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
CHRIST FOUNDATION
 
% Lewis D Yoder
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1180
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTVILLE, OH446321180
A Employer identification number

23-7121546
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$8,572,405
J 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) 885
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,868 4,868 0
4 Dividends and interest from securities... 183,425 183,425 0
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 -140,795
b Gross sales price for all assets on line 6a 4,199,496
7 Capital gain net income (from Part IV, line 2)... 0
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........ 48,383 188,293 0
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).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 5,201 5,201 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.......... 904 0 0 904
23 Other expenses (attach schedule)....... 465 0 0 465
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,570 5,201 0 1,369
25 Contributions, gifts, grants paid....... 384,389 384,389
26 Total expenses and disbursements. Add lines 24 and 25 390,959 5,201 0 385,758
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -342,576
b Net investment income (if negative, enter -0-) 183,092
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 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............. 46,187 46,370 46,370
2 Savings and temporary cash investments......... 1,081,200 475,299 475,299
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) 3,027,452 Click to see attachment3,210,488 3,210,567
b Investments—corporate stock (attach schedule)....... 3,533,646 Click to see attachment3,680,025 3,759,912
c Investments—corporate bonds (attach schedule)....... 1,138,020 Click to see attachment1,071,747 1,080,257
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
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) 8,826,505 8,483,929 8,572,405
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........ 2,030,317 2,030,317
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,796,188 6,453,612
29 Total net assets or fund balances (see instructions)..... 8,826,505 8,483,929
30 Total liabilities and net assets/fund balances (see instructions). 8,826,505 8,483,929
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
8,826,505
2
Enter amount from Part I, line 27a .....................
2
-342,576
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,483,929
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,483,929
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 $200,000 FORD MOTOR CREDIT NOTES P 2018-02-07 2020-01-09
b $1,775,000 U.S. TREASURY NOTES P 2017-07-17 2020-06-25
c 1680 SHRS CULLEN FROST BANK PFD P 2014-10-23 2020-03-16
d 1650 SHRS STATE STREET BANK PFD P 2014-10-23 2020-03-16
e $165,000 U.S. TREASURY NOTES P 2019-06-07 2020-06-15
$100,000 U.S. TREASURY NOTES P 2018-07-03 2020-07-31
$300,000 U.S. TREASURY NOTES P 2018-07-03 2020-07-31
$100,000 U.S. TREASURY NOTES P 2018-08-15 2020-08-31
1,475 SHRS PNC FINANCIAL PFD P 2014-04-14 2020-09-01
1,700 SHRS PNC FINANCIAL PFD P 2014-10-23 2020-09-01
1,000 ROYAL DUTCH SHELL "B" P 2019-06-07 2020-09-11
$500,000 U.S. TREASURY NOTES P 2019-04-30 2020-03-31
$165,000 JP MORGAN CHASE NOTES P 2019-12-19 2020-06-23
$50,000 GOLDMAN SACHS NOTES P 2019-09-16 2020-06-30
$50,000 WELLS FARGO NOTES P 2019-10-16 2020-07-20
$100,000 DEUTSCH BANK NOTES P 2019-11-18 2020-08-20
10,000 SHRS MARATHON OIL D 2019-10-18 2020-08-24
3,000 SHRS CONOCOPHILLIPS D 2019-10-18 2020-09-21
$200,000 U.S. TREASURY NOTES P 2020-01-14 2020-11-02
CASH IN LIEU VIATRIS P 2020-06-24 2020-11-20
VANGUARD BOND FUND P 2016-07-20 2020-12-29
$150,000 BARCLAYS BANK NOTES P 2020-06-25 2020-12-30
(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 200,000   200,685 -685
b 1,775,000   1,766,436 8,564
c 42,000   39,873 2,127
d 41,250   40,248 1,002
e 165,000   164,399 601
100,000   99,407 593
300,000   298,183 1,817
100,000   99,208 792
36,875   32,531 4,344
42,500   40,321 2,179
26,227   65,505 -39,278
500,000   499,966 34
165,000   165,000 0
50,000   50,000 0
50,000   50,000 0
100,000   100,588 -588
53,001   114,800 -61,799
102,502   163,245 -60,743
200,000   199,896 104
12   0 12
129   0 129
150,000   150,000 0
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       -685
b       8,564
c       2,127
d       1,002
e       601
      593
      1,817
      792
      4,344
      2,179
      -39,278
      34
      0
      0
      0
      -588
      -61,799
      -60,743
      104
      12
      129
      0
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 -140,795
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:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,545
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 2,545
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 2,545
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,750
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 2,750
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 10 205
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet205 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
     
