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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
PEOPLES CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 231
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUBURN, IN46706
A Employer identification number

35-1897837
B Telephone number (see instructions)

(260) 925-2500
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$5,021,408J 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) 14,829
2 Check bullet.............
3 Interest on savings and temporary cash investments 22,613 22,613  
4 Dividends and interest from securities... 92,105 92,105  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 305,957
b Gross sales price for all assets on line 6a 1,299,850
7 Capital gain net income (from Part IV, line 2)... 305,957
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).......      
12 Total. Add lines 1 through 11........ 435,504 420,675  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,250 63   1,187
c Other professional fees (attach schedule).... Click to see attachment 31,928 1,596   30,332
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,276 64   1,212
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,481 1,723   32,731
25 Contributions, gifts, grants paid....... 125,500 125,500
26 Total expenses and disbursements. Add lines 24 and 25 159,981 1,723   158,231
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 275,523
b Net investment income (if negative, enter -0-) 418,952
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 194,020 187,915 187,915
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,312,082 Click to see attachment4,593,710 4,833,493
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 4,506,102 4,781,625 5,021,408
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,345,349 4,781,625
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 160,753  
30 Total net assets or fund balances (see instructions)..... 4,506,102 4,781,625
31 Total liabilities and net assets/fund balances (see instructions). 4,506,102 4,781,625
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,506,102
2
Enter amount from Part I, line 27a .....................
2
275,523
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,781,625
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,781,625
Form 990-PF (2018)
Form 990-PF (2018)
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 280.884 SH CARILLON REAMS UNCONSTR P 2017-09-18 2018-08-16
b 10 SH MOTOROLA SOLUTIONS INC P 2018-08-21 2018-12-06
c 100 SH BERKSHIRE HATHAWAY INC CL B P 2017-09-18 2018-08-21
d 208 SH MICROSOFT CORP P 2017-09-18 2018-08-21
e 37.098 SH CARILLON REAMS UNCONSTRAIN P 2017-09-18 2018-11-30
52.729 SH VANGUARD 500 INDEX ADMIRAL P 2017-01-06 2018-01-25
67.164 SH PNC MULTI FACTOR SMALL P 2016-08-19 2018-01-29
109 SH CENTENE CORP P 2018-08-21 2018-11-20
6 SH PHILIP MORRIS INTERNATIONAL INC P 2018-08-21 2018-12-06
155 SH CSX CORP P 2017-09-18 2018-08-21
63 SH PEPSICO INC P 2017-09-18 2018-08-21
392.91 SH DOUBLELINE CORE FIXED INC P 2017-09-18 2018-11-30
346.526 SH AQUILA THREE PEAKS OPPORT P 2016-06-03 2018-06-28
47.543 SH VANGUARD DEVELOPED MRKTS P 2016-08-19 2018-01-29
293 SH TRIPADVISOR INC P 2018-08-21 2018-11-20
13 SH VARIAN MEDICAL SYSTEMS INC P 2018-08-21 2018-12-06
53 SH CVS HEALTH CORP P 2017-09-18 2018-08-21
39 SH PIONEER NATURAL RESOURCES P 2017-09-18 2018-08-21
283.058 SH VANGUARD SHORT TERM INV P 2017-09-18 2018-11-30
