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
BUSSING-KOCH FOUNDATION INC
 
% Wilfred C Bussing III
Number and street (or P.O. box number if mail is not delivered to street address)2905 Bayard Park Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Evansville, IN47714
A Employer identification number

35-1780862
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,266,736J 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) 256,153
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,613 5,613 5,613
4 Dividends and interest from securities... 50,527 50,527 50,527
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 146,332
b Gross sales price for all assets on line 6a 515,392
7 Capital gain net income (from Part IV, line 2)... 146,332
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 458,625 202,472 56,140
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 40,218 40,218 40,218 40,218
17 Interest............... 46 46 46 46
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,018 418 418 418
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 330 330 330 330
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,612 41,012 41,012 41,012
25 Contributions, gifts, grants paid....... 131,285 131,285
26 Total expenses and disbursements. Add lines 24 and 25 174,897 41,012 41,012 172,297
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 283,728
b Net investment income (if negative, enter -0-) 161,460
c Adjusted net income (if negative, enter -0-)... 15,128
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.............      
2 Savings and temporary cash investments......... 57,730 316,723 316,723
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 88,794 Click to see attachment86,164 93,975
b Investments—corporate stock (attach schedule)....... 1,282,982 Click to see attachment1,397,233 3,220,854
c Investments—corporate bonds (attach schedule)....... 179,659 Click to see attachment183,501 190,809
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans............. 14,381 14,381 14,381
13 Investments—other (attach schedule).......... 520,689 Click to see attachment426,003 429,994
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,144,235 2,424,005 4,266,736
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,144,235 2,424,005
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)..... 2,144,235 2,424,005
30 Total liabilities and net assets/fund balances (see instructions). 2,144,235 2,424,005
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
2,144,235
2
Enter amount from Part I, line 27a .....................
2
283,728
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,135
4
Add lines 1, 2, and 3 ..........................
4
2,431,098
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,093
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,424,005
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 U.S. Treasury Notes, 2.0% due 2/15/25 P 2017-05-31 2020-12-30
b United Technologies Corp. Sr. Unsecured, 3.35% due 8/16/21 P 2018-08-13 2020-12-24
c U.S. Treasury Notes, 2.5% due 1/31/24 P 2018-03-18 2020-12-02
d U.S. Treasury Notes, 2.5% due 1/31/24 P 2019-02-19 2020-12-22
e U.S. Treasury Notes, 2.5% due 1/31/24 P 2019-02-13 2020-12-15
U.S. Treasury Notes, 2.5% due 2/15/27 P 2017-02-28 2020-12-23
U.S. Treasury Notes, 2.0% due 2/15/25 P 2017-05-31 2020-12-07
U.S. Treasury Notes, 2.0% due 2/15/25 P 2017-06-30 2020-12-29
U.S. Treasury Notes, 2.0% due 2/15/25 P 2017-11-30 2020-12-07
Exelon Corp. Sr. Unsecured, 2.85% due 6/15/20 P 2015-06-08 2020-12-23
Fifth Third Bank Sr. Unsecured, 2.875% due 7/27/20 P 2015-07-22 2020-04-30
Marsh & McLennan Cos., Inc. Sr., 3.5% due 12/29/20 P 2019-01-08 2020-04-30
Boeing Co., Sr. Unsecured, 4.508% due 5/1/23 P 2020-04-30 2020-05-27
Occidental Petroleum Corp. Sr. Unsecured, 2.7% due 8/15/22 P 2019-08-05 2020-05-05
Apple, Inc. Sr. Unsecured, 0.75% due 5/11/23 P 2020-05-04 2020-06-16
AT&T, Inc. Sr. Unsecured, 3.9% due 3/11/24 P 2018-03-21 2020-07-27
CVS Health Corp. Sr. Unsecured, 3.7% due 3/9/23 P 2018-03-06 2020-08-12
Goldman Sachs Group Sr. Unsecured, 2.75% due 9/15/20 P 2015-09-08 2020-08-17
Glaxosmithkline Capital Sr. Unsecured, 3.125% due 5/14/21 P 2018-05-10 2020-10-13
Anthem, Inc. Sr. Unsecured, 2.5% due 11/21/20 P 2017-11-14 2020-11-23
U.S. Treasury Notes, 2.5% due 1/31/24 P 2019-02-13 2020-11-09
DowDupont, Inc. Sr. Unsecured, 3.766% due 11/15/20 P 2018-11-14 2020-11-16
U.S. Treasury Notes, 2.0% due 2/15/25 P 2017-11-30 2020-11-09
3 sh., Accenture P 2017-03-07 2020-01-02
3 sh., Red Electrica P 2015-03-20 2020-01-07
35 sh., Red Electrica P 2017-11-17 2020-01-07
25 sh., Red Electrica P 2018-06-26 2020-01-07
32 sh., Red Electrica P 2018-08-28 2020-01-07
2 sh., Royal Dutch Shell P 2015-07-31 2020-01-30
11 sh., Royal Dutch Shell P 2016-02-05 2020-01-30
9 sh., Royal Dutch Shell P 2016-03-08 2020-01-30
5 sh., Wolters Kluwer P 2016-01-20 2020-01-06
5 sh., Wolters Kluwer P 2017-01-23 2020-01-06
325 sh., Lloyds Banking Group P 2020-01-06 2020-02-24
42 sh., Komatsu P 2012-02-17 2020-02-13
28 sh., Komatsu P 2019-01-11 2020-02-13
7 sh., Royal Dutch Shell P 2016-03-08 2020-02-03
10 sh., Royal Dutch Shell P 2017-01-25 2020-02-03
6 sh., Royal Dutch Shell P 2017-11-17 2020-02-03
6 sh., Royal Dutch Shell P 2018-12-18 2020-02-03
30 sh., MOWI P 2019-08-28 2020-03-26
8 sh., MOWI P 2019-10-21 2020-03-26
16 sh., MOWI P 2019-11-18 2020-03-26
1 sh., Shin-Etsu Chemical P 2019-04-08 2020-03-02
9 sh., Shin-Etsu Chemical P 2019-04-08 2020-03-02
61 sh. Assa Abloy P 2010-05-24 2020-03-23
7 sh., DBS Group Holdings P 2017-02-03 2020-03-10
4 sh., Medtronic P 2017-03-29 2020-03-20
5 sh., Medtronic P 2017-04-20 2020-03-20
58 sh., Nordea Bank P 2017-07-17 2020-03-11
3 sh., ABB P 2019-07-01 2020-04-14
2 sh., Air Liquide P 2019-12-20 2020-04-14
4 sh., Alstom P 2020-01-23 2020-04-14
2 sh., Beiersdorf P 2019-10-15 2020-04-14
1 sh., Enel Societa Per Azioni P 2020-01-06 2020-04-14
1 sh., Knorr-Bremse P 2018-12-19 2020-04-14
1 sh., Linde P 2020-03-20 2020-04-14
1 sh., Nintendo P 2020-03-12 2020-04-14
3 sh., Shimano P 2020-03-12 2020-04-14
1 sh., Vestas Wind Systems P 2019-10-08 2020-04-14
1 sh., AON P 2015-08-14 2020-04-14
3 sh., Assa Abloy P 2010-05-24 2020-04-14
1 sh., BHP Billiton P 2015-10-15 2020-04-14
1 sh., DBS Group Holdings P 2017-02-09 2020-04-14
15 sh., Daiwa House Industries P 2013-08-29 2020-04-14
1 sh., Daiwa House Industries P 2013-08-29 2020-04-14
1 sh., Safran P 2017-12-01 2020-04-14
16 sh., KAO Corp. P 2017-07-21 2020-04-14
4 sh., KAO Corp. P 2017-07-21 2020-04-14
2 sh., Lonza Group P 2019-04-09 2020-04-14
4 sh., Koninklijke DSM P 2019-02-28 2020-04-14
3 sh., Nordea Bank P 2017-07-17 2020-04-14
1 sh., Nordea Bank P 2017-12-27 2020-04-14
1 sh., Prudential P 2011-09-09 2020-04-14
2 sh., Ryohin Keikau Co. P 2016-07-07 2020-04-14
5 sh., Sampo OYJ-A P 2012-06-11 2020-04-14
3 sh., Sanofi P 2019-03-01 2020-04-14
3 sh., Shin-Etsu Chemical P 2019-04-09 2020-04-14
4 sh., Sumitomo Mitsui Financial Group P 2011-03-16 2020-04-14
1 sh., Suzuki Motor Group P 2019-01-10 2020-04-14
4 sh., Telenor P 2015-04-30 2020-04-14
4 sh., Unilever P 2015-10-01 2020-04-14
2 sh., Vivendi P 2018-09-24 2020-04-14
9 sh., Volkswagen P 2018-11-06 2020-04-14
1 sh., Ferguson P 2016-01-27 2020-04-14
1 sh., Wolters Kluwer P 2017-01-23 2020-04-14
1 sh., Vinci P 2015-03-04 2020-04-14
1 sh., Vinci P 2016-07-06 2020-04-14
8 sh., Lonza Group P 2019-04-09 2020-05-28
1 sh., Lonza Group P 2019-04-10 2020-05-28
14 sh., Prudential P 2011-09-09 2020-05-22
9 sh., Prudential P 2013-03-13 2020-05-22
1 sh., Genmab P 2020-04-14 2020-06-02
21 sh., Roche Holdings P 2020-03-13 2020-06-04
0.18605 sh., Alcorn, Inc. P 2010-01-28 2020-06-01
1.67442 sh., Alcorn, Inc. P 2010-09-01 2020-06-01
1.86047 sh., Alcorn, Inc. P 2011-08-05 2020-06-01
1.67442 sh., Alcorn, Inc. P 2020-07-18 2020-06-01
0.55814 sh., Alcorn, Inc. P 2014-06-27 2020-06-01
0.55814 sh., Alcorn, Inc. P 2017-11-17 2020-06-01
1.48836 sh., Alcorn, Inc. P 2018-11-21 2020-06-01
26 sh., Genmab P 2018-02-26 2020-07-31
8 sh., Ryanair Holdings P 2016-05-31 2020-06-05
4 sh., BNP Paribas P 2019-11-20 2020-07-31
2 sh., Beiersdorf P 2019-10-15 2020-07-31
14 sh., Enel Societa Per Azioni P 2020-01-06 2020-07-31
4 sh., Flughafen Zuerich P 2020-03-20 2020-07-31
1 sh., Hitachi P 2019-11-11 2020-07-31
1 sh., Knorr-Bremse P 2019-12-19 2020-07-31
1 sh., Nintendo P 2019-11-01 2020-07-31
4 sh., Nexon Co. P 2018-05-18 2020-07-31
1 sh., Sandvik P 2020-07-17 2020-07-31
2 sh., Shimano P 2020-03-12 2020-07-31
7 sh., Tesco P 2019-10-03 2020-07-31
1 sh., Vestas Wind Systems P 2019-10-08 2020-07-31
7 sh., Z Holdings Group P 2020-07-08 2020-07-31
2 sh., AIA Group P 2018-09-24 2020-07-31
2 sh., ABB P 2019-07-01 2020-07-31
1 sh., Accenture P 2017-03-07 2020-07-31
1 sh., Assa Abloy P 2010-05-04 2020-07-31
3 sh., Assa Abloy P 2011-11-29 2020-07-31
1 sh., BHP Billiton P 2015-10-15 2020-07-31
1 sh., Canadian National Railway P 2016-08-09 2020-07-31
3 sh., Carlsberg P 2015-09-21 2020-07-31
