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
Peery Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

94-2460894
B Telephone number (see instructions)

(800) 839-1754
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$47,777,308J 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) 100
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,557 3,557  
4 Dividends and interest from securities... 934,842 934,842  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 147,094
b Gross sales price for all assets on line 6a 13,293,595
7 Capital gain net income (from Part IV, line 2)... 147,094
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 787,488 786,814  
12 Total. Add lines 1 through 11........ 1,873,081 1,872,307  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 1,380,022     1,380,022
15 Pension plans, employee benefits....... 314,677     314,677
16a Legal fees (attach schedule)......... Click to see attachment 541 0 0 541
b Accounting fees (attach schedule)....... Click to see attachment 26,950 0 0 26,950
c Other professional fees (attach schedule).... Click to see attachment 256,181     256,181
17 Interest............... 93      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 112,912 11,464    
19 Depreciation (attach schedule) and depletion... Click to see attachment 8,043   0
20 Occupancy.............. 33,084     33,084
21 Travel, conferences, and meetings....... 26,458     26,458
22 Printing and publications.......... 319     319
23 Other expenses (attach schedule)....... Click to see attachment 174,507 4,255   170,252
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,333,787 15,719 0 2,208,484
25 Contributions, gifts, grants paid....... 1,390,590 1,390,590
26 Total expenses and disbursements. Add lines 24 and 25 3,724,377 15,719 0 3,599,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,851,296
b Net investment income (if negative, enter -0-) 1,856,588
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 552,061 257,353 257,353
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,423,582 Click to see attachment31,504,571 34,681,853
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,830,000
Less: accumulated depreciation (attach schedule) bullet   1,830,000 Click to see attachment1,830,000 1,830,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 910,746 Click to see attachment1,286,922 10,997,961
14 Land, buildings, and equipment: basis bullet166,523
Less: accumulated depreciation (attach schedule) bullet156,382 18,184 Click to see attachment10,141 10,141
15 Other assets (describe bullet) 5,210    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,739,783 34,888,987 47,777,308
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 36,739,783 34,888,987
29 Total net assets or fund balances (see instructions)..... 36,739,783 34,888,987
30 Total liabilities and net assets/fund balances (see instructions). 36,739,783 34,888,987
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
36,739,783
2
Enter amount from Part I, line 27a .....................
2
-1,851,296
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
500
4
Add lines 1, 2, and 3 ..........................
4
34,888,987
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,888,987
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,293,595   13,135,189 158,406
b       -11,312
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       158,406
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 147,094
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 25,807
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  
3 Add lines 1 and 2........................... 3 25,807
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,807
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 57,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 31,593
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet31,593 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    David Peery Dir, Pres
    20.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Dennis T Peery Sec, Dir
    10.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jason D Peery Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jennifer L Peery Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mildred D Peery Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Richard T Peery Chairman of the Board, Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
