Form990-PF
Click to see attachment

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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
RAY & KAY ECKSTEIN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)4965 VILLAGE SQUARE DRIVE NO A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PADUCAH, KY42001
A Employer identification number

39-6786592
B Telephone number (see instructions)

(270) 534-8930
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$165,517,097J Accounting method:
MODIFIED CASH
(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) 208
2 Check bullet.............
3 Interest on savings and temporary cash investments 36,486 36,486  
4 Dividends and interest from securities... 3,875,476 4,291,323  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,945,396
b Gross sales price for all assets on line 6a 93,284,655
7 Capital gain net income (from Part IV, line 2)... 3,044,778
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)....... Click to see attachment 4,645 134,725  
12 Total. Add lines 1 through 11........ 6,862,211 7,507,312  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 377,786 113,336   264,450
15 Pension plans, employee benefits....... 65,522 19,657   45,865
16a Legal fees (attach schedule)......... Click to see attachment 8,851 0   8,851
b Accounting fees (attach schedule)....... Click to see attachment 35,630 21,378   14,252
c Other professional fees (attach schedule).... Click to see attachment 606,574 594,570   12,004
17 Interest............... 129 15,826   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 206,829 99,243   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 15,517 4,655  
20 Occupancy.............. 63,540 19,062   44,478
21 Travel, conferences, and meetings....... 13,060 3,918   9,142
22 Printing and publications.......... 375 113   262
23 Other expenses (attach schedule)....... Click to see attachment 55,751 271,440   29,616
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,449,564 1,163,198   428,920
25 Contributions, gifts, grants paid....... 7,231,957 7,231,957
26 Total expenses and disbursements. Add lines 24 and 25 8,681,521 1,163,198   7,660,877
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,819,310
b Net investment income (if negative, enter -0-) 6,344,114
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 81,718 87,387 87,387
2 Savings and temporary cash investments......... 334,818 775,513 775,513
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) 2,774,235 Click to see attachment4,020,425 4,020,425
b Investments—corporate stock (attach schedule)....... 76,338,560 Click to see attachment84,812,206 84,812,206
c Investments—corporate bonds (attach schedule)....... 31,010,901 Click to see attachment28,022,406 28,022,406
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,790,244 Click to see attachment47,781,629 47,781,629
14 Land, buildings, and equipment: basis bullet126,035
Less: accumulated depreciation (attach schedule) bullet108,504 23,087 Click to see attachment17,531 17,531
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 147,353,563 165,517,097 165,517,097
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) Click to see attachment13,657 Click to see attachment15,257
23 Total liabilities (add lines 17 through 22)......... 13,657 15,257
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 147,339,906 165,501,840
29 Total net assets or fund balances (see instructions)..... 147,339,906 165,501,840
30 Total liabilities and net assets/fund balances (see instructions). 147,353,563 165,517,097
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
147,339,906
2
Enter amount from Part I, line 27a .....................
2
-1,819,310
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
19,981,244
4
Add lines 1, 2, and 3 ..........................
4
165,501,840
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
165,501,840
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b GAINS/(LOSSES) FROM SCHEDULE K-1'S, EXCLUDING UBTI      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 93,001,635   90,239,877 2,761,758
b 99,382     99,382
c 183,638     183,638
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,761,758
b       99,382
c       183,638
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,044,778
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))
2018 5,440,179 150,061,381 0.036253
2017 6,494,509 111,679,070 0.058153
2016 4,077,252 93,966,024 0.043391
2015 3,638,864 94,043,166 0.038694
2014 3,365,602 73,248,499 0.045948
2
Total of line 1, column (d) .....................
2
0.222439
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
0.044488
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
157,540,327
5
Multiply line 4 by line 3......................
5
7,008,654
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
63,441
7
Add lines 5 and 6........................
