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 07-01-2020 , and ending 06-30-2021
Name of foundation
THE SUNSHINE CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)39 NEWBURY STREET NO 308
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021163105
A Employer identification number

47-4535502
B Telephone number (see instructions)

(617) 330-7000
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$197,124,779
J 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) 18,364,734
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,519,792 2,643,956  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,728,699
b Gross sales price for all assets on line 6a 14,561,888
7 Capital gain net income (from Part IV, line 2)... 4,728,699
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)....... 0 -50,623  
12 Total. Add lines 1 through 11........ 25,613,225 7,322,032  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 30,943 7,736   0
c Other professional fees (attach schedule).... 98,295 248,322   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 107,128 16,128   0
19 Depreciation (attach schedule) and depletion... 1,292 0  
20 Occupancy.............. 21,818 0   22,504
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,563 3,832   731
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 264,039 276,018   23,235
25 Contributions, gifts, grants paid....... 6,033,000 6,033,000
26 Total expenses and disbursements. Add lines 24 and 25 6,297,039 276,018   6,056,235
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,316,186
b Net investment income (if negative, enter -0-) 7,046,014
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 662,801 1,461,472 1,461,472
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.......... 8,843 8,843 8,843
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 102,237,991 Click to see attachment150,310,501 150,310,501
c Investments—corporate bonds (attach schedule)....... 2,793,275 Click to see attachment2,854,796 2,854,796
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,048,768 Click to see attachment42,446,223 42,446,223
14 Land, buildings, and equipment: basis bullet19,610
Less: accumulated depreciation (attach schedule) bullet5,919 14,983 Click to see attachment13,691 13,691
15 Other assets (describe bullet) Click to see attachment30,462 Click to see attachment29,253 Click to see attachment29,253
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 126,797,123 197,124,779 197,124,779
Liabilities 17 Accounts payable and accrued expenses.......... 758 71
18 Grants payable................. 100,000 100,000
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)......... 100,758 100,071
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 126,696,365 197,024,708
29 Total net assets or fund balances (see instructions)..... 126,696,365 197,024,708
30 Total liabilities and net assets/fund balances (see instructions). 126,797,123 197,124,779
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
126,696,365
2
Enter amount from Part I, line 27a .....................
2
19,316,186
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
51,012,157
4
Add lines 1, 2, and 3 ..........................
4
197,024,708
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
197,024,708
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 CAPITAL GAINS DIVIDENDS P    
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 14,208,072   9,833,189 4,374,883
b 353,816     353,816
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       4,374,883
b       353,816
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 4,728,699
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 97,940
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 97,940
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 97,940
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 75,779
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 135,779
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 79
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 37,760
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet37,760 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    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 ofbulletGERALDINE ACUNA-SUNSHINE Telephone no.bullet (857) 263-7522

    Located atbullet39 NEWBURY STREET 308BOSTONMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GERALDINE ACUNA-SUNSHINE TRUSTEE
    10.00
    0 0 0
    39 NEWBURY STREET 308
    BOSTON,MA02116
    GABRIEL B SUNSHINE TRUSTEE
    1.00
    0 0 0
    39 NEWBURY STREET 308
    BOSTON,MA02116
    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
    THE BLACKSTONE GROUP INVESTMENT MANAGEMENT 150,027
    345 PARK AVENUE
    NEW YORK,NY10154
    GOLDMAN SACHS & CO INVESTMENT MANAGEMENT 79,434
    125 HIGH ST 20TH FL
    BOSTON,MA02110
    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
    160,634,689
    b
    Average of monthly cash balances.......................
    1b
    1,221,609
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    161,856,298
    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
    161,856,298
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,427,844
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    159,428,454
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,971,423
    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
    7,971,423
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    97,940
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    97,940
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,873,483
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,873,483
    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
    7,873,483
    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
    6,056,235
    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
    6,056,235
    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
    6,056,235
    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 7,873,483
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    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$ 6,056,235
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 6,056,235
    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 ..........
    1,817,248
    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).)
    GERALDINE ACUNA-SUNSHINE
    GABRIEL B SUNSHINE
    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
    THE MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114
    NONE PC TO FUND RESEARCH AND CLINICAL WORK IN THE DEPT OF NEUROLOGY RELATED TO MOVEMENT DISORDERS. 5,700,000
    THE RESOLUTION PROJECT INC
    1120 AVENUE OF THE AMERICAS 4TH FL
    NEW YORK,NY10036
    NONE PC FOR EXPANSION OF INFRASTRUCTURE AND SUPPORTING POST-GRADUATION FELLOWSHIPS 333,000
    Total .................................bullet 3a 6,033,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 2,519,792  
    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 4,728,699  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 7,248,491 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,248,491
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number

    47-4535502
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number
    47-4535502
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    GABRIEL B SUNSHINE
    113 MARLBOROUGH STREET
     
