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
THE STANTON FOUNDATION
C/O BAKER TILLY
Number and street (or P.O. box number if mail is not delivered to street address)ONE PENN PLAZA NO 3000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10119
A Employer identification number

13-3598005
B Telephone number (see instructions)

(212) 697-6900
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$175,185,982
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) 469,675
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,567,023 5,527,604  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,766,149
b Gross sales price for all assets on line 6a 80,790,439
7 Capital gain net income (from Part IV, line 2)... 10,766,149
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........ 16,802,847 16,293,753  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 320,000 64,000   256,000
14 Other employee salaries and wages...... 421,532 0   421,532
15 Pension plans, employee benefits....... 50,535 0   50,535
16a Legal fees (attach schedule)......... 28,874 0   28,874
b Accounting fees (attach schedule)....... 39,902 5,771   34,131
c Other professional fees (attach schedule).... 206,373 0   206,373
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 412,203 73,967   38,757
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 144,365 0   144,365
21 Travel, conferences, and meetings....... 14,600 0   14,600
22 Printing and publications.......... 2,100 0   2,100
23 Other expenses (attach schedule)....... -4,344,668 667,449   -5,012,117
24 Total operating and administrative expenses.
Add lines 13 through 23.......... -2,704,184 811,187   -3,814,850
25 Contributions, gifts, grants paid....... 34,606,167 34,606,167
26 Total expenses and disbursements. Add lines 24 and 25 31,901,983 811,187   30,791,317
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,099,136
b Net investment income (if negative, enter -0-) 15,482,566
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............. 395,103 2,641,375 2,641,375
2 Savings and temporary cash investments......... 10,201,605 29,065,705 29,065,705
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) 68,697,956 Click to see attachment59,200,334 60,571,475
b Investments—corporate stock (attach schedule)....... 53,682,729 Click to see attachment41,773,995 81,032,617
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).......... 30,720 0 0
14 Land, buildings, and equipment: basis bullet1,224
Less: accumulated depreciation (attach schedule) bullet1,224      
15 Other assets (describe bullet) Click to see attachment16,647,242 Click to see attachment1,874,810 Click to see attachment1,874,810
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 149,655,355 134,556,219 175,185,982
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 149,655,355 134,556,219
29 Total net assets or fund balances (see instructions)..... 149,655,355 134,556,219
30 Total liabilities and net assets/fund balances (see instructions). 149,655,355 134,556,219
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
149,655,355
2
Enter amount from Part I, line 27a .....................
2
-15,099,136
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
134,556,219
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
134,556,219
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 PERSHING #136024 P    
b PERSHING #136024 P    
c PERSHING #136024 P    
d PERSHING #136024 P    
e PERSHING #136024 P    
PERSHING #136024 P    
PERSHING #140323 P    
PERSHING #140323 P    
PERSHING #140323 P    
PERSHING #140323 P    
PERSHING #140323 P    
PERSHING #136065 P    
PERSHING #136065 P    
PERSHING #136065 P    
PERSHING #136065 P    
AEA INVESTORS LQ LLC D    
(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     1,539 -1,539
b 1,900,072   2,481,860 -581,788
c 724,302   472,456 251,846
d 734,476   863,062 -128,586
e 20,585,981   13,628,796 6,957,185
8,968     8,968
8,258,166   8,199,103 59,063
359,810   354,814 4,996
11,499,640   11,463,385 36,255
22,827,536   22,605,293 222,243
10,707     10,707
1,191,471   1,472,997 -281,526
463,628   341,847 121,781
317,752   336,690 -18,938
11,870,070   7,772,070 4,098,000
37,860   30,378 7,482
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       -1,539
b       -581,788
c       251,846
d       -128,586
e       6,957,185
      8,968
      59,063
      4,996
      36,255
      222,243
      10,707
      -281,526
      121,781
      -18,938
      4,098,000
      7,482
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 10,766,149
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................................ 1 215,208
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........................... 3 215,208
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- ..... 5 215,208
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 184,726
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 78,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 262,726
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 47,518
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet47,518 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, MA
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletBAKER TILLY Telephone no.bullet (212) 697-6900

    Located atbulletONE PENN PLAZA SUITE 3000NEW YORKNY ZIP+4bullet10119
    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
     
