Form990-PF
Click to see attachment

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 02-01-2020 , and ending 01-31-2021
Name of foundation
Theodore A Von Der Ahe Jr Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)177 Sierra View Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pasadena, CA91105
A Employer identification number

95-3371127
B Telephone number (see instructions)

(626) 795-7085
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$5,540,080J 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) 854
2 Check bullet.............
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 89,140 89,140  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 225,462
b Gross sales price for all assets on line 6a 552,954
7 Capital gain net income (from Part IV, line 2)... 225,462
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 12,680    
12 Total. Add lines 1 through 11........ 328,147 314,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,860 5,274   586
c Other professional fees (attach schedule).... Click to see attachment 44,841 40,357   4,484
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,148      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 85 77   8
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,934 45,708   5,078
25 Contributions, gifts, grants paid....... 261,000 261,000
26 Total expenses and disbursements. Add lines 24 and 25 313,934 45,708   266,078
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,213
b Net investment income (if negative, enter -0-) 268,905
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,961 458 458
2 Savings and temporary cash investments......... 59,317 103,602 103,602
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,953,789 Click to see attachment1,925,421 5,295,895
c Investments—corporate bonds (attach schedule)....... 129,906 Click to see attachment129,905 140,125
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 200    
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) 2,145,173 2,159,386 5,540,080
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........... 2,145,173  
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,145,173 2,159,386
30 Total liabilities and net assets/fund balances (see instructions). 2,145,173 2,159,386
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
2,145,173
2
Enter amount from Part I, line 27a .....................
2
14,213
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,159,386
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,159,386
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 Class Action Bank of America P 2000-01-01 2020-10-13
b Class Action JP Morgan Chase P 2000-01-01 2020-11-13
c Class Action JP Morgan Chase P 2000-01-01 2021-01-05
d 215 shs Abbvie Inc P 2001-03-21 2020-10-27
e 100 shs Abbvie Inc P 2003-10-24 2020-10-27
400 shs Exxon Mobil Corp P 2001-01-04 2020-10-27
100 shs Exxon Mobil Corp P 2004-01-20 2020-10-27
100 shs McDonalds Corp P 2001-07-31 2020-10-27
50 shs Microsoft Corp P 1998-03-31 2020-10-27
5 shs Proctor & Gamble Co P 2004-01-20 2020-10-27
50 shs Proctor & Gamble Co P 2000-11-17 2020-10-27
12 shs Midcap SPDR Tr Unit Ser 1 P 2015-03-31 2020-10-27
94 rts Bristol Myers Squibb P 2019-11-20 2020-04-13
0.7136 sh Raytheon Technologies Corp P 2019-08-05 2020-04-24
0.7356 sh Raytheon Technologies Corp P 2019-01-28 2020-04-24
30 shs Allergan PLC P 2016-11-23 2020-05-18
38 shs Allergan PLC P 2017-01-20 2020-05-18
27 shs Allergan PLC P 2018-03-29 2020-05-18
21 shs Allergan PLC P 2018-08-23 2020-05-18
2.456 shs Abbvie Inc P 2020-05-11 2020-06-08
2.200 shs Vontier Corporation P 2015-12-01 2020-11-05
129 shs AES Corp P 2018-08-29 2020-11-04
98 shs Abbvie Inc P 2020-05-11 2020-11-04
266 shs Activision Blizzard Inc P 2014-11-18 2020-11-04
5 shs Amazon Com Inc P 2012-06-13 2020-11-04
248 shs American Intl Group P 2015-08-05 2020-11-04
