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
CATTO SHAW FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP
Number and street (or P.O. box number if mail is not delivered to street address)250 STEELE STREET SUITE 375
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80206
A Employer identification number

46-5064265
B Telephone number (see instructions)

(303) 225-8473
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$20,276,180J 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) 402,547
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 316,125 314,187  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 731,521
b Gross sales price for all assets on line 6a 4,862,770
7 Capital gain net income (from Part IV, line 2)... 722,795
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 8,092 0 0
12 Total. Add lines 1 through 11........ 1,458,285 1,036,982 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,000 4,000 0 4,000
c Other professional fees (attach schedule).... Click to see attachment 138,395 104,629 0 33,765
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,467 4,743 0 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 40,295 37,856 0 696
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 206,157 151,228 0 38,461
25 Contributions, gifts, grants paid....... 624,926 624,926
26 Total expenses and disbursements. Add lines 24 and 25 831,083 151,228 0 663,387
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 627,202
b Net investment income (if negative, enter -0-) 885,754
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............. 32,344 63,220 63,220
2 Savings and temporary cash investments......... 1,010,119 1,313,866 1,313,866
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment1,055,006 1,055,006
b Investments—corporate stock (attach schedule)....... 12,771,095 Click to see attachment14,462,020 14,462,020
c Investments—corporate bonds (attach schedule)....... 2,114,533 Click to see attachment815,737 815,737
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,548,023 Click to see attachment2,566,331 2,566,331
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) 17,476,114 20,276,180 20,276,180
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........ 17,476,114 20,276,180
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)..... 17,476,114 20,276,180
30 Total liabilities and net assets/fund balances (see instructions). 17,476,114 20,276,180
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
17,476,114
2
Enter amount from Part I, line 27a .....................
2
627,202
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,172,864
4
Add lines 1, 2, and 3 ..........................
4
20,276,180
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,276,180
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 TOTAL CAPITAL GAIN DISTRIBUTIONS P    
b PUBLICLY TRADED SECURITIES      
c UBTI CAPITAL GAIN FROM AG K-1 P    
d CAPITAL GAIN FROM AG K-1 P    
e CAPITAL GAIN FROM AG K-1 P    
CAPITAL GAIN FROM SVG K-1 P    
CAPITAL GAIN FROM SVG K-1 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 22,637     22,637
b 4,773,573   4,128,901 644,672
c 8,726   8,726 0
d     2,348 -2,348
e 7,548     7,548
48,593     48,593
1,693     1,693
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       22,637
b       644,672
c       0
d       -2,348
e       7,548
      48,593
      1,693
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 2 722,795
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 12,312
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 12,312
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 12,312
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,410
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,910
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 2,598
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,598 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 addressbulletWWW.CATTOSHAWFOUNDATION.ORG
    14
    The books are in care ofbulletWOODY CREEK MANAGEMENT GROUP Telephone no.bullet (303) 225-8473

    Located atbullet250 STEELE STREET SUITE 375DENVERCO ZIP+4bullet80206
    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
     
