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
ALLAN NEUSTADT CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)7557 RAMBLER ROAD SUITE 268
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752312390
A Employer identification number

73-6300551
B Telephone number (see instructions)

(214) 891-5969
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$973,069J 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... 9,587 9,587  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,983
b Gross sales price for all assets on line 6a 456,738
7 Capital gain net income (from Part IV, line 2)... 25,983
8 Net short-term capital gain.........  
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........ 35,570 35,570  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,325 1,325   0
c Other professional fees (attach schedule).... Click to see attachment 7,251 7,251   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34 34   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,610 8,610   0
25 Contributions, gifts, grants paid....... 78,750 78,750
26 Total expenses and disbursements. Add lines 24 and 25 87,360 8,610   78,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -51,790
b Net investment income (if negative, enter -0-) 26,960
c Adjusted net income (if negative, enter -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............. 328 739 739
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 506,583 Click to see attachment450,853 972,330
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)..........      
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) 506,911 451,592 973,069
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 506,911 451,592
29 Total net assets or fund balances (see instructions)..... 506,911 451,592
30 Total liabilities and net assets/fund balances (see instructions). 506,911 451,592
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
506,911
2
Enter amount from Part I, line 27a .....................
2
-51,790
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
455,121
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,529
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
451,592
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 ACCENTURE PLC 90SH P 2020-04-16 2020-01-11
b ADOBE SYSTEMS INCORPORATED COM 15SH P 2019-09-20 2020-08-26
c ALIBABA GROUP HOLDING LTD SPON ADSEARCH 60SH P 2020-02-27 2020-05-28
d ALIBABA GROUP HOLDING LTD SPON ADSEARCH 15SH P 2020-04-01 2020-05-28
e CHURCH & DWIGHT COM 25SH P 2019-09-10 2020-07-13
CIGNA CORP NEW COM 80SH P 2020-06-12 2020-09-08
CISCO SYS INC COM 275SH P 2019-09-26 2020-02-27
CISCO SYS INC COM 150SH P 2019-10-10 2020-02-27
CISCO SYS INC COM 25SH P 2019-10-21 2020-02-27
CISCO SYS INC COM 125SH P 2019-11-14 2020-02-27
DISNEY WALT CO 150 SH P 2019-04-12 2020-02-27
EOG RESOURCES INC 150 SH P 2019-10-21 2020-04-06
INTUIT INC 30 SH P 2019-11-22 2020-08-13
MEDTRONIC PLC 25 SH P 2019-04-04 2020-02-06
MOTOROLA SOLUTIONS IN COM 35 SH P 2019-10-24 2020-08-27
NIKE INC CLASS B COMNPV 150 SH P 2019-08-26 2020-05-28
OMNICOM GROUP INC COM 125 SH P 2020-06-08 2020-11-12
OMNICOM GROUP INC COM 75 SH P 2020-06-09 2020-11-12
OMNICOM GROUP INC COM 125 SH P 2020-06-11 2020-01-11
PHILLIPS 66 COM 265 SH P 2020-06-30 2020-11-12
PHILLIPS 66 COM 100 SH P 2020-08-27 2020-11-12
PHILLIPS 66 COM 50 SH P 2020-08-28 2020-11-12
PROSHARES TR SHORT S&P 500 NE 2450 SH P 2020-04-01 2020-04-17
UNION PAC CORP COM 100 SH P 2019-11-04 2020-04-01
WALMART INC COM 25 SH P 2020-01-23 2020-03-19
WALMART INC COM 25 SH P 2020-01-23 2020-08-27