    No
    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
    ANDREW H WEISS TRUSTEE
    20.00
    100,000 0 0
    C/O BTVK ONE PENN PLAZA STE 3000
    NEW YORK,NY10119
    ELISABETH K ALLISON TRUSTEE
    30.00
    220,000 0 0
    69 PINEHURST ROAD
    BELMONT,MA02178
    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
    KATHERINE E DUMEER PROGRAM OFFICER
    40.00
    89,095 0 0
    1 EARHART STREET 309
    CAMBRIDGE,MA02141
    LAURIE SLAP PROGRAM OFFICER
    32.00
    69,670 0 0
    95 LONG AVENUE
    BELMONT,MA02478
    ERICA CARERE PROGRAM OFFICER
    20.00
    69,028 0 0
    87 PINGHURST RD
    BELMONT,MA02478
    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
    TECH CXO CONSULTING 79,116
    1911 GRAYSON HWY
    GRAYSON,CA30017
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    143,335,676
    b
    Average of monthly cash balances.......................
    1b
    22,070,758
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,434,463
    d
    Total (add lines 1a, b, and c).........................
    1d
    166,840,897
    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
    166,840,897
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,502,613
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    164,338,284
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,216,914
    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
    8,216,914
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    215,208
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    215,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,001,706
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,001,706
    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
    8,001,706
    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
    30,791,317
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    30,791,317
    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
    30,791,317
    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 8,001,706
    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...... 15,580,049
    b From 2016...... 6,449,196
    c From 2017...... 12,692,241
    d From 2018...... 6,568,141
    e From 2019...... 3,784,179
    fTotal of lines 3a through e........ 45,073,806
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 30,791,317
    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..... 8,001,706
    e Remaining amount distributed out of corpus 22,789,611
    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 67,863,417
    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) ...
    15,580,049
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    52,283,368
    10 Analysis of line 9:
    a Excess from 2016.... 6,449,196
    b Excess from 2017.... 12,692,241
    c Excess from 2018.... 6,568,141
    d Excess from 2019.... 3,784,179
    e Excess from 2020.... 22,789,611
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN HISTORICAL ASSOCIATION
    PO BOX 347214
    PITTSBURGH,PA15251
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 30,000
    ASSOCIATION OF AMERICAN VETERINARY MEDICAL COLLEGES
    655 K STREET NY SUITE 725
    WASHINGTON,DC20001
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    ASSOCIATION OF AMERICAN VETERINARY MEDICAL COLLEGES
    655 K STREET NY SUITE 725
    WASHINGTON,DC20001
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    ASSOCIATION OF PROSECUTING ATTORNEYS (APA)
    11 DUPONT CIRCLE NW
    WASHINGTON,DC20036
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 125,000
    ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    BEUS CENTER FOR LAW AND SOCIETY 111
    EAST TAYLOR STREET
    PHOENIX,AZ85004
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,413
    ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    BEUS CENTER FOR LAW AND SOCIETY 111
    EAST TAYLOR STREET
    PHOENIX,AZ85004
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    BEUS CENTER FOR LAW AND SOCIETY 111
    EAST TAYLOR STREET
    PHOENIX,AZ85004
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 102,183
    ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    BEUS CENTER FOR LAW AND SOCIETY 111
    EAST TAYLOR STREET
    PHOENIX,AZ85004
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 180,000
    ATLANTA HUMANE SOCIETY
    981 HOWELL MILL RD
    ATLANTA,GA30318
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 420,000
    ATLANTA HUMANE SOCIETY
    981 HOWELL MILL RD
    ATLANTA,GA30318
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 50,000
    BEXAR COUNTY SHERIFF'S OFFICE
    200 NORTH COMAL STREET
    SAN ANTONIO,TX78207
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    BOSTON UNIVERSITY
    1 SILBER WAY
    BOSTON,MA02215
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,940
    CARNEGIE ENDOWMENT
    1779 MASSACHUSETTS AVE NM
    WASHINTON,DC20036
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 3,000,000
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVENUE
    CLEVELAND,OH44106
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 180,000
    CFR
    58 E 68TH STREET
    NEW YORK,NY10065
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 330,000
    CHARLES INGRAO
    2852 BARLOW STREET
    WEST LAFAYETTE,IN47906
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,500
    CITY OF FITCHBURG
    20 ELM STREET
    FITCHBURG,MA01420
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    CITY OF HOMESTEAD
    45 NW 1 AVENUE
    HOMESETAD,FL33030
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 9,000
    CITY OF LAWRENCE
    90 LOWELL STREET
    LAWRENCE,MA01840
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    CITY OF LAWRENCE
    90 LOWELL STREET
    LAWRENCE,MA01840
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    CITY OF WATERVLIET
    2-15TH STREET
    WATERVLIET,NY12189
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    COLLEGE OF VETERINARY MEDICINE MISSISSIPPI STATE
    240 WISE CENTER DRIVE
    MISSISSIPPI STATE,MS39762
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,000
    COLUMBIA UNIVERSITY
    116TH STREET
    NEW YORK,NY10027
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,760
    CORNELL UNIVERSITY
    PO BOX 545
    ITHACA,NY14851
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 180,000
    CORNELL UNIVERSITY
    PO BOX 545
    ITHACA,NY14851
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,000
    COUNTY OF KENNEBEC
    125 STATE ST
    AUGUSTA,ME04330
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    COUNTY OF KENNEBEC
    125 STATE ST
    AUGUSTA,ME04330
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,600
    DUKE UNIVERSITY
    210 SCIENCE DRIVE SUITE 1015
    DURHAM,NC27708
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 43,747
    DUKE UNIVERSITY
    210 SCIENCE DRIVE SUITE 1015
    DURHAM,NC27708
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 380,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 3,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 50,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 100,000
