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
PEOPLES CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 231
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUBURN, IN46706
A Employer identification number

35-1897837
B Telephone number (see instructions)

(260) 925-2500
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$5,933,473J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,246 13,246  
4 Dividends and interest from securities... 105,337 105,337  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,461
b Gross sales price for all assets on line 6a 1,541,737
7 Capital gain net income (from Part IV, line 2)... 34,461
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 153,044 153,044  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,465 73   1,392
c Other professional fees (attach schedule).... Click to see attachment 37,998 1,900   36,098
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,056 653   12,403
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,541 2,626   49,893
25 Contributions, gifts, grants paid....... 266,136 266,136
26 Total expenses and disbursements. Add lines 24 and 25 318,677 2,626   316,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -165,633
b Net investment income (if negative, enter -0-) 150,418
c Adjusted net income (if negative, enter -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............. 193,905 159,208 159,208
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,764,106 Click to see attachment4,633,170 5,774,265
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,958,011 4,792,378 5,933,473
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   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........ 4,958,011 4,792,378
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)..... 4,958,011 4,792,378
30 Total liabilities and net assets/fund balances (see instructions). 4,958,011 4,792,378
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
4,958,011
2
Enter amount from Part I, line 27a .....................
2
-165,633
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,792,378
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
4,792,378
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 149.973 SH FEDERATED INVESTORS P 2019-10-08 2020-01-30
b 4.133 SH CARILLON EAGLE MID CAP P 2018-06-28 2020-01-21
c 62 SH A O SMITH CORP P 2019-12-02 2020-11-30
d 135.431 SH FEDERATED INVESTORS P 2019-05-23 2020-02-27
e 54 SH TRIPADVISOR INC P 2019-05-23 2020-02-27
83 SH ADVANCED MICRO DEVICES P 2018-08-21 2020-02-27
11 SH CUMMINS INC P 2018-08-21 2020-08-30
349.721 SH FEDERATED INVESTORS SMLCP P 2018-11-30 2020-02-27
102.88 SH MFS INTERNATIONAL VALUE P 2018-08-21 2020-08-04
65 SH TEXTRON INC P 2018-08-21 2020-08-03
280 SH VIACOMCBS INC P 2018-08-21 2020-05-20
76.411 SH FEDERATED INVESTORS P 2019-12-23 2020-01-30
762.253 SH DOUBLELINE SHILLER ENHANC P 2017-05-18 2020-01-21
10 SH ABIOMED INC P 2019-05-23 2020-05-20
339.571 SH FEDERATED INVESTORS P 2019-12-02 2020-02-27
247 SH TRIPADVISOR INC P 2019-12-02 2020-02-27
61 SH ADVANCED MICRO DEVICES P 2018-08-21 2020-08-03
11 SH CUMMINS INC P 2018-08-21 2020-11-30