18 shs American Tower Corp P 2012-06-07 2020-11-04
94 shs American Wtr Wks Co P 2011-02-02 2020-11-04
102 shs Amphenol Corp P 2017-09-13 2020-11-04
9 shs Anthem Inc P 2019-07-05 2020-11-04
178 shs Apple Computer Inc P 2009-08-26 2020-11-04
602 shs Baker Hughes Company Cl A P 2018-11-21 2020-11-04
59 shs Boeing Co P 2016-02-22 2020-11-04
5 shs Boeing Co P 2016-01-27 2020-11-04
94 shs Bristol Myers Squibb Co P 2019-11-20 2020-11-04
242 shs Cisco Sys Inc P 2018-02-16 2020-11-04
59 shs Comcast Corp P 2015-09-24 2020-11-04
206 shs Concho Res Inc P 2019-12-17 2020-11-04
16 shs Danher Corp Del P 2015-12-01 2020-11-04
31 shs Disney Walt Co P 2017-01-20 2020-11-04
6 shs Disney Walt Co P 2013-08-26 2020-11-04
26 shs Facebook Inc Cl A P 2017-11-03 2020-11-04
46 shs Fortive Corp P 2018-02-09 2020-11-04
263 shs Hess Corp P 2017-07-12 2020-11-04
36 shs Honeywell Intl Inc P 2012-07-23 2020-11-04
185 shs J P Morgan Chase & Co P 2007-06-06 2020-11-04
336 shs Lowe's Cos P 2009-07-17 2020-11-04
143 shs M & T Bk Corp P 2015-03-23 2020-11-04
75 shs Microsoft Corp P 2016-02-17 2020-11-04
44 shs Mondelez Intl Inc Cl A P 2012-11-06 2020-11-04
56 shs Nike Inc Cl B P 2017-01-20 2020-11-04
33 shs Norfolk Southern Corp P 2013-10-11 2020-11-04
81 shs Pepsico Inc P 2015-10-26 2020-11-04
95 shs Philip Morris Intl P 2019-01-28 2020-11-04
114 shs Prudential Finl Inc P 2014-03-19 2020-11-04
327 shs Schwab Charles Corp P 2015-09-30 2020-11-04
5 shs Servicenow Inc P 2019-01-28 2020-11-04
19 shs Sherwin Williams Co P 2016-02-22 2020-11-04
781 shs Synchrony Financial P 2015-12-01 2020-11-04
174 shs TJX Cos Inc P 2019-01-28 2020-11-04
16 shs Texas Instrs Inc P 2019-01-28 2020-11-04
8 shs Unitedhealth Group Inc P 2012-12-04 2020-11-04
70 shs VISA Inc Cl A P 2012-12-04 2020-11-04
376 shs Wells Fargo & Co P 2008-07-28 2020-11-04
14 shs Accenture PLC Ireland Cl A P 2019-01-28 2020-11-04
31 shs Eaton Corp PLC P 2016-02-22 2020-11-04
53 shs Linde PLC P 2016-08-03 2020-11-04
0.2882 sh Viatris Inc P 2012-12-04 2020-12-17
(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 38     38
b 27     27
c 2     2
d 17,916   4,648 13,268
e 8,333   2,016 6,317
13,217   16,525 -3,308
3,304   4,100 -796
22,314   2,922 19,392
10,684   1,122 9,562
713   247 466
7,128   1,865 5,263
4,263   3,327 936
380   201 179
47   55 -8
48   52 -4
5,814   5,811 3
7,365   8,135 -770
5,233   4,566 667
4,070   3,924 146
226   208 18
63   50 13
2,587   1,814 773
9,332   8,319 1,013
21,016   5,364 15,652
16,151   1,072 15,079
7,905   15,614 -7,709
4,324   1,180 3,144
14,647   2,460 12,187
11,836   8,339 3,497
2,970   2,559 411
20,473   1,064 19,409
9,462   13,604 -4,142
8,960   6,947 2,013
759   586 173
6,131   5,255 876
8,870   10,758 -1,888
2,591   1,678 913
9,038   16,743 -7,705
3,860   1,179 2,681
3,891   3,335 556
753   370 383
7,452   4,652 2,800
2,977   2,810 167
9,822   11,876 -2,054
6,479   1,979 4,500
18,606   8,266 10,340
51,840   6,285 45,555
14,242   20,370 -6,128
16,261   3,920 12,341
2,414   1,144 1,270
7,176   2,973 4,203
7,363   2,602 4,761
11,217   6,461 4,756
6,828   6,910 -82
7,339   9,777 -2,438
13,446   9,341 4,105
2,573   941 1,632
13,739   4,908 8,831
20,936   22,367 -1,431
9,317   8,105 1,212
2,438   1,633 805
2,854   431 2,423
13,664   2,586 11,078
8,277   9,542 -1,265
3,193   2,116 1,077
3,293   1,474 1,819
12,462   6,006 6,456
5   3 2
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       38
b       27
c       2
d       13,268
e       6,317
      -3,308
      -796
      19,392
      9,562
      466
      5,263
      936
      179
      -8
      -4
      3
      -770
      667
      146
      18
      13
      773
      1,013
      15,652
      15,079
      -7,709
      3,144
      12,187
      3,497
      411
      19,409
      -4,142
      2,013
      173
      876
      -1,888
      913
      -7,705