7
7,072,095
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,660,877
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 (2019)
Form 990-PF (2019)
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 63,441
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 63,441
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 63,441
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 116,826
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 116,826
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 53,385
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet53,385 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKY
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletECKSTEINCHARITY.ORG
    14
    The books are in care ofbulletLAURIE LATHAM Telephone no.bullet (270) 534-8930

    Located atbullet4965 VILLAGE SQUARE DRIVE SUITE APADUCAHKY ZIP+4bullet42001
    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 2019, 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
     
    No
    ........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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    CYNTHIA L ERICKSON-ZANINOVICH TRUSTEE
    1.50     		0 0 0
    P O BOX 7606
    PADUCAH,KY420027606
    SUSAN F HOMRA TRUSTEE
    1.50     		0 0 0
    P O BOX 7606
    PADUCAH,KY420027606
    TERESA R ECKSTEIN TRUSTEE
    1.50     		0 0 0
    P O BOX 7606
    PADUCAH,KY420027606
    JOHN P ECKSTEIN TRUSTEE
    1.50     		0 0 0
    P O BOX 7606
    PADUCAH,KY420027606
    JOSEPH P ECKSTEIN TRUSTEE
    1.50     		0 0 0
    P O BOX 7606
    PADUCAH,KY420027606
    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
    LAURIE LATHAM EXECUTIVE DIRECTOR
    40.00     		230,000 6,300 0
    P O BOX 7606
    PADUCAH,KY420027606
    HEATHER L JACKSON GRANTS MANAGER
    40.00     		110,000 3,000 0
    P O BOX 7606
    PADUCAH,KY420027606
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    GOLDMAN SACHS ASSET MANAGEMENT INVESTMENT MANAGEMENT 589,425
    71 S WACKER DR
    CHICAGO,IL60606
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    157,017,057
    b
    Average of monthly cash balances.......................
    1b
    2,917,102
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,259
    d
    Total (add lines 1a, b, and c).........................
    1d
    159,939,418
    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
    159,939,418
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,399,091
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    157,540,327
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,877,016
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,877,016
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    63,441
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    5,767
    c
    Add lines 2a and 2b............................
    2c
    69,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,807,808
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,807,808
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    7,807,808
    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
    7,660,877
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,660,877
    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
    63,441
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,597,436
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 7,807,808
