TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
TR UW FOR COLUMBIA UNIVERSITY XXXXX6007

Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603

A Employer identification number

13-6317563

B Telephone number (see instructions)

(800) 496-2583

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$8,740,393J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	164,489		164,489
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		462,853
b	Gross sales price for all assets on line 6a 3,088,112
7	Capital gain net income (from Part IV, line 2)...			462,853
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	627,342		627,342
13	Compensation of officers, directors, trustees, etc.	79,021		52,851		26,170
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		8,928	3,729		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		250			250
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	88,199		56,580	0	26,420
25	Contributions, gifts, grants paid.......	342,498				342,498
26	Total expenses and disbursements. Add lines 24 and 25	430,697		56,580	0	368,918
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	196,645
b	Net investment income (if negative, enter -0-)			570,762
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	71,829	60,095	60,095
	2	Savings and temporary cash investments.........	153,699	124,842	124,842
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	4,279,820	4,240,478	6,545,532
	c	Investments—corporate bonds (attach schedule).......	1,275,027	1,551,388	1,635,658
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	369,910	369,675	374,266
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,150,285	6,346,478	8,740,393
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	6,150,285	6,346,478
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	6,150,285	6,346,478
	30	Total liabilities and net assets/fund balances (see instructions).	6,150,285	6,346,478

