TY 2020 Form 990PF

- TIN:

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

Do not enter social security numbers on this form as it may be made public.
bullet

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
Margaret G Buckner Scholarship Trust

Number and street (or P.O. box number if mail is not delivered to street address)1913 E Watermill Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Marshall, MO65340

A Employer identification number

43-1735027

B Telephone number (see instructions)

(660) 815-5700

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

$5,228,877J 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)
2	Check .............
3	Interest on savings and temporary cash investments	180		180	180
4	Dividends and interest from securities...	90,780		90,780	90,780
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10
b	Gross sales price for all assets on line 6a
7	Capital gain net income (from Part IV, line 2)...			114,237
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).....		0
11	Other income (attach schedule).......		0
12	Total. Add lines 1 through 11........	90,960		205,197	90,960
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		0
b	Accounting fees (attach schedule).......		2,750	2,750	2,750
c	Other professional fees (attach schedule)....		0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		967	967	967
19	Depreciation (attach schedule) and depletion...		0
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		36,150	23,119	13,031	13,031
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	39,867		26,836	16,748	13,031
25	Contributions, gifts, grants paid.......	221,575				221,575
26	Total expenses and disbursements. Add lines 24 and 25	261,442		26,836	16,748	234,606
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-170,482
b	Net investment income (if negative, enter -0-)			178,361
c	Adjusted net income (if negative, enter -0-)...				74,212

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.............
	2	Savings and temporary cash investments.........	573,831	371,480	374,580
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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).....		0
	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..........	4,000	3,314	3,314
	10a	Investments—U.S. and state government obligations (attach schedule)	73,907	40,697	44,772
	b	Investments—corporate stock (attach schedule).......	1,798,099	1,917,504	3,065,171
	c	Investments—corporate bonds (attach schedule).......	252,285	299,871	320,760
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,170,474	1,183,485	1,420,280
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	15	Other assets (describe )	0	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,872,596	3,816,351	5,228,877
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons		0
	21	Mortgages and other notes payable (attach schedule)......		0
	22	Other liabilities (describe )	0	0
	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........	625,160	625,160
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	3,247,436	3,191,191
	29	Total net assets or fund balances (see instructions).....	3,872,596	3,816,351
	30	Total liabilities and net assets/fund balances (see instructions).	3,872,596	3,816,351

