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
TW EFIRD L & MARIA F HINE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 29522
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27626
A Employer identification number

51-0191041
B Telephone number (see instructions)

(919) 716-7347
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,574,841J 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... 81,885 81,726  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,934
b Gross sales price for all assets on line 6a 3,059,157
7 Capital gain net income (from Part IV, line 2)... 45,934
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........ 127,819 127,660  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,840 29,840    
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 750 750 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,480 2,018   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.......... 43,070 32,608 0 0
25 Contributions, gifts, grants paid....... 143,242 143,242
26 Total expenses and disbursements. Add lines 24 and 25 186,312 32,608 0 143,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -58,493
b Net investment income (if negative, enter -0-) 95,052
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......... 163,701 64,996 64,996
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,793,492 Click to see attachment3,819,051 4,509,845
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,957,193 3,884,047 4,574,841
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,957,193 3,884,047
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,957,193 3,884,047
30 Total liabilities and net assets/fund balances (see instructions). 3,957,193 3,884,047
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,957,193
2
Enter amount from Part I, line 27a .....................
2
-58,493
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,808
4
Add lines 1, 2, and 3 ..........................
4
3,900,508
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
16,461
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,884,047
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 1945.807 AMERICAN BEACON BRIDGEWAY LARGE CAP VALUE FUND CL R5 #3416   2019-12-06 2020-01-21
b 698.568 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2016-11-15 2020-01-21
c 1572.506 CARILLON CLARIVEST CAPITAL APPRECIATION FUND CLASS I #3852     2020-01-21
d 3193.569 FIDELITY LARGE CAP GROWTH INDEX FUND #2826     2020-01-21
e 5827.004 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999   2018-07-11 2020-01-21
642.82 WCM FOCUSED INTERNATIONAL GROWTH FUND #840   2018-07-11 2020-01-21
56. ISHARES RUSSELL MID-CAP VALUE ETF     2020-01-21
713. ISHARES MSCI ACWI ETF     2020-01-21
300.08 JPMORGAN VALUE ADVANTAGE FUND CLASS R6 #2336   2019-12-06 2020-01-21
421.215 LAZARD INTERNATIONAL EQUITY INST #632   2016-11-15 2020-01-21
845.302 MFS MID CAP VALUE R6 #4837     2020-01-21
868.035 JACKSON SQUARE SMID-CAP GROWTH FUND - IS CLASS #196     2020-01-21
1268.8 MORGAN STANLEY INST GROWTH IR #8708   2019-12-06 2020-01-21
66.216 PIMCO STOCKSPLUS INTERNATIONAL FUND U.S. DOLLAR-HEDGED INST #32   2017-11-10 2020-01-21
508.665 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-01-21
524.482 WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6 #4662     2020-01-21
3.575 VANGUARD EQUITY INCOME FUND ADM #565   2020-01-21 2020-01-27
880. ISHARES RUSSELL MID-CAP VALUE ETF     2020-03-06
26.449 NUANCE MID CAP VALUE FUND CLASS Z   2020-01-21 2020-03-06
31.213 BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO CLASS K #1943   2020-01-21 2020-03-11
655. ISHARES RUSSELL MID-CAP GROWTH ETF     2020-03-11
3607.064 AMERICAN BEACON GARCIA HAMILTON QUALITY BOND FUND CL R5 #4851   2018-07-11 2020-03-16
4897.285 BAIRD AGGREGATE BOND FUND INST #72     2020-03-16
415.728 FIDELITY LARGE CAP GROWTH INDEX FUND #2826   2019-12-06 2020-03-16