    No
    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
     
    No
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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
     
     
    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 addressbullet  
    14
    The books are in care ofbulletLewis Yoder Telephone no.bullet (330) 877-1155

    Located atbullet1010 Sunnyside St SWHartvilleOH ZIP+4bullet44632
    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
     
     
    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
    Patricia MooreClick to see attachment President/Trustee
    1.00
    0 0 0
    181 Applegrove St
    Apt 327
    North Canton,OH44720
    Daniel MooreClick to see attachment Secretary/Trustee
    1.00
    0 0 0
    11961 Aebi
    Alliance,OH44601
    Randall MooreClick to see attachment Treasurer/Trustee
    1.00
    0 0 0
    648 Sawmill Rd
    Newcomerstown,OH43832
    Lewis YoderClick to see attachment Executive Director
    10.00
    0 0 0
    11072 German Church Rd
    Atwater,OH44201
    Michael OglineClick to see attachment Trustee
    1.00
    0 0 0
    1844 W State St
    Suite A
    Alliance,OH44601
    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
     
    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
     
    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)
    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
    7,972,872
    b
    Average of monthly cash balances.......................
    1b
    181,795
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,154,667
    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
    8,154,667
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    122,320
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,032,347
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    401,617
    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
    401,617
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,545
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    2,545
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    399,072
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    399,072
    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
    399,072
    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
    385,758
    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
    385,758
    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
    385,758
    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 7 399,072
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 134,094
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 385,758
    a Applied to 2019, but not more than line 2a 134,094
    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..... 251,664
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 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 ..........
    147,408
    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) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    NA
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Lewis Yoder
    P O Box 1180
    Hartville,OH44632
    (330) 877-1155
    CHRISTFOUNDATION@NEO.RR.COM
    bThe form in which applications should be submitted and information and materials they should include:
    Identity, background, religious pursuits, goals and timelines.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    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
