TY 2020 Form 990PF

- TIN:

Form990-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.
bullet

Go 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
PLATE BERNICE W CHAR TRUST

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, OH43216

A Employer identification number

34-6680386

B Telephone number (see instructions)

(419) 229-3044

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

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 ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,032,456J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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...	70,414		63,683
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-85,631
b	Gross sales price for all assets on line 6a 999,788
7	Capital gain net income (from Part IV, line 2)...			0
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........	-15,217		63,683
13	Compensation of officers, directors, trustees, etc.	37,511		18,756		18,756
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		473	0	0	473
b	Accounting fees (attach schedule).......		1,000	0	0	1,000
c	Other professional fees (attach schedule)....					0
17	Interest...............	267		267		0
18	Taxes (attach schedule) (see instructions)...		261			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).......		248			248
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	39,760		19,023	0	20,477
25	Contributions, gifts, grants paid.......	229,454				229,454
26	Total expenses and disbursements. Add lines 24 and 25	269,214		19,023	0	249,931
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-284,431
b	Net investment income (if negative, enter -0-)			44,660
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	358,087	1,051,868	1,051,868
	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)	157,505
	b	Investments—corporate stock (attach schedule).......	2,628,037	2,191,333	3,694,031
	c	Investments—corporate bonds (attach schedule).......	667,261	285,389	286,557
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	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)	3,810,890	3,528,590	5,032,456
	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........	3,810,890	3,528,590
	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).....	3,810,890	3,528,590
	30	Total liabilities and net assets/fund balances (see instructions).	3,810,890	3,528,590

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,810,890

Enter amount from Part I, line 27a .....................

-284,431

Other increases not included in line 2 (itemize) bullet

2,131

Add lines 1, 2, and 3 ..........................

3,528,590

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,528,590

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	40. ANALOG DEVICES		2012-09-13	2020-06-03
b	400. CAPITAL ONE FINANCIAL CORP W/1		2017-01-06	2020-03-27
c	200. CAPITAL ONE FINANCIAL CORP W/1		2017-01-06	2020-03-31
d	100. CAPITAL ONE FINANCIAL CORP W/1		2017-01-06	2020-06-11
e	150. CONSTELLATION BRANDS INC CL A		2017-12-12	2020-03-27
	150. CONSTELLATION BRANDS INC CL A		2017-12-12	2020-06-03
	150. ILLINOIS TOOL WORKS INC COM		2017-12-12	2020-06-03
	200000. INTERCONTINENTAL EXCHANGE 2.75% 12/01/20		2019-12-26	2020-06-25
	7550. ISHARES COMEX GOLD TR		2017-12-12	2020-01-31
	7550. ISHARES COMEX GOLD TR		2017-12-12	2020-02-29
	7550. ISHARES COMEX GOLD TR		2017-12-12	2020-03-31
	7550. ISHARES COMEX GOLD TR		2017-12-12	2020-04-30
	7550. ISHARES COMEX GOLD TR		2017-12-12	2020-05-31
	1815. ISHARES COMEX GOLD TR		2017-12-12	2020-06-03
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-06-30
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-07-31
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-08-31
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-09-30
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-10-31
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-11-30
	5735. ISHARES COMEX GOLD TR		2017-12-12	2020-12-31
	206. ISHARES S & P MIDCAP 400		2017-02-23	2020-03-31
	1111. ISHARES S & P MIDCAP 400		2017-02-23	2020-06-03
	773. ISHARES S & P MIDCAP 400			2020-06-11
	1000. ISHARES S & P SMALLCAP 600		2017-12-12	2020-03-27
	533. ISHARES S & P SMALLCAP 600		2017-12-12	2020-03-31
	887. ISHARES S & P SMALLCAP 600		2017-12-12	2020-06-03
	210. ISHARES S & P SMALLCAP 600		2017-12-12	2020-06-11
	150. M & T BANK CORP		2017-12-12	2020-03-27
	140. M & T BANK CORP		2017-12-12	2020-03-31
	190. OTIS WORLDWIDE CORP		2017-12-12	2020-06-03
	75000. PARK RIDGE NJ BRD ED SCH BDS EHN: SCH BD		2010-05-27	2020-08-17
	.01 VIATRIS INC		2017-12-12	2020-12-08
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,887	1,640	3,247
b	22,233	35,380	-13,147
c	10,044	17,690	-7,646
d	6,746	8,845	-2,099
e	21,636	33,093	-11,457
	26,386	33,093	-6,707
	26,690	24,763	1,927
	201,680	201,374	306
	23	4	19
	23	4	19
	24	5	19
	24	4	20
	26	4	22
	29,284	21,738	7,546
	19		19
	20		20
	23		23
	21		21
	22		22
	21		21
	21		21
	29,408	35,667	-6,259
	205,631	192,359	13,272
	137,012	141,049	-4,037
	55,509	76,270	-20,761
	29,554	40,652	-11,098
	62,377	67,651	-5,274
	14,152	16,017	-1,865
	16,199	25,933	-9,734
	14,400	24,205	-9,805
	10,499	12,065	-1,566
	75,000	75,914	-914