23.977 SH CARILLON REAMS UNCONSTRAIN P 2016-06-03 2018-06-28
.5 SH HORIZON BANCORP INC P 2003-10-09 2018-06-18
69 SH ADVANCED MICRO DEVICES P 2018-08-21 2018-12-06
5 SH VERISIGN INC P 2018-08-21 2018-12-06
179 SH CISCO SYSTEMS INC P 2017-09-18 2018-08-21
165 SH SPDR S&P REGIONAL BANKING ETF P 2017-09-18 2018-08-21
10000 SH WARSAW IN MULTI SCH BLDG P 2008-04-07 2018-01-15
244.715 SH DOUBLELINE CORE FIXED INC P 2017-05-18 2018-06-28
12.753 SH AQUILA THREE PEAKS OPPORT P 2016-08-19 2018-07-10
11 SH AMERICAN AIRLINES GROUP INC P 2018-08-21 2018-12-06
3 SH VERTEX PHARMACEUTICALS INC P 2018-08-21 2018-12-06
78 SH DISCOVER FINANCIAL SERVICES P 2017-09-18 2018-08-21
238 SH SPDR UTILITIES SELECT SECTOR P 2017-09-18 2018-08-21
10000 SH NORTHWEST HARRIS CNTY P 2008-04-07 2018-05-01
4.873 SH VULCAN VALUE PARTNERS SMALL P 2016-06-03 2018-06-28
500 SH HORIZON BANCORP INC P 2000-01-13 2018-11-14
6 SH AMGEN INC P 2018-11-20 2018-12-06
26 SH VIACOM INC CL B P 2018-08-21 2018-12-06
480 SH FIRST TRUST FINANCIALS ALPHA P 2017-09-18 2018-08-21
131 SH TD AMERITRADE HOLDING CORP P 2017-09-18 2018-08-21
.5 SH HORIZON BANCORP INC P 2008-04-07 2018-06-18
46.246 SH PNC MULTI FACTOR SMALL CAP P 2016-06-03 2018-06-28
100 SH HORIZON BANCORP INC P 2000-01-13 2018-12-18
11 SH AUTODESK INC P 2018-08-21 2018-12-06
18 SH YUM BRANDS INC P 2018-08-21 2018-12-06
126 SH HCP INC P 2017-09-18 2018-08-21
63 SH VANECK VECTORS TRUST AGRIBUS P 2017-09-18 2018-08-21
97 SH SPDR ENERGY SELECT SECTOR P 2017-09-18 2018-08-21
169.503 SH VANGUARD SHORT TERM ADMIR P 2017-05-18 2018-06-28
44 SH INVESCO DWA ENERGY MOMENT P 2017-09-18 2018-08-21
44 SH BLOCK H & R INC P 2018-08-21 2018-12-06
10000 SH WARSAW IN MULTI SCH BDLG CO P 2017-09-18 2018-01-15
145 SH INTEL CORP P 2017-09-18 2018-08-21
179 SH VANGUARD CONSUMER DISCRETION P 2017-09-18 2018-08-21
.906 SH AQUILA THREE PEAKS OPPORT P 2016-06-03 2018-01-25
462.523 SH DOUBLELINE SHILLER ENHANC P 2017-06-22 2018-01-29
3672.22 SH HORIZON BANCORP INC P 2008-04-07 2018-08-16
15 SH BBS CORP CL B P 2018-08-21 2018-12-06
1300 SH ISHARES CORE S&P MIDCAP ETF P 2017-09-18 2018-04-12
10 SH INTERNATIONAL BUSINESS MACHINE P 2017-09-18 2018-08-21
170 SH VANGUARD CONSUMER STAPLES ETF P 2017-09-18 2018-08-21
33.341 SH WILLIAM BLAIR INTL GROWTH P 2016-06-03 2018-01-25
49.498 SH VANGUARD 500 INDEX ADMIRAL P 2017-06-22 2018-01-29
327.78 SH HORIZON BANCORP INC P 2008-04-07 2018-08-16
19 SH CBOE GLOBAL MARKETS INC P 2018-08-21 2018-12-06
175 SH SPDR HEALTH CARE SELECT SECT P 2017-09-18 2018-04-12
184 SH INVESCO DYNAMIC PHARMACEUTICA P 2017-09-18 2018-08-21
223 SH VANGUARD FINANCIALS ETF P 2017-09-18 2018-08-21
19 SH DOUBLELINE SHILLER ENHANCED P 2017-01-06 2018-01-25
29.389 SH AQUILA THREE PEAKS OPPORT P 2016-08-19 2018-01-29
1275.345 SH HORIZON BANCORP INC P 2008-04-07 2018-11-20
4 SH CUMMINS INC P 2018-08-21 2018-12-06
150 SH SPDR CONSUMER DISCRETIONARY P 2017-09-18 2018-04-12
174 SH INVESCO DWA BASIC MATERIALS P 2017-09-18 2018-08-21
131 SH VANGUARD HEALTH CARE INDEX P 2017-09-18 2018-08-21
48.751 SH DRIEHAUS EMERGING MARKETS P 2016-06-03 2018-01-25
34.305 SH WILLIAM BLAIR INTL GROWTH P 2016-08-19 2018-01-29
498.038 SH HORIZON BANCORP INC P 2008-04-07 2018-11-20
17 SH EDWARDS LIFESCIENCES P 2018-08-21 2018-12-06
10000 SH NORTHWEST HARRIS CNTY TX MU P 2017-09-18 2018-05-01
349 SH ISHARES EXPANDED TECH SECTOR P 2017-09-18 2018-08-21
97 SH VANGUARD INDUSTRIALS ETF P 2017-09-18 2018-08-21
14.332 SH JOHN HANCOCK FUNDS DISCIPL P 2016-06-03 2018-01-25
