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
WESTWIND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O WWM 204 EAST HIGH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22902
A Employer identification number

52-6358830
B Telephone number (see instructions)

(434) 977-5762
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$124,330,657J 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 133,859 133,859 133,859
4 Dividends and interest from securities... 1,953,135 1,953,135 1,953,135
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 683,730
b Gross sales price for all assets on line 6a 5,924,949
7 Capital gain net income (from Part IV, line 2)... 683,730
8 Net short-term capital gain......... 71,052
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 219,149 488 219,149
12 Total. Add lines 1 through 11........ 2,989,873 2,771,212 2,377,195
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 317,551 237,361 237,361 80,190
15 Pension plans, employee benefits....... 71,164 50,086 50,086 21,078
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 6,000 6,000  
c Other professional fees (attach schedule).... Click to see attachment 53,038 53,038 53,038  
17 Interest............... 1,407   1,407  
18 Taxes (attach schedule) (see instructions)... Click to see attachment 185,995 185,995 185,995  
19 Depreciation (attach schedule) and depletion... Click to see attachment 83 83 83
20 Occupancy.............. 24,562 24,562 24,562  
21 Travel, conferences, and meetings....... 49,938 49,938 49,938  
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 95,593 94,678 95,593  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 805,331 701,741 704,063 101,268
25 Contributions, gifts, grants paid....... 3,850,086 3,850,086
26 Total expenses and disbursements. Add lines 24 and 25 4,655,417 701,741 704,063 3,951,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,665,544
b Net investment income (if negative, enter -0-) 2,069,471
c Adjusted net income (if negative, enter -0-)... 1,673,132
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............. 1,704,416 1,270,264 1,270,264
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.......... 32,000 40,000 40,000
10a Investments—U.S. and state government obligations (attach schedule) 2,432,296 Click to see attachment2,079,036 2,136,853
b Investments—corporate stock (attach schedule)....... 65,079,210 Click to see attachment64,980,651 83,389,507
c Investments—corporate bonds (attach schedule)....... 27,107,652 Click to see attachment26,275,290 26,851,371
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,360,609 Click to see attachment8,360,916 10,569,503
14 Land, buildings, and equipment: basis bullet2,433
Less: accumulated depreciation (attach schedule) bullet2,433 83    
15 Other assets (describe bullet) Click to see attachment84,402 Click to see attachment73,159 Click to see attachment73,159
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 104,800,668 103,079,316 124,330,657
Liabilities 17 Accounts payable and accrued expenses..........   62
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).........   62
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........ 1,015,783 1,015,783
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 103,784,885 102,063,471
29 Total net assets or fund balances (see instructions)..... 104,800,668 103,079,254
30 Total liabilities and net assets/fund balances (see instructions). 104,800,668 103,079,316
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
104,800,668
2
Enter amount from Part I, line 27a .....................
2
-1,665,544
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
103,135,124
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
55,870
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
103,079,254
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 APPLE INC NOTE CALL P 2019-10-22 2020-12-09
b UNIFORM MBS POOL P 2019-10-22 2020-12-25
c SPDR GOLD TRUST P 2016-10-07 2020-01-03
d SPDR GOLD TRUST P 2016-10-07 2020-01-03
e SPDR GOLD TRUST P 2017-12-07 2020-06-10
CATERPILLAR FINANCIAL SERVICES P 2019-10-22 2020-11-19
UNIFORM MBS POOL P 2019-10-22 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2016-10-11 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-07-10
CITIGROUP INC. NOTE P 2019-10-22 2020-10-26
UNIFORM MBS POOL P 2019-10-24 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2016-10-11 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-08-11
CVS HEALTH P 2019-11-19 2020-12-20
UNIFORM MBS POOL P 2019-12-18 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-09-15
MEDTRONIC P 2019-10-22 2020-10-29