      2,681
      556
      383
      2,800
      167
      -2,054
      4,500
      10,340
      45,555
      -6,128
      12,341
      1,270
      4,203
      4,761
      4,756
      -82
      -2,438
      4,105
      1,632
      8,831
      -1,431
      1,212
      805
      2,423
      11,078
      -1,265
      1,077
      1,819
      6,456
      2
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 2 225,462
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 -5,627
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,738
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  
3 Add lines 1 and 2........................... 3 3,738
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,738
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 45
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,783
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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)
    bulletCA
    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 addressbulletN/A
    14
    The books are in care ofbulletTed Von Der Ahe Jr Telephone no.bullet (626) 795-7085

    Located atbullet177 Sierra View RoadPasadenaCA ZIP+4bullet91105
    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
    Ted Von Der Ahe Jr Trustee
    1.00     		0    
    177 Sierra View Road
    Pasadena,CA91105
    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  
    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.............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)
    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
    4,908,148
    b
    Average of monthly cash balances.......................
    1b
    100,624
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,008,772
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,008,772
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,132
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,933,640
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    246,682
    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
    246,682
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,738
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,738
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    242,944
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    12,680
    5
    Add lines 3 and 4............................
    5
    255,624
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    255,624
    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
    266,078
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    266,078
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    266,078
    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 7 255,624
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 223,723
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 266,078
    a Applied to 2019, but not more than line 2a 223,723
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 42,355
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		213,269
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    AJ Muste Memorial Institute
    168 Canal Street
    New York,NY10013     		None   General Support 5,000
    Action Africa
    2903 Mills Avenue NE
    Washington,DC20018     		None   General Support 5,000
    Alexandria House
    426 South Alexandria Avenue
    Los Angeles,CA90020     		None   General Support 5,000
    Americans for Middle East Understan
    475 Riverside Drive Room 245
    New York,NY10115     		None   General Support 4,000
    Christian Appalachian Project Inc
    485 Ponderosa Drive
    Paintsville,KY41240     		None   General Support 5,000
    Christian Peacemaker Teams
    PO Box 6508
    Chicago,IL60680     		None   General Support 5,000
    Churches for Middle East Peace
    110 Maryland Ave NE Suite 311
    Washington,DC20002     		None   General Support 3,000
