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 12-22-2020 , and ending 12-31-2020
Name of foundation
R J SAMULSKI INNOVATION FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)455 N CITYFRONT PLAZA DRIVE NO 17
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611
A Employer identification number

85-4391880
B Telephone number (see instructions)

(650) 804-7100
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$50,022,793J 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) 49,889,575
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,946    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 49,892,521 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 0   0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 0 0   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 49,892,521
b Net investment income (if negative, enter -0-) 0
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.........   19,683,619 19,683,619
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) 0 Click to see attachment168,752 168,752
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment30,167,476 30,167,476
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 Click to see attachment2,946 2,946
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) 0 50,022,793 50,022,793
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 50,022,793
29 Total net assets or fund balances (see instructions)..... 0 50,022,793
30 Total liabilities and net assets/fund balances (see instructions). 0 50,022,793
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
0
2
Enter amount from Part I, line 27a .....................
2
49,892,521
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
130,272
4
Add lines 1, 2, and 3 ..........................
4
50,022,793
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,022,793
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.)
1a
b
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
b
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
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  
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 0
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 0
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 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 110,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 110,000
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet110,000 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 .Click to see attachment
    8b
     
    No
    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. Click to see attachment...............................
    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 addressbulletN/A
    14
    The books are in care ofbulletAPERCEN PARTNERS LLC Telephone no.bullet (650) 804-7100

    Located atbullet455 N CITYFRONT PLAZA DRIVE STE1730CHICAGOIL ZIP+4bullet60611
    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
    R JUDE SAMULSKI PRESIDENT/DIRECTOR
    1.00     		0 0 0
    455 N CITYFRONT PLAZA DRIVE STE
    1730
    CHICAGO,IL60611
    JOSEPH SAMULSKI TREASURER/DIRECTOR
    1.00     		0 0 0
    455 N CITYFRONT PLAZA DRIVE STE
    1730
    CHICAGO,IL60611
    DANIELLE SAMULSKI SECRETARY/DIRECTOR
    1.00     		0 0 0
    455 N CITYFRONT PLAZA DRIVE STE
    1730
    CHICAGO,IL60611
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,168,114
    b
    Average of monthly cash balances.......................
    1b
    4,920,905
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,946
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,091,965
    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
    20,091,965
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    301,379
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,790,586
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,113
    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
    27,113
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,113
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,113
    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
    27,113
    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
    0
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    0
    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
    0
    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 27,113
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 0
    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..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		27,113
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    R JUDE SAMULSKI
    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
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 2,946  
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,946 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,946
    (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
    R J SAMULSKI INNOVATION FOUNDATION INC
     
    Employer identification number

    85-4391880
    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
    R J SAMULSKI INNOVATION FOUNDATION INC
          		Employer identification number
    85-4391880
    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
    R JUDE SAMULSKI
     
    455 N CITYFRONT PLAZA DRIVE STE 173
     
    CHICAGO, IL60611

    		$ 49,889,575


    (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
    R J SAMULSKI INNOVATION FOUNDATION INC
          		Employer identification number

    85-4391880
    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
    		 PUBLICLY TRADED SECURITIES $ 30,205,956 2020-12-29
    (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
    R J SAMULSKI INNOVATION FOUNDATION INC
          		Employer identification number

