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 07-01-2018 , and ending 06-30-2019
Name of foundation
PAUL A HUMBERT SCHOLAR TR IUA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3636
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI495013636
A Employer identification number

35-6505726
B Telephone number (see instructions)

(616) 653-5629
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$541,098J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 334 334  
4 Dividends and interest from securities... 11,218 11,218  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 79,867
b Gross sales price for all assets on line 6a 688,631
7 Capital gain net income (from Part IV, line 2)... 79,867
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........ 91,419 91,419  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment 1,000 500 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 425 103   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)....... Click to see attachment 7,568 7,568    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,993 8,171 0 500
25 Contributions, gifts, grants paid....... 27,999 27,999
26 Total expenses and disbursements. Add lines 24 and 25 36,992 8,171 0 28,499
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 54,427
b Net investment income (if negative, enter -0-) 83,248
c Adjusted net income (if negative, enter -0-)... 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............. 1 1 1
2 Savings and temporary cash investments......... 25,134 38,980 38,980
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 445,878 Click to see attachment486,461 502,117
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) 471,013 525,442 541,098
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........ 463,951 516,653
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 7,062 8,789
30 Total net assets or fund balances (see instructions)..... 471,013 525,442
31 Total liabilities and net assets/fund balances (see instructions). 471,013 525,442
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
471,013
2
Enter amount from Part I, line 27a .....................
2
54,427
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2
4
Add lines 1, 2, and 3 ..........................
4
525,442
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
525,442
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 30.364 HARBOR CAPITAL APPRECIATION   2011-03-22 2018-07-18
b 453.741 HOTCHKIS & WILEY HIGH YIELD I   2015-01-22 2018-07-18
c 10.795 OPPENHEIMER DEVELOPING MARKETS CLASS I   2015-03-19 2018-07-18
d 5.642 OPPENHEIMER DEVELOPING MARKETS CLASS I   2012-12-13 2018-07-18
e 10.253 OPPENHEIMER DEVELOPING MARKETS CLASS I   2013-07-12 2018-07-18
14.524 OPPENHEIMER DEVELOPING MARKETS CLASS I   2017-01-23 2018-07-18
66.525 OPPENHEIMER DEVELOPING MARKETS CLASS I   2017-01-23 2018-07-18
10. VANGUARD REAL ESTATE ETF   2017-10-23 2018-07-18
2.424 EUROPACIFIC GROWTH FD CL F-2   2018-07-18 2018-08-09
97.255 GOLDMAN SACHS ABS RETURN TRACKER   2018-01-24 2018-08-09
4.403 HARBOR CAPITAL APPRECIATION   2011-03-22 2018-08-09
7.16 HOTCHKIS & WILEY HIGH YIELD I   2015-01-22 2018-08-09
4. ISHARES TR S&P 500 INDEX FD   2018-01-24 2018-08-09
11. ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2018-05-16 2018-08-09
45.438 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2018-08-09
