Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PETER H AND E LUCILLE GAASS KUYPER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)617 FRANKLIN PLACE SUITE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PELLA, IA50219
A Employer identification number

23-7068402
B Telephone number (see instructions)

(641) 621-3834
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$13,451,624
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 44 44  
4 Dividends and interest from securities... 243,334 243,334  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 784,545
b Gross sales price for all assets on line 6a 7,065,801
7 Capital gain net income (from Part IV, line 2)... 784,545
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)....... 21,392 14,400  
12 Total. Add lines 1 through 11........ 1,049,315 1,042,323  
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)......... 1,355 0   0
b Accounting fees (attach schedule)....... 4,508 2,254   0
c Other professional fees (attach schedule).... 98,398 98,038   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 24,087 8,860   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 128,348 109,152   0
25 Contributions, gifts, grants paid....... 640,780 888,280
26 Total expenses and disbursements. Add lines 24 and 25 769,128 109,152   888,280
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 280,187
b Net investment income (if negative, enter -0-) 933,171
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............. 5,638 4,178 4,178
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,377 -11,850 -11,850
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,452,370 Click to see attachment10,169,935 10,169,935
c Investments—corporate bonds (attach schedule)....... 2,844,782 Click to see attachment2,667,665 2,667,665
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 165,521 Click to see attachment621,696 621,696
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,470,688 13,451,624 13,451,624
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 560,500 313,000
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)......... 560,500 313,000
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........... 11,910,188 13,138,624
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,910,188 13,138,624
30 Total liabilities and net assets/fund balances (see instructions). 12,470,688 13,451,624
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
11,910,188
2
Enter amount from Part I, line 27a .....................
2
280,187
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
950,549
4
Add lines 1, 2, and 3 ..........................
4
13,140,924
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,300
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,138,624
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 32,972.496 SHARES INVESCO CONSERVATIVE INC STOCK P 2020-05-29 2020-10-02
b 4 SHARES ACADIA PHARMACEUTICALS INC STOCK P 2020-03-23 2020-11-24
c 201 SHARES AIMMUNE THERAPEUTICS INC STOCK P 2020-06-09 2020-10-07
d 39 SHARES AMICUS THERAPEUTICS INC STOCK P 2020-10-08 2020-11-24
e 211 SHARES CARDTRONICS PLC CLASS A STOCK P 2020-09-25 2020-12-31
19 SHARES CRITEO SA STOCK P 2019-10-29 2020-08-13
24 SHARES DAVE & BUSTERS ENTMT INC STOCK P 2019-06-12 2020-04-29
40 SHARES ETSY INC STOCK P 2019-10-31 2020-10-27
18 SHARES FATE THERAPEUTICS INC STOCK P 2020-09-18 2020-11-24
122 SHARES IMMUNOMEDICS STOCK P 2020-04-02 2020-10-20
34 SHARES IOVANCE BIOTHERAPEUTICS INC STOCK P 2020-01-16 2020-11-24
59 SHARES KARYOPHARM THERAPEUTICS INC STOCK P 2020-03-12 2020-11-24
28 SHARES KINIKSA PHARMACEUTICALS CLAS A STOCK P 2020-10-06 2020-11-24
56 SHARES K12 INC STOCK P 2020-04-09 2020-11-24
9 SHARES QUALYS INC STOCK P 2020-04-01 2020-11-24
37 SHARES RADWARE LTD STOCK P 2020-02-25 2020-11-24
24 SHARES SOLARWINDS CORP STOCK P 2020-03-06 2020-11-24
23 SHARES ZOGENIX INC STOCK P 2020-02-20 2020-11-24
84 SHARES ACI WORLDWIDE INC STOCK P 2015-07-23 2020-11-24
54 SHARES AERIE PHARMACEUTICALS INC STOCK P 2015-09-23 2020-11-24
AIMMUNE THERAPEUTICS INC STOCK P 2019-09-26 2020-10-05
49 SHARES AKEBIA THERAPEUTICS INC STOCK P 2015-07-23 2020-11-24
24 SHARES ARMSTRONG WORLD INDS INC STOCK P 2019-05-10 2020-11-24
34 SHARES BANK OZK STOCK P 2016-07-19 2020-11-24
36 SHARES BJS RESTUARANTS INC STOCK P 2018-02-20 2020-03-24
79 SHARES BOINGO WIRELESS INC STOCK P 2015-07-23 2020-11-24
380 SHARES CALAMP CORP STOCK P 2017-05-03 2020-04-21
85 SHARES CENTRY CASINOS INC STOCK P 2015-07-23 2020-11-24
158 SHARES CEVA INC STOCK P 2015-07-23 2020-12-09
240 SHARES CHEESE CAKE FACTORY INC STOCK P 2017-05-03 2020-05-28
134 SHARES CIMPRESS PLC STOCK P 2017-05-03 2020-05-18
40 SHARES COLLEGIUM PHARMACUETICAL INC STOCK P 2017-10-05 2020-11-24
74 SHARES CORNERSTONE ONDEMAND INC STOCK P 2019-10-28 2020-12-14
604 SHARES CRITEO ADR STOCK P 2019-06-13 2020-08-11
440 SHARES CYPRESS SEMICONDUCTOR STOCK P 2018-09-27 2020-04-07
521 SHARES DAVE & BUSTERS ENTMT STOCK P 2018-05-03 2020-04-29
85 SHARES ECHO GLOBAL LOGISTICS INC P 2015-07-23 2020-11-24
111 SHARES EMERGENG BIOSOLUTIONS INC STOCK P 2016-12-09 2020-11-24
124 SHARES ETSY INC STOCK P 2019-11-11 2020-12-31
17 SHARES EURONET WORLDWIDE STOCK P 2019-01-09 2020-11-24
8 SHARES FED AGRIC MTG NON VTG STOCK P 2018-06-29 2020-11-24
15 SHARES FRANKLIN COVEY CO STOCK P 2015-07-23 2020-11-24
19 SHARES GLOBAL BLOOD THERAPEUTICS STOCK P 2019-06-26 2020-11-24
5 SHARES GRAND CANYON ED INC STOCK P 2017-03-28 2020-11-24
27 SHARES IAA INC STOCK P 2019-10-29 2020-11-24
446 SHARES IMMUNOMEDICS STOCK P 2019-06-20 2020-10-19
30 SHARES INGEVITY CORP STOCK P 2017-07-27 2020-11-24
19 SHARES INSMED INC STOCK P 2018-03-01 2020-11-24
9 SHARES ITURAN LOCATION AND CTRL LTD STOCK P 2015-07-23 2020-11-24
87 SHARES J2 GLOBAL INC STOCK P 2015-07-23 2020-12-11
21 SHARES LIGAND PHARMACEUTICALS STOCK P 2015-07-23 2020-11-24
32 SHARES MASONITE INTL STOCK P 2016-10-10 2020-11-24
23 SHARES MAXIMUS INC STOCK P 2016-03-04 2020-11-24
21 SHARES MEDIFAST INC STOCK P 2015-07-23 2020-11-24
269 SHARES MIX TELEMATICS STOCK P 2017-05-03 2020-04-16
48 SHARES MISC INDL DIRECT STOCK P 2017-07-13 2020-11-24
167 SHARES MYRIAD GENETIC STOCK P 2019-01-07 2020-03-12
29 SHARES NEKTAR THERAPEUTICS STOCK P 2015-07-23 2020-11-24
71 SHARES ON SEMICONDUCTOR CORP STOCK P 2015-07-23 2020-11-24
51 SHARES OPTINOSE INC STOCK P 2018-06-07 2020-11-24
21 SHARES PACIRA BIOSCIENCES STOCK P 2015-07-23 2020-11-24
60 SHARES PGT INC STOCK P 2019-03-29 2020-11-24
25 SHARES POINTS INTL LTD STOCK P 2015-07-23 2020-11-24
54 SHARES POOL CORP STOCK P 2015-07-23 2020-11-24
73 SHARES PREMIER INC STOCK P 2017-11-10 2020-11-24
51 SHARES PRESTIGE CONSMR HEALTHCARE INC P 2018-09-26 2020-11-24
19 SHARES PUMA BIOTECHNOLOGY INC STOCK P 2017-11-16 2020-11-24
22 SHARES REATA PHARMACEUTICALS CL STOCK P 2019-02-14 2020-11-24
39 SHARES REVANCE THERAPEUCTICS INC STOCK P 2019-05-24 2020-11-24
83 SHARES SEMTECH CORP STOCK P 2017-10-26 2020-11-24
99 SHARES SHTTERSTOCK INC STOCK P 2016-03-04 2020-11-24
17 SHARES STRATEGIC ED INC STOCK P 2017-02-28 2020-11-24
42 SHARES SUPERNUS PHARACEUTICLS INC STOCK P 2015-10-02 2020-11-24
109 SHARES TRADE DESK INC CLASS A STOCK P 2018-02-13 2020-08-18
7 SHARES VAIL RESORTS STOCK P 2015-07-23 2020-11-24
30 SHARES WILLDAN GRP INC STOCK P 2018-05-16 2020-11-24
77 SHARES WIX COM STOCK P 2018-02-02 2020-11-24
45 SHARES WNS HOLDINGS LIMITED STOCK P 2015-07-23 2020-11-24
37 SHARES WORLD WRESLTING ENTMT STOCK P 2019-08-14 2020-11-24
18 SHARES XPO LOGISTICS INC STOCK P 2018-12-13 2020-11-24
57 SHARES AXOS FINL INC STOCK P 2018-09-01 2020-11-24
131 SHARES BIO TND STOCK P 2015-07-23 2020-12-04
23 SHARES LCI INDS STOCK P 2015-07-23 2020-11-24
10 SHARES CADENCE BANCORPORATION STOCK P 2019-08-13 2020-01-30
1 SHARE CATALENT INC STOCK P 2019-08-13 2020-07-17
613 SHARES MATADOR RES STOCK P 2019-06-03 2020-03-23
15 SHARES WELBILT INC STOCK P 2019-08-13 2020-06-12