    BOSTON, MA02116

    $ 8,792,231


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    GERALDINE ACUNA-SUNSHINE
    113 MARLBOROUGH STREET
     
    BOSTON, MA02116

    $ 6,282,550


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    SUNSHINE FAMILY CLAT TRUST-IV UA 111417
     
    113 MARLBOROUGH STREET
     
    BOSTON, MA02116

    $ 2,853,938


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    SUNSHINE FAMILY CLAT TRUST-IV UA 112116
     
    113 MARLBOROUGH STREET
     
    BOSTON, MA20116

    $ 116,015


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    GABRIEL B SUNSHINE
    113 MARLBOROUGH STREET
     
    BOSTON, MA20116

    $ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    GERALDINE ACUNA-SUNSHINE
    113 MARLBOROUGH STREET
     
    BOSTON, MA20116

    $ 70,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number

    47-4535502
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    3,067 SHARES OF INVESCO QQQ STOCK $ 850,494 2020-09-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    3,600 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND STOCK $ 631,224 2020-10-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    27,120 SHARES OF FIDELITY CONTRAFUND FUND $ 466,193 2020-11-20
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    862,416 SHARES OF NOVARTIS AG $ 79,446 2020-12-11
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    3,000 SHARES OF INVESCO QQQ STOCK $ 900,675 2020-12-11
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    6,486 SHARES OF SPDR S&P 500 STOCK $ 2,416,450 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number

    47-4535502
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    24,643 SHARES OF VANGUARD TOTAL WORLD STOCK INDEX FUND $ 2,230,315 2020-12-11
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    1,143 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND STOCK $ 216,581 2020-12-11
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    20,000 SHARES OF HARPOON THERAPEUTICS, INC $ 249,180 2021-04-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    7,513 SHARES OF REPARE THERAPEUTICS, INC $ 258,523 2021-05-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    5,000 SHARES OF BLACKSTONE INC. $ 493,150 2021-06-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    10,545 SHARES OF ISHARES MSCI ACWI STOCK $ 923,985 2020-11-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number

    47-4535502
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    438 SHARES OF CARRIER GLOBAL CORPORATION $ 16,620 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    1,800 SHARES OF ISHARES CORE S&P 500 STOCK $ 149,121 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    385 SHARES OF ISHARES RUSSELL 1000 GROWTH STOCK $ 78,457 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    1,883 SHARES OF ISHARES RUSSELL 3000 STOCK $ 404,346 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    2,000 SHARES OF INVESCO QQQ STOCK $ 594,750 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    2,040 SHARES OF SPDR S&P 500 STOCK $ 736,736 2020-11-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number

    47-4535502
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    101,997 SHARES OF TARGET CORPORATION $ 18,171 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    17,873 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND STOCK $ 3,339,302 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    139 SHARES OF WALMART INC $ 21,062 2020-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE SUNSHINE CHARITABLE FOUNDATION
     
    Employer identification number

    47-4535502
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 30,943 7,736   0

