Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HEARIN - CHANDLER FOUNDATION
C/O THOMAS B VAN ANTWERP TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36601
A Employer identification number

63-6075470
B Telephone number (see instructions)

(251) 694-1957
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$56,652,750J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,594,009 1,594,009  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,664,592
b Gross sales price for all assets on line 6a 4,962,562
7 Capital gain net income (from Part IV, line 2)... 2,664,592
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,501 0  
12 Total. Add lines 1 through 11........ 4,261,102 4,258,601  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 267,386 133,693   133,693
14 Other employee salaries and wages...... 50,000 25,000   25,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 21,731 10,865   10,866
c Other professional fees (attach schedule).... Click to see attachment 228,073 228,073   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,108 15,500   7,187
19 Depreciation (attach schedule) and depletion... Click to see attachment 164 0  
20 Occupancy.............. 27,181 13,590   13,591
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,416 14,042   14,045
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 651,059 440,763   204,382
25 Contributions, gifts, grants paid....... 2,100,500 2,100,500
26 Total expenses and disbursements. Add lines 24 and 25 2,751,559 440,763   2,304,882
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,509,543
b Net investment income (if negative, enter -0-) 3,817,838
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............. 109,323 880,578 880,578
2 Savings and temporary cash investments......... 240,387 274,030 274,030
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)....... 19,521,645 Click to see attachment19,533,486 39,607,720
c Investments—corporate bonds (attach schedule)....... 502,820 Click to see attachment500,886 474,445
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,560,203 Click to see attachment13,254,941 15,387,844
14 Land, buildings, and equipment: basis bullet74,368
Less: accumulated depreciation (attach schedule) bullet74,204 164 Click to see attachment164 164
15 Other assets (describe bullet) Click to see attachment27,969 Click to see attachment27,969 Click to see attachment27,969
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,962,511 34,472,054 56,652,750
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........ 21,505,248 21,505,248
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,457,263 12,966,806
29 Total net assets or fund balances (see instructions)..... 32,962,511 34,472,054
30 Total liabilities and net assets/fund balances (see instructions). 32,962,511 34,472,054
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
32,962,511
2
Enter amount from Part I, line 27a .....................
2
1,509,543
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,472,054
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
34,472,054
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
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 4,962,562   2,297,970 2,664,592
b
c
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       2,664,592
b
c
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 2,664,592
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 53,068
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 53,068
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 53,068
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,091
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,159
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 changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (251) 694-1957

    Located atbulletP O BOX 450MOBILEAL ZIP+4bullet36601
    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
     
