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
ROGER S FIRESTONE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

34-1388255
B Telephone number (see instructions)

(888) 866-3275
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$12,856,103
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 307,652 280,727  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -32,325
b Gross sales price for all assets on line 6a 4,916,419
7 Capital gain net income (from Part IV, line 2)... 0
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........ 275,327 280,727  
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)....... 2,500 0 0 2,500
c Other professional fees (attach schedule).... 58,793 35,276   23,517
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 10,370 2,813   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,444 0 0 2,444
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 70     70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,177 38,089 0 28,531
25 Contributions, gifts, grants paid....... 455,000 455,000
26 Total expenses and disbursements. Add lines 24 and 25 529,177 38,089 0 483,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -253,850
b Net investment income (if negative, enter -0-) 242,638
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............. 12,189 9,718 9,718
2 Savings and temporary cash investments......... 547,410 975,790 975,790
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,098,187 Click to see attachment1,436,794 2,079,409
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).......... 9,007,308 Click to see attachment7,958,546 9,791,186
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) 10,665,094 10,380,848 12,856,103
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........ 10,665,094 10,380,848
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)..... 10,665,094 10,380,848
30 Total liabilities and net assets/fund balances (see instructions). 10,665,094 10,380,848
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
10,665,094
2
Enter amount from Part I, line 27a .....................
2
-253,850
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
171
4
Add lines 1, 2, and 3 ..........................
4
10,411,415
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
30,567
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,380,848
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 51. APPLE INC   2018-02-07 2020-02-05
b 27. APPLE INC   2018-02-08 2020-02-05
c 3. APPLE INC   2018-02-07 2020-02-05
d 95. APPLE INC   2018-02-08 2020-07-23
e 111. APPLE INC   2018-02-27 2020-09-02
20. APPLE INC   2018-02-26 2020-09-02
93. APPLE INC   2018-02-08 2020-09-02
51. CARNIVAL CORP   2016-09-29 2020-03-13
176. CARNIVAL CORP   2013-08-01 2020-03-13
74. CARNIVAL CORP   2018-12-17 2020-03-13
65. CARNIVAL CORP   2016-10-04 2020-03-13
93. CARNIVAL CORP   2016-10-03 2020-03-13
82. CARNIVAL CORP   2016-09-30 2020-03-13
9. CARNIVAL CORP   2014-02-21 2020-03-13
209. CARNIVAL CORP   2013-07-30 2020-03-13
235. CARNIVAL CORP   2013-07-31 2020-03-13
56. CARNIVAL CORP   2013-08-02 2020-03-13
156. CARNIVAL CORP   2018-12-18 2020-03-16
8. CARNIVAL CORP   2018-12-17 2020-03-16
47. DELTA AIR LINES INC   2019-04-03 2020-04-27
159. DELTA AIR LINES INC   2019-04-02 2020-04-27
202. DELTA AIR LINES INC   2019-04-08 2020-04-28
127. DELTA AIR LINES INC   2019-04-05 2020-04-28
