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 FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2801 WOODSIDE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75204
A Employer identification number

43-6765664
B Telephone number (see instructions)

(972) 616-8777
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$30,082,280J 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) 2,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 452,505 452,017 452,505
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -433,907
b Gross sales price for all assets on line 6a 1,051,434
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 194,978 194,978 194,978
12 Total. Add lines 1 through 11........ 2,713,576 646,995 647,483
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 38,738 0 0 38,738
b Accounting fees (attach schedule)....... Click to see attachment 8,310 0 0 8,310
c Other professional fees (attach schedule).... Click to see attachment 1,250 0 0 1,250
17 Interest............... 17,614 17,614 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,255 7,255 0 0
19 Depreciation (attach schedule) and depletion... 83,805 83,805 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 215,944 235,612 0 356
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 372,916 344,286 0 48,654
25 Contributions, gifts, grants paid....... 1,301,500 1,301,500
26 Total expenses and disbursements. Add lines 24 and 25 1,674,416 344,286 0 1,350,154
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,039,160
b Net investment income (if negative, enter -0-) 302,709
c Adjusted net income (if negative, enter -0-)... 647,483
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............. 7,324,088 5,246,109 5,246,109
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,001,927 Click to see attachment931,022 857,908
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).......... 17,134,758 Click to see attachment19,527,189 23,951,145
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment31,913 Click to see attachment27,118 Click to see attachment27,118
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,492,686 25,731,438 30,082,280
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........... 25,492,686 25,731,438
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,492,686 25,731,438
30 Total liabilities and net assets/fund balances (see instructions). 25,492,686 25,731,438
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
25,492,686
2
Enter amount from Part I, line 27a .....................
2
1,039,160
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,119
4
Add lines 1, 2, and 3 ..........................
4
26,533,965
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
802,527
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,731,438
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 VANGUARD MARKETING CORPORATION P   2020-02-04
b NB-ATHYRIUM OPPORTUNITIES FUND III LP P    
c NB-ATHYRIUM OPPORTUNITIES FUND III LP P    
d CONGRUENT CREDIT OPPORTUNITIES FUND III, LP P    
e STRATEGIC PARTNERS VIII LP P    
STRATEGIC PARTNERS VIII LP P    
NGP NATURAL RESOURCES XI, LP P    
NGP NATURAL RESOURCES XI, LP P    
OPEX CAPITAL PARTNERS FUND, LP P    
VIDA LONGEVITY FUND LP P    
VIDA LONGEVITY FUND LP-LOSS ON DISPOSAL P    
MERIT ENERGY PARTNERS H, LP P    
OCM OPPORTUNITIES FUND VI, LP P    
TIFF MULTI-ASSET FUND P 2013-01-18  
GSO CAPITAL SOLUTIONS OVERSEAS FEEDER P    
TIFF MULTI-ASSET FUND 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 729,673   661,882 67,791
b       1,093
c       49,081
d       6,632
e       2,386
      72,041
      69
      -3,718
      -423,614
      9,468
      -99,010
      -1
      -16,063
321,761   322,658 -897
      4,776
      50,140
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       67,791
b       1,093
c       49,081
d       6,632
e       2,386
      72,041
      69
      -3,718
      -423,614
      9,468
      -99,010
      -1
      -16,063
      -897
      4,776
      50,140
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 -279,826
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 -410,599
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,208
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 4,208
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 4,208
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,792
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,000 RefundedBullet 11 10,792
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletTX
    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 addressbulletNOT APPLICABLE
    14
    The books are in care ofbulletJAMES F DUDA Telephone no.bullet (972) 616-8777