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

3,872,596

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

-170,482

Other increases not included in line 2 (itemize) bullet

114,237

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

3,816,351

Decreases not included in line 2 (itemize) bullet

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

3,816,351

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	Capital One Bank 2050 30,000 Note	P	2016-12-19	2020-12-29
b	Western TDR CSN17 12.00sh	P	2016-05-24	2020-07-09
c	Westn Asset Mid-Mkt Debt FD	P	2016-05-24	2020-12-23
d	Actavis Funding 3000 20MH12 3,000	P	2019-08-14	2020-03-12
e	Union Pacific Cor 4,000 21FB01	P	2020-03-24	2020-11-02
	US Treasury Note 3,500 20MY15	P	2019-08-14	2020-05-15
	Actavis Funding 3000 20MH12 7,000	P	2018-09-06	2020-03-12
	First Horizon Nat 3,500 20DE15	P	2018-09-06	2020-11-16
	Lear Corp 5250 25JA15	P	2018-09-06	2020-03-23
	US Treasury Note 26MY15	P	2019-08-14	2020-10-16
	US Treasury Note 26MY15	P	2018-09-06	2020-05-15
	Abbott Labs 303 sh	P	2020-04-20	2020-06-05
	Air Prod & Chem Inc 99 sh	P	2020-02-12	2020-03-09
	American Electric Power Cp 267 sh	P	2020-04-06	2020-06-04
	American Express Co 114 sh	P	2020-03-24	2020-04-01
	Bank of America Corp 1,182 sh	P	2019-12-10	2020-03-05
	Broadcom, Inc 83 sh	P	2020-01-06	2020-03-12
	Caterpillar Inc 222 sh	P	2019-11-21	2020-02-28
	Chevron Corp 234 sh	P	2020-06-05	2020-07-09
	CitiGroup Inc 393 sh	P	2020-06-05	2020-07-28
	Delta Air Lines 424 sh	P	2020-02-04	2020-02-24
	Discover Financial Svcs 374 sh	P	2019-06-04	2020-02-25
	Equinix Inc 38 sh	P	2020-03-02	2020-03-20
	Goldman Sachs 116 sh	P	2020-03-26	2020-05-13
	Invitation Homes, Inc 837 sh	P	2020-08-04	2020-09-24
	Johnson & Johnson 17 sh	P	2020-03-30	2020-10-13
	JP Morgan Chase 133 sh	P	2019-10-29	2020-03-12
	Merck & Co 246 sh	P	2019-08-21	2020-06-24
	PNC Finl Svcs 229 sh	P	2019-12-13	2020-03-05
	Prologis Inc 504 sh	P	2020-03-04	2020-11-25
	QTS Realty Trust 364 sh	P	2020-03-17	2020-11-30
	Starbucks Corp 295 sh	P	2020-10-13	2020-10-28
	Union Pacific Corp 181 sh	P	2020-03-26	2020-10-26
	United Parcel Serv 200 sh	P	2020-03-24	2020-04-28
	Verizon Communications 355 sh	P	2020-03-26	2020-06-05
	American Electric Power 248 sh	P	2018-12-27	2020-01-06
	American Tower REIT 62 sh	P	2018-11-28	2020-08-04
	Amgen Inc 8 sh	P	2018-09-06	2020-08-10
	Apple Inc 206 sh	P	2018-09-06	2020-10-13
	Boeing Co 89 sh	P	2018-09-06	2020-01-31
	Cisco Sys Inc 32 sh	P	2018-09-06	2020-09-03
	Ingersoll Rand Inc 155 sh	P	2018-12-12	2020-03-09
	Ingersoll-Rand PLC 46 sh	P	2018-12-12	2020-02-12
	Merck & Co 284 sh	P	2018-10-26	2020-06-24
	Microsoft Corp 141 sh	P	2018-09-06	2020-08-04
	T Rowe Price Group Inc 278 sh	P	2019-01-04	2020-03-23
	Texas Instruments 38 sh	P	2018-09-06	2020-03-18
	Trane Technologies PLC 176 sh	P	2018-12-12	2020-03-20
	See Morgan Stanley Account XXX-XX-XXXX Statement	P	2000-01-01	2020-12-31
	See Morgan Stanley Account XXX-XX-XXXX Statement	P	2000-01-01	2020-12-31
	See Morgan Stanley Account XXX-XX-XXXX Statement	P	2000-01-01	2020-12-31
	See Morgan Stanley Account XXX-XX-XXXX Statement	P	2000-01-01	2020-12-31
	Capital gain distributions	P	2000-01-01	2020-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	30,000	30,000	0
b	7,007	8,597	-1,590
c	6,084	7,164	-1,080
d	3,000	3,000	0
e	8,000	8,018	-18
	5,000	5,000	0
	7,000	6,988	12
	7,000	7,002	-2
	9,236	9,292	-56
	10,685	9,763	922
	18,000	18,000	0
	26,960	25,948	1,012
	20,947	25,139	-4,192
	22,764	21,544	1,220
	8,904	9,191	-287
	31,675	38,628	-6,953
	18,903	25,944	-7,041
	26,540	32,245	-5,705
	19,472	23,656	-4,184
	20,248	23,281	-3,033
	22,747	24,603	-1,856
	25,967	29,481	-3,514
	19,910	23,435	-3,525
	19,888	20,101	-213
	22,433	24,964	-2,531
	2,518	2,250	268
	12,215	16,208	-3,993
	18,770	21,197	-2,427
	27,852	33,078	-5,226
	44,858	48,801	-3,943
	21,623	19,772	1,851
	25,667	26,574	-907
	33,119	28,174	4,945
	19,269	19,290	-21
	20,531	19,158	1,373
	23,245	18,529	4,716
	16,092	10,057	6,035
	1,900	1,566	334
	34,828	16,639	18,189
	28,261	30,716	-2,455
	1,319	1,511	-192
	3,585	3,887	-302
	6,676	4,542	2,134
	21,514	20,746	768
	28,145	15,218	12,927
	24,010	25,519	-1,509
	3,801	4,220	-419
	13,282	13,405	-123
	234,326	248,569	-14,243
	1,633,765	1,576,107	57,658
	703,596	671,940	31,656
	840,123	796,933	43,190
	6,567	0	6,567

