Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE FANWOOD FOUNDATION
C/O BESSEMER TRUST
Number and street (or P.O. box number if mail is not delivered to street address)1271 AVENUE OF AMERICAS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

13-6051922
B Telephone number (see instructions)

(516) 508-9623
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$15,062,804J 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) 15,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 215,638 213,822  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 551,171
b Gross sales price for all assets on line 6a 4,048,351
7 Capital gain net income (from Part IV, line 2)... 551,171
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........ 781,809 764,993  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,100 0   38,100
14 Other employee salaries and wages...... 15,000 0   15,000
15 Pension plans, employee benefits....... 19,474 0   19,474
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 0   6,000
c Other professional fees (attach schedule).... Click to see attachment 72,495 52,674   19,821
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,267 4,224   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 46,784 0   46,784
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 214,120 56,898   145,179
25 Contributions, gifts, grants paid....... 553,300 553,300
26 Total expenses and disbursements. Add lines 24 and 25 767,420 56,898   698,479
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,389
b Net investment income (if negative, enter -0-) 708,095
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............. 478,962 423,571 423,571
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   119    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,362,793 Click to see attachment9,879,822 12,772,804
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,383,292 Click to see attachment1,617,074 1,866,429
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) 12,225,166 11,920,467 15,062,804
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,225,166 11,920,467
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)..... 12,225,166 11,920,467
30 Total liabilities and net assets/fund balances (see instructions). 12,225,166 11,920,467
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
12,225,166
2
Enter amount from Part I, line 27a .....................
2
14,389
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
44
4
Add lines 1, 2, and 3 ..........................
4
12,239,599
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
319,132
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,920,467
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 P    
b PUBLICLY TRADED SECURITIES P    
c PASSTHROUGH ENTITY P    
d CAPITAL GAINS DIVIDENDS P    
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 641,137   599,500 41,637
b 3,309,770   3,073,973 235,797
c       176,293
d 97,444     97,444
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       41,637
b       235,797
c       176,293
d       97,444
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 2 551,171
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 9,843
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 9,843
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 9,843
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,041
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,041
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,198
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10,198 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    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 ofbulletBESSEMER TRUST Telephone no.bullet (212) 708-9216

    Located atbullet1271 AVENUE OF AMERICASNEW YORKNY ZIP+4bullet10020
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WHITNEY STEVENS TRUSTEE
    5.00     		0 0 0
    C/O BESSEMER TR -1271 AVENUE OF
    AMERICAS
    NEW YORK,NY10020
    J WHITNEY STEVENS TRUSTEE
    5.00     		15,000 0 0
    C/O BESSEMER TR -1271 AVENUE OF
    AMERICAS
    NEW YORK,NY10020
    MELANIE READ TRUSTEE
    5.00     		0 0 0
    C/O BESSEMER TR -1271 AVENUE OF
    AMERICAS
    NEW YORK,NY10020
    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
    13,029,043
    b
    Average of monthly cash balances.......................
    1b
    596,754
    c
    Fair market value of all other assets (see instructions)................
    1c
    318,032
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,943,829
    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
    13,943,829
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    209,157
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,734,672
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    686,734
    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
    686,734
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,843
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,843
