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
GERALD & OLIVA SHAPIRO FAM FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

27-1521392
B Telephone number (see instructions)

(855) 834-0350
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$6,580,706J 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 1,339 1,339  
4 Dividends and interest from securities... 107,363 101,066  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 673,686
b Gross sales price for all assets on line 6a 4,699,773
7 Capital gain net income (from Part IV, line 2)... 673,686
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 782,388 776,091  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,200 0 0 1,200
c Other professional fees (attach schedule).... Click to see attachment 42,201 42,201   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,313 577   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 6,212     6,212
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,926 42,778 0 7,412
25 Contributions, gifts, grants paid....... 698,350 698,350
26 Total expenses and disbursements. Add lines 24 and 25 774,276 42,778 0 705,762
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,112
b Net investment income (if negative, enter -0-) 733,313
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 205,581 310,356 310,356
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment409,264 404,305
b Investments—corporate stock (attach schedule)....... 2,239,159 Click to see attachment2,606,180 4,091,536
c Investments—corporate bonds (attach schedule)....... 1,470,705 Click to see attachment1,693,363 1,774,509
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 200,000   0
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) 4,115,445 5,019,163 6,580,706
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,115,445 5,019,163
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)..... 4,115,445 5,019,163
30 Total liabilities and net assets/fund balances (see instructions). 4,115,445 5,019,163
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
4,115,445
2
Enter amount from Part I, line 27a .....................
2
8,112
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
899,937
4
Add lines 1, 2, and 3 ..........................
4
5,023,494
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,331
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,019,163
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 5963. INV OPP DEVELOP MRKTS-R6 #7038   2017-04-20 2020-01-17
b 4537.037 JOHCM INTERNATIONAL SEL-I #180   2017-08-29 2020-03-20
c 133. ALEXION PHARMACEUTICALS INC   2019-02-27 2020-09-29
d 107. ALEXION PHARMACEUTICALS INC   2020-02-24 2020-09-29
e 31. ALIGN TECHNOLOGY INC   2020-06-05 2020-09-29
16. ALPHABET INC CL C   2020-02-24 2020-09-29
2. AMAZON COM INC COM   2017-11-30 2020-07-14
3. AMAZON COM INC COM   2020-02-24 2020-07-14
28. APPLE INC   2019-02-27 2020-09-29
660. APPLE INC   2020-02-24 2020-09-29
15114.8 BLACKSTONE GROUP INC/THE   2019-02-20 2020-02-24
449.2 BLACKSTONE GROUP INC/THE   2019-11-11 2020-02-24
31. BOEING CO   2020-02-24 2020-07-14
35. BOEING CO   2019-02-27 2020-07-14
27. BROADCOM INC   2018-04-04 2020-09-29
15000. CVS HEALTH CORP 4.100% 3/25/25   2020-07-13 2020-08-25
5000. CVS HEALTH CORP 4.100% 3/25/25   2020-07-13 2020-12-18
557. COCA COLA CO   2020-02-24 2020-07-14
293. COCA COLA CO   2019-03-25 2020-07-14
25568.609 COHEN & STEERS PR SEC&INC-F #6639   2020-03-11 2020-03-19
20000. CONAGRA BRANDS INC 3.800% 10/22/21   2020-07-10 2020-10-19
67. CONCHO RESOURCES INC   2020-02-24 2020-11-06
84. CONCHO RESOURCES INC   2018-09-12 2020-11-06
10000. DNP SELECT INCOME FD INC   1950-01-01 2020-03-11
41. DANAHER CORP   2017-08-23 2020-11-06
34. DANAHER CORP   2020-02-24 2020-11-06
25. DEXCOM INC   2018-09-12 2020-07-14
2903.662 DIAMOND HILL LONG/SHORT-I #11   2012-03-30 2020-03-11
36329.084 DODGE & COX INCOME FD COM #147   2017-04-20 2020-07-13
77. FACEBOOK INC   2020-02-24 2020-09-29
67. FIDELITY NATL INFORMATION SVCS INC   2020-02-24 2020-09-29
20000. HSBC HOLDING PLC 4.000% 3/30/22   2020-07-15 2020-11-24
55. HOME DEPOT INC   2020-02-24 2020-09-29
2150. ISHARES SELECT DIVIDEND ETF   2017-04-20 2020-06-26
600. ISHARES IBOXX $ INVESTMENT   2012-04-12 2020-09-18
970. ISHARES RUSSELL MID-CAP VALUE   2017-04-19 2020-11-16
320. ISHARES RUSSELL MID-CAP GROWTH   2020-03-11 2020-11-16
582. ISHARES RUSSELL 2000 VALUE ETF   2017-04-19 2020-03-11
269. ISHARES RUSSELL 2000 GROWTH ETF   2018-05-01 2020-03-11
281. ISHARES RUSSELL 2000 GROWTH ETF   2017-08-29 2020-04-14
46. LULULEMON ATHLETICA INC   2020-02-24 2020-06-05
46. LULULEMON ATHLETICA INC   2019-06-28 2020-09-29
47. MICROSOFT CORP   2020-02-24 2020-09-29
128. MIDDLEBY CORP   2018-12-06 2020-06-05
123. MIDDLEBY CORP   2020-02-24 2020-06-05