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

    TY 2020 DepreciationSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    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
    CHAIR, CONSOLE, TABLE, MIRROR 2015-11-10 2,327 1,087 SL 10.000000000000 233 0    
    CABINETS 2015-08-05 738 93 SL 39.000000000000 19 0    
    SINK AND FAUCET 2015-08-11 633 79 SL 39.000000000000 16 0    
    DEMO, PAINT, INSTALL 2015-08-14 6,760 851 SL 39.000000000000 173 0    
    CARPET 2015-08-14 2,062 260 SL 39.000000000000 53 0    
    ROLLER SHADES 2015-09-14 2,024 251 SL 39.000000000000 52 0    
    LIGHTING INSTALL 2015-11-09 720 84 SL 39.000000000000 18 0    
    HANGING LIGHTS, COAT HANGER, MIRROR 2015-12-14 810 96 SL 39.000000000000 21 0    
    WHITEBOARD 2017-12-04 3,536 1,826 SL 5.000000000000 707 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AIR LEASE CORPORATION STEP 04/01/2017 USD SER B SR LIEN 5.625% 08/26/13-04/0 55,148 55,148
    ALTRIA GROUP INC 4.4% 02/14/2026 USD SR LIEN 29,860 29,860
    AMERICAN EXPRESS CO 3.0% 10/30/2024 USD SR LIEN 80,824 80,824
    ANHEUSER-BUSCH INBEV WOR 4.0% 04/13/2028 USD SR LIEN 68,931 68,931
    APPLE INC. 0.55% 08/20/2025 USD SR LIEN 59,481 59,481
    AT&T INC. 1.65% 02/01/2028 USD SR LIEN 55,014 55,014
    AUTOZONE, INC. 3.125% 07/15/2023 USD SR LIEN 53,017 53,017
    AVALONBAY COMMUNITIES, INC. MTN 2.85% 03/15/2023 USD SR LIEN 104,170 104,170
    AXA EQUITABLE HOLDINGS, INC. 4.35% 04/20/2028 USD SER WI SR LIEN 11,559 11,559
    BANK OF AMERICA CORPORATION HYBRID MTN 10/22/2025 USD SR LIEN CPN 10/22/19 2 52,556 52,556
    BANK OF MONTREAL MTN 3.3% 02/05/2024 USD SER E SR LIEN 54,211 54,211
    BANK OF NOVA SCOTIA (THE) 2.2% 02/03/2025 USD SR LIEN 84,109 84,109
    BAT CAPITAL CORP 3.215% 09/06/2026 USD SR LIEN 53,579 53,579
    BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN 107,442 107,442
    BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN 30,581 30,581
    BOSTON SCIENTIFIC CORP 4.0% 03/01/2029 USD SR LIEN 40,304 40,304
    BROADCOM INC. 4.7% 04/15/2025 USD SER WI SR LIEN 28,418 28,418
    BURLINGTON NTHRN SANTA FE, LLC 3.05% 09/01/2022 USD SR LIEN 51,736 51,736
    CHARLES SCHWAB CORPORATION (TH 0.9% 03/11/2026 USD SR LIEN 49,771 49,771
    CITIGROUP INC. HYBRID 04/24/2025 USD SR LIEN CPN 04/24/19-04/23/24 3.352% 53,589 53,589
    COMCAST CORP 3.95% 10/15/2025 USD SR LIEN 56,456 56,456
    CROWN CASTLE INTL CORP 1.05% 07/15/2026 USD SR LIEN 24,525 24,525
    CVS HEALTH CORPORATION 3.7% 03/09/2023 USD SR LIEN 7,451 7,451
    DIGITAL REALTY TRUST LP 3.6% 07/01/2029 USD SR LIEN 28,246 28,246
    DTE ENERGY COMPANY STEP 10/01/2024 USD SER C SR LIEN 2.529% 08/13/19-10/01/2 52,918 52,918
    DUKE ENERGY CORP 1.8% 09/01/2021 USD SR LIEN 75,517 75,517
    FIFTH THIRD BANCORP 3.65% 01/25/2024 USD SR LIEN 54,344 54,344
    FISERV INC 3.2% 07/01/2026 SR LIEN 54,928 54,928
    GENERAL MOTORS CO 4.2% 10/01/2027 USD SR LIEN 28,132 28,132
    GLAXOSMITHKLINE CAPITAL PLC 2.875% 06/01/2022 USD SR LIEN 76,830 76,830
    JPMORGAN CHASE & CO. HYBRID 03/01/2025 USD SR LIEN CPN 06/01/17-02/29/24 3.2 53,656 53,656
    JPMORGAN CHASE & CO. HYBRID 04/25/2023 SR LIEN CPN 04/25/17 2.776% 51,210 51,210
    KIMCO REALTY CORP 3.8% 04/01/2027 USD SR LIEN 39,125 39,125
    KINDER MORGAN ENRGY PART, LP 4.15% 02/01/2024 USD SR LIEN 54,866 54,866
    MCCORMICK & CO 2.7% 08/15/2022 USD SR LIEN 51,689 51,689
    MORGAN STANLEY MTN 3.95% 04/23/2027 USD SUB LIEN REMOVE SEASON - 20722345 45,017 45,017
    NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 USD SR LIEN 80,988 80,988
    ORACLE CORPORATION 2.5% 05/15/2022 USD SR LIEN 50,929 50,929
    PROCTER & GAMBLE CO/THE 0.55% 10/29/2025 USD SR LIEN 49,472 49,472
    PUBLIC STORAGE 0.875% 02/15/2026 USD SR LIEN 14,939 14,939
    RYDER SYSTEM INC MTN 3.4% 03/01/2023 SR LIEN 26,405 26,405
    SPECTRA ENERGY PARTNERS, L.P. 3.5% 03/15/2025 USD SR LIEN 54,336 54,336
    STARBUCKS CORP 3.8% 08/15/2025 USD SR LIEN 57,994 57,994
    SYNCHRONY FINANCIAL 4.5% 07/23/2025 USD SR LIEN 28,458 28,458
    THE KROGER CO. 3.4% 04/15/2022 USD SR LIEN 51,199 51,199
    T-MOBILE USA, INC. 3.75% 04/15/2027 USD SER WI SR LIEN 27,820 27,820
    TORONTO-DOMINION BANK (THE) MTN 3.25% 03/11/2024 USD SR LIEN 27,012 27,012
    TOTAL CAPITAL CANADA LTD. 2.75% 07/15/2023 USD SR LIEN 52,917 52,917
    TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023 USD SR LIEN 53,602 53,602
    US TREASURY/AGENCY SECURITIES US TREAS BDS 310,536 310,536
    WELLS FARGO & COMPANY HYBRID MTN 06/02/2028 USD SR LIEN CPN 06/02/20 2.393% 36,383 36,383
    ZOETIS INC. 3.25% 02/01/2023 USD SER B SR LIEN 52,596 52,596

