Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ZIONS BANCORPORATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE SOUTH MAIN STREET 15TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT841331109
A Employer identification number

84-1411938
B Telephone number (see instructions)

(801) 844-7633
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$6,683,959J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 149,857 149,857  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,649
b Gross sales price for all assets on line 6a 3,548,428
7 Capital gain net income (from Part IV, line 2)... 83,649
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........ 233,506 233,506 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).......        
c Other professional fees (attach schedule).... Click to see attachment 17,811 17,811 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 25,970 970 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 162 162 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,943 18,943 0 0
25 Contributions, gifts, grants paid....... 2,980,319 2,980,319
26 Total expenses and disbursements. Add lines 24 and 25 3,024,262 18,943 0 2,980,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,790,756
b Net investment income (if negative, enter -0-) 214,563
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............. 92,630 229,021 229,021
2 Savings and temporary cash investments.........      
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).......      
c Investments—corporate bonds (attach schedule)....... 6,264,630 Click to see attachment3,146,820 3,138,751
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,333,583 Click to see attachment2,524,246 3,316,187
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) 8,690,843 5,900,087 6,683,959
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........... 8,690,843 5,900,087
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,690,843 5,900,087
30 Total liabilities and net assets/fund balances (see instructions). 8,690,843 5,900,087
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
8,690,843
2
Enter amount from Part I, line 27a .....................
2
-2,790,756
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,900,087
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
5,900,087
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES, SALES OF      
b PUBLICLY TRADED SECURITIES, MUTUAL FUND CAP GAIN DISTRIBUTIONS      
c HIGHLAND CRUSADER DISTRIBUTION D 2018-11-01 2020-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,459,209   3,464,779 -5,570
b 30,120     30,120
c 59,099     59,099
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -5,570
b       30,120
c       59,099
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 83,649
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 0
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 2,982
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 2,982
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 2,982
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 27,778
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,778
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 24,796
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet24,796 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)
    bulletUT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (801) 844-7633

    Located atbulletONE SOUTH MAIN STREET 15TH FLSALT LAKE CITYUT ZIP+4bullet841331109
    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
    HARRIS SIMMONS TRUSTEE/PRESIDENT
    1.00     		0 0 0
    ONE SOUTH MAIN ST 15TH FL
    SALT LAKE CITY,UT84133
    PAUL BURDISS TRUSTEE
    1.00     		0 0 0
    ONE SOUTH MAIN ST 15TH FL
    SALT LAKE CITY,UT84133
    REBECCA ROBINSON TRUSTEE
    1.00     		0 0 0
    ONE SOUTH MAIN ST 15TH FL
    SALT LAKE CITY,UT84133
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,572,432
    b
    Average of monthly cash balances.......................
    1b
    300,490
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,872,922
    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
    7,872,922
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    118,094
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,754,828
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    387,741
    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
    387,741
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,982
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,982
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    384,759
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    384,759
    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
    384,759
    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
    2,980,319
    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
    2,980,319
    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
    2,980,319
    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 7 384,759
    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...... 153,840
    b From 2016...... 221,407
    c From 2017...... 374,522
    d From 2018...... 2,064,021
    e From 2019...... 2,663,582
    fTotal of lines 3a through e........ 5,477,372
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,980,319
    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..... 384,759
    e Remaining amount distributed out of corpus 2,595,560
    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 8,072,932
