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 07-01-2020 , and ending 06-30-2021
Name of foundation
CHISM CATHERINE TUW FBO KIDNEY CNTR
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

91-6228502
B Telephone number (see instructions)

(888) 730-4933
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$311,216
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,707 5,707  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,832
b Gross sales price for all assets on line 6a 75,032
7 Capital gain net income (from Part IV, line 2)... 15,832
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 338    
12 Total. Add lines 1 through 11........ 21,877 21,539  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,668 4,377   7,291
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 893 0 0 893
c Other professional fees (attach schedule).... 2,614 2,614   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 31 31   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,231 7,022 0 8,209
25 Contributions, gifts, grants paid....... 14,093 14,093
26 Total expenses and disbursements. Add lines 24 and 25 29,324 7,022 0 22,302
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,447
b Net investment income (if negative, enter -0-) 14,517
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 16,349 29,901 29,901
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment56,439 132,895
c Investments—corporate bonds (attach schedule).......   Click to see attachment76,964 79,603
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 198,791 Click to see attachment44,399 68,817
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) 215,140 207,703 311,216
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 215,140 207,703
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 215,140 207,703
30 Total liabilities and net assets/fund balances (see instructions). 215,140 207,703
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
215,140
2
Enter amount from Part I, line 27a .....................
2
-7,447
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
59
4
Add lines 1, 2, and 3 ..........................
4
207,752
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
49
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
207,703
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 2. COSTAR GROUP, INC   2018-09-20 2020-07-15
b 7. ELI LILLY & CO COM   2017-01-11 2020-07-15
c 5000. ORACLE CORP 3.875% 7/15/20   2013-04-18 2020-07-15
d 5. AMGEN INC     2020-07-16
e 12. HEALTHEQUITY INC   2018-07-03 2020-07-22
2000. ANHEUSER-BUSCH INBEV 2.500% 7/15/22   2013-07-18 2020-08-12
5000. AUTOMATIC DATA PROCE 2.250% 9/15/20   2015-10-15 2020-08-15
5000. ACTIVISION BLIZZARD 2.300% 9/15/21   2017-07-25 2020-09-04
11. EXXON MOBIL CORPORATION   2015-07-28 2020-09-15
2. HONEYWELL INTERNATIONAL INC   2013-03-20 2020-09-15
3. MCDONALDS CORP   2018-08-28 2020-09-15
6. RAYTHEON TECHNOLOGIES CORP   2018-03-23 2020-09-15
5. PAYPAL HOLDINGS INC     2020-10-13
10. PROGRESSIVE CORP OHIO   2019-03-26 2020-10-13
2. SHERWIN WILLIAMS CO   2017-10-31 2020-10-13
4. UNITEDHEALTH GROUP INC     2020-10-13
5. VISA INC-CLASS A SHRS   2012-12-03 2020-10-13
5. ISHARES RUSSELL MID-CAP GROWTH   2015-03-02 2020-11-16
3. VIATRIS INC   2017-06-27 2020-11-30
6. VONTIER CORP   2017-01-23 2020-11-30
5000. STANLEY BLACK & DECK 3.400% 12/01/21   2017-04-25 2020-12-02
.2261 VIATRIS INC   2017-06-27 2020-12-02
5. PROCTER & GAMBLE CO   2019-02-11 2020-12-11
8. VERIZON COMMUNICATIONS   2008-04-07 2020-12-11
6. ISHARES RUSSELL MID-CAP GROWTH     2020-12-15
4. ISHARES CORE S&P MIDCAP ETF   2011-01-25 2020-12-15
3. ALIBABA GROUP HOLDING LTD ADR   2017-05-23 2021-01-08
3. ADOBE SYS INC   2018-09-20 2021-01-13
3. COSTCO WHOLESALE CORP   2002-10-11 2021-01-13
15. ISHARES MSCI EAFE ETF   2012-01-23 2021-01-13
2. SERVICENOW INC   2018-06-20 2021-01-13
2. THERMO FISHER SCIENTIFIC INC   2009-07-17 2021-01-13
9. WASTE MANAGEMENT INC   2019-03-15 2021-02-09
7. PROGRESSIVE CORP OHIO   2019-03-26 2021-02-23
16. COMCAST CORP CLASS A   2019-08-15 2021-02-25
9. WEC ENERGY GROUP INC   2011-10-13 2021-02-25
7. WALT DISNEY CO     2021-04-15
5. ISHARES CORE S&P MIDCAP ETF     2021-04-15
10000. MARSH & MCLENNAN COS 4.800% 7/15/21   2017-02-02 2021-04-15
5. MICROSOFT CORP   2010-10-14 2021-04-15
5. PAYPAL HOLDINGS INC   2015-05-12 2021-04-15
10. PROCTER & GAMBLE CO   2019-02-11 2021-04-15
5. STRYKER CORP   2017-03-07 2021-04-15
5000. TJX COS INC 2.750% 6/15/21   2015-07-23 2021-04-15
5. VANGUARD SMALL CAP VIPER   2015-03-02 2021-04-15
2. FIRST REPUBLIC BANK/SAN FRANCI   2018-02-07 2021-04-28
4. PROCTER & GAMBLE CO   2019-02-11 2021-04-28
5. WAL MART STORES INC   2018-02-16 2021-04-28
1. AMGEN INC   2016-12-01 2021-05-14
15. FORTIVE CORP   2017-01-23 2021-06-22
1. UNITEDHEALTH GROUP INC   2017-03-07 2021-06-25
