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
HRIPKO HELEN AND MARGARET CHAR FDN
 
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

45-4263902
B Telephone number (see instructions)

(855) 739-2922
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$3,954,796J 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) 940,901
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 84,201 78,745  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,222
b Gross sales price for all assets on line 6a 1,507,771
7 Capital gain net income (from Part IV, line 2)... 37,222
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........ 1,062,324 115,967  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,712 39,341   4,371
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 991 0 0 991
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,406 1,256   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 222 22   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,331 40,619 0 5,562
25 Contributions, gifts, grants paid....... 104,997 104,997
26 Total expenses and disbursements. Add lines 24 and 25 157,328 40,619 0 110,559
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 904,996
b Net investment income (if negative, enter -0-) 75,348
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 103,366 192,121 192,121
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 attachment821,686 1,255,096
c Investments—corporate bonds (attach schedule).......   Click to see attachment27,037 34,950
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,799,057 Click to see attachment2,032,488 2,472,629
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) 1,902,423 3,073,332 3,954,796
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........ 1,902,423 3,073,332
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)..... 1,902,423 3,073,332
30 Total liabilities and net assets/fund balances (see instructions). 1,902,423 3,073,332
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
1,902,423
2
Enter amount from Part I, line 27a .....................
2
904,996
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
267,354
4
Add lines 1, 2, and 3 ..........................
4
3,074,773
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,441
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,073,332
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 140. AT & T INC   2020-01-02 2020-04-16
b 10. CME GROUP INC   2015-06-23 2020-04-16
c 35. HOME DEPOT INC   2011-12-20 2020-04-16
d 10. LAM RESEARCH CORP COM   2018-07-30 2020-04-16
e 25. MICROSOFT CORP     2020-04-16
50. PNC FINANCIAL SERVICES GROUP   2019-08-08 2020-04-16
20. PNC FINANCIAL SERVICES GROUP   2015-06-08 2020-04-16
550. VERIZON COMMUNICATIONS   1950-01-01 2020-04-16
40. ZOETIS INC   2019-06-24 2020-04-16
120. EATON CORP PLC     2020-04-16
.74 RAYTHEON TECHNOLOGIES CORP   2019-10-23 2020-04-29
60. CVS HEALTH CORPORATION   2019-10-23 2020-05-18
55. EOG RESOURCES, INC     2020-05-18
45. EOG RESOURCES, INC   2019-08-08 2020-05-18
15. HOME DEPOT INC   2011-12-20 2020-05-18
55. MONDELEZ INTERNATIONAL INC   2019-10-23 2020-05-18
30. PNC FINANCIAL SERVICES GROUP   2015-06-08 2020-05-18
214. VERIZON COMMUNICATIONS   1950-01-01 2020-05-18
15. ZOETIS INC   2019-06-24 2020-05-18
44. EATON CORP PLC     2020-05-18
60. AT & T INC   2020-01-02 2020-05-29
4. BLACKROCK INC   2020-04-16 2020-05-29
15. ELECTRONIC ARTS INC   2020-04-16 2020-05-29