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    676,891
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    676,891
    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
    676,891
    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
    698,479
    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
    698,479
    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
    698,479
    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 7 676,891
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 651,965
    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$ 698,479
    a Applied to 2019, but not more than line 2a 651,965
    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..... 46,514
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		630,377
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    J WHITNEY STEVENS
    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:
    WHITNEY STEVENS
    18 EAST 41ST STREET
    NEW YORK,NY10017
    (516) 508-9682
    bThe form in which applications should be submitted and information and materials they should include:
    BUDGET, EXPLANATION, AUDIT AND 501(C)3 LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ANDOVER ALUMNI FUND CLASS OF 1944
    180 MAIN STREET
    ANDOVER,MA01810     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    ANDOVER ALUMNI FUND CLASS OF 1969
    180 MAIN STREET
    ANDOVER,MA01810     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    THE BREARLEY SCHOOL
    610 EAST 83RD STREET
    NEW YORK,NY10028     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    CAMBRIDGE IN AMERICA
    PO BOX 9123
    NEW YORK,NY10087     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    GIFTED MUSIC SCHOOL
    183 SOUTH 600 EAST
    SALT LAKE CITY,UT84102     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    INSTITUTE FOR RECRUITMENT OF TEACHERS
    180 MAIN STREET
    ANDOVER,MA01810     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    RAY & NELL JOHNSON SCHOLARSHIP FUND
    PO BOX 95021 WELLS FARGO
    HENDERSON,NV89009     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    KINGS SCHOOL OF CANTERBURY (CAF AMERICA)
    1800 DIAGONAL ROAD SUITE 150
    ALEXANDRIA,VA22314     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    MONTANA STATE UNIVERSITY
    PO BOX 172360
    BOZEMAN,MT59717     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PRINCETON UNIVERSITY CLASS OF 1948
    PO BOX 5357
    PRINCETON,NJ08543     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    PRINCETON UNIVERSITY CLASS OF 1973
    PO BOX 5357
    PRINCETON,NJ08543     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    PRINCETON UNIVERSITY CLASS OF 1986
    PO BOX 5357
    PRINCETON,NJ08543     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PRINCETON UNIVERSITY ART MUSEUM
    PO BOX 5357
    PRINCETON,NJ08543     		N/A PUBLIC CHARITY GENERAL PURPOSE 10,000
    PRINCETON UNIVERSITY ART MUSEUM (NEW BUILDING)
    PO BOX 5357
    PRINCETON,NJ08543     		N/A PUBLIC CHARITY GENERAL PURPOSE 25,000
    TETON SCIENCE SCHOOL
    700 COYOTE CANYON ROAD
    JACKSON,WY83001     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    TRINITY SCHOOL
    139 WEST 91ST STREET
    NEW YORK,NY10024     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    UNIVERSITY OF SOUTHERN UTAH VETERINARY MEDICINE
    351 WEST UNIVERSITY BLVD
    CEDAR CITY,UT84710     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,800
    WARDLAW-HARTRIDGE SCHOOL
    1295 INMAN AVENUE
    EDISON,NJ08820     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    WEST POINT FUND
    698 MILL ROAD
    WEST POINT,NY10996     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    ARTHRITIS NATIONAL RESEARCH FOUNDATION
    5354 EAST SECOND STREET SUITE 201
    LONG BEACH,CA90803     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FISHER CENTER FOR ALZHEIMERS RESEARCH
    110 EAST 42ND STREET 16TH FLOOR
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HOSPITAL FOR SPECIAL SURGERY
    525 EAST 70TH STREET
    NEW YORK,NY10021     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    HUNTSMAN CANCER INSTITUTE
    2000 CIRCLE OF HOPE
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    LAM FOUNDATION
    4520 COOPER ROAD SUITE 300
    CINCINNATI,OH45242     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    MOUNT SINAI-ROOSEVELT HOSPITAL
    1 GUSTAVE L LEVY PLACE
    NEW YORK,NY10029     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    MULTIPLE SCLEROSIS SOCIETY UTAH SOUTHERN IDAHO CHAPTER
    1400 FOOTHILL BLVD SUITE 200
    SALT LAKE CITY,UT84108     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PRIMARY CHILDREN'S HOSPITAL
    100 NORTH MARIO CAPECCHI DRIVE
    SALT LAKE CITY,UT84113     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,600
    ROGOSIN INSTITUTE
    504-506 EAST 74TH STREET
    NEW YORK,NY10021     		N/A PUBLIC CHARITY GENERAL PURPOSE 8,500
