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
Teresa & Paul Spiegelman Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

82-0654237
B Telephone number (see instructions)

(800) 839-1754
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$1,347,673J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 142 142  
4 Dividends and interest from securities... 18,557 18,557  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,995
b Gross sales price for all assets on line 6a 225,485
7 Capital gain net income (from Part IV, line 2)... 67,789
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).......      
12 Total. Add lines 1 through 11........ 70,694 86,488  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 5,942 5,942    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,081      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,995     10,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,018 5,942   10,995
25 Contributions, gifts, grants paid....... 84,550 84,550
26 Total expenses and disbursements. Add lines 24 and 25 102,568 5,942   95,545
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -31,874
b Net investment income (if negative, enter -0-) 80,546
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.............      
2 Savings and temporary cash investments......... 37,689 17,112 17,112
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 988,248 Click to see attachment976,951 1,330,561
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,025,937 994,063 1,347,673
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,025,937 994,063
29 Total net assets or fund balances (see instructions)..... 1,025,937 994,063
30 Total liabilities and net assets/fund balances (see instructions). 1,025,937 994,063
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
1,025,937
2
Enter amount from Part I, line 27a .....................
2
-31,874
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
994,063
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
994,063
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 Publicly-traded Securities      
b
c
d
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 225,485   157,696 67,789
b
c
d
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       67,789
b
c
d
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 67,789
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 1,120
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,120
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,120
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 320
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Paul Spiegelman Dir, Pres, Sec, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Teresa Spiegelman Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,166,996
    b
    Average of monthly cash balances.......................
    1b
    16,393
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,183,389
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,183,389
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,751
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,165,638
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    58,282
    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
    58,282
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,120
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,120
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    57,162
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    57,162
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    57,162
