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
A C BIRD EST UNIVERSITY MAINE ETAL TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1297 CHURCH ST STATION
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10008
A Employer identification number

13-6192467
B Telephone number (see instructions)

(212) 454-3785
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$2,322,816J 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... 37,782 37,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,380
b Gross sales price for all assets on line 6a 344,926
7 Capital gain net income (from Part IV, line 2)... 87,380
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........ 125,162 124,788  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,163 14,498   9,665
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 704 704 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,113 1,113   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 155 155    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,135 16,470 0 9,665
25 Contributions, gifts, grants paid....... 95,706 95,706
26 Total expenses and disbursements. Add lines 24 and 25 121,841 16,470 0 105,371
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,321
b Net investment income (if negative, enter -0-) 108,318
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............. 51,865 42,698 42,698
2 Savings and temporary cash investments.........      
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).......      
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).......... 1,532,590 Click to see attachment1,545,650 2,280,118
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) 1,584,455 1,588,348 2,322,816
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........ 1,584,455 1,588,348
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)..... 1,584,455 1,588,348
30 Total liabilities and net assets/fund balances (see instructions). 1,584,455 1,588,348
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
1,584,455
2
Enter amount from Part I, line 27a .....................
2
3,321
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
709
4
Add lines 1, 2, and 3 ..........................
4
1,588,485
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
137
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,588,348
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 37. ALEXION PHARMACEUTICALS INC     2020-01-09
b 8. MC DONALDS CORPORATION COMMON     2020-01-09
c 10. ZOETIS INC     2020-01-09
d 5. ALEXION PHARMACEUTICALS INC   2018-03-01 2020-01-10
e 2835. ISHARES COMEX GOLD TR   2018-08-30 2020-01-31
70. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2020-02-03
262.04 MATTHEWS JAPAN FUND   2019-12-17 2020-02-04
787.96 MATTHEWS JAPAN FUND   2016-06-08 2020-02-04
655. MATTHEWS PACIFIC TIGER FUND IS   2018-06-01 2020-02-04
12. BOEING COMPANY   2013-06-27 2020-02-25
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-02-29
15. ACTIVISION BLIZZARD INC   2018-06-11 2020-03-03
3. ADOBE SYS INC COM   2014-10-17 2020-03-03
550. INVESCO EUROPEAN GROWTH FUND   2016-06-08 2020-03-03
3. ALPHABET INC COM CL C     2020-03-03
2. ALPHABET INC COM CL A   2009-09-23 2020-03-03
1. AMAZON COM INC   2013-04-17 2020-03-03
5. AMERICAN EXPRESS CO   2020-01-09 2020-03-03
10. AMETEK INC   2006-05-18 2020-03-03
18. APPLE INC   2006-05-18 2020-03-03
10. APPLIED MATERIALS INC   2020-02-03 2020-03-03