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,363   829 534
b 1,152   538 614
c 5,000   5,663 -663
d 1,250   764 486
e 684   931 -247
2,085   1,891 194
5,000   5,084 -84
5,093   4,978 115
406   884 -478
337   143 194
666   482 184
369   545 -176
1,026   127 899
1,007   730 277
1,393   792 601
1,321   664 657
1,018   187 831
938   493 445
51   43 8
198   119 79
5,151   5,212 -61
4   3 1
676   489 187
480   284 196
603   298 305
896   368 528
696   377 319
1,412   798 614
1,083   101 982
1,118   783 335
1,027   372 655
996   81 915
1,023   911 112
625   511 114
849   678 171
735   285 450
1,312   747 565
1,335   468 867
10,000   10,876 -876
1,290   126 1,164
1,359   176 1,183
1,367   978 389
1,271   648 623
5,000   5,051 -51
1,093   607 486
366   180 186
524   391 133
690   513 177
253   144 109
1,035   689 346
400   168 232
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
      6
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       534
b       614
c       -663
d       486
e       -247
      194
      -84
      115
      -478
      194
      184
      -176
      899
      277
      601
      657
      831
      445
      8
      79
      -61
      1
      187
      196
      305
      528
      319
      614
      982
      335
      655
      915
      112
      114
      171
      450
      565
      867
      -876
      1,164
      1,183
      389
      623
      -51
      486
      186
      133
      177
      109
      346
      232
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 15,832
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................................ 1 202
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........................... 3 202
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- ..... 5 202
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 172
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 172
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 30
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 taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANNE H WILDER CO-TRUSTEE
    1
    3,403    
    1096 SPRUCE STREET
    WINNETKA,IL60093
    E W BRUMSICKLE COTRUSTEE
    1
    3,402    
    320 ROSS LANE
    FRIDAY HARBOR,WA98250
    WELLS FARGO BANK N A TRUSTEE
    1
    4,863    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    274,086
    b
    Average of monthly cash balances.......................
    1b
    22,027
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    296,113
    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
    296,113
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,442
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    291,671
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,584
    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
    14,584
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    202
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    202
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,382
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    14,382
    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
    14,382
    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
    22,302
    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
    22,302
    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
    22,302
    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 14,382
    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...... 0
    b From 2016...... 0
    c From 2017...... 7,502
    d From 2018...... 218,852
    e From 2019...... 15,146
    fTotal of lines 3a through e........ 241,500
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 22,302
    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..... 14,382
    e Remaining amount distributed out of corpus 7,920
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 249,420
    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 ......
    249,420
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 7,502
    c Excess from 2018.... 218,852
    d Excess from 2019.... 15,146
    e Excess from 2020.... 7,920
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    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
    NORTHWEST KIDNEY CENTERS
    700 BROADWAY
    SEATTLE,WA98122
    NONE PC GENERAL OPERATING 14,093
    Total .................................bullet 3a 14,093
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 5,707  
    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 15,832  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 338  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   21,877  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,877
    (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:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 893     893

