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 07-01-2020 , and ending 06-30-2021
Name of foundation
CARDINAL HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7000 CARDINAL PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUBLIN, OH43017
A Employer identification number

31-1746458
B Telephone number (see instructions)

(614) 757-2361
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$49,840,542J 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) 2,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 919,158 919,158  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,403,434
b Gross sales price for all assets on line 6a 4,341,050
7 Capital gain net income (from Part IV, line 2)... 1,403,434
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........ 4,322,592 2,322,592  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 3,000 0   0
c Other professional fees (attach schedule).... Click to see attachment 57,404 0   13,240
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 40,200 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 179,191 58,151   116,076
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 279,795 58,151   129,316
25 Contributions, gifts, grants paid....... 5,145,584 5,145,584
26 Total expenses and disbursements. Add lines 24 and 25 5,425,379 58,151   5,274,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,102,787
b Net investment income (if negative, enter -0-) 2,264,441
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............. -1    
2 Savings and temporary cash investments......... 514,164 235,456 235,456
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).......      
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).......... 42,681,756 Click to see attachment49,605,086 49,605,086
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) 43,195,919 49,840,542 49,840,542
Liabilities 17 Accounts payable and accrued expenses.......... 29,312 29,311
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)......... 29,312 29,311
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........... 43,166,607 49,811,231
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........    
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)..... 43,166,607 49,811,231
30 Total liabilities and net assets/fund balances (see instructions). 43,195,919 49,840,542
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
43,166,607
2
Enter amount from Part I, line 27a .....................
2
-1,102,787
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,747,411
4
Add lines 1, 2, and 3 ..........................
4
49,811,231
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,811,231
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 FIDELITY TOTAL MARKET REDEMPTION P 2019-01-01 2020-09-03
b LOOMIS P 2019-01-01 2021-02-11
c BLACKROCK GLOBAL ALLOCATION P 2019-01-01 2021-02-11
d FIDELITY TOTAL MARKET REDEMPTION P 2019-01-01 2020-02-11
e CAPITAL GAINS DIVIDENDS P    
(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 1,307,511   1,071,693 235,818
b 1,000,000   590,875 409,125
c 1,000,000   854,709 145,291
d 600,000   420,339 179,661
e 433,539     433,539
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       235,818
b       409,125
c       145,291
d       179,661
e       433,539
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 1,403,434
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 31,476
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 31,476
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,476
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 44,608
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,608
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 13,132
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet13,132 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    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 addressbulletWWW.CARDINALHEALTH.COM/COMMUNITY
    14
    The books are in care ofbulletEMILY SANDMAN Telephone no.bullet (614) 757-1280

    Located atbullet7000 CARDINAL PLACEDUBLINOH ZIP+4bullet43017
    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
     
    No
    .........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
    TRAVIS LEONARD TREASURER
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    JESSICA MAYER CHAIR
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    VICTOR CRAWFORD VICE CHAIR
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    MICHELE HOLCOMB BOARD MEMBER
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    ANDREW ALDERMAN SECRETARY
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    OLA SNOW BOARD MEMBER
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    SEAN HALLIGAN BOARD MEMBER
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    STEVE MASON BOARD MEMBER
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    JEROME REVISH BOARD MEMBER
    1.00     		0 0 0
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    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 0
    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.............bullet0
    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.........................bullet0
    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
    46,527,436
    b
    Average of monthly cash balances.......................
    1b
    1,393,501
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    47,920,937
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    47,920,937
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    718,814
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    47,202,123
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,360,106
    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
    2,360,106
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    31,476
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,476
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,328,630
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,328,630
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,328,630
    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
    5,274,900
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    5,274,900
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,274,900
    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 2,328,630
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 5,976,214
    b From 2016...... 5,352,906
    c From 2017...... 7,816,402
    d From 2018...... 2,777,250
    e From 2019...... 3,670,547
    fTotal of lines 3a through e........ 25,593,319
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,274,900
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,328,630
    e Remaining amount distributed out of corpus 2,946,270
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 28,539,589
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		5,976,214
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		22,563,375
    10 Analysis of line 9:
    a Excess from 2016.... 5,352,906
    b Excess from 2017.... 7,816,402
    c Excess from 2018.... 2,777,250
    d Excess from 2019.... 3,670,547
    e Excess from 2020.... 2,946,270
    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 e-mail address of the person to whom applications should be addressed:
    CARDINALHEALTHCOMCOMMUNITY
    7000 CARDINAL PLACE
    DUBLIN,OH43017
    (614) 757-7481
    bThe form in which applications should be submitted and information and materials they should include:
    ONLY ELECTRONIC SUBMISSIONS WILL BE ACCEPTED.
    cAny submission deadlines:
    NONE NONE N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE CARDINAL HEALTH FOUNDATION SUPPORTS REGIONAL AND NATIONAL HEALTH CARE INITIATIVES, VOLUNTEERISM, AND HEALTHY AND LIVABLE COMMUNITIES.