5. BECTON DICKINSON AND COMPANY   2019-07-11 2020-03-03
5. BIOMARIN PHARMACEUTICAL INC   2020-01-09 2020-03-03
2. BOEING COMPANY   2013-06-27 2020-03-03
10. CARMAX INC   2018-09-25 2020-03-03
5. CHEGG INC COM   2020-01-09 2020-03-03
5. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-02 2020-03-03
3. COOPER COS INCTHE   2015-10-13 2020-03-03
2. COSTCO WHOLESALE CORP   2011-04-07 2020-03-03
7. DANAHER CORP     2020-03-03
3. DEXCOM INC     2020-03-03
5. WALT DISNEY COTHE   2019-03-13 2020-03-03
5. WALT DISNEY COTHE     2020-03-03
5. DOCUSIGN INC COM   2019-04-11 2020-03-03
5. DOLLAR GENERAL CORP     2020-03-03
2. EQUINIX INC   2019-07-11 2020-03-03
5. EXACT SCIENCES CORP   2019-09-24 2020-03-03
5. FACEBOOK INC A COM   2014-01-14 2020-03-03
15. FISERV INC COM     2020-03-03
10. GLOBAL PAYMENTS INC   2018-04-13 2020-03-03
5. HOME DEPOT INCTHE     2020-03-03
10. INTERCONTINENTAL EXCHANGE INC   2018-08-07 2020-03-03
5. INTUIT INC   2017-09-05 2020-03-03
600. ISHARES MSCI PACIFIC EX JAPAN ETF   2015-04-01 2020-03-03
3. MC DONALDS CORPORATION COMMON   2018-01-17 2020-03-03
10. MICROSOFT CORP   2019-06-27 2020-03-03
24. MICROSOFT CORP     2020-03-03
10. MONDELEZ INTERNATIONAL INC   2018-02-27 2020-03-03
5. NETFLIX COM INC   2018-07-17 2020-03-03
5. NORFOLK SOUTHERN CORP   2009-06-18 2020-03-03
25. NUANCE COMMUNICATIONS INC     2020-03-03
5. NVIDIA CORP   2019-10-24 2020-03-03
25. PROGRESSIVE CORPTHE     2020-03-03
10. PROLOGIS INC   2016-06-15 2020-03-03
5. PROOFPOINT INC COM   2019-07-11 2020-03-03
3. ROPER TECHNOLOGIES INC   2009-09-11 2020-03-03
5. SALESFORCE COM INC   2018-02-15 2020-03-03
5. SERVICENOW INC COM   2019-05-31 2020-03-03
10. SYNOPSYS INC COM   2018-07-18 2020-03-03
10. T MOBILE US INC COM     2020-03-03
5. THERMO FISHER SCIENTIFIC INC   2017-12-13 2020-03-03
2. TRANSDIGM GROUP INC COM     2020-03-03
10. TRANSUNION     2020-03-03
5. VERISK ANALYTICS INC     2020-03-03
15. VISA INC   2013-06-26 2020-03-03
5. VULCAN MATERIALS CO   2015-09-23 2020-03-03
5. ZOETIS INC     2020-03-03
7. SPOTIFY TECHNOLOGY S A SHS ORD     2020-03-03
4. BECTON DICKINSON AND COMPANY   2018-04-05 2020-03-06
16. BECTON DICKINSON AND COMPANY     2020-03-06
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-02 2020-03-06
11. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2020-03-06
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-01 2020-03-06
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-01 2020-03-06
23. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2020-03-06
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-01 2020-03-06
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-01 2020-03-09
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-01 2020-03-10
12. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-01 2020-03-10
5. AMERICAN EXPRESS CO     2020-03-19
15. AMERICAN EXPRESS CO   2019-12-16 2020-03-19
50. WALT DISNEY COTHE     2020-03-19
6. FLEETCOR TECHNOLOGIES INC COM   2018-05-02 2020-03-19
15. ZOETIS INC   2018-01-09 2020-03-19
13. BOEING COMPANY     2020-03-26
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-03-31
15. PARKER-HANNIFIN CORP   2009-05-07 2020-04-20
12. PARKER-HANNIFIN CORP   2009-05-07 2020-04-20
2. TRANSDIGM GROUP INC COM   2009-11-17 2020-04-20
4. TRANSDIGM GROUP INC COM   2009-11-16 2020-04-20
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-04-30
2. DEXCOM INC   2019-07-11 2020-05-20
5. DEXCOM INC   2019-07-11 2020-05-20