32.457 MFS VALUE FUND CLASS I   2018-02-14 2018-08-09
12.409 MFS VALUE FUND CLASS I   2018-04-18 2018-08-09
9.693 TCW EMERGING MARKETS INCOME CL I   2018-01-24 2018-08-09
5. VANGUARD REAL ESTATE ETF   2017-10-23 2018-08-09
83.658 BLACKROCK FDS II STRG OPP INSTL   2018-01-24 2018-11-14
145.811 BLACKROCK FDS II STRG OPP INSTL   2018-02-14 2018-11-14
2.424 EUROPACIFIC GROWTH FD CL F-2   2018-07-18 2018-11-14
37.992 EUROPACIFIC GROWTH FD CL F-2   2018-07-18 2018-11-14
146.617 EUROPACIFIC GROWTH FD CL F-2   2017-03-22 2018-11-14
140.989 GOLDMAN SACHS ABS RETURN TRACKER   2018-01-24 2018-11-14
147.424 GOLDMAN SACHS ABS RETURN TRACKER   2017-10-23 2018-11-14
131. ISHARES S&P GLOB INFRAS INDEX FD   2018-02-14 2018-11-14
52.731 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-01-22 2018-11-14
83.553 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-01-22 2018-11-14
179.627 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-01-22 2018-11-14
115.235 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2018-11-14
71.785 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2018-07-18 2018-11-14
481.504 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2018-11-14
11.797 MFS VALUE FUND CLASS I   2018-04-18 2018-11-14
13.693 MFS VALUE FUND CLASS I   2018-05-16 2018-11-14
49.209 MFS VALUE FUND CLASS I   2010-11-05 2018-11-14
13. SCHWAB US TIPS ETF   2017-10-23 2018-11-14
9.693 TCW EMERGING MARKETS INCOME CL I   2018-01-24 2018-11-14
72.755 TCW EMERGING MARKETS INCOME CL I   2018-01-24 2018-11-14
24.605 TCW EMERGING MARKETS INCOME CL I   2017-05-17 2018-11-14
315.096 BLACKROCK FDS II STRG OPP INSTL   2018-02-14 2018-12-19
1792.922 BLACKROCK FDS II STRG OPP INSTL   2017-07-20 2018-12-19
58.86232 GOLDMAN SACHS ABS RETURN TRACKER   2017-10-23 2018-12-19
325.92068 GOLDMAN SACHS ABS RETURN TRACKER   2017-10-23 2018-12-19
157.475 GOLDMAN SACHS ABS RETURN TRACKER   2018-03-21 2018-12-19
459.72097 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2018-12-19
55.08003 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2018-12-19
21.13 OPPENHEIMER DEVELOPING MARKETS CLASS I   2018-11-14 2018-12-19
71.938 TCW EMERGING MARKETS INCOME CL I   2017-05-17 2018-12-19
361.833 BLACKROCK FDS II STRG OPP INSTL   2017-07-20 2019-01-10
65.101 BLACKROCK FDS II STRG OPP INSTL   2018-05-16 2019-01-10
578.985 BLACKROCK FDS II STRG OPP INSTL   2018-07-18 2019-01-10
89.413 HARBOR CAPITAL APPRECIATION   2018-12-19 2019-01-10
5.57 HARBOR CAPITAL APPRECIATION   2011-03-22 2019-01-10
8.99982 ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-05-16 2019-01-10
5.00018 ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-05-16 2019-01-10
17.99971 ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2018-05-16 2019-01-10
21.00029 ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2018-05-16 2019-01-10
77. ISHARES S&P GLOB INFRAS INDEX FD   2018-02-14 2019-01-10
48. ISHARES S&P GLOB INFRAS INDEX FD   2018-02-14 2019-01-10
51.142 MFS VALUE FUND CLASS I   2018-12-19 2019-01-10
180.099 MFS VALUE FUND CLASS I   2010-11-05 2019-01-10
3.934 OPPENHEIMER DEVELOPING MARKETS CLASS I   2018-11-14 2019-01-10
12.605 OPPENHEIMER DEVELOPING MARKETS CLASS I   2017-01-23 2019-01-10
170. SCHWAB US TIPS ETF   2017-10-23 2019-01-10
20. SCHWAB US TIPS ETF   2018-01-24 2019-01-10
7. VANGUARD REAL ESTATE ETF   2017-10-23 2019-01-10