    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
    ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
    225 E CHICAGO AVE
    CHICAGO,IL60611     		    BEHAVIORAL HEALTH 50,000
    ARKANSAS CHILDRENS HOSPITAL FOUNDATION INC
    1 CHILDRENS WAY
    LITTLE ROCK,AR72202     		    BEHAVIORAL HEALTH 50,000
    AURORA HEALTH CARE INC
    950 N 12TH ST SUITE A511
    MILWAUKEE,WI53233     		    BEHAVIORAL HEALTH 50,000
    CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATIONMERCY HEALTH FOUNDATION
    11600 WEST 2ND PLACE
    LAKEWOOD,CO80228     		    BEHAVIORAL HEALTH 50,000
    CHILDRENS HOSPITAL OF PHILADELPHIA
    34TH STREET AND CIVIC CENTER
    BOULEVARD
    PHILADELPHIA,PA19104     		    BEHAVIORAL HEALTH 50,000
    DIGNITY HEALTH FOUNDATION - EAST VALLEY
    1727 W FRYE RD SUITE 230
    CHANDLER,AZ85224     		    BEHAVIORAL HEALTH 50,000
    EDUCATION DEVELOPMENT CENTER
    43 FOUNDRY AVENUE
    WALTHAM,MA02453     		    BEHAVIORAL HEALTH 109,940
    OHIO CHILDREN'S HOSPITAL ASSOCIATION FOUNDATION
    155 E BROAD ST 23RD FLOOR
    COLUMBUS,OH43215     		    BEHAVIORAL HEALTH 312,500
    OHIO STATE UNIVERSITY FOUNDATION
    2200 OLENTANGY RIVER RD
    COLUMBUS,OH43210     		    BEHAVIORAL HEALTH 50,000
    OHIOHEALTH FOUNDATION
    3430 OHIOHEALTH PARKWAY
    COLUMBUS,OH43202     		    BEHAVIORAL HEALTH 50,000
    NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION
    700 CHILDRENS DRIVE
    COLUMBUS,OH43205     		    BEHAVIORAL HEALTH 350,176
    UNIVERSITY OF TEXAS FOUNDATION
    2409 UNIVERSITY AVENUE STOP A1900
    AUSTIN,TX78712     		    BEHAVIORAL HEALTH 50,000
    WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
    1300 YORK AVENUE
    NEW YORK,NY10065     		    BEHAVIORAL HEALTH 50,000
    WESTON COUNTY HOSPITAL DISTRICT
    1124 WASHINGTON BLVD
    NEWCASTLE,WY82701     		    BEHAVIORAL HEALTH 50,000
    THE COLUMBUS FOUNDATION
    1234 E BROAD ST
    COLUMBUS,OH43205     		    CENTRAL OH COMMUNITY SUPPORT 5,000
    FAMILY MENTOR FOUNDATION
    460 SCHROCK RD STE E
    COLUMBUS,OH43229     		    CENTRAL OH COMMUNITY SUPPORT 5,000
    HEALTH POLICY INSTITUTE OF OHIO
    140 E TOWN ST
    COLUMBUS,OH43215     		    CENTRAL OH COMMUNITY SUPPORT 5,000
    I KNOW I CAN
    1108 CITY PARK AVENUE 301
    COLUMBUS,OH43206     		    DISASTOR RELIEF 150,000
    MID-OHIO REGIONAL PLANNING COMMISSION
    111 LIBERTY STREET SUITE 100
    COLUMBUS,OH43215     		    DISASTOR RELIEF 100,000
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    DISASTOR RELIEF 475,500
    OHIO STATE UNIVERSITY FOUNDATION - GENERATIONRX
    1480 W LANE AVE
    COLUMBUS,OH43221     		    INVESTING IN OTHER COMMUNITIES 99,990
    METROHEALTH FOUNDATION INC
    2500 METROHEALTH DRIVE H939A
    CLEVELAND,OH44109     		    INVESTING IN OTHER COMMUNITIES -846
    AKRON CHILDRENS HOSPITAL FOUNDATION
    ONE PERKINS SQUARE
    AKRON,OH44308     		    INVESTING IN OTHER COMMUNITIES -10,000
    AKRON CHILDRENS HOSPITAL FOUNDATION
    ONE PERKINS SQUARE
    AKRON,OH44308     		    INVESTING IN OTHER COMMUNITIES 10,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST FL 11
    NEW YORK,NY10038     		    INVESTING IN OTHER COMMUNITIES -10,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST FL 11
    NEW YORK,NY10038     		    INVESTING IN OTHER COMMUNITIES 10,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC
    780 ALBANY STREET
    BOSTON,MA02118     		    INVESTING IN OTHER COMMUNITIES 10,000
    CASA PROTEGIDA JULIA DE BURGOS
    PO BOX 362433
    SAN JUAN,PR00936     		    INVESTING IN OTHER COMMUNITIES 5,000
    CASA PROTEGIDA JULIA DE BURGOS
    PO BOX 362433
    SAN JUAN,PR00936     		    INVESTING IN OTHER COMMUNITIES 10,000
    FONDITA DE JESUS
    PO BOX 19384
    SAN JUAN,PR00910     		    INVESTING IN OTHER COMMUNITIES 5,000