6. NETFLIX INC   2018-08-21 2020-06-05
40. NETFLIX INC   2020-02-24 2020-06-05
7. NETFLIX INC   2018-07-23 2020-07-14
3. NETFLIX INC   2020-02-24 2020-07-14
26. NVIDIA CORP   2020-02-24 2020-06-05
37. NVIDIA CORP   2019-05-21 2020-09-29
37. POOL CORPORATION   2020-02-24 2020-06-05
31. POOL CORPORATION   2018-12-06 2020-09-29
6376.275 BOSTON P LNG/SHRT RES-INS #7015   2017-04-20 2020-03-11
19623.212 T ROWE PRICE INST FLOAT RATE #170   2017-03-02 2020-06-26
40. SALESFORCE COM INC   2020-02-24 2020-09-29
902. HEALTH CARE SELECT SECTOR   2017-08-29 2020-06-26
776. AMEX CONSUMER DISCR SPDR   2017-08-29 2020-06-26
2812. FINANCIAL SELECT SECTOR SPDR   2017-08-29 2020-06-26
1047. AMEX INDUSTRIAL SPDR   2017-08-29 2020-06-26
866. AMEX TECHNOLOGY SELECT SPDR   2017-08-29 2020-06-26
30. TRANSDIGM GROUP INC   2020-02-24 2020-09-29
5226.481 TWEEDY BROWNE FD GLOBAL VALUE #1   2017-04-20 2020-03-11
44. ULTA BEAUTY, INC   2020-06-05 2020-09-29
431. VANGUARD DIVIDEND APPRECIATION   2016-05-03 2020-06-26
8771.93 VANGUARD TOTL BD MKT INDX - ADM #584   2020-03-11 2020-09-22
16526.138 VANGUARD HIGH YIELD CORP-ADM #529   2017-03-03 2020-03-11
8. VERTEX PHARMACEUTICALS INC COM   2018-09-12 2020-09-29
65. VERTEX PHARMACEUTICALS INC COM   2020-02-24 2020-09-29
5722.751 WF ULTR SHORT-TRMINCOME-I#3104   2017-04-20 2020-01-17
93. JAZZ PHARMACEUTICALS PLC   2020-02-24 2020-07-14
106. JAZZ PHARMACEUTICALS PLC   2016-11-16 2020-07-14
195.066 AGILITY MULTI-ASSET INCOME FUND   2019-06-30 2020-09-30
9177.5 AGILITY MULTI-ASSET INC 5% HOLDBACK   2020-09-30 2020-09-30
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 280,798   198,000 82,798
b 81,757   98,000 -16,243
c 14,962   19,414 -4,452
d 12,037   10,594 1,443
e 9,999   8,925 1,074
23,461   22,772 689
6,090   2,346 3,744
9,134   6,024 3,110
3,206   1,218 1,988
75,578   49,751 25,827
888,611   537,424 351,187
26,409   20,286 6,123
5,507   9,877 -4,370
6,218   12,051 -5,833
9,919   6,344 3,575
17,233   17,011 222
5,685   5,670 15
25,340   32,038 -6,698
13,329   13,223 106
280,743   347,654 -66,911
20,708   20,816 -108
2,826   5,054 -2,228
3,543   10,098 -6,555
110,341     110,341
10,094   3,358 6,736
8,370   5,352 3,018
9,774   3,608 6,166
64,316   50,000 14,316
532,584   498,000 34,584
20,090   15,407 4,683
9,959   10,151 -192
21,000   21,153 -153
15,027   13,225 1,802
170,364   197,744 -27,380
81,423   69,370 12,053
90,281   57,577 32,704
60,164   43,121 17,043
55,516   53,520 1,996
47,471   50,657 -3,186
47,985   46,650 1,335
14,724   11,267 3,457
14,931   8,271 6,660
9,772   8,141 1,631
11,182   14,711 -3,529
10,745   13,502 -2,757
2,496   2,042 454
16,639   14,796 1,843
3,557   2,207 1,350
1,524   1,110 414
9,342   7,148 2,194
19,877   5,751 14,126
9,601   8,362 1,239
10,222   4,659 5,563
87,865   98,181 -10,316
182,692   198,000 -15,308
9,875   7,382 2,493
88,845   68,538 20,307
98,278   68,044 30,234
65,124   68,145 -3,021
70,242   69,196 1,046
89,499   49,921 39,578
14,817   18,099 -3,282
120,000   138,449 -18,449
9,797   12,374 -2,577
49,991   35,075 14,916
102,193   100,000 2,193
92,877   98,000 -5,123
2,171   1,424 747
17,640   15,466 2,174
48,930   48,472 458
9,820   12,168 -2,348
11,193   14,525 -3,332
183,556   200,000 -16,444
9,178   9,178  
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
      22,726
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       82,798
b       -16,243
c       -4,452
d       1,443
e       1,074
      689
      3,744
      3,110
      1,988
      25,827
      351,187
      6,123
      -4,370
      -5,833
      3,575
      222
      15
      -6,698
      106
      -66,911
      -108
      -2,228
      -6,555
      110,341
      6,736
      3,018
      6,166
      14,316
      34,584
      4,683
      -192
      -153
      1,802
      -27,380
      12,053
      32,704
      17,043
      1,996
      -3,186
      1,335
      3,457
      6,660
      1,631
      -3,529
      -2,757
      454
      1,843
      1,350
      414
      2,194
      14,126
      1,239
      5,563
      -10,316
      -15,308
      2,493
      20,307
      30,234
      -3,021
      1,046
      39,578
      -3,282
      -18,449
      -2,577
      14,916
      2,193
      -5,123
      747
      2,174
      458
      -2,348
      -3,332
      -16,444
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 673,686
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 10,193
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 10,193
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 10,193
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,484
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,484
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 7,709
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWells Fargo Bank NA Telephone no.bullet (855) 834-0350