51. VANGUARD REAL ESTATE ETF   2018-11-14 2019-01-10
31. VANGUARD REAL ESTATE ETF   2015-12-16 2019-01-10
3. VANGUARD REAL ESTATE ETF   2015-08-27 2019-01-10
28. VANGUARD REAL ESTATE ETF   2013-10-16 2019-01-10
20.081 HARBOR CAPITAL APPRECIATION   2011-03-22 2019-02-13
5. ISHARES TR S&P 500 INDEX FD   2018-01-24 2019-02-13
4. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-05-16 2019-02-13
182.883 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-01-22 2019-02-13
799.288 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-03-19 2019-02-13
1069.316 JPMORGAN CORE BOND FUND 3720 CLASS I   2016-02-18 2019-02-13
33.386 MFS VALUE FUND CLASS I   2010-11-05 2019-02-13
20. VANGUARD REAL ESTATE ETF   2013-10-16 2019-02-13
190.281 HARBOR CAPITAL APPRECIATION   2011-03-22 2019-03-21
2. ISHARES TR S&P 500 INDEX FD   2018-01-24 2019-03-21
7. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-05-16 2019-03-21
5. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-05-16 2019-03-21
13. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC]   2018-11-14 2019-03-21
19. ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2018-05-16 2019-03-21
46. ISHARES S&P SMALL CAP 600 INDEX FUND ETF   2018-04-18 2019-03-21
993.469 JPMORGAN CORE BOND FUND 3720 CLASS I   2016-02-18 2019-03-21
54.344 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-05-13 2019-03-21
252.953 JPMORGAN CORE BOND FUND 3720 CLASS I   2016-03-16 2019-03-21
272.95 JPMORGAN CORE BOND FUND 3720 CLASS I   2016-01-22 2019-03-21
74.56 JPMORGAN CORE BOND FUND 3720 CLASS I   2017-10-23 2019-03-21
110.641 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-12-16 2019-03-21
329.311 MFS VALUE FUND CLASS I   2010-11-05 2019-03-21
1. ISHARES TR S&P 500 INDEX FD   2018-01-24 2019-05-15
1. ISHARES TR S&P 500 INDEX FD   2018-07-18 2019-05-15
399.221 JPMORGAN CORE BOND FUND 3720 CLASS I   2015-12-16 2019-05-15
95.93 JPMORGAN CORE BOND FUND 3720 CLASS I   2017-03-22 2019-05-15
141.728 JPMORGAN CORE BOND FUND 3720 CLASS I   2018-01-24 2019-05-15
69.351 JPMORGAN CORE BOND FUND 3720 CLASS I   2018-03-21 2019-05-15
93.451 JPMORGAN CORE BOND FUND 3720 CLASS I   2019-01-10 2019-05-15
563.23 JPMORGAN CORE BOND FUND 3720 CLASS I   2018-12-19 2019-05-15
1389.172 BARINGS ACTIVE SHORT DURATION BD Y   2019-03-21 2019-05-22
1070.713 BARINGS ACTIVE SHORT DURATION BD Y   2019-02-13 2019-05-22
681.232 BARINGS ACTIVE SHORT DURATION BD Y   2019-01-10 2019-05-22
89.993 EUROPACIFIC GROWTH FD CL F-2   2019-03-21 2019-05-22
77.892 EUROPACIFIC GROWTH FD CL F-2   2017-03-22 2019-05-22
18.972 EUROPACIFIC GROWTH FD CL F-2   2010-11-05 2019-05-22
41.732 EUROPACIFIC GROWTH FD CL F-2   2010-12-13 2019-05-22
95.408 EUROPACIFIC GROWTH FD CL F-2   2012-12-13 2019-05-22
210.564 EUROPACIFIC GROWTH FD CL F-2   2011-01-20 2019-05-22
19.585 EUROPACIFIC GROWTH FD CL F-2   2010-11-05 2019-05-22
22.619 EUROPACIFIC GROWTH FD CL F-2   2011-11-15 2019-05-22
16.084 EUROPACIFIC GROWTH FD CL F-2   2012-07-26 2019-05-22
14.897 EUROPACIFIC GROWTH FD CL F-2   2012-06-21 2019-05-22
58.857 GOLDMAN SACHS ABS RETURN TRACKER   2017-10-23 2019-05-22
68.973 GOLDMAN SACHS ABS RETURN TRACKER   2018-03-21 2019-05-22
563.79 GOLDMAN SACHS ABS RETURN TRACKER   2019-03-21 2019-05-22
82.031 GOLDMAN SACHS ABS RETURN TRACKER   2019-02-13 2019-05-22
96.386 GOLDMAN SACHS ABS RETURN TRACKER   2017-01-23 2019-05-22
