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
1992 TIPGOOMOOGUS MEMORIAL TRUST
 
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

82-1757564
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$3,311,248J 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... 75,083 74,366  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 81,583
b Gross sales price for all assets on line 6a 1,404,025
7 Capital gain net income (from Part IV, line 2)... 81,583
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 454 14  
12 Total. Add lines 1 through 11........ 157,120 155,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,587 27,440   9,147
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 1,426 0 0 1,426
b Accounting fees (attach schedule)....... Click to see attachment 1,067 0 0 1,067
c Other professional fees (attach schedule).... Click to see attachment 4,550     4,550
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 765 307   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,395 27,747 0 16,190
25 Contributions, gifts, grants paid....... 130,000 130,000
26 Total expenses and disbursements. Add lines 24 and 25 174,395 27,747 0 146,190
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,275
b Net investment income (if negative, enter -0-) 128,216
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......... 166,916 111,788 111,788
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 attachment484,615 1,027,196
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).......... 2,325,601 Click to see attachment1,878,223 2,172,264
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) 2,492,517 2,474,626 3,311,248
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........ 2,492,517 2,474,626
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)..... 2,492,517 2,474,626
30 Total liabilities and net assets/fund balances (see instructions). 2,492,517 2,474,626
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
2,492,517
2
Enter amount from Part I, line 27a .....................
2
-17,275
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,475,242
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
616
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,474,626
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 147. AMER CENT SMALL CAP GRWTH INST 336   2019-10-25 2020-02-14
b 222. ARTISAN MID CAP FUND-INS 1333   2013-05-03 2020-02-14
c 33. BERKSHIRE HATHAWAY INC.   2013-09-24 2020-02-14
d 60. CME GROUP INC   2015-12-18 2020-02-14
e 50. CELANESE CORP   2015-10-26 2020-02-14
46. CHEVRON CORP   2016-02-27 2020-02-14
285. CISCO SYSTEMS INC   2011-12-11 2020-02-14
60. CITIGROUP INC.   2016-08-25 2020-02-14
100. COMCAST CORP CLASS A   2013-10-16 2020-02-14
45. WALT DISNEY CO   2013-10-16 2020-02-14
68.945 JPMORGAN MID CAP VALUE-R6 #2335   2019-08-08 2020-02-14
2351.418 JPMORGAN MID CAP VALUE-R6 #2335   2012-03-20 2020-02-14
105. MONSTER BEVERAGE CORP   2019-08-14 2020-02-14
41.441 T ROWE PR REAL ESTATE-I #432   2019-02-27 2020-02-14
863.463 T ROWE PR REAL ESTATE-I #432   2018-02-09 2020-02-14
652. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2012-04-19 2020-02-14
11. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2019-08-08 2020-02-14
44. TARGET CORP   2011-12-11 2020-02-14
25. UNION PACIFIC CORP   2014-07-11 2020-02-14
15. UNITEDHEALTH GROUP INC   2011-12-11 2020-02-14
104.303 INV OPP DEVELOP MRKTS-R6 7038   2020-02-20 2020-04-03
334.824 INV OPP DEVELOP MRKTS-R6 7038   2017-08-14 2020-04-03
657.685 EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2020-04-03