10. ELECTRONIC ARTS INC   2019-04-26 2020-05-29
20. JPMORGAN CHASE & CO   2020-04-16 2020-05-29
5. LAM RESEARCH CORP COM   2020-05-18 2020-05-29
65. TJX COMPANIES INC     2020-05-29
100. TJX COMPANIES INC   2015-09-08 2020-05-29
3061.661 JPMORGAN HIGH YIELD-R6 #3938     2020-06-26
2194. ADVENT CCONVERTIBLE AND INCOM     2020-07-02
3000. BLACKROCK TAXABLE MUNICIPAL BND TRST     2020-07-02
3000. COHEN & STEERS REIT & PFD INCOME FD     2020-07-02
1700. DUFF & PHELPS UTILITY AND IN     2020-07-02
2000. GABELLI DIVID & INCOME TR     2020-07-02
1000. GABELLI DIVID & INCOME TR   2020-01-02 2020-07-02
800. ISHARES INTERNATIONAL SELECT     2020-07-02
1000. JANUS HENDERSON SHORT DURATI   2020-01-02 2020-07-02
4000. MORGAN STANLEY EMERG MKT DOMCOM     2020-07-02
1000. FIRST TRUST ENH SHORT MAT FD   2020-01-02 2020-07-06
2000. GAMCO NATURAL RESOURCES GOLD   2020-01-02 2020-07-06
1000. INVESCO ZACKS MULTI-ASSET IN   2020-01-02 2020-07-06
500. JOHN HANCOCK HEDGED EQUITY &   2020-01-02 2020-07-06
2039.276 AQR MANAGED FUTURES STR-I 15213     2020-07-08
1759.324 WHG INCOME OPPORTUNITY-INST   2018-02-08 2020-07-08
619.464 ARTISAN MID CAP FUND-INS 1333   2012-06-06 2020-07-08
711.898 ARTISAN SMALL CAP FUND-INS #2452     2020-07-08
6765.046 BLACKROCK GL L/S CREDIT-K #1940     2020-07-08
5949.892 EATON VANCE GLOBAL MACRO - I 0088     2020-07-08
3568.929 FIDELITY NEW MRKTS INC-Z #3323     2020-07-08
2864.783 GATEWAY FUND - Y 1986     2020-07-08
703.805 JPMORGAN MID CAP VALUE-R6 #2335   2012-06-06 2020-07-08
2375.898 NATIXIS LOOMIS SAY STR INC-Y 1472     2020-07-08
3863.988 NATIXIS LOOMIS SAY C/P BND-Y #96   2011-12-15 2020-07-08
3687.144 ALPHA SIMPLX GLOBAL ALTV-Y 1993     2020-07-08
3222.452 NEUBERGER BERMAN LONG SH-INS #1830     2020-07-08
1270.971 NUVEEN SYMPHONY FLOATING-I   2017-10-04 2020-07-08
2431.907 PFSHORT DURATION INC-ADV #13   2018-02-08 2020-07-08
475.626 BOSTON P LNG/SHRT RES-INS 7015   2016-04-20 2020-07-08
1000. SPDR S&P EMERGING MARKETS DI ETF     2020-07-08
51.748 AIG FOCUSED DIVIDEND STRATEGY W1750   2019-12-11 2020-07-08
1514.304 AIG FOCUSED DIVIDEND STRATEGY W1750     2020-07-08
3939.009 TCW EMRG MKTS INCM-I 4721   2019-03-27 2020-07-08
359. VANGUARD REAL ESTATE ETF     2020-07-08
5882.353 WF ULTR SHORT-TRMINCOME-I#3104   2019-04-01 2020-07-08
5. APPLE INC   2020-05-18 2020-08-25
75. HAIN CELESTIAL GROUP INC     2020-08-25
20. UNITED PARCEL SERVICE-CL B   2017-03-29 2020-08-25
1036. VANGUARD INTERMEDIATE TERM B   2020-07-08 2020-09-14
20. APPLE INC   2020-09-15 2020-10-20
55. CITIGROUP INC.   2019-10-23 2020-10-20
23. AT & T INC   2019-10-23 2020-10-26
82. AT & T INC   2020-01-02 2020-10-26
50. CME GROUP INC     2020-10-26
20. NIKE INC CL B   2020-09-15 2020-10-26
15. UNITED PARCEL SERVICE-CL B   2020-09-15 2020-10-26
740. FLEXTRONICS INTL LTD     2020-10-26
80. AT & T INC   2019-10-23 2020-11-03
105. SPIRIT AEROSYTSEMS HOLD-CL A   2020-09-15 2020-11-03
125. SPIRIT AEROSYTSEMS HOLD-CL A     2020-11-03
5. THERMO FISHER SCIENTIFIC INC   2020-09-15 2020-11-03
35. GILEAD SCIENCES INC   2020-09-15 2020-12-10
110. GILEAD SCIENCES INC     2020-12-10
5. LAM RESEARCH CORP COM   2018-07-30 2020-12-10
25. NIKE INC CL B   2020-09-15 2020-12-10
55. TOTAL S.A. - ADR   2019-06-24 2020-12-10
15. UNION PACIFIC CORP   2020-09-15 2020-12-10
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 4,209   5,455 -1,246
b 1,860   949 911
c 6,984   1,466 5,518
