Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
 
% Wilfred C Bussing III
Number and street (or P.O. box number if mail is not delivered to street address)2709 WASHINGTON AVENUE SUITE 18
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Evansville, IN47714
A Employer identification number

26-2724931
B Telephone number (see instructions)

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$23,235,543J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,182 3,182 3,182
4 Dividends and interest from securities... 276,428 276,428 276,428
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 66,963
b Gross sales price for all assets on line 6a 3,483,701
7 Capital gain net income (from Part IV, line 2)... 66,963
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 346,573 346,573 279,610
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 61,169 61,169 61,169 61,169
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,600 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,769 61,169 61,169 61,169
25 Contributions, gifts, grants paid....... 1,157,800 1,157,800
26 Total expenses and disbursements. Add lines 24 and 25 1,232,569 61,169 61,169 1,218,969
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -885,996
b Net investment income (if negative, enter -0-) 285,404
c Adjusted net income (if negative, enter -0-)... 218,441
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,091,509 2,413,418 2,413,418
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 6,777,192 Click to see attachment6,600,431 12,707,718
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,401,127 Click to see attachment6,374,332 8,114,407
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,269,828 15,388,181 23,235,543
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 16,269,828 15,388,181
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)..... 16,269,828 15,388,181
30 Total liabilities and net assets/fund balances (see instructions). 16,269,828 15,388,181
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
16,269,828
2
Enter amount from Part I, line 27a .....................
2
-885,996
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,378
4
Add lines 1, 2, and 3 ..........................
4
15,388,210
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
29
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,388,181
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2,000 sh., Constellation Brands, Inc. P 2019-01-10 2020-05-01
b 2,000 sh., Jacobs Engineering Group, Inc. P 2018-03-29 2020-05-18
c 1,000 sh., Walt Disney Co. P 2019-04-03 2020-08-05
d 564 sh., Ishares Russell 1000 Growth P 2018-10-25 2020-03-24
e 896 sh., Vanguard Consumer Discretionary ETF P 2019-12-06 2020-09-26
675 sh., Vanguard Growth ETF P 2018-10-25 2020-03-24
987 sh., Ishares Russell 1000 Growth P 2018-09-26 2020-06-29
974 sh., Vanguard Dividend Appreciation ETF P 2018-09-26 2020-06-29
8,769 sh., Vanguard Energy ETF P 2019-12-06 2020-06-29
956 sh., Vanguard Growth ETF P 2018-09-26 2020-06-29
1,967 sh., Vanguard Health Care ETF P 2019-12-06 2020-06-29
130 sh., Vanguard Index Funds S&P 500 ETF P 2018-09-26 2020-06-29
600 sh., Vanguard Mid-Cap Vipers P 2018-09-26 2020-06-29
1,034 sh., Vanguard Value ETF P 2018-09-26 2020-06-29
1,496 sh., Ishares Trust Russell 2000 Index Fund P 2018-09-26 2020-06-29
324 sh., Vanguard FTSE All-World Ex-U P 2018-04-23 2020-06-29
226 sh., Invesco FTSE Rafi US 1000 Port ETF P 2018-09-26 2020-12-31
1,520 sh., Ishares Trust Russell 2000 Index Fund P 2018-09-26 2020-12-31
57 sh., Vanguard Dividend Appreciation ETF P 2018-09-26 2020-12-31
3,501 sh., Vanguard FTSE All-World P 2018-10-25 2020-12-31
461 sh., Vanguard Index Funds S&P 500 ETF P 2018-09-26 2020-12-31
38 sh., Vanguard Info Tech ETF P 2020-06-29 2020-12-31
620 sh., Vanguard Mid-Cap Vipers P 2018-09-26 2020-12-31
28 sh., Vanguard Value ETF P 2018-09-26 2020-12-31
(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 310,615   320,851 -10,236
b 155,136   118,288 36,848
c 124,830   112,543 12,287
d 79,477   87,703 -8,226
e 125,050   164,962 -39,912
99,151   108,647 -9,496
185,084   153,439 31,645
112,080   108,088 3,992
431,147   489,161 -58,014
188,610   153,820 34,790
370,878   361,811 9,067
36,237   34,757 1,480
96,255   99,459 -3,204
101,422   115,953 -14,531
210,113   254,335 -44,222