    No
    ........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
    THOMAS B VAN ANTWERP TRUSTEE
    40.00     		264,388 0 0
    P O BOX 450
    MOBILE,AL36601
    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
    MITCHELL MCLEOD PUGH & WILLIAMS INVESTMENT ADVISORY SERVICES 228,073
    2610 DAUPHIN ST
    MOBILE,AL36606
    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
    49,574,004
    b
    Average of monthly cash balances.......................
    1b
    386,874
    c
    Fair market value of all other assets (see instructions)................
    1c
    28,133
    d
    Total (add lines 1a, b, and c).........................
    1d
    49,989,011
    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
    49,989,011
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    749,835
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    49,239,176
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,461,959
    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
    2,461,959
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    53,068
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    53,068
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,408,891
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,408,891
    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
    2,408,891
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,304,882
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,304,882
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,304,882
    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 2,408,891
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,090,931
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,304,882
    a Applied to 2019, but not more than line 2a 2,090,931
    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..... 213,951
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,194,940
    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:
    THOMAS B VAN ANTWERP TRUSTEE
    PO BOX 450
    MOBILE,AL36601
    (251) 694-1957
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORMAT - 501(C)(3) ORG - PURPOSE OF GRANT - HISTORY OF ORGANIZATION
    cAny submission deadlines:
    OCTOBER 1 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ALABAMA KIDNEY FOUNDATION
    265 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244     		  PUBLIC OPERATING 10,000
    ALABAMA SCHOOL OF MATH AND SCIENCE
    1255 DAUPHIN STREET
    MOBILE,AL36604     		  PUBLIC OPERATING 75,000
    ALABAMA SHAKESPEARE FESTIVAL
    1 FESTIVAL DRIVE
    MONTGOMERY,AL36117     		  PUBLIC OPERATING 10,000
    AMERICAN CANCER SOCIETY
    1110 MONTLIMAR DR 420
    MOBILE,AL36609     		  PUBLIC OPERATING 10,000
    ANGEL FLIGHT
    8864 AIRPORT BLVD LEESBURG
    INTERNATIONAL AIRPORT
    LEESBURG,FL34788     		  PUBLIC OPERATING 2,500
    ASSISTANCE LEAGUE OF MOBILE
    PO BOX 850212
    MOBILE,AL36685     		  PUBLIC OPERATING 1,000
    BARTON ACADEMY
    PO BOX 571
    MOBILE,AL36601     		  PUBLIC CAPITAL 50,000
    BELLINGRATH GARDENS AND HOME
    12401 BELLINGRATH GARDENS ROAD
    THEODORE,AL36582     		  PUBLIC OPERATING 1,000
    BIG BROTHERS BIG SISTERS SO - ALA YMCA
    101 NORTH WATER STREET
    MOBILE,AL36602     		  PUBLIC OPERATING FUND 25,000
    BOY SCOUTS OF AMERICA COUNCIL
    2587 GOVERNMENT BLVD
    MOBILE,AL36606     		  PUBLIC OPERATING 10,000
    CHRIST CHURCH CATHEDRAL
    115 S CONCEPTION ST
    MOBILE,AL36602     		  PUBLIC CAPITAL 200,000
    CYSTIC FIBROSIS FOUNDATION
    857 DOWNTOWNER BLVD D1
