Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE JAMES & AGNES KIM FOUNDATION INC
C/O SIANA CARR O'CONNOR & LYNAM LLP
Number and street (or P.O. box number if mail is not delivered to street address)1500 E LANCASTER AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PAOLI, PA19301
A Employer identification number

23-2899799
B Telephone number (see instructions)

(610) 296-4200
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$39,015,503J 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) 8,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 309,474 309,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,192,153
b Gross sales price for all assets on line 6a 9,749,849
7 Capital gain net income (from Part IV, line 2)... 2,192,153
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 10,501,627 2,501,627  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,634 7,634   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 90,099 3,378   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 821 0   821
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 131,190 41,745   6,066
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 229,744 52,757   6,887
25 Contributions, gifts, grants paid....... 1,110,000 1,110,000
26 Total expenses and disbursements. Add lines 24 and 25 1,339,744 52,757   1,116,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,161,883
b Net investment income (if negative, enter -0-) 2,448,870
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,827,655 4,112,511 4,112,886
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)      
b Investments—corporate stock (attach schedule)....... 7,417,437 Click to see attachment9,484,039 21,775,121
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,603,619 Click to see attachment11,100,549 13,127,496
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) 17,848,711 24,697,099 39,015,503
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 17,848,711 24,697,099
29 Total net assets or fund balances (see instructions)..... 17,848,711 24,697,099
30 Total liabilities and net assets/fund balances (see instructions). 17,848,711 24,697,099
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
17,848,711
2
Enter amount from Part I, line 27a .....................
2
9,161,883
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,010,594
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,313,495
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,697,099
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 DODGE & COX STOCK P 2019-06-12 2020-05-15
b FIDELITY JAPAN SMALL COMPANIES P 2019-12-30 2020-10-23
c INVESCO EXCHANGE - TRA DED FD TR II KBW BK ETF P 2019-06-28 2020-03-09
d ISHARES TR CORE S & P US VALUE ETF P 2019-02-28 2020-02-05
e ISHARES TR CORE S & P US SMALL CAP ETF P 2019-12-27 2020-03-27
ISHARES TR MSCI CHINA ETF P 2019-05-09 2020-03-16
TORTOISE MLP AND PIP ELINE FUND P 2019-12-10 2020-03-06
MATTHEWS ASIA DIVIDEND INSTITUTIONAL FUND P 2019-12-30 2020-06-30
MATTHEWS PACIFIC TIGER FUND P 2019-12-30 2020-06-09
PRIMECAP ODYSSEY STOCK FUND P 2020-01-10 2020-09-08
SPDR S & P 500 ETF TR P 2020-02-28 2020-12-23
SELECT SECTOR SPDR TR HEALTH CARE P 2020-01-14 2020-11-05
VANGUARD EQUITY INCOME FUND P 2019-03-04 2020-01-23
VANGUARD LONG TERM TREASURY FUND P 2020-01-27 2020-08-20
VANGUARD INTL EQUITY INDEX FUND P 2020-01-07 2020-05-14
BECTON DICKINSON P 2012-03-27 2020-12-30
BLACKROCK INC P 2013-01-29 2020-12-30
DOVER CORP COM P 2011-12-29 2020-12-30
FIDELITY JAPAN SMALL COMPANIES P 2019-01-28 2020-10-23
ILLINOIS TOOL WORKS P 2012-01-27 2020-12-30
ISHARE TR CORE S & P SMALL CAP ETF P 2019-01-15 2020-03-27
LOWES COS INC P 2014-03-14 2020-12-30
MATTHEWS ASIA DIVIDEND INSTITUTIONAL FUND P 2019-01-28 2020-06-30
MATTHEEWS PACIFIC TIGER FUND P 2019-01-23 2020-06-09
PRIMECAP ODYSSEY STOCK FUND P 2019-03-14 2020-10-20
SELECT SECTOR SPDR TR HEALTH CARE P 2019-04-23 2020-11-05
VANGUARD EQUITY INCOME FUND P 2019-01-23 2020-10-13
VANGUARD FEDERAL MONEY MARKET FUND P 2019-01-18 2020-03-12
VANGUAR INDEX FDS MIDCAP ETF P 2019-04-25 2020-05-06
WASH SALE LOSS DISALLOWED - ISHARES TR CORE S & P US VALUE ETF P 2020-01-23 2020-01-23
WASH SALE LOSS DISLLOWED - SPDR S & P 500 ETF TR TR UNIT P 2020-12-23 2020-12-23
JPM PRIME MM FD P 2020-01-16 2020-01-16
JPM PRIME MM FD P 2020-07-10 2020-07-10
JPM PRIME MM FD P 2020-07-27 2020-07-27
JPM PRIME MM FD P 2020-11-25 2020-11-25
CAPITAL GAINS 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 295,394   386,125 -90,731
b 138,817   140,045 -1,228
c 145,748   198,787 -53,039
d 188,319   169,570 18,749
e 65,774   100,176 -34,402
166,974   195,139 -28,165
232,841   279,630 -46,789
147,009   153,060 -6,051
77,958   84,030 -6,072
232,897   261,075 -28,178
395,052   478,424 -83,372
122,631   115,072 7,559
189,975   181,966 8,009
247,460   218,025 29,435
190,342   240,972 -50,630
1,263,348   349,491 913,857
70,901   23,727 47,174
50,765   15,788 34,977
209,437   194,045 15,392
1,134,808   297,029 837,779
145,309   200,120 -54,811
693,714   212,630 481,084
32,976   32,738 238
106,330   110,030 -3,700
384,409   382,060 2,349
320,170   275,831 44,339
457,315   456,659 656
336,975   337,012 -37
149,564   168,054 -18,490
7     7
83,372     83,372
100,000   99,981 19
150,634   150,533 101
50,300   50,270 30
1,000,000   999,602 398
172,324     172,324
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       -90,731
b       -1,228
c       -53,039
d       18,749
e       -34,402
      -28,165
      -46,789
      -6,051
      -6,072
      -28,178
      -83,372
      7,559
      8,009
      29,435
      -50,630
      913,857
      47,174
      34,977
      15,392
      837,779
      -54,811
      481,084
      238
      -3,700
      2,349
      44,339
      656
      -37
      -18,490
      7
      83,372
      19
      101
      30
      398
      172,324
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 2,192,153
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 34,039
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 34,039
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 34,039
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 31,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 56,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 277
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 21,684
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet21,684 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (610) 296-4200