    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) ...     		153,840
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		7,919,092
    10 Analysis of line 9:
    a Excess from 2016.... 221,407
    b Excess from 2017.... 374,522
    c Excess from 2018.... 2,064,021
    d Excess from 2019.... 2,663,582
    e Excess from 2020.... 2,595,560
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ LN
    DALLAS,TX75205     		  PC SUPPORTING SMU DISTINGUISHED ALUMNI AWARDS 2,000
    ATTITUDES & ATTIRE
    2050 N STEMMONS FRWY
    DALLAS,TX75207     		  PC PROMOTE PERSONAL GROWTH FOR WOMEN SEEKING SELF-SUFFICIENCY 2,800
    DRESS FOR SUCCESS HOUSTON
    3310 EASTSIDE ST
    HOUSTON,TX77098     		  PC EMPOWER WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE 1,500
    GREATER HOUSTON PARTNERSHIP FOUNDATION
    701 AVENIDA DE LAS AMERICAS
    HOUSTON,TX77010     		  PC SUPPORT ECONOMIC DEVELOPMENT IN THE GREATER HOUSTON AREA 25,000
    HOUSTON LIVESTOCK SHOW & RODEO
    3 NRG PARK
    HOUSTON,TX77054     		  PC PROMOTE AGRICULTURE AND EDUCATE COMMUNITY & YOUTH 4,000
    TEXAS CHRISTIAN UNIVERSITY
    PO BOX 297044
    FORT WORTH,TX76129     		  PC SUPPORT EARLY CHILDHOOD EDUCATION FACILITY 1,000
    RETINA FOUNDATION OF THE SOUTHWEST
    9600 N CENTRAL EXPRESSWAY
    DALLAS,TX75231     		  PC ADVANCE SIGHT-SAVING TREATMENTS 4,380
    RICHARDSON EAST ROTARY FOUNDATION
    PO BOX 833765
    RICHARDSON,TX75083     		  PC PROVIDE COMMUNITY SERVICE 275
    SPIRIT GOLF ASSOCIATION
    2441 HIGH TIMBERS
    THE WOODLANDS,TX77380     		  PC PROMOTE AMATEUR GOLF FOR PHILANTHROPIC PURPOSES 12,500
    SPRING SPIRIT INC
    8526 PITNER RD
    HOUSTON,TX77080     		  PC PROVIDE PATHWAYS FOR YOUTH TO REALIZE LIFE OPPORTUNITIES 3,750
    ST ANTHONY CATHOLIC SCHOOL
    205 W HUISACHE AVE
    SAN ANTONIO,TX78212     		  PC EDUCATES A DIVERSE STUDENT BODY IN ACADEMICS AND CHRISTIAN VALUES 2,500
    STAR OF HOPE MISSION
    4848 LOOP CENTRAL DR
    HOUSTON,TX77081     		  PC MEET NEEDS OF HOMELESS MEN, WOMEN, AND CHILDREN 4,100
    CARE FOR THE CURE
    PO BOX 29331
    SAN ANTONIO,TX78229     		  PC FUND CANCER RESEARCH AND SUPPORTING PATIENTS AND THEIR FAMILIES 1,100
    TRINITY VALLEY SCHOOL
    7500 DUTCH BRANCH RD
    FORT WORTH,TX76132     		  PC PROVIDE SCHOLARSHIP TO PREPARE FOR COLLEGE AND PROMOTE LASTING VALUES 3,500
    MATAGORDA EPISCOPAL HEALTH OUTREACH PROGRAM CORPORATION
    101 AVENUE F NORTH
    BAY CITY,TX77414     		  PC PROVIDE HEALTH OUTREACH 500
    GREATER NEW BRAUNFELS ECONOMIC DVLPMNT FNDTN
    390 S SEGUIN ST
    NEW BRAUNFELS,TX78130     		  PC SUPPORT ECONOMIC DEVELOPMENT IN NEW BRAUNFELS AREA 5,000
    HOUSTON ACADEMY OF MEDICINE
    1515 HERMANN DR
    HOUSTON,TX77004     		  PC SUPPORT THE TEXAS MEDICAL CENTER LIBRARY 300
    JEWISH FAMILY SERVICE
    4131 S BRARSWOOD BLVD
    HOUSTON,TX77025     		  PC PROVIDE BEST PRACTICE SOCIAL SERVICES TO EMPOWER INDIVIDUALS, FAMILIES, AND COMMUNITIES 3,000
    EDUCATIONAL PROGRAMS INSPIRING COMMUNITIES INC
    707 LEHMAN ST
    HOUSTON,TX77018     		  PC ASSIST IN TRAINING INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES 2,520
    FORT BEND COUNTY CHILD ADVOCATES INC
    5403 AVENUE N
    ROSENBERG,TX77471     		  PC PROVIDE FINANCIAL EDUCATION OUTREACH 10,000
    CASA DE ESPERANZA DE LOS NINOS INCORPORATED
    PO BOX 301209
    HOUSTON,TX77230     		  PC PROVIDE COMPREHENSIVE SUPPORT PROGRAMS TO BREAK CYCLE OF CHILD ABUSE 910
    CAN CARE INC
    9375 KATY FREEWAY
    HOUSTON,TX77024     		  PC PROVIDE HOPE AND HEALING TO CANCER COMMUNITY 1,200
    BOTANICAL RESEARCH INSTITUTE OF TEXAS INC
    1700 UNIVERSITY DR
    FORT WORTH,TX76107     		  PC EXPLORE, EXPLAIN, AND DISPLAY THE PLANT WORLD TO ENRICH LIVES AND CONSERVE LIFE ON EARTH 3,825
    ARLINGTON MUSEUM OF ART INC
    201 W MAIN ST
    ARLINGTON,TX76010     		  PC PROMOTE VISUAL ARTS 500
    AMERICAN HEART ASSOCIATION INC
    105 DECKER CT
    DALLAS,TX75062     		  PC FIGHT HEART DISEASE AND STROKE 3,800
    ALLIANCE FOR CHILDREN INC
    908 SOUTHLAND AVE
    FORT WORTH,TX76104     		  PC PROVIDE CHILDREN'S ADVOCY CENTER FOR TARRANT COUNTY 2,310
    ALBERT SCHWEITZER FELLOWSHIP HOUSTON-GALVESTON
    6431 FANNIN ST
    HOUSTON,TX77030     		  PC TRAIN PROFESSIONALS TO SERVE AND EMPOWER VULNERABLE PEOPLE 1,200
    THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION
    PO BOX 230345
    HOUSTON,TX77223     		  PC EMPOWER STUDENTS IN PURSUIT OF LEARNING, DISCOVERY, LEADERSHIP, AND ENGAGEMENT 1,500
    UNITED WAY OF GREATER HOUSTON
    50 WAUGH DR
    HOUSTON,TX77007     		  PC IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 70,000
    THEATRE UNDER THE STARS INC
    800 BAGBY ST
    HOUSTON,TX77002     		  PC ENRICH LIVES THROUGH MUSICAL THEATER, EDUCATIONAL CURRICULUMS, AND COMMUNITY ENGAGEMENT 250
    THE WOMEN'S RESOURCE OF GREATER HOUSTON
    730 N POST OAK
    HOUSTON,TX77024     		  PC HELP WOMEN BECOME FINANCIALLY INDEPENDENT AND FINANCIALLY STABLE 1,550
    THE BROOKWOOD COMMUNITY INC
    1752 FARM TO MARKET 1489
    BROOKSHIRE,TX77423     		  PC PROVIDE SPIRITUAL, EDUCATIONAL, AND VOCATIONAL OPPORTUNITIES FOR ADULTS WITH SPECIAL NEEDS 2,500
    WILLIAM MARSH RICE UNIVERSITY
    6100 MAIN ST
    HOUSTON,TX77005     		  PC SUPPORT KINDER INSTITUTE FOR URBAN RESEARCH TO BUILD BETTER CITIES 935
    RECOVERY WERKS
    618 COMAL AVE
    CANYON LAKE,TX78130     		  PC PROVIDE SUBSTANCE ABUSE RECOVERY SUPPORT SERVICES 844
    W OSCAR NEUHOUS MEMORIAL FOUNDATION
    4433 BISSONNET
    BELLAIRE,TX77401     		  PC PROVIDE READING SUCCESS FOR ALL 1,660
