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
MYERS L & MARILYN R GIRSH
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)5500 COLLINS AVENUE RM/STE 1402
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI BEACH, FL33140
A Employer identification number

45-5303068
B Telephone number (see instructions)

(305) 868-0202
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$5,007,695
J 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) 1,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 49,428 49,428 49,428
4 Dividends and interest from securities... 57,354 57,354 57,354
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 91,695
b Gross sales price for all assets on line 6a 1,211,425
7 Capital gain net income (from Part IV, line 2)... 26,183
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)....... 2 2 2
12 Total. Add lines 1 through 11........ 199,479 132,967 106,784
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,000 1,000 1,000  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,401 2,401 2,401  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15,969 15,969 15,969  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,370 19,370 19,370 0
25 Contributions, gifts, grants paid....... 245,469 245,469
26 Total expenses and disbursements. Add lines 24 and 25 264,839 19,370 19,370 245,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,360
b Net investment income (if negative, enter -0-) 113,597
c Adjusted net income (if negative, enter -0-)... 87,414
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............. 124,183 146,371 146,371
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)....... 2,176,726 Click to see attachment2,311,193 2,311,193
c Investments—corporate bonds (attach schedule)....... 2,214,965 Click to see attachment2,247,493 2,247,493
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 333,321 Click to see attachment286,175 286,175
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment19,252 Click to see attachment16,463 Click to see attachment16,463
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,868,447 5,007,695 5,007,695
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........... 4,868,447 5,007,695
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........    
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)..... 4,868,447 5,007,695
30 Total liabilities and net assets/fund balances (see instructions). 4,868,447 5,007,695
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
4,868,447
2
Enter amount from Part I, line 27a .....................
2
-65,360
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
205,258
4
Add lines 1, 2, and 3 ..........................
4
5,008,345
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
650
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,007,695
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 26,183
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 1,579
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  
3 Add lines 1 and 2........................... 3 1,579
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,579
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,340
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,340
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 761
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet761 RefundedBullet 11  
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
 
 
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)
    bullet
    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
    Yes
     
    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 ofbulletCHARLES P SACHER Telephone no.bullet (305) 448-3900

    Located atbullet2655 LEJEUNE ROAD SUITE 1101CORAL GABLESFL ZIP+4bullet33134
    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
     