    MOBILE,AL36609     		  PUBLIC OPERATING FUND 10,000
    DAUPHIN ISLAND SEA LAB
    101 BIENVILLE BOULEVARD
    DAUPHIN ISLAND,AL36528     		  PUBLIC OPERATING FUND 20,000
    DISTINGUISHED YOUNG WOMEN
    751 GOVERNMENT STREET
    MOBILE,AL36602     		  PUBLIC OPERATING 5,000
    DUMAS WESLEY COMMUNITY CENTER
    PO BOX 7325
    MOBILE,AL36670     		  PUBLIC OPERATING 115,000
    FAIRHOPE FILM FESTIVAL
    101 N SECTION S SUITE 108
    FAIRHOPE,AL36532     		  PUBLIC OPERATING 10,000
    FRIENDS OF THE SPANISH FORT PUBLIC LIBRARY
    7361 SPANISH FORT BLVD
    SPANISH FORT,AL36527     		  PUBLIC OPERATING 8,000
    GIRLS ON THE RUN SOUTH ALABAMA
    64 HAWTHORNE PLACE
    MOBILE,AL36608     		  PUBLIC OPERATING 5,000
    GOVERNMENT STREET UNITED METHODIST CHURCH
    901 GOVERNMENT ST
    MOBILE,AL36604     		  PUBLIC OPERATING 50,000
    HISTORIC RESTORATION SOCIETY INC
    PO BOX 70047
    MOBILE,AL36607     		  PUBLIC OPERATING 100,000
    HOME OF GRACE
    394 ALDOCK RD
    EIGHT MILE,AL36613     		  PUBLIC CAPITAL 20,000
    INFIRMARY FOUNDATION
    PO BOX 2226
    MOBILE,AL36652     		  PUBLIC OPERATING 100,000
    L'ARCHE MOBILE INC
    151 S ANN ST
    MOBILE,AL36604     		  PUBLIC OPERATING 25,000
    LITTLE SISTERS OF THE POOR
    1655 MCGILL AVE
    MOBIE,AL36604     		  PUBLIC OPERATING 5,000
    MAIN STREET MOBILE
    PO BOX 112
    MOBILE,AL36601     		  PUBLIC OPERATING 50,000
    MARY'S SHELTER
    PO BOX 18
    ELBERTA,AL36530     		  PUBLIC OPERATING 2,000
    MCKEMIE PLACE
    913 SOUTH BROAD STREET
    MOBILE,AL36603     		  PUBLIC OPERATING 5,000
    MOBILE AREA CHAMBER OF COMMERCE
    451 GOVERNMENT STREET
    MOBILE,AL36602     		  PUBLIC CAPITAL 150,000
    MOBILE CARNIVAL ASSOCIATION FLORAL
    PO BOX 2121
    MOBILE,AL36652     		  PUBLIC OPERATING FUND 20,000
    MOBILE CARNIVAL ASSOCIATIONOPERATING
    PO BOX 2121
    MOBILE,AL36652     		  PUBLIC OPERATING 50,000
    MOBILE HISTORIC DEVELOPMENT COMMISSION
    PO BOX 1827
    MOBIE,AL36633     		  PUBLIC OPERATING 10,000
    MOBILE LAW ENFORCEMENT FOUNDATION
    PO BOX 66447
    MOBILE,AL36660     		  PUBLIC OPERATING 50,000
    MOBILE YOUTH LACROSSE LEAGUE
    5690 RIVERVIEW PLANTATION DR
    THEODORE,AL36582     		  PUBLIC OPERATING 15,000
    MT VERNON HISTORICAL PRESERVATION SOCIETY
    PO BOX 1082
    MOUNT VERNON,AL36560     		  PUBLIC OPERATING 15,000
    MURRAY HOUSE ASSISTED LIVING
    1257 GOVERNMENT STREET
    MOBILE,AL36604     		  PUBLIC OPERATING 25,000
    NSCDA (NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA)
    1630 LATIMER ST
    PHILADELPHIA,PA19103     		  PUBLIC OPERATING 105,000
    OZANAM CHARITABLE PHARMACY
    571 DAUPHIN STREET
    MOBILE,AL36602     		  PUBLIC OPERATING FUND 6,000
    PASCAGOULA PRIDE
    PO BOX 2335
    PASCAGOULA,MS39569     		  PUBLIC OPERATING 30,000
    PRODISEE PANTRY
    9315 SPANISH FORT BLVD
    SPANISH FORT,AL36527     		  PUBLIC OPERATING 35,000
    PROVIDENCE HOSPITAL FOUNDATION
    6801 AIRPORT BOULEVARD
    MOBILE,AL36685     		  PUBLIC CAPITAL 30,000
    RONALD MCDONALD HOUSE
    1626 SPRINGHILL AVE
    MOBIE,AL36604     		  PUBLIC OPERATING 4,500
    SAVE A STRAY
    3488 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC OPERATING 10,000
    SOCIETY OF 1842
    PO BOX 1566
    MOBILE,AL36633     		  PUBLIC OPERATING FUND 30,000
    SOCIETY OF 1868
    PO BOX 25
    MOBILE,AL36601     		  PUBLIC CAPITAL/OPERATING 50,000
    ST FRANCIS AT THE POINT ANGLICAN CHURCH
    17280 SCENIC HIGHWAY 98
    POINT CLEAR,AL36564     		  PUBLIC CAPITAL 50,000