15,409   17,710 -2,301
29,899   26,976 2,923
298,405   258,415 39,990
7,987   6,325 1,662
204,174   183,974 20,200
157,429   123,253 34,176
13,359   10,354 3,005
127,649   102,774 24,875
3,305   3,140 165
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       -10,236
b       36,848
c       12,287
d       -8,226
e       -39,912
      -9,496
      31,645
      3,992
      -58,014
      34,790
      9,067
      1,480
      -3,204
      -14,531
      -44,222
      -2,301
      2,923
      39,990
      1,662
      20,200
      34,176
      3,005
      24,875
      165
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 66,963
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 2008-08-22(attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,967
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,967
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,967
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,829
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.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 26,829
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,862
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet22,862 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletnone
    14
    The books are in care ofbulletWilfred C Bussing III Telephone no.bullet (812) 473-1060

    Located atbullet2709 Washington AvenueSuite 18EvansvilleIN ZIP+4bullet47714
    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 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (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
    Wilfred C Bussing IIIClick to see attachment President
    3.00     		0 0 0
    2709 Washington Avenue
    Suite 18
    Evansville,IN47714
    Steven G KuesterClick to see attachment Vice President
    3.00     		0 0 0
    1536 Fleener Road
    Evansville,IN47725
    Mary Ann WiseClick to see attachment Secretary-Treasurer
    1.00     		0 0 0
    3033 Gardenia Drive
    Evansville,IN47715
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,046,411
    b
    Average of monthly cash balances.......................
    1b
    1,723,109
    c
    Fair market value of all other assets (see instructions)................
    1c
    165,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,934,520
    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
    19,934,520
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    299,018
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,635,502
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    981,775
    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
    981,775
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,967
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    3,967
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    977,808
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    977,808
    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
    977,808
    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
    1,218,969
    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
    1,218,969
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,218,969
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 977,808
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 245,208
    b From 2016...... 43,060
    c From 2017...... 50,100
    d From 2018...... 393,195
    e From 2019...... 515,271
    fTotal of lines 3a through e........ 1,246,834
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,218,969
    a Applied to 2019, 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 2020 distributable amount..... 977,997
    e Remaining amount distributed out of corpus 254,572
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,501,406
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		-189
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		245,208
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,256,198
    10 Analysis of line 9:
    a Excess from 2016.... 43,060
    b Excess from 2017.... 50,100
    c Excess from 2018.... 393,195
    d Excess from 2019.... 515,271
    e Excess from 2020.... 254,572
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    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).)
    none
    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.
    none