    Located atbullet1500 E LANCASTER AVENUEPAOLIPA ZIP+4bullet19301
    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
    AGNES C KIM PRESIDENT
    0.00     		0 0 0
    915 MT PLEASANT ROAD
    BRYN MAWR,PA19010
    JAMES J KIM TREASURER
    0.00     		0 0 0
    915 MT PLEASANT ROAD
    BRYN MAWR,PA19010
    SUSAN Y KIM SECRETARY
    0.00     		0 0 0
    854 MT PLEASANT ROAD
    BRYN MAWR,PA19010
    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 THE FOUNDATION DOES NOT DIRECTLY OR ACTIVELY CONDUCT ANY CHARITABLE ACTIVITIES. THE FOUNDATION DOES NOT MAINTAIN ANY SIGNIFICANT INVOLVEMENT GRANT PROGRAMS. 0
    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 THE FOUNDATION DOES NOT MAKE ANY PROGRAM-RELATED INVESTMENTS. 0
    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
    24,240,971
    b
    Average of monthly cash balances.......................
    1b
    3,028,153
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,269,124
    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
    27,269,124
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    409,037
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,860,087
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,343,004
    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
    1,343,004
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    34,039
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,039
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,308,965
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,308,965
    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
    1,308,965
    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
    1,116,887
    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
    1,116,887
    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
    1,116,887
    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 1,308,965
    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...... 117,971
    b From 2016...... 2,158,789
    c From 2017...... 1,376,862
    d From 2018...... 1,970,679
    e From 2019...... 167,519
    fTotal of lines 3a through e........ 5,791,820
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,116,887
    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..... 1,116,887
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 192,078 192,078
    (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 5,599,742
    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 ......     		5,599,742
    10 Analysis of line 9:
    a Excess from 2016.... 2,084,682
    b Excess from 2017.... 1,376,862
    c Excess from 2018.... 1,970,679
    d Excess from 2019.... 167,519
    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).)
    AGNES C KIM
    JAMES J KIM
    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
    CATHOLIC CHARITIES APPEAL
    222 N 17TH STREET
    PHILADELPHIA,PA191031299     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTIONGENERAL CONTRIBUTION 10,000
    DARTMOUTH COLLEGE
    10 N MAIN STREET
    HANOVER,NH03755     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 450,000
    HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    IOLANI SCHOOL
    563 KAMOKU STREET
    HONOLULU,HI968265298     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    PHILIP JAISOHN HOME HEALTH CARE
    6705 OLD YORK ROAD
    PHILADELPHIA,PA19126     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 300,000
    TEMPLE UNIVERSITY
    1801 N BROAD STREET
    PHILADELPHIA,PA19122     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 200,000
    THE HILL SCHOOL
    860 BEECH STREET
    POTTSTOWN,PA19464     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    Total .................................bullet 3a 1,110,000
    bApproved for future payment
    CATHOLIC CHARITIES APPEAL
    222 N 17TH STREET
    PHILADELPHIA,PA19103     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    DARTMOUTH COLLEGE
    10 N MAIN STREET
    HANOVER,NH03755     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50,000
    DARTMOUTH COLLEGE - ANNUAL GIFT
    10 N MAIN STREET
    HANOVER,NH03755     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 400,000
    IOLANI SCHOOL
    563 KAMOKU STREET
    HONOLULU,HI968265298     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    THE HILL SCHOOL
    860 BEECH STREET
    POTTSTOWN,PA19464     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    TWELVE PLUS (12)
    1349 W CHELTENHAM AVE STE 202
    ELKINS PARK,PA19027     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    Total .................................bullet 3b 620,000
    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....         309,474
    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 ............     		        2,192,153
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 2,501,627
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,501,627
    (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.)
    4 ALL OF THE INCOME PRODUCED BY THE FOUNDATION'S INVESTMENTS WAS OR WILL
    8 BE USED TO FURTHER THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSE BY ENABLING THE FOUNDATION TO MAKE SIGNIFICANT GRANTS IN THE CURRENT & FUTURE YEARS, TO HIGHLY RESPECTED EDUCATIONAL INSTITUTIONS IN ORDER TO IMPROVE THE QUALITY OF SECONDARY AND POST-SECONDARY EDUCATION IN THE GREATER PHILADELPHIA REGION.
    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

