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
The Butler Family Fund
 
Number and street (or P.O. box number if mail is not delivered to street address)4200 Wisconsin Ave NW 106-342
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20016
A Employer identification number

52-1786778
B Telephone number (see instructions)

(202) 463-8288
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$11,922,601J 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) 581,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 16 16  
4 Dividends and interest from securities... 150,101 165,669  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 243,319
b Gross sales price for all assets on line 6a 3,122,380
7 Capital gain net income (from Part IV, line 2)... 243,319
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 974,436 409,004  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 98,002 0   88,202
14 Other employee salaries and wages...... 67,948 0   67,948
15 Pension plans, employee benefits....... 21,371 0   19,234
16a Legal fees (attach schedule)......... Click to see attachment 7,500 0   6,750
b Accounting fees (attach schedule)....... Click to see attachment 12,334 5,550   6,167
c Other professional fees (attach schedule).... Click to see attachment 83,345 83,345   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,824 28   8,062
19 Depreciation (attach schedule) and depletion... Click to see attachment 386 0  
20 Occupancy.............. 16,931 0   15,238
21 Travel, conferences, and meetings....... 3,290 0   3,290
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,011 0   12,319
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 336,942 88,923   227,210
25 Contributions, gifts, grants paid....... 1,045,252 1,045,252
26 Total expenses and disbursements. Add lines 24 and 25 1,382,194 88,923   1,272,462
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -407,758
b Net investment income (if negative, enter -0-) 320,081
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 306,865 383,765 383,765
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)....... 7,757,295 Click to see attachment8,140,340 8,140,340
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,585,356 Click to see attachment3,394,910 3,394,910
14 Land, buildings, and equipment: basis bullet6,237
Less: accumulated depreciation (attach schedule) bullet2,651 0 Click to see attachment3,586 3,586
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,649,516 11,922,601 11,922,601
Liabilities 17 Accounts payable and accrued expenses..........   195
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)......... 0 195
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........... 11,649,516 11,922,406
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)..... 11,649,516 11,922,406
30 Total liabilities and net assets/fund balances (see instructions). 11,649,516 11,922,601
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
11,649,516
2
Enter amount from Part I, line 27a .....................
2
-407,758
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
680,648
4
Add lines 1, 2, and 3 ..........................
4
11,922,406
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,922,406
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 RIVER CANYON TOTAL R ETURN BOND FUND INST ITUTIONAL CLASS   2020-03-09 2020-11-18
b ANGEL OAK MULTI STRA TEGY INCOME FUND CLA SS I   2016-11-18 2020-11-18
c PIMCO PREFERRED AND CAPITAL SECURITIES F UND INSTL CL   2016-11-18 2020-11-18
d PIMCO PREFERRED AND CAPITAL SECURITIES F UND INSTL CL   2018-01-31 2020-11-18
e ADT INC DEL COM   2018-04-19 2020-03-24
ADT INC DEL COM   2018-04-18 2020-03-24
ADT INC DEL COM   2018-04-18 2020-03-24
ADT INC DEL COM   2018-02-15 2020-03-24
ALPHABET INC CL A   2017-09-05 2020-11-18
CENTENNIAL RESOURCE DEV INC CL A   2019-06-05 2020-03-03
CENTENNIAL RESOURCE DEV INC CL A   2018-08-03 2020-03-03
CONSTELLATION BRANDS INC CL A   2020-03-03 2020-11-18
CONSTELLATION BRANDS INC CL A   2020-03-03 2020-11-17
DIAMONDBACK ENERGY INC COM   2020-03-03 2020-03-20
DIAMONDBACK ENERGY INC COM   2019-06-17 2020-03-20