    INICIATIVA COMUNITARIA DE INVESTIGACION INC
    CALLE QUISQUEYA 61
    HATO REY,PR00918     		    INVESTING IN OTHER COMMUNITIES 10,000
    JDRF MICHIGAN AND NORTHERN OHIO CHAPTER
    24359 NORTHWESTERN HIGHWAY 125
    SOUTHFIELD,MI48075     		    INVESTING IN OTHER COMMUNITIES 10,000
    JOURNEY HOME
    308 W CASTLE ST
    MURFREESBORO,TN37129     		    INVESTING IN OTHER COMMUNITIES 11,000
    MEDWISH INTERNATIONAL
    1625 E 31ST STREET
    CLEVELAND,OH44114     		    INVESTING IN OTHER COMMUNITIES 15,000
    NOURISH FOODBANK
    130 RICHARDSON STREET
    SMYRNA,TN37167     		    INVESTING IN OTHER COMMUNITIES 12,000
    PENCIL FOUNDATION
    7199 COCKRILL BEND BLVD
    NASHVILLE,TN37209     		    INVESTING IN OTHER COMMUNITIES 12,000
    SAVE THE BAY INC
    100 SAVE THE BAY DR
    PROVIDENCE,RI02905     		    INVESTING IN OTHER COMMUNITIES 5,000
    SOCIEDAD DE EDUCACIN Y REHABILITACIN DE PR (SER)
    500 BAEZ ST URBANIZACION PEREZ
    MORRIS HATO REY
    SAN JUAN,PR00917     		    INVESTING IN OTHER COMMUNITIES 10,000
    SUPPORT THE SOUPMAN
    PO BOX 825
    BRIDGEWATER,MA02324     		    INVESTING IN OTHER COMMUNITIES 10,000
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 35,000
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 2,450
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 10,700
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 8,490
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 36,750
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 9,033
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 9,130
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		    INVESTING IN OTHER COMMUNITIES 37,450
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 31,036
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 39,101
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 67,379
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 44,736
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 40,432
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 47,569
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 98,011
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 32,337
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 21,751
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 33,107
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 34,077
    YOURCAUSE LLC
    W PLANO PARKWAY SUITE 1000
    PLANO,TX75093     		    MATCHING GIFTS 38,759
    THE KROGER CO
    555 RACE STREET - 5TH FLOOR
    CINCINNATI,OH45202     		    OAP 26,707
    RESEARCH AND EDUCATIONAL FOUNDATION OF THE OHIO HOSPITAL ASSOCIATION
    155 EAST BROAD STREET 15TH FLOOR
    COLUMBUS,OH43215     		    OAP -130,081
    INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES INC
    1321 MURFREESBORO PIKE STE 800
    NASHVILLE,TN37217     		    SCHOLARSHIPS -8,760
    INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES INC
    1321 MURFREESBORO PIKE STE 800
    NASHVILLE,TN37217     		    SCHOLARSHIPS 200,000
    INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES INC
    1321 MURFREESBORO PIKE STE 800
    NASHVILLE,TN37217     		    SCHOLARSHIPS 2,025
    NATIONAL MERIT SCHOLARSHIP CORPORATION
    1560 SHERMAN AVENUE SUITE 200
    EVANSTON,IL60201     		    SCHOLARSHIPS 20,425
    UNITED WAY OF CENTRAL OHIO INC
    360 S 3RD ST
    COLUMBUS,OH43215     		    SDOH 265,000
    CATHOLIC SOCIAL SERVICES INC
    197 EAST GAY STREET
    COLUMBUS,OH43215     		    SDOH 25,000
    COLUMBUS STATE COMMUNITY COLLEGE DEVELOPMENT FOUNDATION INC
    550 E SPRING ST
    COLUMBUS,OH43215     		    SDOH 135,000
    COMMUNITY DEVELOPMENT FOR ALL PEOPLE
    946 PARSONS AVENUE
    COLUMBUS,OH46206     		    SDOH 25,000
    MID-OHIO FOODBANK
    3960 BROOKHAM DR
    GROVE CITY,OH43123     		    SDOH 215,000