    GEORGE MASON UNIVERSITY FOUNDATION
    3301 FAIRFAX DRIVE SUITE 200
    ARLINGTON,VA22201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    GEORGE MASON UNIVERSITY FOUNDATION
    3301 FAIRFAX DRIVE SUITE 200
    ARLINGTON,VA22201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 180,000
    GEORGE PERKOVICH
    2223 39TH STREET NW
    WASHINGTON,DC20007
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000
    GEORGIA TECH RESEARCH CORPORATION
    781 MARIETTA STREET
    ATLANTA,GA30318
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 103,280
    GEORGIA VETERINARY MEDICAL ASSOCIATION
    2200 CENTURY PARKWAY NE STE 725
    ATLANTA,GA30345
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 3,000
    GEORGIA VETERINARY MEDICAL ASSOCIATION
    2200 CENTURY PARKWAY NE STE 725
    ATLANTA,GA30345
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    HARVARD UNIVERSITY
    79 JOHN F KENNEDY STREET
    CAMBRIDGE,MA02138
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 360,000
    HARVARD UNIVERSITY
    79 JOHN F KENNEDY STREET
    CAMBRIDGE,MA02138
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,309,536
    INDIANA VETERINARY MEDICAL ASSOCIATION (IVMA)
    1202 EAST 38TH STREET SUITE 200
    INDIANAPOLIS,IN46205
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    INDIANA VETERINARY MEDICAL ASSOCIATION (IVMA)
    1202 EAST 38TH STREET SUITE 200
    INDIANAPOLIS,IN46205
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    LOGAN COUNTY SHERIFF'S OFFICE
    284 CR 32 S
    BELLEFONTAINE,OH43311
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 6,700
    MARION POLICE DEPARTMENT K9 UNIT
    301 S BRANSON STREET
    MARION,IN46952
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,979
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    1 AMHERST STREET E40 4TH FLOOR
    CAMBRIDGE,MA02138
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 360,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    1 AMHERST STREET E40 4TH FLOOR
    CAMBRIDGE,MA02138
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 88,636
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL RD
    MIDDLEBURY,VT05753
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,794
    MISSOURI VETERINARY MEDICAL ASSOCIATION
    2500 COUNTRY CLUB DRIVE
    JEFFERSON CITY,MO65109
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    MISSOURI VETERINARY MEDICAL ASSOCIATION
    2500 COUNTRY CLUB DRIVE
    JEFFERSON CITY,MO65109
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    NATIONAL COUNCIL FOR HISTORY EDUCATION
    13940 CEDAR ROAD 393
    UNIVERSITY HEIGHTS,OH44118
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,500
    NATIONAL COUNCIL FOR HISTORY EDUCATION
    13940 CEDAR ROAD 393
    UNIVERSITY HEIGHTS,OH44118
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000
    NATIONAL COUNCIL FOR THE SOCIAL STUDIES
    8555 SIXTEENTH STREET SUITE 500
    SILVER SPRING,MD20910
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    NORTH CAROLINA VETERINARY MEDICAL ASSOCIATION
    16110 JONES FRANKLIN ROAD SUITE 108
    RALEIGH,NC27606
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    NORTH CAROLINA VETERINARY MEDICAL ASSOCIATION
    16110 JONES FRANKLIN ROAD SUITE 108
    RALEIGH,NC27606
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 21,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 100,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 64,200
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 64,200
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 33,880
    OHIO VETERINARY MEDICAL ASSOCIATION
    1472 MANNING PARKWAY
    POWELL,OH43065
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    OHIO VETERINARY MEDICAL ASSOCIATION
    1472 MANNING PARKWAY
    POWELL,OH43065
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    OHIO VETERINARY MEDICAL ASSOCIATION
    1472 MANNING PARKWAY
    POWELL,OH43065
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,500
    OKLAHOMA STATE UNIVERSITY
    401 WHITEHURST
    STILLWATER,OK74078
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 20,751
    ORGANIZATION OF AMERICAN HISTORIANS
    112 N BRYAN AVE
    BLOOMINGTON,IN47408
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    RAND
    1200 SOUTH HAYES STREET
    ARLINGTON,VA22202
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 195,000
    RAND
    1200 SOUTH HAYES STREET
    ARLINGTON,VA22202
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,000
    RCFP
    1101 WILSON BLVD SUITE 1100
    ARLINGTON,VA22209
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 90,125
    REASON FOUNDATION
    5737 MESMER AVENUE
    LOS ANGELES,CA90230
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    REASON FOUNDATION
    5737 MESMER AVENUE
    LOS ANGELES,CA90230
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 20,000
    RHODE ISLAND VETERINARY MEDICAL ASSOCIATION
    302 PEARL STREET 108
    PROVIDENCE,RI02907
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    RHODE ISLAND VETERINARY MEDICAL ASSOCIATION
    302 PEARL STREET 108
    PROVIDENCE,RI02907
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    SAMFORD UNIVERSITY
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 42,279
    SETON HALL UNIVERSITY
    400 SOUTH ORANGE AVENUE
    SOUTH ORANGE,NJ07079
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 36,573
    SPEECH FIRST
    1300 I STREET NW SUITE 400E
    WASHINGTON,DC20005
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 99,600
    SPONSORED PROGRAM SERVICES PURDUE UNIVERSITY
    625 HARRISON STREET
    WEST LAFAYETTE,IN47907
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 538,630
    STANFORD UNIVERSITY - CISAC
    616 SERRA STREET ENCINA HALL
    STANFORD,CA94305
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 270,000
    STANFORD UNIVERSITY - CISAC
    616 SERRA STREET ENCINA HALL
    STANFORD,CA94305
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 148,990
    TENNESSEE VETERINARY MEDICAL ASSOCIATION
    1820 HUNTSVILLE HWY STE C
    FAYETTEVILLE,TN37334
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    TENNESSEE VETERINARY MEDICAL ASSOCIATION
    1820 HUNTSVILLE HWY STE C
    FAYETTEVILLE,TN37334
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TEXAS A&M UNIVERSITY
    3578 TAMU
    COLLEGE STATION,TX77843
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 120,000
    THE CNA CORPORATION
    3003 WASHINGTON BLVD
    ARLINGTON,VA22201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 80,468
    THE FEDERATION OF HUMANE ORGANIZATIONS OF WEST VIRGINIA
    PO BOX 686
    ELKINS,WV26241
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 20,000
    THE FEDERATION OF HUMANE ORGANIZATIONS OF WEST VIRGINIA
    PO BOX 686
    ELKINS,WV26241
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 50,000
    THE NEWS LITERACY PROJECT INC
    5335 WISCONSIN AVE NW 440
    WASHINGTON,DC20015
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 125,000
    THE OHIO STATE UNIVERSITY
    1900 COFFEY RD
    COLUMBUS,OH43210