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

6,150,285

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

196,645

Other increases not included in line 2 (itemize) bullet

3,741

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

6,350,671

Decreases not included in line 2 (itemize) bullet

4,193

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

6,346,478

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	3756.194 CRM LNG/SHRT OPPORT-INST			2020-01-09
b	1. CORTEVA INC		2018-04-06	2020-01-13
c	39. CORTEVA INC			2020-01-13
d	32. CORTEVA INC			2020-01-13
e	12.162 CORTEVA INC		2019-06-27	2020-01-14
	25.838 CORTEVA INC			2020-01-14
	40. CORTEVA INC			2020-01-14
	14. CORTEVA INC		2019-06-27	2020-01-14
	11. CORTEVA INC			2020-01-14
	4. CORTEVA INC		2019-06-27	2020-01-14
	48. CORTEVA INC			2020-01-15
	56. CORTEVA INC			2020-01-15
	23. CORTEVA INC		2019-06-28	2020-01-15
	5. CORTEVA INC		2019-06-28	2020-01-15
	16.443 CORTEVA INC		2019-06-28	2020-01-15
	12.557 CORTEVA INC		2015-06-18	2020-01-15
	35. CORTEVA INC			2020-01-15
	2. CORTEVA INC		2016-08-10	2020-01-15
	3469.237 CRM LNG/SHRT OPPORT-INST		2016-11-17	2020-01-16
	14. CORTEVA INC			2020-01-16
	13. CORTEVA INC		2015-07-15	2020-01-16
	1. CORTEVA INC		2015-07-15	2020-01-16
	3. CORTEVA INC		2015-07-15	2020-01-16
	3450.638 EQUINOX IMP SYSTEM MACRO-I		2018-11-07	2020-01-16
	115. QUALCOMM INC		2019-05-01	2020-01-23
	3. QUALCOMM INC		2019-05-01	2020-01-23
	59. EOG RESOURCES INC		2016-08-05	2020-01-28
	9. EOG RESOURCES INC			2020-01-28
	5. EOG RESOURCES INC		2016-05-25	2020-01-29
	5. EOG RESOURCES INC			2020-01-29
	4. EOG RESOURCES INC		2016-05-25	2020-01-29
	43. EOG RESOURCES INC			2020-01-29
	43. EOG RESOURCES INC			2020-01-29
	43. EOG RESOURCES INC			2020-01-29
	57. EOG RESOURCES INC			2020-01-30
	14. EOG RESOURCES INC		2016-03-07	2020-01-30
	1814.07 DODGE & INTERNATIONAL STOCK FUND		2009-04-08	2020-02-07
	3250. JPMORGAN BETABUILDERS JAPAN ETF			2020-02-07
	7332.816 JPM US LARGE CAP CORE PLUS FD - USD - R6 ISIN US48129C6030			2020-02-07
	38. ELECTRONIC ARTS			2020-02-25
	53. ELECTRONIC ARTS			2020-02-25
	13. ACCENTURE PLC			2020-02-25
	60. ACCENTURE PLC			2020-02-26
	151. DISNEY WALT CO			2020-03-04
	346. WELLS FARGO & CO NEW			2020-03-04
	4308.087 ARTISAN INTL VAL-INST			2020-03-09
	2159. ISHARES CORE MSCI EAFE ETF			2020-03-09
	8888.889 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070			2020-03-09
	10. ALEXION PHARMACEUTICALS INC		2019-03-14	2020-03-11
	2. ALEXION PHARMACEUTICALS INC		2019-03-14	2020-03-11
	1. ALEXION PHARMACEUTICALS INC		2019-03-14	2020-03-11
	7. DUPONT DE NEMOURS INC-W/D		2018-04-06	2020-03-11
	45.605 DUPONT DE NEMOURS INC-W/D		2019-04-08	2020-03-11
	182.395 DUPONT DE NEMOURS INC-W/D			2020-03-11
	19. ALEXION PHARMACEUTICALS INC		2019-03-14	2020-03-12
	11. ALEXION PHARMACEUTICALS INC		2019-03-14	2020-03-12
	27. ALEXION PHARMACEUTICALS INC		2019-03-14	2020-03-13
	338. SPDR TR UNIT SER 1		2017-06-29	2020-03-16
	162. SPDR TR UNIT SER 1			2020-03-16
	88. UNITED TECHNOLOGIES CORP			2020-03-31
	93. COMCAST CORP NEW CL A		2019-05-14	2020-04-16
	11. COMCAST CORP NEW CL A		2019-05-14	2020-04-16
	152. COMCAST CORP NEW CL A		2019-03-14	2020-04-16
	2. COMCAST CORP NEW CL A		2019-03-14	2020-04-16
	112. COMCAST CORP NEW CL A			2020-04-16
	15. COMCAST CORP NEW CL A		2019-01-29	2020-04-16
	23. ROSS STORES INC		2018-12-11	2020-04-16
	28. ROSS STORES INC		2018-12-11	2020-04-16
	29. ROSS STORES INC		2018-12-11	2020-04-16
	96. ROSS STORES INC			2020-04-16