    JESSAMYN LAUClick to see attachment CO-CEO, EXEC DIR
    40.0     		289,037 47,495  
    501 SILVERSIDE RD STE 123
    WILMINGTON,DE19809
    AVANI PATELClick to see attachment PORT&TEAM DIR,CO-CEO
    40.0     		259,673 53,421  
    501 SILVERSIDE RD STE 123
    WILMINGTON,DE19809
    LEAH WILBERDINGClick to see attachment PEER RELATIONSHIP MG
    40.0     		166,567 17,644  
    501 SILVERSIDE RD STE 123
    WILMINGTON,DE19809
    NORA RAZONClick to see attachment LOCAL PORTFOLIO MGR
    40.0     		164,722 14,925  
    501 SILVERSIDE RD STE 123
    WILMINGTON,DE19809
    LINDSEY PADJENClick to see attachment GLOBAL PORTFOLIO MGR
    40.0     		149,587 16,192  
    501 SILVERSIDE RD STE 123
    WILMINGTON,DE19809
    Total number of other employees paid over $50,000...................bullet 6
    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
    Catchafire Philanthropic 105,000
    31 E 32nd St 3rd Floor
    New York,NY10016
    Mighty Ally Philanthropic 73,000
    5407A California Ave
    Nashville,TN37209
    Foundation Source Administrative 76,400
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Learning for Action Philanthropic 60,510
    PO Box 411490
    San Francisco,CA94141
    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 CAPACITY-BUILDING TRAINING -TRAINING OPPORTUNITIES FOR GRANTEES WITH THE PURPOSE OF INCREASING CAPACITY FOR LONG- TERM ORGANIZATIONAL SUSTAINABILITY 202,380
    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
    33,078,562
    b
    Average of monthly cash balances.......................
    1b
    638,106
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,827,961
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,544,629
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    46,544,629
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    698,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    45,846,460
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,292,323
    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
    2,292,323
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,807
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,807
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,266,516
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    2,267,016
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,267,016
    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
    3,599,074
    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
    3,599,074
    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
    3,599,074
    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 2,267,016
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 681,915
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,599,074
    a Applied to 2019, but not more than line 2a 681,915
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 2,267,016
    e Remaining amount distributed out of corpus 650,143
    5 Excess distributions carryover applied to 2020.    
    (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 5 650,143
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		650,143
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 650,143
    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).)
    RICHARD T PEERY
    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
    ABSOLUTE RETURN FOR KIDS US INC
    16 RYAN ST
    SYOSSET,NY11791     		N/A PC STiR program 500
    AFRICAN SOUP INC
    PO BOX 76644
    ATLANTA,GA30358     		N/A PC General & Unrestricted 600
    ALL FIVE
    5 REYNA PL
    MENLO PARK,CA94025     		N/A PC General & Unrestricted 550
    ALL STUDENTS MATTER
    PO BOX 384
    MENLO PARK,CA94026     		N/A PC General & Unrestricted 550
    AMAL ACADEMY INC
    10593 ROCK VIEW CT
    AUBURN,CA95602     		N/A PC General & Unrestricted 100,000
    ASPIRE PUBLIC SCHOOLS
    1001 22ND AVE STE 100
    OAKLAND,CA94606     		N/A PC General & Unrestricted 550
    CANOPY
    3921 E BAYSHORE RD
    PALO ALTO,CA94303     		N/A PC General & Unrestricted 20,000
    CARMEL RIVER WATERSHED CONSERVANCY
    225 CROSSROADS BLVD STE 322
    CARMEL,CA93923     		N/A PC General & Unrestricted 1,000
    CENTER FOR EMPLOYMENT OPPORTUNITIES INC
    50 BROADWAY 17TH FL
    NEW YORK,NY10004     		N/A PC CEO's work in California 100,000