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    127G VMAB 1900 COFFEY RD
    COLUMBUS,OH43210
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 217,939
    THE OHIO STATE UNIVERSITY FOUNDATION
    127G VMAB 1900 COFFEY RD
    COLUMBUS,OH43210
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 20,100,000
    THE PAWS SQUAD
    1438 LINCOLN HIGHWAY
    CHAPMANCILLE,WV25508
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 50,000
    THE UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE ROAD
    CHARLOTTESVILLE,VA22903
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 30,000
    TOBIN PROJECT INC
    1 MIFFLIN PLACE SUITE 240
    CAMBRIDGE,MA02138
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 100,000
    TOWN OF ABINGTON
    215 CENTRAL STREET
    ABINGTON,MA02351
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 9,600
    TOWN OF AMHERST
    111 MAIN STREET
    AMHERST,MA01002
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 225,000
    TOWN OF AUBURN
    5 MILLBURY STREET
    AUBURN,MA01501
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 222,969
    TOWN OF BOSCAWEN
    116 NORTH MAIN STREET
    BOSCAWEN,NH03303
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    TOWN OF BOSCAWEN
    116 NORTH MAIN STREET
    BOSCAWEN,NH03303
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 14,000
    TOWN OF BRUNSWICK
    85 PLEASANT STREET
    BRUNSWICK,ME04011
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF BURRILLVILLE
    1477 VICTORY HIGHWAY
    BURRILLVILLE,RI02830
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000
    TOWN OF BURRILLVILLE
    1477 VICTORY HIGHWAY
    BURRILLVILLE,RI02830
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF CONWAY
    35 E CONWAY RD
    CENTER CONWAY,NH03813
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF GROVELAND
    183 MAIN STREET
    GROVELAND,MA01834
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    TOWN OF HOPKINTON
    85 MAIN STREET
    HOPKINTON,MA01748
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    TOWN OF MARSHFIELD
    870 MORAINE STREET
    MARSHFIELD,MA02050
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 24,770
    TOWN OF MEDFIELD
    112 NORTH ST
    MEDFIELD,MA02052
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000
    TOWN OF MILFORD
    250 MAIN STREET
    MILFORD,MA01757
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF NARRAGANSETT
    40 CASWELL STREET
    NARAGANSETT,RI02882
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000
    TOWN OF NARRAGANSETT
    40 CASWELL STREET
    NARAGANSETT,RI02882
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF NORTH PROVIDENCE
    1967 MINERAL SPRING AVE
    N PROVIDENCE,RI02911
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000
    TOWN OF NORTH PROVIDENCE
    1967 MINERAL SPRING AVE
    N PROVIDENCE,RI02911
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF OXFORD
    503 MAIN STREET
    OXFORD,MA01540
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,902
    TOWN OF RICHMOND
    1163 MAIN STREET
    WYOMING,RI02898
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF SHARON
    213 SOUTH MAIN STREET
    SHARON,MA02067
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF SOUTH HADLEY
    116 MAIN STREET
    SOUTH HADLEY,MA01075
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 217,413
    TOWN OF SOUTH KINGSTOWN
    1790 KINGSTOWN RD
    WAKEFIELD,RI02879
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    TOWN OF SOUTH KINGSTOWN
    1790 KINGSTOWN RD
    WAKEFIELD,RI02879
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000
    TOWN OF SOUTH KINGSTOWN
    1790 KINGSTOWN RD
    WAKEFIELD,RI02879
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF TEWKSBURY
    918 MAIN STREET
    TEWKSBURY,MA01876
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF WAKE FOREST
    225 S TAYLOR STREET
    WAKE FOREST,NC27587
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    TOWN OF WATERTOWN
    552 MAIN STREET
    WATERTOWN,MA02472
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF WESTON
    1180 BOSTON POST RD BY-PASS
    WESTON,MA02493
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    UNIVERSITY OF GEORGIA
    310 E CAMPUS RD TUCKER HALL ROOM
    401
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,953
    UNIVERSITY OF GEORGIA FOUNDATION
    225 HERTY DR
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    UNIVERSITY OF GEORGIA FOUNDATION
    225 HERTY DR
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 180,000
    UNIVERSITY OF GEORGIA RESEARCH FOUNDATION
    210 S JACKSON ST
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 50,000
    UNIVERSITY OF GEORGIA RESEARCH FOUNDATION
    210 S JACKSON ST
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 65,000
    UNIVERSITY OF GEORGIA RESEARCH FOUNDATION
    210 S JACKSON ST
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 95,978
    VANDERBILT LAW SCHOOL
    2301 VANDERBILT PLACE
    NASHVILLE,TN37240
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 247,000
    VILLAGE OF PORT CHESTER
    350 N MAIN STREET
    PORT CHESTER,NY10573
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000
    WASHINGTON UNIVERSITY
    7425 FORSYTH BLVD STE 360 BOX 1248
    ST LOUIS PARK,MO63105
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 184,625
    WESTERN WEST VIRGINIA ANIMAL RESCUE ALLIANCE
    1901 JAMES RIVER ROAD
    HUNTINGTON,WV25701
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,000
    WESTERN WEST VIRGINIA ANIMAL RESCUE ALLIANCE
    1901 JAMES RIVER ROAD
    HUNTINGTON,WV25701
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 3,437
    WIKI EDUCATION FOUNDATION
    11 FUNSTON AVENUE SUITE A
    SAN FRANCISCO,CA94129
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 233,333
    WIKI EDUCATION FOUNDATION
    11 FUNSTON AVENUE SUITE A
    SAN FRANCISCO,CA94129
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 166,667
    WLS TELEVISION INC
    190 N STATE STREET
    CHICAGO,IL60640
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 26,817
    FGV
    190 PRAIA DE BOTAFOGO
    RIO DE JANEIRO,RIO DE JANEIRO22253-900
    BR
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 325,000
    KOREA ADVANCED INSTITUTE OF SCIENCE AND TECHNOLOGY
    291 DAEHAK-RO EOEUN-DONG
    YUSEONGGU,DAEJEON  
    KS
    NONE FOREIGN GOVERNMENT, TO ACHIEVE CHARITABLE PURPOSE 75,000
    TOWN OF MANSFIELD
    50 W STREET
    MANSFIELD,MA02048
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 18,000
    HERTIE SCHOOL GEMEINNUTZIGE GMBH
    BJOERNSONWEG 70D
    HAMBURG,HAMBURG22587
    GM
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    Total .................................bullet 3a 34,606,167
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 5,567,023  
    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 10,766,149  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 16,333,172 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    16,333,172
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE STANTON FOUNDATION
    C/O BAKER TILLY
    Employer identification number