d 2,692   1,885 807
e 4,382   1,429 2,953
4,478   6,586 -2,108
1,791   1,937 -146
31,692   1 31,691
5,083   4,557 526
8,984   5,704 3,280
50   64 -14
3,840   3,955 -115
2,868   5,854 -2,986
2,347   3,559 -1,212
3,686   628 3,058
2,812   2,901 -89
3,126   2,906 220
11,943     11,943
1,975   1,709 266
3,456   1,684 1,772
1,830   2,338 -508
2,100   1,837 263
1,801   1,764 37
1,200   942 258
1,939   1,747 192
1,359   1,295 64
3,432   3,492 -60
5,280   3,610 1,670
20,299   23,491 -3,192
28,785   32,729 -3,944
74,759   73,605 1,154
58,501   71,520 -13,019
18,937   25,516 -6,579
35,308   42,751 -7,443
17,654   22,033 -4,379
20,432   27,058 -6,626
50,139   49,620 519
22,674   27,140 -4,466
60,019   60,080 -61
9,567   11,380 -1,813
16,340   23,425 -7,085
5,683   7,225 -1,542
17,028   21,093 -4,065
22,203   27,270 -5,067
31,178   23,484 7,694
29,935   14,140 15,795
65,553   67,000 -1,447
51,169   52,652 -1,483
51,000   57,249 -6,249
97,002   71,933 25,069
22,219   17,959 4,260
31,813   34,276 -2,463
54,637   50,000 4,637
38,826   41,765 -2,939
49,594   41,477 8,117
22,178   25,000 -2,822
25,511   25,049 462
6,131   7,139 -1,008
26,019   32,425 -6,406
736   875 -139
21,533   26,121 -4,588
31,000   32,142 -1,142
28,012   22,907 5,105
50,353   50,000 353
2,483   1,572 911
2,327   2,953 -626
3,171   2,127 1,044
97,012   96,602 410
2,341   2,342 -1
2,396   3,968 -1,572
626   875 -249
2,231   3,195 -964
7,953   3,526 4,427
2,551   2,403 148
2,511   2,386 125
10,361   12,444 -2,083
2,202   3,044 -842
2,057   2,160 -103
2,449   7,115 -4,666
2,459   2,172 287
2,115   2,335 -220
6,647   6,464 183
2,451   942 1,509
3,447   3,004 443
2,502   3,085 -583
3,042   3,037 5
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
      7,284
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       -1,246
b       911
c       5,518
d       807
e       2,953
      -2,108
      -146
      31,691
      526
      3,280
      -14
      -115
      -2,986
      -1,212
      3,058
      -89
      220
      11,943
      266
      1,772
      -508
      263
      37
      258
      192
      64
      -60
      1,670
      -3,192
      -3,944
      1,154
      -13,019
      -6,579
      -7,443
      -4,379
      -6,626
      519
      -4,466
      -61
      -1,813
      -7,085
      -1,542
      -4,065
      -5,067
      7,694
      15,795
      -1,447
      -1,483
      -6,249
      25,069
      4,260
      -2,463
      4,637
      -2,939
      8,117
      -2,822
      462
      -1,008
      -6,406
      -139
      -4,588
      -1,142
      5,105
      353
      911
      -626
      1,044
      410
      -1
      -1,572
      -249
      -964
      4,427
      148
      125
      -2,083
      -842
      -103
      -4,666
      287
      -220
      183
      1,509
      443
      -583
      5
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 37,222
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 1,047
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 1,047
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 1,047
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,324
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 3,324
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 2,277
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,048 RefundedBullet 11 1,229
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 addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (855) 739-2922