30.741 FIDELITY NEW MRKTS INC-Z #3323   2020-02-20 2020-04-03
1071. ISHARES CORE MSCI EMERGING ETF   2019-08-08 2020-04-03
30. ISHARES CORE MSCI EMERGING ETF   2020-02-14 2020-04-03
7126.316 METROPOLITAN WEST T/R BD-PLN #712   2019-08-08 2020-04-03
6007.457 METROPOLITAN WEST T/R BD-PLN #712   2019-10-25 2020-04-03
3106.981 PIMCO TOTAL RET FD-INST #35   2019-08-08 2020-04-03
891.193 PIMCO TOTAL RET FD-INST #35   2020-02-20 2020-04-03
531.139 PIMCO HIGH YIELD FD-INST #108   2020-02-20 2020-04-03
367.302 T ROWE PR OVERSEAS STOCK-I #521   2020-02-20 2020-04-03
6411.015 T ROWE PR OVERSEAS STOCK-I #521   2017-08-14 2020-04-03
3. ALEXION PHARMACEUTICALS INC   2019-02-28 2020-04-16
111. CISCO SYSTEMS INC   2011-12-11 2020-04-16
30. MIDDLEBY CORP   2018-08-29 2020-04-16
40. MIDDLEBY CORP   2019-10-02 2020-04-16
5.45 AMER CENT SMALL CAP GRWTH INST 336   2019-10-25 2020-05-15
746.12 AMER CENT SMALL CAP GRWTH INST 336   2020-04-03 2020-05-15
4419.797 AMER CENT SMALL CAP GRWTH INST 336   2015-07-24 2020-05-15
221.327 ARTISAN MID CAP FUND-INS 1333   2013-05-03 2020-05-15
57.823 PIMCO HIGH YIELD FD-INST #108   2020-02-20 2020-05-15
9076.791 PIMCO HIGH YIELD FD-INST #108   2019-10-11 2020-05-15
32.905 STERLING CAPITAL STRATTON SMALL CAP   2019-08-08 2020-05-15
374.936 STERLING CAPITAL STRATTON SMALL CAP   2020-02-20 2020-05-15
1007.607 STERLING CAPITAL STRATTON SMALL CAP   2014-07-10 2020-05-15
36. VANGUARD MIDCAP VIPER   2020-02-14 2020-05-15
10. BOOKING HOLDINGS INC   2019-08-14 2020-05-20
193. COCA COLA CO   2019-08-14 2020-05-20
211. JPMORGAN CHASE & CO   2013-01-31 2020-05-20
10. TRANSDIGM GROUP INC   2019-08-14 2020-05-20
2. TRANSDIGM GROUP INC   2018-12-20 2020-05-20
83. UNITEDHEALTH GROUP INC   2011-12-11 2020-05-20
3844.526 JAMES ALPHA GL REAL EST-I   2020-02-20 2020-06-25
50. BOEING CO   2015-09-02 2020-07-20
86. COCA COLA CO   2020-04-07 2020-07-20
87. COCA COLA CO   2019-08-14 2020-07-20
40. JAZZ PHARMACEUTICALS PLC   2017-08-14 2020-07-20
10. JAZZ PHARMACEUTICALS PLC   2019-08-14 2020-07-20
356.924 INV OPP DEVELOP MRKTS-R6 7038   2017-08-14 2020-12-09
81. APPLE INC   2019-08-14 2020-12-09
63.633 ARTISAN MID CAP FUND-INS 1333   2013-05-03 2020-12-09
148. BOSTON SCIENTIFIC CORP COM   2017-08-17 2020-12-09
60. CONCHO RESOURCES INC   2019-08-14 2020-12-09
36. CONSTELLATION BRANDS INC   2017-08-14 2020-12-09
22. DEXCOM INC   2019-08-14 2020-12-09
1932.552 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-26 2020-12-09
18. FACEBOOK INC   2019-10-02 2020-12-09
34. FIDELITY NATL INFORMATION SVCS INC   2019-02-28 2020-12-09
2548. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-12-09
40. ELI LILLY & CO COM   2020-07-20 2020-12-09
2548.519 METROPOLITAN WEST T/R BD-PLN #712   2017-08-14 2020-12-09
8326.451 METROPOLITAN WEST T/R BD-PLN #712   2019-12-10 2020-12-09
60. MICROSOFT CORP   2019-08-14 2020-12-09
25. NETFLIX.COM INC   2018-08-29 2020-12-09
1915.447 PIMCO TOTAL RET FD-INST #35   2019-08-08 2020-12-09
3231.854 PIMCO TOTAL RET FD-INST #35   2019-12-10 2020-12-09
66. PRA HEALTH SCIENCES INC   2018-08-29 2020-12-09
789.284 T ROWE PR OVERSEAS STOCK-I #521   2017-08-14 2020-12-09
16. S&P GLOBAL INC   2019-08-14 2020-12-09
503.733 TOUCHSTONE MID CAP-INST #353   2020-02-20 2020-12-09
442.844 TRIBUTARY SMALL CO-INST PLUS #1705   2020-05-15 2020-12-09
95. VANGUARD MIDCAP VIPER   2020-02-14 2020-12-09
56. VERTEX PHARMACEUTICALS INC COM   2019-03-26 2020-12-09
24. VISA INC-CLASS A SHRS   2019-08-14 2020-12-09
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 2,940   2,640 300
b 9,679   9,804 -125