    P4L (PREPARED FOR LIFE)
    2855 MANGUM
    HOUSTON,TX77092     		  PC HELP YOUTH BECOME BUSINESS AND COMMUNITY LEADERS OF TOMORROW 2,500
    LANDMARK CHARITIES
    11111 WILCREST GREEN
    HOUSTON,TX77042     		  PC SUPPORT WORTHY NONPROFIT ORGANIZATIONS 2,743
    SEARCH HOMELESS SERVICES
    2015 CONGRESS AVE
    HOUSTON,TX77002     		  PC ASSIST IN BREAKING THE CYCLE OF POVERTY AND HOMELESSNESS 1,200
    DALLAS ARBORETUM AND BOTANICAL
    8525 GARLAND RD
    DALLAS,TX75218     		  PC PROMOTE ART, ENJOYMENT, AND KNOWLEDGE OF HORTICULTURE 3,318
    THE ROSE
    12700 N FEATHERWOOD DR
    HOUSTON,TX77034     		  PC PROVIDE TREATMENT SERVICES FOR BREAST CANCER 1,000
    UNITED WAY OF GREATER BAYTOWN AREA & CHAMBERS COUNTY
    5309 DECKER DR
    BAYTOWN,TX77520     		  PC PROVIDE RESOURCES TO MEET COMMUNITY NEEDS 5,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER HOUSTON AREA
    15055 WALLISVILLE RD
    HOUSTON,TX77049     		  PC SPONSOR BETTER US CAMPAIGN TO SUBSIDIZE LOW TO MODERATE INCOME COST FOR YMCA PROGRAMMING 1,000
    WHEELER AVENUE INNER CITY VISIONS INC
    3826 WHEELER AVE
    HOUSTON,TX77004     		  PC FUND AFFILIATE NON-PROFIT ENTITIES 420
    HOLOCAUST MUSEUM HOUSTON
    5401 CAROLINE ST
    HOUSTON,TX77004     		  PC PROVIDE EDUCATION ABOUT THE HOLOCAUST AND HUMAN RIGHTS 7,500
    HOPE AND HEALING CENTER & INSTITUTE
    717 SAGE RD
    HOUSTON,TX77056     		  PC PROVIDE COMPREHENSIVE MENTAL HEALTH RESOURCE 2,150
    HOUSTON CINEMA ARTS SOCIETY
    4200 MONTROSE BLVD
    HOUSTON,TX77006     		  PC PROVIDE PUBLIC, EDUCATIONAL, CAREER-ADVANCING FILM AND ARTS PROGRAMMING 1,000
    TECHNOLOGY & ENTREPRENEURSHIP CENTER OF HOUSTON INC
    410 PIERCE ST
    HOUSTON,TX77002     		  PC ACCELERATE THE GROWTH OF HOUSTON'S INNOVATIVE ECOSYSTEM 8,333
    JDRF INTERNATIONAL
    1776 YORKTOWN
    HOUSTON,TX77056     		  PC FIGHT TO END TYPE 1 DIABETES 5,000
    WILLIAM MARSH RICE UNIVERSITY
    6100 MAIN ST
    HOUSTON,TX77005     		  PC SPONSOR VETERAN'S IN BUSINESS ASSOCIATION STUDENT CLUB 1,250
    BANGLADESH ASSOCIATION
    13415 RENN RD
    HOUSTON,TX77083     		  PC PROVIDE COVID 19 FOOD RELIEF 2,000
    BOYS AND GIRLS COUNTRY OF HOUSTON INC
    18806 ROBERTS RD
    HOCKLEY,TX77447     		  PC PROVIDE STABLE HOME ENVIRONMENT EMPHASIZING EDUCATION 2,500
    COMAL COUNTY JR LIVESTOCK SHOW ASSOCIATION INC
    PO BOX 311976
    NEW BRAUNFELS,TX78131     		  PC PROMOTE AGRICULTURAL LIFE FOR YOUTH OF COMAL COUNTY 980
    MIGHTY OAKS FOUNDATION
    13397 INNOVATION COURT
    MURRIETA,CA92563     		  PC PROVIDE PEER-BASED ASSISTANCE FOR BROKEN-HEARTED 1,000
    MUSEUM OF FINE ARTS HOUSTON
    1001 BISSONNET
    HOUSTON,TX77005     		  PC PROVIDE ART EXHIBITIONS 20,000
    SAN ANTONIO LIVESTOCK EXPOSITION INC
    723 ATT CENTER PARKWAY
    SAN ANTONIO,TX78219     		  PC EMPHASIZE AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS 2,375
    SAN LEON OYSTER FEST
    103 AVENUE C
    SAN LEON,TX77539     		  PC WORK TO ENHANCE PUBLIC OYSTER REEFS 1,500
    SPORTS AUTHORITY FOUNDATION
    701 AVENIDA DE LAS AMERICAS
    HOUSTON,TX77010     		  PC PROMOTE THE REGIONS FOR SPORTS-RELATED EVENTS 800
    SPAULDING FOR CHILDREN DBA ARMS WIDE ADOPTION SERVICES
    6925 PORTWEST DR
    HOUSTON,TX77024     		  PC TRANSFORM LIVES OF CHILDREN IN NEED OF SAFE AND NURTURING PERMANENT FAMILITES 4,400
    BACK ON MY FEET
    100 S BROAD ST
    PHILADELPHIA,PA19110     		  PC COMBAT HOMELESSNESS THROUGH RUNNING, COMMUNITY SUPPORT, EMPLOYMENT, HOUSING 2,000
    HOUSTON AREA WOMEN'S CENTER INC
    1010 WAUGH DR
    HOUSTON,TX77019     		  PC WORK TO END DOMESTIC AND SEXUAL VIOLENCE 1,000
    INTERFAITH MINISTRIES FOR GREATER HOUSTON
    3303 MAIN ST
    HOUSTON,TX77002     		  PC PROVIDE MEALS ON WHEELS DURING COVID 19 10,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION - TARRANT COUNTY AFFILIATE
    600 E EXCHANGE ST
    FORT WORTH,TX76164     		  PC PREVENT AND CURE BREAST CANCER 7,500
    THE HOBBY CENTER FOUNDATION
    800 BAGBY ST
    HOUSTON,TX77002     		  PC PROVIDE WORLD-CLASS ENTERTAINMENT AND INNOVATIVE WORKS; INSPIRE PERFORMERS AND PATRONS 2,960
    HOUSTON TEXANS FOUNDATION
    TWO NRG PARK
    HOUSTON,TX77054     		  PC SPONSOR CHAMPIONS FOR YOUTH 18,000
    ACRES HOME CHAMBER FOR BUSINESS AND ECONOMIC DEVELOPMENT INC
    6112 WHEATLEY ST
    HOUSTON,TX77091     		  PC SUPPORT BUSINESS AND ECONOMIC DEVELOPMENT 1,000
    ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC
    710 N POST OAK RD
    HOUSTON,TX77079     		  PC CREATE COMMUNITY-WIDE SOLUTIONS FOR THRIVING NONPROFITS, NEIGHBORHOODS, AND FAMILIES 300
    ANY BABY CAN OF SAN ANTONIO INC
    217 HOWARD ST
    SAN ANTONIO,TX78212     		  PC SERVE FAMILIES WITH CHILDREN AND YOUTH FACING HEALTH OR DEVELOPMENTAL CHALLENGES 2,500
    AVENUE COMMUNITY DEVELOPMENT CORPORATION
    3517 IRVINGTON BLVD
    HOUSTON,TX77009     		  PC WORK TO BUILD AFFORDABLE HOMES AND STRENGTHEN COMMUNITIES 500
    UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
    700 S ALAMO ST
    SAN ANTONIO,TX78213     		  PC IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 10,000
    UNITED WAY OF METROPOLITAN DALLAS INC
    1800 N LAMAR ST
    DALLAS,TX75202     		  PC IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 10,000
    INTERFAITH MINISTRIES FOR GREATER HOUSTON
    3303 MAIN ST
    HOUSTON,TX77002     		  PC PROVIDE MEALS ON WHEELS DURING COVID 19 15,000
    UNITED WAY OF GREATER HOUSTON
    50 WAUGH DR
    HOUSTON,TX77007     		  PC IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 16,668