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	0	0	0	0
b	0	0	0	-1,590
c	0	0	0	-1,080
d	0	0	0	0
e	0	0	0	-18
	0	0	0	0
	0	0	0	12
	0	0	0	-2
	0	0	0	-56
	0	0	0	922
	0	0	0	0
	0	0	0	1,012
	0	0	0	-4,192
	0	0	0	1,220
	0	0	0	-287
	0	0	0	-6,953
	0	0	0	-7,041
	0	0	0	-5,705
	0	0	0	-4,184
	0	0	0	-3,033
	0	0	0	-1,856
	0	0	0	-3,514
	0	0	0	-3,525
	0	0	0	-213
	0	0	0	-2,531
	0	0	0	268
	0	0	0	-3,993
	0	0	0	-2,427
	0	0	0	-5,226
	0	0	0	-3,943
	0	0	0	1,851
	0	0	0	-907
	0	0	0	4,945
	0	0	0	-21
	0	0	0	1,373
	0	0	0	4,716
	0	0	0	6,035
	0	0	0	334
	0	0	0	18,189
	0	0	0	-2,455
	0	0	0	-192
	0	0	0	-302
	0	0	0	2,134
	0	0	0	768
	0	0	0	12,927
	0	0	0	-1,509
	0	0	0	-419
	0	0	0	-123
	0	0	0	-14,243
	0	0	0	57,658
	0	0	0	31,656
	0	0	0	43,190
	0	0	0	6,567

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	114,237
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	-48,900

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	2,479
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	2,479
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	2,479
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	3,314
b	Exempt foreign organizations—tax withheld at source......	6b
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	3,314
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
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	835
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax835	Refunded	11

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

Yes

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

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

N/A

The books are in care of bullet

Darin L Haug Telephone no. bullet

(660) 815-5700

Located at bullet

1913 E Watermill RdMarshallMO ZIP+4 bullet

65340

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
Darin L Haug DO	Trustee 3.00	0	0	0
1913 E Watermill Rd Marshall,MO65340	Trustee 3.00	0	0	0
Leslie Coslet	Director 1.00	0	0	0
761 S Brunswick Marshall,MO65340	Director 1.00	0	0	0
Melanie Elfrink MD	Director 1.00	0	0	0
516 E Arrow St Marshall,MO65340	Director 1.00	0	0	0
Jan Stapleton RN BSN	Director 1.00	0	0	0
511 E Eastwood St Marshall,MO65340	Director 1.00	0	0	0

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	Scholarship Grants	96,575
2	Fitzgibbon Hospital Grant	100,000
3	Saline County Career Center Grant	25,000
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...................

4,365,395

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

474,206

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

3,314

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

4,842,915

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

4,842,915

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

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

72,644

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

4,770,271

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

238,514

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

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

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

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

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

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

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

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

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

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 ..........

234,606

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

234,606

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

234,606

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					0
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
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......	224,332
fTotal of lines 3a through e........		224,332
4Qualifying distributions for 2020 from Part
XII, line 4: $ 234,606
a Applied to 2019, but not more than line 2a
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.....					11,703
e Remaining amount distributed out of corpus		222,903
5 Excess distributions carryover applied to 2020.		224,332			224,332
(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		222,903
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
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 ......		222,903
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....	222,903

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

1996-02-20

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
	74,212	21,356	48,239	20,856	164,663
b 85% of line 2a .........	63,080	18,153	41,003	17,728	139,964
c Qualifying distributions from Part XII, line 4 for each year listed .....	234,606	248,101	138,167	57,408	678,282
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 ....	234,606	248,101	138,167	57,408	678,282
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	5,228,877	4,457,638	4,053,484	1,125,893	14,865,892
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	5,228,877	4,457,638	4,053,484	1,125,893	14,865,892
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...	159,009	139,779	85,030	35,087	418,905
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).)

None

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.