	473. MARATHON PETROLEUM CORPORATION			2020-04-27
	60. ADOBE SYS INC		2012-08-03	2020-05-04
	9. ADOBE SYS INC		2012-08-03	2020-05-04
	100. ISHARES TR 20+ TREAS INDEX FD		2019-09-26	2020-05-12
	2741.384 JPMORGAN CORE BOND FUND ULTRA		2014-12-18	2020-05-12
	7118.928 JPMORGAN CORE BOND FUND ULTRA		2019-12-10	2020-05-12
	2188.184 VANGUARD TTL INTL BND-ADM		2019-02-08	2020-05-12
	966.889 BLACKSTONE ALT MULTI-STRAT-Y		2019-04-16	2020-06-04
	6976.744 BLACKSTONE ALT MULTI-STRAT-Y		2019-06-17	2020-06-04
	155. BERKSHIRE HATHAWAY INC DEL CL B			2020-06-24
	1594.349 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070		2013-04-22	2020-06-25
	1541.092 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070		2013-04-22	2020-06-29
	301. KEYCORP NEW			2020-06-30
	35. KEYCORP NEW			2020-06-30
	225. PFIZER INC			2020-06-30
	77. KEYCORP NEW			2020-07-01
	23. KEYCORP NEW			2020-07-01
	135. KEYCORP NEW			2020-07-01
	1. KEYCORP NEW		2016-03-01	2020-07-01
	59. KEYCORP NEW			2020-07-01
	4. KEYCORP NEW		2016-03-01	2020-07-01
	55. KEYCORP NEW			2020-07-01
	112. KEYCORP NEW		2016-03-01	2020-07-02
	3. KEYCORP NEW		2016-03-01	2020-07-02
	118. KEYCORP NEW			2020-07-02
	6. KEYCORP NEW		2016-02-29	2020-07-02
	655. PFIZER INC			2020-07-10
	31. PFIZER INC		2016-11-09	2020-07-10
	80. GENERAL DYNAMICS CORP			2020-08-04
	21. GENERAL DYNAMICS CORP			2020-08-04
	11. GENERAL DYNAMICS CORP			2020-08-04
	84. PHILIP MORRIS INTERNATIONAL			2020-08-04
	33. PHILIP MORRIS INTERNATIONAL			2020-08-04
	8. PHILIP MORRIS INTERNATIONAL		2018-10-24	2020-08-04
	10024.058 JPMORGAN CORE BOND FUND ULTRA			2020-08-19
	5387.931 VANGUARD TTL INTL BND-ADM			2020-08-19
	113. AUTOMATIC DATA PROCESSING INC			2020-09-30
	19. AUTOMATIC DATA PROCESSING INC		2020-05-04	2020-09-30
	10. AUTOMATIC DATA PROCESSING INC		2018-10-19	2020-09-30
	5. AUTOMATIC DATA PROCESSING INC		2020-05-04	2020-09-30
	9. AUTOMATIC DATA PROCESSING INC		2018-10-23	2020-09-30
	16. AUTOMATIC DATA PROCESSING INC		2020-05-04	2020-09-30
	53. INTERCONTINENTALEXCHANGE GROUP, INC			2020-09-30
	21. INTERCONTINENTALEXCHANGE GROUP, INC		2017-01-31	2020-09-30
	30. INTERCONTINENTALEXCHANGE GROUP, INC			2020-09-30
	14. ALLEGION PLC			2020-09-30
	15. ALLEGION PLC			2020-09-30
	19. ALLEGION PLC			2020-09-30
	12. ALLEGION PLC			2020-10-01
	20. ALLEGION PLC			2020-10-01
	6. ALLEGION PLC			2020-10-01
	4. ALLEGION PLC			2020-10-01
	3. ALLEGION PLC		2015-11-04	2020-10-01
	1. ALLEGION PLC		2015-11-04	2020-10-02
	44. ALLEGION PLC			2020-10-02
	53. DIAMONDBACK ENERGY INC			2020-10-05
	128. DIAMONDBACK ENERGY INC			2020-10-05
	36. DIAMONDBACK ENERGY INC		2020-01-28	2020-10-06
	12. DIAMONDBACK ENERGY INC		2020-01-28	2020-10-06
	28. DIAMONDBACK ENERGY INC			2020-10-06
	138. APPLE COMPUTER INC		2006-04-06	2020-10-13
	. WELLS FARGO & CO NEW			2020-10-13
	17. ABBVIE INC		2019-11-11	2020-10-22
	2. ALPHABET INC-CL C		2018-05-07	2020-10-22
	1. ALPHABET INC-CL C		2019-10-25	2020-10-22
	1. ALPHABET INC-CL A		2016-07-11	2020-10-22
	2. AMAZON COM INC		2020-02-25	2020-10-22
	9. AMERICAN EXPRESS CO		2019-06-10	2020-10-22
	7. AMETEK INC NEW		2020-10-02	2020-10-22
	49. APPLE COMPUTER INC		2006-04-06	2020-10-22
	43. BANK OF AMERICA CORPORATION			2020-10-22
	1. BIOGEN IDEC INC		2020-03-11	2020-10-22
	1. BOOKING HOLDINGS INC		2020-10-13	2020-10-22
	27. BOSTON SCIENTIFIC CORP			2020-10-22
	19. BRISTOL MYERS SQUIBB CO		2020-07-10	2020-10-22
	6. BROADCOM INC		2013-04-25	2020-10-22
	4. CHARTER COMMUNICATIONS INC-A		2020-04-16	2020-10-22
	21. CITIGROUP INC NEW		2017-05-15	2020-10-22
	19. COCA-COLA CO		2020-08-04	2020-10-22