    CHRISTMAS BUREAU OF PALO ALTO
    PO BOX 51874
    PALO ALTO,CA94303     		N/A PC General & Unrestricted 10,000
    COLLEGE TRACK
    117 BROADWAY AVE
    OAKLAND,CA94612     		N/A PC General & Unrestricted 550
    COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC
    1861 BAY RD
    E PALO ALTO,CA94303     		N/A PC General & Unrestricted 200,000
    COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC
    1861 BAY RD
    E PALO ALTO,CA94303     		N/A PC capacity building project and general support 52,500
    COUNSELING AND SUPPORT SERVICES FOR YOUTH
    544 VALLEY WAY
    MILPITAS,CA95035     		N/A PC General & Unrestricted 200,000
    COUNSELING AND SUPPORT SERVICES FOR YOUTH
    544 VALLEY WAY
    MILPITAS,CA95035     		N/A PC Capacity building project to update electronic health records system 50,000
    CYCLE CONNECT INC
    244 5TH AVE STE D222
    NEW YORK,NY10001     		N/A PC General & Unrestricted 550
    D-REV DESIGN FOR THE OTHER NINETY PERCENT
    695 MINNESOTA ST
    SAN FRANCISCO,CA94107     		N/A PC General & Unrestricted 550
    DREAM CATCHERS INC
    PO BOX 60902
    PALO ALTO,CA94306     		N/A PC General & Unrestricted 550
    EASTSIDE COLLEGE PREPARATORY SCHOOL INC
    1041 MYRTLE ST
    E PALO ALTO,CA94303     		N/A PC General & Unrestricted 100,000
    EDUCATE
    PO BOX 12302
    DENVER,CO80212     		N/A PC General & Unrestricted 550
    FRIENDS OFRAISING THE VILLAGE INCORPORATED
    511 AVE OF THE AMERICAS
    NEW YORK,NY10011     		N/A PC Raising the Village program 100,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1725 DESALES ST NW STE 404
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 3,590
    HACK THE HOOD INC
    439 INTERNATIONAL BLVD STE 1
    OAKLAND,CA94606     		N/A PC General & Unrestricted 550
    HOOVER INSTITUTION -STANFORD UNIVERSITY
    434 GALVEZ MALL STANFORD UNIVERSI
    STANFORD,CA94305     		N/A PC General & Unrestricted 10,000
    ILEAP
    PO BOX 15308
    SEATTLE,WA98115     		N/A PC Perennial Leadership Fiscal Sponsor fund 78,000
    ILEAP
    PO BOX 15308
    SEATTLE,WA98115     		N/A PC Perennial Leadership Fiscal Sponsor fund 32,500
    KIPP BAY AREA SCHOOLS
    1000 BROADWAY STE 460
    OAKLAND,CA94607     		N/A PC General & Unrestricted 550
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    MONTEREY,CA93940     		N/A PC General & Unrestricted 2,500
    MUSO INC
    3254 19TH ST 2ND FL
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 550
    NEW TEACHER CENTER
    1205 PACIFIC AVE
    SANTA CRUZ,CA95060     		N/A PC General & Unrestricted 550
    SAN FRANCISCO FORTY-NINERS ACADEMY
    2695 FORDHAM ST
    E PALO ALTO,CA94303     		N/A PC General & Unrestricted 550
    SCRIPTED INC
    85 BROAD ST 17TH FL
    NEW YORK,NY10004     		N/A PC General & Unrestricted 550
    SILICON VALLEY COMMUNITY FOUNDATION
    2440 W EL CAMINO REAL STE 300
    MOUNTAIN VIEW,CA94040     		N/A PC Palo Alto Weekly Program 10,000
    SMILE & OLIVE FOUNDATION
    2407 15TH ST NW APT 403
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 600
    St Johns High School
    360 S REDSKIN DR
    St Johns,AZ85936     		N/A GOV DeWitt Scholarship fund 10,000
    STARVISTA
    610 ELM ST STE 212
    SAN CARLOS,CA94070     		N/A PC general support and Menlo Atherton Case Management program 100,000
    STREET BUSINESS SCHOOL
    PO BOX 370
    NIWOT,CO80544     		N/A PC General & Unrestricted 100,000
    SUNNYVALE COMMUNITY SERVICES
    725 KIFER RD
    SUNNYVALE,CA94086     		N/A PC General & Unrestricted 100,000
    THE BOMA PROJECT INC
    PO BOX 1865
    MANCHESTR CTR,VT05255     		N/A PC General & Unrestricted 550
    UPAYA SOCIAL VENTURES
    500 YALE AVE N STE 202
    SEATTLE,WA98109     		N/A PC General & Unrestricted 550
    Total .................................bullet 3a 1,390,590
    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 ...........     		    14 3,557  
    4 Dividends and interest from securities....     14 934,842  
    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 ............     		    18 147,094  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 787,488  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,872,981  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,872,981
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 20,000     20,000
    Tax Return Preparation/Review 6,950     6,950

