TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
POTTS FAMILY FOUNDATION 1559-1045000095

Number and street (or P.O. box number if mail is not delivered to street address)701 POYDRAS ST STE 3200
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA701397727

A Employer identification number

83-6537907

B Telephone number (see instructions)

(504) 599-2191

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$11,242,153J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	4,706,184
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	114,178		114,178
5a	Gross rents............	600		600	600
b	Net rental income or (loss) 600
6a	Net gain or (loss) from sale of assets not on line 10		-185,654
b	Gross sales price for all assets on line 6a 3,008,305
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........	4,635,308		114,778	600
13	Compensation of officers, directors, trustees, etc.	58,474		48,838		9,636
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		3,080	0	0	3,080
b	Accounting fees (attach schedule).......		750	0	0	750
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		6,692	4,192		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).......		3,705	3,705
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	72,701		56,735	0	13,466
25	Contributions, gifts, grants paid.......	201,074				201,074
26	Total expenses and disbursements. Add lines 24 and 25	273,775		56,735	0	214,540
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	4,361,533
b	Net investment income (if negative, enter -0-)			58,043
c	Adjusted net income (if negative, enter -0-)...				600

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	903,033	192,702	192,702
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	240,165	869,782	878,574
	b	Investments—corporate stock (attach schedule).......	4,130,293	6,356,623	7,281,793
	c	Investments—corporate bonds (attach schedule).......	156,035	547,733	578,084
	11	Investments—land, buildings, and equipment: basis 399,350
		Less: accumulated depreciation (attach schedule)	399,350	399,350	477,000
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		1,821,383	1,834,000
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,828,876	10,187,573	11,242,153
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	5,828,876	10,187,573
	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).....	5,828,876	10,187,573
	30	Total liabilities and net assets/fund balances (see instructions).	5,828,876	10,187,573

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

5,828,876

Enter amount from Part I, line 27a .....................