4 sh., Compass Group P 2015-07-10 2020-07-31
2 sh., Daiwa House P 2013-08-29 2020-07-31
17 sh., Engie P 2019-05-10 2020-07-31
5 sh., Equinor P 2016-11-07 2020-07-31
1 sh., Safran P 2017-12-01 2020-07-31
2 sh., Informa P 2011-08-08 2020-07-31
26 sh., KAO Corp. P 2017-07-21 2020-07-31
2 sh., KAO Corp. P 2017-07-21 2020-07-31
1 sh., Lonza Group P 2019-04-10 2020-07-31
2 sh., Koninklijke DSM P 2019-02-28 2020-07-31
3 sh., Makita Corp. P 2013-05-02 2020-07-31
1 sh., Medtronic P 2017-04-20 2020-07-31
6 sh., Nordea Bank P 2017-12-27 2020-07-31
2 sh., Novartis P 2010-09-01 2020-07-31
7 sh., Prudential P 2013-03-13 2020-07-31
6 sh., Relx P 2015-12-15 2020-07-31
2 sh., Sampo OYJ-A P 2012-06-11 2020-07-31
2 sh., Sanofi P 2019-03-01 2020-07-31
1 sh., SAP P 2016-09-23 2020-07-31
9 sh., Sumitomo Mitsui Financial Group, Inc. P 2011-03-16 2020-07-31
4 sh., Suncor Energy, Inc. P 2016-11-16 2020-07-31
2 sh., Telenor P 2015-04-30 2020-07-31
1 sh., Telenor P 2015-06-09 2020-07-31
1 sh., Unilver P 2015-10-01 2020-07-31
7 sh., Vivendi P 2018-09-24 2020-07-31
8 sh., Ferguson P 2016-01-27 2020-07-31
2 sh., Accenture P 2017-03-17 2020-07-31
2 sh., Lonza Group P 2019-04-10 2020-07-31
11 sh., Sampo OYJ-A P 2019-06-11 2020-07-31
15 sh., Compass Group P 2020-03-26 2020-09-22
4 sh., Compass Group P 2020-04-14 2020-09-22
60 sh., Assa Abloy P 2011-11-29 2020-09-10
29 sh., Assa Abloy P 2011-11-29 2020-09-10
24 sh. Assa Abloy P 2017-12-27 2020-09-10
Compass Group P 2015-07-10 2020-09-22
Compass Group P 2015-08-21 2020-09-22
12 sh., Compass Group P 2017-11-29 2020-09-22
1 sh., Compass Group P 2019-04-15 2020-09-22
5 sh., Novartis P 2010-09-01 2020-09-01
1 sh., Novartis P 2011-08-05 2020-09-01
4 sh., SAP P 2016-09-23 2020-09-09
10 sh., SAP P 2016-11-22 2020-10-28
8 sh., Nintendo P 2019-11-01 2020-11-10
1 sh., Nintendo P 2019-11-05 2020-11-10
7 sh., Novartis P 2011-08-05 2020-11-27
4 sh., SAP P 2016-11-22 2020-11-23
8 sh., SAP P 2017-01-19 2020-11-23
3 sh., SAP P 2017-10-19 2020-11-23
4 sh., Linde P 2020-03-03 2020-12-04
261 sh., Alstom P 2020-12-22 2020-12-23
14 sh., Informa P 2011-08-08 2020-12-04
8 sh., Informa P 2011-09-01 2020-12-04
25 sh., Vivendi P 2018-09-24 2020-12-01
0.8 sh., Qvintiv, Inc. P 2020-01-27 2020-01-27
32 sh., Adient P 2017-06-08 2020-02-06
27 sh., Adient P 2018-06-15 2020-02-06
7 sh., Alibaba Group Holding P 2017-11-20 2020-03-20
9 sh., New Oriental Education & Technology Group, Inc. P 2018-02-07 2020-03-18
26 sh., New Oriental Education & Technology Group, Inc. P 2018-02-28 2020-03-18
76 sh., Otis Worldwide Corp. P 2020-04-03 2020-04-07
0.36120 sh., Raytheon Technology Corp. P 2020-03-23 2020-04-03
26 sh., Oracle Corporation P 2013-04-05 2020-04-13
14 sh., Oracle Corporation P 2013-09-06 2020-04-13
57 sh. Apache Corp. P 2016-01-05 2020-05-15
78 sh., Apache Corp. P 2016-05-16 2020-05-15
14 sh., Apache Corp. P 2016-07-12 2020-05-15
28 sh., Apache Corp. P 2016-09-22 2020-05-15
56 sh., Apache Corp. P 2017-02-22 2020-05-15
34 sh., Apache Corp. P 2017-03-10 2020-05-15
4 sh., Apache Corp. P 2017-09-01 2020-05-15
14 sh., Apache Corp. P 2018-01-23 2020-05-15
35 sh., Apache Corp. P 2018-03-22 2020-05-15
50 sh., Apache Corp. P 2019-01-29 2020-05-15
4.9639 sh., Qvintiv, Inc. P 2020-01-20 2020-05-11
19.8556 sh., Qvintiv, Inc. P 2015-06-18 2020-05-11
31.76895 sh., Qvintiv, Inc. P 2016-07-12 2020-05-11
44.47653 sh., Qvintiv, Inc. P 2017-06-08 2020-05-11
8.93502 sh., Qvintiv, Inc. P 2018-01-17 2020-05-11
5 sh., Alibaba Group Holding P 2017-11-20 2020-07-31
1 sh., Alphabet, Inc. P 2013-04-18 2020-07-28
3 sh., Amazon.com, Inc. P 2014-10-28 2020-07-28
1 sh., Amazon.com, Inc. P 2014-10-01 2020-07-28
33 sh. Carrier Global Corp. P 2015-08-13 2020-07-28
14 sh. Carrier Global Corp. P 2015-11-17 2020-07-28
9 sh., Microsoft Corp. P 2013-09-05 2020-07-31
2 sh., Facebook, Inc. P 2015-12-03 2020-08-19
5 sh., U.S. Bancorp P 2018-06-20 2020-08-26
4 sh., Facebook, Inc. P 2015-12-03 2020-09-01
2 sh., Facebook, Inc. P 2016-07-12 2020-09-01
3 sh., New Oriental Education and Technology Group, Inc. P 2018-02-28 2020-09-01
10 sh., New Oriental Education and Technology Group, Inc. P 2018-08-03 2020-09-01
2 sh., Facebook, Inc. P 2016-07-12 2020-10-09
20 sh., Quest Diagnostics, Inc. P 2019-02-26 2020-12-11
Premier Graham A P 2017-12-31 2020-02-14
3.101 sh., Invesco Oppenheimer Intl. Growth Fund #7063 P 2018-03-16 2020-01-23
7.678 sh., Carillon Eagle Small Cap. Growth Fund #3933 P 2020-08-14 2020-01-23
3.009 sh., Driehaus Emerging Markets Growth Fund #23 P 2018-03-16 2020-01-23
0.642 sh., Janus Henderson Enterprise #102 P 2016-04-25 2020-01-23
12.101 sh., JP Morgan U.S. Small Company Fund #1384 P 2016-12-23 2020-01-23
5.021 sh., Boston Partners Small Cap Value II Fund #77 P 2019-11-20 2020-01-23
1.946 sh., T. Rowe Price Blue Chip Growth Fund #92 P 2018-09-28 2020-01-23
196.541 sh., Vanguard Intermediate Term Bond Fund #5314 P 2018-03-16 2020-01-23
3.05 sh., Invesco Oppenheimer Intl. Growth Fund #7063 P 2018-03-16 2020-06-24
3.382 sh., Carillon Eagle Small Cap Growth Fund #3933 P 2016-08-12 2020-06-24
17.75 sh., Delaware Value Institutional Fund #459 P 2018-09-28 2020-06-24
13.137 sh., Driehaus Emerging Markets Growth Instl. Fund #23 P 2018-03-16 2020-06-24
10.862 sh., JP Morgan U.S. Small Company Fund #1384 P 2016-12-16 2020-06-24
10.149 sh., Boston Partners All-Cap Value Instl. Fund #7007 P 2018-09-28 2020-06-24
2.989 sh., Boston Partners Small Cap Value II Instl. Fund #77 P 2019-11-20 2020-06-24
1.574 sh., T. Rowe Price Blue Chip Fund #93 P 2018-09-28 2020-06-24
10.021 sh., Victory Sycamore Established Value Fund #203 P 2019-03-12 2020-06-24
14.092 sh., PIMCO Moderate Duration Instl. Fund #120 P 2013-09-24 2020-06-24
29.536 sh., Vanguard Intermediate Term Bond Index Fund #5314 P 2016-08-17 2020-06-24
6.942 sh., Invesco Oppenheimer Intl. Growth Fund #7063 P 2018-09-28 2020-11-24
3.591 sh., Carillon Eagle Small Cap Growth Fund #3933 P 2019-09-03 2020-11-24
3.901 sh., Oakmark International Institutional Fund #2886 P 2018-03-16 2020-11-24
0.277 sh., Janus Henderson Enterprise Fund #102 P 2019-11-20 2020-11-24
0.027 sh., JP Morgan U.S. Small Cap Growth Fund #1384 P 2016-12-30 2020-11-24
15.686 sh., Clearbridge Large Cap Value Fund #3 P 2019-09-18 2020-11-24
69.848 sh., Pioneer Fundamental Growth Fund #740 P 2019-09-18 2020-11-24
0.539 sh., Boston Partners All-Cap Value Institutional Fund #7007 P 2019-09-25 2020-11-24
11.692 sh., Boston Partners All-Cap Value Institutional Fund #7007 P 2019-11-20 2020-11-24
5.047 sh., T. Rowe Price Blue Chip Growth Fund #93 P 2019-09-25 2020-11-24
19.288 sh., Victory Sycamore Established Value Fund #203 P 2019-09-18 2020-11-24
STCG, Pioneer Fundamental Growth Fund #740 P 2020-11-03 2020-11-27
LTCG, Pioneer Fundamental Growth Fund #740 P 2017-11-02 2020-11-27
67.044 sh., Vanguard Short Term Bond Index Adm. Fund #5132 P 2019-11-20 2020-11-24
LTCG, Boston Partners All-Cap Value Fund #7007 P 2016-12-05 2020-12-14
LTCG, JP Morgan U.S. Small Company Fund #1384 P 2017-12-06 2020-12-15
STCG, JP Morgan U.S. Small Company Fund #1384 P 2020-12-01 2020-12-15
LTCG, T. Rowe Price Blue Chip Growth Fund #93 P 2010-12-28 2020-12-16
STCG, T. Rowe Price Blue Chip Growth Fund #93 P 2020-12-07 2020-12-16
LTCG, Invesco Oppenheimer Intl. Growth Fund #7063 P 2017-12-05 2020-12-17
LTCG, Victory Sycamore Established Value Fund #203 P 2019-12-02 2020-12-17
STCG, Victory Sycamore Established Value Fund #203 P 2020-12-07 2020-12-17
LTCG, Driehaus Emerging Markets Growth Fund #23 P 2017-12-20 2020-12-18
STCG, Driehaus Emerging Markets Growth Fund #23 P 2020-12-01 2020-12-18
LTCG, Delaware Value Institutional Fund #459 P 2016-12-01 2020-12-21
LTCG, Janus Henderson Enterprise Fund #102 P 2004-12-16 2020-12-21
LTCG, Clearbridge Large Cap Value Fund #3 P 2003-12-03 2020-12-21
LTCG, Carillon Eagle Small Cap Growth Fund #3933 P 2009-12-16 2020-12-22
LTCG, PIMCO Moderate Duration Institutional Fund #120 P 2017-12-05 2020-12-11
STCG, PIMCO Moderate Duration Institutional Fund #120 P 2020-12-01 2020-12-11
LTCG, Vanguard Intermediate Term Bond Index Adm. Fund #5314 P 2007-12-17 2020-12-11
75 sh., Ishares S&P Global Infrastructure Index Fund P 2020-01-02 2020-05-14
75 sh., Apple, Inc. P 2014-12-01 2020-01-15
200 sh., Microsoft Corp. P 2020-01-08 2020-04-08
360 sh., Allergan P 2020-02-05 2020-05-07
110 sh., Apple, Inc. P 2020-04-01 2020-07-07
130 sh., Apple, Inc. P 2020-05-05 2020-08-31
0.75 sh., Viatris, Inc. P 2020-12-01 2020-12-24
4.74 sh., Invesco Oppenheimer Intl. Growth Fund #7063 P 2018-09-28 2020-06-24
9.114 sh., Invesco Oppenheimer Intl. Growth Fund #7063 P 2017-05-23 2020-11-24
3.48 sh., Carillon Eagle Small Cap Growth Fund #3933 P 2016-08-19 2020-06-24
6.593 sh., Carillon Eagle Small Cap Growth Fund #3933 P 2019-03-12 2020-06-24
10.916 sh., Oakmark Instl. Intl. Fund #2886 P 2018-03-23 2020-11-24
24.103 sh., Oakmark Instl. Intl. Fund #2886 P 2017-05-23 2020-11-24
2.121 sh., Janus Henderson Enterprise Fund #102 P 2019-09-25 2020-11-24
