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
MARCIA BRADY TUCKER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1149
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EASTON, MD21601
A Employer identification number

13-6161561
B Telephone number (see instructions)

(410) 310-2986
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$12,548,054J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 85 85  
4 Dividends and interest from securities... 208,077 208,077  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 156,614
b Gross sales price for all assets on line 6a 5,093,346
7 Capital gain net income (from Part IV, line 2)... 156,614
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 64 64  
12 Total. Add lines 1 through 11........ 364,840 364,840  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 78,786 15,757   63,029
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,562 1,913   7,649
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,000 9,600   2,400
c Other professional fees (attach schedule).... Click to see attachment 91,097 91,097   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,585 5,585   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 61 0  
20 Occupancy.............. 2,400 0   2,400
21 Travel, conferences, and meetings....... 7,224 1,445   5,779
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,543 105   13,438
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 220,258 125,502   94,695
25 Contributions, gifts, grants paid....... 443,904 443,904
26 Total expenses and disbursements. Add lines 24 and 25 664,162 125,502   538,599
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -299,322
b Net investment income (if negative, enter -0-) 239,338
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 213,167 143,011 143,011
2 Savings and temporary cash investments......... 203,094 242,558 242,558
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,443,627 Click to see attachment1,249,880 1,274,884
b Investments—corporate stock (attach schedule)....... 5,922,020 Click to see attachment5,587,266 8,674,739
c Investments—corporate bonds (attach schedule)....... 1,794,950 Click to see attachment2,067,600 2,179,079
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,477 0 0
14 Land, buildings, and equipment: basis bullet7,277
Less: accumulated depreciation (attach schedule) bullet7,277 61 Click to see attachment0 0
15 Other assets (describe bullet) Click to see attachment41,680 Click to see attachment33,783 Click to see attachment33,783
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,636,076 9,324,098 12,548,054
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   17,500
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 attachment4,759 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 4,759 17,500
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,631,317 9,306,598
29 Total net assets or fund balances (see instructions)..... 9,631,317 9,306,598
30 Total liabilities and net assets/fund balances (see instructions). 9,636,076 9,324,098
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
9,631,317
2
Enter amount from Part I, line 27a .....................
2
-299,322
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
27,783
4
Add lines 1, 2, and 3 ..........................
4
9,359,778
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
53,180
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,306,598
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 UBS TRADED SECURITIES P    
b UBS TRADED SECURITIES P    
c SCUDDER K-1 P    
d PAX INVESTMENTS CAP GAIN DISTRIBUTION P    
e
(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 1,925,244   2,108,878 -183,634
b 3,163,599   2,816,338 347,261
c     11,516 -11,516
d 4,503     4,503
e
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       -183,634
b       347,261
c       -11,516
d       4,503
e
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 2 156,614
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 3,327
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 3,327
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 3,327
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,449
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,449
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 9,122
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,122 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNY, MD
    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 addressbulletMBTF.ORG
    14
    The books are in care ofbulletTRACY L ROYSTON Telephone no.bullet (410) 310-2986