    LOCAL MATTERS
    633 PARSONS AVE
    COLUMBUS,OH43206     		    SDOH 25,000
    LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO
    500 W WILSON BRIDGE RD SUITE 245
    WORTHINGTON,OH43085     		    SDOH 25,000
    AKRON-CANTON REGIONAL FOODBANK
    350 OPPORTUNITY PARKWAY
    AKRON,OH44307     		    SDOH 100,000
    FEEDING AMERICA
    161 NORTH CLARK STREET
    CHICAGO,IL60601     		    SDOH 75,000
    OHIOHEALTH FOUNDATION
    3430 OHIOHEALTH PARKWAY
    COLUMBUS,OH43202     		    SDOH 50,000
    OUR NEIGHBORS TABLE
    PO BOX 592
    AMESBURY,MA01913     		    SDOH 100,000
    SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE INC
    331 GREAT CIRCLE RD
    NASHVILLE,TN37228     		    SDOH 100,000
    SECOND HARVEST OF PUERTO RICO INC
    PO BOX 3990
    CAROLINA,PR00984     		    SDOH 100,000
    COMMUNITY SHELTER BOARD
    355 EAST CAMPUS VIEW BOULEVARD
    SUITE 250
    COLUMBUS,OH43235     		    SDOH 70,000
    GLADDEN COMMUNITY HOUSE
    183 HAWKES AVE
    COLUMBUS,OH43223     		    SDOH 50,000
    HOMELESS FAMILIES FOUNDATION
    33 N GRUBB ST
    COLUMBUS,OH43215     		    SDOH 50,000
    YMCA OF CENTRAL OHIO
    40 W LONG STREET
    COLUMBUS,OH43215     		    SDOH 50,000
    YWCA COLUMBUS
    65 S 4TH ST
    COLUMBUS,OH43215     		    SDOH 40,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY STE 410
    ROCKVILLE,MD20852     		    PHILANTHROPY 150,000
    ACHIEVING STANDARDS OF EXCELLENCE FOUNDATION
    1233 S JAMES RD SUITE A
    COLUMBUS,OH43227     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ACTION FOR CHILDREN OF FRANKLIN COUNTY
    78 JEFFERSON AVE
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ADAPTIVE SPORTS CONNECTION
    6000 HARRIOTT DR
    POWELL,OH43065     		    VOLUNTEER LEADERSHIP GRANT 3,500
    AFRICENTRIC PERSONAL DEVELOPMENT SHOP
    1409 EAST LIVINGSTON AVE
    COLUMBUS,OH43205     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ALISIA DIEUDONNE FOUNDATION INC
    18116 LOOMIS AVENUE
    HOMEWOOD,IL60430     		    VOLUNTEER LEADERSHIP GRANT 2,220
    ALL NATIONS CHRISTIAN FELLOWSHIP
    43 W 4TH AVE
    COLUMBUS,OH43201     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ALVIS HOUSE
    2100 STELLA COURT
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ALZHEIMER'S ASSOCIATION CENTRAL OHIO CHAPTER
    1379 DUBLIN ROAD
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		    VOLUNTEER LEADERSHIP GRANT 3,500
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		    VOLUNTEER LEADERSHIP GRANT 3,500
    AMERICAN NYSTAGMUS NETWORK INC
    303D BELTLINE PL SW 321
    DECATUR,AL35603     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ARCHAEOLOGICAL INSTITUTE OF AMERICA HOUSTON SOCIETY
    PO BOX 271062
    HOUSTON,TX77277     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ARCHAEOLOGICAL INSTITUTE OF AMERICA HOUSTON SOCIETY
    PO BOX 271062
    HOUSTON,TX77277     		    VOLUNTEER LEADERSHIP GRANT -3,500
    ARCHAEOLOGICAL INSTITUTE OF AMERICA HOUSTON SOCIETY
    PO BOX 271062
    HOUSTON,TX77277     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ARTHRITIS FOUNDATION INC
    3740 RIDGE MILL DRIVE
    HILLIARD,OH43026     		    VOLUNTEER LEADERSHIP GRANT 3,500
    BALLET METROPOLITAN INC
    322 MOUNT VERNON AVE
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    BEST BUDDIES INTERNATIONAL INC
    100 SE 2ND ST STE 2200
    MIAMI,FL33131     		    VOLUNTEER LEADERSHIP GRANT 3,500
    BOY SCOUTS OF AMERICA SIMON KENTON COUNCIL
    807 KINEAR RD
    COLUMBUS,OH43212     		    VOLUNTEER LEADERSHIP GRANT 3,500
    BOYS AND GIRLS CLUB OF EAST AURORA
    24 PAINE STREET
    EAST AURORA,NY14052     		    VOLUNTEER LEADERSHIP GRANT 3,500
    C & C WELLNESS INC
    436 PURVIS AVE
    BREMEN,OH43107     		    VOLUNTEER LEADERSHIP GRANT 2,085