			194
			194
			194
			194
			194
			194
			194
			194
			194
			194
			194
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			194

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			3,247
b			-13,147
c			-7,646
d			-2,099
e			-11,457
			-6,707
			1,927
			306
			19
			19
			19
			20
			22
			7,546
			19
			20
			23
			21
			22
			21
			21
			-6,259
			13,272
			-4,037
			-20,761
			-11,098
			-5,274
			-1,865
			-9,734
			-9,805
			-1,566
			-914

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	-85,631
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

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	621
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	0
3	Add lines 1 and 2...........................	3	621
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	621
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	528
b	Exempt foreign organizations—tax withheld at source......	6b	0
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	528
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	93
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 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 . Click to see attachment

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

HUNTINGTON NATIONAL BANK Telephone no. bullet

(330) 764-7263

Located at bullet

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 bullet

43216

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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 1	37,511
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	37,511

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 (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


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,883,936

Average of monthly cash balances.......................

660,791

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,544,727

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,544,727

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

68,171

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

4,476,556

Minimum investment return. Enter 5% of line 5..................

223,828

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.)

Minimum investment return from Part X, line 6....................

223,828

Tax on investment income for 2020 from Part VI, line 5......

621

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

621

Distributable amount before adjustments. Subtract line 2c from line 1............

223,207

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

223,207

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

223,207

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

249,931

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

249,931

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

249,931

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)

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					223,207
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......	1,249
b From 2016......	32,846
c From 2017......	35,991
d From 2018......	11,478
e From 2019......	19,011
fTotal of lines 3a through e........		100,575
4Qualifying distributions for 2020 from Part
XII, line 4: $ 249,931
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.....					223,207
e Remaining amount distributed out of corpus		26,724
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		127,299
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 ..........					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 2015 not applied on line 5 or line 7 (see instructions) ...		1,249
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		126,050
10 Analysis of line 9:
a Excess from 2016....	32,846
b Excess from 2017....	35,991
c Excess from 2018....	11,478
d Excess from 2019....	19,011
e Excess from 2020....	26,724

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 section4942(j)(3) or4942(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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