    Located atbullet21447 SKELETON CREEK ROADPRESTONMD ZIP+4bullet21655
    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
    TRACY L ROYSTON ADMINISTRATOR
    20.00     		78,786 3,509 0
    21447 SKELETON CREEK ROAD
    PRESTON,MD21655
    DAVID M RANDELL JR TREASURER
    0.00     		0 0 0
    5 LAFAYETTE DRIVE
    PORT CHESTER,NY10573
    BARBARA B RANDELL PRESIDENT
    0.00     		0 0 0
    314 WASHINGTON STREET
    DENVER,CO80203
    ELIZABETH STOEHR SECRETARY
    0.00     		0 0 0
    2948 VAN DYKE DRIVE
    CINCINNATI,OH45208
    MARCIA BOOGAARD DIRECTOR
    0.00     		0 0 0
    4 PERSIMMON COURT
    BETHESDA,MD20817
    NAOMI GERWIN DIRECTOR
    0.00     		0 0 0
    3450 OBSERVATORY PLACE
    CINCINNATI,OH45208
    NICK SANDERS DIRECTOR
    0.00     		0 0 0
    5495 HUTCHINSON ROAD
    SEBASTOPOL,CA95472
    GAY TUCKER DIRECTOR
    0.00     		0 0 0
    172 FALMOUTH STREET APT 001
    PORTLAND,ME04102
    EMILY BERNSTEIN DIRECTOR
    0.00     		0 0 0
    2021 EVERGREEN AVENUE
    BOULDER,CO80304
    CARLOS ALVARADO DIRECTOR
    0.00     		0 0 0
    3127 DOUGLAS CIRCLE
    LAKE OSWEGO,OR97035
    ELISA CHUTE VICE PRESIDENT
    0.00     		0 0 0
    7760 BLOOMFIELD ROAD
    EASTON,MD21601
    HELEN GRAY DIRECTOR
    0.00     		0 0 0
    88 DRAKEFIELD ROAD
    LONDON    
    UK
    TIFFANY ALVARADO MCKENNA DIRECTOR
    0.00     		0 0 0
    9 LINCOLN FARMS ROAD
    FALMOUTH,ME04105
    PETER TUCKER DIRECTOR
    0.00     		0 0 0
    3120 MASSACHUSETTS AVENUE SE APT
    105
    WASHINGTON,DC20019
    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
    TRACY L ROYSTON ADMINISTRATOR
    20.00     		78,786 3,509 0
    21447 SKELETON CREEK ROAD
    PRESTON,MD21655
    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
    UBS FINANCIAL SERVICES INVESTMENT MANAGEMENT 91,097
    100 OVERLOOK CENTER STE 100
    PRINCETON,NJ085405270
    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.........................bullet0
    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
    11,242,804
    b
    Average of monthly cash balances.......................
    1b
    144,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,386,829
    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
    11,386,829
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    170,802
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,216,027
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    560,801
    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
    560,801
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,327
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,327
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    557,474
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    557,474
    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
    557,474
    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
    538,599
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    538,599
    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
    538,599
    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 7 557,474
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 78,522
    fTotal of lines 3a through e........ 78,522
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 538,599
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 538,599
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 18,875 18,875
    (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 59,647
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		59,647
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 59,647
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS OPPORTUNITY
    1871 FOLSOM STREET SUITE 110
    BOULDER,CO80302     		NONE N/A EDUCATION 20,000
    AL OTRO LADO