    ST IGNATIUS CATHOLIC PARISH
    3704 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC OPERATING 120,000
    ST PAUL'S EPISCOPAL SCHOOL FOUNDATION
    161 DOGWOOD LANE
    MOBIE,AL36608     		  PUBLIC OPERATING 25,000
    ST PAUL'S EPISCOPAL SCHOOL
    161 DOGWOOD LANE
    MOBILE,AL36608     		  PUBLIC OPERATING FUND 160,000
    THE 1857 FOUNDATION
    PO BOX 628
    MOBILE,AL36601     		  PUBLIC OPERATING 25,000
    THE CAHABA FOUNDATION
    PO BOX 465
    SELMA,AL36702     		  PUBLIC OPERATING 25,000
    THE FIRST PRESBYTERIAN CHURCH OF PASCAGOULA
    1819 PASCAGOULA ST
    PASCAGOULA,MS39567     		  PUBLIC OPERATING 10,000
    THE JAZZ STUDIO
    PO BOX 47
    MOBILE,AL36601     		  PUBLIC OPERATING FUND 10,000
    THE LEARNING TREE
    101 S DUBOIS ST
    TALLAHASSEE,FL36078     		  PUBLIC OPERATING 2,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		  PUBLIC CAPITAL 80,000
    UMS-WRIGHT PREPARATORY SCHOOL
    65 MOBILE ST
    MOBILE,AL36607     		  PUBLIC OPERATING 2,500
    UNIVERSITY OF SOUTH ALABAMA
    5828 OLD SHELL ROAD
    MOBILE,AL36608     		  PUBLIC CAPITAL 20,000
    VICTORY HEALTH PARTNERS
    3750 PROFESSIONAL PKWY
    MOBILE,AL36609     		  PUBLIC OPERATING 10,000
    WATERFRONT RESCUE MISSION
    206 STATE ST
    MOBILE,AL36603     		  PUBLIC OPERATING 1,000
    Total .................................bullet 3a 2,100,500
    bApproved for future payment
    ALABAMA SCHOOL OF MATH AND SCIENCE
    1255 DAUPHIN STREET
    MOBILE,AL36604     		  PUBLIC OPERATING 225,000
    BARTON ACADEMY
    PO BOX 571
    MOBILE,AL36601     		  PUBLIC CAPITAL 150,000
    CHRIST CHURCH CATHEDRAL
    115 S CONCEPTION ST
    MOBILE,AL36602     		  PUBLIC CAPITAL 1,500,000
    DUMAS WESLEY COMMUNITY CENTER
    PO BOX 7325
    MOBILE,AL36670     		  PUBLIC OPERATING 270,000
    GOVERNMENT STREET UNITED METHODIST CHURCH
    901 GOVERNMENT ST
    MOBILE,AL36604     		  PUBLIC OPERATING 50,000
    L'ARCHE MOBILE INC
    151 S ANN ST
    MOBILE,AL36604     		  PUBLIC OPERATING 50,000
    MAIN STREET MOBILE
    PO BOX 112
    MOBILE,AL36601     		  PUBLIC OPERATING 100,000
    MARDI GRAS PARK
    163 GOVERNMENT ST
    MOBILE,AL36602     		  PUBLIC CAPITAL 650,000
    MOBILE AREA CHAMBER OF COMMERCE
    451 GOVERNMENT STREET
    MOBILE,AL36602     		  PUBLIC CAPITAL 300,000
    MOBILE CARNIVAL ASSOCIATIONOPERATING
    PO BOX 2121
    MOBILE,AL36652     		  PUBLIC OPERATING 150,000
    MOBILE LAW ENFORCEMENT FOUNDATION
    PO BOX 66447
    MOBILE,AL36660     		  PUBLIC OPERATING 200,000
    SOCIETY OF 1868
    PO BOX 25
    MOBILE,AL36601     		  PUBLIC CAPITAL/OPERATING 350,000
    ST FRANCIS AT THE POINT ANGLICAN CHURCH
    17280 SCENIC HIGHWAY 98
    POINT CLEAR,AL36564     		  PUBLIC CAPITAL 150,000
    ST IGNATIUS CATHOLIC PARISH
    3704 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC CAPITAL 360,000
    ST PAUL'S EPISCOPAL SCHOOL
    161 DOGWOOD LANE
    MOBILE,AL36608     		  PUBLIC OPERATING 160,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203     		  PUBLIC CAPITAL 320,000
    Total .................................bullet 3b 4,985,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,594,009  
    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 2,664,592  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOIL ROYALTIES     		211110 2,501      
    bLP INVESTMENT INCOME 211110        
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,501 4,258,601 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,261,102
    (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