35 SH FEDEX CORP P 2018-08-21 2020-08-03
110.113 SH MFS INTERNATIONAL VALUE P 2018-08-21 2020-11-30
99 SH TEXTRON INC P 2018-08-21 2020-11-30
36 SH VIACOMCBS INC P 2019-03-06 2020-05-20
4927.11 SH VANGUARD SHORT TERM TREAS P 2019-02-04 2020-01-30
45.58 SH DOUBLELINE SHILLER ENHANCED P 2018-06-28 2020-01-21
108 SH BLOCK H & R INC P 2019-12-02 2020-11-30
58 SH FOX CORP B COM P 2020-02-27 2020-11-30
78 SH TWITTER INC P 2019-12-02 2020-02-27
16 SH ADVANCED MICRO DEVICES P 2018-08-21 2020-11-30
54 SH DAVITA INC P 2018-08-21 2020-05-20
28 SH FEDEX CORP P 2018-08-21 2020-11-30
20 SH MOTOROLA SOLUTIONS INC P 2018-08-21 2020-11-30
26 SH UNITED PARCEL SERVICE INC P 2018-08-21 2020-05-20
2280.044 SH VULCAN VALUE P 2018-08-21 2020-11-30
828.184 SH VANGUARD SHORT TERM TREAS P 2019-08-29 2020-01-30
615.427 SH FEDERATED INVESTORS P 2016-06-03 2020-01-21
47 SH BOEING CO P 2019-12-02 2020-03-20
12 SH HUMANA INC P 2020-02-27 2020-05-20
117 SH TWITTER INC P 2019-12-02 2020-11-30
7 SH AMGEN INC P 2018-11-20 2020-08-03
34 SH DAVITA INC P 2018-08-21 2020-11-30
5 SH FEDEX CORP P 2018-12-06 2020-11-30
251 SH NUCOR CORP P 2018-08-21 2020-02-27
40 SH UNITED PARCEL SERVICE INC P 2018-08-21 2020-08-03
247 SH WEYERHAEUSER COMPANY P 2019-05-23 2020-08-03
8539.924 SH VANGUARD SHORT TERM TREA P 2019-09-09 2020-01-30
15.846 SH FEDERATED INVESTORS SMLCP P 2017-05-18 2020-01-21
59 SH BRISTOL MYERS SQUIBB CO P 2019-12-02 2020-05-20
143 SH INTERNATIONAL PAPER P 2019-12-02 2020-11-30
3926.206 SH VANGUARD ST TREASURY P 2019-07-30 2020-02-27
38 SH BAXTER INTERNATIONAL INC P 2018-08-21 2020-05-20
880.708 SH DOUBLELINE SHILLER ENHANC P 2018-08-21 2020-08-04
3 SH FEDEX CORP P 2019-03-06 2020-11-30
6 SH NUCOR CORP P 2018-12-06 2020-02-27
16 SH UNITED PARCEL SERVICE INC P 2018-08-21 2020-11-30
16 SH YUM BRANDS INC P 2018-08-21 2020-11-30
1635.173 SH WESTERN ASSET FDS INC P 2020-01-30 2020-09-10
150.538 SH FEDERATED INVESTORS SMLCP P 2019-01-18 2020-01-21
15 SH BRISTOL MYERS SQUIBB CO P 2020-08-03 2020-11-30
103.762 SH JOHN HANCOCK FUNDS P 2020-02-27 2020-08-04
19343.18 SH VANGUARD ST TREASURY P 2019-09-09 2020-02-27
100 SH BLOCK H & R INC P 2018-08-21 2020-11-30
1504.284 SH DOUBLELINE SHILLER ENHAN P 2018-08-21 2020-11-30
14 SH INTUIT P 2018-08-21 2020-05-20
.375 SH OCCIDENTAL PETE CORP P 2018-08-21 2020-08-13
91.284 SH VANGUARD 500 INDEX P 2018-08-21 2020-05-20
56.447 SH CARILLON REAMS UNCONSTRAIN P 2016-10-18 2020-01-30
4.019 SH JOHN HANCOCK FUNDS P 2017-05-18 2020-01-21
.52 SH CENTENE CORP P 2019-03-06 2020-02-18
16 SH LEIDOS HOLDINGS INC P 2020-02-27 2020-11-30
16 SH VIACOMCBS INC P 2019-05-23 2020-05-20
33 SH BROWN FORMAN CORP P 2018-08-21 2020-05-20
304.783 SH DRIEHAUS EMERGING MKTS P 2017-09-18 2020-08-04
3 SH INTUIT P 2018-08-21 2020-11-30
55 SH OCCIDENTAL PETE CORP P 2018-08-21 2020-08-18
31.494 SH VANGUARD 500 INDEX P 2018-08-21 2020-08-04
194.552 SH CARILLON REAM UNCONSTRAIN P 2019-05-22 2020-09-10
18.611 SH JOHN HANCOCK FUNDS P 2018-06-28 2020-01-21
182 SH CENTENE CORP P 2019-06-03 2020-02-27
2 SH NUCOR CORP P 2019-03-06 2020-02-27
93 SH VIACOMCBS INC P 2019-12-02 2020-05-20
17 SH BROWN FORMAN CORP P 2018-08-21 2020-11-30
