Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PALMER CW FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

36-7334207
B Telephone number (see instructions)

(312) 630-6000
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$6,919,812
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 111,211
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 115,252 115,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 250,056
b Gross sales price for all assets on line 6a 3,081,870
7 Capital gain net income (from Part IV, line 2)... 250,056
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 290    
12 Total. Add lines 1 through 11........ 476,809 365,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 2,500 1,250 0 1,250
c Other professional fees (attach schedule).... 56,412 27,647   28,765
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 5,452 5,452   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1,543 1,543    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,907 35,892 0 30,015
25 Contributions, gifts, grants paid....... 289,000 289,000
26 Total expenses and disbursements. Add lines 24 and 25 354,907 35,892 0 319,015
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 121,902
b Net investment income (if negative, enter -0-) 329,364
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 127,122 121,977 121,977
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,671,840 Click to see attachment3,913,132 5,527,780
c Investments—corporate bonds (attach schedule)....... 1,375,772 Click to see attachment1,249,867 1,269,843
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment212 Click to see attachment212
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,174,734 5,285,188 6,919,812
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) Click to see attachment144  
23 Total liabilities (add lines 17 through 22)......... 144 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,174,590 5,285,188
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,174,590 5,285,188
30 Total liabilities and net assets/fund balances (see instructions). 5,174,734 5,285,188
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
5,174,590
2
Enter amount from Part I, line 27a .....................
2
121,902
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,296,492
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,304
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,285,188
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 17. ABB LTD SPONSORED ADR   2016-10-28 2020-03-30
b 35. ABB LTD SPONSORED ADR   2016-10-28 2020-07-31
c 290. ABB LTD SPONSORED ADR   2019-01-10 2020-08-20
d 53. ABB LTD SPONSORED ADR   2019-08-29 2020-08-20
e .36 ADR ACS ACTIV DE CONSTRUC Y SERV ADR   2016-12-30 2020-04-16
.75 ADR ACS ACTIV DE CONSTRUC Y SERV ADR   2016-12-30 2020-07-02
732.15 ADR ACS ACTIV DE CONSTRUC Y SERV ADR   2016-12-30 2020-08-20
231.85 ADR ACS ACTIV DE CONSTRUC Y SERV ADR   2020-02-24 2020-08-20
49. ADR AIA GROUP LTD SPONSORED ADR   2017-12-05 2020-03-18
42. ADR AIA GROUP LTD SPONSORED ADR   2017-12-05 2020-04-03
61. ADR AIA GROUP LTD SPONSORED ADR   2017-03-13 2020-05-28
67. ADR AIA GROUP LTD SPONSORED ADR   2019-11-05 2020-08-20
83. ADR AIA GROUP LTD SPONSORED ADR   2017-03-13 2020-08-20
23. AT&T INC   2020-05-26 2020-08-20
230. AT&T INC   2018-03-05 2020-08-20
9. ABBOTT LABORATORIES   2017-06-09 2020-01-09
12. ABBOTT LABORATORIES   2017-06-09 2020-04-07
15. ABBOTT LABORATORIES   2017-06-09 2020-05-05
82. ABBOTT LABORATORIES   2016-07-07 2020-08-20
645. ACCOR S A SPONSORED ADR NEW   2019-08-22 2020-08-20
189. ADR ADECCO GROUP AG ADR   2019-11-25 2020-08-20
15. ADIDAS AG   2018-03-29 2020-03-02
47. ADIDAS AG   2018-03-29 2020-03-03
8. ADIDAS AG   2019-08-01 2020-03-11
13. ADIDAS AG   2019-10-21 2020-03-12
13. ADIDAS AG   2019-11-07 2020-03-13
77. ADIDAS AG   2018-03-29 2020-03-20
4. ADOBE SYS INC   2018-10-25 2020-01-22
4. ADOBE SYS INC   2013-10-25 2020-06-22
59. ADR ADYEN N V ADR   2020-02-05 2020-04-14
29. ADR ADYEN N V ADR   2020-05-04 2020-12-31
33. ADVANCED MICRO DEVICES INC   2020-04-14 2020-05-26
39. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-02-27 2020-02-28
34. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-10-22 2020-03-02
10. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-02-21 2020-03-02
76. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-04-10 2020-03-03
20. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2020-06-02 2020-06-10
178. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2016-10-13 2020-08-20
245. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2020-08-14 2020-08-20
12. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-02-06
7. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-05-13
10. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-07-14
134. ADR AKZO NOBEL N V SPONSORED ADR NEW   2016-12-16 2020-08-20
36. ADR AKZO NOBEL N V SPONSORED ADR NEW   2020-03-10 2020-08-20
8. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2018-09-12 2020-02-11
14. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-04-03 2020-05-04
15. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-09-13 2020-05-22
13. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-05-02 2020-08-07
8. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2016-05-02 2020-08-12
2. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-11-07 2020-08-12
2. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-11-07 2020-08-18
24. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2020-05-04 2020-08-20
5. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-11-21 2020-12-21
11. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2020-10-28 2020-12-28
17. ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS   2019-10-16 2020-12-28
157. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2020-04-01 2020-07-23
17. ALLSTATE CORP   2017-06-09 2020-01-09
83. ALLSTATE CORP   2017-06-09 2020-08-20
1. ALPHABET INC CAP STK USD0.001 CL C   2018-08-15 2020-03-23
1. ALPHABET INC CAP STK USD0.001 CL C   2018-05-17 2020-08-26
1. ALPHABET INC CAP STK USD0.001 CL C   2018-05-04 2020-11-16
1. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-08-15 2020-03-23
1. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2020-08-05 2020-08-20
17. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-02-07 2020-08-20
1. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-02-12 2020-08-26
1. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-05-17 2020-11-16
5.84 ADR AMADEUS IT GROUP S A ADS   2019-05-13 2020-03-25
1.1601 ADR AMADEUS IT GROUP S A ADS   2018-05-10 2020-03-25
11.9999 ADR AMADEUS IT GROUP S A ADS   2018-05-10 2020-03-25
