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
JEAN SANVILLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

20-5390445
B Telephone number (see instructions)

(888) 866-3275
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$4,215,925J 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... 140,925 139,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -8,771
b Gross sales price for all assets on line 6a 773,928
7 Capital gain net income (from Part IV, line 2)... 0
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........ 132,154 139,788  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 42,141 25,285   16,856
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,249 551   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 235 110   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,125 25,946 0 19,481
25 Contributions, gifts, grants paid....... 207,350 207,350
26 Total expenses and disbursements. Add lines 24 and 25 257,475 25,946 0 226,831
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -125,321
b Net investment income (if negative, enter -0-) 113,842
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............. 549 576 576
2 Savings and temporary cash investments......... 123,823 89,138 89,138
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)....... 1,483,174 Click to see attachment1,411,114 2,047,306
c Investments—corporate bonds (attach schedule)....... 1,083,489 Click to see attachment1,031,352 1,165,978
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 890,574 Click to see attachment923,734 912,927
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) 3,581,609 3,455,914 4,215,925
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........ 3,581,609 3,455,914
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)..... 3,581,609 3,455,914
30 Total liabilities and net assets/fund balances (see instructions). 3,581,609 3,455,914
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
3,581,609
2
Enter amount from Part I, line 27a .....................
2
-125,321
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
234
4
Add lines 1, 2, and 3 ..........................
4
3,456,522
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
608
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,455,914
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 3000. AT&T INC   2018-09-28 2020-08-12
b 2000. AT&T INC   2018-10-05 2020-08-12
c 2000. AT&T INC   2018-10-30 2020-08-12
d 3000. AT&T INC   2018-11-06 2020-08-12
e 7. AIR PRODUCTS & CHEMICALS INC   2020-02-05 2020-07-22
21. ALTRIA GROUP INC   2015-10-28 2020-07-22
41. ALTRIA GROUP INC   2015-10-28 2020-12-03
18. APPLE INC   2018-02-07 2020-02-05
52. APPLE INC   2018-02-08 2020-02-05
10. APPLE INC   2018-02-08 2020-07-22
114. APPLE INC   2018-02-08 2020-07-23
25. APPLE INC   2018-02-26 2020-09-02
143. APPLE INC   2018-02-27 2020-09-02
96. APPLE INC   2018-02-08 2020-09-02
14. APPLE INC   2018-02-08 2020-12-03
10000. BANK OF MONTREAL   2016-10-28 2020-10-19
10. BERKSHIRE HATHAWAYINC   2016-02-08 2020-07-22
3. BERKSHIRE HATHAWAYINC   2016-02-05 2020-07-22
14. BERKSHIRE HATHAWAYINC   2016-02-08 2020-12-03
4. BLACKROCK INC CL A   2015-06-04 2020-07-22
5. BLACKROCK INC CL A   2015-06-04 2020-12-03
13000. BP CAP MARKETS AMERICA   2018-12-17 2020-07-09
4000. BRIGHTHOUSE FINANCIAL IN   2019-12-04 2020-11-27
6000. CVS HEALTH CORP   2019-09-25 2020-12-22
98. CARNIVAL CORP   2018-12-17 2020-03-13