4,361,533

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

10,190,414

Decreases not included in line 2 (itemize) bullet

2,841

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

10,187,573

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	8. WELLCARE HEALTH PLANS INC.			2020-01-23
b	108. DXC TECHNOLOGY CO		2017-08-21	2020-01-24
c	10496. FORD MTR CO DEL COM PAR $0.01		2017-08-21	2020-01-24
d	1265. HP INC		2017-08-21	2020-01-24
e	1265. HP ENTERPRISE CO		2017-08-21	2020-01-24
	2000. INTERNATIONAL BUSINESS MACHS COM		2017-08-21	2020-01-24
	43. TRAVELERS COMPANIES INC COM		2017-08-21	2020-01-24
	660. AVNET INC COM		2017-08-21	2020-01-28
	76. CITIGROUP INC		2017-08-21	2020-01-28
	4095. EDGEWELL PERSONAL CARE CO		2017-08-21	2020-01-28
	4095. ENERGIZER HOLDINGS INC		2017-08-21	2020-01-28
	1000. ENTERGY CORP NEW COM		2017-08-21	2020-01-28
	872. GENERAL MLS INC COM			2020-01-28
	1978. IBERIABANK CORP COM			2020-01-28
	1753. PFIZER INC COM		2017-08-21	2020-01-28
	670. POST HOLDINGS		2017-08-21	2020-01-28
	100. PRUDENTIAL FINL INC COM			2020-01-28
	.04 CENTENE CORP		2019-07-12	2020-02-12
	167. CELANESE COPR DEL			2020-02-21
	67. EXPEDITORS INTL WASH INC			2020-02-21
	32. SALESFORCE COM INC		2020-01-28	2020-02-21
	98. STARBUCKS CORP COM			2020-02-21
	105. VALERO ENERGY CORP NEW COM			2020-02-21
	62. VEEVA SYSTEMS INC - CLASS A		2019-07-12	2020-02-21
	2. ALBEMARLE CORP COM		2020-02-21	2020-03-17
	3. CENTENE CORP		2019-07-12	2020-03-17
	962.717 BLACKROCK HIGH YIELD BOND PORT - INST		2019-12-27	2020-03-18
	631.777 DFA COMMODITY STRATEGY PORTFOLIO		2019-12-27	2020-03-18
	685.244 EATON VANCE FLOATING RATE CLASS I		2019-07-12	2020-03-18
	1052.291 GOLDMAN SACHS EMERGING MKTS DEBT FUND -		2019-09-09	2020-03-18
	2363.72 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FU		2019-12-27	2020-03-18
	382.274 HANCOCK HORIZON DYNAMIC ASSET ALLOCATION		2019-12-27	2020-03-18
	147. ASGN INC			2020-03-27
	187. ARROW ELECTRS INC COM			2020-03-27
	292. AUTONATION INC			2020-03-27
	447. FIRST HORIZON NATL CORP COM			2020-03-27
	161. MASTEC INC			2020-03-27
	86. MORNINGSTAR INC			2020-03-27
	109. MURPHY USA, INC			2020-03-27
	275. SPIRIT REALTY CAPITAL INC			2020-03-27
	37. ROYAL GOLD INC COM			2020-03-30
	13054.017 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FU			2020-04-28
	747. ANGIODYNAMICS INC			2020-05-20
	282. BOYD GAMING CORP			2020-05-20
	237. CIT GROUP INC			2020-05-20
	45. CARLISLE COS INC COM			2020-05-20
	24. CENTENE CORP			2020-05-20
	146. EMCOR GROUP INC COM			2020-05-20
	54. EURONET WORLDWIDE INC COM			2020-05-20
	108. EXTRA SPACE STORAGE INC			2020-05-20
	446. FEDERAL SIGNAL CORP			2020-05-20
	203. FIRST AMERICAN FIN'L			2020-05-20
	339. GENTEX CORP			2020-05-20
	937. HELIX ENERGY SOLUTIONS			2020-05-20
	37. LANDSTAR SYSTEMS		2019-12-26	2020-05-20
	348. OGE ENERGY CORP			2020-05-20
	34. POOL CORPORATION		2020-02-21	2020-05-20
	106. RAPID7 INC COM			2020-05-20
	110. SKECHERS USA INC			2020-05-20
	692. VIAVI SOLUTIONS INC			2020-05-20
	172. WEBSTER WEBSTER FINL CORP			2020-05-20
	22. ZEBRA TECHNOLOGIES CORP			2020-05-20
	301. ASSURED GUARANTY LTD			2020-05-20
	947. ALLY FINANCIAL INC			2020-05-21
	4. AMAZON COM INC COM		2019-07-12	2020-05-21
	28. HUMANA INC COM			2020-05-21
	46. MARKETAXESS			2020-05-21
	101. NIKE INC CL B			2020-05-21
	419. PPL CORP COM			2020-05-21
	94. PAYCHEX INC			2020-05-21
	273. TJX COS INC NEW COM			2020-05-21
	125. T-MOBILE US INC		2020-01-28	2020-05-21
	43. VEEVA SYSTEMS INC - CLASS A			2020-05-21
	157. ANGIODYNAMICS INC		2020-03-17	2020-05-27
	23. ANIXTER INTL INC			2020-05-27
	38. DIODES			2020-05-27
	40. EMPLOYERS HOLDINGS INC			2020-05-27
	16. EPLUS INC			2020-05-27
	103. FEDERAL SIGNAL CORP		2019-07-12	2020-05-27
	35. INSIGHT ENTERPRISES			2020-05-27
	63. KEMET CORP			2020-05-27
	17. LUMENTUM HOLDINGS			2020-05-27
	12. MANTECH INTERNATIONAL CORP CL A		2020-01-28	2020-05-27
	70. OTTER TAIL CORP			2020-05-27
	60. TRIUMPH GROUP			2020-05-27
	91. UFP INDUSTRIES INC COM			2020-05-27
	25. WINNEBAGO INDUSTRIES, INC.			2020-05-27
	.49 XPERI HOLDING CORPORATION COM		2019-07-12	2020-06-02
	65000. U S TREASURY 2.25% 11/15/2025		2020-06-01	2020-06-05
	52. KEMET CORP			2020-06-15
	.51 FIDELITY NATIONAL FINANCIAL INC		2020-05-27	2020-06-19
	25000. COMCAST CORP 3.55% 05/01/2028		2020-03-19	2020-06-24
	25000. HOME DEPOT INC 2.8% 09/14/2027		2020-03-19	2020-06-24
	160. ISHARES MBS ETF		2020-06-01	2020-06-24
	25000. JOHNSON & JOHNSON 4.375% 12/05/2033-2033		2020-03-19	2020-06-24
	5000. PAYPAL HLDGS INC 2.3% 06/01/2030-2030		2020-06-05	2020-06-24
	. MATCH GROUP INC			2020-07-01
	299. T-MOBILE US INC RIGHTS		2020-06-24	2020-07-01
	6. AGCO CORP		2020-05-20	2020-07-28
	5. ABBVIE INC		2020-05-21	2020-07-28
	2. ALPHABET INC INC CL A		2019-07-12	2020-07-28
	2. AMAZON COM INC COM		2019-07-12	2020-07-28
	32. ANTERO MIDSTREAM CORP		2020-05-20	2020-07-28
	19. APPLE COMPUTER INC COM		2019-07-12	2020-07-28
	41. ASSOCIATED BANC CORP		2019-07-12	2020-07-28
	1. AUTOZONE INC COM		2020-03-27	2020-07-28
	16. BMW TECHNOLOGIES INC		2020-05-20	2020-07-28
	13. BANCORPSOUTH BANK		2020-05-20	2020-07-28
	58. BANK OF AMERICA CORPORATION COM		2019-07-12	2020-07-28
	13. BEST BUY INC COM		2019-07-12	2020-07-28
	27. BORG WARNER INC		2020-05-20	2020-07-28
	27. BRINKER INTL INC COM		2020-05-20	2020-07-28
	8. CARLISLE COS INC COM		2020-01-28	2020-07-28
	1. CHEMED CORP		2019-07-12	2020-07-28
	16. CHEVRONTEXACO CORP STOCK		2019-07-12	2020-07-28
	10. CIENA CORP		2020-05-20	2020-07-28
	3. CIRRUS LOGIC INC.		2019-07-12	2020-07-28
	4. CITRIX SYSTEMS INC		2020-05-21	2020-07-28
	34. COCA COLA CO COM		2019-07-12	2020-07-28
	18. CONOCOPHILLIPS CONOCO PHILLIPS		2020-02-21	2020-07-28
	50. CONTINENTAL RESOURCES INC		2020-03-27	2020-07-28
	5. CORESITE REALTY CORP		2019-07-12	2020-07-28
	12. CORELOGIC INC		2020-05-20	2020-07-28
	2. COSTCO WHOLESALE CORP		2020-01-28	2020-07-28
	18. CYRUSONE INC		2020-05-21	2020-07-28
	6. DECKERS OUTDOOR CORP		2020-05-21	2020-07-28