    Clergy Laity United For Econ Justic
    464 Lucas Avenue Suite 202
    Los Angeles,CA90017     		None   General Support 4,000
    CRISPAZ
    808 Brookhill Road
    Louisville,KY40223     		None   General Support 2,000
    Fellowship of Reconciliation
    521 N Broadway
    Nyack,NY10960     		None   General Support 4,000
    Homeboy Industries
    130 West Bruno Street
    Los Angeles,CA90012     		None   General Support 5,000
    House of Ruth
    605 N Cummings Street
    Los Angeles,CA90033     		None   General Support 5,000
    Interfaith Worker Justice
    1020 West Bryn Mawr 4th Floor
    Chicago,IL60660     		None   General Support 5,000
    International Rivers Network
    2054 University Avenue Ste 300
    Berkeley,CA94704     		None   General Support 5,000
    Lamp Community
    526 San Pedro Street
    Los Angeles,CA90013     		None   General Support 5,000
    Las Familias Del Pueblo
    307 East 7th Street
    Los Angeles,CA90014     		None   General Support 5,000
    Los Angeles Community Action Networ
    838 E 6th Street
    Los Angeles,CA90021     		None   General Support 5,000
    MADRE
    121 W 27th Street Room 301
    New York,NY10001     		None   General Support 5,000
    Maryknoll Lay Missioners
    PO Box 317
    Maryknoll,NY10545     		None   General Support 5,000
    Maryknoll Sisters of St Dominic Inc
    PO Box 317
    Maryknoll,NY10545     		None   General Support 5,000
    Middle East Children's Alliance
    1101 8th Street Suite 100
    Berkeley,CA94710     		None   General Support 4,000
    NISGUA
    PO Box 70494
    Oakland,CA94612     		None   General Support 2,000
    North Valley Caring Services Inc
    15453 Rayen Street
    North Hills,CA91343     		None   General Support 5,000
    Partners In Health
    PO Box 996
    Frederick,MD21705     		None   General Support 10,000
    Progressive Christians Uniting
    643 S Spring Street Suite 300
    Los Angeles,CA90014     		None   General Support 3,000
    Resist Inc
    259 Elm Street Suite 201
    Somerville,MA02144     		None   General Support 4,000
    Skid Row Housing Trust
    1317 East 7th Street
    Los Angeles,CA90021     		None   General Support 4,000
    Society for Biblical Studies
    846 Massachusetts Avenue Suite 1a
    Arlington,MA02476     		None   General Support 3,000
    South Central LAMP
    892 East 48th Street
    Los Angeles,CA90011     		None   General Support 3,000
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104     		None   General Support 5,000
    St Camillus Center
    1911 Zonal Avenue
    Los Angeles,CA90033     		None   General Support 5,000
    St Camillus Center
    1911 Zonal Avenue
    Los Angeles,CA90033     		None   General Support 5,000
    Teaching for Change
    PO Box 73038
    Washington,DC20056     		None   General Support 4,000
    Step Up on Second Inc
    1460 4th Street Ste 205
    Santa Monica,CA90401     		None   General Support 4,000
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001     		None   General Support 5,000
    Partners In Health
    PO Box 845578
    Boston,MA02284     		None   General Support 5,000
    Haiti Rehabilitation Foundation
    PO Box 183
    Hamilton,NY13346     		None   General Support 5,000
    Friends of Sabeel North America
    1505 SW 6th Avenue
    Portland,OR97201     		None   General Support 5,000
    Pasadena Educational Foundation
    351 S Hudson Avenue 153
    Pasadena,CA91101     		None   General Support 4,000
    Faith Bible Church
    23811 Washington Avenue C110-313
    Murrieta,CA92562     		None   General Support 5,000
    Thousand Currents
    1330 Broadway Suite 301
    Oakland,CA94612     		None   General Support 4,000
    Peace Productions
    2500 North Lakeview Avenue
    Chicago,IL60614     		None   General Support 4,000
    350Org
    1729 Telegraph Avenue
