Form990-PF
Click to see attachment

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
JAMES A GAMMON CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)GEORGE CARBERRY 9191 BROADWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MERRILLVILLE, IN46410
A Employer identification number

62-1474246
B Telephone number (see instructions)

(219) 769-1313
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$3,547,881J 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 85 85  
4 Dividends and interest from securities... 92,670 89,830  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,553
b Gross sales price for all assets on line 6a 948,681
7 Capital gain net income (from Part IV, line 2)... 35,553
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........ 128,308 125,468  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,000     9,000
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 5,470     5,470
c Other professional fees (attach schedule).... Click to see attachment 2,000 1,939    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 611 611    
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 list of attachments 49,140 35,054   13,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,221 37,604   27,970
25 Contributions, gifts, grants paid....... 133,906 133,906
26 Total expenses and disbursements. Add lines 24 and 25 200,127 37,604   161,876
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -71,819
b Net investment income (if negative, enter -0-) 87,864
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............. 267 255 255
2 Savings and temporary cash investments......... 593,217 42,937 42,937
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)....... 625,703 Click to see attachment887,276 1,021,231
c Investments—corporate bonds (attach schedule)....... 1,146,192 Click to see attachment1,145,598 1,239,979
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 914,840 Click to see attachment1,132,334 1,234,122
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)     Click to see attachment9,357
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,280,219 3,208,400 3,547,881
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........ 4,852,675 4,852,675
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -1,572,456 -1,644,275
29 Total net assets or fund balances (see instructions)..... 3,280,219 3,208,400
30 Total liabilities and net assets/fund balances (see instructions). 3,280,219 3,208,400
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
3,280,219
2
Enter amount from Part I, line 27a .....................
2
-71,819
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,208,400
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
3,208,400
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 2365.083 LORD ABB ULT SHT BD A P 2019-12-02 2020-11-20
b 6599.060 LORD ABB ULT SHT BD A P 2019-03-29 2020-11-20
c 33.044 AT&T INC P 2020-02-03 2020-09-04
d 4326.92 ABBOTT LABORATORIES P 2020-01-30 2020-11-20
e 6.000 AMER WATER WORKS COMPANY P 2020-09-04 2020-11-20
38.000 AMGEN INC P 2019-04-03 2020-04-01
55.000 APPLE INC P 2020-04-01 2020-09-04
1.000 AVALONBAY COMMNTYS INC P 2020-01-30 2020-11-20
553.000 BCE INC P 2020-01-30 2020-09-04
6464.124 BNY GLB RL P 2020-01-30 2020-09-04
47.000 BEST BUY COMPANY P 2019-04-03 2020-01-30
77.000 BRISTOL MYERS P 2020-01-30 2020-04-01
3.000 BROADCOM INC P 2019-04-03 2020-04-01
84.000 CVS HEALTH CORP P 2020-01-30 2020-11-20
411.179 CISCO SYSTEMS INC P 2020-10-21 2020-11-20
6.685 COMCAST CORP P 2020-04-22 2020-09-04
469.912 DELTA ARLNS P 2019-04-03 2020-04-01
88.000 DUKE REALTY CORP P 2020-01-30 2020-04-01
759.000 EXELON CORP P 2020-01-30 2020-11-20
12.000 FEDEX P 2020-09-04 2020-11-20
180.000 INTERPUBLIC GROUP P 2020-09-04 2020-11-20
43.000 JPMORGAN CHASE & CO P 2019-04-03 2020-01-30