    Form 990PF Part XV Line 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
    CATHOLIC CHARITIES APPEAL222 N 17TH STREET
    PHILADELPHIA,PA191031299     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTIONGENERAL CONTRIBUTION 10,000
    DARTMOUTH COLLEGE10 N MAIN STREET
    HANOVER,NH03755     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 450,000
    HAMILTON COLLEGE198 COLLEGE HILL ROAD
    CLINTON,NY13323     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    IOLANI SCHOOL563 KAMOKU STREET
    HONOLULU,HI968265298     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    PHILIP JAISOHN HOME HEALTH CARE6705 OLD YORK ROAD
    PHILADELPHIA,PA19126     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 300,000
    TEMPLE UNIVERSITY1801 N BROAD STREET
    PHILADELPHIA,PA19122     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 200,000
    THE HILL SCHOOL860 BEECH STREET
    POTTSTOWN,PA19464     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    Total ...............................bullet 3a 1,110,000
    bApproved for future payment
    CATHOLIC CHARITIES APPEAL222 N 17TH STREET
    PHILADELPHIA,PA19103     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    DARTMOUTH COLLEGE10 N MAIN STREET
    HANOVER,NH03755     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50,000
    DARTMOUTH COLLEGE - ANNUAL GIFT10 N MAIN STREET
    HANOVER,NH03755     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 400,000
    IOLANI SCHOOL563 KAMOKU STREET
    HONOLULU,HI968265298     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    THE HILL SCHOOL860 BEECH STREET
    POTTSTOWN,PA19464     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    TWELVE PLUS (12)1349 W CHELTENHAM AVE STE 202
    ELKINS PARK,PA19027     		N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    Total ................................bullet 3b 620,000
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE JAMES & AGNES KIM FOUNDATION INC
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    Employer identification number

    23-2899799
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE JAMES & AGNES KIM FOUNDATION INC
    C/O SIANA CARR O'CONNOR & LYNAM LLP         		Employer identification number
    23-2899799
    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
    AGNES KIM
     
    915 MT PLEASANT ROAD
     
    BRYN MAWR, PA19010

    		$ 2,628,959


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    AGNES KIM
     
    915 MT PLEASANT ROAD
     
    BRYN MAWR, PA19010

    		$ 1,371,041


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JIM KIM
     
    915 MT PLEASANT ROAD
     
    BRYN MAWR, PA19010

    		$ 2,650,813


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    JIM KIM
     
    915 MT PLEASANT ROAD
     
    BRYN MAWR, PA19010

    		$ 1,349,187


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE JAMES & AGNES KIM FOUNDATION INC
    C/O SIANA CARR O'CONNOR & LYNAM LLP         		Employer identification number

