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
B & W FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)48 SHERMAN DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MALVERN, PA19355
A Employer identification number

46-4350655
B Telephone number (see instructions)

(610) 644-7800
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$2,477,293J 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) 112
2 Check bullet.............
3 Interest on savings and temporary cash investments 24 24  
4 Dividends and interest from securities... 30,336 30,336  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 263,836
b Gross sales price for all assets on line 6a 843,179
7 Capital gain net income (from Part IV, line 2)... 263,836
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........ 294,308 294,196  
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 4,620 4,620   0
c Other professional fees (attach schedule).... Click to see attachment 20,431 20,431   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 452 288   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 23 23   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,526 25,362   0
25 Contributions, gifts, grants paid....... 101,835 101,835
26 Total expenses and disbursements. Add lines 24 and 25 127,361 25,362   101,835
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 166,947
b Net investment income (if negative, enter -0-) 268,834
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............. 24,377 32,094 32,094
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)....... 1,430,919 Click to see attachment1,590,517 2,445,199
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)..........      
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) 1,455,296 1,622,611 2,477,293
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 1,455,296 1,622,611
29 Total net assets or fund balances (see instructions)..... 1,455,296 1,622,611
30 Total liabilities and net assets/fund balances (see instructions). 1,455,296 1,622,611
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
1,455,296
2
Enter amount from Part I, line 27a .....................
2
166,947
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
368
4
Add lines 1, 2, and 3 ..........................
4
1,622,611
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
1,622,611
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 MERRILL LYNCH-2624 P    
b MERRILL LYNCH-2624 P    
c CAPITAL GAINS DIVIDENDS P    
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 84,314   91,650 -7,336
b 758,580   487,693 270,887
c 285     285
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       -7,336
b       270,887
c       285
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 2 263,836
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 3,737
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 3,737
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 3,737
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 973
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 450
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,423
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 2,314
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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
     
    No
    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
     
    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 ofbulletEISNERAMPER LLP Telephone no.bullet (215) 881-8800