    Located atbullet2801 WOODSIDE STREETDALLASTX ZIP+4bullet75204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRITZ L DUDA TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    MARY L DUDA TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    LEIGH A DUDA SCOTT TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    LENDY D DUDA VAIL TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    FRITZ L DUDA JR TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    JAMES F DUDA TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    LINDSEY DUDA COE TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75201
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    12,826,404
    b
    Average of monthly cash balances.......................
    1b
    4,253,784
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,171,166
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,251,354
    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
    25,251,354
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    378,770
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,872,584
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,243,629
    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
    1,243,629
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,208
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,239,421
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,239,421
    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
    1,239,421
    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
    1,350,154
    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
    1,350,154
    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
    1,350,154
    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 1,239,421
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 304,382
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,350,154
    a Applied to 2019, but not more than line 2a 304,382
    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..... 1,045,772
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		193,649
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    FRITZ L DUDA
    MARY L DUDA
    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
    A DIFFERENT BREED ANIMAL RESCUE
    11700 PRESTON RD STE 660 PMB 335
    DALLAS,TX75230     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    ADVOCACY & CARING FOR CHILDREN
    100 23RD AVE S
    SEATTLE,WA98144     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    AMERICAN FRIENDS OF THE CZECH REPUBLIC
    4410 MASSACHUSETTS AVE NW 391
    WASHINGTON,DC20016     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    ARCHDIOCESE OF CHICAGO
    835 N RUSH ST
    CHICAGO,IL60611     		NONE PUBLIC CHARITY CELEBRATING CATHOLIC EDUCATION BREAKFAST 1,000
    ARCHDIOCESE OF CHICAGO
    835 N RUSH ST
    CHICAGO,IL60611     		NONE PUBLIC CHARITY SCHOOL GRATITUDE FUND 3,000
    BAYLOR SCOTT & WHITE DALLAS FOUNDATION
    3600 GASTON AVE BARNETT TOWER 100
    DALLAS,TX752461800     		NONE PUBLIC CHARITY 2020 BOARD GIVING CAMPAIGN 10,000
    BERKELEY HILLEL
    2736 BANCROFT WAY
    BERKELEY,CA94707     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    BISHOP BLANCHET HIGH SCHOOL
    8200 WALLINGFORD AVENUE NORTH
    SEATTLE,WA98103     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    BISHOP DUNNE CATHOLIC SCHOOL
    3900 RUGGED DRIVE
    DALLAS,TX75224     		NONE PUBLIC CHARITY TECHNOLOGY GRANT 50,000
    BRAVE ONES FOUNDATION
    9151 ATLANTA AVE STE 8384
    HUNTINGTON BEACH,CA92615     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    BRIAR CLIFF UNIVERSITY
    3303 REBECCA ST
    SIOUX CITY,IA51104     		NONE PUBLIC CHARITY DORIS DURBEN SCHOLARSHIP 7,000
    BRIGHT BEGINNINGS INC
    3418 4TH ST SE
    WASHINGTON,DC20032     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CANE ROSSO RESCUE
    1421 WEST MAIN STREET
    CARROLLTON,TX75006     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CASA DE VIDA
    1290 MILL STREET
    RENO,NV89502     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,500
    CATHOLIC CHARITIES OF DALLAS
    1421 W MOCKINGBIRD LN
    DALLAS,TX75247     		NONE PUBLIC CHARITY JAN PRUITT COMMUNITY PANTRY 750
    CEDARS SINAI MEDICAL CENTER
    8700 BEVERLY BLVD STE 2416
    LOS ANGELES,CA90048     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CHICAGO YACHT CLUB FOUNDATION
    400 EAST MONROE STREET
    CHICAGO,IL60603     		NONE PUBLIC CHARITY 2020 CHICAGO REGATTA FUNDRAISER 2,500
    CHRIST THE KING CATHOLIC CHURCH
    8017 PRESTON ROAD
    DALLAS,TX75225     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    CHRISTIAN COMMUNITY ACTION
    200 S MILL ST
    LEWISVILLE,TX75057     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    COLUMBIA SAILING SCHOOL
    111 N LAKE SHORE DRIVE