176. DELTA AIR LINES INC   2019-04-04 2020-04-28
176. DELTA AIR LINES INC   2019-04-03 2020-04-28
4426.89 DOUBLELINE TOTAL RETURN BOND FUND   2014-01-08 2020-12-01
1. DOUBLELINE TOTAL RETURN BOND FUND   2014-01-08 2020-12-01
12878. DOUBLELINE TOTAL RETURN BOND FUND   2013-05-29 2020-12-01
991.92 FPA CRESCENT FUND   2009-05-15 2020-04-27
4331. FPA CRESCENT FUND   2009-03-31 2020-04-27
3180.66 FPA CRESCENT FUND   2009-05-15 2020-11-02
94. FASTENAL CO   2018-11-14 2020-09-02
142. FASTENAL CO   2018-11-13 2020-09-02
81. FASTENAL CO   2018-11-14 2020-09-03
125. FASTENAL CO   2018-11-14 2020-09-04
33. FASTENAL CO   2018-11-15 2020-09-08
80. FASTENAL CO   2018-11-14 2020-09-08
4386.03 OAKMARK INTERNATIONAL FUND   2018-09-10 2020-04-27
162. OAKMARK INTERNATIONAL FUND   2018-12-13 2020-04-27
.91 OAKMARK INTERNATIONAL FUND   2018-09-10 2020-04-27
26.02 OAKMARK INTERNATIONAL FUND   2018-12-13 2020-04-27
1. OAKMARK INTERNATIONAL FUND   2018-12-13 2020-04-27
308.98 OAKMARK INTERNATIONAL FUND   2018-12-13 2020-04-28
.69 IVA WORLDWIDE FUND   2010-03-22 2020-04-27
5564. IVA WORLDWIDE FUND   2010-03-22 2020-04-27
5072.61 IVA WORLDWIDE FUND   2011-06-01 2020-04-27
1. IVA WORLDWIDE FUND   2011-06-01 2020-04-27
558. IVA WORLDWIDE FUND   2012-11-19 2020-05-22
1. IVA WORLDWIDE FUND   2018-12-27 2020-05-22
1. IVA WORLDWIDE FUND   2015-02-27 2020-05-22
112. IVA WORLDWIDE FUND   2014-02-12 2020-05-22
1. IVA WORLDWIDE FUND   2014-01-10 2020-05-22
8533. IVA WORLDWIDE FUND   2018-12-27 2020-05-22
3547.39 IVA WORLDWIDE FUND   2011-06-01 2020-05-22
2192. IVA WORLDWIDE FUND   2014-01-10 2020-05-22
339. ISHARES CORE S&P 500 ETF   2016-05-27 2020-12-01
3083. JP MORGAN STRATEGIC   2019-05-09 2020-11-02
31563. JP MORGAN STRATEGIC   2014-01-08 2020-11-02
.3 JP MORGAN STRATEGIC   2019-05-09 2020-11-02
1. JP MORGAN STRATEGIC   2018-04-12 2020-11-02
8620. JP MORGAN STRATEGIC   2018-04-12 2020-11-02
55. KINDER MORGAN INC/DE   2010-12-10 2020-04-27
259. KINDER MORGAN INC/DE   2010-12-10 2020-04-28
55. KINDER MORGAN INC/DE   2014-02-03 2020-04-29
2. KINDER MORGAN INC/DE   2014-02-19 2020-04-29
17. KINDER MORGAN INC/DE   2014-02-04 2020-04-29
57. KINDER MORGAN INC/DE   2014-01-30 2020-04-29
48. KINDER MORGAN INC/DE   2014-02-21 2020-04-29
1. KINDER MORGAN INC/DE   2014-08-18 2020-04-29
45. KINDER MORGAN INC/DE   2015-11-12 2020-04-29
77. KINDER MORGAN INC/DE   2014-01-31 2020-04-29
1. KINDER MORGAN INC/DE   2013-05-17 2020-04-29
1. KINDER MORGAN INC/DE   2012-02-16 2020-04-29
32. KINDER MORGAN INC/DE   2014-01-29 2020-04-29
169. KINDER MORGAN INC/DE   2010-12-10 2020-04-29
1. KINDER MORGAN INC/DE   2013-11-18 2020-04-29
3. KINDER MORGAN INC/DE   2011-09-28 2020-04-29
2. KINDER MORGAN INC/DE   2011-11-16 2020-04-29
1. KINDER MORGAN INC/DE   2011-08-16 2020-04-29
1. KINDER MORGAN INC/DE   2012-05-16 2020-04-29
1. KINDER MORGAN INC/DE   2012-08-16 2020-04-29
1. KINDER MORGAN INC/DE   2012-11-16 2020-04-29
2. KINDER MORGAN INC/DE   2013-02-19 2020-04-29
2. KINDER MORGAN INC/DE   2013-08-16 2020-04-29
420. KINDER MORGAN INC/DE   2015-11-12 2020-04-30
49627.79 LORD ABBETT SHORT DURATION INCOME FUND   2014-01-08 2020-04-27
13126.49 LORD ABBETT SHORT DURATION INCOME FUND   2014-01-08 2020-12-01
21. PACCAR INC   2018-03-01 2020-02-05
33. PACCAR INC   2018-03-01 2020-02-06
30. PACCAR INC   2018-03-01 2020-02-07
53. PACCAR INC   2018-03-01 2020-02-10
16. PACCAR INC   2018-08-16 2020-02-11