29.248 SH DRIEHAUS EMERGING MARKETS P 2016-08-19 2018-01-29
1726.617 SH HORIZON BANCORP INC P 2008-04-07 2018-11-20
11 SH HERSHEY CO FOODS CORP P 2018-08-21 2018-12-06
989.696 SH AQUILLA THREE PEAKS OPPOR P 2017-09-18 2018-07-10
117 SH ISHARES NASDAQ BIOTECHNOLOGY P 2017-09-18 2018-08-21
92 SH VANGUARD COMMUNICATION SERVICE P 2017-09-18 2018-08-21
8.818 SH MFS INTERNATIONAL VALUE P 2016-06-03 2018-01-25
76.758 SH VULCAN VALUE PARTNERS SM P 2016-08-19 2018-01-29
2136.038 SH HORIZON BANCORP INC P 1999-12-07 2018-07-05
1 SH INTUIT P 2018-08-21 2018-12-06
3521.5 SH DOUBLELINE CORE FIXED INC P 2017-09-18 2018-08-16
53 SH JOHNSON & JOHNSON P 2017-09-18 2018-08-21
102 SH WELLS FARGO & CO P 2017-09-18 2018-08-21
38.325 SH PNC MULTI FACTOR SMALL CAP P 2016-06-03 2018-01-25
69.121 SH JOHN HANCOCK FUNDS DISCIPL P 2016-08-19 2018-01-29
290.962 SH HORIZON BANCORP INC P 2000-01-13 2018-07-05
16 SH LILLY ELI & CO P 2018-08-21 2018-12-06
2061.686 SH VANGUARD SHORT TERM INV P 2017-09-18 2018-08-16
34 SH MSC INDUSTRIAL DIRECT INC P 2017-09-18 2018-08-21
40000 SH AT & T GLOBAL NOTE P 2017-09-18 2018-11-27
32.462 SH VANGUARD DEVELOPED MRKTS P 2016-06-03 2018-01-25
21.407 SH MFS INTERNATIONAL VALUE P 2016-08-19 2018-01-29
(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 3,258   3,334 -76
b 1,276   1,252 24
c 20,890   18,100 2,790
d 22,219   15,704 6,515
e 426   440 -14
13,832   11,084 2,748
1,735   1,386 349
14,264   15,637 -1,373
506   502 4
11,510   8,099 3,411
7,205   7,242 -37
4,141   4,342 -201
18,709   16,602 2,107
725   571 154
17,060   15,859 1,201
1,559   1,465 94
3,920   4,409 -489
6,802   5,317 1,485
2,941   3,029 -88
279   279  
10   5 5
1,449   1,383 66
762   768 -6
8,286   5,810 2,476
10,532   8,736 1,796
10,000   9,817 183
2,626   2,687 -61
708   627 81
403   442 -39
524   527 -3
6,135   4,677 1,458
12,863   12,920 -57
10,000   9,160 840
95   81 14
8,535   3,585 4,950
1,171   1,181 -10
776   811 -35
15,696   13,951 1,745
7,424   5,987 1,437
10   3 7
1,232   914 318
1,591   717 874
1,521   1,474 47
1,636   1,513 123
3,392   3,713 -321
4,019   3,700 319
7,151   6,392 759
1,773   1,812 -39
1,835   1,483 352
1,171   1,169 2
10,000   10,000  
6,820   5,375 1,445
31,793   25,568 6,225
51   43 8
7,622   7,141 481
76,634   23,622 53,012
760   806 -46
245,614   228,852 16,762
1,465   1,449 16
24,149   24,177 -28
1,078   822 256
13,051   11,123 1,928
6,840   2,108 4,732
1,965   1,880 85
14,352   14,467 -115
13,456   12,066 1,390
15,992   14,092 1,900
310   265 45
1,656   1,445 211
21,410   8,204 13,206
565   576 -11
15,255   13,433 1,822
12,027   11,273 754
22,759   20,176 2,583
2,074   1,341 733
1,114   863 251
8,361   3,204 5,157
2,732   2,412 320
10,000   10,000  
70,560   54,135 16,425
14,171   12,772 1,399
350   286 64
1,251   885 366
28,986   11,107 17,879
1,179   1,127 52
54,898   53,859 1,039
13,628   12,968 660
7,958   8,403 -445
415   331 84
1,534   1,341 193
44,260   15,880 28,380
204   209 -5
37,750   38,912 -1,162
7,190   7,152 38
6,039   5,327 712
990   757 233
1,689   1,435 254
6,029   2,086 3,943
1,847   1,692 155
21,586   22,060 -474
3,004   2,462 542
40,000   40,000  
495   384 111
1,006   842 164
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       -76
b       24
c       2,790
d       6,515
e       -14
      2,748
      349
      -1,373
      4
      3,411
      -37
      -201
      2,107
      154
      1,201
      94
      -489
      1,485
      -88
       