353.000 KOHLS CORP P 2019-04-03 2020-01-30
386.000 KROGER COMPANY P 2020-01-30 2020-04-01
121.926 MARATHON PETROLEUM CORP P 2020-01-30 2020-04-01
46.000 NEXTERA ENERGY P 2019-04-03 2020-01-30
16.000 PNC FINL P 2020-01-30 2020-11-20
164.264 PEPSICO INC P 2020-04-01 2020-09-04
26.000 PUB SVS ENTERPRISE P 2020-01-30 2020-11-20
652.063 REGIONS FINL CORP P 2020-01-30 2020-09-04
39.000 TEXAS INSTRUMENTS P 2019-04-03 2020-01-30
46.000 TOTAL SE SPON P 2019-04-03 2020-04-01
51.000 TYSON FOODS P 2019-04-03 2020-01-30
29.596 UPS INC P 2020-01-30 2020-09-04
32.000 WASTE MANAGEMENT P 2019-04-03 2020-04-01
56.000 MEDTRONIC PLC P 2019-04-03 2020-04-01
670.000 AT&T INC P 2018-01-25 2020-09-04
25.000 ALPHABET INC P 2018-02-08 2020-01-30
93.000 BEST BUY COMPANY P 2019-04-03 2020-11-20
5.000 BROADCOM INC P 2019-04-03 2020-11-20
368.000 CISCO SYSTEMS INC P 2019-04-03 2020-11-20
567.000 COMCAST CORP P 2018-09-06 2020-09-04
35.000 HOME DEPOT INC P 2018-02-08 2020-04-01
280.000 INTEL CORP P 2018-10-22 2020-09-04
698.000 IRON MOUNTAIN P 2018-08-28 2020-01-30
19.000 JPMORGAN CHASE & CO P 2019-04-03 2020-11-20
372.000 MARATHON PETROLEUM CORP P 2018-02-02 2020-04-01
12.000 NEXTERA ENERGY P 2019-04-03 2020-11-20
21.000 PRUDENTIAL FINL INC P 2019-04-03 2020-11-20
117.000 PUBLIC STORAGE INC P 2018-08-28 2020-01-30
1670.000 REGIONS FINL CORP P 2019-04-03 2020-09-04
10.000 TEXAS INSTRUMENTS P 2019-04-03 2020-11-20
5.000 TOTAL SE SPON P 2019-04-03 2020-11-20
61.000 UNION PACIFIC CORP P 2018-02-02 2020-11-20
215.000 UPS INC P 2018-02-02 2020-09-04
5.000 WASTE MANAGEMENT P 2019-04-03 2020-11-20
329.104 FT HGH INC P 2020-01-08 2020-12-31
9865.829 FT HGH INC P 2019-10-18 2020-12-31
18.600 INDUSTRIAL PROPERTY TRUST P 2020-12-31 2020-12-31
11343.139 INDUSTRIAL PROPERTY TRUST P 2019-01-01 2020-12-31
Capital Gain Dividends      
(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 23,744   23,709 35
b 66,250   66,153 97
c 975   1,062 -87
d 4,327   4,958 -631
e 946   855 91
7,881   7,341 540
6,220   3,313 2,907
172   217 -45
23,410   26,149 -2,739
102,521   100,000 2,521
4,047   3,376 671
4,225   4,898 -673
669   919 -250
5,058   5,780 -722
16,654   18,706 -2,052
297   262 35
11,269   26,182 -14,913
2,698   3,202 -504
31,748   33,864 -2,116
3,330   2,630 700
3,903   3,226 677
5,763   4,552 1,211
15,681   25,144 -9,463
11,802   10,547 1,255
2,551   6,415 -3,864
11,707   8,694 3,013
2,063   2,395 -332
22,794   19,416 3,378
1,465   1,552 -87
7,597   5,729 1,868
4,148   4,363 -215
1,740   2,595 -855
4,315   3,532 783
4,609   3,166 1,443
3,700   3,330 370
6,430   5,087 1,343
19,786   25,069 -5,283
36,164   25,141 11,023
9,960   6,681 3,279
1,821   1,531 290
15,106   20,409 -5,303
30,657   25,267 5,390
7,538   6,368 1,170
16,513   12,645 3,868
22,164   24,475 -2,311
2,179   2,011 168
7,783   24,934 -17,151
909   567 342
1,592   2,021 -429
26,098   24,873 1,225
19,457   25,133 -5,676
1,574   1,119 455
206   282 -76
10,649   7,899 2,750
30,994   24,907 6,087
603   520 83
3,276   3,161 115
98,201   96,999 1,202
253   176 77
154,277   107,621 46,656
      4,212
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       35
b       97
c       -87
d       -631
e       91
      540
      2,907
      -45
      -2,739
      2,521
      671
      -673
      -250
      -722
      -2,052
      35
      -14,913
      -504
      -2,116
      700
      677
      1,211
      -9,463
      1,255
      -3,864
      3,013
      -332
      3,378
      -87
      1,868
      -215
      -855
      783
      1,443
      370
      1,343
      -5,283
      11,023
      3,279
      290
      -5,303
      5,390
      1,170
      3,868
      -2,311
      168
      -17,151
      342
      -429
      1,225
      -5,676
      455
      -76
      2,750
      6,087
      83
      115
      1,202
      77
      46,656
       