10.45 ADR AMADEUS IT GROUP S A ADS   2019-05-13 2020-04-03
23.55 ADR AMADEUS IT GROUP S A ADS   2018-05-10 2020-04-03
35.00003 ADR AMADEUS IT GROUP S A ADS   2019-07-19 2020-05-29
88.99997 ADR AMADEUS IT GROUP S A ADS   2019-07-19 2020-05-29
14. ADR AMADEUS IT GROUP S A ADS   2020-08-04 2020-08-20
47. ADR AMADEUS IT GROUP S A ADS   2019-07-19 2020-08-20
14. AMERICAN INTERNATIONAL GROUP INC COM   2018-05-07 2020-01-09
72. AMERICAN INTERNATIONAL GROUP INC COM   2020-05-26 2020-08-20
181. AMERICAN INTERNATIONAL GROUP INC COM   2019-01-16 2020-08-20
9. AMERICAN TOWER CORP   2020-03-13 2020-05-07
14. AMERICAN TOWER CORP   2020-03-19 2020-10-08
33. ANALOG DEVICES INC   2020-07-13 2020-08-20
130. ANALOG DEVICES INC   2018-04-24 2020-08-20
666. ADR ANGLO AMERN PLC SPONSORED ADR   2020-06-10 2020-08-20
3. APPLE COMPUTER INC   2018-08-01 2020-01-15
121. ADR ARCELORMITTAL LUXEMBOURG N Y REGISTRY SHS NEW 2017 N Y REGIST   2020-06-11 2020-08-20
173. ARCHER DANIELS MIDLAND CO   2017-06-09 2020-08-20
43. ARCHER DANIELS MIDLAND CO   2020-01-09 2020-08-20
28. ARMSTRONG WORLD INDS INC NEW COM STK   2019-11-01 2020-08-20
132. ARMSTRONG WORLD INDS INC NEW COM STK   2018-10-16 2020-08-20
27. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-25 2020-01-30
9. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-02-06
2. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-03-05
11. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-03-13
6. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-03-25
6. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-04-01
6. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-05-11
3. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-05-12
2. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-05-13
7. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-06-04
12. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-12 2020-06-19
42. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-07-12 2020-07-10
7. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-07-16
10. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-07-23
17. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-08-04
31. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2016-12-22 2020-08-07
22. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2019-08-21 2020-10-01
23. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-16 2020-10-02
26. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-18 2020-11-16
42. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-05-06 2020-11-25
4. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-18 2020-11-25
12. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-02-26 2020-11-27
33. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2020-03-20 2020-11-30
31. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A   2017-07-21 2020-03-25
56. ADR AVIVA ADR   2016-02-26 2020-02-06
274. ADR AVIVA ADR   2020-06-15 2020-08-20
276. ADR AVIVA ADR   2018-12-04 2020-08-20
231. AXA S A SPONSORED ADR   2016-10-13 2020-02-28
203. AXA S A SPONSORED ADR   2020-08-19 2020-08-20
182. BAE SYS PLC SPONSORED ADR   2017-09-22 2020-08-20
84. BASF AG SPONSORED ADR 00   2019-07-23 2020-03-10
245. BASF AG SPONSORED ADR 00   2018-09-20 2020-03-10
159. BASF AG SPONSORED ADR 00   2018-10-04 2020-08-04
57. BASF AG SPONSORED ADR 00   2020-05-06 2020-08-20
475. BASF AG SPONSORED ADR 00   2019-07-09 2020-08-20
46. BP AMOCO P L C SPONSORED ADR   2019-01-10 2020-03-10
39. BP AMOCO P L C SPONSORED ADR   2017-05-05 2020-03-24
33. BP AMOCO P L C SPONSORED ADR   2017-07-06 2020-03-30
139. BP AMOCO P L C SPONSORED ADR   2020-07-29 2020-08-20
72. BP AMOCO P L C SPONSORED ADR   2017-07-06 2020-08-20
25. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-07-20 2020-01-08
94. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2020-03-25 2020-08-20
188. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2019-08-14 2020-08-20
24. BAIDU COM INC SPONSORED ADR SHS   2020-04-07 2020-05-29
104. BAIDU COM INC SPONSORED ADR SHS   2016-06-10 2020-05-29
5. BAIDU COM INC SPONSORED ADR SHS   2017-12-04 2020-07-16
46. BAIDU COM INC SPONSORED ADR SHS   2019-06-28 2020-08-20
5. BAIDU COM INC SPONSORED ADR SHS   2019-12-19 2020-08-20
202. ADR BALFOUR BEATTY PLC SPONSORED ADR REPSTG 2 SHS   2015-10-28 2020-08-20
1273. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2020-08-04 2020-08-20
48. BANK NEW YORK MELLON CORP COM STK   2020-05-26 2020-08-20
165. BANK NEW YORK MELLON CORP COM STK   2017-06-09 2020-08-20
75. BARCLAYS PLC ADR   2018-08-31 2020-03-25
60. BARCLAYS PLC ADR   2018-08-31 2020-06-02
108. BARCLAYS PLC ADR   2018-08-31 2020-06-04
82. BARCLAYS PLC ADR   2016-02-10 2020-06-18
73. BARCLAYS PLC ADR   2016-03-23 2020-06-22
574. BARCLAYS PLC ADR   2020-07-31 2020-08-20
557. BARCLAYS PLC ADR   2019-05-28 2020-08-20
72. BAXTER INTL INC   2018-12-03 2020-01-07
185. BAXTER INTL INC   2019-05-10 2020-08-20
25. BAYER A G 00   2019-12-18 2020-07-13
32. BAYER A G 00   2019-07-09 2020-07-13
96. BAYER A G 00   2019-12-18 2020-08-20
128. BAYER A G 00   2019-07-31 2020-08-20
9. BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2020-03-06 2020-08-19
15. BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2020-03-06 2020-08-20
4. BOEING CO COM   2017-07-27 2020-01-09
4. BOEING CO COM   2016-12-12 2020-03-11
3. BOEING CO COM   2016-12-12 2020-03-16
8. BOEING CO COM   2010-05-05 2020-03-16
3. BOEING CO COM   2016-12-20 2020-06-15
8. BOEING CO COM   2010-05-05 2020-07-07
4. BOEING CO COM   2020-02-11 2020-07-07
16. BOEING CO COM   2020-04-17 2020-07-14
17.00052 BOSTON SCIENTIFIC CORP   2019-12-13 2020-05-05
1.99948 BOSTON SCIENTIFIC CORP   2019-12-13 2020-05-05
17. BOSTON SCIENTIFIC CORP   2019-12-13 2020-05-06
65. BOSTON SCIENTIFIC CORP   2020-02-28 2020-06-26
334. ADR BRAMBLES LTD SPONSORED ADR   2020-06-19 2020-08-20
14. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2020-03-02
9. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2020-03-05
21. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2020-04-16
11. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2020-06-02
168. BRITISH AMERN TOB PLC SPONSORED ADR   2018-11-30 2020-08-20
27. BRITISH AMERN TOB PLC SPONSORED ADR   2020-07-16 2020-08-20
8. BROADCOM INC COM   2019-02-28 2020-03-19
4. BROADCOM INC COM   2019-12-06 2020-04-22
6. BROADCOM INC COM   2017-01-30 2020-04-22
5. BROADCOM INC COM   2019-01-29 2020-05-26
27. BROADCOM INC COM   2019-01-29 2020-08-20
16. BRUNSWICK CORP   2020-01-31 2020-06-08
64. BRUNSWICK CORP   2019-08-01 2020-08-20
30. BRUNSWICK CORP   2020-01-31 2020-08-20
27. CDW CORP COM   2020-04-15 2020-08-20
43. CIGNA CORP NEW COM   2019-01-02 2020-08-20
21. ADR CSL LTD SPONSORED ADR   2016-05-09 2020-03-18