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 7,328,856
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 7,660,877
    a Applied to 2018, but not more than line 2a 7,328,856
    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 2019 distributable amount..... 332,021
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		7,475,787
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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:
    APPLICATIONS MUST BE SUBMITTED ONLI
    WWWECKSTEINCHARITYORG
    PADUCAH,KY42001
    (270) 534-8930
    INFO@ECKSTEINCHARITY.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    FOR 2020 THE FOUNDATION HAS ENTERED INTO COMMITMENTS THAT HAVE CAUSED ALL OF ITS AVAILABLE GRANT FUNDS TO BE FULLY UTILIZED. SUBMIT REQUESTS FOR 2021 FUNDING ONLINE & INCLUDE IRS DETERMINATION LETTER. THE REQUIRED GRANT APPLICATION AND RELATED MATERIALS IS LISTED ON THE WEBSITE: WWW.ECKSTEINCHARITY.ORG
    cAny submission deadlines:
    APPLICATION DEADLINES AND OTHER RELATED TIMELINES ARE POSTED ON THE WEBSITE: WWW.ECKSTEINCHARITY.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT REQUESTS SHOULD SUPPORT AT LEAST ONE OF THE FOLLOWING CORE VALUES: CATHOLIC/FAITH BASED, HUMAN NEEDS, EDUCATION, FAMILIES, AND VIBRANT COMMUNITIES.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    68 INC
    821 INDUSTRY ROAD
    SAUK CITY,WI53583     		NONE PC PROGRAMMING SUPPORT 10,000
    ACTS HOUSING
    2414 W VLIET ST
    MILWAUKEE,WI53205     		NONE PC SUPPORT FOR LOW INCOME HOUSING ACQUISITION AND REHABILITATION SERVICES 20,000
    ADAPTIVE TECHNOLOGY SOLUTIONS
    405 N CHARLES STREET STE 120
    DAYTONA BEACH,FL32114     		NONE PC SUPPORT FOR VOCATIONAL TRAINING FOR VETERANS 3,000
    AGAPE CHILD & FAMILY SERVICES
    3160 DIRECTORS ROW
    MEMPHIS,TN38131     		NONE PC PROGRAM SUPPORT FOR FAMILIES IN TRANSITION 35,000
    ALZHEIMER'S DRUG DISCOVERY FOUNDATION
    57 WEST 57TH STREET SUITE 904
    NEW YORK,NY10019     		NONE PC PROGRAMMING SUPPORT 100,000
    AMERICAN RED CROSS PADUCAH AREA CHAPTER
    232 NORTH 8TH STREET
    PADUCAH,KY42001     		NONE PC SUPPORT FOR DISASTER RELIEF SERVICES 30,000
    BAPTIST HEALTH FOUNDATION PADUCAH
    2501 KENTUCKY AVENUE
    PADUCAH,KY42001     		NONE SO I PROGRAMMING SUPPORT FOR INTEGRATED THERAPIES 200,000
    BEACHES EMERGENCY ASSISTANCE MINISTRY INC
    850 6TH AVENUE SOUTH SUITE 400
    JACKSONVILLE BEACH,FL32250     		NONE PC SUPPORT FOR EMERGENCY RENT AND UTILITY ASSISTANCE PROGRAM 35,000
    BEACHES EPISCOPAL SCHOOL FOUNDATION
    450 11TH AVENUE NORTH
    JACKSONVILLE BEACH,FL32250     		NONE SO I PROGRAMMING SUPPORT FOR CHRISTIAN ELEMENTARY EDUCATION 10,000
    BETHLEHEM FARM INC
    PO BOX 415
    TALCOTT,WV24981     		NONE PC PROGRAM SUPPORT FOR HOME REPAIR PROJECTS 30,000
    BIKE4ALZ INC
    PO BOX 10126
    BOWLING GREEN,KY42102     		NONE PC PROGRAMMING SUPPORT FOR ALZHEIMER'S AWARENESS 500
    BROOKLYN JESUIT PREP
    560 STERLING PLACE
    BROOKLYN,NY11238     		NONE PC GENERAL OPERATING SUPPORT 20,000
    BUT GOD MINISTRIES
    404 FONTAINE PLACE SUITE 104
    RIDGELAND,MS39157     		NONE PC PROGRAM SUPPORT FOR SCHOOL 25,000
    CAMP GRAY
    E10213 SHADY LANE RD
    REEDSBURG,WI53959     		NONE PC SUPPORT FOR UNDESERVED & ECONOMICALLY DISADVANTAGED 10,000
    CANTICLE AND JUNIPER COURTS FOUNDATION
    3221 S LAKE DRIVE
    ST FRANCIS,WI53235     		NONE PC PROJECT SUPPORT FOR HEATING SYSTEM 20,000