10.612 sh., Janus Henderson Enterprise Fund #102 P 2016-04-25 2020-11-24
30.262 sh., JP Morgan U.S. Small Company Fund #1384 P 2016-08-12 2020-01-23
14.795 sh., JP Morgan U.S. Small Company Fund #1384 P 2019-03-12 2020-11-24
7.511 sh., Clearbridge Large Cap Value Fund #3 P 2018-03-16 2020-11-24
5.261 sh., Clearbridge Large Cap Value Fund #3 P 2019-09-25 2020-11-24
9.534 sh., PIMCO Moderate Duration Instl. Fund #120 P 2015-02-16 2020-06-24
47.773 sh., PIMCO Moderate Duration Instl. Fund #120 P 2015-02-09 2020-06-24
5.24 sh., PIMCO Moderate Duration Instl. Fund #120 P 2015-02-19 2020-06-24
2.724 sh., Boston Partners All-Cap Value Instl. Fund #7007 P 2018-03-23 2020-06-24
4.671 sh., Boston Partners All-Cap Value Instl. Fund #7007 P 2019-03-12 2020-06-24
53.453 sh., Vanguard Short Term Bond Index Adm. Fund #5132 P 2019-09-25 2020-11-24
336.225 sh., Vanguard Short Term Bond Index Adm. Fund #5132 P 2019-09-18 2020-11-24
27.915 sh., Vanguard Intermediate Term Bond Index Fund #5314 P 2018-09-28 2020-01-23
425.154 sh., Vanguard Intermediate Term Bond Index Fund #5314 P 2019-05-23 2020-06-24
12.315 sh., Victory Sycamore Established Value Fund #203 P 2019-09-25 2020-11-24
8.703 sh., Victory Sycamore Established Value Fund #203 P 2019-03-12 2020-11-24
47.838 sh., Victory Sycamore Established Value Fund #203 P 2016-04-25 2020-11-24
(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 1,018   993 25
b 4,117   3,995 122
c 5,366   5,002 364
d 2,153   2,001 152
e 2,153   1,999 154
1,107   990 117
2,155   1,987 168
2,155   1,977 178
1,078   985 93
4,002   3,999 3
7,017   6,991 26
4,057   3,997 60
5,113   5,000 113
4,550   4,995 -445
2,016   1,995 21
6,666   5,999 667
6,470   5,946 524
7,000   6,986 14
6,102   5,984 118
6,000   5,989 11
2,143   1,999 144
4,000   4,000 0
2,138   1,973 165
630   372 258
29   30 -1
338   372 -34
241   263 -22
309   343 -34
107   115 -8
587   491 96
480   424 56
360   153 207
360   188 172
877   1,071 -194
887   1,256 -369
591   674 -83
360   330 30
515   556 -41
309   371 -62
309   342 -33
468   733 -265
125   205 -80
249   398 -149
28   23 5
251   209 42
466   202 264
429   375 54
313   324 -11
391   406 -15
398   794 -396
55   61 -6
55   56 -1
17   20 -3
41   47 -6
7   8 -1
23   25 -2
189   155 34
53   50 3
45   43 2
30   25 5
193   102 91
28   10 18
40   36 4
56   54 2
343   273 70
25   18 7
22   26 -4
246   204 42
66   51 15
86   62 24
122   108 14
17   41 -24
6   12 -6
26   19 7
20   46 -26
78   60 18
138   127 11
80   70 10
21   26 -5
119   211 -92
62   91 -29
214   165 49
46   53 -7
122   160 -38
7   5 2
73   38 35
21   15 6
21   17 4
394   248 146
49   31 18
340   260 80
219   294 -75
30   22 8
911   815 96
12   6 6
106   54 52
118   65 53
106   58 48
35   31 4
35   29 6
94   80 14
773   541 232
649   699 -50
80   111 -31
48   47 1
127   113 14
20   18 2
60   79 -19
29   25 4
55   50 5
104   80 24
18   20 -2
44   28 16
61   62 -1
43   25 18
75   71 4
72   69 3
50   41 9
222   124 98
11   3 8
32   11 21
53   36 17
97   63 34
88   47 41
55   72 -17
44   36 8
226   252 -26
74   84 -10
26   26 0
19   23 -4
413   332 81
29   26 3
62   31 31
76   54 22
117   86 31
95   81 14
46   73 -27
165   94 71
203   229 -26
127   106 21
36   24 12
105   85 20
158   92 66
48   58 -10
63   121 -58
31   45 -14
15   23 -8
60   41 19
184   184 0
71   42 29
479   248 231
121   63 58
196   132 64
229   200 29
61   62 -1
678   226 452
328   296 32
271   248 23
109   128 -19
425   468 -43
183   249 -66
15   23 -8
437   234 203
88   51 37
631   370 261
1,136   852 284
513   398 115
64   49 15
623   354 269
471   341 130
942   715 227
353   340 13
985   622 363
113   0 113
216   162 54
123   93 30
748   657 91
14   0 14
897   2,163 -1,266
757   1,288 -531
1,291   1,315 -24
1,025   789 236
2,961   2,365 596
3,351   0 3,351
18   18 0
1,367   830 537
736   451 285
601   2,473 -1,872
823   4,300 -3,477
148   806 -658
295   1,708 -1,413
591   3,084 -2,493
359   1,705 -1,346
42   158 -116
148   669 -521
369   1,316 -947
528   1,661 -1,133
29   323 -294
116   1,203 -1,087
186   1,298 -1,112
260   1,988 -1,728
52   607 -555
1,254   939 315
1,519   384 1,135
8,817   892 7,925
3,060   297 2,763
860   625 235
365   265 100
1,815   283 1,532
527   208 319
182   258 -76
1,190   415 775
595   236 359
449   273 176
1,498   859 639
527   236 291
2,440   1,736 704
83,170   88,976 -5,806
140   138 2
420   425 -5
120   124 -4
95   58 37
217   224 -7
130   128 2
255   223 32
2,347   2,166 181
129   136 -7
172   187 -15
325   413 -88
500   540 -40
160   200 -40
226   284 -58
55   76 -21
215   180 35
330   372 -42
153   149 4
372   353 19
355   287 68
240   189 51
98   112 -14
45   40 5
1   1 0
551   525 26
2,115   1,850 265
15   14 1
295   298 -3
820   583 237
812   775 37
1   0 1
1,213   0 1,213
728   710 18
29   0 29
47   0 47
15   0 15
172   0 172
0   0 0
1,097   0 1,097
263   0 263
32   0 32
113   0 113
49   0 49
64   0 64
586   0 586
680   0 680
379   0 379
275   0 275
190   0 190
127   0 127
2,611   3,211 -600
23,604   6,745 16,859
32,331   5,874 26,457
69,432   61,730 7,702
40,289   9,892 30,397
64,887   9,845 55,042
13   14 -1
201   196 5
465   367 98
177   190 -13
336   347 -11
275   306 -31
607   639 -32
347   300 47
1,733   953 780
543   497 46
299   246 53
264   251 13
185   175 10
103   100 3
517   500 17
57   55 2
60   74 -14
104   114 -10
581   565 16
3,651   3,547 104
333   304 29
5,348   4,860 488
518   490 28
366   323 43
2,014   1,542 472
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       25
b       122
c       364
d       152
e       154
      117
      168
      178
      93
      3
      26
      60
      113
      -445
      21
      667
      524
      14
      118
      11
      144
      0
      165
      258
      -1
      -34
      -22
      -34
      -8
      96
      56
      207
      172
      -194
      -369
      -83
      30
      -41
      -62
      -33
      -265
      -80
      -149
      5
      42
      264
      54
      -11
      -15
      -396
      -6
      -1
      -3
      -6
      -1
      -2
      34
      3
      2
      5
      91
      18
      4
      2
      70
      7
      -4
      42
      15
      24
      14
      -24
      -6
      7
      -26
      18
      11
      10
      -5
      -92
      -29
      49
      -7
      -38
      2
      35
      6
      4
      146
      18
      80
      -75
      8
      96
      6
      52
      53
      48
      4
      6
      14
      232
      -50
      -31
      1
      14
      2
      -19
      4
      5
      24
      -2
      16
      -1
      18
      4
      3
      9
      98
      8
      21
      17
      34
      41
      -17
      8
      -26
      -10
      0
      -4
      81
      3
      31
      22
      31
      14
      -27
      71
      -26
      21
      12
      20
      66
      -10
      -58
      -14
      -8
      19
      0
      29
      231
      58
      64
      29
      -1
      452
      32
      23
      -19
      -43
      -66
      -8
      203
      37
      261
      284
      115
      15
      269
      130
      227
      13
      363
      113
      54
      30
      91
      14
      -1,266
      -531
      -24
      236
      596
      3,351
      0
      537
      285
      -1,872
      -3,477
      -658
      -1,413
      -2,493
      -1,346
      -116
      -521
      -947
      -1,133
      -294
      -1,087
      -1,112
      -1,728
      -555
      315
      1,135
      7,925
      2,763
      235
      100
      1,532
      319
      -76
      775
      359
      176
      639
      291
      704
      -5,806
      2
      -5
      -4
      37
      -7
      2
      32
      181
      -7
      -15
      -88
      -40
      -40
      -58
      -21
      35
      -42
      4
      19
      68
      51
      -14
      5
      0
      26
      265
      1
      -3
      237
      37
      1
      1,213
      18
      29
      47
      15
      172
      0
      1,097
      263
      32
      113
      49
      64
      586
      680
      379
      275
      190
      127
      -600
      16,859
      26,457
      7,702
      30,397
      55,042
      -1
      5
      98
      -13
      -11
      -31
      -32
      47
      780
      46
      53
      13
      10
      3
      17
      2
      -14
      -10
      16
      104
      29
      488
      28
      43
      472
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 2 146,332
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,244
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,244
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,244
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,088
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 4,088
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,844
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,844 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWilfred C Bussing III Telephone no.bullet (812) 473-1060

