efile Public Visual Render
ObjectId: 202141269349102634 - Submission: 2021-05-06
TIN: 62-6111934
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
JOHN C WINSLOW FELLOWSHIP FUND
Number and street (or P.O. box number if mail is not delivered to street address)
REGIONS BANK TRUST DEPT P O BOX 11
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM
,
AL
35202
A Employer identification number
62-6111934
B
Telephone number (see instructions)
(205) 820-3141
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
852,249
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
15,491
15,411
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
21,479
b
Gross sales price for all assets on line 6a
229,889
7
Capital gain net income (from Part IV, line 2)
...
21,479
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
36,970
36,890
13
Compensation of officers, directors, trustees, etc.
11,489
9,191
2,298
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
1,500
0
0
1,500
c
Other professional fees (attach schedule)
....
1,477
1,477
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
346
155
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
22
22
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
14,834
10,845
0
3,798
25
Contributions, gifts, grants paid
.......
32,788
32,788
26
Total expenses and disbursements.
Add lines 24 and 25
47,622
10,845
0
36,586
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-10,652
b
Net investment income
(if negative, enter -0-)
26,045
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
4,174
7,020
7,020
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
549,775
535,921
845,229
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
553,949
542,941
852,249
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
553,949
542,941
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)
.....
553,949
542,941
30
Total liabilities and net assets/fund balances
(see instructions)
.
553,949
542,941
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
553,949
2
Enter amount from Part I, line 27a
.....................
2
-10,652
3
Other increases not included in line 2 (itemize)
3
2
4
Add lines 1, 2, and 3
..........................
4
543,299
5
Decreases not included in line 2 (itemize)
5
358
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
542,941
Form
990-PF
(2020)
Page 3
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
11. ABBVIE INC
2016-02-19
2020-01-16
b
26. ALLEGHENY TECHNOLOGIES INC
2015-01-21
2020-01-16
c
4. AMGEN INC
2017-09-19
2020-01-16
d
14. ANHEUSER-BUSCH INBEV SA/NV
2017-06-29
2020-01-16
e
4. APERGY CORP
2014-07-29
2020-01-16
25. ASSOCIATED BRITISH FOODS PLC
2017-06-29
2020-01-16
17. ASTRAZENECA PLC
2017-08-03
2020-01-16
13. BOK FINANCIAL CORP
2016-06-16
2020-01-16
21. BP PLC
2016-02-19
2020-01-16
14. BORG WARNER INC
2013-11-01
2020-01-16
8. CABOT CORP
2013-11-01
2020-01-16
6. CARDINAL HEALTH INC
2016-12-02
2020-01-16
11. CHEVRON CORP
2016-02-19
2020-01-16
5. CIMAREX ENERGY CO
2016-04-11
2020-01-16
38. CONTINENTAL AG
2017-06-29
2020-01-16
28. CONVATEC GROUP PLC
2017-06-29
2020-01-16
17. DEUTSCHE POST AG
2017-08-10
2020-01-16
3. DISH NETWORK CORP
2015-01-21
2020-01-16
38. DRIL-QUIP INC
2017-09-11
2020-01-16
28. EXELON CORP
2017-05-17
2020-01-16
58. FRESENIUS SE & CO KGAA
2017-06-29
2020-01-16
11. GILEAD SCIENCES INC
2017-05-03
