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
SVANEE'S FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 77012
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98177
A Employer identification number

46-1169463
B Telephone number (see instructions)

(206) 949-6898
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$7,867,498
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,703,126
2 Check bullet.............
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities... 158,318 148,981  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 519,253
b Gross sales price for all assets on line 6a 3,935,238
7 Capital gain net income (from Part IV, line 2)... 519,253
8 Net short-term capital gain......... 0
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........ 5,380,706 668,243  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule).... 48,990 48,990   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,654 1,582   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 2,298     2,298
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,942 50,572 0 3,298
25 Contributions, gifts, grants paid....... 917,687 917,687
26 Total expenses and disbursements. Add lines 24 and 25 973,629 50,572 0 920,985
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,407,077
b Net investment income (if negative, enter -0-) 617,671
c Adjusted net income (if negative, enter -0-)... 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............. 84,611 14,660 14,660
2 Savings and temporary cash investments.........   231,456 231,456
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment106,078 115,280
b Investments—corporate stock (attach schedule).......   Click to see attachment2,540,303 3,974,754
c Investments—corporate bonds (attach schedule).......   Click to see attachment2,986,087 1,130,174
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,837,800 Click to see attachment1,627,371 2,401,174
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) 3,922,411 7,505,955 7,867,498
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
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........ 3,922,411 7,505,955
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,922,411 7,505,955
30 Total liabilities and net assets/fund balances (see instructions). 3,922,411 7,505,955
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
3,922,411
2
Enter amount from Part I, line 27a .....................
2
4,407,077
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
84,611
4
Add lines 1, 2, and 3 ..........................
4
8,414,099
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
908,144
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,505,955
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 29. ABIOMED INC   2017-03-24 2020-03-26
b 168. ADVANCED MICRO DEVICES INC   2018-07-20 2020-03-26
c 121. AKAMAI TECHNOLOGIES INC   2016-07-15 2020-03-26
d 64. ALASKA AIR GROUP INC COM   2019-03-19 2020-03-26
e 59. ALBEMARLE CORP   2019-08-23 2020-03-26
13. ALLEGHANY CORP DEL   2012-03-26 2020-03-26
284. ALLIANT ENERGY CORP   2017-09-19 2020-03-26
27. ALNYLAM PHARMACEUTICALS INC   2019-06-14 2020-03-26
133. ALTICE USA INC   2019-08-23 2020-03-26
124. AMEREN CORPORATION   2012-03-26 2020-03-26
178. AMETEK INC   2015-03-16 2020-03-26
29. ANSYS INC   2018-10-11 2020-03-26
172. APACHE CORP COM   2019-08-23 2020-03-26
25. APPLE INC   2016-05-09 2020-06-01
94. ARISTA NETWORKS INC     2020-10-22
112. ARROW ELECTRONICS INC   2016-01-22 2020-03-26
45. ASPEN TECHNOLOGY INC COM   2019-06-14 2020-03-26
10000. AUSTIN TEX ELEC UTIL SYS DTD 12/1/2012 5.00000% 11/15/2020   2016-04-26 2020-11-16
10000. AUSTIN TEX WTR & WASTEWATER SYS DTD 11/1/2011 5.00000% 11/15/20   2016-04-26 2020-11-16
68. AVALONBAY COMMUNITIES INC   2018-03-06 2020-03-26
25000. BELLEVUE WASH LTD TAX DTD 4/30/2013 5.00000% 12/1/2020   2020-03-12 2020-12-01
60. BERKLEY W R CORP   2014-08-14 2020-03-26
135. BERRY GLOBAL GROUP INC   2013-12-12 2020-03-26
56. BEST BUY INC   2019-06-14 2020-03-26
24. BEST BUY INC   2017-08-29 2020-03-26
106. BOOZ ALLEN HAMILTON HLDG CORP   2016-02-11 2020-03-26
96. BROADRIDGE FINL SOLUTIONS INC   2015-11-17 2020-03-26
70. BROWN & BROWN INC   2018-03-06 2020-03-26
108. BRUNSWICK CORP   2016-09-09 2020-03-26
60. CBRE GROUP INC   2017-08-29 2020-03-26
12. CDW CORP   2017-10-02 2020-03-26
32. CDW CORP   1979-02-22 2020-03-26
194. CMS ENERGY CORP     2020-10-22
270. CMS ENERGY CORP     2020-10-22
33. CACI INTL INC   2012-12-19 2020-03-26
142. CADENCE DESIGN SYSTEM INC   2018-04-18 2020-03-26
36. CARLISLE COS INC   2015-11-02 2020-03-26
120. CARRIER GLOBAL CORP   2020-03-26 2020-05-19
175. CARRIER GLOBAL CORP     2020-05-19
172. CENTENE CORP   2015-10-29 2020-03-26
25000. CHICAGO ILL MIDWAY ARPT DTD 6/11/2014 5.00000% 1/1/2023   2019-05-22 2020-05-05