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Name of Bond End of Year Book Value End of Year Fair Market Value
    61746BED4 MORGAN STANLEY 10,006 10,090
    91324PCN0 UNITEDHEALTH GROUP 5,039 5,159
    74005PBB9 PRAXAIR INC 2.200% 8 4,832 5,083
    70450YAC7 PAYPAL HOLDINGS INC 5,020 5,266
    278865AV2 ECOLAB INC 10,077 10,713
    548661DM6 LOWE'S COS INC 5,295 5,304
    037833DN7 APPLE INC 5,317 5,233
    09062XAF0 BIOGEN INC 5,763 5,567
    46625HJT8 JPMORGAN CHASE & CO 5,050 5,416
    00724FAC5 ADOBE SYSTEMS INC 3. 10,415 10,832
    92826CAD4 VISA INC 10,150 10,940

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Name of Stock End of Year Book Value End of Year Fair Market Value
    883556102 THERMO FISHER SCIENT 162 2,018
    060505104 BANK OF AMERICA CORP 1,613 2,268
    91324P102 UNITEDHEALTH GROUP I 337 801
    166764100 CHEVRON CORP 2,225 2,095
    89832Q109 TRUIST FINANCIAL COR 706 1,166
    30303M102 FACEBOOK INC 618 2,782
    46625H100 JPMORGAN CHASE & CO 1,642 4,044
    81762P102 SERVICENOW INC 743 2,198
    097023105 BOEING CO 882 1,437
    278865100 ECOLAB INC 132 1,442
    G51502105 JOHNSON CONTROLS INT 1,059 1,098
    23331A109 D R HORTON INC COM 958 1,175
    595112103 MICRON TECHNOLOGY IN 737 680
    G6095L109 APTIV PLC 546 1,101
    09857L108 BOOKING HOLDINGS INC 487 2,188
    437076102 HOME DEPOT INC 175 1,594
    64110L106 NETFLIX INC 316 1,056
    518439104 ESTEE LAUDER COMPANI 769 1,908
    580135101 MCDONALDS CORP 804 1,155
    458140100 INTEL CORP 769 898
    609207105 MONDELEZ INTERNATION 541 1,499
    031162100 AMGEN INC 287 488
    594918104 MICROSOFT CORP 982 5,689
    235851102 DANAHER CORP 469 2,147
    038222105 APPLIED MATERIALS IN 557 712
    98978V103 ZOETIS INC 1,077 1,491
    911312106 UNITED PARCEL SERVIC 217 208
    65339F101 NEXTERA ENERGY INC 522 2,638
    21036P108 CONSTELLATION BRANDS 597 936
    22160K105 COSTCO WHOLESALE COR 168 1,978
    907818108 UNION PACIFIC CORP 471 2,199
    17275R102 CISCO SYSTEMS INC 1,667 1,749
    92826C839 VISA INC-CLASS A SHR 449 2,806
    79466L302 SALESFORCE COM INC 602 1,954
    023135106 AMAZON COM INC COM 597 6,880
    438516106 HONEYWELL INTERNATIO 285 877
    70450Y103 PAYPAL HOLDINGS INC 317 2,623
    67066G104 NVIDIA CORP 984 3,200
    617446448 MORGAN STANLEY 1,448 3,209
    512807108 LAM RESEARCH CORP CO 161 1,952
    33616C100 FIRST REPUBLIC BANK/ 901 1,872
    02079K107 ALPHABET INC CL C 212 2,506
    532457108 ELI LILLY & CO COM 538 1,607
    058498106 BALL CORP 509 486
    037833100 APPLE INC 526 6,026
    00724F101 ADOBE INC 532 1,171
    824348106 SHERWIN WILLIAMS CO 792 1,635
    92345Y106 VERISK ANALYTICS INC 561 524
    918204108 V F CORP 1,076 984
    571748102 MARSH & MCLENNAN COS 267 1,829
    742718109 PROCTER & GAMBLE CO 518 675
    697435105 PALO ALTO NETWORKS I 890 1,484
    478160104 JOHNSON & JOHNSON 1,196 1,812
    931142103 WALMART INC 903 1,269
    31620M106 FIDELITY NATL INFORM 391 2,267
    G5494J103 LINDE PLC 748 867
    91913Y100 VALERO ENERGY CORP 945 1,327
    256163106 DOCUSIGN INC 504 559
    02079K305 ALPHABET INC CL A 213 2,442
    654106103 NIKE INC CL B 690 1,081
    22160N109 COSTAR GROUP, INC 829 1,656
    084670702 BERKSHIRE HATHAWAY I 646 2,223
    92343V104 VERIZON COMMUNICATIO 949 1,401
    717081103 PFIZER INC 838 1,018
    G5960L103 MEDTRONIC PLC 1,741 2,483
    052769106 AUTODESK INC 637 584
    713448108 PEPSICO INC 367 1,334
    169656105 CHIPOTLE MEXICAN GRI 1,518 1,550
    002824100 ABBOTT LABS 648 927
    149123101 CATERPILLAR INC 894 871
    502431109 L3HARRIS TECHNOLOGIE 1,320 1,297
    254687106 WALT DISNEY CO 1,130 1,582
    693506107 PPG INDUSTRIES INC 823 1,358
    26875P101 EOG RESOURCES, INC 735 1,168
    02005N100 ALLY FINANCIAL INC 558 548
    863667101 STRYKER CORP 259 519
    192422103 COGNEX CORP 413 420
    75513E101 RAYTHEON TECHNOLOGIE 1,144 1,194