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Albion Fellows Bacon Center
    P O Box 3164
    Evansville,IN47731     		No Relationship PC capital campaign 10,000
    Alpha and Omega Burning Bush Minist
    28 E Delaware Street
    Evansville,IN47711     		No Relationship PC general operating expense 900
    American Baseball Coaches Associati
    4101 Piedmont Parkway
    Greensboro,NC27410     		No Relationship PC general operating expense 3,500
    American Heart Association
    7272 Greenville Avenue
    Dallas,TX75231     		No Relationship PC general operating expense 1,500
    The Ark Inc
    415 Lincoln Avenue
    Evansville,IN47713     		No Relationship PC general operating expense 2,000
    Arts Council of Southwestern Indian
    212 Main Street
    Evansville,IN47708     		No Relationship PC general operating expense 1,750
    Big Brothers Big Sisters of Southwe
    2510 Waterbridge Way
    Evansville,IN47710     		No Relationship PC general operating expense 9,000
    Binding Thread Inc
    703 S Willow Road
    Evansville,IN47714     		No Relationship PC general operating expense 2,000
    Bosse High School
    1300 Washington Avenue
    Evansville,IN47714     		No Relationship GOV general operating expense 3,000
    Carver Community Organization Inc
    400 S E Eighth Street
    Evansville,IN47713     		No Relationship PC general operating expense 28,250
    Chemo Buddies Inc
    3700 Bellemeade Avenue
    Suite 118
    Evansville,IN47714     		No Relationship PC general operating expense 25,000
    Children's Center for Dance Educati
    5900 Vogel Road
    Suite A
    Evansville,IN47715     		No Relationship PC general operating expense 40,000
    The Clayton Roberson Family Foundat
    P O Box 2396
    Clarksville,IN47131     		No Relationship POF general operating expense 20,000
    Coalition of Inner City Neighborhoo
    320 S E Martin Luther King Blvd
    Suite B
    Evansville,IN47713     		No Relationship GOV general operating expense 2,000
    Community One Inc
    402 S Green River Road
    Evansville,IN47715     		No Relationship PC general operating expense 30,500
    Cystic Fibrosis Foundation
    4550 Montgomery Avenue
    Suite 1100 N
    Bethesda,MD20814     		No Relationship PC general operating expense 5,000
    Deaconess Foundation Inc
    600 Mary Street
    Evansville,IN47710     		No Relationship PC general operating expense 30,000
    Dream Center Evansville Inc
    16 W Morgan Avenue
    Evansville,IN47711     		No Relationship PC general operating expense 6,000
    Eastview Missionary Baptist Church
    805 S Garvin Street
    Evansville,IN47713     		No Relationship PC general operating expense 3,100
    ECHO Housing Corporation
    414 Baker Avenue
    Evansville,IN47710     		No Relationship PC general operating expense 9,000
    English Language Institute
    1629 Blue Spruce Drive
    Fort Collins,CO80524     		No Relationship PC general operating expense 40,000
    Environmental Law and Policy Center
    35 E Upper Wacker Drive
    Suite 16
    Chicago,IL60601     		No Relationship PC general operating expense 5,000
    Evansville African American Museum
    579 S Garvin Street
    Evansville,IN47713     		No Relationship PC general operating expense 10,000
    Evansville Area Tennis Patrons Foun
    5428 Davis Lant Drive
    Evansville,IN47715     		No Relationship PC capital campaign 75,000
    Evansville Area Tennis Patrons Foun
    5428 Davis Lant Drive
    Evansville,IN47715     		No Relationship PC general operating expense 20,000
    Evansville Christian School
    4400 Lincoln Avenue
    Evansville,IN47714     		No Relationship PC capital campaign 5,000
    Evansville Museum of Arts History
    411 S E Riverside Drive
    Evansville,IN47713     		No Relationship PC general operating expense 10,000
    Evansville Parks Foundation
    P O Box 3112
    Evansville,IN47730     		No Relationship PC general operating expense 25,000
    Evansville Philharmonic Orchestra
    20 N W Third Street
    Suite 500
    Evansville,IN47708     		No Relationship PC general operating expense 17,500
    Evansville-Area Trails Coalition In
    P O Box 932
    Evansville,IN47706     		No Relationship PC general operating expense 2,000
    Evansville Zoological Society Inc
    1545 Mesker Park Drive
    Evansville,IN47712     		No Relationship PC capital campaign 5,000