     
    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
    MARILYN R GIRSH DIRECTOR
    000.00
    0 0 0
    5500 COLLINS AVENUE 1402
    MIAMI BEACH,FL33140
    MICHAEL J WALKER DIRECTOR
    000.00
    0 0 0
    15 HULSE STREET
    BELLPORT,NY11713
    CHARLES P SACHER DIRECTOR
    000.00
    0 0 0
    2655 LEJEUNE ROAD SUITE 1101
    CORAL GABLES,FL33134
    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  
    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.............bullet  
    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 TO SUPPORT NOT FOR PROFIT HOSPITALS AND THE CHARITABLE PURPOSES AND ACTIVITIES NECESSARY OR INCIDENTAL THERETO. 131,000
    2 A)TO PROVIDE FOR SCHOLARSHIPS, LOANS, GRANTS, AND OTHER FINANCIAL AID FOR COLLEGE AND POST-GRADUATE STUDIES FOR SUCH CANDIDATES AS MAY BE APPROVED PURSUANT TO QUALIFICATION REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS AND APPROVED BY THE INTERNAL REVENUE SERVICE, IN ACCORDANCE WITH APPLICABLE LIMITATIONS OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. B) TO MAKE CONTRIBUTIONS TO ANY ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WITH THE EXCEPTION OF AN ORGANIZATION TESTING FOR PUBLIC SAFETY. 108,900
    3 TO SUPPORT MEDICAL RESEARCH CARRIED ON BY NOT FOR PROFIT ORGANIZATIONS AND FOUNDATIONS BY PROVIDING SPECIFIC GRANTS OR CONTRIBUTIONS FOR GENERAL OPERATING EXPENSES. 3,515
    4 TO SUPPORT RELIGIOUS ORGANIZATIONS AND THE CHARITABLE PURPOSES AND ACTIVITIES CONDUCTED BY RELIGIOUS ORGANIZATIONS. 2,054
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,576,638
    b
    Average of monthly cash balances.......................
    1b
    107,850
    c
    Fair market value of all other assets (see instructions)................
    1c
    16,463
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,700,951
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,700,951
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,514
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,630,437
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    231,522
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    245,469
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    245,469
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    245,469
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 245,469
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 245,469
    5 Excess distributions carryover applied to 2020.    
    (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 5 245,469
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    87,414 106,307 105,154 97,047 395,922
    b 85% of line 2a ......... 74,302 90,361 89,381 82,490 336,534
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    245,469 247,070 246,740 251,810 991,089
    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 ....
    245,469 247,070 246,740 251,810 991,089
    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...
    154,348 156,601 156,227 156,464 623,640
    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:
    CHARLES P SACHER
    2655 LEJEUNE ROAD SUITE 1101
    CORAL GABLES,FL33134
    (305) 448-3900
    CPS@SACHMARLAW.COM
    bThe form in which applications should be submitted and information and materials they should include:
    IN A MANNER TO PROVIDE THE MOST COMPLETE INFORMATION ABOUT THE PROJECT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    501(C)(3) ORGANIZATIONS
    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
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 150
    ALS ASSOCIATION
    1275 K STREET NW STE250
    WASHINGTON,DC20005
        SUPPORT MEDICAL RESEARCH BY NPO 100
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    OKLAHOMA CITY,OK73123
        SUPPORT MEDICAL RESEARCH BY NPO 200
    AMERICAN FEDERATION OF POLICE &
    CONCERNED CITIZENS
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 90
    AMERICAN FRIENDS OF MAGEN DAVID ADO
    352 SEVENTH AVENUE
    SUITE 400
    NEW YORK,NY10001
        SUPPORT FOR NOT FOR PROFIT HOSPITAL 1,000
    AMERICAN HUMANE ASSOCIATION
    1400 16TH STREET NW 360
    WASHINGTON,DC20036
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 250
    AMERICAN KIDNEY FUND
    6110 EXECUTIVE BOULEVARD
    SUITE 1010
    ROCKVILLE,MD20852
        SUPPORT MEDICAL RESEARCH BY NPO 75
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA500370839
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 1,000
    AMFAR THE FOUNDATION FOR AIDS RESE