    13-3598005
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE STANTON FOUNDATION
    C/O BAKER TILLY
    Employer identification number
    13-3598005
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    F STANTON CRUT FBO WINIFRED WILLIAMS
     
    C/O BTUS ONE PENN PLAZA SUITE 3000
     
    NEW YORK, NY10119

    $ 469,675


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE STANTON FOUNDATION
    C/O BAKER TILLY
    Employer identification number

    13-3598005
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE STANTON FOUNDATION
    C/O BAKER TILLY
    Employer identification number

    13-3598005
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 8,902 2,671   6,231
    AUDIT FEE 31,000 3,100   27,900

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Name of Stock End of Year Book Value End of Year Fair Market Value
    414 AIR PRODS & CHEMS INC 120,092 113,113
    4890 ARRICK GOLD CORP COM 94,350 111,394
    488 LINDE PLC SH 79,766 128,593
    238 SHERWIN WILLIAMS CO COM 87,142 174,908
    245 AMAZON COM INC 189,888 797,948
    333 CHIPOTLE MEXICAN GRILL INC 156,689 461,774
    9748 COMCAST CORP CL A 26,789 510,795
    1287 COSTCO WHOLESALE CORP NEW COM 252,489 484,916
    700 DARDEN RESTURANTS INC 40,950 83,384
    1435 ESSILOR INTIL S A SPONSORED ADR 95,108 111,586
    2068 NIKE INC CL B 117,986 292,560
    1395 YUM BRANDS INC 100,502 151,441
    3696 CHEVRON CORP NEW COM 367,077 312,127
    4454 CONOCOPHILLIPS COM 178,066 178,115
    1678 EOG RES INC COM 65,676 83,682
    1430 TC ENERGY CORPORATION REGISTERED SHS 66,468 58,096
    2147 AON PLC REGISTERED SHS CL A 213,169 453,597
    3151 CHUBB LTD COM 319,917 485,002
    1436 CME GROUP INC 82,441 261,424
    850 FIRST REP BK SAN FRANCISCO CALIF NEW COM 85,285 124,891
    1170 GALLAGHER ARTHUR J & CO 107,081 144,741
    2862 INTERCONTINENTAL EXCHANGE INC 171,705 329,960
    4171 JP MORGAN CHASE & CO COM 218,245 530,009
    5987 MARSH & MCLENNAN COS INC 190,971 700,479
    552 NASDAQ INC COM 47,663 73,272
    3352 STATE STR CORP 219,724 243,959
    5017 TRUIST FINL CORP 239,995 240,465
    2153 ABOTT LABS COM 162,367 235,732
    1385 ALLOGENE THERAPEUTICS INC 65,230 34,957
    780 ANTHEM INC COM STK 211,073 250,450
    4352 ASTRAZENCA PLC SPONSORED ADR 142,663 217,556
    1805 BAXTER INTL INC 149,979 144,833
    735 BIOHAVEN PHARMACEUTICAL HLDINGS CO LTD 33,786 62,997
    1227 CENTENE CORP DEL COM 78,330 73,657
    604 CIGNA CORP NEW COM 109,731 125,741
    1252 DANAHER CORP 34,267 278,119
    2681 EDWARDS LIFESCIENCES CORP 151,578 244,588
    2767 GILEAD SCIENCES INC 100,012 161,205
    506 HUMANA INC 104,251 207,597
    2200000 LILLY ELI & CO 189,978 371,448
    4666 MERCK & CO INC 303,692 381,679
    1465 NEUROCRINE BIOSCINECES INC 120,458 140,420
    1795 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIES A.S. 87,917 125,381
    4622 ROCHE HLDGS LTD SPONSORED ADR 227,583 585,630
    525 ULTRAGENYX PHARAMCEUTICAL INC 32,471 72,676
    2420 UNITEDHEALTH GROUP INC 349,467 848,646
    242 VERTEX PHARMACEUTICALS INC 50,799 57,194
    4,527 AIRBUS GROUP ADR NCE & SPACE CO 74,720 123,678
    1655 AMETEK INC 134,795 200,156
    1234 BMX TECHNOLOGIES INC 67,223 74,386
    4332 CSX CORP COM 237,669 393,129
    344 DEERE & CO 43,628 92,553
    393 EQUIFAX INC 41,025 75,786
    416 FLEETCOR TECHNOLOGIES INC 114,048 113,497
    507 GLOBAL PMTS INC 41,062 109,218
    440 HEICO CORP NEW CL A 43,962 51,506
    985 HEICO CORP NEW COM 88,344 130,414
    729 MOODYS CORP COM 75,768 211,585
    439 MSCI INC COM 99,854 196,027
    353 NORFOLK SOUTHN CORP COM 135,895 207,671
    1718 NORTHROP GRUMMAN CORP COM 422,332 523,509
    1245 RAYTHEON TECHNOLOGIES CORP 71,028 89,030
    311 TRANSDIGM GROUP INC COM 60,681 192,462
    3050 TRINITY INDS INC COM 77,063 80,490
    6321 WASTE CONNECTIONS INC COM 276,017 647,681
    1123 WASTE MGMT INC 60,167 132,435
    4035 ANHEUSER BUSCH INBEV SA NV 224,838 282,087
    1670 BRITISH AMERN TOB PLC SPONSORED ADR 62,444 62,608
    9133 CARLSBERG AS SPONSORED ADR 209,561 293,442
    780 CHURCH & DWIGHT CO INC 50,350 68,039
    1084 EESTEE LAUDER COMPANIES INC CL A 156,017 288,550
    2008 GENERAL MILLS INC 120,183 118,070
    640 HONEYWELL INTIL INC 108,271 136,128
    1775 HORMEL FOODS CORP 55,016 82,733
    2994 MONDELEX INTL INC CL A 123,327 175,059
    2770 NESTLE SA SPONSORED ADR REPSTG REG SHS 186,854 326,306
    1100 PEPISCO INC 129,933 163,130
    5613 PHILIP MORRIS INTL INC 397,624 464,700
    1790 PROCTER & GAMBLE CO 140,202 249,061
    4894 RECKITT BENCKISER PLC SPONSORED 84,132 88,679
    347 ACCENTURE PLC IRELAND CLASS SHS 18,587 90,640
    5218 ACTIVISION BLIZZARD INC 257,548 484,491
    534 ADOBE SYS INC 145,757 267,064
    252 ALPHABET INC CAP STK CL C 55,214 441,474
    5364 APPLE INC COM 25,499 711,749