    Located atbullet2709 Washington AvenueSuite 18EvansvilleIN ZIP+4bullet47714
    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.) Click to see attachment..............
    2b
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    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
    Wilfred C Bussing IIIClick to see attachment President
    3.00     		0 0 0
    9079 BLACKBERRY LANE
    NEWBURGH,IN47630
    Marie A BussingClick to see attachment Vice President
    1.00     		0 0 0
    1524 Glen Eden Lane
    Evansville,IN47715
    Katherine K BussingClick to see attachment Secretary-Treasurer
    1.00     		0 0 0
    1533 Victoria Green Boulevard
    Evansville,IN47715
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    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 0
    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
    3,016,913
    b
    Average of monthly cash balances.......................
    1b
    83,760
    c
    Fair market value of all other assets (see instructions)................
    1c
    429,994
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,530,667
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,530,667
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    52,960
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,477,707
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    173,885
    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
    173,885
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,244
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    2,244
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    171,641
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    171,641
    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
    171,641
    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
    172,297
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    172,297
    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
    172,297
    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 7 171,641
    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...... 481,888
    b From 2016...... 0
    c From 2017...... 137,162
    d From 2018...... 0
    e From 2019...... 8,069
    fTotal of lines 3a through e........ 627,119
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 172,297
    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..... 172,297
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 1,308 1,308
    (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 5 625,811
    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 ..........     		-1,964
    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) ...     		480,580
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		145,231
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 137,162
    c Excess from 2018.... 0
    d Excess from 2019.... 8,069
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Constance K Bussing
    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
    Bridges Community Services Inc
    318 W Eighth Street
    Muncie,IN47302     		No Relationship PC general operating expense 250
    Brothers of Holy Cross
    P O Box 460
    Notre Dame,IN46556     		No Relationship PC general operating expense 750
    Buffalo Trace Council Inc B S A
    3501 E Lloyd Expressway
    Evansville,IN47715     		No Relationship PC general operating expense 1,500
    Congregations Acting for Justice a
    734 W Delaware Street
    Suites 236 and 238
    Evansville,IN47710     		No Relationship PC general operating expense 3,000
    Dream Center Evansville Inc
    16 W Morgan Avenue
    Evansville,IN47710     		No Relationship PC general operating expense 2,000
    Eastview Missionary Baptist Church
    801 S Garvin Street
    Evansville,IN47713     		No Relationship PC general operating expense 600
    Equal Opportunity Schools
    5601 Sixth Avenue South
    Suite 258
    Seattle,WA98108     		No Relationship PC general operating expense 2,000
    Evansville ARC Inc
    615 W Virginia Street
    Evansville,IN47710     		No Relationship PC general operating expense 2,500
    Evansville Catholic High Schools
    520 S Bennighof Avenue
    Evansville,IN47714     		No Relationship PC general operating expense 750
    Evansville Police Department Founda
    P O Box 3114
    Evansville,IN47730     		No Relationship PC general operating expense 3,000
    Marian Educational Outreach Inc
    520 S Bennighof Avenue
    Evansville,IN47714     		No Relationship PC general operating expense 1,000
    Mater Dei High School
    1300 Harmony Way
    Evansville,IN47720     		No Relationship PC capital campaign 15,000
    Museum of Miniature Houses
    111 E Main Street
    Carmel,IN46032     		No Relationship PC general operating expense 25
    Pearls of Distinction Foundation I
    P O Box 174
    Evansville,IN47702     		No Relationship PC general operating expense 100
    Reitz Memorial High School
    1500 Lincoln Avenue
    Evansville,IN47714     		No Relationship PC general operating expense 2,500
    Reitz Memorial High School
    1500 Lincoln Avenue
    Evansville,IN47714     		No Relationship PC capital campaign 15,000
    Indiana University Health Inc
    340 W Tenth Street
    Indianapolis,IN46202     		No Relationship PC general operating expense 500
    St Joseph Catholic Church
    6202 W St Joe Road
    Evansville,IN47720     		No Relationship PC general operating expense 360
    University of Southern Indiana Foun
    8600 University Boulevard
    Evansville,IN47712     		No Relationship PC capital campaign 25,000
    United Way of Southwestern Indiana
    318 Main Street
    Suite 504
    Evansville,IN47708     		No Relationship PC general operating expense 1,150
    United Way of Southwestern Indiana
    318 Main Street
    Suite 504
    Evansville,IN47708     		No Relationship PC COVID-19 relief 25,000
    The Community Foundation Alliance
    5000 E Virginia Street
    Suite 4
    Evansville,IN47715     		No Relationship PC general operating expense 1,000
    Victory Temple Church of Evansville
    121 E Maryland Street
    Evansville,IN47711     		No Relationship PC general operating expense 1,300
    Visiting Nurse Association of South
    P O Box 177
    Evansville,IN47702     		No Relationship PC capital campaign 10,000
    Young Men's Christian Association
    516 Court Street
    Evansville,IN47708     		No Relationship PC capital campaign 15,000
    Young Men's Christian Association
    516 Court Street
    Evansville,IN47708     		No Relationship PC general operating expense 2,000
    Total .................................bullet 3a 131,285
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 5,613 0
    4 Dividends and interest from securities....   0 14 50,527 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0 18 146,332 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 202,472 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    202,472
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    BUSSING-KOCH FOUNDATION INC
     