251.854 SH DRIEHAUS EMERGING MRKTS P 2017-09-18 2020-11-30
2 SH INTUIT P 2019-05-23 2020-11-30
200 SH OCCIDENTAL PETE CORP P 2018-08-21 2020-11-30
67.172 SH VANGUARD 500 INDEX P 2018-08-21 2020-11-30
760.26 SH DOUBLELINE CORE FIXED P 2017-06-22 2020-01-30
65.868 SH VANGUARD 500 INDEX ADMIRAL P 2017-01-06 2020-01-21
644.55 SH COLUMBIA SMALL CAP P 2020-02-27 2020-05-20
41 SH NUCOR CORP P 2019-05-23 2020-02-27
236 SH VIACOMCBS INC P 2020-02-27 2020-05-20
105.554 SH BWG CLEARBRIDGE INTL P 2019-05-23 2020-08-04
53 SH EASTMAN CHEMICAL CO P 2018-08-21 2020-11-30
937.184 SH JOHN HANCOCK FUNDS DISCIP P 2018-08-21 2020-11-30
19 SH OCCIDENTAL PETE CORP P 2018-12-06 2020-11-30
477.726 SH VANGUARD DEVELOPED MRKTS P 2017-09-18 2020-11-30
2218.278 SH DOUBLELINE CORE FIXED P 2017-06-22 2020-09-10
6.195 SH VANGUARD 500 INDEX ADMIRAL P 2018-06-28 2020-01-21
494.818 SH COLUMBIA SMALL CAP P 2020-02-27 2020-08-04
3 SH NUCOR CORP P 2019-12-02 2020-02-27
54 SH WELLCARE HEALTH PLANS P 2019-03-06 2020-01-24
181.514 SH BWG CLEARBRIDGE INTL P 2019-05-23 2020-11-30
13 SH EDWARDS LIFESCIENCES P 2018-08-21 2020-11-30
11 SH L3 HARRIS TECHNOLOGIES INC P 2019-07-01 2020-11-30
16 SH OCCIDENTAL PETE CORP P 2019-03-06 2020-11-30
7105.805 SH VANGUARD SHORT TERM TREA P 2019-02-21 2020-02-27
20.684 SH FEDERATED INVESTORS P 2016-08-19 2020-01-30
26.244 SH VANGUARD DEVELOPED MRKTS P 2018-06-28 2020-01-21
781.751 SH COLUMBIA SMALL CAP P 2020-02-27 2020-11-30
140 SH OCCIDENTAL PETROLEUM CORP P 2019-12-02 2020-11-30
3705.643 SH WESTERN ASSET FDS P 2020-02-27 2020-05-20
67.308 SH CARILLON EAGLE MID CAP P 2018-08-21 2020-05-20
3 SH EDWARDS LIEFSCIENCES P 2019-05-23 2020-11-30
17 SH LABORATORY CORP P 2019-05-23 2020-08-03
68 SH OCCIDENTAL PETE CORP P 2019-05-23 2020-11-30
1 SH VARIAN MEDICAL SYSTEMS P 2018-08-21 2020-08-03
15.846 SH FEDERATED INVESTORS P 2017-05-18 2020-01-30
3250.819 SH VANGUARD SHORT TERM TR P 2019-01-18 2020-01-21
1877.127 SH DOUBLELINE CORE FIXED P 2019-07-30 2020-05-20
42 SH T MOBILE US INC P 2019-08-15 2020-02-27
24 SH ABIOMED INC P 2018-08-21 2020-08-03
110.816 SH CARILLON EAGLE MID CAP P 2018-08-21 2020-08-04
22 SH EQUIFAX INC P 2018-08-21 2020-05-20
22 SH LILLY ELI & CO P 2018-08-21 2020-02-27
51 SH QUALCOMM INC P 2018-08-21 2020-08-03
23 SH VARIAN MEDICAL SYSTEMS P 2018-08-21 2020-11-30
12.779 SH FEDERATED INVESTORS SMLCP P 2019-05-17 2020-01-21
17.020 SH VULCAN VALUE PARTNERS SM P 2016-06-03 2020-01-21
1636.939 SH DOUBLELINE CORE FIXED P 2020-02-27 2020-05-20
25 SH T MOBILE US INC P 2019-08-15 2020-05-20
13 SH ACCENTURE P 2018-08-21 2020-08-03
165.428 SH CARILLON EAGLE MID CAP P 2018-08-21 2020-11-30
8 SH FACEBOOK INC P 2019-05-23 2020-11-30
29 SH LILLY ELI & CO P 2018-08-21 2020-05-20
38 SH QUALCOMM INC P 2018-08-21 2020-11-30
10 SH VARIAN MEDICAL SYSTEMS P 2019-05-23 2020-08-03
2.605 SH FEDERATED INVESTORS SMLCP P 2019-08-29 2020-01-21
59.252 SH VULCAN VALUE PARTNERS P 2018-01-25 2020-01-21
17 SH FACEBOOK INC P 2019-05-23 2020-05-20
42 SH TEXTRON INC P 2019-12-02 2020-08-03
7 SH ACCENTURE P 2018-08-21 2020-11-30
461.770 SH CARILLON REAMS UNCONSTR P 2017-09-18 2020-05-20
1993.917 SH FEDERATED INVESTORS SMLC P 2017-09-18 2020-02-27