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 496,576 496,576
    ABBVIE INC COM 214,579 214,579
    ACADIA HEALTHCARE COMPANY INC CMN 31,877 31,877
    ACCENTURE PLC CMN 37,733 37,733
    ACCURAY INC CMN 10,441 10,441
    ADYEN N.V. ADR CMN 67,051 67,051
    AERCAP HOLDINGS NV ORD CMN 25,963 25,963
    AGNC INVESTMENT CORP 101,340 101,340
    AIA GROUP LIMITED SPONSORED ADR CMN SERIES 57,210 57,210
    AIR LIQUIDE ADR ADR CMN 14,079 14,079
    ALCON 20,024 20,024
    ALFA LAVAL AB UNSPONSORED ADR CMN 19,441 19,441
    ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN 23,585 23,585
    ALLIANZ SE ADR CMN 50,553 50,553
    ALLWRLD EX 316,950 316,950
    AMBEV S.A. SPONSORED ADR CMN 20,888 20,888
    AMERCO CMN 86,125 86,125
    AMERICAN EXPRESS CO. CMN 224,052 224,052
    AMERICAN INTL GROUP INC COM NEW 333,200 333,200
    AMGEN INC. CMN 166,725 166,725
    AMNEAL PHARMACEUTICALS INC CMN 7,383 7,383
    APOLLO GLOBAL MGMT INC COM CL A 311,000 311,000
    APPLE INC 2,054,400 2,054,400
    ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A 55,205 55,205
    ATRICURE, INC. CMN 17,611 17,611
    AVANOS MEDICAL INC CMN 7,529 7,529
    AVERY DENNISON CORPORATION CMN 39,525 39,525
    AVIS BUDGET GROUP, INC. CMN 18,382 18,382
    BABCOCK & WILCOX ENTERPRISES, CMN CLASS 19,590 19,590
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 124,200 124,200
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 22,027 22,027
    BANK OF AMERICA 494,760 494,760
    BANK OF AMERICA CORP CMN 156,097 156,097
    BANKUNITED INC CMN 27,364 27,364
    BERKSHIRE HATHAWAY INC. CLASS B 96,160 96,160
    BHP GROUP LTD SPONSORED ADR CMN 45,155 45,155
    BLACKSTONE GROUP INC COM 485,700 485,700
    BLACKSTONE MORTGAGE TRUST - CLASS A 117,993 117,993
    BLOOM ENERGY CORP CMN CLASS A 10,452 10,452
    BOX, INC. CMN CLASS A 13,874 13,874
    BRISTOL-MYERS SQUIBB CO COM EAI: $18000.00 EY: 3.06% 534,560 534,560
    CALERES, INC CMN 6,741 6,741
    CANADIAN NATIONAL RAILWAY CO. CMN 14,140 14,140
    CARRIER GLOBAL CORPORATION COM EAI: $2819.20 EY: 1.44% 340,200 340,200
    CARTER'S, INC. CMN 49,315 49,315
    CENTERPOINT ENERGY, INC 2.5% 09/01/2024 USD SR LIEN 79,056 79,056
    CHARLES RIV LABS INTL INC CMN 46,610 46,610
    CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES 35,071 35,071
    CHEVRON CORPORATION CMN 127,364 127,364
    CHICO'S FAS, INC. CMN 5,178 5,178
    CHILDREN'S PLACE INC (THE) INC 10,609 10,609
    CHUGAI PHARMACEUTICAL CO., LTD UNSPONSORED ADR CMN 24,392 24,392
    CIENA CORPORATION CMN 42,042 42,042
    CLEAN HARBORS INC CMN 16,113 16,113
    CLEVELAND-CLIFFS INC CMN 34,927 34,927
    CLOUDERA, INC CMN 30,546 30,546
    COGNYTE SOFTWARE LTD CMN 13,769 13,769
    COMCAST CORPORATION CMN CLASS A VOTING 108,338 108,338
    COMERICA INCORPORATED CMN 24,631 24,631
    CONDUENT INCORPORATED CMN 36,097 36,097
    CONOCOPHILLIPS CMN 135,685 135,685
    CONTINENTAL RESOURCES, INC CMN 264,803 264,803
    COVANTA HOLDING CORP CMN 28,799 28,799
    CREDIT ACCEPTANCE CORPORATION CMN 60,397 60,397
    CRITEO SA SPONSORED ADR CMN 69,383 69,383
    CROWN HOLDINGS INC CMN 45,075 45,075
    CSPC PHARMACEUTICAL GROUP LIMI ADR CMN 17,211 17,211
    CYTOSORBENTS CORPORATION CMN 2,975 2,975
    D.R. HORTON, INC. CMN 143,869 143,869
    DASSAULT SYSTEMES SPONSORED ADR CMN 48,988 48,988
    DBS GROUP HOLDINGS SPONSORED ADR CMN 46,470 46,470
    DEVON ENERGY CORPORATION (NEW) CMN 26,534 26,534
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN 17,444 17,444
    DIEBOLD NIXDORF INC CMN DIEBOLD NIXDORF INC 13,777 13,777
    DISCOVERY INC - A CMN SERIES A 67,680 67,680
    DISCOVERY INC CMN 96,648 96,648
    DRIL-QUIP, INC. CMN 7,713 7,713
    EBAY INC. CMN 175,876 175,876
    EMCORE CORPORATION CMN 8,344 8,344
    EMERGENT BIOSOLUTIONS INC. CMN 8,315 8,315
    ENERPAC TOOL GROUP CORP CMN 11,473 11,473
    ENN ENERGY HOLDINGS LIMITED ADR CMN 16,470 16,470
    ENTEGRIS, INC. CMN 15,863 15,863
    EPIROC AB ADR CMN 24,351 24,351
    FANUC CORP UNSPONSORED ADR CMN 12,770 12,770
    FEDERATED HIGH YIELD TRUST SERVICE SHARES 179,845 179,845
    FIDELITY CAPITAL & INCOME 1,069,546 1,069,546
    FIDELITY CONTRAFUND 2,752,095 2,752,095
    FIDELITY CONTRAFUND 510,748 510,748
    FIDELITY EMERGING MARKETS FUND 1,361,894 1,361,894
    FIDELITY EMERGING MARKETS INDEX FUND 295,525 295,525
    FIDELITY FLOATING RATE HIGH INCOME 366,014 366,014