    SCOTTISH RITES LANGUAGE DISORDERS CLINIC
    1304 13TH STREET SOUTH
    GREAT FALLS,MT59405     		N/A PUBLIC CHARITY GENERAL PURPOSE 8,000
    SOUTHHAMPTON HOSPITAL
    240 MEETING HOUSE LANE
    SOUTHHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    WEILL CORNELL MEDICINE
    1300 YORK AVENUE
    NEW YORK,NY10065     		N/A PUBLIC CHARITY GENERAL PURPOSE 12,500
    ACCION
    10 FAWCETT STREET SUITE 204
    CAMBRIDGE,MA02138     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    ACLU FOUNDATION OF UTAH
    355 NORTH 300 WEST
    SALT LAKE CITY,UT84103     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    ADOPT A NATIVE ELDER PROGRAM
    328 WEST GREGSON AVENUE
    SALT LAKE CITY,UT84115     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    AERO
    PO BOX 1558
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 750
    AMERICAN BOARD OF PSYCHOANALYSIS
    501 SOUTH CHERRY STREET SUITE 1100
    DENVER,CO80246     		N/A PUBLIC CHARITY GENERAL PURPOSE 10,000
    AMERICAN RIVERS
    1101 14TH STREET
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    AMNESTY INTERNATIONAL
    5 PENN PLAZA 16TH FLOOR
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    ANIMAL RESCUE FUND OF THE HAMPTONS
    DANIELS HOLE ROAD
    WAINSCOTT,NY11975     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    ARTEMIS COMMON GROUND
    PO BOX 748
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    ASSOCIATION OF EMPLOYMENT PROGRAMS FOR HOMELESS
    114 GREENE STREET 5TH FLOOR
    NEW YORK,NY10012     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    BELIZE ZOO
    1401 WEST SAGE STREET
    TUCSON,AZ85705     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    BEST FRIENDS ANIMAL SHELTER
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    BLUEGREEN ALLIANCE FOUNDATION
    1399 GODWARD STREET NE SUITE 2625
    MINNEAPOLIS,MN55413     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    BRIGHT EYES ANIMAL SHELTER
    PO BOX 1498
    CHOTEAU,MT59422     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    CAMPAIGN FOR HUMAN RIGHTS
    137 MONTAGUE STREET
    BROOKLYN,NY11201     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    CANADIAN PARKS AND WILDERNESS SOCIETY
    250 CENTER CITY AVENUE
    OTTAWA,ONTARIO  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    CANYON CREEK FIRE DEPARTMENT
    PO BOX 464
    CANYON CREEK,MT59633     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    CANYONLANDS FIELD INSTITUTE
    PO BOX 68
    MOAB,UT84532     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    CAREGIVER RELIEF FUND
    332 SOUTH 1400 EAST SUITE 150
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,300
    CASTLE CROWN WILDERNESS COALITION
    PO BOX 2621 PINCHER CREEK
    PINCHER CREEK,ALBERTA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 900
    CENTER FOR LARGE LANDSCAPE CONSERVATION
    PO BOX 1587
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,300
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10015     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,250
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,250
    CLARK FORK COALITION
    PO BOX 7593
    MISSOULA,MT59807     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    CLASSICAL 89 (KBYU)
    BRIGHAM YOUNG UNIVERSITY
    PROVO,UT84602     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    COLORADO PUBLIC RADIO
    7409 SOUTH ALTON COURT
    CENTENNIAL,CO80112     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    COMMENTARY INC
    561 SEVENTH AVENUE 16TH FL
    NEW YORK,NY10138     		N/A PUBLIC CHARITY GENERAL PURPOSE 300
    CONSERVATION FUND
    1655 N FORT MEYER DRIVE SUITE 1300
    ARLINGTON,VA22209     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    THE COUSTEAU SOCIETY
    4 EAST 27TH STREET
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    CROSSROADS URBAN CENTER
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    DEFENDERS OF WILDLIFE
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,500
    DUCKS UNLIMITED
    ONE WATERFRONT WAY
    MEMPHIS,TN38120     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    EARTH JUSTICE LEGAL DEFENSE FUND
    50 CALIFORNIA STREET STE 500
    SAN FRANCISCO,CA94111     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    EARTH WATCH INSTITUTE
    114 WESTERN AVENUE
    BOSTON,MA02134     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    EARTHWORKS
    1612 K STREET NW STE 808
    WASHINGTON,DC20006     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ECO-FLIGHT
    307 ASPEN AIRPORT BUS CENTER
    ASPEN,CO81611     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ECO-TRUST
    721 NW NOTH AVE STE 200
    PORTLAND,OR97209     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE
    WASHINGTON,DC20003     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    EUTOPA CAT SANCTUARY
    8945 DOUGLAS CENTER