    85-4391880
    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 ExplnOfNonFilingWithAGStmt
    Name:
    R J SAMULSKI INNOVATION FOUNDATION INC
    EIN:
    85-4391880
    Statement:
    DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH THE ATTORNEY GENERAL.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    R J SAMULSKI INNOVATION FOUNDATION INC
    EIN:
    85-4391880
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 22,373 22,373
    ABBOTT LABORATORIES 156,571 156,571
    ABBVIE INC 102,757 102,757
    ACCENTURE PLC 86,461 86,461
    ACTIVISION BLIZZARD INC 52,553 52,553
    ADIDAS AG 2,196 2,196
    ADOBE INC 159,038 159,038
    ADVANCED MICRO DEVICES 54,476 54,476
    AGILENT TECHNOLOGIES INC 49,410 49,410
    AGREE REALTY CORP 22,637 22,637
    AIA GROUP LTD 8,991 8,991
    AIR LIQUIDE 5,920 5,920
    AIR PRODUCTS & CHEMICALS INC 36,885 36,885
    AKAMAI TECHNOLOGIES INC 6,404 6,404
    ALCON INC 2,309 2,309
    ALEXION PHARMACEUTICALS INC 7,812 7,812
    ALLEGION PLC 13,151 13,151
    ALLIANZ SE 99 99
    ALLSTATE CORP 18,358 18,358
    ALPHABET INC CL A 296,196 296,196
    ALPHABET INC CL C 303,075 303,075
    AMAZON.COM INC 797,948 797,948
    AMERICAN ELECTRIC POWER 27,479 27,479
    AMERICAN EXPRESS CO 54,410 54,410
    AMERICAN STATES WATER CO 10,336 10,336
    AMERICAN TOWER CORP 87,315 87,315
    AMERIPRISE FINANCIAL INC 27,984 27,984
    AMERISOURCEBERGEN CORP 17,792 17,792
    AMGEN INC 91,508 91,508
    AMPHENOL CORP 12,554 12,554
    ANALOG DEVICES INC 9,455 9,455
    ANSYS INC 5,093 5,093
    ANTHEM INC 52,980 52,980
    AON PLC 38,029 38,029
    APPLE INC 1,831,653 1,831,653
    APPLIED MATERIALS INC 69,126 69,126
    APTARGROUP INC 9,309 9,309
    ARKEMA 580 580
    ASHTEAD GROUP PLC 6,064 6,064
    ASML HOLDING NV 8,291 8,291
    ASSA ABLOY AB 640 640
    ASTELLAS PHARMA INC 2,146 2,146
    ASTRAZENECA PLC 8,648 8,648
    AT&T INC 26,747 26,747
    ATLAS COPCO AB 8,071 8,071
    AUTODESK INC 55,572 55,572
    AUTOMATIC DATA PROCESSING 40,174 40,174
    AUTOZONE INC 26,080 26,080
    BAE SYSTEMS PLC 1,738 1,738
    BANK OF AMERICA CORP 135,607 135,607
    BAXTER INTERNATIONAL INC 20,060 20,060
    BECTON DICKINSON AND CO 42,037 42,037
    BEIGENE LTD 1,292 1,292
    BERKSHIRE HATHAWAY INC 235,116 235,116
    BHP GROUP LTD 8,952 8,952
    BHP GROUP PLC 902 902
    BIOGEN INC 6,856 6,856
    BIO-RAD LABORATORIES 25,649 25,649
    BIO-TECHNE CORP 22,864 22,864
    BLACKROCK INC 51,951 51,951
    BOOKING HOLDINGS INC 22,273 22,273
    BOSTON SCIENTIFIC CORP 17,975 17,975
    BRADY CORPORATION 15,846 15,846
    BRAMBLES LTD 1,134 1,134
    BRENNTAG AG 3,278 3,278
    BRISTOL-MYERS SQUIBB CO 109,173 109,173