    COVENANT COMMUNITY CAPITAL CORPORATION
    3300 LYONS AVE
    HOUSTON,TX77020     		  PC FINANCIAL EDUCATION SUPPORT 1,000
    COMP-U-DOPT
    1602 AIRLINE DR
    HOUSTON,TX77009     		  PC PROVIDE TECHNOLOGY ACCESS AND EDUCATION TO UNDERSERVED YOURTH 1,500
    AMERICAN NATIONAL RED CROSS
    2700 SOUTHWEST FREEWAY
    HOUSTON,TX77098     		  PC PROVIDE HURRICANE LAURA DISASTER RELIEF 2,000
    BOBBY BRAGAN YOUTH FOUNDATION
    PO BOX 470765
    FORT WORTH,TX76147     		  PC SUPPORT CHILDREN IN PURSUING EDUCATION AND CAREER 3,565
    BUILDERS OF HOPE CDC
    2215 CANADA DR
    DALLAS,TX75212     		  PC SPONSOR BACK TO SCHOOL COMMUNITY EVENT 1,000
    CHILDREN AT RISK INC
    2900 WESLAYAN ST
    HOUSTON,TX77027     		  PC ADDRESS CHILD POVERTY AND INEQUALITY 2,500
    CREDIT COALITION
    3300 LYONS AVE
    HOUSTON,TX77020     		  PC EMPOWER CONSUMERS WITH FINANCIAL AND HOMEBUYER COUNSELING 1,000
    FORT WORTH MUSEUM OF SCIENCE AND HISTORY
    1600 GENDY
    FORT WORTH,TX76107     		  PC SUPPORT SCIENCE MUSEUM AND THEATER 3,000
    TEXAS CHRISTIAN UNIVERSITY
    PO BOX 297044
    FORT WORTH,TX76129     		  PC PROVIDE EARLY CHILDHOOD EDUCATION FACILITY 2,400
    MARCH OF DIMES INC
    555 HEMPHILL ST
    FORT WORTH,TX76104     		  PC IMPROVE HEALTH OF MOMS AND BABIES 3,800
    MEMORIAL ASSISTANCE MINISTRIES INC
    1625 BLALOCK RD
    HOUSTON,TX77080     		  PC PROVIDE PROGRAMS TO BUILD STABLE FAMILIES AND COMMUNITIES 2,500
    SUSAN G KOMEN BREAST CANCER FOUNDATION - HOUSTON AFFILIATE
    602 SAWYER
    HOUSTON,TX77007     		  PC PREVENT AND CURE BREAST CANCER 3,350
    WITTE MUSEUM
    3801 BROADWAY
    SAN ANTONIO,TX78209     		  PC SUPPORT MUSEUM OF NATURE, SCIENCE, AND CULTURE 2,500
    BOYS AND GIRLS COUNTRY OF HOUSTON INC
    18806 ROBERTS RD
    HOCKLEY,TX77447     		  PC PROVIDE STABLE HOME ENVIRONMENT EMPHASIZING EDUCATION 5,000
    CENTER FOR HOUSTON'S FUTURE
    701 AVENIDA DE LAS AMERICAS
    HOUSTON,TX77010     		  PC FURTHERS THE REGION AS A TOP GLOBAL COMMUNITY 8,333
    HARMONY COMMUNITY DEVELOPMENT CORPORATION
    6969 PASTOR BAILEY DR
    DALLAS,TX75237     		  PC SUPPORT FINANCIAL ASSISTANCE PROGRAM 1,000
    HOUSTON PUBLIC MEDIA FOUNDATION
    4343 ELGIN ST
    HOUSTON,TX77204     		  PC SUPPORT HOUSTON PUBLIC MEDIA INNOVATION AND SUSTAINABILITY 5,000
    KIPP TEXAS INC
    10711 KIPP WAY DR
    HOUSTON,TX77372     		  PC PROMOTE EXCELLENT EDUCATION 1,000
    LIFT FUND INC
    2007 W MARTIN ST
    SAN ANTONIO,TX78207     		  PC PROVIDE FINANCIAL EDUCATION 2,000
    MUTLTICULTURAL EDUCATION & COUSELING THROUGH THE ARTS
    1900 KANE ST
    HOUSTON,TX77007     		  PC PROVIDE ALTERNATIVE ART ACTIVITIES FOR YOUTH AND FAMILIES 1,000
    NATIONAL CMV FOUNDATION INC
    PO BOX 18322
    TAMPA,FL33679     		  PC WORK TO PREVENT THE MOST INFECTIOUS CAUSE OF BIRTH DEFECTS IN THE U.S. 650
    SAN ANTONIO LIVESTOCK EXPOSITION INC
    PO BOX 200230
    SAN ANTONIO,TX78220     		  PC EMPHASIZE AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS 1,300
    STAR OF HOPE MISSION
    4848 LOOP CENTRAL DR
    HOUSTON,TX77081     		  PC FEED AND CARE FOR HOMELESS 500
    CY-FAIR EDUCATIONAL FOUNDATION
    11803 GRANT RD
    CYPRESS,TX77429     		  PC PROVIDES HIGHER EDUCATION OPPORTUNITIES 1,700
    WILKINSON CENTER
    PO BOX 720248
    DALLAS,TX75372     		  PC PROVIDE PATHWAYS TO SELF-SUFFICIENCY 1,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SN ANTONIO
    231 E RHAPSODY
    SAN ANTONIO,TX78216     		  PC PROVIDE PROGRAMS TO FOSTER PERSONAL AND SOCIAL CHANGE 1,500
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SN ANTONIO
    231 E RHAPSODY
    SAN ANTONIO,TX78216     		  PC PROVIDE PROGRAMS TO FOSTER PERSONAL AND SOCIAL CHANGE 1,000
    SPAULDING FOR CHILDREN DBA ARMS WIDE ADOPTION SERVICES
    6925 PORTWEST DR
    HOUSTON,TX77024     		  PC TRANSFORM LIVES OF CHILDREN IN NEED OF SAFE AND NURTURING PERMANENT FAMILITES 2,350
    AVENUE COMMUNITY DEVELOPMENT CORPORATION
    3517 IRVINGTON BLVD
    HOUSTON,TX77009     		  PC WORK TO BUILD AFFORDABLE HOMES AND STRENGTHEN COMMUNITIES 8,333
    DRESS FOR SUCCESS HOUSTON
    3310 EASTSIDE ST
    HOUSTON,TX77098     		  PC EMPOWER WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE 2,200
    FIFTH WARD COMMUNITY REDEVELOPMENT
    4300 LYONS AVE
    HOUSTON,TX77020     		  PC DEVELOP PLACES AND OPPORTUNITIES TO LIVE, WORK, AND PLAY 2,000
    GIRLS INCORPORATED OF GREATER HOUSTON
    2190 N LOOP WEST
    HOUSTON,TX77018     		  PC PROVIDE OPPORTUNITIES FOR GIRLS 1,500
    HAVEN FOR HOPE OF BEXAR COUNTY
    1 HAVEN FOR HOPE WAY
    SAN ANTONIO,TX78207     		  PC PROVIDE CARE FOR HOMELESS 1,500
    HOUSTON HABITAT FOR HUMANITY INC
    3750 N MCCARTY ST
    HOUSTON,TX77029     		  PC PROVIDE PERMANENT AND AFFORDABLE HOMEOWNERSHIP 1,375
    LEGACY COMMUNITY HEALTH SERVICES INC
    PO BOX 66308
    HOUSTON,TX77266     		  PC DEVELOPS PROGRAMS TO ADDRESS UNMET NEEDS IN HEALTH-RELATED SERVICES 18,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    111 N LOOP WEST
    HOUSTON,TX77008     		  PC FINANCIAL LITERACY SUPPORT 1,000
    NATIONAL BLACK MBA ASSN HOUSTON CHAPTER INC
    PO BOX 56509
    HOUSTON,TX77256     		  PC SUPPORT FOR LEADERS OF TOMORROW PROGRAM 2,500
    PRO-VISION INC
    4590 WILMINGTON ST
    HOUSTON,TX77051     		  PC PROVIDE ACADEMIC, ECONOMIC, AND SOCIAL OPPORTUNITIES FOR YOUNG PEOPLE AND FAMILIES 10,000
    PROJECT GRAND HOUSTON
    3100 MAIN ST
    HOUSTON,TX77002     		  PC PROVIDE SCHOLARSHIP PROGRAM 2,500
    PROUNITAS INC
    2007 COMMERCE ST