FACEBOOK INC CL A   2019-09-11 2020-11-18
FACEBOOK INC CL A   2020-03-03 2020-11-18
FIAT CHRYSLER AUTOMOBILES N V SHS ISIN#NL0010877643   2016-06-24 2020-05-04
FIAT CHRYSLER AUTOMOBILES N V SHS ISIN#NL0010877643   2016-04-12 2020-05-04
GENERAL MTRS CO COM   2013-04-30 2020-11-18
HERC HLDGS INC COM   2019-01-17 2020-11-18
HERC HLDGS INC COM   2017-03-10 2020-11-18
HERC HLDGS INC COM   2017-03-13 2020-11-18
HILTON WORLDWIDE HLDGS INC COM NEW   2018-10-18 2020-11-18
HILTON WORLDWIDE HLDGS INC COM NEW   2018-10-18 2020-11-17
HILTON WORLDWIDE HLDGS INC COM NEW   2018-10-17 2020-11-17
LIBERTY BROADBAND CORP COM SER C   2016-11-18 2020-11-18
LIBERTY BROADBAND CORP COM SER C   2018-04-30 2020-03-03
LIBERTY BROADBAND CORP COM SER C   2018-01-23 2020-03-03
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2014-12-19 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2014-12-19 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2014-12-19 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2019-12-13 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2013-12-20 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2013-12-20 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2017-12-15 2020-11-18
OAKMARK INTERNATIONAL FUND INSTITUTIONAL CLASS   2017-12-15 2020-11-18
QURATE RETAIL INC QVC GROUP COM SER A   2012-09-24 2020-03-20
REGENERON PHARMACEUTICALS INC   2019-06-05 2020-03-23
SOUTHWEST AIRLS CO COM   2018-12-13 2020-11-17
SOUTHWEST AIRLS CO COM   2019-01-17 2020-11-17
TEXAS INSTRUMENTS INC   2012-10-10 2020-11-17
THOR INDS INC   2018-08-03 2020-10-02
COMCAST CORP CL A   2009-08-27 2020-11-18
QURATE RETAIL INC QVC GROUP COM SER A   2018-11-13 2020-03-20
TE CONNECTIVITY LTD REG SHS ISIN#CH0102993182   2008-10-30 2020-12-10
VISA INC COM CL A   2011-01-27 2020-11-18
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 73,000   71,686 1,314
b 350,379   352,900 -2,521
c 97,060   86,852 10,208
d 176,915   169,476 7,439
e 19,985   41,205 -21,220
31,041   64,049 -33,008
7,654   15,868 -8,214
77,390   201,193 -123,803
175,023   94,718 80,305
22,995   86,124 -63,129
22,995   200,839 -177,844
41,292   35,822 5,470
81,641   71,644 9,997
15,591   110,884 -95,293
32,188   98,682 -66,494
6,869   4,717 2,152
68,689   47,480 21,209
66,146   50,524 15,622
119,062   106,258 12,804
52,800   36,965 15,835
5,795   3,454 2,341
75,339   60,360 14,979
28,977   23,396 5,581
49,455   34,487 14,968
10,357   7,260 3,097
20,714   14,867 5,847
148,425   65,341 83,084
90,719   49,831 40,888
90,719   66,239 24,480
3,668   3,602 66
11,259   11,057 202
1,823   1,790 33
7,495   7,591 -96
4,798   5,106 -308
3,227   3,434 -207
5,657   6,625 -968
5,074   5,942 -868
2,120   7,825 -5,705
133,119   89,445 43,674
130,051   145,867 -15,816
71,752   80,942 -9,190
110,161   19,015 91,146
160,004   153,200 6,804
59,868   9,280 50,588
40,279   22,422 17,857
154,015   23,951 130,064
104,893   8,846 96,047
53,902     53,902
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       1,314
b       -2,521
c       10,208
d       7,439
e       -21,220
      -33,008
      -8,214
      -123,803
      80,305
      -63,129
      -177,844
      5,470
      9,997
      -95,293
      -66,494
      2,152
      21,209
      15,622
      12,804
      15,835
      2,341
      14,979
      5,581
      14,968
      3,097
      5,847
      83,084
      40,888
      24,480
      66
      202
      33
      -96
      -308
      -207
      -968
      -868
      -5,705
      43,674
      -15,816
      -9,190
      91,146
      6,804
      50,588
      17,857
      130,064
      96,047
      53,902
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 2 243,319
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 4,449
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 4,449
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 4,449
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 751
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet751 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 addressbullethttps://www.butlerfamilyfund.org
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (202) 463-8288