    866 ASML HDLG N V N Y REGISTRY SHS NEW 88,933 422,366
    1023 BROADCOM INC 47,274 447,921
    161 CABLE ONE INC COM 283,269 499,009
    751 CHARTER COMMUNICATIONS INC NEW CL A 147,652 496,824
    645 ELASTIC N V SHS 42,270 94,254
    625 ELECTRONIC ARTS INC 62,760 89,750
    1294 FACEBOOK INC CL A 209,453 353,469
    781 FIDELITY NATL INFORMATION SVCS INC 103,556 110,480
    2602 GODADDY INC CL A 126,840 215,836
    2789 HENRY JACK & ASSOC INC 92,493 451,790
    4485 INTEL CORP COM 209,055 223,443
    665 KLA CORP 128,827 172,175
    5931 MICROSOFT CORP 176,269 1,319,173
    370 NETFLIX INC 132,368 200,070
    152 SERVICENOW INC 36,049 83,665
    1683 VERIZON COMMUNICATIONS INC 83,827 98,876
    5210 VISA INC COM CL A 219,876 1,139,583
    5390 AES CORP 71,841 126,665
    2760 CMS ENERGY CORP 171,355 168,388
    4123 EXELON CORP 171,696 174,073
    1100 NEXTERA ENERGY INC 41,606 84,865
    1409 SEMPRA ENERGY COM 133,541 179,521
    999 AMERICAN TOWER CORP NEW 26,714 224,236
    3098 CROWN CASTLE INTL CORP 270,135 493,171
    711 EQUINIX INC COM 291,579 507,782
    503 AIR PRODS & CHEMS INC COM 145,596 137,430
    37,522 ASAHI KASEI CORP 289,293 390,229
    35 GIVAUDAN AG DUEBENDORF 61,913 142,520
    814 L'AIR LIQUIDE CO LTD 74,090 133,693
    396 LINDE PLC 64,728 104,350
    1,281 RIO TINTO PLC 42,006 95,766
    555 RIO TINTO PLC 32,630 41,491
    3,772 SHIN ETSU CHEMICAL CO 325,149 673,868
    136 AMAZON COM INC 102,918 442,942
    39,134 B&M EUROPEAN VALUE RETAIL SA 256,278 276,087
    4,627 CIE FINANCIERE RICHEMONT AG ZUG 310,581 425,221
    4,725 COMCAST CORP CL A 0 247,590
    7,110 COMCAST CORP CL A 310,844 372,564
    1,369 COSTCO WHOLESALE CORP 289,013 515,812
    3,774 ESSILORLUXOTTICA SA 297,408 588,913
    207 HERMES INTL S A 102,030 222,753
    2,274 HILTON WORLDWIDE HLDGS INC COM 138,905 253,005
    2,955 HYUNDAI MTR CO SPONSORED GDR REPSTG PFD 100,263 121,867
    14,994 INDUSTRIA DE DISENO TEXTIL INDITES SA 502,113 477,669
    355 KERING SA SHS 193,593 258,152
    229 KERING SA SHS 147,414 166,526
    1,983 LAS VEGAS SANDS CORP 88,670 118,187
    215 LVMH 35,602 134,383
    1,177 NIKE INC 68,722 166,510
    600 NITORI HOLDINGS CO LTD 79,434 128,586
    5,100 ROYAL CARIBBEAN GROUP 156,089 380,919
    1,836 V F CORP COM 132,552 156,813
    2,719 YUM BRANDS INC COM 137,969 295,175
    2,373 CHEVRON CORP NEW COM 151,623 200,400
    3800 CHEVRON CORP NEW COM 317,399 320,910
    3,130 TC ENERGY CORPORATION REGISTERED SHS 146,264 127,161
    5,176 TOTAL SA EUR SHS 195,464 223,531
    93,405 AIA GROUP LTD HONG KONG SHS 261,872 1,152,244
    2,013 AON PLC REGISTERED SHS CL A 114,646 425,287
    275 AON PLC REGISTERED SHS CL A 52,435 58,099
    1,008 CHUBB LTD COM 69,955 155,151
    16,420 CITIZENS FINL GROUP INC COM 434,876 587,179
    2,563 CME GROUP INC COM 139,787 466,594
    8,400 DBS GROUP HLDGS LTD DBSH 160,585 159,189
    738 DEUTSCHE BOERSE AG FRANKFURT AM 121,314 127,460
    15,868 DNB ASA SHS 269,218 321,803
    450 FIRST REP BK SAN FRANCISCO CALIF NEW COM 45,682 66,119
    1,982 HDFC BK LTD ADR 32,447 143,219
    4,642 INTERCONTINENTAL EXCHANGE INC COM 294,482 535,176
    5,321 JP MORGAN CHASE & CO COM 215,953 676,139
    1,881 LONDON STOCK EXCH GROUP PLC 104,325 231,574
    610 LONDON STOCK EXCH GROUP PLC 61,446 75,099
    2,458 MARSH & MCLENNAN COS INC COM 66,140 287,586
    861 RENAISSANCE RE HOLDINGS LTD COM 117,379 142,771
    445 STATE STR CORP COM 43,224 32,387
    2,055 STATE STR CORP COM 119,182 149,563
    4,809 SVENSKA HANDELSBANKEN AB SHS 65,075 48,330
    2,800 TRUIST FINL CORP COM 120,824 134,204
    17,675 UBS GROUP AG SHS 199,094 249,758
    4,602 ABBOTT LABS COM 294,421 503,873
    500 ANTHEM INC COM 134,944 160,545
    8,719 ASTRAZENECA PLC SHS 631,220 880,619
    834 BEIGENE LTD SPONSORED ADR 110,917 215,497
    380 CIGNA CORP NEW COM 67,284 79,108
    1,938 DANAHER CORP COM 53,042 430,507
    195 GALAPAGOS NV SHS 22,558 19,200
    929 GENMAB A/S SHS 131,571 388,787
    4,455 GILEAD SCIENCES INC 133,251 259,548
    8,773 GRIFOLS SA SHS 268,138 256,301
    1,239 JOHNSON & JOHNSON COM 183,866 194,994
    1,923 KONINKLIJKE PHILIPS N V 89,248 104,169
    1,262 LILLY ELI & CO COM 100,776 213,076
    875 MERCK & CO INC NEW COM 55,558 71,575
    3,285 MERCK & CO INC NEW COM 260,605 268,713
    650 NEUROCRINE BIOSCIENCES INC COM 55,035 62,303
    12,971 NOVO NORDISK AS VORMALS NOVO INDUSTRI AS ALMINDELIG 200,004 930,021
    7,349.113 ROYAL PHILIPS NV SHS 284,257 393,622
    626.887 ROYAL PHILIPS NV SHS 25,578 33,576
    175 SARTORIUS AG VORZ AKT OHNE STIMMRECHT 26,564 73,563
    90 SARTORIUS AG VORZ AKT OHNE STIMMRECHT 41,273 37,832
    3,837 SEAGEN INC COM 219,198 672,012
    1,800 SHIONOGI & CO LTD SHS 103,389 99,450
    68 STRAUMANN HOLDING AG WALDENBURG NAMEN AKT 57,529 80,934
