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
STEUSLOFF LOWELL F CHAR TR
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

47-5373779
B Telephone number (see instructions)

(888) 730-4933
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$4,764,870J 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... 88,007 86,854  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 132,722
b Gross sales price for all assets on line 6a 2,063,361
7 Capital gain net income (from Part IV, line 2)... 132,722
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)....... Click to see attachment 903    
12 Total. Add lines 1 through 11........ 221,632 219,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,697 44,727   4,970
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 1,067 0 0 1,067
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,259 1,259   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 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,223 45,986 0 6,237
25 Contributions, gifts, grants paid....... 190,000 190,000
26 Total expenses and disbursements. Add lines 24 and 25 242,223 45,986 0 196,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,591
b Net investment income (if negative, enter -0-) 173,590
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............. 5,850 8,366 8,366
2 Savings and temporary cash investments......... 69,045 49,472 49,472
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 attachment757,935 1,607,554
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,392,259 Click to see attachment2,629,158 3,099,478
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) 3,467,154 3,444,931 4,764,870
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........ 3,467,154 3,444,931
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)..... 3,467,154 3,444,931
30 Total liabilities and net assets/fund balances (see instructions). 3,467,154 3,444,931
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
3,467,154
2
Enter amount from Part I, line 27a .....................
2
-20,591
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,446,563
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,632
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,444,931
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 12. ALPHABET INC CL C     2020-02-13
b 7. AMAZON COM INC COM   2019-08-06 2020-02-13
c 43. APPLE INC   2016-01-08 2020-02-13
d 2. BOOKING HOLDINGS INC   2019-09-26 2020-02-13
e 2. BOOKING HOLDINGS INC   2018-11-15 2020-02-13
124. BOSTON SCIENTIFIC CORP COM     2020-02-13
4. BROADCOM INC   2019-09-26 2020-02-13
17. BROADCOM INC   2018-04-04 2020-02-13
16. CANADIAN PAC RY LTD   2019-09-30 2020-02-13
43. CENTENE CORP DEL   2019-12-23 2020-02-13
43. COCA COLA CO   2019-09-26 2020-02-13
39. COCA COLA CO   2018-11-15 2020-02-13
19. DANAHER CORP   2019-08-06 2020-02-13
56. FACEBOOK INC   2019-08-06 2020-02-13
37. FIDELITY NATL INFORMATION SVCS INC     2020-02-13
31. FORTUNE BRANDS HOME & SECURITY   2016-01-08 2020-02-13
26. HOME DEPOT INC     2020-02-13
53. INTERCONTINENTAL EXCHANGE INC     2020-02-13
179. ISHARES S&P MID-CAP 400 GROWTH   2016-01-08 2020-02-13
242. ISHARES S&P MID-CAP 400 VALUE   2016-01-08 2020-02-13
107. MICROSOFT CORP     2020-02-13
2. MICROSOFT CORP   2018-11-15 2020-02-13
10. NETFLIX.COM INC   2019-08-06 2020-02-13
9. NETFLIX.COM INC     2020-02-13
14. NVIDIA CORP   2018-11-26 2020-02-13
10. POOL CORPORATION   2018-05-09 2020-02-13
1402.377 T ROWE PR REAL ESTATE-I #432   2016-01-12 2020-02-13
11. S&P GLOBAL INC   2019-08-06 2020-02-13