107. CARNIVAL CORP   2016-10-04 2020-03-13
153. CARNIVAL CORP   2016-10-03 2020-03-13
20. CARNIVAL CORP   2015-10-28 2020-03-13
83. CARNIVAL CORP   2016-09-29 2020-03-13
18. CARNIVAL CORP   2018-12-18 2020-03-13
17. CARNIVAL CORP   2015-06-04 2020-03-13
675. CARNIVAL CORP   2015-06-04 2020-03-13
134. CARNIVAL CORP   2016-09-30 2020-03-13
204. CARNIVAL CORP   2018-12-18 2020-03-16
24. CHEVRON CORP   2015-06-04 2020-12-03
19. CINCINNATI FINANCIAL CORP   2015-06-04 2020-07-22
22. CINCINNATI FINANCIAL CORP   2015-06-04 2020-12-03
41. CISCO SYSTEMS INCORPORATED   2015-06-04 2020-07-22
49. CISCO SYSTEMS INCORPORATED   2015-06-04 2020-12-03
20. COCA-COLA CO/THE   2018-01-16 2020-07-22
22. COCA-COLA CO/THE   2018-01-16 2020-12-03
10000. USD RABOBANK UTRECHT   2019-11-04 2020-12-04
8. CROWN CASTLE INTERNATIONAL CORP   2017-08-23 2020-07-22
16. CROWN CASTLE INTERNATIONAL CORP   2017-08-23 2020-12-03
102. DELTA AIR LINES INC   2019-04-03 2020-04-27
148. DELTA AIR LINES INC   2019-04-02 2020-04-27
162. DELTA AIR LINES INC   2019-04-05 2020-04-28
258. DELTA AIR LINES INC   2019-04-08 2020-04-28
225. DELTA AIR LINES INC   2019-04-04 2020-04-28
182. DELTA AIR LINES INC   2019-04-03 2020-04-28
7. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2016-07-01 2020-12-03
4. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2016-07-05 2020-12-03
35. DOMINION ENERGY INC COM   2015-06-04 2020-07-22
15. FASTENAL CO   2018-11-13 2020-07-22
81. FASTENAL CO   2018-11-14 2020-07-22
276. FASTENAL CO   2018-11-14 2020-09-02
95. FASTENAL CO   2018-11-14 2020-09-03
60. FASTENAL CO   2018-11-14 2020-09-04
87. FASTENAL CO   2018-11-15 2020-09-04
67. FASTENAL CO   2018-11-15 2020-09-08
67. FASTENAL CO   2018-11-16 2020-09-08
23. FASTENAL CO   2018-11-16 2020-12-03
485.68 FNMA PBH9215 03 50%2048   2020-01-27 2020-01-27
391.23 FNMA PBH9215 03 50%2048   2020-02-25 2020-02-25
478.5 FNMA PBH9215 03 50%2048   2020-03-25 2020-03-25
1023.53 FNMA PBH9215 03 50%2048   2020-04-27 2020-04-27
1502.18 FNMA PBH9215 03 50%2048   2020-05-26 2020-05-26
1337.66 FNMA PBH9215 03 50%2048   2020-06-25 2020-06-25
1637.26 FNMA PBH9215 03 50%2048   2020-07-27 2020-07-27
1530.41 FNMA PBH9215 03 50%2048   2020-08-25 2020-08-25
1383.29 FNMA PBH9215 03 50%2048   2020-09-25 2020-09-25
1576.38 FNMA PBH9215 03 50%2048   2020-10-26 2020-10-26
1469.54 FNMA PBH9215 03 50%2048   2020-11-25 2020-11-25
1354.31 FNMA PBH9215 03 50%2048   2020-12-28 2020-12-28
3. FRANKLIN RES INC COM   2018-11-29 2020-07-22
27. FRANKLIN RES INC COM   2018-11-28 2020-07-22
62. FRANKLIN RES INC COM   2018-11-29 2020-12-03
14000. HSBC HOLDINGS PLC   2016-05-05 2020-06-09
40. INTEL CORPORATION   2015-06-04 2020-07-22
65. INTEL CORPORATION   2015-06-04 2020-12-03
5. JOHNSON & JOHNSON   2018-07-31 2020-07-22
17. JOHNSON & JOHNSON   2018-07-31 2020-12-03
66. KINDER MORGAN INC/DE   2018-01-16 2020-04-27
314. KINDER MORGAN INC/DE   2018-01-16 2020-04-28
630. KINDER MORGAN INC/DE   2018-01-16 2020-04-29
509. KINDER MORGAN INC/DE   2018-01-16 2020-04-30
4548.53 LOOMIS SAYLES SECURITIZED ASSET FUND   2018-01-23 2020-07-23
27. LOWES COMPANIES INC COM   2015-06-04 2020-07-22
6. LOWES COMPANIES INC COM   2015-06-04 2020-12-03
15. MERCK AND CO INC SHS   2016-01-08 2020-07-22
27. MERCK AND CO INC SHS   2016-01-08 2020-12-03
12. MICROSOFT CORPORATION   2015-06-04 2020-07-22
9. MICROSOFT CORPORATION   2015-06-04 2020-12-03
18. NESTLE S A SPONSORED ADR   2018-11-29 2020-07-22
21. NORFOLK SOUTHERN CORP   2015-09-10 2020-07-22