    No
    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
    ISA CATTO SHAW EXECUTIVE DIRECTOR
    1.00     		0 0 0
    250 STEELE STREET SUITE 375
    DENVER,CO80206
    DANIEL A SHAW PRESIDENT
    1.00     		0 0 0
    250 STEELE STREET SUITE 375
    DENVER,CO80206
    JENNIFER CROSSETT TREASURER
    1.00     		0 0 0
    250 STEELE STREET SUITE 375
    DENVER,CO80206
    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
    MERRILL LYNCH INVESTMENT MANAGEMENT 70,864
    1500 AMERICAN BOULEVARD
    PENNINGTON,NJ085344129
    WOODY CREEK MANAGEMENT GROUP BACK OFFICE 67,531
    250 STEELE STREET SUITE 375
    DENVER,CO80206
    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
    14,744,543
    b
    Average of monthly cash balances.......................
    1b
    849,658
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,021,252
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,615,453
    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
    17,615,453
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    264,232
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,351,221
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    867,561
    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
    867,561
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,312
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    2,990
    c
    Add lines 2a and 2b............................
    2c
    15,302
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    852,259
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    852,259
    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
    852,259
    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
    663,387
    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
    663,387
    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
    663,387
    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 7 852,259
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 649,156
    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$ 663,387
    a Applied to 2019, but not more than line 2a 649,156
    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..... 14,231
    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 ..........     		838,028
    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).)
    ISA CATTO SHAW
    DANIEL A SHAW
    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
    ASPEN CENTER FOR ENVIRONMENTAL STUDIES
    100 PUPPY SMITH ST
    ASPEN,CO81611     		  PC GENERAL OPERATING FUND 108,376
    ASCEND THE ASPEN INSTITUTE
    2300 N STREET NW SUITE 700
    WASHINGTON,DC20037     		  PC GENERAL OPERATING FUND 75,000
    ASPEN COUNTRY DAY SCHOOL
    85 COUNTRY DAY WAY
    ASPEN,CO81611     		  PC GENERAL OPERATING FUND 75,000
    THE ART BASE
    99 MIDLAND SPUR
    BASALT,CO81621     		  PC GENERAL OPERATING FUND 70,000
    ASPEN WORDS
    110 EAST HALLAM STREET STE 116
    ASPEN,CO81611     		  PC GENERAL OPERATING FUND 51,000
    VALLEY SETTLEMENT
    520 SOUTH THIRD STREET SUITE 9
    CARBONDALE,CO81623     		  PC GENERAL OPERATING FUND 50,000
    MANAUS
    PO BOX 2026
    CARBONDALE,CO81623     		  PC GENERAL OPERATING FUND 25,000
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 500
    ARLINGTON,VA22202     		  PC GENERAL OPERATING FUND 25,000
    CREATIVE CAPITAL FOUNDATION
    15 MAIDEN LANE 18TH FLOOR
    NEW YORK,NY10038     		  PC GENERAL OPERATING FUND 15,000
    THE SHALOM FOUNDATION
    PO BOX 1354
    FRANKLIN,TN37065     		  PC GENERAL OPERATING FUND 15,000
    THE ARTS CAMPUS AT WILLITS
    360 MARKET STREET
    BASALT,CO81621     		  PC GENERAL OPERATING FUND 10,000
    INDEPENDENCE PASS FOUNDATION
    PO BOX 1700
    ASPEN,CO81612     		  PC GENERAL OPERATING FUND 10,000
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    BOULDER,CO80304     		  PC GENERAL OPERATING FUND 10,000
    CONSERVATION COLORADO EDUCATION FUND
    1536 WYNKOOP ST STE 510
    DENVER,CO80202     		  PC GENERAL OPERATING FUND 10,000
    ROARING FORK PRECOLLEGIATE
    PO BOX 503
    CARBONDALE,CO81623     		  PC GENERAL OPERATING FUND 10,000
    MUSEUM OF THE LANGUAGE ARTS CONTRIBUTION
    925 13TH STREET NW
    WASHINGTON,DC20005     		  PC GENERAL OPERATING FUND 10,000
    LIFTUP
    41 10TH AVE N
    HOPKINS,MN55343     		  PC GENERAL OPERATING FUND 10,000
    LAWYERS' COMMITTEE
    1500 K STREET NW SUITE 900
    WASHINGTON,DC20005     		  PC GENERAL OPERATING FUND 10,000
    ENGLISH IN ACTION
    PO BOX 4856
    BASALT,CO81621     		  PC GENERAL OPERATING FUND 7,500
    FRACTURED ATLAS INC
    228 PARK AVENUE SOUTH
    NEW YORK,NY10003     		  PC GENERAL OPERATING FUND 5,000
    ANDERSON RANCH ARTS CENTER
    PO BOX 5598
    SNOWMASS VILLAGE,CO81615     		  PC GENERAL OPERATING FUND 5,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		  PC GENERAL OPERATING FUND 5,000
    ASPEN EDUCATION FOUNDATION
    PO BOX 2200
    ASPEN,CO81612     		  PC GENERAL OPERATING FUND 4,500
    ACCESS AFTERSCHOOL
    PO BOX 819
    CARBONDALE,CO81623     		  PC GENERAL OPERATING FUND 2,500
    RESPONSE
    0405 CASTLE CREEK ROAD STE 203
    ASPEN,CO81611     		  PC GENERAL OPERATING FUND 2,500
    ADVOCATE SAFEHOUSE PROJECT
    PO BOX 2036 GLENWOOD
    SPRINGS,CO81602     		  PC GENERAL OPERATING FUND 2,500
    ASPEN JOURNALISM
    1280 S UTE AVE STE 9
    ASPEN,CO81611     		  PC GENERAL OPERATING FUND 500
    THE SECRET CITY
    483 UPPER BYRDCLIFFE RD
    WOODSTOCK,NY12498     		  PC GENERAL OPERATING FUND 300
    A WAY OUT
    PO BOX 10825
    ASPEN,CO81612     		  PC GENERAL OPERATING FUND 250
    Total .................................bullet 3a 624,926
    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....     14 316,125  
    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..... 900001 8,092      
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 8,726 18 722,795  
    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).. 16,818 1,038,920 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,055,738
    (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
    CATTO SHAW FOUNDATION
    C/O WOODY CREEK MANAGEMENT GROUP
    Employer identification number

    46-5064265
    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
    CATTO SHAW FOUNDATION
    C/O WOODY CREEK MANAGEMENT GROUP         		Employer identification number
    46-5064265
    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
    CATTO CHARITABLE LEAD ANNUITY TRUST
     
    250 STEELE STREET SUITE 375
     
    DENVER, CO80206

    		$ 301,021


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CATTO CHARITABLE LEAD UNITRUST
     
    250 STEELE STREET SUITE 375
     
    DENVER, CO80206

    		$ 101,450


    (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
    CATTO SHAW FOUNDATION
    C/O WOODY CREEK MANAGEMENT GROUP         		Employer identification number

    46-5064265
    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
    CATTO SHAW FOUNDATION
    C/O WOODY CREEK MANAGEMENT GROUP         		Employer identification number