8 SH MASTERCARD INC P 2018-08-21 2020-05-20
17 SH S & P GLOBAL INC P 2018-08-21 2020-05-20
19 SH VERISIGN INC P 2018-08-21 2020-05-20
5504.62 SH VANGUARD SHORT TERM TREAS P 2019-08-29 2020-01-21
7 SH 3 M CO P 2019-12-02 2020-11-30
846.989 SH FEDERATED INVESTORS P 2019-03-06 2020-02-27
301 SH TRIPADVISOR INC P 2019-03-06 2020-02-27
87 SH ADVANCED MICRO DEVICES P 2018-08-21 2020-05-20
4 SH CBOE GLOBAL MARKETS INC P 2018-08-21 2020-11-30
1477.748 SH FEDERATED INVESTORS SMLC P 2018-08-21 2020-02-27
2 SH MASTERCARD INC P 2018-08-21 2020-11-30
26 SH T MOBILE US INC P 2019-08-15 2020-11-30
25 SH VERTEX PHARMACEUTICALS INC P 2018-08-21 2020-05-20
(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 3,761   3,561 200
b 302   265 37
c 3,471   2,992 479
d 3,110   3,211 -101
e 1,226   2,490 -1,264
3,764   1,663 2,101
2,153   1,585 568
8,030   10,288 -2,258
5,286   4,687 599
2,334   4,406 -2,072
5,511   15,053 -9,542
1,916   1,917 -1
12,722   11,403 1,319
1,949   2,651 -702
7,797   8,279 -482
5,609   7,009 -1,400
4,716   1,222 3,494
2,513   1,585 928
5,945   8,711 -2,766
6,073   5,017 1,056
4,518   6,711 -2,193
708   1,816 -1,108
52,375   51,538 837
761   709 52
2,030   2,639 -609
1,655   1,858 -203
2,630   2,368 262
1,453   321 1,132
4,343   3,923 420
7,964   6,969 995
3,430   2,505 925
2,514   3,180 -666
38,122   45,373 -7,251
8,804   8,754 50
15,706   13,775 1,931
4,754   17,097 -12,343
4,711   3,867 844
5,359   3,552 1,807
1,732   1,378 354
3,739   2,470 1,269
1,422   1,064 358
10,800   15,905 -5,105
5,693   4,892 801
6,884   5,641 1,243
90,779   90,608 171
404   404  
3,615   3,411 204
7,071   6,738 333
42,010   41,500 510
3,355   2,757 598
13,651   14,593 -942
853   541 312
344   466 -122
2,711   1,957 754
1,682   1,345 337
22,500   21,568 932
3,842   3,530 312
934   890 44
1,994   2,063 -69
206,972   205,231 1,741
1,880   2,656 -776
26,912   24,926 1,986
4,051   2,926 1,125
1   2 -1
25,110   24,196 914
683   666 17
90   89 1
33   35 -2
1,612   1,736 -124
315   764 -449
2,237   1,769 468
12,923   11,551 1,372
1,048   627 421
182   311 -129
9,621   8,348 1,273
2,500   2,305 195
419   419  
9,700   12,115 -2,415
86   121 -35
1,830   3,711 -1,881
1,368   911 457
11,824   9,545 2,279
698   483 215
3,226   15,902 -12,676
22,509   17,805 4,704
8,553   8,393 160
20,202   13,846 6,356
14,715   13,490 1,225
1,764   2,114 -350
4,644   5,666 -1,022
6,081   5,029 1,052
5,209   5,210 -1
21,208   22,530 -1,322
307   1,268 -961
6,937   6,650 287
25,000   24,490 510
1,900   1,554 346
13,553   10,356 3,197
129   170 -41
18,630   13,242 5,388
11,629   8,647 2,982
1,089   615 474
2,095   1,789 306
258   1,078 -820
76,032   74,327 1,705
519   484 35
374   359 15
25,907   16,362 9,545
2,258   5,440 -3,182
49,470   49,062 408
4,720   4,427 293
251   172 79
3,351   2,826 525
1,097   3,529 -2,432
174   113 61
397   398 -1
34,459   33,939 520
20,480   20,780 -300
3,897   3,255 642
7,405   8,787 -1,382
8,945   7,288 1,657
3,293   2,924 369
2,932   2,326 606
5,590   3,388 2,202
4,002   2,592 1,410
326   307 19
314   282 32
17,859   18,530 -671
2,458   1,938 520
2,957   2,149 808
15,481   10,880 4,601