    HELENA,MT59602     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    EXPLORATION WORKS
    995 CAROUSEL WAY
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FAUNA WEST WILDLIFE CONSULTANTS
    PO BOX 890
    TOWNSEND,MT59644     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,800
    FINCA
    1201 15TH STREET NW
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FOUNDATION FOR ANIMALS
    PO BOX 389
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    GARDEN CITY HARVEST
    PO BOX 205
    MISSOULA,MT59806     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    GLOBAL INVESTMENT FOUNDATION FOR TOMORROW (GIFT)
    1702 NORTH PARK PLAZA
    WILMINGTON,DE19806     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    GIRLS INC OF NEW YORK CITY
    120 WALL STREET 18TH FLOOR
    NEW YORK,NY10005     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    GLACIER INSTITUTE
    137 MAIN STREET
    KALISPELL,MT59903     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    GLOBAL LINKS
    700 TRUMBULL DRIVE
    PITTSBURGH,PA15205     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,500
    GOBI BEAR FUND
    PO BOX 80843
    FAIRBANKS,AK99708     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    GRAND STREET THEATER
    PO BOX 1258
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    GREATER YELLOWSTONE COALITION
    218 SOUTH WALLACE
    BOZEMAN,MT59715     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,500
    GREENPEACE
    792 H STREET NW STE 300
    WASHINGTON,DC20001     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    GUGGENHEIM FOUNDATION WORKS AND PROCESS
    708 THIRD AVENUE STE 1005
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 30,000
    SOLOMON R GUGGENHEIM MUSEUM
    1071 FIFTH AVENUE
    NEW YORK,NY10128     		N/A PUBLIC CHARITY GENERAL PURPOSE 140
    HAWK WATCH INTERNATIONAL
    2240 SOUTH 900 EAST
    SALT LAKE CITY,UT84106     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    HEADWATERS ECONOMICS
    PO BOX 7059
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    HEARTLAND INSTITUTE
    3939 NORTH WILKE ROAD
    ARLINGTON HEIGHTS,IL60004     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    HELENA CIVIC ASSOCIATION
    1015 POPLAR STREET
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    HIGH COUNTRY NEWS
    PO BOX 1090
    PAONIA,CO81428     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    HISTORIC DISTRICTS COUNCIL
    232 EAST 11TH STREET
    NEW YORK,NY10003     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    HUMANE SOCIETY HEART OF THE VALLEY
    PO BOX 1139
    BOZEMAN,MT59719     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    HUMANE SOCIETY LEWIS AND CLARK
    2112 E CUSTER AVENUE
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    HUMANE SOCIETY OF UTAH
    4242 SOUTH 300 WEST
    MURRAY,UT84107     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    INDIAN LAW RESOURCE CENTER
    602 NORTH EWING STREET
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,800
    INSTITUTE FOR CAREER DEVELOPMENT
    123 WILLIAM STREET STE 500
    NEW YORK,NY10038     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,900
    KUED (PBS UTAH)
    101 SOUTH WASATCH DRIVE ROOM 215
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    KUSM
    MONTANA STATE UNIVERSITY
    BOZEMAN,UT59717     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PAUL KOSTER MEMORIAL BENEFIT
    35 ROBIN HOOD LANE
    SOUTHHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    LDS CHARITIES
    50 EAST NORTH TEMPLE
    SALT LAKE CITY,UT84150     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,500
    LDS EARTH STEWARDSHIP
    PO BOX 1476
    SALT LAKE CITY,UT84110     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    LAKE AGAWAM CONSERVANCY
    422 FIRST NECK LANE
    SOUTHHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 25,000
    THE LAND INSTITUTE
    2440 EAST WATERWELL ROAD
    SALINA,KS67401     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,800
    LAND TRUST ALLIANCE
    120 HICKORY STREET STE 808
    MISSOULA,MT59807     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    THE LAND TRUST FOR MISSISSIPPI COASTAL PLAIN
    955 HOWARD STREET
    BILOXI,MS39530     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    LANDON'S LEGACY FOUNDATION
    PO BOX 80542
    BILLINGS,MT59108     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    LIGHT HAWK
    PO BOX 2710
    TELLURIDE,CO81435     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    MALABAR FARM FOUNDATION
    4050 BROMFIELD ROAD
    LUCAS,OH44843     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    THE MANHATTAN INSTITUTE
    52 VANDERBILT AVENUE
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    MERLIN CCC
    PO BOX 2034
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    THE METROPOLITAN MUSEUM OF ART
    PO BOX 5338