    Located atbullet100 N MAIN FL6 D40001-065WINSTON SALEMNC ZIP+4bullet271013818
    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
     
    No
    .........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
    Gerald M Shapiro Trustee
    5     		0    
    7131 Queenferry Circle
    Boca Raton,FL334965951
    Olivia S Shapiro Trustee
    5     		0    
    7131 Queenferry Circle
    Boca Raton,FL334965951
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,848,158
    b
    Average of monthly cash balances.......................
    1b
    360,483
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,208,641
    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
    6,208,641
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    93,130
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,115,511
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    305,776
    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
    305,776
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,193
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,193
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    295,583
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    295,583
    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
    295,583
    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
    705,762
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    705,762
    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
    705,762
    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 7 295,583
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 241,011
    b Total for prior years:2018, 20, 20 76,748
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 705,762
    a Applied to 2019, but not more than line 2a 241,011
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		76,748
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 295,583
    e Remaining amount distributed out of corpus 92,420
    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 92,420
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		92,420
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 92,420
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Birthright Israel Foundation
    POST OFFICE BOX 1784
    New York,NY10156     		NONE PC CONTRIBUTION 3,000
    Jewish Adoption and Foster Care
    Options
    4200 NORTH UNIVERSITY DR
    Sunrise,FL33351     		NONE PC PLEDGE SUPPORT 4,600
    Carrington Charitable Foundation
    25 ENTERPRISE FIFTH FLOOR
    Aliso Viejo,CA06870     		NONE PC GENERAL SUPPORT 16,000
    Jewish United Fund of Metropolitan
    Chicago
    30 SOUTH WELLS STREET
    Chicago,IL606065054     		NONE PC CONTRIBUTION 6,000
    DePaul University
    1E JACKSON BLVD
    Chicago,IL60604     		NONE PC GERALD SHAPIRO CLASS OF 10,000
    Northwestern University
    2020 RIDGE AVE
    Evanston,IL60208     		NONE PC SUPPORT 10,000
    NSSRA FOUNDATION
    3105 MACARTHUR BLVD
    Northbrook,IL60062     		NONE PC CONTRIBUTION 574,250
    St Andrews School of Boca Raton
    3900 JOG RD
    Boca Raton,FL33434     		NONE PC ANNUAL FUND 1,000
    Jewish Federation of South
    Beach County
    9901 DONNA KLEIN BLVD
    Boca Raton,FL33428     		NONE PC SUPPORT 25,000
    BOCA RATON REGIONAL HOSPITAL
    745 MEADOWS RD
    Boca Raton,FL33486     		NONE PC PLATINUM VALUED 27,500
    RUTH AND NORMAN RALES JEWISH
    FAMILY SERVICES INC
    21300 RUTH AND BARON COL
    BOCA RATON,FL33428     		NONE PC SUPPORT 20,000
    Whin Music Community Charter School
    401 WEST 164TH STREET 4TH FLOOR
    New York,NY100324306     		NONE PC CONTRIBUTION 1,000
    Total .................................bullet 3a 698,350
    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 ...........     		    14 1,339  
    4 Dividends and interest from securities....     14 107,363  
    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 ............     		    18 673,686  
    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)..   782,388  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    782,388
    (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:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,200     1,200