    Employer identification number

    35-1780862
    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
    BUSSING-KOCH FOUNDATION INC
          		Employer identification number
    35-1780862
    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
    Constance K Bussing
    2905 Bayard Park Drive
     
    Evansville, IN47714

    		$ 256,153


    (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
    BUSSING-KOCH FOUNDATION INC
          		Employer identification number

    35-1780862
    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
     
    		$    
    (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
    BUSSING-KOCH FOUNDATION INC
          		Employer identification number

    35-1780862
    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:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    US Treasury Notes 2017-05 Purchase 2020-01   1,018 993   0   0
    United Technologies Corp Sr Unsecured 2018-08 Purchase 2020-02   4,117 3,995   0   0
    US Treasury Notes 2019-02 Purchase 2020-03   5,366 5,002   0   0
    US Treasury Notes 2019-02 Purchase 2020-03   2,153 2,001   0   0
    US Treasury Notes 2019-02 Purchase 2020-03   2,153 1,999   0   0
    US Treasury Notes 2017-02 Purchase 2020-03   1,107 990   0   0
    US Treasury Notes 2017-05 Purchase 2020-03   2,155 1,987   0   0
    US Treasury Notes 2017-06 Purchase 2020-03   2,155 1,977   0   0
    US Treasury Notes 2017-11 Purchase 2020-03   1,078 985   0   0
    Exelon Corp Sr Unsecured 2015-06 Purchase 2020-04   4,002 3,999   0   0
    Fifth Third Bank Sr Unsecured 2015-07 Purchase 2020-04   7,017 6,991   0   0
    Marsh & McLennan Cos Inc Sr Unsecured 2019-01 Purchase 2020-04   4,057 3,997   0   0
    Boeing Co Sr Unsecured 2020-04 Purchase 2020-05   5,113 5,000   0   0
    Occidental Petroleum Corp Sr Unsecured 2019-08 Purchase 2020-05   4,550 4,995   0   0
    Apple Inc Sr Unsecured 2020-05 Purchase 2020-06   2,016 1,995   0   0
    AT&T Sr Unsecured 2018-03 Purchase 2020-07   6,666 5,999   0   0
    CVS Health Corp Sr Unsecured 2018-03 Purchase 2020-08   6,470 5,946   0   0
    Goldman Sachs Group Sr Unsecured 2015-09 Purchase 2020-08   7,000 6,986   0   0
    Glaxosmithkline Capital Sr Unsecured 2018-05 Purchase 2020-10   6,102 5,984   0   0
    Anthem Inc Sr Unsecured 2017-11 Purchase 2020-11   6,000 5,989   0   0
    US Treasury Notes 2019-02 Purchase 2020-11   2,143 1,999   0   0
    DowDupont Inc Sr Unsecured 2018-11 Purchase 2020-11   4,000 4,000   0   0
    US Treasury Notes 2017-11 Purchase 2020-11   2,138 1,973   0   0
    3 sh Accenture 2017-03 Purchase 2020-01   630 372   0   0
    3 sh Red Electrica 2015-03 Purchase 2020-01   29 30   0   0
    35 sh Red Electrica 2017-11 Purchase 2020-01   338 372   0   0
    25 sh Red Electrica 2018-06 Purchase 2020-01   241 263   0   0
    32 sh Red Electrica 2018-08 Purchase 2020-01   309 343   0   0
    2 sh Royal Dutch Shell 2015-07 Purchase 2020-01   107 115   0   0
    11 sh Royal Dutch Shell 2016-02 Purchase 2020-01   587 491   0   0
    9 sh Royal Dutch Shell 2016-03 Purchase 2020-01   480 424   0   0
    5 sh Wolters Kluwer 2016-01 Purchase 2020-01   360 153   0   0
    5 sh Wolters Kluwer 2017-01 Purchase 2020-01   360 188   0   0
    325 sh Lloyds Banking Group 2020-01 Purchase 2020-02   877 1,071   0   0
    42 sh Komatsu 2012-02 Purchase 2020-01   887 1,256   0   0
    28 sh Komatsu 2019-01 Purchase 2020-02   591 674   0   0
    7 sh Royal Dutch Shell 2016-03 Purchase 2020-02   360 330   0   0
    10 sh Royal Dutch Shell 2017-01 Purchase 2020-02   515 556   0   0
    6 sh Royal Dutch Shell 2017-11 Purchase 2020-02   309 371   0   0
    6 sh Royal Dutch Shell 2018-12 Purchase 2020-02   309 342   0   0
    30 sh MOWI 2019-08 Purchase 2020-03   468 733   0   0
    8 sh MOWI 2019-10 Purchase 2020-03   125 205   0   0
    16 sh MOWI 2019-11 Purchase 2020-03   249 398   0   0
    1 sh Shin-Etsu Chemical 2019-04 Purchase 2020-03   28 23   0   0
    9 sh Shin-Etsu Chemical 2019-04 Purchase 2020-03   251 209   0   0
    61 sh Assa Abloy 2010-05 Purchase 2020-03   466 202   0   0
    7 sh DBS Group Holdings 2017-02 Purchase 2020-03   429 375   0   0
    4 sh Medtronic 2017-03 Purchase 2020-03   313 324   0   0
    5 sh Medtronic 2017-04 Purchase 2020-03   391 406   0   0
    58 sh Nordea Bank 2017-07 Purchase 2020-03   398 794   0   0
    3 sh ABB 2019-07 Purchase 2020-04   55 61   0   0
    2 sh Air Liquide 2019-12 Purchase 2020-04   55 56   0   0
    4 sh Alstom 2020-01 Purchase 2020-04   17 20   0   0
    2 sh Beiersdorf 2019-10 Purchase 2020-04   41 47   0   0
    1 sh Enel Societa per Azioni 2020-01 Purchase 2020-04   7 8   0   0
    1 sh Knorr-Bremse 2019-12 Purchase 2020-04   23 25   0   0
    1 sh Linde 2020-03 Purchase 2020-04   189 155   0   0
    1 sh Nintendo 2019-11 Purchase 2020-04   53 50   0   0
    3 sh Shimano 2020-03 Purchase 2020-04   45 43   0   0
    1 sh Vestas Wind Systems 2019-10 Purchase 2020-04   30 25   0   0
    1 sh AON 2015-08 Purchase 2020-04   193 102   0   0
    3 sh Assa Abloy 2010-05 Purchase 2020-04   28 10   0   0
    1 sh BHP Billiton 2015-10 Purchase 2020-04   40 36   0   0
    1 sh DBS Group Holdings 2017-02 Purchase 2020-04   56 54   0   0
    15 sh Daiwa House Industries 2013-08 Purchase 2020-04   343 273   0   0
    1 sh Daiwa House Industries 2013-08 Purchase 2020-04   25 18   0   0
    1 sh Safran 2017-12 Purchase 2020-04   22 26   0   0
    16 sh Kao Corp 2017-07 Purchase 2020-04   246 204   0   0
    4 sh Kao Corp 2017-07 Purchase 2020-04   66 51   0   0
    2 sh Lonza Group 2019-04 Purchase 2020-04   86 62   0   0
    4 sh Koninklijke DSM 2019-02 Purchase 2020-04   122 108   0   0
    3 sh Nordea Bank 2017-07 Purchase 2020-04   17 41   0   0
    1 sh Nordea Bank 2017-12 Purchase 2020-04   6 12   0   0
    1 sh Prudential 2011-09 Purchase 2020-04   26 19   0   0
    2 sh Ryohin Keikau Co 2016-07 Purchase 2020-04   20 46   0   0
    5 sh Sampo OYJ-A 2012-06 Purchase 2020-04   78 60   0   0
    3 sh Sanofi 2019-03 Purchase 2020-04   138 127   0   0
    3 sh Shin-Etsu Chemical 2019-04 Purchase 2020-04   80 70   0   0
    4 sh Sumitomo Mitsui Financial Group Inc 2011-03 Purchase 2020-04   21 26   0   0
    1 sh Suzuki Motor Corp 2019-01 Purchase 2020-04   119 211   0   0
    4 sh Telenor 2015-04 Purchase 2020-04   62 91   0   0
    4 sh Unilever 2015-10 Purchase 2020-04   214 165   0   0
    2 sh Vivendi 2018-09 Purchase 2020-04   46 53   0   0
    9 sh Volkswagen 2018-11 Purchase 2020-04   122 160   0   0
    1 sh Ferguson 2016-01 Purchase 2020-04   7 5   0   0
    1 sh Wolters Kluwer 2017-01 Purchase 2020-04   73 38   0   0
    1 sh Vinci 2015-03 Purchase 2020-04   21 15   0   0
    1 sh Vinci 2016-07 Purchase 2020-04   21 17   0   0
    8 sh Lonza Group 2019-04 Purchase 2020-05   394 248   0   0
    1 sh Lonza Group 2019-04 Purchase 2020-05   49 31   0   0
    14 sh Prudential 2011-09 Purchase 2020-05   340 260   0   0
    9 sh Prudential 2013-03 Purchase 2020-05   219 294   0   0
    1 sh Genmab 2020-04 Purchase 2020-06   30 22   0   0
    21 sh Roche Holdings 2020-03 Purchase 2020-06   911 815   0   0
    Alcorn Inc 2010-01 Purchase 2020-06   12 6   0   0
    Alcorn Inc 2010-09 Purchase 2020-06   106 54   0   0
    Alcorn Inc 2011-08 Purchase 2020-06   118 65   0   0
    Alcorn Inc 2012-07 Purchase 2020-06   106 58   0   0
    Alcorn Inc 2014-06 Purchase 2020-06   35 31   0   0
    Alcorn Inc 2017-11 Purchase 2020-06   35 29   0   0
    Alcorn Inc 2018-11 Purchase 2020-06   94 80   0   0
    26 sh Genmab 2018-02 Purchase 2020-06   773 541   0   0
    8 sh Ryanair Holdings 2016-05 Purchase 2020-06   649 699   0   0
    4 sh BNP Paribas 2019-11 Purchase 2020-07   80 111   0   0
    2 sh Beiersdorf 2019-10 Purchase 2020-07   48 47   0   0
    14 sh Enel Societa per Azioni 2020-01 Purchase 2020-07   127 113   0   0
    4 sh Flughafen Zuerich 2020-03 Purchase 2020-07   20 18   0   0
    1 sh Hitachi 2019-11 Purchase 2020-07   60 79   0   0
    1 sh Knorr-Bremse 2019-12 Purchase 2020-07   29 25   0   0
    1 sh Nintendo 2019-11 Purchase 2020-07   55 50   0   0
    4 sh Nexon Co 2020-05 Purchase 2020-07   104 80   0   0
    1 sh Sandvik 2020-07 Purchase 2020-07   18 20   0   0
    2 sh Shimano 2020-03 Purchase 2020-07   44 28   0   0
    7 sh Tesco 2019-10 Purchase 2020-07   61 62   0   0
    1 sh Vestas Wind Systems 2019-10 Purchase 2020-07   43 25   0   0
    7 sh Z Holdings Corp 2020-07 Purchase 2020-07   75 71   0   0
    2 sh AIA Group 2018-09 Purchase 2020-07   72 69   0   0
    2 sh ABB 2019-07 Purchase 2020-07   50 41   0   0
    1 sh Accenture 2017-03 Purchase 2020-07   222 124   0   0
    1 sh Assa Abloy 2010-05 Purchase 2020-07   11 3   0   0
    3 sh Assa Abloy 2011-11 Purchase 2020-07   32 11   0   0
    1 sh BHP Billiton 2015-10 Purchase 2020-07   53 36   0   0
    1 sh Canadian National Railway 2016-08 Purchase 2020-01   97 63   0   0
    3 sh Carlsberg 2015-09 Purchase 2020-07   88 47   0   0
    4 sh Compass Group 2015-07 Purchase 2020-07   55 72   0   0
    2 sh Daiwa House 2013-08 Purchase 2020-07   44 36   0   0
    17 sh Engie 2019-05 Purchase 2020-07   226 252   0   0
    5 sh Equinor 2016-11 Purchase 2020-07   74 84   0   0
    1 sh Safran 2017-12 Purchase 2020-07   26 26   0   0
    2 sh Informa 2011-08 Purchase 2020-07   19 23   0   0
    26 sh Kao Corp 2017-07 Purchase 2020-07   413 332   0   0
    2 sh Kao Corp 2017-07 Purchase 2020-07   29 26   0   0
    1 sh Lonza Group 2019-04 Purchase 2020-07   62 31   0   0
    1 sh Koninklijke 2019-02 Purchase 2020-07   76 54   0   0
    3 sh Makita Corp 2013-05 Purchase 2020-07   117 86   0   0
    1 sh Medtronic 2017-04 Purchase 2020-07   95 81   0   0
    6 sh Nordea Bank 2017-12 Purchase 2020-07   46 73   0   0
    2 sh Novartis 2010-09 Purchase 2020-07   165 94   0   0
    7 sh Prudential 2013-03 Purchase 2020-07   203 229   0   0
    6 sh Relx 2015-12 Purchase 2020-07   127 106   0   0
    2 sh Sampo OYJ-A 2012-06 Purchase 2020-07   36 24   0   0
    2 sh Sanofi 2019-03 Purchase 2020-07   105 85   0   0
    1 sh SAP 2016-09 Purchase 2020-07   158 92   0   0
    9 sh Sumitomo Mitsui Financial Group 2011-03 Purchase 2020-07   48 58   0   0
    4 sh Suncor Energy Inc 2016-11 Purchase 2020-07   63 121   0   0
    2 sh Telenor 2015-04 Purchase 2020-07   31 45   0   0
    1 sh Telenor 2015-06 Purchase 2020-07   15 23   0   0
    1 sh Unilever 2015-10 Purchase 2020-07   60 41   0   0
    7 sh Vivendi 2018-09 Purchase 2020-07   184 184   0   0
    8 sh Ferguson 2018-01 Purchase 2020-07   71 42   0   0
    2 sh Accenture 2017-03 Purchase 2020-07   479 248   0   0
    2 sh Lonza Group 2019-04 Purchase 2020-07   121 63   0   0
    11 sh Sampo OYJ-A 2019-06 Purchase 2020-07   196 132   0   0
    15 sh Compass Group 2020-03 Purchase 2020-09   229 200   0   0
    4 sh Compass Group 2020-04 Purchase 2020-09   61 62   0   0
    60 sh Assa Abloy 2011-11 Purchase 2020-09   678 226   0   0
    29 sh Assa Abloy 2011-11 Purchase 2020-09   328 296   0   0
    24 sh Assa Abloy 2017-12 Purchase 2020-09   271 248   0   0
    Compass Group 2015-07 Purchase 2020-09   109 128   0   0
    Compass Group 2015-08 Purchase 2020-09   425 468   0   0
    12 sh Compass Group 2017-11 Purchase 2020-09   183 249   0   0
    1 sh Compass Group 2019-04 Purchase 2020-09   15 23   0   0
    5 sh Novartis 2010-09 Purchase 2020-09   437 234   0   0
    1 sh Novartis 2011-08 Purchase 2020-09   87 50   0   0
    4 sh SAP 2016-09 Purchase 2020-09   631 370   0   0
    10 sh SAP 2016-11 Purchase 2020-10   1,136 852   0   0
    8 sh Nintendo 2019-11 Purchase 2020-11   513 398   0   0
    1 sh Nintendo 2019-11 Purchase 2020-11   64 49   0   0
    7 sh Novartis 2011-08 Purchase 2020-11   623 354   0   0
    4 sh SAP 2016-11 Purchase 2020-11   471 341   0   0
    8 sh SAP 2017-01 Purchase 2020-11   942 715   0   0
    3 sh SAP 2017-10 Purchase 2020-11   353 340   0   0
    4 sh Linde 2020-03 Purchase 2020-12   985 622   0   0
    261 sh Alstom 2020-12 Purchase 2020-12   113 0   0   0
    14 sh Informa 2011-08 Purchase 2020-12   216 162   0   0
    8 sh Informa 2011-09 Purchase 2020-12   123 93   0   0
    25 sh Vivendi 2018-09 Purchase 2020-12   748 657   0   0
    Qvintiv Inc 2020-01 Purchase 2020-01   14 0   0   0
    32 sh Adient 2017-06 Purchase 2020-02   897 2,163   0   0
    27 sh Adient 2018-06 Purchase 2020-02   757 1,288   0   0