    EVSC Foundation Inc
    951 Walnut Street
    Evansville,IN47713     		No Relationship PC general operating expense 85,000
    Forest Hills Baptist Church
    2800 Hartmetz Avenue
    Evansville,IN47712     		No Relationship PC back to school outreach 5,000
    Glenwood Neighborhood Association
    320 S E Martin Luther King Blvd
    Suite B
    Evansville,IN47713     		No Relationship GOV general operating expense 1,000
    God is Good Foundation Inc
    5411 State Road 261
    47
    Newburgh,IN47630     		No Relationship PC general operating expense 5,000
    Habitat for Humanity of Evansville
    560 E Diamond Avenue
    Evansville,IN47711     		No Relationship PC general operating expense 40,000
    HarvestTime Inner City Ministries
    518 S Linwood Avenue
    Evansville,IN47713     		No Relationship PC general operating expense 2,500
    Challenger League Baseball Inc
    8126 Kings Cross Drive
    Evansville,IN47711     		No Relationship PC general operating expense 7,500
    Indiana Black Expo Inc
    3145 N Meridian Street
    Indianapolis,IN46208     		No Relationship PC general operating expense 1,500
    Community Outreach Evansville Inc
    915 Main Street
    Suite 1
    Evansville,IN47708     		No Relationship PC general operating expense 7,000
    Indiana University Foundation
    1500 N State Road 46 Bypass
    Bloomington,IN47408     		No Relationship PC capital campaign 10,000
    Israel Today Ministries
    P O Box 150288
    Arlington,TX76015     		No Relationship PC general operating expense 25,000
    Ivy Tech Foundation Inc
    50 W Fall Creek Parkway North Dr
    Indianapolis,IN46208     		No Relationship PC capital campaign 25,000
    Junior Achievement of Southwestern
    431 E Diamond Avenue
    Evansville,IN47711     		No Relationship PC general operating expense 5,000
    Junior Diabetes Research Foundation
    200 Vesey Street
    New York,NY10281     		No Relationship PC general operating expense 5,000
    Keep Evansville Beautiful Inc
    209 Main Street
    Evansville,IN47708     		No Relationship PC general operating expense 10,000
    Leadership Evansville Inc
    320 S E Martin Luther King Blvd
    Suite A
    Evansville,IN47713     		No Relationship PC general operating expense 15,000
    Lincoln Boyhood Drama Association I
    P O Box 7-21
    Lincoln City,IN47552     		No Relationship PC general operating expense 500
    Mater Dei High School
    1300 Harmony Way
    Evansville,IN47720     		No Relationship PC capital campaign 5,000
    NAACP Empowerment Programs
    4805 Mount Hope Drive
    Baltimore,MD21215     		No Relationship PC general operating expense 2,000
    National Football Foundation
    433 Las Colinas Boulevard East
    Suite 1130
    Irving,TX75039     		No Relationship PC general operating expense 1,000
    The Nature Conservancy
    620 E Ohio Street
    Indianapolis,IN46202     		No Relationship PC general operating expense 10,000
    North Junior High School
    15325 U S Highway 41 North
    Evansville,IN47725     		No Relationship PC general operating expense 750
    Evansville Community Outreach Minis
    734 W Delaware Street
    Suite 255
    Evansville,IN47710     		No Relationship PC general operating expense 7,000
    Pearls of Distinction Foundation In
    P O Box 174
    Evansville,IN47702     		No Relationship PC general operating expense 500
    Reitz Memorial High School
    1500 Lincoln Avenue
    Evansville,IN47714     		No Relationship PC capital campaign 35,000
    Indiana University Health Inc
    340 W 10th Street
    Indianapolis,IN46202     		No Relationship PC capital campaign 6,000
    Ronald McDonald House Charities of
    3540 Washington Avenue
    Evansville,IN47714     		No Relationship PC capital campaign 5,000
    St Vincent Early Learning Center In
    730 W Delaware Street
    Evansville,IN47710     		No Relationship PC capital campaign 20,000
    The Salvation Army
    1040 N Fulton Avenue
    Evansville,IN47710     		No Relationship PC general operating expense 9,000
    Samaritan's Purse
    801 Bamboo Road
    Boone,NC28607     		No Relationship PC general operating expense 5,000
    Shriners Hospitals for Children
    2900 Rocky Point Drive
    Tampa,FL33607     		No Relationship PC general operating expense 5,300
    Sisters of the Blessed Sacrament