    LOUISVILLE CHURCH OF CHRIST
    1520 CALIFORNIA AVE
    LOUISVILLE,OH44641
    No Relationship 509(a)(1) OPERTING & MISSIONS 18,600
    MIDWESTERN CHILDRENS HOME
    PO BOX 48
    PLEASANT PLAIN,OH45162
    No Relationship PC GENERAL OPERATION 1,000
    CHRISTIAN CHILDRENS HOME OF OHIO
    PO BOX 765
    WOOSTER,OH44691
    No Relationship PC GENERAL OPERATIONS 25,000
    AKRON CANTON REGIONAL FOOD BANK
    350 OPPORTUNITY PKWY
    AKRON,OH44307
    No Relationship PC GENERAL OPERATIONS 20,000
    KIDS OF SOUTH FLORIDA
    2717 W CYPRESS CREE RD
    FT LAUDERDALE,FL33309
    No Relationship PC GENERAL OPERATIONS 2,000
    DUNKLIN MEMORIAL CAMP
    3342 SW HOSANNAH LANE
    OKEECHOBEE,FL34974
    No Relationship PC GENERAL OPERATIONS 4,000
    GREATER ALLIANCE FOUNDATION
    860 W STATE ST
    ALLIANCE,OH44601
    No Relationship PF STUCKEY INTERFAITH ENDOWMENT FUND 5,000
    COMPASSION INTERNATIONAL
    PO BOX 65000
    COLORADO SPRINGS,CO80962
    No Relationship PC CHILDREN'S MINISTRY SUPPORT 214
    AMERICAN CENTER FOR LAW JUSTICE
    PO BOX 90555
    WASHINGTON,DC20090
    No Relationship PF GENERAL OPERATIONS 1,000
    PREGNANCY CHOICES
    4500 22ND ST
    CANTON,OH44708
    No Relationship PC GENERAL OPERATIONS 15,000
    MIGRANT MINISTRIES
    PO BOX 682
    HARTVILLE,OH44632
    No Relationship PC GENERAL OPERATIONS 3,000
    SPECIAL OLYMPICS OF OHIO
    PO BOX 668
    COLUMBUS,OH43216
    No Relationship PC GENERAL OPERATIONS 50
    ALLIANCE PREGNANCY CENTER
    75 GLAMORGAN ST
    ALLIANCE,OH44601
    No Relationship PC GENERAL OPERATIONS 2,000
    CHRISTIAN RECORD SERVICES
    PO BOX 6097
    LINCOLN,NE68506
    No Relationship PC GENERAL OPERATIONS 250
    CHESTNUT MOUNTAIN RANCH
    244 PONDEROSA PONDS RD
    MORGANTOWN,WV20000
    No Relationship PC GENERAL OPERATIONS 20,000
    URBAN VISION
    749 BLAINE AVE
    AKRON,OH44310
    No Relationship PC GENERAL OPERATIONS 10,000
    FIRST CARE WOMENS CLINIC
    220 N FLORIDA MANGO RD
    WEST PALM BEACH,FL33416
    No Relationship PC GENERAL OPERATIONS 500
    SHRINERS HOSPITAL FOR CHILDREN
    2900 ROCKY POINT DR
    TAMPA,FL33607
    No Relationship PC GENERAL OPERATIONS 1,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675
    No Relationship PC GENERAL OPERATIONS 1,000
    PROJECT KARE
    300 MARKET AVE N
    CANTON,OH44702
    No Relationship PC GENERAL OPERATIONS 1,000
    BILL GLASS CHAMPIONS FOR LIFE
    1010 S CEDAR RIDGE DR
    DUNCANVILLE,TX75137
    No Relationship PC PRISON MINISTRY 2,000
    LAKE COMMUNITY YMCA
    11928 KING CHURCH AVE
    UNIONTOWN,OH44685
    No Relationship PC SUMMER EXPLORERS PROGRAM 3,000
    MISSION TO AMISH PEOPLE
    575 US HWY 250
    GREENWICH,OH44837
    No Relationship PC GENERAL OPERATIONS 2,000
    THE SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC20090
    No Relationship PC GENERAL OPERATIONS 500
    RAHAB MINISTRIES
    3480 W MARKET
    SUITE 105
    FAIRLAWN,OH44333
    No Relationship PC SALARIES & GENERAL OPERATIONS 80,000
    WEAVER CHILD DEVELOPMENT CENTER
    1346 EASTHILL ST
    NORTH CANTON,OH44720
    No Relationship 509(a)(1) SCHOLARSHIPS 2,000
    REFUGE OF HOPE
    PO BOX 9361
    CANTON,OH44711
    No Relationship PC FOOD DISTRIBUTION 15,000
    LIGHTHOUSE MINISTRIES
    1931 3RD ST SE
    CANTON,OH44707
    No Relationship PC GENERAL OPERATIONS 1,000
    FOCUS ON THE FAMILY
    PO BOX 2086
    OHAHA,NE68103