    46-5064265
    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:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,000 4,000 0 4,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 5,486 5,486
    ABBVIE INC 5,570 5,570
    ACALANES CALIF UN HIGH 16,866 16,866
    AMGEN INC 5,360 5,360
    ANTHEM INC 5,766 5,766
    CERRITOS CALIF CMNTY 10,599 10,599
    CITIGROUP INC 3,438 3,438
    CITIGROUP INC 43,551 43,551
    CITIGROUP INC 5,588 5,588
    COMCAST CORP 48,151 48,151
    CVS HEALTH CORP 2,380 2,380
    CVS HEALTH CORP 9,520 9,520
    CVS HEALTH CORP 2,380 2,380
    CVS HEALTH CORP 8,330 8,330
    CVS HEALTH CORP 24,989 24,989
    DUKE ENERGY CAROLINAS 5,964 5,964
    ENTERPRISE PRODUCTS OPER 28,831 28,831
    ENTERPRISE PRODUCTS OPER 5,543 5,543
    ENTERPRISE PRODUCTS OPER 1,373 1,373
    ENTERPRISE PRODUCTS OPER 2,746 2,746
    ENTERPRISE PRODUCTS OPER 1,373 1,373
    GENERAL ELEC CAP CORP 14,909 14,909
    GENERAL ELEC CAP CORP 13,553 13,553
    GENERAL ELEC CAP CORP 2,711 2,711
    GENERAL ELEC CAP CORP 2,711 2,711
    GENERAL ELEC CAP CORP 2,711 2,711
    GOLDMAN SACHS GROUP INC 14,120 14,120
    GOLDMAN SACHS GROUP INC 1,177 1,177
    GOLDMAN SACHS GROUP INC 4,707 4,707
    GOLDMAN SACHS GROUP INC 5,525 5,525
    GOLDMAN SACHS GROUP INC 35,300 35,300
    GOLDMAN SACHS GROUP INC 22,357 22,357
    GOLDMAN SACHS GROUP INC 1,177 1,177
    HOME DEPOT INC 5,683 5,683
    JPMORGAN CHASE & CO 63,445 63,445
    JPMORGAN CHASE & CO 5,547 5,547
    MERCK & CO INC 5,817 5,817
    MIAMI-DADE CNTY FLA 15,300 15,300
    MICROSOFT CORP 6,340 6,340
    MICROSOFT CORP 5,590 5,590
    MICROSOFT CORP 1,268 1,268
    MICROSOFT CORP 63,400 63,400
    MORGAN STANLEY 1,142 1,142
    MORGAN STANLEY 29,684 29,684
    MORGAN STANLEY 1,142 1,142
    NIKE INC 5,533 5,533
    PORT AUTH N Y & N J 10,395 10,395
    PRUDENTIAL FINANCIAL INC 5,503 5,503
    PUBLIC SERVICE ENTERPRIS 5,383 5,383
    ROYAL BANK OF CANADA 10,327 10,327
    SAN DIEGO CA RDA SUCCESS 16,499 16,499
    SHELL INTERNATIONAL FIN 3,294 3,294
    SHELL INTERNATIONAL FIN 45,021 45,021
    STARBUCKS CORP 5,731 5,731
    STATE STREET CORP 5,676 5,676
    UNITED PARCEL SERVICE 5,725 5,725
    UNIVERSITY CALIF REVS 11,125 11,125
    US BANCORP 5,413 5,413
    USD BANK NOVA SCOTIA 5,164 5,164
    VERIZON COMMUNICATIONS 11,787 11,787
    VERIZON COMMUNICATIONS 5,634 5,634
    VERIZON COMMUNICATIONS 3,536 3,536
    VERIZON COMMUNICATIONS 2,357 2,357
    VERIZON COMMUNICATIONS 2,357 2,357
    VERIZON COMMUNICATIONS 4,715 4,715
    VERIZON COMMUNICATIONS 16,502 16,502
    VERIZON COMMUNICATIONS 5,893 5,893
    WELLS FARGO & COMPANY 27,206 27,206
    WELLS FARGO & COMPANY 14,737 14,737
    WELLS FARGO & COMPANY 4,534 4,534
    WELLS FARGO & COMPANY 1,134 1,134
    WELLS FARGO & COMPANY 5,436 5,436