UNIFORM MBS POOL P 2019-11-12 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-10-15
US TREASURY NOTE P 2019-10-18 2020-12-02
UNIFORM MBS POOL P 2019-10-24 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-11-17
US TREASURY NOTE P 2019-10-18 2020-12-17
UNIFORM MBS POOL P 2019-10-22 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-12-04
WELLS FARGO NOTE P 2019-10-22 2020-11-06
UNIFORM MBS POOL P 2019-10-24 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
MAXCYTE P 2016-03-29 2020-10-23
FEDERAL HOME LOAN MORTGAGE P 2019-10-16 2020-12-25
FIDELITY - SEE ATTACHED P 2020-01-01 2020-06-30
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
FEDERAL HOME LOAN MORTGAGE P 2019-10-22 2020-12-15
FIDELITY - SEE ATTACHED P 2020-01-01 2020-06-30
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-03
FEDERAL NATIONAL MORTGAGE ASSN P 2019-10-17 2020-12-25
FIDELITY SHORT TERM BOND P 2019-08-01 2020-05-29
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-01-10
FEDERAL NATIONAL MORTGAGE ASSN P 2019-11-07 2020-12-25
SPDR GOLD TRUST P 2016-05-20 2020-01-03
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-02-05
FEDERAL NATIONAL MORTGEGE ASSN P 2019-10-22 2020-12-25
SPDR GOLD TRUST P 2016-05-20 2020-01-03
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-03-13
HONDA AUTO RECOVERY P 2019-10-16 2020-12-15
SPDR GOLD TRUST P 2016-05-20 2020-01-03
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-04-07
UNIFORM MBS POOL P 2019-10-24 2020-12-25
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2016-10-07 2020-01-03
SPDR GOLD TRUST P 2017-12-07 2020-05-12
(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 56,234   55,272 962
b 2,487   2,593 -106
c 29,156   23,641 5,515
d 33,239   26,950 6,289
e 241   174 67
40,373   39,918 455
2,838   2,871 -33
14,579   11,820 2,759
10,497   8,511 1,986
230   159 71
41,280   40,336 944
5,738   5,789 -51
72,893   59,102 13,791
62,401   50,595 11,806
255   164 91
34,112   31,790 2,322
2,652   2,773 -121
29,162   23,641 5,521
39,657   31,935 7,722
285   182 103
31,157   30,562 595
5,847   6,092 -245
14,582   11,820 2,762
29,160   23,482 5,678
264   174 90
133,245   130,192 3,053
4,005   4,148 -143
102,069   82,742 19,327
14,581   11,741 2,840
284   188 96
154,192   150,246 3,946
3,875   3,958 -83
43,739   35,460 8,279
58,319   46,963 11,356
271   184 87
45,541   45,029 512
3,601   3,688 -87
29,158   23,641 5,517
131,213   105,667 25,546
83,300   16,584 66,716
167   169 -2
1,598,275   1,574,862 23,413
14,579   11,820 2,759
14,579   11,741 2,838
1,314   1,348 -34
168,117   172,655 -4,538
174,944   141,844 33,100
14,574   11,741 2,833
9,195   9,296 -101
2,000,000   1,947,823 52,177
116,638   94,563 22,075
217   174 43
651   657 -6
14,580   11,797 2,783
10,790   8,747 2,043
219   176 43
64   65 -1
29,155   23,595 5,560
14,581   11,820 2,761
214   171 43
12,520   12,756 -236
18,660   15,101 3,559
14,581   11,820 2,761
219   166 53
3,631   3,790 -159
10,496   8,511 1,985
3,791   3,073 718
219   161 58
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       962
b       -106
c       5,515
d       6,289
e       67
      455
      -33
      2,759
      1,986
      71
      944
      -51
      13,791
      11,806
      91
      2,322
      -121
      5,521
      7,722
      103
      595
      -245
      2,762
      5,678
      90
      3,053
      -143
      19,327
      2,840
      96
      3,946
      -83
      8,279
      11,356
      87
      512
      -87
      5,517
      25,546
      66,716
      -2
      23,413
      2,759
      2,838
      -34
      -4,538
      33,100
      2,833
      -101
      52,177
      22,075
      43
      -6
      2,783
      2,043
      43
      -1
      5,560
      2,761
      43
      -236
      3,559
      2,761
      53
      -159
      1,985
      718
      58
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 2 683,730
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 71,052
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 28,766
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  
3 Add lines 1 and 2........................... 3 28,766
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,766
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 125,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 125,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 77
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 96,157
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet96,157 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WESTWINDFOUNDATION.ORG
    14
    The books are in care ofbulletCO WESTWIND MANAGEMENT LLC Telephone no.bullet (434) 977-5762