1043. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2017-01-19 2020-02-13
28. SALESFORCE COM INC   2019-10-30 2020-02-13
23. TRACTOR SUPPLY CO COM   2019-08-06 2020-02-13
10. TRANSDIGM GROUP INC     2020-02-13
440. VANGUARD SHORT TERM BOND ETF   2019-02-22 2020-02-13
327. VANGUARD SHORT TERM BOND ETF   2017-01-19 2020-02-13
62. VANGUARD FTSE DEVELOPED ETF   2018-08-02 2020-02-13
9. VERTEX PHARMACEUTICALS INC COM     2020-02-13
41. VISA INC-CLASS A SHRS     2020-02-13
35. XPO LOGISTICS INC   2017-06-06 2020-02-13
11. ACCENTURE PLC   2019-08-06 2020-02-13
16. JAZZ PHARMACEUTICALS PLC   2019-08-06 2020-02-13
5. HOME DEPOT INC   2016-01-08 2020-03-06
20. HOME DEPOT INC   2019-08-06 2020-03-06
131. MIDDLEBY CORP     2020-03-06
45. MIDDLEBY CORP   2019-08-06 2020-03-06
15. NETFLIX.COM INC     2020-03-06
45. ALEXION PHARMACEUTICALS INC   2019-08-06 2020-03-13
129. ALEXION PHARMACEUTICALS INC     2020-03-13
1.2693 TRANSDIGM GROUP INC   2019-08-06 2020-03-13
3.7307 TRANSDIGM GROUP INC   2019-08-06 2020-03-13
1068.377 EATON VANCE GLOB MACRO ADV-I 208   2017-10-20 2020-04-03
1114. ISHARES CORE U.S. AGGREGATE ETF     2020-04-03
412. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-04-03
99. ISHARES CORE MSCI EMERGING ETF   2020-02-13 2020-04-03
796.592 PRINCIPAL HIGH YIELD-R6 #4264   2020-02-14 2020-04-03
1354. VANGUARD INTERMEDIATE TERM B     2020-04-03
124. VANGUARD FTSE DEVELOPED ETF   2019-08-06 2020-04-03
2393. VANGUARD FTSE DEVELOPED ETF     2020-04-03
1949. VANGUARD FTSE EMERGING MARKETS ETF     2020-04-03
14. NORWEGIAN CRUISE LINE HOLDING   2016-03-29 2020-04-03
4. ACTIVISION BLIZZARD INC   2020-04-03 2020-05-12
24. ACTIVISION BLIZZARD INC   2018-11-26 2020-05-12
4. ALIGN TECHNOLOGY INC   2019-08-06 2020-05-12
5. ALPHABET INC CL C   2019-08-06 2020-05-12
3. AMAZON COM INC COM   2020-04-03 2020-05-12
28. APPLE INC   2020-04-03 2020-05-12
7. ARISTA NETWORKS INC   2019-05-21 2020-05-12
4. BOEING CO   2019-02-27 2020-05-12
1. BOOKING HOLDINGS INC   2019-08-06 2020-05-12
57. BOSTON SCIENTIFIC CORP COM   2019-08-06 2020-05-12
8. BROADCOM INC     2020-05-12
7. CANADIAN PAC RY LTD   2019-09-30 2020-05-12
40. CENTENE CORP DEL   2019-12-23 2020-05-12
1. CHIPOTLE MEXICAN GRILL INC   2020-03-06 2020-05-12
54. COCA COLA CO   2019-10-30 2020-05-12
18. CONCHO RESOURCES INC   2018-11-15 2020-05-12
9. CONSTELLATION BRANDS INC   2019-03-25 2020-05-12
15. DANAHER CORP   2019-08-06 2020-05-12
5. DEXCOM INC   2018-09-12 2020-05-12
2. DEXCOM INC   2020-04-03 2020-05-12
8. ECOLAB INC   2019-08-06 2020-05-12
26. FACEBOOK INC     2020-05-12
16. FIDELITY NATL INFORMATION SVCS INC   2019-08-06 2020-05-12
26. FORTUNE BRANDS HOME & SECURITY   2019-08-06 2020-05-12
8. HOME DEPOT INC   2020-04-03 2020-05-12
24. INTERCONTINENTAL EXCHANGE INC   2019-08-06 2020-05-12
445. ISHARES S&P MID-CAP 400 GROWTH   2016-01-08 2020-05-12
68. ISHARES S&P MID-CAP 400 GROWTH   2020-04-03 2020-05-12
701. ISHARES RUSSELL 2000 ETF   2018-01-24 2020-05-12
640. ISHARES S&P MID-CAP 400 VALUE   2016-01-08 2020-05-12
199. ISHARES S&P MID-CAP 400 VALUE   2020-04-03 2020-05-12
8. ESTEE LAUDER COMPANIES INC   2019-08-06 2020-05-12
9. LULULEMON ATHLETICA INC   2019-12-23 2020-05-12
52. MICROSOFT CORP   2020-04-03 2020-05-12
34. MORGAN STANLEY   2017-12-26 2020-05-12
7. NETFLIX.COM INC   2020-04-03 2020-05-12
10. NVIDIA CORP   2020-04-03 2020-05-12
15. PRA HEALTH SCIENCES INC   2019-08-06 2020-05-12
9. PALO ALTO NETWORKS INC   2019-12-23 2020-05-12
10. POOL CORPORATION   2020-04-03 2020-05-12
16834.216 PRINCIPAL HIGH YIELD-R6 #4264     2020-05-12