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

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

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UMCH FAMILY SERVICES ATTN JENNIFER PAINTER COLUMBUS,OH43215	NONE	PC	GENERAL SUPPORT	11,473
LIMA MEMORIAL HOSPITAL 1001 BELLEFONTAINE AVE LIMA,OH45804	NONE	PC	SUPPORT OF HOSPITAL	11,473
YMCA - LIMA OHIO C/O BILL BLEWITT EXEC SEC'Y 345 S ELIZABETH ST LIMA,OH45801	NONE	PC	SUPPORT OF PROGRAMS	45,890
BOY SCOUTS OF AMERICA BLACK SWAMP AREA COUNCIL 2100 BROAD AVE FINDLAY,OH45840	NONE	PC	SUPPORT OF BOY SCOUTS	11,473
WOODLAWN CEMETERY 1751 SPENCERVILLE ROAD LIMA,OH45805	NONE	PC	SUPPORT OF CEMETERY	11,473
APPLESEED RIDGE GIRL SCOUT COUNCIL INC 1870 W ROBB AVE LIMA,OH45805	NONE	PC	SUPPORT OF GIRL SCOUTS	11,473
BRADFIELD COMMUNITY CENTER 550 S COLLETT STREET LIMA,OH45805	NONE	PC	SUPPORT OF COMMUNITY CENTER	11,473
YWCA OF NORTHWEST OHIO 1018 JEFFERSON AVENUE TOLEDO,OH43604	NONE	PC	GENERAL SUPPORT	45,890
TRINITY UNITED METHODIST CHURCH C/O MR E S EVANS P O BOX 298 LIMA,OH45802	NONE	PC	SUPPORT OF CHURCH	68,836
Total ................................. 3a				229,454

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	70,414
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	-85,631
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)..				-15,217

13Total. Add line 12, columns (b), (d), and (e)..................

-15,217

(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 (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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

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 instructions. 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 (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,000			1,000

- TIN:

TY 2020 ExplnOfNonFilingWithAGStmt

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Statement:

The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Name of Bond	End of Year Book Value	End of Year Fair Market Value
FEDERATED SHORT/INTERMEDIATE
VANGUARD INFLATION PROTECTED
LORD ABBETT SHORT DURATION
INTERCONTINIENTAL EXCHANGE 2.7
UNITED HEALTH GROUP INC 2.875%
91324PCH3 UNITEDHEALTH GROUP I	203,798	205,007
087881BJ6 BEVERLY HILLS CA CMN	81,591	81,550

