TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 BETTY AND BOB FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)437 WASHINGTON COURT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
FORT MEYERS BEACH, FL33931

A Employer identification number

38-3353832

B Telephone number (see instructions)

(248) 952-5000

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,181,177J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	5,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	18,573		18,462
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		281,923
b	Gross sales price for all assets on line 6a 628,549
7	Capital gain net income (from Part IV, line 2)...			330,133
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	305,496		348,595
13	Compensation of officers, directors, trustees, etc.	12,000		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,025	0	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		725	725	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		10,895	10,895	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	26,645		11,620	0
25	Contributions, gifts, grants paid.......	2,000			2,000
26	Total expenses and disbursements. Add lines 24 and 25	28,645		11,620	2,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	276,851
b	Net investment income (if negative, enter -0-)			336,975
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	41,098	50,455	50,455
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	100,818	103,330	107,314
	b	Investments—corporate stock (attach schedule).......	459,405	704,649	899,084
	c	Investments—corporate bonds (attach schedule).......	86,666	104,624	109,748
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	12,796	14,576	14,576
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	700,783	977,634	1,181,177
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	700,783	977,634
	29	Total net assets or fund balances (see instructions).....	700,783	977,634
	30	Total liabilities and net assets/fund balances (see instructions).	700,783	977,634

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

700,783

Enter amount from Part I, line 27a .....................

276,851

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

977,634

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

977,634

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	MORGAN STANLEY 126123 - PUBLICLY TRADED SECURITIES		2004-12-31	2020-04-03
b	MORGAN STANLEY 16928- PUBLICLY TRADED SECURITIES
c	MORGAN STANLEY 16928 - PUBLICLY TRADED SECURITIES
d	2477 SHS CARRIER GLOBAL CORP		2004-12-31	2020-12-22
e	1238 SHS OTISWORLDWIDE CORP		2004-12-31	2020-12-22
	2477 SHS RAYTHEON TECH CORP		2004-12-31	2020-12-22
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	21	4	17
b	105,928	105,328	600
c	174,069	160,473	13,596
d	94,602	6,097	88,505
e	81,512	8,522	72,990
	172,371	17,992	154,379
	46		46

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			17
b			600
c			13,596
d			88,505
e			72,990
			154,379
			46

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	330,133
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	4,684
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	4,684
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	4,684
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	4,437
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	9,437
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,753
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax4,753	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

REHMANN ROBSON Telephone no. bullet

(248) 952-5000

Located at bullet

1500 W BIG BEAVER RD 2ND FLTROYMI ZIP+4 bullet

48084

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
JULIE FOSTER	PRESIDENT/SECRETARY/TREASURER 1.00	12,000	0	0
437 WASHINGTON COURT FT MYERS BEACH,FL33931	PRESIDENT/SECRETARY/TREASURER 1.00	12,000	0	0

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...................				0

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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

979,614

Average of monthly cash balances.......................

50,958

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,030,572

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,030,572

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

15,459

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,015,113

Minimum investment return. Enter 5% of line 5..................

50,756

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.)

Minimum investment return from Part X, line 6....................

50,756

Tax on investment income for 2020 from Part VI, line 5......

4,684

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

4,684

Distributable amount before adjustments. Subtract line 2c from line 1............

46,072

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

46,072

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

46,072

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

2,000

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

2,000

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)

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					46,072
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	37,439
b From 2016......
c From 2017......
d From 2018......
e From 2019......	145,985
fTotal of lines 3a through e........		183,424
4Qualifying distributions for 2020 from Part
XII, line 4: $ 2,000
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					2,000
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2020.		44,072			44,072
(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		139,352
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 ......		139,352
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....	139,352
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST RAPHAEL'S EPISCOPAL CHURCH 5601 WILLIAMS STREET FORT MYERS,FL33931	NONE	501(C)3	PROMOTE RELIGIOUS TEACHINGS	1,000
ADULT & TEEN CHALLENGE 5646 SEVENTH AVENUE FT MYERS,FL33907	NONE	501(C)3	PROVIDES CHRISTIAN FAITH-BASED RESIDENTIAL CARE TO YOUNG PEOPLE AND ADULTS WHO STRUGGLE WITH LIFE-CONTROLLING PROBLEMS	1,000
Total ................................. 3a				2,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	18,573
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	281,923
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		300,496	0

13Total. Add line 12, columns (b), (d), and (e)..................