10. TREX CO INC   2020-02-25 2020-05-20
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-05-31
10. WALT DISNEY COTHE   2014-05-20 2020-06-18
8. INTUIT INC   2017-09-06 2020-06-18
10. LULULEMON ATHLETICA INC COM     2020-06-18
.52 MATCH GROUP INC NEW COM   2020-06-18 2020-06-18
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-06-30
14. SPOTIFY TECHNOLOGY S A SHS ORD     2020-07-21
19. CONCHO RESOURCES INC     2020-07-23
12. CONCHO RESOURCES INC     2020-07-23
36. LAS VEGAS SANDS CORP   2013-06-26 2020-07-23
18. LAS VEGAS SANDS CORP     2020-07-23
107. T-MOBILE US INC RTS 07 27 2020     2020-07-23
13. BOEING COMPANY   2013-06-28 2020-07-28
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-07-31
6. APPLE INC   2006-05-18 2020-08-27
1. APPLE INC   2006-05-18 2020-08-27
3. LULULEMON ATHLETICA INC COM   2018-10-24 2020-08-27
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-08-31
5. ACTIVISION BLIZZARD INC   2018-06-11 2020-09-03
2. ADOBE SYS INC COM   2014-10-17 2020-09-03
1. ALPHABET INC COM CL C   2009-09-23 2020-09-03
1. AMAZON COM INC   2013-04-17 2020-09-03
5. AMETEK INC   2006-05-18 2020-09-03
5. ANALOG DEVICES INC   2020-08-18 2020-09-03
14. APPLE INC   2006-05-18 2020-09-03
3. BECTON DICKINSON AND COMPANY   2017-05-30 2020-09-03
3. BIOMARIN PHARMACEUTICAL INC   2020-01-09 2020-09-03
5. BURLINGTON STORES INC COM   2016-08-08 2020-09-03
5. CARMAX INC   2018-09-25 2020-09-03
5. CHEGG INC COM   2020-01-09 2020-09-03
4. DANAHER CORP     2020-09-03
3. DOLLAR GENERAL CORP   2018-02-15 2020-09-03
5. DYNATRACE INC COM   2020-05-11 2020-09-03
3. ECOLAB INC COM   2020-07-28 2020-09-03
1. EQUINIX INC   2019-07-11 2020-09-03
5. EXACT SCIENCES CORP   2019-09-24 2020-09-03
10. FISERV INC COM     2020-09-03
4. GLOBAL PAYMENTS INC   2018-04-13 2020-09-03
5. HOLOGIC INC   2020-08-27 2020-09-03
7. HOME DEPOT INCTHE   2013-03-20 2020-09-03
10. INTERCONTINENTAL EXCHANGE INC     2020-09-03
2. ESTEE LAUDER COS INCTHE   2014-03-05 2020-09-03
5. LIVE NATION ENTERTAINMENT INC COM   2020-08-27 2020-09-03
5. MC DONALDS CORPORATION COMMON   2018-01-17 2020-09-03
23. MICROSOFT CORP   2016-05-26 2020-09-03
15. MONDELEZ INTERNATIONAL INC   2018-02-27 2020-09-03
10. NUANCE COMMUNICATIONS INC   2019-05-31 2020-09-03
5. PLANET FITNESS INC COM CL A     2020-09-03
12. PROGRESSIVE CORPTHE     2020-09-03
7. PURE STORAGE INC COM   2018-06-04 2020-09-03
2. SALESFORCE COM INC   2018-02-15 2020-09-03
5. T MOBILE US INC COM   2017-08-04 2020-09-03
4. THERMO FISHER SCIENTIFIC INC     2020-09-03
7. TRANSUNION   2019-02-14 2020-09-03
3. TREX CO INC   2020-02-25 2020-09-03
4. TWILIO INC COM CL A   2020-01-10 2020-09-03
3. VERISK ANALYTICS INC   2017-02-06 2020-09-03
11. VISA INC   2013-06-26 2020-09-03
5. VMWARE INC COM   2019-10-24 2020-09-03
5. ZOETIS INC   2018-02-12 2020-09-03
3. SPOTIFY TECHNOLOGY S A SHS ORD   2018-05-03 2020-09-03
285. DBTC TAXABLE INCOME FUND   1999-08-31 2020-09-15
1. PURE STORAGE INC COM   2018-06-04 2020-09-18
33. PURE STORAGE INC COM     2020-09-18
76. PURE STORAGE INC COM     2020-09-18
1. PURE STORAGE INC COM   2019-03-13 2020-09-18
12. PURE STORAGE INC COM   2019-03-13 2020-09-18
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-09-30
12. BECTON DICKINSON AND COMPANY   2017-05-30 2020-10-13
25. T MOBILE US INC COM     2020-10-23
4115. ISHARES COMEX GOLD TR   2018-08-30 2020-10-31
3. BIOMARIN PHARMACEUTICAL INC   2020-01-09 2020-11-09
33. BIOMARIN PHARMACEUTICAL INC     2020-11-09