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 35,553
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 -16,515
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 1,221
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 1,221
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 1,221
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,904
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,404
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 4,183
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,183 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$   (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 ofbulletGEORGE CARBERRY Telephone no.bullet (219) 769-1313

    Located atbullet9191 BROADWAYMERRILLVILLEIN ZIP+4bullet464107043
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    VIOLA ANN GAMMON BOTTERMAN Dir/V.P.
    1.00     		3,000    
    106 ST ANDREWS
    SCHERERVILLE,IN46375
    JAMES A GAMMON III Dir/PRES.
    1.00     		3,000    
    1055 VALE PARK ROAD
    VALPARAISO,IN46385
    GEORGE W CARBERRY DIR/SEC'Y
    1.00     		3,000    
    9191 BROADWAY
    MERRILLVILLE,IN46410
    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  
    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
    3,270,038
    b
    Average of monthly cash balances.......................
    1b
    118,704
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,388,742
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,388,742
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    50,831
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,337,911
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    166,896
    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
    166,896
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,221
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,221
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    165,675
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    165,675
    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
    165,675
    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
    161,876
    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
    161,876
    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
    161,876
    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 7 165,675
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 133,906
    b Total for prior years:20, 20, 20  
    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$ 161,876
    a Applied to 2019, but not more than line 2a 133,906
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 27,970
    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 ..........     		 
    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......     		 
    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 ..........     		137,705
    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
    AMERICAN HEART ASSOCIATION
    208 S LASALLE ST STE 1500
    CHICAGO,IL60604     		N/A PC MEDICAL RESEARCH 4,000
    ST JUDE CHILDRENS HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		N/A PC RESEARCH AND TREATMENT OF CHILDHOOD CANCER 15,000
    HOSPICE OF THE CALUMET AREA
    600 SUPERIOR AVE
    MUNSTER,IN46321     		N/A PC CARE OF THE TERMINALLY ILL 5,000
    FAMILY OUTREACH MINISTRIES
    2700 VALPARAISO STREET
    VALPARAISO,IN46383     		N/A PC SOCIAL SERVICES INCLUDING EDUCATION AND COUNSELING 24,000
    LA RABIDA CHILDREN'S HOSPITAL
    6501 S PROMONTORY DRIVE
    CHICAGO,IL60649     		N/A PC MEDICAL SERVICES FOR CHILDREN 5,000
    RONALD MCDONALD HOUSE CHARITIES
    1301 W 22ND ST SUITE 905
    OAK BROOK,IL60523     		N/A PC CARE FOR CHILDREN AND FAMILIES 7,500
    LUTHERAN LIFE COMMUNITIES FDNWITTEN
    3150 SALT CREEK LANE
    ARLINGTON HEIGHTS,IL60005     		N/A PC ELDERLY CARE 10,000
    RILEY CHILDREN'S FOUNDATION
    30 S MERIDIAN ST STE 200
    INDIANAPOLIS,IN46204     		N/A PC MEDICAL SERVICES FOR CHILDREN 10,000
    THE CRU FOUNDATION
    100 LAKE HART DRIVE 3600
    ORLANDO,FL32832     		N/A PC CHURCH 16,000
    JUVENILE DIABETES RESEARCH FOUNDATI
    200 VESEY ST 28TH FLOOR
    NEW YORK,NY10281     		N/A PC RESEARCH AND EDUCATION 37,406
    Total .................................bullet 3a 133,906
    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 85  
    4 Dividends and interest from securities....     14 92,670  
    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 35,553  
    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)..   128,308  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    128,308
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 5,470 0 0 5,470

    TY 2020 GeneralExplanationAttachment
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF INDIANA FORM NP-20YEAR ENDED 12/31/2020LINE 3 - SCHEDULE OF CURRENT OFFICERSNAME AND ADDRESS TITLE---------------- -----VIOLA ANN GAMMON BOTTERMAN DIRECTOR/VICE-PRESIDENT106 ST. ANDREWSSCHERERVILLE, IN 46375JAMES A. GAMMON, III DIRECTOR/PRESIDENT1055 VALE PARK ROADVALPARAISO, IN 46385 GEORGE CARBERRY DIRECTOR/SECRETARY9191 BROADWAYMERRILLVILLE, IN 46410