    FIDELITY HIGH INCOME 1,661,485 1,661,485
    FIDELITY HIGH INCOME 1,653,762 1,653,762
    FIDELITY INFLATION-PROTECTED BOND INDEX FUND 1,215,297 1,215,297
    FIDELITY INFLAT-PROT BD INDEX FUND 648,804 648,804
    FIDELITY INTERNAL INDEX FUND 517,801 517,801
    FIDELITY INTERNATIONAL INDEX FUND 3,932,080 3,932,080
    FIDELITY INTL SMALL CAP OPPORTUNITIES 419,580 419,580
    FIDELITY NEW MARKETS INCOME 535,173 535,173
    FIDELITY TOTAL EMERGING MARKETS FD 1,344,583 1,344,583
    FIDELITY TOTAL MARKET INDEX FUND 5,340,128 5,340,128
    FIDELITY U.S. BOND INDEX FUND 1,175,011 1,175,011
    FIDELITY ZERO INTERNATIONAL INDEX FUND 1,090,696 1,090,696
    FIDELITY ZERO TOTAL MARKET INDEX 2,764,964 2,764,964
    FIDELITY ZERO TOTAL MARKET INDEX FUND 1,709,847 1,709,847
    FLIR SYSTEMS INC CMN 177 177
    FLUIDIGM CORP CMN 12,523 12,523
    FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH 24,508 24,508
    FUCHS PETROLUB SE ADR CMN 6,859 6,859
    GENERAL MOTORS 473,360 473,360
    GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT LLC (C) 640,652 640,652
    GS HIGH YIELD FUND CLASS P 752,841 752,841
    GS INFLATION PROTECTED SECURITIES FUND CLASS P 927,072 927,072
    GS MLP ENERGY INFRASTRUCTURE I 456,108 456,108
    GS TACTICAL TILT OVERLAY MUTUAL FUND 74,046 74,046
    HAEMONETICS CORPORATION CMN 10,196 10,196
    HAIN CELESTIAL GROUP INC CMN 18,174 18,174
    HARPOON THERAPEUTICS INC COM 110,960 110,960
    HARSCO CORPORATION CMN 27,751 27,751
    HDFC BANK LIMITED ADR CMN 15,940 15,940
    HENNESSY JAPAN FUND CL INVESTOR 163,425 163,425
    HUNTINGTON BANCSHARES INCORPOR CMN 22,091 22,091
    ICICI BANK LIMITED SPONS ADR 22,144 22,144
    II-VI INC CMN 10,090 10,090
    ILLINOIS TOOL WORKS 447,120 447,120
    IMPINJ, INC. CMN 5,572 5,572
    INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE 61,564 61,564
    INFINERA CORPORATION CMN 12,118 12,118
    INTERNATIONAL GAME TECHNOLOGY PLC CMN 35,053 35,053
    INTERSECT ENT, INC. CMN 7,776 7,776
    INVESCO QQQ TR UNIT SER 1 EAI: $17590.50 EY: 0.66% 3,036,402 3,036,402
    INVITATION HOMES INC 391,209 391,209
    INVITATION HOMES INC COM 186,450 186,450
    ISHARES CORE MSCI EMERGING 3,570,567 3,570,567
    ISHARES CORE S&P SMALL-CAP E 451,920 451,920
    ISHARES MSCI EAFE ETF EAI: $16172.04 EY: 2.68% 3,356,816 3,356,816
    ISHARES MSCI EAFE ETF EAI: $16172.04 EY: 2.68% 780,912 780,912
    ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 1,230,912 1,230,912
    ISHARES MSCI EMERGING MKTS ETF 303,325 303,325
    ISHARES RUSSELL 1000 ETF 417,445 417,445
    ISHARES RUSSELL 3000 ETF 14,865,278 14,865,278
    ISHARES S&P 500 INDEX FUND CLASS G 3,587,533 3,587,533
    ISHARES TR MSCI ACWI ETF 5,915,730 5,915,730
    ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN 23,972 23,972
    ITRON INC CMN 29,394 29,394
    JACK IN THE BOX 256,312 256,312
    JPMORGAN CHASE & CO 902,132 902,132
    JPMORGAN CHASE & CO CMN 160,984 160,984
    KAR AUCTION SERVICES, INC. CMN 8,933 8,933
    KBR, INC. CMN 30,072 30,072
    KEURIG DR PEPPER INC. 3.13% 12/15/2023 USD SR LIEN 53,118 53,118
    KKR REAL ESTATE FIN TR INC COM 129,780 129,780
    KOMATSU LTD ADR (NEW) SPONSORED GDS CMN 19,028 19,028
    KUBOTA CORP ADR ADR CMN 23,971 23,971
    LADDER CAP 347,492 347,492
    LENNAR CORPORATION CMN CLASS A 211,019 211,019
    LINDE PLC CMN 15,900 15,900
    LONZA GROUP AG UNSPONSORED ADR CMN 33,061 33,061
    LOREAL CO (ADR) ADR CMN 50,360 50,360
    LUKOIL PJSC SPONSORED ADR CMN CLASS * 28,580 28,580
    LYDALL INC CMN 25,842 25,842
    MACERICH COMPANY CMN 192,172 192,172
    MACOM TECHNOLOGY SOLUTIONS CMN 39,089 39,089
    MANDIANT, INC. CMN 30,714 30,714
    MEDNAX INC CMN 4,040 4,040
    MERCK & CO., INC. CMN 171,671 171,671
    MERCURY SYSTEMS INC CMN 7,954 7,954
    MOLINA HEALTHCARE, INC. CMN 26,318 26,318
    MORGAN STANLEY 183,380 183,380
    N V R INC CMN 193,959 193,959
    NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) 34,279 34,279
    NEW RELIC, INC. CMN 8,773 8,773
    NEW RESIDENTIAL INVESTMENT REIT 317,700 317,700
    NITORI HOLDINGS CO., LTD. ADR CMN 13,550 13,550
    NOVARTIS A G SPONSORED ADR 279,415 279,415
    NOVOZYMES AS UNSPONSORED ADR CMN 14,926 14,926
    ODP CORP/THE CMN 22,565 22,565
    OIL STATES INTERNATIONAL, INC. CMN 8,164 8,164
    ONESPAN, INC. CMN 15,733 15,733
    ORACLE CORP COM 805,480 805,480
    ORASURE TECHNOLOGIES, INC. CMN 8,923 8,923