	22. COMCAST CORP NEW CL A		2019-01-29	2020-10-22
	6. ELECTRONIC ARTS		2019-01-29	2020-10-22
	5. FACEBOOK INC-A		2020-01-08	2020-10-22
	8. FIDELITY NATL INFORMATION SVCS INC		2019-08-14	2020-10-22
	18. FISERV INC			2020-10-22
	7. HOME DEPOT INC		2012-03-20	2020-10-22
	10. HONEYWELL INTL INC		2013-10-23	2020-10-22
	3. INTUIT			2020-10-22
	1000. ISHARES CORE MSCI EAFE ETF		2017-06-29	2020-10-22
	8. LILLY ELI & CO			2020-10-22
	10. LOWES COS INC		2020-04-16	2020-10-22
	7. MASTERCARD INC - CLASS A			2020-10-22
	3. MCDONALDS CORP		2019-06-10	2020-10-22
	15. MERCK & CO INC		2019-03-14	2020-10-22
	34. MICROSOFT CORP			2020-10-22
	19. MONDELEZ INTERNATIONAL-W/I			2020-10-22
	31. MORGAN STANLEY DEAN WITTER & CO NEW			2020-10-22
	2. NETFLIX.COM INC		2018-09-13	2020-10-22
	8. NEXTERA ENERGY INC		2020-09-30	2020-10-22
	8. NORFOLK SOUTHN CORP		2020-08-04	2020-10-22
	6. NORTHROP GRUMMAN CORP		2020-08-05	2020-10-22
	4. NVIDIA CORP		2018-10-08	2020-10-22
	2. O'REILLY AUTOMOTIVE INC		2020-06-30	2020-10-22
	14. PAYPAL HOLDINGS INC		2020-05-04	2020-10-22
	10. PEPSICO INC		2018-05-22	2020-10-22
	8. PIONEER NAT RES CO			2020-10-22
	9. PROCTER & GAMBLE CO		2020-08-04	2020-10-22
	9. SALESFORCE.COM INC		2020-05-04	2020-10-22
	7. STANLEY BLACK & DECKER,INC.		2020-10-05	2020-10-22
	14. TEXAS INSTRS INC		2020-01-23	2020-10-22
	4. THERMO ELECTRON CORP		2020-07-10	2020-10-22
	8. UNION PAC CORP		2018-02-22	2020-10-22
	9. UNITEDHEALTH GROUP INC			2020-10-22
	3. VERTEX PHARMACEUTICALS INC			2020-10-22
	5. VISA INC CLASS A SHARES		2015-10-19	2020-10-22
	7. WASTE CONNECTIONS INC		2016-08-10	2020-10-22
	5. WEX INC		2020-04-29	2020-10-22
	11. YUM BRANDS INC		2020-10-16	2020-10-22
	11. ZIMMER HLDGS INC		2020-06-30	2020-10-22
	10. LINDE PLC		2019-08-14	2020-10-22
	7. CHUBB LTD			2020-10-22
	2. ASML HOLDING NV-NY REG SHS		2020-03-04	2020-10-22
	12. NXP SEMICONDUCTORS NV		2020-01-23	2020-10-22
	46. PAYPAL HOLDINGS INC			2020-11-02
	119. VISA INC CLASS A SHARES			2020-11-02
	10. VISA INC CLASS A SHARES		2015-12-11	2020-11-02
	32. SALESFORCE.COM INC		2020-05-04	2020-11-03
	2. SALESFORCE.COM INC		2018-10-08	2020-11-03
	1. SALESFORCE.COM INC		2018-10-08	2020-11-03
	4. SALESFORCE.COM INC		2018-10-08	2020-11-03
	1. SALESFORCE.COM INC		2018-10-08	2020-11-03
	14. SALESFORCE.COM INC		2018-10-08	2020-11-03
	5. SALESFORCE.COM INC		2018-10-08	2020-11-03
	5. SALESFORCE.COM INC		2018-10-08	2020-11-04
	8. SALESFORCE.COM INC		2018-10-08	2020-11-04
	25. BROADCOM INC			2020-11-06
	5. BROADCOM INC			2020-11-06
	35. BROADCOM INC			2020-11-06
	62. BROADCOM INC			2020-11-09
	13709.677 JPMORGAN CORE BOND FUND ULTRA			2020-11-09
	4301.075 VANGUARD TTL INTL BND-ADM			2020-11-09
	31365.314 PGIM HIGH YIELD-Q		2020-03-27	2020-11-16
	58. HOME DEPOT INC			2020-11-24
	27. PROCTER & GAMBLE CO		2020-08-04	2020-11-24
	22. PROCTER & GAMBLE CO		2019-06-05	2020-11-24
	995.367 FIDELITY 500 INDEX-INST PRM		2019-12-11	2020-12-01
	10053.353 SIX CIRCLES US UNCONSTR EQ		2020-02-10	2020-12-01
	79. ELECTRONIC ARTS			2020-12-03
	43. ELECTRONIC ARTS			2020-12-04
	16. CHARTER COMMUNICATIONS INC-A			2020-12-15
	59. SALESFORCE.COM INC			2020-12-15
	48. NVIDIA CORP			2020-12-17
	1200. ISHARES MISCI EAFE INDEX FUND			2020-12-18
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	37,900	38,107	-207
b	28	33	-5
c	1,106	1,276	-170
d	913	1,035	-122
e	348	362	-14
	739	832	-93
	1,146	1,189	-43
	401	416	-15
	314	327	-13
	113	118	-5
	1,378	1,422	-44
	1,605	1,657	-52
	659	679	-20
	143	148	-5
	472	485	-13
	360	348	12
	999	966	33
	57	55	2