    BRITISH AMERICAN TOBACCO 5,624 5,624
    BROADCOM INC 89,321 89,321
    BROWN & BROWN INC 15,645 15,645
    CABLE ONE INC 26,733 26,733
    CACI INTERNATIONAL INC 13,962 13,962
    CALIFORNIA WATER SERVICE GROUP 11,346 11,346
    CAMDEN PROPERTY TRUST 5,995 5,995
    CARDINAL HEALTH INC 4,874 4,874
    CARLISLE COS INC 15,306 15,306
    CARLSBERG AS 1,831 1,831
    CARRIER GLOBAL CORPORATION 9,581 9,581
    CASEY'S GENERAL STORES INC 10,360 10,360
    CATALENT INC 29,140 29,140
    CATERPILLAR INC 55,516 55,516
    CENTENE CORP 13,447 13,447
    CERNER CORP 25,977 25,977
    CHARLES RIVER LABORATORIES 19,489 19,489
    CHARLES SCHWAB CORP 19,200 19,200
    CHARTER COMMUNICATIONS INC 76,740 76,740
    CHEMED CORP 18,109 18,109
    CHIPOTLE MEXICAN GRILL INC 13,867 13,867
    CHUBB LTD 16,162 16,162
    CHUGAI PHARMACEUTICAL CO LTD 1,915 1,915
    CHURCH & DWIGHT CO INC 35,852 35,852
    CIE FINANCIERE RICHEMONT 528 528
    CIENA CORP 14,270 14,270
    CIGNA CORP 47,257 47,257
    CISCO SYSTEMS INC 103,596 103,596
    CITIGROUP INC 18,498 18,498
    CITRIX SYSTEMS INC 14,311 14,311
    CLEVELAND-CLIFFS INC 1,893 1,893
    CMC MATERIALS INC 13,617 13,617
    CME GROUP INC 64,810 64,810
    CMS ENERGY CORP 20,072 20,072
    COGNEX CORP 8,029 8,029
    COLGATE-PALMOLIVE CO 46,090 46,090
    COLOPLAST 2,114 2,114
    COMCAST CORP 148,397 148,397
    COMMONWEALTH BANK OF AUSTRALIA 5,772 5,772
    CONAGRA BRANDS INC 19,580 19,580
    CONSOLIDATED EDISON INC 6,504 6,504
    CONSTELLATION BRANDS INC 17,524 17,524
    COSTCO WHOLESALE CORP 102,484 102,484
    CREE INC 12,708 12,708
    CRH PLC 1,150 1,150
    CROWN CASTLE INTERNATIONAL CORP 35,499 35,499
    CSL LTD 4,736 4,736
    CSX CORP 49,731 49,731
    CUMMINS INC 15,897 15,897
    CVS HEALTH CORP 72,740 72,740
    CYRUSONE INC 5,852 5,852
    DAIICHI SANKYO CO 3,222 3,222
    DAIKIN INDUSTRIES 8,619 8,619
    DAIWA HOUSE INDUSTRY CO LTD 3,583 3,583
    DAIWA SECURITIES GROUP 545 545
    DANAHER CORP 53,758 53,758
    DASSAULT SYSTEMES 4,684 4,684
    DAVITA INC 6,809 6,809
    DEERE & CO 39,550 39,550
    DENTSPLY SIRONA INC 5,393 5,393
    DEUTSCHE BANK AG 1,755 1,755
    DEUTSCHE BOERSE AG 1,893 1,893
    DEUTSCHE POST AG 3,638 3,638
    DEUTSCHE TELEKOM AG 3,599 3,599
    DIAGEO PLC 8,258 8,258
    DIGITAL REALTY TRUST INC 23,019 23,019
    DOLLAR GENERAL CORP 58,043 58,043
    DOMINION ENERGY INC 29,403 29,403
    DOMINO'S PIZZA INC 8,436 8,436
    DR HORTON INC 11,027 11,027
    DSV PANALPINA AS 3,361 3,361
    DUKE ENERGY CORP 32,046 32,046
    DUPONT DE NEMOURS INC 2,133 2,133
    EASTERLY GOVERNMENT PROPERTIES 18,800 18,800
    EATON CORP PLC 27,872 27,872
    EATON VANCE CORP 4,076 4,076