    ORGANON & CO CMN 6,748 6,748
    ORMAT TECHNOLOGIES, INC. CMN 18,982 18,982
    OSI SYSTEMS INC CMN 14,230 14,230
    P.T. TELEKOMUNIKASI INDONESIA ADS ( 1 ADS --> 40 ORD SHS) 15,855 15,855
    PAE INC CMN 2,643 2,643
    PATTERSON COMPANIES INC CMN 11,032 11,032
    PATTERSON-UTI ENERGY, INC. ORD CMN REG OFFER 23054738 3,628 3,628
    PFIZER INC. CMN 72,681 72,681
    PIMCO INCOME FUND INSTITUTIONAL FUND 3,513,520 3,513,520
    PIMCO INVMT GRADE CREDIT BD FD INST 1,681,413 1,681,413
    PING AN INS GRP CO OF CHINA SPONSORED ADR CMN 18,000 18,000
    PRIVATE EQUITY MANAGERS (2016) OFFSHORE SCSP (C) 1,110,988 1,110,988
    QUALCOMM INC CMN 84,615 84,615
    QUANTUM CORPORATION CMN 16,970 16,970
    RADWARE LTD. CMN 5,079 5,079
    RAMBUS INC CMN 32,032 32,032
    RAYTHEON TECHNOLOGIES CORP COM 495,651 495,651
    RESIDEO TECHNOLOGIES INC. CMN 48,090 48,090
    RIBBON COMMUNICATIONS INC CMN 11,255 11,255
    RIO TINTO PLC SPONSORED ADR 36,073 36,073
    ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184 42,469 42,469
    RYDER SYSTEM INC CMN 7,061 7,061
    SAP SE (SPON ADR) 43,262 43,262
    SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS 39,745 39,745
    SEAWORLD ENTERTAINMENT, INC. CMN 11,236 11,236
    SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 135,753 135,753
    SGS SA ADR CMN 12,752 12,752
    SHELL PLC SPONSORED ADR CMN SERIES B 19,454 19,454
    SHIONOGI & CO., LTD. UNSPONSORED ADR CMN 18,101 18,101
    SIMON PROPERTY GROUP INC CMN 157,489 157,489
    SONOVA HOLDING AG (THE) UNSPONSORED ADR CMN 31,111 31,111
    SPDR S&P 500ETF TRUST 10,124,047 10,124,047
    SPIRIT AEROSYSTEMS HOLDINGS INC CMN 11,186 11,186
    STARBUCKS CORP. CMN 14,871 14,871
    STARWOOD PROPERTY TRUST REIT 1,136,066 1,136,066
    STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND K CLASS 1,267,930 1,267,930
    STERICYCLE, INC. CMN 28,620 28,620
    STRATASYS LTD CMN 20,093 20,093
    SYMRISE AG UNSPONSORED ADR CMN 26,336 26,336
    SYSMEX CORPORATION ADR CMN 27,766 27,766
    T ROWE PRICE INTERNATIONAL DISCOVERY FUND 2,090,253 2,090,253
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 57,725 57,725
    TARGET CORPORATION CMN 236,180 236,180
    TCF FINANCIAL CORP MINN 5 5
    TCW EMERGING MKTS INCOME CL I 528,710 528,710
    TELEDYNE TECHNOLOGIES INC CMN 14,240 14,240
    TEMPUR SEALY INTERNATIONAL INC CMN 23,671 23,671
    TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN ADD ADR REL 19358779 38,653 38,653
    TEXAS CAPITAL BANCSHARES, INC. CMN 24,761 24,761
    THE HOME DEPOT, INC. CMN 113,206 113,206
    TRAVELERS COMPANIES INC COM STK NPV 479,072 479,072
    TREEHOUSE FOODS, INC. CMN 17,452 17,452
    TWIN DISC INCORPORATED CMN 2,960 2,960
    TWO HARBORS INVESTMENT REIT 151,200 151,200
    UNICHARM CORP. SPONSORED ADR CMN 28,268 28,268
    UNILEVER PLC (NEW) SPONSORED ADR CMN 22,230 22,230
    UNILEVER PLC SPON 409,500 409,500
    UNISYS CORPORATION CMN 39,686 39,686
    VALMONT INDUSTRIES INC CMN 12,774 12,774
    VANGUARD FTSE ALL WORLD EX US IND INV 1,324,227 1,324,227
    VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF 216,574 216,574
    VANGUARD GLOBAL EX-US REAL ESTATE INDEX FD ETF 466,880 466,880
    VANGUARD INDEX FDS VANGUARD 18,488,267 18,488,267
    VANGUARD INDEX FDS VANGUARD 931,388 931,388
    VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 627,561 627,561
    VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 1,466,370 1,466,370
    VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 457,368 457,368
    VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 10,935,310 10,935,310
    VANGUARD REAL ESTATE ETF EAI: $24859.20 EY: 3.96% 814,320 814,320
    VANGUARD REIT INDEX FUND CMN 252,134 252,134
    VANGUARD SMALL CAP VALUE ETF 599,127 599,127
    VAREX IMAGING CORPORATION CMN 8,877 8,877
    VEECO INSTRUMENTS INC CMN 32,502 32,502
    VERINT SYSTEMS INC CMN 23,932 23,932
    VIASAT, INC CMN 19,637 19,637
    VIAVI SOLUTIONS, INC. CMN 19,991 19,991
    VINTAGE VII OFFSHORE SCSP 835,372 835,372
    VINTAGE VIII OFFSHORE SCSP (C) 762,072 762,072
    VISTRA CORP CMN 17,381 17,381
    VONAGE HOLDINGS CORP. CMN 6,528 6,528
    WALGREENS BOOTS ALLIANCE, INC. CMN 51,347 51,347
    WALT DISNEY COMPANY (THE) CMN 44,294 44,294
    WELBILT INC CMN 15,372 15,372
    WISDOMTREE TR EUROPE HEDGED EQ 83,875 83,875
    XPERI HOLDING COR CMN 35,028 35,028
    YANDEX N.V. CMN 13,725 13,725