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00507VAH2 ACTIVISION BLIZZARD      
    854502AC5 STANLEY BLACK & DECK      
    02079K107 ALPHABET INC CL C      
    68389XAK1 ORACLE CORP 3.875% 7      
    30303M102 FACEBOOK INC      
    81762P102 SERVICENOW INC      
    609207105 MONDELEZ INTERNATION      
    01609W102 ALIBABA GROUP HOLDIN      
    235851102 DANAHER CORP      
    594918104 MICROSOFT CORP      
    713448108 PEPSICO INC      
    907818108 UNION PACIFIC CORP      
    22160K105 COSTCO WHOLESALE COR      
    464287507 ISHARES CORE S&P MID AT COST 2,304 5,643
    464287499 ISHARES RUSSELL MID- AT COST 1,311 1,981
    00724F101 ADOBE INC      
    571748102 MARSH & MCLENNAN COS      
    863667101 STRYKER CORP      
    91324P102 UNITEDHEALTH GROUP I      
    872539AA9 TJX COS INC 2.750% 6      
    29444U700 EQUINIX INC AT COST 1,325 2,408
    464287465 ISHARES MSCI EAFE ET AT COST 11,448 15,776
    031162100 AMGEN INC      
    037833100 APPLE INC      
    64110L106 NETFLIX INC      
    92826CAD4 VISA INC      
    053015AD5 AUTOMATIC DATA PROCE      
    02079K305 ALPHABET INC CL A      
    34959J108 FORTIVE CORP      
    91913Y100 VALERO ENERGY CORP      
    438516106 HONEYWELL INTERNATIO      
    74340W103 PROLOGIS INC AT COST 1,085 2,391
    931142103 WALMART INC      
    26875P101 EOG RESOURCES, INC      
    92343V104 VERIZON COMMUNICATIO      
    532457108 ELI LILLY & CO COM      
    743315103 PROGRESSIVE CORP OHI      
    30231G102 EXXON MOBIL CORPORAT      
    464287648 ISHARES RUSSELL 2000 AT COST 4,282 6,234
    46625H100 JPMORGAN CHASE & CO      
    92939U106 WEC ENERGY GROUP INC      
    91324PCN0 UNITEDHEALTH GROUP      
    65339F101 NEXTERA ENERGY INC      
    33616C100 FIRST REPUBLIC BANK/      
    571748AR3 MARSH & MCLENNAN COS      
    03027X100 AMERICAN TOWER CORP AT COST 113 810
    697435105 PALO ALTO NETWORKS I      
    74005PBB9 PRAXAIR INC 2.200% 8      
    921943858 VANGUARD FTSE DEVELO AT COST 5,133 7,316
    92826C839 VISA INC-CLASS A SHR      
    17275R102 CISCO SYSTEMS INC      
    717081103 PFIZER INC      
    922042858 VANGUARD FTSE EMERGI AT COST 4,102 5,703
    31620M106 FIDELITY NATL INFORM      
    883556102 THERMO FISHER SCIENT      
    42226A107 HEALTHEQUITY INC      
    464287630 ISHARES RUSSELL 2000 AT COST 4,992 7,128
    70450Y103 PAYPAL HOLDINGS INC      
    46625HJT8 JPMORGAN CHASE & CO      