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALABAMA KIDNEY FOUNDATION265 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244     		  PUBLIC OPERATING 10,000
    ALABAMA SCHOOL OF MATH AND SCIENCE1255 DAUPHIN STREET
    MOBILE,AL36604     		  PUBLIC OPERATING 75,000
    ALABAMA SHAKESPEARE FESTIVAL1 FESTIVAL DRIVE
    MONTGOMERY,AL36117     		  PUBLIC OPERATING 10,000
    AMERICAN CANCER SOCIETY1110 MONTLIMAR DR 420
    MOBILE,AL36609     		  PUBLIC OPERATING 10,000
    ANGEL FLIGHT8864 AIRPORT BLVD LEESBURG
    INTERNATIONAL AIRPORT
    LEESBURG,FL34788     		  PUBLIC OPERATING 2,500
    ASSISTANCE LEAGUE OF MOBILEPO BOX 850212
    MOBILE,AL36685     		  PUBLIC OPERATING 1,000
    BARTON ACADEMYPO BOX 571
    MOBILE,AL36601     		  PUBLIC CAPITAL 50,000
    BELLINGRATH GARDENS AND HOME12401 BELLINGRATH GARDENS ROAD
    THEODORE,AL36582     		  PUBLIC OPERATING 1,000
    BIG BROTHERS BIG SISTERS SO - ALA YMCA101 NORTH WATER STREET
    MOBILE,AL36602     		  PUBLIC OPERATING FUND 25,000
    BOY SCOUTS OF AMERICA COUNCIL2587 GOVERNMENT BLVD
    MOBILE,AL36606     		  PUBLIC OPERATING 10,000
    CHRIST CHURCH CATHEDRAL115 S CONCEPTION ST
    MOBILE,AL36602     		  PUBLIC CAPITAL 200,000
    CYSTIC FIBROSIS FOUNDATION857 DOWNTOWNER BLVD D1
    MOBILE,AL36609     		  PUBLIC OPERATING FUND 10,000
    DAUPHIN ISLAND SEA LAB101 BIENVILLE BOULEVARD
    DAUPHIN ISLAND,AL36528     		  PUBLIC OPERATING FUND 20,000
    DISTINGUISHED YOUNG WOMEN751 GOVERNMENT STREET
    MOBILE,AL36602     		  PUBLIC OPERATING 5,000
    DUMAS WESLEY COMMUNITY CENTERPO BOX 7325
    MOBILE,AL36670     		  PUBLIC OPERATING 115,000
    FAIRHOPE FILM FESTIVAL101 N SECTION S SUITE 108
    FAIRHOPE,AL36532     		  PUBLIC OPERATING 10,000
    FRIENDS OF THE SPANISH FORT PUBLIC LIBRARY7361 SPANISH FORT BLVD
    SPANISH FORT,AL36527     		  PUBLIC OPERATING 8,000
    GIRLS ON THE RUN SOUTH ALABAMA64 HAWTHORNE PLACE
    MOBILE,AL36608     		  PUBLIC OPERATING 5,000
    GOVERNMENT STREET UNITED METHODIST CHURCH901 GOVERNMENT ST
    MOBILE,AL36604     		  PUBLIC OPERATING 50,000
    HISTORIC RESTORATION SOCIETY INCPO BOX 70047
    MOBILE,AL36607     		  PUBLIC OPERATING 100,000
    HOME OF GRACE394 ALDOCK RD
    EIGHT MILE,AL36613     		  PUBLIC CAPITAL 20,000
    INFIRMARY FOUNDATIONPO BOX 2226
    MOBILE,AL36652     		  PUBLIC OPERATING 100,000
    L'ARCHE MOBILE INC151 S ANN ST
    MOBILE,AL36604     		  PUBLIC OPERATING 25,000
    LITTLE SISTERS OF THE POOR1655 MCGILL AVE
    MOBIE,AL36604     		  PUBLIC OPERATING 5,000
    MAIN STREET MOBILEPO BOX 112