      5
      66
      -6
      2,476
      1,796
      183
      -61
      81
      -39
      -3
      1,458
      -57
      840
      14
      4,950
      -10
      -35
      1,745
      1,437
      7
      318
      874
      47
      123
      -321
      319
      759
      -39
      352
      2
       
      1,445
      6,225
      8
      481
      53,012
      -46
      16,762
      16
      -28
      256
      1,928
      4,732
      85
      -115
      1,390
      1,900
      45
      211
      13,206
      -11
      1,822
      754
      2,583
      733
      251
      5,157
      320
       
      16,425
      1,399
      64
      366
      17,879
      52
      1,039
      660
      -445
      84
      193
      28,380
      -5
      -1,162
      38
      712
      233
      254
      3,943
      155
      -474
      542
       
      111
      164
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 2 305,957
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 78,105
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 40,049 1,775,996 0.022550
2016 55,008 2,334,457 0.023564
2015 73,303 2,308,733 0.031750
2014 185,994 2,164,490 0.085930
2013 134,109 2,030,126 0.066059
2
Total of line 1, column (d) .....................
2
0.229853
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.045971
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,355,412
5
Multiply line 4 by line 3......................
5
246,194
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,190
7
Add lines 5 and 6........................
7
250,384
8
Enter qualifying distributions from Part XII, line 4,.............
8
158,231
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,379
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,379
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,379
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,264
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,264
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,115
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHORIZON BANK Telephone no.bullet (260) 925-2500

    Located atbullet212 WEST SEVENTH STREETAUBURNIN ZIP+4bullet46706
    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 2018, 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 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    3b
     