124. CVS CORP   2018-03-05 2020-08-20
932. ADR CAIXABANK ADR   2020-08-04 2020-08-20
3761. ADR CAIXABANK ADR   2019-07-29 2020-08-20
9. CANADIAN IMPERIAL BK COMM TORONTO ONT COM STK   2018-12-12 2020-06-02
9. CANADIAN IMPERIAL BK COMM TORONTO ONT COM STK   2018-12-12 2020-06-11
9. CANADIAN IMPERIAL BK COMM TORONTO ONT COM STK   2018-12-12 2020-06-25
75. CANADIAN NATL RY CO COM   2015-10-07 2020-05-07
240. ADR CAPGEMINI S E ADR   2019-10-04 2020-08-20
30. CARDINAL HEALTH INC   2017-06-09 2020-05-26
144. CARDINAL HEALTH INC   2019-01-16 2020-08-20
227. ADR CARLSBERG AS SPONSORED ADR   2016-02-10 2020-08-20
173. CARREFOUR SA SPONSORED ADR   2019-03-15 2020-03-19
195. CARREFOUR SA SPONSORED ADR   2019-03-27 2020-04-16
689. CARREFOUR SA SPONSORED ADR   2019-05-22 2020-08-20
357. CARREFOUR SA SPONSORED ADR   2020-07-14 2020-08-20
8. CATERPILLAR INC   2020-04-07 2020-07-16
58. CATERPILLAR INC   2020-05-26 2020-08-20
17. CHEWY INC CLASS A   2020-10-01 2020-12-30
31. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-28 2020-03-05
12. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-28 2020-03-13
10. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-05-03 2020-03-19
13. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-05-03 2020-03-25
27. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-07-06 2020-04-07
16. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-11-03 2020-04-21
15. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-11-03 2020-04-28
21. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-03-02 2020-05-04
16. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-03-08 2020-05-06
7. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-06-26 2020-05-07
13. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-06-20 2020-05-07
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 292   351 -59
b 877   722 155
c 7,522   5,910 1,612
d 1,375   997 378
e 1   2 -1
3   4 -1
3,632   3,777 -145
1,150   1,379 -229
1,592   1,341 251
1,501   1,149 352
2,023   1,543 480
2,516   2,817 -301
3,116   2,099 1,017
683   713 -30
6,828   8,803 -1,975
779   425 354
1,004   566 438
1,385   691 694
8,328   3,399 4,929
3,586   5,617 -2,031
4,930   5,901 -971
2,066   1,391 675
6,565   4,358 2,207
898   1,319 -421
1,211   2,036 -825
1,234   1,999 -765
7,882   7,140 742
1,403   804 599
1,737   216 1,521
1,006   1,152 -146
1,338   567 771
1,789   1,458 331
1,146   1,255 -109
1,011   1,157 -146
297   317 -20
2,326   2,504 -178
420   356 64
3,638   2,539 1,099
5,002   4,071 931
388   363 25
172   211 -39
314   275 39
4,337   3,232 1,105
1,165   963 202
1,744   982 762
2,666   2,199 467
3,011   1,253 1,758
3,227   994 2,233
2,048   542 1,506
512   375 137
516   375 141
6,155   4,695 1,460
1,293   923 370
2,385   3,107 -722
3,685   3,035 650
3,387   2,643 744
1,930   1,482 448
7,948   7,233 715
1,055   1,212 -157
1,650   1,084 566
1,781   1,037 744
1,054   1,229 -175
1,571   1,484 87
26,707   16,966 9,741
1,643   1,128 515
1,775   1,088 687
293   436 -143
58   88 -30
602   912 -310
469   780 -311
1,057   1,790 -733
1,838   2,825 -987
4,675   7,183 -2,508
731   695 36
2,453   3,434 -981
729   736 -7
2,096   2,244 -148
5,270   9,180 -3,910
2,131   2,145 -14
3,420   3,110 310
3,869   3,834 35
15,242   11,663 3,579
8,232   8,651 -419
943   602 341
1,401   1,328 73
7,508   7,256 252
1,866   1,892 -26
2,076   2,668 -592
9,787   8,874 913
1,325   1,029 296
450   245 205
96   54 42
431   299 132
239   163 76
265   163 102
323   163 160
164   82 82
110   54 56
381   190 191
634   448 186
2,250   1,546 704
397   190 207
564   272 292
952   462 490
1,721   842 879
1,200   948 252
1,251   837 414
1,460   941 519
2,198   2,131 67
209   143 66
631   574 57
1,746   1,425 321
976   849 127
590   679 -89
2,041   2,115 -74
2,056   3,000 -944
5,318   5,081 237
4,182   4,239 -57
5,119   6,311 -1,192
1,122   1,464 -342
3,273   6,101 -2,828
2,228   3,548 -1,320
835   821 14
6,959   9,146 -2,187
1,168   1,762 -594
814   1,363 -549
778   1,151 -373
3,051   3,277 -226
1,580   2,488 -908
732   714 18
1,993   1,733 260
3,987   4,355 -368
2,511   2,561 -50
10,881   17,522 -6,641
610   1,183 -573
5,651   7,318 -1,667
614   629 -15
1,221   1,590 -369
3,650   5,570 -1,920
1,715   2,042 -327
5,895   8,100 -2,205
348   703 -355
360   702 -342
673   1,046 -373
484   764 -280
414   668 -254
3,201   2,771 430
3,106   4,543 -1,437
6,121   4,984 1,137
15,300   12,848 2,452
456   494 -38
584   537 47
1,609   1,628 -19
2,145   2,103 42
686   845 -159
1,130   1,409 -279
1,345   792 553
764   626 138
412   469 -57
1,100   578 522
564   418 146
1,443   568 875
721   1,380 -659
2,819   2,669 150
629   767 -138
74   90 -16
620   766 -146
2,166   2,603 -437
5,309   5,090 219
549   780 -231
376   501 -125
778   1,169 -391
447   612 -165
5,629   8,151 -2,522
905   988 -83
1,618   1,749 -131
1,025   1,240 -215
1,537   1,217 320
1,421   1,326 95
8,878   7,160 1,718
1,013   1,006 7
4,033   3,087 946
1,890   1,823 67
3,033   2,822 211
7,649   7,892 -243
1,630   737 893
7,921   9,417 -1,496
662   738 -76
2,673   3,307 -634
618   767 -149
616   721 -105
612   721 -109
6,072   4,438 1,634
6,388   5,833 555
1,591   2,244 -653
7,211   9,278 -2,067
6,342   3,870 2,472
520   703 -183
573   764 -191
2,143   2,695 -552
1,110   1,175 -65
1,111   993 118
7,946   7,155 791
1,567   989 578
1,230   1,658 -428
400   640 -240
312   532 -220
471   692 -221
1,084   1,402 -318
611   823 -212
608   762 -154
808   978 -170
613   736 -123
268   318 -50
497   587 -90
830   968 -138
641   683 -42
6,365   11,693 -5,328
1,642   1,386 256
3,336   1,954 1,382
750   504 246
10,874   7,109 3,765
1,465   1,538 -73
7,977   4,206 3,771
3,662   3,028 634
4,886   5,561 -675
6,240   6,299 -59
979   916 63
8,615   7,387 1,228
8,127   6,579 1,548
5,618   5,917 -299
384   455 -71
5,541   5,947 -406
15,956   17,851 -1,895
1,951   2,236 -285
1,806   1,911 -105
1,688   1,649 39
1,513   1,395 118
1,462   1,130 332
8,241   6,128 2,113
1,672   1,702 -30
3,420   3,942 -522
4,120   4,414 -294
288   349 -61
576   698 -122
1,041   1,178 -137
345   365 -20
1,724   2,038 -314
902   619 283
2,322   806 1,516
11,752   10,209 1,543
1,827   1,327 500
2,856   2,079 777
2,613   2,863 -250
262,737   299,092 -36,355
5,591   6,643 -1,052
511,127   476,725 34,402
11,957   13,167 -1,210
443   435 8
5,001   4,578 423
647   528 119
490   396 94
489   396 93
797   658 139
1,137   1,016 121
1,175   1,010 165
689   495 194
683   756 -73
172   212 -40
1,122   1,388 -266
5,370   6,427 -1,057
1,984   2,377 -393
2,381   2,955 -574
2,282   5,971 -3,689
1,077   2,012 -935
1,522   959 563
5,468   3,079 2,389
2,148   2,523 -375
715   593 122
787   626 161
6,126   5,081 1,045
1,077   865 212
4,980   3,497 1,483
1,262   1,145 117