	9. DIGITAL RLTY TR INC		2019-07-12	2020-07-28
	26. DISNEY WALT CO COM DISNEY		2019-07-12	2020-07-28
	14. DOMINION RES INC VA NEW COM		2020-05-21	2020-07-28
	10. EBAY INC		2019-09-09	2020-07-28
	20. EDWARDS LIFESCIENCES CORP COM		2019-11-20	2020-07-28
	25. ELEMENT SOLUTIONS INC		2020-01-28	2020-07-28
	16. ENVISTA HOLDINGS CORPORATION		2020-05-20	2020-07-28
	27. ESSENTIAL UTILITIES INC		2020-05-20	2020-07-28
	11. EXELON CORP COM			2020-07-28
	38. EXELIXIS INC		2020-05-20	2020-07-28
	25. EXXON MOBIL CORP COM		2019-07-12	2020-07-28
	15. FACEBOOK INC		2019-07-12	2020-07-28
	4. FAIR ISAAC CORP		2019-07-12	2020-07-28
	1. FIRST CITIZENS BCSHS-CL A		2020-05-20	2020-07-28
	17. FIRST SOLAR INC		2020-03-27	2020-07-28
	177. GENERAL ELEC CO COM		2019-07-12	2020-07-28
	338. GENWORTH FINANCIAL INC		2020-05-20	2020-07-28
	2. GILEAD SCIENCES INC.		2019-07-12	2020-07-28
	23. HANOVER INSURANCE GROUP, INC		2019-07-12	2020-07-28
	24. HEALTHEQUITY INC		2020-03-27	2020-07-28
	13. HEICO CORP COM		2019-07-12	2020-07-28
	2. HILL-ROM HOLDINGS		2019-12-19	2020-07-28
	12. HOME DEPOT INC COM		2019-07-12	2020-07-28
	6. ITT INC		2020-05-20	2020-07-28
	12. INTEGRA LIFESCIENCES		2020-05-20	2020-07-28
	6. INTUITIVE SURGICAL		2019-07-12	2020-07-28
	14. J P MORGAN CHASE & CO COM		2019-07-12	2020-07-28
	124. JETBLUE AIRWAYS CORP			2020-07-28
	115. KEYCORP NEW COM			2020-07-28
	9. KEYSIGHT TECHNOLOGIES INC		2019-11-20	2020-07-28
	4. KIMBERLY CLARK CORP COM		2020-05-21	2020-07-28
	7. L3HARRIS TECHNOLOGIES INC		2019-07-12	2020-07-28
	32. LAMAR ADVERTISING		2019-07-12	2020-07-28
	7. LAMAR ADVERTISING		2020-01-28	2020-07-28
	9. LANDSTAR SYSTEMS		2019-07-12	2020-07-28
	9. ESTEE LAUDER COMPANIES INC CL A		2019-07-12	2020-07-28
	4. LENDINGTREE INC		2020-05-20	2020-07-28
	15. LIFE STORAGE INC		2019-07-12	2020-07-28
	6. LOCKHEED MARTIN CORP COM		2019-07-12	2020-07-28
	10. MANHATTAN ASSOCIATES		2019-07-12	2020-07-28
	4. MARKETAXESS		2019-07-12	2020-07-28
	10. MASCO CORP		2019-07-12	2020-07-28
	6. MASTEC INC		2020-05-20	2020-07-28
	20. MATCH GROUP INC NEW COM		2019-07-12	2020-07-28
	20. METLIFE INC COM			2020-07-28
	22. MICROSOFT CORP COM		2019-07-12	2020-07-28
	10. MOLINA HEALTHCARE		2019-07-12	2020-07-28
	2. NETFLIX INC		2020-05-21	2020-07-28
	10. NEWELL RUBBERMAID INC COM		2020-01-28	2020-07-28
	3. NEWMONT MINING CORP COM		2020-03-30	2020-07-28
	64. ONEOK INC		2019-07-12	2020-07-28
	36. ONEMAIN HOLDINGS INC			2020-07-28
	44. ONEMAIN HOLDINGS INC		2019-07-12	2020-07-28
	7. OSHKOSH TRUCK CORP		2019-12-26	2020-07-28
	4. OUTFRONT MEDIA COM		2020-01-28	2020-07-28
	78. OUTFRONT MEDIA COM		2019-07-12	2020-07-28
	9. OWENS CORNING INC		2020-03-27	2020-07-28
	23. PACCAR INC COM			2020-07-28
	87. PEBBLEBROOK HOTEL TRUST		2020-05-20	2020-07-28
	58. PFIZER INC COM		2019-07-12	2020-07-28
	3. PHILIP MORRIS INTL INC		2019-07-12	2020-07-28
	16. PHILLIPS 66 COM		2019-07-12	2020-07-28
	23. PILGRIM'S PRIDE CORP		2019-12-26	2020-07-28
	5. PLANET FITNESS INC - CL A		2020-01-28	2020-07-28
	36. PLANET FITNESS INC - CL A		2019-07-12	2020-07-28
	10. POLARIS INC		2020-05-20	2020-07-28
	12. POOL CORPORATION		2019-07-12	2020-07-28
	22. POPULAR INC		2019-07-12	2020-07-28
	17. PROGRESSIVE CORP OHIO COM		2019-07-12	2020-07-28
	4. REALPAGE, INC.		2020-05-20	2020-07-28
	2. RELIANCE STEEL & ALUMINUM CO		2019-12-19	2020-07-28
	1. SALESFORCE COM INC		2019-07-12	2020-07-28
	2. SCOTTS MIRACLE-GRO COMPANY		2020-03-27	2020-07-28
	39. SOUTHWEST AIRLS CO COM		2019-07-12	2020-07-28
	32. STEEL DYNAMICS INC		2019-07-12	2020-07-28
	16. SYNNEX CORP			2020-07-28
	71. SYSCO CORP COM		2019-07-12	2020-07-28
	20. T-MOBILE US INC		2019-07-12	2020-07-28
	11. TARGET CORP COM		2020-05-21	2020-07-28
	15. TAYLOR MORRISON HOME CORP A		2020-05-20	2020-07-28
	21. TENET		2020-05-20	2020-07-28
	4. TERADYNE		2019-07-12	2020-07-28
	7. UNITED RENTALS INC		2020-03-27	2020-07-28
	50. US FOODS HOLDING CORP			2020-07-28
	2. UNITED THERAPEUTICS CORP		2020-05-20	2020-07-28
	5. UNITEDHEALTH GROUP INC COM		2020-05-21	2020-07-28
	9. VEEVA SYSTEMS INC - CLASS A		2020-01-28	2020-07-28
	20. VISA INC		2019-07-12	2020-07-28
	118. VISTRA CORP COM		2019-07-12	2020-07-28
	28. WALKER & DUNLOP		2019-07-12	2020-07-28
	5. WASTE MGMT INC DEL COM		2020-05-21	2020-07-28
	10. WESTERN ALLIANCE BANCORP		2020-03-27	2020-07-28
	13. WOODWARD INC		2019-12-26	2020-07-28
	19. WYNDHAM WORLDWIDE CORP COM		2019-07-12	2020-07-28
	2. ZEBRA TECHNOLOGIES CORP		2019-07-12	2020-07-28
	11. ZOETIS		2019-07-12	2020-07-28
	4. ICON PLC PLC		2019-07-12	2020-07-28
	7. JAZZ PHARMACEUTICALS PLC			2020-07-28
	27. MEDTRONIC PLC		2019-07-12	2020-07-28
	487.06 COHEN & STEERS GL INFR-I		2019-07-12	2020-07-29
	2669.122 TORTOISE MLP & PIPELINE - INST		2019-07-12	2020-07-29
	7945.467 TORTOISE MLP & PIPELINE - INST			2020-07-29
	20000. U S TREASURY 2.625% 02/15/2029		2019-09-18	2020-08-07
	3. AMAZON COM INC COM		2019-07-12	2020-08-19
	40. APPLE COMPUTER INC COM		2019-07-12	2020-08-19
	17.0001 DISNEY WALT CO COM DISNEY		2019-07-12	2020-08-19
	8. DISNEY WALT CO COM DISNEY			2020-08-19
	25.9999 DISNEY WALT CO COM DISNEY		2019-07-12	2020-08-19
	1272. GENERAL ELEC CO COM			2020-08-19
	210. GENERAL ELEC CO COM		2019-07-12	2020-08-19
	63. HANOVER INSURANCE GROUP, INC		2019-07-12	2020-08-19
	104. HANOVER INSURANCE GROUP, INC		2020-01-28	2020-08-19
	172. INTEL CORP COMMON STOCK (INT C)			2020-08-19
	15. INTUITIVE SURGICAL		2019-07-12	2020-08-19
	106. KEYSIGHT TECHNOLOGIES INC			2020-08-19
	188. MICRON TECHNOLOGY INC COM			2020-08-19
	103. MICRON TECHNOLOGY INC COM		2019-07-12	2020-08-19
	193. ONEOK INC			2020-08-19
	16. ONEOK INC		2019-07-12	2020-08-19
	46. PHILIP MORRIS INTL INC			2020-08-19
	21. PHILIP MORRIS INTL INC		2019-07-12	2020-08-19
	26. PHILLIPS 66 COM		2019-07-12	2020-08-19
	89. PHILLIPS 66 COM			2020-08-19
	60. TEXAS INSTRS INC COM		2019-07-12	2020-08-19
	6. TEXAS INSTRS INC COM			2020-08-19
	50. VISA INC		2019-07-12	2020-08-19
	477. ANTERO MIDSTREAM CORP		2020-05-20	2020-08-21
	26. APPILED INDUSTRIAL TECHNOLOGIES			2020-08-21