7. S&P GLOBAL INC   2019-08-06 2020-05-12
20. SALESFORCE COM INC     2020-05-12
81.682 JAMES ALPHA GL REAL EST-I   2020-02-14 2020-05-12
4. SERVICENOW INC   2020-03-13 2020-05-12
20. TRACTOR SUPPLY CO COM   2019-08-06 2020-05-12
4. TRANSDIGM GROUP INC     2020-05-12
3. ULTA BEAUTY INC   2019-08-06 2020-05-12
2. ULTA BEAUTY INC     2020-05-12
7. VERTEX PHARMACEUTICALS INC COM   2020-04-03 2020-05-12
21. VISA INC-CLASS A SHRS   2020-03-06 2020-05-12
19. XPO LOGISTICS INC   2019-09-26 2020-05-12
12. ACCENTURE PLC   2019-08-06 2020-05-12
12. JAZZ PHARMACEUTICALS PLC   2019-08-06 2020-05-12
48. NORWEGIAN CRUISE LINE HOLDING     2020-05-12
3. CHIPOTLE MEXICAN GRILL INC   2020-03-06 2020-06-05
33. LULULEMON ATHLETICA INC     2020-06-05
15. NETFLIX.COM INC     2020-06-05
13. NVIDIA CORP   2019-05-21 2020-06-05
4. NVIDIA CORP   2020-04-03 2020-06-05
25. POOL CORPORATION     2020-06-05
5323.745 JAMES ALPHA GL REAL EST-I     2020-06-17
41. ACTIVISION BLIZZARD INC   2018-11-26 2020-06-26
30. BOEING CO   2019-01-02 2020-06-26
12. BOEING CO   2019-08-06 2020-06-26
355. COCA COLA CO     2020-06-26
206. COCA COLA CO     2020-06-26
7. TRANSDIGM GROUP INC     2020-06-26
4. TRANSDIGM GROUP INC   2019-08-27 2020-06-26
2. AMAZON COM INC COM   2020-04-03 2020-07-15
15. DEXCOM INC   2019-08-06 2020-07-15
1. DEXCOM INC   2018-09-12 2020-07-15
2. NETFLIX.COM INC   2019-09-30 2020-07-15
25. TRACTOR SUPPLY CO COM     2020-07-15
24. JAZZ PHARMACEUTICALS PLC     2020-07-15
102. JAZZ PHARMACEUTICALS PLC     2020-07-15
3. ALPHABET INC CL C   2019-08-06 2020-09-25
3. AMAZON COM INC COM   2019-08-06 2020-09-25
28. APPLE INC   2020-04-03 2020-09-25
44. APPLE INC   2019-08-06 2020-09-25
17. FACEBOOK INC   2019-09-26 2020-09-25
431. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-25
419. ISHARES CORE U.S. AGGREGATE ETF   2020-05-12 2020-09-25
282. ISHARES CORE MSCI EMERGING ETF   2018-09-25 2020-09-25
19. MICROSOFT CORP   2019-08-06 2020-09-25
14. MICROSOFT CORP   2020-04-03 2020-09-25
7. NVIDIA CORP   2019-05-21 2020-09-25
13. SALESFORCE COM INC   2019-08-06 2020-09-25
277.387 TCW EMRG MKTS INCM-I 4721   2020-02-14 2020-09-25
321.837 TCW EMRG MKTS INCM-I 4721   2018-07-13 2020-09-25
252. VANGUARD INTERMEDIATE TERM B   2020-05-12 2020-09-25
2138. VANGUARD INTERMEDIATE TERM B     2020-09-25
58. VANGUARD FTSE DEVELOPED ETF   2020-05-12 2020-09-25
34. VANGUARD FTSE DEVELOPED ETF   2016-01-08 2020-09-25
14. VISA INC-CLASS A SHRS   2020-03-06 2020-09-25
66. APPLE INC   2019-08-06 2020-10-26
82. CONCHO RESOURCES INC     2020-10-26
108. CONCHO RESOURCES INC     2020-10-26
19. DANAHER CORP   2020-04-03 2020-10-26
15. DANAHER CORP     2020-10-26
14. NVIDIA CORP   2019-05-21 2020-10-26
10. ARISTA NETWORKS INC   2019-05-21 2020-12-28
3548.478 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-20 2020-12-28
8. FLEETCOR TECHNOLOGIES INC   2020-06-26 2020-12-28
3322. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-12-28
5. ELI LILLY & CO COM   2020-07-15 2020-12-28
6. TELADOC HEALTH INC   2020-07-15 2020-12-28
2. ULTA BEAUTY INC   2020-06-05 2020-12-28
5. ULTA BEAUTY INC     2020-12-28
3. VANGUARD MIDCAP VIPER   2020-02-13 2020-12-28
51. NORWEGIAN CRUISE LINE HOLDING     2020-12-28
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 18,108   14,448 3,660
b 15,014   12,546 2,468
c 13,962   4,205 9,757
d 3,888   3,988 -100
e 3,888   3,744 144
5,215   5,209 6
1,287   1,107 180
5,471   4,010 1,461
4,361   3,565 796
2,828   2,715 113
2,552   2,344 208
2,315   1,931 384
3,101   2,590 511
11,739   10,288 1,451
5,507   4,894 613
2,234   1,569 665