    1663 Bristol Pike
    Bensalem,PA19020     		No Relationship PC general operating expense 2,000
    The Southwest Indiana Chamber Found
    318 Main Street
    Suite 401
    Evansville,IN47708     		No Relationship PC general operating expense 15,000
    Tri-State Food Bank Inc
    2504 Lynch Road
    Evansville,IN47711     		No Relationship PC capital campaign 25,000
    Tri-State Men's Center Inc
    P O Box 6164
    Evansville,IN47719     		No Relationship PC general operating expense 3,000
    Uncharted International
    400 S Green River Road
    Evansville,IN47715     		No Relationship PC general operating expense 3,000
    The United Caring Shelters Inc
    324 N W Sixth Street
    Evansville,IN47708     		No Relationship PC general operating expense 5,000
    United Neighborhoods of Evansville
    320 S E Martin Luther King Blvd
    Suite B
    Evansville,IN47713     		No Relationship PC general operating expense 2,000
    United Way of Southwestern Indiana
    P O Box 18
    Evansville,IN47701     		No Relationship PC COVID-19 relief 30,000
    University of Evansville
    1800 Lincoln Avenue
    Evansville,IN47722     		No Relationship PC general operating expense 2,500
    University of Southern Indiana Foun
    8600 University Boulevard
    Evansville,IN47712     		No Relationship PC general operating expense 67,000
    Vanderburgh County Humane Society I
    P O Box 6711
    Evansville,IN47719     		No Relationship PC general operating expense 39,000
    Victory Temple Church of Evansville
    121 E Maryland Street
    Evansville,IN47711     		No Relationship PC general operating expense 3,750
    Wesslman Nature Society Inc
    551 N Boeke Road
    Evansville,IN47711     		No Relationship PC general operating expense 25,000
    WNIN Tri-State Public Media Inc
    2 Main Street
    Evansville,IN47708     		No Relationship PC capital campaign 20,000
    Y and E Inc
    920 Lodge Avenue
    Evansville,IN47714     		No Relationship PC general operating expense 9,000
    Young Men's Christian Association
    516 Court Street
    Evansville,IN47708     		No Relationship PC capital campaign 34,000
    YWCA of Evansville Indiana Inc
    118 Vine Street
    Evansville,IN47708     		No Relationship PC general operating expense 9,000
    Youth First Inc
    111 S E Third Street
    Evansville,IN47708     		No Relationship PC general operating expense 50,000
    Zion Missionary Baptist Church
    1800 S Governor Street
    Evansville,IN47713     		No Relationship PC general operating expense 5,000
    Total .................................bullet 3a 1,157,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 3,182 0
    4 Dividends and interest from securities....   0 14 276,428 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0 18 66,963 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 346,573 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    346,573
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Constellation Brands Inc 2019-01 Purchase 2020-05   310,615 320,851   0   0
    Jacobs Engineering Group Inc 2018-03 Purchase 2020-05   155,136 118,288   0   0
    Walt Disney Company 2019-04 Purchase 2020-08   124,830 112,543   0   0
    Ishares Russell 1000 Growth 2018-10 Purchase 2020-03   79,477 87,703   0   0
    Vanguard Consumer Discretionary ETF 2019-12 Purchase 2020-03   125,050 164,962   0   0
    Vanguard Growth ETF 2018-10 Purchase 2020-03   99,151 108,647   0   0
    Ishares Russell 1000 Growth 2018-09 Purchase 2020-06   185,084 153,439   0   0
    Vanguard Dividend Appreciation ETF 2018-09 Purchase 2020-06   112,080 108,088   0   0
    Vanguard Energy ETF 2019-12 Purchase 2020-06   431,147 489,161   0   0
    Vanguard Growth ETF 2018-09 Purchase 2020-06   188,610 153,820   0   0
    Vanguard Health Care ETF 2019-12 Purchase 2020-06   370,878 361,811   0   0
    Vanguard Index Funds S&P 500 ETF 2018-09 Purchase 2020-06   36,237 34,757   0   0
    Vanguard Mid-Cap Vipers 2018-09 Purchase 2020-06   96,255 99,459   0   0
    Vanguard Value ETF 2018-09 Purchase 2020-06   101,422 115,953   0   0
    Ishares Trust Russell 2000 Index Fund 2018-09 Purchase 2020-06   210,113 254,335   0   0
    Vanguard FTSE All-World Ex-U 2018-04 Purchase 2020-06   15,409 17,710   0   0
    Invesco FTSE 2018-09 Purchase 2020-12   29,899 26,976   0   0