	12. APPILED INDUSTRIAL TECHNOLOGIES		2019-08-09	2020-08-21
	65. ASSOCIATED BANC CORP		2019-07-12	2020-08-21
	428. ASSOCIATED BANC CORP			2020-08-21
	34. BRADY CORP			2020-08-21
	15. BRADY CORP		2019-07-12	2020-08-21
	1. CHEMED CORP		2019-07-12	2020-08-21
	11. CHEMED CORP			2020-08-21
	283. CONTINENTAL RESOURCES INC		2020-03-27	2020-08-21
	35. CROCS INC		2019-08-09	2020-08-21
	10. CROCS INC		2020-01-28	2020-08-21
	35. DOMTAR CORP		2019-07-12	2020-08-21
	129. DOMTAR CORP			2020-08-21
	9. GIBRALTAR INDUS			2020-08-21
	22. GIBRALTAR INDUS		2019-08-09	2020-08-21
	107. HANOVER INSURANCE GROUP, INC			2020-08-21
	182. HEALTHEQUITY INC		2020-03-27	2020-08-21
	8. INDEPENDENT BANK		2019-07-12	2020-08-21
	18. INDEPENDENT BANK			2020-08-21
	12. INNOSPEC INC		2019-08-09	2020-08-21
	25. INNOSPEC INC			2020-08-21
	10. IRIDIUM COMMUNICATIONS		2020-01-28	2020-08-21
	41. IRIDIUM COMMUNICATIONS		2019-07-12	2020-08-21
	526. JETBLUE AIRWAYS CORP			2020-08-21
	23. KB HOME COM			2020-08-21
	34. KB HOME COM		2019-07-12	2020-08-21
	27. LTC PROPERTIES INC REAL ESTATE INVESTMEN			2020-08-21
	13. LTC PROPERTIES INC REAL ESTATE INVESTMEN		2019-07-12	2020-08-21
	7. LUMENTUM HOLDINGS		2019-07-12	2020-08-21
	9. MATCH GROUP INC NEW COM		2019-07-12	2020-08-21
	122. MATCH GROUP INC NEW COM			2020-08-21
	69. ONESPAN INC			2020-08-21
	112. OWENS & MINOR INC		2020-05-27	2020-08-21
	746. PEBBLEBROOK HOTEL TRUST		2020-05-20	2020-08-21
	47. PILGRIM'S PRIDE CORP		2019-08-12	2020-08-21
	157. PILGRIM'S PRIDE CORP			2020-08-21
	165. PLANET FITNESS INC - CL A			2020-08-21
	193. POPULAR INC			2020-08-21
	3. POPULAR INC		2019-07-12	2020-08-21
	45. S&T BANCORP			2020-08-21
	21. S&T BANCORP		2019-07-12	2020-08-21
	28. SEACOR HOLDINGS INC			2020-08-21
	15. SEACOR HOLDINGS INC		2019-07-12	2020-08-21
	76. STEELCASE INC CL A			2020-08-21
	30. STEELCASE INC CL A		2019-07-12	2020-08-21
	76. UNITED COMMUNITY BANKS, INC.			2020-08-21
	80. URSTADT BIDDLE			2020-08-21
	37. URSTADT BIDDLE		2019-07-12	2020-08-21
	43. WHITESTONE REIT		2019-07-12	2020-08-21
	96. WHITESTONE REIT			2020-08-21
	150.025 XPERI HOLDING CORPORATION COM			2020-08-21
	56.975 XPERI HOLDING CORPORATION COM			2020-08-21
	40000. CALIFORNIA STATEWIDE CMNTYS DEV REV REF BDS 2011 CA 5% 12/01/2		2020-03-23	2020-08-26
	153. GENWORTH FINANCIAL INC		2020-05-20	2020-08-31
	69.885 VANGUARD SMALL CAP GROWTH INDEX ADM		2019-07-12	2020-08-31
	15000. US TREASURY 2% 09/30/2020		2019-09-18	2020-09-30
	10000. US TREASURY 2% 09/30/2020		2020-06-05	2020-09-30
	10000. BOOKING HOLDINGS INC BOOKING HOLDINGS IN		2019-09-18	2020-10-15
	209. ALBEMARLE CORP COM			2020-10-27
	1. AMAZON COM INC COM		2019-07-12	2020-10-27
	71. CITRIX SYSTEMS INC			2020-10-27
	274. COCA COLA CO COM			2020-10-27
	120. COCA COLA CO COM			2020-10-27
	50. L3HARRIS TECHNOLOGIES INC			2020-10-27
	94. L3HARRIS TECHNOLOGIES INC			2020-10-27
	35. ESTEE LAUDER COMPANIES INC CL A			2020-10-27
	79. ESTEE LAUDER COMPANIES INC CL A			2020-10-27
	88. MASCO CORP			2020-10-27
	40. MASCO CORP			2020-10-27
	8. TEXAS INSTRS INC COM		2019-09-09	2020-10-27
	100. TEXAS INSTRS INC COM			2020-10-27
	61. WASTE MGMT INC DEL COM			2020-10-27
	19. ASGN INC			2020-10-28
	161. CIENA CORP			2020-10-28
	37. CITY HOLDING CO			2020-10-28
	14. CITY HOLDING CO		2019-07-12	2020-10-28
	235. CONSOLIDATED COMMUNICATIONS			2020-10-28
	92. FIRST SOLAR INC			2020-10-28
	30. GMS INC			2020-10-28
	86. HILL-ROM HOLDINGS			2020-10-28
	40. HILL-ROM HOLDINGS			2020-10-28
	29. INTEGER HOLDINGS INC			2020-10-28
	222. MANITOWOC COMPANY INC			2020-10-28
	32. MANITOWOC COMPANY INC		2019-07-12	2020-10-28
	43. MANTECH INTERNATIONAL CORP CL A			2020-10-28
	99. MANTECH INTERNATIONAL CORP CL A			2020-10-28
	1. MANTECH INTERNATIONAL CORP CL A		2019-07-12	2020-10-28
	16. MATERION CORP		2019-07-12	2020-10-28
	43. MATERION CORP			2020-10-28
	102. MAXIMUS INC			2020-10-28
	3. MEDPACE HOLDINGS INC		2019-08-09	2020-10-28
	371. OUTFRONT MEDIA COM			2020-10-28
	52. OUTFRONT MEDIA COM			2020-10-28
	17. POOL CORPORATION			2020-10-28
	88. REALPAGE, INC.			2020-10-28
	29. SLEEP NUMBER CORP		2019-07-12	2020-10-28
	20. SLEEP NUMBER CORP			2020-10-28
	32. TERADYNE			2020-10-28
	81. TERADYNE			2020-10-28
	104. TREDEGAR CORPORATION INC			2020-10-28
	38. UNIVERSAL ELECTRONICS			2020-10-28
	92. UNIVERSAL INSURANCE HOLDINGS			2020-10-28
	35. UNIVERSAL INSURANCE HOLDINGS		2019-07-12	2020-10-28
	123. W&T OFFSHORE INC		2019-07-12	2020-10-28
	342. W&T OFFSHORE INC			2020-10-28
	48. EVEREST RE GROUP LTD COM			2020-10-28
	300. ISHARES MBS ETF		2019-09-18	2020-10-29
	35000. US TREASURY 1.375% 10/31/2020			2020-10-31
	15000. US TREASURY 1.375% 10/31/2020		2019-09-18	2020-10-31
	9.581 VIATRIS INC			2020-11-20
	44.419 VIATRIS INC			2020-11-20
	.098 VIATRIS INC		2020-03-17	2020-11-27
	25000. COMCAST CORP 3% 02/01/2024		2020-08-31	2020-12-04
	10000. COMCAST CORP 3% 02/01/2024		2019-09-18	2020-12-04
	40. CONCENTRIX CORPORATION COM		2019-11-21	2020-12-08
	84. CONCENTRIX CORPORATION COM			2020-12-08
	200. ISHARES MBS ETF		2019-09-18	2020-12-31
	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
	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
	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
	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
	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
	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
	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
	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
	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
	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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,760	2,414	346
b	3,729	7,839	-4,110
c	93,885	111,126	-17,241
d	27,635	23,444	4,191
e	18,730	16,969	1,761
	281,696	279,550	2,146
	5,777	5,482	295
	26,266	23,658	2,608
	5,888	5,040	848
	108,193	307,125	-198,932
	196,834	170,229	26,605
	129,996	78,250	51,746
	46,309	49,957	-3,648
	146,525	150,229	-3,704
	66,691	57,139	9,552
	71,452	1	71,451
	9,229	2	9,227
	3	3
	17,920	18,584	-664