1523.416 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999   2018-07-11 2020-03-16
3836.092 WELLS FARGO CORE BOND FUND CLASS R6 #4657   2017-09-27 2020-03-16
218.979 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830   2020-01-21 2020-03-19
6.067 T ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GROWTH FUND #148   2020-01-21 2020-03-19
4.11 MORGAN STANLEY INST GROWTH IR #8708   2019-12-06 2020-03-19
293.233 VICTORY INTEGRITY DISCOVERY FUND CLASS Y   2019-02-28 2020-03-19
118.866 VICTORY INTEGRITY DISCOVERY FUND CLASS Y     2020-03-19
1403.202 PIMCO STOCKSPLUS INTERNATIONAL FUND U.S. DOLLAR-HEDGED INST #   2020-03-16 2020-03-23
7605.509 PIMCO STOCKSPLUS INTERNATIONAL FUND U.S. DOLLAR-HEDGED INST #     2020-03-23
187.723 PIMCO STOCKSPLUS INTERNATIONAL FUND UNHEDGED INST #321   2020-03-23 2020-03-26
466.219 VICTORY INTEGRITY DISCOVERY FUND CLASS Y     2020-03-27
3747.915 AMERICAN BEACON BRIDGEWAY LARGE CAP VALUE FUND CL R5 #3416     2020-04-06
950.262 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2016-11-15 2020-04-06
1780.737 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2016-11-15 2020-04-06
331.228 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6 #   2019-02-28 2020-04-06
631.342 ASHMORE EMERGING MARKETS ACTIVE EQUITY FUND - INST   2020-01-21 2020-04-07
328.85 BALLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K   2020-01-21 2020-04-07
6.372 FEDERATED HERMES MDT SMALL CAP CORE FUND   2020-01-21 2020-04-07
812.261 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830   2020-01-21 2020-04-07
52.37 JPMORGAN VALUE ADVANTAGE FUND CLASS R6 #2336   2019-12-06 2020-04-07
195.483 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-02-28 2020-04-07
230.259 TIAA-CREF EMERGING MARKETS EQUITY INDEX FUND INST #2245   2019-02-28 2020-04-07
545.706 TIAA-CREF EMERGING MARKETS EQUITY INDEX FUND INST #2245   2016-11-15 2020-04-07
708.752 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2016-11-15 2020-04-29
170.074 FEDERATED HERMES MDT SMALL CAP CORE FUND   2020-01-21 2020-04-29
189.343 FIDELITY MID CAP VALUE INDEX FUND #3404   2020-03-06 2020-04-29
596.132 FIDELITY MID CAP GROWTH INDEX FUND #3403   2020-03-11 2020-04-29
1011.898 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830   2020-01-21 2020-04-29
211.329 FIDELITY LARGE CAP GROWTH INDEX FUND #2826   2019-12-06 2020-04-29
348.857 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6 #   2019-02-28 2020-04-29
255.444 MORGAN STANLEY INST GROWTH IR #8708     2020-04-29
370.443 PEAR TREE POLARIS FOREIGN VALUE FUND CL R6 #8896   2018-07-11 2020-04-29
1360.959 PEAR TREE POLARIS FOREIGN VALUE FUND CL R6 #8896   2018-07-11 2020-04-29
745.373 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-02-28 2020-04-29
5.723 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2019-02-28 2020-04-29
519.472 CARILLON CLARIVEST CAPITAL APPRECIATION FUND CLASS I #3852   2019-12-06 2020-05-15
4821.854 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830     2020-05-15
2615.323 FIDELITY LARGE CAP GROWTH INDEX FUND #2826   2019-12-06 2020-05-15
150.081 T ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GROWTH FUND #148   2020-01-21 2020-05-15
606.632 JPMORGAN VALUE ADVANTAGE FUND CLASS R6 #2336   2019-12-06 2020-05-15
178.276 MORGAN STANLEY INST GROWTH IR #8708   2019-12-09 2020-05-15
92.722 VANGUARD EQUITY INCOME FUND ADM #565   2020-01-21 2020-05-15
44.607 FIDELITY LARGE CAP GROWTH INDEX FUND #2826   2019-12-06 2020-05-19
7.665 T ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GROWTH FUND #148   2020-01-21 2020-05-19
9741.845 AMERICAN BEACON GARCIA HAMILTON QUALITY BOND FUND CL R5 #4851   2018-07-11 2020-07-13
4786.414 BAIRD AGGREGATE BOND FUND INST #72   2015-05-22 2020-07-13
437.388 BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO CLASS K #1943   2020-01-21 2020-07-13
349.867 CARILLON CLARIVEST CAPITAL APPRECIATION FUND CLASS I #3852     2020-07-13