    CASSVILLE FIRE & RESCUE INC
    300 W AMELIA STREET
    CASSVILLE,WI53806     		NONE PC SUPPORT FOR FRONT-LINE PUMPER REPLACEMENT 37,500
    CATHOLIC BISHOPS OF NORTHERN ALASKA
    1316 PEGER ROAD
    FAIRBANKS,AK99709     		NONE PC RELIGIOUS MISSION WORK 30,000
    CATHOLIC CHARITIES OF THE DIOCESE OF LACROSSE
    3710 EAST AVENUE SOUTH
    LA CROSSE,WI54601     		NONE PC PROGRAM SUPPORT FOR HOMELESS FACILITIES 10,000
    CHRISTIAN APPALACHIAN PROJECT
    2528 PALUMBO DRIVE
    LEXINGTON,KY40509     		NONE PC PROGRAM SUPPORT FOR ELDERLY HOUSING PROGRAM 15,000
    CHWC INC
    2 SOUTH 14TH STREET
    KANSAS CITY,KS66102     		NONE PC SUPPORT FOR HOMEOWNER EDUCATION PROGRAMMING 10,000
    CITY OF NEPTUNE BEACH
    116 FIRST STREET
    NEPTUNE BEACH,FL32266     		NONE GOV PUBLIC PARKS AND RECREATION 30,000
    CLARETIAN MISSIONARIES
    205 WEST MONROE STREET
    CHICAGO,IL60606     		NONE PC RELIGIOUS MISSION WORK 30,000
    COLLEGE POSSIBLE
    1515 N RIVERCENTER DRIVE SUITE 105
    MILWAUKEE,WI53212     		NONE PC PROGRAM SUPPORT FOR NEED BASED POST-SECONDARY READINESS 50,000
    COLUMBIA ST MARY'S FOUNDATION INC
    2320 NORTH LAKE DRIVE
    MILWAUKEE,WI53211     		NONE PC SUPPORT FOR HEALTH CARE SERVICES FOR HOMELESS 30,000
    COMMUNITY CLOTHES CLOSET INC
    1465-B OPPORTUNITY WAY
    MENASHA,WI54952     		NONE PC GENERAL OPERATING SUPPORT 30,000
    COMMUNITY MINISTRIES INC
    PO BOX 1252
    PADUCAH,KY420021252     		NONE PC GENERAL OPERATING SUPPORT 100,000
    CONCORD UNITED METHODIST CHURCH
    5178 HINKLEVILLE RD
    PADUCAH,KY42001     		NONE PC RELIGIOUS PURPOSES 400
    CRISTO REY JESUIT HIGH SCHOOL
    1215 S 45TH STREET
    WEST MILWAUKEE,WI53214     		NONE PC SUPPORT FOR COLLEGE READINESS PROGRAMMING 20,000
    CRYSTAL COAST HOSPICE HOUSE
    PO BOX 640
    NEWPORT,NC28570     		NONE PC PROGRAMMING SUPPORT FOR COMMUNITY HOSPICE CARE 10,000
    DISMAS MINISTRY
    PO BOX 070363
    MILWAUKEE,WI53207     		NONE PC SUPPORT FOR SPIRITUAL MATERIALS 10,000
    DIVINE WORD MISSIONARIES
    1835 WAUKEGAN ROAD
    TECHNY,IL60082     		NONE PC RELIGIOUS MISSION WORK 30,000
    DUNCAN U FLETCHER HIGH SCHOOL
    700 SEAGATE AVENUE
    NEPTUNE BEACH,FL32266     		NONE PC SUPPORT FOR EDUCATIONAL PROGRAMS 20,000
    EDUCATIONAL FOUNDATION OF BIRCHWOOD
    PO BOX 388
    BIRCHWOOD,WI54817     		NONE PC SUPPORT FOR FAB LAB 10,000
    EMMAUS FARM INC
    PO BOX 598
    VANCEBURG,KY41179     		NONE PC GENERAL OPERATING SUPPORT 20,000
    FAMILIES FIRST COMMUNITY CENTER
    PO BOX 951
    ELLSWORTH,ME04605     		NONE PC PROGRAMMING SUPPORT FOR SHELTER 15,000
    FAMILY ENRICHMENT CENTER
    1133 ADAMS STREET
    BOWLING GREEN,KY42101     		NONE PC SUPPORT FOR EARLY CHILDHOOD EDUCATIONAL PROGRAMMING 15,000
    FAMILY SERVICE SOCIETY
    827 JOE CLIFTON DRIVE
    PADUCAH,KY42001     		NONE PC PROGRAMMING SUPPORT FOR ASSISTANCE PROGRAM 15,000
    FEEDING AMERICA EASTERN WISCONSIN
    1700 WEST FOND DU LAC AVENUE
    MILWAUKEE,WI53205     		NONE PC GENERAL OPERATING SUPPORT 15,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 8206
    PADUCAH,KY420028206     		NONE PC RELIGIOUS PURPOSES 600
    FOLDS OF HONOR FOUNDATION
    5800 N PATRIOT DRIVE
    OWASSO,OK74055     		NONE PC SUPPORT FOR EDUCATIONAL SCHOLARSHIPS IN KENTUCKY 15,000
    FRANCISCAN PEACEMAKERS INC
    128 W BURLEIGH STREET