	34,831	35,178	-347
	404	382	22
	375	351	24
	29	27	2
	87	81	6
	33,920	34,955	-1,035
	10,567	9,947	620
	276	259	17
	4,547	5,326	-779
	694	791	-97
	384	416	-32
	384	415	-31
	307	331	-24
	3,245	3,558	-313
	3,296	3,530	-234
	3,253	3,478	-225
	4,237	4,185	52
	1,052	1,013	39
	77,370	37,098	40,272
	80,013	77,990	2,023
	191,167	99,009	92,158
	4,027	4,327	-300
	5,588	5,777	-189
	2,571	1,061	1,510
	11,859	4,759	7,100
	17,848	14,085	3,763
	14,091	8,836	5,255
	132,086	111,020	21,066
	115,905	131,628	-15,723
	160,000	141,928	18,072
	837	1,347	-510
	167	269	-102
	84	135	-51
	255	661	-406
	1,686	3,870	-2,184
	6,743	15,813	-9,070
	1,506	2,559	-1,053
	843	1,482	-639
	2,154	3,636	-1,482
	82,932	81,664	1,268
	40,005	34,905	5,100
	8,320	10,717	-2,397
	3,463	3,999	-536
	409	473	-64
	5,654	6,055	-401
	75	80	-5
	4,173	4,317	-144
	561	542	19
	2,016	1,854	162
	2,453	2,257	196
	2,544	2,338	206
	8,397	7,666	731
	12,410	33,070	-20,660
	20,909	1,917	18,992
	3,137	288	2,849
	16,435	14,251	2,184
	33,363	32,239	1,124
	86,637	85,000	1,637
	50,000	48,009	1,991
	9,263	10,394	-1,131
	66,837	75,000	-8,163
	27,576	28,371	-795
	31,600	24,394	7,206
	30,544	23,579	6,965
	3,662	5,694	-2,032
	426	589	-163
	7,285	8,287	-1,002
	923	883	40
	280	257	23
	1,577	1,493	84
	12	11	1
	685	644	41
	47	44	3
	642	591	51
	1,358	1,196	162
	35	32	3
	1,384	1,255	129
	71	63	8
	22,084	22,085	-1
	1,043	999	44
	11,778	13,218	-1,440
	3,097	3,189	-92
	1,618	1,661	-43
	6,461	7,555	-1,094
	2,553	2,939	-386
	616	708	-92
	125,000	116,922	8,078
	125,000	118,134	6,866
	15,700	16,787	-1,087
	2,640	2,717	-77
	1,389	1,434	-45
	697	715	-18
	1,255	1,276	-21
	2,232	2,288	-56
	5,302	3,088	2,214
	2,087	1,221	866
	2,993	1,736	1,257
	1,386	932	454
	1,481	996	485
	1,887	1,255	632
	1,208	790	418
	1,981	1,310	671
	592	391	201
	403	260	143
	299	194	105
	97	65	32
	4,332	2,822	1,510
	1,636	4,206	-2,570
	3,950	13,282	-9,332
	1,149	2,853	-1,704
	373	951	-578
	895	2,216	-1,321
	17,007	341	16,666
	56		56
	1,425	1,453	-28
	3,199	2,105	1,094
	1,599	1,260	339
	1,591	727	864
	6,303	3,937	2,366
	926	1,107	-181
	753	706	47
	5,727	121	5,606
	1,048	760	288
	266	298	-32
	1,712	1,808	-96
	1,007	631	376
	1,146	1,092	54
	2,232	238	1,994
	2,410	2,025	385
	910	1,290	-380
	967	885	82
	984	795	189
	760	521	239
	1,386	1,070	316
	1,129	1,048	81
	1,786	1,870	-84
	1,986	346	1,640
	1,745	826	919
	988	883	105
	60,945	60,904	41
	1,129	690	439
	1,736	949	787
	2,337	335	2,002
	685	603	82
	1,178	1,221	-43
	7,263	1,551	5,712
	1,072	837	235
	1,562	1,089	473
	972	741	231
	2,414	2,212	202
	1,722	1,535	187
	1,870	1,968	-98
	2,155	1,073	1,082
	926	841	85
	2,916	1,724	1,192
	1,394	998	396
	617	1,238	-621
	1,278	1,201	77
	2,254	1,446	808
	1,240	1,186	54
	2,057	1,851	206
	1,920	1,532	388
	1,523	1,069	454
	2,912	1,150	1,762
	634	279	355
	990	385	605
	720	369	351
	724	681	43
	1,092	1,095	-3
	1,566	1,314	252
	2,298	1,861	437
	887	714	173
	757	603	154
	1,611	1,640	-29
	8,554	5,452	3,102
	22,032	9,135	12,897
	1,855	763	1,092
	7,597	5,141	2,456
	475	303	172
	239	151	88
	950	605	345
	236	151	85
	3,339	2,119	1,220
	1,186	757	429
	1,251	757	494
	1,964	1,211	753
	9,531	976	8,555
	1,915	190	1,725
	13,321	1,221	12,100
	23,998	2,117	21,881
	170,000	156,015	13,985
	100,000	94,221	5,779
	170,000	145,849	24,151
	15,846	2,773	13,073
	3,734	3,604	130
	3,042	2,348	694
	126,760	109,072	17,688
	139,440	117,624	21,816
	10,148	6,741	3,407
	5,490	3,639	1,851
	10,364	8,097	2,267
	12,956	8,914	4,042
	25,578	12,713	12,865
	87,196	68,991	18,205
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028
			30,028