23. PACCAR INC   2018-08-15 2020-02-11
19. PACCAR INC   2018-03-01 2020-02-11
16. PACCAR INC   2018-08-17 2020-02-12
33. PACCAR INC   2018-08-16 2020-02-12
27. PACCAR INC   2018-08-17 2020-02-13
40. PACCAR INC   2018-08-20 2020-02-14
13. PACCAR INC   2018-08-17 2020-02-14
10. PACCAR INC   2018-08-21 2020-02-14
80. PACCAR INC   2018-08-22 2020-02-14
7718. PIMCO INCOME FUND   2015-02-27 2020-05-21
1. PIMCO INCOME FUND   2019-05-09 2020-05-21
10279. PIMCO INCOME FUND   2018-04-12 2020-05-21
3949. PIMCO INCOME FUND   2014-05-28 2020-05-21
.37 PIMCO INCOME FUND   2019-05-09 2020-05-21
24600.19 PIMCO INCOME FUND   2016-05-23 2020-05-21
5100. PIMCO INCOME FUND   2019-05-09 2020-05-21
1. PIMCO INCOME FUND   2016-05-23 2020-05-21
19217. PIMCO INCOME FUND   2014-01-08 2020-05-21
17200.85 PIMCO INCOME FUND   2020-10-09 2020-12-01
715.81 PIMCO INCOME FUND   2016-05-23 2020-12-01
97320.87 PIMCO LOW DURATION INCOME FUND   2020-05-21 2020-10-09
19120.46 TCW TOTAL RETURN BOND FUND   2014-01-08 2020-12-01
22930. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-02-27 2020-04-27
125. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-03-18 2020-04-27
2070.63 TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-05-15 2020-04-27
3424. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2019-05-09 2020-11-02
1. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-08-25 2020-11-02
5114. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-08-24 2020-11-02
160. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-07-17 2020-11-02
1. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-05-18 2020-11-02
8967.37 TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-05-15 2020-11-02
5178. TEMPLETON GLOBAL BOND FUND/UNITED STATES   2009-08-17 2020-11-02
.11 TEMPLETON GLOBAL BOND FUND/UNITED STATES   2019-05-09 2020-11-02
2597. VANGUARD SHORT-TERM BOND ETF   2018-04-12 2020-12-01
959. VANGUARD REAL ESTATE ETF   2017-04-19 2020-11-02
.07 VIATRIS INC   2010-02-19 2020-11-20
16.38 VIATRIS INC   2019-09-05 2020-12-14
70.73 VIATRIS INC   2010-12-10 2020-12-14
17.43 VIATRIS INC   2010-02-19 2020-12-14
52.36 VIATRIS INC   2012-07-27 2020-12-14
19.11 VIATRIS INC   2019-09-04 2020-12-14
76. WELLS FARGO COMPANY   2010-02-19 2020-09-30
582. WELLS FARGO COMPANY   2012-09-20 2020-09-30
25. WELLS FARGO COMPANY   2016-10-13 2020-09-30
233. WELLS FARGO COMPANY   2016-10-13 2020-10-01
259. WELLS FARGO COMPANY   2016-10-14 2020-10-01
3800. WISDOMTREE US MIDCAP DIVIDEND FUND   2012-11-15 2020-04-27
234. WISDOMTREE US MIDCAP DIVIDEND FUND   2012-11-15 2020-04-28
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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 16,378   8,152 8,226
b 8,671   4,320 4,351
c 963   480 483
d 36,418   15,201 21,217
e 15,056   4,979 10,077
2,713   895 1,818
12,614   3,720 8,894
870   2,466 -1,596
3,003   6,608 -3,605
1,263   4,160 -2,897
1,109   3,203 -2,094
1,587   4,576 -2,989
1,399   4,005 -2,606
154   356 -202
3,566   7,754 -4,188
4,009   8,728 -4,719
955   2,114 -1,159
2,424   8,850 -6,426
124   450 -326
1,052   2,683 -1,631
3,557   8,799 -5,242
4,704   11,642 -6,938
2,958   7,348 -4,390
4,099   10,044 -5,945
4,099   10,045 -5,946
47,323   47,855 -532
11   11  
137,666   145,907 -8,241
27,952   20,830 7,122
122,048   82,765 39,283
100,000   66,794 33,206
4,669   2,625 2,044
7,053   3,875 3,178
3,829   2,262 1,567
5,788   3,491 2,297
1,457   930 527
3,531   2,234 1,297