    MILWAUKEE,WI53212     		NONE PC PROGRAM SUPPORT FOR GIFTS FOR THE JOURNEY 15,000
    GOLDMAN SACHS PHILANTHROPY FUND
    71 SOUTH WACKER SUITE 500
    CHICAGO,IL60606     		NONE PC FAITH, HUMAN NEEDS, FAMILY, EDUCATION, VIBRANT COMMUNITIES 2,350,000
    GRACE AT THE GREEN LIGHT
    330 CARONDELET STREET 2ND FLOOR
    NS,LA70130     		NONE PC SUPPORT FOR GOING HOME PROGRAM 15,000
    HOPE INC
    PO BOX 3166
    DULUTH,GA30096     		NONE PC PROGRAM SUPPORT FOR LOW INCOME SINGLE PARENTS 10,000
    HAVEN OF HOPE INC
    PO BOX 645
    BENTON,KY42025     		NONE PC GENERAL OPERATING SUPPORT 25,000
    HEAL FOUNDATION INC
    PO BOX 140
    PONTE VEDRA BEACH,FL32004     		NONE PC GENERAL OPERATING SUPPORT 20,000
    HEAR WISCONSIN INC
    10243 WEST NATIONAL AVE
    WEST ALLIS,WI53227     		NONE PC TO IMPROVE HEALTHCARE 30,000
    HEARTLAND CARES INC
    619 NORTH 30TH STREEET
    PADUCAH,KY42001     		NONE PC PROGRAM SUPPORT FOR HEALTHCARE, PREVENTION, AND EDUCATION 30,000
    HELPING HANDS HEALTH AND WELLNESS CENTER
    5100 KARL ROAD
    COLUMBUS,OH43229     		NONE PC SUPPORT FOR COMMUNITY WELLBEING PROGRAM 5,000
    HOME FOR THE AGED OF THE LITTLE SISTERS
    15 AUDUBON PLAZA DRIVE
    LOUISVILLE,KY40217     		NONE PC PROJECT SUPPORT FOR SECURITY ENHANCEMENTS 25,000
    HOPE CENTER
    502 N EAST AVE
    WAUKESHA,WI53186     		NONE PC PROGRAM SUPPORT FOR CLOTHING SHOP, MEAL PROGRAM, & HOUSEHOLD GOODS SHOP 30,000
    HOPE UNLIMITED FAMILY CARE CENTER INC
    1101 JEFFERSON ST
    PADUCAH,KY42001     		NONE PC SUPPORT FOR FAMILY EDUCATION PROGRAMS 27,700
    HOTEL INC
    PO BOX 1688
    BOWLING GREEN,KY42101     		NONE PC GENERAL OPERATIONAL SUPPORT 30,000
    IDOLS ASIDE MINISTRIES
    222 KENTUCKY AVENUE SUITE 7
    PADUCAH,KY42003     		NONE PC SUPPORT FOR IAM LODGE 300,000
    INHEALTH COMMUNITY WELLNESS CLINIC
    109 EAST BLUFF ST
    BOSCOBEL,WI53805     		NONE PC PROGRAM SUPPORT FOR UNINSURED 10,000
    K9S FOR WARRIORS INC
    114 CAMP K9 ROAD
    PONTE VEDRA,FL32081     		NONE PC SUPPORT FAMILY RESOURCE CENTER 50,000
    KENTUCKY WESLEYAN COLLEGE
    3000 FREDERICA ST
    OWENSBORO,KY42301     		NONE PC PROGRAM SUPPORT FOR WESLEYAN KICKS 20,000
    LIFEHOUSE INC
    2710 RIEDLING DRIVE
    LOUISVILLE,KY40206     		NONE PC GENERAL OPERATING SUPPORT 15,000
    LIVING LANDS & WATERS
    17624 ROUTE 84 N
    EAST MOLINE,IL61244     		NONE PC PROGRAMMING SUPPORT FOR RIVER FLOODING CLEANUP 25,000
    LONE OAK FIRST BAPTIST CHURCH
    3601 LONE OAK RD
    PADUCAH,KY42003     		NONE PC RELIGIOUS PURPOSES 500
    MADE TO STAY PADUCAH MCCRACKEN CO INC
    126 CAMBRIDGE DRIVE
    PADUCAH,KY42001     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MARIAN WOODS INC
    152 RIDGE ROAD
    HARTSDALE,NY10530     		NONE PC SUPPORT FOR PTAC UNITS 25,850
    MARSHALL COUNTY EXCEPTIONAL CENTER
    PO BOX 423
    BENTON,KY42025     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MARTHA'S VINEYARD MISSION
    PO BOX 8307
    PADUCAH,KY420028307     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MERCY HEALTH FOUNDATION
    1530 LONE OAK ROAD
    PADUCAH,KY42003     		NONE PC PROGRAMMING SUPPORT FOR PATIENTS 190,007
    MERRYMAN HOUSE DOMESTIC CRISIS CENTER
    PO BOX 98
    PADUCAH,KY420020098     		NONE PC PROGRAMMING AND OPERATIONAL SUPPORT 14,000
    MIDWEST PROVINCE OF THE SOCIETY OF JESUS
    1010 N HOOKER ST
    CHICAGO,IL60642     		NONE PC GENERAL OPERATING SUPPORT 30,000