c 7,468   4,173 3,295
d 12,733   5,591 7,142
e 5,471   3,341 2,130
5,047   3,906 1,141
13,321   5,302 8,019
4,718   2,801 1,917
4,588   2,343 2,245
6,282   3,075 3,207
2,769   2,631 138
94,433   79,268 15,165
7,294   5,927 1,367
1,123   1,161 -38
23,400   22,286 1,114
25,714   24,863 851
434   420 14
5,123   2,352 2,771
4,577   2,508 2,069
4,475   728 3,747
3,563   4,678 -1,115
11,438   13,339 -1,901
6,281   7,024 -743
390   471 -81
42,195   51,767 -9,572
1,182   1,593 -411
74,613   74,142 471
62,898   62,237 661
32,748   32,644 104
9,393   9,411 -18
4,127   4,808 -681
2,960   4,044 -1,084
51,673   70,023 -18,350
297   411 -114
4,588   2,065 2,523
1,451   3,637 -2,186
1,934   4,450 -2,516
97   98 -1
13,244   10,192 3,052
78,451   70,352 8,099
9,544   9,774 -230
473   523 -50
74,248   80,675 -6,427
1,806   2,538 -732
20,580   20,710 -130
55,308   78,386 -23,078
5,264   6,685 -1,421
15,989   19,225 -3,236
8,822   10,303 -1,481
19,355   10,054 9,301
3,699   5,159 -1,460
740   612 128
24,193   4,028 20,165
60,205   69,742 -9,537
8,710   6,476 2,234
3,962   4,060 -98
4,008   4,642 -634
4,307   5,745 -1,438
1,077   1,340 -263
18,442   14,220 4,222
9,834   4,123 5,711
3,336   2,810 526
5,051   5,262 -211
3,679   4,128 -449
7,532   6,647 885
7,307   3,373 3,934
21,103   20,659 444
4,935   3,122 1,813
5,009   3,534 1,475
37,132   30,312 6,820
6,275   6,677 -402
26,581   25,648 933
86,845   86,884 -39
12,716   8,081 4,635
12,366   8,168 4,198
20,227   20,053 174
34,128   34,132 -4
7,544   6,714 830
9,377   8,270 1,107
5,230   4,015 1,215
22,436   21,192 1,244
13,077   8,813 4,264
19,371   17,641 1,730
12,459   10,588 1,871
5,016   4,193 823
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
      19,615
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       300
b       -125
c       3,295
d       7,142
e       2,130
      1,141
      8,019
      1,917
      2,245
      3,207
      138
      15,165
      1,367
      -38
      1,114
      851
      14
      2,771
      2,069
      3,747
      -1,115
      -1,901
      -743
      -81
      -9,572
      -411
      471
      661
      104
      -18
      -681
      -1,084
      -18,350
      -114
      2,523
      -2,186
      -2,516
      -1
      3,052
      8,099
      -230
      -50
      -6,427
      -732
      -130
      -23,078
      -1,421
      -3,236
      -1,481
      9,301
      -1,460
      128
      20,165
      -9,537
      2,234
      -98
      -634
      -1,438
      -263
      4,222
      5,711
      526
      -211
      -449
      885
      3,934
      444
      1,813
      1,475
      6,820
      -402
      933
      -39
      4,635
      4,198
      174
      -4
      830
      1,107
      1,215
      1,244
      4,264
      1,730
      1,871
      823
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 81,583
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 1,782
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 1,782
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 1,782
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 784
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.............. 7 784
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 9 998
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)
    bulletNC
    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 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
    WELLS FARGO BANK N A TRUSTEE
    1     		36,587    
    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
    2,824,080
    b
    Average of monthly cash balances.......................
