Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
DOUBLE 4 FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2360
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CASPER, WY82602
A Employer identification number

27-6378545
B Telephone number (see instructions)

(307) 237-9301
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$9,393,129
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 152,043 152,043  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 487,443
b Gross sales price for all assets on line 6a 1,592,366
7 Capital gain net income (from Part IV, line 2)... 487,443
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)....... 70 70  
12 Total. Add lines 1 through 11........ 639,556 639,556  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,766 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,901 8,901   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,667 8,901   0
25 Contributions, gifts, grants paid....... 491,000 491,000
26 Total expenses and disbursements. Add lines 24 and 25 508,667 8,901   491,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 130,889
b Net investment income (if negative, enter -0-) 630,655
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............. 18,765 6,592 6,592
2 Savings and temporary cash investments......... 669,426 246,724 246,724
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,700    
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) 3,192,103 Click to see attachment2,884,386 2,969,760
b Investments—corporate stock (attach schedule)....... 3,243,620 Click to see attachment3,555,725 5,370,784
c Investments—corporate bonds (attach schedule)....... 252,166 Click to see attachment816,066 799,269
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,377,780 7,509,493 9,393,129
Liabilities 17 Accounts payable and accrued expenses.......... 2,622  
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) Click to see attachment0 Click to see attachment3,446
23 Total liabilities (add lines 17 through 22)......... 2,622 3,446
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........ 7,375,158 7,506,047
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 7,375,158 7,506,047
30 Total liabilities and net assets/fund balances (see instructions). 7,377,780 7,509,493
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
7,375,158
2
Enter amount from Part I, line 27a .....................
2
130,889
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,506,047
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
7,506,047
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,441,191   1,104,923 336,268
b 151,175     151,175
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       336,268
b       151,175
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 487,443
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 8,766
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 8,766
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 8,766
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,320
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 5,320
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 3,446
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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)
    bulletWY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID L AND MELANIE A TRUE Telephone no.bullet (307) 237-9301

    Located atbullet455 N POPLARCASPERWY ZIP+4bullet82601
    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
    DAVID L TRUE TRUSTEE
    0.00
    0 0 0
    PO BOX 2360
    CASPER,WY82602
    MALANIE A TRUE TRUSTEE
    0.00
    0 0 0
    PO BOX 2360
    CASPER,WY82602
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    8,424,627
    b
    Average of monthly cash balances.......................
    1b
    577,714
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,002,341
    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
    9,002,341
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    135,035
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,867,306
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    443,365
    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
    443,365
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,766
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,766
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    434,599
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    434,599
    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
    434,599
    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
    491,000
    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
    491,000
    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
    491,000
    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 7 434,599
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 19,607
    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$ 491,000
    a Applied to 2019, but not more than line 2a 19,607
    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..... 434,599
    e Remaining amount distributed out of corpus 36,794
    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 36,794
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    36,794
    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.... 36,794
    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).)
    DAVID L TRUE
    MALANIE A TRUE
    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 e-mail address of the person to whom applications should be addressed:
    DAVID L MELANIE A TRUE
    PO BOX 2360
    CASPER,WY82602
    (307) 237-9301
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING WITH SUFFICIENT INFORMATION INCLUDED TO SUPPORT THAT THE APPLICANT MEETS RESTRICTIONS SET OUT IN (D) BELOW
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE PURPOSE OF THE FOUNDATION IS TO UTILIZE INCOME AND SUCH PORTIONS OF THE PRINCIPAL AS THE TRUSTEES DEEM APPROPRIATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR THESE PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE CODE.
