA GROUP HOLDING-SP ADR     2020-05-21
11. MCDONALDS CORP COM   2019-08-06 2020-05-22
205. VANGUARD MID-CAP VALUE ETF   2017-11-28 2020-05-26
123. VANGUARD MID-CAP GROWTH ETF   2017-11-28 2020-05-26
8. ABBVIE INC   2020-02-19 2020-06-01
1. ALIBABA GROUP HOLDING-SP ADR   2020-03-03 2020-06-01
14. ASTRAZENECA PLC ADR   2020-05-04 2020-06-01
17. MONDELEZ INTERNATIONAL INC-A   2020-02-19 2020-06-01
3. SERVICENOW INC   2020-03-26 2020-06-01
5. UNITEDHEALTH GROUP INC COM   2017-12-06 2020-06-01
6. PEPSICO INC COM   2020-02-19 2020-06-02
9. BERKSHIRE HATHAWAY INC-CL B     2020-06-05
42. PROGRESSIVE CORP OHIO COM   2020-05-14 2020-06-05
53. ASTRAZENECA PLC ADR     2020-06-08
2. ROPER TECHNOLOGIES INC   2020-04-09 2020-06-09
18. QUALCOMM INC COM   2020-01-24 2020-06-11
47. MERCK & CO. INC.     2020-06-16
25. MERCK & CO. INC.   2020-03-25 2020-06-16
7. LAM RESEARCH CORP   2019-12-10 2020-06-22
21. INTERNATIONAL BUSINESS MACHS COM   2020-03-03 2020-06-23
35. COCA-COLA EUROPACIFIC PARTNE   2020-02-19 2020-06-23
33. DOVER CORP COM     2020-06-25
12. ROSS STORES INC     2020-06-25
11. AMGEN INC COM   2020-02-10 2020-07-06
1. ALPHABET INC-CL A   2018-07-10 2020-07-08
14. MICROSOFT CORP COM     2020-07-08
80. EXELON CORP     2020-07-14
2. ADOBE SYS INC   2019-07-01 2020-07-16
1. AMAZON.COM INC COM   2017-12-06 2020-07-16
3. MICROSOFT CORP COM   2018-04-04 2020-07-21
2. THERMO ELECTRON CORP COM   2019-05-14 2020-07-21
13. APPLE COMPUTER INC COM   2017-12-06 2020-07-27
15. ACTIVISION BLIZZARD INC     2020-08-04
9. QUALCOMM INC COM     2020-08-13
6. ZOETIS INC   2020-06-16 2020-08-13
5. FACEBOOK INC-CLASS A   2017-12-06 2020-08-18
2. SERVICENOW INC   2020-07-15 2020-08-18
1. THERMO ELECTRON CORP COM   2019-05-14 2020-08-18
23. COPART INC     2020-08-20
10. SALESFORCE.COM INC     2020-08-26
3. ADOBE SYS INC   2019-07-01 2020-08-27
5. ALIBABA GROUP HOLDING-SP ADR     2020-08-27
8. FACEBOOK INC-CLASS A   2017-12-06 2020-08-27
24. PNC BANK CORPORATION   2020-05-27 2020-08-27
52. RAYTHEON TECHNOLOGIES CORP     2020-08-27
20. ABBOTT LABS     2020-08-28
3. SALESFORCE.COM INC   2017-12-12 2020-09-03
2. SALESFORCE.COM INC   2020-02-19 2020-09-03
2. SERVICENOW INC   2020-07-15 2020-09-03
60. BANK OF AMERICA CORP COM     2020-09-10
47. EOG RES INC   2020-04-30 2020-09-10
21. XPO LOGISTICS INC     2020-09-10
13. J P MORGAN CHASE & CO COM   2020-03-12 2020-09-16
32. COPART INC   2020-04-27 2020-09-17
33. SOUTHWEST AIRLS CO COM   2020-06-02 2020-09-17
11. UNION PAC CORP COM   2020-04-24 2020-09-17
6. CONOCOPHILLIPS   2020-04-27 2020-09-22
18. INTERNATIONAL BUSINESS MACHS COM     2020-09-22
2. PEPSICO INC COM   2020-02-19 2020-09-22
45. COCA-COLA EUROPACIFIC PARTNE   2018-07-09 2020-09-22
5. COCA-COLA EUROPACIFIC PARTNE   2020-02-19 2020-09-22
19. ISHARES RUSSELL 2000 GROWTH   2019-05-06 2020-09-23
21.00012 VANGUARD SMALL-CAP VALUE ETF   2017-11-28 2020-09-23
14.99988 VANGUARD SMALL-CAP VALUE ETF   2017-11-28 2020-09-23
10. SALESFORCE.COM INC     2020-09-24
22. INTERNATIONAL BUSINESS MACHS COM     2020-10-02
2450. JANUS HENDERSON FORTY-T     2020-10-08
19. AMGEN INC COM     2020-10-12
20. VONTIER CORP   2020-09-10 2020-10-12
7. UNITEDHEALTH GROUP INC COM   2017-12-06 2020-10-21
15. XPO LOGISTICS INC   2020-03-30 2020-10-21
5. NVIDIA CORP     2020-11-02
1. ALPHABET INC-CL A   2019-10-17 2020-11-06
5. FACEBOOK INC-CLASS A   2019-09-30 2020-11-06
14. QUALCOMM INC COM   2020-02-19 2020-11-06
46. ACTIVISION BLIZZARD INC   2020-02-13 2020-11-09
3. ADOBE SYS INC   2019-07-01 2020-11-09
7. PAYPAL HOLDINGS INC   2018-11-28 2020-11-09