    Located atbullet204 EAST HIGH STREETCHARLOTTESVILLEVA ZIP+4bullet22902
    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
     
     
    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
    JANET MILLER TRUSTEE
    20.00     		0 0 0
    204 E HIGH STREET
    CHARLOTTESVILLE,VA22902
    EDWARD M MILLER TRUSTEE
    10.00     		0 0 0
    204 E HIGH STREET
    CHARLOTTESVILLE,VA22902
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    110,837,740
    b
    Average of monthly cash balances.......................
    1b
    1,338,921
    c
    Fair market value of all other assets (see instructions)................
    1c
    83,083
    d
    Total (add lines 1a, b, and c).........................
    1d
    112,259,744
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    112,259,744
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,683,896
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    110,575,848
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,528,792
    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
    5,528,792
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,766
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,766
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,500,026
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,500,026
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,500,026
    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
    3,951,354
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    3,951,354
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,951,354
    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 5,500,026
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 912,706
    b From 2016...... 569,288
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 1,481,994
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,951,354
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 3,951,354
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 1,481,994 1,481,994
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		66,678
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    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 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
    ANSWER
    41 GORDON ROAD SUITE C
    PISCATAWAY,NJ08854     		NONE   TO FUND OPERATING NEEDS 107,000
    APPALACHIAN VOICES
    171 GRAND BOULEVARD
    BOONE,NC28607     		NONE   TO FUND OPERATING NEEDS 95,000
    CATHOLICS FOR CHOICE
    1436 U ST NW SUITE 301
    WASHINGTON,DC20009     		NONE   TO FUND OPERATING NEEDS 60,000
    CENTER FOR INTERNATIONAL ENV LAW
    1350 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		NONE   TO FUND OPERATING NEEDS 25,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET 22ND FL
    NEW YORK,NY10038     		NONE   TO FUND OPERATING NEEDS 125,000
    CERES
    99 CHAUNCY ST 6TH FLOOR
    BOSTON,MA02111     		NONE   TO FUND OPERATING NEEDS 100,000
    CHESAPEAKE CLIMATE ACTION NETWORK
    PO BOX 11138
    TACOMA PARK,MD20912     		NONE   TO FUND OPERATING NEEDS 100,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110     		NONE   TO FUND OPERATING NEEDS 45,000
    DKT INTERNATIONAL
    1701 K STREET NW STE 201
    WASHINGTON,DC20006     		NONE   TO FUND OPERATING NEEDS 20,000
    FEMINIST MAJORITY FOUNDATION
    1600 WILSON BLVD STE 801
    ARLINGTON,VA22209     		NONE   TO FUND OPERATING NEEDS 30,000
    FUNDERS NETWORK OF POP REP H AND R
    PO BOX 750
    ROCKVILLE,MD20848     		NONE   TO FUND OPERATING NEEDS 7,200
    GLOBAL DOCTORS FOR CHOICE
    1430 BROADWAY STE 1614
    NEW YORK,NY10018     		NONE   TO FUND OPERATING NEEDS 15,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS PLACE