    CANINE COMPANIONS FOR INDEPENDENCE
    2965 DUTTON AVE
    SANTA ROSA,CA95407     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CARE TRAIN OF UNION COUNTY
    PO BOX 305
    MARYSVILLE,OH43040     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CATCO-PHOENIX INC
    55 E STATE STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CATHOLIC SOCIAL SERVICES INC
    197 EAST GAY STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CELEBRATE LIFE FOUNDATION INC
    31106 PLANTERS GROVE LN
    WESTLAKE,OH44145     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CENTRAL COMMUNITY HOUSE OF COLUMBUS INC
    1150 EAST MAIN STREET
    COLUMBUS,OH43205     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CENTRO ITALIANO INC
    PO BOX 912
    CUYAHOGA FALLS,OH44223     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE CHILDHOOD LEAGUE CENTER
    674 CLEVELAND AVE
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE CHILDHOOD LEAGUE CENTER
    674 CLEVELAND AVE
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CITIZENS FOR HUMANE ACTION ANIMAL SHELTER
    3765 CORPORATE DRIVE
    COLUMBUS,OH43231     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CITY YEAR INC
    287 COLUMBUS AVE
    BOSTON,MA02116     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS AND CENTRAL OHIO CHILDRENS CHORUS FOUNDATION
    760 EAST BROAD STREET
    COLUMBUS,OH43205     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS CHILDREN'S THEATRE
    177 E NAGHTEN ST
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS COUNCIL ON WORLD AFFAIRS
    51 JEFFERSON AVE
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS EARLY LEARNING CENTERS
    1611 OLD LEONARD AVE
    COLUMBUS,OH43219     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE COLUMBUS FOUNDATION
    1234 E BROAD ST
    COLUMBUS,OH43205     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS MUSEUM OF ART
    480 E BROAD ST
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS SYMPHONY ORCHESTRA INC
    55 EAST STATE STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COLUMBUS ZOOLOGICAL PARK ASSOCIATION
    PO BOX 400
    POWELL,OH43065     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COMMUNITY FOR NEW DIRECTION INCORPORATION
    2323 W FIFTH AVE STE 160
    COLUMBUS,OH43204     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COMMUNITY SHELTER BOARD
    355 EAST CAMPUS VIEW BOULEVARD
    SUITE 250
    COLUMBUS,OH43235     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CONSCIOUS CAPITALISM INC
    995 MARKET ST
    SAN FRANCISCO,CA94103     		    VOLUNTEER LEADERSHIP GRANT 3,500
    COURT APPOINTED SPECIAL ADVOCATES OF FRANKLIN COUNTY
    373 SOUTH HIGH STREET 15TH FLOOR
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CRISTO REY COLUMBUS HIGH SCHOOL
    400 E TOWN STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    CROHN'S & COLITIS FOUNDATION OF AMERICA - COLUMBUS OH
    733 THIRD AVENUE SUITE 5
    NEW YORK,NY10017     		    VOLUNTEER LEADERSHIP GRANT 3,500
    DISABLED SPORTS USA
    6000 HARRIOTT ROAD
    POWELL,OH43065     		    VOLUNTEER LEADERSHIP GRANT 3,500
    DOUBLE PORTION MINISTRIES INC
    318 SHYANNE CT
    POWELL,OH43065     		    VOLUNTEER LEADERSHIP GRANT 3,500
    DUBLIN ARTS COUNCIL
    7125 RIVERSIDE DR
    DUBLIN,OH43016     		    VOLUNTEER LEADERSHIP GRANT 3,500
    DUBLIN ARTS COUNCIL
    7125 RIVERSIDE DR
    DUBLIN,OH43016     		    VOLUNTEER LEADERSHIP GRANT 3,500
    DAEAP - DUBLIN AREA EMERGENCY ASSISTANCE PROGRAM
    81 WEST BRIDGE STREET
    DUBLIN,OH43017     		    VOLUNTEER LEADERSHIP GRANT 3,500
    EAST AFRICA CHILDREN'S HEALTHCARE FOUNDATION INC
    1820 PEACHTREE ST NW UNIT 705
    ATLANTA,GA30309     		    VOLUNTEER LEADERSHIP GRANT 900
    EASTER SEALS CENTRAL AND SOUTHEAST OHIO INC