1. PAYPAL HOLDINGS INC   2020-11-03 2020-11-09
2. BOOKING HOLDINGS INC   2020-06-01 2020-11-10
.8 VONTIER CORP   2020-09-10 2020-11-13
99. GENERAL ELEC CO COM   2020-09-17 2020-11-20
4. UNION PAC CORP COM   2020-10-26 2020-11-20
51. GENERAL ELEC CO COM   2020-09-17 2020-11-25
7. HONEYWELL INTERNATIONAL INC   2017-12-06 2020-11-25
3. UNION PAC CORP COM   2020-10-26 2020-11-25
22. LYONDELLBASELL INDU-CL A   2020-08-27 2020-11-25
12. J P MORGAN CHASE & CO COM     2020-12-03
5. LAM RESEARCH CORP     2020-12-03
1. AMAZON.COM INC COM   2017-12-06 2020-12-14
8. PROLOGIS INC     2020-12-14
1. CHARTER COMMUNICATIONS INC-A   2020-05-04 2020-12-16
15. CROWN HOLDINGS INC   2020-01-30 2020-12-16
2. FIDELITY NATIONAL INFO SERV   2019-07-12 2020-12-16
13. NIKE INC CLASS B   2019-10-11 2020-12-16
9. PEPSICO INC COM   2020-02-19 2020-12-16
9. PROCTER & GAMBLE CO COM     2020-12-16
30. PROLOGIS INC   2017-12-06 2020-12-16
31. FIDELITY NATIONAL INFO SERV     2020-12-28
19. ISHARES RUSSELL 2000 GROWTH   2019-05-06 2020-12-28
28. ISHARES MSCI EAFE SMALL-CAP   2019-02-20 2020-12-28
49. ISHARES CORE MSCI EMERGING     2020-12-28
5. NVIDIA CORP   2019-11-04 2020-12-28
36. VANGUARD MID-CAP VALUE ETF   2017-11-28 2020-12-28
29. VANGUARD MID-CAP GROWTH ETF   2017-11-28 2020-12-28
34. VANGUARD SMALL-CAP VALUE ETF     2020-12-28
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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    
(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 534   492 42
b 2,719   2,428 291
c 1,417   1,224 193
d 1,648   1,451 197
e 1,317   1,023 294
1,351   1,372 -21
2,344   1,888 456
738   733 5
1,558   1,645 -87
9,911   9,226 685
2,006   1,648 358
1,117   646 471
1,353   1,113 240
1,082   961 121
2,761   2,498 263
2,670   1,706 964
990   979 11
818   621 197
2,122   1,678 444
2,138   1,456 682
768   601 167
3,970   3,934 36
2,234   1,172 1,062
1,879   2,328 -449
2,543   2,515 28
2,464   1,967 497
2,263   2,074 189
3,315   2,810 505
91,926   32,086 59,840
634   647 -13
368   394 -26
788   843 -55
1,782   1,242 540
1,198   967 231
1,655   1,250 405
1,264   734 530
10,063   9,447 616
1,506   1,204 302
2,342   2,309 33
2,911   3,115 -204
2,422   2,209 213
874   973 -99
1,520   1,709 -189
2,902   3,161 -259
2,604   2,950 -346
1,075   1,205 -130
589   602 -13
1,325   1,354 -29
2,009   3,067 -1,058
1,375   2,296 -921
529   622 -93
953   1,119 -166
1,162   1,249 -87
775   797 -22
1,595   1,795 -200
2,666   6,344 -3,678
1,964   4,880 -2,916
2,399   4,186 -1,787
8,999   11,403 -2,404
472   649 -177
1,190   1,637 -447
555   1,052 -497
1,841   2,939 -1,098
1,312   1,568 -256
905   1,481 -576
2,045   3,218 -1,173
353   625 -272
1,943   2,605 -662
2,536   2,970 -434
1,546   2,014 -468
1,838   2,417 -579
2,144   3,521 -1,377
4,422   4,518 -96
786   1,224 -438
57   53 4
2,153   2,425 -272
1,737   1,320 417
2,428   1,560 868
226   501 -275
1,309   2,247 -938
1,248   1,835 -587
1,257   1,430 -173
361   182 179
755   765 -10
2,243   2,302 -59
971   994 -23
2,093   3,009 -916
2,305   1,343 962
2,085   1,710 375
2,844   3,764 -920
845   842 3
2,227   2,368 -141
2,683   4,693 -2,010
1,548   1,850 -302
2,728   2,296 432
807   946 -139
1,129   1,633 -504
1,289   1,030 259
3,030   1,731 1,299
1,359   2,103 -744
1,550   2,538 -988
1,454   2,312 -858
1,368   2,092 -724
1,033   1,383 -350
1,910   1,960 -50
2,022   2,344 -322
19,389   22,261 -2,872
19,402   15,691 3,711
733   756 -23
204   210 -6
764   730 34
883   1,010 -127
1,148   825 323
1,507   1,101 406
789   875 -86
1,791   2,058 -267
3,386   3,039 347
2,778   2,367 411
799   649 150
1,570   1,640 -70