    1b
    126,532
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,950,612
    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
    2,950,612
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    44,259
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,906,353
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    145,318
    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
    145,318
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,782
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,782
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    143,536
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    143,536
    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
    143,536
    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
    146,190
    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
    146,190
    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
    146,190
    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 7 143,536
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 109,062
    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$ 146,190
    a Applied to 2019, but not more than line 2a 109,062
    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..... 37,128
    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 ..........     		106,408
    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 e-mail address of the person to whom applications should be addressed:
    CENTER FOR SCHOLARSHIP ADMIN INC
    4320 WADE HAMPTON BLVD STE G
    TAYLORS,SC29687
    (864) 268-3363
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    JULY 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE RESIDENTS OF NEW JERSEY AND DEMONSTRATE SPECIAL CARE AND CONCERNS FOR SMALL ANIMALS AND A COMMITMENT TO PRACTICE SMALL ANIMAL MEDICINE.
    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
    JULIA BARNHART CO UNIVERSITY OF
    PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA19104     		NONE I SCHOLARSHIP 21,650
    CHANDLER NAVARA CO UNIVERSITY OF
    PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA19104     		NONE I SCHOLARSHIP 21,675
    MARIANNA WU CO UNIVERSITY OF
    PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA19104     		NONE I SCHOLARSHIP 21,675
    CASTLE OF DREAMS ANIMAL RESCUE
    95 WEST FRONT ST BOX 739
    KEYPORT,NJ07735     		NONE PC GENERAL SUPPORT 10,000
    ANIMAL CARE FUND
    PO BOX A E
    SMITHFIELD,PA188170129     		NONE PC GENERAL OPERATING 9,000
    OASIS ANIMAL SANCTUARY INC
    698 CENTRAL AVE
    FRANKLINVILLE,NJ083222049     		NONE PC GENERAL OPERATING 4,000
    SAVE - A FRIEND TO HOMELESS
    1010 ROUTE 601
    SKILLMAN,NJ08558     		NONE PC GENERAL SUPPORT 5,000
    PROGRESSIVE ANIMAL WELFARE ANIMAL SOCIET
    PO BOX 451
    ABERDEEN,WA985200104     		NONE PC GENERAL OPERATING 2,000
    FRIENDS OF THE STOKES SHELTER INC
    3167 ROSEBUD RD
    WALNUT COVE,NC270527851     		NONE PC GENERAL OPERATING 5,000
    FOR BULLIES SAKE BULLY BREED RESCUE
    43 C G SMITH RD
    PICAYUNE,MS394667612     		NONE PC GENERAL OPERATING 5,000
    PASSION FOR PAWS
    56 WOOD DUCK LN
    ARAPAHOE,NC285108508     		NONE PC GENERAL OPERATING 10,000
    NO STRAY LEFT BEHIND
    2741 EL CAMINO REAL
    Tustin,CA92782     		NONE PC GENERAL OPERATING 10,000
    LAWNS TO LAPS CAT RESCUE