    511 E SAN YSIDRO BLVD 333
    SAN YSIDRO,CA92173     		NONE N/A ARTS 1,000
    AMERICAN ACADEMY IN ROME
    7 EAST 60TH STREET
    NEW YORK,NY10022     		NONE N/A ARTS 2,733
    AMERICAN FOREIGN SERVICE ASSN
    PO BOX 98026
    WASHINGTON,DC20077     		NONE N/A HUMANITARIAN 250
    AMERICAN FRIENDS OF JORDAN RIVER VILLAGE
    244 MADISON AVENUE SUITE 482
    NEW YORK,NY10016     		NONE N/A HUMANITARIAN 1,000
    AMURTEL INC
    PO BOX 232
    WARREN,VT05674     		NONE N/A HUMANITARIAN 20,000
    ANIMAL MEDICAL CENTER
    510 EAST 62ND STREET
    NEW YORK,NY10065     		NONE N/A HUMANITARIAN 2,000
    AVATAR MEHER BABA CENTER OF SOUTHERN CALIFORNIA
    1214 SOUTH VAN NESS AVENUE
    LOS ANGELES,CA90019     		NONE N/A RELIGION 1,000
    BARNARD COLLEGE
    3009 BROADWAY
    NEW YORK,NY10027     		NONE N/A EDUCATION 1,000
    BARRINGTON STAGE COMPANY
    122 NORTH STREET
    PITTSFIELD,MA01201     		NONE N/A ARTS 750
    BERKSHIRE BOTANICAL GARDEN
    PO BOX 826
    STOCKBRIDGE,MA01262     		NONE N/A ARTS 4,500
    BEYOND NUCLEAR INC
    6930 CARROLL AVE 400
    TAKOMA PARK,MD20912     		NONE N/A HUMANITARIAN 800
    BISHOP JOHN T WALKER SCHOOL FOR BOYS
    1801 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20020     		NONE N/A EDUCATION 500
    BLUE MAN DOG
    2416 W VICTORY BOULEVARD SUITE 272
    BURBANK,CA91506     		NONE N/A HUMANITARIAN 400
    BOULDER BALLET
    2590 WALNUT STREET SUITE 10
    BOULDER,CO80302     		NONE N/A ARTS 1,000
    BOULDER JCC
    6007 OREG AVENUE
    BOULDER,CO80303     		NONE N/A EDUCATION 21,000
    BROWN ANNUAL FUND
    1 PROSPECT STREET
    PROVIDENCE,RI02912     		NONE N/A EDUCATION 500
    CAL-WOOD EDUCATION CENTER
    PO BOX 347
    JAMESTOWN,CO80455     		NONE N/A EDUCATION 400
    CALVERT VAUX PRESERVATION ALLIANCE
    PO BOX 213
    STAATSBURG,NY12580     		NONE N/A CONSERVATION 10,000
    CAMERON AND HAYDEN LORD FOUNDATION
    110 RIVERSIDE DRIVE 12C
    NEW YORK,NY10024     		NONE N/A EDUCATION 250
    CHILDRENS INN AT NIH
    7 WEST DRIVE
    BETHESDA,MD20814     		NONE N/A MEDICAL 250
    CHRIST TRINITY CHURCH
    PO BOX 127
    SHEFFIELD,MA01257     		NONE N/A RELIGION 1,000
    CHURCH OF ST LUKE IN THE FIELDS
    487 HUDSON STREET
    NEW YORK,NY10014     		NONE N/A RELIGION 2,000
    CINCINNATI PUBLIC RADIO
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		NONE N/A ARTS 1,000
    CITY GATE
    3920 ALTON PLACE NW
    WASHINGTON,DC20016     		NONE N/A ARTS 800
    COLORADO JUDICIAL INSTITUTE
    PO BOX 118
    BROOMFIELD,CO80038     		NONE N/A EDUCATION 14,000
    DEMOCRATISM INC
    300 CENTRAL PARK WEST APT 11H
    NEW YORK,NY10024     		NONE N/A HUMANITARIAN 7,000
    DENVER KIDS INC
    1617 S ACOMA STREET 2ND FLOOR
    DENVER,CO80223     		NONE N/A HUMANITARIAN 400
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		NONE N/A MEDICAL 2,900
    EAGLEBROOK SCHOOL
    PO BOX 7
    DEERFIELD,MA01342     		NONE N/A EDUCATION 400
    ELDER SERVICES OF BERKSHIRE COUNTY
    877 SOUTH STREET SUITE 4E
    PITTSFIELD,MA01201     		NONE N/A HUNANITARIAN 600
    ENVIRONMENTAL DEFENSE FUND
    PO BOX 98051
    WASHINGTON,DC20077     		NONE N/A CONSERVATION 400
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE N/A HUMANITARIAN 412
    FALMOUTH ELEMENTARY SCHOOL
    58 WOODVILLE ROAD
    FALMOUTH,ME04105     		NONE N/A EDUCATION 4,000
    FALMOUTH SPECIAL EDUCATION DEPARTMENT
    58 WOODVILLE ROAD
    FALMOUTH,ME04105     		NONE N/A EDUCATION 19,953
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 200
    CHICAGO,IL60601     		NONE N/A HUMANITARIAN 22,200
    FOCI
    1045 OLD ACADEMY ROAD
    FAIRFIELD,CT06824     		NONE N/A EDUCATION 750
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE N/A HUMANITARIAN 4,000