2931.667 GOLDMAN SACHS ABS RETURN TRACKER   2017-01-23 2019-05-22
368.149 HARBOR CAPITAL APPRECIATION   2011-03-22 2019-05-22
96.836 HARBOR CAPITAL APPRECIATION   2011-08-24 2019-05-22
191.731 HOTCHKIS & WILEY HIGH YIELD I   2015-01-22 2019-05-22
61.679 HOTCHKIS & WILEY HIGH YIELD I   2018-01-24 2019-05-22
49.298 HOTCHKIS & WILEY HIGH YIELD I   2019-03-21 2019-05-22
142.695 HOTCHKIS & WILEY HIGH YIELD I   2019-01-10 2019-05-22
13. ISHARES TR S&P 500 INDEX FD   2018-07-18 2019-05-22
30. ISHARES TR S&P 500 INDEX FD   2018-11-14 2019-05-22
42. ISHARES TR S&P 500 INDEX FD   2018-02-14 2019-05-22
19. ISHARES TR S&P 500 INDEX FD   2019-01-10 2019-05-22
63. ISHARES TR S&P 500 INDEX FD   2018-12-19 2019-05-22
106. ISHARES TR S&P 500 INDEX FD   2017-03-22 2019-05-22
901.883 JPMORGAN CORE BOND FUND 3720 CLASS I   2018-12-19 2019-05-22
55.076 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2019-05-22
2560.088 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2016-12-28 2019-05-22
51.994 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL   2019-02-13 2019-05-22
727.312 MFS VALUE FUND CLASS I   2010-11-05 2019-05-22
120.061 MFS VALUE FUND CLASS I   2011-08-24 2019-05-22
72.336 OPPENHEIMER DEVELOPING MARKETS CLASS I   2019-03-21 2019-05-22
15.923 OPPENHEIMER DEVELOPING MARKETS CLASS I   2019-05-15 2019-05-22
47.55 OPPENHEIMER DEVELOPING MARKETS CLASS I   2017-01-23 2019-05-22
189.68 OPPENHEIMER DEVELOPING MARKETS CLASS I   2012-03-12 2019-05-22
139.281 OPPENHEIMER DEVELOPING MARKETS CLASS I   2016-07-13 2019-05-22
29.934 OPPENHEIMER DEVELOPING MARKETS CLASS I   2012-07-26 2019-05-22
21.856 OPPENHEIMER DEVELOPING MARKETS CLASS I   2012-06-21 2019-05-22
38.336 OPPENHEIMER DEVELOPING MARKETS CLASS I   2011-12-20 2019-05-22
136.565 OPPENHEIMER DEVELOPING MARKETS CLASS I   2016-02-18 2019-05-22
25.8 OPPENHEIMER DEVELOPING MARKETS CLASS I   2016-01-22 2019-05-22
973.117 PGIM TOTAL RETURN BOND FUND CL R6   2019-05-15 2019-05-22
772.686 PGIM TOTAL RETURN BOND FUND CL R6   2019-03-21 2019-05-22
1095.992 PGIM TOTAL RETURN BOND FUND CL R6   2019-02-13 2019-05-22
1401.304 PGIM TOTAL RETURN BOND FUND CL R6   2019-01-10 2019-05-22
586.644 TCW EMERGING MARKETS INCOME CL I   2017-05-17 2019-05-22
14. VANGUARD MSCI EAFE ETF [RIC]   2018-02-14 2019-05-22
16. VANGUARD MSCI EAFE ETF [RIC]   2018-07-18 2019-05-22
149. VANGUARD MSCI EAFE ETF [RIC]   2019-03-21 2019-05-22
15. VANGUARD MSCI EAFE ETF [RIC]   2019-05-15 2019-05-22
476. VANGUARD MSCI EAFE ETF [RIC]   2016-05-19 2019-05-22
30. VANGUARD REAL ESTATE ETF   2019-03-21 2019-05-22
55. VANGUARD REAL ESTATE ETF   2013-10-16 2019-05-22
9. VANGUARD REAL ESTATE ETF   2014-01-16 2019-05-22
12. VANGUARD REAL ESTATE ETF   2013-11-13 2019-05-22
677.338 DOUBLELINE TOTAL RETURN BOND I   2019-05-22 2019-06-24
93.01 FIDELITY 500 INDEX FD INST PREMIUM   2019-05-22 2019-06-24
90.26 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2019-05-22 2019-06-24
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 2,437   1,120 1,317
b 5,409   5,617 -208
c 462   372 90
d 241   193 48
e 439   350 89
621   485 136
2,847   2,212 635
812   838 -26
131   131  
954   959 -5
351   162 189
86   89 -3
1,150   1,144 6
963   891 72
529   528 1
1,321   1,330 -9
505   496 9
77   83 -6
412   419 -7
806   843 -37
1,406   1,458 -52
117   131 -14
1,833   2,057 -224