    Oakland,CA94612     		None   General Support 5,000
    Al Otro Lado
    1200 North State Street 1008
    Los Angeles,CA90033     		None   General Support 5,000
    Center for Victims of Torture
    2356 University Avenue West 430
    St Paul,MN55114     		None   General Support 4,000
    Citizens for Resp Ethics in Wash
    455 Massachusetts Ave NW Sixth Fl
    Washington,DC20001     		None   General Support 4,000
    Committee to Protect Journalists
    330 Seventh Avenue 11th Floor
    New York City,NY10001     		None   General Support 4,000
    Grace to You
    PO Box 4000
    Panorama City,CA91412     		None   General Support 2,000
    Refugee Council USA
    1628 16th Street NW
    Washington,DC20009     		None   General Support 4,000
    International Labor Rights Forum
    1634 I Street NW
    Washington,DC20006     		None   General Support 5,000
    Greenpeace
    702 H Street NW Suite 300
    Washington,DC20001     		None   General Support 5,000
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001     		None   General Support 5,000
    Earth Island Institute
    2150 Allston Way 460
    Berkeley,CA94704     		None   General Support 5,000
    Haiti Nursing Foundation
    3135 S State St 350-B
    Ann Arbor,MI48108     		None   General Support 5,000
    Grace Ministries International
    1645 West Valencia Drive
    Fullerton,CA92833     		None   General Support 2,000
    International Rescue Committee
    PO Box 6068
    Albert Lea,MN56007     		None   General Support 5,000
    USA for UNHCR
    130 L Street NW Suite 450
    Washington,DC20005     		None   General Support 5,000
    Greater Horizons
    1055 Broadway Blvd Suite 130
    Kansas City,MO64105     		None   General Support 1,000
    International Rescue Committee
    PO Box 6068
    Albert Lea,MN56007     		None   General Support 5,000
    Total .................................bullet 3a 261,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 11  
    4 Dividends and interest from securities....     14 89,140  
    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 ............     		    18 225,462  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRecovery of Prior Grants     		        12,680
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   314,613 12,680
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    327,293
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting & Tax Preparation 5,860 5,274 0 586

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    738 shs iShares Lehman Aggregate Bonds 80,025 86,575
    494 shs SPDR BBG Barc High Yield Bnd 49,880 53,550

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    520 shs Amgen, Inc. 34,036 125,544
    500 shs Johnson & Johnson 23,164 81,565
    1400 shs Microsoft Corp. 31,405 324,744
    750 shs Proctor & Gamble 27,970 96,157
    400 shs Abbott Labs 7,840 49,436
    500 shs Disney Walt Co 9,362 84,085
    985 shs J P Morgan Chase & Co 42,132 126,740
    400 shs McDonalds Corp 11,289 83,136
    550 shs 3M Co 29,940 96,613
    340 shs Abbott Labs 18,671 42,021
    227 shs Johnson & Johnson 13,322 37,030
    722 Microsoft Corp 29,042 167,475
    213 shs Pepsico Inc 10,485 29,089
    214 shs Proctor & Gamble Co 10,269 27,437
    720 shs iShares Tr S&P 500 Index 65,142 267,494
    600 shs Chevron Corp 21,858 51,120
    350 shs Home Depot Inc 12,313 94,787
    300 shs Pepsico Inc 14,289 40,971
    600 shs IShares Russell 2000 Index 35,625 123,336
    502 shs Pfizer Inc 11,972 18,022
    500 shs Verizon Communications 16,903 27,375
    500 Shs Merck & Co Inc 16,640 38,535
    259 shs Chevron Corp 14,838 22,067
    107 shs 3M Co 7,936 18,796
    400 shs Illinois Tool Wks Inc 17,180 77,684
    267 shs Gilead Sciences Inc 9,116 17,515
    506 shs J P Morgan Chase & Co 19,653 65,107
    420 shs Visa Inc Com Cl A 12,949 81,165