76. CLEAN HARBORS INC COM   2018-04-18 2020-03-26
355. COCA COLA CO     2020-07-20
435. COCA COLA CO     2020-07-20
77. COHERENT INC   2015-09-02 2020-03-26
50000. COLGATE-PALMOLIVE CO DTD 11/3/2010 2.95000% 11/1/2020   2013-03-14 2020-11-02
55. CONCHO RESOURCES INC   2019-10-02 2020-03-26
14. COUPA SOFTWARE INC   2019-11-06 2020-03-26
46. CUMMINS INC   2019-03-19 2020-03-26
48. DANAHER CORP   2018-04-27 2020-10-22
36. DAVITA INC   2012-03-26 2020-03-26
16. DEXCOM INC   2018-07-20 2020-03-26
115. DIAMONDBACK ENERGY INC     2020-06-01
109. DISH NETWORK CORP   2019-10-02 2020-03-26
110. DOLLAR GENERAL CORP   2016-06-17 2020-03-26
9. DOVER CORP COM   2017-10-02 2020-03-26
41. DOVER CORP COM   2019-08-23 2020-03-26
124. EAST WEST BANCORP INC   2014-08-05 2020-03-26
13483.303 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$     2020-06-17
4394. PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$   2019-08-22 2020-06-17
301.697 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$   2018-04-27 2020-10-22
18379.351 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$   2020-05-04 2020-10-22
45. EDISON INTL   2019-11-06 2020-03-26
136. ELANCO ANIMAL HEALTH INC   2019-08-23 2020-03-26
92. ENTERGY CORP NEW COM   2017-08-29 2020-03-26
36. ERIE INDTY CO   2018-03-06 2020-03-26
65. EURONET WORLDWIDE INC   2016-07-05 2020-03-26
491. EVERGY INC   2018-03-06 2020-03-26
231. EVERSOURCE ENERGY   2018-03-06 2020-03-26
34. EXACT SCIENCES CORP   2018-10-11 2020-03-26
34. EXPEDIA GROUP INC   2018-04-18 2020-03-26
625. FIFTH THIRD BANCORP COM   2017-03-09 2020-03-26
348. FIRSTENERGY CORP COM   2018-03-06 2020-03-26
96. FLEETCOR TECHNOLOGIES INC   2014-05-13 2020-03-26
98. GLOBAL PAYMENTS INC   2019-05-07 2020-03-26
75000. GREENVILLE CNTY S C SCH DIST DTD 11/7/2012 5.00000% 12/1/2021   2020-03-12 2020-05-05
196. HALLIBURTON CO COM   2019-10-02 2020-03-26
184. HAWAIIAN ELEC INDUSTRIES   2018-04-18 2020-03-26
30000. HAYS TEX CONS INDPT SCH DIST DTD 8/1/2017 5.00000% 2/15/2029   2018-02-26 2020-05-05
114. HEALTHPEAK PROPERTIES INC   2019-03-19 2020-03-26
56. HEICO CORP   2016-02-23 2020-03-26
74. HERSHEY FOODS CORP COM   2018-07-20 2020-03-26
227. HESS CORP   2018-04-18 2020-03-26
40000. HOUSTON TEX WTR & SWR SYS DTD 6/4/1998 0.00000% 12/1/2020   2020-03-12 2020-12-01
677. HUNTINGTON BANCSHARES INC COM   2012-03-26 2020-03-26
48. IAC / INTERACTIVECORP   2016-02-03 2020-03-26
50. IPG PHOTONICS CORP   2016-04-28 2020-03-26
81. IDACORP INC COM   2012-12-19 2020-03-26
63. IDEXX LABS CORP   2014-11-06 2020-03-26
22. INSULET CORP   2020-01-14 2020-03-26
152. INTEGRA LIFESCIENCES HOLDINGS   2014-12-19 2020-03-26
70. INTER PARFUMS INC   2015-09-02 2020-03-26
230. INTUIT     2020-03-26
5. INTUITIVE SURGICAL INC   2018-12-31 2020-10-22
46. IQVIA HOLDINGS INC   2018-10-11 2020-03-26
716. ISHARES CORE S&P MID-CAP ETF $2.67500     2020-05-19
336. ISHARES RUSSELL 1000 GRW INDEX $1.54300   2014-02-26 2020-06-01
297. ISHARES RUSSELL 1000 GRW INDEX $1.54300   2014-02-26 2020-10-22
2244. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2019-08-22 2020-05-19
970. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230   2019-08-22 2020-06-01
6577. ISHARES EDGE MSCI MIN VOL USA ETF$1.0230     2020-06-17
50000. JPMORGAN CHASE & CO DTD 6/23/2015 2.75000% 6/23/2020   2018-07-31 2020-05-26
124. JABIL INC   2016-02-01 2020-03-26
50000. JOHNSON & JOHNSON DTD 8/17/2010 2.95000% 9/1/2020   2013-03-25 2020-09-01
18820. JP MORGAN EQUITY INCOME FUND OPEN-END FUND SELECT CL     2020-05-04
25000. KANSAS CITY MO SAN SWR SYS DTD 2/14/2018 5.00000% 1/1/2030   2018-02-01 2020-05-05
137. KANSAS CITY SOUTHERN RAILWAY CO   2016-10-17 2020-03-26
25000. KENOSHA WIS DTD 4/18/2018 4.00000% 4/1/2025   2018-04-03 2020-05-05
441. KEYCORP NEW   2019-08-23 2020-03-20
113. L3HARRIS TECHNOLOGIES INC   2015-03-27 2020-03-26
54. LABORATORY CORP AMER HLDGS   2014-06-27 2020-03-26
13. LAM RESH CORP   2018-12-11 2020-03-26
25000. LAS CRUCES N MEX JT UTIL DTD 2/22/2018 4.00000% 6/1/2026   2018-02-01 2020-05-05
126. LINCOLN NATL CORP IND   2019-11-06 2020-03-26
67. LITTELFUSE INC   2012-12-19 2020-03-26
145. LOEWS CORP   2012-03-26 2020-03-26
25000. LOUISVILLE & JEFFERSON CNTY KY DTD 10/21/2015 5.00000% 5/15/202   2019-02-08 2020-05-05
25000. LOWER PAXTON TWP PA DTD 10/10/2019 4.00000% 4/1/2032   2019-09-12 2020-05-05
176. MDU RES GROUP INC COM   2018-03-06 2020-03-26
35000. MARICOPA CNTY ARIZ UNI SCH DIST DTD 3/15/2018 5.00000% 7/1/2028   2018-02-23 2020-05-05
217. MASCO CORP   2016-03-21 2020-03-26
37. MASIMO CORP   2014-10-13 2020-03-26
4. MASTERCARD INC   2014-01-08 2020-06-01
164. MAXIM INTEGRATED PRODS INC   2016-07-27 2020-03-26
14. MCCORMICK & CO INC   2018-03-06 2020-03-26
70. MCDONALDS CORP   2020-03-26 2020-06-01
100. MCDONALDS CORP     2020-06-01
21. MCKESSON CORP   2019-07-19 2020-03-26