    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
    12-24 CLUB INC
    500 S WOLCOTT SUITE 200
    CASPER,WY82601
      PUBLIC CHARITY PROVIDE A MEETING PLACE AND SUPPORT FOR PERSONS IN RECOVERY FROM ALCOHOL AND DRUG ADDICTIONS 4,000
    AMERICANS FOR PROSPERITY FOUNDATION
    1310 N COURTHOUSE RD NO 700
    ARLINGTON,VA22201
      PUBLIC CHARITY EDUCATION OF CITIZENS ABOUT ECONOMIC POLICY AND A RETURN OF FEDERAL GOVERNMENT TO ITS CONSTITUTIONAL LIMITS 10,000
    BOYS AND GIRLS CLUB OF CENTRAL WYOMING
    1701 E K ST
    CASPER,WY82601
      PUBLIC CHARITY TO INSPIRE ALL YOUTH, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE, AND CARING CITIZENS 2,000
    BUFFALO BILL CENTER OF THE WEST
    720 SHERIDAN AVE
    CODY,WY82414
      PUBLIC CHARITY TO INSPIRE, EDUCATE, AND ENGAGE GLOBAL AUDIENCES THROUGH AN AUTHENTIC EXPERIENCE WITH THE AMERICAN WEST 1,500
    CASA OF NATRONA COUNTY
    350 BIG HORN RD
    CASPER,WY82601
      PUBLIC CHARITY PROVIDE INDIVIDUALS TO SPEAK FOR THE BEST INTEREST OF CHILDREN REMOVED FROM THEIR HOME DUE TO ABUSE AND NEGLECT AND BROUGHT BEFORE THE COURT 24,000
    CASPER FAMILY YMCA
    1611 CASPER MOUNTAIN ROAD
    CASPER,WY82601
      PUBLIC CHARITY TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL 105,000
    CATHEDRAL HOME
    4989 N 3RD ST
    LARAMIE,WY82072
      PUBLIC CHARITY TO HELP YOUTH & FAMILIES ADDRESS TRAUMA AND FIND SAFETY, SUCCESS, AND PEACE 4,000
    CENTRAL WYOMING HOSPICE PROGRAM
    319 S WILSON
    CASPER,WY82601
      PUBLIC CHARITY PROVIDE END OF LIFE CARE FOR INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS 5,000
    CHAPS EQUINE ASSISTED THERAPY
    501 US-14
    SHERIDAN,WY82801
      PUBLIC CHARITY TO PROVIDE HIGH QUALITY EQUINE THERAPIES FOR YOUTH, ADULTS AND VETERANS WITH PHYSICAL, MENTAL, SOCIAL AND/OR PSYCHOLOGICAL DISABILITIES 5,000
    CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
    2020 E 12TH ST
    CASPER,WY82601
      PUBLIC CHARITY PROVIDE PREMIERE, FAMILY-FOCUSED, DEVELOPMENTALLY APPROPRIATE SERVICES FOR CHILDREN, FROM BIRTH TO THE AGE OF 21 4,000
    CHILDREN'S ADVOCACY PROJECT
    350 N ASH ST
    CASPER,WY82601
      PUBLIC CHARITY PROVIDES COORDINATED FORENSIC AND COMPREHENSIVE SERVICES FOR ALLEGED VICTIMS OF CHILD MALTREATMENT AND CHILDREN WHO WITNESS VIOLENCE IN ORDER TO MINIMIZE TRAUMA TO CHILDREN, TO BREAK THE CYCLE OF ABUSE AND TO FOSTER A MORE EFFECTIVE AND EFFICIENT COMMUNITY RESPONSE TO CHILD MALTREATMENT 10,000
    CLIMB WYOMING
    951 N POPLAR ST 100
    CASPER,WY82601
      PUBLIC CHARITY FOR LOW-INCOME SINGLE MOTHERS TO DISCOVER SELF-SUFFICIENCY THROUGH CAREER TRAINING AND PLACEMENT 5,000
    COMMUNIO INTERNATIONAL CATHOLIC REVIEW
    PO BOX 4557
    WASHINGTON,DC20017
      PUBLIC CHARITY FOR THE RENEWAL OF THEOLOGY IN CONTINUITY WITH THE LIVING CHRISTIAN TRADITION, AND THE CONTINUING DIALOGUE OF ALL BELIEVERS, PAST AND PRESENT 10,000
    DIOCESE OF CHEYENNE
    2121 CAPITOL AVE