2020-01-16
46. H P INC
2017-03-23
2020-01-16
15. HELMERICH & PAYNE INC
2016-07-27
2020-01-16
6. INTERNATIONAL BUSINESS MACHINES CORP
2016-02-19
2020-01-16
2. JOHNSON & JOHNSON
2013-11-01
2020-01-16
25. L BRANDS INC
2017-06-02
2020-01-16
4. L3HARRIS TECHNOLOGIES INC
2016-02-19
2020-01-16
10. MEDNAX INC
2013-11-01
2020-01-16
27. METLIFE INC COM
2016-02-19
2020-01-16
38. CIE GNERALE DES ESTABL MICHELIN
2017-06-29
2020-01-16
28. MORGAN STANLEY DEAN WITTER & CO
2017-05-03
2020-01-16
74. MOSAIC CO/THE
2017-06-02
2020-01-16
51. NORDEA BANK ABP
2017-07-17
2020-01-16
21. NOVO NORDISK A/S - SPONSORED ADR ONE ADR REPRS ONE-HALF OF CL 'B'
2017-09-19
2020-01-16
28. OCCIDENTAL PETROLEUM CORP
2017-06-02
2020-01-16
5. PACKAGING CORP OF AMERICA
2016-02-19
2020-01-16
11. PEPSICO INC COM
2016-02-19
2020-01-16
14. PRICESMART INC
2016-02-19
2020-01-16
8. PROCTER & GAMBLE CO
2017-02-07
2020-01-16
54. PRUDENTIAL PLC
2017-06-29
2020-01-16
95. RED ELECTRICA CORP SA
2017-06-29
2020-01-16
8. REPUBLIC SVCS INC CL A
2016-02-19
2020-01-16
169. KONINKLIJKE KPN NV
2017-06-29
2020-01-16
69. SAMPO OYJ
2017-06-29
2020-01-16
12. SCHLUMBERGER LTD
2017-06-02
2020-01-16
18. AO SMITH CORP
2017-01-10
2020-01-16
3. STANLEY BLACK & DECKER INC
2016-02-19
2020-01-16
54. TELENOR ASA-ADR
2017-06-29
2020-01-16
1009.526 TEMPLETON GLOBAL BOND FUND/UNITED STATES
2016-06-06
2020-01-16
10. TRUIST FINANCIAL CORP
2016-02-19
2020-01-16
29. US BANCORP DEL
2016-02-19
2020-01-16
15. VALERO ENERGY CORP
2017-01-09
2020-01-16
10. VERIZON COMMUNICATIONS COM
2014-03-19
2020-01-16
10. EATON CORP PLC
2016-02-19
2020-01-16
19. NIELSEN HOLDINGS PLC
2017-08-03
2020-01-16
7. CHUBB LIMITED COM
2013-11-01
2020-01-16
7. CORE LABORATORIES N V
2016-02-19
2020-01-16
11. LYONDELLBASELL INDU-CL A
2016-08-18
2020-01-16
14. ECHOSTAR HLDG CORP
2015-01-21
2020-02-07
29. SYNCHRONY FINANCIAL
2016-03-16
2020-02-07
.5 OLD DOMINION FREIGHT LINE INC
2016-10-27
2020-04-16
9. AGILENT TECHNOLOGIES INC
2013-11-01
2020-04-27
6. ALIBABA GROUP HOLDING-SP ADR
2017-08-01
2020-04-27
9. AMERISOURCEBERGEN CORP
2013-11-01
2020-04-27
10. APTARGROUP INC
2016-02-19
2020-04-27
8. ARROW ELECTRONICS INC
2017-08-24
2020-04-27
45. ARTISAN PARTNERS ASSET MANAGEMENT INC
2016-02-19
2020-04-27
8. ASHTEAD GROUP PLC
2017-06-29
2020-04-27
152. ASSA ABLOY AB - UNSP ADR
2017-06-29
2020-04-27
8. BWX TECHNOLOGIES INC
2017-09-11
2020-04-27
38. BANCA MEDIOLANUM SPA-ADR
2017-06-29
2020-04-27
14. BHP GROUP LTD
2017-05-02
2020-04-27
5. BOEING CO/THE
2016-02-19
2020-04-27
4. BOSTON PROPERTIES INC
2013-11-01
2020-04-27
14. CANADIAN NATIONAL RAILWAY CO
2017-06-29
2020-04-27
60. CARLSBERG A/S
2017-06-29
2020-04-27
2. CHARTER COMMUNICATIONS INC-A
2017-08-01
2020-04-27
80. CIE FINANCIERE RICHEMONT SA
2017-06-29
2020-04-27
28. COMPASS GROUP PLC
2015-09-01
2020-04-27
26. CONOCOPHILLIPS
2017-05-03
2020-04-27
18. CONTINENTAL RESOURCES INC/OK
2016-04-11
2020-04-27
18. DBS GROUP HOLDINGS LTD
2017-06-29
2020-04-27
56. DAIWA HOUSE INDUS-UNSP ADR
2017-06-29
2020-04-27
9. DARDEN RESTAURANTS INC
2013-11-01
2020-04-27
11. DENTSPLY SIRONA INC
2015-03-04
2020-04-27
27. DONALDSON CO INC
2016-02-19
2020-04-27
9. DOVER CORP
2014-07-29
2020-04-27
11. EASTMAN CHEMICAL CO
2015-01-21
2020-04-27
16. EATON VANCE CORP
2015-01-21
2020-04-27
44. EQUINOR ASA
2017-06-29
2020-04-27
32. FANUC CORP-UNSP ADR
2017-06-29
2020-04-27