71,887   111,248 -39,361
2,655   3,418 -763
15   23 -8
427   549 -122
16   23 -7
5,194   6,519 -1,325
10   10  
78,452   84,628 -6,176
71,524   88,263 -16,739
14   16 -2
7,851   8,988 -1,137
14   15 -1
14   18 -4
1,576   1,998 -422
14   16 -2
120,059   134,992 -14,933
49,912   61,724 -11,812
30,841   38,996 -8,155
124,745   71,468 53,277
35,331   35,516 -185
361,712   375,915 -14,203
3   3  
11   12 -1
98,785   99,992 -1,207
828   1,021 -193
3,941   4,806 -865
866   1,519 -653
31   56 -25
268   469 -201
897   1,561 -664
755   1,312 -557
16   29 -13
708   1,027 -319
1,212   2,134 -922
16   30 -14
16   24 -8
504   859 -355
2,660   3,136 -476
16   28 -12
47   55 -8
31   39 -8
16   20 -4
16   24 -8
16   24 -8
16   25 -9
31   59 -28
31   59 -28
6,422   9,584 -3,162
200,000   225,806 -25,806
55,000   59,726 -4,726
1,637   1,469 168
2,560   2,309 251
2,271   2,099 172
3,984   3,709 275
1,211   1,049 162
1,740   1,475 265
1,437   1,330 107
1,225   1,072 153
2,527   2,163 364
2,036   1,809 227
2,976   2,726 250
967   871 96
744   679 65
5,953   5,420 533
86,828   94,761 -7,933
11   12 -1
115,639   124,759 -9,120
44,426   49,591 -5,165
4   4  
276,752   289,002 -12,250
57,375   61,237 -3,862
11   12 -1
216,191   233,831 -17,640
206,410   201,894 4,516
8,590   8,314 276
825,281   793,911 31,370
200,000   191,778 8,222
228,154   228,280 -126
1,244   1,287 -43
20,603   23,492 -2,889
33,452   37,398 -3,946
10   12 -2
49,964   58,844 -8,880
1,563   1,779 -216
10   11 -1
87,611   99,776 -12,165
50,589   58,804 -8,215
1   1  
214,936   203,313 11,623
75,063   78,686 -3,623
1   1  
285   250 35
1,232   505 727
304   133 171
912   524 388
333   288 45
1,786   2,089 -303
13,675   20,472 -6,797
587   1,117 -530
5,439   10,406 -4,967
6,046   11,649 -5,603
99,954   69,144 30,810
6,264   4,258 2,006
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
      17,121
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       8,226
b       4,351
c       483
d       21,217
e       10,077
      1,818
      8,894
      -1,596
      -3,605
      -2,897
      -2,094
      -2,989
      -2,606
      -202
      -4,188
      -4,719
      -1,159
      -6,426
      -326
      -1,631
      -5,242
      -6,938
      -4,390
      -5,945
      -5,946
      -532
       
      -8,241
      7,122
      39,283
      33,206
      2,044
      3,178
      1,567
      2,297
      527
      1,297
      -39,361
      -763
      -8
      -122
      -7
      -1,325
       
      -6,176
      -16,739
      -2
      -1,137
      -1
      -4
      -422
      -2
      -14,933
      -11,812
      -8,155
      53,277
      -185
      -14,203
       
      -1
      -1,207
      -193
      -865
      -653
      -25
      -201
      -664
      -557
      -13
      -319
      -922
      -14
      -8
      -355
      -476
      -12
      -8
      -8
      -4
      -8
      -8
      -9
      -28
      -28
      -3,162
      -25,806
      -4,726
      168
      251
      172
      275
      162
      265
      107
      153
      364
      227
      250
      96
      65
      533
      -7,933
      -1
      -9,120
      -5,165
       
      -12,250
      -3,862
      -1
      -17,640
      4,516
      276
      31,370
      8,222
      -126
      -43
      -2,889
      -3,946
      -2
      -8,880
      -216
      -1
      -12,165
      -8,215
       
      11,623
      -3,623
       
      35
      727