14. BIOMARIN PHARMACEUTICAL INC   2020-01-09 2020-11-09
1. AMETEK INC   2006-05-18 2020-11-23
10. AMETEK INC   2006-05-18 2020-11-23
4. AMETEK INC   2006-05-18 2020-11-23
4. BECTON DICKINSON AND COMPANY   2017-05-30 2020-11-23
3. BECTON DICKINSON AND COMPANY   2017-05-30 2020-11-23
13. EXACT SCIENCES CORP   2020-02-25 2020-11-23
14. FLEETCOR TECHNOLOGIES INC COM     2020-11-23
335. ISHARES COMEX GOLD TR   2018-08-30 2020-11-27
1280. ISHARES COMEX GOLD TR   2020-02-04 2020-11-27
2500. ISHARES COMEX GOLD TR   2018-08-30 2020-11-30
15. MONDELEZ INTERNATIONAL INC   2018-02-27 2020-11-30
70. SLACK TECHNOLOGIES INC COM CL A     2020-11-30
1. MC DONALDS CORPORATION COMMON   2018-01-17 2020-12-11
3. MC DONALDS CORPORATION COMMON   2018-01-17 2020-12-11
8. MC DONALDS CORPORATION COMMON     2020-12-11
2500. ISHARES COMEX GOLD TR   2018-08-30 2020-12-31
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 4,095   4,617 -522
b 1,669   1,417 252
c 1,358   762 596
d 550   577 -27
e 9   7 2
4,386   4,765 -379
5,540   5,655 -115
16,657   16,059 598
18,216   20,416 -2,200
3,821   1,237 2,584
12   10 2
891   1,129 -238
1,055   194 861
19,762   19,344 418
4,053   873 3,180
2,693   502 2,191
1,919   267 1,652
546   636 -90
883   139 744
5,262   167 5,095
586   599 -13
1,202   1,268 -66
464   448 16
566   206 360
870   759 111
196   203 -7
300   337 -37
991   419 572
611   156 455
1,042   572 470
820   456 364
587   570 17
587   470 117
427   277 150
785   488 297
1,235   1,048 187
363   518 -155
948   287 661
1,658   1,505 153
1,895   1,095 800
1,148   356 792
944   737 207
1,353   707 646
25,182   27,354 -2,172
601   524 77
1,661   1,343 318
3,987   1,247 2,740
552   442 110
1,868   1,836 32
895   190 705
547   368 179
1,334   983 351
1,937   1,624 313
901   498 403
536   614 -78
1,066   152 914
855   560 295
1,667   1,310 357
1,412   922 490
900   651 249
1,564   958 606
1,130   191 939
915   721 194
812   416 396
2,816   681 2,135
648   468 180
691   376 315
960   1,202 -242
929   880 49
3,740   3,179 561
115   135 -20
634   741 -107
58   67 -9
174   202 -28
1,320   1,549 -229
116   135 -19
222   269 -47
55   67 -12
652   807 -155
373   538 -165
1,120   1,877 -757
4,823   4,227 596
1,207   1,264 -57
1,561   1,127 434
2,355   1,339 1,016
13   11 2
2,044   686 1,358
1,637   549 1,088
646   27 619
1,269   53 1,216
13   10 3
800   304 496
2,000   759 1,241
1,239   1,082 157
14   11 3
1,175   812 363
2,263   1,131 1,132
3,012   1,400 1,612
51   49 2
14   10 4
3,909   2,275 1,634
1,017   2,343 -1,326
639   1,287 -648
1,622   1,831 -209
809   904 -95
7     7
2,249   1,338 911
15   10 5
3,014   56 2,958
501   9 492
1,127   415 712
16   11 5
403   376 27
1,016   129 887
1,682   251 1,431
3,428   267 3,161
508   70 438
593   590 3
1,762   33 1,729
728   561 167
228   269 -41
1,041   380 661
536   380 156
361   203 158
819   285 534
603   292 311
208   163 45
621   590 31
772   524 248
383   518 -135
1,011   897 114
720   438 282
301   309 -8
1,974   484 1,490
1,052   737 315
443   139 304
289   285 4
1,084   873 211
5,145   1,192 3,953
891   663 228
308   147 161
312   395 -83
1,146   686 460
106   158 -52
531   224 307
585   321 264
1,712   356 1,356
618   442 176
434   325 109
1,002   461 541
571   250 321
2,326   500 1,826
723   772 -49
810   369 441
810   475 335
22,867   22,213 654
14   23 -9
477   746 -269
1,099   1,693 -594
14   21 -7
173   248 -75
15   11 4
2,835   2,246 589