748.951 COLUMBIA SMALL CAP INDEX FUND INTL #444     2020-07-13
114.444 FEDERATED HERMES MDT SMALL CAP CORE FUND   2019-08-13 2020-07-13
142.571 FEDERATED HERMES MDT SMALL CAP CORE FUND     2020-07-13
5694.283 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830   2019-12-06 2020-07-13
2530.926 FIDELITY LARGE CAP GROWTH INDEX FUND #2826     2020-07-13
4427.845 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999     2020-07-13
7291.313 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999   2018-07-11 2020-07-13
353.698 T ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GROWTH FUND #148   2020-01-21 2020-07-13
379.872 JPMORGAN VALUE ADVANTAGE FUND CLASS R6 #2336   2019-12-06 2020-07-13
178.555 MFS MID CAP VALUE R6 #4837   2017-09-27 2020-07-13
818.336 MFS MID CAP VALUE R6 #4837   2017-09-27 2020-07-13
780.54 NUANCE MID CAP VALUE FUND CLASS Z   2020-01-21 2020-07-13
530.124 JACKSON SQUARE SMID-CAP GROWTH FUND - IS CLASS #196   2019-02-28 2020-07-13
206.288 JACKSON SQUARE SMID-CAP GROWTH FUND - IS CLASS #196   2019-08-13 2020-07-13
233.5 MORGAN STANLEY INST GROWTH IR #8708     2020-07-13
679.606 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-02-28 2020-07-13
34.928 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-02-28 2020-07-13
114.644 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-07-13
231.45 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2019-08-13 2020-07-13
124.633 VANGUARD EQUITY INCOME FUND ADM #565   2020-01-21 2020-07-13
292.971 WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6 #4662   2016-11-15 2020-07-13
4841.655 WELLS FARGO CORE BOND FUND CLASS R6 #4657   2017-09-27 2020-07-13
1249.325 ASHMORE EMERGING MARKETS ACTIVE EQUITY FUND - INST     2020-07-29
599.639 BALLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K     2020-07-29
297.143 BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO CLASS K #1943   2020-01-21 2020-07-29
2129.543 FIDELITY MID CAP GROWTH INDEX FUND #3403   2020-07-13 2020-07-29
16657.958 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830     2020-07-29
10509.141 FIDELITY LARGE CAP GROWTH INDEX FUND #2826     2020-07-29
1198.5 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #4     2020-07-29
298.787 JACKSON SQUARE SMID-CAP GROWTH FUND - IS CLASS #196   2019-08-13 2020-07-29
110.488 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2019-08-13 2020-07-29
21.844 T ROWE PRICE EMERGING MARKETS STOCK FUND CLASS I #531   2017-04-24 2020-07-29
977.683 FIDELITY LARGE CAP GROWTH INDEX FUND #2826   2019-12-09 2020-08-27
188.41 T ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GROWTH FUND #148   2020-07-29 2020-08-27
251. ISHARES RUSSELL TOP 200 GROWTH ETF   2020-07-13 2020-08-27
225.772 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2019-08-13 2020-10-05
62.095 BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO CLASS K #1943   2020-01-21 2020-10-05
18.013 COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I #1260   2020-07-29 2020-10-05
624.583 COLUMBIA SMALL CAP INDEX FUND INTL #444     2020-10-05
941.774 COLUMBIA SMALL CAP INDEX FUND INTL #444     2020-10-05
579.972 FEDERATED HERMES MDT SMALL CAP CORE FUND   2019-08-13 2020-10-05
5.149 FEDERATED HERMES MDT SMALL CAP CORE FUND   2019-08-13 2020-10-05
461.595 FIDELITY MID CAP VALUE INDEX FUND #3404     2020-10-05
253.976 FIDELITY MID CAP GROWTH INDEX FUND #3403     2020-10-05
10910.793 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830     2020-10-05
7183.979 FIDELITY LARGE CAP GROWTH INDEX FUND #2826     2020-10-05
648.972 WCM FOCUSED INTERNATIONAL GROWTH FUND #840   2019-08-13 2020-10-05
3770.448 JPMORGAN VALUE ADVANTAGE FUND CLASS R6 #2336     2020-10-05
4.716 LAZARD INTERNATIONAL EQUITY INST #632   2019-08-13 2020-10-05
10.042 PEAR TREE POLARIS FGN VAL SM CAP R6 #1046   2018-07-11 2020-10-05
635.47 PIMCO STOCKSPLUS SMALL FUND - INST #1885     2020-10-05