    7 sh Alibaba Group Holding 2017-11 Purchase 2020-03   1,291 1,315   0   0
    9 sh New Oriental Education and Technology Group 2018-02 Purchase 2020-03   1,025 789   0   0
    26 sh New Oriental Education and Technology Group 2018-02 Purchase 2020-03   2,961 2,365   0   0
    76 sh Otis Worldwide Corp 2020-04 Purchase 2020-04   3,351 0   0   0
    Raytheon Technologies Corp 2020-03 Purchase 2020-04   18 18   0   0
    26 sh Oracle Corporation 2013-04 Purchase 2020-04   1,367 830   0   0
    14 sh Oracle Corporation 2013-09 Purchase 2020-04   736 451   0   0
    57 sh Apache Corp 2016-01 Purchase 2020-05   601 2,473   0   0
    78 sh Apache Corp 2016-05 Purchase 2020-05   823 4,300   0   0
    14 sh Apache Corp 2016-07 Purchase 2020-05   148 806   0   0
    28 sh Apache Corp 2016-09 Purchase 2020-05   295 1,708   0   0
    56 sh Apache Corp 2017-02 Purchase 2020-05   591 3,084   0   0
    34 sh Apache Corp 2017-03 Purchase 2020-05   359 1,705   0   0
    4 sh Apache Corp 2017-09 Purchase 2020-05   42 158   0   0
    14 sh Apache Corp 2018-01 Purchase 2020-05   148 669   0   0
    35 sh Apache Corp 2018-03 Purchase 2020-05   369 1,316   0   0
    50 sh Apache Corp 2019-01 Purchase 2020-05   528 1,661   0   0
    Qvintiv Inc 2015-01 Purchase 2020-05   29 323   0   0
    Qvintiv Inc 2015-06 Purchase 2020-05   116 1,203   0   0
    Qvintiv Inc 2016-07 Purchase 2020-05   186 1,298   0   0
    Qvintiv Inc 2017-06 Purchase 2020-05   260 1,988   0   0
    Qvintiv Inc 2018-01 Purchase 2020-05   52 607   0   0
    5 sh Alibaba Group Holding 2017-11 Purchase 2020-07   1,254 939   0   0
    1 sh Alphabet Inc 2013-04 Purchase 2020-07   1,519 384   0   0
    3 sh Amazoncom Inc 2014-10 Purchase 2020-07   8,817 892   0   0
    1 sh Amazoncom Inc 2014-10 Purchase 2020-07   3,060 297   0   0
    33 sh Carrier Global Corp 2015-08 Purchase 2020-07   860 625   0   0
    14 sh Carrier Global Corp 2015-11 Purchase 2020-07   365 265   0   0
    9 sh Microsoft Corp 2013-09 Purchase 2020-07   1,815 283   0   0
    2 sh Facebook Inc 2015-12 Purchase 2020-08   527 208   0   0
    5 sh US Bancorp 2018-06 Purchase 2020-08   182 258   0   0
    4 sh Facebook Inc 2015-12 Purchase 2020-09   1,190 415   0   0
    2 sh Facebook Inc 2016-07 Purchase 2020-09   595 236   0   0
    3 sh New Oriental Education and Technology Group 2018-02 Purchase 2020-09   449 273   0   0
    10 sh New Oriental Education and Technology Group 2018-08 Purchase 2020-09   1,498 859   0   0
    2 sh Facebook Inc 2016-07 Purchase 2020-10   527 236   0   0
    20 sh Quest Diagnostics 2019-02 Purchase 2020-12   2,440 1,736   0   0
    Premier Graham A 2015-02 Purchase 2020-02   83,170 88,976   0   0
    Invesco Oppenheimer Intl Growth Fund #7063 2018-03 Purchase 2020-01   140 138   0   0
    Carillon Eagle Small Cap Growth Fund #3933 2016-08 Purchase 2020-01   420 425   0   0
    Driehaus Emerging Markets Growth Fund #23 2018-03 Purchase 2020-01   120 124   0   0
    Janus Henderson Enterprise Fund #102 2016-04 Purchase 2020-01   95 58   0   0
    JP Morgan US Small Company Fund #1384 2016-12 Purchase 2020-01   217 224   0   0
    Boston Partners Small Cap Value II Instl Fund #77 2019-11 Purchase 2020-01   130 128   0   0
    T Rowe Price Blue Chip Growth Fund #92 2018-09 Purchase 2020-01   255 223   0   0
    Vanguard Intermediate Term Bond Fund #5314 2018-03 Purchase 2020-01   2,347 2,166   0   0
    Invesco Oppenheimer Intl Growth Fund #7063 2018-03 Purchase 2020-06   129 136   0   0
    Carillon Eagle Small Cap Growth Fund #3933 2016-08 Purchase 2020-06   172 187   0   0
    Delaware Value Institutional Fund #459 2018-09 Purchase 2020-06   325 413   0   0
    Driehaus Emerging Markets Growth Instl Fund #23 2016-03 Purchase 2020-06   500 540   0   0
    JP Morgan US Small Company Fund #1384 2016-12 Purchase 2020-06   160 200   0   0
    Boston Partners All-Cap Value Instl Fund #7007 2018-09 Purchase 2020-06   226 284   0   0
    Boston Partners Small Cap Value II Instl Fund #77 2019-11 Purchase 2020-06   55 76   0   0
    T Rowe Price Blue Chip Fund #93 2018-09 Purchase 2020-06   215 180   0   0
    Victory Sycamore Established Value Fund #203 2019-03 Purchase 2020-06   330 372   0   0
    PIMCO Moderate Duration Instl Fund #120 2013-09 Purchase 2020-06   153 149   0   0
    Vanguard Intermediate Term Bond Index Fund #5314 2016-08 Purchase 2020-06   372 353   0   0
    Invesco Oppenheimer Intl Growth Fund #7063 2018-09 Purchase 2020-11   355 287   0   0
    Carillon Eagle Small Cap Growth Fund #3933 2019-03 Purchase 2020-11   240 189   0   0
    Oakmark International Institutional Fund #2886 2018-03 Purchase 2020-11   98 112   0   0
    Janus Henderson Enterprise Fund #102 2019-11 Purchase 2020-11   45 40   0   0
    JP Morgan US Small Company Fund #1384 2016-12 Purchase 2020-11   1 1   0   0
    Clearbridge Large Cap Value Fund #3 2019-09 Purchase 2020-11   551 525   0   0
    Pioneer Fundamental Growth Fund #740 2019-09 Purchase 2020-11   2,115 1,850   0   0
    Boston Partners All-Cap Value Instl Fund #7007 2019-09 Purchase 2020-11   15 14   0   0
    Boston Partners Small Cap Value II Instl Fund #77 2019-11 Purchase 2020-11   295 298   0   0
    T Rowe Price Blue Chip Growth Fund #93 2019-09 Purchase 2020-11   820 583   0   0
    Victory Sycamore Established Value Fund #203 2019-09 Purchase 2020-11   812 775   0   0
    STCG Pioneer Fundamental Growth Fund #740 2020-11 Purchase 2020-11   1 0   0   0
    LTCG Pioneer Fundamental Growth Fund #740 2020-11 Purchase 2020-11   1,213 0   0   0
    Vanguard Short Term Bond Index Adm Fund #5132 2019-11 Purchase 2020-11   728 710   0   0
    LTCG Boston Partners All-Cap Value Instl Fund #7007 2020-11 Purchase 2020-12   29 0   0   0
    LTCG JP Morgan US Small Company Fund #1384 2020-06 Purchase 2020-12   47 0   0   0
    STCG JP Morgan US Small Company Fund #1384 2020-03 Purchase 2020-12   15 0   0   0
    LTCG T Rowe Price Blue Chip Growth Fund #93 2020-04 Purchase 2020-12   172 0   0   0
    STCG T Rowe Price Blue Chip Growth Fund #93 2020-02 Purchase 2020-12   0 0   0   0
    LTCG Invesco Oppenheimer Intl Growth Fund #7063 2020-12 Purchase 2020-12   1,097 0   0   0
    LTCG Victory Sycamore Established Value Fund #203 2020-02 Purchase 2020-12   263 0   0   0
    STCG Victory Sycamore Established Value Fund #203 2020-02 Purchase 2020-12   32 0   0   0
    LTCG Driehaus Emerging Markets Growth Fund #23 2020-12 Purchase 2020-12   113 0   0   0
    STCG Driehaus Emerging Markets Growth Fund #23 2020-12 Purchase 2020-12   49 0   0   0
    LTCG Delaware Value Institutional Fund #459 2020-12 Purchase 2020-12   64 0   0   0
    LTCG Janus Henderson Enterprise Fund #102 2020-12 Purchase 2020-12   586 0   0   0
    LTCG Clearbridge Large Cap Value Fund #3 2020-12 Purchase 2020-12   680 0   0   0
    LTCG Carillon Eagle Small Cap Value Fund #3933 2020-12 Purchase 2020-12   379 0   0   0
    LTCG PIMCO Moderate Duration Instl Fund #120 2016-02 Purchase 2020-12   275 0   0   0
    STCG PIMCO Moderate Duration Instl Fund #120 2020-12 Purchase 2020-12   190 0   0   0
    LTCG Vanguard Intermediate Term Bond Index Adm Fund #5314 2015-12 Purchase 2020-12   127 0   0   0
    75 sh Ishares S&P Global Infrastructure Index Fund 2020-01 Purchase 2020-05   2,611 3,211   0   0
    75 sh Apple Inc 2011-05 Purchase 2020-01   23,604 6,745   0   0
    200 sh Microsoft Corp 2020-01 Purchase 2020-04   32,331 5,874   0   0
    360 sh Allergan 2020-04 Purchase 2020-05   69,432 61,730   0   0
    110 sh Apple Inc 2020-05 Purchase 2020-07   40,289 9,892   0   0
    130 sh Apple Inc 2020-07 Purchase 2020-08   64,887 9,845   0   0
    Viatris Inc 2020-12 Purchase 2020-12   13 14   0   0
    Invesco Oppenheimer Intl Growth Fund #7063 2018-09 Purchase 2020-06   201 196   0   0
    Invesco Oppenheimer Intl Growth Fund #7063 2017-05 Purchase 2020-11   465 367   0   0
    Carillon Eagle Small Cap Growth Fund #3933 2016-08 Purchase 2020-06   177 190   0   0
    Carillon Eagle Small Cap Growth Fund #3933 2019-03 Purchase 2020-06   336 347   0   0
    Oakmark Intl Instl Fund #2886 2018-03 Purchase 2020-11   275 306   0   0
    Oakmark Intl Instl Fund #2886 2017-05 Purchase 2020-11   607 639   0   0
    Janus Henderson Enterprise Fund #102 2019-09 Purchase 2020-11   347 300   0   0
    Janus Henderson Enterprise Fund #102 2016-04 Purchase 2020-11   1,733 953   0   0
    JP Morgan US Small Company Fund #1384 2016-08 Purchase 2020-01   543 497   0   0
    JP Morgan US Small Company Fund #1384 2019-03 Purchase 2020-11   299 246   0   0
    Clearbridge Large Cap Value Fund #3 2018-03 Purchase 2020-11   264 251   0   0
    Clearbridge Large Cap Value Fund #3 2019-09 Purchase 2020-11   185 175   0   0
    PIMCO Moderate Duration Instl Fund #120 2015-09 Purchase 2020-06   103 100   0   0
    PIMCO Moderate Duration Instl Fund #120 2015-02 Purchase 2020-06   517 500   0   0
    PIMCO Moderate Duration Instl Fund #120 2015-02 Purchase 2020-06   57 55   0   0
    Boston Partners All-Cap Value Instl Fund #7007 2018-03 Purchase 2020-06   60 74   0   0
    Boston Partners All-Cap Value Instl Fund #7007 2019-03 Purchase 2020-06   104 114   0   0
    Vanguard Short Term Bond Index Adm Fund #5132 2019-09 Purchase 2020-11   581 565   0   0
    Vanguard Short Term Bond Index Adm Fund #5132 2019-09 Purchase 2020-11   3,651 3,547   0   0
    Vanguard Intermediate Term Bond Index Adm Fund #5314 2018-09 Purchase 2020-01   333 304   0   0
    Vanguard Intermediate Term Bond Index Adm Fund #5314 2019-05 Purchase 2020-06   5,348 4,860   0   0
    Victory Sycamore Established Value Fund #203 2019-09 Purchase 2020-11   518 490   0   0
    Victory Sycamore Established Value Fund #203 2019-03 Purchase 2020-11   366 323   0   0
    Victory Sycamore Established Value Fund #203 2016-04 Purchase 2020-11   2,014 1,542   0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    American Honda Finance Global Medium Term Note, 2.65% due 2/1/21 5,992 6,015
    Abbott Laboratories Sr. Unsecured, 2.55% due 3/15/22 3,993 4,108
    Duke Energy Carolinas Secured 1st & Ref. Mtg., 3.05% due 3/15/23 3,998 4,225
    Apple, Inc. Sr. Unsecured, 0.75% due 5/11/23 3,989 4,047
    Chevron Corp. Sr. Unsecured, 2.566% due 5/16/23 7,000 7,352
    Walmart, Inc. Sr. Unsecured, 3.4% due 6/26/23 5,998 6,443
    Bank of NY Mellon Corp. Medium Term Note, 2.2% due 8/16/23 3,993 4,190
    Abbvie, Inc. Sr. Unsecured, 3.75% due 11/14/23 3,995 4,361
    Goldman Sachs Group, Inc. FX/FLT Sr. Unsecured, 0.627% due 11/17/23 5,000 5,020
    The Coca-Cola Co. Sr. Unsecured, 2.95% due 3/25/25 3,997 4,408
    Citigroup, Inc. Sr. Unsecured, 3.352% due 4/24/25 4,000 4,348
    McDonald's Corp. Medium Term Note, 3.3% due 7/1/25 3,999 4,453
    Comcast Corp. Sr. Unsecured, 3.95% due 10/15/25 3,995 4,595
    The Walt Disney Co. Sr. Unsecured, 1.75% due 1/13/26 4,987 5,240
    J.P. Morgan Chase & Co. FX/FLT Sr. Unsecured, 1.045% due 11/19/26 5,000 5,055
    Visa, Inc. Sr. Unsecured, 1.9% due 4/15/27 4,986 5,320
    CVS Health Corp. Sr. Unsecured, 1.3% due 8/21/27 6,980 7,029
    AT&T, Inc. Sr. Unsecured, 1.65% due 2/1/28 6,991 7,139
    Pepsico, Inc. Sr. Unsecured, 1.625% due 5/1/30 4,978 5,129
    Toronto-Dominion Bank Sr. Unsecured, 1.8% due 7/13/21 6,969 7,058
    Bank of Montreal Medium Term Note, 2.9% due 3/26/22 3,990 4,130
    Astrazeneca Sr. Unsecured, 2.375% due 6/12/22 6,978 7,195
    Inter-American Development Bank Global Medium Term Bank Notes, 0.625% due 7/15/25 4,998 5,040
    Exelon Corp. Sr. Unsecured, 2.85% due 8/15/20 0 0
    Fifth Third Bank Bancorp Sr. Unsecured, 2.875% due 7/27/20 0 0
    Goldman Sachs Group Sr. Unsecured, 2.75% due 9/15/20 0 0
    DowDupont, Inc. Sr. Secured, 3.766% due 11/15/20 0 0
    Anthem, Inc. Sr. Unsecured, 2.5% due 11/21/20 0 0
    Marsh & McClennan Cos., Inc. Sr. Unsecured, 3.5% due 12/29/20 0 0
    United Technologies Corp. Sr. Unsecured, 3.35% due 8/16/21 0 0
    Occidental Petroleum Corp. Sr. Unsecured, 2.7% due 8/15/22 0 0
    CVS Health Corporation Sr. Unsecured, 3.7% due 3/9/23 0 0
    Glaxosmithkline Capital Sr. Unsecured, 3.125% due 5/14/21 0 0
    AT&T, Inc. Sr. Unsecured, 3.9% due 3/11/24 0 0
    PIMCO Moderate Duration Institutional Fund #120 17,168 17,690
    Vanguard Short Term Bond Index Adm. Fund #5231 23,444 24,303
    Vanguard Intermediate Term Bond Index Adm. Fund #5314 17,111 18,144
    Federated Hermes Ultrashort Bond IS 6,000 6,053
    Hotchkis & Wiley High Yield I 2,972 2,719