    EBAY INC 32,311 32,311
    ECOLAB INC 32,670 32,670
    EDENRED SA 2,099 2,099
    EDISON INTERNATIONAL 3,581 3,581
    EDWARDS LIFESCIENCES CORP 48,717 48,717
    ELBIT SYSTEMS LTD 1,046 1,046
    ELECTRONIC ARTS INC 34,751 34,751
    ELI LILLY & CO 95,901 95,901
    EMERGENT BIOSOLUTIONS INC 11,648 11,648
    EMERSON ELECTRIC CO 9,644 9,644
    ENCOMPASS HEALTH CORP 17,365 17,365
    ENEL SPA 7,318 7,318
    ENERGIAS DE PORTUGAL 919 919
    ENTERGY CORP 37,740 37,740
    EQUIFAX INC 11,185 11,185
    EQUINIX INC 35,709 35,709
    ERICSSON LM TELEFONAKTIEBOLAGET 3,382 3,382
    ESSEX PROPERTY TRUST INC 9,022 9,022
    ESSILORLUXOT 700 700
    ESTEE LAUDER COMPANIES 31,943 31,943
    EVERSOURCE ENERGY 16,264 16,264
    EXELON CORP 20,266 20,266
    EXPERIAN PLC 1,746 1,746
    EXTRA SPACE STORAGE INC 22,940 22,940
    FACEBOOK INC 377,507 377,507
    FACTSET RESEARCH SYSTEMS INC 14,630 14,630
    FAIR ISAAC CORP 26,574 26,574
    FANUC CORP 3,284 3,284
    FASTENAL CO 17,579 17,579
    FEDEX CORP 14,019 14,019
    FERGUSON PLC 3,488 3,488
    FERRARI NV 1,607 1,607
    FERROVIAL SA 3,804 3,804
    FIDELITY NATIONAL INFORMATION SERVICES INC 28,858 28,858
    FIRST SOLAR INC 8,903 8,903
    FISERV INC 34,044 34,044
    FIVE BELOW 15,748 15,748
    FLOWERS FOODS INC 12,447 12,447
    FMC CORP 10,344 10,344
    FORTESCUE METALS 7,929 7,929
    FORTINET INC 21,982 21,982
    FTI CONSULTING INC 13,406 13,406
    FUJIFILM HOLDINGS 3,918 3,918
    FUJITSU LTD 4,113 4,113
    GEA GROUP AG 1,287 1,287
    GENERAL ELECTRIC CO 3,640 3,640
    GENERAL MILLS INC 26,342 26,342
    GENMAB AS 2,480 2,480
    GILEAD SCIENCES INC 466 466
    GIVAUDAN 6,704 6,704
    GLOBAL PAYMENTS INC 46,962 46,962
    GOLDMAN SACHS GROUP INC 21,624 21,624
    GRACO INC 18,088 18,088
    HANG LUNG PROPERTIES 3,832 3,832
    HANNOVER RUECKVERSICHER 3,260 3,260
    HCA HEALTHCARE INC 30,425 30,425
    HEALTHPEAK PROPERTIES INC 12,122 12,122
    HEINEKEN HOLDING NV 2,690 2,690
    HEINEKEN NV 1,899 1,899
    HERMES INTERNATIONAL 3,244 3,244
    HITACHI LTD 5,320 5,320
    HOLOGIC INC 8,740 8,740
    HOME DEPOT INC 178,497 178,497
    HONDA MOTOR CO LTD 1,271 1,271
    HONEYWELL INTERNATIONAL INC 83,591 83,591
    HONG KONG EXCHANGES 8,430 8,430
    HORMEL FOODS CORP 6,339 6,339
    HOYA CORP 8,327 8,327
    HP INC 22,475 22,475
    HUBBELL INC 15,679 15,679
    HUMANA INC 52,104 52,104
    IBERDROLA SA 6,958 6,958
    IDEX CORP 12,749 12,749
    IDEXX LABORATORIES INC 28,992 28,992
    II-VI INC 3,494 3,494
    ILLINOIS TOOL WORKS 49,135 49,135
    ILLUMINA INC 29,230 29,230
    INCYTE CORP 13,743 13,743
    INFINEON TECHNOLOGIES 925 925
    INTEL CORP 138,400 138,400