    CHEYENNE,WY82001
      PUBLIC CHARITY CATHOLIC CHURCH 5,000
    FOOD BANK OF WYOMING
    10700 EAST 45TH AVENUE
    DENVER,CO80239
      PUBLIC CHARITY END HUNGER BY PROCURING AND DISTRIBUTING FOOD AND ESSENTIALS TO THE HUNGRY THROUGHOUT CO AND WY 5,000
    HEARTS TO HANDS
    123 S DURBIN ST
    CASPER,WY82601
      PUBLIC CHARITY TO DEMONSTRATE GOD'S COMMANDMENT OF LOVING THEIR NEIGHBOR THROUGH OUTREACH OF TIME, TALENT AND TREASURE. TO ACTIVELY USE THEIR SKILLS AND RESOURCES TO MEET THE NEEDS OF PEOPLE IN THE CASPER COMMUNITY AND BEYOND 12,000
    HOPE HOUSE
    4011 S OAK ST
    CASPER,WY82601
      PUBLIC CHARITY TO PROVIDE SUCCESSFUL REENTRY INTO THE COMMUNITY BY PROVIDING RECOVERY FOCUSED HOUSING, AND ECONOMIC STABILITY, TO MEN WHO HAVE BEEN RECENTLY RELEASED FROM INCARCERATION/TREATMENT. 5,000
    HUNTING WITH HEROES
    PO BOX 51736
    CASPER,WY82605
      PUBLIC CHARITY HELPING DISABLED VETERANS WITH HUNTING AND FISHING OUTDOORS 12,000
    I-REACH
    351 N LENNOX ST
    CASPER,WY82601
      PUBLIC CHARITY TO PROVIDE HIGH QUALITY, INNOVATIVE, INDIVIDUALIZED, THERAPEUTIC SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES 13,000
    INSTITUTE OF ENERGY RESEARCH
    1155 15TH ST NW
    WASHINGTON,DC20005
      PUBLIC CHARITY SUPPORT RESEARCH AND ANALYSIS OF GLOBAL ENERGY MARKETS 5,000
    INTERFAITH OF NATRONA COUNTY
    140 E K STREET SUITE 100
    CASPER,WY82601
      PUBLIC CHARITY PROVIDE IDENTIFICATION, DRIVERS LICENSES, UTILITY, RENTAL AND PRESCRIPTION ASSISTANCE, GASOLINE, BUS TICKETS, BIRTH CERTIFICATES, CLOTHING AND FOOD TO PERSONS AND FAMILIES LIVING AT OR BELOW THE POVERTY LEVEL 5,000
    IRIS HOUSE
    239 E H ST
    CASPER,WY82601
      PUBLIC CHARITY PROVIDES OPPORTUNITIES AND RESOURCES FOR FRIENDSHIP, EMPLOYMENT, HOUSING AND EDUCATION IN A CARING AND SAFE ENVIRONMENT 8,000
    JOEY'S FLY FISHING FOUNDATION
    109 S MAIN ST B
    SHERIDAN,WY82801
      PUBLIC CHARITY TO DEVELOP A SUPPORTIVE RELATIONSHIP BETWEEN CHILDREN AND QUALIFIED MENTORS THAT WILL LEAD TO LASTING RELATIONSHIPS AND POSITIVE LEARNING 12,000
    MEALS ON WHEELS FOUNDATION INC
    1760 E 12TH
    CASPER,WY82601
      PUBLIC CHARITY ASSIST ELDERLY AND HOMEBOUND PEOPLE OF NATRONA COUNTY 10,000
    MERCER FAMILY RESOURCE CENTER
    535 W YELLOWSTONE
    CASPER,WY82601
      PUBLIC CHARITY PROVIDES EDUCATION, COUNSELING AND REFERRAL SERVICES THAT BUILD STRONGER AND HEALTHIER YOUTH AND FAMILIES 3,000
    MIMI'S HOUSE
    PO BOX 2006
    CASPER,WY82602
      PUBLIC CHARITY ASSIST AND INSPIRE HOMELESS YOUTH TO BUILD SELF-SUFFICIENT LIVES 3,000
    NATRONA COUNTY PUBLIC LIBRARY FOUNDATION
    307 E 2ND STREET
    CASPER,WY82601
      PUBLIC CHARITY TO ENHANCE LIBRARY FUNDING FOR THE FUTURE, PROPELLING THE LIBRARY TOWARD EXCELLENCE FOR THE BENEFIT OF OUR DESERVING COMMUNITY 3,000
    NICOLAYSEN ART MUSEUM
    400 E COLLINS DRIVE
    CASPER,WY82601