None

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 e-mail address of the person to whom applications should be addressed:

Dr Darin L Haug
1913 Watermill Rd
Marshall,MO65340
(660) 815-5700

bThe form in which applications should be submitted and information and materials they should include:

See attached application

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
Alvarenga Lesli 1533 Viking Lane Marshall,MO65340		N/A	Scholarship	5,000
Angelhow Molly 1498 Route O Marshall,MO65340	None	N/A	Scholarship	4,000
Berger Caleb 31456 Bales Circle Lawson,MO64062	None	N/A	Scholarship	12,000
Cuda Aubrie 20065 185th Rd Marshall,MO65340	None	N/A	Scholarship	10,000
Griffitt Ashlyn 28540 205th Road Marshall,MO65340	None	N/A	Scholarship	3,000
Dobbins Ali 36780 CR 230 Bosworth,MO64623		N/A	Scholarship	2,250
Griffitt Katelynn 28540 205th Road Marshall,MO65340		N/A	Scholarship	14,425
Hartley Abbey 30 N Brunswick Marshall,MO65340	None	N/A	Scholarship	3,000
Jacobs Wendy 436 N Brunswick Marshall,MO65340	None	N/A	Scholarship	2,000
Post Callie 2213 Watermill Rd Marshall,MO65340	None	N/A	Scholarship	6,000
Mikels Kaitlyn 17430 Snowcap Loop Warsaw,MO65355	None	N/A	Scholarship	10,000
Quichell Arnold 300 North Locust St Sweet Springs,MO65351	None	N/A	Scholarship	7,500
Strickland Danielle 14262 Horizon Trail Marshall,MO65340	None	N/A	Scholarship	3,000
Thompson Morgan 23811 N 65 Highway Marshall,MO65340	None	N/A	Scholarship	10,000
VanDeventer Heather 26372 Highway 41 Dewitt,MO64639	None	N/A	Scholarship	4,400
Fitzgibbon Hospital 2306 S Highway 65 Marshall,MO65340		N/A	Grant	100,000
Saline County Career Center 900 W Vest St Marshall,MO65340		N/A	Grant	25,000
Total ................................. 3a				221,575

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 ...........			14	180
4 Dividends and interest from securities....			14	90,780
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 ............
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)..				90,960

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

90,960

(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:
Software Version:
Part VI Line 7 -Original Return Overpayment:	-3,314

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Ted J. Traczewski, CPA Tax return preparation	2,750	2,750	2,750

- TIN:

TY 2020 GeneralExplanationAttachment

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Identifier	Return Reference	Explanation
	Supplementary Information	See attached Scholarship Application and Scholarship Terms

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Name of Bond	End of Year Book Value	End of Year Fair Market Value
Apple Inc 10,000 2.4% 5/3/23	9,772	10,490
Boeing Co 11,000 2.125 3/1/22	11,096	11,185
Boeing Co 9,000 4.875 5/1/25	9,336	10,259
Booking Holdings, Inc 10,000 4.1% 4/13/25	10,666	11,341
Broadcom Corp/Cayman Fin Ltd 11,000 3.875 1/15/27	10,794	12,345
Centurylink Inc 9,000 7.65% 3/15/42	9,295	10,890
Delta Airlines Inc 9,000 7.375% 1/15/26	9,540	10,281
Discover Financial Svcs 3,000 4.1% 2/9/27	3,010	3,456
Discover Financial Svcs 9,000 4.1% 2/9/27	9,015	10,369
Ford Motor Co 11,000 8.5% 4/21/23	12,112	12,381
Freeport-McMoran Inc 9,000 4.125% 3/1/28	9,452	9,439
General Motors Financial Co 7,000 4.25% 5/15/23	7,022	7,544
General Motors Financial Co 9,000 4.25% 5/15/23	9,028	9,700
Gilead Sciences Inc 12,000 3.7% 4/1/24	12,181	13,079
Hewlett Packard Enterprise Co 9,000 4.9% 10/15/25	9,331	10,530
Home Depot Inc 10,000 2.7% 4/1/23	9,895	10,488
JP Morgan Chase & Co 9,000 3.625% 5/13/24	9,099	9,951
Las Vegas Sands Corp 11,000 3.2% 8/8/24	11,371	11,651
Lennar Corp 11,000 4.125% 1/15/22	10,964	11,261
Marriot International 11,000 3.6% 4/15/24	11,406	11,727
Marriot International 11,000 3.75% 3/15/25	10,690	11,847
Micron Technology Inc. 8,000 5.327% 2/6/29	8,749	10,007
Netflix Inc 9,000 4.375% 11/15/26	9,675	9,979
Salesforce.Com, 10,000 3.7% 4/11/28	10,944	11,799
Sprint Corp 11,000 7.25% 9/15/21	11,141	11,446
Target Corp 9,000 2.9% 1/15/22	9,008	9,249
Truist Financial Corp 6,000 2.85% 10/26/24	6,340	6,493
Under Armour Inc 12,000 3.25% 6/15/26	10,685	12,075
United Rentals North America Inc 9,000 5.875% 9/15/26	9,271	9,528
UnitedHealth Group Inc 10,000 2.875% 3/15/23	9,894	10,576
Wynn Las Vegas 9,000 5.5% 3/1/25	9,089	9,394