6,254   5,632 622
5,013   4,827 186
43,997   27,144 16,853
41,239   26,537 14,702
19,713   14,588 5,125
368   211 157
3,773   3,105 668
3,396   2,626 770
3,782   2,107 1,675
2,263   1,468 795
37,598   37,148 450
3,321   2,699 622
40,896   37,882 3,014
5,277   4,403 874
2,261   2,385 -124
6,525   4,947 1,578
35,640   34,758 882
26,487   26,004 483
2,724   2,688 36
2,175   1,532 643
8,474   7,118 1,356
3,293   2,065 1,228
2,308   2,054 254
2,270   2,213 57
1,132   622 510
4,527   4,108 419
13,106   14,018 -912
4,502   5,656 -1,154
5,463   4,435 1,028
3,530   4,916 -1,386
10,120   16,910 -6,790
516   619 -103
1,516   1,819 -303
10,203   11,464 -1,261
127,929   126,501 1,428
16,232   21,334 -5,102
3,900   5,259 -1,359
4,859   5,728 -869
120,588   114,118 6,470
3,939   4,917 -978
76,018   87,859 -11,841
63,780   58,460 5,320
124   719 -595
300   246 54
1,799   1,217 582
863   761 102
7,034   5,815 1,219
7,230   5,734 1,496
8,915   6,799 2,116
1,601   1,767 -166
531   1,742 -1,211
1,402   1,799 -397
2,159   2,374 -215
2,208   2,197 11
1,609   1,560 49
2,694   2,525 169
942   724 218
2,463   2,909 -446
1,007   2,308 -1,301
1,479   1,513 -34
2,425   2,045 380
2,094   730 1,364
837   539 298
1,573   1,567 6
5,537   4,764 773
2,063   2,094 -31
1,391   1,321 70
1,906   1,437 469
2,259   2,139 120
92,183   67,482 24,701
14,086   11,536 2,550
91,045   111,791 -20,746
77,990   70,180 7,810
24,250   20,514 3,736
1,363   1,412 -49
2,222   2,059 163
9,708   8,064 1,644
1,358   1,783 -425
3,090   2,572 518
3,247   2,540 707
1,357   1,465 -108
1,969   2,086 -117
2,272   1,888 384
109,591   119,361 -9,770
2,125   1,718 407
3,581   3,029 552
1,158   1,625 -467
1,533   1,104 429
2,191   2,074 117
1,384   1,816 -432
671   993 -322
448   538 -90
1,976   1,686 290
3,854   3,852 2
1,291   1,365 -74
2,252   2,240 12
1,382   1,660 -278
568   2,681 -2,113
3,189   2,173 1,016
10,569   6,159 4,410
6,259   4,192 2,067
4,657   2,020 2,637
1,433   1,016 417
6,467   4,693 1,774
86,298   97,717 -11,419
3,117   2,079 1,038
5,099   9,653 -4,554
2,040   4,008 -1,968
15,544   16,145 -601
9,020   10,153 -1,133
2,923   2,265 658
1,671   1,455 216
6,041   3,823 2,218
6,193   2,176 4,017
413   146 267
1,044   532 512
3,474   2,374 1,100
2,624   2,697 -73
11,152   12,342 -1,190
4,298   3,489 809
9,164   5,377 3,787
3,037   1,700 1,337
4,773   2,161 2,612
4,236   3,079 1,157
5,844   5,127 717
49,475   48,792 683
14,335   14,602 -267
3,864   2,545 1,319
2,847   2,171 676
3,490   1,087 2,403
3,078   1,874 1,204
2,211   2,399 -188
2,565   2,588 -23
23,521   22,914 607
199,558   177,839 21,719
2,316   2,088 228
1,357   1,170 187
2,725   2,568 157
7,532   3,242 4,290
3,590   7,660 -4,070
4,729   6,247 -1,518
4,463   2,590 1,873
3,523   1,899 1,624
7,340   2,175 5,165
2,930   2,524 406
38,927   38,111 816
2,186   1,938 248
49,929   39,519 10,410
828   825 3
1,184   1,316 -132
557   509 48
1,392   1,684 -292
619   556 63
1,317   2,398 -1,081
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
      66
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       3,660
b       2,468
c       9,757
d       -100
e       144
      6
      180
      1,461
      796
      113
      208
      384
      511
      1,451
      613
      665
      622
      186
      16,853
      14,702
      5,125
      157
      668
      770
      1,675
      795
      450
      622
      3,014
      874
      -124
      1,578
      882
      483
      36
      643
      1,356
      1,228
      254
      57
      510
      419
      -912
      -1,154
      1,028
      -1,386
      -6,790