1,152   1,150 2
1,016   969 47
288   275 13
1,232   1,221 11
1,557   1,471 86
1,955   1,846 109
852   717 135
8,181   6,557 1,624
1,105   1,027 78
1,156   948 208
9,308   8,939 369
7,123   5,690 1,433
791   727 64
1,297   1,005 292
1,048   653 395
80   25 55
10,962   3,441 7,521
1,907   2,074 -167
6,675   10,103 -3,428
6,102   3,611 2,491
707   607 100
743   639 104
1,294   1,253 41
646   639 7
6,694   10,107 -3,413
669   731 -62
464   349 115
433   336 97
2,205   1,666 539
9,389   10,010 -621
2,196   1,976 220
2,960   3,011 -51
237   188 49
3,302   2,135 1,167
5,740   4,457 1,283
2,635   2,344 291
1,597   1,531 66
3,356   4,818 -1,462
6,619   9,605 -2,986
3,857   5,943 -2,086
6,735   7,886 -1,151
939   973 -34
7,142   5,529 1,613
1,276   1,408 -132
234   268 -34
7,610   8,919 -1,309
7,861   7,578 283
9,159   9,053 106
1,026   1,510 -484
851   1,253 -402
3,513   2,272 1,241
419   46 373
579   773 -194
232   295 -63
382   406 -24
131   140 -9
394   424 -30
5,595   6,024 -429
7,298   7,519 -221
1,574   1,548 26
14,875   15,030 -155
8,167   6,312 1,855
1,151   847 304
1,167   584 583
899   318 581
530   211 319
708   422 286
738   1,160 -422
185   106 79
763   817 -54
1,780   1,932 -152
3,367   3,307 60
7,126   6,443 683
8,653   7,771 882
547   457 90
965   842 123
1,754   2,194 -440
1,255   1,445 -190
1,134   1,141 -7
1,133   1,052 81
1,311   1,126 185
1,530   2,013 -483
1,531   1,237 294
4,901   7,286 -2,385
6,176   8,099 -1,923
4,075   5,481 -1,406
1,762   11,086 -9,324
759   2,852 -2,093
5,237   5,555 -318
799   600 199
650   1,098 -448
477   1,015 -538
3,026   3,345 -319
427   398 29
1,226   1,193 33
3,200   3,029 171
647   430 217
944   505 439
891   495 396
904   644 260
2,387   1,606 781
5,524   6,150 -626
6,077   4,611 1,466
29   29  
3,853   3,762 91
3,793   2,485 1,308
2,525   3,495 -970
4,964   4,243 721
767   462 305
1,177   711 466
1,007   569 438
5,999   4,338 1,661
688   827 -139
14,715   10,698 4,017
3,212   2,884 328
8,760   9,680 -920
419   397 22
1,211   1,372 -161
1,713   1,586 127
562   521 41
1,288   1,605 -317
794   595 199
2,028   1,495 533
3,924   6,021 -2,097
1,262   598 664
1,200   531 669
604   591 13
7,556   3,322 4,234
640   1,206 -566
172   317 -145
1,054   1,345 -291
5,863   6,015 -152
4,559   5,025 -466
298   202 96
398   263 135
735   504 231
85   70 15
776   546 230
781   607 174
1,078   945 133
748   665 83
891   1,080 -189
1,262   1,629 -367
94   91 3
915   839 76
1,344   1,097 247
2,062   1,563 499
820   805 15
575   580 -5
458   476 -18
21   20 1
734   608 126
5,814   4,102 1,712
909   1,059 -150
1,130   1,343 -213
786   661 125
956   658 298
1,732   1,015 717
1,297   1,254 43
1,199   1,109 90
1,276   1,103 173
1,467   1,210 257
2,087   1,752 335
3,036   2,536 500
155   113 42
614   478 136
1,360   1,119 241
3,332   6,088 -2,756
6,555   4,126 2,429
2,078   1,336 742
1,860   1,179 681
855   471 384
3,299   1,828 1,471
4,122   2,871 1,251
8,243   4,526 3,717
8,882   4,400 4,482
8,712   6,374 2,338
2,144   1,239 905
2,473   1,124 1,349
10,870   7,693 3,177
950   633 317
717   862 -145
585   673 -88
515   757 -242
1,955   6,436 -4,481
816   2,851 -2,035
3,025   2,101 924
1,168   856 312
8,455   5,647 2,808
562   222 340
1,593   610 983
1,467   555 912
1,027   957 70
769   623 146
495   412 83
1,657   133 1,524
2,307   186 2,121
1,343   107 1,236
1,752   160 1,592
1,339   107 1,232
15,294   14,210 1,084
5,784   5,664 120
1,174   819 355
8,161   4,077 4,084
692   3,755 -3,063
1,302   455 847
1,513   513 1,000
1,770   575 1,195
1,418   406 1,012
3,820   1,892 1,928
2,176   2,056 120
7,867   6,305 1,562
1,026   894 132
11,382     11,382
4,085   2,541 1,544
2,910   1,779 1,131
1,661   1,509 152
1,510   847 663
6,270   4,905 1,365
4,370   3,811 559
1,142   919 223
3,562   2,829 733
8,064   5,799 2,265
1,487   858 629
1,617   982 635
1,075   909 166
1,300   1,018 282
700   692 8
570   531 39
870   789 81
5,643   7,271 -1,628
1,570   1,899 -329
1,795   2,089 -294
1,531   1,519 12
6,424   4,850 1,574
130,000   127,488 2,512
2,611   1,787 824
8,411   6,396 2,015
379   371 8
939   927 12
171   131 40
163   131 32
815   639 176
4,219   3,348 871
3,444   3,576 -132
5,513   4,366 1,147
1,056   764 292
669   495 174
1,400   978 422
2,120   790 1,330
2,116   772 1,344
3,474   5,708 -2,234
1,647   8,020 -6,373
1,063   3,688 -2,625
920   763 157
1,525   1,301 224
7,913   6,416 1,497
4,426   4,001 425
10   32 -22
410   6,946 -6,536
176   1,644 -1,468
616   498 118
858   709 149
5,213   4,021 1,192
1,779   1,508 271
5,753   4,880 873
2,896   2,812 84
4,769   5,319 -550
5,706   4,529 1,177
1,536   1,793 -257
1,010   1,030 -20
384   348 36
3,840   4,106 -266
15,792   16,212 -420
1,001   963 38
1,431   1,349 82
812   720 92
551   475 76
453   396 57
572   550 22
1,710   2,025 -315
1,330   1,030 300
1,114   786 328
5,465   3,847 1,618
1,460   1,061 399
2,508   1,763 745
39   50 -11
5,784   6,516 -732
1,583   1,691 -108
8,902   7,080 1,822
311   306 5
113   109 4
559   544 15
407   392 15
226   240 -14
551   618 -67
512   570 -58
1,563   1,452 111
677   701 -24
4,217   6,804 -2,587
1,072   1,120 -48
765   811 -46
885   786 99
3,252   2,457 795
850   666 184
619   475 144
787   601 186
217   155 62
165   122 43
182   147 35
242   175 67
5,368   4,399 969
743   552 191
395   262 133
1,881   1,362 519
5,425   3,527 1,898
3,586   2,327 1,259
1,602   4,763 -3,161
310   921 -611
387   1,106 -719
4,060   14,353 -10,293
1,170   1,565 -395
2,625   1,101 1,524
2,744   1,127 1,617
3,423   3,180 243
104   170 -66
417   678 -261
3,792   5,047 -1,255
1,701   2,158 -457
3,252   3,279 -27
4,275   4,607 -332
2,214   1,752 462
1,771   1,140 631
16,178   8,416 7,762
1,697   1,066 631
226   317 -91
224   292 -68
203   243 -40
959   1,273 -314
813   973 -160
456   543 -87
1,179   1,416 -237
568   624 -56
517   542 -25
732   683 49
618   555 63
776   713 63
538   606 -68
509   581 -72
575   595 -20
473   496 -23
1,128   2,429 -1,301
1,160   2,537 -1,377
1,266   3,416 -2,150
718   822 -104
188   273 -85
509   749 -240
47   68 -21
306   432 -126
101   164 -63
838   1,448 -610
402   883 -481
258   636 -378
1,214   1,756 -542
1,535   1,247 288
1,740   1,144 596
754   612 142
1,715   1,436 279
2,723   1,188 1,535
554   557 -3
4,913   5,907 -994
1,479   1,433 46
5,822   5,692 130
3,708   3,700 8
410   311 99
369   311 58
312   311 1
341   311 30
2,441   1,801 640
626   383 243
8,472   5,733 2,739
6,142   2,575 3,567
716   6,326 -5,610
2,694   12,902 -10,208
1,254   2,845 -1,591
626   366 260
626   366 260
1,497   950 547
6,105   1,949 4,156
4,242   5,068 -826
20,075   4,735 15,340
11,429   1,371 10,058
11,384   1,495 9,889
9,068   1,246 7,822
383   334 49
455   446 9
338   279 59
338   276 62