    No Relationship PC GENERAL OPERATIONS 1,000
    CHURCHES OF CHRIST DISASTER RELIEF
    410 ALLIED DR
    NASHVILLE,TN37211
    No Relationship PC GENERAL OPERATIONS 3,000
    FIRST BAPTIST CHURCH OF BOYNTON BCH
    301 SEACREST BLVD
    BOYNTON BEACH,FL33435
    No Relationship 509(a)(1) GENERAL OPERATIONS 11,400
    OHIO VALLEY UNIVERSITY
    1 CAMPUS VIEW DR
    VIENNA,WV26105
    No Relationship 509(a)(1) GENERAL OPERATIONS 5,000
    MOODY BIBLE INSTITUTE
    820 N LASALLE BLVD
    CHICAGO,IL60610
    No Relationship 509(a)(1) GENERAL OPERATIONS 2,500
    GENTLEBROOK
    880 SUNNYSIDE ST SW
    HARTVILLE,OH44632
    No Relationship PC GENERAL OPERATIONS 25,000
    HAVEN OF REST MINISTRIES
    PO BOX 547
    AKRON,OH44309
    No Relationship PC GENERAL OPERATIONS 5,000
    INTL FELLOWSHIP OF CHRISTIANS JEWS
    30 NORTH LASALLE ST
    SUITE 430
    CHICAGO,IL60602
    No Relationship PC GENERAL OPERATIONS 375
    CROS MINISTRIES
    3677 23RD AVE S
    LAKE WORTH,FL33461
    No Relationship PC FOOD DISTRIBUTION 10,000
    HEARTBEAT INTERNATIONAL
    5000 ARLINGTON CENTER BLVD
    COLUMBUS,OH43220
    No Relationship PC GENERAL OPERATIONS 1,000
    LAKE FISH
    PO BOX 611
    HARTVILLE,OH44632
    No Relationship PC FOOD DISTRIBUTION 15,000
    WHOLE LATTE LOVE CAFE
    503 EASTBURY AVE NE
    NORTH CANTON,OH44720
    No Relationship PC GENERAL OPERATIONS 1,000
    LOVE OUR COMMUNITY
    2470 FINDLAY CIR
    UNIONTOWN,OH44685
    No Relationship PC GENERAL OPERATIONS 20,000
    OASIS OF HOPE
    710 N COURT ST
    MEDINA,OH44256
    No Relationship PC GENERAL OPERATIONS 2,000
    MOODY RADIO
    820 N LASALLE BLVD
    CHICAGO,IL60610
    No Relationship PC GENERAL OPERATIONS 1,000
    PALM BEACH COUNTY FOOD BANK
    525 GATOR LANE
    LANTANA,FL33462
    No Relationship PC FOOD DISTRIBUTION 20,000
    PREGNANCY SOLUTIONS
    3136 MANCHESTER RD
    AKRON,OH44319
    No Relationship PC GENERAL OPERATIONS 5,000
    SECOND HARVEST FOOD BANK
    2805 SALT SPRINGS RD
    YOUNGSTOWN,OH44509
    No Relationship PC FOOD DISTRIBUTION 10,000
    SECOND HARVEST FOOD BANK OF NC OHIO
    5510 BAUMHART RD
    LORAIN,OH44053
    No Relationship PC FOOD DISTRIBUTION 10,000
    Total .................................bullet 3a 384,389
    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 4,868 0
    4 Dividends and interest from securities....   0 14 183,425 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 -140,795 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 47,498 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,498
    (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:
    CHRIST FOUNDATION
    EIN:
    23-7121546
    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
    200000 FORD MOTOR CREDIT NOTES 2018-02 Purchase 2020-01   200,000 200,685   0   0
    1775000 US TREASURY NOTES 2017-07 Purchase 2020-01   1,775,000 1,766,436   0   0
    1680 SHRS CULLEN FROST BANK PFD 2014-10 Purchase 2020-03   42,000 39,873   0   0
    1650 SHRS STATE STREET BANK PFD 2014-10 Purchase 2020-03   41,250 40,248   0   0
    165000 US TREASURY NOTES 2019-06 Purchase 2020-06   165,000 164,399   0   0
    100000 US TREASURY NOTES 2018-07 Purchase 2020-07   100,000 99,407   0   0
    300000 US TREASURY NOTES 2018-07 Purchase 2020-07   300,000 298,183   0   0
    100000 US TREASURY NOTES 2018-08 Purchase 2020-08   100,000 99,208   0   0
    1475 SHRS PNC FINANCIAL PFD 2014-04 Purchase 2020-09   36,875 32,531   0   0