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAGIY 13,511 13,511
    AAL 4,494 4,494
    AAP 3,780 3,780
    AAP 9,451 9,451
    AAPL 526,116 526,116
    AAPL 37,684 37,684
    AAVMY 3,658 3,658
    ABB 6,543 6,543
    ABBV 50,361 50,361
    ABC 3,813 3,813
    ABMD 3,566 3,566
    ABT 44,562 44,562
    ACCYY 3,024 3,024
    ACN 48,846 48,846
    ACSAY 2,351 2,351
    ADBE 22,005 22,005
    ADBE 67,016 67,016
    ADDYY 7,320 7,320
    ADI 8,421 8,421
    ADM 8,721 8,721
    ADP 21,320 21,320
    ADRNY 5,207 5,207
    ADSK 14,962 14,962
    ADYEY 1,438 1,438
    AEE 3,903 3,903
    AEP 3,830 3,830
    AES 6,040 6,040
    AEXAY 1,761 1,761
    AFL 8,894 8,894
    AGESY 3,097 3,097
    AHKSY 2,414 2,414
    AIG 16,431 16,431
    AIMC 24,167 24,167
    AIN 15,271 15,271
    AIQUY 10,656 10,656
    AKAM 4,200 4,200
    AKAM 16,273 16,273
    AKAM 10,499 10,499
    AKZOY 4,760 4,760
    ALB 5,016 5,016
    ALC 3,167 3,167
    ALC 7,060 7,060
    ALFVY 2,848 2,848
    ALGN 7,481 7,481
    ALIZY 9,663 9,663
    ALL 2,528 2,528
    ALLE 2,793 2,793
    ALPMY 3,242 3,242
    ALXN 11,249 11,249
    ALXN 8,437 8,437
    AMADY 4,283 4,283
    AMAT 19,331 19,331
    AMD 26,963 26,963
    AME 12,699 12,699
    AMGN 38,167 38,167
    AMGN 14,715 14,715
    AMKBY 4,133 4,133
    AMP 6,413 6,413
    AMT 27,160 27,160
    AMZN 348,492 348,492
    AMZN 65,139 65,139
    ANET 4,359 4,359
    ANSS 6,912 6,912
    ANSS 24,375 24,375
    ANTM 20,229 20,229
    ANZBY 6,248 6,248
    AON 6,761 6,761
    AOS 2,905 2,905
    APD 13,388 13,388
    APH 3,923 3,923
    APTV 9,251 9,251
    APTV 4,951 4,951
    ARE 2,852 2,852
    ARKAY 2,666 2,666
    ASAZY 4,379 4,379
    ASBFY 2,515 2,515
    ASGLY 3,468 3,468
    ASHTY 4,738 4,738
    ASML 7,804 7,804
    ASML 18,046 18,046
    ATASY 2,946 2,946
    ATLKY 4,240 4,240
    ATO 10,688 10,688
    ATVI 11,049 11,049
    AVB 5,134 5,134
    AVGO 52,104 52,104
    AVVIY 2,584 2,584
    AWK 3,990 3,990
    AXAHY 5,077 5,077
    AXP 24,907 24,907
    AZN 14,597 14,597
    AZO 5,927 5,927
    BAC 61,105 61,105
    BASFY 6,731 6,731
    BAX 10,511 10,511
    BAYRY 5,743 5,743
    BBL 6,045 6,045
    BBVA 3,552 3,552
    BCS 4,355 4,355
    BDX 16,515 16,515
    BEN 2,324 2,324
    BFB 5,957 5,957
    BGNE 2,842 2,842
    BHP 12,415 12,415
    BIIB 12,978 12,978
    BIO 33,228 33,228
    BK 9,040 9,040
    BKNG 28,955 28,955
    BLK 22,368 22,368
    BLL 27,395 27,395
    BMRN 6,401 6,401
    BMTC 13,645 13,645
    BMWYY 2,788 2,788
    BMY 37,652 37,652
    BNPQY 6,200 6,200
    BNTGY 4,980 4,980
    BRDCY 3,149 3,149
    BRKA 347,815 347,815
    BRKB 117,558 117,558
    BSX 22,864 22,864
    BTLCY 4,563 4,563
    BUD 6,502 6,502
    BURBY 2,554 2,554
    BWA 2,048 2,048
    BXBLY 3,600 3,600
    BXP 5,388 5,388
    BZLFY 3,094 3,094
    C 36,626 36,626
    CAG 6,527 6,527
    CAH 2,142 2,142
    CAJ 3,668 3,668
    CARR 3,923 3,923
    CAT 37,678 37,678
    CB 23,858 23,858
    CBT 13,419 13,419
    CCEP 4,435 4,435
    CCI 14,168 14,168
    CCL 15,227 15,227
    CCLAY 4,616 4,616
    CCMP 20,123 20,123
    CDEVY 1,725 1,725
    CDNS 4,366 4,366
    CERN 2,904 2,904
    CF 7,277 7,277
    CFG 3,969 3,969
    CFRUY 5,530 5,530
    CGEMY 3,792 3,792
    CHD 3,925 3,925
    CHGCY 825 825
    CHTR 16,539 16,539
    CHYHY 2,353 2,353
    CI 20,818 20,818
    CINF 3,670 3,670
    CJPRY 3,846 3,846
    CKHUY 2,707 2,707
    CL 16,589 16,589
    CLPHY 2,757 2,757
    CLX 7,269 7,269
    CMA 4,134 4,134
    CMCSA 15,196 15,196
    CMCSA 62,880 62,880
    CME 20,026 20,026
    CMG 4,160 4,160
    CMI 9,992 9,992
    CMPGY 4,177 4,177
    CMWAY 12,305 12,305
    CNC 8,584 8,584
    CNP 5,497 5,497
    CODYY 3,574 3,574
    COF 6,425 6,425
    COHR 12,302 12,302
    COO 2,907 2,907
    COST 56,517 56,517