21 SHARES ADVANCED ENERGY IND STOCK P 2016-03-02 2020-05-18
415 SHARES AMERICAN EQ INVT LIFE HLDG STOCK P 2016-03-02 2020-11-20
8 SHARES CABOT MICROELECTRONIC CORP STOCK P 2015-07-23 2020-05-18
624 SHARES CADENCE BANCORPORATION STOCK P 2018-07-19 2020-01-30
82 SHARES CATALENT INC STOCK P 2016-10-05 2020-10-21
8 SHARES COHERENT INC STOCK P 2016-03-02 2020-05-18
93 SHARES DARLING INGREDIENTS INC STOCK P 2019-08-13 2020-10-21
122 SHARES EATON VANCE CORP P 2015-07-23 2020-10-21
221 SHARES EMERGENT BIOSOLUTIONS INC STOCK P 2019-05-10 2020-07-17
216 SHARES ENTERGRIS INC STOCK P 2015-07-23 2020-12-31
74 SHARES FORMFACTOR INC STOCK P 2018-06-22 2020-05-18
72 SHARES MONOLITHIC PWR SYSTEMS INC STOCK P 2015-07-23 2020-12-02
416 SHARES OIL STATES INTL INC STOCK P 2017-05-12 2020-03-23
.5 SHARES STIFEL FINANCIAL CORPORATION STOCK P 2019-08-13 2020-12-17
18 SHARES TELEDYNE TECH INC STOCK P 2015-07-23 2020-07-17
585 SHARES TRIUMPH GROUP INC STOCK P 2018-11-08 2020-06-12
558 SHARES WELBIT INC STOCK P 2018-01-16 2020-06-12
28 SHARES ABBVIE INC STOCK P 2020-02-14 2020-04-20
1,245 SHARES AMCOR PLC STOCK P 2020-02-26 2020-03-16
46 SHARES AMGEN INC STOCK P 2019-10-08 2020-01-27
160 SHARES BP PLC STOCK P 2020-02-14 2020-05-18
106 SHARES COCA COLOA STOCK P 2020-03-16 2020-09-24
22 SHARES DOMINION ENERGY INC STOCK P 2020-02-18 2020-09-21
21 SHARES DUKE ENERGY CORP STOCK P 2020-02-18 2020-03-03
360 SHARES GILEAD SCIENCE STOCK P 2019-08-29 2020-05-18
54 SHARES GLAXOSMITHKLINE PLC STOCK P 2020-02-18 2020-02-21
255 SHARES INVESCO LTD STOCK P 2020-02-14 2020-04-23
2 SHARES KIMBERLY CLARK CO STOCK P 2020-02-14 2020-04-30
184 SHARES LYONDELLBESELL NV STOCK P 2020-02-14 2020-03-13
7 SHARES OCCIDENTAL PETROLEUM CORP STOCK P 2019-11-20 2020-02-26
186 SHARES PFIZER INC STOCK P 2019-06-27 2020-05-08
6 SHARES PNC FINL SVCS GRP STOCK P 2020-02-14 2020-02-18
72 SHARES PPL CORPORATION STOCK P 2020-02-14 2020-06-22
12 SHARES REALTY INCOME CORP STOCK P 2020-02-18 2020-02-26
355 SHARES ROYAL DUTCH SHELL PCK STOCK P 2020-02-26  
22 SHARES SOUTHERN CO STOCK P 2020-02-14 2020-02-18
144 SHARES UNITED PARCEL SER STOCK P 2020-04-20 2020-10-22
18 SAHARES VENTAS INC STOCK P 2020-02-14 2020-03-19
131 SHARES VERIZON COMMUNICATIONS STOCK P 2020-02-21 2020-04-24
39.829 SHARES VIATRIS INC STOCK P 2020-10-23 2020-11-20
75 SHARES WELLTOWER INC STOCK P 2020-02-18 2020-05-07
116 SHARES ABBVIE INC STOCK P 2018-12-03 2020-08-12
299 SHARES ALTRIA GROUP INC STOCK P 2020-02-14 2020-04-20
861 SHARES BP PLC STOCK P 2017-09-18 2020-08-25
352 SHARES COCA COLA CO STOCK P 2017-04-28 2020-11-18
184 SHARES COMINOIN ENERGY INC STOCK P 2018-11-16 2020-09-24
87 SHARES DUKE ENERGY CORPORATION STOCK P 2019-04-16 2020-09-30
790 SHARES GLAXOSMITHKLINE PLC STOCK P 2018-12-04 2020-11-18
317 SHARES INVESCO LTD STOCK P 2018-12-04 2020-04-23
77 SHARES KIMBERLY CLARK CORP STOCK P 2019-01-14 2020-05-04
77 SHARES NATIONAL GRID PLC STOCK P 2016-03-02 2020-03-03
333 SHARES OCCIDENTAL PETROLEUM CORP STOCK P 2020-02-14 2020-02-26
54 SHARES PNC FINL SVCS GP STOCK P 2018-12-03 2020-02-18
270 SHARES PPL CORPORATION STOCK P 2016-03-02 2020-06-29
138 SHARES REALTY INCOME CORP STOCK P 2018-12-04 2020-02-26
55 SHARES SOUTHERN CO STOCK P 2018-12-04 2020-02-18
132 SHARES UNITED PARCEL SER INC STOCK P 2019-01-14 2020-10-02
363 SHARES VENTAS INC STOCK P 2020-02-26 2020-03-19
80.279 SHARES VIATRIS INC STOCK P 2019-10-07 2020-11-20
256 SHARES WELLTOWER INC STOCK P 2018-01-17 2020-05-12
5,599.998 SHARES MATTHEWS ASIA DIVIDEND FUND P 2019-12-02 2020-12-09
44,859.351 SHARES VIRTUS VONTOBEL EMGR MKT FUND P 2016-04-06 2020-12-09
117 SHARES DIAGEO PLC SPON STOCK P 2020-04-15 2020-09-14
138 SHARES ESSEX PROPERTY TRUST STOCK P 2020-04-13 2020-07-29
53 SHARES ESTEE LAUDER CO STOCK P 2019-11-05 2020-04-09
88 SHARES FRANCO-NEVADA CORP STOCK P 2020-08-27 2020-12-22
438 SHARES HDFC BANK LTD STOCK P 2019-12-02 2020-10-26
247 SHARES IPG PHOTONICS CORP P 2019-11-20 2020-03-06
150 SHARES JPMORGAN CHASE & CO STOCK P 2020-03-19 2020-09-24
225 SHARS LENNAR CORPORATION STOCK P 2019-04-24 2020-02-21
48 SHARES LULULEMON ATHLETICA INC STOCK P 2020-02-10 2020-05-13
69 SHARS LVMH MOET HENNESSY LOUIS VUITT STOCK P 2019-12-09 2020-10-14
5 SHARES MASTERCARD INC CL A STOCK P 2020-03-20 2020-12-03
57 SHARES MC DONALDS CORP STOCK P 2019-12-13 2020-03-26
28 SHARES MICROSOFT CORP STOCK P 2019-09-18 2020-04-28
9 SHARES NEXTERA ENERGY INC STOCK P 2019-04-15 2020-02-03
40 SHARES STARBUCKS CORP STOCK P 2020-03-19 2020-06-11
513 SHARES STORE CAPITAL CORPORATION P 2019-06-13 2020-05-04
45 SHARES SVB FNC GRP STOCK P 2019-12-04 2020-04-15
66 SHARES TENCENT HLDGS LTD STOCK P 2020-05-07 2020-07-10
38 SHARES UNITED RENTALS INC STOCK P 2020-11-06 2020-12-17
331 SHARES VANGUARD FTSE EUROPE STOCK P 2019-05-29 2020-03-19
246 SHARES WASTE MGMT INC STOCK P 2020-04-15 2020-08-17
63 SHARES ALIBABA GROUP HLDG LTD STOCK P 2018-11-26 2020-02-12
369 SHARES DIAGEO PLC SPON STOCK P 2018-02-20 2020-09-14
51 SHARES ESTEE LAUDER CO INC STOCK P 2018-12-13 2020-11-24
99 SHARES GDFC BANK LTD STOCK P 2019-10-28 2020-10-30
259 SHARES JPMORGAN CHASE & CO STOCK P 2016-11-07 2020-09-24
521 SHARES LENNAR CORPORATION STOCK P 2019-04-03 2020-12-21
85 SHARES LVMH MOET HENNESSY LOUIS VUITTON STOCK P 2019-05-03 2020-10-15
49 SHARES MASTERCARD INC CL A STOCK P 2017-05-15 2020-12-09
117 SHARES MICROSOFT CORP STOCK P 2019-01-14 2020-12-29
42 SHARES NEXTERA ENERGY INC STOCK P 2019-03-11 2020-04-09
544 SHARES STARBUCKS CORP STOCK P 2018-08-23 2020-06-11
17 SHARES SVB FNCL CORP STOCK P 2019-02-25 2020-11-12
76 SHARES TAIWAN SMCNDCTR MFG STOCK P 2019-01-24 2020-02-12
71 SHARES TENCENT HLDGS LTD STOCK P 2016-03-02 2020-02-12
622 SHARS VANGUARD FTSE EUROPE STOCK P 2019-01-22 2020-04-27
1,442 SHARES ACCOR S A SPONS STOCK P 2020-02-11 2020-02-12
15 SHARES ACS ACTIV DE CONSTRUCT STOCK P 2020-02-06 2020-02-12
424 SHARES ADECCO GROUP AG STOCK P 2020-02-11 2020-02-12
1 SHARE AERCAP HOLDINGS STOCK P 2020-02-07 2020-02-12
1,030 SHARES ANGLO AMERN PLC SPONS STOCK P 2020-02-10 2020-02-12
57 SHARES ASML HOLDING NV STOCK P 2019-05-31 2020-02-12
1 SHARE AXA ADS STOCK P 2020-02-06 2020-02-12
551 SHARES CAPGEMINI S E UNSPON STOCK P 2020-02-11 2020-02-12
1 SHARE CARLSBERG STOCK P 2020-02-06 2020-02-12
1,591 SHARES COMPAGNIE DE ST GOBAIN STOCK P 2020-02-07 2020-02-12
368 SHARES DANONE SPONS STOCK P 2020-02-11 2020-02-12
179 SHARES HITACHI 10 COM NEW STOCK P 2019-05-31 2020-02-12
46 SHARES HSBC HODLINGS PLC STOCK P 2019-11-06 2020-02-05
887 SHARES JAPAN AIRLS LTD STOCK P 2020-02-11 2020-02-12
11 SHARES JULIUS BAER GROUP LTD STOCK P 2020-02-07 2020-02-12
214 SHARES LLOYDS BANKING GROUP PLC STOCK P 2019-08-01 2020-02-12
73 SHARES MURATA MANUFACTURING CO STOCK P 2020-02-10 2020-02-12
33 SHARES NORDEA BANK ABP STOCK P 2019-08-01 2020-02-12
235 SHARES NUTREN LTD STOCK P 2019-06-20 2020-02-12
1,456 SHARES PROSUS NV SPONS STOCK P 2020-02-10 2020-02-12
1,015 SHARES ROLLS ROYCE HOLDINGS PLC STOCK P 2020-02-07 2020-02-12
28 SHARES ROYAL DUTCH SHELL PLC STOCK P 2020-02-10 2020-02-12
449 SHARES RWE AG SPONS STOCK P 2019-07-31 2020-02-12
255 SHARES SANDS CHINA LTDT UNSPON STOCK P 2019-11-11 2020-02-12
202 SHARES SANOFI ADR STOCK P 2019-12-13 2020-02-12
625 SHARES SIEMENS HEATHINEERS AG ADR STOCK P 2020-02-11 2020-02-12
1 SHARE SMITH & NEPHEW PLC STOCK P 2020-02-11 2020-02-12
1,732 SHARES ACS ACTIV DE CONSTRUC Y STOCK P 2016-12-15 2020-02-12
220 SHARES AERCAP HOLDIGNS NV STOCK P 2016-03-03 2020-02-12
380 SHARES AIRBUS SE UNSPONS STOCK P 2016-10-17 2020-02-12
504 SHARES AXA ADS STOCK P 2016-10-12 2020-02-12
546 SHARES BAE SYS PLC SPONS ADR STOCK P 2017-10-06 2020-02-12
523 SHARES CARLSBERG AS STOCK P 2016-03-02 2020-02-12
762 SHARES DANONE SPONS STOCK P 2018-10-01 2020-02-12
885 SHARES DEUTSCHE BOERSE AG UNSPON STOCK P 2017-10-17 2020-02-12
403 SHARES DUETSCHE POST AG SPONS STOCK P 2020-02-07 2020-02-12
185 SHARES ROYAL DSM NV SPONS STOCK P 2019-06-03 2020-01-16