    120 WALL STREET 13TH FLR
    NEW YORK,NY10005
        SUPPORT MEDICAL RESEARCH BY NPO 90
    AMNESTY INTERNATIONAL
    5 PENN PLAZA
    NEW YORK,NY10001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 500
    ARTHRITIS FOUNDATION
    1330 WEST PEACHTREE STREE
    ATLANTA,GA30309
        SUPPORT MEDICAL RESEARCH BY NPO 100
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 500
    BBB WISE GIVING ALLIANCE
    3033 WILSON BOULEVARD
    SUITE 600
    ARLINGTON,VA22201
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 70
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 21615
    NEW YORK,NY10087
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 500
    BLINDED VETERANS ASSOCIATION
    477 H STREET NW
    WASHINGTON,DC20001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    CHILDRENS RESOURCE FUND INC
    8571 SW 112TH STREET
    MIAMI,FL33156
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100,000
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 250
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD 200
    BETHESDA,MD20814
        SUPPORT MEDICAL RESEARCH BY NPO 1,000
    DAV - DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH452500301
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    DIABETES RESEARCH INSTITUTE
    FOUNDATION
    200 S PARK ROAD STE100
    HOLLYWOOD,FL33021
        SUPPORT MEDICAL RESEARCH BY NPO 1,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    17TH FLOOR
    NEW YORK,NY10010
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 25
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 150
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 204
    FRIENDS OF WLRN INC
    172 NE 15TH STREET
    MIAMI,FL33132
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 195
    HABITAT FOR HUMANITY
    1800 NORTH BAYSHORE DRIVE
    3501
    MIAMI,FL33132
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 1,500
    HADASSAH
    40 WALL STREET
    NEW YORK,NY10005
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 1,000
    HILLEL INTERNATIONAL
    800 EIGHTH STREET NW
    WASHINGTON,DC200013724
        SUPPORT RELIGIOUS ORG CHARITABLE PUR 200
    HUMANE SOCIETY OF GREATER MIAMI
    16101 WEST DIXIE HIGHWAY
    NORTH MIAMI BEACH,FL33160
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY101681289
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 120
    JDRF
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004
        SUPPORT MEDICAL RESEARCH BY NPO 250
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE
    WHITE PLAINS,NY10605
        SUPPORT MEDICAL RESEARCH BY NPO 250
    MERCY CORPS
    PO BOX 2669 DEPT W
    PORTLAND,OR97208
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    MIAMI JEWISH HEALTH SYSTEMS FOUNDAT
    5200 NE 2ND AVENUE
    MIAMI,FL33137
        SUPPORT FOR NOT FOR PROFIT HOSPITALS 80,000
    MIAMI PROJECT TO CURE PARALYSIS
    PO BOX 016960
    MIAMI,FL33101
        SUPPORT MEDICAL RESEARCH BY NPO 100
    MIAMI RESCUE MISSION
    2159 NW 1ST COURT
    MIAMI,FL33127
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 190
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FRE
    IRVING,TX75062
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 55
    MOUNT SINAI MEDICAL CENTER
    4300 ALTON ROAD
    MIAMI BEACH,FL33140
        SUPPORT FOR NOT FOR PROFIT HOSPITALS 50,000
    NATIONAL FEDERATION OF THE BLIND
    1800 JOHNSON STREET
    BALTIMORE,MD21230
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 55
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163
        SUPPORT MEDICAL RESEARCH BY NPO 100
    NATIONAL TRUST FOR HISTORIC ORIC
    PRESERVATION
    2600 VIRGINIA AVENUE NW
    SUITE 1100
    WASHINGTON,DC20037
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    OCEAN CONSERVANCY
    1300 19TH STREET NW
    8TH FLOOR
    WASHINGTON,DC20036
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    PROJECT HOPE
    255 CARTER HALL LANE
    PO BOX 250
    MILLWOOD,VA22646
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 90
    SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22313
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 50
    SMILE TRAIN - PREMIER CIRCLE
    41 MADISON AVENUE 28TH FL
    NEW YORK,NY10010
        CONTRIBUTION TO 501(C)(3) ORGANIZAT 1,000
    SOUTH FLORIDA PBS
    PO BOX 610002
    MIAMI,FL332610002
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 250
    SPECIAL OLYMPICS FLORIDA
    1915 DON WICKHAM DRIVE
    CLERMONT,FL34711