WALMART INC COM 25 SH P 2020-01-23 2020-09-04
ALPHABET INC CAP STKCL C 3SH P 2016-04-22 2020-01-16
ALPHABET INC CAP STKCL C 3SH P 2019-06-06 2020-07-29
CABOT OIL & GAS CORPCOM 300SH P 2011-04-26 2020-02-27
CABOT OIL & GAS CORPCOM 25SH P 2012-01-20 2020-02-27
CDW CORP COM 10 SH P 2014-12-16 2020-01-16
CDW CORP COM 20SH P 2014-12-16 2020-01-17
CHURCH & DWIGHT COM 40 SH P 2019-02-05 2020-02-06
CHURCH & DWIGHT COM 75SH P 2019-02-05 2020-08-06
CIGNA CORP NEW COM 25SH P 2019-01-22 2020-01-31
CINTAS CORP 60 SH P 2019-03-25 2020-04-02
CVS HEALTH CORPORATION COM 100SH P 2018-08-09 2020-01-31
CVS HEALTH CORPORATION COM 25SH P 2018-08-09 2020-02-26
CVS HEALTH CORPORATION COM 225SH P 2019-01-28 2020-02-26
EOG RESOURCES INC 50SH P 2011-10-26 2020-04-06
HOME DEPOT INC 35SH P 2018-12-10 2020-08-31
HOME DEPOT INC 25SH P 2018-12-10 2020-02-06
JOHNSON & JOHNSON COM 25 SH P 2018-01-23 2020-02-06
JPMORGAN CHASE & CO COM 25 SH P 2013-08-15 2020-02-06
MARRIOT INTERNATIONAL IN COM 125SH P 2016-03-24 2020-03-18
MARRIOT INTERNATIONAL IN COM 25SH P 2016-04-01 2020-03-18
MCDONALDS CORP 50SH P 2018-07-16 2020-06-30
MCDONALDS CORP 50SH P 2018-07-26 2020-06-30
MEDTRONIC PLC 75 SH P 2019-04-04 2020-08-06
MEDTRONIC PLC 50 SH P 2019-04-08 2020-08-07
MEDTRONIC PLC 75SH P 2019-04-04 2020-07-13
ZIMMER BIOMET HLDGS INC COM 5SH P 2016-11-23 2020-02-04
ZIMMER BIOMET HLDGS INC COM 45SH P 2017-01-05 2020-02-04
ZIMMER BIOMET HLDGS INC COM 75SH P 2016-11-22 2020-04-01
ZIMMER BIOMET HLDGS INC COM 20SH P 2016-11-23 2020-04-01
APPLE INC COM 4SH P 2010-04-12 2020-01-21
APPLE INC COM 25SH P 2010-05-05 2020-01-21
APPLE INC COM 21SH P 2010-04-12 2020-02-06
EOG RESOURCES INC 150 SH P 2009-12-07 2020-04-06
FISERV INC 50SH P 2009-10-01 2020-02-06
(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 21,455   15,201 6,254
b 7,807   4,160 3,647
c 12,044   12,397 -353
d 3,011   2,830 181
e 2,073   1,789 284
13,961   15,361 -1,400
11,374   13,374 -2,000
6,204   6,890 -686
1,034   1,185 -151
5,170   5,607 -437
18,191   19,476 -1,285
5,876   10,023 -4,147
9,241   7,769 1,472
3,026   2,230 796
5,313   5,673 -360
14,933   12,257 2,676
7,052   7,728 -676
4,231   4,618 -387
7,052   6,851 201
14,817   18,564 -3,747
5,591   6,011 -420
2,796   3,066 -270
60,751   70,407 -9,656
13,502   17,532 -4,030
3,090   2,888 202
3,419   2,888 531
14,126   11,552 2,574
4,338   2,164 2,174
4,548   3,114 1,434
4,178   4,107 71
348   390 -42
1,438   335 1,103
2,735   669 2,066
2,958   2,417 541
7,134   4,531 2,603
4,815   4,840 -25
9,767   11,779 -2,012
6,778   6,867 -89
1,581   1,717 -136
14,232   14,541 -309
1,959   2,185 -226
9,987   5,982 4,005
5,979   4,273 1,706
3,841   3,562 279
3,445   1,332 2,113
6,324   8,674 -2,350
1,265   1,683 -418
9,142   7,926 1,216
9,142   7,792 1,350
7,251   6,690 561
4,904   4,424 480
6,978   6,690 288
792   504 288
7,124   4,714 2,410
6,825   7,547 -722
1,820   2,018 -198
1,270   139 1,131
7,939   910 7,029
6,821   728 6,093
5,876   6,589 -713
6,064   595 5,469
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       6,254
b       3,647
c       -353
d       181
e       284
      -1,400
      -2,000
      -686
      -151
      -437
      -1,285
      -4,147
      1,472
      796
      -360
      2,676
      -676
      -387
      201
      -3,747
      -420
      -270
      -9,656
      -4,030
      202
      531
      2,574
      2,174
      1,434
      71
      -42
      1,103
      2,066
      541
      2,603
      -25
      -2,012
      -89
      -136
      -309
      -226
      4,005
      1,706
      279
      2,113
      -2,350
      -418
