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
THE PAUL W LINGLE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)801 NORTH A STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, IN47374
A Employer identification number

26-2062143
B Telephone number (see instructions)

(765) 962-1489
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$1,611,611J 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) 227,984
2 Check bullet.............
3 Interest on savings and temporary cash investments 7,631 7,631 7,631
4 Dividends and interest from securities... 12,912 12,912 12,912
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 397,257
b Gross sales price for all assets on line 6a 916,605
7 Capital gain net income (from Part IV, line 2)... 397,257
8 Net short-term capital gain......... 58,599
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........ 645,784 417,800 79,142
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 1,490 1,490 1,490  
c Other professional fees (attach schedule).... Click to see attachment 8,098 8,098 8,098  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 277 2 2 275
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,865 9,590 9,590 275
25 Contributions, gifts, grants paid....... 106,250 106,250
26 Total expenses and disbursements. Add lines 24 and 25 116,115 9,590 9,590 106,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 529,669
b Net investment income (if negative, enter -0-) 408,210
c Adjusted net income (if negative, enter -0-)... 69,552
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............. 4,781 736 736
2 Savings and temporary cash investments......... 23,693 791,857 791,857
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)....... 936,055 Click to see attachment701,605 819,018
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) 964,529 1,494,198 1,611,611
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........ 964,529 1,494,198
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)..... 964,529 1,494,198
30 Total liabilities and net assets/fund balances (see instructions). 964,529 1,494,198
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
964,529
2
Enter amount from Part I, line 27a .....................
2
529,669
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,494,198
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
1,494,198
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 750 Westrock Co Com P 2019-12-10 2020-01-31
b 100 New Oriental Educa Adr P 2019-10-17 2020-02-21
c 200 10x Genomics Inc Com Cl A P 2019-10-17 2020-02-21
d 100 Facebook Inc Com Cl A D 2014-12-22 2020-02-21
e 111 Beyond Meat Inc Com P 2019-06-18 2020-03-20
350 Las Vegas Sands Corp Com P 2019-10-17 2020-03-20
50 Visa Inc Com Cl A P 2019-12-10 2020-03-20
500 Kroger Go Com P 2020-03-20 2020-05-22
75 New Oriental Educa Adr P 2019-10-17 2020-05-22
175 New Oriental Educa Adr P 2019-12-10 2020-05-22
350 Qualcomm Inc Com P 2020-03-20 2020-05-22
115 Shopify Inc Com Cl A P 2019-06-18 2020-05-22
200 10x Genomics Inc Com Cl A P 2019-10-17 2020-05-22
100 Visa Inc Com Cl a P 2019-12-10 2020-05-22
775 Inmode Ltd Com P 2020-03-20 2020-05-22
80 Amazon.com Inc Com P 2015-05-08 2020-05-22
1000 Canopy Growth Corporation Com P 2018-04-09 2020-05-22
600 Facebook Inc Com Cl A D 2014-12-22 2020-05-22
200 Nvidia Corp Com P 2016-12-05 2020-05-22
300 Cyberark Software Ltd Com P 2018-11-20 2020-05-22
657.084 Pimco Low Duration Instl P 2018-06-05 2020-07-30
6 Microsoft Corp P 2018-03-19 2020-01-07
13 Microsoft Corp P 2018-07-10 2020-01-07
5 Nextera Energy Inc D 2019-12-17 2020-01-07
16 Raytheon Company D 2019-12-17 2020-01-07
54 SBA Communications Corp D 2019-12-17 2020-01-07
33 Ingersoll Rand PLC D 2019-12-17 2020-01-07
45.914 Glenmede Small Cap Equity Instl D 2016-10-31 2020-01-07
3 Microsoft Corp P 2018-07-10 2020-01-08