    1120 shs Apple Computer Inc 20,036 147,795
    242 shs CVS Corp 7,718 17,339
    170 shs Berkshire Hathaway 19,802 38,738
    432 shs Nike Inc Cl B 11,800 57,711
    52 shs Amazon.Com Inc 9,951 166,722
    117 shs American Elec Power Inc 4,964 9,466
    155 shs American Tower Corp New 10,163 35,241
    24 shs Blackrock Inc Cl A 5,652 16,830
    86 shs Goldman Sachs Group Inc 11,300 23,321
    254 shs Honeywell Intl Inc 13,962 49,624
    431 shs Merck & Co Inc 24,131 33,217
    379 shs Mondelez Intl Inc Cl A 8,651 21,012
    87 shs UnitedHealth Group Inc 4,692 29,021
    510 shs Visa Inc Com Cl A 16,909 98,558
    35 shs Amazon Com Inc 10,866 112,217
    187 shs Berkshire Hathaway Inc Cl B 18,872 42,612
    35 shs Blackrock Inc Cl A 10,149 24,544
    270 shs Nike Inc Cl B 10,044 36,069
    1426 shs Apple Computer Inc 7,729 188,175
    476 shs Citigroup Inc Com New 23,398 27,603
    299 shs Disney Walt Co 18,429 50,283
    242 shs Norfolk Southern Corp 18,064 57,262
    723 shs TJX Cos Inc New 23,872 46,301
    95 shs Anthem, Inc 6,612 28,213
    72 shs Salesforce Com Inc 4,162 16,240
    253 shs Verizon Communications 11,738 13,852
    20 shs Alphabet Inc Cl C 8,924 36,715
    52 shs Alphabet Inc Cl A 19,172 95,023
    150 shs Midcap SPDR Tr Unit Ser 1 41,593 63,894
    72 shs Alphabet Inc Cl C 63,917 132,173
    47 shs Sherwin Williams Co 11,831 32,515
    533 shs Comcast Corp 15,161 26,421
    121 shs Danaher Corp Del 8,036 28,779
    51 shs Lauder Estee Cos Inc Cl A 4,126 12,069
    381 shs Valero Energy Corp New 19,836 21,500
    112 shs Tyson Foods Inc Cl A 5,739 7,203
    263 shs Eaton Corp PLC 12,504 30,955
    314 shs AT&T Inc 11,516 8,990
    213 shs Facebook Inc Cl A 30,859 55,024
    372 shs Fortive Corp 17,796 24,582
    735 shs Kinder Morgan Inc 11,257 10,349
    62 shs Broadcom Inc 13,110 27,931
    121 shs Amphenol Corp New Cl A 9,892 15,110
    57 shs Costco Whsl Corp 9,098 20,088
    93 shs Thermo Fisher Scientific Inc 21,561 47,402
    176 shs SPDR Series Trust S&P Biotech 15,620 26,907
    192 shs Aptiv PLC 15,564 25,651
    2130 shs iShares Tr Core MSCI EAFE 123,263 146,075
    1520 shs iShares Inc Core MSCI EMKT 76,030 97,022
    116 shs Accenture PLC Ireland Shs Cl A 17,537 28,063
    362 shs Cisco Sys Inc 16,075 16,138
    439 shs Intel Corp 21,328 24,369
    119 shs IQVIA Hldgs Inc 14,967 21,158
    88 shs Nvidia Corp 29,118 45,724
    204 shs Phillp Morris Intl Inc 14,839 16,249
    183 shs Raytheon Co Com New 13,447 12,212
    75 shs SPDR Tr S&P 500 9,455 27,755
    47 shs Servicenow Inc 8,848 25,529
    128 shs Texas Instrs Inc 13,063 21,208
    1029 shs AES Corp 14,468 25,097
    140 shs Linde PLC 14,676 34,356
    66 shs Adobe Sys Inc 24,031 30,279
    304 shs Blackstone Group Inc 14,765 20,426
    268 shs EOG Res Inc 18,327 13,657
    185 shs Marsh & McLennan Cos Inc 19,568 20,333
    48 shs ASML Holding NV 12,569 25,640
    75 shs CME Group 11,386 13,630
    126 shs First Rep Bk San Francisco 15,609 18,269
    32 shs O Reilly Automotive Inc 14,513 13,615
    56 shs S & P Global Inc 19,901 17,752
    483 shs Starbucks Corp 43,531 46,759
    535 shs Truist Finl Corp 23,051 25,669
    122 shs Cadence Design System Inc 14,713 15,908
    117 shs Keysight Technologies Inc 12,678 16,566
    73 shs United Rentals Inc 13,345 17,740
    62 shs Viatris Inc 682 1,053
    165 shs Vontier Corporation 3,519 5,351

    TY 2020 OtherExpensesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing Fees 85 77   8


    TY 2020 OtherIncomeSchedule2
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Recovery of Prior Grants 12,680    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 44,841 40,357 0 4,484


    TY 2020 TaxesSchedule
    Name:
    Theodore A Von Der Ahe Jr Trust
    EIN:
    95-3371127
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 2,148