    BOULDER,CO80301     		NONE   TO FUND OPERATING NEEDS 15,000
    GREENPEACE FUND INC
    702 H STREET NW STE 300
    WASHINGTON,DC20001     		NONE   TO FUND OPERATING NEEDS 55,000
    GROUNDSWELL FUND
    PO BOX 71642
    OAKLAND,CA94612     		NONE   TO FUND OPERATING NEEDS 30,000
    INTL PLANNED PARENTHOOD FEDWH REG
    125 MAIDEN LANE 9TH FLR
    NEW YORK,NY10038     		NONE   TO FUND OPERATING NEEDS 200,000
    IPAS
    PO BOX 9990
    CHAPEL HILL,NC27515     		NONE   TO FUND OPERATING NEEDS 50,000
    MOTHERS OUT FRONT
    30 BOW STREET
    CAMBRIDGE,MA02138     		NONE   TO FUND OPERATING NEEDS 20,000
    NARAL PRO CHOICE VIRGINIA FOUNDATIO
    PO BOX 1204
    ALEXANDRIA,VA22313     		NONE   TO FUND OPERATING NEEDS 15,000
    OCEAN CONSERVANCY
    1300 19TH STREET NW
    WASHINGTON,DC20036     		NONE   TO FUND OPERATING NEEDS 100,000
    PLANNED PARENTHOOD LGE OF MASS
    1055 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE   TO FUND OPERATING NEEDS 20,000
    SEXUALITY INFO & EDUC COUNCIL OF US
    1012 14TH ST NW STE 1108
    WASHINGTON,DC20005     		NONE   TO FUND OPERATING NEEDS 50,000
    SMALL DISCRETIONARY GRANTS--VARIOUS
    232 EAST HIGH STREET
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 9,195
    SC COASTAL CONSERVATION LEAGUE
    PO BOX 1765
    CHARLESTON,SC29402     		NONE   TO FUND OPERATING NEEDS 35,000
    SOUTHERN ALLIANCE CLEAN ENERGY
    PO BOX 1842
    KNOXVILLE,TN37901     		NONE   TO FUND OPERATING NEEDS 90,000
    SELC
    201 W MAIN STREET STE14
    CHARLOTTESVILLE,VA23902     		NONE   TO FUND OPERATING NEEDS 200,500
    RIVANNA CONSERVATION ALLIANCE
    PO BOX 1503
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 1,000
    STAND
    1 HAIGHT STREET
    SAN FRANCISCO,CA94102     		NONE   TO FUND OPERATING NEEDS 90,000
    THE SIERRA CLUB FOUNDATION
    2101 WEBSTER ST
    OAKLAND,CA94612     		NONE   TO FUND OPERATING NEEDS 35,000
    TRUSTEES FOR ALASKA
    1026 W 4TH AVE STE 201
    ANCHORAGE,AK99501     		NONE   TO FUND OPERATING NEEDS 75,000
    UN FOUNDATION
    1750 PENN AVE NW STE 300
    WASHINGTON,DC20006     		NONE   TO FUND OPERATING NEEDS 50,000
    VIRGINIA ORGANIZING
    703 CONCORD AVENUE
    CHARLOTTESVILLE,VA22903     		NONE   TO FUND OPERATING NEEDS 80,000
    WETLANDS WATCH
    PO BOX 9335
    NORFOLK,VA23505     		NONE   TO FUND OPERATING COSTS 30,000
    BIG BROTHERS BIG SISTERS
    225 N HIGH STREET 3
    HARRISONBURG,VA22802     		NONE   TO FUND OPERATING NEEDS 1,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASACHUSETTS AVE
    BOSTON,MA02115     		NONE   TO FUND OPERATING NEEDS 2,120
    BOYSGIRLS CLUB OF CHARALB
    PO BOX 707
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 30,000
    BUILDING GOODNESS FOUNDATION
    PO BOX 4325
    CHARLOTTESVILLE,VA22905     		NONE   TO FUND OPERATING NEEDS 5,000
    CENTER FOR NONPROFIT EXCELLENCE
    1701A ALLIED STREET
    CHARLOTTESVILLE,VA22903     		NONE   TO FUND OPERATING NEEDS 2,500
    CHARLOTTESVILLE AREA COMM FNDN
    PO BOX 1767
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 2,500
    CHARLOTTESVILLE FREE CLINIC
    1138 ROSE HILL DR STE200
    CHARLOTTESVILLE,VA22903     		NONE   TO FUND OPERATING NEEDS 2,000
    CLEAN ENERGY ACTION
    PO BOX 1399
    BOULDER,CO80306     		NONE   TO FUND OPERATING NEEDS 1,000
    COMMUNITY INVESTMENT COLLABORATIVE
    PO BOX 2976
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING COSTS 2,000
    ETHEL WALKER SCHOOL
    230 BUSHY HILL ROAD
    SIMSBURY,CT06070     		NONE   TO FUND OPERATING NEEDS 500
    FOCUSED ULTRASOUND FOUNDATION
    1230 CEDARS COURT
    CHARLOTTESVILLE,VA22903     		NONE   TO FUND OPERATING NEEDS 2,000
    GREEN VALE SCHOOL