8 Microsoft Corp D 2019-12-17 2020-01-08
8 J P Morgan Chase Co P 2018-03-19 2020-01-08
18 Abbvie Inc P 2018-07-10 2020-01-08
18 Intel Corp P 2018-03-19 2020-01-08
43 Nextera Energy Inc D 2019-12-17 2020-01-08
16 Raytheon Company D 2019-12-17 2020-01-08
31 Ingersoll Rand PLC D 2019-12-17 2020-01-08
26 Citygroup Inc P 2019-09-06 2020-01-28
217 Ishares Trust Ishares Preferred Etf D 2016-10-31 2020-01-28
68 Ishares Trust Ishares Preferred Etf P 2019-10-25 2020-01-28
84 Ishares Trust Ishares Preferered Etf P 2020-01-08 2020-01-28
12 Microsoft Corp D 2019-12-17 2020-01-28
7 Accenture Plc Cl A P 2018-04-06 2020-01-28
24 Ingersoll Rand Plc D 2019-12-17 2020-01-28
71.608 Vanguard Intl Growth Fund D 2016-10-31 2020-02-11
13 Texas Instruments Inc P 2018-11-16 2020-02-12
88.98 Tiaa Cref Inflation Bond Fund P 2018-03-02 2020-04-20
52.457 Tiaa Cref Inflation Linked Bond Fund P 2018-03-16 2020-04-20
125.417 Vanguard Intl Growth Fund D 2016-10-31 2020-04-20
28 American Campus Communities P 2018-03-19 2020-04-21
4 Hormel Foods Corp P 2018-03-05 2020-04-21
32 Hormel Foods Corp P 2018-03-19 2020-04-21
22 Ishares Intermediate Term Corporate Bond Etf D 2016-10-31 2020-04-21
44 Ishares Short Term Corporate Etf D 2016-10-31 2020-04-21
28 Ishares Trust Ishares Preferred Etf P 2020-01-07 2020-04-21
22 Magna Intl Inc Cl A P 2019-03-07 2020-04-21
4 Unitedhealth Group Inc P 2018-03-05 2020-04-21
20 Delta Air Lines Inc P 2018-03-05 2020-05-22
18 Delta Air Lines Inc P 2018-03-19 2020-05-22
52 Ishares Intermediate term Corporate Bond Etf D 2016-10-31 2020-05-22
56 Ishares Short Term Corporate Etf D 2016-10-31 2020-05-22
28.15 Vangaurd Intl Growth Fund D 2016-10-31 2020-08-11
38 Ishares Core S P Small Cap Etf P 2019-03-07 2020-08-12
3 Spdr SP Midcap 400 Etf D 2016-10-31 2020-08-12
.2113 Viatirs Inc P 2020-05-22 2020-11-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 29,171   30,078 -907
b 13,662   12,054 1,608
c 16,254   10,334 5,920
d 21,125   8,145 12,980
e 6,344   18,756 -12,412
15,208   20,201 -4,993
7,505   9,144 -1,639
16,162   16,070 92
8,610   8,062 548
20,090   21,095 -1,005
27,406   29,995 -2,589
94,729   35,220 59,509
14,784   10,334 4,450
19,067   18,288 779
20,507   13,094 7,413
195,680   34,874 160,806
19,057   20,672 -1,615
141,025   48,870 92,155
71,793   18,361 53,432
30,145   19,748 10,397
6,508   6,400 108
956   564 392
2,071   1,304 767
1,203   1,197 6
3,640   3,509 131
12,966   12,673 293
4,375   4,400 -25
1,257   1,242 15
475   301 174
1,266   1,244 22
1,101   921 180
1,611   1,732 -121
1,075   928 147
10,378   10,297 81
3,639   3,509 130
4,073   4,134 -61
2,030   1,674 356
8,246   8,467 -221
2,584   2,563 21
3,192   3,184 8
1,987   1,866 121
1,463   1,032 431
3,122   3,200 -78
7,581   5,106 2,475
1,667   1,241 426
1,040   1,000 40
613   590 23
12,001   8,942 3,059
948   1,064 -116
200   130 70
1,597   1,085 512
1,269   1,217 52
2,363   2,323 40
945   1,061 -116
797   1,161 -364
1,166   913 253
451   1,092 -641
406   1,008 -602
3,040   2,876 164
3,022   2,956 66
3,572   2,007 1,565
2,892   3,018 -126
1,066   818 248
4   4  
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       -907
b       1,608
c       5,920
d       12,980
e       -12,412
      -4,993
      -1,639
      92
      548
      -1,005
      -2,589
      59,509
      4,450
      779
      7,413
      160,806
      -1,615
      92,155
      53,432
      10,397
      108
      392
      767
      6
      131
      293
      -25
      15
      174
      22
      180
      -121
      147
      81
      130
      -61
      356
      -221
      21
      8
      121
      431
      -78
      2,475
      426
      40
      23
      3,059
      -116
      70
      512
      52
      40
      -116
      -364
      253
      -641
      -602
      164
      66
      1,565
      -126
      248
       
