-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
10-01-2019
, and ending
09-30-2020
Name of foundation
THE LYLE B & WANDA K GANYARD SCHOLARSHIP TR
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 1558 DEPT EA5W86
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS
,
OH
43216
A Employer identification number
34-6820819
B
Telephone number (see instructions)
(330) 384-7302
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
717,201
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
15,994
15,982
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
28,976
b
Gross sales price for all assets on line 6a
458,625
7
Capital gain net income (from Part IV, line 2)
...
28,976
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
........
44,970
44,958
13
Compensation of officers, directors, trustees, etc.
10,543
5,272
5,272
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
1,105
553
0
553
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
649
49
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)
.......
200
100
100
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
12,497
5,974
0
5,925
25
Contributions, gifts, grants paid
.......
42,840
42,840
26
Total expenses and disbursements.
Add lines 24 and 25
55,337
5,974
0
48,765
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-10,367
b
Net investment income
(if negative, enter -0-)
38,984
c
Adjusted net income
(if negative, enter -0-)
...
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
25,158
33,438
33,438
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
332,424
c
Investments—corporate bonds (attach schedule)
.......
249,431
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
563,578
683,763
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
607,013
597,016
717,201
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
607,013
597,016
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
607,013
597,016
30
Total liabilities and net assets/fund balances
(see instructions)
.
607,013
597,016
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
607,013
2
Enter amount from Part I, line 27a
.....................
2
-10,367
3
Other increases not included in line 2 (itemize)
3
370
4
Add lines 1, 2, and 3
..........................
4
597,016
5
Decreases not included in line 2 (itemize)