2,190   1,460 730
4,412   3,066 1,346
5,543   2,525 3,018
1,735   1,271 464
66   64 2
1,093   1,093  
3,889   3,102 787
1,508   1,944 -436
1,729   1,157 572
5,675   5,481 194
45,780   54,861 -9,081
2,387   1,643 744
5,339   3,480 1,859
4,097   2,918 1,179
58,349   58,514 -165
1,218   1,190 28
19,447   20,311 -864
6,836   14,974 -8,138
4,864   1,743 3,121
356   396 -40
33,929   48,443 -14,514
670   411 259
3,405   2,015 1,390
7,096   4,392 2,704
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       200
b       37
c       479
d       -101
e       -1,264
      2,101
      568
      -2,258
      599
      -2,072
      -9,542
      -1
      1,319
      -702
      -482
      -1,400
      3,494
      928
      -2,766
      1,056
      -2,193
      -1,108
      837
      52
      -609
      -203
      262
      1,132
      420
      995
      925
      -666
      -7,251
      50
      1,931
      -12,343
      844
      1,807
      354
      1,269
      358
      -5,105
      801
      1,243
      171
       
      204
      333
      510
      598
      -942
      312
      -122
      754
      337
      932
      312
      44
      -69
      1,741
      -776
      1,986
      1,125
      -1
      914
      17
      1
      -2
      -124
      -449
      468
      1,372
      421
      -129
      1,273
      195
       
      -2,415
      -35
      -1,881
      457
      2,279
      215
      -12,676
      4,704
      160
      6,356
      1,225
      -350
      -1,022
      1,052
      -1
      -1,322
      -961
      287
      510
      346
      3,197
      -41
      5,388
      2,982
      474
      306
      -820
      1,705
      35
      15
      9,545
      -3,182
      408
      293
      79
      525
      -2,432
      61
      -1
      520
      -300
      642
      -1,382
      1,657
      369
      606
      2,202
      1,410
      19
      32
      -671
      520
      808
      4,601
      730
      1,346
      3,018
      464
      2
       
      787
      -436
      572
      194
      -9,081
      744
      1,859
      1,179
      -165
      28
      -864
      -8,138
      3,121
      -40
      -14,514
      259
      1,390
      2,704
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 34,461
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 -7,074
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 2,091
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 2,091
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 2,091
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,200
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,200
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 4,109
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,120 RefundedBullet 11 1,989
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHORIZON BANK Telephone no.bullet (260) 925-2500

    Located atbullet212 WEST SEVENTH STREETAUBURNIN ZIP+4bullet46706
    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
     
     
    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 bullet2018, 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
    Yes
     