    FRIENDS OF TANGLEWOOD
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE N/A ARTS 300
    GREENPEACE
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001     		NONE N/A HUMANITARIAN 1,320
    GREENWOOD
    80 ACADEMY STREET
    SOUTH BERWICK,ME03908     		NONE N/A ARTS 1,600
    HAVERFORD COLLEGE
    370 LANCASTER AVENUE
    HAVERFORD,PA19041     		NONE N/A EDUCATION 750
    HEALTHCARE FOUNDATION
    PO BOX 1025
    HERALDSBURG,CA95448     		NONE N/A MEDICAL 3,000
    HEIFER INTERNTIONAL FOUNDATION
    PO BOX 737
    LITTLE ROCK,AR72203     		NONE N/A SCIENCE 600
    HOBART & WILLIAM SMITH COLLEGES
    300 PULTENEY STREET
    GENEVA,NY14456     		NONE N/A EDUCATION 5,000
    HONOR THE EARTH
    PO BOX 63
    CALLAWAY,MN56521     		NONE N/A HUMANITARIAN 400
    HOUSATONIC VALLEY ASSN
    PO BOX 251
    SOUTH LEE,MA01260     		NONE N/A CONSERVATION 750
    HOUSE OF HOPE REFUGE OF LOVE INC
    1716 ELLIS STREET
    BRUNSWICK,GA31520     		NONE N/A HUMANITARIAN 20,000
    INTERFAITH WORKS
    114 W MONTGOMERY AVENUE
    ROCKVILLE,MD20850     		NONE N/A RELIGION 1,250
    INTERNATIONAL INST FOR HUMANE ED
    PO BOX 260
    SURRY,ME04684     		NONE N/A EDUCATION 800
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEE,MN56007     		NONE N/A HUMANITARIAN 1,000
    JOYCE THEATER FOUNDATION
    175 EIGHTH AVENUE
    NEW YORK,NY10011     		NONE N/A ARTS 4,000
    JUNIOR ACHIEVEMENT OF MAINE INC
    565 CONGRESS STREET SUITE 306
    PORTLAND,ME04101     		NONE N/A EDUCATION 4,000
    LA CANADA FLINTRIDGE TRAILS COUNCIL
    PO BOX 852
    LACANADA,CA91012     		NONE N/A CONSERVATION 400
    LA REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058     		NONE N/A HUMANITARIAN 1,000
    LITTLE GUILD OF ST FRANCIS
    285 SHARON GOSHEN TURNPIKE
    WEST CORNWALL,CT06796     		NONE N/A RELIGION 400
    MADEIRA SCHOOL
    8328 GEORGETOWN PIKE
    MCLEAN,VA22102     		NONE N/A EDUCATION 1,000
    MEHER FUND INC
    420 DALRYMPLE ROAD
    ATLANTA,GA30329     		NONE N/A EDUCATION 16,000
    MEHER SPIRITUAL CENTER INC
    10200 N KINGS HIGHWAY
    MYRTLE BEACH,SC29572     		NONE N/A CONSERVATION 1,000
    METROPOLITAN OPERA
    30 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE N/A ARTS 22,733
    MILES OF HOPE BREAST CANCER FOUNDATION
    PO BOX 405
    LAGRANGEVILLE,NY12540     		NONE N/A MEDICAL 20,000
    NAACP
    4805 MT HOPE DRIVE
    BALTIMORE,MD21215     		NONE N/A HUMANITARIAN 1,200
    NATIONAL PARK FOUNDATION
    1500 K STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE N/A CONSERVATION 400
    NATURE CONSERVANCY OHIO CHAPTER
    6375 RIVERSIDE DRIVE SUITE 100
    DUBLIN,OH43017     		NONE N/A EDUCATION 600
    NEW YORK FESTIVAL OF SONG
    320 RIVERSIDE DRIVE
    NEW YORK,NY10025     		NONE N/A ARTS 800
    NRDC
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE N/A MEDICAL 600
    NY PHILHARMONIC
    10 LINCOLN CENTER PLAZA DAVID
    GEFFEN HALL
    NEW YORK,NY10023     		NONE N/A ARTS 22,733
    ONE FAIR WAGE
    45 MT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE N/A HUMANITARIAN 1,000
    OUTER CAPE HEALTH SERVICES INC
    3130 ROUTE 6
    WELLFLEET,MA02667     		NONE N/A MEDICAL 250
    PARTICIPATORY POLITICS FOUNDATION
    1500 DEKALB AVENUE 1R
    BROOKLYN,NY11237     		NONE N/A POLITICAL ENGAGEMENT 4,800
    PLANNED PARENTHOOD
    123 WILLIAM STREET 10TH FL
    NEW YORK,NY10038     		NONE N/A MEDICAL 400
    POETS HOUSE
    10 RIVER TERRACE
    NEW YORK,NY10282     		NONE N/A ARTS 20,000
    POSITIVE IMAGES
    200 MONTGOMERY DRIVE SUITE C
    SANTA ROSA,CA65404     		NONE N/A HUMANITARIAN 400
    PROTESTANT EPISCOPAL CATHERDRAL FOUNDATION
    MOUNT ST ALBAN
    WASHINGTON,DC20016     		NONE N/A RELIGION 1,000
    PUPPIES BEHIND BARS
    263 W 38TH STREET