84. FERGUSON PLC-ADR
2016-01-26
2020-04-27
26. FNF GROUP
2017-02-13
2020-04-27
23. FORTIVE CORP.
2016-07-25
2020-04-27
14. GATX CORP
2013-11-01
2020-04-27
5. GENERAL DYNAMICS CORP
2013-11-01
2020-04-27
37. INFORMA PLC
2017-06-29
2020-04-27
26. JABIL CIRCUIT INC
2017-05-02
2020-04-27
6. JONES LANG LASALLE INC
2016-02-19
2020-04-27
14. KBC GROUP NV
2015-03-04
2020-04-27
55. KAO CORP
2017-07-20
2020-04-27
68. KDDI CORP-UNSPONSORED ADR
2017-06-29
2020-04-27
45. KEYCORP NEW
2015-01-21
2020-04-27
34. KOMATSU LTD SPON ADR NEW
2017-06-29
2020-04-27
6. LABORATORY CORP AMER HLDGS COM NEW
2015-05-19
2020-04-27
12. M & T BK CORP
2016-02-19
2020-04-27
14. MANHATTAN ASSOCS INC
2017-05-23
2020-04-27
22. NOVARTIS AG-ADR
2017-06-29
2020-04-27
9. OVINTIV INC
2019-02-15
2020-04-27
8. PACKAGING CORP OF AMERICA
2016-02-19
2020-04-27
16. POLARIS INDUSTRIES INC
2016-09-12
2020-04-27
12. R L I CORP
2016-02-19
2020-04-27
14. RAYMOND JAMES FINANCIAL INC
2013-11-01
2020-04-27
7. REINSURANCE GROUP OF AMERICA INC
2013-11-01
2020-04-27
59. RELX PLC
2017-06-29
2020-04-27
28. ROYAL DUTCH SHELL PLC-ADR
2017-06-29
2020-04-27
8. RYANAIR HOLDINGS PLC-SP ADR
2014-12-29
2020-04-27
60. RYOHIN KEIKAKU CO -UNSP ADR
2017-06-29
2020-04-27
21. SEALED AIR CORP
2015-09-01
2020-04-27
6. SNAP ON INC
2013-11-01
2020-04-27
17. STARBUCKS CORP
2016-12-12
2020-04-27
13. STIFEL FINANCIAL CORP
2013-11-07
2020-04-27
201. SUMITOMO MITSUI-SPONS ADR
2017-06-29
2020-04-27
30. SUNCOR ENERGY INC
2017-06-29
2020-04-27
37. UNILEVER PLC SPONSORED ADR
2017-06-29
2020-04-27
7111.457 VANGUARD TOT BD MKT IDX-ADM
2016-06-16
2020-04-27
26. VINCI S.A.-UNSPONS ADR
2016-07-06
2020-04-27
14. WABTEC CORP
2016-12-12
2020-04-27
22. MEDTRONIC PLC
2017-06-29
2020-04-27
4. ALCON INC
2017-06-29
2020-04-27
18. WABCO HLDGS INC
2016-12-19
2020-06-01
.0143 KONINKLIJKE PHILIPS ELECTRS SP ADR NEW2000
2016-08-18
2020-07-29
17. AKAMAI TECHNOLOGIES INC
2016-12-12
2020-12-14
12. JACK HENRY & ASSOCIATES INC
2016-02-19
2020-12-14
33. INTEL CORP
2017-06-21
2020-12-14
27. MASCO CORP COM
2013-11-01
2020-12-14
19. REPUBLIC SVCS INC CL A
2016-02-19
2020-12-14
20. SAP SE ONE ADR REPRS 1/12TH OF A PREF SH
2017-06-29
2020-12-14
7. TEXAS INSTRS INC
2015-11-12
2020-12-14
16. TORO CO/THE
2016-02-19
2020-12-14
6. UNION PACIFIC CORP
2016-11-03
2020-12-14
15. WOLTERS KLUWER NV
2016-02-19
2020-12-14
11. WOODWARD INC
2016-01-20
2020-12-14
7. ACCENTURE PLC IRELAND SHS CL A
2017-05-02
2020-12-14
6. RENAISSANCERE HLDGS LTD
2013-11-01
2020-12-14
7. CUMMINS INC
2015-12-29
2020-12-16
42. MAKITA CORP
2017-06-29
2020-12-16
42. GENPACT LTD USD 0.001
2014-10-03
2020-12-16
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CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN 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
982
597
385
b
495
838
-343
c
969
688
281
d
1,114
1,680
-566
e
126
145
-19
863
1,040
-177
860
547
313
1,128
703
425
819
621
198
581
723
-142
364
374
-10
325
427
-102
1,283
938
345
261
515
-254
488
860
-372
305
493
-188
649
684
-35
110
120
-10
1,759
1,911
-152
1,306
909
397
776
989
-213
707
742
-35
983
800
183
697
983
-286
824
798
26
295
185
110
500
1,447
-947
856
299
557
274
544
-270
1,411
1,008
403
902
1,004
-102
1,576
1,193
383
1,596
1,913
-317
410
706
-296
1,294
839
455
1,322
1,896
-574
544
225
319
1,533
1,093
440
918
1,090
-172
1,009
678
331
1,993
2,287
-294