    Located atbullet130 NORTH 18TH STREET SUITE 3000PHILADELPHIAPA ZIP+4bullet191032757
    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
    GILBERT WEISMAN DIRECTOR
    1.00     		0 0 0
    48 SHERMAN DRIVE
    MALVERN,PA19355
    ALANE BECKET DIRECTOR
    1.00     		0 0 0
    48 SHERMAN DRIVE
    MALVERN,PA19355
    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
    2,147,688
    b
    Average of monthly cash balances.......................
    1b
    56,561
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,204,249
    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
    2,204,249
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,064
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,171,185
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    108,559
    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
    108,559
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,737
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,737
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    104,822
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    104,822
    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
    104,822
    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
    101,835
    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
    101,835
    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
    101,835
    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 7 104,822
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 101,835
    b Total for prior years:2018, 20, 20 548
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 101,835
    a Applied to 2019, but not more than line 2a 101,835
    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..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		548
    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......     		548
    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 ..........     		104,822
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALANE BECKET
    48 SHERMAN DRIVE
    MALVERN,PA19353
    (610) 644-6469
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE, PROVIDED THAT THE ORGANIZATION QUALIFIES UNDER IRC SECTION 501(C)(3).
    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
    BRANDYWINE VALLEY SPCA
    1212 PHOENIXVILLE PIKE
    WEST CHESTER,PA19380     		NONE PC UNRESTRICTED 2,000
    MALVERN FIRE COMPANY
    424 E KING ST
    MALVERN,PA19355     		NONE PC UNRESTRICTED 500
    MALVERN PUBLIC LIBRARY
    1 E 1ST AVE 2
    MALVERN,PA19355     		NONE PC UNRESTRICTED 500
    RADNOR HUNT PONY CLUB
    PO BOX 1055
    EDGEMONT,PA19028     		NONE PC UNRESTRICTED 1,000
    THE DAVID SHELDRICK WILDLIFE TRUST FUND USA
    25283 CABOT ROAD SUITE 101
    LAGUNA HILLS,CA92653     		NONE PC UNRESTRICTED 1,500
    THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION
    DEPT LA 24875
    PASADENA,CA91185     		NONE PC UNRESTRICTED 4,500
    WILLISTOWN CONSERVATION TRUST
    925 PROVIDENCE ROAD
    NEWTOWN SQUARE,PA19073     		NONE PC UNRESTRICTED 5,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND STREET
    NEW YORK,NY10168     		NONE PC UNRESTRICTED 1,500
    MAP INTERNATIONAL
    4700 GLYNCO PKWY
    BRUNSWICK,GA31525     		NONE PC UNRESTRICTED 5,000
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 5,000
    MEALS ON WHEELS AMERICA
    1550 CYRSTAL DRIVE SUITE 1004
    ARLINGTON,VA22202     		NONE PC UNRESTRICTED 5,000
    ANIMAL WELFARE INSTITUTE
    900 PENNSLYVANIA AVENUE SE
    WASHINGTON,DC20003     		NONE PC UNRESTRICTED 1,500
    PENNSLYVANIA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    350 E ERIE AVE
    PHILALDELPHIA,PA19134     		NONE PC UNRESTRICTED 2,000
    WATER MISSION
    PO BOX 71489
    NORTH CHARLESTON,SC29415     		NONE PC UNRESTRICTED 5,000
    AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC
    501 STJUDE PLACE
    MEMPHIS,TN38105     		NONE PC UNRESTRICTED 5,000
    DIRECT RELIEF
    6100 WALLACE BEKNELL ROAD
    SANTA BARBARA,CA93117     		NONE PC UNRESTRICTED 5,000
    GLOBAL GIVING
    1110 VERMONT AVE NW SUITE 550
    WASHINGTON,DC20005     		NONE PC UNRESTRICTED 7,500
    CONVOY OF HOPE
    330 S PATTERSON AVE
    SPRINGFIELD,MO65802     		NONE PC UNRESTRICTED 5,000
    FAMILY PROMISE INC
    71 SUMMIT AVE
    SUMMIT,NJ07901     		NONE PC UNRESTRICTED 5,000
    CLEAN OCEAN ACTION INC
    49 AVENEL BOULEVARD
    LONG BRANCH,NJ07740     		NONE PC UNRESTRICTED 4,500