    23-2899799
    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
    1
    		 3048 SHS DOVER CORP $ 377,785 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2050 SHS ILLINOIS TOOL WORKS $ 412,306 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 11395 SHS LOWES COS INC $ 1,838,868 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1057 SHS BECTON DICKINSON $ 263,225 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 2360 SHS DOVER CORP $ 292,510 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1410 SHS ILLIONIS TOOL WORKS $ 283,586 2020-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE JAMES & AGNES KIM FOUNDATION INC
    C/O SIANA CARR O'CONNOR & LYNAM LLP         		Employer identification number

    23-2899799
    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
    3
    		 7920 SHS LOWES COS INC $ 1,278,090 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 751 SHS BLACKROCK $ 533,402 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE JAMES & AGNES KIM FOUNDATION INC
    C/O SIANA CARR O'CONNOR & LYNAM LLP         		Employer identification number

    23-2899799
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,634 7,634   0

    TY 2020 GeneralExplanationAttachment
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Identifier Return Reference Explanation
    CONTROLLED ENTITY PART VII-A, LINE 11 CONTROLLED ENTITY - AMKOR TECHNOLOGY, INC; EIN 23-1722724; 2045 E. INNOVATION CIRCLE, TEMPE, AZ 85284. THE FOUNDATION DOES NOT HAVE AN EXCESS BUSINESS HOLDING IN THIS CONTROLLED ENTITY.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1150000 AMKOR TECHNOLOGIES INC 5,067,211 17,342,000
    957 BECTON DICKINSON 238,322 239,461
    3360 ILLINOIS TOOLS WORKS 675,780 685,037
    5000 DOVER CORPORATION 619,725 631,250
    15000 LOWES COS 2,420,625 2,407,650
    651 BLACKROCK 462,376 469,723

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    15096 VANGUARD INTL EQUITY INDEX FD ALL WORLD EX US AT COST 754,470 881,003
    270885.537 VANGUARD INT-TERM TREASURY FUND AT COST 3,108,980 3,169,361
    17074.296 MATTHEWS ASIA DIVIDEND AT COST 177,307 244,591
    6204 SPDR S&P 500 ETF TR TR UNIT AT COST 1,740,429 2,319,551
    10899.729 FIDELIY INT'L DISCOVERY FD AT COST 911,045 1,056,477
    24878.401 FIDELITY ADVISOR JAPAN FUND CLASS I AT COST 460,030 498,066
    26843.997 MATTHEWS ASIA INNOVATIONS FUND INSTITUTION CLASS AT COST 534,045 722,372
    8052.015 EVENTIDE HEALTHCARE AND LIFE SCIENCES FUND CLASS I AT COST 294,015 446,726
    2304.687 T ROWE PRICE MID CAP GROWTH AT COST 201,000 260,614
    17075.348 T ROWE PRICE SCIENCE AND TECH FUND CLASS I AT COST 729,060 940,681
    9248 ARK ETF TR AUTONOMOUS AT COST 490,088 705,530
    2840 ARK ETF TR GENOMIC REVOLUTION ETF AT COST 271,942 255,532
    18050 INVESCO EXCHANGE - TRADED FD TR WILDERHILL CLEAN ENERGY ETF AT COST 244,628 234,178
    4060 ISHARES TR RUSSELL MID CAP ETF AT COST 246,357 278,313
    8705 SELECT SECTOR SPDR TR MATLS AT COST 575,576 630,155
    8509 SELECT SECTOR SPDR TR FINANCIAL AT COST 214,895 250,845
    660 VASNGUARD INFORMATION TECH ETF AT COST 146,682 233,501

    TY 2020 OtherDecreasesSchedule
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Description Amount
    BOOK/TAX DIFFERENCE ON SALE OF SECURITIES CONTRIBUTED TO FOUNDATION 2,313,495


    TY 2020 OtherExpensesSchedule
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,884 0   2,884
    OFFICE 794 0   794
    INTERNET / TELEPHONE 2,358 0   2,358
    INVESTMENT ADVISORY FEES 41,745 41,745   0
    BANK CHARGES 30 0   30
    WASH SALE LOSS DISALLOWED 83,379 0   0


    TY 2020 TaxesSchedule
    Name:
    THE JAMES & AGNES KIM FOUNDATION INC
     
    C/O SIANA CARR O'CONNOR & LYNAM LLP
    EIN:
    23-2899799
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVEST INCOME 86,721 0   0
    FOREIGN TAX 3,378 3,378   0