934
975
-41
742
365
377
517
579
-62
1,514
1,687
-173
463
845
-382
846
865
-19
503
276
227
971
1,095
-124
10,640
11,722
-1,082
552
323
229
1,588
1,147
441
1,396
820
576
594
467
127
947
480
467
412
776
-364
1,061
670
391
281
746
-465
1,009
857
152
551
556
-5
956
799
157
67
25
42
684
332
352
1,216
864
352
804
590
214
1,118
727
391
464
610
-146
1,076
844
232
793
625
168
1,435
1,583
-148
429
430
-1
432
623
-191
549
472
77
641
575
66
374
415
-41
1,132
977
155
1,419
1,065
354
1,026
769
257
439
570
-131
463
459
4
948
1,162
-214
222
590
-368
965
1,005
-40
1,412
1,257
155
644
414
230
451
577
-126
1,170
787
383
831
625
206
648
819
-171
557
655
-98
563
740
-177
495
523
-28
570
463
107
698
664
34
1,456
1,153
303
808
725
83
662
435
227
383
668
-285
681
765
-84
632
852
-220
359
425
-66
884
701
183
1,008
785
223
513
564
-51
625
759
-134
1,055
709
346
1,326
1,283
43
878
661
217
1,985
1,700
285
41
282
-241
711
359
352
1,083
1,223
-140
883
758
125
906
641
265
732
500
232
1,314
1,111
203
988
1,381
-393
472
583
-111
659
1,129
-470
600
746
-146
741
626
115
1,316
964
352
570
535
35
1,033
1,562
-529
464
901
-437
1,906
1,760
146
81,711
78,439
3,272
515
399
116
755
987
-232
2,207
1,878
329
216
211
5
2,457
1,907
550
1
1
1,756
1,020
736
1,889
995
894
1,667
1,180
487
1,489
508
981
1,806
846
960
2,423
1,874
549
1,124
399
725
1,464
626
838
1,192
522
670
1,236
500
736
1,286
471
815
1,708
836
872
995
565
430
1,561
630
931
2,107
1,237
870
1,728
716
1,012
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
2,503
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
385
b
-343
c
281
d
-566
e
-19
-177
313
425
198
-142
-10
-102
345
-254
-372
-188
-35
-10
-152
397
-213
-35
183
-286
26
110
-947
557
-270
403
-102
383
-317
-296
455
-574
319
440
-172
331
-294
-41
377
-62
-173
-382
-19
227
-124
-1,082
229
441
576
127
467
-364
391
-465
152
-5
157
42
352
352
214
391
-146
232
168
-148
-1
-191
77
66
-41
155
354
257
-131
4
-214
-368
-40
155
230
-126
383
206
-171
-98
-177
-28
107
34
303
83
227
-285
-84
-220
-66
183
223
-51
-134
346
43
217
285
-241
352
-140
125
265
232
203
-393
-111
-470
-146
115
352
35
-529
-437
146
3,272
116
-232
329
5
550
1
736
894
487
981
960
549
725
838
670
736
815
872
430
931
870
1,012
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
21,479
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
...................
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)
Page 4
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
362
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
362
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
362
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
188
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
188
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
.......
9
174
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
0
Refunded
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 Instructions
for 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TN
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)
Page 5
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
REGIONS BANK TRUST DEPT
Telephone no.
(205) 820-3141
Located at
250 RIVERCHASE PARKWAY EAST
BIRMINGHAM
AL
ZIP+4
35244
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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)
Page 6
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