    INTERCONTINENTAL EXCHANGE INC 36,778 36,778
    INTERNATIONAL BUSINESS MACHINES CORP 16,364 16,364
    INTUIT INC 104,839 104,839
    INTUITIVE SURGICAL INC 41,723 41,723
    IRIDIUM COMMUNICATIONS INC 11,404 11,404
    ISHARES CORE MSCI EAFE ETF 2,210,880 2,210,880
    ISHARES CORE MSCI EMERGING 527,340 527,340
    ISHARES CORE S&P 500 ETF 2,740,347 2,740,347
    ISHARES CORE S&P MIDCAP ETF 804,405 804,405
    ISHARES CORE S&P SMALL-CAP ETF 2,021,800 2,021,800
    ISHARES MSCI EAFE ETF 493,356 493,356
    ITOCHU CORP 6,640 6,640
    JACOBS ENGINEERING GROUP INC 14,165 14,165
    JAMES HARDIE IND PLC 5,606 5,606
    JOHNSON & JOHNSON 225,368 225,368
    JPMORGAN BETABUILDERS CANADA 825,559 825,559
    JPMORGAN BETABUILDERS DEVELOPED ASIA EX-JAPAN 328,346 328,346
    JPMORGAN BETABUILDERS JAPAN ETF 586,040 586,040
    JPMORGAN CHASE & CO 221,483 221,483
    JULIUS BAER GROUP LTD 3,399 3,399
    KANSAS CITY SOUTHERN 20,005 20,005
    KAO CORP 5,095 5,095
    KDDI CORP 2,211 2,211
    KERING 5,361 5,361
    KIMBERLY-CLARK CORP 45,842 45,842
    KLA CORPORATION COM 24,855 24,855
    KONE OYJ-B 2,073 2,073
    KONINKLIJKE AHOLD 2,964 2,964
    KROGER CO 27,377 27,377
    KUBOTA CORP 4,083 4,083
    KYOCERA CORP 4,069 4,069
    L3HARRIS TECHNOLOGIES INC 25,329 25,329
    LAM RESEARCH CORP 79,814 79,814
    LAMAR ADVERTISING CO 4,993 4,993
    LEIDOS HOLDINGS INC 14,717 14,717
    LENNOX INTERNATIONAL INC 18,630 18,630
    LEXINGTON REALTY TRUST 11,045 11,045
    LHC GROUP INC 12,799 12,799
    LINDE PLC 74,573 74,573
    LOCKHEED MARTIN CORP 56,442 56,442
    LONDON STOCK EXCHANGE 4,158 4,158
    LOREAL 9,976 9,976
    LOWE'S COS INC 62,920 62,920
    LUMENTUM HOLDINGS INC 16,116 16,116
    LVMH MOET HENNESSY 15,841 15,841
    MAKITA CORP 1,611 1,611
    MARKETAXESS HOLDINGS INC 30,810 30,810
    MARRIOTT INTERNATIONAL 17,677 17,677
    MARSH & MCLENNAN COS 43,407 43,407
    MARTIN MARIETTA MATERIALS 4,544 4,544
    MASCO CORP 7,361 7,361
    MASIMO CORP 26,838 26,838
    MASTERCARD INC 208,453 208,453
    MATTEL INC 2,269 2,269
    MCCORMICK & CO 35,563 35,563
    MCDONALD'S CORP 89,265 89,265
    MCKESSON CORP 24,175 24,175
    MEDICAL PROPERTIES TRUST INC 7,191 7,191
    MEDTRONIC PLC 78,015 78,015
    MERCK & CO INC 118,119 118,119
    MERCURY SYSTEMS INC 11,448 11,448
    MERIT MEDICAL SYSTEMS INC 17,763 17,763
    METTLER-TOLEDO INTERNATIONAL 28,492 28,492
    MICHELIN 1,492 1,492
    MICRON TECHNOLOGY INC 65,783 65,783
    MICROSOFT CORP 1,380,339 1,380,339
    MID-AMERICA APARTMENT COMMUNITIES 23,184 23,184
    MITSUBISHI ELECTRIC 2,758 2,758
    MITSUI & CO LTD 3,319 3,319
    MKS INSTRUMENTS INC 13,541 13,541
    MOLINA HEALTHCARE INC 18,716 18,716