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			-207
b			-5
c			-170
d			-122
e			-14
			-93
			-43
			-15
			-13
			-5
			-44
			-52
			-20
			-5
			-13
			12
			33
			2
			-347
			22
			24
			2
			6
			-1,035
			620
			17
			-779
			-97
			-32
			-31
			-24
			-313
			-234
			-225
			52
			39
			40,272
			2,023
			92,158
			-300
			-189
			1,510
			7,100
			3,763
			5,255
			21,066
			-15,723
			18,072
			-510
			-102
			-51
			-406
			-2,184
			-9,070
			-1,053
			-639
			-1,482
			1,268
			5,100
			-2,397
			-536
			-64
			-401
			-5
			-144
			19
			162
			196
			206
			731
			-20,660
			18,992
			2,849
			2,184
			1,124
			1,637
			1,991
			-1,131
			-8,163
			-795
			7,206
			6,965
			-2,032
			-163
			-1,002
			40
			23
			84
			1
			41
			3
			51
			162
			3
			129
			8
			-1
			44
			-1,440
			-92
			-43
			-1,094
			-386
			-92
			8,078
			6,866
			-1,087
			-77
			-45
			-18
			-21
			-56
			2,214
			866
			1,257
			454
			485
			632
			418
			671
			201
			143
			105
			32
			1,510
			-2,570
			-9,332
			-1,704
			-578
			-1,321
			16,666
			56
			-28
			1,094
			339
			864
			2,366
			-181
			47
			5,606
			288
			-32
			-96
			376
			54
			1,994
			385
			-380
			82
			189
			239
			316
			81
			-84
			1,640
			919
			105
			41
			439
			787
			2,002
			82
			-43
			5,712
			235
			473
			231
			202
			187
			-98
			1,082
			85
			1,192
			396
			-621
			77
			808
			54
			206
			388
			454
			1,762
			355
			605
			351
			43
			-3
			252
			437
			173
			154
			-29
			3,102
			12,897
			1,092
			2,456
			172
			88
			345
			85
			1,220
			429
			494
			753
			8,555
			1,725
			12,100
			21,881
			13,985
			5,779
			24,151
			13,073
			130
			694
			17,688
			21,816
			3,407
			1,851
			2,267
			4,042
			12,865
			18,205