      171
      388
      45
      -303
      -6,797
      -530
      -4,967
      -5,603
      30,810
      2,006
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -32,325
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 3,373
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 3,373
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 3,373
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,784
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 10,784
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 7,411
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,376 RefundedBullet 11 4,035
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)
    bulletIL
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    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
    JOHN D FIRESTONE TRUSTEE/PRESIDENT
    8
    0    
    2320 WYOMING AVE NW
    WASHINGTON,DC20008
    GAY F WRAY CHAIRMAN
    8
    0    
    5700 E MCDONALD DR
    PARADISE VALLEY,AZ85253
    SUSAN F SEMEGEN TRUSTEE
    4
    0    
    6022 E SAGE DRIVE
    PARADISE VALLEY,AZ85253
    TIMOTHY F WRAY TRUSTEE
    4
    0    
    223 BEDFORD AVE 202
    BROOKLYN,NY11211
    NICHOLAS FIRESTONE TRUSTEE/TREASURER
    8
    0    
    7001 N 40TH STREET
    PARADISE VALLEY,AZ85253
    LUCY D FIRESTONE TRUSTEE
    4
    0    
    24E PEDREGOSA ST
    SANTA BARBARA,CA93101
    MARY C FIRESTONE TRUSTEE
    4
    0    
    115 E ISLAY ST
    SANTA BARBARA,CA93101
    SARAH SEMEGEN TRUSTEE/SECRETARY
    8
    0    
    931 ALAMEBA PADRE SENNA
    SANTA BARBARA,CA93103
    MARK SEMEGEN TRUSTEE
    4
    0    
    1121 MASONIC AVENUE
    SAN FRANCISCO,CA94117
    LAURIE WRAY TRUSTEE
    4
    0    
    4122 E SAHURO DR
    PHOENIX,AZ85028
    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
    11,370,695
    b
    Average of monthly cash balances.......................
    1b
    525,344
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,896,039
    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
    11,896,039
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    178,441
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,717,598
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    585,880
    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
    585,880
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,373
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,373
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    582,507
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    582,507
    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
    582,507
    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
    483,531
    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
    483,531
    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
    483,531
    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 7 582,507
    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...... 0
    b From 2016...... 0
    c From 2017...... 119,223
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 119,223
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 483,531
    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..... 483,531
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 98,976 98,976
    (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 20,247
    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 ......