      PUBLIC CHARITY TO COLLECT, PRESERVE AND EXHIBIT THE WORK OF CONTEMPORARY ARTISTS AND PRESENT IT TO THE COMMUNITY AS A VITAL SOURCE OF INSPIRATION AND EDUCATION 2,500
    OUR LADY OF FATIMA CATHOLIC CHURCH
    1401 CY AVE
    CASPER,WY82604
      PUBLIC CHARITY CATHOLIC CHURCH 5,000
    PLATTE RIVER TRAILS TRUST
    PO BOX 1228
    CASPER,WY82602
      PUBLIC CHARITY TO DEVELOP A RIVER PATHWAY WHILE PRESERVING THE SCENIC, NATURAL AND HISTORIC VALUE OF THE NORTH PLATTE RIVER, AND TO ASSIST WITH THE DEVELOPMENT OF A NETWORK OF TRAILS THAT CONTRIBUTE TO OUR COMMUNITY'S NON-MOTORIZED TRANSPORTATION OPTIONS, ECONOMIC VITALITY AND QUALITY OF LIFE 1,000
    RANCHING HERITAGE ASSOCIATION
    BOX 43201
    LUBBOCK,TX79409
      PUBLIC CHARITY TO PRESERVE THE HERITAGE OF THE RANCHING INDUSTRY IN NORTH AMERICA 2,000
    REACH 4A STAR RIDING ACADEMY
    4250 N 6 MILE RD
    CASPER,WY82604
      PUBLIC CHARITY TO IMPROVE THE OVERALL HEALTH, WELL-BEING AND QUALITY OF LIFE OF DIFFERENTLY-ABLED CHILDREN AND ADULTS IN OUR COMMUNITY. TO PROVIDE MEANINGFUL OPPORTUNITIES FOR PARTICIPATION IN REMEDIAL AND THERAPEUTIC, EQUINE ASSISTED ACTIVITIES AND EVENTS 5,000
    SAINT ANTHONY OF PADUA CHURCH
    604 S CENTER STREET
    CASPER,WY82601
      PUBLIC CHARITY CATHOLIC CHURCH 5,000
    SAINT ANTHONY TRI-PARISH CATHOLIC SCHOOL
    1145 W 20TH STREET
    CASPER,WY82604
      PUBLIC CHARITY DEDICATED TO ACHIEVING ACADEMIC EXCELLENCE IN A FAITH FILLED COMMUNITY,LIVING A LIFE COMMITTED TO CHRISTIAN SERVICE 10,000
    SAINT ANTHONY TRI-PARISH CATHOLIC SCHOOL FOUNDATION
    1145 W 20TH STREET
    CASPER,WY82604
      PUBLIC CHARITY PROVIDE FINANCIAL AND FUNDRAISING SUPPORT FOR ST. ANTHONY TRI-PARISH CATHOLIC SCHOOL 5,000
    SAINT JOSEPH'S CHILDREN'S HOME
    1419 MAIN STREET
    TORRINGTON,WY82240
      PUBLIC CHARITY PROVIDE COMMITMENT TO THE WHOLE CHILD ASSISTING IN SPIRITUAL, EMOTIONAL, ACADEMIC AND PHYSICAL GROWTH 5,000
    SETON HOUSE
    919 N DURBIN STREET
    CASPER,WY82601
      PUBLIC CHARITY TO HELP FAMILIES BECOME INDEPENDENT 5,000
    SIGMA CHI FOUNDATION
    1714 HINMAN AVE
    EVANSTON,IL60201
      PUBLIC CHARITY ESTABLISH EXPECTATIONS AND BUILD AND ADMINISTER AN ENDOWMENT THAT SUPPORTS LEADERSHIP AND SCHOLARSHIP PROGRAMS 1,500
    SPECIAL OLYMPICS WYOMING
    239 W 1ST STREET
    CASPER,WY82601
      PUBLIC CHARITY TO PROVIDE YEAR ROUND PARTICIPATION IN SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF WELL-COACHED OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES 3,000
    ST JOSEPH'S SOCIETY CLERGY RETIREMENT FUND OF THE DIOCESE OF CHEYENNE
    2121 CAPITOL AVE
    CHEYENNE,WY82001
      PUBLIC CHARITY FUND RETIREMENT PROGRAM OF DIOCESAN PRIESTS AND BISHOPS 1,000
    TROOPERS DRUM & BUGLE CORPS
    1801 EAST E STREET
    CASPER,WY82601
      PUBLIC CHARITY TO PROVIDE A YOUTH ACTIVITY WITH POSITIVE EDUCATIONAL EXPERIENCES THAT PROMOTE THE GROWTH AND DEVELOPMENT OF SPECIFIC LIFE SKILLS CONSISTENT WITH THE TROOPER TRADITION OF EXCELLENCE 4,000
    TROOPERS FOUNDATION