25. PACCAR INC   2018-03-01 2020-02-05
41. PACCAR INC   2018-03-01 2020-02-06
37. PACCAR INC   2018-03-01 2020-02-07
64. PACCAR INC   2018-03-01 2020-02-10
7. PACCAR INC   2018-08-16 2020-02-11
19. PACCAR INC   2018-03-18 2020-02-11
37. PACCAR INC   2018-03-01 2020-02-11
8. PACCAR INC   2018-08-15 2020-02-11
11. PACCAR INC   2018-08-17 2020-02-12
50. PACCAR INC   2018-08-16 2020-02-12
32. PACCAR INC   2018-08-17 2020-02-13
23. PACCAR INC   2018-08-17 2020-02-14
12. PACCAR INC   2018-08-21 2020-02-14
47. PACCAR INC   2018-08-20 2020-02-14
94. PACCAR INC   2018-08-22 2020-02-14
22. PAYCHEX INC   2015-06-04 2020-07-22
25. PAYCHEX INC   2015-06-04 2020-12-03
113. PFIZER INC   2015-06-04 2020-07-22
18. PHILIP MORRIS INTERNATIONAL INC   2017-02-17 2020-12-03
16. PHILIP MORRIS INTERNATIONAL INC   2017-02-21 2020-12-03
22. TARGET CORP   2017-05-11 2020-07-22
11. TEXAS INSTRUMENTS INC   2018-11-28 2020-07-22
4. TEXAS INSTRUMENTS INC   2018-11-28 2020-12-03
1. TEXAS INSTRUMENTS INC   2018-11-28 2020-12-03
11. TEXAS INSTRUMENTS INC   2018-11-28 2020-12-03
13. UNITED PARCEL SERVICE CL B   2018-01-11 2020-07-22
21. UNITED PARCEL SERVICE CL B   2018-01-12 2020-12-03
3000. U.S. TREASURY BOND   2017-08-10 2020-12-04
2000. U.S. TREASURY BOND   2017-02-16 2020-12-04
11000. U.S. TREASURY BOND   2019-10-18 2020-03-31
33000. U.S. TREASURY NOTE   2018-05-16 2020-01-15
3000. U.S. TREASURY NOTE   2019-03-11 2020-12-04
14000. U.S. TREASURY NOTE   2019-03-06 2020-12-04
4000. U.S. TREASURY NOTE   2019-03-13 2020-12-21
1000. U.S. TREASURY NOTE   2019-03-20 2020-12-21
4000. U.S. TREASURY NOTE   2019-03-25 2020-12-21
7000. U.S. TREASURY NOTE   2019-06-05 2020-04-13
2000. U.S. TREASURY NOTE   2019-06-07 2020-04-13
8000. U.S. TREASURY NOTE   2019-06-04 2020-04-13
20000. U.S. TREASURY NOTE   2018-01-23 2020-01-15
20000. U.S. TREASURY NOTE   2018-01-23 2020-02-10
1000. U.S. TREASURY NOTE   2018-05-14 2020-04-20
19000. U.S. TREASURY NOTE   2018-01-23 2020-04-20
2000. U.S. TREASURY NOTE   2018-01-23 2020-05-06
16000. U.S. TREASURY NOTE   2018-01-23 2020-05-18
9000. U.S. TREASURY NOTE   2018-01-23 2020-05-29
9000. U.S. TREASURY NOTE   2020-01-15 2020-11-20
16000. U.S. TREASURY NOTE   2020-03-12 2020-04-01
16000. U.S. TREASURY NOTE   2020-03-31 2020-05-29
2000. U.S. TREASURY NOTE   2020-07-07 2020-08-27
1000. U.S. TREASURY NOTE   2020-07-20 2020-08-27
3000. U.S. TREASURY NOTE   2020-08-19 2020-08-27
8000. UNITED TECHNOLOGIES CORP   2018-10-15 2020-02-28
40. VERIZON COMMUNICATIONS INC   2015-06-04 2020-12-03
.91 VIATRIS INC   2015-06-04 2020-11-20
22.21 VIATRIS INC   2019-09-05 2020-12-14
25.68 VIATRIS INC   2019-09-04 2020-12-14
16.75 VIATRIS INC   2015-10-28 2020-12-14
132.35 VIATRIS INC   2015-06-04 2020-12-14
28. WELLS FARGO COMPANY   2015-06-04 2020-07-22
783. WELLS FARGO COMPANY   2015-06-04 2020-09-30
38. WELLS FARGO COMPANY   2015-10-28 2020-09-30
232. WELLS FARGO COMPANY   2016-10-13 2020-10-01
128. WELLS FARGO COMPANY   2015-10-28 2020-10-01
232. WELLS FARGO COMPANY   2016-10-14 2020-10-01
10000. WESTPAC BANKING CORP   2017-08-02 2020-06-18
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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 3,267   2,862 405
b 2,178   1,892 286
c 2,178   1,881 297
d 3,267   2,823 444
e 2,050   1,747 303
864   1,286 -422
1,653   2,511 -858
5,780   2,877 2,903
16,699   8,321 8,378
3,867   1,600 2,267
43,701   18,242 25,459
3,391   1,119 2,272
19,396   6,414 12,982
13,021   3,840 9,181
1,718   560 1,158