    747 RIVERSIDE AVE
    LYNDHURST,NJ07071     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 130,000
    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 75,083  
    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 81,583  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 454  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   157,120  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    157,120
    (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:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    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:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Name of Stock End of Year Book Value End of Year Fair Market Value
    550021109 LULULEMON ATHLETICA 9,652 19,142
    G1151C101 ACCENTURE PLC 14,908 24,031
    00507V109 ACTIVISION BLIZZARD 9,295 19,034
    31620M106 FIDELITY NATL INFORM 7,484 10,185
    69354M108 PRA HEALTH SCIENCES 4,097 5,519
    518439104 ESTEE LAUDER COMPANI 7,215 14,108
    30303M102 FACEBOOK INC 26,187 50,535
    15135B101 CENTENE CORP DEL 9,571 12,546
    92826C839 VISA INC-CLASS A SHR 19,354 34,997
    983793100 XPO LOGISTICS INC 7,851 14,304
    169656105 CHIPOTLE MEXICAN GRI 7,680 15,254
    040413106 ARISTA NETWORKS INC 6,606 8,717
    90384S303 ULTA BEAUTY INC 6,031 7,179
    78409V104 S&P GLOBAL INC 3,118 5,917
    278865100 ECOLAB INC 8,975 12,116
    67066G104 NVIDIA CORP 13,564 46,998
    697435105 PALO ALTO NETWORKS I 7,099 14,571
    037833100 APPLE INC 30,382 127,780
    594918104 MICROSOFT CORP 20,108 74,733
    235851102 DANAHER CORP 10,399 22,436
    73278L105 POOL CORPORATION 10,690 24,213
    81762P102 SERVICENOW INC 7,132 14,862
    G66721104 NORWEGIAN CRUISE LIN 4,961 2,518
    13645T100 CANADIAN PAC RY LTD 12,700 19,761
    34964C106 FORTUNE BRANDS HOME 7,999 13,715
    11135F101 BROADCOM INC 16,579 31,525
    252131107 DEXCOM INC 8,283 22,923
    45866F104 INTERCONTINENTAL EXC 15,561 22,482
    02079K107 ALPHABET INC CL C 33,505 64,820
    09857L108 BOOKING HOLDINGS INC 15,486 20,045
    617446448 MORGAN STANLEY 10,144 18,503
    437076102 HOME DEPOT INC 9,990 17,531
    892356106 TRACTOR SUPPLY CO CO 10,373 19,400
    023135106 AMAZON COM INC COM 43,934 97,708
    016255101 ALIGN TECHNOLOGY INC 7,128 19,772
    893641100 TRANSDIGM GROUP INC 4,918 10,520
    64110L106 NETFLIX INC 9,608 24,333
    79466L302 SALESFORCE COM INC 12,099 24,256
    21036P108 CONSTELLATION BRANDS 8,224 10,514
    101137107 BOSTON SCIENTIFIC CO 5,725 7,693

    TY 2020 InvestmentsOtherSchedule2
    Name:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    46625H100 JPMORGAN CHASE & CO      
    016255101 ALIGN TECHNOLOGY INC      
    166764100 CHEVRON CORP      
    77956H435 T ROWE PR OVERSEAS S AT COST 81,873 98,520
    779919307 T ROWE PR REAL ESTAT      
    73278L105 POOL CORPORATION      
    30303M102 FACEBOOK INC      
    594918104 MICROSOFT CORP      
    907818108 UNION PACIFIC CORP      
    69354M108 PRA HEALTH SCIENCES      
    61174X109 MONSTER BEVERAGE COR      
    339128100 JP MORGAN MID CAP VA      
    85917K546 STERLING CAPITAL STR      
    12572Q105 CME GROUP INC      
    037833100 APPLE COMPUTER INC C      
    097023105 BOEING COMPANY      
    235851102 DANAHER CORP      
    45866F104 INTERCONTINENTALEXCH      
    518439104 ESTEE LAUDER COMPANI      