30000. MERCER CNTY N J DTD 8/31/2016 2.00000% 7/15/2024   2016-09-15 2020-05-05
25000. METROPOLITAN TRANSN AUTH N Y DTD 5/22/2019 5.00000% 5/15/2022   2019-07-10 2020-04-20
216. MICROSOFT CORP     2020-10-22
61. MICROCHIP TECHNOLOGY INC   2018-12-11 2020-03-26
192. MURPHY OIL CORP COM   2019-08-23 2020-03-26
235. NASDAQ, INC   2013-12-11 2020-03-26
156. NATIONAL INSTRS CORP   2012-12-19 2020-03-26
117. NEUROCRINE BIOSCIENCES INC   2016-06-30 2020-03-26
48. NEWMONT MINING CORP CAP COM   2019-06-14 2020-03-26
25000. NORTH DAKOTA ST HSG FIN AGY DTD 6/25/2019 1.80000% 7/1/2022   2019-05-22 2020-05-05
155. NORTHERN TR CORP   2018-12-31 2020-06-01
104. NORTHERN TR CORP     2020-06-01
220. NORTONLIFELOCK INC   2016-06-17 2020-03-26
11. NVIDIA CORP   2020-06-17 2020-10-22
76. OGE ENERGY CORP COM   2018-03-06 2020-03-26
25000. OHIO ST HIGHER EDL FAC COMMN DTD 8/14/2019 5.00000% 10/1/2021   2019-07-18 2020-05-05
126. OLD DOMINION FGHT LINES INC   2016-02-26 2020-03-26
174. OLLIE'S BARGAIN OUTLET HLDGS   2016-07-25 2020-03-26
367. ON SEMICONDUCTOR CORP   2015-02-09 2020-03-26
129. ONEOK INC   2018-04-18 2020-03-26
.5 OTIS WORLDWIDE CORP   2020-03-26 2020-04-03
87.5 OTIS WORLDWIDE CORP     2020-05-19
59.5 OTIS WORLDWIDE CORP   2020-03-26 2020-05-19
4555. PIMCO REAL RETURN FUND $0.261   2018-01-29 2020-09-24
107. PNC FINANCIAL SERVICES GROUP   2020-03-26 2020-06-01
155. PNC FINANCIAL SERVICES GROUP   2017-06-29 2020-06-01
44. PACCAR INC     2020-03-26
53. PACCAR INC   2019-03-19 2020-03-26
38. PALO ALTO NETWORKS INC   2016-06-30 2020-03-26
635. PARSLEY ENERGY INC   2018-07-30 2020-03-26
45. PIONEER NATURAL RESOURCES CO   2020-03-12 2020-06-01
95. PIONEER NATURAL RESOURCES CO     2020-06-01
160. PROLOGIS INC   2017-12-21 2020-06-01
37. PROLOGIS INC   2020-03-26 2020-06-01
162. RAYMOND JAMES FINANCIAL INC   2015-08-10 2020-03-26
256. REGIONS FINANCIAL CORP   2019-07-19 2020-03-26
54. REPUBLIC SERVICES INC   2016-05-09 2020-06-01
421. REPUBLIC SERVICES INC     2020-10-22
38. REPUBLIC SERVICES INC   2020-06-17 2020-10-22
35. ROKU INC   2019-07-19 2020-03-27
50. ROSS STORES INC   2017-10-02 2020-03-26
186. SLM CORP   2012-03-26 2020-03-26
72. SS&C TECHNOLOGIES HOLDINGS INC   2013-05-10 2020-03-26
47. SEATTLE GENETICS INC   2019-08-23 2020-03-26
25000. SEDGWICK CNTY KANS UNI SCH DIST DTD 3/30/2016 4.00000% 10/1/203   2019-05-24 2020-05-05
64. SELECTIVE INS GROUP INC   2012-12-19 2020-03-26
85. SEMPRA ENERGY   2018-03-06 2020-03-26
15000. SNOHOMISH CNTY WASH DTD 6/17/2009 5.00000% 12/1/2021   2014-05-26 2020-05-05
238. SOUTHSIDE BANCSHARES INC   2013-03-21 2020-03-26
14. SPLUNK INC   2017-10-02 2020-03-26
53. SQUARE INC   2017-12-26 2020-03-26
131. STEEL DYNAMICS INC   2015-12-14 2020-03-26
43. SYNOPSYS INC   2019-06-14 2020-03-26
12. TELEFLEX INC   2019-03-19 2020-03-26
145. TERADYNE INC   2018-10-11 2020-03-26
116. TEXTRON INC   2016-03-21 2020-03-26
8. TRADE DESK INC   2019-11-06 2020-03-26
22. THERMO FISHER SCIENTIFIC INC   2016-05-09 2020-10-22
30. TIFFANY & CO NEW   2019-11-06 2020-03-26
112. TIMKEN CO   2016-11-28 2020-03-26
121. TRUIST FINANCIAL CORP   2017-11-06 2020-03-26
88. TWITTER INC   2017-08-29 2020-03-26
8. ULTA BEAUTY INC   2018-04-18 2020-03-26
150. V F CORP   2018-12-31 2020-08-04
112. V F CORP     2020-08-04
105. VENTAS INC   2020-01-14 2020-03-26
2235. VANGUARD REAL ESTATE ETF   2018-07-19 2020-05-04
255. VERIZON COMMUNICATIONS INC     2020-08-04
211. VERIZON COMMUNICATIONS INC     2020-08-04
77. WEC ENERGY GROUP INC   2017-08-29 2020-03-26
119. WABTEC CORP   2016-05-23 2020-03-26
15000. WASHINGTON ST HEALTH CARE FACS DTD 9/2/2010 5.00000% 10/1/2020   2014-05-26 2020-10-01
982. WELLS FARGO & COMPANY     2020-03-26
25000. WEST VA SCH BLDG AUTH DTD 11/19/2015 5.00000% 7/1/2025   2016-09-15 2020-05-05
35000. WEST VA ST WTR DEV AUTH DTD 2/28/2018 5.00000% 11/1/2027   2018-02-09 2020-05-05
359. WESTERN DIGITAL CORP     2020-10-22
33. WESTERN DIGITAL CORP   2018-12-11 2020-10-22
87. WINTRUST FINANCIAL CORP COM   2019-08-23 2020-03-26
34. WYNN RESORTS LTD   2019-10-02 2020-03-26
76. XILINX INC   2018-12-11 2020-03-26
49. ZENDESK INC   2020-01-14 2020-03-26
68. ZOETIS INC     2020-10-22
64. APTIV PLC   2019-03-19 2020-03-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,324   3,611 713
b 7,900   2,774 5,126
c 11,163   6,087 5,076
d 2,012   3,620 -1,608
e 3,505   3,550 -45
7,136   5,338 1,798
13,507   10,851 2,656
2,874   1,902 972
3,107   3,673 -566
8,989   5,063 3,926
12,963   9,370 3,593
6,548   4,475 2,073
969   3,608 -2,639
8,007   2,332 5,675
36,184   20,190 15,994
5,898   6,388 -490
4,379   5,440 -1,061
10,000   10,265 -265
10,000   10,263 -263
10,117   10,499 -382
25,000   25,723 -723
3,002   1,874 1,128
4,765   2,958 1,807
3,480   3,646 -166
1,492   1,336 156
7,208   2,726 4,482
9,115   5,310 3,805