    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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MAURICE F WINKLER III VP/TREASURER
    1.00     		0 0 0
    2506 COUNTY ROAD 47
    AUBURN,IN46706
    DOUGLAS D MARSH DIRECTOR
    1.00     		0 0 0
    942 PHAETON WAY
    AUBURN,IN46706
    ROGER J WERTENBERGER DIRECTOR
    1.00     		0 0 0
    1114 CABRIOLET BLVD
    AUBURN,IN46706
    ERICA DEKKO DIRECTOR
    1.00     		0 0 0
    1210 LAKESIDE DRIVE
    KENDALLVILLE,IN46755
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE FUNDING FOR TWENTY ORGANIZATIONS LOCATED IN THE NORTHEAST INDIANA AREA. SEE DETAILED SCHEDULE ATTACHED. 251,636
    2 PROVIDE SCHOLARSHIPS FOR TWELVE STUDENTS IN THE SURROUNDING AREA. SEE DETAILED SCHEDULE ATTACHED. 14,500
    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 N/A  
    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
    5,342,489
    b
    Average of monthly cash balances.......................
    1b
    141,567
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,484,056
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,484,056
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,261
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,401,795
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    270,090
    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
    270,090
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,091
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,091
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    267,999
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    267,999
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    267,999
    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
    316,029
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    316,029
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    316,029
    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 7 267,999
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 265,108
    b Total for prior years:2015, 20, 20 28,351
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 316,029
    a Applied to 2019, but not more than line 2a 265,108
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 50,921
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		28,351
    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......     		28,351
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		217,078
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    INDIANA UNIVERSITY
    400 E SEVENTH ST
    POPLARS BUILDING
    BLOOMINGTON,IN47405     		    SCHOLARSHIP 500
    PURDUE UNIVERSITY
    475 STADIUM MALL DR
    SCHLEMAN HALL
    WEST LAFAYETTE,IN46907     		    SCHOLARSHIP 4,000
    COLE CENTER FAMILY YMCA
    700 S GARDEN STREET
    PO BOX 233
    KENDALLVILLE,IN46755     		    ANNUAL CAMPAIGN 20,000
    ST MARTINS HEALTHCARE INC
    1359 S RANDOLPH STREET
    GARRETT,IN467381970     		    FUND HEALTH CARE SERVICES 25,000
    IUPUI
    420 UNIVERSITY BLVD
    CE 264
    INDIANAPOLIS,IN46202     		    SCHOLARSHIP 500
    BALL STATE UNIVERSITY
    LUCINA HALL ROOM 245
    MUNCIE,IN47306     		    SCHOLARSHIP 500