      1,216
      1,350
      561
      480
      288
      288
      2,410
      -722
      -198
      1,131
      7,029
      6,093
      -713
      5,469
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 25,983
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................................ 1 375
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........................... 3 375
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- ..... 5 375
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,120
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
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 10 745
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet400 RefundedBullet 11 345
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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)
    bulletTX
    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 ofbulletJANENE FOSTER Telephone no.bullet (214) 891-5969

    Located atbullet7557 RAMBLER ROAD SUITE 1425DALLASTX ZIP+4bullet752312390
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALLAN NEUSTADT CO TRUSTEE
    2.00     		0 0 0
    7557 RAMBLER ROAD STE 268
    DALLAS,TX75231
    JULIE ASHCRAFT CO TRUSTEE
    1.00     		0 0 0
    7557 RAMBLER ROAD STE 268
    DALLAS,TX75231
    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 N/A 0
    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.........................bullet0
    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
    833,759
    b
    Average of monthly cash balances.......................
    1b
    21,899
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    855,658
    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
    855,658
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,835
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    842,823
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    42,141
    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
    42,141
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    375
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    375
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,766
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    41,766
    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
    41,766
    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
    78,750
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    78,750
    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
    78,750
    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 41,766
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 976
    b From 2016...... 380
    c From 2017...... 24,018
    d From 2018...... 1,424
    e From 2019...... 3,781
    fTotal of lines 3a through e........ 30,579
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 78,750
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 41,766
    e Remaining amount distributed out of corpus 36,984
    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 67,563
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		976
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		66,587
    10 Analysis of line 9:
    a Excess from 2016.... 380
    b Excess from 2017.... 24,018
    c Excess from 2018.... 1,424
    d Excess from 2019.... 3,781
    e Excess from 2020.... 36,984
    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 e-mail address of the person to whom applications should be addressed:
    ALLAN NEUSTADT
    7814 CORNERSTONE PARKWAY
    DALLAS,TX75225
    (214) 891-5969
