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
THE ROBERT AND SUSAN BROWN
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEENAH, WI549570201
A Employer identification number

26-0743538
B Telephone number (see instructions)

(920) 727-1137
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$7,531,777J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 145 145  
4 Dividends and interest from securities... 141,832 141,832  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,088
b Gross sales price for all assets on line 6a 494,274
7 Capital gain net income (from Part IV, line 2)... 40,088
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........ 182,065 182,065  
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)....... Click to see attachment 2,172 0   2,172
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,219 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,437 17,080   12,357
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,828 17,080   14,529
25 Contributions, gifts, grants paid....... 311,000 311,000
26 Total expenses and disbursements. Add lines 24 and 25 343,828 17,080   325,529
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -161,763
b Net investment income (if negative, enter -0-) 164,985
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......... 528,223 553,128 553,128
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)....... 3,746,518 Click to see attachment3,763,792 5,907,145
c Investments—corporate bonds (attach schedule)....... 1,245,035 Click to see attachment1,041,114 1,071,504
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,519,776 5,358,034 7,531,777
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 5,519,776 5,358,034
29 Total net assets or fund balances (see instructions)..... 5,519,776 5,358,034
30 Total liabilities and net assets/fund balances (see instructions). 5,519,776 5,358,034
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
5,519,776
2
Enter amount from Part I, line 27a .....................
2
-161,763
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21
4
Add lines 1, 2, and 3 ..........................
4
5,358,034
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
5,358,034
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 50000 U.S. TREASURY NOTE   2018-03-02 2020-03-02
b 40000 SHARES AUTODESK   2015-06-02 2020-03-04
c 100000 U.S. TREASURY NOTE   2017-09-27 2020-03-16
d 50000 U.S. TREASURY NOTE   2017-06-21 2020-04-15
e 200 ABBOTT LABS   2014-01-23 2020-05-14
100 ADOBE   2016-06-24 2020-05-14
50000 U.S. TREASURY NOTE   2017-05-24 2020-06-30
50000 U.S. TREASURY NOTE   2018-06-28 2020-07-31
500000 U.S. TREASURY NOTE   2017-03-10 2020-08-31
AMERICAN EXPRESS CO   2018-12-11 2020-09-29
.85 SHARES CHEVRON   2016-06-24 2020-10-07
.87 SHARES VIATRIS INC   2016-06-24 2020-11-16
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 50,000   49,136 864
b 40,184   39,942 242
c 100,000   100,223 -223
d 50,000   50,010 -10
e 18,119   7,519 10,600
35,502   9,320 26,182
50,000   50,152 -152
50,000   49,466 534
50,000   49,250 750
50,000   48,903 1,097
61   253 -192
14   12 2
394     394
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       864
b       242
c       -223
d       -10
e       10,600
      26,182
      -152
      534
      750
      1,097
      -192
      2
      394
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 40,088
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 2,293
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 2,293
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 2,293
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
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 1,707
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,707 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)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKIM PETERSENTHOMAS BROWN Telephone no.bullet (920) 727-1137