    NEW YORK,NY10277     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,700
    MONTANA AUDOBON SOCIETY
    PO BOX 595
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA ENVIRONMENTAL INFORMATION CENTER
    PO BOX 1184
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,900
    MONTANA HISTORICAL SOCIETY
    225 NORTH ROBERTS
    HELENA,MT59620     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    MONTANA HORSE SANCTUARY
    PO BOX 10
    SIMMS,MT59477     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA PRESERVATION ALLIANCE
    120 REEDERS ALLEY
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    MONTANA PRO RODEO HALL AND WALL OF FAME
    PO BOX 930
    BILLINGS,MT59103     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    MONTANA RAPTOR CONSERVATION CENTER
    PO BOX 4061
    BOZEMAN,MT59722     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA TROUT UNLIMITED
    PO BOX 7186
    MISSOULA,MT59807     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,200
    MONTANA WILDERNESS ASSOCIATION
    80 SOUTH WARREN
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		N/A PUBLIC CHARITY GENERAL PURPOSE 360
    NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY
    PO BOX 3838
    BUTTE,MT59702     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    NATURAL RESOURCES DEFENSE COUNCIL
    317 MENDENHALL STREET STE D
    BOZEMAN,MT59715     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    THE NATURE CONSERVANCY OF CANADA
    105 12TH AVENUE SE
    CALGARY,ALBERTA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    THE NATURE CONSERVANCY OF MONTANA
    32 SEWING STREET STE 215
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    THE NATURE CONSERVANCY OF UTAH
    559 EAST SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    NEW YORK BOTANCICAL GARDEN
    2900 SOUTHERN BLVD
    BRONX,NY10458     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    NEW YORK FOUNDATION FOR THE ARTS
    20 JAY STREET STE 740
    BROOKLYN,NY11201     		N/A PUBLIC CHARITY GENERAL PURPOSE 27,500
    NEW YORK PUBLIC LIBRARY
    476 FIFTH AVENUE
    NEW YORK,NY10138     		N/A PUBLIC CHARITY GENERAL PURPOSE 300
    NORTH AMERICAN WOLF FOUNDATION
    114 ESSEX ROAD
    IPSWICH,MA01938     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    NORTHERN PLAINS RESOURCE COUNCIL
    220 SOUTH 27TH STREET STE A
    BILLINGS,MT59101     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FL
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    OGDEN NATURE CENTER
    966 WEST 12TH STREET
    OGDEN,UT84404     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    ONE MONTANA
    2066 STADIUM DRIVE STE 202
    BOZEMAN,MT59715     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    OWL INSTITUTE
    PO BOX 39
    CHARLO,MT59824     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    PARK RIVERS NETWORK
    317 SW ALDER STREET STE 900
    PORTLAND,OR97204     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    PARK COUNTY ENVIRONMENTAL COUNCIL
    PO BOX 164
    LIVINGSTON,MT59047     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,300
    PARRISH ART MUSUEM
    279 MONTAUK HIGHWAY
    WATER MILL,NY11976     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    PECONIC LAND TRUST
    PO BOX 1776
    SOUTHHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    PEOPLE AND CARNIVORES
    PO BOX 6733
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PEREGRINE FUND
    5668 WEST FLYING HAWK LANE
    BOISE,ID83709     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    POST-MORROW FOUNDATION
    PO BOX 204
    BROOKHAVEN,NY11719     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    PRICKLY PEAR LAND TRUST
    PO BOX 892
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    RAPTOR VIEW
    PO BOX 4323
    MISSOULA,MT59806     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    RED BUTTE GARDENS
    300 WAKARA WAY
    SALT LAKE CITY,UT84108     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    RESCUE MISSION OF SALT LAKE
    463 SOUTH 400 WEST
    SALT LAKE CITY,UT84101     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    ROCKY MOUNTAIN INSTITUTE
    1820 FOLSOM STREET
    BOULDER,CO80302     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    ROGERS MEMORIAL LIBRARY
    91 COOPERS FARM ROAD
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    SAVE OUR CANYONS
    3690 EAST FORT UNION BLVD
    COTTONWOOD HTS,UT84121     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    SAVE THE CEDAR LEAGUE
    401-2120 WEST 2ND AVENUE
    VANCOUVER,BRITISH COLUMBIA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST STE 400
    FAIRFIELD,CT26825     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    SELKIRK CONSERVATION ALLIANCE
    PO BOX 1809
    PRIEST RIVER,ID83856     		N/A PUBLIC CHARITY GENERAL PURPOSE 900
    SONORAN INSTITUTE
    100 NORTH STONE AVENUE