    MONDELEZ INTERNATIONAL INC 89,868 89,868
    MONOLITHIC POWER SYSTEMS INC 32,961 32,961
    MONSTER BEVERAGE CORP 26,079 26,079
    MOODY'S CORP 23,219 23,219
    MORGAN STANLEY 17,544 17,544
    MOTOROLA SOLUTIONS INC 22,108 22,108
    MUENCHENER RUECK 4,397 4,397
    MURATA MANUFACTURING 3,036 3,036
    NATIONAL GRID PLC 4,073 4,073
    NEOGEN CORP 14,274 14,274
    NESTE OYJ 5,368 5,368
    NESTLE SA 28,036 28,036
    NETAPP INC 10,466 10,466
    NETFLIX INC 154,108 154,108
    NEWCREST MINING LTD 1,879 1,879
    NEWMONT CORP 37,431 37,431
    NEXTERA ENERGY INC 71,595 71,595
    NICE LTD 1,134 1,134
    NIDEC CORPORATION 2,916 2,916
    NIKE INC 107,942 107,942
    NINTENDO CO LTD 4,912 4,912
    NIPPON TELEGRAPH & TELECOM 5,320 5,320
    NISOURCE INC 2,386 2,386
    NITTO DENKO CORP 5,060 5,060
    NOMURA HOLDINGS INC 3,971 3,971
    NORDSON CORP 20,497 20,497
    NORFOLK SOUTHERN CORP 35,404 35,404
    NORTHROP GRUMMAN CORP 41,747 41,747
    NOVARTIS AG 17,186 17,186
    NOVO-NORDISK AS 8,522 8,522
    NOVOZYMES AS 856 856
    NVIDIA CORP 193,736 193,736
    OLD DOMINION FREIGHT LINE 28,106 28,106
    OLYMPUS CORP 6,251 6,251
    OMEGA HEALTHCARE INVESTORS 5,811 5,811
    OMRON CORP 1,432 1,432
    ONO PHARMACEUTICAL CO 1,656 1,656
    ORACLE CORP 88,884 88,884
    O'REILLY AUTOMOTIVE INC 18,555 18,555
    ORKLA ASA 2,454 2,454
    OTSUKA HOLDINGS CO LTD 2,379 2,379
    OWENS CORNING 4,546 4,546
    PACCAR INC 16,134 16,134
    PAN PACIFIC INTERNATIONAL HO 3,722 3,722
    PAYCHEX INC 23,388 23,388
    PAYPAL HOLDINGS INC 178,460 178,460
    PENUMBRA INC 10,150 10,150
    PEPSICO INC 152,304 152,304
    PERKINELMER INCI 28,270 28,270
    PERNOD RICARD SA 5,101 5,101
    PERSIMMON PLC 1,606 1,606
    PFIZER INC 68,099 68,099
    PHILIP MORRIS INTERNATIONAL 57,787 57,787
    PNC FINANCIAL SERVICES GROUP 20,562 20,562
    POLARIS INC 5,717 5,717
    POOL CORP 28,310 28,310
    PROGRESSIVE CORP 28,774 28,774
    PROLOGIS INC 37,671 37,671
    PTC INC 22,726 22,726
    PUBLIC SERVICE ENTERPRISE GROUP 12,068 12,068
    PUBLIC STORAGE 10,623 10,623
    PULTEGROUP INC 8,883 8,883
    QORVO INC 27,268 27,268
    QUALCOMM INC 116,845 116,845
    QUALYS INC 13,406 13,406
    RAKUTEN INC 2,688 2,688
    RAYTHEON TECHNOLOGIES CORP 5,506 5,506
    RECKITT BENCKISER 4,149 4,149
    REGENERON PHARMACEUTICALS 21,740 21,740
    RELIANCE STEEL & ALUMINUM 11,975 11,975
    RELX PLC 2,787 2,787
    RENAISSANCERE HOLDINGS LTD 11,607 11,607
    REPUBLIC SERVICES INC 12,519 12,519
    RIO TINTO PLC 5,416 5,416
    ROCHE HOLDINGS LTD 20,649 20,649
    ROCKWELL AUTOMATION INC 7,524 7,524
    ROHM CO LTD 1,487 1,487
    ROPER TECHNOLOGIES INC 37,936 37,936