      -103
      -303
      -1,261
      1,428
      -5,102
      -1,359
      -869
      6,470
      -978
      -11,841
      5,320
      -595
      54
      582
      102
      1,219
      1,496
      2,116
      -166
      -1,211
      -397
      -215
      11
      49
      169
      218
      -446
      -1,301
      -34
      380
      1,364
      298
      6
      773
      -31
      70
      469
      120
      24,701
      2,550
      -20,746
      7,810
      3,736
      -49
      163
      1,644
      -425
      518
      707
      -108
      -117
      384
      -9,770
      407
      552
      -467
      429
      117
      -432
      -322
      -90
      290
      2
      -74
      12
      -278
      -2,113
      1,016
      4,410
      2,067
      2,637
      417
      1,774
      -11,419
      1,038
      -4,554
      -1,968
      -601
      -1,133
      658
      216
      2,218
      4,017
      267
      512
      1,100
      -73
      -1,190
      809
      3,787
      1,337
      2,612
      1,157
      717
      683
      -267
      1,319
      676
      2,403
      1,204
      -188
      -23
      607
      21,719
      228
      187
      157
      4,290
      -4,070
      -1,518
      1,873
      1,624
      5,165
      406
      816
      248
      10,410
      3
      -132
      48
      -292
      63
      -1,081
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 132,722
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,413
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,413
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,413
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,236
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 1,236
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 1,177
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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
    WELLS FARGO BANK N A TRUSTEE
    1     		49,697    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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
    4,144,462
    b
    Average of monthly cash balances.......................
    1b
    124,846
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,269,308
    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
    4,269,308
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,040
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,205,268
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    210,263
    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
    210,263
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,413
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,413
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    207,850
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    207,850
    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
    207,850
    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
    196,237
    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
    196,237
    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
    196,237
    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 7 207,850
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 191,816
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 196,237
    a Applied to 2019, but not more than line 2a 191,816
    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..... 4,421
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		203,429
    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).)
    NONE
    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.