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    675 sh., Expeditors International Washington, Inc. 25,054 64,199
    2,050 sh., Fastenal Co. 42,516 100,101
    2,550 sh., General Electric Co. 58,457 27,540
    325 sh., Union Pacific Corp. 31,245 67,671
    78 sh., Alphabet, Inc. 42,020 136,647
    850 sh., The Walt Disney Co. 23,556 154,003
    285 sh., Facebook, Inc. 61,832 77,851
    1,115 sh., Omnicom Group, Inc. 52,800 69,543
    480 sh., Carmax, Inc. 27,438 42,507
    625 sh., Home Depot, Inc. 17,354 166,012
    170 sh., O'Reilly Automotive, Inc. 31,131 76,937
    1,175 sh., TJX Cos., Inc. 9,118 80,241
    550 sh., Berkshire Hathaway, Inc. Class B 64,743 127,528
    1,250 sh., J.P. Morgan Chase & Co. 63,967 158,837
    570 sh., Northern Trust Corp. 27,947 53,090
    1,700 sh., Progressive Corp. 40,156 168,096
    1,925 sh., Charles Schwab Corp. 69,758 102,102
    1,300 sh., U.S. Bancorp 40,484 60,567
    1,415 sh., Wells Fargo & Co. 36,964 42,705
    650 sh., Johnson & Johnson 43,161 102,297
    1,900 sh., Pfizer, Inc. 52,776 69,939
    235 sh., Viatris, Inc. 2,896 4,404
    925 sh., TE Connectivity Ltd. 31,445 111,990
    1,540 sh., Apple, Inc. 22,734 204,343
    1,050 sh., Cisco Systems, Inc. 22,356 46,987
    950 sh., Microsoft Corp. 27,516 211,299
    28 sh., Medtronic 2,155 3,280
    111.76 sh., Invesco Oppenheimer Developing Markets Fund 3,247 5,974
    3 sh., Alphabet, Inc. 418 5,256
    140 sh., Apple, Inc. 464 18,577
    10 sh., Berkshire Hathaway, Inc. Class B 860 2,319
    75 sh., Berry Global Group, Inc. 4,171 4,214
    15 sh., Chevon Corporation 1,061 1,267
    40 sh., Coca-Cola Co. 884 2,194
    40 sh., The Walt Disney Co. 1,351 7,247
    80.747 sh., Dodge & Cox International Stock Fund 3,135 3,529
    4 sh., Dow, Inc. 136 222
    4 sh., DuPont de Nemours, Inc. 200 284
    30 sh., Emerson Electric Co. 527 2,411
    15 sh., Exxon Mobil Corp. 525 618
    35 sh., Ishares Core S&P 500 ETF 9,705 13,139
    20 sh., J.P. Morgan Chase & Co. 1,153 2,541
    38 sh., Johnson & Johnson 761 5,980
    10 sh., Mastercard, Inc. 864 3,569
    36 sh., Microsoft Corp. 269 8,007
    80 sh., NIKE, Inc. 1,378 11,318
    50 sh., Oracle Corporation 243 3,234
    20 sh., Pepsico, Inc. 486 2,966
    20 sh., 3M Co. 1,508 3,496
    100 sh., Vanguard FTSE Developed Markets 4,462 4,721
    30 sh., Verizon Communications, Inc. 903 1,762
    360 sh., Allergan 0 0
    463.872 sh., Delaware Value Institutional Fund #459 10,656 10,108
    315.254 sh., Clearbridge Large Cap Value Fund #3 9,801 10,432
    359.872 sh., Pioneer Fundamental Growth Fund #740 9,610 11,322
    119.902 sh., Boston Partners All-Cap Value Institutional Fund #7007 2,564 3,362
    87.863 sh., T. Rowe Price Blue Chip Growth Fund #93 7,660 14,543
    35.022 sh., Vanguard Growth Index Adm. Fund #509 4,335 4,569
    163.734 sh., Vanguard 500 Index Adm. Fund #540 37,468 56,745
    45.702 sh., Janus Henderson Enterprise Fund #102 4,618 7,223
    176.418 sh., Victory Sycamore Established Value Fund #203 5,765 7,215
    35.812 sh., Carillon Eagle Small Cap Growth Fund #3933 1,495 2,238
    121.415 sh., J.P. Morgan U.S. Small Co. Fund #1384 1,991 2,472
    94.403 sh., Boston Partners Small Cap Value II Institutional Fund #77 2,483 2,532
    157.951 sh., Invesco Oppenheimer Institutional Growth Fund #7063 5,956 7,403
    133.059 sh., Driehaus Emerging Markets Growth Institutional Fund #23 3,533 6,540
    304.298 sh., Oakmark International Institutional Fund #2886 7,365 7,930
    91 sh., ABB 1,805 2,544
    8 sh., Accenture 976 2,090
    45 sh., AIA Group 1,522 2,211
    55 sh., Air Liquide 1,676 1,809
    261 sh., Alstom 1,344 1,485
    13 sh., AON 1,189 2,747
    476 sh., Banco Santander Cent. Hispano 1,028 1,452
    79 sh., Beiersdorf 1,841 1,853
    26 sh., BHP Billiton 737 1,699
    57 sh., BNP Paribas 1,549 1,517
    12 sh., Canadian National Railway Co. 767 1,318
    53 sh., Carlsberg 965 1,703
    67 sh., Continental 738 1,002
    45 sh., Daiwa House Industries 864 1,344
    17 sh., DBS Group Holdings 911 1,293
    252 sh., Enel Societa Per Azioni 2,140 2,558
    191 sh., Engie 2,655 2,922
    58 sh, Equinor 971 952
    137 sh., Ferguson 733 1,659
    75 sh., Flughafen Zuerich 348 540
    39 sh., Fujitsu 1,047 1,130
    18 sh., Hexagon 998 1,632
    26 sh., Hitachi 2,056 2,064
    35 sh., Industria de Diseno Textile Inditx 486 561
    65 sh., Informa 760 973
    11 sh., Intertek Group 851 880
    80 sh., Kao Corp. 1,137 1,235
    45 sh., Knorr-Bremse 1,253 1,520
    45 sh., Koninklijke DSM 1,258 1,945
    40 sh., London Stock Exchange Group 1,094 1,250
    23 sh., Lonza Group 751 1,474
    35 sh., Makita Corporation 1,088 1,762
    23 sh., Medtronic 1,978 2,694
    44 sh., Merck KGAA 1,306 1,512
    48 sh., Nexon Co. 983 1,488
    39 sh., Nintendo 1,919 3,140
    163 sh., Nordea Bank 1,559 1,330
    30 sh., Novartis 2,031 2,833
    39 sh., Pernod-Ricard 1,353 1,496
    45 sh., Prudential 1,651 1,662
    127 sh., Relx 2,638 3,132
    15 sh., Ryanair Holdings 1,413 1,650
    66 sh., Ryohin Keikaku Co. 1,378 1,350
    85 sh., Safron 2,334 3,014
    80 sh., Sampo OYJ-A 1,571 1,723
    67 sh., Sandvik 1,358 1,648
    59 sh., Sanofi 2,572 2,867
    73 sh., Shimano, Inc. 1,294 1,718
    51 sh., Shin-Etsu Chemical 1,213 2,243
    138 sh., Siemens Gamesa Renewable Energy 533 1,113
    250 sh., Sumitomo Mitsui Financial Group, Inc. 1,703 1,542
    61 sh., Suncor Energy, Inc. 2,027 1,024
    6 sh., Suzuki Motor Corp. 1,201 1,121
    86 sh., Telenor 1,754 1,462
    227 sh., Tesco 2,053 2,195
    34 sh., Unilever 1,601 2,052
    28 sh., Vestas Wind Systems 748 2,190
    48 sh., Vinci 802 1,196
    70 sh., Vivendi 1,817 2,247
    141 sh., Volkswagen 2,467 2,625
    17 sh., Wolters Kluwer 638 1,427
    65 sh., Z Holdings Corp. 656 788
    Alcon, Inc. 0 0
    Assa-Abloy 0 0
    Compass Group 0 0
    Genmab 0 0
    Komatsu 0 0
    Mowi 0 0
    Red Electrica Corp. 0 0
    Royal Dutch Shell 0 0
    SAP 0 0
    39 sh., Alibaba Group Holding 7,150 9,076
    6 sh., Alphabet, Inc. Voting Capital Stock Class A 2,855 10,516
    8 sh., Alphabet, Inc. Non-Voting Capital Stock Class C 3,974 14,015
    6 sh., Amazon.com, Inc. 5,055 19,542
    106 sh., American Express Company 7,602 12,816
    268 sh., Applied Materials, Inc. 10,552 23,128
    317 sh., Bank of New York Mellon Corp. 10,975 13,453
    94 sh., Berkshire Hathaway, Inc. Class B 11,887 21,796
    265 sh., Capital One Financial Corp. 19,465 26,195
    412 sh., Carrier Global Corp. 6,662 15,541
    31 sh., Chubb 3,342 4,772
    64 sh., Facebook, Inc. 9,244 17,482
    38 sh., IAC Interactivecorp 5,016 7,195
    223 sh., Intel Corp. 11,079 11,110
    150 sh., J.P. Morgan Chase & Co. 10,367 19,060
    44 sh., Loews Corporation 1,957 1,981
    19 sh., Microsoft Corp. 594 4,226
    63 sh., New Oriental Education & Technology Group, Inc. 4,362 11,706
    43 sh., Quest Diagnostics, Inc. 3,788 5,124
    196 sh., Raytheon Technologies Corp. 10,639 14,016
    82 sh., Texas Instruments, Inc. 4,534 13,459
    295 sh., U.S. Bancorp 11,810 13,744
    181 sh., Viatris, Inc. 3,157 3,392
    653 sh., Wells Fargo & Co. 21,488 19,708
    Adient 0 0
    Apache Corp. 0 0
    Encana Corp. 0 0
    Oracle Corporation 0 0
    United Technologies Corporation 0 0