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	462,853
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	7,934
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	7,934
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	7,934
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	4,832
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,832
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,102
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

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

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

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

N/A

The books are in care of bullet

JP MORGAN CHASE BANK NA Telephone no. bullet

(800) 496-2583

Located at bullet

10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4 bullet

60603

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

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

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

Yes

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

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JP MORGAN CHASE BANK NA	TRUSTEE 2	79,021
10 S DEARBORN ST MC IL 1-0111 CHICAGO,IL60603	TRUSTEE 2	79,021

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

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

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

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

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2020)

Page 8

Part X

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

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

purposes:

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

7,741,767

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

96,211

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

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

7,837,978

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

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

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

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

7,837,978

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

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

117,570

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

7,720,408

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

386,020

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

386,020

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

7,934

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

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

7,934

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

378,086

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

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

378,086

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

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

378,086

Part XII

Qualifying Distributions (see instructions)

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

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

368,918

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

368,918

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

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

368,918

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					378,086
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				342,498
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	0
d From 2018......	0
e From 2019......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 368,918
a Applied to 2019, but not more than line 2a				342,498
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.....					26,420
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 ..........					351,666
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	0
c Excess from 2018....	0
d Excess from 2019....	0
e Excess from 2020....	0

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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

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

aThe name, address, and telephone number or 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)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
COLUMBIA UNIVERSITY C/O JOSEPH LIBERATORE 116TH ST BROADWAY NEW YORK,NY100277922	NONE	PC	GENERAL	342,498
Total ................................. 3a				342,498

bApproved for future payment

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

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	164,489
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	462,853
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)..				627,342

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

627,342

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
4812C0100 JPM CORE BOND FD - U	106,686	118,034
92203J308 VANGUARD TTL INTL BN	79,306	85,443
54401E143 LORD ABBETT SHRT DUR	135,213	137,494
83002G108 SIX CIRCLES ULTR SHR	152,158	152,387
464287432 ISHARES 20+ YEAR TRE	64,130	70,979
464287440 ISHARES 7-10 YEAR TR	72,744	83,485
54401E218 LORD ABBETT HIGH YIE	225,000	259,481
74440Y884 PGIM HIGH YIELD-Q	46,151	54,687
83002G702 SIX CIRCLES GLOBAL B	500,000	500,983
83002G884 SIX CIRCLES CREDIT O	170,000	172,685