    HOUSTON,TX77002     		  PC SUPPORT ADOPT-A-SCHOOL PROGRAM 5,000
    SAN ANTONIO FOOD BANK INC
    5200 ENRIQUE M BARRERA PKWY
    SAN ANTONIO,TX78227     		  PC PROVIDE COVID 19 FOOD RELIEF 1,000
    SAN JOSE CLINIC
    2615 FANNIN ST
    HOUSTON,TX77002     		  PC PROVIDE COVID 19 RELIEF 1,000
    SMALL STEPS NURTURING CENTER
    2902 JENSEN
    HOUSTON,TX77026     		  PC PROVIDE EXEMPLARY EARLY CHILDHOOD PROGRAM 3,400
    TEJANO CENTER FOR COMMUNITY CONCERNS INC
    2950 BROADWAY ST
    HOUSTON,TX77017     		  PC SUPPORT HOMEBUYER EDUCATION AND HOUSING COUNSELING 1,000
    TEXAS CHRISTIAN UNIVERSITY
    BOX 297011
    FORT WORTH,TX76129     		  PC SUPPORT TCU SCHOOL OF BUSINESS 25,000
    ALLIANCE FOR MULTICULTURAL COMMUNITY SERVICES
    6440 HILLCROFT AVE
    HOUSTON,TX77081     		  PC CREATE OPPORTUNITIES FOR REFUGEES, IMMIGRANTS, AND UNDERSERVED RESIDENTS 1,000
    THE CY-FAIR EDUCATIONAL FOUNDATION
    11803 GRANT RD
    CYPRESS,TX77429     		  PC PROVIDES HIGHER EDUCATION OPPORTUNITIES 1,000
    THE HOUSTON PARKS BOARD
    300 N POST OAK LN
    HOUSTON,TX77024     		  PC CREATE OUTDOOR SPACES FOR COMMUNITY USE 3,000
    THE SETTLEMENT CLUB
    1600 PEYTON GIN RD
    AUSTIN,TX78758     		  PC PROVIDE CARE, SUPPORT, AND SERVICES FOR CHILDREN WHO SUFFERED ABUSE OR NEGLECT 1,500
    WE THE VILLAGE
    PO BOX 764993
    DALLAS,TX75376     		  PC SUPPORT FINANCIAL EDUCATION 1,000
    THE TEXAS A&M FOUNDATION
    401 GEORGE BUSH DR
    COLLEGE STATION,TX77840     		  PC SUPPORT ACADEMICS AND LEADERSHIP PROGRAMS 4,000
    VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION
    2231 STURGIS RD
    OXNARD,CA93030     		  PC PROVIDE COVID-19 RELIEF 10,000
    CHILD CARE RESOURCE CENTER INC
    20001 PRAIRIE ST
    CHATSWORTH,CA91311     		  PC CULTIVATE CHILD, FAMILY, AND COMMUNITY WELL-BEING 39,000
    ACCION SAN DIEGO
    404 EUCLID AVE
    SAN DIEGO,CA92114     		  PC SUPPORT MICROLENDING PROGRAM 20,000
    BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT
    PO BOX 3316
    REDWOOD CITY,CA94064     		  PC SUPPORT ENTREPRENEURIAL EDUCATION FOR HIGH SCHOOL STUDENTS 12,500
    FEEDING SAN DIEGO
    9455 WAPLES ST
    SAN DIEGO,CA92121     		  PC SUPPORT COVID 19 RESPONSE 10,000
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DR
    LOS ANGELES,CA90035     		  PC PROMOTE HUMAN RIGHTS AND DIGNITY 23,500
    ACCION SAN DIEGO
    404 EUCLID AVE
    SAN DIEGO,CA92114     		  PC FUND COVID-19 RECOVERY ASSISTANCE PLAN 10,000
    UNITED WAY OF SAN DIEGO COUNTY
    4699 MURPHY CANYON RD
    SAN DIEGO,CA92123     		  PC FUND WORKER ASSISTANCE INITIATIVE - COVID 19 RESPONSE 5,000
    NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY
    3926 WILSHIRE BLVD
    LOS ANGELES,CA90010     		  PC PROVIDE FREE FINANCIAL COUNSELING TO LOW INCOME DURING COVID-19 15,000
    LOCAL INITIATIVES SUPPORT ORGANIZATION
    500 S GRAND AVE
    LOS ANGELES,CA90071     		  PC PROVIDE EMERGENCY RELIEF SERVICES FOR COVID-19 RELIEF 15,000
    OLD GLOBE THEATRE
    PO BOX 122171
    SAN DIEGO,CA92112     		  PC PROMOTE AMERICAN THEATER AND PROVIDE GROWTH AND EDUCATION OF THEATER PROFESSIONALS 30,000
    LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)
    4350 S MONACO ST
    DENVER,CO80237     		  PC FOSTER CULTURAL UNDERSTANDING AND COMBAT RACISM 10,000
    FAMILIIES FORWARD
    8 THOMAS
    IRVINE,CA92618     		  PC COVID-19 EMERGENCY RESPONSE FUND 10,000
    ORANGE COUNTYS UNITED WAY
    18012 MITCHELL SOUTH
    IRVINE,CA92614     		  PC IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 25,000
    RICHMOND COMMUNITY FOUNDATION
    3260 BLUME DR
    RICHMOND,CA94806     		  PC FUND COVID-19 EMERGENCY RESPONSE 15,000
    WEST ANGELES COMMUNITY DEVELOPMENT CORPORATION
    6028 CRENSHAW BLVD
    LOS ANGELES,CA90043     		  PC INCREASE SOCIAL AND ECONOMIC JUSTICE AND ALLEVIATE POVERTY 5,000
    SAN DIEGO SYMPHONY ORCHESTRA
    1245 7TH AVE
    SAN DIEGO,CA92101     		  PC MAKE MUSIC INTEGRAL PART OF CULTURAL COMMUNITY 20,000
    UNITED NEGRO COLLEGE FUND INC
    220 MONTGOMERY ST
    SAN FRANCISCO,CA94104     		  PC FUNDS SCHOLARSHIPS FOR BLACK STUDENTS 50,000
    CENTRO DE SALUD LA COMUNIDAD DE SAN YSIDRO INC
    1601 PRECISION PARK LN
    SAN DIEGO,CA92173     		  PC FUND COVID-19 RELIEF 25,000
    VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION
    2231 STURGIS RD
    OXNARD,CA93030     		  PC PROVIDE COVID-19 RELIEF 15,000
    RURAL COMMUNITY ASSISTANCE CORPORATION
    3120 FREEBOARD DR
    WEST SACRAMENTO,CA95691     		  PC SUPPORT RE-EMERGING LOAN FUND 10,000
    METROPOLITAN AREA ADVISORY COM ON ANTI-POVERTY OF SAN DIEGO CNTY INC
    1355 THIRD AVENUE
    CHULA VISTA,CA91911     		  PC PROVIDES PROGRAMS TO SUPPORT YOUTH 10,000
    BALLET ARIZONA
    2835 EAST WASHINGTON
    PHOENIX,AZ85034     		  PC PRESERVE AND CELEBRATE DANCE 3,070
    TREASURE HOUSE
    1 NORTH 1ST
    PHOENIX,AZ85004     		  PC PROVIDE LIVING COMMUNITY FOR YOUNG ADULTS WITH COGNITIVE AND DEVELOPMENTAL DISABILITIES 8,100
    AMERICAN HEART ASSOCIATION
    105 DECKER CT
    DALLAS,TX75062     		  PC FIGHT HEART DISEASE AND STROKE 3,370
    HABITAT FOR HUMANITY CENTRAL ARIZONA
    9133 NW GRAND AVENUE
    PEORIA,AZ85345     		  PC PROVIDE PERMANENT AND AFFORDABLE HOMEOWNERSHIP 12,500
    LOCAL INITIATIVES SUPPORT CORPORATION
    4520 NORTH CENTRAL AVENUE
    PHOENIX,AZ85012     		  PC FINANCIAL LITERACY SUPPORT 5,000
    NEWTOWN COMMUNITY DEVELOPMENT CORPORATION
    511 WEST UNIVERSITY DRIVE
    TEMPE,AZ85281     		  PC HELPING PEOPLE AFFORD HOUSES 10,000