    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
    95,545
    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
    95,545
    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
    95,545
    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 57,162
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 312,100
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 312,100
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 95,545
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 57,162
    e Remaining amount distributed out of corpus 38,383
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 350,483
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		350,483
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 312,100
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 38,383
    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).)
    Paul Spiegelman
    Teresa Spiegelman
    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
    ALL BLIND CHILDREN OF TEXAS
    1100 W 45TH ST
    AUSTIN,TX78756     		N/A PC General & Unrestricted 500
    AMERICAN CANCER SOCIETY INC
    PO BOX 22718
    OKLAHOMA CITY,OK73123     		N/A PC General & Unrestricted 500
    BILL GLASS MINISTRIES
    1101 S CEDAR RIDGE DR
    DUNCANVILLE,TX75137     		N/A PC General & Unrestricted 250
    BOYS & GIRLS CLUBS OF FRESNO COUNTY
    540 N AUGUSTA ST
    FRESNO,CA93701     		N/A PC General & Unrestricted 250
    BOYS & GIRLS CLUBS OF GREATER FORT TARRANT COUNTY
    3218 E BELKNAP ST
    FORT WORTH,TX76111     		N/A PC General & Unrestricted 10,000
    CATHOLIC CHARITIES OF SOUTHEAST MICHIGAN
    15945 CANAL RD
    CLINTON TWP,MI48038     		N/A PC General & Unrestricted 250
    CHILDFUND INTERNATIONAL INC
    2821 EMERYWOOD PKWY
    RICHMOND,VA23294     		N/A PC General & Unrestricted 250
    CHILDRENS HOSPITAL COLORADO
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		N/A PC General & Unrestricted 250
    CHRISTIAN COMMUNITY STOREHOUSE OF KELLER
    PO BOX 13
    KELLER,TX76244     		N/A PC General & Unrestricted 500
    Clarkston Elementary School
    6589 WALDON RD
    CLARKSTON,MI48346     		N/A GOV General & Unrestricted 250
    COMMUNITY ENRICHMENT CENTER INC
    6250 NE LOOP 820
    FORT WORTH,TX76180     		N/A PC General & Unrestricted 500
    DELL CHILDRENS MEDICAL GROUP
    PO BOX 45998
    SAINT LOUIS,MO63145     		N/A PC General & Unrestricted 250
    DETROIT KITCHEN TERMINAL
    627 W ALEXANDRINE ST UNIT 3
    DETROIT,MI48201     		N/A PC General & Unrestricted 10,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117     		N/A PC General & Unrestricted 1,000
    DOWNTOWN BOXING GYM YOUTH PROGRAM
    6445 E VERNOR HWY
    DETROIT,MI48207     		N/A PC General & Unrestricted 250
    DRUID HILLS PRESCHOOL INC
    502 SEMINOLE AVE NE
    ATLANTA,GA30307     		N/A PC General & Unrestricted 250
    EAGLE MOUNTAIN PREGNANCY HELP CENTER
    P0 BO 929
    AZLE,TX76098     		N/A PC General & Unrestricted 500
    EN GEDI GROVE INC
    5527 FREEMAN AVE APT A
    KANSAS CITY,KS66102     		N/A PC General & Unrestricted 500
    FIELD OF HOPE INC
    8805 CHAMBERY BLVD STE 300 225
    JOHNSTON,IA50131     		N/A PC General & Unrestricted 250
    FOUNDATIONS PRESCHOOL OF WASHTENAW COUNTY
    3770 PACKARD ST
    ANN ARBOR,MI48108     		N/A PC General & Unrestricted 250
    GLOBAL MOONSHOTS IN EDUCATION INC
    PO BOX 441
    PALO ALTO,CA94302     		N/A PC General & Unrestricted 1,000
    IMERMAN ANGELS
    205 W RANDOLPH ST 19TH FL
    CHICAGO,IL60606     		N/A PC General & Unrestricted 500
    ISSA FOUNDATION
    3300 DUNDEE RD