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
597,016
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
3. ABBOTT LABORATORIES
2020-03-03
2020-05-06
b
6. ABBOTT LABORATORIES
2020-03-03
2020-06-23
c
1. ABBOTT LABORATORIES
2020-03-03
2020-08-12
d
71. ABBVIE INC
2020-01-14
e
3. ACTIVISION BLIZZARD INC
2020-03-17
2020-05-06
7. ACTIVISION BLIZZARD INC
2020-03-17
2020-06-23
1. ACTIVISION BLIZZARD INC
2020-03-17
2020-08-12
1. ADOBE SYS INC W/1 RT/SH
2018-10-22
2020-05-06
1. ADOBE SYS INC W/1 RT/SH
2018-10-22
2020-06-23
1. ADOBE SYS INC W/1 RT/SH
2018-10-22
2020-08-12
8. ADVANCED MICRO DEVICES INC W/1
2020-04-14
2020-05-06
14. ADVANCED MICRO DEVICES INC W/1
2020-04-14
2020-06-23
3. ADVANCED MICRO DEVICES INC W/1
2020-04-14
2020-08-12
1. ALPHABET INCORPORATION
2018-07-19
2020-05-06
1. ALPHABET INCORPORATION
2016-04-25
2020-06-23
2. AMAZON.COM INC
2020-01-14
1. AMAZON.COM INC
2017-08-24
2020-06-23
4. AMERICAN EXPRESS COMPANY
2020-01-14
2020-05-06
9. AMERICAN EXPRESS COMPANY
2020-01-14
2020-06-23
92. AMERICAN EXPRESS COMPANY
2020-08-12
51. AMERISOURCEBERGEN CORP
2020-01-14
1. ANALOG DEVICES
2019-09-10
2020-05-06
4. ANALOG DEVICES
2020-06-19
2020-06-23
2. APPLE COMPUTER
2020-05-06
4. APPLE COMPUTER
2009-06-29
2020-06-23
3. APPLE COMPUTER
2009-06-29
2020-09-15
22. BECTON DICKINSON AND CO.
2020-03-03
1. BECTON DICKINSON AND CO.
2019-12-17
2020-03-03
55. BRISTOL-MYERS SQUIBB CO
2019-01-07
2019-11-19
1. BROADCOM INC
2018-09-25
2020-05-06
2. BROADCOM INC
2017-08-10
2020-06-23
19. BROADCOM INC
2017-08-10
2020-08-12
4. BROADCOM INC
2020-08-12
3. CBOE GLOBAL MARKETS INC
2018-09-25
2020-05-06
35. CBOE GLOBAL MARKETS INC
2018-09-25
2020-06-19
16. CBOE GLOBAL MARKETS INC
2020-06-19
28. CHEVRONTEXACO CORP
2019-01-07
2020-03-17
5. CHEVRONTEXACO CORP
2020-03-17
104. CISCO SYSTEMS, INC.
2020-01-14
45.00131 COMCAST CORP
2020-03-03
22.99869 COMCAST CORP
2019-06-19
2020-03-03
6. COMCAST CORP
2019-03-20
2020-05-06
11. COMCAST CORP
2019-06-19
2020-06-23
128. COMCAST CORP
2020-08-12
7. CONSTELLATION BRANDS INC CL A
2018-11-27
2019-11-19
23. CONSTELLATION BRANDS INC CL A
2019-11-19
7. CROWN CASTLE INTERNATIONAL CORP
2020-04-14
36. CROWN CASTLE INTERNATIONAL CORP
2020-04-14
13. DIGITAL REALTY TRUST (REIT)
2020-04-14
1. DIGITAL REALTY TRUST (REIT)
2018-11-27
2020-05-06
2. DIGITAL REALTY TRUST (REIT)
2018-11-27
2020-06-23
3. DISNEY (WALT) CO
2019-01-07
2020-05-06
28. DISNEY (WALT) CO
2019-01-07
2020-06-19
3. DISNEY (WALT) CO
2019-01-07
2020-06-23
35. DISNEY (WALT) CO
2020-08-12
3. DISNEY (WALT) CO
2019-01-07
2020-08-12
48. DOLLAR TREE INC
2020-01-14
3. DOLLAR TREE INC
2019-12-17
2020-01-14
7. EDWARDS LIFESCIENCES CORP
2019-11-19
1. EDWARDS LIFESCIENCES CORP
2020-01-14
2020-03-03
25. EDWARDS LIFESCIENCES CORP
2017-10-31
2020-03-03
2. FACEBOOK INC CL-A
2020-05-06
5. FACEBOOK INC CL-A
2016-11-29
2020-06-23
1. FACEBOOK INC CL-A