    ARIZONA OPERA COMPANY
    1636 NORTH CENTRAL AVENUE
    PHOENIX,AZ85004     		  PC PROVIDE OPERA PRODUCTIONS AND EDUCATION 5,000
    RYAN HOUSE
    110 WEST MERRELL STREET
    PHOENIX,AZ85013     		  PC PROVIDE RESPITE OR PALLIATIVE CARE FOR CHILDREN DUIRNG LIFE-LIMITING OR END-OF-LIFE JOURNEYS 5,000
    LIVE THE SOLUTION
    4803 EAST 5TH STREET
    TUCSON,AZ85711     		  PC PROVIDE SCHOLARSHIPS TO LOW-TO-MODERATE INCOME STUDENTS 5,000
    PHOENIX PERFORMIG ARTS CENTER INC
    222 EAST MONROE
    PHOENIX,AZ85004     		  PC SMALL COMMUNITY THEATER THAT MENTORS KIDS 4,340
    SANDRA DAY O'CONNER INSTITUTE
    PO BOX 4425
    PHOENIX,AZ85035     		  PC ADVANCE AMERICAN DEMOCRACY THROUGH CIVICS EDUCATION 6,400
    HOUSING SOLUTIONS OF NORTHERN ARIZONA INC
    PO BOX 30134
    FLAGSTAFF,AZ86003     		  PC PROVIDE HOUSING AND SUPPORT SERVICES TO HOMELESS AND VICTIMS OF ABUSE 7,500
    HOUSING AMERICA CORPORATION
    PO BOX 600
    SOMERTON,AZ85350     		  PC PROVIDE HOMEOWNERSHIP EDUCATION FOR LOW INCOME 5,000
    ARIZONA YWCA METROPOLITAN PHOENIX
    2999 NORTH 44TH STREET
    PHOENIX,AZ85018     		  PC PROVIDE PROGRAMS TO ELIMINATE RACISM AND EMPOWER WOMEN 10,000
    A NEW LEAF INC
    868 EAST UNIVERSITY DRIVE
    MESA,AZ85203     		  PC SUPPORT VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM 5,000
    TRELLIS
    1405 EAST MCDOWELL ROAD
    PHOENIX,AZ85006     		  PC PROVIDE HOME OWNERSHIP COUNSELING, FINANCIAL ACCESS,AND NEIGHBORHOOD DEVELOPMENT 10,000
    THE PRIMAVERA FOUNDATION INC
    811 SOUTH 6TH AVENUE
    TUCSON,AZ85701     		  PC PROVIDE HOUSING COUNSELING, HOMEOWNER AND FINANCIAL EDUCATION SERVICES 7,500
    UMOM NEW DAY CENTERS INC
    3333 EAST VAN BUREN STREET
    PHOENIX,AZ85008     		  PC PROVIDE AFFORDABLE HOUSING AND SERVICES FOR HOMELESS 5,000
    A NEW LEAF INC
    868 EAST UNIVERSITY DRIVE
    MESA,AZ85203     		  PC SUPPORT NEIGHBORHOOD ECONOMIC DEVELOPMENT SUPPORT 5,000
    ARIZONA COUNCIL OF ECONOMIC EDUCATION
    16421 NORTH TATUM BOULEVARD
    PHOENIX,AZ85032     		  PC SUPPORT ENTREPRENEURSHIP, ECONOMIC AND FINANCIAL LITERACY, AND WORKFORCE DEVELOPMENT 3,000
    BOYS AND GIRLS CLUBS OF SIERRA VISTA INC
    1746 PASEO SAN LUIS
    SIERRA VISTA,AZ85635     		  PC ASSIST YOUTH IN BECOMING PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 2,500
    BOYS AND GIRLS CLUBS OF THE COLORADO RIVER
    2250 HIGHLAND ROAD
    BULLHEAD CITY,AZ86442     		  PC ASSIST YOUTH IN BECOMING PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 3,500
    DREAMSPRING
    2000 ZEARING AVENUE NW
    ALBUQUERQUE,NM87104     		  PC REVITALIZE COMMUNITIES BY FUNDING BUSINESS DREAMS 3,000
    GROWTH PARTNERS ARIZONA
    333 NORTH WILMOT
    TUCSON,AZ85711     		  PC PROVIDE FINANCING AND CONSULTING FOR NONPROFITS AND BUSINESSES 5,000
    HABITAT FOR HUMANITY TUCSON INC
    3501 NORTH MOUNTAIN AVENUE
    TUCSON,AZ85719     		  PC PROVIDE PERMANENT AND AFFORDABLE HOMEOWNERSHIP 3,000
    INTERNATIONAL SONORAN DESERT ALLIANCE
    PO BOX 687
    AJO,AZ85321     		  PC PRESERVE THE ENVIRONMENT, CULTURE, AND ECONOMY OF THE SONORON DESERT 3,500
    PIMA COUNTY COMMUNITY LAND TRUST
    17 NORTH LINDA AVE
    TUCSON,AZ85745     		  PC PROVIDE PERMANENTLY AFFORDABLE HOUSING IN PIMA COUNTY 5,000
    SAVE THE FAMILY FOUNDATION OF ARIZONA
    125 EAST UNIVERSITY DRIVE
    MESA,AZ85201     		  PC PROVIDE PROGRAMS TO END HOMELESSNESS 5,000
    ARIZONA HOUSING COALTION
    1495 EAST OSBORN ROAD
    PHOENIX,AZ85014     		  PC PROVIDE PROGRAMS TO END HOMELESSNESS 5,000
    WEST VALLEY MAVERICKS FOUNDATION INC
    PO BOX 2216
    LITCHFIELD PARK,AZ85340     		  PC SUPPORT PROGRAMS TO ASSIST CHILDREN AND FAMILIES IN NEED 5,800
    AMERICAN HEART ASSOCIATION
    105 DECKER CT
    DALLAS,TX76052     		  PC FIGHT HEART DISEASE AND STROKE 10,000
    COMMUNITY FOUNDATION OF WESTERN NEVADA
    50 WASHINGTON STREET
    RENO,NV89503     		  PC CONNECT PEOPLE AND RESOURCES TO SOLVE COMMUNITY CHALLENGES 2,500
    REBUILDING TOGETHER SOUTHERN NEVDA
    611 SOUTH 9TH STREET
    LAS VEGAS,NV89101     		  PC PROVIDES CRITICAL HOME REPAIRS TO LOW-INCOME SENIORS, VETERANS, AND DISABLED 5,000
    DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM
    1295 BRIDLE WAY
    MINDEN,NV89423     		  PC PROVIDES NON-PERISHABLE WEEKEND FOOD TO IN-NEED STUDENTS PRE K-12 2,000
    MONEY MANAGEMENT INTERNATIONAL INC
    14141 SOUTHWEST FREEWAY
    SUGAN LAND,TX77478     		  PC PROVIDES NONPROFIT SOLUTIONS TO EVERYDAY FINANCIAL CHALLENGES 2,500
    AMERICAN HEART ASSOCIATION
    105 DECKER CT
    LAS VEGAS,NV75062     		  PC FIGHT HEART DISEASE AND STROKE 7,000
    THREE SQUARE
    4190 NORTH PECOS ROAD
    LAS VEGAS,NV89115     		  PC PROVIDES FOOD TO FAMILIES IN NEED 10,000
    FRIENDS FOR LAS VEGAS METROPOLITAN POLICE DEPARTMENT
    400 SOUTH MARTIN LUTHER KING
    BOULEVARD
    LAS VEGAS,NV89106     		  PC PROVIDES SUPPORT FOR METRO LAS VEGAS POLICE DEPARTMENT 5,000
    JDRF INTERNATIONAL
    5542 SOUTH FORT APACHE ROAD
    LAS VEGAS,NV89148     		  PC FIGHT TO END TYPE 1 DIABETES 4,750
    UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
    4505 SOUTH MARYLAND PARKWAY
    LAS VEGAS,NV89154     		  PC SUPPORT STUDENT-ATHLETE INITIATIVE 36,500
    NEVADA PARTNERS INC
    690 WEST LAKE MEAD BOULEVARD
    LAS VEGAS,NV89030     		  PC SUPPORT FINANCIAL WELNESS PROGRAM 2,500
    COMMUNITIES IN SCHOOLS OF NEVADA
    8350 WEST SAHARA AVENUE
    LAS VEGAS,NV89117     		  PC PROVIDES INTEGRATED STUDEND SUPPORT 25,000
    DOMESTIC VIOLENCE RESOURCE CENTER
    1735 VASSAR STREET
