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
ELIZABETH LEIGHTON IRREVOCABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

04-6787667
B Telephone number (see instructions)

(866) 238-8650
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$7,221,015J 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      
4 Dividends and interest from securities... 153,180 152,059  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 153,323
b Gross sales price for all assets on line 6a 1,032,829
7 Capital gain net income (from Part IV, line 2)... 153,323
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........ 306,503 305,382  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,886 28,415   9,472
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)... Click to see attachment 15,032 1,755   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)....... Click to see attachment 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,168 30,170 0 9,722
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 53,168 30,170 0 9,722
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 253,335
b Net investment income (if negative, enter -0-) 275,212
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........   312,353 312,353
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment1,994,660 2,996,828
c Investments—corporate bonds (attach schedule).......   Click to see attachment1,842,412 1,970,153
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,086,416 Click to see attachment1,190,240 1,941,681
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) 5,086,416 5,339,665 7,221,015
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
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........ 5,086,416 5,339,665
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)..... 5,086,416 5,339,665
30 Total liabilities and net assets/fund balances (see instructions). 5,086,416 5,339,665
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
5,086,416
2
Enter amount from Part I, line 27a .....................
2
253,335
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,339,751
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
86
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,339,665
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 250. ABBOTT LABORATORIES COM   2008-10-21 2020-02-04
b 50. APPLE INC   2008-11-07 2020-03-27
c 25. APPLE INC   2008-11-07 2020-05-22
d 100. APPLE INC   2008-11-07 2020-09-29
e 5. BOOKING HOLDINGS INC   2019-01-14 2020-03-27
300. CARRIER GLOBAL CORP     2020-05-22
25. COSTCO WHOLESALE CORP   2019-04-25 2020-03-27
100. WALT DISNEY CO   2011-11-03 2020-03-27
25. WALT DISNEY CO   2011-11-03 2020-05-22
25. WALT DISNEY CO   2011-11-03 2020-09-29
5452.893 DODGE & COX INTERNATIONAL STOC F $1.080     2020-03-27
525. DRIEHAUS EMERGING MKTS GROWTH FD $0.162   2014-04-21 2020-02-04
349.663 DRIEHAUS EMERGING MKTS GROWTH FD $0.162   2014-04-21 2020-03-27
25. ECOLAB INC COM   2008-11-07 2020-02-04
25. ECOLAB INC COM   2008-11-07 2020-09-29
9825.327 FEDERATED HERMES ULTRASHORT BD IS     2020-02-04
1600. ISHARES MSCI EAFE INDEX FUND CLOSED-END FUND     2020-03-27
875. ISHARES CORE MSCI EAFE ETF $1.58000   2019-01-14 2020-05-22
6648.713 LORD ABBETT TOTAL RETURN FUND $0.362     2020-05-22
25. MARKETAXESS HOLDINGS INC   2018-01-25 2020-05-22
25. MCDONALDS CORP   2006-11-24 2020-05-22
25. MCDONALDS CORP   2006-11-24 2020-09-29
50. NEXTERA ENERGY INC   2008-08-13 2020-02-04
25. NEXTERA ENERGY INC   2008-08-13 2020-05-22
25. NEXTERA ENERGY INC   2008-08-13 2020-09-29
25. NIKE INC   2012-07-13 2020-02-04
75. NIKE INC   2012-07-13 2020-03-27
25. NIKE INC   2012-07-13 2020-05-22
25. NIKE INC   2012-07-13 2020-09-29