    250 VALENTINES LANE
    GLEN HEAD,NY11545     		NONE   TO FUND OPERATING NEEDS 500
    HOUSATONIC RIVER WALK
    PO BOX 1018
    GREAT BARRINGTON,MA01230     		NONE   TO FUND OPERATING NEEDS 1,000
    HURRICANE ISLAND OUTWARD BOUND SCH
    75 MECHANIC STREET
    ROCKLAND,ME04841     		NONE   TO FUND OPERATING NEEDS 15,000
    KONBIT SANTECAP HAITIEN HEALTH PS
    126 WILLIAM STREET
    PORTLAND,ME04103     		NONE   TO FUND OPERATING NEEDS 3,000
    LEHIGH UNIVERSITY
    641 TAYLOR STREET
    BETHLEHEM,PA18015     		NONE   TO FUND OPERATING NEEDS 5,000
    LENOX HILL NEIGHBOORHOOD HOUSE
    331 EAST 70TH STREET
    NEW YORK,NY10021     		NONE   TO FUND OPERATING NEEDS 8,000
    LOCAL FOOD HUB
    PO BOX 4647
    CHARLOTTESVILLE,VA22905     		NONE   TO FUND OPERATING NEEDS 500
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND
    TOPSHAM,ME04086     		NONE   TO FUND OPERATING NEEDS 20,000
    MAINE ISLAND TRAIL ASSOCIATION
    58 FORE STREET BLDG 30
    PORTLAND,ME04101     		NONE   TO FUND OPERATING NEEDS 1,000
    MIT
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		NONE   TO FUND OPERATING NEEDS 5,000
    MEMORIAL SLOAN-KETTERING CANCER CTR
    1275 YORK AVENUE
    NEW YORK,NY10021     		NONE   TO FUND OPERATING NEEDS 1,000
    MS CARE CENTER AT NYU HOSP JT DIS
    301 E 17TH STR SUITE 544
    NEW YORK,NY10003     		NONE   TO FUND OPERATING NEEDS 3,000
    PARAMOUNT THEATER
    PO BOX 2309
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 2,500
    PBS FOUNDATION
    2100 CRYSTAL DRIVE
    ARLINGTON,VA22202     		NONE   TO FUND OPERATING NEEDS 5,000
    PIEDMONT CASA
    PO BOX 603
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 2,000
    PINE MANOR COLLEGE
    400 HEATH STREET
    CHESTNUT HILL,MA02467     		NONE   TO FUND OPERATING NEEDS 500
    RACHEL'S NETWORK
    1200 18TH ST NW STE 910
    WASHINGTON,DC20036     		NONE   TO FUND OPERATING NEEDS 27,000
    RENNSELAER ALUMNI ASSOCIATION
    110 8TH STREET
    TROY,NY12180     		NONE   TO FUND OPERATING NEEDS 500
    ROCKING THE BOAT
    812 EDGEWATER ROAD
    BRONX,NY10474     		NONE   TO FUND OPERATING NEEDS 2,000
    RON BROWN SCHOLAR FUND
    1160 PEPSI PLACE ST 206
    CHARLOTTESVILLE,VA22901     		NONE   TO FUND OPERATING NEEDS 500
    SPECIAL OLYMPICS MAINE
    125 JOHN ROBERTS ROAD
    PORTLAND,ME04106     		NONE   TO FUND OPERATING NEEDS 2,000
    TABOR ACADEMY
    ALUMNI HOUSE
    MARION,MA02738     		NONE   TO FUND OPERATING NEEDS 5,000
    TANZANIAN CHILDREN'S FUND
    PO BOX 382006
    CAMBRIDGE,MA02238     		NONE   TO FUND OPERATING NEEDS 1,000
    TEXAS A&M UNIVERSITY
    505 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE   TO FUND OPERATING NEEDS 1,000
    THE COMPASS PROJECT
    170 ANDERSON STREET
    PORTLAND,ME04103     		NONE   TO FUND OPERATING NEEDS 1,000
    THE HEALTH WAGON
    163 NUMBER TEN STREET
    CLINCHCO,VA24226     		NONE   TO FUND OPERATING NEEDS 2,000
    THE HILL SCHOOL
    717 EAST HIGH STREET
    POTTSTOWN,PA19464     		NONE   TO FUND OPERATING NEEDS 1,000
    THE MUNICIPAL BAND OF CVILLE INC
    1119 5TH STR SW SUITE B
    CHARLOTTESVILLE,VA22892     		NONE   TO FUND OPERATING NEEDS 1,500
    THE WOMEN'S INITIATIVE
    1101 E HIGH STREET
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 2,150
    THOMAS JEFFERSON FOUNDATION
    PO BOX 217
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 5,000
    TUFTS UNIVERSITY SCHOOL OF MEDICINE
    80 GEORGE STREET
    MEDFORD,MA02155     		NONE   TO FUND OPERATING NEEDS 5,000
    UNIVERSITY OF RICHMOND OFFICE ADV
    MARYLAND HALL CAMPUS DR
    RICHMOND,VA23173     		NONE   TO FUND OPERATING NEEDS 5,000
    UVA MILLER CENTER - PUBLIC AFFAIRS
    PO BOX 400406