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Adobe Inc - 155 shares	40,007	77,519
Advance Micro Devices - 177 shares	8,599	16,233
Advance Micro Devices - 688 shares	34,971	63,096
AGCO Corp - 122 shares	10,952	12,577
Air Prod & Chem Inc - 146 shares	36,199	39,890
Airbnb Inc - 18 shares	2,839	2,642
Align Technology - 12 shares	6,026	6,413
Ally Financial - 1,459 shares	45,390	52,028
Ally Financial - 396 shares	10,443	14,121
Amazon Com Inc - 30 shares	32,421	97,708
American Tower REIT - 128 shares	21,539	28,731
Amgen Inc - 148 shares	28,962	34,028
Apple Inc - 509 shares	27,794	67,539
Aptiv LLC - 75 shares	7,644	9,772
Best Buy Co - 229 shares	25,630	22,852
Blackrock Inc - 46 shares	21,086	33,191
Broadcom Inc - 77 shares	25,100	33,714
Carrier Global Corp - 355 shares	10,901	13,391
Chipotle Mexican Grill Inc Com - 62 shares	32,683	85,976
Chipotle Mexican Grill Inc Com - 8 shares	3,875	11,094
Cisco Sys Inc - 632 shares	29,848	28,282
Crowdstrike Hldgs - 118 shares	6,133	24,995
Deere & Co - 281 shares	61,414	75,603
Diamondback Energy Inc - 316 shares	10,977	15,294
Docusign Inc - 327 shares	27,613	72,692
Docusign Inc - 81 shares	6,361	18,006
Eastman Chemical Co - 263 shares	26,341	26,374
Estee Lauder Co Inc. - 185 shares	46,896	49,245
Five Below - 41 shares	5,440	7,174
Ford Motor Co - 1,507 shares	11,678	13,247
Freeport-McMoran - 1,004 shares	12,428	26,124
Freeport-McMoran - 2,773 shares	43,425	72,153
Garmin Ltd - 103 shares	11,564	12,325
Garmin Ltd - 229 shares	26,522	27,402
Home Depot Inc - 136 shares	27,607	36,124
Home Depot Inc - 162 shares	33,081	43,030
Honeywell International Inc = 214 shares	33,903	45,518
HP Inc - 1,185 shares	26,300	29,139
JD Com Inc - 239 shares	10,590	21,008
Johnson & Johnson - 179 shares	24,117	28,171
JPMorgan Chase & Co - 282 shares	22,049	35,834
Lennar Corp - 164 shares	5,799	12,502
Lithia Motors Inc - 56 shares	12,924	16,390
Lockheed Martin Corp - 96 shares	31,067	34,078
Logitech International - 50 shares	4,385	4,860
Lululemon Athletica Inc - 34 shares	5,179	11,833
Lululemon Athletica Inc - 189 shares	28,844	65,778
Magna International - 499 shares	26,655	35,329
McCormick and Co Non-Voting - 260 shares	23,285	24,856
McDonalds Corp - 120 shares	19,740	25,750
Mercadolibre Inc - 10 shares	8,421	16,752
Microsoft Corp - 197 shares	21,263	43,817
Microsoft Corp - 297 shares	35,718	66,059
Moelis & Co - 100 shares	3,992	4,676
Mongodb Inc - 190 shares	17,113	68,218
Mongodb Inc - 42 shares	3,527	15,080
Netease.com Inc - 155 shares	10,551	14,844
Nextera Energy Inc - 1,024 shares	30,483	79,002
NIO Inc - 496 shares	10,245	24,175
Nvidia Corporation - 151 shares	26,406	68,408
Nvidia Corporation - 61 shares	10,660	31,854
Paypal Hldgs Inc Com - 125 shares	27,348	29,275
Penn National Gaming Inc - 227 shares	12,343	19,606
Pinterest Inc - 290 shares	10,424	19,111
Pinterest Inc - 732 shares	45,812	48,239
Procter & Gamble - 189 shares	19,494	26,297
S&P Global Inc - 43 shares	13,333	14,136
Sailpoint Technologies Hldgs - 123 shares	5,569	6,549
Sea Limited - 27 shares	4,320	5,374
Servicenow Inc - 34 shares	6,532	18,715
Servicenow Inc - 114 shares	21,946	62,749
Sherwin Williams Co - 65 shares	42,051	47,769
Shopify, Inc - 12 shares	12,262	13,583
Snowflake Inc - 38 shares	11,390	10,693
SVB Fncl Grp - 33 shares	11,148	12,798
T Rowe Price Group Inc. - 259 shares	29,988	39,210
T-Mobile US - 518 shares	50,946	69,852
Taiwan Semiconductor - 143 shares	7,677	15,593
Teradyne, Inc - 108 shares	11,482	12,948
Tesla Inc - 55 shares	9,139	38,812
Texas Instruments - 242 shares	27,339	39,719
The Boston Beer Co - 13 shares	10,350	12,926
Thermo Fisher Scientific - 132 shares	32,668	61,483
Trane Technologies - 320 shares	46,072	46,451
UnitedHealth Gp Inc - 123 shares	32,005	43,134
Veeva Sys Inc Cl A - 328 shares	36,013	89,298
Veeva Sys Inc Cl A - 75 shares	7,018	20,419
Visa Inc Cl A - 163 shares	23,420	35,653
Walt Disney Co - 314 shares	43,456	56,891
Whirlpool Corp - 1 share	185	180
Yeti Holdings Inc - 175 shares	9,894	11,982
Zoetis Inc Class A - 249 shares	22,275	41,210