    Located atbullet6325 S RAINBOW BLVD STE 300LAS VEGASNV ZIP+4bullet89118
    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
    JAMES B DIETZ CO-TRUSTEE
    1     		0    
    C/O FRIEDMAN RUMMELL 100 E FED S
    YOUNGSTOWN,OH44503
    WELLS FARGO BANK N A TRUSTEE
    1     		43,712    
    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
    3,049,328
    b
    Average of monthly cash balances.......................
    1b
    324,886
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,374,214
    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
    3,374,214
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    50,613
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,323,601
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    166,180
    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
    166,180
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,047
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,047
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    165,133
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    165,133
    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
    165,133
    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
    110,559
    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
    110,559
    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
    110,559
    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 7 165,133
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 107,417
    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$ 110,559
    a Applied to 2019, but not more than line 2a 107,417
    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..... 3,142
    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 ..........     		161,991
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE GREAT COMMAND FATHER RACO
    BISHOPS HOUSE ATTN PAULETTE MAUDRY
    POWELL,OH43065     		NONE PC GENERAL SUPPORT 13,125
    ST VINCENT DE PAUL SOCIETY FOOD BANK
    ATTN BRIAN J ANTAL
    YOUNGSTOWN,OH44505     		NONE PC GENERAL SUPPORT 4,375
    SISTERS OF CHARITY OF CINCINNATI
    5900 DELHI ROAD
    MOUNT ST JOSEPH,OH45051     		NONE PC GENERAL SUPPORT 4,375
    URSULINE SISTERS OF YOUNGSTOWN
    4250 SHEILDS RD
    CANFIELD,OH44406     		NONE PC GENERAL SUPPORT 8,750
    OUR LADY OF SORROWS PARIS
    CO HOLY NAME OF JESUS CHURCH
    YOUNGSTOWN,OH44502     		NONE PC GENERAL SUPPORT 6,562
    URSULINE HIGH SCHOOL
    750 WICK AVE
    YOUNGSTOWN,OH44505     		NONE PC GENERAL SUPPORT 13,125
    NAT SHRINE OF OUR LADY OF LEBANON
    2759 N LIPKEY RD
    NORTH JACKSON,OH44451     		NONE PC GENERAL SUPPORT 4,375
    SECOND HARVEST FOOD BANK OF MAHONING
    VALLEY
    YOUNGSTOWN,OH44509     		NONE PC GENERAL SUPPORT 2,187
    ST ANDREW ABBEY BENEDICTINE HIGH SCH
    ATTN DR THODORE GIRARD OSB TREAS
    CLEVELAND,OH44104     		NONE PC GENERAL SUPPORT 6,562
    BEATITUDE HOUSE
    238 TOD LN
    YOUNGSTOWN,OH44504     		NONE PC GENERAL SUPPORT 6,562
    SHRINE OF OUR LADY COMFORTER OF THE
    AFFLICTED
    YOUNGSTOWN,OH44509     		NONE PC GENERAL SUPPORT 8,750
    ROMAN CATHOLIC DIOCESE OF YOUNGSTOWN
    FOUNDATION ATTN LUCAS POLITSKY
    YOUNGSTOWN,OH44503     		NONE PC GENERAL SUPPORT 17,500
    FRANCISCAN MISSIONS
    940 N BROWNS LAKES DR
    BURLINGTON,WI53105     		NONE PC GENERAL SUPPORT 6,562
    FATHERS OF ST EDMUND
    SOUTHERN MISSIONS INC
    SELMA,AL36701     		NONE PC GENERAL SUPPORT 2,187
    Total .................................bullet 3a 104,997
    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 84,201  
    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 37,222  
    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)..   121,423  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    121,423
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    HRIPKO HELEN AND MARGARET CHAR FDN
     