130.586 PIMCO STOCKSPLUS SMALL FUND - INST #1885     2020-10-05
1332.938 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-08-13 2020-10-05
21.454 PRINCIPAL REAL ESTATE SECURITIES FUND - R6 #4269   2020-07-29 2020-10-05
12.219 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2019-08-13 2020-10-05
791.05 VANGUARD EQUITY INCOME FUND ADM #565   2020-01-21 2020-10-05
13.788 VANGUARD EQUITY INCOME FUND ADM #565   2020-01-21 2020-10-05
51.237 WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS R6 #4662   2016-11-15 2020-10-05
35.687 COLUMBIA SMALL CAP INDEX FUND INTL #444   2020-03-16 2020-10-06
177.944 FIDELITY LARGE CAP VALUE INDEX FUND - INST PR #2830   2020-03-16 2020-10-06
147.846 FIDELITY LARGE CAP GROWTH INDEX FUND #2826   2020-04-07 2020-10-06
69.529 JPMORGAN VALUE ADVANTAGE FUND CLASS R6 #2336   2020-03-16 2020-10-06
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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    
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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 53,140   53,763 -623
b 9,759   8,152 1,607
c 78,987   74,642 4,345
d 58,602   54,614 3,988
e 55,240   54,832 408
12,490   10,427 2,063
5,380   5,153 227
57,645   55,432 2,213
11,184   11,364 -180
7,902   6,693 1,209
21,682   19,965 1,717
21,562   20,604 958
64,049   64,709 -660
539   569 -30
49,783   39,707 10,076
22,280   18,510 3,770
282   288 -6
72,512   80,692 -8,180
324   363 -39
839   1,007 -168
85,576   96,303 -10,727
35,746   35,710 36
55,927   53,175 2,752
5,683   7,109 -1,426
14,183   14,335 -152
51,442   49,525 1,917
1,973   2,921 -948
236   311 -75
163   210 -47
5,938   10,855 -4,917
2,407   4,430 -2,023
7,311   7,451 -140
39,625   63,630 -24,005
841   717 124
10,103   12,963 -2,860
70,723   97,277 -26,554
10,177   11,090 -913
19,072   20,781 -1,709
2,832   3,736 -904
5,600   7,286 -1,686
5,403   7,248 -1,845
85   129 -44
8,082   10,836 -2,754
1,392   1,983 -591
1,255   1,901 -646
2,088   2,512 -424
4,950   4,873 77
8,179   8,271 -92
2,745   3,444 -699
3,198   3,507 -309
11,714   10,724 990
11,141   13,499 -2,358
3,656   3,614 42
3,356   3,935 -579
13,937   13,011 926
3,197   4,314 -1,117
11,745   15,849 -4,104
5,799   7,248 -1,449
494   503 -9
24,384   24,654 -270
49,424   64,211 -14,787
45,742   44,722 1,020
7,450   7,684 -234
16,373   22,973 -6,600
10,939   9,067 1,872
5,950   7,465 -1,515
794   763 31
388   392 -4
100,341   96,444 3,897
56,719   51,645 5,074
14,600   14,115 485
18,382   16,554 1,828
13,923   17,780 -3,857
1,925   2,141 -216
2,398   2,733 -335
62,751   75,791 -13,040
49,758   43,519 6,239
42,153   41,971 182
69,413   68,611 802
19,846   18,109 1,737
11,248   14,386 -3,138
3,734   4,190 -456
17,111   19,205 -2,094
9,546   10,725 -1,179
14,806   12,564 2,242
5,762   4,881 881
17,272   11,863 5,409
5,471   6,608 -1,137
281   340 -59
10,727   9,473 1,254
21,657   21,895 -238
8,500   10,034 -1,534
9,920   10,309 -389
67,880   62,507 5,373
13,880   13,739 141
13,270   12,867 403
10,608   9,589 1,019
49,448   46,488 2,960
192,566   221,327 -28,761
211,549   179,454 32,095
11,985   11,108 877
8,868   7,069 1,799
10,956   10,452 504
1,028   795 233
21,861   16,660 5,201
11,883   10,839 1,044
31,766   28,798 2,968
4,021   3,109 912
2,336   2,004 332
281   275 6
12,898   13,898 -1,000
19,448   16,445 3,003
10,758   10,851 -93
96   96  
8,798   8,555 243
6,164   5,559 605
129,184   116,415 12,769
156,754   120,904 35,850
14,206   11,195 3,011
118,694   122,053 -3,359
84   82 2
96   116 -20
5,687   6,293 -606
1,169   1,216 -47
11,930   12,268 -338
546   537 9
1,271   1,156 115
56,900   63,687 -6,787
992   1,110 -118
1,926   1,803 123
736   520 216
2,087   1,616 471
3,171   2,286 885
2,167   1,728 439
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
      42,865
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       -623
b       1,607
c       4,345
d       3,988
e       408
      2,063
      227