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Name of Bond End of Year Book Value End of Year Fair Market Value
    464287242 ISHARES IBOXX $ INVE    
    56063N600 MAINSTAY MACKAY CONV 50,000 72,459
    92206C870 VANGUARD INTERMEDIAT 67,144 77,712
    256210105 DODGE & COX INCOME F    
    77958B402 T ROWE PRICE INST FL    
    922031760 VANGUARD HIGH YIELD    
    949917744 WF ULTR SHORT-TRMINC    
    19248X307 COHEN & STEERS PR SE    
    31641Q755 FIDELITY NEW MRKTS I 95,719 97,582
    87234N765 TCW EMRG MKTS INCM-I 248,000 266,780
    00206RDC3 AT&T INC 22,521 22,336
    00287YAQ2 ABBVIE INC 22,226 22,282
    036752AB9 ANTHEM INC 22,849 23,063
    037833AK6 APPLE INC 21,138 20,979
    06051GGA1 BANK OF AMERICA CORP 22,244 22,382
    06367WMQ3 BANK OF MONTREAL 21,391 21,317
    14040HBN4 CAPITAL ONE FINANCIA 22,340 22,824
    166764BW9 CHEVRON CORP 20,757 20,800
    172967LQ2 CITIGROUP INC 20,879 20,800
    20030NCT6 COMCAST CORP 24,243 24,075
    25389JAR7 DIGITAL REALTY TRUST 22,969 22,988
    254687FL5 WALT DISNEY COMPANY/ 20,876 20,903
    256677AC9 DOLLAR GENERAL CORP 21,400 21,162
    29444UBL9 EQUINIX INC 15,067 15,248
    38148LAE6 GOLDMAN SACHS GROUP 22,230 22,455
    42824CBJ7 HP ENTERPRISE CO 15,310 15,413
    437076BM3 HOME DEPOT INC 22,512 22,359
    464287176 ISHARES TIPS BOND ET 300,096 311,466
    464288588 ISHARES MBS ETF 69,728 69,382
    46625HRV4 JPMORGAN CHASE & CO 22,003 22,189
    59156RBH0 METLIFE INC 22,145 21,982
    606822BA1 MITSUBISHI UFJ FIN 21,760 21,683
    61746BEA0 MORGAN STANLEY 20,343 20,124
    693475AZ8 PNC FINANCIAL SERVIC 21,825 21,911
    74440Y884 PGIM HIGH YIELD-Q #1 350,000 366,471
    86562MAQ3 SUMITOMO MITSUI FINL 20,851 20,735
    867914BS1 SUNTRUST BANKS INC 22,797 22,647