    MOBILE,AL36601     		  PUBLIC OPERATING 50,000
    MARY'S SHELTERPO BOX 18
    ELBERTA,AL36530     		  PUBLIC OPERATING 2,000
    MCKEMIE PLACE913 SOUTH BROAD STREET
    MOBILE,AL36603     		  PUBLIC OPERATING 5,000
    MOBILE AREA CHAMBER OF COMMERCE451 GOVERNMENT STREET
    MOBILE,AL36602     		  PUBLIC CAPITAL 150,000
    MOBILE CARNIVAL ASSOCIATION FLORALPO BOX 2121
    MOBILE,AL36652     		  PUBLIC OPERATING FUND 20,000
    MOBILE CARNIVAL ASSOCIATIONOPERATINGPO BOX 2121
    MOBILE,AL36652     		  PUBLIC OPERATING 50,000
    MOBILE HISTORIC DEVELOPMENT COMMISSIONPO BOX 1827
    MOBIE,AL36633     		  PUBLIC OPERATING 10,000
    MOBILE LAW ENFORCEMENT FOUNDATIONPO BOX 66447
    MOBILE,AL36660     		  PUBLIC OPERATING 50,000
    MOBILE YOUTH LACROSSE LEAGUE5690 RIVERVIEW PLANTATION DR
    THEODORE,AL36582     		  PUBLIC OPERATING 15,000
    MT VERNON HISTORICAL PRESERVATION SOCIETYPO BOX 1082
    MOUNT VERNON,AL36560     		  PUBLIC OPERATING 15,000
    MURRAY HOUSE ASSISTED LIVING1257 GOVERNMENT STREET
    MOBILE,AL36604     		  PUBLIC OPERATING 25,000
    NSCDA (NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA)1630 LATIMER ST
    PHILADELPHIA,PA19103     		  PUBLIC OPERATING 105,000
    OZANAM CHARITABLE PHARMACY571 DAUPHIN STREET
    MOBILE,AL36602     		  PUBLIC OPERATING FUND 6,000
    PASCAGOULA PRIDEPO BOX 2335
    PASCAGOULA,MS39569     		  PUBLIC OPERATING 30,000
    PRODISEE PANTRY9315 SPANISH FORT BLVD
    SPANISH FORT,AL36527     		  PUBLIC OPERATING 35,000
    PROVIDENCE HOSPITAL FOUNDATION6801 AIRPORT BOULEVARD
    MOBILE,AL36685     		  PUBLIC CAPITAL 30,000
    RONALD MCDONALD HOUSE1626 SPRINGHILL AVE
    MOBIE,AL36604     		  PUBLIC OPERATING 4,500
    SAVE A STRAY3488 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC OPERATING 10,000
    SOCIETY OF 1842PO BOX 1566
    MOBILE,AL36633     		  PUBLIC OPERATING FUND 30,000
    SOCIETY OF 1868PO BOX 25
    MOBILE,AL36601     		  PUBLIC CAPITAL/OPERATING 50,000
    ST FRANCIS AT THE POINT ANGLICAN CHURCH17280 SCENIC HIGHWAY 98
    POINT CLEAR,AL36564     		  PUBLIC CAPITAL 50,000
    ST IGNATIUS CATHOLIC PARISH3704 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC OPERATING 120,000
    ST PAUL'S EPISCOPAL SCHOOL FOUNDATION161 DOGWOOD LANE
    MOBIE,AL36608     		  PUBLIC OPERATING 25,000
    ST PAUL'S EPISCOPAL SCHOOL161 DOGWOOD LANE
    MOBILE,AL36608     		  PUBLIC OPERATING FUND 160,000
    THE 1857 FOUNDATIONPO BOX 628
    MOBILE,AL36601     		  PUBLIC OPERATING 25,000
    THE CAHABA FOUNDATIONPO BOX 465
    SELMA,AL36702     		  PUBLIC OPERATING 25,000