7,076   7,171 -95
1,342   1,390 -48
1,403   1,443 -40
5,363   5,715 -352
585   635 -50
927   1,006 -79
1,994   2,134 -140
1,313   1,339 -26
818   832 -14
5,484   5,523 -39
465   472 -7
540   545 -5
1,939   1,107 832
688   718 -30
75   84 -9
564   625 -61
191   210 -19
3,025   3,151 -126
17,212   17,779 -567
542   576 -34
2,998   3,191 -193
1,449   1,518 -69
5,103   5,273 -170
611   632 -21
785   800 -15
559   613 -54
3,481   3,597 -116
626   640 -14
5,570   5,651 -81
5,854   5,500 354
365   205 160
1,562   1,743 -181
868   969 -101
1,314   1,458 -144
1,533   1,701 -168
3,143   3,359 -216
1,959   2,094 -135
1,872   1,861 11
6,592   4,050 2,542
154   149 5
492   419 73
9,101   9,389 -288
1,071   1,101 -30
533   587 -54
3,884   4,126 -242
2,361   2,425 -64
228   221 7
2,132   1,876 256
1,402   741 661
1,385   1,431 -46
757   775 -18
2,072   2,173 -101
9,056   9,480 -424
12,115   12,564 -449
1,301   751 550
1,678   1,340 338
14,018   7,018 7,000
567   572 -5
1,319   1,356 -37
942   949 -7
2,449   2,429 20
1,469   1,539 -70
3,556   3,684 -128
11,375   11,673 -298
622   636 -14
2,896   2,962 -66
3,125   3,183 -58
854   868 -14
1,267   1,279 -12
13,232   7,406 5,826
283   286 -3
283   282 1
4,615   4,615  
1,109   1,106 3
1,638   1,627 11
802   784 18
1,080   1,052 28
6,511   6,342 169
13,767   13,739 28
10,611   10,568 43
6,751   6,690 61
4,522   4,608 -86
3,914   3,810 104
953   803 150
2,097   1,742 355
4,794   3,955 839
10,581   8,717 1,864
984   806 178
1,137   834 303
808   590 218
749   535 214
564   579 -15
661   665 -4
5,407   5,401 6
787   773 14
924   897 27
28,115   27,177 938
26,739   13,577 13,162
7,033   3,449 3,584
2,241   2,374 -133
721   759 -38
576   575 1
1,668   1,630 38
3,738   3,672 66
8,626   8,287 339
12,077   11,319 758
5,463   4,897 566
18,115   16,142 1,973
30,479   25,003 5,476
10,417   10,155 262
636   639 -3
29,569   29,364 205
601   594 7
29,602   16,357 13,245
4,886   2,558 2,328
2,974   3,074 -100
655   663 -8
1,955   1,581 374
7,800   6,258 1,542
5,727   4,446 1,281
1,231   927 304
899   661 238
1,576   1,098 478
5,616   3,799 1,817
1,061   704 357
14,023   14,023  
11,134   11,019 115
15,793   15,432 361
20,193   19,548 645
4,775   4,998 -223
568   621 -53
649   693 -44
6,044   6,169 -125
608   604 4
19,309   16,963 2,346
2,618   2,592 26
4,800   3,447 1,353
785   588 197
1,047   779 268
7,254   7,159 95
9,559   9,252 307
1,024   973 51
      5,839
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       1,317
b       -208
c       90
d       48
e       89
      136
      635
      -26
       
      -5
      189
      -3
      6
      72
      1
      -9
      9
      -6
      -7
      -37
      -52
      -14
      -224
      -95
      -48
      -40
      -352
      -50
      -79
      -140
      -26
      -14
      -39
      -7
      -5
      832
      -30
      -9
      -61
      -19
      -126
      -567
      -34
      -193
      -69
      -170
      -21
      -15
      -54
      -116
      -14
      -81
      354
      160
      -181
      -101
      -144
      -168
      -216
      -135
      11
      2,542
      5
      73
      -288
      -30
      -54
      -242
      -64
      7
      256
      661
      -46
      -18
      -101
      -424
      -449
      550
      338
      7,000
      -5
      -37
      -7
      20
      -70
      -128
      -298