    COST 14,318 14,318
    CPB 4,013 4,013
    CRARY 2,527 2,527
    CRH 5,067 5,067
    CRM 60,083 60,083
    CRM 21,808 21,808
    CRRFY 2,082 2,082
    CRUS 12,905 12,905
    CRZBY 1,748 1,748
    CS 6,246 6,246
    CSCO 53,432 53,432
    CSLLY 10,574 10,574
    CSX 29,494 29,494
    CTAS 3,888 3,888
    CTSH 6,146 6,146
    CTTAY 2,424 2,424
    CTVA 7,667 7,667
    CTXS 6,895 6,895
    CVS 11,543 11,543
    CVS 28,208 28,208
    DAL 2,774 2,774
    DANOY 5,646 5,646
    DAR 41,414 41,414
    DASTY 5,295 5,295
    DB 2,758 2,758
    DBOEY 5,053 5,053
    DBSDY 3,650 3,650
    DD 20,124 20,124
    DE 25,560 25,560
    DEO 11,117 11,117
    DFS 6,609 6,609
    DG 11,567 11,567
    DHI 3,791 3,791
    DHR 37,986 37,986
    DIFTY 3,499 3,499
    DIOD 22,913 22,913
    DIS 87,691 87,691
    DIS 19,749 19,749
    DISCA 4,092 4,092
    DISCK 1,912 1,912
    DISH 1,940 1,940
    DKILY 8,508 8,508
    DLAKY 1,352 1,352
    DLR 13,951 13,951
    DLTR 7,131 7,131
    DMLRY 6,693 6,693
    DNPLY 2,595 2,595
    DNZOY 3,645 3,645
    DOV 7,701 7,701
    DOW 10,989 10,989
    DPSGY 8,024 8,024
    DPZ 3,835 3,835
    DQJCY 2,814 2,814
    DRE 3,957 3,957
    DRI 6,075 6,075
    DSDVY 7,814 7,814
    DSEEY 2,627 2,627
    DSNKY 7,586 7,586
    DTCWY 4,715 4,715
    DTE 8,256 8,256
    DTEGY 5,609 5,609
    DUK 28,109 28,109
    DVA 4,109 4,109
    DWAHY 4,867 4,867
    DXC 6,592 6,592
    DXCM 12,570 12,570
    EA 8,472 8,472
    EBAY 5,729 5,729
    EBKDY 2,062 2,062
    ECIFY 1,987 1,987
    ECL 12,116 12,116
    ECL 16,011 16,011
    ED 11,708 11,708
    EDNMY 3,105 3,105
    EDPFY 3,610 3,610
    EFX 3,085 3,085
    EGP 22,090 22,090
    EIX 3,832 3,832
    EJPRY 4,048 4,048
    EL 14,374 14,374
    EMN 3,811 3,811
    EMR 17,199 17,199
    ENGGY 1,122 1,122
    ENGIY 3,810 3,810
    ENLAY 11,236 11,236
    ENS 18,938 18,938
    ENTG 44,494 44,494
    EONGY 3,086 3,086
    EQIX 10,713 10,713
    EQIX 23,568 23,568
    EQR 7,884 7,884
    ERIC 6,561 6,561
    ES 3,893 3,893
    ESALY 2,433 2,433
    ESLOY 4,588 4,588
    ESS 3,799 3,799
    ETN 16,219 16,219
    ETR 3,794 3,794
    ETSY 3,914 3,914
    EVRG 2,109 2,109
    EVVTY 4,950 4,950
    EW 10,674 10,674
    EXC 9,373 9,373
    EXPE 11,386 11,386
    EXPGY 6,150 6,150
    F 9,440 9,440
    FANUY 5,086 5,086
    FAST 15,235 15,235
    FB 169,086 169,086
    FB 39,608 39,608
    FBHS 3,943 3,943
    FBK 16,045 16,045
    FCAU 2,478 2,478
    FCFS 19,401 19,401
    FCX 16,523 16,523
    FDX 11,164 11,164
    FE 7,469 7,469
    FELE 22,632 22,632
    FERGY 3,706 3,706
    FFIV 3,871 3,871
    FIS 16,409 16,409
    FIS 14,429 14,429
    FISV 24,366 24,366
    FLIR 21,389 21,389
    FLS 3,980 3,980
    FLT 4,911 4,911
    FMC 3,908 3,908
    FMS 3,325 3,325
    FORM 20,305 20,305
    FOX 1,993 1,993
    FOXA 2,679 2,679
    FRCOY 6,200 6,200
    FRRVY 4,110 4,110
    FRT 2,298 2,298
    FSNUY 2,400 2,400
    FSUGY 7,028 7,028
    FTNT 5,347 5,347
    FTV 7,861 7,861
    FUJHY 1,672 1,672
    FUJIY 3,707 3,707
    FUPBY 2,277 2,277
    GASNY 2,218 2,218
    GILD 20,274 20,274
    GIS 11,642 11,642
    GLNCY 3,844 3,844
    GLPG 594 594
    GLW 11,340 11,340
    GM 9,327 9,327
    GMAB 4,066 4,066
    GOOG 126,135 126,135
    GOOGL 126,190 126,190
    GPC 2,812 2,812
    GPN 15,079 15,079
    GPS 3,816 3,816
    GRFS 1,604 1,604
    GS 19,515 19,515
    GSK 10,488 10,488
    GVDNY 6,534 6,534
    GWW 12,659 12,659
    GWW 14,292 14,292
    HAS 3,929 3,929
    HBI 4,024 4,024
    HCA 11,841 11,841
    HCKT 11,109 11,109
    HCMLY 3,740 3,740
    HD 65,874 65,874
    HD 12,484 12,484
    HEINY 3,797 3,797
    HENKY 2,804 2,804
    HESAY 6,703 6,703
    HKHHY 3,717 3,717
    HKXCY 6,076 6,076
    HLDCY 2,002 2,002
    HLPPY 4,175 4,175
    HLT 4,117 4,117
    HMC 5,537 5,537