    278865100 ECOLAB INC      
    512807108 LAM RESEARCH CORP CO      
    518439104 ESTEE LAUDER COMPANI      
    742718109 PROCTER & GAMBLE CO      
    79466L302 SALESFORCE COM INC      
    03523TBP2 ANHEUSER-BUSCH INBEV      
    922908751 VANGUARD SMALL CAP V AT COST 4,126 7,434
    61746BED4 MORGAN STANLEY      
    060505104 BANK OF AMERICA CORP      
    22160N109 COSTAR GROUP, INC      
    21036P108 CONSTELLATION BRANDS      
    G5960L103 MEDTRONIC PLC      
    94106L109 WASTE MANAGEMENT INC      
    09857L108 BOOKING HOLDINGS INC      
    166764100 CHEVRON CORP      
    464287481 ISHARES RUSSELL MID- AT COST 906 2,038
    023135106 AMAZON COM INC COM      
    580135101 MCDONALDS CORP      
    824348106 SHERWIN WILLIAMS CO      
    097023105 BOEING CO      
    254687106 WALT DISNEY CO      
    437076102 HOME DEPOT INC      
    478160104 JOHNSON & JOHNSON      
    617446448 MORGAN STANLEY      
    084670702 BERKSHIRE HATHAWAY I      
    253868103 DIGITAL RLTY TR INC AT COST 1,046 1,354
    67066G104 NVIDIA CORP      
    70450YAC7 PAYPAL HOLDINGS INC      
    98978V103 ZOETIS INC      
    G6095L109 APTIV PLC      
    20030N101 COMCAST CORP CLASS A      
    458140100 INTEL CORP      
    278865AV2 ECOLAB INC      
    002824100 ABBOTT LABS      
    75513E101 RAYTHEON TECHNOLOGIE      
    502431109 L3HARRIS TECHNOLOGIE      
    00724FAC5 ADOBE SYSTEMS INC 3.      
    693506107 PPG INDUSTRIES INC      
    89832Q109 TRUIST FINANCIAL COR      
    97717X578 WISDMTREE EMERG MKT AT COST 1,114 1,472
    46434G863 ISHARES MSCI EM ESG AT COST 1,112 1,129

    TY 2020 OtherDecreasesSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Description Amount
    PY RETURN OF CAPITAL ADJ 46
    PURCHASE OF ACCRUED INTEREST CARRYOVER 3


    TY 2020 OtherExpensesSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE/STATE TAX 25 0   25


    TY 2020 OtherIncomeSchedule2
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 338 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Description Amount
    COST BASIS ADJUSTMENT 59


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 2,614 2,614    


    TY 2020 TaxesSchedule
    Name:
    CHISM CATHERINE TUW FBO KIDNEY CNTR
    EIN:
    91-6228502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 14 14   0
    FOREIGN TAXES ON QUALIFIED FOR 10 10   0
    FOREIGN TAXES ON NONQUALIFIED 7 7   0