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    11,000
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Litman Gregory Master Alt.   4,631 4,803
    Vanguard REIT   6,372 10,191
    Blue Wave Capital and Consulting, L.L.C.   150,000 150,000
    Lincoln Boyhood Drama Association loan   265,000 265,000
    Premier Graham   0 0
    Ishares S&P Global Infrastructure Index Fund   0 0

    TY 2020 OtherDecreasesSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Raytheon basis adjustment 6,909
    Wells Fargo Special Account B basis adjustment 184


    TY 2020 OtherExpensesSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Indiana Philanthropy Alliance 330 330 330 330


    TY 2020 OtherIncreasesSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    ONB basis adjustment 124
    Morgan Stanley fee refund 125
    ONB securities litigation 6
    Carrier basis adjustment 2,880


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fifth Third Bank agency fees 1,561 1,561 1,561 1,561
    Old National Trust Co. agency fees 1,506 1,506 1,506 1,506
    Morgan Stanley fees 275 275 275 275
    Hilliard Lyons Trust Co. fees 23,385 23,385 23,385 23,385
    Wells Fargo Securities, Special Account C agents' fees 137 137 137 137
    Wells Fargo Securities, Special Account G, agents' fees 2 2 2 2
    Wells Fargo Securities, Special Account B, Macs quarterly fees 2,839 2,839 2,839 2,839
    Wells Fargo Securities, Special Account C, Macs quarterly fees 2,827 2,827 2,827 2,827
    Wells Fargo Securities, Special Account G, Macs quarterly fees 7,686 7,686 7,686 7,686


    TY 2020 SubstantialContributorsSch
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Address
    Constance K Bussing 2905 Bayard Park Drive
    Evansville,IN47714


    TY 2020 TaxesSchedule
    Name:
    BUSSING-KOCH FOUNDATION INC
    EIN:
    35-1780862
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    excise tax on 2019 investment income 2,600 0 0 0
    foreign taxes 418 418 418 418