2,465   1,843 622
4,000   2,958 1,042
2,396   2,361 35
1,195   812 383
3,187   3,621 -434
12,712   11,059 1,653
17,692   7,216 10,476
7,073   1,869 5,204
9,386   5,407 3,979
4,569   3,155 1,414
2,086   2,099 -13
3,041   3,087 -46
9,915   5,194 4,721
25,122   27,219 -2,097
3,899   3,750 149
16,352   15,777 575
20,037   18,104 1,933
8,586   4,354 4,232
50,000   50,332 -332
2,434   3,518 -1,084
1,971   1,829 142
6,124   7,067 -943
11,246   4,898 6,348
2,635   1,584 1,051
3,948   1,636 2,312
4,911   9,445 -4,534
2,386   3,604 -1,218
15,189   9,994 5,195
753   661 92
3,428   3,644 -216
3,747   4,159 -412
148,316   147,316 1,000
48,334   49,960 -1,626
3,581   3,258 323
218,163   193,718 24,445
2,600   2,982 -382
2,871   3,682 -811
8,840   7,379 1,461
5,837   4,294 1,543
6,024   4,522 1,502
28,104   23,033 5,071
18,073   13,380 4,693
2,028   2,282 -254
2,146   3,740 -1,594
10,617   12,224 -1,607
13,528   11,188 2,340
20,327   12,059 8,268
15,082   14,099 983
79,009   1 79,008
1,350   3,590 -2,240
7,388   6,443 945
35,740   34,189 1,551
2,742   3,462 -720
4,169   1,196 2,973
9,626   6,793 2,833
8,126   11,205 -3,079
40,000   40,000  
5,640   5,241 399
8,573   2,255 6,318
5,904   4,343 1,561
7,070   3,588 3,482
14,190   4,589 9,601
3,825   4,031 -206
6,098   3,651 2,447
3,378   1,754 1,624
55,534   23,560 31,974
3,662   2,400 1,262
5,097   5,429 -332
119,161   85,728 33,433
62,089   29,420 32,669
65,816   26,005 39,811
133,522   142,905 -9,383
59,859   61,773 -1,914
404,694   414,965 -10,271
50,000   49,696 304
3,109   2,413 696
50,000   50,364 -364
295,286   302,437 -7,151
30,723   28,982 1,741
18,247   12,987 5,260
27,595   26,721 874
4,101   7,441 -3,340
21,032   7,826 13,206
7,316   6,154 1,162
3,376   1,805 1,571
27,759   27,013 746
3,501   7,342 -3,841
9,039   4,114 4,925
5,021   5,999 -978
27,950   28,064 -114
28,450   28,964 -514
3,859   4,678 -819
40,899   39,336 1,563
7,739   5,833 1,906
6,274   830 5,444
1,205   336 869
8,181   6,770 1,411
1,816   1,531 285
13,075   11,558 1,517
18,678   11,590 7,088
2,691   2,920 -229
30,189   30,483 -294
25,139   26,932 -1,793
46,413   17,117 29,296
4,542   4,402 140
1,202   3,523 -2,321
21,888   9,055 12,833
4,697   4,039 658
10,500   5,306 5,194
2,277   1,737 540
24,750   25,000 -250
12,552   12,929 -377
24,214   8,486 15,728
4,077   4,406 -329
5,897   4,046 1,851
2,320   2,388 -68
25,585   26,369 -784
9,634   5,189 4,445
7,343   4,476 2,867
5,114   4,522 592
3,021   6,974 -3,953
23   26 -3
4,512   4,628 -116
3,068   3,121 -53
55,525   49,923 5,602
12,318   10,866 1,452
17,844   19,322 -1,478
2,646   3,025 -379
3,187   3,637 -450
6,349   4,662 1,687
3,550   20,371 -16,821
4,103   5,481 -1,378
8,661   15,490 -6,829
14,925   10,099 4,826
3,451   2,853 598
10,303   9,178 1,125
2,454   3,892 -1,438
4,610   798 3,812
38,716   18,688 20,028
3,495   3,177 318
3,028   3,841 -813
4,247   3,509 738
1,419   1,124 295
3,169   1,131 2,038
5,344   3,616 1,728
29,521   29,042 479
3,108   1,235 1,873
10,497   9,331 1,166
15,055   15,000 55
6,909   4,042 2,867
1,785   1,010 775
2,933   1,863 1,070
2,666   2,525 141
5,412   5,341 71
3,462   3,631 -169
8,162   4,780 3,382
3,312   4,613 -1,301
1,643   1,567 76
10,625   3,252 7,373
3,843   3,729 114
3,815   4,424 -609
4,065   5,661 -1,596
2,299   1,489 810
1,495   1,839 -344
8,937   10,116 -1,179
6,673   6,911 -238
2,988   5,934 -2,946
161,490   148,563 12,927
14,736   12,562 2,174
12,194   11,250 944
6,629   5,000 1,629
6,346   8,352 -2,006
15,000   15,428 -428
30,260   41,737 -11,477
28,565   29,172 -607
41,867   40,286 1,581
15,529   17,755 -2,226
1,427   1,363 64
3,029   5,430 -2,401
2,432   3,739 -1,307
6,002   6,238 -236
3,256   4,055 -799
11,072   5,821 5,251
3,457   5,309 -1,852
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
      34,657
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       713
b       5,126
c       5,076
d       -1,608
e       -45
      1,798
      2,656
      972
      -566
      3,926
      3,593
      2,073
      -2,639
      5,675
      15,994
      -490
      -1,061
      -265
      -263
      -382
      -723
      1,128
      1,807
      -166
      156
      4,482
      3,805
      622
      1,042
      35
      383
      -434
      1,653
      10,476
      5,204
      3,979
      1,414
      -13
      -46
      4,721
      -2,097
      149
      575
      1,933
      4,232
      -332
      -1,084
      142
      -943
      6,348
      1,051
      2,312
      -4,534
      -1,218
      5,195
      92
      -216
      -412
      1,000
      -1,626
      323
      24,445
      -382
      -811
      1,461
      1,543
      1,502
      5,071
      4,693
      -254
      -1,594
      -1,607
      2,340
      8,268
      983
      79,008
      -2,240
      945
      1,551
      -720
      2,973
      2,833
      -3,079
       