    TUCSON,AZ85701     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,800
    SOUTHHAMPTON ARTS CENTER
    25 JOBS LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 45,000
    SOUTHHAMPTON ASSOCIATION
    PO BOX 641
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    SOUTHAMPTON CULTURAL CENTER
    2 POND LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    SOUTHAMPTON FRESH AIR FUND
    36 PARKERS ISLAND ROAD
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    SOUTHAMPTON GARDEN CLUB
    PO BOX 1161
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    SOUTHAMPTON HISTORY MUSEUM
    17 MEETING HOUSE LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 750
    SOUTHAMPTON VILLAGE AMBULANCE
    PO BOX 832
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHAMPTOM VILLAGE POLICE BENEVOLENT ASSOCIATION
    PO BOX 759
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHAMPTOM VOLUNTEER FIREMAN'S BENEVOLENT ASSOCIATION
    PO BOX 499
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHAMPTOM YOUTH SERVICES
    PO BOX 1284
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHERN ALBERTA LAND TRUST
    PO BOX 45016
    HIGH RIVER,ALBERTA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    SOUTHERN UTAH WILDERNESS ALLIANCE
    425 EAST 100 SOUTH
    SALT LAKE CITY,UT84111     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,400
    THE STEGNER CENTER
    383 SOUTH UNIVERSITY STREET
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    SWEET GRASS MUSUEM SOCIETY
    PO BOX 83
    BIG TIMBER,MT59011     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    THE THREEPENNEY REVIEW
    PO BOX 9131
    BERKELEY,CA94709     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    TRACY AVIARY
    589 EAST 1300 SOUTH
    SALT LAKE CITY,UT84105     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    THE TRUMPETER SWAN SOCIETY
    12615 COUNTY ROAD 9 STE 100
    PLYMOUTH,MT55441     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    TRUST FOR PUBLIC LANDS
    101 MONTGOMERY STREET STE
    SAN FRANCISCO,CA94104     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    TWO DOT COMMUNITY CLUB
    PO BOX 208
    TWO DOT,MT59085     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE
    CAMBRIDGE,MA02138     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    UNITED WAY NO UTAH
    2955 HARRISON BLVD STE 201
    OGDEN,UT84401     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    UTAH FOOD BANK
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,300
    UTAH OPEN LAND
    1488 SOUTH MAIN STREET
    SALT LAKE CITY,UT84115     		N/A PUBLIC CHARITY GENERAL PURPOSE 650
    UTAH SYMPHONY
    123 WEST SOUTH TEMPLE
    SALT LAKE CITY,UT84101     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    VALHALLA FOUNDATION
    208 LATKIN ROAD
      BRITISH COLUMBIA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    VILLAGE IMPROVEMENT ASSOCIATION OF SOUTHAMPTON
    PO BOX 2273
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    VITAL GROUND
    20 FORT MISSOULA ROAD
    MISSOULA,MT59804     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WESTERN BEAR FOUNDATION
    PO BOX 2044
    CODY,WY82414     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    WESTERN RESOURCE ADVOCATES
    2260 BASELINE ROAD STE 200
    BOULDER,CO80302     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    WESTERN RESOURCE ADVOCATES UTAH
    150 SOUTH 600 EAST STE 2AB
    SALT LAKE CITY,UT84102     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    WESTERN SUSTAINABILITY EXCHANGE
    PP BOX 1448
    LIVINGSTON,MT59047     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    WESTERN WILDLIFE CONSERVANCY
    1021 DOWNINGTON AVENUE
    SALT LAKE CITY,UT84105     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    WHEATLAND COUNTY COMMUNITY FOUNDATION
    PO BOX 733
    HARLOWTON,MT59036     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    WHITNEY MUSEUM OF ART
    99 GANESVOORT STREET
    NEW YORK,NY10014     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    WILD UTAH PROJECT
    824 SOUTH 400 WEST STE B117
    SALT LAKE CITY,UT84101     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,850
    WILDERNESS SOCIETY
    1615 M STREET NW STE 200
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,200
    WILDLANDS NEWTWORK
    1402 3RD AVENUE SUITE 1019
    SEATTLE,WA98101     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    WILDLIFE RESCUE CENTER OF THE HAMPTONS
    228 WEST MONTAUK HIGHWAY
    HAMPTON BAYS,NY11946     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    WOLF HAVEN INTERNATIONAL
    3111 OFFUT LAKE ROAD SE
    TENINO,WA98589     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    THE WOLVERINE FOUNDATION
    4444 PACKSADDLE ROAD
    TEONA,ID83452     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    WOMEN'S PRISON ASSOCIATION
    110 SECOND AVENUE
    NEW YORK,NY10003     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORD ROAD STE 300