3,556   3,530 26
1,892   1,712 180
2,175   1,897 278
2,551   2,811 -260
1,380   1,939 -559
2,993   3,506 -513
1,013   970 43
2,901   2,501 400
1,499   1,170 329
2,942   1,648 1,294
3,004   3,780 -776
838   601 237
2,930   1,155 1,775
628   266 362
815   533 282
4,889   2,199 2,690
1,268   961 307
1,026   813 213
955   815 140
1,300   881 419
874   839 35
417   267 150
2,306   1,802 504
2,715   1,347 1,368
1,539   902 637
1,425   1,011 414
2,380   1,410 970
2,694   2,739 -45
3,185   4,083 -898
2,226   1,450 776
799   315 484
532   387 145
949   839 110
1,531   2,406 -875
1,880   2,288 -408
1,820   1,310 510
1,304   2,114 -810
3,291   2,411 880
1,373   1,145 228
2,216   1,702 514
205   215 -10
2,161   2,253 -92
264   292 -28
1,762   1,842 -80
196   277 -81
4,163   3,895 268
2,316   2,742 -426
1,655   1,959 -304
2,345   1,926 419
2,647   2,613 34
114,709   101,283 13,426
4,541   4,254 287
576   565 11
2,266   1,542 724
1,434   816 618
2,553   1,085 1,468
1,754   1,257 497
1,461   888 573
2,034   1,259 775
3,587   2,869 718
1,465   902 563
1,340   577 763
191   185 6
3,999   3,310 689
23   23  
956   708 248
814   732 82
533   365 168
1,455   1,031 424
621   549 72
1,968   1,507 461
1,456   1,460 -4
2,443   1,485 958
3,181   1,156 2,025
782   519 263
648   520 128
1,476   1,117 359
289   257 32
1,797   1,228 569
1,307   1,313 -6
1,243   985 258
2,993   1,939 1,054
4,356   3,642 714
5,549   3,895 1,654
1,903   1,596 307
2,963   2,410 553
2,566   1,035 1,531
4,234   3,909 325
6,145   3,700 2,445
4,828   4,620 208
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
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       42
b       291
c       193
d       197
e       294
      -21
      456
      5
      -87
      685
      358
      471
      240
      121
      263
      964
      11
      197
      444
      682
      167
      36
      1,062
      -449
      28
      497
      189
      505
      59,840
      -13
      -26
      -55
      540
      231
      405
      530
      616
      302
      33
      -204
      213
      -99
      -189
      -259
      -346
      -130
      -13
      -29
      -1,058
      -921
      -93
      -166
      -87
      -22
      -200
      -3,678
      -2,916
      -1,787
      -2,404
      -177
      -447
      -497
      -1,098
      -256
      -576
      -1,173
      -272
      -662
      -434
      -468
      -579
      -1,377
      -96
      -438
      4
      -272
      417
      868
      -275
      -938
      -587
      -173
      179
      -10
      -59
      -23
      -916
      962
      375
      -920
      3
      -141
      -2,010
      -302
      432
      -139
      -504
      259
      1,299
      -744
      -988
      -858
      -724
      -350
      -50
      -322
      -2,872
      3,711
      -23
      -6
      34
      -127
      323
      406
      -86
      -267
      347
      411
      150
      -70
      26
      180
      278
      -260
      -559
      -513
      43
      400
      329
      1,294
      -776
      237
      1,775
      362
      282
      2,690
      307
      213
      140
      419
      35
      150
      504
      1,368
      637
      414
      970
      -45
      -898
      776
      484
      145
      110
      -875
      -408
      510
      -810
      880
      228
      514
      -10
      -92
      -28
      -80
      -81
      268
      -426
      -304
      419
      34
      13,426
      287
      11
      724
      618
      1,468
      497
      573
      775
      718
      563
      763
      6
      689
       