    bThe form in which applications should be submitted and information and materials they should include:
    INQUIRIES ARE RECEIVED BY PHONE OR LETTER. EACH IS CONSIDERED INDIVIDUALLY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    WEST MT YOUTH ADVOCACY COALITION
    BOX 1761
    MCCALL,ID83638     		N/A PUBLIC CHARITY CHARITABLE 2,000
    AMERICAN HEART ASSOCIATION
    BOX 78851
    PHOENIX,AZ85062     		N/A PUBLIC CHARITY CHARITABLE 100
    AMERICAN RED CROSS - DALLAS
    4800 HARRY HINES BLVD
    DALLAS,TX752357717     		N/A PUBLIC CHARITY CHARITABLE 500
    ARDMORE DAY NURSERY
    320 D NW
    ARDMORE,OK73401     		N/A PUBLIC CHARITY CHARITABLE 500
    CAMP SUMMIT
    17210 CAMPBELL RD 180 W
    DALLAS,TX75252     		N/A PUBLIC CHARITY CHARITABLE 500
    CENTRAL ID MT BIKE ASSOCIATION
    PO BOX 744
    MCCALL,ID83638     		N/A PUBLIC CHARITY CHARITABLE 500
    CHEYENNE MOUNTAIN ZOO
    4250 CHEYENNE MOUNTAIN ZOO RD
    COLORADO SPRING,CO80906     		N/A PUBLIC CHARITY CHARITABLE 550
    CHILDREN'S HOSPITAL
    4125 BRIARGATE PKWY
    COLORADO SPRING,CO80920     		N/A PUBLIC CHARITY CHARITABLE 1,000
    COMMUNITY HOMES FOR ADULTS
    13101 PRESTON RD 213
    DALLAS,TX75240     		N/A PUBLIC CHARITY CHARITABLE 500
    COOKS CHILDRENS HEALTH FOUND
    801 7TH AVE
    FT WORTH,TX76104     		N/A PUBLIC CHARITY CHARITABLE 500
    DALLAS FURNITURE BANK
    BOX 815788
    DALLAS,TX75381     		N/A PUBLIC CHARITY CHARITABLE 500
    DELTA GAMMA FOUNDATION
    BOX 600001
    COLUMBUS,OH43260     		N/A PUBLIC CHARITY CHARITABLE 2,000
    DOCTORS WITHOUT BORDERS
    BOX 5022
    HAGERSTOWN,MD21741     		N/A PUBLIC CHARITY CHARITABLE 500
    EQUEST THERAPUTIC HORSEMENSHIP
    BOX 192747
    DALLAS,TX75204     		N/A PUBLIC CHARITY CHARITABLE 5,000
    FIRST UNITARIAN CHURCH OF DALLAS
    4015 NORMANDY AVE
    DALLAS,TX75032     		N/A PUBLIC CHARITY CHARITABLE 2,200
    HILL SPRING SCHOOL
    437 WINDCHIME PL
    COLORADO SPRING,CO80919     		N/A PUBLIC CHARITY CHARITABLE 1,000
    JEWISH FAMILY SERVICE
    5402 ARAPAHO ROAD
    DALLAS,TX75248     		N/A PUBLIC CHARITY CHARITABLE 1,000
    JOHN AUSTIN CHELEY FOUNDATION
    BOX 15663
    LAKEWOOD,CO80215     		N/A PUBLIC CHARITY CHARITABLE 5,000
    KERA
    PO BOX 677776
    DALLAS,TX75267     		N/A PUBLIC CHARITY CHARITABLE 100
    MCPAWS ANIMAL SHELTER
    PO BOX 1375
    MCCALL,ID83638     		N/A PUBLIC CHARITY CHARITABLE 1,000
    MERCERSBURG ACADEMY
    300 E SEMINARY ST
    MERCERSBURG,PA17236     		N/A PUBLIC CHARITY CHARITABLE 3,000
    NATIONAL COUNCIL FOR ADOPTION
    225 N WASHINGTON ST
    ALEXANDRIA,VA22314     		N/A PUBLIC CHARITY CHARITABLE 5,000
    NATIONAL JEWISH HEALTH
    BOX 80217-9171
    DENVER,CO80217     		N/A PUBLIC CHARITY CHARITABLE 5,000
    NORTH TEXAS FOOD BANK
    BOX 731226
    DALLAS,TX75373     		N/A PUBLIC CHARITY CHARITABLE 500
    OAK HALL SCHOOL
    2815 N MT WASHINGTON
    ARDMORE,OK73401     		N/A PUBLIC CHARITY CHARITABLE 500
    OKLA UNIVERSITY FOUNDATION
    100 TIMBERDELL
    NORMAN,OK73019     		N/A PUBLIC CHARITY CHARITABLE 12,500
    OU TOUCHDOWN CLUB
    4334 NW EXPRESSWAY 285
    OKLAHOMA CITY,OK73116     		N/A PUBLIC CHARITY CHARITABLE 500
    OUTCAST UNDER TRANSFORMATION
    177 E ST NW
    ARDMORE,OK73401     		N/A PUBLIC CHARITY CHARITABLE 1,000
    PAYETTE LAKES SKI CLUB
    BOX 442
    MCCALL,ID83638     		N/A PUBLIC CHARITY CHARITABLE 15,000
    SPRINGS RESCUE MISSION
    BOX 699
    COLORADO SPRING,CO80901     		N/A PUBLIC CHARITY CHARITABLE 500
    ST JUDES CHILDRENS RESEARCH HOSPITAL
    BOX 5022