10,145   9,911 234
1,908   1,256 652
572   379 193
3,223   1,759 1,464
2,313   1,447 866
3,568   1,809 1,759
13,617   12,878 739
4,163   3,982 181
6,944   6,433 511
1,672   5,509 -3,837
1,826   5,273 -3,447
2,610   7,529 -4,919
341   1,079 -738
1,416   4,014 -2,598
307   1,021 -714
290   983 -693
11,517   32,096 -20,579
2,286   6,545 -4,259
3,169   11,573 -8,404
2,153   2,441 -288
1,506   967 539
1,796   1,120 676
1,925   1,190 735
2,160   1,422 738
959   930 29
1,159   1,023 136
10,417   10,212 205
1,339   821 518
2,672   1,635 1,037
2,282   5,822 -3,540
3,311   8,190 -4,879
3,773   9,373 -5,600
6,008   14,870 -8,862
5,240   12,840 -7,600
4,238   10,388 -6,150
1,090   794 296
623   452 171
2,782   2,391 391
683   409 274
3,687   2,262 1,425
13,709   7,709 6,000
4,491   2,653 1,838
2,778   1,676 1,102
4,029   2,452 1,577
2,957   1,888 1,069
2,957   1,914 1,043
1,088   657 431
486   486  
391   391  
479   479  
1,024   1,024  
1,502   1,502  
1,338   1,338  
1,637   1,637  
1,530   1,530  
1,383   1,383  
1,576   1,576  
1,470   1,470  
1,354   1,354  
63   100 -37
564   1,027 -463
1,420   2,075 -655
14,532   14,279 253
2,426   1,301 1,125
3,311   2,114 1,197
744   662 82
2,528   2,250 278
994   1,221 -227
4,778   5,808 -1,030
9,915   11,654 -1,739
7,783   9,416 -1,633
44,485   45,167 -682
3,985   1,901 2,084
910   422 488
1,183   773 410
2,192   1,391 801
2,515   563 1,952
1,926   422 1,504
2,118   1,540 578
3,980   1,659 2,321
1,949   1,749 200
3,181   2,869 312
2,802   2,589 213
4,811   4,478 333
530   459 71
1,438   1,331 107
2,799   2,589 210
605   513 92
842   737 105
3,828   3,277 551
2,413   2,144 269
1,711   1,541 170
893   815 78
3,497   3,203 294
6,994   6,368 626
1,613   1,077 536
2,333   1,224 1,109
4,306   3,894 412
1,410   1,862 -452
1,253   1,665 -412
2,682   1,245 1,437
1,447   1,074 373
647   423 224
162   98 64
1,781   1,091 690
1,539   1,726 -187
3,521   2,808 713
3,771   3,032 739
2,514   1,933 581
15,266   12,787 2,479
33,439   32,884 555
3,429   2,994 435
16,004   13,916 2,088
4,583   4,004 579
1,146   1,007 139
4,583   4,058 525
7,581   7,101 480
2,166   2,031 135
8,664   8,105 559
20,396   20,231 165
20,410   20,218 192
1,032   1,004 28
19,600   19,176 424
2,026   1,945 81
16,201   15,559 642
9,113   8,634 479
9,785   8,968 817
17,360   17,166 194
16,062   16,039 23
1,995   1,996 -1
997   999 -2
2,992   2,998 -6
8,396   7,951 445
2,468   1,937 531
16   13 3
387   339 48
447   387 60
292   251 41
2,306   1,921 385
729   1,580 -851
18,398   44,181 -25,783
893   2,077 -1,184
5,415   10,362 -4,947
2,988   6,996 -4,008
5,415   10,435 -5,020
10,381   10,010 371
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
      44
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       405
b       286
c       297
d       444
e       303
      -422
      -858
      2,903
      8,378
      2,267
      25,459
      2,272
      12,982
      9,181
      1,158
      234
      652
      193
      1,464
      866
      1,759
      739
      181
      511
      -3,837
      -3,447
      -4,919
      -738
      -2,598
      -714
      -693
      -20,579
      -4,259
      -8,404
      -288
      539
      676
      735
      738
      29
      136
      205
      518
      1,037
      -3,540
      -4,879
      -5,600
      -8,862
      -7,600
      -6,150
      296
      171
      391
      274
      1,425
      6,000
      1,838
      1,102
      1,577
      1,069
      1,043
      431
       