    CENTRAL PENNSLYVANIA FOOD BANK
    3908 COREY ROAD
    HARRISBURG,PA17109     		NONE PC UNRESTRICTED 5,000
    LOGGERHEAD MARINELIFE CENTER INC
    14200 US HIGHWAY ONE
    JUNO BEACH,FL33408     		NONE PC UNRESTRICTED 1,500
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DRIVE
    TRIANGLE,VA22172     		NONE PC UNRESTRICTED 4,000
    NATIONAL FOUNDATION FOR THE CTRS FOR DISEASE CONTR & PREVENTION INC
    600 PEACHTREE STREET NE SUITE 1000
    ATLANTA,GA30308     		NONE PC UNRESTRICTED 5,000
    CORAL RESTORATION FOUNDATION INC
    89111 OVERSEAS HIGHWAY
    TAVERNIER,FL33070     		NONE PC UNRESTRICTED 1,500
    PREEMPTIVE LOVE COALITION
    1300 DARBYTON DR
    HEWITT,TX76643     		NONE PC UNRESTRICTED 5,000
    GIVEDIRECTLY INC
    CHURCH STREET STATION PO BOX 3221
    NEW YORK,NY10008     		NONE PC UNRESTRICTED 5,000
    WEST CHESTER FOOD CUPBOARD
    431 S BOLMAR ST
    WEST CHESTER,PA19382     		NONE PC UNRESTRICTED 2,835
    Total .................................bullet 3a 101,835
    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 ...........     		    14 24  
    4 Dividends and interest from securities....     14 30,336  
    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 ............     		    18 263,836  
    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).. 0 294,196 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    294,196
    (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 AccountingFeesSchedule
    Name:
    B & W FAMILY FOUNDATION
    EIN:
    46-4350655
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,620 4,620   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    B & W FAMILY FOUNDATION
    EIN:
    46-4350655
    Name of Stock End of Year Book Value End of Year Fair Market Value
    26 SHS OF A N S Y S INC 2,570 9,459
    177 SHS OF ABOTT 18,117 19,380
    108 SHS OF ACCENTURE PLC 13,300 28,211
    151 SHS OF ACTIVISION BLIZZARD INC 9,629 14,020
    95 SHARES OF ADOBE SYS DEL PV$ 0.001 8,579 47,511
    81 SHS OF AKAMAI TECHNOLOGIES 4,306 8,504
    176 SHS OF ALBANY INTL CRP NEW CL A 11,481 12,922
    77 SHS OF ALBEMARLE CORP 7,701 11,359
    29 SHS OF ALPHABET INC SHS CL A 25,416 50,827
    12 SHS OF ALPHABET INC SHS CL C 7,741 21,023
    30 SHARES OF AMAZON COM INC 36,477 97,708
    128 SHARES OF AMERICAN EXPRESS 12,459 15,476
    42 SHS OF AMERICAN TOWER REIT 5,222 9,427
    91 SHS OF AMETEK INC 6,355 11,006
    130 SHS OF AON PLC 16,370 27,465
    30 SHS OF APPLE INC 3,409 15,923
    197 SHS OF APPLIED MATERIAL INC 13,715 17,001
    1131 SHS OF ARCHROCK INC 8,222 9,794
    77 SHS OF ARROW ELECTRONICS 6,364 7,492
    48 SHS PF AUTODESK INC 11,863 14,656
    9 SHS OF BIO RAD LABS CL A 2,513 11,076
    142 SHS OF BLACK KNIGHT HOLDING CORP 4,950 12,546
    18 SHS OF BLACKROCK INC 10,049 12,988
    141 SHS OF BORG WARNER INC 6,941 5,448
    38 SHS OF BOSTON PPTYS INC 4,222 3,592
    605 SHS BOSTON SCIENTIFIC CORP 19,897 21,750
    136 SHS CABOT CORP 6,879 6,104
    129 SHS OF CADENCE DESIGN SYS INC 10,774 17,599
    165 SHS CBRE GROUP CL A 5,002 10,349
    109 SHS CENTENE CORP 3,138 6,543
    241 SHS O FCF INDS HLDGS INC 6,785 9,329
    41 SHS OF CHARTER COMMUNICATIONS 17,713 27,124
    196 SHS OF CHUBB LTD 26,169 30,168
    154 SHS OF CIGNA 26,311 32,060
    97 SHS OF CIRRUS LOGIC INC 5,287 7,973
    512 SHS OF CITIGROUP INC COM NEW 28,063 31,570
    342 SHS OF CLARIVATE ANLYTICS PL C 6,974 10,161
    64 SHS OF COHERENT INC CAL 7,910 9,601
    227 SHS OF COLGATE PALMOLIVE 16,201 19,411
    761 SHS COMCAST CORP NEW CL A 24,318 39,876
    144 SHS OF CONOCOPHILLIPS 7,851 7,798
    352 SHS OF CORP OFFICE PPTYS TRUST 8,658 9,180
    12 SHS OF COSTAR GROUP INC 10,527 11,091
    86 SHS OF CRACKER BAREL OLD COUNTRY 8,112 8,707
    104 SHS OF D R HORTON INC 2,951 7,168
    155 SHS OF DANAHER CORP 11,798 34,432
    57 SHS OF DARDEN RESTAURANTS 3,060 6,790
    69 SHS OF DIAGEO PLC SPSD ADR NEW 9,439 10,958
    172 SHS OF DIODES INC 8,985 12,126
    44 HS OF DOLLAR GENERAL CORP 6,706 9,253
    123 SHS OF DOMINION ENERGY 9,660 9,250
    272 SHS OF DUKE ENERGY CORP NEW 23,034 24,904
    76 SHS OF EASTMAN CHEMICAL CO 6,499 7,621
    195 SHS OF EATON CORP PLC 14,589 23,427
    111 SHS OF EATON VANCE CORP NVT 4,609 7,540
    149 SHS OF ELECTRONIC ARTS INC 14,618 21,396
    12 SHS EQUINIX 8,396 8,570
    142 SHS OF FACEBOOK INC 25,433 38,789
    116 SHS OF FIDELITY NATL INFO SVCS 13,797 16,409