    No
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MAURICE F WINKLER III VP/TREASURER
    1.00     		0 0 0
    2506 COUNTY ROAD 47
    AUBURN,IN46706
    DOUGLAS D MARSH DIRECTOR
    1.00     		0 0 0
    942 PHAETON WAY
    AUBURN,IN46706
    ROGER J WERTENBERGER DIRECTOR
    1.00     		0 0 0
    1114 CABRIOLET BLVD
    AUBURN,IN46706
    ERICA DEKKO DIRECTOR
    1.00     		0 0 0
    1210 LAKESIDE DRIVE
    KENDALLVILLE,IN46755
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE FUNDING FOR THIRTEEN ORGANIZATIONS LOCATED IN THE NORTHEAST INDIANA AREA. SEE DETAILED SCHEDULE ATTACHED. 111,000
    2 PROVIDE SCHOLARSHIPS FOR THIRTEEN STUDENTS IN THE SURROUNDING AREA. SEE DETAILED SCHEDULE ATTACHED. 14,500
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    5,149,664
    b
    Average of monthly cash balances.......................
    1b
    287,303
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,436,967
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,436,967
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,555
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,355,412
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    267,771
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    267,771
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,379
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,379
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    259,392
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    259,392
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    259,392
    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
    158,231
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    158,231
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    158,231
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 259,392
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 60,211
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 158,231
    a Applied to 2017, but not more than line 2a 60,211
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 98,020
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		161,372
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    INDIANA UNIVERSITY
    400 E SEVENTH ST
    POPLARS BUILDING
    BLOOMINGTON,IN47405     		    SCHOLARSHIP 2,000
    MANCHESTER COLLEGE
    604 E COLLEGE AVENUE
    NORTH MANCHESTER,IN46962     		    SCHOLARSHIP 1,000
    PURDUE UNIVERSITY
    610 PURDUE MALL
    WEST LAFAYETTE,IN46907     		    SCHOLARSHIP 7,000
    COLE CENTER FAMILY YMCA
    700 S GARDEN STREET
    PO BOX 233
    KENDALLVILLE,IN46755     		    ANNUAL CAMPAIGN 1,000
    ST MARTINS HEALTHCARE INC
    1359 S RANDOLPH STREET
    GARRETT,IN467381970     		    FUND HEALTH CARE SERVICES 6,000
    IUPUI
    420 UNIVERSITY BLVD
    CE 264
    INDIANAPOLIS,IN46202     		    SCHOLARSHIP 1,000
    BALL STATE UNIVERSITY
    LUCINA HALL ROOM 245
    MUNCIE,IN47306     		    SCHOLARSHIP 1,000
    KATE'S KART INC
    10376 LEO ROAD SUITE A
    FORT WAYNE,IN46825     		    ICE CREAM SOCIAL CONTRIBUTION 1,000
    COMMUNITY FOUNDATION OF DEKALB CO
    PO BOX 11
    AUBURN,IN46706     		    ECKHART PUBLIC LIBRARY 10,000
    AUBURN CORD DUESENBERG MUSEUM
    PO BOX 271
    AUBURN,IN46706     		    ROOF & MAINTENANCE CAMPAIGN 50,000
    WATERLOOGRANT TOWNSHIP FIRE
    PO BOX 115
    WATERLOO,IN46793     		    CONTRIBUTION 10,000
    AUBURN ELKS LODGE 1978
    311 E NINTH ST
    AUBURN,IN46706     		    CONTRIBUTION 15,000
    IPFW
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		    SCHOLARSHIP 1,500
    INDIANA TECH
    1600 E WASHINGTON BLVD
    FORT WAYNE,IN46803     		    SCHOLARSHIP 1,000
    SHELTER MINISTRIES
    1103 WEST AUBURN DRIVE
    AUBURN,IN46706     		    CONTRIBUTION 5,000
    ALLIANCE INDUSTRIES
    901 E QUINCY STREET
    GARRETT,IN46738     		    CONTRIBUTION 3,000
    DEKALB COUNTY COUNCIL OF AGING
    1800 E 7TH STREET
    AUBURN,IN46706     		    CONTRIBUTION 3,000
    CHILDREN FIRST CENTER
    1752 WESLEY ROAD
    AUBURN,IN46706     		    CONTRIBUTION 2,000
    WALTHER CANCER INSTITUTE
    9292 N MERIDIAN ST
    INDIANAPOLIS,IN46260     		    CONTRIBUTION 3,000
    SALVATION ARMY
    6060 CASTLEWAY WEST DR
    INDIANAPOLIS,IN46209     		    CONTRIBUTION 2,000
    Total .................................bullet 3a 125,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 22,613  
    4 Dividends and interest from securities....     14 92,105  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 305,957  
    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)..   420,675  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    420,675
    (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 (2018)
    Form 990-PF (2018)
    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 instr.)?
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    PEOPLES CHARITABLE FOUNDATION INC
     