100. NORTHERN TR CORP   2019-04-25 2020-05-22
200. NORTHERN TR CORP   2019-04-25 2020-09-29
150. OTIS WORLDWIDE CORP     2020-05-22
85. PNC FINANCIAL SERVICES GROUP   2018-01-25 2020-05-22
1250. PARSLEY ENERGY INC   2019-04-25 2020-02-04
25. PHILIP MORRIS INTERNATIONAL INC   2019-04-25 2020-05-22
25. PHILIP MORRIS INTERNATIONAL INC   2019-04-25 2020-09-29
70. PIONEER NATURAL RESOURCES CO   2018-01-25 2020-05-22
75. PROLOGIS INC   2019-04-25 2020-05-22
25. PROLOGIS INC   2019-04-25 2020-09-29
25000. QUALCOMM INC DTD 5/20/2015 2.25000% 5/20/2020   2015-11-17 2020-05-20
200. T ROWE PRICE MID-CAP GROWTH FD OPEN-END FUND     2020-02-04
5. SHERWIN WILLIAMS CO COM   2019-01-14 2020-09-29
25. THERMO FISHER SCIENTIFIC INC   2008-10-21 2020-05-22
25. THERMO FISHER SCIENTIFIC INC   2008-10-21 2020-09-29
100. UNITED TECHNOLOGIES CORP   2008-01-16 2020-03-27
300. V F CORP   2019-01-14 2020-09-29
36. VANGUARD FTSE EMERGING MKTS ETF $0.95500   2009-10-01 2020-02-04
100. VANGUARD REAL ESTATE ETF   2013-11-26 2020-02-04
300. VANGUARD REAL ESTATE ETF   2013-11-26 2020-05-22
100. VANGUARD MID-CAP INDEX FUND $3.138   2014-04-21 2020-03-27
250. VANGUARD SMALL CAP INDEX FD $1.065     2020-02-04
150. VANGUARD SMALL CAP INDEX FD $1.065   2013-07-18 2020-03-27
25. VANGUARD 500 INDEX FD - ADM   2015-11-12 2020-02-04
54.832 VANGUARD 500 INDEX FD - ADM   2015-11-12 2020-03-27
25. VANGUARD 500 INDEX FD - ADM   2015-11-12 2020-05-22
200. VANGUARD 500 INDEX FD - ADM   2015-11-12 2020-09-30
.1183 VIATRIS INC   2019-04-25 2020-11-17
25. ZOETIS INC   2019-01-14 2020-09-29
CAPITAL GAIN DIVIDENDS P    
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(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 22,147   6,828 15,319
b 12,707   700 12,007
c 7,943   350 7,593
d 11,401   350 11,051
e 6,524   8,529 -2,005
5,859   3,556 2,303
7,231   6,162 1,069
9,838   3,461 6,377
2,929   865 2,064
3,126   865 2,261
164,296   208,867 -44,571
20,627   17,115 3,512
10,829   11,399 -570
5,078   907 4,171
4,934   907 4,027
90,098   90,000 98
85,545   102,398 -16,853
46,689   49,897 -3,208
70,077   70,121 -44
11,899   4,899 7,000
4,593   1,055 3,538
5,468   1,055 4,413
13,279   2,990 10,289
5,781   1,495 4,286
7,087   1,495 5,592
2,553   585 1,968
6,364   1,754 4,610
2,348   585 1,763
3,161   585 2,576
7,313   9,739 -2,426
15,498   19,478 -3,980
7,701   5,332 2,369
8,774   13,433 -4,659
20,988   26,499 -5,511
1,748   2,090 -342
1,858   2,090 -232
6,408   13,248 -6,840
6,491   5,651 840
2,493   1,884 609
25,000   24,618 382
19,492   9,240 10,252
3,534   1,998 1,536
8,443   1,088 7,355
10,882   1,088 9,794
10,006   7,166 2,840
20,919   20,340 579
1,563   1,360 203
9,531   6,001 3,530
21,906   17,923 3,983
16,271   13,916 2,355
19,920   8,158 11,762
8,223   7,199 1,024
7,617   4,731 2,886
12,859   10,376 2,483
6,841   4,731 2,110
62,058   37,848 24,210
2   2  
4,068   2,122 1,946
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
      34,011
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       15,319
b       12,007
c       7,593
d       11,051
e       -2,005
      2,303
      1,069
      6,377
      2,064
      2,261
      -44,571
      3,512
      -570
      4,171
      4,027
      98
      -16,853
      -3,208
      -44
      7,000
      3,538
      4,413
      10,289
      4,286
      5,592
      1,968
      4,610
      1,763
      2,576
      -2,426
      -3,980
      2,369
      -4,659
      -5,511
      -342
      -232
      -6,840
      840
      609
      382
      10,252
      1,536
      7,355
      9,794
      2,840
      579
      203
      3,530
      3,983
      2,355
      11,762
      1,024
      2,886
      2,483
      2,110
      24,210
       