    Located atbullet4200 Wisconsin Ave NW 106-342WashingtonDC ZIP+4bullet20016
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Molly Schultz Executive Director
    40.00     		39,458 3,646 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Martha A Toll Former Executive Director
    40.00     		58,544 5,854 6,750
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Eve B Wildrick President
    5.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Georgina Hirsch Director
    2.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Jennifer Gravin Director
    2.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Lisa Siegel Secretary
    2.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Phineas Hirsch Director
    2.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Rebecca Morrison Director
    2.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    Remy Klein Director
    2.00     		0 0 0
    1730 Pennsylvania Avenue Nw Ste 275
    Washington,DC20006
    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
    Anne Morin Program Officer
    25.00     		67,948 0 0
    4200 Wisconsin Avenue NW STE
    106-342
    Washington,DC20016
    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
    Harris Associates LP Investment Advisory Services 57,595
    111 South Wacker Drive Ste 4600
    Chicago,IL60606
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,300,725
    b
    Average of monthly cash balances.......................
    1b
    421,581
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,722,306
    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
    10,722,306
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    160,835
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,561,471
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    528,074
    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
    528,074
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,449
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,449
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    523,625
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    523,625
    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
    523,625
    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
    1,272,462
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,272,462
    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
    1,272,462
    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 7 523,625
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 622,473
    b From 2016...... 210,532
    c From 2017...... 222,929
    d From 2018...... 646,014
    e From 2019...... 814,129
    fTotal of lines 3a through e........ 2,516,077
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,272,462
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 523,625
    e Remaining amount distributed out of corpus 748,837
    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 3,264,914
    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) ...     		622,473
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,642,441
    10 Analysis of line 9:
    a Excess from 2016.... 210,532
    b Excess from 2017.... 222,929
    c Excess from 2018.... 646,014
    d Excess from 2019.... 814,129
    e Excess from 2020.... 748,837
    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
    A New Way of Life
    PO Box 875288
    Los Angeles,CA90087     		None 501(c)(3) Public Cha OAK GRANT: For replication of the SAFE Housing Network providing housing for women with criminal justice backgrounds. 60,000
    Census Project 2020
    1201 Connecticut Avenue NW
    Washington,DC20036     		None 501(c)(3) Public Cha For a pooled fund to support activities preparing for a fair and accurate Census in 2020. 15,000
    Center for Community Change
    1536 U Street NW
    Washington,DC20009     		None 501(c)(3) Public Cha OAK Grant: For the Womens Fellowship, supporting leadership of formerly incarcerated women on a range of issues, including housing. 60,000
    Center on Budget and Policy Priorities
    1275 First Street NE Suite 1200
    Washington,DC20002     		None 501(c)(3) Public Cha Gor general support. 15,000
    Chapin Hall at the University of Chicago
    1313 E 60th Street
    Chicago,IL60637     		None 501(c)(3) Public Cha Project support dedicated to examining the youth and racial dimensions of COVID-19 to inform equitable, youth-oriented policies for housing and economic justice. 20,000
    CURB Fiscal Sponsor Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		None 501(c)(3) Public Cha General support for statewide coalition advancing transformative criminal justice reform. 15,000
    DC Jobs with Justice
    1226 Vermont Avenue NW Luther Place
    Church
    Washington,DC20005     		None 501(c)(3) Public Cha For general support, including campaigns like Reclaim Rent Control. 12,000
    Diverse City Fund
    PO Box 73084
    Washington,DC20056     		None 501(c)(3) Public Cha For COVID-19 response efforts. 14,917
    Ella Baker Center for Human Rights
    344 40th Street
    Oakland,CA94609     		None 501(c)(3) Public Cha General operating support, including work to divest resources from the criminal legal system and invest them in communities. 30,000
    Housing NOLA
    4640 S Carrollton Avenue Suite 160
    New Orleans,LA70119     		None 501(c)(3) Public Cha OAK GRANT: For the New Orleans ReEntry Housing Consortium to advocate for funding housing for people exiting the criminal justice system through LAs justice reinvestment law as well as other public sources. 90,000
    JustLeadership USA
    1900 Lexington Avenue
    New York,NY10035     		None 501(c)(3) Public Cha For general support, including campaigns like #WORKINGfutures in Michigan to reduce housing barriers for people in the criminal justice system. 20,000
    Law for Black Lives
    45 W 36th Street 6th Floor
    New York,NY10018     		None 501(c)(3) Public Cha OAK GRANT: General support for organizing, budget analysis, and narrative change to move money out of criminal justice. 100,000
    Mass Liberation Fund Fical Sponsor Tides Foundation
    1014 Torney Avenue
    San Francisco,CA94129     		None 501(c)(3) Public Cha General support to build organizing capacity among people most impacted by criminal justice and for campaigns to hold district attorneys accountable. 25,000