    THE FIRST PRESBYTERIAN CHURCH OF PASCAGOULA1819 PASCAGOULA ST
    PASCAGOULA,MS39567     		  PUBLIC OPERATING 10,000
    THE JAZZ STUDIOPO BOX 47
    MOBILE,AL36601     		  PUBLIC OPERATING FUND 10,000
    THE LEARNING TREE101 S DUBOIS ST
    TALLAHASSEE,FL36078     		  PUBLIC OPERATING 2,000
    THE NATURE CONSERVANCY4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		  PUBLIC CAPITAL 80,000
    UMS-WRIGHT PREPARATORY SCHOOL65 MOBILE ST
    MOBILE,AL36607     		  PUBLIC OPERATING 2,500
    UNIVERSITY OF SOUTH ALABAMA5828 OLD SHELL ROAD
    MOBILE,AL36608     		  PUBLIC CAPITAL 20,000
    VICTORY HEALTH PARTNERS3750 PROFESSIONAL PKWY
    MOBILE,AL36609     		  PUBLIC OPERATING 10,000
    WATERFRONT RESCUE MISSION206 STATE ST
    MOBILE,AL36603     		  PUBLIC OPERATING 1,000
    Total ...............................bullet 3a 2,100,500
    bApproved for future payment
    ALABAMA SCHOOL OF MATH AND SCIENCE1255 DAUPHIN STREET
    MOBILE,AL36604     		  PUBLIC OPERATING 225,000
    BARTON ACADEMYPO BOX 571
    MOBILE,AL36601     		  PUBLIC CAPITAL 150,000
    CHRIST CHURCH CATHEDRAL115 S CONCEPTION ST
    MOBILE,AL36602     		  PUBLIC CAPITAL 1,500,000
    DUMAS WESLEY COMMUNITY CENTERPO BOX 7325
    MOBILE,AL36670     		  PUBLIC OPERATING 270,000
    GOVERNMENT STREET UNITED METHODIST CHURCH901 GOVERNMENT ST
    MOBILE,AL36604     		  PUBLIC OPERATING 50,000
    L'ARCHE MOBILE INC151 S ANN ST
    MOBILE,AL36604     		  PUBLIC OPERATING 50,000
    MAIN STREET MOBILEPO BOX 112
    MOBILE,AL36601     		  PUBLIC OPERATING 100,000
    MARDI GRAS PARK163 GOVERNMENT ST
    MOBILE,AL36602     		  PUBLIC CAPITAL 650,000
    MOBILE AREA CHAMBER OF COMMERCE451 GOVERNMENT STREET
    MOBILE,AL36602     		  PUBLIC CAPITAL 300,000
    MOBILE CARNIVAL ASSOCIATIONOPERATINGPO BOX 2121
    MOBILE,AL36652     		  PUBLIC OPERATING 150,000
    MOBILE LAW ENFORCEMENT FOUNDATIONPO BOX 66447
    MOBILE,AL36660     		  PUBLIC OPERATING 200,000
    SOCIETY OF 1868PO BOX 25
    MOBILE,AL36601     		  PUBLIC CAPITAL/OPERATING 350,000
    ST FRANCIS AT THE POINT ANGLICAN CHURCH17280 SCENIC HIGHWAY 98
    POINT CLEAR,AL36564     		  PUBLIC CAPITAL 150,000
    ST IGNATIUS CATHOLIC PARISH3704 SPRINGHILL AVE
    MOBILE,AL36608     		  PUBLIC CAPITAL 360,000
    ST PAUL'S EPISCOPAL SCHOOL161 DOGWOOD LANE
    MOBILE,AL36608     		  PUBLIC OPERATING 160,000
    THE NATURE CONSERVANCY4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203     		  PUBLIC CAPITAL 320,000
    Total ................................bullet 3b 4,985,000