    ROSS STORES INC 15,842 15,842
    ROYAL GOLD INC 10,636 10,636
    RPM INTERNATIONAL INC 18,156 18,156
    RWE AKTIENGESELLSCHAF 2,759 2,759
    S&P GLOBAL INC 32,873 32,873
    SAGE GROUP PLC 2,786 2,786
    SALESFORCE.COM INC 83,004 83,004
    SANDERSON FARMS INC 9,518 9,518
    SANDVIK AB 1,844 1,844
    SANOFI 9,232 9,232
    SANTEN PHARMACEUTICAL 1,399 1,399
    SAP SE 7,954 7,954
    SBA COMMUNICATIONS CORP 16,081 16,081
    SCHNEIDER ELECT SE 4,285 4,285
    SCIENCE APPLICATIONS INTERNATIONAL CORPORATION 12,303 12,303
    SCOTTS MIRACLE-GRO CO 19,914 19,914
    SECOM CO LTD 3,711 3,711
    SEKISUI HOUSE 3,727 3,727
    SEMPRA ENERGY 11,849 11,849
    SERVICE CORP INTERNATIONAL 13,257 13,257
    SHARP CORP 2,816 2,816
    SHIMANO INC 4,165 4,165
    SHIN-ETSU CHEM 5,410 5,410
    SIMPSON MANUFACTURING CO INC 12,149 12,149
    SINGAPORE EXCHANGE 3,054 3,054
    SKYWORKS SOLUTIONS INC 27,060 27,060
    SMC CORP 6,920 6,920
    SMITH & NEPHEW PLC 3,753 3,753
    SMURFIT KAPPA GROUP PLC 1,213 1,213
    SOFTBANK GROUP CORP 1,508 1,508
    SOLAREDGE TECHNOLOGIES INC 28,721 28,721
    SONIC HEALTHCARE LTD 4,348 4,348
    SONOCO PRODUCTS CO 1,185 1,185
    SONY CORP 6,268 6,268
    SPARK NEW ZEALAND 661 661
    SPDR S&P 500 ETF TRUST 1,374,757 1,374,757
    SSE PLC 1,666 1,666
    STAMPS.COM INC 11,771 11,771
    STARBUCKS CORP 81,198 81,198
    STERICYCLE INC 18,026 18,026
    STERIS PLC 24,261 24,261
    STMICROELECTRONICS NV 2,858 2,858
    STORA ENSO OYJ 1,924 1,924
    STRYKER CORP 43,617 43,617
    SVENSKA HANDELSBANKEN 1,279 1,279
    SWISSCOM AG 3,494 3,494
    SYMRISE AG 3,925 3,925
    SYSMEX CORP 6,376 6,376
    T ROWE PRICE GROUP INC 15,442 15,442
    TAKEDA PHARMACEUTIC 710 710
    TAKE-TWO INTERACTIVE SOFTWARE 8,312 8,312
    TARGET CORP 65,846 65,846
    TDK CORP 2,274 2,274
    TELEDYNE TECHNOLOGIES INC 24,303 24,303
    TELEFLEX INC 16,463 16,463
    TELSTRA CORP 1,066 1,066
    TERADYNE INC 34,768 34,768
    TERNA SPA 1,637 1,637
    TESCO PLC 5,164 5,164
    TETRA TECH INC 21,998 21,998
    TEVA PHARMACEUTICAL 3,233 3,233
    TEXAS INSTRUMENTS INC 106,356 106,356
    THE BOEING CO 23,547 23,547
    THE COCA-COLA CO 108,419 108,419
    THE JM SMUCKER CO 3,352 3,352
    THE PROCTER & GAMBLE CO 181,439 181,439
    THE SHERWIN-WILLIAMS CO 41,155 41,155
    THE SOUTHERN CO 39,991 39,991
    THE WALT DISNEY CO 179,368 179,368
    THERMO FISHER SCIENTIFIC INC 101,540 101,540
    THK CO LTD 699 699
    TJX COMPANIES INC 46,301 46,301
    T-MOBILE US INC 3,911 3,911
    TOKIO MARINE HOLDINGS 3,534 3,534
    TOKYO ELECTRON LTD 3,556 3,556
    TOLL BROTHERS INC 7,390 7,390
    TOPBUILD CORP 24,667 24,667
    TORO CO 15,174 15,174