    Ishares Trust Russell 2000 Index Fund 2018-09 Purchase 2020-12   298,405 258,415   0   0
    Vanguard Dividend Appreciation ETF 2018-09 Purchase 2020-12   7,987 6,325   0   0
    Vanguard FTSE All-World 2018-10 Purchase 2020-12   204,174 183,974   0   0
    Vanguard Index Funds S&P 500 2018-09 Purchase 2020-12   157,429 123,253   0   0
    Vanguard Info Tech ETF 2020-06 Purchase 2020-12   13,359 10,354   0   0
    Vanguard Mid-Cap Vipers 2018-09 Purchase 2020-12   127,649 102,774   0   0
    Vanguard Value ETF 2018-09 Purchase 2020-12   3,305 3,140   0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3,500 sh., Abbott Laboratories 172,787 383,215
    400 sh., Alphabet, Inc. 388,661 701,056
    500 sh., Amazon.com, Inc. 751,284 1,628,465
    5,000 sh., Ametek, Inc. 108,076 604,700
    5,000 sh., AT&T, Inc. 179,400 143,800
    833 sh., Aurora Cannabis, Inc. 73,530 6,922
    3,000 sh., Cisco Systems, Inc. 103,620 134,250
    6,000 sh., Citigroup, Inc. 310,526 369,960
    2,000 sh., Constellation Brands, Inc. 0 0
    9,000 sh., Graco, Inc. 59,085 651,150
    1,000 sh., Ishares Trust Transportation Avg. ETF 196,247 220,540
    3,000 sh., Ishares Trust MSCI Emerging Markets ETF 127,620 155,010
    2,000 sh., J.P. Morgan Chase & Co. 162,816 254,140
    2,000 sh., Jacobs Engineering Group, Inc. 0 0
    1,000 sh., McKesson Corporation 156,900 173,920
    3,000 sh., Merck & Co., Inc. 173,310 245,400
    4,000 sh., Microsoft Corporation 281,297 889,680
    1,500 sh., Nvidia Corporation 290,004 783,300
    2,000 sh., Paypal Holdings, Inc. 167,996 468,400
    1,000 sh., Procter & Gamble Co. 87,138 139,140
    10,000 sh., Regions Financial Corporation 157,485 161,200
    1,000 sh., Salesforce.com, Inc. 156,490 222,530
    1,000 sh., Select Sector SPDR Trust SBI Consumer Discretionary ETF 121,169 160,780
    5,000 sh., Select Sector SPDR Trust Energy ETF 318,414 189,500
    9,000 sh., Select Sector SPDR Trust SBI International Finance ETF 171,026 265,320
    5,000 sh., Select Sector SPDR Trust SBI International Industrial ETF 344,447 442,750
    5,000 sh., Select Sector SPDR Trust Technology ETF 315,643 650,100
    4,000 sh., SPDR Series Trust S&P Regional Banking ETF 253,867 207,800
    5,000 sh., SPDR Series Trust S&P Metals Mining ETF 128,650 167,200
    4,000 sh., SPDR Series Trust S&P Insurance ETF 140,600 134,320
    4,000 sh., Teleflex, Inc. 353,819 1,646,280
    8,000 sh., Vaneck Vectors Trust Gold Miners ETF 227,200 288,160
    1,000 sh., VISA, Inc. 121,324 218,730
    1,000 sh., Walt Disney Company 0 0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Evansville Area Tennis Patrons Foundation, Inc. loan   165,000 165,000
    605 sh., Vanguard Consumer Discretionary ETF   118,600 166,484
    5,475 sh., Invesco RAFI US 1000 Port. ETF   647,276 729,270
    2,891 sh., Russell 1000 Growth   441,508 697,136
    2,025 sh., Vanguard Communication Service ETF   185,443 243,405
    5,165 sh., Vanguard Dividend Appreciation ETF   570,390 729,143
    4,268 sh., Vanguard Energy ETF   0 0
    2,863 sh., Vanguard Growth ETF   461,872 725,312
    1,751 sh., Vanguard Healthcare ETF   0 0
    2,118 sh., Vanguard Index Funds S&P 500 ETF   563,531 727,935
    1,738 sh., Vanguard Information Technology ETF   473,547 614,887
    3,509 sh., Vanguard Mid-Cap Vipers   566,976 725,556
    6,141 sh., Vanguard Value ETF   666,149 730,533
    3,709 sh., Ishares Trust Russell 2000 Index Fund   497,317 727,187
    8,823 sh., Vanguard FTSE All-World Ex-U   417,191 514,910
    5,241 sh., Vanguard Emerging Markets ETF   261,526 262,627
    16,930 sh., First Trust North American Energy Infra ETF   338,006 355,022

    TY 2020 OtherDecreasesSchedule
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Aurora Cannabis, Inc. basis adjustment 29


    TY 2020 OtherIncreasesSchedule
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Cash in lieu 2
    Pimco securities litigation 342
    Penn West U.S. securities litigation 15
    Christine Asia Co. Ltd. securities litigation 4,019


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Glenmede management fee 61,169 61,169 61,169 61,169


    TY 2020 TaxesSchedule
    Name:
    CECIL A AND MABEL LENE HAMMAN FOUNDATION INC
    EIN:
    26-2724931
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 excise taxes 13,600 0 0 0