    NONE
    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
    YOUNG AMERICAS FOUNDATION
    ATTN KIMBERLY BEGG
    RESTON,VA20191     		NONE PC GENERAL SUPPORT 47,500
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON DC,DC20002     		NONE PC GENERAL SUPPORT 47,500
    HILLSDALE COLLEGE
    ATTN TREASURERS OFFICE
    HILLSDALE,MI49242     		NONE PC GENERAL SUPPORT 47,500
    LEADERSHIP INSTITUTE
    JIM MARSHAL VP FINANCE AND CFO
    ARLINGTON,VA22201     		NONE PC GENERAL SUPPORT 47,500
    Total .................................bullet 3a 190,000
    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 88,007  
    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 ............     		    18 132,722  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 875  
    bCLASS ACTION SETTL     1 28  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   221,632  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    221,632
    (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:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,067     1,067

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Name of Stock End of Year Book Value End of Year Fair Market Value
    594918104 MICROSOFT CORP 28,223 111,655
    92826C839 VISA INC-CLASS A SHR 18,885 47,464
    016255101 ALIGN TECHNOLOGY INC 9,720 36,338
    02079K107 ALPHABET INC CL C 37,955 85,842
    023135106 AMAZON COM INC COM 27,253 110,736
    037833100 APPLE INC 31,792 135,609
    101137107 BOSTON SCIENTIFIC CO 17,795 26,208
    15135B101 CENTENE CORP DEL 17,980 25,453
    21036P108 CONSTELLATION BRANDS 14,235 20,810
    235851102 DANAHER CORP 9,134 28,212
    278865100 ECOLAB INC 9,033 16,011
    30303M102 FACEBOOK INC 28,676 69,656
    34964C106 FORTUNE BRANDS HOME 13,071 22,802
    437076102 HOME DEPOT INC 12,032 25,234
    45866F104 INTERCONTINENTAL EXC 15,852 29,860
    518439104 ESTEE LAUDER COMPANI 11,272 27,418
    697435105 PALO ALTO NETWORKS I 17,349 35,184
    78409V104 S&P GLOBAL INC 8,670 25,970
    79466L302 SALESFORCE COM INC 17,836 43,393
    892356106 TRACTOR SUPPLY CO CO 14,860 25,445
    893641100 TRANSDIGM GROUP INC 6,740 19,184
    G1151C101 ACCENTURE PLC 15,600 32,912
    G66721104 NORWEGIAN CRUISE LIN 15,846 11,418
    81762P102 SERVICENOW INC 16,291 28,622
    98936J101 ZENDESK INC 15,081 24,474
    617446448 MORGAN STANLEY 24,754 33,648
    550021109 LULULEMON ATHLETICA 10,376 20,186
    532457108 ELI LILLY & CO COM 26,957 29,040
    73278L105 POOL CORPORATION 11,417 27,938
    11135F101 BROADCOM INC 21,888 40,282
    69354M108 PRA HEALTH SCIENCES 14,259 19,694
    339041105 FLEETCOR TECHNOLOGIE 17,898 20,189
    87918A105 TELADOC HEALTH INC 17,155 15,797
    64110L106 NETFLIX INC 10,154 29,740
    00507V109 ACTIVISION BLIZZARD 12,384 23,491
    09857L108 BOOKING HOLDINGS INC 16,987 28,955
    92532F100 VERTEX PHARMACEUTICA 14,589 20,562
    90384S303 ULTA BEAUTY INC 13,433 16,942
    040413106 ARISTA NETWORKS INC 22,432 28,766
    31620M106 FIDELITY NATL INFORM 13,288 25,038
    169656105 CHIPOTLE MEXICAN GRI 9,324 18,027
    252131107 DEXCOM INC 8,840 24,402
    67066G104 NVIDIA CORP 11,554 39,687
    983793100 XPO LOGISTICS INC 12,069 23,959
    13645T100 CANADIAN PAC RY LTD 16,410 25,655
    896239100 TRIMBLE INC 20,586 29,646

    TY 2020 InvestmentsOtherSchedule2
    Name:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    983793100 XPO LOGISTICS INC      