    KATE'S KART INC
    10376 LEO ROAD SUITE A
    FORT WAYNE,IN46825     		    CONTRIBUTION 2,500
    AUBURN CORD DUESENBERG MUSEUM
    PO BOX 271
    AUBURN,IN46706     		    CONTRIBUTION 60,000
    INDIANA TECH
    1600 E WASHINGTON BLVD
    FORT WAYNE,IN46803     		    SCHOLARSHIP 2,000
    SHELTER MINISTRIES
    1103 WEST AUBURN DRIVE
    AUBURN,IN46706     		    CONTRIBUTION 5,000
    ALLIANCE INDUSTRIES
    901 E QUINCY STREET
    GARRETT,IN46738     		    CONTRIBUTION 2,000
    DEKALB COUNTY COUNCIL OF AGING
    1800 E 7TH STREET
    AUBURN,IN46706     		    CONTRIBUTION 3,000
    CHILDREN FIRST CENTER
    1752 WESLEY ROAD
    AUBURN,IN46706     		    CONTRIBUTION 12,000
    WALTHER CANCER INSTITUTE
    9292 N MERIDIAN ST
    INDIANAPOLIS,IN46260     		    CONTRIBUTION 3,000
    SALVATION ARMY
    6060 CASTLEWAY WEST DR
    INDIANAPOLIS,IN46209     		    CONTRIBUTION 2,000
    UNIVERSITY OF ST FRANCIS
    2701 SPRING ST
    FORT WAYNE,IN46808     		    SCHOLARSHIP 3,000
    ST MARY'S COLLEGE
    FINANCIAL AID
    NOTRE DAME,IN46556     		    SCHOLARSHIP 2,000
    THE ARC NOBLE COUNTY FOUNDATIONS
    506 S ORANGE ST
    ALBION,IN46701     		    CONTRIBUTION 1,000
    HOOSIERS FEEDING THE HUNGRY
    4490A IN-327
    GARRETT,IN46738     		    CONTRIBUTION 5,000
    COMMUNITY LEARNING CENTER INC
    410 E DIAMOND ST
    KENDALLVILLE,IN46755     		    CONTRIBUTION 5,000
    HEARTEN HOUSE
    816 W 7TH STREET
    AUBURN,IN46706     		    CONTRIBUTION 10,000
    INDIANA UNIVERSITY FORT WAYNE
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46815     		    SCHOLARSHIP 1,000
    GRACE COLLEGE
    1 LANCER WAY
    WINONA LAKE,IN46590     		    SCHOLARSHIP 1,000
    PURDUE UNIVERSITY FORT WAYNE
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		    SCHOLARSHIP 16,136
    MATTHEW 25 INC
    413 E JEFFERSON BLVD
    FORT WAYNE,IN46802     		    CONTRIBUTION 10,000
    UNITED WAY OF DEKALB COUNTY
    950 W 15TH ST
    AUBURN,IN46706     		    CONTRIBUTION 20,000
    ELKS USA 1978
    311 E 9 ST
    AUBURN,IN46706     		    CONTRIBUTION 10,000
    LOYAL ORDER OF MOOSE
    402 MAIN ST 2326
    AUBURN,IN46706     		    CONTRIBUTION 10,000
    AMERICAN LEGION POST
    1729 SPROTT ST
    AUBURN,IN46706     		    CONTRIBUTION 10,000
    JAM CENTER
    1200 E HOUSTON ST
    GARRETT,IN46738     		    CONTRIBUTION 20,000
    Total .................................bullet 3a 266,136
    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
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13,246  
    4 Dividends and interest from securities....     14 105,337  
    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 34,461  
    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)..   153,044  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    153,044
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,465 73   1,392

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3 M CO 15,974 16,430
    AO SMITH 13,995 15,898
    ABIOMED INC 16,489 19,776
    ADVANCED MICRO DEVICES 3,808 17,425
    ALTRIA GROUP INC 22,963 16,851
    AMERICAN ELECTRIC & POWER CO 17,564 16,238
    AMGEN INC 14,383 17,014