    1700 SHRS PNC FINANCIAL PFD 2014-10 Purchase 2020-09   42,500 40,321   0   0
    1000 SHRS ROYAL DUTCH SHELL B 2019-06 Purchase 2020-09   26,227 65,505   0   0
    500000 US TREASURY NOTES 2019-04 Purchase 2020-03   500,000 499,966   0   0
    165000 JP MORGAN CHASE NOTES 2019-12 Purchase 2020-06   165,000 165,000   0   0
    50000 GOLDMAN SACHS NOTES 2019-09 Purchase 2020-06   50,000 50,000   0   0
    50000 WELLS FARGO NOTES 2019-10 Purchase 2020-07   50,000 50,000   0   0
    100000 DEUTSCHE BANK NOTES 2019-11 Purchase 2020-08   100,000 100,588   0   0
    10000 SHRS MARATHON OIL 2019-10 Donations 2020-08   53,001 114,800   0   0
    3000 SHRS CONOCOPHILLIPS 2019-10 Donations 2020-09   102,502 163,245   0   0
    200000 US TREASURY NOTES 2020-01 Purchase 2020-11   200,000 199,896   0   0
    CASH IN LIEU VIATRIS 2020-06 Purchase 2020-11   12 0   0   0
    VANGUARD BOND FUND 2016-07 Purchase 2020-12   129 0   0   0
    150000 BARCLAYS BANK NOTES 2020-06 Purchase 2020-12   150,000 150,000   0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CHRIST FOUNDATION
    EIN:
    23-7121546
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FORD MOTOR CREDIT 3.219% 199,203 201,856
    FORD MOTOR CREDIT 3.339% 199,249 202,000
    APPLE BANK CD .15% 250,000 250,113
    DEUTSCHEBANK 3.125% 75,542 75,038
    SAFRA BANK CD 250,000 250,000
    GOLDMAN SACHS 2.25% 0 0
    WELLS FARGO FLOATING 4/18/21 0 0
    DEUTSCHEBANK 2.95% 0 0
    JP MORGAN CHASE 2% 0 0
    TVA 3.65%` 97,753 101,250
    FORD MOTOR CREDIT 2.681% 0 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CHRIST FOUNDATION
    EIN:
    23-7121546
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,700 SHARES AT&T 49,048 48,892
    870 SHARES BRISTOL-MYERS 50,108 53,966
    800 SHARES CVS 50,169 54,640
    430 SHARES IBM 50,101 54,128
    4,000 SHARES EXXONMOBIL 182,519 164,880
    1000 SHARES ROYAL DUTCH SHELL "B" 0 0
    1,680 SHARES CULLEN FROST BANK SER A PFD 0 0
    3,175 SHARES PNC SER Q PFD 0 0
    2,560 SHARES PFIZER 81,567 94,234
    317 SHARES VIATRIS 4,465 5,941
    1,200 SHARES VANGUARD TOTAL BOND MARKET ETF 101,268 105,828
    10,000 SHARES MARATHON OIL 0 0
    2,550 SHARES KINDER MORGAN 33,065 34,859
    33,010 SHARES CONOCOPHILLIPS 1,796,239 1,320,070
    500 SHARES OMNICOM 26,183 31,185
    6,795 SHARES MICROSOFT 939,613 1,511,344
    2,500 SHARES FIRSTENERGY 68,905 76,524
    1,400 SHARES EDISON INTERNATIONAL 70,840 87,948
    700 SHARES PINNACLE WEST 50,836 55,965
    2,900 SHARES BP 125,099 59,508
    1,650 SHARES STATE ST SER C PFD 0 0

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CHRIST FOUNDATION
    EIN:
    23-7121546
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    3,027,452
    US Government Securities - End of Year Fair Market Value:

    3,210,567
    State & Local Government Securities - End of Year Book Value:


    3,210,488
    State & Local Government Securities - End of Year Fair Market Value:


    3,210,567


    TY 2020 OtherExpensesSchedule
    Name:
    CHRIST FOUNDATION
    EIN:
    23-7121546
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office Expenses 265 0 0 265
    State Filing Fee 200 0 0 200


    TY 2020 TaxesSchedule
    Name:
    CHRIST FOUNDATION
    EIN:
    23-7121546
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax on Investment Income 2019 2,451 2,451 0 0
    Excise Tax Deposits 2020 2,750 2,750 0 0