2,796   1,584 1,212
16   11 5
231   269 -38
2,541   2,770 -229
1,078   1,255 -177
118   14 104
1,176   139 1,037
470   56 414
913   749 164
686   561 125
1,561   1,137 424
3,542   2,859 683
5,681   3,847 1,834
21,708   18,937 2,771
9   6 3
857   663 194
2,980   1,947 1,033
208   175 33
622   524 98
1,659   1,396 263
9   6 3
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
      12,162
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       -522
b       252
c       596
d       -27
e       2
      -379
      -115
      598
      -2,200
      2,584
      2
      -238
      861
      418
      3,180
      2,191
      1,652
      -90
      744
      5,095
      -13
      -66
      16
      360
      111
      -7
      -37
      572
      455
      470
      364
      17
      117
      150
      297
      187
      -155
      661
      153
      800
      792
      207
      646
      -2,172
      77
      318
      2,740
      110
      32
      705
      179
      351
      313
      403
      -78
      914
      295
      357
      490
      249
      606
      939
      194
      396
      2,135
      180
      315
      -242
      49
      561
      -20
      -107
      -9
      -28
      -229
      -19
      -47
      -12
      -155
      -165
      -757
      596
      -57
      434
      1,016
      2
      1,358
      1,088
      619
      1,216
      3
      496
      1,241
      157
      3
      363
      1,132
      1,612
      2
      4
      1,634
      -1,326
      -648
      -209
      -95
      7
      911
      5
      2,958
      492
      712
      5
      27
      887
      1,431
      3,161
      438
      3
      1,729
      167
      -41
      661
      156
      158
      534
      311
      45
      31
      248
      -135
      114
      282
      -8
      1,490
      315
      304
      4
      211
      3,953
      228
      161
      -83
      460
      -52
      307
      264
      1,356
      176
      109
      541
      321
      1,826
      -49
      441
      335
      654
      -9
      -269
      -594
      -7
      -75
      4
      589
      1,212
      5
      -38
      -229
      -177
      104
      1,037
      414
      164
      125
      424
      683
      1,834
      2,771
      3
      194
      1,033
      33
      98
      263
      3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 87,380
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,506
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 1,506
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 1,506
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,336
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 4,336
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 2,830
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,830 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME
    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 ofbulletDEUTSCHE BANK TRUST CO NA Telephone no.bullet (212) 250-0905

    Located atbullet60 WALL STREETNEW YORKNY ZIP+4bullet10005
    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
     
    No
    ........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
    DEUTSCHE TRUST BANK COMPANY N A TRUSTEE
    3     		24,163    
    60 WALL STREET
    NEW YORK,NY10005
    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
    1,982,239
    b
    Average of monthly cash balances.......................