REGIONS BANK
TRUSTEE
1
11,489
250 RIVERCHASE PARKWAY EAST
BIRMINGHAM
,
AL
35244
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
...................
0
Form
990-PF
(2020)
Page 7
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
.............
0
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
.........................
Form
990-PF
(2020)
Page 8
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
776,456
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
776,456
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
776,456
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
11,647
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
764,809
6
Minimum investment return.
Enter 5% of line 5
..................
6
38,240
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
38,240
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
362
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
362
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
37,878
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
37,878
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
37,878
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
36,586
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
36,586
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
36,586
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)
Page 9
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
37,878
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
32,788
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
0
b
From 2016
......
0
c
From 2017
......
0
d
From 2018
......
0
e
From 2019
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
36,586
a
Applied to 2019, but not more than line 2a
32,788
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
.....
3,798
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2020.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
34,080
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2016
....
0
b
Excess from 2017
....
0
c
Excess from 2018
....
0
d
Excess from 2019
....
0
e
Excess from 2020
....
0
Form
990-PF
(2020)
Page 10
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2020)
Page 11
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)
a
Paid during the year
UNIVERSITY OF TENNESSEE FDN INC
1525 UNIVERSITY AVE
KNOXVILLE
,
TN
37921
NONE
PC
GENERAL OPERATING
32,788
Total
.................................
3a
32,788
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2020)
Page 12
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
15,491
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
21,479
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)
..
36,970
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
36,970
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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)
Page 13
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?
...........
Yes
No
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.
2021-04-23
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
SHAWN P HANLON
Preparer's Signature
Date
2021-04-23
Check if self-
employed
PTIN
P00965923
Firm's name
PRICEWATERHOUSECOOPERS LLP
Firm's EIN
13-4008324
Firm's address
600 GRANT STREET
PITTSBURGH
,
PA
15219
Phone no.
(412) 355-6000
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description