    MILWAUKEE CATHOLIC HOMES INC
    2462 N PROSPECT AVE
    MILWAUKEE,WI53211     		NONE PC SUPPORT OF EXPANDED SERVICES FOR RETIRED NUNS 20,000
    MILWAUKEE HABITAT FOR HUMANITY
    3726 N BOOTH ST
    MILWAUKEE,WI53212     		NONE PC SUPPORT FOR AFFORDABLE HOUSING OPTIONS 25,000
    MINISTRY OF THE GOOD SHEPHERD
    PO BOX 837
    BOCA RATON,FL334290837     		NONE PC RELIGIOUS MISSION WORK 30,000
    MISSIONARY SOCIETY OF ST COLUMBAN
    PO BOX 10
    ST COLUMBANS,NE68056     		NONE PC RELIGIOUS MISSION WORK 30,000
    MOREHEAD GATEWAY HELPING HANDS
    PO BOX 316
    MOREHEAD,KY40351     		NONE PC PROGRAM SUPPORT FOR WEEKEND BACKPACK SNACK PROGRAM 7,500
    MOSES BASKET INC
    936 OLD CALVERT CITY ROAD
    CALVERT CITY,KY42029     		NONE PC GENERAL OPERATING SUPPORT 10,000
    NATIONAL SHRINE OF OUR LADY OF PROMPT SUCCOR
    2734 NASHVILLE AVE
    NEW ORLEANS,LA701157008     		NONE PC GENERAL OPERATING SUPPORT 20,000
    NEW CONCEPT SELF DEVELOPMENT CENTER INC
    1531 WEST VILET STREET
    MILWAUKEE,WI53205     		NONE PC PROGRAMMING SUPPORT FOR FAMILY RESOURCE CENTER 15,000
    NEW HAMPSHIRE CATHOLIC CHARITIES
    215 MYRTLE ST
    MANCHESTER,NH03104     		NONE PC SUPPORT FOR EDUCATION 7,500
    NEW ORLEANS MEDICAL MISSION SERVICES INC
    PO BOX 6249
    NEW ORLEANS,LA70174     		NONE PC SUPPORT FOR MEDICAL MISSION SUPPLIES 30,000
    OSCAR CROSS BOYS & GIRLS CLUB INC
    PO BOX 203
    PADUCAH,KY420020203     		NONE PC GENERAL OPERATING SUPPORT 106,200
    OUR LADY OF PEACE
    2076 ST ANTHONY AVENUE
    ST PAUL,MN55104     		NONE PC GENERAL OPERATING SUPPORT 20,000
    OUR LADY'S INN
    8790 MANCHESTER ROAD SUITE 202
    ST LOUIS,MO63144     		NONE PC PROGRAM SUPPORT CRISIS INTERVENTION 15,000
    PADUCAH DAY NURSERY INC
    2425 SOUTH 25TH ST
    PADUCAH,KY42001     		NONE PC GENERAL OPERATING SUPPORT 40,000
    PADUCAH INTERFAITH MINISTRY INC
    402 LEGION DRIVE
    PADUCAH,KY42003     		NONE PC RELIGIOUS MISSION WORK 100,000
    PADUCAH JUNIOR COLLEGE
    PO BOX 7380
    PADUCAH,KY420027380     		NONE PC SUPPORT FOR CHALLENGER LEARNING CENTER AND ADULT EDUCATION 10,000
    PADUCAH LIFELINE MINISTRIES INC
    PO BOX 7652
    PADUCAH,KY420027652     		NONE PC SUPPORT FOR FACILITIES AND SERVICES 10,000
    PADUCAH PUBLIC SCHOOLS FOUNDATION
    PO BOX 2550
    PADUCAH,KY420022550     		NONE PC SUPPORT FOR EDUCATIONAL PROGRAMS AND RENOVATION PROJECT 35,000
    PLATTEVILLE SENIOR CENTER
    75 N BONSON STREET
    PLATTEVILLE,WI53818     		NONE PC PROGRAM SUPPORT FOR MEALS AND MORE 15,000
    POLICE FOUNDATION OF PADUCAH-MCCRACKEN CO
    PO BOX 2267
    PADUCAH,KY420022267     		NONE PC SUPPORT FOR EDUCATION AND TRAINING 38,000
    PRINCE OF PEACE CENTER
    PO BOX 89
    FARRELL,PA161210089     		NONE PC PROGRAM SUPPORT FOR H.O.P.E. ADVOCACY AND F.A.I.T.H. INITIATIVE 20,000
    PRODISEE PANTRY INC
    PO BOX 7403
    SPANISH FORT,AL36577     		NONE PC PROGRAMMING SUPPORT FOR EMERGENCY FOOD AND DISASTER RELIEF 10,000
    PROJECT CARAT PADUCAH INC
    911 JOE CLIFTON DR
    PADUCAH,KY42001     		NONE PC GENERAL OPERATING SUPPORT 20,000
    PROJECT CONCERN OF CUDAHY-STFRANCIS
    PO BOX 100093
    CUDAHY,WI53110     		NONE PC GENERAL OPERATING SUPPORT 9,000
    PROV OF ST JOSEPH OF THE CAPUCHIN ORDER
    1015 N NINTH ST
    MILWAUKEE,WI53233     		NONE PC PROGRAMMING SUPPORT FOR ST. BEN'S SUPPORT SERVICES 30,000