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    40000 AT&T INC GLBL NOTE 5.55% 081541 44,584 53,190
    50000 BP CAP MKTS PLC 3.245% 050622 50,608 51,873
    50000 DOLLAR GEN CORP SR 4.150% 110125 52,702 57,386
    45000 GE CAP SVCS GTD SUB 7.50% 082135 63,140 62,091
    50000 GILEAD SCIENCES INC SR 4.4% 120121 50,878 51,370
    40000 GOLDMAN SACHS GRP SR 6.25% 020141 50,979 62,647
    40000 INTEL CORP SR NOTE 4.25% 121542 42,616 51,496
    40000 JPM CHASE SUB NOTE 5.625% 081643 47,207 60,226
    50000 KLA-TENCOR CORP SR 4.65% 110124 52,154 56,912
    45000 ORACLE CORP NOTE 5.375% 071540 54,657 64,587
    40000 QUALCOMM INC NOTE 4.80% 052045 41,594 56,911
    40000 VERIZON COMM INC NOTE 6.55% 091543 52,870 64,294
    50000 WELLS FARGO MED TERM 4.3% 072227 52,536 58,589
    50000 CHEVRON CORP SR NOTE CPN 3.191% 50,934 53,178
    40000 HSBC BANK USA INCOME PLUS LKD 40,006 39,508
    40000 HSBC USA NA 5 YR RATE BLDR 40,005 40,544
    80000 JP MORGAN CHASE BANK CD 123022 85,204 80,288
    40000 JP MORGAN CHASE BANK CD 123124 42,603 40,548
    45000 MONSANTO CO NEW SR NOTE 4.2% 45,429 47,353
    80000 JPMORGAN CHASE BK CPN 0% 01312022 85,209 78,936
    40000 BANK MONTREAL NOTE 0% 07312024 43,598 41,612
    45000 INTL BUS MACHS 5.6% 11302039 56,085 66,440

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    111.692 HOME DEPOT INC 21,170 29,668
    335.427 INTEL CORP 15,241 16,711
    521 PUBLIC STORAGE INC 30,264 30,374
    147.154 UNION PACIFIC CORP 19,922 30,640
    274.894 MEDTRONIC PLC 25,833 32,201
    132.962 AMGEN INC 27,429 30,571
    254.927 BEST BUY CO INC 17,680 25,439
    79.354 BROADCOM INC 24,362 34,745
    258.192 JPMORGAN CHASE 26,661 32,808
    400.004 NEXTIERA ENERGY 20,490 30,860
    399.587 PRUDENTIAL FINL INC 32,426 31,196
    194.578 TEXAS INSTRUMENTS INC 22,203 31,936
    735.958 TOTAL SA SPON ADR 36,181 30,844
    476.808 TYSON FOODS INC 31,659 30,726
    251.390 WASTE MANAGEMENT INC 26,483 29,646
    272 ABBOTT LABORATORIES 24,562 29,781
    192.704 AMERICAN WATER WORKS CO 27,440 29,574
    224.957 ANALOG DEVICES INC 30,415 33,233
    254.788 APPLE INC 15,645 33,808
    174.000 AVALONBAY 34,332 27,915
    346.173 BOOZ ALLEN HAMILTON HDG CORP 29,041 30,179
    483 BRISTOL MYERS SQUIBB CO 30,165 29,960
    454 CVS HEALTH CORP 29,831 31,008
    574.951 COCA-COLA CO 29,332 31,530
    769 DUKE REALTY CORP 28,220 30,737
    130.531 FMC CORP 14,127 15,002
    646.367 FASTENAL CO 29,540 31,562
    52.125 FEDEX CORP 11,430 13,533
    1407.842 INTERPUBLIC GROUP CO 25,317 33,112
    950 KROGER CO 28,280 30,172
    142.963 MICROSOFT CORP 23,080 31,798
    233 PNC FINANCIAL SERVICES 31,204 34,717
    227 SEMPRA ENERGY 29,605 28,922
    144.562 VISA INC CL A 23,322 31,620
    102 WALMART INC 14,384 14,703

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    13807.861 LORD ABBETT HI YLD F AT COST 102,509 102,316
    2666.665 EVENTIDE GILEAD INSTL CL AT COST 108,902 172,427
    5408.708 ARES CAPITAL CORP AT COST 94,065 91,353
    8480.393 LORD ABBOTT NATL TF INC CL F AT COST 99,704 101,850
    10194.933 FIRST TR HI MODEL AT COST 100,160 101,476
    25255.377 FIRST TR US REV 16 SA FE RE AT COST 253,972 259,729
    2258.571 LORD ABBETT SH BD CL A AT COST 22,641 22,676
    5078.171 FIRST TR WTR UTIL & INFR SEL 56 AT COST 52,780 55,739
    21737.741 FIRST TR TARGET DIV DBL PLAY AT COST 206,053 210,763
    9572.981 FIRST TR TECH DIV AT COST 91,548 115,793

    TY 2020 OtherExpensesSchedule
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILE STORAGE, LIBRARY & SECRETARIAL FEES 30,000 16,500   13,500
    INVESTMENT MANAGEMENT FEES 19,140 18,554    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT PLANNING SERVICES 2,000 1,939 0 0


    TY 2020 TaxesSchedule
    Name:
    JAMES A GAMMON CHARITABLE FOUNDATION INC
    EIN:
    62-1474246
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 611 611