      399
      6,318
      1,561
      3,482
      9,601
      -206
      2,447
      1,624
      31,974
      1,262
      -332
      33,433
      32,669
      39,811
      -9,383
      -1,914
      -10,271
      304
      696
      -364
      -7,151
      1,741
      5,260
      874
      -3,340
      13,206
      1,162
      1,571
      746
      -3,841
      4,925
      -978
      -114
      -514
      -819
      1,563
      1,906
      5,444
      869
      1,411
      285
      1,517
      7,088
      -229
      -294
      -1,793
      29,296
      140
      -2,321
      12,833
      658
      5,194
      540
      -250
      -377
      15,728
      -329
      1,851
      -68
      -784
      4,445
      2,867
      592
      -3,953
      -3
      -116
      -53
      5,602
      1,452
      -1,478
      -379
      -450
      1,687
      -16,821
      -1,378
      -6,829
      4,826
      598
      1,125
      -1,438
      3,812
      20,028
      318
      -813
      738
      295
      2,038
      1,728
      479
      1,873
      1,166
      55
      2,867
      775
      1,070
      141
      71
      -169
      3,382
      -1,301
      76
      7,373
      114
      -609
      -1,596
      810
      -344
      -1,179
      -238
      -2,946
      12,927
      2,174
      944
      1,629
      -2,006
      -428
      -11,477
      -607
      1,581
      -2,226
      64
      -2,401
      -1,307
      -236
      -799
      5,251
      -1,852
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 519,253
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,586
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,586
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,586
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,472
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,212
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,684
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 1,902
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
     