    MEMPHIS,TN38101     		N/A PUBLIC CHARITY CHARITABLE 500
    TEXAS SCOTTISH RITE HOSPITAL
    BOX 199300
    DALLAS,TX75219     		N/A PUBLIC CHARITY CHARITABLE 1,000
    THE RICHARD SABALA FOUNDATION
    BOX 869
    MCCALL,ID83638     		N/A PUBLIC CHARITY CHARITABLE 2,000
    THE SALVATION ARMY
    BOX 970219
    DALLAS,TX75397     		N/A PUBLIC CHARITY CHARITABLE 500
    THE VOGEL ALCOVE CHILDCARE CENTER FOR THE HOMELESS
    BOX 150948
    DALLAS,TX75315     		N/A PUBLIC CHARITY CHARITABLE 3,000
    UNITARIAN UNIVERSALIST SERV COMMITTEE
    BOX 808
    NEWARK,NJ07101     		N/A PUBLIC CHARITY CHARITABLE 500
    VISITNG NURSES ASSOCIATION
    1600 VICTORY DR 400
    DALLAS,TX75236     		N/A PUBLIC CHARITY CHARITABLE 500
    WORLD NEIGHBORS
    BOX 270058
    OKLAHOMA CITY,OK73112     		N/A PUBLIC CHARITY CHARITABLE 300
    DALLAS HOLOCAUST MUSEUM
    300 N HOUSTON ST
    DALLAS,TX75202     		N/A PUBLIC CHARITY CHARITABLE 500
    GARDEN OF GODS FOUNDATION
    1805 NORTH 30TH ST
    COLORADO SPRING,CO80904     		N/A PUBLIC CHARITY CHARITABLE 500
    ST LUKES MCCALL FD
    1000 STATE ST
    MCCALL,ID83638     		N/A PUBLIC CHARITY CHARITABLE 1,000
    Total .................................bullet 3a 78,750
    bApproved for future payment
    Total .................................bullet 3b 0
    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 9,587  
    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 25,983  
    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).. 0 35,570 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    35,570
    (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:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN:
    73-6300551
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CPA 1,325 1,325   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN:
    73-6300551
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC COM 45 12,481 22,505
    ALPHABET INC 25 17,651 43,797
    AMAZON.COM INC 16 26,431 52,111
    AON PLC SHS CL A COM 90 18,650 19,014
    APPLE 600 5,201 79,614
    ASML HOLDING NV 80 7,062 39,018
    CDW CORPORATION 195 8,428 25,699
    CHUBB LIMITED COM 195 21,388 30,014
    CHURCH & DWIGHT 320 8,625 27,914
    CIGNA CORP NEW COM 140 28,387 29,145
    CME GROUP INC 125 9,139 22,756
    COOPER COS INC COM 13,716 16,349
    DANAHER 150 4,989 33,321
    DREYFUS GOVERNMENT CASH 16,558 16,558
    EDWARDS LIFESCIENCES CORP 375 15,389 34,211
    FIDELITY NATIONAL INFORMATION 200 17,712 28,292
    FISERV 315 5,050 35,866
    HOME DEPOT INC COM 75 12,818 19,922
    INTUIT INC 75 7,816 28,489
    JOHNSON & JOHNSON 175 16,810 27,542
    JP MORGAN CHASE & CO 200 9,395 25,414
    MICROSOFT CORP 250 27,229 55,605
    MOODYS 90 6,710 26,122
    MOTOROLA SOLUTIONS INC COM NEW 150 11,506 25,509
    NEXTERA ENERGY INC 200 11,401 15,430
    RAYTHEON TECHNOLOGIES CORP COM 200 13,688 14,302
    ROPER IND 100 4,113 43,109
    STRYKER CORPORATION COM 120 21,950 29,405
    TJX COMPANIES INC 500 24,048 34,145
    TRANSUNION COM 300 12,781 29,766
    UNITEDHEALTH GROUP INC 65 16,580 22,794
    VISA INC 85 17,151 18,592

    TY 2020 OtherDecreasesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN:
    73-6300551
    Description Amount
    NON DEDUCTIBLE EXPENSE 1,129
    INVESTMENT COST DIFF 2,400


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN:
    73-6300551
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 7,251 7,251   0


    TY 2020 TaxesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN:
    73-6300551
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 34 34   0