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE CORE EQUITY PARTNERS FMV 7,220,189 7,220,189
    BLACKSTONE REAL ESTATE PARTNERS ASIA II FEEDER FMV 3,576,193 3,576,193
    HARBOURVEST PARTNERS FMV 5,193,356 5,193,356
    HARBOURVEST PARTNERS V FMV 3,692,378 3,692,378
    HIGHFIELDS CAPITAL FMV 35,432 35,432
    INVESTMENT IN BLACKSTONE CAPITAL PARTNERS ASIA (BCP ASIA) FMV 6,319,047 6,319,047
    INVESTMENT IN BLACKSTONE LIFE SCIENCES FMV 740,047 740,047
    INVESTMENT IN BLACKSTONE REAL ESTATE PARTNERS IX FMV 1,691,224 1,691,224
    INVESTMENT IN BOND CAPITAL FUND FMV 1,407,110 1,407,110
    INVESTMENT IN M33 GROWTH II PARTNERS LP FMV 235,033 235,033
    INVESTMENT IN M33 GROWTH PARTNERS FMV 1,240,019 1,240,019
    INVESTMENT IN POMONA VII FMV 2,258,576 2,258,576
    MPM BIOVENTURES FMV 2,500,746 2,500,746
    POMONA FMV 4,844,480 4,844,480
    INVESTMENT IN BLACKSTONE CAPITAL PARTNERS VIII (BCP VIII) FMV 928,854 928,854
    INVESTMENT IN MPM ONCOLOGY IMPACT FUND FMV 189,337 189,337
    INVESTMENT IN BOND II LP FMV 374,202 374,202