    3830 TRUEMAN COURT
    HILLIARD,OH43026     		    VOLUNTEER LEADERSHIP GRANT 3,500
    EDHEADS
    5802 WOODEN PLANK RD
    HILLIARD,OH43026     		    VOLUNTEER LEADERSHIP GRANT 3,500
    EQUALITY FEDERATION INSTITUTE
    818 SW 3RD AVE 141
    PORTLAND,OR97204     		    VOLUNTEER LEADERSHIP GRANT 3,500
    FAIRY GOODMOTHERS INC
    6619 TRAQUAIR PL
    DUBLIN,OH43016     		    VOLUNTEER LEADERSHIP GRANT 3,500
    FAMILY MENTOR FOUNDATION
    460 SCHROCK RD STE E
    COLUMBUS,OH43229     		    VOLUNTEER LEADERSHIP GRANT 3,500
    FAMILY PROMISE OF ALBUQUERQUE INC
    808 EDITH BLVD NE
    ALBUQUERQUE,NM87102     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE FIRST TEE OF CENTRAL OHIO
    7309 E LIVINGSTON AVE PO BOX 3
    REYNOLDSBURG,OH43068     		    VOLUNTEER LEADERSHIP GRANT 3,500
    FLIP
    95 LIBERTY ST
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,375
    FLYING HORSE FARMS
    5260 ST RT 95
    MT GILEAD,OH43338     		    VOLUNTEER LEADERSHIP GRANT 3,500
    FOOD FOR FRIENDS
    PO BOX 2423
    PALATINE,IL60078     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE FOUNDATION OF CATHOLIC DIOCESE OF COLUMBUS (AKA THE CATHOLIC FOUNDATION
    257 E BROAD ST
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    FRANKLIN PARK CONSERVATORY WOMENS SUSTAINING BOARD
    760 EAST BROAD STREET
    COLUMBUS,OH43205     		    VOLUNTEER LEADERSHIP GRANT 3,500
    GAHANNA-JEFFERSON EDUCATION FOUNDATION
    160 S HAMILTON RD
    GAHANNA,OH43230     		    VOLUNTEER LEADERSHIP GRANT 3,500
    GAMMA ZETA ZETA EDUCATION FOUNDATION INC
    PO BOX 272074
    COLUMBUS,OH43227     		    VOLUNTEER LEADERSHIP GRANT 3,500
    GIRLS ON THE RUN OF FRANKLIN COUNTY INC
    PO BOX 21152
    COLUMBUS,OH43221     		    VOLUNTEER LEADERSHIP GRANT 3,500
    GODMAN GUILD ASSOCIATION
    303 EAST 6TH AVENUE
    COLUMBUS,OH43201     		    VOLUNTEER LEADERSHIP GRANT 3,500
    GOODWILL INDUSTRIES OF CENTRAL OHIO INC
    1331 EDGEHILL ROAD
    COLUMBUS,OH43212     		    VOLUNTEER LEADERSHIP GRANT 3,500
    GOODWILL INDUSTRIES OF GREATER DETROIT
    3111 GRAND RIVER AVE
    DETROIT,MI48208     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE GREATER COLUMBUS ARTS COUNCIL
    182 E LONG STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    HARMONY PROJECT PRODUCTION INC
    779 E LONG ST
    COLUMBUS,OH43203     		    VOLUNTEER LEADERSHIP GRANT 3,500
    HEALTH POLICY INSTITUTE OF OHIO
    140 E TOWN ST
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    HEALTHCARE READY
    1325 G STREET NW SUITE 500
    WASHINGTON,DC20005     		    VOLUNTEER LEADERSHIP GRANT 3,500
    HILLIARD EDUCATION FOUNDATION INC
    5323 CEMETERY ROAD
    HILLIARD,OH43026     		    VOLUNTEER LEADERSHIP GRANT 3,500
    HILLIARD EDUCATION FOUNDATION INC
    5324 CEMETERY ROAD
    HILLIARD,OH43026     		    VOLUNTEER LEADERSHIP GRANT 3,500
    HOPE TOWN INC
    9544 WINDHAM PARKMAN RD
    WINDHAM,OH44288     		    VOLUNTEER LEADERSHIP GRANT 3,500
    I KNOW I CAN
    1108 CITY PARK AVENUE 301
    COLUMBUS,OH43206     		    VOLUNTEER LEADERSHIP GRANT 3,500
    KEITHS COMFORT BLANKETS
    PO BOX 12
    PLAIN CITY,OH43064     		    VOLUNTEER LEADERSHIP GRANT 3,500
    KEITHS COMFORT BLANKETS
    PO BOX 12
    PLAIN CITY,OH43064     		    VOLUNTEER LEADERSHIP GRANT 3,500
    LEAGUE OF WOMEN VOTERS OF METROPOLITAN COLUMBUS
    6500 BUSCH BLVD SUITE 129
    COLUMBUS,OH43229     		    VOLUNTEER LEADERSHIP GRANT 3,500
    LIBERTY SCIENCE CENTER INC
    222 JERSEY CITY BLVD
    JERSEY CITY,NJ07305     		    VOLUNTEER LEADERSHIP GRANT 3,500
    LIFECARE ALLIANCE
    1699 WEST MOUND STREET
    COLUMBUS,OH43223     		    VOLUNTEER LEADERSHIP GRANT 3,500
    LOCAL MATTERS
    633 PARSONS AVE
    COLUMBUS,OH43206     		    VOLUNTEER LEADERSHIP GRANT 3,500
    LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO
    500 W WILSON BRIDGE RD STE 245
    WORTHINGTON,OH43085     		    VOLUNTEER LEADERSHIP GRANT 3,500
    THE MARCO HOUPE FOUNDATION
    3100 WILLOW SPRINGS DR
    COLUMBUS,OH43219     		    VOLUNTEER LEADERSHIP GRANT 630
    MELISSAS HOUSE
    3000 E MAIN ST SUITE 150
    COLUMBUS,OH43209     		    VOLUNTEER LEADERSHIP GRANT 3,500
    MENTAL HEALTH AMERICA OF OHIO INC
    2323 W 5TH AVE SUITE 1000
    COLUMBUS,OH43204     		    VOLUNTEER LEADERSHIP GRANT 3,500
    MENTAL HEALTH AMERICA OF OHIO INC
    2323 W 5TH AVE SUITE 1000
    COLUMBUS,OH43204     		    VOLUNTEER LEADERSHIP GRANT 3,500
    MID-OHIO BOARD FOR INDEPENDENT LIVING
    1829 E LONG ST
    COLUMBUS,OH43203     		    VOLUNTEER LEADERSHIP GRANT 3,500
    MOMENTUM-EXCELLENCE INC
    538 E TOWN ST STE C
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    MOUNT CARMEL COLLEGE OF NURSING
    127 SOUTH DAVIS AVENUE
    COLUMBUS,OH43222     		    VOLUNTEER LEADERSHIP GRANT 3,500
    MUSIC CITY GREYHOUND ADOPTION
    1128 NEPTUNE RD
    ASHLAND CITY,TN37015     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NAMI FRANKLIN COUNTY INC
    1225 DUBLIN ROAD SUITE 110
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NAMI FRANKLIN COUNTY INC
    1225 DUBLIN ROAD SUITE 110
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NATIONAL INTERCOLLEGIATE FLYING ASSOCIATION
    932 JUBILEE DRIVE
    CHATTANOOGA,TN37421     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NATIONAL SOCIETY TO PREVENT BLINDNESS
    225 W WACKER DR STE 400
    CHICAGO,IL60606     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NEIGHBORHOOD BRIDGES
    PO BOX 2635
    WESTERVILLE,OH43086     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NEW DIRECTIONS CAREER CENTER
    199 EAST RICH STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NEW DIRECTIONS CAREER CENTER
    199 EAST RICH STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT -3,500
    NEW DIRECTIONS CAREER CENTER
    199 EAST RICH STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NEW VISION DANCE COMPANY
    5206 HANOVER CLOSE
    NEW ALBANY,OH43054     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NORFOLK AREA UNITED WAY INC
    PO BOX 1041
    NORFOLK,NE68701     		    VOLUNTEER LEADERSHIP GRANT 3,500
    NORFOLK ARTS CENTER
    305 N 5TH STREET
    NORFOLK,NE68701     		    VOLUNTEER LEADERSHIP GRANT 3,500
    OHIO BLUEBIRD SOCIETY INCORPORATED
    9500 SPERRY ROAD
    KIRTLAND,OH44094     		    VOLUNTEER LEADERSHIP GRANT 3,500
    OHIO DOMESTIC VIOLENCE NETWORK
    1855 E DUBLIN GRANVILLE RD SUITE
    301
    COLUMBUS,OH43229     		    VOLUNTEER LEADERSHIP GRANT 3,500
    OHIO NORTHERN UNIVERSITY
    525 SOUTH MAIN STREET
    ADA,OH45810     		    VOLUNTEER LEADERSHIP GRANT 3,500
    OHIO WILDLIFE CENTER
    6131 COOK ROAD
    POWELL,OH43065     		    VOLUNTEER LEADERSHIP GRANT 3,500
    OHIOGUIDESTONE
    434 EASTLAND RD
    BEREA,OH44017     		    VOLUNTEER LEADERSHIP GRANT 3,500
    OPERA ASSOCIATION OF CENTRAL OHIO
    55 EAST STATE STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    PACESETTERS UNLIMITED INC
    PO BOX 104
    LEWIS CENTER,OH43035     		    VOLUNTEER LEADERSHIP GRANT 3,500
    PEGGY R MCCONNELL WORTHINGTON CENTER FOR THE ARTS
    777 EVENING STREET
    WORTHINGTON,OH43085     		    VOLUNTEER LEADERSHIP GRANT 3,500
    PROMUSICA CHAMBER ORCHESTRA OF COLUMBUS INC
    620 E BROAD ST STE 300
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    REACHING THE NATIONS INTERNATIONAL
    837 E 2ND STREET
    COLUMBUS,OH43201     		    VOLUNTEER LEADERSHIP GRANT 3,500
    RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO INC
    711 E LIVINGSTON AVE
    COLUMBUS,OH43205     		    VOLUNTEER LEADERSHIP GRANT 3,500