    20,247
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 20,247
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MISS PORTERS SCHOOL INC
    60 MAIN STREET
    FARMINGTON,CT060322232
    N/A PC UNRESTRICTED GENERAL 5,000
    BROOKLYN COMMUNITY FOUNDATION
    1000 DEAN STREET
    BROOKLYN,NY112383384
    N/A PC UNRESTRICTED GENERAL 10,000
    AMERICAN SPCA
    PO BOX 2042
    TOMS RIVER,NJ10128
    N/A PC UNRESTRICTED GENERAL 20,000
    GIRLS INC
    120 WALL STREET
    NEW YORK,NY10005
    N/A PC UNRESTRICTED GENERAL 10,000
    SCOTTSDALE MUSEUM OF THE WEST INC
    3830 N MARSHALL WAY
    SCOTTSDALE,AZ852515594
    N/A PC UNRESTRICTED GENERAL 5,000
    BOYS & GIRLS CLUBS OF PALM BEACH CNTY
    800 NORTHPOINT PARKWAY
    WEST PALM BEACH,FL33407
    N/A PC UNRESTRICTED GENERAL 10,000
    CALM - CHILD ABUSE LISTENING MEDIATION
    1236 CHAPALA STREET
    SANTA BARBARA,CA931013116
    N/A PC UNRESTRICTED GENERAL 20,000
    MARYMOUNT OF SANTA BARBARA INC
    2130 MISSION RIDGE ROAD
    SANTA BARBARA,CA931031751
    N/A PC UNRESTRICTED GENERAL 15,000
    COLUMBIANA RESTORATION & BEAUTIFICATION
    PO BOX 53
    COLUMBIANA,OH444080053
    N/A PC UNRESTRICTED GENERAL 15,000
    SANDRA DAY O'CONNOR INSTITUTE
    PO BOX 4425
    PHOENIX,AZ85030
    N/A PC UNRESTRICTED GENERAL 20,000
    CHRIST CHURCH OF THE ASCENSION
    530 S 220TH LANE
    BUCKEYE,AZ853268537
    N/A PC UNRESTRICTED GENERAL 3,250
    SANTA BARBARA STREET MEDICINE-DOCTORS
    WITHOUT WALLS
    19 E MICHELTORENA STREET
    SANTA BARBARA,CA93101
    N/A PC UNRESTRICTED GENERAL 7,000
    CAF - CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE STE 375
    ALEXANDRIA,VA223142848
    N/A PC UNRESTRICTED GENERAL 20,000
    DOWNTOWN DOG RESCUE
    PO BOX 90035
    PASADENA,CA91109
    N/A PC UNRESTRICTED GENERAL 5,000
    MISSION K9 RESCUE
    10902 BRITOAK LANE
    HOUSTON,TX770793611
    N/A PC UNRESTRICTED GENERAL 15,000
    THIRD OPTION FOUNDATION
    12007 SUNRISE VALLEY DRIVE
    RESTON,VA201913446
    N/A PC UNRESTRICTED GENERAL 10,000
    MULTIPLYING GOOD
    15 WEST 38TH STREET
    NEW YORK,NY10018
    N/A PC UNRESTRICTED GENERAL 5,000
    NATIONAL REHABILITATION HOSPITAL INC
    102 IRVING STREET NW
    WASHINGTON,DC20010
    N/A PC UNRESTRICTED GENERAL 10,000
    TUDOR PLACE FOUNDATION INC
    1644 31ST STREET NW
    WASHINGTON,DC20007
    N/A PC UNRESTRICTED GENERAL 5,000
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DRIVE SW
    WASHINGTON,DC20560
    N/A PC ASTROPHYSICAL OBSERVATORY & 35,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE
    ARLINGTON,VA22203
    N/A PC UNRESTRICTED GENERAL 8,000
    NATIONAL GALLERY OF ART
    2000 S CLUB DRIVE
    LANDOVER,MD20785
    N/A PC UNRESTRICTED GENERAL 10,000
    UNIVERSITY OF VIRGINIA ALUMNI ASSN
    PO BOX 400314
    CHARLOTTESVILLE,VA22904
    N/A PC SUPPORT JEFFERSON TRUST 10,000
    ENVIRONMENTAL DEFENSE CENTER
    906 GARDEN STREET