2016-11-29
2020-08-12
34.656 FEDERATED INSTITUTIONAL HIGH-YIELD BOND
2015-07-13
2020-03-10
7.11 FEDERATED INSTITUTIONAL HIGH-YIELD BOND
2020-06-24
228.59 FEDERATED INSTITUTIONAL HIGH-YIELD BOND
2015-07-13
2020-08-13
127.243 FEDERATED TOTAL RETURN BOND FUND-R6
2012-09-04
2019-11-20
146.141 FEDERATED TOTAL RETURN BOND FUND-R6
2012-09-04
2020-03-10
97.95222 FEDERATED TOTAL RETURN BOND FUND-R6
2012-09-04
2020-04-24
144.10278 FEDERATED TOTAL RETURN BOND FUND-R6
2012-09-04
2020-04-24
34.99 FEDERATED TOTAL RETURN BOND FUND-R6
2012-09-04
2020-06-24
594.46 FEDERATED TOTAL RETURN BOND FUND-R6
2012-09-04
2020-08-13
31. FISERV INC
2018-11-27
2020-04-14
16. FISERV INC
2020-04-14
32.009 GOLDMAN SACHS INFLATION PROTECTED SECUR
2018-03-14
2020-03-10
38.043 GOLDMAN SACHS INFLATION PROTECTED SECUR
2019-04-08
2020-04-24
4.15 GOLDMAN SACHS INFLATION PROTECTED SECUR
2019-04-08
2020-06-24
67.25 GOLDMAN SACHS INFLATION PROTECTED SECUR
2019-07-19
2020-08-13
26.549 GUGGENHEIM LIMITED DURATION FUND
2019-07-19
2020-03-10
7.34 GUGGENHEIM LIMITED DURATION FUND
2019-05-20
2020-06-24
119.67 GUGGENHEIM LIMITED DURATION FUND
2020-08-13
1. HOME DEPOT INC.
2019-09-10
2020-05-06
3. HOME DEPOT INC.
2019-09-10
2020-06-23
2. HONEYWELL INTL INC COM
2020-05-06
2. HONEYWELL INTL INC COM
2016-09-15
2020-06-23
6. HONEYWELL INTL INC COM
2020-08-12
25. HONEYWELL INTL INC COM
2016-09-15
2020-08-12
1. INTUIT INC
2018-06-14
2020-05-06
3. INTUIT INC
2020-06-23
10. INTUIT INC
2015-05-19
2020-08-12
1. INTUITIVE SURGICAL INC
2018-09-25
2020-05-06
1. INTUITIVE SURGICAL INC
2018-09-25
2020-06-23
1. ISHARES COMEX GOLD TR
2020-08-12
2020-09-15
3. ISHARES S & P SMALLCAP 600
2019-12-17
72. ISHARES S & P SMALLCAP 600
2019-12-17
47. ISHARES S & P SMALLCAP 600
2020-01-14
8. ISHARES S & P SMALLCAP 600
2012-02-22
2020-03-09
5. ISHARES S & P SMALLCAP 600
2012-02-22
2020-05-06
9. ISHARES S & P SMALLCAP 600
2012-02-22
2020-06-23
1. ISHARES S & P SMALLCAP 600
2012-02-22
2020-09-15
436.903 LORD ABBETT SHORT DURATION INCOME FUND
2017-08-25
2019-11-20
499.974 LORD ABBETT SHORT DURATION INCOME FUND
2017-08-25
2020-03-10
1106.92467 LORD ABBETT SHORT DURATION INCOME FUND
2017-08-25
2020-04-24
1357.11733 LORD ABBETT SHORT DURATION INCOME FUND
2017-08-25
2020-04-24
111.99 LORD ABBETT SHORT DURATION INCOME FUND
2017-08-25
2020-06-24
4466.71 LORD ABBETT SHORT DURATION INCOME FUND
2020-08-13
58.489 MFS GLOBAL REAL ESTATE FUND
2019-12-18
91.538 MFS GLOBAL REAL ESTATE FUND
2018-12-12
2020-05-07
134.96 MFS GLOBAL REAL ESTATE FUND
2018-12-12
2020-06-24
830.6 MFS GLOBAL REAL ESTATE FUND
2020-08-13
.96 MFS GLOBAL REAL ESTATE FUND
2018-12-12
2020-09-16
2.56 MFS GLOBAL REAL ESTATE FUND
2019-11-20
2020-09-16
2. MASTERCARD INC CLASS A
2018-09-12
2020-05-06
3. MASTERCARD INC CLASS A
2018-09-12
2020-06-23
6. MASTERCARD INC CLASS A
2020-08-12
1. MCDONALDS CORP
2018-10-22
2020-05-06
2. MCDONALDS CORP