    CHICAGO,IL60601     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CONSTITUTIONAL RIGHTS FOUNDATION
    4101 WESTERLY PLACE STE 101
    NEWPORT BEACH,CA92660     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    CRISTO REY DALLAS HIGH SCHOOL INC
    1064 N ST AUGUSTINE DRIVE
    DALLAS,TX75217     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    DALLAS 24 HOUR CLUB INC
    4636 ROSS AVE
    DALLAS,TX75204     		NONE PUBLIC CHARITY CREEK TEA CUP 5,000
    DALLAS CASA
    2757 SWISS AVE
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    DALLAS PETS ALIVE
    11700 PRESTON RD SUITE 660 263
    DALLAS,TX75230     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    DUKE LAW SCHOOL
    PO BOX 90581
    DURHAM,NC27708     		NONE PUBLIC CHARITY ANNUAL FUND 5,000
    EDDY HOUSE
    888 WILLOW ST
    RENO,NV89502     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
    PO BOX 17408
    DENVER,CO80217     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    FRIENDS OF FUTURE BUILDER SCOUTS NFP
    1083 CHERRY ST
    WINNETKA,IL60093     		NONE PUBLIC CHARITY COMPUTER EQUIPMENT 5,000
    GEORGE Y POCKOCK ROWING FOUNDATION
    3320 FUHRMAN AVE EAST
    SEATTLE,WA98102     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    GIRLS INC OF METROPOLITAN DALLAS
    2040 EMPIRE CENTRAL DR
    DALLAS,TX75235     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    GIRLS INC OF ORANGE COUNTY
    1815 ANAHEIM AVENUE
    COSTA MESA,CA92627     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    GIVINGMAS INC
    PO BOX 140776
    DALLAS,TX75214     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    GREATER RENO COMMUNITY ICE SKATING ASSOCIATION
    15500 WEDGE PARKWAY
    RENO,NV89511     		NONE PUBLIC CHARITY RENO ICE 10,000
    HOLY NAMES ACADEMY
    728 21ST AVENUE E
    SEATTLE,WA98112     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    ICARE DOG RESCUE
    31441 SANTA MARGARITA PKWY STE A194
    RANCHO SANTA MARGARITA,CA92688     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    ILYA ROBLE SHEA USA
    PO BOX 662
    EAST TROY,WI53120     		NONE PUBLIC CHARITY GENERAL SUPPORT 12,500
    IRVINE PUBLIC SCHOOLS FOUNDATION
    1 POST SUITE 250
    IRVINE,CA92618     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    JESUIT COLLEGE PREPARATORY
    12345 INWOOD ROAD
    DALLAS,TX75244     		NONE PUBLIC CHARITY PHONATHON & TOMMY WUNDERLICK SCHOLARSHIP 16,500
    JEWISH FEDERATION OF ORANGE COUNTY
    PO BOX 84305
    LOS ANGELES,CA90084     		NONE PUBLIC CHARITY GENERAL SUPPORT 6,000
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL RD
    HARBOR SPRINGS,MI49740     		NONE PUBLIC CHARITY GENERAL SUPPORT 250
    MARINE SCIENCES & SEAMANSHIP FOUNDATION
    1851 E 1ST ST STE 900
    SANTA ANA,CA92705     		NONE PUBLIC CHARITY 2021 GOVERNOR'S CUP 2,500
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		NONE PUBLIC CHARITY GENERAL SUPPORT 110,000
    MAZON
    PO BOX 96119
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    MD ANDERSON CANCER CENTER
    PO BOX 4486
    HOUSTON,TX77210     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    MISERICORDIA
    6300 NORTH RIDGE
    CHICAGO,IL60660     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    MORNINGSIDE HIGH MONARCHS ALUMNI ASSOCIATION
    4733 TORRANCE BLVD 411
    TORRANCE,CA90503     		NONE PUBLIC CHARITY GENERAL SUPPORT 100,000
    NATIONAL BREAST CANCER FOUNDATION INC
    7460 WARREN PKWY STE 150
    FRISCO,TX75034     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    NE SEATTLE LITTLE LEAGUE
    4616 25TH AVE NE 524
    SEATTLE,WA98105     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION
    3550 BARRON WAY 9A
    RENO,NV89511     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    NORTHERN TEXAS PGA FOUNDATION
    17950 PRESTON RD SUITE 340
    DALLAS,TX75252     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60209     		NONE PUBLIC CHARITY NORTHWESTERN SPIRIT FUND 100,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60208     		NONE PUBLIC CHARITY ANNUAL FUND 1,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60208     		NONE PUBLIC CHARITY #CATSGIVEBACK 2,500
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60208     		NONE PUBLIC CHARITY WNUR RADIO STATION 500
    NOTRE DAME SCHOOL
    2018 ALLEN STREET
    DALLAS,TX75204     		NONE PUBLIC CHARITY FULL YEAR SCHOLARSHIP 35,000
    OC WOMEN'S HEALTH PROJECT
    1505 E 17TH ST STE 101
    SANTA ANA,CA92705     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    ORANGEWOOD FOUNDATION
    1575 E 17TH ST
    SANTA ANA,CA92705     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    OUR LADY OF PERPETUAL HELP
    7625 CORTLAND AVE
    DALLAS,TX75235     		NONE PUBLIC CHARITY TEXTBOOKS AND TEACHING MATERIALS 10,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    PAW PRINTS IN THE SAND ANIMAL RESCUE
    220 NEWPORT CENTER DR 11-525