    JACKSONVILLE,FL32256     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    YELLOWSTONE TO YUKON PROJECT
    PO BOX 157
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    CARDINALS ANNUAL STEWARDSHIP APPEAL
    PO BOX 4020
    NEW YORK,NY10261     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    CHURCH OF THE HOLY TRINITY
    213 WEST 82ND STREET
    NEW YORK,NY10024     		N/A PUBLIC CHARITY GENERAL PURPOSE 700
    CHURCH OF THE HOLY TRINITY RENEWREBUILD
    1011 FIRST AVENUE
    SUITE,NY10022     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    EBENEZER BAPTIST CHURCH
    126 LEE AVENUE
    NEW BRUNSWICK,NJ08901     		N/A PUBLIC CHARITY GENERAL PURPOSE 300
    ST ANDREW'S DUNE CHURCH
    PO BOX 1245
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    Total .................................bullet 3a 554,050
    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....     14 215,638  
    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 ............     		    18 551,171  
    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).. 0 766,809 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    766,809
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

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

    13-6051922
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE FANWOOD FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    13-6051922
    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
    WHITNEY STEVENS
     
    C/O BESSEMER TRUST -1271 AVENUE OF
     
    NEW YORK, NY10020

    		$ 15,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    13-6051922
    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 FANWOOD FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    13-6051922
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL SERVICES FEE 6,000 0   6,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVANCED MICRO DEVICES 4,541 4,861
    ALPHABET INC-CL A 1,142 7,011
    ALPHABET INC-CL C 3,306 19,271
    AMAZON.COM INC 3,634 32,569
    AMERICAN EXPRESS CO 5,708 6,529
    AMETEK INC 3,500 4,233
    ANALOG DEVICES INC 7,403 7,977
    APPLE INC 903 31,713
    ASML HOLDING NV-NY REG SHS 3,509 5,853
    BANK OF AMERICA CORP 1,272 6,001
    BIOGEN INC 1,786 1,469
    BOOKING HOLDINGS INC 6,838 8,909
    BOSTON SCIENTIFIC CORP 2,557 4,458
    BRISTOL-MYERS SQUIBB CO 5,057 5,583
    CHARTER COMMUNICATIONS INC-A 3,138 9,923
    CHUBB LTD 1,386 4,925
    CITIGROUP INC 3,374 6,351
    COCA-COLA CO/THE 3,976 4,826
    COMCAST CORP-CLASS A 838 5,188
    ELI LILLY & CO 4,525 8,611
    ESTEE LAUDER COMPANIES-CL A 2,428 2,662
    FIDELITY 500 INDEX-INST PRM 683,245 886,389
    FIDELITY NATIONAL INFO SERV 2,431 5,517
    FISERV INC 6,833 9,450
    HEALTH CARE SELECT SECTOR 258,290 301,750
    HOME DEPOT INC 608 4,781
    HONEYWELL INTERNATIONAL INC 1,831 10,210
    INTUIT INC 3,936 5,318
    LAM RESEARCH CORP 5,263 6,140
    LINDE PLC 7,140 11,858
    LOWE'S COS INC 1,802 7,544
    MASTERCARD INC - A 613 12,136
    MCDONALD'S CORP 2,816 3,004
    MERCK & CO. INC. 4,339 5,644
    META PLATFORMS INC 2,773 10,107
    MICROSOFT CORP 2,788 34,475
    MONDELEZ INTERNATIONAL INC-A 1,804 4,853
    MORGAN STANLEY 2,897 9,663
    NETFLIX INC 3,616 5,407
    NEXTERA ENERGY INC 6,120 10,492
    NORFOLK SOUTHERN CORP 5,161 9,029
    NORTHROP GRUMMAN CORP 7,184 8,532
    NVIDIA CORP 1,810 5,744
    NXP SEMICONDUCTORS NV 7,394 10,654
    O'REILLY AUTOMOTIVE INC 3,454 4,978
    PAYPAL HOLDINGS INC 5,730 15,926
    PEPSICO INC 4,314 6,822
    PIONEER NATURAL RESOURCES CO 4,152 4,442
    PPG INDUSTRIES INC 4,748 5,048
    PROCTER & GAMBLE CO/THE 3,735 4,870
    RAYTHEON TECHNOLOGIES CORP 5,177 5,006
    SALESFORCE.COM INC 2,743 5,118
    SPDR S&P 500 ETF TRUST 128,567 351,821
    STANLEY BLACK & DECKER INC 3,276 5,714
    TEXAS INSTRUMENTS INC 3,898 10,997
    THERMO FISHER SCIENTIFIC INC 6,516 8,850
    UNION PACIFIC CORP 3,301 7,704
    UNITEDHEALTH GROUP INC 1,615 15,079
    VANGUARD FINANCIALS ETF 312,062 351,356
    VERTEX PHARMACEUTICALS INC 408 3,072
    WASTE CONNECTIONS INC 1,481 3,077
    WELLS FARGO & CO 3,651 3,712
    WEX INC 3,221 5,699
    YUM! BRANDS INC 4,841 5,971
    ZIMMER BIOMET HOLDINGS INC 5,874 8,167
    EDGEWOOD GROWTH FUND-INST 287,915 356,560
    ISHARES RUSSELL 1000 VALUE E 182,378 200,720
    INVESCO QQQ TRUST SERIES 1 185,206 345,428
    AMG BEUTEL GOODM INTERN EQ-Z 220,088 244,092
    Z FIDELITY INTL INDX-INST PRM 390,000 402,177
    OAKMARK INTERNATIONAL-INST 296,265 353,661
    ISHARES MSCI JAPAN ETF 161,603 194,100
    T ROWE PR JAPAN FUND-I 94,461 133,303
    ISHARES MSCI ALL COUNTRY ASI 197,621 281,465
    T ROWE PRICE NEW ASIA-I 118,077 153,591
    ISHARES MSCI INDIA ETF 71,285 107,025
    ISHARES CORE MSCI EMERGING 357,002 426,773
    ISHARES MSCI BRAZIL ETF 89,026 100,719
    MATTHEWS CHINA FUND-INS 75,000 107,645
    NB GREATER CHINA EQUITY-INST 59,592 65,588