2017-08-10
2020-06-23
21. MCDONALDS CORP
2017-08-10
2020-08-12
5. MCDONALDS CORP
2020-08-12
4. MERCK CO INC
2019-03-20
2020-05-06
6. MERCK CO INC
2019-06-19
2020-06-23
1. MERCK CO INC
2019-06-19
2020-08-12
14. MERCK CO INC
2020-09-15
59. MERCK CO INC
2020-09-15
55.496 METROPOLITAN WEST UNC BD-I
2019-07-19
2020-03-10
8.17 METROPOLITAN WEST UNC BD-I
2019-07-19
2020-06-24
141.7 METROPOLITAN WEST UNC BD-I
2019-07-19
2020-08-13
16. MICROSOFT CORP
2019-11-19
4. MICROSOFT CORP
2020-05-06
7. MICROSOFT CORP
2018-04-20
2020-06-23
1. MICROSOFT CORP
2018-04-20
2020-08-12
1. NETFLIX INC
2018-10-22
2020-05-06
1. NETFLIX INC
2018-10-22
2020-06-23
17.016 AMERICAN FUNDS - NEW WORLD FUND
2018-03-14
2019-12-18
171.417 AMERICAN FUNDS - NEW WORLD FUND
2019-12-18
14.006 AMERICAN FUNDS - NEW WORLD FUND
2020-05-07
25.41 AMERICAN FUNDS - NEW WORLD FUND
2020-06-24
.38 AMERICAN FUNDS - NEW WORLD FUND
2018-03-14
2020-09-16
19. NEXTERA ENERGY, INC
2020-03-17
3. NEXTERA ENERGY, INC
2020-03-17
2. NIKE INC CL B
2020-03-17
2020-05-06
5. NIKE INC CL B
2020-03-17
2020-06-23
2. NIKE INC CL B
2020-03-17
2020-08-12
2. NORTHROP GRUMMAN CORP W/1 RT/SH
2017-08-10
2020-06-23
8. NORTHROP GRUMMAN CORP W/1 RT/SH
2020-09-15
2. NVIDIA CORP
2020-03-09
2020-05-06
11. NVIDIA CORP
2020-06-19
3. NVIDIA CORP
2019-12-17
2020-06-23
175.824 NUVEEN EQUITY MARKET NEUTRAL FUND
2019-11-20
20.011 NUVEEN EQUITY MARKET NEUTRAL FUND
2018-12-12
2019-12-18
20.052 NUVEEN EQUITY MARKET NEUTRAL FUND
2020-01-15
2020-03-10
438.616 NUVEEN EQUITY MARKET NEUTRAL FUND
2020-03-10
2. O'REILLY AUTOMOTIVE INC
2020-06-19
10. O'REILLY AUTOMOTIVE INC
2017-10-05
2020-06-19
1. PARKER HANNIFIN CORP
2020-03-03
2020-05-06
3. PARKER HANNIFIN CORP
2020-03-03
2020-06-23
1. PEPSICO INC
2019-01-07
2020-05-06
2. PEPSICO INC
2019-01-07
2020-06-23
69. PFIZER INC
2020-03-03
4. PFIZER INC
2019-12-17
2020-03-03
113.257 PIMCO INCOME FUND
2017-08-25
2019-11-20
131.463 PIMCO INCOME FUND
2020-03-10
4342.049 PIMCO INCOME FUND
2020-04-24
120.813 PIMCO LONG DURATION TOTAL RETURN FUND
2017-08-25
2020-03-10
183.608 PIMCO LONG DURATION TOTAL RETURN FUND
2017-08-25
2020-04-24
16.56 PIMCO LONG DURATION TOTAL RETURN FUND
2017-08-25
2020-06-24
317.8 PIMCO LONG DURATION TOTAL RETURN FUND
2017-08-25
2020-08-13
2. PRICE T ROWE GROUP INC
2018-11-27
2020-05-06
3. PRICE T ROWE GROUP INC
2018-11-27
2020-06-23
2. PROCTER & GAMBLE CO
2019-12-17
2020-05-06
3. PROCTER & GAMBLE CO
2019-06-19
2020-06-23
1. PROCTER & GAMBLE CO
2019-06-19
2020-08-12
2. SALESFORCE.COM INC
2018-09-12
2020-05-06
27. SALESFORCE.COM INC
2018-09-12
2020-06-19
3. SALESFORCE.COM INC
2018-09-12
2020-06-23
1. SHERWIN WILLIAMS CO
2020-06-19
2020-06-23
1. SNAP INC - A
2020-08-12
2020-09-15
5. STARBUCKS CORP
2020-01-14
2020-05-06
9. STARBUCKS CORP
2020-01-14
2020-06-23
100. STARBUCKS CORP
2020-08-12
1. STRYKER CORP
2020-01-14
2020-05-06
4. STRYKER CORP