	5,048	4,950	98
	6,063	5,872	191
	8,560	8,956	-396
	8,660	9,001	-341
	9,938	10,843	-905
	130	185	-55
	174	200	-26
	6,094	7,490	-1,396
	2,584	3,525	-941
	5,201	6,092	-891
	10,565	13,134	-2,569
	20,328	23,354	-3,026
	4,874	6,216	-1,342
	4,986	9,621	-4,635
	9,534	13,558	-4,024
	8,694	12,774	-4,080
	3,724	6,538	-2,814
	4,805	9,009	-4,204
	10,234	12,794	-2,560
	9,024	11,400	-2,376
	7,793	11,546	-3,753
	3,409	4,093	-684
	116,964	128,772	-11,808
	7,899	13,068	-5,169
	5,561	8,599	-3,038
	3,805	9,241	-5,436
	5,270	7,149	-1,879
	1,578	1,598	-20
	9,293	11,017	-1,724
	5,059	7,904	-2,845
	9,402	11,385	-1,983
	12,550	13,945	-1,395
	9,783	10,800	-1,017
	8,609	9,368	-759
	2,349	7,660	-5,311
	4,174	4,182	-8
	10,804	14,002	-3,198
	7,828	7,863	-35
	4,892	5,782	-890
	3,044	3,746	-702
	7,734	9,702	-1,968
	4,271	7,418	-3,147
	5,296	5,348	-52
	7,820	12,766	-4,946
	15,319	29,076	-13,757
	9,846	8,046	1,800
	11,094	8,874	2,220
	21,725	16,896	4,829
	9,499	9,594	-95
	10,714	13,878	-3,164
	6,339	7,856	-1,517
	14,765	15,840	-1,075
	12,065	10,262	1,803
	8,513	6,784	1,729
	1,683	1,437	246
	2,204	1,835	369
	1,887	2,005	-118
	1,244	1,659	-415
	1,192	1,232	-40
	3,039	2,736	303
	1,804	2,406	-602
	1,700	1,642	58
	1,217	1,285	-68
	913	995	-82
	2,943	3,552	-609
	459	1,089	-630
	4,225	3,858	367
	1,449	1,361	88
	7	10	-3
	70,936	71,585	-649
	1,414	1,015	399
	16	17	-1
	28,551	24,886	3,665
	27,894	24,217	3,677
	17,691	17,758	-67
	32,634	27,821	4,813
	5,177	5,148	29
	453		453
	31	753	-722
	370	307	63
	483	460	23
	3,005	2,289	716
	6,006	4,023	1,983
	185	139	46
	7,101	3,875	3,226
	538	860	-322
	1,166	856	310
	864	920	-56
	280	268	12
	1,410	1,709	-299
	1,264	975	289
	1,039	802	237
	717	619	98
	940	1,254	-314
	454	384	70
	1,423	2,018	-595
	575	528	47
	192	130	62
	551	551
	1,635	1,774	-139
	700	1,054	-354
	846	432	414
	632	586	46
	823	543	280
	654	623	31
	1,448	1,259	189
	1,263	1,003	260
	1,382	1,088	294
	3,014	3,774	-760
	1,145	1,101	44
	562	409	153
	1,549	1,632	-83
	267	300	-33
	351	293	58
	1,225	1,100	125
	416	528	-112
	925	955	-30
	1,087	1,943	-856
	3,458	3,023	435
	1,665	1,388	277
	406	361	45
	1,013	619	394
	1,214	1,811	-597
	769	1,043	-274
	147	132	15
	2,279	3,004	-725
	1,262	1,271	-9
	1,226	1,760	-534
	229	227	2
	3,184	2,600	584
	353	325	28
	582	597	-15
	4,068	3,153	915
	1,361	1,603	-242
	1,269	2,462	-1,193
	1,374	2,242	-868
	861	974	-113
	602	548	54
	1,200	1,378	-178
	2,111	2,596	-485
	462	661	-199
	1,100	974	126
	1,731	1,693	38
	1,426	1,033	393
	1,449	1,510	-61
	2,322	2,209	113
	951	714	237
	2,037	1,435	602
	545	387	158
	236	228	8
	1,968	1,451	517
	751	1,018	-267
	4,448	3,053	1,395
	1,811	1,450	361
	976	867	109
	173	201	-28
	206	143	63
	1,794	4,450	-2,656
	1,016	1,563	-547
	1,242	1,516	-274
	555	664	-109
	59	122	-63
	1,152	2,064	-912
	551	357	194
	1,959	1,794	165
	909	1,071	-162
	2,262	2,447	-185
	234	245	-11
	1,018	1,606	-588
	369	770	-401
	269	398	-129
	1,934	2,775	-841
	1,050	830	220
	3,682	2,197	1,485
	829	1,236	-407
	1,486	1,427	59
	249	253	-4
	200	241	-41
	190	159	31
	291	200	91
	1,256	2,040	-784
	873	957	-84
	1,939	2,228	-289
	3,792	5,139	-1,347
	2,084	1,589	495
	1,358	1,298	60
	355	256	99
	534	456	78
	348	184	164
	1,104	632	472
	1,014	2,076	-1,062
	226	240	-14
	1,499	1,441	58
	2,260	1,308	952
	3,942	3,591	351
	2,171	2,685	-514
	1,395	1,584	-189
	536	495	41
	361	314	47
	1,020	1,541	-521
	539	877	-338
	542	400	142
	1,608	1,244	364
	740	596	144
	796	1,049	-253
	2,599	2,678	-79
	9,824	10,180	-356
	21,406	35,467	-14,061
	63,723	83,992	-20,269
	23,548	21,311	2,237
	9,828	6,035	3,793
	18,557	8,158	10,399
	2,177	2,467	-290
	1,024	1,153	-129
	3,329	3,774	-445
	8,051	14,237	-6,186
	1,329	2,149	-820
	6,529	8,229	-1,700
	10,778	14,389	-3,611
	8,310	10,809	-2,499
	10,383	7,882	2,501
	11,070	10,931	139
	8,264	10,308	-2,044
	4,528	4,580	-52
	5,378	11,058	-5,680
	446	1,098	-652
	3,627	3,827	-200
	1,656	1,717	-61
	1,604	2,609	-1,005
	5,492	7,825	-2,333
	8,333	7,079	1,254
	833	770	63
	10,092	8,976	1,116
	3,399	1,951	1,448
	1,553	1,546	7
	717	667	50
	857	1,363	-506
	5,641	8,171	-2,530
	1,602	1,749	-147
	707	753	-46
	508	384	124
	5,590	4,640	950
	4,818	2,443	2,375
	1,325	876	449
	379	409	-30
	982	1,457	-475
	3,619	4,588	-969
	588	495	93
	1,438	926	512
	10,776	12,975	-2,199
	9,784	9,640	144
	507	593	-86
	1,142	1,361	-219
	890	1,066	-176
	1,855	2,442	-587
	281	259	22
	1,152	1,006	146
	5,559	8,040	-2,481
	857	848	9
	1,267	907	360
	967	1,138	-171
	466	620	-154
	601	378	223
	1,027	653	374
	13,915	9,281	4,634
	1,423	1,178	245
	1,828	857	971
	8,823	9,185	-362
	732	1,345	-613
	2,446	4,276	-1,830
	9,276	9,343	-67
	7,153	9,862	-2,709
	111	169	-58
	904	1,660	-756
	422	792	-370
	849	1,112	-263
	455	716	-261
	814	1,204	-390
	321	524	-203
	1,313	2,174	-861
	754	1,671	-917
	349	781	-432
	269	546	-277
	601	1,127	-526
	1,926	2,299	-373
	732	1,128	-396
	42,426	41,302	1,124
	454	472	-18
	5,370	4,663	707
	15,000	15,000
	10,000	10,000
	11,029	10,496	533
	19,919	19,318	601
	3,256	2,012	1,244
	8,503	9,808	-1,305
	13,720	15,088	-1,368
	6,009	6,314	-305
	8,406	9,956	-1,550
	15,803	20,132	-4,329
	8,107	6,865	1,242
	18,300	15,643	2,657
	4,698	4,256	442
	2,135	1,576	559
	1,179	1,017	162
	14,737	12,979	1,758
	6,774	6,144	630
	1,270	738	532
	6,220	8,558	-2,338
	2,189	2,762	-573
	828	1,074	-246
	1,084	1,880	-796
	8,484	4,726	3,758
	681	765	-84
	7,828	8,911	-1,083
	3,641	4,226	-585
	1,782	2,336	-554
	1,699	3,101	-1,402
	245	559	-314
	2,755	2,879	-124
	6,291	7,557	-1,266
	64	67	-3
	800	1,034	-234
	2,149	2,165	-16
	6,649	7,442	-793
	330	239	91
	4,979	7,475	-2,496
	698	1,418	-720
	6,160	3,299	2,861
	4,892	5,559	-667
	1,828	1,213	615
	1,261	1,010	251
	2,762	1,620	1,142
	6,992	5,461	1,531
	1,501	1,847	-346
	1,457	1,708	-251
	1,085	2,200	-1,115
	413	985	-572
	171	569	-398
	476	1,304	-828
	9,597	10,310	-713
	33,049	32,427	622
	35,000	35,000
	15,000	15,000
	166	147	19
	768	659	109
	2	1	1
	26,877	26,904	-27
	10,751	10,227	524
	4,323	2,630	1,693
	9,078	4,948	4,130
	22,013	21,618	395
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422
			2,422