    NORTHBROOK,IL60062     		N/A PC General & Unrestricted 250
    KEATON FRANKLIN COKER FOUNDATION INC
    1242 INDUSTRIAL BLVD
    GAINESVILLE,GA30501     		N/A PC General & Unrestricted 250
    KIDS FOOD BASKET
    1300 PLYMOUTH AVE NE
    GRAND RAPIDS,MI49505     		N/A PC General & Unrestricted 500
    LAGUNA BEACH COMMUNITY FOUNDATION
    580 BROADWAY NO 204 NO 204
    LAGUNA BEACH,CA92651     		N/A PC General & Unrestricted 10,000
    LIFE REMODELED-A NONPROFIT CORPORATION
    2470 COLLINGWOOD ST
    DETROIT,MI48206     		N/A PC General & Unrestricted 500
    LOVEONE
    14106 ROCK ST
    OREGON CITY,OR97045     		N/A PC General & Unrestricted 250
    MEALS ON WHEELS AMERICA
    1550 CRYSTAL DR STE 1004
    ARLINGTON,VA22202     		N/A PC General & Unrestricted 250
    METROPORT MEALS ON WHEELS INC
    PO BOX 204
    ROANOKE,TX76262     		N/A PC General & Unrestricted 5,000
    METROPORT MEALS ON WHEELS INC
    PO BOX 204
    ROANOKE,TX76262     		N/A PC Thanksgiving and Holiday Meals Fund 1,000
    MY JUMP INC
    74916 US HWY 111
    INDIAN WELLS,CA92210     		N/A PC General & Unrestricted 17,300
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
    40 RECTOR ST 5TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 250
    NEBRASKA HUMANE SOCIETY
    8929 FORT ST
    OMAHA,NE68134     		N/A PC General & Unrestricted 250
    OAKLAND COUNTY FOSTER CLOSET
    20853 FARMINGTON RD STE 108
    FARMINGTN HLS,MI48336     		N/A PC General & Unrestricted 250
    PETS FOR THE ELDERLY FOUNDATION
    C/O TAFT 200 PUBLIC SQ SUITE 3
    CLEVELAND,OH44114     		N/A PC General & Unrestricted 500
    QUATINA M WOLAVER FOUNDATION OF HOPE
    49 QUICK SCHOOL RD
    FAYETTEVILLE,TN37334     		N/A PC General & Unrestricted 250
    RESCUES ROCK INC
    8751 WONDERLAND PARK AVE
    LOS ANGELES,CA90046     		N/A PC General & Unrestricted 1,000
    RUSTIC HOPE
    3350 SIMON RD
    RUSSIA,OH45363     		N/A PC General & Unrestricted 500
    SOUTH BRONX UNITED INC
    594 GRAND CONCOURSE STE 2
    BRONX,NY10451     		N/A PC General & Unrestricted 250
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 250
    THE FAMILY CENTER - LA FAMILIA
    309 HICKORY ST 5
    FORT COLLINS,CO80524     		N/A PC General & Unrestricted 250
    THE PLANETARY SOCIETY
    60 S LOS ROBLES AVE
    PASADENA,CA91101     		N/A PC General & Unrestricted 250
    THE SAVILLE CENTER INC
    PO BOX 393
    STILLWATER,OK74076     		N/A PC General & Unrestricted 250
    THE UNIVERSITY OF TEXAS AT AUSTIN - KUT
    300 W DEAN KEETON A0704
    AUSTIN,TX78712     		N/A GOV General & Unrestricted 5,000
    TORCH INC
    517 W JANEAUX ST
    LEWISTOWN,MT59457     		N/A PC General & Unrestricted 250
    TREES FOR THE FUTURE INC
    1400 SPRING ST
    SILVER SPRING,MD20910     		N/A PC General & Unrestricted 250
    UNION GOSPEL MISSION OF TARRANT COUNTY
    PO BOX 1957
    FORT WORTH,TX76101     		N/A PC Thanksgiving Dinner Meal Fund 250
    WE THE PEOPLE OPPORTUNITY FARM INC
    806 HILYARD ROBINSON WAY
    YPSILANTI,MI48197     		N/A PC General & Unrestricted 500
    WESTRIDGE BAPTIST CHURCH
    1700 N STATE HWY 161
    GRAND PRAIRIE,TX75050     		N/A PC General & Unrestricted 250
    WORLD HELP
    1148 CORPORATE PARK DR
    FOREST,VA24551     		N/A PC General & Unrestricted 250
    ZETA BETA TAU FOUNDATION INC
    3905 VINCENNES RD STE 100
    INDIANAPOLIS,IN46268     		N/A PC UCLA Chapter Alpha Rho Building Fund 10,000
    Total .................................bullet 3a 84,550
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 142  