2019-11-19
2020-06-23
1. STRYKER CORP
2019-11-19
2020-08-12
23. STRYKER CORP
2020-09-15
5. TJX COMPANIES INC W/1 RT/SH
2017-01-12
2020-05-06
10. TJX COMPANIES INC W/1 RT/SH
2017-01-12
2020-06-23
65. TJX COMPANIES INC W/1 RT/SH
2020-08-12
47. TJX COMPANIES INC W/1 RT/SH
2020-08-12
2. TEXAS INSTRUMENTS INC.
2019-12-17
2020-01-14
22. TEXAS INSTRUMENTS INC.
2016-04-25
2020-01-14
1. THERMO ELECTRON CORP W/1 RT/SH
2018-06-14
2020-05-06
3. THERMO ELECTRON CORP W/1 RT/SH
2017-08-10
2020-06-23
262.705 TOUCHSTONE MID CAP FUND
2019-12-18
195.579 TOUCHSTONE MID CAP FUND
2019-09-11
2020-01-15
4.163 TOUCHSTONE MID CAP FUND
2019-09-11
2020-03-10
22.532 TOUCHSTONE MID CAP FUND
2019-09-11
2020-05-07
44.99 TOUCHSTONE MID CAP FUND
2019-09-11
2020-06-24
1.83 TOUCHSTONE MID CAP FUND
2019-09-11
2020-09-16
1. UNION PACIFIC CORP
2017-12-15
2020-05-06
2. UNION PACIFIC CORP
2017-12-15
2020-06-23
28. VANGUARD EUROPE PACIFIC
2018-01-11
2020-01-14
13. VANGUARD EUROPE PACIFIC
2018-01-11
2020-03-03
39. VANGUARD EUROPE PACIFIC
2020-05-06
74. VANGUARD EUROPE PACIFIC
2020-06-23
317. VANGUARD EUROPE PACIFIC
2020-08-12
537. VANGUARD EUROPE PACIFIC
2020-08-12
2. VISA INC CL A
2020-05-06
5. VISA INC CL A
2018-09-12
2020-06-23
12. VISA INC CL A
2020-08-12
33.09 WESTERN ASSET CORE PLUS BD I
2020-05-07
2020-06-24
619.42 WESTERN ASSET CORE PLUS BD I
2020-08-13
. CLASS ACTION SETTLEMENT
2020-02-07
. CLASS ACTION PROCEEDS
2020-03-10
6. ACCENTURE LTD CLASS A
2020-03-17
25. ACCENTURE LTD CLASS A
2020-03-17
1. CHUBB LIMITED
2019-09-10
2020-05-06
4. CHUBB LIMITED
2019-09-10
2020-06-23
1. CHUBB LIMITED
2019-09-10
2020-08-12
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
278
245
33
b
549
490
59
c
101
82
19
d
6,256
4,989
1,267
e
217
165
52
537
385
152
81
55
26
363
250
113
441
250
191
446
250
196
422
431
-9
759
754
5
244
161
83
1,362
1,203
159
1,468
739
729
3,745
2,546
1,199
2,772
954
1,818
340
517
-177
893
1,163
-270
9,358
11,286
-1,928
4,497
4,072
425
106
113
-7
494
496
-2
605
242
363
1,472
82
1,390
353
15
338
5,365
5,423
-58
244
270
-26
3,127
2,652
475
268
249
19
624
485
139
6,353
4,603
1,750
1,338
1,138
200
298
309
-11
3,560
3,603
-43
1,627
1,827
-200
1,925
3,137
-1,212
344
482
-138
4,968
5,513
-545
1,907
1,968
-61
975
1,006
-31
213
236
-23
432
439
-7
5,556
5,048
508
1,256
1,383
-127
4,126
5,021
-895
1,146
1,029
117
5,893
3,640
2,253
1,910
1,467
443
149
111
38
284
221
63
304
333
-29
3,353
3,104
249
349
333
16
4,600
4,210
390
394
333
61
4,292
4,505
-213
268
281
-13
1,716
777
939
213
235
-22
5,334
2,556
2,778
421
275
146
1,215
608
607
262
122
140
323
344
-21
67
71
-4
2,210
2,258
-48
1,407
1,473
-66
1,643
1,692
-49
1,102
1,134
-32
1,621
1,669
-48
403
405
-2
6,937
6,883
54
3,031
2,396
635
1,564
1,575
-11
351
333
18
426
398
28
47
43
4
775
716
59
663
655
8
185
181
4
3,049
2,950
99
226
232
-6
754
697
57
267
258
9
292
218
74
960
973
-13
3,998
2,730