781 SHARES DNB ASA SPONS STOCK P 2016-10-18 2020-02-12
1,146 SHARES E.ON SE STOCK P 2016-10-10 2020-02-12
926 SHARES ENGIE SPONS ADR STOCK P 2016-12-06 2020-02-12
174 SHARES ESSILORLUXOTTICA ADR STOCK P 2017-02-02 2020-01-29
763 SHARES FANUC CORPORATION STOCK P 2018-08-10 2020-02-12
299 SHARES HSBC HOLDINGS PLCS TOCK P 2016-03-02 2020-02-12
836 SHARES INDUSTRIA DE DISENO TEXTIL STOCK P 2018-08-29 2020-02-12
1,502 SHARES JULIUS BAER GROUP STOCK P 2016-10-10 2020-02-12
3,949 SHARES LLOYDS BANKIN GROUP STOCK P 2020-02-11 2020-02-12
874 SHARES MURATA MANUFACTURING CO LTD STOCK P 2018-11-13 2020-02-12
1,624 SHARES NORDEA BANK ABP SPONS STOCK P 2019-04-04 2020-02-12
112 SHARES NXP SEMICONDUCTORS STOCK P 2018-12-27 2020-02-12
693 SHARES OTSUKA HOLDINGS CO STOCK P 2016-03-02 2020-02-12
833 SHARES REPSOL SA SPON STOCK P 2020-02-10 2020-02-12
406 SHARES ROCHE HOLDINGS ADR STOCK P 2016-12-16 2020-02-12
459 SHARES ROYAL DSM NV SPONS STOCK P 2016-03-02 2020-02-12
196 SHARES ROYAL DUTCH SHELL PLC STOCK P 2016-03-02 2020-02-12
151 SHARES SAP AG STOCK P 2018-11-13 2020-02-12
293 SHARES SMITH & NEPHEW PLC STOCK P 2016-03-02 2020-02-12
480 SHARES ABB LTD STOCK P 2019-11-07 2020-02-12
140 SHARES AIR LIQUIDE ADR STOCK P 2019-12-20 2020-02-12
3,359 SHARES ALSTOM ADR STOCK P 2020-09-18 2020-12-17
443.878 SHARES BANCO SANTANDER STOCK P 2020-12-14 2020-12-14
339 SHARES BEIERSDORF AG UNSPONS STOCK P 2019-12-20 2020-02-12
236 SHARES BNP PARIBAS SP ADR STOCK P 2019-12-19 2020-02-12
157 SHARES COMPASS GROUP PLC STOCK P 2020-03-26 2020-09-18
1,251 SHARES ENEL SOCIETA PER AZIONI ADR STOCK P 2020-03-06 2020-11-24
808 SHARES ENGIE SPONS STOCK P 2020-02-21 2020-11-24
160 SHARES HITACHI 10 COM NEW STOCK P 2020-02-10 2020-11-24
631 SHARES KAO CORP STOCK P 2019-10-10 2020-02-12
28 SHARES KNOWW BREMSE AG STOCK P 2019-12-19 2020-11-24
44 SHARES LINDE PLC STOCK P 2020-10-22 2020-12-04
4,640 SHARES LLOYDS BANKING GROUP STOCK P 2020-01-06 2020-03-04
184 SHARES LONZA GROUP AG ZUERICH STOCK P 2019-06-12 2020-02-12
65 SHARES MAKITA CORPORATED LTD STOCK P 2020-01-07 2020-02-12
763 SHARES MOWI ADA ADR STOCK P 2019-11-18 2020-03-31
52 SHARES NEXON CO LTD STOCK P 2020-05-22 2020-11-24
253 SHARES NINTENDO CO LTD STOCK P 2019-12-17 2020-02-12
37 SHARES NOVARTIXS AG ADR STOCK P 2020-03-09 2020-09-01
199 SHARES ROCHE HOLDINGS ADR STOCK P 2020-03-13 2020-06-04
244 SHARES ROYAL DSM NV SPONS STOCK P 2019-11-18 2020-02-12
11 SHARES RYANAIR HLDGS PLC STOCK P 2020-11-10 2020-11-24
5 SHARES RYOHIN KEIKAKU CO LTD STOCK P 2020-10-22 2020-11-24
55 SHARES SANDVIK AB SPONS STOCK P 2020-09-18 2020-11-24
312 SHARES SANOFI ADR STOCK P 2019-12-17 2020-02-12
61 SHARES SHIMANO INC STOCK P 2020-11-06 2020-11-24
380 SHARES SHIN ETSU CEM CO LTD STOCK P 2019-07-01 2020-03-02
19 SHARES SUZUKI MTR CORP STOCK P 2019-03-01 2020-02-12
1,111 SHARES TESCO PLC SPONS STOCK P 2020-03-06 2020-11-24
116 SHARES VESTAS WIND SYSTEMS ADS STOCK P 2019-12-19 2020-02-14
189 SHARES VIVENDI SA UNSPON STOCK P 2020-10-22 2020-11-24
66 SHARES ABB LTD STOCK P 2019-07-01 2020-11-24
125 SHARES ACCENTURE PLC IRELAND STOCK P 2016-11-11 2020-11-24
305 SHARES AIA GROUP LTD SPONS STOCK P 2018-09-24 2020-11-24
118 SHARES ALCON INC STOCK P 2018-11-21 2020-06-01
12 SHARES AON PLC STOCK P 2016-03-02 2020-11-24
68 SHARES AON PLC STOCK P 2016-03-02 2020-02-12
2,597 SHARES ASSA ABLOY AB UNSP STOCK P 2016-03-02 2020-09-10
64 SHARES BEIERSDORF AG UNSPONS STOCK P 2019-10-16 2020-11-24
145 SHARES BHP GROUP LIMITED STOCK P 2016-03-02 2020-11-24
51 SHARES BNP PARIBAS SP ADR STOCK P 2019-11-20 2020-11-24
65 SHARES CANADIAN NATL RAILWAY CO STOCK P 2016-07-25 2020-02-12
310 SHARES CARLSBERG AS STOCK P 2016-03-02 2020-11-24
751 SHARES COMPASS GROPU PLC STOCK P 2016-03-02 2020-09-18
449 SHARES DAIWA HOUSE IND LTD STOCK P 2016-03-02 2020-04-03
231 SHARES DBS GROUP HOLDINGS LTD STOCK P 2017-01-27 2020-11-24
73 SHARES EQUINOR ASA STOCK P 2017-11-10 2020-11-24
939 SHARES FERGUSON PLC STOCK P 2016-03-02 2020-11-24
400 SHARES GENMAB A S ADR STOCK P 2018-02-28 2020-06-02
597 SHARES INFORMA PLC STOCK P 2016-03-02 2020-12-04
436 SHARES KAO CORP STOCK P 2017-07-21 2020-07-08
1,030 SHARES KOMATSU LTD SPON STOCK P 2019-01-15 2020-02-07
131 SHARES LONZA GROUP AG ZUERICH ADR STOCK P 2019-04-10 2020-11-24
156 SHARES MAKITA CORPORATION LTD STOCK P 2016-03-02 2020-11-24
286 SHARES MEDTRONIC PLC STOCK P 2017-03-02 2020-11-24
127 SHARES NINTENDO CO LTD STOCK P 2020-02-10 2020-11-24
1,844 SHARES NORDEA BANK ABP SPON STOCK P 2018-08-31 2020-11-24
325 SHARES NOVARTIX AG ADR STOCK P 2016-03-02 2020-11-27
776 SHARES PRUDENTIAL PLC STOCK P 2016-03-02 2020-11-24
1,372 SHARES RED ELECTRICA CORPORATION STOCK P 2017-03-28 2020-01-09
666 SHARES RELX PLC SPONS STOCK P 2018-11-14 2020-11-24
37 SHARES ROYAL DSM NV SPONS STOCK P 2019-05-13 2020-11-24
753 SHARES ROYAL DUTCH SHELL PLC STOCK P 2016-03-08 2020-02-03
129 SHARES RYANAIR HOLDINGS STOCK P 2020-02-28 2020-06-05
412 SHARES RYOHIN KEIKAKU CO LTD STOCK P 2016-03-02 2020-11-24
515 SHARES SAFRAN SA STOCK P 2018-02-14 2020-11-24
757 SHARES SAMP PYJ UNSPON ADR STOCK P 2016-03-02 2020-11-24
53 SHARES SANOFI ADR STOCK P 2019-03-20 2020-11-24
458 SHARES SAP AG STOCK P 2016-07-22 2020-11-24
38 SHARES SHIN ETSU CHEM CO LTD STOCK P 2019-07-01 2020-11-24
2,181 SHARES SUMITOMO MITSUI FINL GROUP STOCK P 2016-03-02 2020-11-24
393 SHARES SUNCOR ENERGY INC STOCK P 2016-11-18 2020-11-24
22 SHARES SUZUKI MTR CORP STOCK P 2019-01-10 2020-11-24
578 SHARES TELENOR ASA STOCK P 2016-03-02 2020-11-24
6 SHARES TESCO PLC SPONS STOCK P 2019-10-21 2020-11-24
196 SHARES UNILEVER PLC STOCK P 2016-03-02 2020-11-24
21 SHARES VESTAS WIND SYSTEMS ADS STOCK P 2019-10-09 2020-11-24
294 SHARES VINCI SA ADR STOCK P 2016-03-02 2020-11-24
659 SHARES VIVENDI SA UNSPONS ADR STOCK P 2018-09-21 2020-11-30
836 SHARES VOLKSWAGEN AG RP PRF STOCK P 2018-11-05 2020-11-24
261 SHARES WOLTERS KLUWER NV SPON STOCK P 2016-03-02 2020-11-24
APPLE INC BOND P 2019-12-23 2020-02-07
CITIGROUP INC BOND P 2019-05-23 2020-04-27
PHILIP MORRIS INT BOND P 2019-06-03 2020-02-21
BOSTON PROP LP BOND P 2017-10-18 2020-04-29
CAPITAL ONE FINANCIAL BOND P 2019-05-23 2020-06-23
CHEVRON CORP BOND P 2017-12-01 2020-11-17
CITIGROUP INC BOND P 2017-09-20 2020-04-27
INTEL CORP BOND P 2016-03-30 2020-07-29
JOHN DEERE CORP BOND P 2016-04-08 2020-03-10
NBCUNIVERSAL MEDI BOND P 2016-04-05 2020-09-10
NUCOR CORP BOND P 2019-05-08 2020-06-04
PROLOGIS LP BOND P 2017-09-20 2020-09-08
RAYTHEON CO BOND P 2017-10-17 2020-05-26
SHELL INTERNATIONAL BOND P 2017-11-27 2020-11-10
TOYOTA MOTOR CREDIT BOND P 2016-03-31 2020-03-12
WASTE MANAGEMENT BOND P 2017-08-09 2020-06-30
24 SHARES CATERPILLAR INC STOCK P 2020-04-07 2020-07-16
89 SHARES COGNIZANT TECH SOLUTIONS STOCK P 2020-05-06 2020-09-17
555 SHARES CONAGRA BRANDS INC STOCK P 2019-09-13 2020-05-05
55 SHARES CONOCOPHILLIPS STOCK P 2020-01-09 2020-02-12
66 SHARES DOLLAR TREE INC STOCK P 2020-01-09 2020-02-12
55 SHARES DUPONT DE NEMOURS INC STOCK P 2019-04-17 2020-02-12
474 SHARES HALLIBURTON CO STOCK P 2020-01-09 2020-03-13
39 SHARES INTEL CORP STOCK P 2019-01-18 2020-01-09
848 SHARES MARATHON OIL CO STOCK P 2020-01-09 2020-04-07
331 SHARES OCCIDENTAL PETROLEUM CORP STOCK P 2020-01-09 2020-04-22
255 SHARES PFIZER INC STOCK P 2020-07-16  
22 SHARES WALT DISNEY CO HLDG STOCK P 2020-04-07 2020-05-26
489 SHARES ABBOTT LABORATORIES STOCK P 2016-10-31 2020-10-09
140 SHARES ALLSTATE CORP STOCK P 2019-01-18 2020-02-12
303 SHARES AMER INTL GP INC STOCK P 2018-05-08 2020-02-12
283 SHARES ARCHER DANIELS MIDLAND STOCK P 2019-01-18 2020-09-17
388 SHARES AT&T INC STOCK P 2017-08-07 2020-02-12
789 SHARES BANK OF NEW YORK MELLON STOCK P 2020-12-01 2020-12-11
60 SHARES BROADCOM INC STOCK P 2019-01-29 2020-09-17
196 SHARES CARDINAL HEALTH INC STOCK P 2017-08-07 2020-05-26
51 SHARES CIGNA CORP STOCK P 2019-01-03 2020-02-12
192 SHARES CISCO SYS INC STOCK P 2017-08-07 2020-05-26