    09857L108 BOOKING HOLDINGS INC      
    172967424 CITIGROUP INC      
    277923264 EATON VANCE GLOB MAC      
    G50871105 JAZZ PHARMACEUTICALS      
    892356106 TRACTOR SUPPLY CO CO      
    04314H600 ARTISAN MID CAP FUND AT COST 68,343 101,847
    78409V104 S&P GLOBAL INC      
    252131107 DEXCOM INC      
    592905764 METROPOLITAN WEST T/ AT COST 264,461 278,398
    78463X863 SPDR DJ WILSHIRE INT      
    697435105 PALO ALTO NETWORKS I      
    90384S303 ULTA SALON COSMETICS      
    101137107 BOSTON SCIENTIFIC CO      
    17275R102 CISCO SYSTEMS INC      
    437076102 HOME DEPOT INC      
    11135F101 BROADCOM INC      
    87234N765 TCW EMRG MKTS INCM-I AT COST 121,874 130,450
    150870103 CELANESE CORP      
    893641100 TRANSDIGM GROUP INC      
    92826C839 VISA INC-CLASS A SHR      
    025083320 AMER CENT SMALL CAP      
    79466L302 SALESFORCE COM INC      
    G1151C101 ACCENTURE PLC      
    15135B101 CENTENE CORP DEL      
    084670702 BERSHIRE HATHAWAY IN      
    02079K107 ALPHABET INC/CA      
    46434G103 ISHARES CORE MSCI EM      
    023135106 AMAZON COM INC      
    191216100 COCA COLA CO      
    87612E106 TARGET CORP      
    91324P102 UNITEDHEALTH GROUP I      
    64110L106 NETFLIX.COM INC      
    20030N101 COMCAST CORP CLASS A      
    596278101 MIDDLEBY CORP      
    254687106 WALT DISNEY CO      
    21036P108 CONSTELLATION BRANDS      
    983793100 XPO LOGISTICS INC      
    34964C106 FORTUNE BRANDS HOME      
    92532F100 VERTEX PHARMACEUTICA      
    015351109 ALEXION PHARMACEUTIC      
    00143W859 INV OPP DEVELOP MRKT AT COST 90,817 133,079
    693390700 PIMCO TOTAL RET FD-I AT COST 150,153 156,573
    31620M106 FIDELITY NATL INFORM      
    00507V109 ACTIVISION BLIZZARD      
    67066G104 NVIDIA CORP      
    550021109 LULULEMON ATHLETICA      
    20605P101 CONCHO RESOURCES INC      
    31641Q755 FIDELITY NEW MRKTS I AT COST 62,902 65,568
    G66721104 NORWEGIAN CRUISE LIN      
    922908629 VANGUARD MIDCAP VIPE AT COST 163,717 228,894
    693390841 PIMCO HIGH YIELD FD-      
    040413106 ARISTA NETWORKS INC      
    89154Q562 TOUCHSTONE SANDS EM AT COST 97,045 100,152
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 336,332 356,158
    46090F100 INVESCO OPTIMUM YIEL AT COST 52,684 67,709
    89609H704 TRIBUTARY SMALL CO-I AT COST 44,273 66,499
    89155T649 TOUCHSTONE MID CAP-I AT COST 150,519 192,401
    27830W108 EV GL MACR ABS RTRN AT COST 61,163 61,323
    464287655 ISHARES RUSSELL 2000 AT COST 132,067 134,693

    TY 2020 LegalFeesSchedule
    Name:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 1,426     1,426


    TY 2020 OtherDecreasesSchedule
    Name:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Description Amount
    PY RETURN OF CAPITAL ADJ 118
    MUTUAL FUND TIMING ADJ 131
    COST BASIS ADJUSTMENT 130
    ROC ADJ ON CY SALES 237


    TY 2020 OtherIncomeSchedule2
    Name:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 454 14  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP ADMIN FEES 4,550     4,550


    TY 2020 TaxesSchedule
    Name:
    1992 TIPGOOMOOGUS MEMORIAL TRUST
    EIN:
    82-1757564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 240 240   0
    FEDERAL ESTIMATES - PRINCIPAL 458 0   0
    FOREIGN TAXES ON NONQUALIFIED 67 67   0