      248
      82
      168
      424
      72
      461
      -4
      958
      2,025
      263
      128
      359
      32
      569
      -6
      258
      1,054
      714
      1,654
      307
      553
      1,531
      325
      2,445
      208
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 93,939
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,353
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 1,353
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 1,353
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,600
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 4,247
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,247 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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)
    bullet
    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
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTIAA FSB Telephone no.bullet (314) 244-5812

    Located atbullet211 N BROADWAY SUITE 1000ST LOUISMO ZIP+4bullet63102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN J SAMPSON PRESIDENT
    2
    0    
    7305 MESA DR
    AUSTIN,TX78731
    JOYCE C SAMPSON VP, SECRETARY, TREASURER
    1
    0    
    7305 MESA DR
    AUSTIN,TX78731
    MARGARET J SAMPSON DIRECTOR
    1
    0    
    4105 RAVINE RIDGE
    AUSTIN,TX78746
    ELEANOR H SAMPSON DIRECTOR
    1
    0    
    6508 N 19TH DR
    PHOENIX,AZ85301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,023,629
    b
    Average of monthly cash balances.......................
    1b
    35,105
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,058,734
    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
    1,058,734
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,881
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,042,853
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    52,143
    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
    52,143
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,353
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,353
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    50,790
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    50,790
    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
    50,790
    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
    68,015
    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
    68,015
    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
    68,015
    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 50,790
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 27,242
    d From 2018...... 6,027
    e From 2019...... 11,360
    fTotal of lines 3a through e........ 44,629
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 68,015
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 50,790
    e Remaining amount distributed out of corpus 17,225
    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 61,854
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    61,854
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 27,242
    c Excess from 2018.... 6,027
    d Excess from 2019.... 11,360
    e Excess from 2020.... 17,225
    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).)
    JOHN J SAMPSON AND JOYCE C SAMPSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    PEOPLE'S COMMUNITY CLINIC
    1101 CAMINO LA COSTA
    AUSTIN,TX78752
    NONE N/A GENERAL FUNDING 6,000
    CASA OF WILLIAMSON COUNTY
    2100 SCENIC DR SUITE 110
    GEORGETOWN,TX78626
    NONE N/A GENERAL FUNDING 700
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK ST SE SUITE 500
    MINNEAPOLIS,MN55455
    NONE N/A GENERAL FUNDING 3,000
    PFLASA-PARENTS AND FRIENDS OF LASA
    7309 LAZY CREEK DRIVE
    AUSTIN,TX78724
    NONE N/A GENERAL FUNDING 1,000
    UNITED WAY FOR GREATER AUSTIN
    2000 E MARTIN LUTHER KING JR BLVD
    AUSTIN,TX78702
    NONE N/A GENERAL FUNDING 5,515
    BAYLOR COLLEGE OF MEDICINE
    PO BOX 4976
    HOUSTON,TX77210
    NONE N/A GENERAL FUNDING 3,000
    VOLUNTEER LEGAL SVCS OF CENTRAL TEXAS
    1033 LA POSADA DR SUITE 374
    AUSTIN,TX78752
    NONE N/A GENERAL FUNDING 2,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DR
    AUSTIN,TX78744
    NONE N/A GENERAL FUNDING 1,000
    AUSTIN THE SAFE ALLIANCE
    PO BOX 19454
    Austin,TX78760
    NONE N/A GENERAL FUNDING 7,000
    CASA OF TRAVIS COUNTY
    7600 CHEVY CHASE DR SUITE 200
    AUSTIN,TX78752
    NONE N/A GENERAL FUNDING 3,000
    CENTER FOR PUBLIC POLICY PRIORITIES
    7020 EASY WIND DR SUITE 200
    AUSTIN,TX78752
    NONE N/A GENERAL FUNDING 6,000
    KUT PUBLIC RADIO
    2504B WHITIS
    AUSTIN,TX78705
    NONE N/A GENERAL FUNDING 11,300
    KMFA FM 895
    3001 N LAMAR 100
    AUSTIN,TX78705
    NONE N/A GENERAL FUNDING 500
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129
    NONE N/A GENERAL FUNDING FOR THE 2,000
    KERA PUBLIC RADIO & TELEVISION
    3000 HARRY HINES BLVD
    DALLAS,TX75201
    NONE N/A GENERAL FUNDING 4,000
    TEXAS CASA INC
    1501 W ANDERSON LN SUITE B2
    AUSTIN,TX78757
    NONE N/A GENERAL FUNDING 5,000
    KLRU-TV AUSTIN PBS
    2504 WHITIS AVE B
    AUSTIN,TX78712
    NONE N/A GENERAL FUNDING 7,000
    Total .................................bullet 3a 68,015
    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 19,707  
    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 93,939  
    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)..   113,646  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    113,646
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
     