    NEWPORT BEACH,CA92660     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    PAWS IN THE CITY
    3824 CEDAR SPRINGS RD 360
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    PRESTONWOOD CARING PEOPLE NETWORK
    690 W CAMPBELL RD STE 150
    RICHARDSON,TX75080     		NONE PUBLIC CHARITY PREGNANCY CENTER SUPPORT 1,000
    RAPHAEL HOUSE
    1065 SUTTER ST
    SAN FRANCISCO,CA94109     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    RAVEN HILL DISCOVERY CENTER
    4737 FULLER RD
    EAST JORDAN,MI49727     		NONE PUBLIC CHARITY GENERAL SUPPORT 250
    RENOWN HEALTH FOUNDATION
    1155 MILL ST O2
    RENO,NV89502     		NONE PUBLIC CHARITY CHILDREN'S MIRACLE NETWORK 2,500
    ROGERS WILDLIFE REHABILITATION CENTER
    1430 E CLEVELAND RD
    HUTCHINS,TX75141     		NONE PUBLIC CHARITY GENERAL SUPPORT 7,000
    SAINTS FAITH HOPE & CHARITY PARISH
    191 LINDEN STREET
    WINNETKA,IL60093     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    SANTA CLARA OF ASSISI CATHOLIC ACADEMY
    321 CALUMET AVENUE
    DALLAS,TX75211     		NONE PUBLIC CHARITY GRAMMAR/LANGUAGE ARTS CURRICULUM 10,000
    SCOTTISH RITE HOSPITAL FOR CHILDREN
    2222 WELBORN STREET
    DALLAS,TX75219     		NONE PUBLIC CHARITY GENERAL SUPPORT 50,000
    SMU COX SCHOOL OF BUSINESS
    PO BOX 750333
    DALLAS,TX75275     		NONE PUBLIC CHARITY GENERAL SUPPORT 100,000
    SMU DEDMAN SCHOOL OF LAW
    3315 DANIEL AVENUE
    DALLAS,TX75205     		NONE PUBLIC CHARITY FORREST SMITH SCHOLARSHIP FUND 10,000
    SOCIETY OF ST VINCENT DE PAUL
    6306 KENWOOD
    DALLAS,TX75214     		NONE PUBLIC CHARITY ST THOMAS CONFERENCE 750
    SPCA OF TEXAS
    2400 LONE STAR DR
    DALLAS,TX75212     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,500
    ST BRIDGET CATHOLIC CHURCH
    4900 NE 50TH STREET
    SEATTLE,WA98105     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    ST CECILIA CATHOLIC SCHOOL
    635 MARY CLIFF ROAD
    DALLAS,TX75208     		NONE PUBLIC CHARITY TECHNOLOGY GRANT 15,000
    ST ELIZABETH OF HUNGARY CATHOLIC SCHOOL
    4019 S HAMPTON RD
    DALLAS,TX75224     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    ST MARY OF CARMEL CATHOLIC SCHOOL
    1716 SINGLETON BLVD
    DALLAS,TX75212     		NONE PUBLIC CHARITY CHROMEBOOK COMPUTERS FOR STUDENTS 10,000
    ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY
    8151 MILITARY PARKWAY
    DALLAS,TX75227     		NONE PUBLIC CHARITY SOCIAL STUDIES TEXTBOOKS 10,000
    ST THOMAS THE APOSTLE SCHOOL
    5467 S WOODLAWN AVENUE
    CHICAGO,IL60615     		NONE PUBLIC CHARITY STARRY NIGHT SPONSORSHIP 5,000
    THE DALLAS FOUNDATION
    3963 MAPLE AVENUE STE 390
    DALLAS,TX75219     		NONE PUBLIC CHARITY HALO IMPACT FUND 75,000
    THE INDEPENDENCE FUND INC
    9013 PERIMETER WOODS DR STE E
    CHARLOTTE,NC28216     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    THE IRELAND FUND
    5720 LBJ FREEWAY SUITE 455
    DALLAS,TX75240     		NONE PUBLIC CHARITY COVID-19 RELIEF EFFORTS 10,000
    UCI MEDICAL CENTER
    101 THE CITY DR S
    ORANGE,CA92868     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    UCI MEDICAL SCHOOL
    100 THEORY STE 250
    IRVINE,CA92617     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    UNIVERSITY OF CALIFORNIA
    1995 UNIVERSITY AVE STE 401
    BERKELEY,CA94704     		NONE PUBLIC CHARITY THE CAL FUND 25,000
    UNIVERSITY OF IOWA FOUNDATION
    101 JESSUP HALL
    IOWA CITY,IA52242     		NONE PUBLIC CHARITY THE CLUBHOUSE FUND 100,000
    UNIVERSITY OF NOTRE DAME
    107 CAROLE SANDNER HALL
    NOTRE DAME,IN46556     		NONE PUBLIC CHARITY ACE SERVICE THROUGH TEACHING PROGRAM 60,000
    UNIVERSITY SYNAGOGUE
    3400 MICHAELSON DRIVE
    IRVINE,CA92612     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    UPLIFT EDUCATION
    3000 PEGASUS PARK DR BLDG 2
    DALLAS,TX75247     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    URSULINE ACADEMY OF DALLAS FOUNDATION
    4900 WALNUT HILL LANE
    DALLAS,TX75229     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN & ANNUAL FUND 22,000
    VILLA ACADEMY
    5001 NE 50TH STREET
    SEATTLE,WA98105     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    WORLD FOUNDATION FOR GIRL GUIDES
    PO BOX 6457-DEPT 276
    INDIANAPOLIS,IN46206     		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    Total .................................bullet 3a 1,301,500
    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....     14 452,505  
    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..... 525990 45,587 14 149,391  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -433,907  
    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).. 45,587 167,989 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    213,576
    (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 FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION
    Employer identification number