300,496

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

THE BETTY AND BOB FOUNDATION INC

Employer identification number

38-3353832

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 BETTY AND BOB FOUNDATION INC

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	JULIE FOSTER 437 WASHINGTON COURT FT MYERS BEACH, FL33931	$ 5,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 BETTY AND BOB FOUNDATION INC		Employer identification number 38-3353832

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 BETTY AND BOB FOUNDATION INC			Employer identification number 38-3353832
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

TY 2020 AccountingFeesSchedule

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	3,025	0		0

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3000 GOLDMAN SACHS	3,003	3,027
5000 AMERICAN INTL GROUP	5,142	5,618
5000 CITIGROUP INC	4,980	5,653
4000 WELLS FARGO & CO	4,246	4,147
511 SHS VANGUARD TOTAL INTL BOND EFT	28,513	29,919
4000 AMAZON	3,857	4,554
5000 COMCAST CORP	5,273	5,501
5000 CVS HEALTH CORP	5,167	5,358
4000 VERIZON COMMUNICATIONS	4,068	4,383
5000 BANK OF AMERICA	5,413	5,648
3000 ENTERPRISE PRODUCTS OPERATING	3,064	3,326
8 SHS SPDR SER TRUST BBF BCL 1 3 ETF	732	732
5000 SHS ABBVIE INC	5,416	5,452
5000 SHS PEPSICO INC	5,344	5,341
3000 SHS INTEL CORP	3,371	3,336
4000 SHS MCDONALDS CORP	4,644	4,589
4000 SHS GENERAL ELECTRIC CO	3,807	4,572
4000 SHS UNITEDHEALTH GROUP INC	4,260	4,243
4000 SHS JPMORGAN CHASE & CO	4,324	4,349