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

US Government Securities - End of Year Book Value:

40,697

US Government Securities - End of Year Fair Market Value:

44,772

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Category/ Item	Book Value	End of Year Fair Market Value
Allianzgi Convertible P Fund - 161 shares	4,825	6,850
American New World Fund - 393 shares	22,237	34,490
Angel Oak Multi Strat Fund - 687 shares	6,907	7,105
Artisan Developing World Adv Fund - 3,416 shares	54,244	90,853
Artisan Developing World Adv Fund - 507 shares	7,324	13,480
Artisan High Income Adv Fund - 997 shares	8,527	10,093
Blackstone REIT - 31,075.301 shares	337,500	356,592
Davis International Fund - 1,778 shares	25,927	27,064
DWS Global High Income Inst Fund - 1,428 shares	9,122	9,921
Federated HRMS Inst HiYd Fund - 995 shares	9,049	9,925
First Tr Sh Dur Hi Inc Fund - 372 shares	7,011	7,277
Franklin Intl Growth Fund - 2,610 shares	41,045	56,360
Ironwood Multi Strategy LLC - 298.225 shares	337,500	363,075
Ishares JP Morgan Em Bond ETF - 62 shares	6,704	7,186
Ishares MBS ETF - 195 shares	21,361	21,475
Ishares Preferred & Income Fund - 197 shares	6,683	7,586
Kopernik Global All Cap Inst Fund - 4,637 shares	54,010	60,514
Lord Abbett Convertible Fund - 360 shares	5,389	6,836
PGIM Jenn Global Fund - 1,771 shares	43,134	82,889
T Rowe Price Global Stock Fund - 887 shares	42,885	58,355
Touchstone Snds Cp Em Mkt Gr Fund - 3,744 shares	50,914	81,665
Touchstone Snds Cp Em Mkt Gr Fund - 616 shares	7,743	13,432
WCM Focused Emer Mkts Inst Fund - 1,893 shares	26,917	37,518
Vanguard FTSE Emerg Mkts Fund - 564 shares	26,311	28,262
Vanguard Total Intl Fund - 357 shares	20,216	21,477

- TIN:

TY 2020 OtherExpensesSchedule

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Office expenses	75		75	75
Investment expenses	23,119	23,119
Bookkeeping/Admin	12,956		12,956	12,956
Insurance

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Description	Amount
Capital gains	114,237

- TIN:

TY 2020 TaxesSchedule

Name:

Margaret G Buckner Scholarship Trust

EIN:

43-1735027

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Section 4940(e) tax	686	686	686
Foreign taxes	281	281	281