    NEW YORK,NY10018     		NONE N/A HUMANITARIAN 400
    RAICES
    1305 N FLORES
    SAN ANTONIO,TX78212     		NONE N/A HUMANITARIAN 1,000
    RESURRECTION SCHOOL FOUNDATION INC
    910 BOSTON POST ROAD
    RYE,NY10580     		NONE N/A EDUCATION 20,000
    RISE UP ALTERNATIVE RADIO
    PO BOX 551
    BOULDER,CO80306     		NONE N/A PUBLIC RADIO 800
    SACRED HEART
    1177 KING STREET
    GREENWICH,CT06831     		NONE N/A EDUCATION 800
    SHEFFIELD HISTORICAL SOCIETY
    PO BOX 747
    SHEFFIELD,MA01257     		NONE N/A EDUCATION 300
    SMALL PAWS RESCUE INC
    3316 S 72ND AVENUE
    TULSA,OK74107     		NONE N/A HUMANE 400
    SOCIAL VENTURES PARTNERS BOULDER
    3701 ARAPAHOE AVENUE C117
    BOULDER,CO80303     		NONE N/A HUMANITARIAN 800
    SOPHIE'S NEIGHBORHOOD
    3215 5TH STREET
    BOULDER,CO80304     		NONE N/A MEDICAL 400
    ST ALBANS CHURCH
    3001 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE N/A RELIGION 4,500
    ST ANDREWS EPISCOPAL SCHOOL
    8804 POSTOAK ROAD
    POTOMAC,MD20854     		NONE N/A EDUCATION 250
    ST PAULS SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301     		NONE N/A EDUCATION 500
    SUFFIELD ACADEMY
    185 NORTH MAIN STREET
    SUFFIELD,CT06078     		NONE N/A EDUCATION 2,000
    THE ACTOR'S FUND
    729 7TH AVENUE 10TH FLOOR
    NEW YORK,NY10019     		NONE N/A ARTS 1,000
    THE BARKER FOUNDATION
    7979 OLD GEORGETOWN ROAD
    BETHESDA,MD20814     		NONE N/A EDUCATION 250
    THE COUNTRY SCHOOL
    716 GOLDSBOROUGH STREET
    EASTON,MD21601     		NONE N/A EDUCATION 15,000
    THE KKIS PROJECT
    11436 ELIOT COURT
    WESTMINSTER,CO80234     		NONE N/A EDUCATION 800
    THE MOUNT
    PO BOX 974
    LENOX,MA01240     		NONE N/A EDUCATION 23,000
    TOOTHILL CREATIVE ARTS GROUP
    108 N BALDWIN AVENUE
    SIERRA MADRE,CA91024     		NONE N/A ARTS 800
    TREGARON CONSERVANCY
    PO BOX 11351
    WASHINGTON,DC20008     		NONE N/A EDUCATION 250
    UNION STATION HOMELESS SERVICES
    825 E ORANGE GROVE BOULEVARD
    PASADENA,CA91104     		NONE N/A HUMANITARIAN 1,000
    VASSAR COLLEGE
    124 RAYMOND AVENUE
    POUGHKEEPSIE,NY12604     		NONE N/A EDUCATION 1,250
    WAMC
    318 CENTRAL AVENUE
    ALBANY,NY12206     		NONE N/A PUBLIC RADIO 500
    WAMU 885 FM
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20016     		NONE N/A PUBLIC RADIO 900
    WETA
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206     		NONE N/A PUBLIC RADIO 750
    WGUC
    PO BOX 932903
    CINCINNATI,OH44193     		NONE N/A PUBLIC RADIO 4,500
    WIKIMEDIA FOUNDATION
    PO BOX 98204
    WASHINGTON,DC20090     		NONE N/A EDUCATION 400
    WNYC RADIO
    PO BOX 1550
    NEW YORK,NY10116     		NONE N/A PUBLIC RADIO 720
    WOODFORD FAMILY SERVICES
    PO BOX 1768
    PORTLAND,ME04104     		NONE N/A HUMANITARIAN 20,800
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVENUE NW
    WASHINGTON,DC20009     		NONE N/A HUMANITARIAN 1,600
    WORLD WILDLIFE FEDERATION
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE N/A CONSERVATION 600
    WVXU
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		NONE N/A PUBLIC RADIO 4,500
    YALE UNIVERSITY ALUMNI FUND
    PO BOX 803
    NEW HAVEN,CT06503     		NONE N/A EDUCATION 500
    Total .................................bullet 3a 443,904
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 85  
    4 Dividends and interest from securities....     14 208,077  
    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.....     15 64  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 156,614  
    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).. 0 364,840 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    364,840
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 12,000 9,600   2,400