49 SHARES CONOCOPHILLIPS STOCK P 2017-08-07 2020-02-12
13 SHARES CVS HEATLH CORP STOCK P 2016-10-31 2020-02-12
108 SHARES DOLLAR TREE INC STOCK P 2017-09-11 2020-07-16
210 SHARES EDISON INTERNATIONAL STOCK P 2017-08-07 2020-02-12
204 SHARES EQUITY RESIDENTIAL STOCK P 2017-01-20 2020-03-13
1,186 SHARES HALLIBURTON CO STOCK P 2018-12-13 2020-03-13
316 SHARES INTEL CORP STOCK P 2017-08-07 2020-05-26
123 SHARES JOHNSON & JOHNSON STOCK P 2017-05-03 2020-05-05
189 SHARES LOWES COMPANIES STOCK P 2017-02-15 2020-09-17
2,152 SHARES MARATHON OIL STOCK P 2017-09-06 2020-04-07
400 SHARES MARSH & MCLENNAN COS STOCK P 2016-10-31 2020-11-25
199 SHARES MERCK & CO STOCK P 2016-10-31 2020-03-13
334 SHARES MONDELEZ INTL INC STOCK P 2017-08-07 2020-03-13
53 SHARES NORTHROP GRUMMAN STOCK P 2018-12-31 2020-05-26
561 SHARES OCCIDENTAL PETROLEUM CORP STOCK P 2018-03-08 2020-04-22
242 SHARES ORACLE CORP STOCK P 2017-05-03 2020-05-26
853 SHARES PFIZER INC STOCK P 2017-08-07 2020-12-30
67 SHARES RAYTHEON CO STOCK P 2019-01-17 2020-02-12
.194 SHARES RAYTHEON TECHNOLOGIES CORP STOCK P 2016-08-25 2020-04-03
189 SHARES TRUIST FINAL CORP STOCK P 2019-01-18 2020-02-12
238 SHARES VERIZON COMMUNICATIONS STOCK P 2017-02-15 2020-03-13
.716 SHARES VIATRIS INC STOCK P 2016-10-31 2020-11-17
367 SHARES WASTE MGMT INC STOCK P 2017-02-15 2020-04-07
14,911.73 SHARES INVESCO CONSERVATIVE INC STOCK P 2019-11-14 2020-03-06
CS CI CALL INDXS BOND P 2020-04-03 2020-10-08
CS CI CALL INDXS BOND P 2020-03-11 2020-09-16
18 SHARES ALPHABET INC CL C STOCK P 2020-02-14 2020-02-24
1 SHARES AMAZON INC STOCK P 2020-08-26 2020-11-24
42 SHARES ATLASSIAN CORP PLC STOCK P 2020-02-14 2020-10-12
91 SHARES CARVANA CO CL A STOCK P 2020-02-14 2020-12-28
272 SHARES CHEWY INC CL A STOCK P 2020-02-14 2020-12-28
293 SHARES CLOUDFLARE INC STOCK P 2020-10-12 2020-12-28
76 SHARES COVETRUS INC STOCK P 2020-02-14 2020-08-12
261 SHARES DATADOG INC CL A STOCK P 2020-09-03 2020-11-11
81 SHARES DEXCOM INC STOCK P 2020-03-26 2020-10-29
47 SHARES FACEBOOK INC STOCK P 2020-02-14 2020-02-24
290 SHARES FARFTCH LTD STOCK P 2020-02-18 2020-09-25
68 SHARES FASTLY INC STOCK P 2020-10-07 2020-12-04
29 SHARES ILLUMINA INC STOCK P 2020-06-04 2020-09-22
55 SHARES INTUITIVE SURGICAL INC STOCK P 2020-09-22 2020-11-24
159 SHARES LIVONGO HEALTH INC STOCK P 2020-07-29 2020-11-04
29 SHARES MERCADOLIBRE INC STOCK P 2020-02-14 2020-03-23
58 SHARES MONGODB INC CL A STOCK P 2020-03-18 2020-12-23
8 SHARES OKTRA INC CL A STOCK P 2020-02-14 2020-12-23
1236 SHARES ROKU INC STOCK P 2020-03-17 2020-06-03
91 SHARES SERVICENOW INC STOCK P 2019-06-26 2020-05-14
6 SHARES SHOPIFY INC STOCK P 2020-12-01 2020-12-23
1,073 SHARES SLACK TECHNOLOGIES INC STOCK P 2020-03-19 2020-12-02
149 SHARES SNAP INC STOCK P 2020-10-27 2020-11-24
16 SHARES SNOWFLAKE INC STOCK P 2020-10-29 2020-11-24
156 SHARES SQUARE INC STOCK P 2020-02-27 2020-12-28
30.784 SHARES TELADOC HEALTH INC STOCK P 2020-07-29 2020-11-09
37 SHARES TRADE DESK INC STOCK P 2020-02-14 2020-12-28
48 SHARES TWILIO INC STOCK P 2020-02-14 2020-11-24
177 SHARES TWITTER INC STOCK P 2020-10-15 2020-11-24
113 SHARES UBER TECHNOLOGIES INC STOCK P 2019-07-19 2020-02-27
24 SHARES UNITY SOFTWARE INC STOCK P 2020-10-27 2020-12-09
22 SHARES VEEVA SYS INC STOCK P 2020-12-01 2020-12-21
140 SHARES WORKDAY INC STOCK P 2020-02-14 2020-03-23
88 SHARES ZILLOW GROUP INC STOCK P 2020-09-03 2020-10-15
57 SHARES ZOOM VIDEO COMMUNICATIONS STOCK P 2020-03-17 2020-09-29
102 SHARES 10X GENOMICS INC STOCK P 2020-05-14 2020-12-21
43 SHARES ATLASSIAN CORP STOCK P 2019-06-26 2020-10-12
33 SHARES CARVANA CO STOCK P 2019-12-09 2020-12-28
121 SHARES CHEWY INC STOCK P 2019-12-20 2020-12-28
53 SHARES COUPA SOFTWARE INC STOCK P 2019-10-21 2020-11-24
112 SHARES COVETRUS INC STOCK P 2019-06-26 2020-08-12
333 SHARES FARFETCH INC STOCK P 2019-08-13 2020-09-23
60 SHARES GUARDANT HEALTH INC STOCK P 2019-07-19 2020-12-28
18 SHARES ILLUMINA INC STOCK P 2020-02-14 2020-09-22
6 SHARES INTUITIVE SURGICAL INC STOCK P 2019-06-26 2020-11-24
66 SHARES MODERNA INC STOCK P 2019-07-19 2020-07-23
44 SHARES MONGODB INC STOCK P 2019-09-30 2020-10-20
126 SHARES OKTA INC STOCK P 2019-10-21 2020-12-23
28 SHARES SHOPIFY INC STOCK P 2019-12-23 2020-12-28
482 SHARES SLACK TECHNOLOGY INC STOCK P 2019-09-25 2020-12-02
36 SHARES SPOTIFY TECHNOLOGY INC STOCK P 2019-06-26 2020-11-24
85 SHARES SQUARE INC CLASS A STOCK P 2019-11-14 2020-12-01
44 SHARES TRADE DESK INC STOCK P 2019-10-25 2020-12-28
113 SHARES TWILIO INC STOCK P 2019-09-20 2020-10-20
190 SHARES UBER TECHNOLOGY INC STOCK P 2020-02-14 2020-11-24
41 SHARES VEEVA SYS INC STOCK P 2019-06-26 2020-12-21
43 SHARES WAYFAIR INC STOCK P 2019-12-09 2020-12-23
41 SHARES ZOOM VIDEO COMMUNICATIONS STOCK P 2019-10-28 2020-12-23
44 SHARES ACCENTRUE PLC STOCK P 2020-02-14 2020-11-24
191 SHARES AIA GROUP LTD STOCK P 2020-02-14 2020-02-18
66 SHARES AKZO NOBEL NV STOCK P 2020-09-02 2020-11-24
33 SHARES ALCON INC STOCK P 2020-02-18 2020-11-24
14 SHARES ASHTEAD GROUP STOCK P 2020-02-18 2020-11-24
175 SHARES ASSA ABLOY AB STOCK P 2020-02-14 2020-11-24
316 SHARES BASF SE STOCK P 2020-02-14 2020-10-27
73 SHARES BROOKFIELD ASSET MGNT CL A STOCK P 2020-02-14 2020-11-24
83 SHARES CAMECO CORP STOCK P 2020-02-12 2020-11-24
16 SHARES CARNIVAL CP STOCK P 2020-02-12 2020-11-24
46 SHARES CLOSE BROS GROUP PLC STOCK P 2020-02-12 2020-11-24
42 SHARES COCO COLA EUROPEAN PARTNERS STOCK P 2020-02-18 2020-11-24
97 SHARES COMPASS GROUP PLC STOCK P 2020-02-12 2020-11-24
15 SHARES CREDICORP LTD STOCK P 2020-10-29 2020-11-24
50 SHARES DASSAULT SYSTEMS STOCK P 2020-02-12 2020-11-24
63 SHARES DBS GROUP HOLDINGS LTD STOCK P 2020-02-14 2020-11-24
97 SHARES ERSTE GROUP BANK AG STOCK P 2020-02-12 2020-11-24
418 SHARES EXPERIAN GP STOCK P 2000-10-29 2020-11-24
107 SHARS FANUC CORPORATION STOCK P 2020-10-28 2020-11-24
45 SHARES HEINEKEN NV STOCK P 2020-02-14 2020-11-24
244 SHARES ING GROEP NV STOCK P 2020-02-12 2020-11-24
134 SHARES KDDI CORP STOCK P 2020-02-12 2020-11-24
21 SHARES KUBATO CP STOCK P 2020-02-12 2020-11-24
23 SHARES LVMH MOET HENNESSY LOUIS VUITTON STOCK P 2020-10-28 2020-11-24
34 SHARES INTERNATIONAL INC STOCK P 2020-02-12 2020-11-24
40 SHARES MARUICO LTD STOCK P 2020-02-14 2020-11-24
82 SHARES MICHELIN COMPAGNIE STOCK P 2020-10-30 2020-11-24
495 SHARES NIDEC CORP STOCK P 2020-10-28 2020-11-24
18 SHARES NOVARTIS AG STOCK P 2020-02-12 2020-11-24
244 SHARES ORIX CORP STOCK P 2020-09-02 2020-10-28
84 SHARES OTSUKA HOLDINGS LTD STOCK P 2020-04-20 2020-11-24
373 SHARES RECKITT BENCKISER PLC STOCK P 2020-10-28 2020-11-24
59 SHARES RENTOKIL GROUP PLC STOCK P 2020-10-28 2020-11-24
66 SHARES SAFRAN SA STOCK P 2020-02-12 2020-11-24
4,381 SHARES SHINSEI BANK LTD STOCK P 2020-02-18 2020-04-21
38 SHARES SONY CORP STOCK P 2020-10-28 2020-11-24
339 SHARES SYMRISE AG UNSPON STOCK P 2020-10-29 2020-11-24
1,231 SHARES TORAY INDS STOCK P 2020-02-18 2020-04-21
37 SHARES TOTAL S A STOCK P 2020-02-12 2020-11-24
116 SHARES UBS GROUP STOCK P 2020-02-12 2020-11-24
38 SHRES UNILEVER NV STOCK P 2020-02-14 2020-01-14
54 SHARES AIA GROUP STOCK P 2020-02-14 2020-11-24
1,106 SHARES BASF SE SP STOCK P 2020-02-14 2020-10-27
US TREASURY BOND 912796SH3 P 2019-10-03 2020-01-03
US TREASURY BOND 912796SH3 P 2019-10-03 2020-01-13
US TREASURY BOND 912796SH3 P 2019-10-03 2020-03-09
US TREASURY BOND 912796SH3 P 2019-10-04 2020-01-03
US TREASURY BOND 912796SH3 P 2019-10-04 2020-03-09
US TREASURY BOND 912796SH3 P 2019-10-04 2020-03-09
QUAL TDR BOND P 2016-03-30 2020-08-14
GS CI WO NDXS BOND P 2018-07-02 2020-01-07
CAPITAL GAINS DIVIDENDS P    
(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 331,000   330,458 542
b 216   139 77
c 6,917   3,469 3,448
d 874   574 300
e 7,000   4,229 2,771
257   390 -133
370   974 -604
5,816   1,811 4,005
999   665 334
10,694   1,667 9,027
1,265   808 457
896   1,035 -139
478   478 0
1,264   1,272 -8
825   753 72
946   880 66
535   420 115
489   706 -217
2,723   2,001 722