       
       
       
       
       
       
       
       
       
       
       
      -37
      -463
      -655
      253
      1,125
      1,197
      82
      278
      -227
      -1,030
      -1,739
      -1,633
      -682
      2,084
      488
      410
      801
      1,952
      1,504
      578
      2,321
      200
      312
      213
      333
      71
      107
      210
      92
      105
      551
      269
      170
      78
      294
      626
      536
      1,109
      412
      -452
      -412
      1,437
      373
      224
      64
      690
      -187
      713
      739
      581
      2,479
      555
      435
      2,088
      579
      139
      525
      480
      135
      559
      165
      192
      28
      424
      81
      642
      479
      817
      194
      23
      -1
      -2
      -6
      445
      531
      3
      48
      60
      41
      385
      -851
      -25,783
      -1,184
      -4,947
      -4,008
      -5,020
      371
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -8,771
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 1,582
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 1,582
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 1,582
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,416
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 3,416
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,834
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,584 RefundedBullet 11 250
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JULIE PETERSON PRESIDENT
    1     		0    
    355 WEST ROAD
    ARBUCKLE,CA95912
    SAMOAN BARIS DIRECTOR
    1     		0    
    12011 SAN VICENTE BLVD 310
    LOS ANGELES,CA90048
    CHESTER VALLALBA CFO
    1     		0    
    2110 SIXTH STREET
    BERKELEY,CA94710
    CAROLYN JACOBS DIRECTOR
    1     		0    
    103 LILLY HALL
    NORTH HAMPTON,MA01063
    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
    3,943,869
    b
    Average of monthly cash balances.......................
    1b
    125,589
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,069,458
    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
    4,069,458
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,042
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,008,416
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    200,421
    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
    200,421
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,582
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,582
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    198,839
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    198,839
    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
    198,839
    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
    226,831
    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
    226,831
    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
    226,831
    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 7 198,839
    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...... 63,354
    e From 2019...... 9,614
    fTotal of lines 3a through e........ 72,968
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 226,831
    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..... 198,839
    e Remaining amount distributed out of corpus 27,992
    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 5 100,960
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		100,960
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 63,354
    d Excess from 2019.... 9,614
    e Excess from 2020.... 27,992
    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
    TRUSTEES OF THE SMITH COLLEGE
    COLLEGE HALL 204
    NORTHAMPTON,MA01063     		N/A PC UNRESTRICTED GENERAL 82,940
    THE SANVILLE INSTITUTE INC
    2198 SIXTH STREET 101
    BERKELEY,CA94710     		N/A PC UNRESTRICTED GENERAL 82,940
    LA INSTITUTE FOR PSYCHOANALYTIC STUDIES
    12011 SAN VICENTE BLVD
    LOS ANGELES,CA90049     		N/A PC UNRESTRICTED GENERAL 41,470
    Total .................................bullet 3a 207,350