    43-6765664
    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 FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION         		Employer identification number
    43-6765664
    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
    COLUMBIA INVESTMENT COMPANY LLC
     
    2801 WOODSIDE STREET
     
    DALLAS, TX75204

    		$ 2,500,000


    (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 FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION         		Employer identification number

    43-6765664
    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 FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION         		Employer identification number

    43-6765664
    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 FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,310 0 0 8,310

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount
    NONE 0

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    CONGRUENT CREDIT OPPORTUNITIES FUND III LP   PURCHASED         COST 0 1,296  
    STRATEGIC PARTNERS VIII LP   PURCHASED         COST 0 -102  
    NGP NATURAL RESOURCES XI LP   PURCHASED         COST 0 -6,389  
    SPRINGBOK ENERGY FEEDER FUND, LLC   PURCHASED         COST 0 11  
    MERIT ENERGY PARTNERS H, LP   PURCHASED         COST 0 -121,266  
    MERIT ENERGY PARTNERS I, LP   PURCHASED         COST 0 -27,631  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LBA REALTY FUND III, INC 795,944 780,081
    GSO CAPITAL SOLUTIONS FUND II (C CORP) 135,078 77,827

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CONGRUENT CREDIT OPP FUND III AT COST 236,614 380,173
    CORRUM CAPITAL AVIATION PARTNERS AT COST 623,282 811,428
    CRESTLINE SPECIALTY LENDING (CAYMAN C) FUND AT COST 391,711 371,884
    GSO CAPITAL SOLUTIONS FUND II AT COST 21,175 21,175
    MERIT ENERGY PARTNERS H, LP AT COST 635,087 564,883
    MERIT ENERGY PARTNERS I, LP AT COST 447,380 446,430
    NB-ATHYRIUM OPPORTUNITIES FUND III LP AT COST 2,250,636 2,459,341
    NGP NATURAL RESOURCES XI LP AT COST 166,195 330,247
    OCM OPPORTUNITIES FUND V, LP AT COST 9,928 649
    OCM OPPORTUNITIES FUND VI, LP AT COST 6,625 210
    OHA EUROPEAN CREDIT FUND AT COST 28,710 162,847
    SPRINGBOK ENERGY FEEDER FUND AT COST 73,422 210,043
    STRATEGIC PARTNERS VIII LP AT COST 478,234 780,944
    TIFF MULTI-ASSET FUND AT COST 5,187,015 5,635,762
    CHARLES SCHWAB AT COST 8,705,940 11,434,529
    CORRUM CAPITAL AVIATION PARTNERS I-B AT COST 265,235 340,600

    TY 2020 LegalFeesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 38,738 0 0 38,738


    TY 2020 OtherAssetsSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DISTRIBUTION RECEIVABLE 28,794 27,103 27,103
    ACCOUNTS RECEIVABLE 3,119 15 15


    TY 2020 OtherDecreasesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Amount
    BOOK/TAX DIFFERENCES FROM PASSTHROUGHS 801,875
    NON DEDUCTIBLE FROM PASSTHROUGHS 652


    TY 2020 OtherExpensesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 207,313 207,313 0 0
    MANAGEMENT FEES 28,299 28,299 0 0
    MISCELLANEOUS 344 0 0 344
    BANK SERVICE CHARGES 12 0 0 12
    FEDERAL EXCISE TAXES -20,024 0 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT INCOME FROM PARTNERSHIPS 113,356 113,356 113,356
    ORDINARY INCOME/LOSS FROM PASSTHROUGH 45,587 45,587 45,587
    OTHER RENTAL INCOME FROM PASSTHROUGH 36,035 36,035 36,035


    TY 2020 OtherIncreasesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Amount
    BOOK/TAX DIFFERENCES -OTHER 2,118
    ROUNDING 1


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 1,250 0 0 1,250


    TY 2020 TaxesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 7,255 7,255 0 0