      2,213
      -180
      1,209
      1,717
      958
      -660
      -30
      10,076
      3,770
      -6
      -8,180
      -39
      -168
      -10,727
      36
      2,752
      -1,426
      -152
      1,917
      -948
      -75
      -47
      -4,917
      -2,023
      -140
      -24,005
      124
      -2,860
      -26,554
      -913
      -1,709
      -904
      -1,686
      -1,845
      -44
      -2,754
      -591
      -646
      -424
      77
      -92
      -699
      -309
      990
      -2,358
      42
      -579
      926
      -1,117
      -4,104
      -1,449
      -9
      -270
      -14,787
      1,020
      -234
      -6,600
      1,872
      -1,515
      31
      -4
      3,897
      5,074
      485
      1,828
      -3,857
      -216
      -335
      -13,040
      6,239
      182
      802
      1,737
      -3,138
      -456
      -2,094
      -1,179
      2,242
      881
      5,409
      -1,137
      -59
      1,254
      -238
      -1,534
      -389
      5,373
      141
      403
      1,019
      2,960
      -28,761
      32,095
      877
      1,799
      504
      233
      5,201
      1,044
      2,968
      912
      332
      6
      -1,000
      3,003
      -93
       
      243
      605
      12,769
      35,850
      3,011
      -3,359
      2
      -20
      -606
      -47
      -338
      9
      115
      -6,787
      -118
      123
      216
      471
      885
      439
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 45,934
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 1,321
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 1,321
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 1,321
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,820
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 6,820
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 5,499
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,324 RefundedBullet 11 4,175
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 addressbullet  
    14
    The books are in care ofbulletFIRST CITIZENS BANK Telephone no.bullet (919) 716-7347

    Located atbulletP O BOX 29522RALEIGHNC ZIP+4bullet27626
    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
    FIRST CITIZENS BANK TRUSTEE
    1     		29,840    
    PO BOX 29522
    RALEIGH,NC27626
    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
    3,927,723
    b
    Average of monthly cash balances.......................
    1b
    112,947
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,040,670
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,040,670
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    60,610
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,980,060
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    199,003
    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
    199,003
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,321
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,321
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    197,682
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    197,682
    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
    197,682
    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
    143,242
    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
    143,242
    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
    143,242
    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 7 197,682
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 143,242
    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$ 143,242
    a Applied to 2019, but not more than line 2a 143,242
    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..... 0
    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 ..........     		197,682
    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
    AUGSBURG EVANGELICAL LUTHERAN CHURCH
    ATTN KRISTIN ANDREWS