    SADDLE UP
    1549 OLD HILLSBORO RD
    FRANKLIN,TN37069     		    VOLUNTEER LEADERSHIP GRANT 3,500
    SERVING OUR NEIGHBORS MINISTRIES INC
    4567 COOLBROOK DRIVE
    HILLIARD,OH43026     		    VOLUNTEER LEADERSHIP GRANT 3,500
    SOUTH CENTRAL OHIO MINORITY BUSINESS COUNCIL
    6956 E BROAD STREET 310
    COLUMBUS,OH43213     		    VOLUNTEER LEADERSHIP GRANT 3,500
    ST VINCENT FAMILY CENTER
    1490 EAST MAIN STREET
    COLUMBUS,OH43025     		    VOLUNTEER LEADERSHIP GRANT 3,500
    SUMMER JAM WEST INC
    3195 PARKSIDE RD
    COLUMBUS,OH43204     		    VOLUNTEER LEADERSHIP GRANT 3,500
    TURKISH HERITAGE ANTI DEFAMATION SOCIETY
    613 RANCHO BAUER DR
    HOUSTON,TX77079     		    VOLUNTEER LEADERSHIP GRANT 3,500
    UNITED WAY OF CENTRAL OHIO INC
    360 S 3RD ST
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    WELCOME WAREHOUSE INC
    6305 BRAND RD
    DUBLIN,OH43016     		    VOLUNTEER LEADERSHIP GRANT 3,500
    WELCOME WAREHOUSE INC
    6305 BRAND RD
    DUBLIN,OH43016     		    VOLUNTEER LEADERSHIP GRANT 3,500
    WEST END CIVIC ASSOCIATION INC
    543 PROSPECT AVENUE
    HARTFORD,CT06105     		    VOLUNTEER LEADERSHIP GRANT 3,500
    WILLOW RIDGE THERAPEUTIC FACILITY INC
    9302 BROCK RD
    PLAIN CITY,OH43064     		    VOLUNTEER LEADERSHIP GRANT 3,500
    WILLOW RIDGE THERAPEUTIC FACILITY INC
    9302 BROCK RD
    PLAIN CITY,OH43064     		    VOLUNTEER LEADERSHIP GRANT 3,500
    WILLOW RIDGE THERAPEUTIC FACILITY INC
    9302 BROCK RD
    PLAIN CITY,OH43064     		    VOLUNTEER LEADERSHIP GRANT 3,500
    YMCA OF CENTRAL OHIO
    40 W LONG STREET
    COLUMBUS,OH43215     		    VOLUNTEER LEADERSHIP GRANT 3,500
    EXCEPTION REPORTING
    7000 CARDINAL PLACE
    DUBLIN,OH43017     		    EXCEPTION REPORTING -5,000
    Total .................................bullet 3a 5,145,584
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		         
    4 Dividends and interest from securities....     14 919,158  
    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 1,403,434  
    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).. 0 2,322,592 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,322,592
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 0   0

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Statement:
    THE OHIO ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE FOUNDATIONS TO ANNUALLY FILE THEIR FORM 990-PF IN ENTIRETY. THE OHIO ATTORNEY GENERAL DOES REQUIRE AN ANNUAL REPORT TO BE FILED ON-LINE, WHICH THE ORGANIZATION WILL FILE PRIOR TO THE DUE DATE.

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PIMCO TOTAL RETURN FUND FMV 1,657,950 1,657,950
    LOOMIS FMV 5,622,656 5,622,656
    BLACKROCK GLOBAL ASSET FMV 5,175,877 5,175,877
    PIMCO GLOBAL ASSET ALLOCATION FMV 5,833,822 5,833,822
    STATE STREET GLOBAL ADVISORS FMV 2,782,613 2,782,613
    FIDELITY INFLATION PROTECTED FMV 2,702,880 2,702,880
    FIDELITY SHORT TERM BOND FMV 3,570,669 3,570,669
    FIDELITY TOTAL INT'L FMV 10,479,052 10,479,052
    FIDELITY TOTAL MARKET FMV 9,897,903 9,897,903
    FIDELITY US BOND FMV 1,881,664 1,881,664

    TY 2020 OtherExpensesSchedule
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 58,151 58,151   0
    LICENSING FEES 3,226 0   0
    BANK SERVICES 1,738 0   0
    PROGRAM RELATED 116,076 0   116,076


    TY 2020 OtherIncreasesSchedule
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Description Amount
    MARK TO MARKET ADJUSTMENT 7,747,411


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 33,800 0   0
    EMPLOYEE GIVING PROGRAM (TRUIST) 13,240 0   13,240
    OTHER 10,364 0   0


    TY 2020 TaxesSchedule
    Name:
    CARDINAL HEALTH FOUNDATION
    EIN:
    31-1746458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 40,000 0   0
    OH AG FILING 200 0   0