    Employer identification number

    45-4263902
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    HRIPKO HELEN AND MARGARET CHAR FDN
          		Employer identification number
    45-4263902
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HRIPKO MARGARET IRREV NIMCRUT
     
    WELLS FARGO BANK NA
    100 N MAIN ST
    WINSTON SALEM, NC27101

    		$ 940,901


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    HRIPKO HELEN AND MARGARET CHAR FDN
          		Employer identification number

    45-4263902
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VARIOUS PUBLICLY TRADED SECURITIES $ 560,572 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    HRIPKO HELEN AND MARGARET CHAR FDN
          		Employer identification number

    45-4263902
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 991     991

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Name of Bond End of Year Book Value End of Year Fair Market Value
    208251AE8 CONOCO INC 6.950% 4/ 6,563 8,408
    36962G3P7 GENERAL ELEC CAP COR 7,109 10,843
    912810FE3 US TREASURY BOND 5.5 9,894 12,219
    912810EQ7 US TREASURY BOND 6.2 3,471 3,480

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Name of Stock End of Year Book Value End of Year Fair Market Value
    037833100 APPLE INC 23,298 102,171
    05964H105 BANCO SANTANDER CEN- 86 21
    126650100 CVS HEALTH CORPORATI 11,328 19,124
    254687106 WALT DISNEY CO 12,662 28,989
    609207105 MONDELEZ INTERNATION 16,681 23,096
    907818108 UNION PACIFIC CORP 7,848 21,863
    91324P102 UNITEDHEALTH GROUP I 15,010 42,082
    G29183103 EATON CORP PLC 11,084 12,014
    17275R102 CISCO SYSTEMS INC 21,846 26,626
    46625H100 JPMORGAN CHASE & CO 22,331 41,298
    097023105 BOEING CO 12,231 16,055
    02079K107 ALPHABET INC CL C 30,416 63,068
    09247X101 BLACKROCK INC 17,650 28,862
    150870103 CELANESE CORP 14,548 23,389
    594918104 MICROSOFT CORP 38,678 90,080
    883556102 THERMO FISHER SCIENT 6,603 18,631
    172967424 CITIGROUP INC. 31,031 36,996
    192446102 COGNIZANT TECH SOLUT 18,102 22,946
    405217100 HAIN CELESTIAL GROUP 9,407 14,253
    517834107 LAS VEGAS SANDS CORP 23,949 24,436
    532457108 ELI LILLY & CO COM 14,846 21,105
    56501R106 MANULIFE FINANCIAL C 27,665 32,700
    58933Y105 MERCK & CO INC NEW 13,165 20,041
    867224107 SUNCOR ENERGY INC NE 18,672 13,172
    87612E106 TARGET CORP 14,523 25,597
    911312106 UNITED PARCEL SERVIC 16,360 25,260
    H84989104 TE CONNECTIVITY LTD 10,146 16,950
    512807108 LAM RESEARCH CORP CO 12,479 25,975
    871829107 SYSCO CORP 16,970 23,392
    31620M106 FIDELITY NATL INFORM 14,164 15,561
    285512109 ELECTRONIC ARTS INC 16,399 22,258
    460690100 INTERPUBLIC GROUP CO 10,972 13,642
    94106L109 WASTE MANAGEMENT INC 19,346 21,227
    H2906T109 GARMIN LTD 16,155 20,342
    89151E109 TOTAL S.A. - ADR 19,527 17,602
    75513E101 RAYTHEON TECHNOLOGIE 22,327 21,811
    00206R102 AT & T INC 22,408 20,132
    031162100 AMGEN INC 13,581 12,646
    92826C839 VISA INC-CLASS A SHR 14,398 18,592
    904767704 UNILEVER PLC - ADR 15,292 17,203
    11135F101 BROADCOM INC 24,944 37,217
    00287Y109 ABBVIE INC 12,322 12,322
    Y2573F102 FLEX LTD 9,979 16,721
    09260D107 BLACKSTONE GROUP INC 14,519 17,499
    09857L108 BOOKING HOLDINGS INC 12,637 17,818
    654106103 NIKE INC CL B 14,125 25,465
    25243Q205 DIAGEO PLC - ADR 18,791 23,822
    G5960L103 MEDTRONIC PLC 17,044 19,328
    891160509 TORONTO DOMINION BK 23,141 23,696