    845 WEST FIFTH STREET
    WINSTONSALEM,NC27101     		NONE PC GENERAL FUNDING 143,242
    Total .................................bullet 3a 143,242
    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 81,885  
    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 45,934  
    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)..   127,819  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    127,819
    (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:
    TW EFIRD L & MARIA F HINE CHARITABLE TRUST
    EIN:
    51-0191041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 750 750    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TW EFIRD L & MARIA F HINE CHARITABLE TRUST
    EIN:
    51-0191041
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN INTERNATIONAL SMALL-MI AT COST 18,005 27,136
    ASHMORE EMERGING MARKETS ACTIV AT COST 55,501 70,307
    BALLIE GIFFORD EMERGING MARKET AT COST 51,516 69,145
    ISHARES MSCI EAFE INTERNATIONA AT COST 110,995 143,925
    BLACKROCK MID-CAP GROWTH EQUIT AT COST 25,563 36,759
    CARILLON CLARIVEST CAPITAL APP AT COST 105,632 114,287
    COHEN & STEERS REAL ESTATE SEC AT COST 18,495 19,716
    COLUMBIA SELECT LARGE CAP VALU AT COST 89,471 96,096
    DIAMOND HILL LARGE CAP FUND CL AT COST 69,774 75,803
    FEDERATED HERMES MDT SMALL CAP AT COST 18,603 28,803
    FIDELITY MID CAP VALUE INDEX F AT COST 188,666 231,331
    FIDELITY MID CAP GROWTH INDEX AT COST 101,129 158,180
    GOLDMAN SACHS INTERNATIONAL SM AT COST 27,410 32,986
    GOLDMAN SACHS EMERGING MARKETS AT COST 43,392 52,814
    T ROWE PRICE INSTITUTIONAL LAR AT COST 98,301 120,421
    WCM FOCUSED INTERNATIONAL GROW AT COST 76,197 114,825
    ISHARES RUSSELL TOP 200 VALUE AT COST 332,939 385,961
    ISHARES RUSSELL TOP 200 GROWTH AT COST 417,222 494,643
    LAZARD INTERNATIONAL EQUITY IN AT COST 81,318 101,369
    MFS MID CAP VALUE R6 #4837 AT COST 49,349 59,296
    MAINSTAY CBRE GLOBAL INFRASTRU AT COST 18,247 19,209
    NUANCE MID CAP VALUE FUND CLAS AT COST 41,766 44,216
    JACKSON SQUARE SMID-CAP GROWTH AT COST 22,264 36,546
    MORGAN STANLEY INST GROWTH IR AT COST 65,877 101,140
    NUVEEN GLOBAL INFRASTRUCTURE F AT COST 18,844 19,728
    PEAR TREE POLARIS FGN VAL SM C AT COST 24,078 27,224
    PEAR TREE POLARIS FOREIGN VALU AT COST 114,721 130,483
    PIMCO STOCKSPLUS INTERNATIONAL AT COST 58,050 97,183
    PIMCO STOCKSPLUS SMALL FUND - AT COST 22,391 37,380
    PRINCIPAL REAL ESTATE SECURITI AT COST 26,567 27,678
    PROSHARES TR DJ BROOKFIELD GLO AT COST 9,664 9,734
    T ROWE PRICE MID-CAP GROWTH FU AT COST 27,626 36,376
    T ROWE PRICE EMERGING MARKETS AT COST 40,795 55,765
    TIAA-CREF EMERGING MARKETS EQU AT COST 60,963 81,948
    VANGUARD EQUITY INCOME FUND AD AT COST 74,159 84,285
    VANGUARD SCOTTSDALE FDS VNG RU AT COST 39,404 52,229
    WELLS FARGO SPECIAL MID CAP VA AT COST 40,564 50,233
    AMERICAN BEACON GARCIA HAMILTO AT COST 167,051 169,146
    BAIRD AGGREGATE BOND FUND INST AT COST 321,203 342,457
    VANGUARD SHORT TERM BOND INDEX AT COST 350,686 350,070
    WELLS FARGO CORE BOND FUND CLA AT COST 294,653 303,012

    TY 2020 OtherDecreasesSchedule
    Name:
    TW EFIRD L & MARIA F HINE CHARITABLE TRUST
    EIN:
    51-0191041
    Description Amount
    2020 TRANS POSTED IN 2021 1,179
    COST BASIS ADJUSTMENT - WASH SALE 15,267
    ROUNDING 15


    TY 2020 OtherIncreasesSchedule
    Name:
    TW EFIRD L & MARIA F HINE CHARITABLE TRUST
    EIN:
    51-0191041
    Description Amount
    2019 TRANS POSTED IN 2020 1,649
    COST BASIS ADJUSTMENT - ROC 159


    TY 2020 TaxesSchedule
    Name:
    TW EFIRD L & MARIA F HINE CHARITABLE TRUST
    EIN:
    51-0191041
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 3,642 0   0
    FEDERAL ESTIMATES - PRINCIPAL 6,820 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,847 1,847   0
    FOREIGN TAXES ON NONQUALIFIED 171 171   0