    5,508 TERUMO CORP SHS 197,174 234,696
    1,977 UNITEDHEALTH GROUP INC COM 338,795 693,294
    570 VERTEX PHARMACEUTICALS INC COM 120,238 134,714
    1,135 ZIMMER BIOMET HLDGS INC COM 158,820 174,892
    18,163 ABB LTD ZUERICH NAMEN AKT SHS 439,905 514,013
    6,472 AIRBUS SE BEARER SHS 381,891 710,864
    3,555 AMETEK INC NEW COM 290,014 429,942
    542,000 CHINA TOWER CORPORATION LIMITED REGISTERED SHS 96,340 79,689
    253,798 CHINA TOWER CORPORATION LIMITED REGISTERED SHS 42,727 37,315
    4,528 CSX CORP COM 225,561 410,916
    1,655 DKSH HOLDING AG ZUERICH NAMEN AKT 130,908 124,635
    921 DSV PANALPINA A/S BEARER AND/OR REGISTERED SHS 75,054 150,722
    1,466 EURONET WORLDWIDE INC 197,007 212,453
    585 GLOBAL PMTS INC COM 52,913 126,021
    1,770 HEICO CORP NEW CL A 162,139 207,196
    1,085 HEICO CORP NEW COM 136,326 143,654
    1,314 KEYENCE CORPED SHS 50,966 748,927
    1,408 MOODYS CORP COM 136,069 408,658
    576 MSCI INC COM 146,741 257,201
    1,295 MURATA MFG CO LTD FIRST SECTION 33,689 119,140
    713 NORFOLK SOUTHN CORP COM 161,537 169,416
    1,403 NORTHROP GRUMMAN CORP COM 395,911 427,522
    3,055 RELX PLC SHS ISIN 71,726 74,842
    2,680 RYANAIR HLDGS PLC SPONSORED ADR NEW 213,332 294,746
    245 RYANAIR HLDGS PLC SPONSORED ADR NEW 21,435 26,945
    6,249 SAFRAN SA PARIS SHS 392,601 886,441
    790 SMC CORP SHS 79,940 465,342
    401 TRANSDIGM GROUP INC COM 78,046 248,159
    3,600 WABTEC COM 255,459 263,520
    1,769 WASTE CONNECTIONS INC COM 87,340 181,261
    6,015 ANHEUSER BUSCH INBEV SA NV SHS 291,253 419,522
    3,975 BRITISH AMERICAN TOBACCO PLC ORD 150,974 147,116
    7,290 BRITISH AMERICAN TOBACCO PLC ORD 277,365 269,805
    4,357 CARLSBERGRNATIONAL 365,934 708,274
    6,071 DIAGEO PLC ORD SHS 169,171 238,794
    3,619 GROUP DANONE SHS 176,686 238,022
    1,690 HONEYWELL INTL INC COM 274,874 359,463
    1,421 LOREAL SHS 149,483 540,311
    2,590 MONDELEZ INTL INC CL A 102,616 151,437
    4,677 NESTLE SA CHAM ET VEVEY SHS COM 152,786 567,133
    1,567 PERNOD RICARD ORD SHS 55,654 300,596
    4,395 PHILIP MORRIS INTL INC COM 301,708 363,862
    6,680 RECKITT BENCKISER GROUP PLC SLOUGH SHS 567,431 597,256
    895 RECKITT BENCKISER GROUP PLC SLOUGH SHS 69,148 80,022
    2,415 UNI CHARM CORP SHS 75,291 116,413
    2,720 UNILEVER PLC SHS 153,771 163,269
    7,058 ACTIVISION BLIZZARD INC COM 265,740 655,335
    5,221 ADEVINTA ASA REGISTERED SHS 67,611 87,848
    150 ADOBE SYS INC COM 36,193 75,018
    52 ALPHABET INC CAP STK CL C 6,626 91,098
    30 ALPHABET INC CAP STK CL C 52,837 52,556
    164 ALPHABET INC CL A 20,901 287,433
    6,500 AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS 102,710 94,510
    17,905 AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS 219,354 260,339
    4,604 APPLE INC COM 15,657 610,905
    2,540 APPLE INC COM 202,151 337,033
    2,703 ASML HOLDING N V SHS 76,234 1,314,638
    2,911 BROADCOM INC COM 261,796 1,274,581
    521 CHARTER COMMUNICATIONS INC NEW CL A 98,310 344,668
    1,611 ELECTRONIC ARTS INC COM 149,678 231,340
    935 FACEBOOK INC CL A 139,745 255,405
    1,690 FIDELITY NATL INFORMATION SVCS INC COM 250,956 239,067
    7,444 GODADDY INC CL A 343,686 617,480
    5,882 HAMAMATSU PHOTONICS KK SHS 102,720 331,039
    1,425 HENRY JACK & ASSOC INC COM 46,908 230,836
    6,498 INTEL CORP COM 254,113 323,730
    1,655 KLA CORP COM 245,128 428,496
    33,760 KONINKLIJKE KPN NV 100,967 102,718
    60,000 KONINKLIJKE KPN NV 160,607 182,556
    3,555 MICROSOFT CORP COM 131,786 790,703
    4,400 NTT NIPPON TELEGRAPH & TELEPHON CORP 96,634 114,620
    694 OBIC CO LTD TOKYO SHS 72,553 139,363
    2,874 PROSUS N V ADR 45,941 62,337
    294 SAMSUNG ELECTRS LTD NON-VTG PFD GDR 345,841 490,980
    3,342 SAP AG SYSTEME ANWENDUNGEN PRODUKTE IN DER 291,651 434,293
    403 SERVICENOW INC COM 95,596 221,823
    2,080 SOFTBANK GROUP CORP SHS 9,012 166,213
    15,000 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 313,298 1,635,600
    3,225 TENCENT HLDGS LTD SHS PAR HKD 139,969 234,587
    4,685 TENCENT HLDGS LTD SHS PAR HKD 219,927 340,788
    4,405 TRIMBLE INC COM 141,712 294,122
    4,442 VISA INC COM CL A 71,929 971,599
    6,776 AES CORP COM 72,932 159,236
    4,000 AES CORP COM 81,252 94,000
    15,910 ENEL SOCIETA PER AZIONI AZ 85,498 161,087
    47,641 ENEL SOCIETA PER AZIONI AZ 358,300 482,358
    17,631 IBERDROLA SA BILBAO SHS 136,500 252,366
    818 SEMPRA ENERGY COM 73,634 104,221
    1,489 AMERICAN TOWER CORP NEW COM 39,818 334,221
    9,254 COMPAGNIE FINANCIERE RICHEMONT SA WARRANT 0 2,409
    1,954 CROWN CASTLE INTL CORP NEW COM 163,437 311,057
    379 EQUINIX INC COM 176,950 270,674
    17,000 LINK REAL ESTATE INVESTMENT TRUST UNITS 124,577 154,792
    9,553 LINK REAL ESTATE INVESTMENT TRUST UNITS 76,409 86,984