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

Name of Stock	End of Year Book Value	End of Year Fair Market Value
56 SHS CHEVRON CORP	5,498	4,729
36 SHS AUTOMATIC DATA PROCESSING	5,530	6,343
38 SHS REALTY INCOME CORP	2,305	2,362
21 ILL TOOL WORKS	3,406	4,281
10 SHS LYONDELLBASELL NV	821	917
48 SHS MARSH & MCLENNAN COS INC	4,599	5,616
12 SHS BLACKROCK INC	6,387	8,658
52 SHS ABBOTT LABORATORIES	3,901	5,693
47 SHS NESTLE SPON	4,435	5,537
15 SHS MASTERCARD INC	2,554	5,354
26 SHS VERISK ANALYTICS	3,339	5,397
19 SHS AMERICAN TOWER REIT	4,176	4,265
68 SHS GLOBAL PAYMENT INC	10,162	14,649
51 SHS MEDTRONIC PLC	5,070	5,974
149 SHS TENCENT HLDGS	6,415	10,712
25 SHS DANAHER CORP	3,683	5,554
39 SHS SEMPRA ENERGY	4,700	4,969
12 SHS SHERWIN WILLIAMS	5,591	8,819
32 SHS ALIBABA GROUP HOLDING	4,144	7,447
141 SHS FISERV INC WI	12,070	16,054
39 SHS TELEFLEX INC	12,441	16,051
45 SHS STERIS PLC	5,421	8,529
48 SHS CROWN CASTLE INTL	5,712	7,641
52 SHS DIAGEO PLC	7,050	8,258
21 SHS LOCKHEED MARTIN CORP	6,241	7,455
38 SHS HOME DEPOT INC	7,344	10,094
158 SHS AIR PROD & CHEM	5,992	8,197
72 SHS PAYCHEX INC	5,633	6,709
57 SHS WEC ENERGY GROUP	4,212	5,246
34 SHS THERMO FISHER SCIENTIFIC	11,304	15,837
202 SHS VINCI SA ADR	3,819	5,034
18 SHS O'REILLY AUTOMOTIVE INC	6,429	8,146
82 SHS ROSS STORES	7,200	10,070
10 SHS JOHNSON AND JOHNSON	1,326	1,574
12 SHS AMGEN GROUP	2,285	2,759
26 SHS HONEYWELL INTERNATIONAL	4,148	5,530
54 SHS VISA INC	8,675	11,811
179 SHS NEXTERA ENERGY	9,305	13,810
131 SHS JPMORGAN CHASE & CO	13,077	16,646
153 SHS CISCO SYS	5,766	6,847
69 SHS TEXAS INSTRUMENTS	8,008	11,325
158 SHS TRUIST FINL CORP	6,735	7,573
43 SHS MICROSOFT CORP	5,618	9,564
24 SHS CDN PACIFIC	3,616	8,321
132 SHS DENTSPLY SIRONA	7,317	6,912
172 SHS IBERDROLA SA	4,926	9,890
63 SHS PEPSICO	7,905	9,343
19 SHS WHITE MOUNTAIN	17,225	19,013
126 SHS INFINEON TECH	2,011	4,857
236 SHS FERROVIAL S A	4,209	6,554
303 SHS US BANCORP COM NEW	13,768	14,117
267 SHS TJX COS INC	14,059	18,233
1297 SHS ELECTRICITE DE FRANCE	2,148	4,034
88 SHS BALL CORP	6,550	8,200
6 SHS MARKEL CORP	5,749	6,200
44 SHS ADIDAS AG	5,049	8,052
18 SHS BROADCOM INC	6,488	7,881
30 SHS COOPER CO INC	9,472	10,900
30 SHS ELI LILLY	4,196	5,065
86 SHS KERING S A	4,087	6,231
28 SHS MCDONALDS CORP	5,179	6,008
123 SHS MONDELEZ INTL INC	6,633	7,192
27 SHS PHILLIPS 66	2,348	1,888
763 SHS RECRUIT HOLDINGS CO	4,017	6,417
180 SHS SAFRAN SA	5,783	6,383
90 SHS STARBUCKS CORP	7,313	9,628
209 SHS ABB LTD	4,480	5,844
6 SHS ALPHABET INC	9,336	10,511
57 SHS AMADEUS IT GROUP	4,063	4,283
458 SHS ENEL SOCIETA PER AZIONR	3,395	4,649
780 SHS ERICSSON LM TEL	6,343	9,321
12 SHS EVERSOURCE ENERGY COM	959	1,038
64 SHS FIDELITY NATL INFORMATION SE	8,145	9,053
126 SHS KNORR BREMSE	2,973	4,255
127 SHS KUEHNE & MAGEL	4,343	5,777
110 SHS LONZA GROUP	3,444	7,049
108 SHS MEITUAN DIANPING	2,600	8,086
134 SHS NINTENDO CO	5,177	10,790
35 SHS PNC FINC SVCS	5,036	5,215
46 SHS PROLOGIS INC	4,262	4,584
268 SHS SIKA AG	4,302	7,298
722 SHS Z HLDGS CORP	4,368	8,751
46 SHS COCA COLA CO	2,366	2,523
80 SHS COMCAST CORP	5,145	4,192
70 SHS ABBVIE INC	6,350	7,501
35 SHS ACTIVISION BLIZZARD INC	3,120	3,250
20 SHS AGILENT TECHNOLOGIES	2,359	2,370