    1b
    79,946
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,062,185
    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
    2,062,185
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,933
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,031,252
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    101,563
    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
    101,563
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,506
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,506
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    100,057
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    100,057
    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
    100,057
    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
    105,371
    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
    105,371
    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
    105,371
    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 7 100,057
    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...... 13,802
    b From 2016...... 15,452
    c From 2017...... 10,513
    d From 2018...... 13,475
    e From 2019...... 5,904
    fTotal of lines 3a through e........ 59,146
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 105,371
    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..... 100,057
    e Remaining amount distributed out of corpus 5,314
    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 64,460
    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) ...     		13,802
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		50,658
    10 Analysis of line 9:
    a Excess from 2016.... 15,452
    b Excess from 2017.... 10,513
    c Excess from 2018.... 13,475
    d Excess from 2019.... 5,904
    e Excess from 2020.... 5,314
    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
    BOWDOIN COLLEGE
    3530 COLLEGE STATION
    BRUNSWICK,ME040118445     		NONE PC GENERAL OPERATING 15,951
    UNIVERSITY OF MAINE
    TWO ALUMNI PLACE
    ORONO,ME044695792     		NONE PC GENERAL OPERATING 47,853
    COLBY COLLEGE
    4341 MAY FLOWER HILL
    WATERVILLE,ME04901     		NONE PC GENERAL OPERATING 15,951
    BATES COLLEGE
    220 COLLEGE STREET
    LEWISTON,ME04240     		NONE PC GENERAL OPERATING 15,951
    Total .................................bullet 3a 95,706
    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 37,782  
    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 87,380  
    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)..   125,162  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    125,162
    (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:
    A C BIRD EST UNIVERSITY MAINE ETAL TR
    EIN:
    13-6192467
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & ACCOUNTING FEES (ALLOC 704 704    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR
    EIN:
    13-6192467
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    89400J107 TRANSUNION AT COST 7,727 12,204
    928563402 VMWARE INC COM AT COST 6,094 5,610
    075887109 BECTON DICKINSON AND AT COST 5,595 9,508
    337738108 FISERV INC COM AT COST 10,059 13,663
    550021109 LULULEMON ATHLETICA AT COST 2,174 5,917
    577130834 MATTHEWS PACIFIC TIG AT COST 55,090 64,560
    609207105 MONDELEZ INTERNATION AT COST 6,678 9,063
    72703H101 PLANET FITNESS INC C AT COST 3,878 4,270
    74340W103 PROLOGIS INC AT COST 3,183 6,378
    74624M102 PURE STORAGE INC COM      
    883556102 THERMO FISHER SCIENT AT COST 3,285 28,413
    92826C839 VISA INC AT COST 5,690 31,060
    02079K305 ALPHABET INC COM CL AT COST 2,311 17,526
    023135106 AMAZON COM INC AT COST 4,190 52,111
    216648402 COOPER COS INCTHE AT COST 1,474 3,997
    517834107 LAS VEGAS SANDS CORP      
    538034109 LIVE NATION ENTERTAI AT COST 3,541 5,658
    701094104 PARKER HANNIFIN CORP      
    992904649 DBTC TAXABLE INCOME AT COST 351,449 368,868
    032654105 ANALOG DEVICES INC AT COST 3,847 6,943
    254687106 WALT DISNEY COTHE AT COST 3,898 8,697
    437076102 HOME DEPOT INCTHE AT COST 5,662 22,843
    45866F104 INTERCONTINENTAL EXC AT COST 5,777 13,489
    464286665 ISHARES MSCI PACIFIC AT COST 50,117 57,923
    655844108 NORFOLK SOUTHERN COR AT COST 990 6,178