    Located atbullet18 JEWELERS PARK DRIVE STE 200NEENAHWI ZIP+4bullet54956
    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
    FREDRIC L HILDEBRAND JR PRESIDENT
    1.00     		0 0 0
    220 N PARK AVE
    NEENAH,WI54956
    THOMAS BROWN TREASURER/SECRETARY
    1.00     		0 0 0
    1523 E CRESCENT DRIVE N
    PARK CITY,UT84098
    RICHARD P INMAN OFFICER
    1.00     		0 0 0
    5350 S MILLER STREET
    LITTLETON,CO80127
    FREDRIC L HILDEBRAND JR DIRECTOR
    1.00     		0 0 0
    220 N PARK AVE
    NEENAH,WI54956
    JANE W BROWN DIRECTOR
    1.00     		0 0 0
    1523 E CRESCENT DRIVE N
    PARK CITY,UT84098
    DALE R NIENOW DIRECTOR
    1.00     		0 0 0
    988 BLAINE STREET
    PORT TOWNSEND,WA98368
    MELINDA S BROWN DIRECTOR
    1.00     		0 0 0
    5350 S MILLER STREET
    LITTLETON,CO80127
    RICHARD P INMAN DIRECTOR
    1.00     		0 0 0
    5350 S MILLER STREET
    LITTLETON,CO80127
    DANIEL T BROWN DIRECTOR
    1.00     		0 0 0
    1504 S PARK AVE
    NEENAH,WI54956
    NANCY J BROWN DIRECTOR
    1.00     		0 0 0
    1504 S PARK AVE
    NEENAH,WI54956
    SARAH J HILDEBRAND DIRECTOR
    1.00     		0 0 0
    220 N PARK AVE
    NEENAH,WI54956
    THOMAS P BROWN DIRECTOR
    1.00     		0 0 0
    1523 E CRESCENT DRIVE N
    PARK CITY,UT84098
    REBECCA BROWN-NIENOW DIRECTOR
    1.00     		0 0 0
    988 BLAINE STREET
    PORT TOWNSEND,WA98368
    LAUREN WALLACE DIRECTOR
    1.00     		0 0 0
    7030 S WINDSOR STREET
    LITTLETON,CO80128
    TAYLOR STORCH DIRECTOR
    1.00     		0 0 0
    23913 PRIEB ROAD
    GLIDDEN,WI54527
    MATTHEW NIENOW DIRECTOR
    1.00     		0 0 0
    142 BLOSSOM LANE
    PORT TOWNSEND,WA98368
    ANDREW NIENOW DIRECTOR
    1.00     		0 0 0
    976 STATE ROAD
    NORTH ADAMS,MA01247
    HENRY HILDEBRAND DIRECTOR
    1.00     		0 0 0
    220 N PARK AVE
    NEENAH,WI54956
    CHARLES HILDEBRAND DIRECTOR
    1.00     		0 0 0
    220 N PARK AVE
    NEENAH,WI54956
    SUSAN E BROWN DIRECTOR
    1.00     		0 0 0
    1523 E CRESCENT DRIVE N
    PARK CITY,UT84098
    KATHERINE BROWN DIRECTOR
    1.00     		0 0 0
    1523 E CRESCENT DRIVE N
    PARK CITY,UT84098
    THOMAS NIENOW DIRECTOR
    1.00     		0 0 0
    1376 E MARROWSTONE ROAD
    NORDLAND,WA98358
    ELISE NIENOW DIRECTOR
    1.00     		0 0 0
    142 BLOSSOM LANE
    PORT TOWNSEND,WA98368
    TIFFANY STORCH DIRECTOR
    1.00     		0 0 0
    23913 PRIEB ROAD
    GLIDDEN,WI54527
    JOSHUA HALLMARK DIRECTOR
    1.00     		0 0 0
    976 STATE ROAD
    NORTH ADAMS,MA01247
    TYLER WALLACE DIRECTOR
    1.00     		0 0 0
    7030 S WINDSOR STREET
    LITTLETON,CO80128
    SAMANTHA LADWIG DIRECTOR
    1.00     		0 0 0
    1376 E MARROWSTONE ROAD
    NORDLAND,WA98358
    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
    6,316,023
    b
    Average of monthly cash balances.......................
    1b
    563,629
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,879,652
    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
    6,879,652
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,195
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,776,457
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    338,823
    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
    338,823
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,293
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,293
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    336,530
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    336,530
    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
    336,530
    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
    325,529
    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
    325,529
    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
    325,529
    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 7 336,530
    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...... 16,576
    b From 2016...... 8,642
    c From 2017......  
    d From 2018...... 14,628
    e From 2019......  
    fTotal of lines 3a through e........ 39,846
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 325,529
    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..... 325,529
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 11,001 11,001
    (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 28,845
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		5,575
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		23,270
    10 Analysis of line 9:
    a Excess from 2016.... 8,642
    b Excess from 2017....  
    c Excess from 2018.... 14,628
    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).)
    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
    ALDO LEOPOLD NATURE CENTER
    330 FEMRITE DR
    MONONA,WI53716     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    AMERICAN RED CROSS - NE WI
    2905 UNIVERSAL ST SUITE LL5
    OSHKOSH,WI54904     		NONE PUBLIC CHARITY WESTERN STATE WILDFIRES 12,000
    AMERICAN RED CROSS - NE WI
    2905 UNIVERSAL ST SUITE LL5
    OSHKOSH,WI54904     		NONE PUBLIC CHARITY WESTERN STATE WILDFIRES & HURRICANES 12,000
    AMERICAN RED CROSS - NE WI
    515 SOUTH WASHBURN ST 201
    OSHKOSH,WI54904     		NONE PUBLIC CHARITY UNRESTRICTED USE 6,000
    APRICITY
    1010 STROHMEYER DR
    NEENAH,WI54956     		NONE PUBLIC CHARITY UNRESTRICTED USE 1,000
    BAYSIDE HOUSING & SERVICES
    PO BOX 927
    PORT HADLOCK,WA98339     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,000
    BE GOOD FOUNDATION
    PO BOX 7241
    KETCHUM,ID83340     		NONE PUBLIC CHARITY UNRESTRICTED USE 7,000
    BEREA COLLEGE
    CPO 2216 EDWARDS BLDG
    BEREA,KY40404     		NONE UNIVERSITY STUDENT CRAFT PROGRAM 10,000
    BIG BROTHERS BIG SISTERS OF EAST CENTRAL WI
    1331 AMERICAN DR
    NEENAH,WI54956     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,000
    CAMP KESEM NATIONAL
    10586 WEST PICO BLVD 196
    LOS ANGELES,CA90064     		NONE PUBLIC CHARITY $5,000 TO CK AT COLORADO STATE UNIVERSITY; $6,500 TO CK AT UNIVERSITY OF MAINE 11,500
    CAMP MANITO-WISH YMCA
    PO BOX 246