    TOYOTA MOTOR CORP 13,448 13,448
    TRACTOR SUPPLY COMPANY 34,020 34,020
    TRANE TECHNOLOGIES PLC 16,548 16,548
    TRANSDIGM GROUP INC 13,615 13,615
    TREND MICRO INC 803 803
    TRIMBLE INC 27,376 27,376
    TRUIST FINANCIAL CORP 13,900 13,900
    TYLER TECHNOLOGIES INC 29,683 29,683
    TYSON FOODS INC 4,704 4,704
    UBISOFT ENTERTAINMENT 3,465 3,465
    UFP INDUSTRIES INC 27,220 27,220
    UMICORE 2,987 2,987
    UNICHARM CORP 2,234 2,234
    UNILEVER PLC 8,450 8,450
    UNION PACIFIC CORP 77,458 77,458
    UNITED PARCEL SERVICE 19,534 19,534
    UNITED THERAPEUTICS CORP 9,107 9,107
    UNITED UTILITIES GROUP 2,624 2,624
    UNITEDHEALTH GROUP INC 258,451 258,451
    UNIVERSAL DISPLAY CORP 17,465 17,465
    VEOLIA ENVIRONNEMENT 3,812 3,812
    VERISIGN INC 14,715 14,715
    VERISK ANALYTICS INC 19,098 19,098
    VERIZON COMMUNICATIONS INC 146,346 146,346
    VERTEX PHARMACEUTICALS INC 57,903 57,903
    VESTAS WIND SYSTEMS 2,347 2,347
    VF CORP 18,278 18,278
    VIATRIS INC 1,199 1,199
    VISA INC 388,683 388,683
    VIVENDI SA 803 803
    VOPAK 2,554 2,554
    WALMART INC 126,131 126,131
    WASTE CONNECTIONS INC 2,667 2,667
    WASTE MANAGEMENT INC 30,544 30,544
    WATTS WATER TECHNOLOGIES 14,604 14,604
    WD-40 CO 13,284 13,284
    WEST PHARMACEUTICAL SERVICES 31,164 31,164
    WESTERN UNION CO 4,542 4,542
    WH GROUP LTD 567 567
    WILLIAMS-SONOMA INC 17,313 17,313
    WILLIS TOWERS WATSON PLC 26,335 26,335
    WIX.COM LTD 2,000 2,000
    WW GRAINGER INC 12,250 12,250
    XCEL ENERGY INC 25,335 25,335
    XILINX INC 15,595 15,595
    YASKAWA ELECTRIC CORP 1,002 1,002
    YUM! BRANDS INC 13,353 13,353
    Z HOLDINGS CORP 1,709 1,709
    ZALANDO SE 5,689 5,689
    ZEBRA TECHNOLOGIES CORP 29,978 29,978
    ZOETIS INC 86,557 86,557
    ZURICH INSURANCE GROUP 7,627 7,627

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    R J SAMULSKI INNOVATION FOUNDATION INC
    EIN:
    85-4391880
    US Government Securities - End of Year Book Value:

    168,752
    US Government Securities - End of Year Fair Market Value:

    168,752
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    R J SAMULSKI INNOVATION FOUNDATION INC
    EIN:
    85-4391880
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACCRUED INTEREST FMV 2,946 2,946

    TY 2020 OtherIncreasesSchedule
    Name:
    R J SAMULSKI INNOVATION FOUNDATION INC
    EIN:
    85-4391880
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 130,272


    TY 2020 SubstantialContributorsSch
    Name:
    R J SAMULSKI INNOVATION FOUNDATION INC
    EIN:
    85-4391880
    Name Address
    R JUDE SAMULSKI 455 N CITYFRONT PLAZA DRIVE STE
    1730
    CHICAGO,IL60611