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 2 397,257
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 58,599
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 5,674
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 5,674
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 5,674
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,681
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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
    Yes
     
    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 ofbulletPAUL W LINGLE Telephone no.bullet (765) 962-1489

    Located atbullet801 NORTH A STREETRICHMONDIN ZIP+4bullet47374
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PAUL W LINGLE TRUSTEE
    001.00     		0    
    4884 GREENMOUNT PIKE
    RICHMOND,IN47374
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 TO DEVOTE AND APPLY TRUST PROPERTY AND INCOME TO BE DERIVED THEREFROM EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS WHICH ARE DULY AUTHORIZED TO CARRY ON SUCH PURPOSES 106,525
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    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
    705,927
    b
    Average of monthly cash balances.......................
    1b
    533,256
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,239,183
    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
    1,239,183
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    18,588
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,220,595
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    61,030
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
    0
    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 Click to see attachment..........
    1a
    106,525
    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
    106,525
    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
    106,525
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    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$  
    a Applied to 2019, but not more than line 2a  
    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.....  
    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 ..........     		 
    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
    61,030 2,964 1,561 658 66,213
    b 85% of line 2a ......... 51,876 2,519 1,327 559 56,281
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		106,525 57,123 70,037 62,699 296,384
    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 ....     		106,525 57,123 70,037 62,699 296,384
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 1,611,611 1,274,249 871,010 1,013,814 4,770,684
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 1,611,611 1,274,249 871,010 1,013,814 4,770,684
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		40,687 24,781 25,477 22,905 113,850
    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) ....     		227,984 262,523 30,000 113,000 633,507
    (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 937,148 390,016 421,956 399,562 2,148,682
    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).)
    PAUL W LINGLE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Amigos Richmond Latino Center
    801 Natl Rd W
    Richmond,IN47374     		    General 1,500
    Birth To Five
    498 NW 18th St
    Richmond,IN47374     		    General 500
    Boys & Girls Clubs of Wayne County
    1717 S L St
    Richmond,IN47374     		    General 2,650
    Camp-Mak-A-Dream
    P O Box 1450
    Missoula,MT59806     		    General 3,000
    Center City Development Corp
    814 E Main St
    Richmond,IN47374     		    General 250
    Circle U Help Center
    19 N 13th St
    Richmond,IN47374     		    General 1,000
    Civic Hall Box Office
    380 Hub Etchison Pkwy
    Richmond,IN47374     		    General 790
    Communities In Schools
    33 S 7th St
    Richmond,IN47374     		    General 1,000
    Cope Environmental Center
    4910 Shoemaker Rd
    Centerville,IN47330     		    General 700
    Ducks Unlimited
    P O Box 291468
    Kettering,OH45429     		    General 30
    Earlham College
    801 Natl Rd W
    Richmond,IN47374     		    General 480
    End Times Ministries Inc
    P O Box 940729
    Plano,TX75094     		    General 50
    Every Child Can Read Inc
    33 S 7th St
    Richmond,IN47374     		    General 1,000
    First English Lutheran Church
    2727 E Main St
    Richmond,IN47374     		    General 250
    First Tee Indiana
    2625 Hurricane Rd
    Franklin,IN46131     		    General 50
    Forest Hills Historical Foundation
    2169 S 23rd St
    Richmond,IN47374     		    General 25,000
    Friends Fellowship
    2030 Chester Blvd
    Richmond,IN47374     		    General 50
    Friends of Morrisson Reeves Library
    80 N 6th St
    Richmond,IN47374     		    General 250
    Gateway Hunger Relief Center
    715 S Sheridan
    Richmond,IN47374     		    General 1,500