    HMN 13,495 13,495
    HNNMY 2,724 2,724
    HOCPY 8,050 8,050
    HOLX 3,787 3,787
    HON 15,102 15,102
    HPE 5,178 5,178
    HPQ 5,926 5,926
    HSBC 9,690 9,690
    HSIC 5,483 5,483
    HSNGY 2,318 2,318
    HST 6,481 6,481
    HSY 5,027 5,027
    HTHIY 5,320 5,320
    HTLF 12,313 12,313
    HUM 13,949 13,949
    HVRRY 3,419 3,419
    HWM 23,488 23,488
    HXGBY 5,802 5,802
    HXL 15,032 15,032
    HZO 150,000 150,000
    IBDRY 8,568 8,568
    IBM 31,848 31,848
    ICE 11,875 11,875
    IDEXY 4,652 4,652
    IDXX 3,999 3,999
    IFF 1,633 1,633
    IFJPY 2,843 2,843
    IFNNY 6,322 6,322
    IHG 3,842 3,842
    ILMN 14,430 14,430
    INCY 7,306 7,306
    INFO 17,068 17,068
    ING 4,239 4,239
    INTC 47,478 47,478
    INTU 27,729 27,729
    IPG 3,810 3,810
    IQV 12,363 12,363
    IR 3,235 3,235
    IRM 6,545 6,545
    ISNPY 4,542 4,542
    ISRG 22,089 22,089
    ISUZY 1,002 1,002
    ITOCY 6,929 6,929
    ITW 11,417 11,417
    IVZ 3,869 3,869
    IX 3,944 3,944
    JACK 28,861 28,861
    JAPSY 1,760 1,760
    JBHT 4,509 4,509
    JCI 6,336 6,336
    JGCCY 1,103 1,103
    JHX 5,517 5,517
    JKHY 4,050 4,050
    JMHLY 2,867 2,867
    JNJ 114,415 114,415
    JNPR 5,470 5,470
    JPM 110,932 110,932
    JPXGY 2,675 2,675
    JSAIY 3,085 3,085
    JSGRY 1,515 1,515
    JSHLY 1,588 1,588
    K 11,015 11,015
    KAOOY 4,246 4,246
    KBCSY 1,954 1,954
    KDDIY 6,648 6,648
    KEY 14,982 14,982
    KGFHY 3,432 3,432
    KHC 9,324 9,324
    KIM 3,482 3,482
    KKPNY 3,998 3,998
    KLAC 14,240 14,240
    KMB 7,955 7,955
    KMTUY 3,128 3,128
    KMX 3,873 3,873
    KNBWY 4,308 4,308
    KNYJY 5,283 5,283
    KO 60,763 60,763
    KR 2,255 2,255
    KSRYY 4,355 4,355
    KSU 4,083 4,083
    KUBTY 4,965 4,965
    KYOCY 3,206 3,206
    LB 3,682 3,682
    LEG 4,164 4,164
    LEN 7,089 7,089
    LFUS 21,646 21,646
    LGGNY 3,831 3,831
    LIN 49,803 49,803
    LKQ 3,700 3,700
    LLESY 2,679 2,679
    LLY 30,729 30,729
    LMECX 1,567,494 1,567,494
    LNC 15,043 15,043
    LNSTY 5,939 5,939
    LOGI 3,013 3,013
    LOW 32,905 32,905
    LRCX 13,696 13,696
    LRLCY 9,747 9,747
    LUMN 2,906 2,906
    LVMUY 14,469 14,469
    LVS 5,006 5,006
    LW 4,567 4,567
    LYB 7,516 7,516
    LYG 4,673 4,673
    LYV 4,409 4,409
    LZAGY 8,010 8,010
    MA 82,810 82,810
    MAR 9,102 9,102
    MAS 2,856 2,856
    MAURY 2,429 2,429
    MCARY 4,653 4,653
    MCD 52,358 52,358
    MCHP 10,911 10,911
    MCK 7,131 7,131
    MCO 6,095 6,095
    MDLZ 22,277 22,277
    MDT 51,424 51,424
    MET 6,761 6,761
    MFG 2,713 2,713
    MGDDY 2,443 2,443
    MGM 5,861 5,861
    MHGVY 3,583 3,583
    MHK 2,960 2,960
    MIELY 4,365 4,365
    MITEY 4,961 4,961
    MITSY 5,532 5,532
    MKC 4,111 4,111
    MKTAY 3,322 3,322
    MMC 18,720 18,720
    MMM 40,376 40,376
    MNST 10,080 10,080
    MNST 10,543 10,543
    MOGA 13,322 13,322
    MOS 8,123 8,123
    MPW 7,844 7,844
    MPWR 32,228 32,228
    MQBKY 6,540 6,540
    MRAAY 5,913 5,913
    MRK 62,495 62,495
    MRWSY 3,364 3,364
    MS 21,450 21,450
    MSADY 3,123 3,123
    MSCI 11,163 11,163
    MSFT 39,591 39,591
    MSFT 416,815 416,815
    MSI 12,584 12,584
    MT 5,015 5,015
    MTB 3,946 3,946
    MTH 17,309 17,309
    MTSFY 4,202 4,202
    MU 26,839 26,839
    MUFG 5,870 5,870
    MURGY 4,962 4,962
    MXIM 3,989 3,989
    MYGN 12,399 12,399
    NABZY 5,714 5,714
    NCLH 6,205 6,205
    NCMGY 4,037 4,037
    NDEKY 3,045 3,045
    NEE 40,427 40,427
    NEM 15,691 15,691
    NFLX 60,021 60,021
    NGG 6,552 6,552
    NGLOY 5,326 5,326
    NI 10,759 10,759
    NICE 7,089 7,089
    NINOY 620 620
    NJDCY 7,988 7,988
    NKE 30,558 30,558
    NLOK 3,699 3,699
    NLSN 4,529 4,529
    NMR 4,408 4,408
    NOK 2,815 2,815
    NOW 29,173 29,173
    NRDBY 3,713 3,713
    NRG 7,397 7,397