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2004-01-01 5,413 5,413 SL 5.000000000000 0 0    
    COMPUTER 2015-03-11 1,864 1,803 SL 5.000000000000 61 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,067,600 2,179,079

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE EQUITIES AND MUTUAL FUNDS 5,587,266 8,674,739

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    US Government Securities - End of Year Book Value:

    1,249,880
    US Government Securities - End of Year Fair Market Value:

    1,274,884
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 LandEtcSchedule2
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 5,413 5,413 0  
    COMPUTER 1,864 1,864 0  


    TY 2020 OtherAssetsSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST - RECEIVABLE 23,231 18,661 18,661
    SECURITY DEPOSIT 6,000 6,000 6,000
    EXCESS TAX RECEIVABLE 12,449 9,122 9,122


    TY 2020 OtherDecreasesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description Amount
    ACCRUED INTEREST 2019 23,231
    EXCISE TAXES RECEIVABLE 2019 12,449
    GRANTS PAYABLE 2020 17,500


    TY 2020 OtherExpensesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 765 0   765
    INSURANCE 2,851 0   2,851
    OFFICE 3,248 0   3,248
    POSTAGE 1,064 0   1,064
    SUPPLIES 990 0   990
    TELEPHONE 537 0   537
    UTILITIES 422 0   422
    OTHER TAX 261 0   261
    BANK FEES 105 105   0
    WEBSITE 1,763 0   1,763
    MAINTENANCE 762 0   762
    NYS TAX 775 0   775


    TY 2020 OtherIncomeSchedule2
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 64 64 64


    TY 2020 OtherIncreasesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description Amount
    ACCRUED INTEREST 2020 18,661
    EXCISE TAXES RECEIVABLE 2020 9,122


    TY 2020 OtherLiabilitiesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL RELATED WITHHELD 4,759 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 91,097 91,097   0


    TY 2020 TaxesSchedule
    Name:
    MARCIA BRADY TUCKER FOUNDATION INC
    EIN:
    13-6161561
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER TAXES FOREIGN ON INCOME 5,585 5,585   0