    Genesis of Richmond
    15 S 11th St
    Richmond,IN47374     		    General 500
    Girls Inc of Wayne County
    1407 S 8th St
    Richmond,IN47374     		    General 1,500
    Good News Habitat for Humanity
    1114 S F St
    Richmond,IN47374     		    General 500
    Hadassah
    40 Wall St
    New York,NY10005     		    General 50
    Hand-in-Hand Adult Day Care
    2727 E Main St
    Richmond,IN47374     		    General 600
    Hayes Arboretum
    801 Elks Rd
    Richmond,IN47374     		    General 250
    Help The Animals
    2101 W Main St
    Richmond,IN47374     		    General 250
    Hope House Addiction Recovery Center
    P O Box 1828
    Richmond,IN47375     		    General 250
    Inner City Anglers Inc
    13005 Keverton Dr
    Upper Marlboro,MD20774     		    General 500
    Jacy House
    1434 Chester Blvd
    Richmond,IN47374     		    General 250
    Junior Achievement
    900 S L St
    Richmond,IN47374     		    General 500
    Kiwanis Club of Richmond
    5300 Patterson Ave
    Richmond,IN47374     		    General 1,050
    Life Spring Church
    501 S 7th St
    Richmond,IN47374     		    General 50
    Model T Ford Club of America
    309 N 8th St
    Richmond,IN47374     		    General 350
    Montco SAAC
    536 George St
    Norristown,PA19401     		    General 500
    Natco Community Empowerment Center
    1627 E Main St
    Richmond,IN47374     		    General 500
    National Parks Conservation
    777 6th St NW Suite 700
    Washington,DC20001     		    General 25
    Open Arms Ministries
    800 N A St
    Richmond,IN47374     		    General 500
    Reid Heath Foundation
    1100 Reid Pkwy
    Richmond,IN47374     		    General 1,400
    Richmond Art Museum
    350 Hub Etchison Pkwy
    Richmond,IN47374     		    General 1,050
    Richmond Civic Theatre
    1003 E Main St
    Richmond,IN47374     		    General 1,000
    Richmond Day Nursery
    300 N 10th St
    Richmond,IN47374     		    General 250
    Richmond Family YMCA
    1215 S J
    Richmond,IN47374     		    General 1,000
    Richmond Friends School
    607 W Main St
    Richmond,IN47374     		    General 1,000
    Richmond High School
    380 Hub Etchison Pkwy
    Richmond,IN47374     		    General 350
    Richmond Indiana Pickleball
    1936 Niewoehner Rd
    Richmond,IN47374     		    General 250
    Richmond Parks and Recreation
    2200 E Main St
    Richmond,IN47374     		    General 1,000
    Richmond Police Blue Angels
    50 N 5th St
    Richmond,IN47374     		    General 50
    Richmond Rose Garden
    2519 E Main St
    Richmond,IN47374     		    General 250
    Richmond Shakespeare Festival
    822 E Main St Suite A
    Richmond,IN47374     		    General 500
    Richmond Symphony Orchestra
    380 Hub Etchison Pkwy
    Richmond,IN47374     		    General 1,000
    Salvation Army
    707 S A
    Richmond,IN47374     		    General 500
    Sierra Club
    1100 W 42nd St Suite 218
    Indianapolis,IN46208     		    General 15
    Starr-Gennett Foundation
    33 S 7th St
    Richmond,IN47374     		    General 250
    Sunrise Inc
    2670 Minneman Rd
    Richmond,IN47374     		    Genreal 250
    The Lingle Latino Kids Fund
    801 N A St
    Richmond,IN47374     		    General 500
    The Nature Conservancy
    4245 N Fairfax Dr Suite 100
    Arlington,VA22203     		    General 60
    Townsend Community Center
    855 N 12th St
    Richmond,IN47374     		    General 500
    VFW Post 1108
    213 S 8th St
    Richmond,IN47374     		    General 50
    Wayne County Cardinal Greenway
    700 E Wysor St
    Muncie,IN47305     		    General 250
    Wayne County Foundation
    33 S 7th St
    Richmond,IN47374     		    General 43,050
    Wayne County Historical Museum
    1150 N A St
    Richmond,IN47374     		    General 500
    Wayne County Veteran Memorial
    Cardinal Greenway
    Richmond,IN47374     		    General 500
    West Eaton Pike Pentecostal Church
    480 W Eaton Pike
    Richmond,IN47374     		    General 50
    Western Wayne Schools
    519 Queen St
    Pershing,IN47370     		    General 1,250
    Whitewater Valley Pro Bono
    50 N 5th St
    Richmond,IN47374     		    General 1,000
    Williamsburg Area Community Center
    8500 N Centerville Rd
    Williamsburg,IN47393     		    General 250
    Total .................................bullet 3a 106,250
    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 7,631  
    4 Dividends and interest from securities....     14 12,912  
    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 ............     		    18 397,257  
    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)..   417,800  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    417,800
    (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: 20011406
    Software Version: 20.0.2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE PAUL W LINGLE FAMILY FOUNDATION
     