    NSANY 1,770 1,770
    NSC 18,771 18,771
    NSRGY 38,638 38,638
    NTAP 13,380 13,380
    NTDOY 7,810 7,810
    NTNX 5,705 5,705
    NTRS 6,240 6,240
    NTTYY 5,294 5,294
    NUE 18,882 18,882
    NVDA 79,374 79,374
    NVDA 16,710 16,710
    NVO 12,433 12,433
    NVS 21,247 21,247
    NWG 2,558 2,558
    NWL 7,834 7,834
    NWS 5,189 5,189
    NWSA 5,643 5,643
    NXPI 9,064 9,064
    O 3,917 3,917
    OCPNY 6,339 6,339
    OMC 10,229 10,229
    OMRNY 5,727 5,727
    OPHLY 3,102 3,102
    ORAN 2,609 2,609
    ORCL 40,496 40,496
    ORKLY 3,853 3,853
    ORLY 4,073 4,073
    OSUR 18,090 18,090
    OTIS 8,038 8,038
    OTSKY 3,022 3,022
    OVCHY 3,255 3,255
    PANW 15,993 15,993
    PAYC 4,523 4,523
    PAYX 3,914 3,914
    PCAR 13,632 13,632
    PCRFY 3,220 3,220
    PDRDY 6,941 6,941
    PDYPY 6,049 6,049
    PEAK 4,414 4,414
    PEB 15,228 15,228
    PEG 11,718 11,718
    PENN 41,803 41,803
    PEP 71,332 71,332
    PFE 61,473 61,473
    PFG 4,018 4,018
    PG 89,745 89,745
    PGINX 977,451 977,451
    PGR 6,922 6,922
    PH 28,058 28,058
    PHG 6,609 6,609
    PHM 4,441 4,441
    PKI 3,875 3,875
    PLD 15,647 15,647
    PNC 18,625 18,625
    POAHY 1,500 1,500
    PPG 4,038 4,038
    PPL 10,180 10,180
    PPRUY 6,810 6,810
    PRGO 2,236 2,236
    PROSY 1,627 1,627
    PRU 10,774 10,774
    PSA 7,390 7,390
    PSMMY 4,130 4,130
    PSO 1,551 1,551
    PUBGY 2,382 2,382
    PUGOY 2,953 2,953
    PUK 5,576 5,576
    PVH 3,849 3,849
    PWR 15,628 15,628
    PYPL 68,855 68,855
    QBIEY 2,302 2,302
    QCOM 19,957 19,957
    QCOM 48,901 48,901
    QGEN 1,110 1,110
    QRVO 4,157 4,157
    RACE 4,131 4,131
    RBGLY 7,393 7,393
    RCL 7,693 7,693
    RCRUY 3,742 3,742
    RDEIY 2,463 2,463
    RE 2,809 2,809
    REG 5,471 5,471
    REGN 14,976 14,976
    RELX 4,488 4,488
    RF 4,094 4,094
    RHHBY 24,770 24,770
    RHI 5,248 5,248
    RIO 9,553 9,553
    RJF 20,186 20,186
    RL 4,046 4,046
    RMD 4,039 4,039
    RNLSY 1,536 1,536
    ROK 17,557 17,557
    ROP 31,038 31,038
    ROST 6,386 6,386
    RSG 14,734 14,734
    RWEOY 3,141 3,141
    SAN 4,557 4,557
    SANM 19,230 19,230
    SAP 13,561 13,561
    SAXPY 3,748 3,748
    SBAC 6,771 6,771
    SBGSY 9,380 9,380
    SBUX 39,904 39,904
    SCGLY 1,498 1,498
    SCHW 20,420 20,420
    SCRYY 1,949 1,949
    SCS 14,336 14,336
    SDVKY 6,000 6,000
    SEKEY 2,924 2,924
    SFTBY 12,990 12,990
    SGAPY 2,419 2,419
    SGPYY 2,008 2,008
    SGSOY 3,811 3,811
    SHECY 4,662 4,662
    SHW 5,879 5,879
    SIEGY 10,266 10,266
    SJM 9,479 9,479
    SKHHY 4,790 4,790
    SLG 2,324 2,324
    SMCAY 4,226 4,226
    SMFG 4,307 4,307
    SMGZY 2,976 2,976
    SMNNY 4,894 4,894
    SNA 4,621 4,621
    SNE 13,345 13,345
    SNN 4,259 4,259
    SNPHY 716 716
    SNY 11,905 11,905
    SO 19,842 19,842
    SOMLY 4,910 4,910
    SOMMY 1,178 1,178
    SONVY 3,625 3,625
    SOUHY 1,676 1,676
    SPG 6,311 6,311
    SPGI 21,367 21,367
    SPKKY 1,797 1,797
    SPLK 13,761 13,761
    SPXCY 3,370 3,370
    SRE 12,359 12,359
    SSDOY 3,188 3,188
    SSEZY 3,719 3,719
    SSMXY 3,850 3,850
    SSREY 4,241 4,241
    SSUMY 2,988 2,988
    STBFY 2,737 2,737
    STFC 5,482 5,482
    STM 6,273 6,273
    STT 6,477 6,477
    STX 4,165 4,165
    STZ 13,581 13,581
    SUHJY 4,637 4,637
    SUTNY 1,704 1,704
    SVNDY 4,937 4,937
    SVNLY 2,497 2,497
    SWK 6,785 6,785
    SWKS 4,128 4,128
    SWRAY 3,347 3,347
    SXYAY 844 844
    SYF 6,352 6,352
    SYIEY 4,291 4,291
    SYK 19,113 19,113
    SYY 13,961 13,961
    SZKMY 2,242 2,242
    SZSAY 3,192 3,192
    T 65,256 65,256
    TAK 6,224 6,224
    TAP 10,439 10,439
    TDG 30,324 30,324
    TDHOY 1,163 1,163
    TDY 23,519 23,519
    TDY 27,831 27,831
    TEAM 4,444 4,444
    TEF 2,246 2,246
    TEL 11,986 11,986