    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....     14 140,925  
    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 -8,771  
    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)..   132,154  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    132,154
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Name of Bond End of Year Book Value End of Year Fair Market Value
    37045XBT2 GENERAL MOTORS FINL 10,295 11,384
    172967KJ9 CITIGROUP INC 9,999 11,719
    14040HBT1 CAPITAL ONE FINANCIA 15,997 17,577
    24422ETG4 JOHN DEERE CAPITAL C 20,115 21,109
    961214DQ3 WESTPAC BANKING CORP    
    459200HF1 IBM CORP 19,180 26,025
    38148YAC2 GOLDMAN SACHS GROUP 16,014 16,325
    30219GAM0 EXPRESS SCRIPTS HOLD 10,364 11,595
    126408HE6 CSX CORP 9,839 10,934
    822582AD4 SHELL INTERNATIONAL 9,809 12,444
    686330AH4 ORIX CORP 10,028 10,364
    494550BS4 KINDER MORGAN ENER P 15,051 16,423
    404280AK5 HSBC HOLDINGS PLC    
    06367TJX9 BANK OF MONTREAL    
    36962G4B7 GENERAL ELEC CAP COR 9,627 11,777
    20030NBX8 COMCAST CORP 20,002 21,515
    172967JT9 CITIGROUP INC 9,081 10,290
    06406HCS6 BANK OF NEW YORK MEL 18,248 19,736
    928563AB1 VMWARE INC 9,997 10,374
    92343VCQ5 VERIZON COMMUNICATIO 10,443 13,727
    046353AL2 ASTRAZENECA PLC 11,006 12,348
    037833AZ3 APPLE INC 17,899 20,501
    126650CX6 CVS HEALTH CORP 8,575 9,520
    370334CF9 GENERAL MILLS INC 10,081 11,305
    855244AQ2 STARBUCKS CORP 9,973 11,380
    26884LAE9 EQT CORP 9,647 10,075
    29273RBD0 ENERGY TRANSFER PART 9,551 10,970
    00287YAQ2 ABBVIE INC 9,610 11,141
    61746BDQ6 MORGAN STANLEY 18,875 21,049
    913017DB2 UNITED TECHNOLOGIES 1,988 2,156
    10373QAJ9 BP CAP MARKETS AMERI    
    26441CAN5 DUKE ENERGY CORP 10,028 11,010
    46647PAU0 JPMORGAN CHASE & CO 19,985 21,695
    05574LFY9 BNP PARIBAS 9,769 10,628
    581557BJ3 MCKESSON CORP 10,019 11,656
    92857WBJ8 VODAFONE GROUP PLC 9,012 10,292
    00206RCN0 AT&T INC    
    036752AG8 ANTHEM INC 10,048 11,822
    912810SA7 U.S. TREASURY BOND 38,659 49,884
    912810RJ9 U.S. TREASURY BOND 17,631 23,296
    9128284P2 U.S. TREASURY NOTE    
    912810QT8 U.S. TREASURY BOND 20,932 26,157
    912810RM2 U.S. TREASURY BOND 17,708 23,354
    912810RU4 U.S. TREASURY BOND 41,721 53,660
    912828QN3 U.S. TREASURY NOTE    
    912810QW1 U.S. TREASURY BOND 50,133 64,307
    912828R77 U.S. TREASURY NOTE    
    912828T34 U.S. TREASURY NOTE    
    31359MGK3 FEDERAL NATL MTG ASS 29,752 34,825
    3140GYGZ6 FNMA PBH9215 03 50% 20,302 21,528
    912810RT7 U.S. TREASURY BOND 6,996 9,132
    023135BF2 AMAZON.COM INC 10,325 11,227
    02209SBB8 ALTRIA GROUP INC 10,011 10,920
    10112RAY0 BOSTON PROPERTIES LP 10,918 11,993
    10922NAC7 BRIGHTHOUSE FINANCIA 5,973 6,525
    21685WDD6 USD RABOBANK UTRECHT    
    912828G38 U.S. TREASURY NOTE    
    23291KAG0 DH EUROPE FINANCE II 10,016 10,598
    25152R5F6 USD DEUTSCHE BANK AG 9,734 10,090
    86787EBE6 SUNTRUST BANK 11,100 11,362
    912810SF6 U.S. TREASURY BOND 12,913 14,510
    9128286B1 U.S. TREASURY NOTE 37,654 41,327
    80282KAW6 SANTANDER HOLDINGS U 10,213 10,803
    927804FU3 VIRGINIA ELEC & POWE 10,038 11,087
    94974BGH7 WELLS FARGO & COMPAN 17,122 18,481
    437076BN1 HOME DEPOT INC 11,043 11,855
    883556BN1 THERMO FISHER SCIENT 10,179 10,554
    92556HAA5 VIACOMCBS INC 10,605 11,610
    04686JAA9 ATHENE HOLDINGS LTD 11,115 11,144
    30161NAX9 EXELON CORP 7,303 8,283
    30231GBH4 EXXON MOBIL CORPORAT 10,484 10,945
    025816BS7 AMERICAN EXPRESS CO 10,362 10,636
    67066GAF1 NVIDIA CORP 10,487 11,249
    65473PAK1 NISOURCE INC 2,998 3,018
    961214EH2 WESTPAC BANKING CORP 8,424 8,591
    191216CU2 COCA-COLA CO/THE 10,060 10,329
    10373QBJ8 BP CAP MARKETS AMERI 2,166 2,200
    29364GAM5 ENTERGY CORP 5,992 5,998
    609207AT2 MONDELEZ INTERNATION 10,511 10,984
    65339KBR0 NEXTERA ENERGY CAPIT 10,222 10,484
    45866FAL8 INTERCONTINENTALEXCH 3,029 3,180
    912810SN9 U.S. TREASURY BOND 9,638 9,072
    912828YS3 U.S. TREASURY NOTE 52,125 56,198
    912810SP4 U.S. TREASURY BOND 34,603 33,716