    RAPE VICTIM SERVICES INC
    PO BOX 8506
    PADUCAH,KY420028506     		NONE PC GENERAL OPERATING SUPPORT 332,000
    REMOTE AREA MEDICAL
    2200 STOCK CREEK BLVD
    ROCKFORD,TN37853     		NONE PC GENERAL OPERATING SUPPORT 15,000
    RESPITE VOLUNTEERS OF SHIAWASSEE
    710 W KING ST
    OWOSSA,MI48867     		NONE PC PROGRAM SUPPORT FOR RESPITE CARE 25,000
    RIVER DISCOVERY CENTER
    117 S WATER STREET
    PADUCAH,KY42001     		NONE PC SUPPORT FOR EDUCATIONAL PROGRAMMING 25,000
    ROADS TO LIFE TANZANIA
    PO BOX 157
    PRAIRIE DU CHIEN,WI538210157     		NONE PC RELIGIOUS MISSION WORK 45,000
    RONALD MCDONALD HOUSE CHARITIES OF KENTUCKY
    550 S FIRST STREET
    LOUISVILLE,KY40202     		NONE PC PROGRAMMING SUPPORT FOR ADOPT-A-NIGHT 15,000
    SACRED HEART PARISH
    602 SOUTH OREGON
    EL PASO,TX79901     		NONE PC SUPPORT FOR ADULT EDUCATION PROGRAM 15,000
    SALVATION ARMY
    PO BOX 3189
    PADUCAH,KY420023189     		NONE PC PROGRAMMING SUPPORT FOR MISSIONS 25,000
    SCHOOLS FOR HAITI INC
    301 WIOTA STREET
    CASSVILLE,WI53806     		NONE PC GENERAL OPERATING SUPPORT 40,000
    SCOTT COUNTY HOSPITALITY HOUSE INC
    207 S HAMILTON ST
    GEORGETOWN,KY40324     		NONE PC GENERAL OPERATING SUPPORT FOR TRANSITIONAL HOME 20,000
    SEAMARK RANCH
    3631 SEAMARK RANCH ROAD
    GREEN COVE SPRINGS,FL32043     		NONE PC PROGRAM SUPPORT FOR GIRLS HOME II 45,000
    SEAMEN'S CHURCH INSTITUTE
    50 BROADWAY FLOOR 26
    NEW YORK,NY100043802     		NONE PC SUPPORT FOR CHAPLAIN SERVICES 500,000
    SON OF A SAINT
    2803 ST PHILIP STREET
    NEW ORLEANS,LA70119     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SOUP FOR THE SOUL ORG INC
    PO BOX 1001
    MURRAY,KY42071     		NONE PC SUPPORT FOR SUMMER PROGRAMS 7,500
    ST CHARLES BORROMEO CATHOLIC CHURCH
    605 DEWEY STREET
    CASSVILLE,WI53806     		NONE PC PROJECT RENOVATIONS 25,000
    ST FRANCIS MISSION
    350 S OAK STREET
    ST FRANCIS,SD575720449     		NONE PC RELIGIOUS MISSION WORK 30,000
    ST JOSEPH'S INDIAN SCHOOL
    PO BOX 100
    CHAMBERLAIN,SD533250100     		NONE PC HEALTH AND COUNSELING CENTER FOR STUDENTS 30,000
    ST PATRICK'S MISSIONARY SOCIETY
    8422 W WINDSOR
    CHICAGO,IL606564252     		NONE PC RELIGIOUS MISSION WORK 30,000
    ST CHARLES YOUTH & FAMILY SERVICES INC
    151 S 84TH STREET
    MILWAUKEE,WI53214     		NONE PC PROGRAM SUPPORT HEALTHCARE 15,000
    ST COLETTA OF WISCONSIN
    N4637 COUNTY ROAD Y
    JEFFERSON,WI54549     		NONE PC PROGRAM SUPPORT FOR MOONSHOT 2.0 INITIATIVE 50,000
    ST JOHN CENTER INC
    700 EAST MUHAMMAD ALI BLVD
    LOUISVILLE,KY40202     		NONE PC SUPPORT FOR MEN'S EMERGENCY DAY SHELTER & SOCIAL SERVICES CENTER 25,000
    ST MARY SCHOOL SYSTEM
    1243 ELMDALE RD
    PADUCAH,KY42003     		NONE PC SUPPORT FOR EDUCATIONAL PROGRAMS 25,200
    ST THOMAS MORE CATHOLIC CHURCH
    5645 BLANDVILLE ROAD
    PADUCAH,KY42001     		NONE PC SUPPORT FOR GENERAL OPERATIONS AND SPECIAL PROJECT 125,000
    THE ARC NORTH FLORIDA INC
    511 GOLDKIST BOULEVARD SW
    LIVE OAK,FL32064     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE EXCEPTIONAL FOUNDATION
    116 OXMOOR ROAD
    BIRMINGHAM,AL35209     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE GOOD SHEPHERD NATIVITY MISSION SCHOOL
    353 BARONNE STREET
    NEW ORLEANS,LA70112     		NONE PC PROGRAM SUPPORT FOR GSS ACADEMIC INTERVENTION 25,000
    THE HARRY TOMPSON CENTER