    CHARLOTTESVILLE,VA22904     		NONE   TO FUND OPERATING NEEDS 1,000
    VALLEY CHILDREN'S ADOVOCACY CENTER
    1234 E MIDDLEBROOK AVE
    STAUNTON,VA24401     		NONE   TO FUND OPERATING NEEDS 500
    WILLIAMS COLLEGE
    75 PARK STREET
    WILLIAMSTOWN,MA01267     		NONE   TO FUND OPERATING FUNDS 1,500
    WILLIAMSTOWN THEATRE FESTIVAL
    PO BOX 517
    WILLIAMSTOWN,MA01267     		NONE   TO FUND OPERATING NEEDS 5,000
    WOODS HOLE OCEANOGRAPHIC INST
    MS 40 FENNO HOUSE 225
    WOODS HOLE,MA02543     		NONE   TO FUND OPERATING NEEDS 5,000
    WVTF PUBLIC RADIO
    3520 KINGSBURY LANE
    ROANOKE,VA24014     		NONE   TO FUND OPERATING NEEDS 5,000
    ST JAMES EPISCOPAL CHURCH
    13 FEDERAL STREET
    BRUNSWICK,ME04011     		NONE   TO PROVIDE OPERATING NEEDS 675
    350ORG
    20 JAY STREET SUITE 732
    BROOKLYN,NY11201     		NONE   TO FUND OPERATING NEEDS 70,000
    ADVOCATES FOR YOUTH
    1325 G ST NW SUITE 980
    WASHINGTON,DC20005     		NONE   TO FUND OPERATING NEEDS 1,111,100
    ALABAMA RIVER ALLIANCE
    2014 6TH AVE N SUITE 200
    BIRMINGHAM,AL35203     		NONE   TO FUND OPERATING NEEDS 25,000
    AMERICAN CHESTNUT FOUNDATION
    50 N MERRIMON AVE
    ASHEVILLE,NC28804     		NONE   TO FUND OPERATING NEEDS 2,000
    CONSERVATIVES FOR CLEAN ENERGY
    514 DANIELS STREET
    RALEIGH,NC27605     		NONE   TO FUND OPERATING NEEDS 50,000
    VIRGINIA CONSERVATION NETWORK
    409 E MAIN ST STE 201
    RICHMOND,VA23219     		NONE   TO FUND OPERATING NEEDS 35,000
    MASSACHUSETTS GENERAL
    55 FRUIT ST
    BOSTON,MA02114     		NONE   TO FUND OPERATING NEEDS 20,000
    SHENANDOAH NATIONAL PARK TRUST
    414 E MARKET ST STE D
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 5,000
    SCARBOROUGH LAND CONSERVATION TRUST
    PO BOX 1237
    SCARBOROUGH,ME04070     		NONE   TO FUND OPERATING NEEDS 650
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE   TO FUND OPERATING NEEDS 1,000
    GREATER NE CHAPTER MS SOCIETY
    101-A FIRST AVE NO 6
    WALTHAM,MA02541     		NONE   TO FUND OPERATING NEEDS 1,000
    UVA OFFICE OF TELEMEDICINE
    914 EMMET STREET NORTH
    CHARLOTTESVILLE,VA22903     		NONE   TO FUND OPERATING NEEDS 7,000
    HURRICANE ISLAND FOUNDATION
    PO BOX 1280
    ROCKLAND,ME04841     		NONE   TO FUND OPERATING NEEDS 1,000
    PUBLIC HEALTH INSTITUTE
    555 12TH STREET 10TH FL
    OAKLAND,CA94607     		NONE   TO FUND OPERATING NEEDS 25,000
    WHOLE WOMEN'S HEALTH
    2321 COMMONWEALTH DRIVE
    CHARLOTTESVILLE,VA22901     		NONE   TO FUND OPERATING NEEDS 10,000
    VINCENT MEMORIAL HOSPITAL FOUNDATIO
    55 FRUIT STREET FND 516
    BOSTON,MA02114     		NONE   TO FUND OPERATING NEEDS 5,000
    SQUASH EDUCATION ALLIANCE
    555 8TH AVE SUITE 1102
    NEW YORK,NY10018     		NONE   TO FUND OPERATING NEEDS 2,000
    VIRGINIA INTERFAITH POLICY CENTER
    1716 EAST FRANKLIN STREET
    RICHMOND,VA23223     		NONE   TO FUND OPERATING NEEDS 30,000
    C'VILLE CLIMATE COLLABORATIVE
    306-B EAST JEFFERSON ST
    CHARLOTTESVILLE,VA22902     		NONE   TO FUND OPERATING NEEDS 25,000
    ETR
    100 ENTERPRISE WAY S-G30
    SCOTTS VALLEY,CA95066     		NONE   TO FUND OPERATING NEEDS 62,144
    THE VINCENT CLUB FUND
    71 BRIMMER STREET
    BOSTON,MA02108     		NONE   TO PROVIDE OPERATING FUNDS 800
    PROUTS NECK HISTORICAL SOCIETY
    PO BOX 993
    SCARBOROUGH,ME04070     		NONE   TO PROVIDE OPERATING FUNDS 500
    THE DARIEN FOUNDATION
    PO BOX 1714
    DARIEN,CT06820     		  NONE TO PROVIDE OPERATING FUNDS 2,500
    ALASKA WILDLIFE ALLIANCE
    PO BOX 202022
    ANCHORAGE,AK99520     		  NONE TO PROVIDE OPERATING FUNDS 10,000
    OX RIDGE
    512 MIDDLESEX DRIVE
    DARIEN,CT06820     		NONE   TO SUPPORT ORGANIZATION 2,500