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	13,749	23,008
110122108 BRISTOL-MYERS SQUIBB	26,049	28,782
172967424 CITIGROUP INC	23,047	32,988
254687106 WALT DISNEY CO/THE
256206103 DODGE & COX INTL STO
369550108 GENERAL DYNAMICS COR
437076102 HOME DEPOT INC	3,176	24,968
438516106 HONEYWELL INTERNATIO	11,776	53,388
464287465 ISHARES MSCI EAFE ET	434,240	577,114
493267108 KEYCORP
532457108 ELI LILLY & CO	24,673	44,911
548661107 LOWE'S COS INC	8,811	38,843
594918104 MICROSOFT CORP	19,962	178,603
609207105 MONDELEZ INTERNATION	11,653	25,025
617446448 MORGAN STANLEY	17,681	49,821
666807102 NORTHROP GRUMMAN COR	40,536	44,184
713448108 PEPSICO INC	22,777	34,999
717081103 PFIZER INC
723787107 PIONEER NATURAL RESO	23,002	22,892
854502101 STANLEY BLACK & DECK	17,571	29,820
882508104 TEXAS INSTRUMENTS IN	25,846	57,281
907818108 UNION PACIFIC CORP	19,669	39,354
949746101 WELLS FARGO & CO	18,879	19,194
988498101 YUM] BRANDS INC	25,744	31,157
00724F101 ADOBE INC.
02079K107 ALPHABET INC-CL C	23,399	94,602
02079K305 ALPHABET INC-CL A	10,101	40,311
09062X103 BIOGEN INC	8,632	7,101
16119P108 CHARTER COMMUNICATIO	20,633	52,924
20030N101 COMCAST CORP-CLASS A	9,025	26,776
26875P101 EOG RESOURCES INC
30303M102 FACEBOOK INC-CLASS A	24,755	52,720
31620M106 FIDELITY NATIONAL IN	13,917	28,433
57636Q104 MASTERCARD INC - A	4,561	62,821
58933Y105 MERCK & CO. INC.	24,256	29,366
65339F101 NEXTERA ENERGY INC	33,359	54,622
67103H107 O'REILLY AUTOMOTIVE	18,378	26,702
78462F103 SPDR S&P 500 ETF TRU	264,631	520,815
91324P102 UNITEDHEALTH GROUP I	10,917	77,500
92532F100 VERTEX PHARMACEUTICA	2,082	15,362
92826C839 VISA INC-CLASS A SHA
94106B101 WASTE CONNECTIONS IN	7,649	15,693
96208T104 WEX INC	16,506	29,308
G0176J109 ALLEGION PLC
G1151C101 ACCENTURE PLC-CL A
H1467J104 CHUBB LTD	9,914	25,859
023135106 AMAZON.COM INC	35,829	169,360
032654105 ANALOG DEVICES INC	37,987	40,921
037833100 APPLE INC	3,059	164,138
04314H857 ARTISAN INTL VAL-INS
060505104 BANK OF AMERICA CORP	9,897	31,098
084670702 BERKSHIRE HATHAWAY I
25278X109 DIAMONDBACK ENERGY I
45866F104 INTERCONTINENTAL EXC
46432F842 ISHARES CORE MSCI EA	107,566	122,151
48129C207 JPM GL RES ENH IDX F
48129C603 JPM US L/C CORE PL F
655844108 NORFOLK SOUTHERN COR	28,663	46,809
67066G104 NVIDIA CORP	10,261	28,721
718172109 PHILIP MORRIS INTERN
913017109 UNITED TECHNOLOGIES
98956P102 ZIMMER BIOMET HOLDIN	31,295	42,529
025816109 AMERICAN EXPRESS CO	31,825	33,613
053015103 AUTOMATIC DATA PROCE
191216100 COCA-COLA CO/THE	20,541	24,952
285512109 ELECTRONIC ARTS INC
315911750 FIDELITY 500 INDEX-I	665,964	904,072
778296103 ROSS STORES INC
11135F101 BROADCOM INC
46641Q696 JPMORGAN BETABUILDER	225,142	250,297
46641Q712 JPMORGAN BETABUILDER	59,636	69,608
56585A102 MARATHON PETROLEUM C
64110L106 NETFLIX INC	19,465	28,659
70450Y103 PAYPAL HOLDINGS INC	33,295	81,970
79466L302 SALESFORCE.COM INC	14,987	26,259
83002G306 SIX CIRCLES US UNCON	564,281	746,773
83002G405 SIX CIRCLES INTL UNC	462,850	488,837
G5494J103 LINDE PLC	39,419	60,607
00287Y109 ABBVIE INC	32,001	44,360
015351109 ALEXION PHARMACEUTIC
22052L104 CORTEVA INC
26614N102 DUPONT DE NEMOURS IN
337738108 FISERV INC	37,927	48,846
580135101 MCDONALD'S CORP	14,882	15,879
742718109 PROCTER & GAMBLE CO/	19,533	25,463
747525103 QUALCOMM INC
N6596X109 NXP SEMICONDUCTORS N	38,920	54,699
007903107 ADVANCED MICRO DEVIC	23,303	24,945
031100100 AMETEK INC	17,996	21,769
09857L108 BOOKING HOLDINGS INC	32,202	42,318
461202103 INTUIT INC	20,774	28,109
46434G103 ISHARES CORE MSCI EM	165,556	186,120
512807108 LAM RESEARCH CORP	28,017	32,587
518439104 ESTEE LAUDER COMPANI	12,845	14,108
693506107 PPG INDUSTRIES INC	24,282	25,815
75513E101 RAYTHEON TECHNOLOGIE	26,921	26,030
883556102 THERMO FISHER SCIENT	33,861	46,112
N07059210 ASML HOLDING NV-NY R	17,940	29,751

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
12628J881 CRM LNG/SHRT OPPORT-
29446A710 EQUINOX IMP SYSTEM M
09257V508 BLACKSTONE ALT MULTI	AT COST	140,475	133,976
09250J734 BLACKROCK EVNT DRVN	AT COST	80,400	81,747
64128R608 NEUBERGER BERMAN LON	AT COST	72,700	80,597
72201U638 PIMCO MRTG OPP & BND	AT COST	76,100	77,946

Description	Amount
2020 TRANSACTIONS POSTED IN 2021	4,192
ROUNDING	1

Category	Amount	Net Investment Income
FOREIGN TAXES	144	144
FEDERAL TAX PAYMENT - PRIOR YE	367	0
FEDERAL ESTIMATES - INCOME	4,832	0
FOREIGN TAXES ON QUALIFIED FOR	3,380	3,380
FOREIGN TAXES ON NONQUALIFIED	205	205