    TY 2020 LandEtcSchedule2
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    CHAIR, CONSOLE, TABLE, MIRROR 2,327 1,320 1,007  
    CABINETS 738 112 626  
    SINK AND FAUCET 633 95 538  
    DEMO, PAINT, INSTALL 6,760 1,024 5,736  
    CARPET 2,062 313 1,749  
    ROLLER SHADES 2,024 303 1,721  
    LIGHTING INSTALL 720 102 618  
    HANGING LIGHTS, COAT HANGER, MIRROR 810 117 693  
    WHITEBOARD 3,536 2,533 1,003  


    TY 2020 OtherAssetsSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST 26,532 25,323 25,323
    SECURITY DEPOSITS 3,930 3,930 3,930


    TY 2020 OtherExpensesSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 731 0   731
    OTHER INESTMENT EXPENSES 3,832 3,832   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HARBOURVEST PARTNERS CO-INVESTMENT FUND IV LP   1,268  
    M33 GROWTH I LP   -11,512  
    BLACKSTONE CORE EQUITY PARTNERS -, LP   -9,990  
    HIGHFIELDS CAPITAL IV LP   -39,776  
    MPM BIOVENTURES 2018, LP   -57,818  
    HARBOURVEST PARTNERS CO-INVESTMENT FUND AIV IV LP   111,872  
    BLACKSTONE CORE EQUITY PARTNERS (CAYMAN)   -13,367  
    BOND CAPITAL FUND   -15,094  
    M33 GROWTH II LP   -17,555  
    BLACKSTONE REAL ESTATE PARTNERS IX (LUX) (AV-LH-1)   -805  
    BLACKSTONE REAL ESTATE PARTNERS IX (LUX) (AV-LH-2)   -2,960  
    BLACKSTONE REAL ESTATE PARTNERS IX (LUX) (AV-LH-3)   -919  
    BLACKSTONE REAL ESTATE PARTNERS IX (LUX) (AV-LH-4)   -5,048  
    BLACKSTONE REAL ESTATE PARTNERS IX (LUX) (AV-LH-5)   -95  
    BLACKSTONE REAL ESTATE PARTNERS IX.F (AV MH 1)   -227  
    BLACKSTONE REAL ESTATE PARTNERS IX.F (AV MH 2)   2,892  
    BLACKSTONE REAL ESTATE PARTNERS IX.F (AV MH 3/4)   1,252  
    BLACKSTONE REAL ESTATE PARTNERS IX.F (AV MH 5)   -37  
    BREP IX CAYMAN FEEDER   -7,007  
    BLACKSTONE CAPITAL PARTNERS (CYM) VIII AIV   -4  
    BLACKSTONE LIFE SCIENCES V LP   -6,064  
    BLACKSTONE REAL ESTATE PARTNERS IX.F LP   19,603  
    VINTAGE VII AVV OFFSHORE   768  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Description Amount
    UNREALIZED GAIN IN VALUE OF ASSETS 51,012,157


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES - INVESTMENTS 98,295 248,322   0


    TY 2020 TaxesSchedule
    Name:
    THE SUNSHINE CHARITABLE FOUNDATION
    EIN:
    47-4535502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 16,128 16,128   0
    EXCISE TAXES 91,000 0   0