    4 Dividends and interest from securities....     14 18,557  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 51,995  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   70,694  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    70,694
    (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

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

    TY 2020 DepreciationSchedule
    Name:
    Teresa & Paul Spiegelman Family Foundation
    EIN:
    82-0654237
    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

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Teresa & Paul Spiegelman Family Foundation
    EIN:
    82-0654237
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 6,021 5,069
    ABBOTT LABS 4,017 7,664
    ABBVIE INC 6,574 7,501
    ACCENTURE PLC 4,217 7,053
    ACTIVISION BLIZZARD INC 2,182 2,786
    ADOBE SYSTEMS, INC 5,755 10,002
    ADVANCED MICRO DEVICES INC 1,593 3,668
    AFLAC INC 2,175 2,224
    AGILENT TECHNOLOGIES INC 1,232 2,370
    AIR PRODS & CHEM INC 3,160 2,732
    AKAMAI TECH COM STK 1,299 1,365
    ALEXANDRIA REAL ESTATE EQUITIE 1,396 1,604
    ALEXION PHARMACEUTICALS, INC 970 1,250
    ALIGN TECHNOLOGY, INC 728 1,603
    ALLSTATE CORP 1,939 2,089
    ALPHABET INC CL A 32,311 45,568
    AMAZON COM 17,524 48,853
    AMER INTERNATIONAL GROUP INC 2,352 1,514
    AMERICAN ELECTRIC POWER INC 2,174 2,498
    AMERICAN EXPRESS CO 3,582 4,353
    AMERICAN TOWER REIT INC 1,996 3,142
    AMERICAN WATER WORKS COMPANY I 945 1,535
    AMERIPRISE FINANCIAL INC 1,286 1,555
    AMGEN INC 4,131 5,288
    ANALOG DEVICES INC 1,624 2,659
    ANSYS INC 1,324 1,455
    ANTHEM INC 2,292 3,211
    AON PLC CL A 1,535 2,324
    APPLE INC 25,476 75,898
    APPLIED MATERIALS INC 1,984 3,452
    APTIV PLC 1,511 1,824
    AT&T, INC 8,552 8,628
    AUTODESK, INC 1,404 3,359
    AUTOMATIC DATA PROCESSING INC 2,347 3,348
    AUTOZONE INC 1,160 1,185
    AVALONBAY CMNTYS INC 2,150 1,925
    BAKER HUGHES COMPANY 1,769 2,085
    BALL CP 1,875 1,864
    BANK OF AMERICA CORP 9,918 10,305
    BAXTER INTERNATIONAL INC 2,092 2,407
    BECTON DICKINSON & CO 2,115 2,252
    BEST BUY INC 1,344 1,197
    BIOGEN INC 2,625 1,959
    BLACKROCK INC 3,577 5,051
    BOOKING HOLDINGS INC 3,826 4,455
    BOSTON SCIENTIFIC 1,382 1,798
    BRISTOL-MYERS SQUIBB CO 6,360 6,575
    BROADCOM INC 3,322 5,692
    CADENCE DESIGN SYSTEMS INC 1,439 1,637
    CARNIVAL CORP 1,339 433
    CARRIER GLOBAL 1,560 1,509
    CATALENT INC 1,431 1,457
    CBOE HOLDINGS INC 1,749 1,862
    CENTENE CORP 1,465 1,441
    CERNER CORPORATION 1,490 1,570
    CHARLES SCHWAB CORP 3,021 3,182
    CHARTER COMMUNICATIONS, INC 1,973 3,969
    CHIPOTLE MEX GRILL 1,290 1,387
    CHUBB LIMITED 2,517 2,617
    CHURCH & DWIGHT 1,939 3,489
    CIGNA CORPORATION 2,690 2,915
    CISCO SYSTEMS INC 6,641 7,160
    CITIGROUP INC 5,861 5,549
    CLOROX CO 2,198 3,029
    CME GROUP, INC 2,132 2,549
    COGNIZANT TECHNOLOGY SOLUTIONS 1,458 1,639
    COMCAST CORP 8,376 10,899
    CONAGRA FOODS INC 1,391 1,450
    CONCHO RESOURCES INC 1,466 584
    CONOCOPHILLIPS 2,411 1,600
    CONSOLIDATED EDISON INC 1,560 1,445
    CORNING INC 993 1,440
    COSTCO WHOLESALE CORPORATION 3,695 7,536
    CROWN CASTLE INTL 2,315 3,343
    CSX CORP 2,281 3,630
    CUMMINS INC 1,345 1,817
    CVS CAREMARK CORP 3,636 3,415
    D R HORTON 1,312 1,378
    DANAHER CORP 2,318 5,109
    DEERE CO 2,271 4,036
    DELTA AIR LINES INC 2,182 1,608
    DEXCOM, INC 1,393 1,479
    DIGITAL RLTY TR INC 1,134 1,395
    DISCOVER FINL SVCS COM 1,539 1,811
    DOLLAR GENERAL CORP 841 1,682
    DOLLAR TREE INC 1,933 2,161