1,268
277
209
68
882
624
258
3,044
1,033
2,011
521
570
-49
589
570
19
19
19
249
264
-15
5,969
5,730
239
3,949
3,172
777
534
302
232
301
189
112
612
340
272
72
38
34
1,839
1,874
-35
2,090
2,145
-55
4,461
4,749
-288
5,469
5,822
-353
464
483
-19
18,626
19,182
-556
1,000
923
77
1,302
1,443
-141
2,047
2,127
-80
13,514
13,992
-478
16
15
1
43
47
-4
548
428
120
925
642
283
1,964
1,089
875
180
168
12
375
314
61
4,316
3,296
1,020
1,028
969
59
311
329
-18
465
510
-45
82
85
-3
1,181
1,173
8
4,978
4,862
116
657
660
-3
96
97
-1
1,686
1,686
2,416
1,541
875
733
392
341
1,416
666
750
209
95
114
435
328
107
469
328
141
1,240
1,244
-4
12,491
11,944
547
843
987
-144
1,731
1,773
-42
28
26
2
4,171
3,298
873
659
778
-119
176
138
38
509
345
164
208
138
70
616
541
75
2,711
1,945
766
599
509
90
4,084
2,577
1,507
1,139
682
457
4,165
4,503
-338
472
512
-40
430
455
-25
9,400
11,215
-1,815
856
825
31
4,281
2,114
2,167
154
193
-39
551
578
-27
131
110
21
263
220
43
2,405
3,006
-601
139
157
-18
1,357
1,415
-58
1,539
1,638
-99
48,110
53,603
-5,493
1,421
1,352
69
2,176
2,055
121
196
185
11
3,858
3,556
302
217
191
26
378
286
92
230
250
-20
354
329
25
135
110
25
328
309
19
5,087
4,171
916
569
463
106
576
591
-15
25
22
3
369
455
-86
682
819
-137
7,865
8,472
-607
188
208
-20
746
828
-82
191
207
-16
4,819
4,755
64
238
190
48
533
379
154
3,706
3,321
385
2,680
1,701
979
261
253
8
2,866
1,296
1,570
337
216
121
1,069
516
553
10,603
10,353
250
8,052
7,653
399
149
163
-14
767
882
-115
1,618
1,760
-142
73
71
2
155
131
24
339
262
77
1,238
1,298
-60
520
604
-84
1,362
1,809
-447
2,924
3,405
-481
13,352
13,534
-182
22,618
23,527
-909
358
296
62
994
732
262
2,388
1,370
1,018
406
394
12
7,755
7,366
389
43
43
40
40
950
1,110
-160
3,957
3,644
313
97
159
-62
518
636
-118
131
161
-30
2,495
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
33
b
59
c
19
d
1,267
e
52
152
26
113
191
196
-9
5
83
159
729
1,199
1,818
-177
-270
-1,928
425
-7
-2
363
1,390
338
-58
-26
475
19
139
1,750
200
-11
-43
-200
-1,212
-138
-545
-61
-31
-23
-7
508
-127
-895
117
2,253
443
38
63
-29
249
16
390
61
-213
-13
939
-22
2,778
146
607
140
-21
-4
-48
-66
-49
-32
-48
-2
54
635
-11
18
28
4
59
8
4
99
-6
57
9
74
-13
1,268
68
258
2,011
-49
19
-15
239
777
232
112
272
34
-35
-55
-288
-353
-19
-556
77
-141
-80
-478
1
-4
120
283
875
12
61
1,020
59
-18
-45
-3
8
116
-3
-1
875
341
750
114
107
141
-4
547
-144
-42
2
873
-119
38
164
70
75
766
90
1,507
457
-338
-40
-25
-1,815
31
2,167
-39
-27
21
43
-601
-18
-58
-99
-5,493
69
121
11
302
26
92
-20
25
25
19
916
106
-15
3
-86
-137
-607
-20
-82
-16
64
48
154
385
979
8
1,570
121
553
250
399
-14
-115
-142
2
24
77
-60
-84
-447
-481
-182
-909
62
262
1,018
12
389
43
40
-160
313
-62
-118
-30
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
28,976
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(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?