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Name of Stock End of Year Book Value End of Year Fair Market Value
    949746101 WELLS FARGO & CO NEW    
    655844108 NORFOLK SOUTHERN COR 28,824 85,540
    25243Q205 DIAGEO PLC SPON ADR 51,827 70,512
    87612E106 TARGET CORP 23,583 73,613
    717081103 PFIZER INC 52,801 58,712
    166764100 CHEVRONTEXACO CORP 54,361 48,137
    594918104 MICROSOFT CORP COM 19,117 90,303
    458140100 INTEL CORPORATION 36,610 55,848
    22822V101 CROWN CASTLE INTERNA 45,014 68,770
    58933Y105 MERCK AND CO INC SHS 41,785 66,667
    084670702 BERKSHIRE HATHAWAYIN 78,995 106,196
    704326107 PAYCHEX INC 29,584 55,908
    17275R102 CISCO SYSTEMS INC 39,633 61,039
    191216100 COCA-COLA CO/THE 29,003 34,220
    172062101 CINCINNATI FINANCIAL 23,372 40,103
    143658300 CARNIVAL CORP    
    09247X101 BLACKROCK INC 47,107 95,243
    548661107 LOWES COMPANIES INC 44,124 88,762
    92343V104 VERIZON COMMUNICATIO 54,191 62,099
    718172109 PHILIP MORRIS INTERN 47,949 44,955
    25746U109 DOMINION ENERGY INC 58,582 60,085
    02209S103 ALTRIA GROUP INC 67,660 49,487
    BEGBALANCE    
    311900104 FASTENAL CO 34,581 58,889
    478160104 JOHNSON & JOHNSON 79,976 91,910
    882508104 TEXAS INSTRUMENTS IN 66,576 101,596
    354613101 FRANKLIN RESOURCES I 32,435 24,890
    641069406 NESTLE S A SPONSORED 40,381 54,659
    693718108 PACCAR INC    
    911312106 UNITED PARCEL SERVIC 59,022 79,990
    49456B101 KINDER MORGAN INC/DE    
    037833100 APPLE INC 38,773 118,625
    247361702 DELTA AIR LINES INC    
    009158106 AIR PRODUCTS & CHEMI 63,584 68,578
    20030N101 COMCAST CORP 60,931 62,723
    654445303 NINTENDO LTD ADR 60,733 69,247

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    543495741 LOOMIS SAYLES SECURI AT COST 754,468 736,039
    543495758 LOOMIS SAYLES HI INC AT COST 169,266 176,888
    464288588 ISHARES LEHMAN MBS      
    46429B267 ISHARES TREASURY BON      
    921946406 VANGUARD HIGH DVD YI      
    BEGBALANCE      

    TY 2020 OtherDecreasesSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Description Amount
    TAX COST ADJ 440
    MISC NONDEDUCTIBLE EXPENSES 168


    TY 2020 OtherExpensesSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 60 0   60
    INVESTMENT EXPENSES-DIVIDEND I 110 110   0
    OTHER EXPENSE (NON-DEDUCTIBLE 65 0   65


    TY 2020 OtherIncreasesSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Description Amount
    TYE INCOME ADJ 234


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 42,141 25,285   16,856


    TY 2020 TaxesSchedule
    Name:
    JEAN SANVILLE FOUNDATION
    EIN:
    20-5390445
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 551 551   0
    EXCISE TAX - PRIOR YEAR 1,282 0   0
    EXCISE TAX ESTIMATES 3,416 0   0