    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 addressbullet  
    14
    The books are in care ofbulletSVANHILD S CASTNER Telephone no.bullet (206) 949-6898

    Located atbulletPO BOX 77012SEATTLEWA ZIP+4bullet98177
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SVANHILD S CASTNER PRESIDENT
    1
    0    
    PO BOX 77012
    SEATTLE,WA98177
    RUSSELL CASTNER VICE PRESIDENT
    1
    0    
    PO BOX 77012
    SEATTLE,WA98177
    CARI WYSZYNSKI DIRECTOR
    1
    0    
    PO BOX 77012
    SEATTLE,WA98177
    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.........................bullet  
    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
    7,947,219
    b
    Average of monthly cash balances.......................
    1b
    315,190
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,262,409
    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
    8,262,409
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    123,936
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,138,473
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    406,924
    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
    406,924
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,586
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,586
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    398,338
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    398,338
    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
    398,338
    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
    920,985
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    920,985
    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
    920,985
    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 7 398,338
    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...... 0
    b From 2016...... 0
    c From 2017...... 47,782
    d From 2018...... 291,607
    e From 2019...... 660,031
    fTotal of lines 3a through e........ 999,420
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 920,985
    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..... 398,338
    e Remaining amount distributed out of corpus 522,647
    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 1,522,067
    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 ......
    1,522,067
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 47,782
    c Excess from 2018.... 291,607
    d Excess from 2019.... 660,031
    e Excess from 2020.... 522,647
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SAVE A FORGOTTEN EQUINE
    16509 164TH AVENUE NE
    WOODINVILLE,WA98072
    NONE PC SATISFY EXEMPT PURPOSE OF 15,000
    CENTER VALLEY ANIMAL RESCUE
    11900 CENTER ROAD
    QUILCENE,WA98376
    NONE PC SATISFY EXEMPT PURPOSE OF 17,500
    HUMANE SOCIETY OF US
    1255 23RD STREET NW SUITE 450
    WASHINGTON,DC20037
    NONE PC SATISFY EXEMPT PURPOSE OF 50,000
    OLD DOG HAVEN
    621 SR9 NE PMB A4
    LAKE STEVENS,WA982588525
    NONE PC SENIOR DOG PLACEMENT 3,000
    CHIMPANZEE SANCTUARY NW
    PO BOX 952
    CLE ELUM,WA98922
    NONE PC PROVIDE SANCTUARY FOR 12,092
    GREYHOUND PETS INC
    PO BOX 891
    WOODINVILLE,WA980720891
    NONE PC RETIRED GREYHOUND PLACEMENT 2,000
    SEATTLE HUMANE SOCIETY
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005
    NONE PC SATISFY EXEMPT PURPOSE OF 30,000
    KITSAP HUMANE SOCIETY
    9167 DICKEY RD NW
    SILVERDALE,WA98383
    NONE PC SATISFY EXEMPT PURPOSE OF 275,000
    WHISKER CITY
    1615 N 183RD STREET
    SHORELINE,WA98133
    NONE PC SATISFY EXEMPT PURPOSE OF 4,049
    PASADOS SAFE HAVEN
    PO BOX 171
    SULTAN,WA98294
    NONE PC SATISFY EXEMPT PURPOSE OF 275,000
    SEATTLE AREA FELINE RESCUE
    14717 AURORA AVE N
    SHORELINE,WA98133
    NONE PC SATISFY EXEMPT PURPOSE OF 4,046
    PROGRESSIVE ANIMAL WELFARE SOCIETY
    INC
    PO BOX 1037
    LYNNWOOD,WA98046
    NONE PC SATISFY EXEMPT PURPOSE OF 230,000
    Total .................................bullet 3a 917,687
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 9  
    4 Dividends and interest from securities....     14 158,318  
    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 ............
        18 519,253  
    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)..   677,580  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    677,580
    (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
    SVANEE'S FOUNDATION
     