640   553 87
5,569   4,068 1,501
2,956   2,207 749
2,003   1,626 377
4,562   4,085 477
688   948 -260
463   593 -130
1,649   1,422 227
1,898   1,485 413
1,759   1,860 -101
1,076   774 302
14,599   8,400 6,199
5,219   4,430 789
19   14 5
588   321 267
1,610   462 1,148
91   144 -53
728   963 -235
701   1,121 -420
5,785   6,082 -297
814   1,064 -250
2,850   2,955 -105
212   223 -11
1,152   1,123 29
2,020   827 1,193
1,130   818 312
7,177   3,214 3,963
5,421   1,412 4,009
5,610   3,954 1,656
686   964 -278
588   826 -238
464   716 -252
178   274 -96
217   434 -217
917   1,461 -544
358   509 -151
531   657 -126
7,735   7,965 -230
2,810   2,252 558
6,671   2,082 4,589
7,924   2,488 5,436
296   314 -18
1,694   1,459 235
4,778   3,417 1,361
2,736   1,010 1,726
909   634 275
4,055   422 3,633
2,585   237 2,348
8,171   768 7,403
3,376   248 3,128
3,322   236 3,086
1,387   94 1,293
2,286   1,846 440
713   1,148 -435
646   913 -267
5,516   5,446 70
812   756 56
3,403   4,940 -1,537
5,730   5,575 155
2,456   2,405 51
4,818   5,134 -316
887   1,260 -373
426   526 -100
1,806   2,226 -420
246   482 -236
385   696 -311
452   777 -325
439   744 -305
6,935   10,044 -3,109
3,562   3,317 245
2,380   2,233 147
365   434 -69
707   778 -71
2,162   2,038 124
963   792 171
7,490   5,914 1,576
885   884 1
1,117   638 479
1,332   668 664
435   235 200
4,169   3,596 573
664   283 381
162   71 91
6,111   4,825 1,286
1,263   425 838
570   1,188 -618
1,533   2,700 -1,167
1,341   1,943 -602
717   958 -241
671   792 -121
237   194 43
370   403 -33
1,416   1,479 -63
11,275   8,935 2,340
2,835   2,161 674
14,442   13,872 570
7,256   7,103 153
8,237   8,128 109
2,215   1,375 840
7,507   5,789 1,718
9,277   7,829 1,448
3,163   3,337 -174
1,400   1,310 90
670   956 -286
515   741 -226
375   519 -144
769   969 -200
6,064   4,771 1,293
5,448   5,535 -87
3,354   3,442 -88
1,656   1,271 385
1,064   809 255
230   307 -77
1,660   1,585 75
22,266   23,954 -1,688
196   164 32
326   329 -3
3,621   3,220 401
728   658 70
186   164 22
413   329 84
734   493 241
4,657   3,124 1,533
3,379   3,143 236
3,878   4,605 -727
24,164   20,325 3,839
2,507   2,791 -284
3,421   5,230 -1,809
900   1,151 -251
1,334   1,519 -185
18,954   19,959 -1,005
2,964   3,435 -471
248   668 -420
1,602   2,565 -963
1,464   1,068 396
2,617   1,665 952
5,948   2,978 2,970
2,065   1,628 437
2,776   1,840 936
5,897   2,617 3,280
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      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
      55,417
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       -59
b       155
c       1,612
d       378
e       -1
      -1
      -145
      -229
      251
      352
      480
      -301
      1,017
      -30
      -1,975
      354
      438
      694
      4,929
      -2,031
      -971
      675
      2,207
      -421
      -825
      -765
      742
      599
      1,521
      -146
      771
      331
      -109
      -146
      -20
      -178
      64
      1,099
      931
      25
      -39
      39
      1,105
      202
      762
      467
      1,758
      2,233
      1,506
      137
      141
      1,460
      370
      -722
      650
      744
      448
      715
      -157
      566
      744
      -175
      87
      9,741
      515
      687
      -143
      -30
      -310
      -311
      -733
      -987
      -2,508
      36
      -981
      -7
      -148
      -3,910
      -14
      310
      35
      3,579
      -419
      341
      73
      252
      -26
      -592
      913
      296
      205
      42
      132
      76
      102
      160
      82
      56
      191
      186
      704
      207
      292
      490
      879
      252
      414
      519
      67
      66
      57
      321
      127
      -89
      -74
      -944
      237
      -57
      -1,192
      -342
      -2,828
      -1,320
      14
      -2,187
      -594
      -549
      -373
      -226
      -908
      18
      260
      -368
      -50
      -6,641
      -573
      -1,667
      -15
      -369
      -1,920
      -327
      -2,205
      -355
      -342
      -373
      -280
      -254
      430
      -1,437
      1,137
      2,452
      -38
      47
      -19
      42
      -159
      -279
      553
      138
      -57
      522
      146
      875
      -659
      150
      -138
      -16
      -146
      -437
      219
      -231
      -125
      -391
      -165
      -2,522
      -83
      -131
      -215
      320
      95
      1,718
      7
      946
      67
      211
      -243
      893
      -1,496
      -76
      -634
      -149
      -105
      -109
      1,634
      555
      -653
      -2,067
      2,472
      -183
      -191
      -552
      -65
      118
      791
      578
      -428
      -240
      -220
      -221
      -318
      -212
      -154
      -170
      -123
      -50
      -90
      -138
      -42
      -5,328
      256
      1,382
      246
      3,765
      -73
      3,771
      634
      -675
      -59
      63
      1,228
      1,548
      -299
      -71
      -406
      -1,895
      -285
      -105
      39
      118
      332
      2,113
      -30
      -522
      -294
      -61
      -122
      -137
      -20
      -314
      283
      1,516
      1,543
      500
      777
      -250
      -36,355
      -1,052
      34,402
      -1,210
      8
      423
      119
      94
      93
      139
      121
      165
      194
      -73
      -40
      -266
      -1,057
      -393
      -574
      -3,689
      -935
      563
      2,389
      -375
      122
      161
      1,045
      212
      1,483
      117
      2
      47
      13
      11
      86
      109
      135
      1,624
      78
      208
      369
      1,433
      64
      292
      395
      55
      7,521
      -167
      -3,428
      2,491
      100
      104
      41
      7
      -3,413
      -62
      115
      97
      539
      -621
      220
      -51
      49
      1,167
      1,283
      291
      66
      -1,462
      -2,986
      -2,086
      -1,151
      -34
      1,613
      -132
      -34
      -1,309
      283
      106
      -484
      -402
      1,241
      373
      -194
      -63
      -24
      -9
      -30
      -429
      -221
      26
      -155
      1,855
      304
      583
      581
      319
      286
      -422
      79
      -54
      -152
      60
      683
      882
      90
      123
      -440
      -190
      -7
      81
      185
      -483
      294
      -2,385
      -1,923
      -1,406
      -9,324
      -2,093
      -318
      199
      -448
      -538
      -319
      29
      33
      171
      217
      439
      396
      260
      781
      -626
      1,466
       