    DOMINION ENERGY INC 3,968 3,760
    DOVER CORP 1,570 1,641
    DU PONT DE NEMOURS 2,486 2,844
    DUKE ENERGY CO 3,287 3,662
    EATON CORP PLC 1,606 2,403
    EBAY INC 2,442 2,513
    ECOLAB INC 1,248 1,947
    EDISON INTL 1,843 1,885
    EDWARDS LIFESCIENCES 817 1,916
    ELECTRONIC ARTS 1,493 1,867
    ELI LILLY & CO 3,877 6,078
    EMERSON ELECTRIC CO 1,949 2,411
    ENTERGY CORP 1,540 1,398
    EOG RESOURCES INC 2,768 1,297
    EQUINIX, INC 1,390 2,143
    EQUITY RESIDENTIAL PPTYS TR 1,929 1,778
    ESTEE LAUDER COMPANIES INC 3,427 5,324
    EVERSOURCE ENERGYINC 1,954 1,730
    EXELON CORPORATION 1,591 1,689
    EXXON MOBIL CORP 14,015 8,656
    FEDEX CORPORATION 2,680 2,856
    FIDELITY NATIONAL INFORMATION 3,730 4,385
    FISERV INC 1,557 2,619
    FLEETCOR TECHNOLGIES INC 1,626 1,637
    FORD MOTOR COMPANY 2,585 2,022
    FORTIVE CORPORATION 1,270 1,416
    GARMIN LTD 1,508 1,556
    GENERAL ELECTRIC CO 3,078 3,564
    GENERAL MILLS INC 2,143 2,352
    GENUINE PARTS COMPANY 1,979 2,009
    GILEAD SCIENCES INC 3,763 2,913
    GLOBAL PAYMENTS INC 2,514 3,016
    GOLDMAN SACHS GROUP 4,181 4,483
    HARTFORD FINANCIALSERVICES GRO 1,916 1,959
    HCA INC 1,509 2,467
    HESS CORP 1,141 1,056
    HEWLETT PACKARD ENTERPRISE CO 1,182 948
    HILTON WORLDWIDE HOLDINGS, INC 1,562 2,225
    HOME DEPOT INC 8,629 11,422
    HORMEL FOODS CP 1,426 1,864
    HOWMET AEROSPACE ORD SHS 1,462 2,569
    HP INC 1,745 1,967
    HUMANA INC 1,734 2,462
    IDEX CP 1,518 1,594
    IDEXX CORP 1,320 1,500
    IHS MARKIT LTD 1,835 1,797
    ILLINOIS TOOL WORKS 2,333 3,262
    ILLUMINA INC COM 1,415 2,220
    INGERSOLL-RAND INC 306 592
    INTEL CORP 7,199 7,971
    INTERCONTINENTAL EXCHANGE, INC 2,193 3,459
    INTERNATIONAL BUSINESS MACHINE 4,724 3,902
    INTERNATIONAL PAPER CO 1,693 1,492
    INTUIT 1,489 3,419
    INTUITIVE SURGICAL 1,567 3,272
    JOHNSON CONTROLS INTERNATIONAL 2,546 3,261
    JP MORGAN CHASE 13,448 16,264
    KEYSIGHT TECHNOLOGIES INC 1,516 1,717
    KIMBERLY CLARK CORP 3,541 4,315
    KINDER MORGAN INC 2,161 1,640
    KLA TENCOR CORP 1,412 1,553
    KROGER CO 1,009 1,270
    LABORATORY CORP AMER HLDGS 1,203 1,221
    LAM RESEARCH CORP 1,210 1,889
    LENNAR CORP 1,427 1,525
    LINDE PLC COM 3,495 5,797
    LOWES COMPANIES INC 1,609 3,050
    LYONDELLBASELL INDUSTRIES NV 1,743 1,467
    MARATHON PETROLEUM CORP 1,312 827
    MARKETAXESS HOLDINGS, INC 1,078 1,141
    MARRIOTT INTERNATIONAL INC. CL 1,704 1,715
    MARSH AND MCLENNAN COMPANIES I 1,960 2,691
    MARTIN MARIETTA MATLS INC 1,309 1,704
    MASTERCARD INC 5,719 12,493
    MCCORMICK & CO 1,356 2,486
    MCDONALD'S CORP 4,244 5,794
    MEDTRONIC PLC 4,377 5,974
    MELLON MID CAP STK FD CL M 88,545 109,375
    MERCK & CO INC 8,185 10,634
    METLIFE INC 2,486 2,348
    METTLER-TOLEDO INTL 1,192 1,140
    MICROCHIP TECHNOLOGY INC 1,536 1,657
    MICRON TECHNOLOGY 1,973 3,007
    MICROSOFT CORP 25,753 60,942
    MONDELEZ INTERNATIONAL INC 4,257 5,847
    MONSTER BEVERAGE CORP 3,282 3,699
    MOODYS CORP 2,128 2,322
    MORGAN STANLEY 3,624 4,797
    MOTOROLA SOLUTIONS INC 958 1,531
    MSCI INC 1,186 1,340
    NASDAQ OMX GROUP 861 1,327
    NEWMONT GOLDCORP CORPORATION 1,499 2,396
    NEXTERA ENERGY, INC 2,896 5,555
    NIKE INC-CL B 3,298 7,074
    NORFOLK SOUTHERN CORP 1,845 3,089
    NORTHERN TRUST CORPORATION 1,834 1,863
    NUCOR CP 1,198 1,064
    NVIDIA CORP 4,853 11,488
    O'REILLY AUTOMOTIVE INC 1,072 1,810
    OCCIDENTAL PETROLEUM CORP 3,336 831
    OMNICOM GROUP 1,450 1,247
    ONEOK INC 1,074 768
    ORACLE CORP 4,282 5,822
    OTIS WORLDWIDE CORP 1,284 1,351