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			346
b			-4,110
c			-17,241
d			4,191
e			1,761
			2,146
			295
			2,608
			848
			-198,932
			26,605
			51,746
			-3,648
			-3,704
			9,552
			71,451
			9,227

			-664
			98
			191
			-396
			-341
			-905
			-55
			-26
			-1,396
			-941
			-891
			-2,569
			-3,026
			-1,342
			-4,635
			-4,024
			-4,080
			-2,814
			-4,204
			-2,560
			-2,376
			-3,753
			-684
			-11,808
			-5,169
			-3,038
			-5,436
			-1,879
			-20
			-1,724
			-2,845
			-1,983
			-1,395
			-1,017
			-759
			-5,311
			-8
			-3,198
			-35
			-890
			-702
			-1,968
			-3,147
			-52
			-4,946
			-13,757
			1,800
			2,220
			4,829
			-95
			-3,164
			-1,517
			-1,075
			1,803
			1,729
			246
			369
			-118
			-415
			-40
			303
			-602
			58
			-68
			-82
			-609
			-630
			367
			88
			-3
			-649
			399
			-1
			3,665
			3,677
			-67
			4,813
			29
			453
			-722
			63
			23
			716
			1,983
			46
			3,226
			-322
			310
			-56
			12
			-299
			289
			237
			98
			-314
			70
			-595
			47
			62