    ISHARES GLOBAL INFRASTRUCTUR 88,335 86,546
    VANECK GOLD MINERS ETF 117,637 171,815
    SCHWAB U.S. TIPS ETF 181,253 204,181
    DODGE & COX INCOME 275,815 296,669
    DOUBLELINE TTL RTRN BND-R6 262,654 263,524
    JPM MANAGED INCOME FD 55,745 55,968
    PIMCO INV GRD CRD BND-INST 226,000 241,274
    PIMCO TOTAL RETURN FUND-INST 343,990 364,718
    VANGUARD TOT BD MKT IDX-ADM 980,031 1,049,343
    86993.97 OW FIXED INCOME FUND 967,138 1,009,130
    45.00 MATCH GROUP INC 4,214 6,803
    60.00 SEA LTD ADR 2,664 11,943
    23.00 ALPHABET INC CLASS C 22,822 40,293
    110.00 FACEBOOK INC-A 18,264 30,047
    35.00 CHARTER COMMUNICATIONS INC 17,913 23,154
    185.00 TENCENT HOLDINGS LTD 8,015 13,453
    20.00 LVMH MOET HENNESSY VUITTON 8,589 12,538
    100.00 ROSS STORES INC 9,781 12,281
    10.00 AMAZON.COM INC 7,667 32,569
    25.00 BURLINGTON STORES INC 3,759 6,538
    105.00 HILTON WORLDWIDE HOLDINGS 10,852 11,682
    160.00 DOLLARAMA INC 5,172 6,512
    101.00 WYNDHAM HOTELS & RESORTS 4,384 6,003
    50.00 ALIBABA GROUP HOLDINGS LTD 5,450 11,636
    45.00 ADVANCE AUTO PARTS 5,982 7,087
    30.00 HOME DEPOT 4,059 7,968
    155.00 NIKE INC CL B 9,454 21,927
    115.00 PEPSICO INC 11,620 17,054
    130.00 US FOODS HOLDING CORP 3,475 4,330
    9092.09 OW CREDIT INCOME FUND 90,920 92,830
    45.00 PIONEER NATURAL RESOURCES 7,868 5,125
    245.00 CONOCOPHILLIPS 11,974 9,797
    50.00 NASDAQ INC. 4,215 6,637
    195.00 CITIGROUP INC 8,092 12,023
    640.00 BANK OF AMERICA CORP 18,946 19,398
    20.00 S&P GLOBAL INC. 5,212 6,574
    55.00 CHUBB LIMITED 3,373 8,465
    260.00 BLACKSTONE GROUP INC 15,209 16,850
    150.00 SCHWAB CHARLES CORP NEW 7,385 7,956
    15.00 BLACKROCK INC 7,861 10,823
    35.00 AON PLC 7,341 7,394
    90.00 ZOETIS INC 5,933 14,895
    115.00 IQVIA HOLDINGS INC 16,997 20,604
    25.00 LAB CORP OF AMER HLDGS NEW 3,703 5,088
    50.00 UNITEDHEALTH GROUP INC 13,347 17,534
    20.00 TELEFLEX INC 5,457 8,231
    7.00 WEST PHARMACEUTICAL SVC 830 1,983
    22.00 COOPER COS INC 5,878 7,993
    41.00 THERMO FISHER SCIENTIFIC 4,198 19,096
    90.00 DANAHER CORP 8,489 19,992
    31.00 STERIS PLC 3,547 5,875
    16.00 IDEX CORP 2,191 3,187
    100.00 SAFRAN SA 12,252 14,228
    47.00 DOVER CORP 4,190 5,933
    21.00 VERISK ANALYTICS INC-CL A 2,438 4,359
    35.00 EQUIFAX INC 4,391 6,749
    15.00 L3 HARRIS TECHNOLOGIES INC 2,601 2,835
    30.00 CINTAS CORP 5,652 10,603
    113.00 IAA INC 3,637 7,342
    90.00 SMITH A O CORP 4,082 4,933
    115.00 UNION PACIFIC CORP 19,170 23,945
    145.00 FORTIVE CO 7,697 10,268
    705.00 RENTOKIL INITIAL PLC 3,553 4,904
    265.00 MICROSOFT CORP 20,307 58,941
    360.00 APPLE INC 14,414 47,768
    8.00 PAYCOM SOFTWARE INC 2,640 3,618
    30.00 ADOBE INC 12,829 15,003
    17.00 ANSYS INC 3,004 6,184
    35.00 SYNOPSYS INC 3,654 9,073
    24.00 SERVICENOW INC 5,878 13,210
    130.00 FIDELITY NATL INFO SVCS 12,035 18,389
    175.00 VISA INC 21,134 38,277
    80.00 AMPHENOL CORP 7,507 10,461
    15.00 ASPEN TECHNOLOGY 1,934 1,953
    35.00 CDW CORP/DE 3,347 4,612
    65.00 SS&C TECHNOLOGIES HOLDINGS 4,002 4,728
    40.00 CMC MATERIALS INC 5,168 6,052
    35.00 WEX INC 5,837 7,123
    130.00 TEXAS INSTRUMENTS INC 13,652 21,336
    10.00 ASML HOLDING 4,484 4,878
    20.00 NICE LTD ADR 3,138 5,670
    86621.32 OW LARGE CAP STRATEGIES FD 933,311 1,484,689
    50.00 AIR PRODUCTS & CHEMICALS 12,592 13,661
    34.00 APTARGROUP INC 3,473 4,654
    65.00 AMERICAN TOWER CORP 11,955 14,589
    34081.07 OW SMALL & MIDCAP STRAT FD 376,963 627,773
    110.00 AMEREN CORP 7,230 8,586
    50.00 AMERICAN WATER WORKS CO 2,397 7,673
    SCHWAB U.S. TIPS ETF 5,776 8,572

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HASTINGS EQUITY FUND III AT COST 138,753 138,753
    HASTINGS EQUITY FUND III AIV-A AT COST 69,608 69,608
    BLACKSTONE ALT MULTI-STRAT-Y AT COST 550,341 517,902
    NEUBERGER BERMAN LONG SH-INS AT COST 159,127 184,020
    ISHARES GOLD TRUST AT COST 175,805 252,551
    PIMCO COMMODITYPL STRAT-INS AT COST 94,464 92,042
    COHEN & STEERS REAL ESTATE-F AT COST 187,926 168,678
    158.05 5TH AVE MUL-STRAT OFF S1 AT COST 241,050 436,525
    OFFSHORE AT COST 0 6,350

    TY 2020 OtherDecreasesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Description Amount
    COST BASIS ADJ 3,438
    COST BASIS ADJ FOR REPORTING HASTINGS K-1S 315,694


    TY 2020 OtherExpensesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSE 46,000 0   46,000
    SMITH BARNEY ACCOUNT FEE 120 0   120
    WIRE FEE 25 0   25
    FORM 941 PENATLY 639 0   639


    TY 2020 OtherIncreasesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Description Amount
    ROUNDING 44


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 59,464 39,643   19,821
    JP MORGAN CHASE 0 0   0
    PARTNERSHIP EXPENSES 13,031 13,031   0


    TY 2020 TaxesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,267 4,224   0
    EXCISE TAX 7,000 0   0
    ESTIMATED EXCISE TAX 5,000 0   0