12 SHS AGORA INC	531	475
158 SHS AIR LIQUIDE ADR	5,187	5,197
16 SHS ALLEGION PUB LTD CO	1,806	1,862
46 SHS AMETEK INC NEW	3,909	5,563
140 SHS ANHUI CONCH CEMENT ADR	4,992	4,337
31 SHS APPLE INC	4,111	4,114
268 ARAMARK HOLDINGS CORP	6,918	10,313
7 SHS ASML HOLDING NV NY REG NEW	1,999	3,414
15 SHS AUTODESK INC DELAWARE	2,831	4,580
38 SHS BILIBILI INC	1,123	3,257
28 SHS CAESARS ENTERTAINMENT INC NEW	2,059	2,080
47 SHS CALLAWAY GOLF COMPANY	1,147	1,128
84 SHS CDW CORPORATION	10,253	11,070
242 SHS CHINA MERCHANTS BK CO LTD UNSP	6,509	7,568
46 SHS CHINDATA GROUP HLDGS LTD ADS	711	1,102
134 SHS CITIGROUP INC NEW	6,311	8,262
43 CITIZENS FINANCIAL GROUP INC	1,488	1,538
32 SHS CME GROUP INC	5,560	5,826
11 SHS DINE BRANDS GLOBAL INC	709	638
25 SHS EATON CORP PLC SHS	2,784	3,004
27 SHS EDWARD LIFESCIENCES CORP	2,385	2,463
22 SHS EVERCORE INC CLASS A	2,368	2,412
5 SHS FACEBOOK INC CL-A	1,338	1,366
14 SHS FERRARI N V	2,679	3,213
100 SHS GODADDY INC	8,632	8,295
12 SHS HCA HEALTHCARE INC	1,961	1,974
33 SHS HORIZON THERAPEUTICS PUB LTD	2,247	2,414
295 SHS INTESA SANPAOLO SPA ADR	4,273	4,174
9 SHS INTUIT INC	3,415	3,419
102 SHS KONE OYJ ADR	3,083	4,145
23 SHS L3HARRIS TECHNOLOGIES INC	4,190	4,347
185 SHS LASERTEC CORP ADR	3,261	4,446
25 SHS LINDE PLC	4,580	6,588
52 SHS LVMH MOET HENNESSY LOUIS VUITT	4,787	6,486
19 SHS MARTIN MARIETTA MATERIALS	4,678	5,395
119 SHS MERCK & CO INC NEW COM	9,434	9,734
767 SHS MITSUBISHI UFJ FINCL GRP ADS	3,511	3,398
10 SHS MOTOROLA SOLUTIONS INC	1,673	1,701
15 SHS NEUROCRINE BIOSCIENCES INC	1,505	1,438
16 SHS NIKE INC B	2,287	2,264
63 SHS NIO INC SPON ADS	1,187	3,071
30 SHS PROCTOR & GAMBLE	3,879	4,174
49 SHS QUALCOMM INC	6,721	7,465
79 SHS ROCHE HOLDINGS ADR	3,290	3,463
207 SHS SCHNEIDER ELEC SA UNSP ADR	4,444	5,993
44 SHS SHISEIDO LTD SPON ADR	2,740	3,049
46 SHS SONY CORP ADR	3,448	4,651
84 SHS SWEDISH MATCH AB UNSPON ADR	2,948	3,246
30 SHS SYNOVUS FINANCIAL CORP	960	971
24 SHS T-MOBILE US INC	3,170	3,236
38 SHS TAIWAN SMCNDCTR MFG CO LTD ADR	2,042	4,144
27 SHS TIMKEN CO	2,055	2,089
133 SHS TOTAL S A ADR	4,786	5,574
69 SHS TRANSUNION	6,663	6,846
4 SHS TYLER TECHNOLOGIES INC	1,745	1,746
8 SHS UNITED PARCEL SER INC CL-B	1,375	1,347
7 SHS UNITEDHEALTH GP INC	2,352	2,455
84 SHS VERIZON COMMUNICATIONS	4,714	4,935
43 SHS VERRA MOBILITY CORPORATION	576	577
38 SHS WALT DISNEY CO HLDG CO	4,757	6,885
25 SHS WESTERN ALLIANCE BANCORP	1,481	1,499
42 SHS WILLSCOT MOBIL MINI HOLDN CL A	950	973

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

US Government Securities - End of Year Book Value:

103,330

US Government Securities - End of Year Fair Market Value:

107,314

State & Local Government Securities - End of Year Book Value:

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

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
14576 INVESCO PREMIER TE FUND	AT COST	14,576	14,576

- TIN:

TY 2020 OtherExpensesSchedule

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT AND ADVISORY FEES	10,895	10,895		0

- TIN:

TY 2020 TaxesSchedule

Name:

THE BETTY AND BOB FOUNDATION INC

EIN:

38-3353832

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	725	725		0