      1,946
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 153,323
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 3,825
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 3,825
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 3,825
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,624
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 8,624
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,799
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet957 RefundedBullet 11 3,842
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletKEYBANK NA Telephone no.bullet (216) 813-4556

    Located atbullet4900 TIEDEMAN RD OH-01-49-0150BROOKLYNOH ZIP+4bullet44144
    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
     
    No
    ........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
    KEYBANK N A TRUSTEE
    1     		37,886    
    66 South Pearl St NY-31-66-0742
    Albany,NY122071501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,463,307
    b
    Average of monthly cash balances.......................
    1b
    -723
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,462,584
    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
    6,462,584
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    96,939
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,365,645
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    318,282
    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
    318,282
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,825
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,825
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    314,457
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    314,457
    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
    314,457
    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
    9,722
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    9,722
    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
    9,722
    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 7 314,457
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 65,028
    fTotal of lines 3a through e........ 65,028
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 9,722
    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..... 9,722
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 65,028 65,028
    (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 ..........     		239,707
    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)
    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
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 153,180  
    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 ............     		    18 153,323  
    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)..   306,503  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    306,503
    (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 InvestmentsCorpBondsSchedule
    Name:
    ELIZABETH LEIGHTON IRREVOCABLE TRUST
    EIN:
    04-6787667
    Name of Bond End of Year Book Value End of Year Fair Market Value
    00206RCT7 AT&T INC SENIOR BD D 50,175 57,864
    126650BZ2 CVS CAREMARK CORP SE 49,912 51,979
    256677AC9 DOLLAR GENERAL CORP 49,681 52,905
    404280BB4 HSBC HOLDINGS PLC FG 50,056 57,072
    057071805 BAIRD INTERMEDIATE B 313,065 321,475
    258620103 DOUBLELINE TOTAL RET 526,763 535,000
    262028301 DRIEHAUS EMERGING MK 52,729 84,955
    40168W525 GUGGENHEIM TOTAL RET 274,480 297,000
    592905509 METROPOLITAN WEST T/ 241,600 251,550
    72201U638 PIMCO MORTAGE OPPORT 75,575 76,860
    74256W584 PRINCIPAL MIDCAP FUN 79,526 94,618
    95768D400 WESTERN ASSET MACRO 78,850 88,875

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ELIZABETH LEIGHTON IRREVOCABLE TRUST
    EIN:
    04-6787667
    Name of Stock End of Year Book Value End of Year Fair Market Value
    14040HBD6 CAPITAL ONE FINANCIA 50,382 53,655
    278865100 ECOLAB INC COM 14,895 75,726
    459200HP9 INTERNATIONAL BUSINE 75,707 81,029
    92343VCR3 VERIZON COMMUNICATIO 49,698 55,226
    94974BFC9 WELLS FARGO & CO MED 75,503 77,757
    00191K799 AQR EQUITY MARKET NE 113,441 71,461
    002824100 ABBOTT LABS COM 11,855 54,745
    00287Y109 ABBVIE INC COM 10,284 42,860
    00770G847 JOHCM INTERNATIONAL 221,138 325,295
    02079K305 ALPHABET INC COM CL 17,059 87,632
    037833100 APPLE INC COM 5,253 199,035
    09260B382 BLACKROCK STRATEGIC 87,193 90,356
    09260B747 BLACKROCK FLOATING R 100,400 98,700
    13321L108 CAMECO CORP COM 41,543 53,600
    166764100 CHEVRON CORP COM 22,868 25,335
    169656105 CHIPOTLE MEXICAN GRI 18,949 20,801
    191216100 COCA COLA CO COM 23,813 27,420
    30231G102 EXXON MOBIL CORP COM 29,944 20,610
    35671D857 FREEPORT-MCMORAN COP 9,454 19,515
    38142V845 GOLDMAN SACHS INTL E 336,699 358,875
    46137V357 INVESCO S&P 500 EQUA 13,456 15,943
    46625H100 JP MORGAN CHASE & CO 42,720 127,070
    4812A4351 JPMORGAN STRATEGIC I 61,741 61,525
    58933Y105 MERCK & CO INC COM 16,405 16,360
    641224415 NEUBERGER BERMAN EME 144,970 162,470
    65339F101 NEXTERA ENERGY INC C 21,412 115,725
    718172109 PHILIP MORRIS INTERN 14,632 14,488
    723787107 PIONEER NATURAL RESO 37,850 22,778
    75513E101 RAYTHEON TECHNOLOGIE 11,864 21,453
    779556109 T ROWE PRICE MID-CAP 33,267 62,595
    824348106 SHERWIN WILLIAMS CO 17,979 33,071
    883556102 THERMO FISHER SCIENT 14,228 116,445
    921946406 VANGUARD HIGH DIVIDE 50,720 68,633
    922908553 VANGUARD REAL ESTATE 47,707 63,698
    922908645 VANGUARD MID-CAP IND 56,084 103,331
    92343V104 VERIZON COMMUNICATIO 25,603 44,063
    92556V106 VIATRIS INC COM 3,209 3,486
    98419M100 XYLEM INC COM 20,268 25,448
    98978V103 ZOETIS INC COM CL A 44,467 78,613