Yes
No
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
33,296
654,973
0.050836
2017
43,787
693,960
0.063097
2016
51,196
654,624
0.078207
2015
20,492
626,982
0.032684
2014
34,870
655,683
0.053181
2
Total
of line 1, column (d)
.....................
2
0.278005
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
0.055601
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
674,174
5
Multiply line 4 by line 3
......................
5
37,485
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
390
7
Add lines 5 and 6
........................
7
37,875
8
Enter qualifying distributions from Part XII, line 4
,.............
8
48,765
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
and enter “N/A" on line 1.
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
390
here
and 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
390
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
390
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
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
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
390
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
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 instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
HUNTINGTON NATIONAL BANK
Telephone no.
(330) 384-7302
Located at
PO BOX 1558 DEPT EA5W86
COLUMBUS
OH
ZIP+4
43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
HUNTINGTON NATIONAL BANK
TRUSTEE
4
10,543
PO BOX 1558 DEPT EA5W86
COLUMBUS
,
OH
43216
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(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
654,702
b
Average of monthly cash balances
.......................
1b
29,739
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
684,441
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
684,441
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
10,267
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
674,174
6
Minimum investment return.
Enter 5% of line 5
..................
6
33,709
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
33,709
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
390
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
390
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
33,319
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
33,319
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
33,319
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
48,765
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
48,765
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
390
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
48,375
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
33,319
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
13,157
d
From 2017
......
9,622
e
From 2018
......
1,081
f
Total
of lines 3a through e
........
23,860
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
48,765
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
33,319
e
Remaining amount distributed out of corpus
15,446
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
39,306
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
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
39,306
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
13,157
c
Excess from 2017
....
9,622
d
Excess from 2018
....
1,081
e
Excess from 2019
....
15,446
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
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.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ADMIN DEPT IN EITHER COPLEY OR REVE
3420 EVERETT ROAD
RICHFIELD
,
OH
44286
(330) 523-3202
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE FOMULATED BY THE RESPECTIVE HIGH SCHOOLS
c
Any submission deadlines:
DEADLINES ARE RESTABLISHED BY THE TWO HIGH SCHOOLS INVOLVED