      -14
      -66
      -58
      -14
      -12
      5,826
      -3
      1
       
      3
      11
      18
      28
      169
      28
      43
      61
      -86
      104
      150
      355
      839
      1,864
      178
      303
      218
      214
      -15
      -4
      6
      14
      27
      938
      13,162
      3,584
      -133
      -38
      1
      38
      66
      339
      758
      566
      1,973
      5,476
      262
      -3
      205
      7
      13,245
      2,328
      -100
      -8
      374
      1,542
      1,281
      304
      238
      478
      1,817
      357
       
      115
      361
      645
      -223
      -53
      -44
      -125
      4
      2,346
      26
      1,353
      197
      268
      95
      307
      51
       
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 79,867
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(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 27,123 538,073 0.050408
2016 20,750 515,263 0.040271
2015 22,000 506,804 0.043409
2014 27,634 545,453 0.050662
2013 25,930 546,997 0.047404
2
Total of line 1, column (d) .....................
2
0.232154
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
0.046431
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
514,151
5
Multiply line 4 by line 3......................
5
23,873
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
832
7
Add lines 5 and 6........................
7
24,705
8
Enter qualifying distributions from Part XII, line 4,.............
8
28,499
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 1 832
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 0
3 Add lines 1 and 2........................... 3 832
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- ..... 5 832
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 300
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.............. 7 300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 532
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 taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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 ofbulletFIFTH THIRD BANK Telephone no.bullet (513) 534-3636

    Located atbullet38 FOUNTAIN SQUARE PLAZACINCINNATIOH ZIP+4bullet45263
    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
     
    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 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
     
     
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    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
    Fifth Third Bank Trustee
    1     		0    
    301 N Main St
    South Bend,IN46601
    VICKIE BENNER Committee
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    BRETT BERNDT Committee
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    THERESA HAMMOND Committee
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    MISSY TRENT Committee
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    THERESA JACOBSON COMMITTEE
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    CHRIS STEVENS COMMITTEE
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    SHANE LOWWRY Committee
    1     		0    
    701 SCHOOL ST
    CULVER,IN46511
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    505,926
    b
    Average of monthly cash balances.......................