    921937827 VANGUARD BD INDEX FD      
    023135106 AMAZON COM INC      
    037833100 APPLE COMPUTER INC C      
    46090F100 INVESCO OPTIMUM YIEL AT COST 74,787 96,352
    09857L108 BOOKING HOLDINGS INC      
    252131107 DEXCOM INC      
    697435105 PALO ALTO NETWORKS I      
    46434G103 ISHARES CORE MSCI EM AT COST 207,064 261,437
    G66721104 NORWEGIAN CRUISE LIN      
    78463X863 SPDR DJ WILSHIRE INT      
    90384S303 ULTA SALON COSMETICS      
    101137107 BOSTON SCIENTIFIC CO      
    518439104 ESTEE LAUDER COMPANI      
    594918104 MICROSOFT CORP      
    016255101 ALIGN TECHNOLOGY INC      
    69354M108 PRA HEALTH SCIENCES      
    15135B101 CENTENE CORP DEL      
    921937819 VANGUARD INTERMEDIAT      
    92826C839 VISA INC-CLASS A SHR      
    617446448 MORGAN STANLEY      
    191216100 COCA COLA CO      
    040413106 ARISTA NETWORKS INC      
    G1151C101 ACCENTURE PLC      
    779919307 T ROWE PR REAL ESTAT      
    893641100 TRANSDIGM GROUP INC      
    73278L105 POOL CORPORATION      
    30303M102 FACEBOOK INC      
    20605P101 CONCHO RESOURCES INC      
    921943858 VANGUARD FTSE DEVELO AT COST 148,331 203,570
    00507V109 ACTIVISION BLIZZARD      
    464287655 ISHARES RUSSELL 2000 AT COST 126,866 177,434
    464287705 ISHARES S&P MIDCAP 4      
    87234N765 TCW EMRG MKTS INCM-I AT COST 172,051 185,378
    02079K107 ALPHABET INC/CA      
    922042858 VANGUARD EMERGING MA      
    92532F100 VERTEX PHARMACEUTICA      
    67066G104 NVIDIA CORP      
    34964C106 FORTUNE BRANDS HOME      
    G50871105 JAZZ PHARMACEUTICALS      
    45866F104 INTERCONTINENTALEXCH      
    892356106 TRACTOR SUPPLY CO CO      
    015351109 ALEXION PHARMACEUTIC      
    78409V104 S&P GLOBAL INC      
    277923264 EATON VANCE GLOB MAC      
    278865100 ECOLAB INC      
    437076102 HOME DEPOT INC      
    21036P108 CONSTELLATION BRANDS      
    235851102 DANAHER CORP      
    596278101 MIDDLEBY CORP      
    11135F101 BROADCOM INC      
    464287606 ISHARES S&P MIDCAP 4      
    64110L106 NETFLIX.COM INC      
    79466L302 SALESFORCE COM INC      
    550021109 LULULEMON ATHLETICA      
    31641Q755 FIDELITY NEW MRKTS I AT COST 84,854 90,611
    31620M106 FIDELITY NATL INFORM      
    74256W626 PRINCIPAL HIGH YIELD      
    097023105 BOEING COMPANY      
    464287226 ISHARES CORE U.S. AG AT COST 614,020 652,527
    13645T100 CANADIAN PAC RY LTD      
    922908629 VANGUARD MIDCAP VIPE AT COST 648,527 843,828
    27830W108 EV GL MACR ABS RTRN AT COST 91,937 90,420
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 460,721 497,921

    TY 2020 OtherDecreasesSchedule
    Name:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Description Amount
    PY RETURN OF CAPITAL ADJ 134
    MUTUAL FUND TIMING ADJ 1,268
    COST BASIS ADJUSTMENT 230


    TY 2020 OtherExpensesSchedule
    Name:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE/STATE TAX 200 0   200


    TY 2020 OtherIncomeSchedule2
    Name:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 875 0  
    CLASS ACTION SETTLEMENTS 28 0  


    TY 2020 TaxesSchedule
    Name:
    STEUSLOFF LOWELL F CHAR TR
    EIN:
    47-5373779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 504 504   0
    FOREIGN TAXES ON QUALIFIED FOR 301 301   0
    FOREIGN TAXES ON NONQUALIFIED 454 454   0