675   1,318 -643
8,833   5,914 2,919
150   1,224 -1,074
1,904   2,096 -192
1,005   1,341 -336
372   1,355 -983
1,067   794 273
1,889   6,900 -5,011
562   560 2
5,802   2,764 3,038
4,812   14,089 -9,277
8,436   11,068 -2,632
771   465 306
3,235   4,214 -979
7,548   18,900 -11,352
10,233   6,161 4,072
6,258   25,328 -19,070
2,114   2,796 -682
7,489   3,551 3,938
19,916   5,377 14,539
2,291   1,751 540
565   739 -174
341   281 60
831   1,047 -216
438   349 89
1,595   1,024 571
32,785   7,324 25,461
2,158   1,742 416
753   448 305
152   225 -73
7,998   6,070 1,928
1,819   1,819 0
3,223   2,003 1,220
1,691   1,168 523
4,046   652 3,394
2,375   1,821 554
3,749   3,591 158
3,260   5,033 -1,773
485   369 116
2,014   751 1,263
225   1,136 -911
1,340   1,312 28
1,161   828 333
294   246 48
13,095   3,822 9,273
2,554   2,181 373
1,871   1,871 0
208   1,760 -1,552
3,689   1,873 1,816
911   462 449
4,919   3,204 1,715
6,599   3,698 2,901
1,573   1,342 231
890   755 135
39,071   5,108 33,963
2,016   775 1,241
1,164   808 356
17,084   4,695 12,389
3,143   1,366 1,777
1,546   2,463 -917
1,907   780 1,127
2,004   1,661 343
11,593   7,134 4,459
3,077   1,333 1,744
161   156 5
85   57 28
1,218   10,239 -9,021
94   239 -145
1,269   649 620
10,956   10,428 528
1,017   342 675
10,040   17,635 -7,595
7,271   2,129 5,142
1,112   680 432
4,151   1,723 2,428
6,634   4,772 1,862
22,916   10,183 12,733
18,219   2,886 15,333
1,762   1,042 720
20,136   3,920 16,216
780   12,292 -11,512
25   18 7
5,851   1,904 3,947
6,045   12,099 -6,054
3,480   12,382 -8,902
2,330   2,639 -309
7,999   13,390 -5,391
10,479   9,025 1,454
3,772   6,068 -2,296
4,908   5,313 -405
1,707   1,916 -209
2,045   2,131 -86
28,876   23,806 5,070
2,316   2,362 -46
1,885   5,117 -3,232
277   290 -13
8,067   15,938 -7,871
266   346 -80
6,327   8,154 -1,827
905   905 0
1,897   2,519 -622
967   931 36
6,912   19,530 -12,618
1,525   1,514 11
24,880   14,799 10,081
349   1,064 -715
7,056   7,747 -691
690   637 53
3,141   6,688 -3,547
10,510   10,856 -346
12,388   17,839 -5,451
19,262   33,886 -14,624
17,746   15,410 2,336
14,137   13,721 416
7,916   7,661 255
29,631   31,725 -2,094
2,344   8,078 -5,734
10,553   8,768 1,785
5,017   5,457 -440
12,252   22,083 -9,831
8,140   7,342 798
7,010   9,575 -2,565
11,118   7,895 3,223
3,813   2,611 1,202
21,095   14,101 6,994
6,710   21,538 -14,828
1,390   1,364 26
10,591   16,977 -6,386
121,976   98,063 23,913
583,770   425,754 158,016
16,517   17,270 -753
30,038   36,911 -6,873
9,553   9,881 -328
11,493   13,177 -1,684
22,856   27,146 -4,290
32,844   34,775 -1,931
15,726   15,283 443
15,604   11,852 3,752
10,756   11,979 -1,223
6,440   6,144 296
1,689   1,139 550
9,993   11,434 -1,441
4,926   3,855 1,071
2,402   1,715 687
2,994   2,369 625
13,938   18,598 -4,660
9,221   11,028 -1,807
4,634   3,492 1,142
4,910   6,209 -1,299
17,296   17,680 -384
25,934   26,653 -719
14,208   11,411 2,797
50,170   51,749 -1,579
12,848   7,521 5,327
5,758   6,084 -326
25,890   20,588 5,302
39,352   26,491 12,861
8,054   6,783 1,271
16,204   5,843 10,361
22,970   12,199 10,771
10,160   7,890 2,270
42,837   30,885 11,952
4,735   4,239 496
4,517   2,854 1,663
3,790   1,354 2,436
27,097   31,896 -4,799
12,149   12,401 -252
103   99 4
12,785   13,112 -327
60   58 2
14,145   13,292 853
17,502   10,759 6,743
27   27 0
14,057   13,195 862
29   29 0
12,362   13,266 -904
5,900   6,006 -106
13,680   12,114 1,566
1,701   1,769 -68
12,570   13,750 -1,180
113   107 6
634   535 99
1,097   816 281
291   207 84
10,326   12,872 -2,546
22,570   21,065 1,505
9,276   12,325 -3,049
1,481   1,732 -251
15,628   12,296 3,332
12,675   12,953 -278
10,035   10,185 -150
14,148   12,973 1,175
48   48 0
11,648   9,344 2,304
13,201   8,401 4,800
14,266   5,527 8,739
13,723   11,560 2,163
18,123   17,766 357
15,478   9,132 6,346
12,184   12,060 124
14,620   9,787 4,833
14,535   15,435 -900
5,624   5,297 327
14,210   10,930 3,280
13,347   8,593 4,754
15,867   13,594 2,273
13,226   10,177 3,049
14,404   15,074 -670
11,239   9,555 1,684
14,429   13,033 1,396
14,959   12,562 2,397
11,706   14,083 -2,377
13,034   10,836 2,198
13,673   17,536 -3,863
15,185   7,991 7,194
15,718   12,837 2,881
11,646   16,467 -4,821
17,667   12,396 5,271
14,450   5,776 8,674
10,335   9,172 1,163
20,767   16,674 4,093
14,230   9,746 4,484
11,859   10,039 1,820
4,226   3,950 276
5,289   4,104 1,185
1,294   1,054 240
7,753   8,008 -255
6,874   6,777 97
2,579   2,246 333
11,252   11,094 158
13,555   12,570 985
12,402   12,622 -220
9,790   9,590 200
896   705 191
10,881   6,816 4,065
12,098   15,331 -3,233
7,892   6,223 1,669
2,561   2,364 197
13,544   18,846 -5,302
1,411   1,110 301
11,706   12,313 -607
3,211   3,061 150
8,577   7,567 1,010
7,808   7,242 566
1,165   1,130 35
111   109 2
1,262   1,162 100
15,767   15,550 217
1,437   1,449 -12
11,317   9,236 2,081
3,449   3,923 -474
10,897   10,755 142
3,895   3,390 505
5,242   5,323 -81
1,770   1,336 434
27,395   15,226 12,169
12,954   10,579 2,375
7,465   5,511 1,954
2,506   1,162 1,344
15,709   6,583 9,126
28,394   24,477 3,917
1,431   1,502 -71
7,688   3,640 4,048
1,328   1,436 -108
6,149   4,118 2,031
9,152   5,412 3,740
14,788   14,067 721
13,078   12,801 277
16,184   12,435 3,749
1,205   1,322 -117
9,322   5,273 4,049
10,892   8,167 2,725
10,559   11,962 -1,403
6,859   5,564 1,295
22,319   19,116 3,203
7,104   4,131 2,973
6,533   4,757 1,776
29,529   24,235 5,294
8,207   6,285 1,922
14,971   23,457 -8,486
30,948   22,536 8,412
26,331   25,102 1,229
13,101   13,491 -390
17,445   14,590 2,855
1,504   1,026 478
39,473   37,882 1,591
11,032   11,784 -752
7,152   8,599 -1,447
20,436   14,525 5,911
16,379   17,297 -918
2,643   2,403 240
58,689   40,617 18,072
1,462   903 559
15,443   12,628 2,815
10,827   14,277 -3,450
4,255   4,636 -381
10,125   9,983 142
54   58 -4
11,808   8,475 3,333
1,330   540 790
8,320   5,017 3,303
19,002   17,267 1,735
15,661   14,870 791
19,296   9,868 9,428
85,000   85,000 0
24,899   24,257 642
57,000   57,000 0
35,772   35,418 354
64,269   63,844 425
44,000   44,000 0
40,460   39,492 968
31,000   31,000 0
32,000   32,000 0
32,821   31,482 1,339
65,017   62,640 2,377
44,453   41,922 2,531
36,161   35,189 972
36,000   36,000 0
32,000   32,000 0
27,000   27,000 0
3,336   3,019 317
5,823   5,127 696
17,843   16,717 1,126
3,290   3,561 -271
5,878   5,975 -97
2,941   4,798 -1,857
3,121   10,863 -7,742
2,307   1,911 396
3,736   11,277 -7,541
4,272   14,974 -10,702
9,536   9,403 133
2,679   2,257 422
47,812   20,414 27,398
16,905   12,012 4,893
16,522   16,067 455
13,196   12,512 684
14,901   15,246 -345
32,137   35,554 -3,417
19,615   16,125 3,490
11,495   14,758 -3,263
11,213   9,552 1,661
9,243   6,285 2,958
2,931   2,251 680
8,286   9,895 -1,609
9,638   9,180 458
16,293   15,870 423
16,575   12,960 3,615
12,413   46,293 -33,880
20,739   11,549 9,190
18,533   15,619 2,914
24,539   14,680 9,859
10,684   28,467 -17,783
45,782   27,758 18,024
16,112   12,114 3,998
18,883   15,040 3,843
19,218   13,327 5,891
12,367   37,864 -25,497
13,264   11,240 2,024
31,755   27,166 4,589
15,277   10,553 4,724
12   11 1
10,343   9,121 1,222
13,242   11,534 1,708
13   10 3
38,154   24,996 13,158
150,000   149,720 280
75,000   75,000 0
75,000   75,000 0
25,797   23,295 2,502
3,127   3,442 -315
8,199   6,303 1,896
21,776   8,228 13,548
18,890   9,246 9,644
24,160   15,732 8,428
1,775   968 807
21,392   17,539 3,853
29,197   25,358 3,839
9,507   9,226 281
6,851   3,886 2,965
5,837   7,348 -1,511
7,606   9,417 -1,811
35,732   35,470 262
14,128   12,694 1,434
15,865   19,183 -3,318
15,832   8,906 6,926
2,129   1,095 1,034
14,274   14,919 -645
33,590   28,363 5,227
6,118   4,837 1,281
45,773   26,466 19,307
6,481   6,161 320
4,524   4,280 244
35,541   13,392 22,149
5,706   5,800 -94
26,209   19,528 6,681
14,351   7,853 6,498
7,585   7,814 -229
3,567   3,567 0
3,749   2,389 1,360
5,850   6,154 -304