    Employer identification number

    35-1897837
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    PEOPLES CHARITABLE FOUNDATION INC
          		Employer identification number
    35-1897837
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    RUSSELL & GARNET SPICE IRREV TRUST
    HORIZON TRUST & INVESTMENT MGMT
    PO BOX 231
     
    AUBURN, IN46706

    		$ 14,829


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    PEOPLES CHARITABLE FOUNDATION INC
          		Employer identification number

    35-1897837
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    PEOPLES CHARITABLE FOUNDATION INC
          		Employer identification number

    35-1897837
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,250 63   1,187

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABIOMED INC 17,071 15,277
    ADVANCED MICRO DEVICES 14,509 13,365
    ALTRIA GROUP INC 16,724 13,681
    AMERICAN AIRLINES GROUP INC 16,233 12,972
    AMGEN INC 15,153 14,989
    AUTODESK INC 14,342 13,761
    BAXTER INTERNATIONAL INC 16,481 15,007
    HORIZON BANCORP 298,324 611,712
    AQUILA THREE PEAKS OPPORTUNITY GRTH    
    WILLIAM BLAIR INTL GROWTH 79,300 63,518
    BERKSHIRE HATHAWAY INC CLASS B    
    BLOCK H & R INC 14,581 13,928
    BOEING INC 15,788 14,512
    BROWN FORMAN CORP CL B 17,023 15,273
    CBS CORP CL B 15,053 12,242
    CBOE GLOBAL MARKETS INC 14,348 14,185
    CSX CORP    
    CVS CORP    
    CARILLON EAGLE MID CAP GROWTH 139,659 114,256
    CISCO SYSTEMS    
    COGNIZANT TECH SOLUTIONS CL A 16,551 14,029
    CUMMINS INC 15,129 14,032
    DAVITA INC 16,917 12,144
    DISCOVER FINANCIAL SERVICES    
    DOUBLELINE SHILLER ENHANCED CAP 281,746 233,335
    DRIEHAUS EMERGING MARKETS GROWTH 76,850 68,444
    EASTMAN CHEMICAL CO 18,463 14,330
    EDWARDS LIFESCIENCES 13,480 14,551
    EQUIFAX INC 18,905 14,063
    FINL INVS TR VULCAN VALUE PTNRS SM 16,954 14,378
    FIRST TRUST FINANCIALS ALPHADEX    
    FLIR SYS INC 19,575 14,804
    FACEBOOK INC CL A 18,497 14,682
    FEDEX CORP 16,744 10,970
    VULCAN VALUE PARTNERS SM CAP 118,863 85,802
    FLUOR CORP 19,599 12,172
    GENERAL DYNAMICS CORP 16,497 13,363
    HARRIS CORP 17,571 14,542
    HCP INC    
    HERSHEY CO FOODS CORP 14,751 15,434
    HUNTINGTON INGALLS INDS INC 17,454 13,702
    INTEL CORP    
    INTERNATIONAL BUSINESS MACHINES    
    INTUIT 15,464 14,567
    ISHARES CORE S&P MIDCAP ETF    
    ISHARES S&P NORTH AMERICA TECH SECT    
    ISHARES NASDAQ BIOTECHNOLOGY INDEX    
    J HANCOCK DISCIPLINED VALUE MID CAP 135,781 103,312
    JOHNSON & JOHNSON    
    L3 TECHNOLOGIES INC 17,611 14,761
    LILLY ELI & CO 14,062 15,391
    LOCKHEED MARTIN CORP 16,400 13,354
    MFS INTERNATIONAL VALUE 74,598 67,565