    RENO,NV89502     		  PC PROVIDES SUPPORT FOR DOMESTIC VIOLENCE VICTIMS 4,000
    THE FOOD BANK OF NORTHERN NEVADA INC
    500 ITALY DRIVE
    SPARKS,NV89437     		  PC SUPPORT CORE FOOD DISTRIBUTION PROGRAM 5,000
    NEVADA SENIOR SERVICES INC
    901 NORTH JONES BOULEVARD
    LAS VEGAS,NV89108     		  PC SUPPORT AGING MASTERY PROGRAM 4,000
    GOLDEN RAINBOW OF NEVADA INC
    714 EAST SAHARA AVENUE
    LAS VEGAS,NV89104     		  PC SUPPORT FINANCIAL ASSISTANCE FOR LOW-INCOME INDIVIDUALS 3,000
    HELPING HANDS OF VEGAS VALLEY INC
    3640 NORTH 5TH STREET
    NORTH LAS VEGAS,NV89032     		  PC SUPPORT HOME REPAIR PROGRAM FOR LOW-INCOME SENORS 3,000
    NEVADA WOMEN'S FUND
    770 SMITHRIDGE DRIVE
    RENO,NV89502     		  PC PROVIDE SCHOLARSHIPS AND FUNDING TO SUPPORT NORTHERN NEVADA WOMEN AND FAMILIES 15,000
    COLLEGE OF SOUTHERN NEVADA FOUNDATION INC
    6375 WEST CHARLESTON BOULEVARD
    LAS VEGAS,NV89146     		  PC HEALTH SCIENCES BUILDING CAMPAIGN 20,000
    JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA INC
    1921 NORTH RAINBOW BOULEVARD
    LAS VEGAS,NV89108     		  PC PROVIDE PROGRAMS TO PREPARE YOUNG PEOPLE TO SUCCEED 50,000
    YMCA OF SOUTHERN NEVADA
    4141 MEADOWS LANE
    LAS VEGAS,NV89107     		  PC PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES 2,500
    ESL IN-HOME PROGRAM OF NORTHERN NEVADA
    702 SEAN DRIVE
    CARSON CITY,NV89701     		  PC PROVIDE FUNDING FOR PROGRAM TRANSITION TO ONLINE PLATFORMS TO DEVELOP LANGUAGE SKILLS 2,000
    CULTURAL DIVERSITY FOUNDATION INC
    500 NORTH RAINBOW BOULEVARD
    LAS VEGAS,NV89107     		  PC PROVIDE COMPUTER SKILLS TRAINING TO UNEMPLOYED AND UNDER-EMPLOYED 1,000
    SHRINERS HOSPITALS FOR CHILDREN
    1680 VILLAGE CENTER CIRCLE
    LAS VEGAS,NV89134     		  PC PROVIDE MEDICAL CARE FOR CHILDREN 10,000
    NEVADA HAND INC
    295 EAST WARM SPRINGS ROAD
    LAS VEGAS,NV89119     		  PC PROVIDE AFFORDABLE HOUSING SOLUTIONS 10,000
    UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
    4505 SOUTH MARYLAND PARKWAY
    LAS VEGAS,NV89154     		  PC LEE BUSINESS SCHOOL BUILDING FUND 13,250
    UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
    4505 SOUTH MARYLAND PARKWAY
    LAS VEGAS,NV89154     		  PC PRESIDENTIAL SCHOLARSHIP FUND4 25,000
    FOUNDATION FOR AN INDEPENDENT TOMORROW
    1931 STELLA LAKE STREET
    LAS VEGAS,NV89106     		  PC PROVIDE JOB TRAINING, COACHING, AND SUPPORT 2,500
    SIERRA NEVADA JOURNEYS
    190 EAST LIBERTY STREET
    RENO,NV89501     		  PC SUPPORT STEM EDUCATION FOR LOW-INCOME SCHOOLS 2,000
    EYE CARE FOR KIDS NEVADA CHAPTER
    6150 WEST SMOKE RANCH ROAD
    LAS VEGAS,NV89108     		  PC SUPPORT FREE EYE CARE FOR LOW-INCOME CHILDREN 2,500
    SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION
    1165 HERNDON PARKWAY
    HERNDON,VA20170     		  PC SUPPORT MENTORING FOR SMALL BUSINESS OWNERS 2,500
    SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION
    1165 HERNDON PARKWAY
    HERNDON,VA20170     		  PC SUPPORT MENTORING FOR SMALL BUSINESS OWNERS 4,000
    JDRF INTERNATIONAL
    1215 4TH AVE
    SEATTLE,WA98161     		  PC FIGHT TO END TYPE 1 DIABETES 6,750
    SEATTLE CHILDREN'S THEATRE ASSOCIATION
    201 THOMAS ST
    SEATTLE,WA98109     		  PC PROVIDE ACCESS TO THEATER FOR CHILDREN OF ALL AGES 2,000
    SEATTLE COLLEGES FOUNDATION
    1500 HARVARD AVE
    SEATTLE,WA98122     		  PC INCREASE ACCESS TO QUALITY AFFORDABLE EDUCATION 2,250
    PLYMOUTH HOUSING GROUP
    2113 3RD AVE
    SEATTLE,WA98121     		  PC PRESERVE, DEVELOP, AND OPERATE HOUSING TO HELP ELIMINATE HOMELESSNESS 10,000
    CANCER LIFELINE OF KING COUNTY
    6522 FREEMONT AVE
    SEATTLE,WA98103     		  PC PROVIDE SUPPORT TO CANCER PATIENTS 4,350
    ARTSFUND
    100 W HARRISON ST
    SEATTLE,WA98119     		  PC SUPPORT FOR ARTS IN STRENGTHENING COMMUNITY 7,500
    JUNIOR ACHIEVEMENT OF WASHINGTON
    1610 PERIMETER RD
    AUBURN,WA98001     		  PC DARE TO DREAM SPONSORSHIP 4,900
    BELLWETHER HOUSING
    410 2ND AVE
    SEATTLE,WA98104     		  PC PROVIDE AFFORDABLE HOUSING 2,500
    SEATTLE SYMPHONY ORCHESTRA INC
    PO BOX 21906
    SEATTLE,WA98111     		  PC BRING PEOPLE TOGETHER AND LIFT THE HUMAN SPIRIT THROUGH THE POWER OF MUSIC 7,500
    CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
    100 23RD AVE S
    SEATTLE,WA98144     		  PC SUPPORT FOR ST. MARTIN DE PORRES SHELTER 5,000
    A CONTEMPORARY THEATRE INC
    700 UNION ST
    SEATTLE,WA98101     		  PC PROVIDE REGIONAL, NON-PROFIT THEATER 2,000
    CHIEF SEATTLE CLUB
    410 2ND AVE EXT S
    SEATTLE,WA98104     		  PC PROVIDE NATIVE-LED HOUSING AND HUMAN SERVICES 2,500
    SEATTLE POLICE FOUNDATION
    PO BOX 456
    SEATTLE,WA98111     		  PC SUPPORT FOR SEATTLE POLICE DEPARTMENT 4,500
    VON'S VISION INC
    59 CAVALIER BOULEVARD
    FLORENCE,KY41042     		  PC PROVIDES EYE CARE TO LOW-INCOME POPULATION 5,000
    SOUTHSIDE CHILDREN'S CENTER
    2601 SPRAGUE AVE
    PUEBLO,CO81004     		  PC PROVIDE CHILD CARE TO PUEBLO 377
    DENVER ZOOLOGICAL FOUNDATION INC
    2300 STEELE STREET
    DENVER,CO80205     		  PC ENRICH SOCIETY BY PROTECTING AND CARING FOR ANIMALS 10,000
    DENVER SCHOLARSHIP FOUNDATION
    789 SHERMAN STREET SUITE 610
    DENVER,CO80203     		  PC PROVIDES RESOURCES TO HELP STUDENTS ENROLL IN AND GRADUATE FROM COLLEGE 3,750
    DREAMSPRING
    2000 ZEARING AVENUE NW
    ALBUQUERQUE,NM87104     		  PC PROVIDES FUNDING AND SUPPORT FOR ENTREPRENEURS 10,000
    FOOD BANK OF THE ROCKIES
    10700 EAST 45TH AVENUE
    DENVER,CO80239     		  PC PROVIDE COVID 19 FOOD RELIEF 10,000
    YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION
    3550 EAST 1ST AVENUE
    DENVER,CO80206     		  PC PROVIDES EDUCATIONAL PROGRAMS FOR LOW-INCOME STUDENTS 5,000
    HEART & HAND
    2736 WELTON STREET
    DENVER,CO80205     		  PC PROVIDE ACADEMIC, PHYSICAL, AND EMOTIONAL SUPPORT FOR YOUTH 3,000
    LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)
    4350 S MONACO STREET
    DENVER,CO80237     		  PC FOSTER CULTURAL UNDERSTANDING AND COMBAT RACISM 10,000
    SILICON SLOPES
    772 EAST UTAH VALLEY DRIVE
    AMERICAN FORK,UT84003     		  PC EMPOWER UTAH'S STARTUP AND TECH COMMUNITY TO CONNECT AND SERVE 116,500
    SHELTER THE HOMELESS COMMITTEE INC
    242 WEST PARAMOUNT AVENUE
    SALT LAKE CITY,UT84115     		  PC SERVE HOMELESS INDIVIDUALS 100,000
    UTAH VALLEY UNIVERSITY FOUNDATION INC
    800 WEST UNIVERSITY PARKWAY
    OREM,UT84058     		  PC EXPAND SOLUTIONS TO PREVENT AND END HOMELESSNESS IN UTAH 100,000
    UNITED WAY OF SALT LAKE
    257 EAST 200 SOUTH
    SALT LAKE CITY,UT84111     		  PC IMPROVE LIVES AND BUILD A STRONGER COMMUNITY 100,000
    ANIMAL SHELTER OF WOOD RIVER VALLEY
    PO BOX 1496
    HAILEY,ID83333     		  PC CREATE NEW POSSIBILITIES FOR HOMELESS ANIMALS 50,000
    UTAH YOUTH SYMPHONY ASSOCIATION
    PO BOX 58168
    SALT LAKE CITY,UT84158     		  PC EDUCATE AND INSPIRE YOUNG MUSICIANS 80,000
    ST LUKE'S HEALTH FOUNDATION LTD
    190 EAST BANNOCK STREET
    BOISE,ID83712     		  PC CHILDREN'S PAVILION DEDICATED TO HEALTH CARE SOLUTIONS 100,000
    PARK CITY EDUCATION FOUNDATION
    1821 SIDEWINDER DRIVE
    PARK CITY,UT84060     		  PC FUND INITIATIVES TO INSPIRE STUDENTS TO REACH ADADEMIC POTENTIAL 113,500
    NATIONAL ABILITY CENTER
    1000 ABIITY WAY
    PARK CITY,UT84060     		  PC PROVIDE PROGRAMS TO BUILD SELF-ESTEEM, CONFIDENCE, AND LIFETIME SKILLS 50,000
    COMMUNITY FOUNDATION OF JACKSON HOLE
    PO BOX 574
    JACKSON,WY83001     		  PC IMPROVING LIVES THROUGH PHILANTHROPIC LEADERSHIP 25,000
    UTAH COMMUNITY BUILDERS
    175 EAST 400 SOUTH
    SALT LAKE CITY,UT84111     		  PC PROVIDE PLATFORM FOR BUSINESS COMMUNITY TO ENGAGE ON SOCIAL ISSUES 100,000
    SUCCESS IN EDUCATION FOUNDATION
    111 EAST BROADWAY
    SALT LAKE CITY,UT84047     		  PC ENHANCE AND ENRICH SCHOLASTIC EXPERIENCES 100,000
    LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)
    4350 S MONACO STREET
    DENVER,CO80237     		  PC FOSTER CULTURAL UNDERSTANDING AND COMBAT RACISM 10,000
    PASTOR FRANCE A DAVIS SCHOLARSHIP FUND INC
    1090 SOUTH STATE STREET
    SALT LAKE CITY,UT84111     		  PC PROVIDE FINANCIAL ASSISTANCE TO STUDENTS 100,000
    UTAH FESTIVAL OPERA COMPANY
    59 SOUTH 100 WEST
    LOGAN,UT84321     		  PC PROVIDE COMMUNITY WITH OPERA, MUSICAL, THEATER, CONCERTS, ETC. 100,000
    THANKSGIVING POINT INSTITUTE INC
    3003 NORTH THANKSGIVING WAY
    LEHI,UT84043     		  PC PROVIDE TRANSFORMATIVE LEARNING EXPERIENCES 50,000
    UTAH STATE UNIVERSITY FOUNDATION
    1590 OLD MAIN HILL
    LOGAN,UT84322     		  PC FUND L. TOM PERRY PAVILION IN BUSINESS SCHOOL 100,000
    SHELTER THE HOMELESS COMMITTEE INC
    242 WEST PARAMOUNT AVENUE
    SALT LAKE CITY,UT84115     		  PC NEW HOMELESS RESOURCE CENTERS 100,000
    Total .................................bullet 3a 2,980,319
    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....     14 149,857  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 83,649  
    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).. 0 233,506 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    233,506
    (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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ZIONS BANCORPORATION FOUNDATION
    EIN:
    84-1411938
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO 200,000 200,300
    BANK OF MONTREAL 300,687 300,363
    BANK OF NOVA SCOTIA 400,516 400,552
    BMW US CAP LLC 126,117 128,471
    BP CAPITAL MARKETS PLC 406,796 402,016
    DAIMLER FINANCE NA LLC 401,160 400,570
    GENERAL DYNAMICS CORP 400,279 400,487
    GOLDMAN SACHS GOUP INC 200,591 200,570
    HSBC HLDGS PLC 403,935 404,768
    WELLS FARGO & COMPANY 306,739 300,654

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ZIONS BANCORPORATION FOUNDATION
    EIN:
    84-1411938
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HLMEX FMV 144,158 207,191
    GOFXX FMV 240,148 240,148
    TBIXX FMV 113,609 113,609
    SAPYX FMV 140,007 204,518
    NWKDX FMV 102,742 158,928
    JENIX FMV 146,440 205,156
    VIG FMV 232,725 398,805
    VTI FMV 157,281 296,437
    VEU FMV 167,435 212,080
    MWTIX FMV 161,215 163,108
    HNVRX FMV 137,029 160,237
    IWS FMV 144,785 167,644
    IWP FMV 111,481 164,856
    DEMIX FMV 139,950 199,114
    HCFLP FMV 0 1
    TIDDX FMV 63,533 91,950
    AGG FMV 74,922 81,078
    DBLEX FMV 82,595 83,984
    MHYIX FMV 82,291 82,730
    GJRTX FMV 81,900 84,613

    TY 2020 OtherExpensesSchedule
    Name:
    THE ZIONS BANCORPORATION FOUNDATION
    EIN:
    84-1411938
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UT SECRETARY OF STATE FEES 162 162 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ZIONS BANCORPORATION FOUNDATION
    EIN:
    84-1411938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 17,811 17,811 0 0


    TY 2020 TaxesSchedule
    Name:
    THE ZIONS BANCORPORATION FOUNDATION
    EIN:
    84-1411938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECTION 4940 TAX PAID ON NET INVESTMENT INCOME 25,000 0 0 0
    FOREIGN TAXES PAID ON INVESTMENTS AS REPORTED ON 1099-DIV 970 970 0 0