    302 S DAVID STREET NO 100
    CASPER,WY82601
      PUBLIC CHARITY ACQUIRE AND MANAGE INVESTMENT ASSETS TO PROMOTE AND SUPPORT THE TROOPERS DRUM AND BUGLE CORPS 5,000
    TRUE CARE WOMEN'S RESOURCE CENTER
    1746 S POPLAR STREET
    CASPER,WY82601
      PUBLIC CHARITY TO PROVIDE WOMEN WITH A COMPASSIONATE AND HOLISTIC APPROACH TO HEALTHCARE, ADDRESSING PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH 24,000
    UNITED WAY OF NATRONA COUNTY
    350 BIG HORN STE 100
    CASPER,WY82601
      PUBLIC CHARITY PROVIDED RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 12,500
    UNIVERSITY OF WYOMING COWBOY JOE CLUB
    1000 E UNIVERSITY AVE 3414
    LARAMIE,WY82071
      PUBLIC CHARITY THROUGH FINANCIAL INVESTMENT OF ALUMNI, FANS AND FRIENDS, IS COMMITTED TO PROVIDING THE UNIVERSITY OF WYOMING STUDENT-ATHLETE WITH THE OPPORTUNITY TO SUCCEED IN THE CLASSROOM, IN COMPETITION AND IN LIFE 1,000
    UNIVERSITY OF WYOMING FOUNDATION
    222 S 22ND STREET
    LARAMIE,WY82070
      PUBLIC CHARITY SECURING PRIVATE RESOURCES AND PROVIDING SUPPORT FOR THE UNIVERSITY OF WYOMING 4,000
    WESTERN STATE SAGE GROUSE RECOVERY
    1541 DIAMOND DRIVE
    CASPER,WY82601
      PUBLIC CHARITY CAPTIVE BREEDING AND RAISING OF THE GREATER SAGE-GROUSE TO ENSURE PRESERVATION OF THE SPECIES AND AVOID LISTING AS ENDANGERED 50,000
    WESTON COUNTY HEALTH SERVICES
    1124 WASHINGTON BLVD
    NEWCASTLE,WY82701
      PUBLIC CHARITY TO PROVIDE QUALITY HEALTHCARE IN A CARING ENVIRONMENT TO IMPROVE THE HEALTH OF OUR COMMUNITY 5,000
    WESTON COUNTY SENIOR SERVICES CENTER
    627 PINE ST
    NEWCASTLE,WY82701
      PUBLIC CHARITY TO OFFER OUR SENIOR CITIZENS OF WESTON COUNTY, WYOMING, A RANGE OF SERVICES THAT MAY HELP THEM MAINTAIN A CERTAIN PRIDE AND DIGNITY IN THEIR ELDER AGE; TO ENABLE THEM TO ACT FOR THEMSELVES IN A POSITIVE ATMOSPHERE; TO MAKE AVAILABLE TO THEM SERVICES THAT MAY ASSIST THEM IN DWELLING FULFILLED WITHIN THEIR CHOSEN DOMAIN; AND TO BE PEACEFUL AND CONTENTED FOR AS LONG AS IS HUMANLY POSSIBLE 10,000
    WYOMING AND COLORADO CHILDREN'S SOCIETY
    314 E 21ST STREET
    CHEYENNE,WY82001
      PUBLIC CHARITY SERVING CHILDREN AND FAMILIES AND STRENGTHENING THE FOUNDATION OF COMMUNITIES BY BUILDING STRONG FAMILIES 17,000
    WYOMING RESCUE MISSION
    230 N PARK ST
    CASPER,WY82601
      PUBLIC CHARITY TO OFFER A NURTURING, HEALING SPACE WHERE THOSE EXPERIENCING HOMELESSNESS, HUNGER, ADDICTION OR POVERTY ARE EMPOWERED TO TRANSFORM THEIR LIVES THROUGH THE LOVE OF CHRIST 5,000
    YOUTH CRISIS CENTER
    1656 E 12TH STREET
    CASPER,WY82609
      PUBLIC CHARITY PROVIDES AN OPPORTUNITY FOR FAMILIES IN TURMOIL TO HAVE TIME TO UTILIZE EXISTING COMMUNITY RESOURCES TO SOLVE THEIR PRESENT PROBLEMS 12,000
    Total .................................bullet 3a 491,000
    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....     14 152,043  
    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 ............