			-139
			-354
			414
			46
			280
			31
			189
			260
			294
			-760
			44
			153
			-83
			-33
			58
			125
			-112
			-30
			-856
			435
			277
			45
			394
			-597
			-274
			15
			-725
			-9
			-534
			2
			584
			28
			-15
			915
			-242
			-1,193
			-868
			-113
			54
			-178
			-485
			-199
			126
			38
			393
			-61
			113
			237
			602
			158
			8
			517
			-267
			1,395
			361
			109
			-28
			63
			-2,656
			-547
			-274
			-109
			-63
			-912
			194
			165
			-162
			-185
			-11
			-588
			-401
			-129
			-841
			220
			1,485
			-407
			59
			-4
			-41
			31
			91
			-784
			-84
			-289
			-1,347
			495
			60
			99
			78
			164
			472
			-1,062
			-14
			58
			952
			351
			-514
			-189
			41
			47
			-521
			-338
			142
			364
			144
			-253
			-79
			-356
			-14,061
			-20,269
			2,237
			3,793
			10,399
			-290
			-129
			-445
			-6,186
			-820
			-1,700
			-3,611
			-2,499
			2,501
			139
			-2,044
			-52
			-5,680
			-652
			-200
			-61
			-1,005
			-2,333
			1,254
			63
			1,116
			1,448
			7
			50
			-506
			-2,530
			-147
			-46
			124
			950
			2,375
			449
			-30
			-475
			-969
			93
			512
			-2,199
			144
			-86
			-219
			-176
			-587
			22
			146
			-2,481
			9
			360
			-171
			-154
			223
			374
			4,634
			245
			971
			-362
			-613
			-1,830
			-67
			-2,709
			-58
			-756
			-370
			-263
			-261
			-390
			-203
			-861
			-917
			-432
			-277
			-526
			-373
			-396
			1,124
			-18
			707