    PACCAR INC 1,423 1,726
    PARKER HANNIFIN CP 2,079 2,997
    PARNASSUS MID CAP FUND 100,001 130,951
    PAYCHEX 2,242 2,795
    PAYPAL HOLDINGS, INC 3,564 10,305
    PERKIN ELMER INC 1,300 1,435
    PFIZER INC 8,183 8,466
    PHILLIPS 66 2,145 1,469
    PIONEER NAT RES CO 1,496 1,025
    PNC FINANCIAL GROUP INC 2,949 3,278
    POOL CORP 1,295 1,490
    PPG INDUSTRIES INC 1,720 2,163
    PROGRESSIVE CORP OHIO 1,634 2,966
    PROLOGIS 1,944 2,990
    PRUDENTIAL FINCL INC 2,777 1,952
    PUBLIC STORAGE INC 2,263 2,309
    PUBLIC SVC ENTERPRISE GROUP IN 1,541 1,749
    QUALCOMM INC 2,608 6,246
    RAYMOND JAMES FINANCIAL INC 1,712 1,913
    REALTY INCOME CORP 2,294 1,865
    REGENERON PHARMACEUTICALS INC 1,147 1,449
    REPUBLIC SVCS INC 1,911 1,926
    RESMED INC 1,327 1,275
    ROCKWELL AUTOMATION INC 1,538 1,505
    ROPER INDUSTRIES 1,684 2,587
    ROSS STORES, INC 1,724 2,579
    S&P GLOBAL INC COM 1,682 2,959
    SALESFORCE.COM 4,887 8,011
    SBA COMMUNICATIONS CORP 1,502 1,411
    SCHLUMBERGER LTD 5,789 2,183
    SERVICE NOW 1,952 3,853
    SHERWIN-WILLIAMS CO 1,605 2,940
    SIMON PPTY GROUP INC 2,314 1,194
    SOUTHERN CO 1,891 2,457
    SOUTHWEST AIRLINES 1,797 1,398
    STANLEY BLACK & DECKER INC 1,486 1,607
    STARBUCKS CORP COM 2,906 5,349
    STATE STREET CORPORATION 1,966 1,456
    STRYKER CORPORATION 1,895 2,940
    SYNCHRONY FINANCIAL 1,118 1,041
    SYNOPSYS, INC 1,654 1,815
    SYSCO CORP 2,383 2,970
    T-MOBILE US INC 2,341 4,046
    T. ROWE PRICE GROUP 1,384 1,968
    TAKE-TWO INTERACTIVE SOFTWARE 1,290 1,662
    TARGET CORPORATION 1,794 4,413
    TE CONNECTIVITY LTD 1,853 2,421
    TELEDYNE TECH INC 2,212 2,352
    TEXAS INSTRUMENTS INC 4,236 6,565
    THE COCA-COLA CO 11,682 12,065
    THE JM SMUCKER COMPANY 1,197 1,156
    THERMO FISHER SCIENTIFIC INC 3,774 8,384
    TJX COMPANIES INC 2,295 3,824
    TRANE TECHNOLOGIES PLC 1,160 1,452
    TRAVELERS COMPANIES INC 2,575 2,807
    TRUIST FINANCIAL CORPORATION 3,311 3,259
    TWITTER INC 3,047 3,791
    UNION PACIFIC 3,878 6,038
    UNITED CONTINENTAL HOLDINGS IN 2,487 2,595
    UNITED PARCEL SERVICE 3,083 4,378
    UNITEDHEALTH GROUP INC 8,381 12,975
    US BANCORP 2,557 2,330
    V F CORP 1,560 1,708
    VALERO ENERGY CORP 1,788 1,075
    VENTAS INC 1,230 981
    VERISIGN INC 1,846 1,948
    VERISK ANALYTICS, INC 1,337 1,661
    VERIZON COMMUNICATIONS 9,262 9,988
    VERTEX PHARMCTLS INC 1,518 2,363
    VIACOMCBS INC 1,152 745
    VIATRIS ORD SHS 441 525
    VISA INC 7,993 14,873
    WABTEC 2,072 2,196
    WALGREENS BOOTS ALLIANCE 2,724 1,595
    WALT DISNEY HOLDINGS CO 9,013 13,770
    WASTE MANAGEMENT INC 1,184 1,651
    WELLTOWER INC. 1,305 1,292
    WESTERN DIGITAL CORP 1,390 1,108
    WEYERHAEUSER CO 1,447 1,341
    WILLIAMS COS 1,741 1,203
    XCEL ENERGY INC 2,438 2,667
    XILINX INC 1,973 2,127
    XYLEM INC 1,887 2,036
    YUM BRANDS INC 1,536 2,063
    ZIMMER BIOMET HOLDINGS 2,173 2,311
    ZOETIS INC 1,390 3,145

    TY 2020 OtherExpensesSchedule
    Name:
    Teresa & Paul Spiegelman Family Foundation
    EIN:
    82-0654237
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 10,970     10,970
    State or Local Filing Fees 25     25


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Teresa & Paul Spiegelman Family Foundation
    EIN:
    82-0654237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 5,942 5,942    


    TY 2020 TaxesSchedule
    Name:
    Teresa & Paul Spiegelman Family Foundation
    EIN:
    82-0654237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 800      
    990-PF Excise Tax for 2019 281