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 80
    ST LABRE INDIAN SCHOOL
    1000 TONGUE RIVER ROAD
    ASHLAND,MT59003
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 35
    SUSAN G KOMEN FOR THE CURE
    PO BOX 650309
    DALLAS,TX75265
        SUPPORT MEDICAL RESEARCH BY NPO 250
    UNCF - UNITED NEGRO COLLEGE FUND
    1805 7TH STREET NW
    WASHINGTON,DC20001
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 70
    UNICEF USA
    125 MAIDEN LANE
    NEW YORK,NY10038
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 1,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138
        CONTRIBUTION TO 501(C)(3) ORGANIZAT 200
    USO
    PO BOX 96860
    WASHINGTON,DC20077
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROADSTE 300
    JACKSONVILLE,FL32256
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 350
    BOYS TOWN
    14100 CRAWFORD STREET
    BOYS TOWN,NE68010
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 75
    SAY - THE STUTTERING ASSOCIATION
    FOR THE YOUNG
    247 WEST 37TH STREET
    5TH FLOOR
    NEW YORK,NY10018
        CONTRIBUTION TO 501(C)(3) ORGANIZATI 100
    Total .................................bullet 3a 245,469
    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 ...........
            49,428
    4 Dividends and interest from securities....         57,354
    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 ............
            91,695
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSECTION 1411 NET INVESTMENT
            2
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     198,479
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    198,479
    (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.)
    3 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    4 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    8 USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    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:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,000 1,000 1,000  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    WELLS FARGO & CO NEW 2019-03 PURCHASE 2020-01   2,080 2,133     -53  
    WELLS FARGO & CO NEW   PURCHASE 2020-02   645 732     -87  
    WELLS FARGO & CO NEW 2019-04 PURCHASE 2020-02   1,034 1,180     -146  
    DARDEN RESTAURANTS INC   PURCHASE 2020-03   1,195 3,680     -2,485  
    SYSCO CORP   PURCHASE 2020-03   3,120 5,868     -2,748  
    PFIZER INC 2019-07 PURCHASE 2020-05   1,697 2,006     -309  
    MFB NORTHN FDS MULTI-MANAGER EMERGIN 2019-12 PURCHASE 2020-05   3,326 4,013     -687  
    MFB NOTHERN FUNDS ULTRA SHORT FIXED   PURCHASE 2020-11   25,125 25,004     121  
    CISCO SYS INC   PURCHASE 2020-01   1,425 644     781  
    J P MORGAN CHASE & CO 2014-11 PURCHASE 2020-01   3,290 1,460     1,830  
    DEERE JOHN CAP CORP 1.7 01-15-2020 2013-02 PURCHASE 2020-01   100,000 98,660     1,340  
    MICROSOFT CORP COM 2013-01 PURCHASE 2020-02   1,798 272     1,526  
    PFIZER INC 2015-01 PURCHASE 2020-02   2,248 1,934     314  
    ESTEE LAUDER COS INC 1.8% DUE 02-07- 2018-01 PURCHASE 2020-02   35,000 35,000        
    MICROSOFT CORP COM 2013-01 PURCHASE 2020-02   1,805 272     1,533  
    WILLIAMS COS INC 2017-05 PURCHASE 2020-02   3,012 4,188     -1,176  
    ABBOTT LABORATORIES 2016-07 PURCHASE 2020-02   802 414     388  
    WILLIAMS COS INC   PURCHASE 2020-02   820 1,273     -453  
    ABBOTT LABORATORIES 2016-07 PURCHASE 2020-02   1,671 912     759  
    WILLIAMS COS INC 2017-06 PURCHASE 2020-02   1,376 2,063     -687  
    ROYAL BK CDA GLOBAL MEDIUM TERM SR B 2017-07 PURCHASE 2020-03   50,000 50,000        
    EXXON MOBIL CORP   PURCHASE 2020-03   3,793 7,590     -3,797  
    MICROSOFT CORP COM 2013-01 PURCHASE 2020-03   2,475 434     2,041  
    ONEOK INC NEW 2019-01 PURCHASE 2020-03   1,587 2,645     -1,058  
    CROWN CASTLE INTL CORP NEW COM   PURCHASE 2020-03   1,916 1,069     847  
    SIMON PPTY GROUP INC NEW   PURCHASE 2020-03   1,657 4,896     -3,239  
    WEC ENERGY GROUP INC COM 2013-11 PURCHASE 2020-03   1,529 635     894  
    LYONDELLBASELL INDUSTRIES N V COM 2014-01 PURCHASE 2020-03   2,290 4,580     -2,290  
    MICROSOFT CORP COM 2013-01 PURCHASE 2020-03   2,778 516     2,262  
    SIMON PPTY GROUP INC NEW   PURCHASE 2020-03   2,499 7,129     -4,630  
    MICROSOFT CORP COM 2013-01 PURCHASE 2020-03   1,449 271     1,178  
    VALERO ENERGY CORP NEW   PURCHASE 2020-03   1,541 2,752     -1,211  
    RLTY INC CORP COM   PURCHASE 2020-04   1,754 2,458     -704  