      91
      1,308
      -970
      721
      305
      466
      438
      1,661
      -139
      4,017
      328
      -920
      22
      -161
      127
      41
      -317
      199
      533
      -2,097
      664
      669
      13
      4,234
      -566
      -145
      -291
      -152
      -466
      96
      135
      231
      15
      230
      174
      133
      83
      -189
      -367
      3
      76
      247
      499
      15
      -5
      -18
      1
      126
      1,712
      -150
      -213
      125
      298
      717
      43
      90
      173
      257
      335
      500
      42
      136
      241
      -2,756
      2,429
      742
      681
      384
      1,471
      1,251
      3,717
      4,482
      2,338
      905
      1,349
      3,177
      317
      -145
      -88
      -242
      -4,481
      -2,035
      924
      312
      2,808
      340
      983
      912
      70
      146
      83
      1,524
      2,121
      1,236
      1,592
      1,232
      1,084
      120
      355
      4,084
      -3,063
      847
      1,000
      1,195
      1,012
      1,928
      120
      1,562
      132
      11,382
      1,544
      1,131
      152
      663
      1,365
      559
      223
      733
      2,265
      629
      635
      166
      282
      8
      39
      81
      -1,628
      -329
      -294
      12
      1,574
      2,512
      824
      2,015
      8
      12
      40
      32
      176
      871
      -132
      1,147
      292
      174
      422
      1,330
      1,344
      -2,234
      -6,373
      -2,625
      157
      224
      1,497
      425
      -22
      -6,536
      -1,468
      118
      149
      1,192
      271
      873
      84
      -550
      1,177
      -257
      -20
      36
      -266
      -420
      38
      82
      92
      76
      57
      22
      -315
      300
      328
      1,618
      399
      745
      -11
      -732
      -108
      1,822
      5
      4
      15
      15
      -14
      -67
      -58
      111
      -24
      -2,587
      -48
      -46
      99
      795
      184
      144
      186
      62
      43
      35
      67
      969
      191
      133
      519
      1,898
      1,259
      -3,161
      -611
      -719
      -10,293
      -395
      1,524
      1,617
      243
      -66
      -261
      -1,255
      -457
      -27
      -332
      462
      631
      7,762
      631
      -91
      -68
      -40
      -314
      -160
      -87
      -237
      -56
      -25
      49
      63
      63
      -68
      -72
      -20
      -23
      -1,301
      -1,377
      -2,150
      -104
      -85
      -240
      -21
      -126
      -63
      -610
      -481
      -378
      -542
      288
      596
      142
      279
      1,535
      -3
      -994
      46
      130
      8
      99
      58
      1
      30
      640
      243
      2,739
      3,567
      -5,610
      -10,208
      -1,591
      260
      260
      547
      4,156
      -826
      15,340
      10,058
      9,889
      7,822
      49
      9
      59
      62
      87
      1,501
      749
      377
      477
      -260
      -130
      227
      413
      -101
      302
      6,199
      789
      5
      267
      1,148
      -53
      -235
      -420
      -297
      -250
      -105
      -11
      29
      1,193
      312
      3,963
      4,009
      1,656
      -278
      -238
      -252
      -96
      -217
      -544
      -151
      -126
      -230
      558
      4,589
      5,436
      -18
      235
      1,361
      1,726
      275
      3,633
      2,348
      7,403
      3,128
      3,086
      1,293
      440
      -435
      -267
      70
      56
      -1,537
      155
      51
      -316
      -373
      -100
      -420
      -236
      -311
      -325
      -305
      -3,109
      245
      147
      -69
      -71
      124
      171
      1,576
      1
      479
      664
      200
      573
      381
      91
      1,286
      838
      -618
      -1,167
      -602
      -241
      -121
      43
      -33
      -63
      2,340
      674
      570
      153
      109
      840
      1,718
      1,448
      -174
      90
      -286
      -226
      -144
      -200
      1,293
      -87
      -88
      385
      255
      -77
      75
      -1,688
      32
      -3
      401
      70
      22
      84
      241
      1,533
      236
      -727
      3,839
      -284
      -1,809
      -251
      -185
      -1,005
      -471
      -420
      -963
      396
      952
      2,970
      437
      936
      3,280
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 250,056
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,578
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 4,578
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 4,578
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,204
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,204
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,626
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,626 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletNORTHERN TRUST COMPANY Telephone no.bullet (312) 630-6000