    139 SHS FIRST CASH FINANCIAL SERVICES 7,466 9,736
    159 SHS OF FISERV INC WISC PV 1CT 14,149 18,104
    280 SHS OF FORMFACTOR INC 10,220 12,046
    126 SHS OF GATX CORP 7,362 10,481
    29 SHS OF GLOBAL PMT INC 5,245 6,463
    69 SHS OF GOLDMAN SACHS GRP 14,635 18,196
    167 SHS OF HEXCEL CORP 6,449 8,098
    147 SHS HOLOGIC INC 5,774 10,123
    166 SHS OF HONEYWELL INTL INC 20,742 35,308
    181 SHS OF HORACE MANN EDUCATORS 6,177 7,609
    161 SHS OF HOULIHAN LOKEY INC 7,779 10,824
    376 SH HUDSON PAC PPTYS INC 9,202 9,032
    43 SHS OF HUNTINGTON INGALLS IND 4,617 7,331
    115 SHS OF ILLINOIS TOOL WORKS INC 15,717 23,446
    263 SHS OF INTERL CORP 16,031 13,103
    63 SHS OF INTUIT INC 6,151 23,931
    270 SHS OF JOHNSON AND JOHNSON COM 33,455 42,493
    309 SHS OF JPMORGAN CHASE & CO 23,161 39,265
    470 SHS KEYCORP NEW 6,827 7,713
    125 SHS OF KIMBERLY CLARK 14,594 16,854
    24 SHS OF LAM RESEARCH CORP 9,909 11,334
    34 SHS OF LOCKHEED MARTIN CORP 10,983 12,069
    89 SHS OF LOWES COMPANIES INC 13,026 14,285
    134 SHS OF MARSH & MCLENNAN COS 12,819 15,678
    100 SHS OF MASTERCARD INC 16,316 35,694
    82 SHS MCKESSON CORPORATION 12,511 14,261
    30 SHS OF MCSI INC 7,153 13,396
    272 SHS OF MEDTRONIC PLC SHS 23,025 31,745
    269 SHS OF MERCK AND CO INC 21,641 22,004
    457 SHS OF MICROSOFT CORP 41,741 101,646
    30 SHS OF MONOLITHIC PWR SYSTEMS 1,960 10,987
    109 SH OF MOOG INC 6,864 8,406
    476 SHS OF MYRIAD GENETICS 8,287 9,413
    131 SHS OF NASDAQ OMX GRP 7,838 17,389
    246 SHS OF NESTLE S A 19,278 28,979
    31 SHS OF NETFLIX COM INC 5,299 16,763
    72 SHS OF NORTHROP GRUMMAN CORP 18,274 21,940
    49 SHS OF NVIDIA 14,590 25,588
    80 SHS OF NXP SEMICONDUCTORS NV 10,596 12,721
    460 SHS OF ON SEMICONDUCTOR CRP 4,250 15,056
    742 SHS OF ORASURE TECHS INC 11,295 7,854
    118 SHS OF PAYPAL 20,145 27,636
    237 SHS OF PENN NATIONAL GAMING CORP 5,563 20,470
    73 SHS OF PEPSICO 9,470 10,826
    45 SHS OF PIONEER NATURAL RES CO 3,672 5,125
    107 SHS OF PNC FINCL SERVICES GROUP 11,319 15,943
    164 SHS OF PPG INDUSTRIES INC 16,960 23,652
    89 SHS OF RAYMOND JAMES FINL 4,796 8,323
    65 SHS OF OF REINSURANCE GROUP AMERICA 5,926 7,534
    65 SHS OF REPUBLIC SERVICES 2,481 6,260
    331 SHS OF ROCHE HOLDINGS LTD 11,137 14,511
    24 SHS OF ROPER TECHNOLOGIES INC 8,237 10,346
    190 SHS OF RYDER SYSTEM INC 8,413 11,734
    71 SHS OF SALESFORCE COM INC 5,449 15,800
    25 SHS OF SBA COMMUNICATIONS 2,627 7,053
    23 SHS OF SEA LTD 4,735 4,578
    30 SHS OF SERVICENOW INC 10,193 16,513
    24 SHS OF SHERWIN WILLIAMS 16,436 17,638
    124 SHS OF SMITH A O CORP DEL 6,504 6,798
    48 SHS SNAP ON INC 6,659 8,215
    91 SHS OF SONOCO PRODUCTS CORP 3,992 5,392
    493 SHS OF SOUTHERN COMPANY 27,875 30,285
    89 SHS OF SQUARE INC 16,120 19,370
    107 SHS OF STANLEY BLACK & DECKER 15,294 19,106
    124 SHS OF STERICYCLE INC. 7,471 8,597
    30 SHS OF STERIS PLC REG 4,615 5,686
    404 SHS OF STERLING BANCORP 7,128 7,264
    152 SHS OF SYNEOS HEALTH INC 9,260 10,356
    17 SHS OF TELEDOC HEALTH INC 3,777 3,399
    37 SHS OF TELEDYNE TECH INC 4,010 14,503
    164 SHS OF TEXAS INSTRUMENTS 13,330 26,918
    105 SHS OF THERMO FISHER SCIENTIFIC 21,618 48,907
    149 SHS OF TRANSUNION 10,978 14,784
    133 SHS OF TRANE TECHNOLOGIES 9,571 19,306
    80 SHS OF TRAVELERS COS INC 10,639 11,230
    116 SHS UNION PACIFIC CORP 13,231 24,154
    323 SHARES OF US BANCORP 13,759 15,049
    120 SHS OF VERISK ANALYTICS INC. 14,441 24,911
    47 SHS OF VERTEX PHARMCTLS INC 12,659 11,108
    96 SHS OF VISA INC 7,598 20,998
    26 SHS OF WEC ENERGY GROUP INC SHS 1,287 6,534
    227 SHS OF WOLVERINE WORLD WIDE 7,105 7,094
    77 SHARES OF WOODWARD INC 3,822 9,358
    89 SHS OF ZOETIS INC. 8,693 14,730

    TY 2020 OtherExpensesSchedule
    Name:
    B & W FAMILY FOUNDATION
    EIN:
    46-4350655
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 23 23   0


    TY 2020 OtherIncreasesSchedule
    Name:
    B & W FAMILY FOUNDATION
    EIN:
    46-4350655
    Description Amount
    UNREALIZED GAIN 368


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    B & W FAMILY FOUNDATION
    EIN:
    46-4350655
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 20,431 20,431   0


    TY 2020 TaxesSchedule
    Name:
    B & W FAMILY FOUNDATION
    EIN:
    46-4350655
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 288 288   0
    FEDERAL EXCISE TAXES 164 0   0