        18 487,443  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INTEREST INCOME - DEPT. OF THE TREASURY IRS
        14 70  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 639,556 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    639,556
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO LOW DURATION INSTL FD #36 142,561 137,555
    HARBOR BOND FUND CL R 102,686 102,028
    PIMCO TOTAL RETURN INSTL #35 117,219 111,147
    VANGUARD SHORT-TERM BOND INDX ADM #5132 125,706 124,691
    VANGUARD INTERMED-TERM BD INDX #5314 ADM 177,894 173,218
    FEDERATED HERMES OPPOR HIGH YIELD BND I #77 150,000 150,630

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DODGE & COX INTERNATIONAL STOCK #1048 204,209 240,474
    VANGUARD TOTAL INTL STOCK INDEX ADM #569 193,430 252,137
    VANGUARD DIVIDEND GROWTH #57 132,545 239,091
    VANGUARD 500 INDEX ADMIRAL #540 190,523 404,378
    T ROWE PRICE GROWTH STOCK INSTL 189,051 351,878
    DODGE & COX STOCK FUND #145 268,813 417,837
    VANGUARD SELECTED VALUE FUND 177,509 240,336
    T ROWE PRICE NEW HORIZONS INSTL 186,315 346,663
    HARBOR CAPITAL APPRECIATION CL R 202,668 421,235
    VANGUARD GROWTH INDEX ADMIRAL #509 229,756 401,742
    T ROWE PRICE EQUITY INCOME I CLASS 222,652 256,231
    VANGUARD VALUE INDEX ADMIRAL #506 313,265 402,527
    VANGUARD MID-CAP INDEX FUND ADMIRAL #5859 234,796 369,691
    VANGUARD MID CAP VALUE INDEX ADMIRAL #5835 191,371 253,785
    CONESTOGA SMALL CAP FUND INSTL 100,000 127,407
    VANGUARD SMALL-CAP VALUE INDEX ADM #5860 78,438 116,425
    DELAWARE SMALL CAP CORE INSTL 50,611 82,490
    VANGUARD SMALL-CAP INDEX FD ADMIRAL #548 103,855 156,501
    DFA US LARGE COMPANY INSTL 285,918 289,956

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    US Government Securities - End of Year Book Value:

    2,884,386
    US Government Securities - End of Year Fair Market Value:

    2,969,760
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 OtherExpensesSchedule
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUST DEPARTMENT FEES 8,901 8,901   0


    TY 2020 OtherIncomeSchedule2
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INTEREST INCOME - DEPT. OF THE TREASURY IRS 70 70 70


    TY 2020 OtherLiabilitiesSchedule
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    Description Beginning of Year - Book Value End of Year - Book Value
    TAXES PAYABLE 0 3,446


    TY 2020 TaxesSchedule
    Name:
    DOUBLE 4 FOUNDATION
    EIN:
    27-6378545
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 8,766 0   0