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T INC
ANALOG DEVICES INC
CISCO SYSTEMS
EXXON MOBIL CORP
NEXTERA ENERGY INC
MICROSOFT CORP
BERKSHIRE HATHAWAY INC CL B
BLACKROCK INC
HONEYWELL INTL INC
JP MORGAN CHASE CO
MARRIOTT INTERNATIONAL INC
VALERO ENERGY CORP
CHUBB LTD
ACCENTURE PLC CLA
ALPHABET INC CL A
AUTOMATIC DATA PROCESSING INC
BAXTER INTL INC
CAPITAL ONE FINANCIAL CORP
CELGENE CORP
CHURCH & DWIGHT CO INC
CONSTELLATION BRANDS
COSTCO WHOLESALE CORP
DOWDUPONT INC
EOG RESOURCES INC
EASTMAN CHEMICAL CO
EDWARDS LIFESCIENCES INC
FACEBOOK INC-A
FISERV INC
HOME DEPOT INC
ILLINOIS TOOL WORKS
ISHARES GOLD TRUST
ISHARES CORE S&P SM CAP
ISHARES CORE S&P MID CAP
KRAFT HEINZ CO
M&T BANK
MCCORMICK & CO INC
NORTHROP GRUMMAN CORP
O'REILLY AUTOMOTIVE INC
PFIZER INC
ROCKWELL AUTOMATION
ROSS STORES INC
STRYKER CORP
TEXAS INSTRUMENTS IND
THERMO FISHER SCIENTIFIC INC
UNITED TECHNOLOGIES CORP
VANGUARD FTSE DEVELOPED MKTS
VANGUARD GLBL EX-US REAL
VANGUARD FTSE EMERGING MKTS
VISA INC
STARBUCKS CORP
GARRETT MOTION INC
AMERICAN FD NEW WORLD
PROLOGIS INC
RESIDEO TOCHNOLOGIES INC
717081103 PFIZER INC	37,564	39,755
883556102 THERMO FISHER SCIENT	56,808	139,734
313907107 FEDERATED SHORT-INTE	82,062	82,538
666807102 NORTHROP GRUMMAN COR	64,539	63,991
17275R102 CISCO SYSTEMS INC	20,312	43,408
594918104 MICROSOFT CORP	22,328	193,505
74340W103 PROLOGIS INC	64,135	98,663
855244109 STARBUCKS CORP	47,424	85,584
882508104 TEXAS INSTRUMENTS IN	71,165	118,174
92556V106 VIATRIS INC	2,072	2,511
H1467J104 CHUBB LIMITED	38,871	47,561
254687106 WALT DISNEY CO/THE	5,691	9,059
032654105 ANALOG DEVICES INC	32,172	106,366
084670702 BERKSHIRE HATHAWAY C	37,052	60,750
28176E108 EDWARDS LIFESCIENCES	55,716	131,371
46120E602 INTUITIVE SURGICAL I	16,490	24,543
778296103 ROSS STORES INC	50,563	81,055
91913Y100 VALERO ENERGY CORP	50,922	54,081
92826C839 VISA INC	95,357	183,733
67103H107 O'REILLY AUTOMOTIVE	68,777	126,720
550021109 LULULEMON ATHLETICA	11,412	13,921
G1151C101 ACCENTURE LTD CLASS	42,778	73,139
452308109 ILLINOIS TOOL WORKS	24,763	30,582
571903202 MARRIOTT INTERNATION	22,148	44,061
464285105 ISHARES COMEX GOLD T	68,705	103,976
713448108 PEPSICO INC	6,620	7,415
09247X101 BLACKROCK INC	37,422	77,926
14040H105 CAPITAL ONE FINANCIA	19,450	20,759
22160K105 COSTCO WHOLESALE COR	71,455	143,176
438516106 HONEYWELL INTERNATIO	38,659	74,020
75513E101 RAYTHEON TECHNOLOGIE	28,912	27,174
543916688 LORD ABBETT SHORT DU	134,200	132,936
00206R102 ATT INC	39,488	29,910
023135106 AMAZON COM INC	22,754	32,569
071813109 BAXTER INTERNATIONAL	44,364	55,366
437076102 HOME DEPOT INC/THE	43,762	63,749
65339F101 NEXTERA ENERGY INC	31,254	138,870
654106103 NIKE INC	835	1,415
67066G104 NVIDIA CORP	12,458	20,888
00507V109 ACTIVISION BLIZZARD	3,405	4,643
02079K305 ALPHABET INCORPORATI	63,462	105,158
053015103 AUTOMATIC DATA PROCE	46,936	70,480
14448C104 CARRIER GLOBAL CORP	5,979	14,334
171340102 CHURCH & DWIGHT CO I	44,407	79,379
30303M102 FACEBOOK INC CL-A	72,865	111,996
64110L106 NETFLIX INC	17,326	21,629
337738108 FISERV INC	55,280	95,642
579780206 MCCORMICK INC/MD	46,672	87,952
773903109 ROCKWELL AUTOMATION	53,900	70,227
863667101 STRYKER CORP	53,753	85,764
871829107 SYSCO CORP	2,634	3,713
922031737 VANGUARD INFLATION-P	45,827	49,964
097023105 BOEING CO/THE	7,013	8,562
007903107 ADVANCED MICRO DEVIC	2,685	4,586
46625H100 JPMORGAN CHASE CO	47,730	95,048

- TIN:

TY 2020 InvestmentsGovtObligationsSch

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2020 LegalFeesSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
NON-ALLOCABLE LEGAL FEES	473			473

- TIN:

TY 2020 OtherExpensesSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT	248	0		248

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Description	Amount
MUTUAL FUND TIMING DIFFERENCE	1,685
COST BASIS ADJUSTMENT	446

- TIN:

TY 2020 TaxesSchedule

Name:

PLATE BERNICE W CHAR TRUST

EIN:

34-6680386

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL	261	0		0