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RECIPIENTS MUST BE GRADUATES OF COPLEY OR REVERE HIGH SCHOOLS AND THEIR FAMILIES MUST RESIDE IN ONE OF THE TWO SCHOOL DISTRICTS
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)
a
Paid during the year
AUSTIN CHEN
UNIVERSITY OF CONNECTICUT
2131 HILLSIDE ROAD
STORRS
,
CT
06269
NONE
I
SCHOLARSHIP
1,880
ELIZABETH SIMKANIN
UNIVERSITY OF AKRON
302 E BUTCHEL AVE
AKRON
,
OH
44325
NONE
I
SCHOLARSHIP
1,000
MICHAEL TOMECHKO
OHIO STATE UNIVERSITY
281 W LANE AVE
COLUMBUS
,
OH
43210
NONE
I
SCHOLARSHIP
1,000
ERIC AN
UNIVERSITY OF MICHIGAN
500 S STATE ST
ANN ARBOR
,
MI
48109
NONE
I
SCHOLARSHIP
1,000
JUN SUN
UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL
PHILADELPHIA
,
PA
19104
NONE
I
SCHOLARSHIP
3,400
MARY RICKEL
OHIO STATE UNIVERSITY
281 W LANE AVE
COLUMBUS
,
OH
43210
NONE
I
SCHOLARSHIP
1,000
ABIGAIL KRAYNAK
BOWLING GREEN STATE UNIVERSITY
200 UNIVERSITY HALL
BOWLING GREEN
,
OH
43403
NONE
I
SCHOLARSHIP
1,000
KATELYN KRAYNAK
KENT STATE UNIVERSITY
800 E SUMMIT ST
KENT
,
OH
44240
NONE
I
SCHOLARSHIP
1,000
MARIA BUCCI
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE
CLEVELAND
,
OH
44106
NONE
I
SCHOLARSHIP
1,000
MATTHEW ZHOU
OHIO STATE UNIVERSITY
281 W LANE AVE
COLUMBUS
,
OH
43210
NONE
I
SCHOLARSHIP
1,000
DAVID WARBURTON
UNIVERSITY OF DAYTON
300 COLLEGE PARK
DAYTON
,
OH
45469
NONE
I
SCHOLARSHIP
1,000
MICHAEL ABOU-ELIAS
OHIO STATE UNIVERSITY
281 W LANE AVE
COLUMBUS
,
OH
43210
NONE
I
SCHOLARSHIP
3,400
LAUREN KAVENAGH
MIAMI UNIVERSITY
501 E HIGH ST
OXFORD
,
OH
45056
NONE
I
SCHOLARSHIP
1,000
JACOB ROOSE
OHIO STATE UNIVERSITY
281 W LANE AVE
COLUMBUS
,
OH
43210
NONE
I
SCHOLARSHIP
1,000
BROOKE CAMPBELL
UNIVERSITY OF AKRON
302 E BUCHTEL AVE
AKRON
,
OH
44325
NONE
I
SCHOLARSHIP
1,000
DAVID BRITTON
UNIVERSITY OF AKRON
302 E BUCHTEL AVE
AKRON
,
OH
44325
NONE
I
SCHOLARSHIP
425
GRACE BOYLE
MIAMI UNIVERSITY
501 E HIGH ST
OXFORD
,
OH
45056
NONE
I
SCHOLARSHIP
1,000
FRANK MULARCIK
UNIVERSITY OF CINCINNATI
2600 CLIFTON AVE
CINCINNATI
,
OH
45221
NONE
I
SCHOLARSHIP
3,400
WILLIAM YANG
UNIVERSITY OF MICHIGAN
500 S STATE ST
ANN ARBOR
,
MI
48109
NONE
I
SCHOLARSHIP
3,400
JULIANNA SCOTT
CORNELL UNIVERSITY
410 THURSTON AVE
ITHACA
,
NY
14850
NONE
I
SCHOLARSHIP
1,000
ALLISON HOHENSHIL
CORNELL UNIVERSITY
410 THURSTON AVE
ITHACA
,
NY
14850
NONE
I
SCHOLARSHIP
3,750
SAMANTHA MA
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUE
CHICAGO
,
IL
60637
NONE
I
SCHOLARSHIP
1,000
KERI TOMECHKO
DUKE UNIVERSITY
BOX 90586
DURHAM
,
NC
90586
NONE
I
SCHOLARSHIP
1,000
AUSTIN CHEN
CUYAHOGA COMMUNITY COLLEGE
700 CARNEGIE AVENUE
CLEVELAND
,
OH
44115
NONE
I
SCHOLARSHIP
442
AUSTIN CHEN
UNIVERSITY OF MASSACHUSETTS AMHERST
37 MATHER DRIVE
AMHERST
,
MA
01003
NONE
I
SCHOLARSHIP
1,493
CHAN WOONG
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE
CLEVELAND
,
OH
44106
NONE
I
SCHOLARSHIP
1,250
MEHA ELANGO
UNIVERSITY OF AKRON
302 E BUCHTEL AVE
AKRON
,
OH
44325
NONE
I
SCHOLARSHIP
1,000
RACHEL NICOLE KRAUS
OHIO STATE UNIVERSITY
281 W LANE AVE
COLUMBUS
,
OH
43210
NONE
I
SCHOLARSHIP
1,000
MEDINA HOSPITAL
ATTN DIANA WARREN
1000 E WASHINGTON
MEDINA
,
OH
44256
NONE
PC
PURCHASE OF CORONARY EQUIP
2,000
Total
.................................
3a
42,840
b
Approved for future payment
Total
.................................
3b
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
15,994
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
28,976
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)
..
44,970
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
44,970
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(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?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description