    SANTA BARBARA,CA93101
    N/A PC UNRESTRICTED GENERAL 13,000
    RACE DAY FOUNDATION
    4400 N SCOTTSDALE ROAD 9-851
    SCOTTSDALE,AZ85010
    N/A PC UNRESTRICTED GENERAL 15,000
    MILAS MIRACLE FOUNDATION INC
    4060 PEBBLE BEACH DRIVE
    LONGMONT,CO805038358
    N/A PC UNRESTRICTED GENERAL 10,000
    SOCIETY OF ST VINCENT DE PAUL - PHX
    PO BOX 13600
    PHOENIX,AZ85002
    N/A PC UNRESTRICTED GENERAL 22,000
    PHOENIX COUNTRY DAY SCHOOL
    3901 E STANFORD DRIVE
    PARADISE VALLEY,AZ85253
    N/A PC UNRESTRICTED GENERAL 41,750
    BARROW NEUROLOGICAL FOUNDATION
    350 W THOMAS ROAD
    PHOENIX,AZ85013
    N/A PC UNRESTRICTED GENERAL 5,000
    HOSPICE OF THE VALLEY
    1510 E FLOWER STREET
    PHOENIX,AZ85014
    N/A PC UNRESTRICTED GENERAL 10,000
    SCOTTSDALE ARTISTS SCHOOL INC
    3720 N MARSHALL WAY
    SCOTTSDALE,AZ85251
    N/A PC UNRESTRICTED GENERAL 10,000
    SOCIETY OF ST VINCENT DE PAUL - SF
    1175 HOWARD STREET
    SAN FRANCISCO,CA941033926
    N/A PC UNRESTRICTED GENERAL 5,000
    COMMUNITY ENVIRONMENTAL COUNCIL
    26 WEST ANAPAMU STREET
    SANTA BARBARA,CA93101
    N/A PC UNRESTRICTED GENERAL 10,000
    CATE SCHOOL
    PO BOX 5005
    CARPINTERIA,CA93014
    N/A PC UNRESTRICTED GENERAL 15,000
    DIRECT RELIEF
    27 S LA PATERA LANE
    SANTA BARBARA,CA93117
    N/A PC UNRESTRICTED GENERAL 20,000
    UNIVERSITY OF CALIFORNIA SANTA BARBARA
    3201 SAAB BUILDING
    SANTA BARBARA,CA93106
    N/A PC UNRESTRICTED GENERAL 5,000
    Total .................................bullet 3a 455,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 307,652  
    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 -32,325  
    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)..   275,327  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    275,327
    (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:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Name of Stock End of Year Book Value End of Year Fair Market Value
    22822V101 CROWN CASTLE INTERNA 39,474 60,336
    92343V104 VERIZON COMMUNICATIO 43,432 54,814
    655844108 NORFOLK SOUTHERN COR 24,095 72,471
    25243Q205 DIAGEO PLC SPON ADR 45,213 61,459
    911312106 UNITED PARCEL SERVIC 51,881 70,560
    58933Y105 MERCK AND CO INC SHS 36,789 58,732
    166764100 CHEVRONTEXACO CORP 42,740 41,465
    143658300 CARNIVAL CORP    
    949746101 WELLS FARGO & CO NEW    
    87612E106 TARGET CORP 20,417 63,727
    548661107 LOWES COMPANIES INC 21,151 77,847
    191216100 COCA-COLA CO/THE 25,704 30,327
    084670702 BERKSHIRE HATHAWAYIN 67,766 92,980
    17275R102 CISCO SYSTEMS INC 22,167 54,013
    172062101 CINCINNATI FINANCIAL 14,160 35,996
    09247X101 BLACKROCK INC 27,469 83,699
    02209S103 ALTRIA GROUP INC 60,239 43,050
    704326107 PAYCHEX INC 16,144 49,199
    49456B101 KINDER MORGAN INC/DE    
    594918104 MICROSOFT CORP COM 9,851 77,402
    458140100 INTEL CORPORATION 22,687 51,016