    TELNY 2,346 2,346
    TEVA 1,303 1,303
    TEZNY 4,059 4,059
    TFC 16,152 16,152
    TFX 4,116 4,116
    TGT 24,008 24,008
    TIF 4,995 4,995
    TJX 3,005 3,005
    TKAMY 1,578 1,578
    TKOMY 5,327 5,327
    TLSYY 2,395 2,395
    TLTZY 2,681 2,681
    TM 19,012 19,012
    TMICY 2,640 2,640
    TMO 22,357 22,357
    TMO 40,989 40,989
    TMUS 17,935 17,935
    TMVWY 3,802 3,802
    TOELY 7,487 7,487
    TOSYY 1,594 1,594
    TPR 4,071 4,071
    TRMK 8,439 8,439
    TROW 4,693 4,693
    TRV 16,844 16,844
    TRYIY 2,342 2,342
    TSBHX 314,475 314,475
    TSCDY 5,705 5,705
    TSCO 3,936 3,936
    TSLA 133,372 133,372
    TSN 2,964 2,964
    TSRYY 3,677 3,677
    TT 4,064 4,064
    TTDKY 4,093 4,093
    TTGT 35,170 35,170
    TTMI 14,319 14,319
    TTNDY 3,497 3,497
    TTWO 6,026 6,026
    TWTR 13,213 13,213
    TXN 43,166 43,166
    TXN 11,325 11,325
    UA 1,295 1,295
    UAA 1,906 1,906
    UBER 12,444 12,444
    UBS 6,669 6,669
    UBSFY 2,348 2,348
    UDR 6,034 6,034
    UFCS 4,920 4,920
    UHS 2,338 2,338
    UL 14,245 14,245
    ULTA 8,615 8,615
    ULTA 12,061 12,061
    UMICY 1,845 1,845
    UNCRY 3,022 3,022
    UNH 23,846 23,846
    UNH 73,292 73,292
    UNICY 4,239 4,239
    UNM 3,946 3,946
    UNP 40,603 40,603
    UOVEY 3,725 3,725
    UPMMY 4,485 4,485
    UPS 28,965 28,965
    UPS 17,682 17,682
    URI 5,102 5,102
    USB 20,966 20,966
    UUGRY 3,374 3,374
    V 94,929 94,929
    V 33,028 33,028
    VAR 3,850 3,850
    VCISY 7,725 7,725
    VFC 11,616 11,616
    VIAC 1,453 1,453
    VIVHY 3,435 3,435
    VLEEY 1,333 1,333
    VLVLY 2,498 2,498
    VMW 9,397 9,397
    VNO 6,759 6,759
    VNT 1,470 1,470
    VOD 5,323 5,323
    VRSK 4,359 4,359
    VRSN 6,276 6,276
    VRTX 21,034 21,034
    VTR 3,237 3,237
    VTRS 5,210 5,210
    VWAPY 1,173 1,173
    VWDRY 6,337 6,337
    VZ 52,816 52,816
    WAB 8,857 8,857
    WAT 3,959 3,959
    WBA 13,280 13,280
    WBK 5,856 5,856
    WBT 18,836 18,836
    WDAY 4,073 4,073
    WDC 2,936 2,936
    WEC 7,915 7,915
    WELL 5,170 5,170
    WFAFY 7,173 7,173
    WFC 45,451 45,451
    WHGLY 1,685 1,685
    WHR 3,790 3,790
    WIX 1,000 1,000
    WJRYY 3,776 3,776
    WLTW 6,531 6,531
    WM 17,690 17,690
    WMT 44,687 44,687
    WPP 2,434 2,434
    WSBC 12,134 12,134
    WTBDY 2,205 2,205
    WWW 21,063 21,063
    WY 11,970 11,970
    WYNN 2,144 2,144
    XEL 3,934 3,934
    XLNX 4,962 4,962
    XRAY 10,367 10,367
    XRX 1,507 1,507
    XYL 6,311 6,311
    YAHOY 4,145 4,145
    YARIY 2,288 2,288
    YASKY 2,105 2,105
    YUM 9,770 9,770
    ZBH 8,167 8,167
    ZTS 18,536 18,536
    ZURVY 7,726 7,726

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    US Government Securities - End of Year Book Value:

    1,055,006
    US Government Securities - End of Year Fair Market Value:

    1,055,006
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AG DIRECT FUND AT COST 634,666 634,666
    BLACKHORN CYTOVALE AT COST 248,408 248,408
    BLACKSTAR AT COST 250,000 250,000
    SVB CREDIT INVEST VII AT COST 1,433,257 1,433,257

    TY 2020 OtherExpensesSchedule
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBSITE HOSTING 696 0 0 696
    TRAVEL/HOTEL 1,743 0 0 0
    BANK FEES 2,330 2,330 0 0
    OTHER EXPENSE 35,526 35,526 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 8,092 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Description Amount
    UNREALIZED GAIN 2,172,864


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 70,864 70,864 0 0
    FAMILY OFFICE FEES 67,531 33,765 0 33,765


    TY 2020 TaxesSchedule
    Name:
    CATTO SHAW FOUNDATION
     
    C/O WOODY CREEK MANAGEMENT GROUP
    EIN:
    46-5064265
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 14,724 0 0 0
    FOREIGN TAXES 4,124 4,124 0 0
    STATE TAXES 619 619 0 0