    Located atbulletPO BOX 803878CHICAGOIL ZIP+4bullet60680
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLES W PALMER TRUSTEE
    1
    0    
    C/O NORTHERN TRUST
    CHICAGO,IL60680
    ALICE A PALMER TRUSTEE
    1
    0    
    C/O NORTHERN TRUST
    CHICAGO,IL60680
    MELISSA STRANGE TRUSTEE
    1
    0    
    C/O NORTHERN TRUST
    CHICAGO,IL60680
    HEIDI FICKLING TRUSTEE
    1
    0    
    C/O NORTHERN TRUST
    CHICAGO,IL60680
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,084,284
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,084,284
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,084,284
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    91,264
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,993,020
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    299,651
    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
    299,651
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,578
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,578
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    295,073
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    295,073
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    295,073
    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
    319,015
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    319,015
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    319,015
    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 7 295,073
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 286,000
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 319,015
    a Applied to 2019, but not more than line 2a 286,000
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 33,015
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    262,058
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    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).)
    CHARLES W PALMER
    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.
    NA
    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
    SEE ATTACHED SCHEDULE
    SEE ATTACHED SCHEDULE
    SEE ATTACHED SCHEDULE,IL60680
    NONE PC GENERAL 289,000
    Total .................................bullet 3a 289,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 115,252  
    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.....     14 290  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 250,056  
    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)..   365,598  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    365,598
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    PALMER CW FAMILY FOUNDATION
     