    Movement for Black Lives Fiscal sonsor Alliance for Global Justice
    225 E 26th Suite 1
    Tucson,AZ85713     		None 501(c)(3) Public Cha General operating support for hub to coordinate actions, messages, and campaigns to influence policy and systems that impact Black people. 30,000
    Movement Law Lab Fiscal sonsor NEO Philanthropy
    45 W 36th Street 6th Floor
    New York,NY01018     		None 501(c)(3) Public Cha To launch the Housing Justice Legal fellowship to connect grassroots organizing groups with movement lawyers. 30,000
    National Housing Law Project
    1663 Mission Street Suite 460
    San Francisco,CA94103     		None 501(c)(3) Public Cha For general operating support. 25,000
    National Law Center on Homelessness and Poverty
    1411 K Street NW Suite 1400
    Washington,DC20005     		None 501(c)(3) Public Cha General support to promote housing as a human right and oppose the criminalization of homelessness. 15,000
    North Star Fund
    520 Eigth Avenue Suite 1800
    New York,NY10018     		None 501(c)(3) Public Cha For Future of Organizing Fund. 14,917
    Operation Restoration
    PO Box 56894
    New Orleans,LA70156     		None 501(c)(3) Public Cha OAK GRANT: General operating support to provide housing and services to women with criminal justice backgrounds. 50,000
    Participatory Budgeting Project
    540 President Street 3rd Floor
    Brooklyn,NY11215     		None 501(c)(3) Public Cha General operating support to promote civic engagement and control of public budgets. 20,000
    Power Coalition for Equity and Justice
    2022 St Bernard Avenue Suite 310
    New Orleans,LA70116     		None 501(c)(3) Public Cha OAK GRANT: General operating support for long-term organizing to make justice reinvestment a reality. 40,000
    Private Equity Stakeholders Project
    2513 N Central Park Avenue
    Chicago,IL60647     		None 501(c)(3) Public Cha General operating support to challenge evictions, rent increases and foreclosures by corporate landlords during and after the COVID-19 pandemic. 12,000
    Project South
    9 Gammon Avenue
    Atlanta,GA30315     		None 501(c)(3) Public Cha Project support dedicated to the Southern Power Fund to support grassroots organizations led by Black, Latinx, Immigrant, LGBQTI, low-income and rural people across the US South. 21,750
    Public Advocates
    131 Steuart Street Suite 300
    San Francisco,CA94105     		None 501(c)(3) Public Cha General operating support for Alliance for Housing Justice, a network of grassroots organizing groups centering housing as a human right. 20,000
    Reprieve US
    PO Box 3627
    New York,NY10163     		None 501(c)(3) Public Cha For the Stop Lethal Injections Project. 12,000
    Responsible Business Initiative Fiscal Sponsor The Chapel and York Foundati
    708 Third Avenue 6th Floor STE 34
    New York,NY10017     		None 501(c)(3) Public Cha General Operating support. 15,000
    Right to the City
    388 Atlantic Avenue 2nd Floor
    Brooklyn,NY11217     		None 501(c)(3) Public Cha To launch the Housing Justice Legal fellowship to connect grassroots organizing groups with movement lawyers. 30,000
    Right to the City
    388 Atlantic Avenue 2nd Floor
    Brooklyn,NY11217     		None 501(c)(3) Public Cha Restricted to Homes for All South, a network of member-led, grassroots housing justice organizations in the South. 20,000
    Right to the City
    388 Atlantic Avenue 2nd Floor
    Brooklyn,NY11217     		None 501(c)(3) Public Cha General operating support to build a national grassroots movement of housing, land, and development justice. 25,000
    Sargent Shriver National Center on Poverty Law
    50 E Washington Street Suite 500
    Chicago,IL60602     		None 501(c)(3) Public Cha General operating support including work to end housing discrimination against formerly incarcerated people. 20,000
    Southern Center for Human Rights
    83 Poplar Street NW
    Atlanta,GA30303     		None 501(c)(3) Public Cha Project support dedicated to supporting the death penalty abolition movement in Black communities across the South through organizing, outreach, and education. 20,000
    Tipping Point Community
    1756 Union Street
    San Francisco,CA94123     		None 501(c)(3) Public Cha For COVID-19 response efforts. 14,917
    Women on the Rise Fiscal Sponsor Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calalabasas,CA91302     		None 501(c)(3) Public Cha To support Close the Jail Atlanta: Communities over Cages Campaign to redirect money from criminal justice into the community. 100,000
    Youth Sentencing and Reentry Project
    1528 Walnut Street Suite 515
    Philadelphia,PA19102     		None 501(c)(3) Public Cha General support for resentencing and reentry for former youth sentenced to life in prison. 15,000
    AltaMed
    2040 Camfield Avenue
    Los Angeles,CA90040     		None 501(c)(3) Public Cha For general support. 500
    Diverse City Fund
    PO Box 73084
    Washington,DC20056     		None 501(c)(3) Public Cha For COVID-19 response efforts. 4,167
    National Bail Out through The Highlander Reasearch and Education Center
    1959 Highlander Way
    New Market,TN37820     		None 501(c)(3) Public Cha For the Black Mama's Bailout. 500
    North Star Fund
    520 Eigth Avenue Suite 1800
    New York,NY10018     		None 501(c)(3) Public Cha For general support. 4,167
    Tipping Point Community
    1756 Union Street
    San Francisco,CA94123     		None 501(c)(3) Public Cha For COVID-19 response efforts. 4,167
    World Central Kitchen
    655 New York Avenue 6th Floor
    Washington,DC20001     		None 501(c)(3) Public Cha For general support. 2,500
    World Central Kitchen
    655 New York Avenue 6th Floor
    Washington,DC20001     		None 501(c)(3) Public Cha For general support. 1,500
    PEO Foundation
    3700 Grand Avenue
    Des Moines,IA50312     		None 501(c)(3) Public Cha In Honor of Charlotte Gravin. 250
    Total .................................bullet 3a 1,045,252
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 16  
    4 Dividends and interest from securities....     14 150,101  
    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 ............     		    18 243,319  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 393,436 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    393,436
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Butler Family Fund
     