    1803 GRAVIER ST
    NEW ORLEANS,LA70112     		NONE PC PROGRAM SUPPORT FOR THE REBUILD CENTER 25,000
    THE LUTHERAN HOME INC
    7500 W NORTH AVENUE
    WAUWATOSA,WI53213     		NONE PC SUPPORT FOR LOVE REMEMBERS CAMPAIGN 100,000
    THE NEMOURS FOUNDATION
    10140 CENTURION PARKWAY
    JACKSONVILLE,FL32256     		NONE PC PROGRAMMING SUPPORT FOR THERAPY 20,000
    THE PIARIST SCHOOL
    PO BOX 369
    HAGERHILL,KY41222     		NONE PC RELIGIOUS MISSION WORK 30,000
    TOM COUGHLIN JAY FUND FOUNDATION INC
    PO BOX 50798
    JACKSONVILLE BEACH,FL32240     		NONE PC PROGRAMMING SUPPORT FOR FAMILIES OF PATIENTS 10,000
    UNIVERSITY OF TEXAS FOUNDATION
    9011 MOUNTAIN RIDGE DRIVE SUITE 150
    AUSTIN,TX78759     		NONE PC HEALTHCARE SUPPORT 55,000
    VALLEY OF OUR LADY MONASTERY
    E11096 YANKE DRIVE
    PRAIRIE DU SAC,WI53578     		NONE PC SUPPORT FOR NEW MONASTERY PROJECT 15,000
    VANDERBILT UNIVERSITY MEDICAL CENTER
    3322 WEST END AVENUE SUITE 900
    NASHVILLE,TN37203     		NONE PC PROGRAMMING SUPPORT FOR HEALTHCARE 100,000
    VICTIMS OF MILWAUKEE VIOLENCE BURIAL FUND
    11414 W PARK PLACE 202
    MILWAUKEE,WI53223     		NONE PC PROGRAM SUPPORT FOR GRIEF SUPPORT GROUP 4,000
    VICTORY GARDEN INITIATIVE INC
    249 E CONCORDIA AVENUE
    MILWAUKEE,WI53212     		NONE PC SUPPORT FOR THE VGI COMMUNITY ROOM 20,000
    VICTORY THROUGH GRACE MINISTRIES
    2025 CLARKLINE RD
    PADUCAH,KY42001     		NONE PC GENERAL OPERATING SUPPORT 50,000
    VILLAGE OF CASSVILLE
    100 W AMELIA STREET
    CASSVILLE,WI53806     		NONE GOV PUBLIC SERVICE 30,000
    WESTERN COLORADO COMMUNITY FOUNDATION
    PO BOX 4334
    GRAND JUNCTION,CO81502     		NONE PC PROGRAMMING SUPPORT FOR COMMUNITY FUND 10,000
    WESTERN KENTUCKY YOUTH CAMP
    2960 LONE OAK ROAD
    PADUCAH,KY42003     		NONE PC SUPPORT FOR STRONGER TOGETHER CAMPAIGN 20,000
    WI LUTHERAN CHILD & FAMILY SERVICES INC
    W175 N11120 STONEWOOD DR
    GERMANTOWN,WI53022     		NONE PC SUPPORT FOR COUNSELING IN INNER CITY SCHOOLS 30,000
    WISCONSIN HISTORICAL FOUNDATION INC
    PO BOX 260050
    MADISON,WI537260050     		NONE PC SUPPORT FOR STONEFIELD HISTORICAL SITE 30,000
    WOMEN'S CARE CENTER MADISON INC
    3711 ORIN ROAD
    MADISON,WI53704     		NONE PC SUPPORT FOR EDUCATIONAL PROGRAMMING 20,000
    XAVERIAN MISSIONARY FATHERS
    4500 XAVIER DRIVE
    FRANKLIN,WI531329066     		NONE PC GENERAL OPERATING SUPPORT 30,000
    Total .................................bullet 3a 7,231,957
    bApproved for future payment
    CHRISTIAN ACTIVITY CENTER
    PO BOX 2525
    EAST ST LOUIS,IL62201     		NONE PC GENERAL OPERATING SUPPORT 25,000
    MERCY HEALTH FOUNDATION
    1530 LONE OAK ROAD
    PADUCAH,KY42003     		NONE PC PROGRAMMING SUPPORT FOR PALLIATIVE CARE 240,574
    VILLAGE OF CASSVILLE
    100 W AMELIA STREET
    CASSVILLE,WI53806     		NONE GOV PUBLIC SERVICE 580,000
    Total .................................bullet 3b 845,574
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 36,486  
    4 Dividends and interest from securities....     14 3,875,476  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 4,645  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,945,396  
    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 6,862,003 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,862,003
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description