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

    TY 2020 DepreciationSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND - EL DORADO 2006-03-29 1,830,000   L       0  
    COMPUTER(DATABASE) 2011-12-06 7,113 7,113 SL 5     0  
    COMPUTER-IMAC-CEEC 2011-07-22 1,450 1,450 SL 5     0  
    COMPUTER-IMAC-DAVE 2011-07-26 2,175 2,175 SL 5     0  
    COMPUTER-IMAC-JESS 2011-07-22 1,550 1,550 SL 5     0  
    COMP (IPAD - CONF) 2017-02-01 1,263 1,058 SL 5 98   0  
    COMPUTER-LMAC 27" 2015-10-14 2,064 2,026 SL 5 38   0  
    COMPUTER-MACBK AIR 2013-10-22 1,744 1,744 SL 5     0  
    COMPUTER-NORTEL SW 2012-06-08 3,005 3,005 SL 5     0  
    COMPUTER-SCANSNAP2 2011-07-19 838 838 SL 5     0  
    COMPUTER (TELCO) 2012-06-08 4,143 4,143 SL 5     0  
    COMP (TV FOR CONF) 2017-01-25 791 663 SL 5 62   0  
    COMPUTER 2009-06-19 1,548 1,548 SL 5     0  
    13" MACBOOK AIR 2018-06-21 1,180 264 SL 5 264   0  
    IMAC - CONF ROOM 2014-04-28 2,129 2,129 SL 5     0  
    MACBK AIR-J MORRIS 2014-12-17 1,748 1,748 SL 5     0  
    MACBK AIR-JESSAMYN 2015-06-09 1,416 1,372 SL 5 44   0  
    MACBK AIR-JOCELYN 2016-04-25 1,338 1,228 SL 5 84   0  
    MACBK AIR-NATALIA 2016-07-28 1,551 1,415 SL 5 86   0  
    PRINTER 2010-11-18 929 929 SL 5     0  
    4 POLYCOM PHONES 2013-02-27 1,460 1,460 SL 5     0  
    KITCHEN HVAC 2017-05-12 4,782 4,578 SL 7 204   0  
    3 NESTING TABLES 2012-07-19 522 522 SL 7     0  
    KNOLL CHADW CHAIRS 2011-07-18 2,165 2,165 SL 7     0  
    CHAIR 2012-11-19 854 854 SL 7     0  
    CHAIRS & END TABLE 2017-01-03 952 719 SL 7 58   0  
    CHAIRS 2017-01-27 1,781 1,343 SL 7 108   0  
    COAT RACK 2012-04-24 293 293 SL 7     0  
    COFFEE TABLE 2012-07-19 745 745 SL 7     0  
    CONF TABLE &CHAIRS 2017-03-30 14,783 11,121 SL 7 863   0  
    COUCH 2012-07-19 1,256 1,256 SL 7     0  
    DESK LAMP 2013-03-19 239 233 SL 7 6   0  
    END TABLE 2017-01-03 586 443 SL 7 36   0  
    FLOOR LAMP 2012-06-20 379 379 SL 7     0  
    FUTISU MINI SPLIT 2011-07-12 7,275 7,275 SL 7     0  
    GLASS WHITE BOARD 2011-11-01 1,894 1,894 SL 7     0  
    LIGHT FIXTURE 2012-09-21 706 702 SL 7 4   0  
    FURNITURE (MISC.) 2012-07-19 367 367 SL 7     0  
    MIX WOOD CREDENZA 2013-06-17 2,700 2,586 SL 7 114   0  
    PLATFORM BENCH 2012-06-20 781 781 SL 7     0  
    POLYCOM PHONE 2013-08-30 228 228 SL 7     0  
    SIDE TABLE 2012-02-16 231 231 SL 7     0  
    WHTE LAM REC TABLE 2014-02-21 2,396 2,111 SL 7 250   0  
    5 OFFICE WORKSTATN 2017-01-18 30,391 22,870 SL 7 1,857   0  
    CITYSAC CHAIRS (2) 2016-12-16 916 756 SL 7 40   0  
    WHITE VINYL CHAIRS 2014-03-05 1,166 1,096 SL 7 60   0  
    OFF IMP-DOOR&HARDW 2016-12-14 1,700 1,609 SL 15 91   0  
    OFF IMP-EL TO HVAC 2016-12-14 1,750 1,656 SL 15 94   0  
    KITCHEN CABS/CNTRS 2018-01-01 12,600 10,890 SL 39 1,710   0  
    OFF IMP-MINI AC 2016-09-15 4,984 4,717 SL 15 267   0  
    OFFICE IMP - SOUND 2016-12-14 10,500 9,938 SL 15 562   0  
    OFF IMP-THERM INST 2016-03-21 1,900 1,798 SL 15 102   0  
    OFFICE IMPROVEMENT 2011-07-12 15,266 14,325 SL 15 941   0  

    TY 2020 EmployeeCompensationExpln
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Employee Explanation
    JESSAMYN LAU *REMOVED FROM FOUNDATION IN 2020
    AVANI PATEL *REMOVED FROM FOUNDATION IN 2020
    LEAH WILBERDING *REMOVED FROM FOUNDATION IN 2020
    NORA RAZON *REMOVED FROM FOUNDATION IN 2020
    LINDSEY PADJEN *REMOVED FROM FOUNDATION IN 2020

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PAYDEN EMERGING MARKETS CORPOR 2,418,685 2,495,135
    PAYDEN EQUITY INCOME FUND SI C 16,268,230 19,476,666
    PAYDEN GLOBAL SHORT BOND FUND- 3,102,302 3,174,135
    PAYDEN HIGH INCOME FUND CLASS 5,211,854 5,125,351
    PAYDEN LOW DURATION FUND 1,174,415 1,173,235
    PAYDEN U.S. GOVERNMENT FUND 3,329,085 3,237,331

    TY 2020 InvestmentsLandSchedule2
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND - EL DORADO 1,830,000   1,830,000 1,830,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    H. TAYLOR PEERY JOINT VENTURE   15,092 172,961
    PEERY/MARRIOTT/PEERY FOUNDATIO   1,271,830 10,825,000