    Employer identification number

    52-1786778
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Butler Family Fund
          		Employer identification number
    52-1786778
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Oak Foundation
     
    1216 Cointrin
     
    Geneva,     SZ

    		$ 581,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Butler Family Fund
          		Employer identification number

    52-1786778
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Butler Family Fund
          		Employer identification number

    52-1786778
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 12,334 5,550   6,167

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

    TY 2020 DepreciationSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Office Furniture 1995-05-15 410 410 SL 7.000000000000 0 0    
    Dell Optiplex 7010 2013-05-07 1,071 1,071 SL 5.000000000000 0 0    
    Dell Optiplex 7010 2013-05-20 1,194 1,194 SL 5.000000000000 0 0    
    Laptop 2020-09-10 1,969   SL 3.000000000000 219 0    
    Laptop 2020-09-30 2,003   SL 3.000000000000 167 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Stock Investments 8,140,340 8,140,340

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Mutual Fund Investments FMV 3,394,910 3,394,910

    TY 2020 LandEtcSchedule2
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Dell Optiplex 7010 1,071 1,071 0 0
    Dell Optiplex 7010 1,194 1,194 0 0
    Laptop 1,969 219 1,750 1,750
    Laptop 2,003 167 1,836 1,836


    TY 2020 LegalFeesSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 7,500 0   6,750


    TY 2020 OtherExpensesSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues & Subscription 5,056 0   5,056
    Professional Development 3,250 0   2,925
    Office Expenses 3,486 0   1,384
    Insurance 2,624 0   2,361
    Board Meetings 536 0   0
    Other Expenses 1,059 0   593


    TY 2020 OtherIncreasesSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Description Amount
    Unrealized Gains on Investments 680,648


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Administrators 82,595 82,595   0
    Consulting 750 750   0


    TY 2020 SubstantialContributorsSch
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Name Address
    Oak Foundation 1216 Cointrin
    Geneva    
    SZ


    TY 2020 TaxesSchedule
    Name:
    The Butler Family Fund
    EIN:
    52-1786778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll 8,958 0   8,062
    Foreign 28 28   0
    Excise 838 0   0