    MCDONALDS CORP   PURCHASE 2020-04   6,105 5,551     554  
    AMERICAN EXPRESS CREDIT 2.375% DUE 0 2017-08 PURCHASE 2020-04   40,000 40,000        
    PFIZER INC 2015-01 PURCHASE 2020-05   6,309 5,606     703  
    MFB NORTHN INTL EQTY INDEX FD   PURCHASE 2020-05   316,657 285,436     31,221  
    MFB NORTHERN MULTI MANAGER GLOBAL LI   PURCHASE 2020-05   46,899 51,597     -4,698  
    MFB NORTHN FDS MULTI-MANAGER EMERGIN   PURCHASE 2020-05   86,376 92,227     -5,851  
    MFB NORTHERN FDS GLOBAL REAL ESTATE   PURCHASE 2020-05   96,748 94,299     2,449  
    MFB NORTHERN FDS STK INDEX FD   PURCHASE 2020-05   50,000 32,816     17,184  
    AIR PRODUCTS & CHEMICALS INC 2016-11 PURCHASE 2020-07   558 284     274  
    JOHNSON & JOHNSON 2015-08 PURCHASE 2020-07   3,917 2,565     1,352  
    NEXTERA ENERGY INC COM 2014-11 PURCHASE 2020-07   781 310     471  
    TEXAS INSTRUMENTS INC 2016-06 PURCHASE 2020-07   1,575 735     840  
    WEC ENERGY GROUP INC COM 2013-11 PURCHASE 2020-07   352 169     183  
    AMERICAN HONDA FIN CORP MED TERM NTS 2017-08 PURCHASE 2020-07   40,000 40,000        
    MAXIM INTEGRATED PRODS INC   PURCHASE 2020-07   2,000 943     1,057  
    HONEYWELL INTL INC   PURCHASE 2020-08   3,969 3,280     689  
    JOHNSON & JOHNSON 2015-08 PURCHASE 2020-08   768 475     293  
    MAXIM INTEGRATED PRODS INC 2014-08 PURCHASE 2020-08   210 89     121  
    JOHNSON & JOHNSON   PURCHASE 2020-08   2,448 1,335     1,113  
    MAXIM INTEGRATED PRODS INC 2014-08 PURCHASE 2020-08   622 268     354  
    MAXIM INTEGRATED PRODS INC 2014-08 PURCHASE 2020-09   2,532 1,102     1,430  
    MAXIM INTEGRATED PRODS INC 2014-08 PURCHASE 2020-09   1,412 625     787  
    HOME DEPOT INC 2015-02 PURCHASE 2020-09   1,384 583     801  
    ILLINOIS TOOL WORKS INC 2017-09 PURCHASE 2020-09   1,212 828     384  
    LOCKHEED MARTIN CORP 2019-05 PURCHASE 2020-09   1,191 991     200  
    CISCO SYS INC   PURCHASE 2020-10   2,412 1,212     1,200  
    JOHNSON & JOHNSON 2012-08 PURCHASE 2020-10   1,907 891     1,016  
    BANK NOVA SCOTIA B C 2.35% DUE 10-21 2017-07 PURCHASE 2020-10   40,000 40,000        
    J P MORGAN CHASE & CO 2014-11 PURCHASE 2020-11   916 548     368  
    MARSH & MCLENNAN COS INC 2018-06 PURCHASE 2020-11   990 737     253  
    PAYCHEX INC 2014-08 PURCHASE 2020-11   1,126 535     591  
    STARBUCKS CORP   PURCHASE 2020-11   1,083 625     458  
    TRUIST FINL CORP COM   PURCHASE 2020-11   1,341 1,281     60  
    MFB NORTHERN FDS STK INDEX FD 2012-08 PURCHASE 2020-11   25,000 10,721     14,279  
    VALERO ENERGY CORP NEW 2017-05 PURCHASE 2020-11   1,625 1,985     -360  
    HONEYWELL INTL INC 2017-07 PURCHASE 2020-12   3,506 2,207     1,299  
    JOHNSON & JOHNSON 2012-08 PURCHASE 2020-12   5,165 2,399     2,766  
    HONEYWELL INTL INC 2017-07 PURCHASE 2020-12   3,177 1,947     1,230  
    LYONDELLBASELL INDUSTRIES N V COM US 2014-01 PURCHASE 2020-12   707 643     64  
    TORONTO DOMINION BANK MTN 2.5% DUE 1 2016-03 PURCHASE 2020-12   50,000 50,000        
    OCCIDENTAL PETE CORP 3.125% DUE 02-1 2018-01 PURCHASE 2020-12   30,525 30,202     323  
    U S BANCORP MEDIUM TERM NTS 2016-03 PURCHASE 2020-12   35,000 35,000        

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST 2,247,493 2,247,493

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST 2,311,193 2,311,193

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NORTHERN TRUST FMV 286,175 286,175

    TY 2020 OtherAssetsSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 17,197 15,605 15,605
    ACCRUED INTEREST PAID 1,443 97 97
    PREPAID FEDERAL TAXES 612 761 761


    TY 2020 OtherDecreasesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Amount
    NON-DEDUCTIBLE CONTRIBUTIONS 650


    TY 2020 OtherExpensesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BROKER AGENCY FEES 7,028 7,028 7,028  
    BROKER FEES 8,941 8,941 8,941  


    TY 2020 OtherIncomeSchedule2
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECTION 1411 NET INVESTMENT I 2 2 2


    TY 2020 OtherIncreasesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Amount
    UNREALIZED APPRECIATION 205,258


    TY 2020 OtherLiabilitiesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL TAX PAYABLE    


    TY 2020 TaxesSchedule
    Name:
    MYERS L & MARILYN R GIRSH
     
    FOUNDATION INC
    EIN:
    45-5303068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 1,579 1,579 1,579  
    FOREIGN TAXES 822 822 822