    Employer identification number

    46-1169463
    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
    SVANEE'S FOUNDATION
     
    Employer identification number
    46-1169463
    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
    SVANHILD S CASTNER
    PO BOX 77012
     
    SEATTLE, WA98177

    $ 1,322,741


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    SVANHILD S CASTNER
    P O BOX 77012
     
    SEATTLE, WA98177

    $ 1,677,229


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    SVANHILD S CASTNER
    PO BOX 77012
     
    SEATTLE, WA98177

    $ 1,703,156


    (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
    SVANEE'S FOUNDATION
     
    Employer identification number

    46-1169463
    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
    2
    VARIOUS SECURITIES-SEE ATTACHED $ 1,677,229 2020-03-12
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    VARIOUS SECURITIES $ 1,703,156 2020-02-14
    (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
    SVANEE'S FOUNDATION
     
    Employer identification number

    46-1169463
    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:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Name of Bond End of Year Book Value End of Year Fair Market Value
    17275RAP7 CISCO SYSTEMS INC SE 50,000 50,208
    258620103 DOUBLELINE TOTAL RET 322,487 328,463
    40168W525 GUGGENHEIM TOTAL RET 307,098 317,377
    464287176 ISHARES BARCLAYS TIP 105,525 111,183
    74256W584 PRINCIPAL MIDCAP FUN 72,133 136,079
    057071805 BAIRD INTERMEDIATE B 2,128,844 186,864