16,619   27,855 -11,236
8,198   4,591 3,607
27,432   5,338 22,094
15,054   7,695 7,359
8,394   5,509 2,885
8,932   2,936 5,996
6,911   3,853 3,058
16,411   6,876 9,535
2,616   2,545 71
8,581   5,972 2,609
7,680   4,893 2,787
4,776   6,744 -1,968
4,357   3,088 1,269
5,417   914 4,503
10,789   6,640 4,149
29,314   13,987 15,327
30,394   8,831 21,563
17,970   17,107 863
9,747   5,130 4,617
17,202   5,923 11,279
38,514   9,372 29,142
32,766   14,929 17,837
9,750   9,053 697
10,897   6,396 4,501
11,065   5,990 5,075
16,934   2,662 14,272
10,631   9,341 1,290
7,837   7,840 -3
2,285   2,162 123
2,090   2,072 18
2,433   1,985 448
2,165   2,157 8
4,686   5,328 -642
3,117   3,293 -176
853   782 71
320   583 -263
1,746   1,789 -43
1,862   2,310 -448
1,791   2,443 -652
2,168   1,714 454
9,380   8,482 898
4,655   4,613 42
1,391   1,896 -505
15,444   15,415 29
2,629   1,960 669
2,404   2,530 -126
2,486   2,836 -350
1,936   2,091 -155
2,220   1,703 517
2,709   2,145 564
2,154   1,790 364
1,544   1,795 -251
2,150   1,759 391
11,194   8,347 2,847
1,585   1,778 -193
14,580   21,392 -6,812
1,783   1,646 137
6,335   6,311 24
1,923   1,942 -19
2,422   2,647 -225
10,072   14,080 -4,008
3,439   2,728 711
11,168   9,081 2,087
10,733   15,767 -5,034
1,690   1,843 -153
1,704   1,542 162
2,192   2,267 -75
2,478   2,311 167
16,901   24,304 -7,403
105,000   105,000 0
20,000   20,000 0
7,000   7,000 0
116,000   116,000 0
65,000   65,000 0
50,000   50,000 0
65,965   63,531 2,434
75,000   75,000 0
1,255     1,255
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       542
b       77
c       3,448
d       300
e       2,771
      -133
      -604
      4,005
      334
      9,027
      457
      -139
      0
      -8
      72
      66
      115
      -217
      722
      -643
      2,919
      -1,074
      -192
      -336
      -983
      273
      -5,011
      2
      3,038
      -9,277
      -2,632
      306
      -979
      -11,352
      4,072
      -19,070
      -682
      3,938
      14,539
      540
      -174
      60
      -216
      89
      571
      25,461
      416
      305
      -73
      1,928
      0
      1,220
      523
      3,394
      554
      158
      -1,773
      116
      1,263
      -911
      28
      333
      48
      9,273
      373
      0
      -1,552
      1,816
      449
      1,715
      2,901
      231
      135
      33,963
      1,241
      356
      12,389
      1,777
      -917
      1,127
      343
      4,459
      1,744
      5
      28
      -9,021
      -145
      620
      528
      675
      -7,595
      5,142
      432
      2,428
      1,862
      12,733
      15,333
      720
      16,216
      -11,512
      7
      3,947
      -6,054
      -8,902
      -309
      -5,391
      1,454
      -2,296
      -405
      -209
      -86
      5,070
      -46
      -3,232
      -13
      -7,871
      -80
      -1,827
      0
      -622
      36
      -12,618
      11
      10,081
      -715
      -691
      53
      -3,547
      -346
      -5,451
      -14,624
      2,336
      416
      255
      -2,094
      -5,734
      1,785
      -440
      -9,831
      798
      -2,565
      3,223
      1,202
      6,994
      -14,828
      26
      -6,386
      23,913
      158,016
      -753
      -6,873
      -328
      -1,684
      -4,290
      -1,931
      443
      3,752
      -1,223
      296
      550
      -1,441
      1,071
      687
      625
      -4,660
      -1,807
      1,142
      -1,299
      -384
      -719
      2,797
      -1,579
      5,327
      -326
      5,302
      12,861
      1,271
      10,361
      10,771
      2,270
      11,952
      496
      1,663
      2,436
      -4,799
      -252
      4
      -327
      2
      853
      6,743
      0
      862
      0
      -904
      -106
      1,566
      -68
      -1,180
      6
      99
      281
      84
      -2,546
      1,505
      -3,049
      -251
      3,332
      -278
      -150
      1,175
      0
      2,304
      4,800
      8,739
      2,163
      357
      6,346
      124
      4,833
      -900
      327
      3,280
      4,754
      2,273
      3,049
      -670
      1,684
      1,396
      2,397
      -2,377
      2,198
      -3,863
      7,194
      2,881
      -4,821
      5,271
      8,674
      1,163
      4,093
      4,484
      1,820
      276
      1,185
      240
      -255
      97
      333
      158
      985
      -220
      200
      191
      4,065
      -3,233
      1,669
      197
      -5,302
      301
      -607
      150
      1,010
      566
      35
      2
      100
      217
      -12
      2,081
      -474
      142
      505
      -81
      434
      12,169
      2,375
      1,954
      1,344
      9,126
      3,917
      -71
      4,048
      -108
      2,031
      3,740
      721
      277
      3,749
      -117
      4,049
      2,725
      -1,403
      1,295
      3,203
      2,973
      1,776
      5,294
      1,922
      -8,486
      8,412
      1,229
      -390
      2,855
      478
      1,591
      -752
      -1,447
      5,911
      -918
      240
      18,072
      559
      2,815
      -3,450
      -381
      142
      -4
      3,333
      790
      3,303
      1,735
      791
      9,428
      0
      642
      0
      354
      425
      0
      968
      0
      0
      1,339
      2,377
      2,531
      972
      0
      0
      0
      317
      696
      1,126
      -271
      -97
      -1,857
      -7,742
      396
      -7,541
      -10,702
      133
      422
      27,398
      4,893
      455
      684
      -345
      -3,417
      3,490
      -3,263
      1,661
      2,958
      680
      -1,609
      458
      423
      3,615
      -33,880
      9,190
      2,914
      9,859
      -17,783
      18,024
      3,998
      3,843
      5,891
      -25,497
      2,024
      4,589
      4,724
      1
      1,222
      1,708
      3
      13,158
      280
      0
      0
      2,502
      -315
      1,896
      13,548
      9,644
      8,428
      807
      3,853
      3,839
      281
      2,965
      -1,511
      -1,811
      262
      1,434
      -3,318
      6,926
      1,034
      -645
      5,227
      1,281
      19,307
      320
      244
      22,149
      -94
      6,681
      6,498
      -229
      0
      1,360
      -304
      -11,236
      3,607
      22,094
      7,359
      2,885
      5,996
      3,058
      9,535
      71
      2,609
      2,787
      -1,968
      1,269
      4,503
      4,149
      15,327
      21,563
      863
      4,617
      11,279
      29,142
      17,837
      697
      4,501
      5,075
      14,272
      1,290
      -3
      123
      18
      448
      8
      -642
      -176
      71
      -263
      -43
      -448
      -652
      454
      898
      42
      -505
      29
      669
      -126
      -350
      -155
      517
      564
      364
      -251
      391
      2,847
      -193
      -6,812
      137
      24
      -19
      -225
      -4,008
      711
      2,087
      -5,034
      -153
      162
      -75
      167
      -7,403
      0
      0
      0
      0
      0
      0
      2,434
      0
      1,255
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 2 784,545
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 12,971
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 12,971
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 12,971
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,377
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,377
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,406
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,406 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
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)
    bulletIA
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.KUYPERFOUNDATION.ORG
    14
    The books are in care ofbulletKATHY SCHIPPER Telephone no.bullet (641) 621-3834