    MSC INDUSTRIAL DIRECT INC CL A    
    MASTERCARD INC 16,212 14,903
    MICROSOFT CORP    
    MOTOROLA SOLUTIONS INC 14,653 13,460
    NISOURCE INC 101,098 385,244
    NORTHRUP GRUMMAN CORP 16,478 14,694
    NUCOR CORP 16,372 13,419
    OCCIDENTAL PETROLEUM CORP 17,170 13,442
    PNC MULTI FACTOR SMALL CAP GR 128,357 96,571
    PEPSICO    
    PHILIP MORRIS INTERNATIONAL INC 14,900 11,883
    PIONEER NATURAL RESOURCES CO    
    POWERSHARES DWA ENERGY MOMENTUM    
    POWERSHARES DWA BASIC MATERIALS    
    POWERSHARES DYNAMIC PHARMACEUTICALS    
    QUALCOMM INC 17,435 15,195
    RAYTHEON CO 15,846 13,955
    S&P GLOBAL INC 17,333 14,615
    AO SMITH CORP 18,580 14,134
    SPDR S&P REGIONAL BANKING ETF    
    SPDR HEALTH CARE SELECT SECTOR FUND    
    SPDR CONSUMER DISCRETIONARY SELECT    
    SPDR ENERGY SELECT SECTOR SPDR    
    SPDR UTILITIES SELECT SECTOR SPDR    
    TD AMERITRADE HOLDING CORP    
    TEXTRON INC 18,131 12,739
    TOTAL SYSTEM SERVICES INC 16,827 14,470
    UNITED PARCEL SERVICE INC CL B 16,634 13,362
    VAN ECK VECTORS TRUST AGRIBUSINESS    
    VANGUARD DIVIDEND GROWTH FUND    
    VANGUARD EQUITY INCOME    
    VANGUARD DEVELOPED MRKTS INDEX 53,533 47,319
    VANGUARD CONSUMER DISCRETIONARY ETF    
    VANGUARD CONSUMER STAPLES ETF    
    VANGUARD FINANCIALS ETF    
    VANGUARD HEALTH CARE INDEX FUND    
    VANGUARD INDUSTRIALS ETF    
    VANGUARD TELECOM SERVICES ETF    
    VARIAN MEDICAL SYSTEMS INC 14,423 14,504
    VANGUARD 500 INDEX ADMIRAL 396,717 389,747
    VERISIGN INC 15,205 14,681
    VERTEX PHARMACEUTICALS INC 15,109 14,251
    VIACOM INC CL B 15,101 12,439
    WELLS FARGO & CO    
    WESTERN UNION CO 15,847 14,177
    YUM BRANDS INC 14,204 15,534
    ACCENTURE PLC 14,193 13,537
    AT & T INC GLOBAL NOTE DTD 11/27/16    
    CARILLON REAMS UNCONSTRAINED BOND 41,443 40,855
    DFA FIVE YEAR GLOBAL FIXED INCOME    
    DOUBLELINE CORE FIXED INCOME 519,833 500,244
    MERRILLVILLE IND DEPT STORM WTR REV 41,247 40,399
    NORTHWEST HARRIS CNTY TX MUN UTIL    
    VANGUARD SHORT TERM INVESTMENT ADMIR 277,778 271,315
    WARSAW IN MULTI SCH BLDG CORP FIRST    
    FRONTIER STATE BANK 6 MONTH ETF 250,000 250,000
    FIRST INTERNET BANK 1.4% 250,000 250,000
    CIT BANK 1.3%    
    KANSAS STATE BANK 2% 250,000 250,000
    BANK OF SUNSET & TRUST CO 1.2%    
    GRAND SAVING BANK 1.5% 250,000 250,000

    TY 2018 OtherExpensesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SECRETARY OF STATE FILING FEE 20      
    WIRE TRANSFER FEE 7      


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 31,928 1,596   30,332


    TY 2018 TaxesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATES PAID 1,026 51   975
    FOREIGN TAXES PAID 250 13   237