    BOULDER JUNCTION,WI54512     		NONE PUBLIC CHARITY SOS VILLAGE CAMPERSHIPS 2,000
    CAP SERVICES
    2900 HOOVER ROAD SUITE A
    STEVENS POINT,WI54481     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,000
    CEDARROOT FOLK SCHOOL
    PO BOX 253
    NORDLAND,WA98358     		NONE PUBLIC CHARITY UNRESTRICTED USE 1,500
    CHRISTIAN CENTER OF PARK CITY
    PO BOX 683480
    PARK CITY,UT84068     		NONE PUBLIC CHARITY FOOD PANTRY 5,000
    CHRISTIAN CENTER OF PARK CITY
    PO BOX 683480
    PARK CITY,UT84068     		NONE PUBLIC CHARITY NATIVE AMERICAN OUTREACH 5,000
    DOVE HOUSE ADVOCACY SERVICES
    1045 10TH ST
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,000
    DOVE HOUSE ADVOCACY SERVICES
    1045 10TH ST
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 1,500
    EMPOWERMENT WORKS (CHECK PAYABLE TO DC BOOKS TO PRISONS PER WEBSITE)
    PO BOX 34190
    WASHINGTON,DC20043     		NONE PUBLIC CHARITY DC BOOKS TO PRISONS 1,000
    FOOD BANK FOR LARIMER COUNTY
    5706 WRIGHT DRIVE
    LOVELAND,CO80538     		NONE PUBLIC CHARITY FOR IMMEDIATE USE 5,000
    FOOD BANK FOR LARIMER COUNTY
    5706 WRIGHT DRIVE
    LOVELAND,CO80538     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    FOOD FOR THOUGHT DENVER
    PO BOX 11813
    DENVER,CO80211     		NONE PUBLIC CHARITY UNRESTRICTED USE 10,000
    GLIDDEN AREA DEVELOPMENT CORP
    PO BOX 303
    GLIDDEN,WI54527     		NONE PUBLIC CHARITY UNRESTRICTED USE 6,000
    GREAT LAKES INTER-TRIBAL COUNCIL INC
    PO BOX 9 2932 HIGHWAY 47N
    LAC DU FLAMBEAU,WI54538     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    GREAT LAKES INTER-TRIBAL COUNCIL
    PO BOX 9 2932 HIGHWAY 47N
    LAC DU FLAMBEAU,WI54538     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,500
    HOPE HOUSE OF COLORADO
    6475A BENTON ST
    ARVADA,CO80003     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    HOPE HOUSE OF COLORADO
    6475A BENTON ST
    ARVADA,CO80003     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,000
    HOPE HOUSE OF COLORADO
    6475A BENTON ST
    ARVADA,CO80003     		NONE PUBLIC CHARITY UNRESTRICTED USE 8,000
    JEFFERSON COMMUNITY FOUNDATION
    201-B W PATISON ST
    PORT HADLOCK,WA98339     		NONE PUBLIC CHARITY COVID-19 EMERGENCY RELIEF FUND 10,000
    JEFFERSON LAND TRUST
    1033 LAWRENCE ST
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,500
    JUMPING MOUSE CHILDREN'S CENTER
    1809 SHERIDEN ST
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,000
    JUVENILE DIABETES RESEARCH FOUNDATION - NE WI
    1800 APPLETON ROAD SUITE 2
    MENASHA,WI54952     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    KIDS PLAY INTERNATIONAL
    1406 W MEADOW LOOP RD
    PARK CITY,UT84098     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    LAURIE JEAN ZACH CENTER INC
    337 YORK RD
    GLIDDEN,WI54527     		NONE PUBLIC CHARITY UNRESTRICTED USE 5,000
    LIFELONG AIDS ALLIANCE
    210 S LUCILE ST
    SEATTLE,WA98108     		NONE PUBLIC CHARITY UNRESTRICTED USE 4,000
    NORTH OLYMPIC SALMON COALITION
    PO BOX 197
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,500
    NORTHEAST WISCONSIN LAND TRUST
    14 TRI-PARK WAY SUITE 1
    APPLETON,WI54914     		NONE PUBLIC CHARITY UNRESTRICTED USE 4,000
    NORTHLAND COLLEGE - BURKE CENTER
    1411 ELLIS AVENUE
    ASHLAND,WI54806     		NONE UNIVERSITY BURKE CENTER 2,500
    NORTHLAND COLLEGE
    1411 ELLIS AVENUE
    ASHLAND,WI54806     		NONE UNIVERSITY LOON WATCH 6,000
    NORTHWEST WATERSHED INSTITUTE
    3407 EDDY ST
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,500
    OLYCAP (OLYMPIC COMMUNITY ACTION PROGRAMS)
    823 COMMERCE LOOP
    PORT TOWNSEND,WA98368     		NONE PUBLIC CHARITY UNRESTRICTED USE 1,500
    PARK COUNTY SCHOOLS
    PO BOX 189
    FAIRPLAY,CO80440     		NONE PUBLIC CHARITY SUNSHINE FUND FOR EDITH TETER ELEMENTARY SCHOOL 3,000
    PILLARS INC
    605 E HANCOCK
    APPLETON,WI54911     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,000
    RAINIER SCHOLARS
    2100 24TH AVE SOUTH SUITE 360
    SEATTLE,WA98144     		NONE PUBLIC CHARITY UNRESTRICTED USE 1,500
    RAWHIDE INC
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961     		NONE PUBLIC CHARITY ENTIRELY CHAPS 6,000
    RAWHIDE INC
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961     		NONE PUBLIC CHARITY $1,000 FOR "100 HANDS" FUNDRAISING CAMPAIGN 37,000
    ROCKY MOUNTAIN RURAL HEALTH
    PO BOX 1600
    FAIRPLAY,CO80440     		NONE PUBLIC CHARITY UNRESTRICTED USE 8,000
    ROOM TO GROW
    1060 UNION STREET APT 30
    BROOKLYN,NY11225     		NONE PUBLIC CHARITY UNRESTRICTED USE 7,000
    ROOM TO GROW
    1060 UNION ST APT 30
    BROOKLYN,NY11225     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,000
    ST JOSEPH FOOD PROGRAM
    1465 OPPORTUNITY WAY
    MENASHA,WI54952     		NONE PUBLIC CHARITY UNRESTRICTED USE 20,000
    ST JOSEPH FOOD PROGRAM INC
    1465 OPPORTUNITY WAY
    MENASHA,WI54952     		NONE PUBLIC CHARITY UNRESTRICTED USE 12,000
    SUNFIELD EDUCATION ASSOCIATION
    PO BOX 85
    PORT HADLOCK,WA98339     		NONE PUBLIC CHARITY UNRESTRICTED USE 4,000
    SUNFIELD EDUCATION ASSOCIATION
    PO BOX 85
    PORT HADLOCK,WA98339     		NONE PUBLIC CHARITY UNRESTRICTED USE 6,000
    THEDACARE FAMILY OF FOUNDATIONS
    1818 N MEADE ST
    APPLETON,WI54911     		NONE PUBLIC CHARITY PET & MASSAGE THERAPY 2,000
    VALLEY PACKAGING INDUSTRIES
    110 N KENSINGTON DR
    APPLETON,WI54915     		NONE PUBLIC CHARITY UNRESTRICTED USE 2,000
    YOUTH-GO
    213 NICOLET BLVD
    NEENAH,WI54956     		NONE PUBLIC CHARITY UNRESTRICTED USE 3,000
    Total .................................bullet 3a 311,000
    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 ...........     		    14 145  
    4 Dividends and interest from securities....     14 141,832  
    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 40,088  
    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).. 0 182,065 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    182,065
    (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:
    THE ROBERT AND SUSAN BROWN
     