    Employer identification number

    74-2852703
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
     
    Employer identification number
    74-2852703
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JACK JOYCE SAMPSON
    7305 MESA DR
     
    AUSTIN, TX78731

    $ 101,283


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
     
    Employer identification number

    74-2852703
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    2450 UNITS OF JANUS HENDERSON FORTY FUND $ 101,283 2020-07-02
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
     
    Employer identification number

    74-2852703
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 OtherDecreasesSchedule
    Name:
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
    EIN:
    74-2852703
    Description Amount
    2020 SALES TIMING DIFFERENCE 6,648
    WASH SALES 4,003


    TY 2020 OtherExpensesSchedule
    Name:
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
    EIN:
    74-2852703
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 228 228   0


    TY 2020 OtherIncreasesSchedule
    Name:
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
    EIN:
    74-2852703
    Description Amount
    2020 FEE PAID IN 2021 129
    2020 GRANTS PAID IN 2021 18,300


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
    EIN:
    74-2852703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AGENCY FEES 15,179 15,179    


    TY 2020 TaxesSchedule
    Name:
    JACK AND JOYCE SAMPSON FAMILY FOUNDATION
    EIN:
    74-2852703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 25 25   0
    EXCISE TAX PAYMENTS 772 0   0
    FOREIGN TAXES ON QUALIFIED FOR 729 729   0
    FOREIGN TAXES ON NONQUALIFIED 170 170   0