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00770G847 JOHCM INTERNATIONAL 342,315 434,616
    02079K305 ALPHABET INC COM CL 111,932 180,522
    037833100 APPLE INC COM 99,177 272,545
    09260B747 BLACKROCK FLOATING R 113,200 107,336
    13321L108 CAMECO CORP COM 92,561 119,742
    169656105 CHIPOTLE MEXICAN GRI 37,825 49,922
    25746U109 DOMINION ENERGY INC 37,663 34,893
    35671D857 FREEPORT-MCMORAN COP 47,853 95,962
    38142V845 GOLDMAN SACHS INTL E 109,635 110,481
    46137V357 INVESCO S&P 500 EQUA 166,478 201,641
    464287200 ISHARES CORE S&P 500 100,353 221,480
    464287507 ISHARES CORE S&P MID 88,376 184,783
    464287614 ISHARES RUSSELL 1000 142,298 407,527
    46625H100 JP MORGAN CHASE & CO 61,934 92,126
    500754106 KRAFT HEINZ CO COM 53,143 57,189
    57636Q104 MASTERCARD INC COM C 51,211 104,226
    58933Y105 MERCK & CO INC COM 75,193 78,119
    594918104 MICROSOFT CORP COM 80,118 189,057
    641224415 NEUBERGER BERMAN EME 378,247 524,255
    65339F101 NEXTERA ENERGY INC C 36,355 55,239
    690742101 OWENS CORNING INC CO 41,505 50,608
    75513E101 RAYTHEON TECHNOLOGIE 35,018 40,618
    776696106 ROPER TECHNOLOGIES I 30,543 54,317
    824348106 SHERWIN WILLIAMS CO 19,639 37,480
    883556102 THERMO FISHER SCIENT 27,527 76,854
    92532F100 VERTEX PHARMACEUTICA 48,852 54,595
    962879102 WHEATON PRECIOUS MET 39,488 31,222
    98419M100 XYLEM INC COM 30,736 41,530
    98978V103 ZOETIS INC COM CL A 41,128 65,869

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    US Government Securities - End of Year Book Value:

    106,078
    US Government Securities - End of Year Fair Market Value:

    115,280
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENTS      
    023135106 AMAZON COM INC COM AT COST 78,369 159,590
    03027X100 AMERICAN TOWER CORP AT COST 49,724 62,624
    03076C106 AMERIPRISE FINANCIAL AT COST 50,273 70,153
    032095101 AMPHENOL CORP COM CL AT COST 33,487 52,046
    060505104 BANK OF AMERICA CORP AT COST 63,147 80,170
    09857L108 BOOKING HOLDINGS INC AT COST 21,897 35,636
    11135F101 BROADCOM INC COM AT COST 79,701 93,262
    20030N101 COMCAST CORP COM CL AT COST 22,925 36,051
    22160K105 COSTCO WHOLESALE COR AT COST 27,624 50,112
    231021106 CUMMINS INC COM AT COST 56,636 57,683
    235851102 DANAHER CORP DEL COM AT COST 34,014 70,641
    254687106 WALT DISNEY CO COM AT COST 66,844 117,586
    437076102 HOME DEPOT INC COM AT COST 48,774 76,233
    458140100 INTEL CORP COM AT COST 32,889 40,852
    46120E602 INTUITIVE SURGICAL I AT COST 43,273 73,629
    464287804 ISHARES CORE S&P SMA AT COST 187,578 349,128
    464288687 ISHARES PREFERRED & AT COST 114,949 111,294
    46432F842 ISHARES CORE MSCI EA AT COST 337,946 435,612
    57060D108 MARKETAXESS HOLDINGS AT COST 40,333 75,314
    609207105 MONDELEZ INTERNATION AT COST 36,954 44,905
    67066G104 NVIDIA CORP COM AT COST 57,745 126,372
    701094104 PARKER HANNIFIN CORP AT COST 46,832 67,013
    742718109 PROCTER & GAMBLE CO AT COST 45,219 65,257
    80281LAD7 SANTANDER UK GROUP H AT COST 50,238 50,011

    TY 2020 OtherDecreasesSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Description Amount
    FMV OVER COST ADJ ON ASSETS CONTRIBUTED 908,144


    TY 2020 OtherExpensesSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 25 0   25
    POSTAGE 168 0   168
    MISC EXPENSES 2,105 0   2,105


    TY 2020 OtherIncreasesSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Description Amount
    PY PENDING CASH ADJUSTMENT 84,611


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 48,990 48,990    


    TY 2020 SubstantialContributorsSch
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Name Address
    SVANHILD S CASTNER PO BOX 77012
    SEATTLE,WA98177


    TY 2020 TaxesSchedule
    Name:
    SVANEE'S FOUNDATION
    EIN:
    46-1169463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 104 104   0
    FEDERAL ESTIMATES - PRINCIPAL 2,072 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,453 1,453   0
    FOREIGN TAXES ON NONQUALIFIED 25 25   0