    GEORGIA FRIEND'S INC
    405 RIDGE STREET
    CHARLOTTESVILLE,VA22902     		    TO PROVIDE OPERATING NEEDS 3,000
    SUSAN L CURTIS FOUNDATION
    1321 WASHINGTON AVE S-104
    PORTLAND,ME04103     		NONE   TO PROVIDE OPERATING NEEDS 1,500
    RH REALITY CHECK (REWIRE)
    7315 WISCONSIN AVE
    STE 400
    BETHESDA,MD20814     		NONE   TO FUND OPERATING NEEDS 15,000
    PHYSICIANS FOR REPRODUCTIVE CHOICE
    1430 BROADWAY
    STE 1614
    NEW YORK,NY10018     		NONE   TO FUND OPERATING COSTS 30,000
    GASP
    2320 HIGHLAND AVE S
    STE 270
    BIRMINGHAM,AL35205     		NONE   TO FUND OPERATING NEEDS 20,000
    EARTHJUSTICE
    50 CALIFORNIA ST
    STE 500
    SAN FRANCISCO,CA94111     		NONE   TO FUND OPERATING NEEDS 25,000
    SOLAR UNITED NEIGHBORS
    1115 MASSACHUSETTS AVE
    SUITE 300
    WASHINGTON,DC20005     		NONE   TO FUND OPERATING NEEDS 25,000
    CHAR-ALB SPCA
    3355 BERKMAR DRIVE
    CHARLOTTESVILLE,VA22901     		NONE   TO PROVIDE OPERATING FUNDS 2,000
    FRIENDS OF ESMONT
    210 TENTH STREET NE
    SUITE 301
    CHARLOTTESVILLE,VA22902     		NONE   TO PROVIDE OPERATING FUNDS 1,500
    BEACON HILL NURSERY SCHOOL
    74 JOY STREET
    BOSTON,MA02114     		NONE   TO PROVIDE OPERATING FUNDS 2,000
    MIT ALUMNI ASSOCIATION
    600 MEMORIAL DRIVE
    W98-200
    CAMBRIDGE,MA02139     		NONE   TO PROVIDE OPERATING FUNDS 1,000
    PROUTS NECK AUDOBON SOCIETY
    11 BROWN STREET
    CAMBRIDGE,MA02138     		NONE   TO PROVIDE SPECIAL NEEDS 1,000
    ROOSEVELT INSTITUTE
    570 LEXINGTON AVENUE
    5TH FLOOR
    NEW YORK,NY10022     		NONE   TO PROVIDE OPERATING FUNDS 5,000
    THE PROUTS NECK CONSERVANCY
    499 BLACK POINT ROAD
    SCARBOROUGH,ME04074     		NONE   TO PROVIDE OPERATING FUNDS 10,000
    ALLIANCE FOR CLEAN ENERGY
    119 WASHINGTON AVENUE
    NO 1G
    ALBANY,NY12210     		NONE   TO PROVIDE OPERATING FUNDS 5,000
    COASTAL MOUNTAINS LAND TRUST
    101 MOUNT BATTLE STREET
    CAMDEN,ME04843     		NONE   TO FUND OPERATING NEEDS 2,000
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 SOUTH BOYLAN AVENUE
    RALEIGH,NC27603     		NONE   TO PROVIDE OPERATING NEEDS 5,000
    PORTLAND MUSEUM OF ART
    9 CONGRESS SQUARE
    PORTLAND,ME04101     		    TO PROVIDE OPERATING NEEDS 2,000
    NORTHERN VA HEBREW CONGREGATION
    1441 WIEHLE AVENUE
    RESTON,VA20190     		    TO PROVIDE OPERATING FUNDS 3,000
    APOLLO THEATRE
    253 W 125TH STREET
    NEW YORK,NY10027     		    TO PROVIDE OPERATING FUNDS 1,000
    UNCOMMON LAW
    220 4TH STREET STE 103
    OAKLAND,CA94607     		    TO PROVIDE OPERATING FUNDS 1,052
    NEW ENGLAND INTERNATIONAL OF DONORS
    PO BOX 24
    WATERTOWN,MA02471     		    TO PROVIDE OPERATING FUNDS 1,000
    Total .................................bullet 3a 3,850,086
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 133,859  
    4 Dividends and interest from securities....     14 1,953,135  
    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.....     18 488  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 671,084 12,646
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		    1 162,700  
    bGOVERNMENT GRANTS     1 52,900  
    cOTHER INCOME         3,061
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,974,166 15,707
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,989,873
    (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:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,000 6,000 6,000  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    APPLE MACBOOK AIR 2015-10-30 1,276 1,232 200DB 5.0000 44 44 44  
    APPLE MACBOOK AIR 2015-12-09 1,157 1,118 200DB 5.0000 39 39 39  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 26,275,290 26,851,371