    TY 2020 LandEtcSchedule2
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER(DATABASE) 7,113 7,113    
    COMPUTER-IMAC-CEEC 1,450 1,450    
    COMPUTER-IMAC-DAVE 2,175 2,175    
    COMPUTER-IMAC-JESS 1,550 1,550    
    COMP (IPAD - CONF) 1,263 1,156 107 107
    COMPUTER-LMAC 27" 2,064 2,064    
    COMPUTER-MACBK AIR 1,744 1,744    
    COMPUTER-NORTEL SW 3,005 3,005    
    COMPUTER-SCANSNAP2 838 838    
    COMPUTER (TELCO) 4,143 4,143    
    COMP (TV FOR CONF) 791 725 66 66
    COMPUTER 1,548 1,548    
    13" MACBOOK AIR 1,180 528 652 652
    IMAC - CONF ROOM 2,129 2,129    
    MACBK AIR-J MORRIS 1,748 1,748    
    MACBK AIR-JESSAMYN 1,416 1,416    
    MACBK AIR-JOCELYN 1,338 1,312 26 26
    MACBK AIR-NATALIA 1,551 1,501 50 50
    PRINTER 929 929    
    4 POLYCOM PHONES 1,460 1,460    
    KITCHEN HVAC 4,782 4,782    
    3 NESTING TABLES 522 522    
    KNOLL CHADW CHAIRS 2,165 2,165    
    CHAIR 854 854    
    CHAIRS & END TABLE 952 777 175 175
    CHAIRS 1,781 1,451 330 330
    COAT RACK 293 293    
    COFFEE TABLE 745 745    
    CONF TABLE &CHAIRS 14,783 11,984 2,799 2,799
    COUCH 1,256 1,256    
    DESK LAMP 239 239    
    END TABLE 586 479 107 107
    FLOOR LAMP 379 379    
    FUTISU MINI SPLIT 7,275 7,275    
    GLASS WHITE BOARD 1,894 1,894    
    LIGHT FIXTURE 706 706    
    FURNITURE (MISC.) 367 367    
    MIX WOOD CREDENZA 2,700 2,700    
    PLATFORM BENCH 781 781    
    POLYCOM PHONE 228 228    
    SIDE TABLE 231 231    
    WHTE LAM REC TABLE 2,396 2,361 35 35
    5 OFFICE WORKSTATN 30,391 24,727 5,664 5,664
    CITYSAC CHAIRS (2) 916 796 120 120
    WHITE VINYL CHAIRS 1,166 1,156 10 10
    OFF IMP-DOOR&HARDW 1,700 1,700    
    OFF IMP-EL TO HVAC 1,750 1,750    
    KITCHEN CABS/CNTRS 12,600 12,600    
    OFF IMP-MINI AC 4,984 4,984    
    OFFICE IMP - SOUND 10,500 10,500    
    OFF IMP-THERM INST 1,900 1,900    
    OFFICE IMPROVEMENT 15,266 15,266    


    TY 2020 LegalFeesSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 222     222
    General Consultations 319     319


    TY 2020 OtherExpensesSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 76,400     76,400
    Bank Charges 230 230    
    Computers/Electronic Devices 1,285     1,285
    Equipment Maintenance 324     324
    Equipment/Furniture Purchase 1,947     1,947
    Foundation Dues & Memberships 4,000     4,000
    Insurance Premiums 24 24    
    DIGITIAL SUBSCRIPTIONS 5,604     5,604
    Office & Supplies 7,208     7,208
    CREDIT CARD FEES 141     141
    Payroll Processing Fees 45,952     45,952
    Postage/Delivery Service 907     907
    Property Maintenance 4,001 4,001    
    State or Local Filing Fees 160     160
    TRAINING & PROF DEVELOPMENT 25,690     25,690
    Website Hosting/Support 634     634


    TY 2020 OtherIncomeSchedule2
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss H. TAYLOR PEERY JOINT VENTURE I 2,097 2,097  
    K-1 Inc/Loss PEERY/MARRIOTT/PEERY FOUNDATION 785,391 784,717  


    TY 2020 OtherIncreasesSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Description Amount
    RETURNED GRANTS 500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Philanthropic Consulting Srvcs 66,210     66,210
    CAPACITY BUILDING TRAINING DCA 186,000     186,000
    ADMINISTRATIVE SERVICES 3,971     3,971


    TY 2020 TaxesSchedule
    Name:
    Peery Foundation
    EIN:
    94-2460894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 24,900      
    990-PF Extension for 2019 76,548      
    Property Taxes 11,464 11,464