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    654106103 NIKE INC CL B      
    907818108 UNION PACIFIC CORP      
    912810EQ7 US TREASURY BOND 6.2      
    208251AE8 CONOCO INC 6.950% 4/      
    172967424 CITIGROUP INC      
    00206R102 AT & T INC      
    592905764 METROPOLITAN WEST T/ AT COST 95,050 96,805
    609207105 MONDELEZ INTERNATION      
    12572Q105 CME GROUP INC      
    78463X863 SPDR DJ WILSHIRE INT AT COST 41,882 39,306
    74925K581 ROBECO BP LNG/SHRT R      
    17275R102 CISCO SYSTEMS INC      
    256210105 DODGE & COX INCOME F AT COST 96,453 100,910
    405217100 HAIN CELESTIAL GROUP      
    867224107 SUNCOR ENERGY INC NE      
    G29183103 EATON CORP PLC      
    254687106 WALT DISNEY CO      
    04314H402 ARTISAN INTERNATIONA AT COST 26,207 43,241
    56501R106 MANULIFE FINANCIAL C      
    87612E106 TARGET CORP      
    91324P102 UNITEDHEALTH GROUP I      
    04314H600 ARTISAN MID CAP FUND      
    277923728 EATON VANCE GLOBAL M      
    922908553 VANGUARD REAL ESTATE AT COST 45,330 72,785
    00203H859 AQR MANAGED FUTURES      
    517834107 LAS VEGAS SANDS CORP      
    64128R608 NEUBERGER BERMAN LON      
    037833100 APPLE COMPUTER INC C      
    126650100 CVS/CAREMARK CORPORA      
    594918104 MICROSOFT CORP      
    912810FE3 US TREASURY BOND 5.5      
    05964H105 BANCO SANTANDER CEN-      
    911312106 UNITED PARCEL SERVIC      
    46625H100 JPMORGAN CHASE & CO      
    464287705 ISHARES S&P MID-CAP AT COST 224,467 318,792
    256206103 DODGE & COX INTL STO AT COST 35,476 40,120
    464287606 ISHARES S&P MID-CAP AT COST 224,259 327,301
    464287465 ISHARES MSCI EAFE ET AT COST 64,875 92,367
    36962G3P7 GENERAL ELEC CAP COR      
    097023105 BOEING COMPANY      
    09247X101 BLACKROCK INC      
    02079K107 ALPHABET INC/CA      
    63872T885 ASG GLOBAL ALTERNATI      
    150870103 CELANESE CORP      
    4812C0803 JPMORGAN HIGH YIELD      
    921937819 VANGUARD INTERMEDIAT AT COST 177,656 184,493
    375558103 GILEAD SCIENCES INC      
    532457108 ELI LILLY & CO COM      
    693390841 PIMCO HIGH YIELD FD- AT COST 195,000 206,415
    883556102 THERMO FISHER SCIENT      
    192446102 COGNIZANT TECH SOLUT      
    437076102 HOME DEPOT INC      
    512807108 LAM RESEARCH CORP CO      
    693475105 PNC FINANCIAL SERVIC      
    872540109 TJX COS INC NEW      
    464287804 ISHARES CORE S&P SMA AT COST 82,185 138,585
    464287879 ISHARES S&P SMALL-CA AT COST 18,043 34,963
    09260C703 BLACKROCK GL L/S CRE      
    922042858 VANGUARD FTSE EMERGI AT COST 127,038 160,603
    848574109 SPIRIT AEROSYTSEMS H      
    921937827 VANGUARD SHORT TERM AT COST 171,185 171,437
    Y2573F102 FLEXTRONICS INTL LTD      
    26875P101 EOG RESOURCES, INC      
    58933Y105 MERCK & CO INC NEW      
    339128100 JP MORGAN MID CAP VA      
    H84989104 TE CONNECTIVITY LTD      
    04314H758 ARTISAN SMALL CAP FU      
    25243Q205 DIAGEO PLC - ADR      
    G5960L103 MEDTRONIC PLC      
    00143W859 INV OPP DEVELOP MRKT AT COST 54,613 85,394
    87234N765 TCW EMRG MKTS INCM-I AT COST 120,858 125,772
    98978V103 ZOETIS INC      
    755111507 RAYTHEON CO      
    31641Q755 FIDELITY NEW MRKTS I AT COST 71,034 69,007
    31620M106 FIDELITY NATL INFORM      
    891160509 TORONTO DOMINION BK      
    285512109 ELECTRONIC ARTS INC      
    89151E109 TOTAL FINA ELF S.A.      
    11135F101 BROADCOM INC      
    464288513 ISHARES IBOXX $ HIGH AT COST 100,877 104,411
    464287226 ISHARES CORE U.S. AG AT COST 60,000 59,922

    TY 2020 OtherDecreasesSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Description Amount
    PY RETURN OF CAPITAL ADJ 910
    MUTUAL FUND TIMING ADJ 65
    TAX LOT BASIS ADJ 466


    TY 2020 OtherExpensesSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE/STATE TAX 200 0   200
    INVESTMENT EXPENSES - ADR FEES 22 22   0


    TY 2020 OtherIncreasesSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Description Amount
    EXCESS COST OVER FMV OF ASSETS CONTRIB 267,354


    TY 2020 TaxesSchedule
    Name:
    HRIPKO HELEN AND MARGARET CHAR FDN
    EIN:
    45-4263902
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 841 841   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,826 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,324 0   0
    FOREIGN TAXES ON QUALIFIED FOR 165 165   0
    FOREIGN TAXES ON NONQUALIFIED 250 250   0