    Located atbullet617 FRANKLIN PLACE SUITE 200PELLAIA ZIP+4bullet50219
    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
     
    No
    .........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). Click to see attachment
    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
    MARY F GRIFFITH PRESIDENT
    0.10
    0 0 0
    3148 UPPER CATTLE CREEK ROAD
    CARBONDALE,CO81623
    CHARLES FARVER VICE PRESIDENT
    0.10
    0 0 0
    617 FRANKLIN PLACE SUITE 200
    PELLA,IA50219
    PETER C KUYPER VICE PRESIDENT
    0.10
    0 0 0
    11115 WEST HIGHWAY 24 SUITE 2A
    DIVIDE,CO80814
    KAREN FARVER DIRECTOR
    0.10
    0 0 0
    617 FRANKLIN PLACE SUITE 200
    PELLA,IA50219
    JAMES W GRIFFITH JR DIRECTOR
    0.10
    0 0 0
    3148 UPPER CATTLE CREEK ROAD
    CARBONDALE,CO81623
    JACQUELINE KUYPER DIRECTOR
    0.10
    0 0 0
    11115 WEST HIGHWAY 24 SUITE 2A
    DIVIDE,CO80814
    ADAM FARVER DIRECTOR
    0.10
    0 0 0
    165 FOREST ST
    DENVER,CO80220
    MELISSA FARVER DIRECTOR
    0.10
    0 0 0
    165 FOREST ST
    DENVER,CO80220
    CHARLES JACOB FARVER DIRECTOR
    0.10
    0 0 0
    4317 FOREST LANE NW
    WASHINGTON,DC20007
    CLAIRE FARVER DIRECTOR
    0.10
    0 0 0
    4317 FOREST LANE NW
    WASHINGTON,DC20007
    BENJAMIN FARVER DIRECTOR
    0.10
    0 0 0
    61656 ROWALLAN COURT
    BEND,OR97703
    MEAGHAN FARVER DIRECTOR
    0.10
    0 0 0
    61656 ROWALLAN COURT
    BEND,OR97703
    JAMES W GRIFFITH III DIRECTOR
    0.10
    0 0 0
    8435 COUNTY ROAD 113
    CARBONDALE,CO81623
    AMY G CHARTERS DIRECTOR
    0.10
    0 0 0
    270 BRISTLECONE DRIVE
    CARBONDALE,CO81623
    JOHN CHARTERS DIRECTOR
    0.10
    0 0 0
    270 BRISTLECONE DRIVE
    CARBONDALE,CO81623
    MARY E RALSTON DIRECTOR
    0.10
    0 0 0
    1334 COUNTY ROAD 250
    SILT,CO81652
    AARON RALSTON DIRECTOR
    0.10
    0 0 0
    1334 COUNTY ROAD 250
    SILT,CO81652
    MICHAEL KUYPER DIRECTOR
    0.10
    0 0 0
    1980 MILLIKIN COURT
    COLORADO SPRINGS,CO80918
    JILL KUYPER DIRECTOR
    0.10
    0 0 0
    1980 MILLIKIN COURT
    COLORADO SPRINGS,CO80918
    KATHY SCHIPPER SECRETARY/TREASURER
    1.00
    0 0 0
    25991 GRAND AVE
    APLINGTON,IA50604
    STAN VAN WYK EXECUTIVE DIRECTOR
    0.10
    0 0 0
    617 FRANKLIN PLACE SUITE 200
    PELLA,IA50219
    BRYCE KUYPER DIRECTOR
    0.10
    0 0 0
    11115 WEST HIGHWAY 24 SUITE 2A
    DIVIDE,CO80814
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,000,923
    b
    Average of monthly cash balances.......................
    1b
    16,031
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,016,954
    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
    12,016,954
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    180,254
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,836,700
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    591,835
    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
    591,835
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,971
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    1,703
    c
    Add lines 2a and 2b............................
    2c
    14,674
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    577,161
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    577,161
    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
    577,161
    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
    888,280
    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
    888,280
    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
    888,280
    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 7 577,161
    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...... 157,187
    b From 2016...... 124,728
    c From 2017...... 87,547
    d From 2018...... 126,421
    e From 2019...... 109,908
    fTotal of lines 3a through e........ 605,791
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 888,280
    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..... 577,161
    e Remaining amount distributed out of corpus 311,119
    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 5 916,910
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    157,187
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    759,723
    10 Analysis of line 9:
    a Excess from 2016.... 124,728
    b Excess from 2017.... 87,547
    c Excess from 2018.... 126,421
    d Excess from 2019.... 109,908
    e Excess from 2020.... 311,119
    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:
    STAN VAN WYK
    617 FRANKLIN PLACE SUITE 200
    PELLA,IA50219
    (641) 621-3834
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD COMPLETE THE GRANT REQUEST FORM ON THE FOUNDATION'S WEBSITE
    cAny submission deadlines:
    JUNE 30 TO BE CONSIDERED AT THE JULY MEETING; NOVEMBER 30 TO BE CONSIDERED AT THE DECEMBER MEETING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO SPECIFIC RESTRICTIONS BUT THERE IS AN EMPHASIS ON THE PELLA IA AREA
    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
    BEANSTALK FOUNDATION
    PO BOX 181145
    DENVER,CO80218
    NONE 501(C)3 FAMILY ADVISED GRANT 1,300
    CENTRAL COLLEGE
    812 UNIVERSITY
    PELLA,IA50219
    NONE 501(C)3 GRANT - EDUCATION SCHOLARSHIPS 75,000
    CENTRAL COLLEGE
    812 UNIVERSITY
    PELLA,IA50219
    NONE 501(C)3 GRANT - FOREVER DUTCH CAMPAIGN 55,000
    CHARLES AND KAREN FARVER CHARITABLE FOUNDATION
    617 FRANKLIN PLACE SUITE 200
    PELLA,IA50219
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CHARLES SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105
    NONE 501(C)3 FAMLY ADVISED GIFT 24,300
    CHILDREN AND FAMILIES OF IOWA
    1111 UNIVERSITY AVENUE
    DES MOINES,IA50009
    NONE 501(C)3 GRANT - GENERAL OPERATING FUNDS 10,000
    CHILDREN'S CANCER CONNECTION
    2708 GRAND AVENUE
    DES MOINES,IA50312
    NONE 501(C)3 GRANT - CAMP SCHOLARSHIPS 2,000
    CREATIVE PROVIDERS FOUNDATION
    PO BOX 729
    DIVIDE,CO80814
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CREATIVE PROVIDERS FOUNDATION
    PO BOX 729
    DIVIDE,CO80814
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    CREATIVE PROVIDERS FOUNDATION
    PO BOX 729
    DIVIDE,CO80814
    NONE 501(C)3 FAMILY ADVISED GIFT 5,000
    CREATIVE PROVIDERS FOUNDATION
    PO BOX 729
    DIVIDE,CO80814
    NONE 501(C)3 FAMILY ADVISED GIFT 5,000
    CROSSROADS OF PELLA
    712 MAIN STREET
    PELLA,IA50219
    NONE 501(C)3 GRANT - GENERAL OPERATING FUNDS 15,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW
    WASHINGTON,DC20009
    NONE 501(C)3 FAMILY ADVISED GIFT 1,000
    FIVE VALLEYS LAND TRUST
    120 HICKORY ST SUITE B
    MISSOULA,MT59801
    NONE 501(C)3 FAMILY ADVISED GIFT 400
    GIVE DIRECTLY INC
    CHURCH STREET STATION PO BOX 3221
    NEW YORK,NY10008
    NONE 501(C)3 FAMILY ADVISED GIFT 5,000
    HEART OF IOWA REGIONAL TRANSIT
    2840 104 TH ST
    URBANDALE,IA50322
    NONE 501(C)3 GRANT - COMPUTER 1,580
    HEART OF IOWA REGIONAL TRANSIT
    2840 104 TH ST
    URBANDALE,IA50322
    NONE 501(C)3 GRANT - VAN GAS FOR VAN FLEETS 4,000
    HOME RESOURCE
    1515 WYOMING STREET
    MISSOULA,MT59801
    NONE 501(C)3 FAMILY ADVISED GIFT 500
    HOUSE OF MISSIONS AND EQUIPPING CO HOPE FOOD PANTRY
    PO BOX 16
    SIOUX CENTER,IA51250
    NONE 501(C)3 GRANT - OPERATING FUNDS 15,000
    LIGHTHOUSE WRITER'S WORKSHOP
    1515 RACE STREET
    DENVER,CO80206
    NONE 501(C)3 FAMILY ADVISED GIFT 1,000
    MULTIDISCLIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES
    1115 MISSION STREET
    SANTA CRUZ,CA95060
    NONE 501(C)3 FAMILY ADVISED GIFT 1,000
    MUSCULAR DYSTOPHY ASSOCIATION OF IOWA
    3925 FOUNTAINS BLVD SUITE 100
    CEDAR RAPIDS,IA52411
    NONE 501(C)3 GRANT - MDA SUMMER CAMP 4,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 150
    JENKINTON,PA19046
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    NATURAL RESOURCE DEFENSE COUNCIL
    40 WEST 20TH ST
    NEW YORK,NY10011
    NONE 501(C)3 FAMILY ADVISED GIFT 1,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA021142206
    NONE 501(C)3 FAMILY ADVISED GIFT 5,000
    PELLA COMMUNITY FOOD SHELF
    419 E OSKALOOSA ST
    PELLA,IA50219
    NONE 501(C)3 GRANT - OPERATING EXPENSES 5,000
    PELLA DOLLARS FOR SCHOLARS
    PO BOX 131
    PELLA,IA50219
    NONE 501(C)3 GRANT - SCHOLARSHIPS 4,000
    PELLA HISTORICAL SOCIETY
    507 FRANKLIN ST
    PELLA,IA50219
    NONE 501(C)3 GRANT - TUPLIP TIME FESTIVAL FIREWORKS 10,000
    PELLA OPERA HOUSE
    611 FRANKLIN ST
    PELLA,IA50219
    NONE 501(C)3 GRANT - COMMUNITY EVENTS 7,500
    PLANNED PARENTHOOD
    123 WILLIAM ST 10TH FLOOR
    NEW YORK,NY10038
    NONE 501(C)3 FAMILY ADVISED GIFT 5,000
    POVERELLO CENTER
    1110 W BROADWAY ST
    MISSOULA,MT59802
    NONE 501(C)3 FAMILY ADVISED GIFT 1,500
    PUBLIC BROADCASTING OF COLORADO
    7409 S ALTON CT
    CENTENNIAL,CO80112
    NONE 501(C)3 FAMILY ADVISED GIFT 1,000
    PRESIDIO GRADUATE SCHOOL
    36 LINCOLN BLVD
    SAN FRANCISCO,CA94129
    NONE 501(C)3 FAMILY ADVISED GIFT 24,300
    DENVER FOOD RESCUE
    PO BOX 18890
    DENVER,CO80218
    NONE 501(C)3 FAMILY ADVISED GIFT 1,000
    FOCUS POINTS FAMILY RESOURCE CENTER
    2501 EAST 48TH AVE
    DENVER,CO80216
    NONE 501(C)3 FAMILY ADVISED GIFT 500
    GETTYSBURG COMMUNITY SOUP KITCHEN
    PO BOX 3445
    GETTYSBURG,PA17325
    NONE 501(C)3 GRANT - OPERATING FUNDS 15,000
    GARDEN HARVEST
    1657 RIVER ROAD
    MISSOULA,MT59801
    NONE 501(C)3 FAMILY ADVISED GRANT 400
    HUMANE SOCIETY OF WESTERN MONTANA
    5930 HIGHWAY 93 SOUTH
    MISSOULA,MT59804
    NONE 501(C)3 FAMILY ADVISED GRANT 500
    KAIZEN FOOD RESCUE
    2900 S SHOSHONE ST
    ENGLEWOOD,CO80110
    NONE 501(C)3 FAMILY ADVISED GRANT 1,000
    MEALS ON WHEELS PEOPLE
    600 NE 8TH STREET SUITE 155
    GRESHAM,OR97030
    NONE 501(C)3 GRANT - OPERATING FUNDS 15,000
    METRO CARING
    1100 E 18TH AVE
    DENVER,CO80218
    NONE 501(C)3 FAMILY ADVISED GRANT 1,000
    MONTANA FOOD BANK
    5625 EXPRESSWAY
    MISSOULA,MT59808
    NONE 501(C)3 FAMILY ADVISED GRANT 3,500
    MURRAY CALLOWAY NEED LINE ASSOCIATION
    509 N 8TH ST
    MURRAY,KY42071
    NONE 501(C)3 GRANT - OPERATING FUNDS 10,000
    NAACP EMPOWERING PROGRAM
    4805 MOUNT HOPE DRIVE
    BALTIIMORE,MD21215
    NONE 501(C)3 FAMILY ADVISED GRANT 2,500
    MUSICAL MENTORS COLLABORATIVE
    PO BOX 3206
    NEW YORK CITY,NY10027
    NONE 501(C)3 FAMILY ADVISED GRANT 1,000
    SHENANDOAH COMMUNITY FOOD PANTRY
    1209 5TH AVE
    SHENANDOAH,IA51601
    NONE 501(C)3 GRANT - OPERATING FUNDS 15,000
    SOUP FOR THE SOUL
    PO BOX 1001
    MURRAY,KY42071
    NONE 501(C)3 GRANT - OPERATING FUNDS 10,000
    THE COMMUNITY OF CONCERN
    322 W 3RD ST
    CARROLL,IA51401
    NONE 501(C)3 GRANT - OPERATING FUNDS 15,000
    THE LOVELAND FOUNDATION
    320 7TH AVENUE 263
    BROOKLYN,NY11215
    NONE 501(C)3 FAMILY ADVISED GRANT 5,000
    THE ALI FORNEY CENTER
    224 WEST 35TH ST 15TH FLOOR
    NEW YORK,NY10001
    NONE 501(C)3 FAMILY ADVISED GRANT 1,000
    UNITED NATIONS FOUNDATIONCOVID 19 FUND
    PO BOX 96619
    WASHINGTON,DC200906619
    NONE 501(C)3 FAMILY ADVISED GRANT 5,000
    WESLEY LIFE
    5508 NW 88TH STREET
    JOHNSTON,IA501313005
    NONE 501(C)3 GRANT - CAPITAL CAMPAIGN 250,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC20001
    NONE 501(C)3 FAMILY ADVISED GRANT 2,500
    Total .................................bullet 3a 888,280
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 44  
    4 Dividends and interest from securities....     14 243,334  
    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.....     14 21,392  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 784,545  
    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 1,049,315 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,049,315
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,508 2,254   0