    TY 2020 AccountingFeesSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 21,731 10,865   10,866

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

    TY 2020 DepreciationSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    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
    OFFICE FURNISHINGS 2007-07-10 67,921 67,921 SL 10.000000000000 0 0    
    COMPUTERS AND EQUIPMENT 2007-09-19 4,391 4,391 SL 7.000000000000 0 0    
    LAPTOP 2010-09-16 2,467 2,303 SL 10.000000000000 164 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS (SCHEDULE) 500,886 474,445

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK (SCHEDULE) 19,533,486 39,607,720

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN LTD PARTNERSHIPS & MUTUAL FUNDS(SCHEDULE) AT COST 13,254,941 15,387,844

    TY 2020 LandEtcSchedule2
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNISHINGS 67,921 67,921 0 0
    COMPUTERS AND EQUIPMENT 4,391 4,391 0 0
    LAPTOP 2,467 2,467 0 0


    TY 2020 OtherAssetsSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OPERATION INTEREST- OIL WELLS 16,750 16,750 16,750
    ART OBJECTS - RALPH CHANDLER BUSTS 11,219 11,219 11,219


    TY 2020 OtherExpensesSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 8,870 4,435   4,435
    OIL PRODUCTION EXPENSES 2,559 0   0
    OFFICE EXPENSES 17,679 8,839   8,840
    MISCELLANEOUS EXPENSE 2,345 287   288
    PAYROLL PROCESSING FEES 963 481   482


    TY 2020 OtherIncomeSchedule2
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL ROYALTIES 2,501   2,501


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 228,073 228,073   0


    TY 2020 ReasonableCauseExplanation
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Explanation:
    LATE FILING CAUSED BY TWO SIGNIFICANT ISSUES. THE TAXPAYER'S RETURN IS FOR THE PERIOD OF JANUARY 1, 2020 THROUGH DECEMBER 31, 2020. DURING THIS PERIOD THE TAXPAYER AND THEIR ACCOUNTING FIRM WERE WORKING REMOTELY FROM HOME DUE TO COVID 19 WHICH CAUSED DIFFICULTIES IN COMPLETING WORK AND KEEPING TRACK OF ASSIGNMENTS AND TAX RETURN DUE DATES ON A TIMELY BASIS. IN ADDITION TO COVID 19, THE TAXPAYER'S AND THEIR ACCOUNTING FIRM ARE BASED OUT OF MOBILE, ALABAMA WHICH WAS DECLARED A FEDERAL DISASTER AREA ON SEPTEMBER 14, 2020 FOR HURRICANE SALLY AND ALSO ON OCTOBER 28, 2020 FOR HURRICANE ZETA. THE DISASTER DECLARATION NUMBERS ARE FEMA 4563 AND FEMA 4573 FOR SALLY AND ZETA RESPECTIVELY. DUE TO THESE HURRICANES THE TAXPAYER'S AND ACCOUNTANT'S OFFICES WERE CLOSED WHICH CAUSED ADDITIONAL DELAYS AND PREVENTED THE TIMELY FILING OF THE TAX RETURN. BASED ON THE ABOVE WE RESPECTFULLY REQUEST THAT THE TAXAPAYER NOT BE ASSESSED ANY LATE FILING OR LATE PAYMENT PENALTIES.

    TY 2020 TaxesSchedule
    Name:
    HEARIN - CHANDLER FOUNDATION
     
    C/O THOMAS B VAN ANTWERP TRUSTEE
    EIN:
    63-6075470
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 8,312 8,312   0
    PAYROLL TAXES 14,375 7,188   7,187
    EXCISE TAX PAYMENT 1,421 0   0