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Name of Stock End of Year Book Value End of Year Fair Market Value
    235851102 DANAHER CORP 15,639 38,875
    037833100 APPLE INC 23,299 153,390
    594918104 MICROSOFT CORP 78,938 179,048
    92826C839 VISA INC-CLASS A SHR 37,041 67,150
    023135106 AMAZON COM INC COM 65,286 179,131
    097023105 BOEING CO    
    79466L302 SALESFORCE COM INC 34,253 60,973
    25264S833 DIAMOND HILL LONG/SH    
    464287473 ISHARES RUSSELL MID- 40,470 99,869
    464287630 ISHARES RUSSELL 2000 33,188 68,247
    901165100 TWEEDY BROWNE FD GLO 160,070 191,352
    518439104 ESTEE LAUDER COMPANI 18,379 35,936
    278865100 ECOLAB INC 19,111 24,449
    30303M102 FACEBOOK INC 41,676 93,421
    437076102 HOME DEPOT INC 13,847 33,468
    64128R608 NEUBERGER BERMAN LON 298,181 355,368
    74925K581 BOSTON P LNG/SHRT RE    
    015351109 ALEXION PHARMACEUTIC    
    016255101 ALIGN TECHNOLOGY INC 13,722 45,422
    02079K107 ALPHABET INC CL C 56,327 113,872
    101137107 BOSTON SCIENTIFIC CO 34,138 40,300
    20605P101 CONCHO RESOURCES INC    
    21036P108 CONSTELLATION BRANDS 23,827 30,667
    34964C106 FORTUNE BRANDS HOME 25,103 35,231
    45866F104 INTERCONTINENTAL EXC 27,981 45,540
    596278101 MIDDLEBY CORP    
    892356106 TRACTOR SUPPLY CO CO 26,940 43,158
    G50871105 JAZZ PHARMACEUTICALS    
    G66721104 NORWEGIAN CRUISE LIN 25,018 13,732
    15135B101 CENTENE CORP DEL 32,572 38,539
    697435105 PALO ALTO NETWORKS I 31,798 54,019
    78409V104 S&P GLOBAL INC 25,820 40,763
    893641100 TRANSDIGM GROUP INC 11,945 27,229
    G1151C101 ACCENTURE PLC 21,781 37,092
    00770G847 JOHCM INTERNATIONAL    
    464287168 ISHARES SELECT DIVID    
    464287481 ISHARES RUSSELL MID- 66,907 120,716
    464287648 ISHARES RUSSELL 2000    
    617446448 MORGAN STANLEY 30,235 40,775
    64110L106 NETFLIX INC 18,701 42,177
    81369Y209 HEALTH CARE SELECT S    
    81369Y407 AMEX CONSUMER DISCR    
    81369Y605 FINANCIAL SELECT SEC    
    81369Y704 AMEX INDUSTRIAL SPDR    
    81369Y803 AMEX TECHNOLOGY SELE    
    90384S303 ULTA BEAUTY, INC 17,652 21,824
    983793100 XPO LOGISTICS INC 17,091 28,250
    00507V109 ACTIVISION BLIZZARD 24,838 42,432
    040413106 ARISTA NETWORKS INC 27,526 35,159
    09857L108 BOOKING HOLDINGS INC 30,161 44,545
    11135F101 BROADCOM INC 30,784 52,542
    191216100 COCA COLA CO    
    252131107 DEXCOM INC 22,246 36,602
    67066G104 NVIDIA CORP 23,025 56,920
    69354M108 PRA HEALTH SCIENCES 23,497 30,858
    73278L105 POOL CORPORATION 15,396 32,035
    92532F100 VERTEX PHARMACEUTICA 9,354 13,471
    981558109 WORLDPAY INC    
    00143W859 INV OPP DEVELOP MRKT    
    09260D107 BLACKSTONE GROUP INC    
    13645T100 CANADIAN PAC RY LTD 27,431 39,523
    23325P104 DNP SELECT INCOME FD    
    31620M106 FIDELITY NATL INFORM 18,254 28,999
    550021109 LULULEMON ATHLETICA 9,274 14,965
    921908844 VANGUARD DIVIDEND AP 300,967 524,588
    04314H758 ARTISAN SMALL CAP FU 150,000 161,751
    169656105 CHIPOTLE MEXICAN GRI 13,323 13,867
    339041105 FLEETCOR TECHNOLOGIE 21,062 23,191
    532457108 ELI LILLY & CO COM 32,742 33,768
    78463V107 SPDR GOLD SHARES ETF 344,317 376,518
    81762P102 SERVICENOW INC 22,078 31,375
    87918A105 TELADOC HEALTH INC 19,833 18,996
    896239100 TRIMBLE INC 31,476 43,668
    98936J101 ZENDESK INC 21,660 35,780

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    US Government Securities - End of Year Book Value:

    409,264
    US Government Securities - End of Year Fair Market Value:

    404,305
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GTY995331 AGILITY MULTI-ASSET      

    TY 2020 OtherDecreasesSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Description Amount
    MUTUAL FUND TAX EFFECT DATE AFTE TYE 2,085
    ROC 340
    ACCURED INTEREST PURCHASED 106
    2019 DISTRIBUTION NOT MAILED TILL 2020 1,800


    TY 2020 OtherExpensesSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAN & MANAGEMENT FEE 6,212 0   6,212


    TY 2020 OtherIncreasesSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Description Amount
    MUTUAL FUND TAX EFFECT DATE BEFORE TYE 2,497
    COST BASIS ADJ BLACKSTONE AND VANGUARD 897,440


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WFB GRANT ADMIN FEE 42,201 42,201    


    TY 2020 TaxesSchedule
    Name:
    GERALD & OLIVA SHAPIRO FAM FDN
    EIN:
    27-1521392
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    4720 EXCISE TAX PAID 23,024 0   0
    FOREIGN TAXES PAID 577 577   0
    FEDERAL TAX PAYMENT -PRIOR YEA 228 0   0
    FEDERAL ESTIMATED TAX - PRINCI 2,484 0   0