    Employer identification number

    26-2062143
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE PAUL W LINGLE FAMILY FOUNDATION
          		Employer identification number
    26-2062143
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PAUL W LINGLE
    4884 GREENMOUNT
     
    RICHMOND, IN47374

    		$ 227,984


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE PAUL W LINGLE FAMILY FOUNDATION
          		Employer identification number

    26-2062143
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1065 shares Vanguard Total Stock Market Index Admiral $ 100,057 2020-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE PAUL W LINGLE FAMILY FOUNDATION
          		Employer identification number

    26-2062143
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011406
    Software Version: 20.0.2.0

    TY 2020 AccountingFeesSchedule
    Name:
    THE PAUL W LINGLE FAMILY FOUNDATION
    EIN:
    26-2062143
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBB ASSOCIATES 1,490 1,490 1,490  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE PAUL W LINGLE FAMILY FOUNDATION
    EIN:
    26-2062143
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE PAUL W LINGLE FAMILY FOUNDATION
    EIN:
    26-2062143
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1825 shares of CAUSEWAY INTL VALUE INSTL 27,300 29,639
    896 shares of DFA US LARGE CAP VALUE PRTF INSTL 34,500 33,642
    766 shares of GMO RESOURCES SERIES FUND CL PS 7,400 8,938
    824 shares of TWEEDY BROWNE GLOBAL VALUE FUND 20,636 22,622
    553 shares of VANGUARD 500 INDEX ADMIRAL 163,540 191,629
    1937 shares of VANGUARD TOTAL STOCK MKT INDEX ADM 154,357 183,514
    3829 shares of DODGE COX INCOM 52,080 56,100
    634 shares of JPMORGAN INFLATION MANAGED BOND CL I 6,400 6,806
    52 shares of SPDR INDEX SHS FDS SP GLOBAL NAT RES ETF 2,672 2,329
    2 shares of ALPHABET INC CL A 2,257 3,505
    2 shares of AMAZON COM INC 3,145 6,514
    6 shares of AMGEN INC 1,235 1,379
    28 shares of APPLE INC 796 3,715
    30 shares of ATT INC 1,068 863
    64 shares of BANK OF AMERICAN CORP 2,049 1,940
    34 shares of CABOT OIL GAS CORP CL A 591 553
    48 shares of CISCO SYSTEMS INC 2,203 2,148
    56 shares of COMCAST CORP CL A 2,163 2,934
    26 shares of FOOT LOCKER INC 1,287 1,051
    36 shares of GILEAD SCIENCES INC 2,593 2,097
    17 shares of HONEYWELL INTL INC 2,521 3,616