    1b
    16,055
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    521,981
    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
    521,981
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,830
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    514,151
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    25,708
    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
    25,708
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    832
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    832
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,876
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    24,876
    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
    24,876
    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
    28,499
    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
    28,499
    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
    832
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    27,667
    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 24,876
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,713
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 28,499
    a Applied to 2017, but not more than line 2a 1,713
    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 2018 distributable amount..... 24,876
    e Remaining amount distributed out of corpus 1,910
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,910
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,910
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 1,910
    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 e-mail address of the person to whom applications should be addressed:
    CULVER COMM HIGH SCHOOL
    701 SCHOOL ST
    CULVER,IN46511
    (574) 842-3391
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FROM CULVER COMM HIGH SCHOOL
    cAny submission deadlines:
    APRIL 15TH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO CULVER COMMUNITY SCHOOL CORP STUDENTS AND/OR GRADUATES.
    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
    VALPARAISO UNIVERSITY
    & ERIN BENDY
    1700 CHAPEL DRIVE
    VALPARAISO,IN46383     		NONE GOV SCHOLARSHIP 923
    ANCILLA COLLEGE
    & LINDSEY PROSKEY
    9601 S UNION ROAD
    DONALDSON,IN46513     		NONE GOV SCHOLARSHIP 2,000
    BALL STATE UNIVERSITY
    BRANDON HAVRON
    2000 UNIVERSITY AVE
    MUNCIE,IN47306     		NONE GOV SCHOLARSHIP 923
    IUPU - FORT WAYNE
    & ETHAN SHUMAN
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE GOV SCHOLARSHIP 2,000
    IUPUI
    & MARIA LINDVALL
    420 UNIVERSITY BLVD
    INDIANAPOLIS,IN46202     		NONE GOV SCHOLARSHIP 923
    ALVERNO COLLEGE
    & DONNA ZEHNER
    3400 S 43RD ST
    MILWAUKEE,WI53234     		NONE NC SCHOLARSHIP 923
    INDIANA UNIVERSITY BLOOMINGTON
    & MADELINE JUSTIS
    107 S INDIANA AVE
    BLOOMINGTON,IN47405     		NONE GOV SCHOLARSHIP 923
    PURDUE UNIVERSITY
    & REBECCA RAINEY
    1401 S US HWY 421
    WESTVILLE,IN46391     		NONE GROUP SCHOLARSHIP 923
    INDIANA UNIVERSITY SOUTH BEND
    ALEXANDRIA HARRIS
    1700 MISHAWAKA AVE
    SOUTH BEND,IN46615     		NONE GOV SCHOLARSHIP 923
    VALPARAISO UNIVERSITY
    & KELSEY SHAFFER
    1700 CHAPEL DRIVE
    VALPARAISO,IN46383     		NONE GOV SCHOLARSHIP 923
    PURDUE UNIVERSITY
    & CODY VALIQEUT
    1401 S US HWY 421
    WESTVILLE,IN46391     		NONE GROUP SCHOLARSHIP 923
    IUPUI
    DUSTIE PIER
    420 UNIVERSITY BLVD
    INDIANAPOLIS,IN46202     		NONE GOV SCHOLARSHIP 2,000