    BAXTER INTERNATIONAL INC 15,937 17,492
    HORIZON BANCORP 161,764 361,053
    BLOCK H & R INC 18,682 13,830
    BOEING INC    
    BRISTOL MYERS SQUIBB CO 15,240 16,314
    BROWN FORMAN CORP CL B 10,751 16,204
    BWG CLEARBRIDGE INTERNATIONAL 118,882 163,688
    CBOE GLOBAL MARKETS INC 17,340 16,855
    CARILLON EAGLE MID CAP GROWTH 116,592 173,416
    COLUMBIA SMALL CAP GROWTH 110,845 175,104
    CUMMINS INC 10,374 16,351
    DAVITA INC 8,763 17,727
    DOUBLELINE SHILLER ENHANCED CAP 279,456 340,136
    DRIEHAUS EMERGING MARKETS GROWTH 115,538 160,635
    EASTMAN CHEMICAL CO 14,502 16,646
    EBAY INC 16,195 16,231
    EDWARDS LIFESCIENCES 9,176 17,699
    EQUIFAX INC 12,258 19,477
    FEDERATED INVESTORS MDT SMLCP    
    FLIR SYS INC 22,435 18,584
    FACEBOOK INC CL A 10,949 16,390
    FEDEX CORP 8,678 15,058
    FOX CORP B COM 17,743 16,664
    VULCAN VALUE PARTNERS SM CAP 149,867 163,275
    GENERAL DYNAMICS CORP 20,105 16,221
    HUMANA INC 13,448 16,821
    HUNTINGTON INGALLS INDS INC 21,847 17,218
    ILLUMINA INC 18,175 19,240
    INTERNATIONAL PAPER CO COM 14,052 16,258
    INTUIT 9,821 17,853
    J HANCOCK DISCIPLINED VALUE MID CAP 150,104 161,095
    L3 TECHNOLOGIES INC 13,184 16,067
    LABORATORY CORP AMERICA HLDGS 13,813 16,895
    LEIDOS HOLDINGS INC 17,294 17,029
    LILLY ELI & CO 12,850 18,910
    LOCKHEED MARTIN CORP 14,116 15,619
    MFS INTERNATIONAL VALUE 124,113 151,980
    MASTERCARD INC 10,051 17,490
    MOTOROLA SOLUTIONS INC 12,192 16,326
    NISOURCE INC 101,098 348,619
    NORTHRUP GRUMMAN CORP 14,961 16,455
    NUCOR CORP    
    OCCIDENTAL PETROLEUM CORP    
    PHILIP MORRIS INTERNATIONAL INC 18,170 18,048
    QUALCOMM INC 6,999 17,519
    REGENORON PHARMACEUTICALS 18,215 15,460
    S&P GLOBAL INC 9,903 16,108
    T MOBILE US INC 9,763 16,991
    TEXTRON INC 14,715 17,109
    TRIPADVISOR INC    
    TWITTER INC 10,808 19,277
    UNITED PARCEL SERVICE INC CL B 10,153 16,503
    VANGUARD DEVELOPED MRKTS INDEX 55,462 63,561
    VARIAN MEDICAL SYSTEMS INC 10,748 16,626
    VANGUARD 500 INDEX ADMIRAL 356,610 521,829
    VERISIGN INC 13,493 17,961
    VERTEX PHARMACEUTICALS INC 14,094 17,253
    VIACOM INC CL B    
    WELLCARE HEALTH PLANS INC    
    WEYERHAUSER COMPANY 12,484 19,347
    YUM BRANDS INC 13,223 16,827
    ACCENTURE PLC 9,433 17,240
    CARILLON REAMS UNCONSTRAINED BOND 74,862 80,414
    DOUBLELINE CORE FIXED INCOME 785,191 801,128
    MERRILLVILLE IND DEPT STORM WTR REV 40,000 40,480
    VANGUARD SHORT TERM INVESTMENT ADMIR    
    WESTERN ASSET FDS INC CORE BOND FUND 700,477 716,027
    FRONTIER STATE BANK 6 MONTH ETF 250,000 250,000
    FIRST INTERNET BANK 1.4%    
    KANSAS STATE BANK 2% 250,000 250,000
    GRAND SAVING BANK 1.5%    

    TY 2020 OtherExpensesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SECRETARY OF STATE REPORT FEE 22      


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 37,998 1,900   36,098


    TY 2020 TaxesSchedule
    Name:
    PEOPLES CHARITABLE FOUNDATION INC
    EIN:
    35-1897837
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATES PAID 12,497 625   11,872
    FOREIGN TAXES PAID 559 28   531