    FAMILY FOUNDATION INC
    EIN:
    26-0743538
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND PROFESSIONAL 2,172 0   2,172

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERT AND SUSAN BROWN
     
    FAMILY FOUNDATION INC
    EIN:
    26-0743538
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE AND US GOVERNMENT BONDS 1,041,114 1,071,504

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT AND SUSAN BROWN
     
    FAMILY FOUNDATION INC
    EIN:
    26-0743538
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS AND EQUITY MUTUAL FUNDS 3,763,792 5,907,145

    TY 2020 OtherExpensesSchedule
    Name:
    THE ROBERT AND SUSAN BROWN
     
    FAMILY FOUNDATION INC
    EIN:
    26-0743538
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL REGISTRATION FEE 10 0   10
    INVESTMENT MANAGEMENT AND ADVISORY FEES 29,321 17,080   12,241
    OFFICE SUPPLIES AND POSTAGE 106 0   106


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ROBERT AND SUSAN BROWN
     
    FAMILY FOUNDATION INC
    EIN:
    26-0743538
    Description Amount
    TIMING DIFFERENCES AND RETURN OF CAPITAL 21


    TY 2020 TaxesSchedule
    Name:
    THE ROBERT AND SUSAN BROWN
     
    FAMILY FOUNDATION INC
    EIN:
    26-0743538
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 1,219 0   0