    UNIV OF INDIANAPOLIS
    & SYDNEY PRITZ
    1400 EAST HANNA AVE
    INDIANAPOLIS,IN46227     		NONE NONE SCHOLARSHIP 2,000
    GOSHEN COLLEGE
    AMANDA MORRISON
    1700 S MAIN ST
    GOSHEN,IN46526     		NONE PC SCHOLARSHIP 923
    ROSE HULMAN INST OF TECHNOLOGY
    JOSHUA KRSEK
    5500 WABASH AVE
    TERRE HAUTE,IN47803     		NONE PC SCHOLARSHIP 923
    IUPUI
    JAILYN FOX
    420 UNIVERSITY BLVD
    INDIANAPOLIS,IN46202     		NONE GOV SCHOLARSHIP 2,000
    BALL STATE UNIVERSITY
    PAYTON LOWRY
    2000 UNIVERSITY AVE
    MUNCIE,IN47306     		NONE NONE SCHOLARSHIP 2,000
    BALL STATE UNIVERSITY
    & JOSEPH CAVAZOS
    2000 UNIVERSITY AVE
    MUNCIE,IN47306     		NONE GOV SCHOLARSHIP 923
    BALL STATE UNIVERSITY
    & AARON BECKER
    2000 UNIVERSITY AVE
    MUNCIE,IN47306     		NONE GOV SCHOLARSHIP 923
    FRANKLIN COLLEGE
    CODY RUSSELL
    101 BRANIGIN BLVD
    FRANKLIN,IN46131     		NONE PC SCHOLARSHIP 2,000
    SAGINAW VALLEY STATE UNIVERSITY
    MARCELLUS ANDERSON
    7400 BAY RD
    UNIVERSITY CENTER,MI48710     		NONE GOV SCHOLARSHIP 2,000
    Total .................................bullet 3a 27,999
    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 ...........     		      0 334
    4 Dividends and interest from securities....       0 11,218
    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 ............     		      0 79,867
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   0 91,419
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    91,419
    (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.)
    4 INCOME FROM THIS TRUST
    8 IS USED TO FUND SCHOLARSHIPS
    3 FOR STUDENTS AND GRADUATES OF CULVER COMM SCHOOLS
    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

    TY 2018 AccountingFeesSchedule
    Name:
    PAUL A HUMBERT SCHOLAR TR IUA
    EIN:
    35-6505726
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,000 500   500

    TY 2018 InvestmentsOtherSchedule2
    Name:
    PAUL A HUMBERT SCHOLAR TR IUA
    EIN:
    35-6505726
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TCW FDS INC EMERGING MRKTS AT COST 10,847 10,719
    HOTCHKIS & WILEY FUNDS AT COST 10,065 10,381
    GOLDMAN SACHS ABS RETURN TRACK AT COST 12,494 13,167
    ISHARES CORE S&P SMALL-CAP ETF AT COST 14,881 15,891
    ISHARES CORE S&P MID-CAP ETF AT COST 14,785 15,929
    ISHARES S&P GLOB INFRAS INDEX AT COST 11,375 11,966
    BARINGS ACTIVE SHORT DURATION AT COST 12,858 13,003
    DOUBLELINE TOTAL RETURN BOND I AT COST 39,555 39,967
    ARIEL INTL FD INST AT COST 36,334 36,983
    FIDELITY 500 INDEX FD AT COST 193,179 199,375
    SEAFARER OVERSEAS GR AND INCOM AT COST 40,551 43,147
    HARDING LOEVNER INTL EQUITY IN AT COST 51,905 53,995
    JPMORGAN EQUITY INCOME FUND AT COST 25,953 26,538
    COHEN & STEERS RLTY SHS INC AT COST 11,679 11,056

    TY 2018 OtherExpensesSchedule
    Name:
    PAUL A HUMBERT SCHOLAR TR IUA
    EIN:
    35-6505726
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE FEES 3,784 3,784   0
    BANK SERVICE FEES 3,784 3,784   0


    TY 2018 OtherIncreasesSchedule
    Name:
    PAUL A HUMBERT SCHOLAR TR IUA
    EIN:
    35-6505726
    Description Amount
    ROUNDING 2
    REFUNDED SCHOLARSHIPS 0


    TY 2018 TaxesSchedule
    Name:
    PAUL A HUMBERT SCHOLAR TR IUA
    EIN:
    35-6505726
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX - PRIOR YEA 22 0   0
    FEDERAL EXCISE TAX ESTIMATE 300 0   0
    FOREIGN TAXES ON QUALIFIED FOR 98 98   0
    FOREIGN TAXES PAID - NQDI 5 5   0