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    US Government Securities - End of Year Book Value:

    59,200,334
    US Government Securities - End of Year Fair Market Value:

    60,571,475
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 LegalFeesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEE 28,874 0   28,874


    TY 2020 OtherAssetsSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 1,553 1,553 1,553
    EMPLOYEE LOAN RECEIVABLE 75,818 61,847 61,847
    SECURITY DEPOSIT 21,667 21,667 21,667
    NOTE RECEIVABLE 1,448,204 1,357,823 1,357,823
    PREPAID GRANT 15,100,000 400,000 400,000
    PREPAID EXPENSE   31,920 31,920


    TY 2020 OtherExpensesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT EXPENSE 6,500 0   6,500
    STORAGE 2,386 0   2,386
    DUES & SUBSCRIPTIONS 2,776 0   2,776
    MEALS 4,265 0   4,265
    POSTAGE 4,250 0   4,250
    INSURANCE 12,640 0   12,640
    PUBLIC RELATIONS 25,858 0   25,858
    SEMINAR EXPENSE 31,933 0   31,933
    OFFICE EXPENSE 86,278 0   86,278
    INVESTMENT ADVISORY FEE 667,449 667,449   0
    MISCELLANEOUS EXPENSE 3,349 0   3,349
    UTILITIES 11,709 0   11,709
    PRIZE EXPENSE 13,000 0   13,000
    GRANT REFUND -5,217,061 0   -5,217,061


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEE 206,373 0   206,373


    TY 2020 SubstantialContributorsSch
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Name Address
    F STANTON CRUT FBO WINIFRED WILLIAMS
     
    C/O BTUS ONE PENN PLAZA STE 3000
    NEW YORK,NY10119


    TY 2020 TaxesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 299,479 0   0
    FOREIGN TAX 73,967 73,967   0
    PAYROLL TAX 35,257 0   35,257
    STATE FILING FEES 3,500 0   3,500