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ELIZABETH LEIGHTON IRREVOCABLE TRUST
    EIN:
    04-6787667
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE      
    00206R102 AT&T INC COM AT COST 37,788 43,140
    02079K107 ALPHABET INC COM CL AT COST 17,062 87,594
    03027X100 AMERICAN TOWER CORP AT COST 19,197 22,446
    03076C106 AMERIPRISE FINANCIAL AT COST 29,685 33,036
    032095101 AMPHENOL CORP COM CL AT COST 16,264 26,154
    060505104 BANK OF AMERICA CORP AT COST 96,126 90,627
    09857L108 BOOKING HOLDINGS INC AT COST 17,914 22,273
    17275R102 CISCO SYS INC COM AT COST 18,994 44,750
    20030N101 COMCAST CORP COM CL AT COST 17,905 26,200
    22160K105 COSTCO WHOLESALE COR AT COST 24,646 37,678
    254687106 WALT DISNEY CO COM AT COST 23,780 117,767
    437076102 HOME DEPOT INC COM AT COST 37,209 53,124
    458140100 INTEL CORP COM AT COST 29,108 74,730
    46120E602 INTUITIVE SURGICAL I AT COST 25,454 40,905
    464287804 ISHARES CORE S&P SMA AT COST 54,291 71,223
    46432F842 ISHARES CORE MSCI EA AT COST 84,467 115,726
    57060D108 MARKETAXESS HOLDINGS AT COST 27,260 71,320
    580135101 MCDONALDS CORP COM AT COST 5,273 26,823
    609207105 MONDELEZ INTERNATION AT COST 23,135 29,235
    654106103 NIKE INC COM CL B AT COST 5,846 35,368
    693475105 PNC FINANCIAL SERVIC AT COST 39,510 37,250
    713448108 PEPSICO INC COM AT COST 32,875 74,150
    717081103 PFIZER INC COM AT COST 56,329 55,215
    742718109 PROCTER & GAMBLE CO AT COST 48,883 104,355
    74340W103 PROLOGIS INC REIT AT COST 15,070 19,932
    760759100 REPUBLIC SERVICES IN AT COST 37,111 48,150
    904504842 UNDISCOVERED MGRS BE AT COST 40,254 38,556
    922042858 VANGUARD FTSE EMERGI AT COST 135,943 169,121
    922908686 VANGUARD SMALL CAP I AT COST 95,547 182,795
    922908710 VANGUARD 500 INDEX F AT COST 77,314 142,038

    TY 2020 OtherDecreasesSchedule
    Name:
    ELIZABETH LEIGHTON IRREVOCABLE TRUST
    EIN:
    04-6787667
    Description Amount
    ROUNDING 5
    ADJUSTMENT TO COST FOR RETURN OF CAPITAL 81


    TY 2020 OtherExpensesSchedule
    Name:
    ELIZABETH LEIGHTON IRREVOCABLE TRUST
    EIN:
    04-6787667
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING/TAXES PAID 250 0   250


    TY 2020 TaxesSchedule
    Name:
    ELIZABETH LEIGHTON IRREVOCABLE TRUST
    EIN:
    04-6787667
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 38 38   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,653 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,624 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,506 1,506   0
    FOREIGN TAXES ON NONQUALIFIED 211 211   0