    25746U109 DOMINION ENERGY INC 47,601 52,866
    718172109 PHILIP MORRIS INTERN 43,059 39,491
    717081103 PFIZER INC 30,832 52,233
    641069406 NESTLE S A SPONSORED 34,615 47,002
    311900104 FASTENAL CO 29,918 51,027
    693718108 PACCAR INC    
    882508104 TEXAS INSTRUMENTS IN 58,568 88,794
    037833100 APPLE INC 33,275 102,437
    354613101 FRANKLIN RESOURCES I 28,499 21,766
    478160104 JOHNSON & JOHNSON 69,919 80,421
    247361702 DELTA AIR LINES INC    
    009158106 AIR PRODUCTS & CHEMI 53,937 58,196
    654445303 NINTENDO LTD ADR 51,693 58,941
    69121K104 OWL ROCK CAPITAL COR 310,256 292,332
    20030N101 COMCAST CORP 53,243 54,810

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    922908769 VANGUARD TOTAL STOCK AT COST 228,573 415,362
    464287309 ISHARES S&P 500 GROW AT COST 132,608 288,466
    87234N880 TCW TOTAL RETURN BON AT COST 569,340 583,144
    45070A206 IVA WORLDWIDE FUND      
    880208400 TEMPLETON GLOBAL BON      
    258620103 DOUBLELINE TOTAL RET AT COST 523,631 524,694
    464286525 ISHARES EDGE MSCI MI AT COST 298,731 412,546
    09256H336 BLACKROCK MULTI-ASSE AT COST 1,199,494 1,229,272
    30254T759 FPA CRESCENT FUND AT COST 156,167 190,103
    464287200 ISHARES CORE S&P 500 AT COST 270,693 482,001
    543916464 LORD ABBETT SHORT DU AT COST 166,617 161,264
    46432F842 ISHARES CORE MSCI EA AT COST 422,095 482,455
    464287408 ISHARES S&P 500 VALU AT COST 135,941 188,189
    97717W505 WISDOMTREE US MIDCAP      
    922908553 VANGUARD REAL ESTATE AT COST 262,008 272,540
    72201M719 PIMCO INCOME FUND AT COST 622,546 640,529
    464288570 ISHARES MSCI KLD 400 AT COST 811,728 1,086,406
    464287507 ISHARES CORE S&P MID AT COST 376,479 650,879
    140543828 AMERICAN CAPITAL WOR AT COST 282,581 459,327
    4812A4351 JP MORGAN STRATEGIC      
    412295107 HARDING LOEVNER FDS AT COST 192,916 256,842
    46137V357 INVESCO S&P 500 EQUA AT COST 136,383 216,563
    921937827 VANGUARD SHORT-TERM AT COST 578,345 613,128
    413838731 OAKMARK INTERNATIONA      
    32008F606 FIRST EAGLE GLOBAL F AT COST 216,543 257,343
    921946406 VANGUARD HIGH DIVIDE AT COST 375,127 380,133

    TY 2020 OtherDecreasesSchedule
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Description Amount
    TYE INCOME ADJ 8,072
    TIMING DIFFERENCE 22,495


    TY 2020 OtherExpensesSchedule
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 15 0   15
    OTHER EXPENSE (NON-DEDUCTIBLE 55 0   55


    TY 2020 OtherIncreasesSchedule
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Description Amount
    REPLACEMENT CHECK/FUND RECEIVED 171


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 58,793 35,276   23,517


    TY 2020 TaxesSchedule
    Name:
    ROGER S FIRESTONE FOUNDATION
    EIN:
    34-1388255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,658 1,658   0
    EXCISE TAX ESTIMATES 7,557 0   0
    FOREIGN TAXES ON NONQUALIFIED 1,155 1,155   0