    13 shares of J P MORGAN CHASE CO 1,387 1,652
    50 shares of MARATHON PETROLEUM CORP 3,208 2,068
    6 shares of MASTERCARD INC 1,054 2,142
    20 shares of MAXIM INTEGRATED PRODS INC 1,144 1,773
    30 shares of MICROSOFT CORP 4,666 6,673
    14 shares of TEXAS INSTRUMENTS INC 1,576 2,298
    6 shares of UNITEDHEALTH GROUP INC 1,376 2,104
    9 shares of VISA INC CLASS A SHARES 1,101 1,969
    22 shares of WALMART INC 1,857 3,171
    16 shares of 3M CO 2,715 2,797
    95 shares of SPDR SP MIDCAP 400 ETF 30,820 39,892
    82 shares of ISHARES CORE S P SMALL CAP ETF 6,747 7,536
    36 shares of BP PLC SPON ADR 1,457 739
    11 shares of CHUBB LTD 1,403 1,693
    16 shares of LYONDELLBASELL INDU CL A 1,211 1,467
    312 shares of VANGUARD INTL GROWTH FUND ADM 29,745 50,000
    476 shares of ISHARES INTERMEDIATE TERM CORP BOND ETF 26,878 29,412
    358 shares of ISHARES SHORT TERM CORPORATE BOND ETF 19,038 19,751
    730 shares of FEDERATED HERMES INST HI YLD BD FD 9,887 10,016
    845 shares of TIAAA CREF INFLATION LINKED BOND FUND 9,786 10,386
    15 shares of AMERICAN TOWER CORP 2,564 3,367
    431 shares of NUVEEN REAL ESTATE SECS I 9,041 8,081
    249 shares of GMO OPPORTUNISTIC INCOME FUND INSTL 6,400 6,340
    24 shares of ABBOTT LABORATORIES 2,115 2,628
    2 shares of BLACKROCK INC 1,022 1,443
    10 shares of CME GROUP INC 2,063 1,820
    5 shares of HOME DEPOT INC 1,092 1,328
    42 shares of PFIZER INC 1,497 1,546
    30 shares of SCHWAB CHARLES CORP 1,093 1,591
    34 shares of ALBEMARLE CORP 2,363 5,016
    7 shares of MOTOROLA SOLUTIONS INC 1,138 1,190
    55 shares of VIATRIS INC 2,192 1,031
    20 shares of WESTERN DIGITAL CORP 1,351 1,108
    24 shares of XYLEM INC 1,885 2,443
    364 shares of ISHARES US TREASURY BOND ETF 10,285 9,915
    45 shares of ISHARES 20 YEAR TREASURY BOND ETF 7,655 7,098

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE PAUL W LINGLE FAMILY FOUNDATION
    EIN:
    26-2062143
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Trust Fees on Investment Account 1,746 1,746 1,746  
    Management Fees on Investment Account 3,425 3,425 3,425  
    Oxford Fees 2,927 2,927 2,927  


    TY 2020 TaxesSchedule
    Name:
    THE PAUL W LINGLE FAMILY FOUNDATION
    EIN:
    26-2062143
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax on Investment Income 275     275
    Foreign Tax Withheld on Investments 2 2 2