    893641100 TRANSDIGM GROUP INC AT COST 80 3,713
    92345Y106 VERISK ANALYTICS INC AT COST 4,508 11,417
    992904755 DBTC US SMALL CAPITA AT COST 83,281 95,367
    031100100 AMETEK INC AT COST 1,349 11,731
    037833100 APPLE INC AT COST 1,518 86,779
    143130102 CARMAX INC AT COST 5,853 7,557
    577130792 MATTHEWS JAPAN FUND AT COST 92,458 108,681
    64110L106 NETFLIX COM INC AT COST 7,918 11,896
    67020Y100 NUANCE COMMUNICATION AT COST 4,163 12,786
    00507V109 ACTIVISION BLIZZARD AT COST 10,150 13,463
    025816109 AMERICAN EXPRESS CO AT COST 5,650 6,650
    252131107 DEXCOM INC AT COST 6,365 13,680
    30063P105 EXACT SCIENCES CORP AT COST 3,146 5,830
    30303M102 FACEBOOK INC A COM AT COST 1,946 9,287
    37940X102 GLOBAL PAYMENTS INC AT COST 4,291 12,925
    464285105 ISHARES COMEX GOLD T AT COST 28,775 45,325
    67066G104 NVIDIA CORP AT COST 1,856 18,799
    79466L302 SALESFORCE COM INC AT COST 5,730 11,572
    872590104 T MOBILE US INC COM AT COST 4,714 10,383
    00724F101 ADOBE SYS INC COM AT COST 2,581 20,005
    008882573 INVESCO EUROPEAN GRO AT COST 148,524 168,045
    09061G101 BIOMARIN PHARMACEUTI      
    09260B630 BLACKROCK HIGH YIELD AT COST 92,201 93,946
    122017106 BURLINGTON STORES IN AT COST 2,423 8,370
    192446102 COGNIZANT TECHNOLOGY      
    256677105 DOLLAR GENERAL CORP AT COST 4,485 10,936
    461202103 INTUIT INC AT COST 3,817 10,256
    518439104 ESTEE LAUDER COS INC AT COST 1,523 5,856
    81762P102 SERVICENOW INC COM AT COST 4,857 16,513
    929160109 VULCAN MATERIALS CO AT COST 2,896 4,746
    015351109 ALEXION PHARMACEUTIC      
    097023105 BOEING COMPANY      
    20605P101 CONCHO RESOURCES INC      
    22160K105 COSTCO WHOLESALE COR AT COST 2,028 9,796
    235851102 DANAHER CORP AT COST 4,440 15,328
    256163106 DOCUSIGN INC COM AT COST 2,149 8,892
    29444U700 EQUINIX INC AT COST 6,202 8,570
    339041105 FLEETCOR TECHNOLOGIE      
    46434G103 ISHARES CORE MSCI EM AT COST 95,203 108,260
    580135101 MC DONALDS CORPORATI AT COST 7,471 9,227
    594918104 MICROSOFT CORP AT COST 12,331 81,406
    871607107 SYNOPSYS INC COM AT COST 4,146 11,666
    922042874 VANGUARD FTSE EUROPE AT COST 126,479 137,950
    98978V103 ZOETIS INC AT COST 4,707 10,758
    L8681T102 SPOTIFY TECHNOLOGY S AT COST 6,336 12,901
    02079K107 ALPHABET INC COM CL AT COST 2,561 19,271
    110122108 BRISTOL-MYERS SQUIBB AT COST 6,444 6,637
    55273E640 MFS EMERGING MARKETS AT COST 86,707 91,605
    743315103 PROGRESSIVE CORPTHE AT COST 9,061 24,522
    743424103 PROOFPOINT INC COM AT COST 7,134 8,185
    776696106 ROPER TECHNOLOGIES I AT COST 1,365 11,639
    163092109 CHEGG INC COM AT COST 3,298 6,323
    76680R206 RINGCENTRAL INC COM AT COST 4,511 6,064
    22822V101 CROWN CASTLE INTERNA AT COST 4,957 4,776
    89531P105 TREX CO INC AT COST 2,621 4,521
    90138F102 TWILIO INC COM CL A AT COST 4,856 12,525
    268150109 DYNATRACE INC COM AT COST 4,147 4,976
    57667L107 MATCH GROUP INC NEW AT COST 5,725 9,223
    77543R102 ROKU INC COM CL A AT COST 2,434 4,980
    278865100 ECOLAB INC COM AT COST 5,632 7,140
    88087E100 TERMINIX GLOBAL HOLD AT COST 5,941 7,141
    368736104 GENERAC HOLDINGS INC AT COST 6,489 6,822
    90353T100 UBER TECHNOLOGIES IN AT COST 3,119 3,009
    038222105 APPLIED MATERIALS IN AT COST 3,592 5,178
    05338G106 AVALARA INC COM AT COST 2,482 3,298
    007903107 ADVANCED MICRO DEVIC AT COST 9,046 9,630
    436440101 HOLOGIC INC AT COST 9,522 12,745
    55306N104 MKS INSTRUMENTS INC AT COST 2,747 3,761

    TY 2020 OtherDecreasesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR
    EIN:
    13-6192467
    Description Amount
    MUTUAL FUND TIMING ADJUSTMENT 51
    PY CTF BOOK DIFFERENCE 62
    ROC ADJUSTMENT ON CY SALES 24


    TY 2020 OtherExpensesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR
    EIN:
    13-6192467
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE - PROCEEDS 155 155   0


    TY 2020 OtherIncreasesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR
    EIN:
    13-6192467
    Description Amount
    CTF FEES 704
    ROUNDING 5


    TY 2020 TaxesSchedule
    Name:
    A C BIRD EST UNIVERSITY MAINE ETAL TR
    EIN:
    13-6192467
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 897 897   0
    FOREIGN TAXES ON NONQUALIFIED 216 216   0