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VIRGINIA NATIONAL BANK 84,000 227,858
    FIDELITY ACCOUNT 5488 64,896,651 83,161,649

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    US Government Securities - End of Year Book Value:

    1,207,217
    US Government Securities - End of Year Fair Market Value:

    1,238,488
    State & Local Government Securities - End of Year Book Value:


    871,819
    State & Local Government Securities - End of Year Fair Market Value:


    898,365


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOLD BOULLION AT COST 8,360,916 10,569,503

    TY 2020 LandEtcSchedule2
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    APPLE MACBOOK AIR 2,433 2,433    
    APPLE MACBOOK AIR        


    TY 2020 OtherAssetsSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PENNELL VENTURE PARTNERS 9,593 9,576 9,576
    TALL OAKS 30,184 15,164 15,164
    PENNELL VENTURE MARATHON 44,625 44,557 44,557
    DUE FROM OTHERS   3,862 3,862


    TY 2020 OtherDecreasesSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Description Amount
    UNREALIZED DEPRECIATION 55,870


    TY 2020 OtherExpensesSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    FLOW THROUGH LOSSES FROM PART 915   915  
    WEB PORTAL 7,143 7,143 7,143  
    TRANSACTION COSTS 15,619 15,619 15,619  
    DATA SERVICES 21,404 21,404 21,404  
    POSTAGE COURIER 681 681 681  
    FUND RAISING 3,821 3,821 3,821  
    BANK CHARGES 1,660 1,660 1,660  
    MEALS AND ENTERTAINMENT 5,557 5,557 5,557  
    OFFICE SUPPLIES 5,538 5,538 5,538  
    PROGRAM EXPENSES 7,237 7,237 7,237  
    SUBSCRIPTIONS 10,406 10,406 10,406  
    PARKING 58 58 58  
    PENALTY 3,435 3,435 3,435  
    UTILITIES 3,579 3,579 3,579  
    TELEPHONE AND COMMUNICATIONS 8,540 8,540 8,540  


    TY 2020 OtherIncomeSchedule2
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP CAPITAL GAIN 488 488 488
    MISCELLANEOUS 162,700   162,700
    GOVERNMENT GRANTS 52,900   52,900
    OTHER INCOME 3,061   3,061


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL SERVICE FEES 2,280 2,280 2,280  
    ACCOUNT FEES 38,800 38,800 38,800  
    PROFESSIONAL SOCIETY DUES 5,000 5,000 5,000  
    INVESTMENT ADVISORY FEES 6,958 6,958 6,958  


    TY 2020 TaxesSchedule
    Name:
    WESTWIND FOUNDATION
    EIN:
    52-6358830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAXES 137,674 137,674 137,674  
    FOREIGN TAXES PAID 48,321 48,321 48,321