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CREATIVE PROVIDERS
     
    PO BOX 729
    DIVIDE,CO80814
    2020-12-07 58,600 CHARITABLE CONTRIBUTION TO THE COLORADO SPRINGS CHRISTIAN SCHOOL 58,600 NONE MAY 10, 2021; JUNE 1, 2020; MAY 8, 2019 2020-12-31 GRANT WAS MADE AS INTENDED TO THE COLORAD SPRINGS CHRISTIAN SCHOOL.
    CHARLES AND KAREN FARVER CHARITABLE FOUNDATION
     
    617 FRANKLIN PLACE SUITE 200
    PELLA,IA50219
    2020-01-10 24,300 CHARITABLE CONTRIBUTION TO AN ELIGIBLE 501(C)(3) ORGANIZATION. 24,300 NONE JANUARY 31, 2021 2020-12-31 GRANT WAS MADE TO GRALAND COUNTRY DAY SCHOOL WHICH IS AN ELIGBLE 501(C)(3).

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY ACCOUNT XXXX9702 2,667,665 2,667,665

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY ACCOUNT XXXX352 130,027 130,027
    MORGAN STANLEY ACCOUNT XXXX355 965,173 965,173
    MORGAN STANLEY ACCOUNT XXXX357 1,113,777 1,113,777
    MORGAN STANLEY ACCOUNT XXXX359 910,482 910,482
    MORGAN STANLEY ACCOUNT XXXX360 1,061,361 1,061,361
    MORGAN STANLEY ACCOUNT XXXX9699 1,300,121 1,300,121
    MORGAN STANLEY ACCOUNT XXXX9701 992,107 992,107
    MORGAN STANLEY ACCOUNT XXXX1618 1,220,294 1,220,294
    MORGAN STANLEY ACCOUNT XXXX4134 75,430 75,430
    MORGAN STANLEY ACCOUNT XXXX6332 1,402,057 1,402,057
    MORGAN STANLEY ACCOUNT XXXX7024 999,106 999,106

    TY 2020 InvestmentsOtherSchedule2
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY ACCOUNT XXXX4900 AT COST 250 250
    MORGAN STANLEY ACCOUNT XXXX5040 AT COST 274,761 274,761
    NORTH HAVEN PRIVATE EQUITY ASA V TEA FEEDER LP AT COST 41,175 41,175
    NORTH HAVEN CREDIT PARTNERS III AT COST 93,537 93,537
    MORGAN STANLEY ACCOUNT XXXX6515 AT COST 2,697 2,697
    MORGAN STANLEY ACCOUNT XXXX7023 AT COST 209,276 209,276

    TY 2020 LegalFeesSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,355 0   0


    TY 2020 OtherDecreasesSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Description Amount
    ACCRUED INTEREST 2,300


    TY 2020 OtherIncomeSchedule2
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MORGAN STANLEY SMITH BARNEY ACCT XXX4134 - MISC INCOME 14,400 14,400 14,400
    SECTION 1293 INCLUSION 6,992 0 6,992


    TY 2020 OtherIncreasesSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Description Amount
    INCREASE IN UNREALIZED APPRECIATION 947,265
    UNREALIZED GAIN ON INVESTMENT - NORTH HAVEN PRIVATE EQUITY ASIA LP 3,284


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 98,038 98,038   0
    WEB SITE 360 0   0
    BANK FEE 0 0   0


    TY 2020 TaxesSchedule
    Name:
    PETER H AND E LUCILLE GAASS KUYPER
     
    FOUNDATION
    EIN:
    23-7068402
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 14,674 0   0
    FOREIGN TAXES 8,860 8,860   0
    PENALTIES AND INTEREST 553 0   0