			533
			601
			1,244
			-1,305
			-1,368
			-305
			-1,550
			-4,329
			1,242
			2,657
			442
			559
			162
			1,758
			630
			532
			-2,338
			-573
			-246
			-796
			3,758
			-84
			-1,083
			-585
			-554
			-1,402
			-314
			-124
			-1,266
			-3
			-234
			-16
			-793
			91
			-2,496
			-720
			2,861
			-667
			615
			251
			1,142
			1,531
			-346
			-251
			-1,115
			-572
			-398
			-828
			-713
			622


			19
			109
			1
			-27
			524
			1,693
			4,130
			395

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-185,654
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	807
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	807
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	807
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	1,848
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	1,848
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,041
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax1,041	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Yes

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

Yes

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

HANCOCK WHITNEY BANK Telephone no. bullet

(504) 599-2191

Located at bullet

701 POYDRAS ST STE 3200NEW ORLEANSLA ZIP+4 bullet

70139

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
HANCOCK WHITNEY BANK	TRUSTEE 1	58,474
701 POYDRAS ST STE 3200 NEW ORLEANS,LA70139	TRUSTEE 1	58,474

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

9,289,903

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

9,289,903

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

9,289,903

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

139,349

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

9,150,554

Minimum investment return. Enter 5% of line 5..................

457,528

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.)

Minimum investment return from Part X, line 6....................

457,528

Tax on investment income for 2020 from Part VI, line 5......

807

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

807

Distributable amount before adjustments. Subtract line 2c from line 1............

456,721

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

456,721

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

456,721

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

214,540

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

214,540

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

214,540

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)

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					456,721
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				201,074
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......	0
d From 2018......	0
e From 2019......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 214,540
a Applied to 2019, but not more than line 2a				201,074
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.....					13,466
e Remaining amount distributed out of corpus		0
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		0
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 ..........					443,255
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 ......		0
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	0
c Excess from 2018....	0
d Excess from 2019....	0
e Excess from 2020....	0

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN CANCER SOCIETY P O BOX 720366 OKLAHOMA CITY,OK73172	NONE	PC	GENERAL SUPPORT	100,537
ANXIETY AND DEPRESSION ASSOCIATION OF AMERICA 8701 GEORGIA AVENUE SUITE 412 SILVER SPRING,MD20910	NONE	PC	GENERAL SUPPORT	100,537
Total ................................. 3a				201,074

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	114,178
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	600
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	-185,654
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)..				-70,876

13Total. Add line 12, columns (b), (d), and (e)..................

-70,876

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
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Form 990PF - Special Condition Description:

Special Condition Description

Name of organization POTTS FAMILY FOUNDATION 1559-1045000095

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	JOHN THOMAS MARSH POTTS ESTATE 701 POYDRAS ST STE 3200 NEW ORLEANS, LA70458	$ 4,706,184	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization POTTS FAMILY FOUNDATION 1559-1045000095		Employer identification number 83-6537907

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE STOCK	2,033,435	2,593,393
FOREIGN STOCK	62,969	81,212
FIXED INCOME ETF	603,925	611,222
MUTUAL FUNDS - FI	516,789	527,745
MUTUAL FUNDS - EQUITY	3,139,505	3,468,221

Category	Amount	Net Investment Income
FOREIGN TAXES	24	24
REAL ESTATE TAX ON NON-RENTAL	455	455
FEDERAL TAX PAYMENT - PRIOR YE	2,500	0
FOREIGN TAXES ON QUALIFIED FOR	3,713	3,713


Name of organization POTTS FAMILY FOUNDATION 1559-1045000095			Employer identification number 83-6537907
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.