    Employer identification number

    36-7334207
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    PALMER CW FAMILY FOUNDATION
     
    Employer identification number
    36-7334207
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    CHARLES W PALMER
    C/O NORTHERN TRUST COMPANY
    PO BOX 803848
    CHICAGO, IL60680

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    CHARLES W PALMER
    C/O NORTHERN TRUST COMPANY
    POBOX 803878
    CHICAGO, IL60680

    $ 11,211


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    PALMER CW FAMILY FOUNDATION
     
    Employer identification number

    36-7334207
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    907 SHARES MORGAN STANLEY INDIA COMMON STOCK $ 11,211 2020-03-20
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    PALMER CW FAMILY FOUNDATION
     
    Employer identification number

    36-7334207
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500 1,250   1,250

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 1,249,867 1,269,843

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 3,913,132 5,527,780

    TY 2020 OtherAssetsSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SEE ATTACHED SCHEDULE   212 212


    TY 2020 OtherDecreasesSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Description Amount
    TAX COST ADJUSTMENT 93
    SECURITIES RCVD FMV TO COST ADJUSTMENT 11,211


    TY 2020 OtherExpensesSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE CHARGE 1,543 1,543   0


    TY 2020 OtherIncomeSchedule2
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DEFERRED INCOME 290 0  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Description Beginning of Year - Book Value End of Year - Book Value
    SEE ATTACHED SCHEDULE 144  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY SERVICES 38,353 9,588   28,765
    INVESTMENT MANAGEMENT 18,059 18,059    


    TY 2020 TaxesSchedule
    Name:
    PALMER CW FAMILY FOUNDATION
    EIN:
    36-7334207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,452 5,452   0